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Nonprofit · EIN 81-0348021

MONTANA FUNERAL DIRECTORS ASSOCIATION INC

Tax-exempt · DILLON, MT 59725

Financials

$230K$221K2023$225K$242K2024$259K$234K2025
Revenue Expenses · by fiscal year end
Financials of MONTANA FUNERAL DIRECTORS ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$259,062$234,146$24,916$637,434$0$637,434
December 31, 2024990$225,293$242,030-$16,737$585,306$0$585,306
December 31, 2023990$229,603$220,674$8,929$568,799$0$568,799
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$60,731
Membership dues
$60,731
Program service revenue
$162,233
Investment income
$34,803
Net gain from sales of assets
$19,674
Other revenue
$1,295

Expenses

Grants and similar amounts paid
$737
Compensation of officers, directors and key employees
$92,187
Salaries, compensation and benefits (total)
$92,187
Professional fundraising fees
$0
Legal fees
$651
Accounting fees
$13,496
Travel
$26,892

Balance sheet and other

Total assets, start of year
$585,306
Total assets, end of year
$637,434
Total liabilities, end of year
$0
Net assets, end of year
$637,434
Publicly traded securities
$573,881
Net assets without donor restrictions
$637,434
Gross unrelated business income
$101,788
Gross receipts
$275,021
Employees
0
Volunteers
11
Year formed
1970
State of legal domicile
MT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JIM BROWNEXECUTIVE DIRECTOR (THRU 05/25)
Officer
40$50,800
THERESA JAMESEXECUTIVE DIRECTOR
Officer
40$41,387
BRI MULVANEYPRESIDENT
Trustee or director, Officer
2$0
STEVE KIRKEGARDIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
RICK WALTERVICE PRESIDENT
Trustee or director, Officer
2$0
JIM ASPERTREASURER
Trustee or director, Officer
2$0
CHRIS HOLTSECRETARY
Trustee or director, Officer
2$0
TYSON MOOREIMMEDIATE PAST PRESIDENT (THRU 06/25)
Trustee or director, Officer
1$0
AUSTIN ASPERNORTHCENTRAL DISTRICT GOVE
Trustee or director
1$0
KATIE BACAFUTURE DEVELOPMENT LEADERS
Trustee or director
1$0
MATT COONSOUTHCENTRAL DISTRICT GOVE (THRU 06/25)
Trustee or director
1$0
BROOKE GIERKEEASTERN DISTRICT GOVE
Trustee or director
1$0
FRED NELSONWESTERN DISTRICT GOVE
Trustee or director
1$0
JESSIE SATHERSOUTHWESTERN DISTRICT GOVE
Trustee or director
1$0
CASSITY SORLIESOUTHCENTRAL DISTRICT GOVE
Trustee or director
1$0
990 for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensation
JIM BROWNEXECUTIVE DIRECTOR
Officer
40$86,950
STEVE KIRKEGARDPRESIDENT
Trustee or director, Officer
2$0
BRI MULVANEYVICE PRESIDENT
Trustee or director, Officer
2$0
RICK WALTERTREASURER
Trustee or director, Officer
2$0
JIM ASPERSECRETARY
Trustee or director, Officer
2$0
TYSON MOOREIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
AUSTIN ASPERNORTHCENTRAL DISTRICT GOVE
Trustee or director
1$0
KATIE BACAFUTURE DEVELOPMENT LEADERS
Trustee or director
1$0
JESSIE BILLQUISTSOUTHWESTERN DISTRICT GOVE
Trustee or director
1$0
BROOKE CONOVEREASTERN DISTRICT GOVERNOR
Trustee or director
1$0
CHRIS HOLTNFDA REPRESENTATIVE
Trustee or director
1$0
MATT COONSOUTHCENTRAL DISTRICT GOVE
Trustee or director
1$0
FRED NELSONWESTERN DISTRICT GOVERNOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
JIM BROWNEXECUTIVE DIRECTOR
Officer
40$82,000
TJ STEVENSONPRESIDENT
Trustee or director, Officer
2$0
TYSON MOOREVICE PRESIDENT
Trustee or director, Officer
2$0
STEVE KIRKEGARDTREASURER
Trustee or director, Officer
2$0
BRI MULVANEYSECRETARY
Trustee or director, Officer
2$0
CHRIS HOLTIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
MATT COONSOUTHCENTRAL DISTRICT GOVE
Trustee or director
1$0
FRED NELSONWESTERN DISTRICT GOVERNOR
Trustee or director
1$0
JESSIE BILLQUISTSOUTHWESTERN DISTRICT GOVE
Trustee or director
1$0
SCOTT STEVENSONEASTERN DISTRICT GOVERNOR
Trustee or director
1$0
RICK WALTERNORTHCENTRAL DISTRICT GOVE
Trustee or director
1$0
KATIE BACAFUTURE DEVELOPMENT LEADERS
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 1003, DILLON, MT 59725-1003
Principal officer (990 for 2025)
THERESA JAMES, PO BOX 1003, DILLON, MT 59725
Signed the 990
THERESA JAMES, EXECUTIVE DIRECTOR
Phone
(406) 449-7444
Return prepared by
WIPFLI ADVISORY LLC

Mission

THE MONTANA FUNERAL DIRECTORS ASSOCIATION IS A PROFESSIONAL TRADE ORGANIZATION REPRESENTING THE FUNERAL SERVICE PROFESSION THROUGHOUT THE BIG SKY COUNTRY.

990 for the year ended December 31, 2025

Program accomplishments

  • THE MFDA PROVIDES GENERAL SERVICES TO ITS MEMBERS SUCH AS A WEBSITE, CONVENTIONS, AND MEETINGS TO EDUCATE MEMBERS ON CHANGES IN THE BUSINESS ENVIRONMENT AND LAWS GOVERNING THE PROFESSION, PROMOTION OF PUBLIC AWARENESS, ADVOCACY, AND IMPROVING INDUSTRY SERVICES.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-0348021
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1975
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$637,434
Income (IRS master file)
$275,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$259,062$234,146$637,434XML
990December 2024$225,293$242,030$585,306IRS
990December 2023$229,603$220,674$568,799XML
990December 2022$202,997$189,791$513,487IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0348021).

Questions about MONTANA FUNERAL DIRECTORS ASSOCIATION INC

What is the EIN of MONTANA FUNERAL DIRECTORS ASSOCIATION INC?
The employer identification number (EIN) of MONTANA FUNERAL DIRECTORS ASSOCIATION INC is 81-0348021.
Is MONTANA FUNERAL DIRECTORS ASSOCIATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1975.
Are donations to MONTANA FUNERAL DIRECTORS ASSOCIATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MONTANA FUNERAL DIRECTORS ASSOCIATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONTANA FUNERAL DIRECTORS ASSOCIATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTANA FUNERAL DIRECTORS ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of MONTANA FUNERAL DIRECTORS ASSOCIATION INC?
The 990 for the year ended December 31, 2025 names THERESA JAMES.
Who are the officers and directors of MONTANA FUNERAL DIRECTORS ASSOCIATION INC?
The 990 for the year ended December 31, 2025 lists 15 people; 2 received compensation from the organization, the highest $50,800 (JIM BROWN, EXECUTIVE DIRECTOR (THRU 05/25)).
How much revenue does MONTANA FUNERAL DIRECTORS ASSOCIATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $259,062, expenses of $234,146 and total assets of $637,434 at year end.

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