Civic Intelligence

Montana Rail Link Retiree Health Plan Collectively-Bargained Trust

EIN 20-0504698 • 501(c)9 • Forth Worth, TX

Profile

The trust's purpose is to be the funding vehicle for retiree medical benefits for certain union employees of montana rail link, inc. The employees covered are members of the nine labor unions associated with montana rail link, inc.

2301 Lou Menk DrForth Worth, TX 76131

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

48th percentile

5.9%

Faster asset growth than 48% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-13%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$60,308,103

Up $3,333,275 (+5.9%) from 2023

Liabilities

Down

$0

Down $27,649 (-100%) from 2023

Net Assets

Up

$60,308,103

Up $3,360,924 (+5.9%) from 2023

Revenue

Down

$4,281,725

Down $624,509 (-13%) from 2023

Expenses

Up

$1,382,054

Up $214,988 (+18%) from 2023

Net Income

Down

$2,899,671

Down $839,497 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $15,439,470Liabilities 2010: $2,575Net Assets 2010: $15,436,8952010Assets 2011: $16,874,693Liabilities 2011: $2,625Net Assets 2011: $16,872,0682011Assets 2012: $20,430,424Liabilities 2012: $1,089Net Assets 2012: $20,429,3352012Assets 2013: $24,684,333Liabilities 2013: $180Net Assets 2013: $24,684,1532013Assets 2014: $27,565,767Liabilities 2014: $53,017Net Assets 2014: $27,512,7502014Assets 2015: $28,355,127Liabilities 2015: $753,186Net Assets 2015: $27,601,9412015Assets 2016: $31,108,156Liabilities 2016: $162,010Net Assets 2016: $30,946,1462016Assets 2017: $35,385,758Liabilities 2017: $261,458Net Assets 2017: $35,124,3002017Assets 2018: $34,826,898Liabilities 2018: $211,831Net Assets 2018: $34,615,0672018Assets 2019: $41,758,322Liabilities 2019: $204,976Net Assets 2019: $41,553,3462019Assets 2020: $48,982,039Liabilities 2020: $57,003Net Assets 2020: $48,925,0362020Assets 2021: $53,919,697Liabilities 2021: $34,789Net Assets 2021: $53,884,9082021Assets 2022: $48,524,937Liabilities 2022: $115,963Net Assets 2022: $48,408,9742022Assets 2023: $56,974,828Liabilities 2023: $27,649Net Assets 2023: $56,947,1792023Assets 2024: $60,308,103Liabilities 2024: $0Net Assets 2024: $60,308,1032024

Highlighted filing

2024

Assets$60,308,103
Liabilities$0
Net Assets$60,308,103

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $547,4862010Expenses 2011: $689,1782011Expenses 2012: $587,3842012Revenue 2013: $3,567,026Expenses 2013: $691,356Net Income 2013: $2,875,6702013Revenue 2014: $4,791,522Expenses 2014: $1,240,661Net Income 2014: $3,550,8612014Revenue 2015: $3,805,587Expenses 2015: $1,196,792Net Income 2015: $2,608,7952015Revenue 2016: $3,509,578Expenses 2016: $2,297,057Net Income 2016: $1,212,5212016Revenue 2017: $4,565,958Expenses 2017: $2,249,352Net Income 2017: $2,316,6062017Revenue 2018: $5,693,336Expenses 2018: $1,723,302Net Income 2018: $3,970,0342018Revenue 2019: $4,323,388Expenses 2019: $1,339,122Net Income 2019: $2,984,2662019Revenue 2020: $4,283,722Expenses 2020: $1,261,799Net Income 2020: $3,021,9232020Revenue 2021: $6,575,273Expenses 2021: $1,920,731Net Income 2021: $4,654,5422021Revenue 2022: $2,961,265Expenses 2022: $1,246,116Net Income 2022: $1,715,1492022Revenue 2023: $4,906,234Expenses 2023: $1,167,066Net Income 2023: $3,739,1682023Revenue 2024: $4,281,725Expenses 2024: $1,382,054Net Income 2024: $2,899,6712024

Highlighted filing

2024

Revenue$4,281,725
Expenses$1,382,054
Net Income$2,899,671

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$0.00$60.3$4.28$1.38$2.90
2023Detailed filing. Detailed filing data is available for this year.$57.0$0.03$56.9$4.91$1.17$3.74
2022Detailed filing. Detailed filing data is available for this year.$48.5$0.12$48.4$2.96$1.25$1.72
2021Detailed filing. Detailed filing data is available for this year.$53.9$0.03$53.9$6.58$1.92$4.65
2020Detailed filing. Detailed filing data is available for this year.$49.0$0.06$48.9$4.28$1.26$3.02
2019Detailed filing. Detailed filing data is available for this year.$41.8$0.20$41.6$4.32$1.34$2.98
2018Detailed filing. Detailed filing data is available for this year.$34.8$0.21$34.6$5.69$1.72$3.97
2017Detailed filing. Detailed filing data is available for this year.$35.4$0.26$35.1$4.57$2.25$2.32
2016Detailed filing. Detailed filing data is available for this year.$31.1$0.16$30.9$3.51$2.30$1.21
2015Detailed filing. Detailed filing data is available for this year.$28.4$0.75$27.6$3.81$1.20$2.61
2014Detailed filing. Detailed filing data is available for this year.$27.6$0.05$27.5$4.79$1.24$3.55
2013Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$3.57$0.69$2.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.00$16.9$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.00$15.4$0.55