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HB18 • 2025

Deposit non-levy revenue in school equalization and property tax relief account

Deposit non-levy revenue in school equalization and property tax relief account

Education Taxes
Enacted

This bill passed the Legislature and reached final enactment based on the latest official action.

Sponsor
Mark Thane
Last action
2025-04-07
Official status
Chapter Number Assigned
Effective date
Not listed

Plain English Breakdown

The official source material does not provide specific details on how surplus funds are handled after repayment of state advances, leaving this aspect unclear.

Deposit Non-Levy Revenue into School Equalization Account

This law requires that certain non-levy revenue be deposited into a special account to support school funding and property tax relief.

What This Bill Does

  • Requires the deposit of non-levy revenue from specific taxes into the School Equalization and Property Tax Relief Account.

Who It Names or Affects

  • State government agencies responsible for revenue collection and distribution.
  • Counties receiving funds from the state general fund.

Terms To Know

non-levy revenue
Money collected through taxes or fees not directly related to property tax levies.
school equalization and property tax relief account
A special fund established by law to support school funding and reduce property taxes for residents.

Limits and Unknowns

  • The specific effective date of the bill is not provided in the official text.
  • Details on how surplus funds are handled after repayment of state advances are incomplete.

Amendments

These notes stay tied to the official amendment files and metadata from the legislature.

COMMITTEE

Plain English: Amendment 1 changes how revenue from certain taxes is distributed by redirecting it into the school equalization and property tax reduction account.

  • Modifies the distribution of tax revenues collected from bentonite mines that began production after December 31, 2004, to allocate a portion directly to the state general fund for the school equalization and property tax reduction account.
  • The amendment text is incomplete and technical, making it difficult to fully explain all changes without additional context or complete information.

