Civic Intelligence

Morrison-Maierle Inc Group Health Plan Trust

EIN 20-3169070 • 501(c)9 • Helena, MT

Profile

To provide medical and health reimbursement to employees.

1 Engineering PlHelena, MT 59602

www.m-m.net

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.17x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.08x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

54th percentile

3.1%

Higher net margin than 54% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

54th percentile

7.0%

Faster asset growth than 54% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,386,994

Up $156,289 (+7.0%) from 2023

Liabilities

Down

$406,784

Down $1,339 (-0.3%) from 2023

Net Assets

Up

$1,980,210

Up $157,628 (+8.6%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin54th percentile

Revenue

Up

$5,175,076

Up $757,833 (+17%) from 2023

Expenses

Up

$5,014,578

Up $473,856 (+10%) from 2023

Net Income

Up

$160,498

Up $283,977 (+230%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $744,392Liabilities 2010: $143,820Net Assets 2010: $600,5722010Assets 2011: $740,987Liabilities 2011: $117,781Net Assets 2011: $623,2062011Assets 2012: $571,497Liabilities 2012: $198,936Net Assets 2012: $372,5612012Assets 2013: $769,533Liabilities 2013: $172,751Net Assets 2013: $596,7822013Assets 2014: $844,059Liabilities 2014: $221,709Net Assets 2014: $622,3502014Assets 2015: $945,934Liabilities 2015: $296,767Net Assets 2015: $649,1672015Assets 2016: $1,263,233Liabilities 2016: $330,346Net Assets 2016: $932,8872016Assets 2017: $1,615,064Liabilities 2017: $304,419Net Assets 2017: $1,310,6452017Assets 2018: $1,917,602Liabilities 2018: $298,651Net Assets 2018: $1,618,9512018Assets 2019: $2,289,067Liabilities 2019: $299,174Net Assets 2019: $1,989,8932019Assets 2020: $2,475,799Liabilities 2020: $316,318Net Assets 2020: $2,159,4812020Assets 2021: $2,319,499Liabilities 2021: $350,126Net Assets 2021: $1,969,3732021Assets 2022: $2,308,417Liabilities 2022: $334,734Net Assets 2022: $1,973,6832022Assets 2023: $2,230,705Liabilities 2023: $408,123Net Assets 2023: $1,822,5822023Assets 2024: $2,386,994Liabilities 2024: $406,784Net Assets 2024: $1,980,2102024

Highlighted filing

2024

Assets$2,386,994
Liabilities$406,784
Net Assets$1,980,210
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,753,4452010Expenses 2011: $1,808,3132011Expenses 2012: $2,044,0802012Revenue 2013: $2,091,266Expenses 2013: $1,864,821Net Income 2013: $226,4452013Revenue 2014: $2,326,194Expenses 2014: $2,302,418Net Income 2014: $23,7762014Revenue 2015: $2,427,697Expenses 2015: $2,403,019Net Income 2015: $24,6782015Revenue 2016: $2,851,859Expenses 2016: $2,568,632Net Income 2016: $283,2272016Revenue 2017: $3,125,063Expenses 2017: $2,740,281Net Income 2017: $384,7822017Revenue 2018: $3,044,837Expenses 2018: $2,734,936Net Income 2018: $309,9012018Revenue 2019: $3,143,680Expenses 2019: $2,804,330Net Income 2019: $339,3502019Revenue 2020: $3,470,168Expenses 2020: $3,325,004Net Income 2020: $145,1642020Revenue 2021: $3,680,881Expenses 2021: $3,848,088Net Income 2021: -$167,2072021Revenue 2022: $4,080,556Expenses 2022: $4,003,774Net Income 2022: $76,7822022Revenue 2023: $4,417,243Expenses 2023: $4,540,722Net Income 2023: -$123,4792023Revenue 2024: $5,175,076Expenses 2024: $5,014,578Net Income 2024: $160,4982024

