MONTANA BUDGET AND POLICY CENTER

Address
101 NORTH LAST CHANCE GULCH
HELENA, MT 59601
Contact
Website: http://www.montanabudget.org
Phone: +1 (406) 422-5848
Nonprofit
NTEE: W05 - Research Institutes and/or Public Policy Analysis
EIN: 80-0624179

Mission

TO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX, AND ECONOMIC ISSUES THAT IMPACT LOW-AND-MODERATE-INCOME MONTANANS.
 201720162015
Basic features of the organization
Year of formation2010
Subsection501(c)(3)
Organization typeCorporation
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$165,275.00$159,135.00$170,123.00
Sum of reportable (W2/1099) compensation$156,000.00$150,000.00$179,282.00
Number of employees768
Number of people compensated >$100k000
Number of volunteers 88
Number of highly compensated contractors000
Personnel
Burke, Eric
Title Treasurer 
Name of key/compensated person ERIC BURKE 
Average hours per week working for org 2.00 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director, Officer 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.00 
Burke, Erik
Title  Treasurer
Name of key/compensated person  ERIK BURKE
Average hours per week working for org  2.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Officer
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.00
Clifford, Claudia
Title  Director
Name of key/compensated person  CLAUDIA CLIFFORD
Average hours per week working for org  4.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.00
Jensen, Tara
TitleCO EXEC. DIRECTORCO-EXEC DIRCO-EXEC DIR
Name of key/compensated personTARA B JENSENTARA JENSENTARA JENSEN
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$78,000.00$75,000.00$48,750.00
Other comp, non-reportable, from org and related orgs$2,340.00$2,250.00$0.00
PositionKey employeeOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Keogh, Ross
TitleDirectorDirectorDirector
Name of key/compensated personROSS KEOGHROSS KEOGHROSS KEOGH
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Leow, Sarah
Title  FORMER EXEC DIR
Name of key/compensated person  SARAH COBLER LEOW
Average hours per week working for org  40.00
Reportable compensation from org  $75,115.00
Other comp, non-reportable, from org and related orgs  $2,253.00
Position  Officer
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.00
Mitchell, Doug
TitleDirectorDirector 
Name of key/compensated personDOUG MITCHELLDOUG MITCHELL 
Average hours per week working for org2.002.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.000.00 
O'Loughlin, Heather
TitleCO EXEC. DIRECTORCO-EXEC DIRCO-EXEC DIR
Name of key/compensated personHEATHER O'LOUGHLINHEATHER O'LOUGHLINHEATHER O'LOUGHLIN
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$78,000.00$75,000.00$55,417.00
Other comp, non-reportable, from org and related orgs$2,340.00$2,250.00$0.00
PositionKey employeeOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Parks, Richard
TitleChairmanChairmanPresident
Name of key/compensated personRICHARD PARKSRICHARD PARKSRICHARD PARKS
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Rice, Sheila
TitleSecretarySecretarySecretary
Name of key/compensated personSHEILA RICESHEILA RICESHEILA RICE
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Semmens, Mark
Title  Director
Name of key/compensated person  MARK SEMMENS
Average hours per week working for org  2.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.00
Sexton, Ron
TitleDirectorDirector 
Name of key/compensated personDR RON SEXTONRON SEXTON 
Average hours per week working for org2.002.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.000.00 
Shropshire, Audra
TitleTreasurerDirectorDirector
Name of key/compensated personAUDRA SHROPSHIREAUDRA SHROPSHIREAUDRA SHROPSHIRE
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00
Weaver, Sally
TitleDirectorDirector 
Name of key/compensated personSALLY WEAVERSALLY WEAVER 
Average hours per week working for org2.002.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.000.00 
Purpose: mission, activities & accomplishments
Mission or significant activitiesTO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX, AND ECONOMIC ISSUES THAT IMPACT LOW-AND-MODERATE-INCOME MONTANANS.TO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX, AND ECONOMIC ISSUES THAT IMPACT LOW - AND - MODERATE - INCOME MONTANANS.TO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX AND ECONOMIC ISSUES THAT IMPACT LOW- AND MODERATE- INCOME MONTANANS.
Program expenses (total)$523,144.00$402,001.00$423,668.00
Programs, including revenue & expenses
TO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX AND ECONOMIC ISSUES THAT IMPACT LOW-AND-MODERATE-INCOME MONTANANS. THE MONTANA BUDGET AND POLICY CENTER (A) CONDUCTED RESEARCH AND ANALYSIS RESULTING IN PUBLISHED REPORTS AND (B) HELD PRESENTATIONS FOR THE GENERAL PUBLIC WITH OVER 900 PEOPLE IN ATTENDANCE.
