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Nonprofiteer
← MONTANA SELF-INSURERS GUARANTY FUND

Form 990 for tax year 2023

Filed by MONTANA SELF-INSURERS GUARANTY FUND.

Totals

Total revenue
$204,736
Total expenses
$66,166
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$109,363
Investment income
$95,373
Other revenue
$0
Total assets, end of year
$3,535,458
Total liabilities, end of year
$404,873
Net assets or fund balances, end of year
$3,130,585
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Member Assessments

    total $109,363 · related or exempt $109,363

  • 3 · Investment income

    total $95,373 · excluded $95,373

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $61,197

  • 11c · Fees: accounting

    total $4,850

  • 13 · Office expenses

    total $10

  • 23 · Insurance

    total $109

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16 · end of year $8,347

  • 2 · Savings and temporary cash investments

    beginning of year $3,263,762 · end of year $3,519,851

  • 9 · Prepaid expenses and deferred charges

    beginning of year $136 · end of year $27

  • 15 · Other assets

    beginning of year $5,078 · end of year $7,233

  • 25 · Other liabilities

    beginning of year $353,667 · end of year $404,873

  • 27 · Net assets without donor restrictions

    beginning of year $2,915,325 · end of year $3,130,585

Mission and programs · 2023

Mission

Workers Compensation Self-Insurers Guaranty Fund is required by the State of Montana statutes (Montana Code Annotated Title 39, Chapter 71, Part 26).

Activities or mission (Part I)

To provide coverage of workers compensation claims for bankrupt member self-insurers in Montana.

  • The Montana Self-Insurers Guaranty Fund provides for coverage of workers compensation claims of bankrupt self-insurers in the State of Montana when needed. All self-insurers for workers compensation in the State of Montana must belong to the Montana Self-Insurers Guaranty Fund. Currently there are 24 active members.

As filed on the 2023 return.

Listed in Part VII

  • Donna Haeder

    President/Chairperson

    Total calculated
    $0
    Hours/week
    1

  • Greg Johnson

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Lea Potozcny

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jamie Haun

    Board Member (Until 5/24)

    Total calculated
    $0
    Hours/week
    1

  • Chris Hopkins

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Carla Inama

    Board Member (From 5/24)

    Total calculated
    $0
    Hours/week
    1

  • Janet Bastian

    Executive Director

    Total calculated
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
7 April 2025
IRS schema version
2023v6.0
Source object
202540989349300939

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