Public Charity

MONTANA BANKERS ASSOCIATION

MONTANA BANKERS ASSOCIATION is a Public Charity headquartered in HELENA, MT. Financial data from the 2024 filing: $765K revenue, $730K expenses, $4.8M total assets. IRS filings disclose 6 grants awarded by this foundation, totaling roughly $176K.

EIN: 810169164 HELENA, MT Latest filing: 2024
Total Revenue$765K
Total Expenses$730K
Total Assets$4.8M
Grants Given6
Grant Total$176K
Filing Years2020–2024

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
PRESIDENT/CEO Cary Hegreberg
SECRETARY/TREASURER Charlie Pipal
DIRECTOR Chuck Eble
DIRECTOR Jenny Nyrgren
CHAIR Kc Hickok

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
2024 $765K $730K $4.8M
2023 $746K $691K $4.3M
2022 $731K $664K $3.9M
2021 $597K $493K $4.0M
2020 $603K $640K $3.3M

Between 2020 and 2024, reported annual revenue grew from $603K to $765K (+27%), with total assets most recently reported at $4.8M.

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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