Highlighted filing

2024

Revenue$5,175,076
Expenses$5,014,578
Net Income$160,498
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,386,994
Liabilities
$406,784
Net assets
$1,980,210
Revenue
$5,175,076
Expenses
$5,014,578
Net income
$160,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.41$1.98$5.18$5.01$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.41$1.82$4.42$4.54$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.33$1.97$4.08$4.00$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.35$1.97$3.68$3.85$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.32$2.16$3.47$3.33$0.15
2019Summary only. Only limited summary data is available for this year.$2.29$0.30$1.99$3.14$2.80$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.30$1.62$3.04$2.73$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.30$1.31$3.13$2.74$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.33$0.93$2.85$2.57$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.30$0.65$2.43$2.40$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.22$0.62$2.33$2.30$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.77$0.17$0.60$2.09$1.86$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.20$0.37$2.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.12$0.62$1.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.14$0.60$1.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$5,175,076
Mission and Program Overview

Mission

To provide medical and health reimbursement to employees.

Group health plan trust to provide health and medical reimbursement to employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,822,582$1,980,210▲ $157,628
Cash and Non-Interest-Bearing Accounts$847,630$930,047▲ $82,417
Investments in Publicly Traded Securities$703,968$926,229▲ $222,261
Savings and Temporary Cash Investments$678,688$530,191▼ $148,497
Accounts Receivable$419$527▲ $108
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,230,705$2,386,994▲ $156,289
Liabilities
Other Liabilities$260,000$275,000▲ $15,000
Accounts Payable and Accrued Expenses$148,123$131,784▼ $16,339
Total Liabilities$408,123$406,784▼ $1,339
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,822,582$1,980,210▲ $157,628
Total Liabilities and Net Assets / Fund Balance$2,230,705$2,386,994▲ $156,289
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Deborah JohnstonChair
Arian BloomfieldDirector
Jessica CarpsDirector
Jill CookDirector
Julie a ShiflettDirector
Kurt KeithDirector
Ryan JonesDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MontanaAdministrative3645 S ALICE STREET, Helena, MT 59601$1,429,787
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,096,609
Investment Income
$78,467
Other Revenue
$0
Change in Net Assets
$160,498

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,175,076
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,778
Total Revenue per Audited Statements
$5,187,854
Total Revenue per Form 990
$5,175,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,640,118
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,374,460
Fees for Services Other---$1,537,828
Fees for Services Accounting---$30,010
Other Expenses---$175
Total Functional Expenses$0$0$0$5,014,578

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,015,226
Expenses per Audited Statements$5,014,578
Total Expenses per Form 990$5,014,578
Expenses Not Reported on Form 990$648
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable and Claims Incured$275,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“BUSINESS RELATIONSHIP”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an outside tax accountant and delivered to morrison-maierle for review. The form is reviewed for accuracy by both the senior accountant and the cfo.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Morrison-maierle Inc Employee Health
EIN
20-3169070
Phone
4064953517
Address
1 ENGINEERING PL, HELENA, MT 59602

Signing Officer

Name
Sonya Leckner
Title
CFO
Phone
4064423050
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonya Leckner
Formed
2005
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Pinion LLC
Address
1821 SOUTH AVENUE WEST 5TH FLOOR, MISSOULA, MT 59801
Preparer
Iris Owen
Phone
4067217800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative fees 1,436,573. Wellness program 70,555. Actuarial 30,000. Bcbs professional fees 700.”

FORM 990, PART XI, LINE 9:

“Change in ibnr -15,000. Nondeductible penalties -648.”

FORM 990, PART XI, LINE 2C:

“The responsibility and process for the oversight of the audit has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits of any tax periods in progress.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Nondeductible penalties 648.”

