Form 990 for tax year 2024
Filed by BOARD OF TRUSTEES AGC TRUST OF MONTANA.
Totals
- Total revenue
- $10,904,038
- Total expenses
- $11,135,528
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $9,907,544
- Investment income
- $989,424
- Other revenue
- $7,070
- Total assets, end of year
- $19,569,801
- Total liabilities, end of year
- $1,776,371
- Net assets or fund balances, end of year
- $17,793,430
- 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: CONTRIBUTIONS, EMPLOYER
total $9,649,222 · related or exempt $9,649,222
-
2b · Program service revenue: CONTRIBUTIONS, RETIREES
total $180,753 · related or exempt $180,753
-
2c · Program service revenue: CONTRIBUTIONS, PARTICIPANTS
total $77,569 · related or exempt $77,569
-
3 · Investment income
total $743,032 · excluded $743,032
-
7a · Gross sales of assets other than inventory
securities $9,132,068
-
7b · Less cost or other basis and sales expenses
securities $8,885,676
-
7c · Gain or loss
securities $246,392
-
7d · Net gain or loss
total $246,392 · excluded $246,392
-
11a · Other revenue: PENALTIES AND INTEREST
total $7,070 · related or exempt $7,070
-
11e · Other revenue, total
$7,070
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $10,217,950
-
11a · Fees: management
total $616,505
-
11b · Fees: legal
total $42,918
-
11c · Fees: accounting
total $13,790
-
11f · Fees: investment management
total $79,269
-
11g · Fees: other
total $82,290
-
13 · Office expenses
total $53,638
-
17 · Travel
total $17,131
-
23 · Insurance
total $12,037
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,033,222 · end of year $231,554
-
2 · Savings and temporary cash investments
beginning of year $687,438 · end of year $2,351,170
-
4 · Accounts receivable
beginning of year $961,995 · end of year $1,263,261
-
9 · Prepaid expenses and deferred charges
beginning of year $2,410 · end of year $63,211
-
11 · Investments: publicly traded securities
beginning of year $16,323,353 · end of year $15,613,010
-
15 · Other assets
beginning of year $40,429 · end of year $47,595
-
17 · Accounts payable and accrued expenses
beginning of year $40,445 · end of year $22,330
-
25 · Other liabilities
beginning of year $1,963,244 · end of year $1,754,041
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $18,045,158 · end of year $17,793,430
Mission and programs · 2024
Mission
PROVIDE PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS.
-
PROVIDE PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS.
As filed on the 2024 return.
Listed in Part VII
-
Richard J MorrisonRICHARD J MORRISON
CHAIRMAN, EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Cody MorrittCODY MORRITT
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Nick PatchNICK PATCH
EMPLOYER TRUSTEE (OUTGOING)
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Tracy ThompsonTRACY THOMPSON
UNION TRUSTEE
- Total calculated
- $95,962
- From this org
- $0
- From related orgs
- $58,962
- Other
- $37,000
- Hours/week
- 1 + 40 related
-
Adam HaightADAM HAIGHT
UNION TRUSTEE
- Total calculated
- $112,000
- From this org
- $0
- From related orgs
- $75,000
- Other
- $37,000
- Hours/week
- 1 + 40 related
-
Mickey MulhollandMICKEY MULHOLLAND
SECRETARY, UNION TRUSTEE
- Total calculated
- $50,111
- From this org
- $0
- From related orgs
- $13,111
- Other
- $37,000
- Hours/week
- 1 + 40 related
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ANACONDA HOUSING AUTHORITY
CONTRIBUTING EMPLOYER
-
BERT MOONEY AIRPORT AUTHORITY
CONTRIBUTING EMPLOYER
-
BUTTE PUBLIC HOUSING AUTHORITY
CONTRIBUTING EMPLOYER
-
BUTTE-SILVER BOW
CONTRIBUTING EMPLOYER
-
CEMENT MASONS LOCAL 72
CONTRIBUTING EMPLOYER
-
CONSTRUCTION AND GENERAL LABORER UNION 1271
CONTRIBUTING EMPLOYER
-
FRATERNAL ORDER OF EAGLES
CONTRIBUTING EMPLOYER
-
LABORERS AGC APPRENTICESHIP TRAINING & WORK PREPAREDNESS TRUST OF MONTANA
