Public Charity

MONTANA BANKERS ASSOCIATION

MONTANA BANKERS ASSOCIATION is a Public Charity headquartered in HELENA, MT. Financial data from the 2025 filing: $719K revenue, $820K expenses, $5.0M total assets. IRS filings disclose 6 grants awarded by this foundation, totaling roughly $176K.

EIN: 810169164 HELENA, MT Latest filing: 2025
Total Revenue$719K
Total Expenses$820K
Total Assets$5.0M
Grants Given6
Grant Total$176K
Filing Years2021–2025

Mission

ENRICHING THE LIVES OF ALL MONTANANS THROUGH STRONG COMMUNITY-FOCUSED BANKS.

Sample Grants Given

HELENA, MT · 2023
GENERAL PROGRAM SUPPORT
$8,500
HELENA, MT · 2022
GENERAL PROGRAM SUPPORT
$8,500
BOZEMAN, MT · 2021
MSU COMMUNITY BANKING PROGRAM
$50,000
HELENA, MT · 2021
GENERAL PROGRAM SUPPORT
$8,500
MONTANA STATE UNIVERSITY
BOZEMAN, MT · 2019
COMMUNITY BANKING PROGRAM
$25,000

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

DIRECTOR Allen Mccormick
DIRECTOR Bill Northey
DIRECTOR Bruce Hoyer
PRESIDENT Charlie Pipal
DIRECTOR Heather Smith
DIRECTOR Jake Pelczar

Officer compensation and complete director data available with membership.

Top Grant Purposes

Provide a foundation upon which MSU students build banking careers
$75,000 1 grant
MSU COMMUNITY BANKING PROGRAM
$50,000 1 grant
GENERAL PROGRAM SUPPORT
$25,500 3 grants
COMMUNITY BANKING PROGRAM
$25,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $719K $820K $5.0M
2024 $765K $730K $4.8M
2023 $746K $691K $4.3M
2022 $731K $664K $3.9M
2021 $597K $493K $4.0M

Between 2021 and 2025, reported annual revenue grew from $597K to $719K (+20%), with total assets most recently reported at $5.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MT.

MT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for MONTANA BANKERS ASSOCIATION

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