Bill History

  1. 2025-04-07 HOUSE

    (H) Signed by Governor

  2. 2025-04-07 HOUSE

    Chapter Number Assigned

  3. 2025-04-01 SENATE

    (S) Signed by President

  4. 2025-04-01 HOUSE

    (H) Transmitted to Governor

  5. 2025-03-28 HOUSE

    (H) Signed by Speaker

  6. 2025-03-25 HOUSE

    (H) Returned from Enrolling

  7. 2025-03-21 SENATE

    (S) Scheduled for 3rd Reading

  8. 2025-03-21 SENATE

    (S) 3rd Reading Concurred

  9. 2025-03-21 HOUSE

    (H) Sent to Enrolling

  10. 2025-03-20 SENATE

    (S) Committee Executive Action--Bill Concurred

  11. 2025-03-20 SENATE

    (S) Committee Report--Bill Concurred

  12. 2025-03-17 SENATE

    (S) Hearing

  13. 2025-02-22 HOUSE

    (H) Revised Fiscal Note Printed

  14. 2025-02-21 HOUSE

    (H) Revised Fiscal Note Signed

  15. 2025-02-20 HOUSE

    (H) Revised Fiscal Note Received

  16. 2025-02-13 SENATE

    (S) Scheduled for 2nd Reading

  17. 2025-02-13 SENATE

    (S) 2nd Reading Concurred

  18. 2025-02-13 SENATE

    (S) Rereferred to Committee

  19. 2025-01-29 SENATE

    (S) Committee Executive Action--Bill Concurred

  20. 2025-01-29 SENATE

    (S) Committee Report--Bill Concurred

  21. 2025-01-23 SENATE

    (S) Hearing

  22. 2025-01-17 SENATE

    (S) First Reading

  23. 2025-01-17 SENATE

    (S) Referred to Committee

  24. 2025-01-16 HOUSE

    (H) Revised Fiscal Note Signed

  25. 2025-01-16 HOUSE

    (H) Scheduled for 3rd Reading

  26. 2025-01-16 HOUSE

    (H) Revised Fiscal Note Printed

  27. 2025-01-16 HOUSE

    (H) 3rd Reading Passed

  28. 2025-01-16 HOUSE

    (H) Transmitted to Senate

  29. 2025-01-15 HOUSE

    (H) Committee Report--Bill Passed

  30. 2025-01-15 HOUSE

    (H) Revised Fiscal Note Received

  31. 2025-01-14 HOUSE

    (H) Revised Fiscal Note Signed

  32. 2025-01-14 HOUSE

    (H) Revised Fiscal Note Printed

  33. 2025-01-14 HOUSE

    (H) Committee Executive Action--Bill Passed

  34. 2025-01-13 HOUSE

    (H) Hearing

  35. 2025-01-13 HOUSE

    (H) Revised Fiscal Note Received

  36. 2025-01-10 HOUSE

    (H) Scheduled for 2nd Reading

  37. 2025-01-10 HOUSE

    (H) 2nd Reading Passed

  38. 2025-01-10 HOUSE

    (H) Rereferred to Committee

  39. 2025-01-09 HOUSE

    (H) Fiscal Note Printed

  40. 2025-01-09 HOUSE

    (H) Committee Executive Action--Bill Passed as Amended

  41. 2025-01-09 HOUSE

    (H) Committee Report--Bill Passed as Amended

  42. 2025-01-09 HOUSE

    (H) Revised Fiscal Note Requested

  43. 2025-01-08 HOUSE

    (H) Fiscal Note Received

  44. 2025-01-08 HOUSE

    (H) Fiscal Note Signed

  45. 2025-01-06 HOUSE

    (H) First Reading

  46. 2025-01-06 HOUSE

    (H) Hearing

  47. 2024-12-20 HOUSE

    (H) Referred to Committee

  48. 2024-12-18 HOUSE

    (H) Fiscal Note Requested

  49. 2024-11-22 HOUSE

    (H) Introduced

  50. 2024-11-19 HOUSE

    (LC) Draft Delivered to Requester

  51. 2024-11-18 HOUSE

    (LC) Draft Ready for Delivery

  52. 2024-11-15 HOUSE

    (LC) Draft in Assembly

  53. 2024-11-07 HOUSE

    (LC) Draft in Final Drafter Review

  54. 2024-09-26 HOUSE

    (LC) Draft in Input/Proofing

  55. 2024-09-13 HOUSE

    (LC) Draft in Edit

  56. 2024-09-10 HOUSE

    (LC) Draft in Legal Review

  57. 2024-09-04 HOUSE

    (LC) Drafter Assigned

Official Summary Text

Deposit non-levy revenue in school equalization and property tax relief account

Current Bill Text

Read the full stored bill text
- 2025
69th Legislature 2025 HB 18
- 1 - Authorized Print Version – HB 18
ENROLLED BILL
AN ACT PROVIDING FOR THE DEPOSIT OF REVENUE ASSOCIATED WITH SCHOOL EQUALIZATION
LEVIES IN THE SCHOOL EQUALIZATION AND PROPERTY TAX REDUCTION ACCOUNT; AMENDING
SECTIONS 15-39-110, 17-3-222, 20-9-331, 20-9-332, AND 20-9-333, MCA; AND PROVIDING AN EFFECTIVE
DATE.
BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF MONTANA:
Section 1. Section 15-39-110, MCA, is amended to read:
"15-39-110. Distribution of taxes. (1)(a) For each semiannual period, the department shall
determine the amount of tax, late payment interest, and penalties collected under this part from bentonite mines
that produced bentonite before January 1, 2005. The tax is distributed as follows:provided in subsections (2)
through (9).
(b) For each semiannual period, the department shall determine the amount of tax, late payment
interest, and penalties collected under this part from bentonite mines that first began producing bentonite after
December 31, 2004. The tax is distributed as provided in subsection (10).
(2) The percentage of the tax determined under subsection (1)(a) and specified in subsections (3)
through (9) is allocated according to the following schedule:
(a) 2.33% to the state special revenue fund to be appropriated to the Montana university system
