Totals
- Total revenue
- $39,286,768
- Total expenses
- $41,251,002
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $39,089,685
- Investment income
- $197,083
- Other revenue
- $0
- Total assets, end of year
- $7,949,957
- Total liabilities, end of year
- $7,953,027
- Net assets or fund balances, end of year
- -$3,070
- 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
total $38,518,070 · related or exempt $38,518,070
-
2b · Program service revenue: Stop-loss Insurance Reimbursement
total $493,899 · related or exempt $493,899
-
2f · All other program service revenue
total $77,716 · related or exempt $77,716
-
3 · Investment income
total $197,834 · unrelated business $197,834
-
7a · Gross sales of assets other than inventory
securities $3,679,678
-
7b · Less cost or other basis and sales expenses
securities $3,680,429
-
7c · Gain or loss
securities -$751
-
7d · Net gain or loss
total -$751 · unrelated business -$751
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $36,947,551
-
5 · Compensation of officers, directors and key employees
total $201,204
-
7 · Other salaries and wages
total $172,382
-
8 · Pension plan contributions
total $12,067
-
9 · Other employee benefits
total $32,920
-
10 · Payroll taxes
total $26,405
-
11a · Fees: management
total $1,160,521
-
11c · Fees: accounting
total $41,023
-
11d · Fees: lobbying
total $169
-
11f · Fees: investment management
total $61,115
-
11g · Fees: other
total $683,577
-
12 · Advertising and promotion
total $19,447
-
13 · Office expenses
total $15,977
-
17 · Travel
total $59,028
-
19 · Conferences, conventions and meetings
total $5,092
-
22 · Depreciation, depletion and amortization
total $33,854
-
23 · Insurance
total $52,318
-
24a · Other expenses: Premiums Paid
total $1,486,251
-
24b · Other expenses: SelectCare Savings
total $147,290
-
24c · Other expenses: Wellness Plan
total $65,651
-
24d · Other expenses: Bad Debt Expense
total $19,167
-
24e · All other expenses
total $7,993
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,974,040 · end of year $574,777
-
4 · Accounts receivable
beginning of year $786,918 · end of year $781,548
-
10a · Land, buildings and equipment: cost or other basis
$169,270
-
10b · Land, buildings and equipment: accumulated depreciation
$81,487
-
10c · Land, buildings and equipment, net
beginning of year $121,637 · end of year $87,783
-
11 · Investments: publicly traded securities
beginning of year $6,055,617 · end of year $6,505,849
-
17 · Accounts payable and accrued expenses
beginning of year $66,674 · end of year $84,073
-
19 · Deferred revenue
beginning of year $1,551,337 · end of year $487,570
-
25 · Other liabilities
beginning of year $5,687,217 · end of year $7,381,384
-
27 · Net assets without donor restrictions
beginning of year $1,632,984 · end of year -$3,070
Mission and programs · 2023
Mission
None.
Activities or mission (Part I)
To provide employees of Montana and Wyoming public service agencies with cost-effective group health benefit plans, and to provide wellness education and quality benefit programs which are designed to meet the needs of our members.
-
The plans within the trust provide health benefits (medical, hospital, surgical, major medical and dental) for all eligible employees of the employers with 20 to 40 hours of service per week, their families and their dependents as defined with the trust. Eligible employers are any government subdivisions of the various states who voluntarily apply to become a party to the Trust.
As filed on the 2023 return.
Listed in Part VII
-
Stephanie Verhasselt
Chair
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Elliott Crump
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Kody Farkell
Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Richard Dunbar
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Jeff Bermes
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Rob Pedersen
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mark Wandle
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Shane Heigis
Executive Director
- Total calculated
- $197,259
- From this org
- $165,931
- From related orgs
- $0
- Other
- $31,328
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,931
- Bonus
- $8,000
- Other
- $0
- Deferred
- $11,615
- Nontaxable benefits
- $19,713
- Filer's total
- $197,259
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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.
-
Wibaux Public Schools
-
White Sulphur Springs Schools
-
Westby School District 3
-
Washakie County
-
Victor School District
-
Vaughn Elementary
-
Turner School District
-
Troy Schools
-
Sidney Public Schools
-
Shelby Public School Dist #14
-
Roundup Public Schools
-
Roosevelt County
-
Roberts School District #5
-
Red Lodge School District
-
Power School District
-
Powell County High School
-
Powell County
-
Pondera County
-
Plevna School District 55
-
Plentywood School District 20
-
Phillips County
-
Malta School District
-
Lockwood School District
-
Lincoln County
-
Lewistown Public Schools
-
Lavina School District
-
Laurel Public Schools
-
Lame Deer School District
-
JPT Administration Health Plan
-
Huntley Project Schools
-
Huntley Project Irrigation
-
Hellgate Elementary
-
Greenfield School District
-
Fairfield Public Schools
-
Ekalaka School District 15
-
Denton School District
-
Daniels County
-
Corvallis School District
-
Conrad School District
-
Columbus School District
-
Colstrip School District
-
Colstrip Park & Recreation Dis
-
CMLRCC
-
City of Hardin
-
Carter County
-
Broadus Public Schools
-
Big Country Co-Op
-
Bainville School District
-
Absarokee School District #52
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501359349314340
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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