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Nonprofiteer
← MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR

Form 990 for tax year 2023

Filed by MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR.

Totals

Total revenue
$6,724,794
Total expenses
$6,587,465
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,523,380
Investment income
$201,414
Other revenue
$0
Total assets, end of year
$4,478,446
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,478,446
Program services expenses (Part IX)
$6,366,779
Management and general expenses
$220,686
Fundraising expenses
$0
Program service expenses (Part III)
$6,366,779

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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: HEALTH INSURANCE PREMI

    total $5,168,928 · related or exempt $5,168,928

  • 2b · Program service revenue: REBATES AND REFUNDS

    total $1,354,452 · related or exempt $1,354,452

  • 3 · Investment income

    total $201,414 · excluded $201,414

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $5,896,788 · program services $5,896,788

  • 11a · Fees: management

    total $219,665 · program services $11,193 · management and general $208,472

  • 11b · Fees: legal

    total $48,953 · program services $48,953

  • 11c · Fees: accounting

    total $11,950 · program services $11,950

  • 11g · Fees: other

    total $335,165 · program services $335,165

  • 24a · Other expenses: MISCELLANEOUS

    total $46,928 · program services $46,928

  • 24b · Other expenses: EDUCATION AND MARKETING

    total $20,121 · program services $7,907 · management and general $12,214

  • 24c · Other expenses: WELLNESS

    total $7,895 · program services $7,895

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,202,723 · end of year $4,242,757

  • 4 · Accounts receivable

    beginning of year $33,486 · end of year $53,142

  • 13 · Investments: program-related

    beginning of year $104,908 · end of year $182,547

  • 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 $4,341,117 · end of year $4,478,446

Mission and programs · 2023

Mission

TO PROVIDE GROUP BENEFITS TO EMPLOYEES OF ASSOCIATION MEMBERS

Activities or mission (Part I)

PROVIDE GROUP BENEFITS TO EMPLOYEES OF ASSOCIATION MEMBERS.

  • INSURANCE PREMIUMS AND EXPENSES

    Expenses $6,366,779 · Revenue $6,523,380

As filed on the 2023 return.

Listed in Part VII

  • Gerald Singleton Begin 7123

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Steve Grooms

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Annamarie Deyoung

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jason Hagadone Through 92023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Emily Guldborg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Eddie Black

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Denise Anderson Begin 92023

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Wade McFadden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tracie Kenyon Chair Thru 5323

    CHAIR

    Total calculated
    $0
    Hours/week
    1

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.

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LEAGUE SERVICE GROUP

    C · PLAN TRUSTEE · MT

Provenance

Return type
form_990
Tax year
2023
Filed
12 October 2024
IRS schema version
2023v5.1
Source object
202442899349301219

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