for the purposes of the state tax levy as provided in 15-10-109 ;
(b) 18.14% to the state general fund to be appropriated for the purposes of the tax levies as
provided in 20-9-331, 20-9-333, and 20-9-360 ;
(c) 3.35% to Carbon County to be distributed in proportion to current fiscal year mill levies in the
taxing jurisdictions in which production occurs, except a distribution may not be made for county and state
levies under 15-10-109, 20-9-331, 20-9-333, and 20-9-360 ; and
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69th Legislature 2025 HB 18
- 2 - Authorized Print Version – HB 18
ENROLLED BILL
(d) 76.18% to Carter County to be distributed in proportion to current fiscal year mill levies in the
taxing jurisdictions in which production occurs, except a distribution may not be made for county and state
levies under 15-10-109, 20-9-331, 20-9-333, and 20-9-360
(3) For the production of bentonite occurring after December 31, 2008, and before January 1,
2010, 60% of the tax determined under subsection (1)(a) must be distributed as provided in subsection (2) and
40% must be distributed as provided in subsection (10).
(4) For the production of bentonite occurring after December 31, 2009, and before January 1,
2011, 50% of the tax determined under subsection (1)(a) must be distributed as provided in subsection (2) and
50% must be distributed as provided in subsection (10).
(5) For the production of bentonite occurring after December 31, 2010, and before January 1,
2012, 40% of the tax determined under subsection (1)(a) must be distributed as provided in subsection (2) and
60% must be distributed as provided in subsection (10).
(6) For the production of bentonite occurring after December 31, 2011, and before January 1,
2013, 30% of the tax determined under subsection (1)(a) must be distributed as provided in subsection (2) and
70% must be distributed as provided in subsection (10).
(7) For the production of bentonite occurring after December 31, 2012, and before January 1,
2014, 20% of the tax determined under subsection (1)(a) must be distributed as provided in subsection (2) and
80% must be distributed as provided in subsection (10).
(8) For the production of bentonite occurring after December 31, 2013, and before January 1,
2015, 10% of the tax determined under subsection (1)(a) must be distributed as provided in subsection (2) and
90% must be distributed as provided in subsection (10).
(9) For the production of bentonite occurring in tax years beginning after December 31, 2014,
100% of the tax determined under subsection (1)(a) must be distributed as provided in subsection (10).
(10) For the production of bentonite, 100% of the tax determined under subsection (1)(b) and the
distribution percentages determined under subsections (3) through (9) are allocated according to the following
schedule:
(a) 1.30% to the state special revenue fund to be appropriated to the Montana university system
for the purposes of the state tax levy as provided in 15-10-109;
- 2025
69th Legislature 2025 HB 18
- 3 - Authorized Print Version – HB 18
ENROLLED BILL
(b) 20.75% to the state general fund school equalization and property tax reduction account
established in 20-9-336 to be appropriated for the purposes of the tax levies as provided in 20-9-331, 20-9-333,
and 20-9-360; and
(c) 77.95% to the county in which production occurred to be distributed in proportion to current
fiscal year mill levies in the taxing jurisdictions in which production occurs, except a distribution may not be
made for county and state levies under 15-10-109, 20-9-331, 20-9-333, and 20-9-360.
(11)(2) Except as provided by in subsection (14) (5), the department shall remit the amounts to be
distributed in this section to the county treasurer by the following dates:
(a) On or before October 1 of each year, the department shall remit the county's share of bentonite
production tax payments received for the semiannual period ending June 30 of the current year to the county
treasurer.
(b) On or before April 1 of each year, the department shall remit the county's share of bentonite
production tax payments received to the county treasurer for the semiannual period ending December 31 of the
previous year.
(12)(3) (a) The department shall also provide to each county the amount of gross yield of value from
bentonite, including royalties, for the previous calendar year. Thirty-three and one-third percent of the gross
yield of value must be treated as taxable value for determining school district debt limits under 20-9-406.
(b) The percentage amount of the gross yield of value determined under subsection (12)(a) (3)(a)
must be treated as assessed value under 15-8-111 for the purposes of local government debt limits and other
bonding provisions as provided by law.