Raw XML Appendix367 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0148123
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0131784
IRS990/AccountsReceivableGrp/BOYAmt0419
IRS990/AccountsReceivableGrp/EOYAmt0527
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GROUP HEALTH PLAN TRUST TO PROVIDE HEALTH AND MEDICAL REIMBURSEMENT TO EMPLOYEES
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt03374460
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MORRISON-MAIERLE INC
IRS990/BooksInCareOfDetail/PhoneNum04064423050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 ENGINEERING PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0847630
IRS990/CashNonInterestBearingGrp/EOYAmt0930047
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01429787
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03645 S ALICE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HELENA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd059601
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS BLUE SHIELD OF MONTANA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03374460
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt078467
IRS990/CYOtherExpensesAmt01640118
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05096609
IRS990/CYRevenuesLessExpensesAmt0160498
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05014578
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05175076
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENT OF HEALTH & WELFARE BENEFIT CLAIMS FOR PARTICIPANTS COVERED UNDER THE GROUP BENEFITS PLAN AND GROUP RETIREMENT HEALTH PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030010
IRS990/FeesForServicesOtherGrp/TotalAmt01537828
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBORAH JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm1JESSICA CARPS
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE A SHIFLETT
IRS990/Form990PartVIISectionAGrp/PersonNm3RYAN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm4KURT KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm5ARIAN BLOOMFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm6JILL COOK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05175076
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt078467
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0703968
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0926229
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL AND HEALTH REIMBURSEMENT TO EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01822582
IRS990/NetAssetsOrFundBalancesEOYAmt01980210
IRS990/NetUnrelatedBusTxblIncmAmt077467
IRS990/NetUnrlzdGainsLossesInvstAmt012778
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-15648
IRS990/OtherExpensesGrp/Desc0PREMIUM EXPENSES
IRS990/OtherExpensesGrp/Desc1FEDERAL INCOME TAX EXPE
IRS990/OtherExpensesGrp/Desc2STATE TAX INCOME EXPENS
IRS990/OtherExpensesGrp/Desc3MISCELLANROUS
IRS990/OtherExpensesGrp/TotalAmt039925
IRS990/OtherExpensesGrp/TotalAmt126951
IRS990/OtherExpensesGrp/TotalAmt25229
IRS990/OtherExpensesGrp/TotalAmt3175
IRS990/OtherLiabilitiesGrp/BOYAmt0260000
IRS990/OtherLiabilitiesGrp/EOYAmt0275000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SONYA LECKNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11435213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03661396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11435213
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03076962
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt054373
IRS990/PYOtherExpensesAmt01463760
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04362870
IRS990/PYRevenuesLessExpensesAmt0-123479
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04540722
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04417243
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0160498
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01822582
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01980210
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0678688
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0530191
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0648
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05014578
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012778
IRS990ScheduleD/OtherExpensesIncludedAmt0648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0275000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND CLAIMS INCURED
IRS990ScheduleD/RevenueNotReportedAmt012778
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05175076
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS OF ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NONDEDUCTIBLE PENALTIES 648.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05014578
IRS990ScheduleD/TotalLiabilityAmt0275000
IRS990ScheduleD/TotalRevenuePerForm990Amt05175076
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05187854
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05015226
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN OUTSIDE TAX ACCOUNTANT AND DELIVERED TO MORRISON-MAIERLE FOR REVIEW. THE FORM IS REVIEWED FOR ACCURACY BY BOTH THE SENIOR ACCOUNTANT AND THE CFO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE FEES 1,436,573. WELLNESS PROGRAM 70,555. ACTUARIAL 30,000. BCBS PROFESSIONAL FEES 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN IBNR -15,000. NONDEDUCTIBLE PENALTIES -648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE RESPONSIBILITY AND PROCESS FOR THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0810217149
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MORRISON-MAIERLE INC & SUBSIDIARIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 6147
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd059604
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03661396
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MORRISON-MAIERLE INC & SUBSIDIARIES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02230705
IRS990/TotalAssetsEOYAmt02386994
IRS990/TotalAssetsGrp/BOYAmt02230705
IRS990/TotalAssetsGrp/EOYAmt02386994
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05014578
IRS990/TotalGrossUBIAmt078467
IRS990/TotalLiabilitiesBOYAmt0408123
IRS990/TotalLiabilitiesEOYAmt0406784
IRS990/TotalLiabilitiesGrp/BOYAmt0408123
IRS990/TotalLiabilitiesGrp/EOYAmt0406784
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01822582
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01980210
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05096609
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05096609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05175076
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt078467
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02230705
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02386994
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 ENGINEERING PLACE
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059602
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.M-M.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA LECKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04064423050
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISON-MAIERLE INC EMPLOYEE HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0203169070
ReturnHeader/Filer/PhoneNum04064953517
ReturnHeader/Filer/USAddress/AddressLine1Txt01 ENGINEERING PL
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01821 SOUTH AVENUE WEST 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059801
ReturnHeader/PreparerPersonGrp/PhoneNum04067217800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRIS OWEN
ReturnHeader/ReturnTs02025-10-20T16:53:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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