501(C)(3) · MULTIEMPLOYER TRAINING TRUST · MT
-
LIUNA LOCAL 1686
CONTRIBUTING EMPLOYER
-
MONTANA NURSES' ASSOCIATION
CONTRIBUTING EMPLOYER
-
NORTHERN CALIFORNIA LABORERS
CONTRIBUTING EMPLOYER
-
NORTHWEST REGIONAL ORGANIZING COALITION
CONTRIBUTING EMPLOYER
-
NW LABORERS H & S FUND
CONTRIBUTING EMPLOYER
-
OREGON LABORERS EMPLOYERS TR
CONTRIBUTING EMPLOYER
-
SUN RIVER VALLEY SCHOOL DISTRICT
CONTRIBUTING EMPLOYER
-
LABORERS AGC PENSION TRUST OF MONTANA
501(C)(5) · MULTIEMPLOYER PENSION TRUST · MT
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
ABATEMENT CONTRACTORS OF MONTANA LLC
-
ALL AMERICAN UNDERGROUND
-
ANDIS LLC
-
APPALACHIAN PIPELINE CONTRACTORS
-
B&N CLEARING AND ENVIRONMENTAL LLC
-
BABCOCK & WILCOX CONST CO LLC
-
BAKER CONCRETE CONSTRUCTION
-
BAKER ELECTRIC
-
BARIN GROUP
-
BENTLEY CONSTRUCTION
-
BLATTNER ENERGY LLC
-
CHARPS LLC
-
CONDON-JOHNSON & ASSOCIATES
-
CONSTRUCTION TURN AROUND
-
COP CONSTRUCTION LLC
-
DLB SERVICES LLC
-
EPC
-
ESTECH LLC
-
FABCON PRECAST LLC
-
HANGING H COMPANIES LLC
-
IDAHO ENVIRONMENTAL COALITION LLC
-
INFRASOURCE CONSTRUCTION LLC
-
INTEGRITY KOKOSING PIPELINE
-
JEFFERY CONTRACTING LLC
-
JH KELLY LLC
-
JT THORPE & SONS
-
KISSOCK CONSTRUCTION LLC
-
L & N CONCRETE PUMPING LLC
-
MILE HIGH EXCAVATING LLC
-
NADEAU CONCRETE LLC
-
NORTH COUNTRY DIRECTIONAL DRILLING
-
NPL GREAT LAKES
-
PACIFIC NORTHWEST ENVIRONMENTAL
-
PRECISION DEWATERING LLC
-
PRECISION PIPELINE LLC
-
PRECISION PRECAST ERECTORS LLC
-
PRECISION WEST LLC
-
PULLMAN POWER LLC
-
Q&D CONSTRUCTION LLC
-
ROYAL ELECTRIC
-
US COATING APPLICATORS
-
WALSH CONSTRUCTION CO OF IL
-
WASLEY EXCAVATING LLC
-
WHITE RESOURCES LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
3 RIVERS ENTERPRISES INC
-
ACME CONCRETE PAVING INC
-
ALPINE SIGNS INC
-
ANDERSON MASONRY INC
-
ASSOCIATED PIPELINE CONSTRUCTION INC
-
BAILEY MASONRY INC
-
BECKMAN CONTRACTING INC
-
BOUTEN CONSTRUCTION CO
-
BUILDERS FIRSTSOURCE
-
C & H CONSTRUCTION CORP
-
C H MURPHYCLARK-ULLMAN INC
-
CHUCK JENNE MASONRY INC
-
COATINGS UNLIMITED
-
CORAL CONSTRUCTION CO INC
-
CORVAL CONSTRUCTORS INC
-
DELHUR INDUSTRIES INC
-
DENNIS MONGER MASONRY INC
-
DR CONSTRUCTION & SONS INC
-
DRILL TECH DRILLING & SHORING INC
-
ED BOLAND CONSTRUCTION INC
-
ENERFAB POWER & INDUSTRIAL INC
-
ENERGY WEST MONTANA INC
-
FAITH ENTERPRISES INC
-
FORTIS CONSTRUCTION INC
-
FRANK GURNEY INC
-
GAGNON INC
-
GARCO CONSTRUCTION
-
GRANITE CONSTRUCTION CO
-
GRAYCOR INDUSTRIAL CONST INC
-
GUY NIELSON COMPANY
-
HAYDEN WRECKING CORP
-
HOFFMAN EXCAVATING INC
-
HOLLOW CONTRACTING INC
-
HOSCHEID MASONRY
-
HUNTER BROTHERS CONST INC
-
INDUSTRIAL SERVICES INC
-
INTERSTATE IMPROVEMENT INC
-
JAY FORTUNE CONSTRUCTION INC
-
JE DUNN CONSTRUCTION CO
-
JOHNSON CONSTRUCTION INC
-
K & K ROOFING & EXCAVATION INC
-
LANEY DIRECTIONAL-WY
-
LEGACY CONTRACTING INC
-
LEPROWSE CONSTRUCTION INC
-
LUNDA CONSTRUCTION CO
-
MARKOVICH BILL INC
-
MICHELS CONSTRUCTION INC
-
MICHELS PIPELINE CONST INC
-
MICHELS TRENCHLESS INC
-
MICHELS UTILITY SERVICES
-
MILNE MASONRY
-
MINNESOTA LIMITED INC
-
MOUNTAIN WEST HOLDING COMPANY
-
MT MATERIALS & CONSTRUCTION
-
NAES POWER CONTRACTORS INC
-
OFTEDAL CONSTRUCTION INC
-
PIPING & EQUIPMENT CO
-
POTEET CONSTRUCTION INC
-
PRECISION HIGHWAY CONTRACTORS INC
-
PRICE GREGORY INTERNATIONAL INC
-
PROSPECT CONSTRUCTIONINC
-
ROCKFORD CORPORATION
-
SCHELLINGER CONSTRUCTION CO INC
-
SCHMID PIPELINE CONSTRUCTION INC
-
SKAAR CONSTRUCTION INC
-
SLETTEN CONSTRUCTION COMPANY
-
SNELSON COMPANIES INC
-
SUNROC CONSTRUCTION CO INC
-
SWANK BUILDERS INC
-
TABBERT CONSTRUCTION INC
-
THE JAMAR COMPANY
-
TURNER CONSTRUCTION COMPANY
-
UNITED PIPING INC
-
US PIPELINE INC
-
VADNAIS TRENCHLESS SERVICES
-
WELDTECH SERVICES INC
-
WESTERN REFRACTORY CONSTRUCTION INC
-
WESTERN WATERPROOFING CO INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630489349300548
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