Program expenses$523,144.00$402,001.00$423,668.00
Grants and allocations made$105,880.00$26,500.00$23,250.00
Program revenue$679,073.00$543,320.00 
Program descriptionTO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX AND ECONOMIC ISSUES THAT IMPACT LOW-AND-MODERATE-INCOME MONTANANS. THE MONTANA BUDGET AND POLICY CENTER (A) CONDUCTED RESEARCH AND ANALYSIS RESULTING IN PUBLISHED REPORTS AND (B) HELD PRESENTATIONS FOR THE GENERAL PUBLIC WITH OVER 900 PEOPLE IN ATTENDANCE.TO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX AND ECONOMIC ISSUES THAT IMPACT LOW- AND MODERATE- INCOME MONTANANS. THE MONTANA BUDGET AND POLICY CENTER (A) CONDUCTED RESEARCH AND ANALYSIS RESULTING IN PUBLISHED REPORTS AND (B) HELD PRESENTATIONS FOR THE GENERAL PUBLIC WITH OVER 900 PEOPLE IN ATTENDANCE.TO STUDY AND EDUCATE THE PUBLIC ON STATE BUDGET, TAX AND ECONOMIC ISSUES THAT IMPACT LOW- AND MODERATE- INCOME MONTANANS. THE MONTANA BUDGET AND POLICY CENTER (A) CONDUCTED RESEARCH AND ANALYSIS RESULTING IN PUBLISHED REPORTS AND (B) HELD PRESENTATIONS FOR THE GENERAL PUBLIC WITH OVER 900 PEOPLE IN ATTENDANCE.
Financial data
Expense categories (totals)
Sum (total functional expenses)$580,043.00$453,209.00$478,269.00
Program services (total functional expenses)$523,144.00$402,001.00$423,668.00
Management & general (total functional expenses)$42,675.00$38,404.00$40,951.00
Fundraising (total functional expenses)$14,224.00$12,804.00$13,650.00
Revenue
Total revenue$683,073.00$618,466.00$518,144.00
Program service revenue (total)$0.00$0.00$0.00
Revenue from contributions (total)$679,073.00$615,384.00$433,144.00
Investment income$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$4,000.00$3,082.00$85,000.00
Total revenue from grants, etc., current yr$679,073.00$615,384.00$433,144.00
Gross receipts$683,073.00$618,466.00$518,144.00
Sources of contributions
Revenue from all other contributions$679,073.00$615,384.00$433,144.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00
Miscellaneous revenue (total)$4,000.00$0.00$85,000.00
Net revenue from gaming (total)$0.00$0.00$0.00
Income from dividends, interest, and similar investments$0.00$0.00$0.00
Net rental income$0.00$0.00$0.00
Net income from fundraising events$0.00$3,082.00$0.00
Net inventory sales (total)$0.00$0.00$0.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00
Legal fees (total)$0.00$0.00$0.00
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00
Investment management fees (total)$0.00$0.00$0.00
Accounting service fees (total)$8,443.00$12,289.00$17,115.00
Assets and liabilities
Total assets$446,436.00$336,626.00$172,090.00
Total assets, beginning of year$336,626.00$172,090.00$123,963.00
Total liabilities$23,592.00$16,812.00$17,533.00
Total liabilities, beginning of year$16,812.00$17,533.00$9,281.00
Pledges & accounts receivable, net$25,000.00$54,000.00$3,316.00
Loans & receivables from key persons$0.00$0.00$0.00
Temporarily restricted net assets$178,804.00$282,687.00$58,325.00
Net assets$422,844.00$319,814.00$154,557.00
Net assets, beginning of year$319,814.00$154,557.00$114,682.00
Intangible assets$0.00$0.00$0.00
Other assets$995.00$995.00$995.00
Investments: other securities$0.00$0.00$0.00
Investments: publicly traded securities$0.00$0.00$0.00
Cash: non-interest bearing$420,441.00$277,440.00$159,300.00
Cash: non-interest bearing, beginning of year$277,440.00$159,300.00$120,869.00
Investments: program-related$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00
Other financial variables
Revenue less expenses$103,030.00$165,257.00$39,875.00
Advertising (total)$6,273.00$200.00$9.00
Savings & temp cash investment$0.00$0.00$0.00
Accounts receivable, net$0.00$0.00$5,000.00
Prepaid expenses & deferred charges$0.00$4,191.00$3,479.00
Accounts payable & accrued expenses$23,592.00$16,812.00$17,533.00
Total net assets or fund balances$422,844.00$319,814.00$154,557.00
Depreciation, depletion, amortization$0.00$0.00$0.00
Payment to affiliates$0.00$0.00$0.00
Governance and accountability
Number of voting members777
Number of independent voting members777
Financial sheets audited  True
Tax year start date2016-10-012015-10-012014-10-01
Tax year end date2017-09-302016-09-302015-09-30
Accounting methodAccrualAccrualAccrual
Indicators for schedules (selected)
LobbiedTrueTrueTrue
Grants to domestic org/gov't >$5kTrueTrueTrue
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-04-032017-08-142016-07-22
IRS schema version2016v3.02015v3.02014v6.0
Filing identifier201810679349301316201730729349300118201610759349300711
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