Montana Business Assistance Connection

HELENA, MT EIN: 36-3693967 Website

MONTANA BUSINESS ASSISTANCE CONNECTION, INC. SUPPORTS THE RETENTION OF EXISTING JOBS AND PROMOTES CREATE OF NEW JOBS IN LEWIS & CLARK, BROADWATER, AND MEAGHER COUNTIES. THIS IS ACCOMPLISHED THROUGH THE CREATION, PROMOTION AND MANAGEMENT OF PUBLIC AND PRIVATE REVLOVING LOAN FUNDS, PROVIDING TRAINING, COUNSELING, TECHNICAL ASSISTANCE AND ACCESS TO CAPITAL FOR START UP OR EXPANSION OF QUALIFIED BUSINESSES, AND THE PROMOTION AND EVALUATION OF COUNTY AND CITY COMMUNITY DEVELOPMENT BLOCK GRANT REQUESTS AND MANAGEMENT OF THESE LOANS.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$15.5M

+8.8% YoY

Annual Giving

$106K

-16.3% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$27K

+46.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$511K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$15,500,013$14,245,101$13,027,178
Revenue$1,669,414$1,733,307$1,856,589
Expenses$1,195,425$1,208,719$1,510,271
Qualifying Distributions
Net Investment Income$13,179$4,894$1,546
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$92K$184K$276K$368K0 grants20201 grants202116 grants20227 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

THE HELENA SYMPHONY$56KCOPPER PINES LLC$30KOLD SALT CO-OP LLC$10KTHE PRESCHOOL ON BROADWAY$10K

Grant Size Distribution

28 grants across all recorded years

26<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Montana Business Assistance Connection fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BRIAN OBERTEXECUTIVE DIRECTOR$94K

From 2024 filing

NameTitleHoursCompensation
VICKIE RAUSERPAST PRESIDENT1
DUSTIN STEWARTPRESIDENT1
ANDY SHIRTLIFFVICE PRESIDENT1
JENNY TAYLORTREASURER1
KALI WICKSSECRETARY1
DAVE ALLARDBOARD MEMBER1
WES FEISTBOARD MEMBER1
DALLAS RASSMUSSENBOARD MEMBER1
TOM ROLFBOARD MEMBER1
JACKSON ROSEBOARD MEMBER1
VICTOR SAMPLEBOARD MEMBER1
CALLIE ASCHIMFORMER BOARD MEMBER1
GINGER KUNZFORMER BOARD MEMBER1
SANDRA BAUMANFORMER BOARD MEMBER1
LINDSEY RICHTMYERLIASON1
BRIAN OBERTEXECUTIVE DIRECTOR40$93,631

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

BozemanEast HelenaHelenaLincolnSpokane ValleyTownsend

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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