Mission
ENRICHING THE LIVES OF ALL MONTANANS THROUGH STRONG COMMUNITY-FOCUSED BANKS.
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
Where $100 goes at Montana Bankers Association
How Montana Bankers Association divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$99
Programs
the work itself
$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $99 for programs
$50
Educational conferences for members
$49
Annual convention for members
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
GENERAL PROGRAM SUPPORT
$8,500
GENERAL PROGRAM SUPPORT
$8,500
MSU COMMUNITY BANKING PROGRAM
$50,000
GENERAL PROGRAM SUPPORT
$8,500
MONTANA STATE UNIVERSITY
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
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.