(13)(4) The bentonite tax proceeds are statutorily appropriated, as provided in 17-7-502, to the
department for distribution as provided in this section.
(14)(5) A payment required pursuant to this section may be withheld if, for more than 90 days, a local
government fails to:
(a) file a financial report required by 15-1-504;
(b) remit any amounts collected on behalf of the state as required by 15-1-504; or
(c) remit any other amounts owed to the state or another taxing jurisdiction."
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69th Legislature 2025 HB 18
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ENROLLED BILL
Section 2. Section 17-3-222, MCA, is amended to read:
"17-3-222. Apportionment of money to counties. (1) The state treasurer shall apportion the money
received under 17-3-221 to the appropriate counties and then allocate the money due each county as follows:
(a) 50% to the county treasurer for deposit in the county general fund; and
(b) 50% to the state general fund school equalization and property tax reduction account
established in 20-9-336 to be used for the elementary BASE funding programs of the school districts in the
county.
(2) The payments from the state to the county treasurers provided for in subsection (1) are
statutorily appropriated as provided in 17-7-502."
Section 3. Section 20-9-331, MCA, is amended to read:
"20-9-331. Basic county tax for elementary equalization and other revenue for county
equalization of elementary BASE funding program. (1) Subject to 15-10-420, the county commissioners of
each county shall levy an annual basic county tax of 33 mills on the dollar of the taxable value of all taxable
property within the county, except for property subject to a tax or fee under 61-3-321(2) or (3), 61-3-529, 61-3-
537, 61-3-562, 61-3-570, and 67-3-204, for the purposes of elementary equalization and state BASE funding
program support. The revenue collected from this levy must be apportioned to the support of the elementary
BASE funding programs of the school districts in the county and to the school equalization and property tax
reduction account established in 20-9-336 in the following manner:
(a) In order to determine the amount of revenue raised by this levy that is retained by the county,
the sum of the estimated revenue identified in subsection (2) must be subtracted from the total of the BASE
funding programs of all elementary districts of the county.
(b) If the basic levy and other revenue prescribed by this section produce more revenue than is
required to repay a state advance for county equalization, the county treasurer shall remit the surplus funds to
the department of revenue, as provided in 15-1-504, for deposit to the state general fund school equalization
and property tax reduction account established in 20-9-336 immediately upon on occurrence of a surplus
balance and each subsequent month, with any final remittance due no later than June 20 of the fiscal year for
which the levy has been set.
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69th Legislature 2025 HB 18
- 5 - Authorized Print Version – HB 18
ENROLLED BILL
(2) (a) The revenue realized from the county's portion of the levy prescribed by this section and the
revenue from the following sources must be deposited in the school equalization and property tax reduction
account established in 20-9-336 and be used for the equalization of the elementary BASE funding program of
the county as prescribed in 20-9-335, and a separate accounting must be kept of the revenue by the county
treasurer in accordance with 20-9-212(1):
(a)(i) the portion of the federal Taylor Grazing Act funds designated for the elementary county
equalization fund under the provisions of 17-3-222;
(b)(ii) the portion of the federal flood control act funds distributed to a county and designated for
expenditure for the benefit of the county common schools under the provisions of 17-3-232;
(c)(iii) all money paid into the county treasury as a result of fines for violations of law under the
provisions of 20-9-332, except money paid to a justice's court, and the use of which is not otherwise specified
by law;
(d)(iv) any money remaining at the end of the immediately preceding school fiscal year in the county
treasurer's accounts for the various sources of revenue established or referred to in this section;
(e)(v) any federal or state money distributed to the county as payment in lieu of property taxation,
including federal forest reserve funds allocated under the provisions of 17-3-213; and
(f)(vi) gross proceeds taxes from coal under 15-23-703; and
(g) oil and natural gas production taxes.
(b) In accordance with 20-9-212(1), the county treasurer shall keep a separate accounting of the
revenue provided for in subsection (2)(a)."
Section 4. Section 20-9-332, MCA, is amended to read:
"20-9-332. Fines and penalties proceeds for elementary county equalization. All fines and
penalties collected under the provisions of this title, except those collected by a justice's court, must be paid into
the elementary county equalization fund as provided by 20-9-331(2)(c)(2)(a)(iii). In order to implement this
section and any other provision of law requiring the deposit of fines in the elementary county equalization fund,
a report must be made to the county superintendent of the county, at the close of each term, by the clerk of
each district court, reporting all fines imposed and collected during the term and indicating the type of violation
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69th Legislature 2025 HB 18
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ENROLLED BILL
and the date of collection."
Section 5. Section 20-9-333, MCA, is amended to read:
"20-9-333. Basic county tax for high school equalization and other revenue for county
equalization of high school BASE funding program. (1) Subject to 15-10-420, the county commissioners of
each county shall levy an annual basic county tax of 22 mills on the dollar of the taxable value of all taxable
property within the county, except for property subject to a tax or fee under 61-3-321(2) or (3), 61-3-529, 61-3-
537, 61-3-562, 61-3-570, and 67-3-204, for the purposes of high school equalization and state BASE funding
program support. The revenue collected from this levy must be apportioned to the support of the BASE funding
programs of high school districts in the county and to the school equalization and property tax reduction
account established in 20-9-336 in the following manner:
(a) In order to determine the amount of revenue raised by this levy that is retained by the county,
the sum of the estimated revenue identified in subsection (2) must be subtracted from the sum of the county's
high school tuition obligation and the total of the BASE funding programs of all high school districts of the
county.
(b) If the basic levy and other revenue prescribed by this section produce more revenue than is
required to repay a state advance for county equalization, the county treasurer shall remit the surplus funds to
the department of revenue, as provided in 15-1-504, for deposit to the state general fund school equalization
and property tax reduction account established in 20-9-336 immediately upon on occurrence of a surplus
balance and each subsequent month, with any final remittance due no later than June 20 of the fiscal year for
which the levy has been set.
(2) (a) The revenue realized from the county's portion of the levy prescribed in this section and the
revenue from the following sources must be deposited in the school equalization and property tax reduction
account established in 20-9-336 and be used for the equalization of the high school BASE funding program of
the county as prescribed in 20-9-335, and a separate accounting must be kept of the revenue by the county
treasurer in accordance with 20-9-212(1):
(a)(i) any money remaining at the end of the immediately preceding school fiscal year in the county
treasurer's accounts for the various sources of revenue established in this section;
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69th Legislature 2025 HB 18
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ENROLLED BILL
(b)(ii) any federal or state money distributed to the county as payment in lieu of property taxation,
including federal forest reserve funds allocated under the provisions of 17-3-213; and
(c)(iii) gross proceeds taxes from coal under 15-23-703; and
(d) oil and natural gas production taxes.
(b) In accordance with 20-9-212(1), the county treasurer shall keep a separate accounting of the
revenue provided for in subsection (2)(a)."
Section 6. Effective date. [This act] is effective July 1, 2025.
- END -
I hereby certify that the within bill,
HB 18, originated in the House.
___________________________________________
Chief Clerk of the House
___________________________________________
Speaker of the House
Signed this _______________________________day
of____________________________________, 2025.
___________________________________________
President of the Senate
Signed this _______________________________day
of____________________________________, 2025.
HOUSE BILL NO. 18
INTRODUCED BY M. THANE
BY REQUEST OF THE REVENUE INTERIM COMMITTEE
AN ACT PROVIDING FOR THE DEPOSIT OF REVENUE ASSOCIATED WITH SCHOOL EQUALIZATION
LEVIES IN THE SCHOOL EQUALIZATION AND PROPERTY TAX REDUCTION ACCOUNT; AMENDING
SECTIONS 15-39-110, 17-3-222, 20-9-331, 20-9-332, AND 20-9-333, MCA; AND PROVIDING AN EFFECTIVE
DATE.