Civic Intelligence

Morrison-Maierle Inc Group Health Plan Trust

990 • Fiscal year 2016 • EIN 20-3169070

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileWWW.M-M.NET
1 Engineering PlaceHelena, MT 59602

(406) 442-3050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.26x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.12x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

67th percentile

9.9%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

90th percentile

34%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

17%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,263,233

Up $317,299 (+34%) from 2015

Net Assets

Up

$932,887

Up $283,720 (+44%) from 2015

Liabilities

Up

$330,346

Up $33,579 (+11%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin67th percentile

Revenue

Up

$2,851,859

Up $424,162 (+17%) from 2015

Expenses

Up

$2,568,632

Up $165,613 (+6.9%) from 2015

Net Income

Up

$283,227

Up $258,549 (+1048%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$1,263,233
Liabilities$330,346
Net Assets$932,887
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$2,851,859
Expenses$2,568,632
Net Income$283,227
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$3,451,859
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$649,167$932,887▲ $283,720
Cash and Non-Interest-Bearing Accounts$444,235$803,985▲ $359,750
Savings and Temporary Cash Investments$447,755$445,908▼ $1,847
Accounts Receivable$53,944$13,340▼ $40,604
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$945,934$1,263,233▲ $317,299
Liabilities
Other Liabilities$220,000$220,000→ $0
Accounts Payable and Accrued Expenses$76,767$110,346▲ $33,579
Total Liabilities$296,767$330,346▲ $33,579
Net Assets / Fund Balance
Total Net Assets Fund Balance$649,167$932,887▲ $283,720
Total Liabilities and Net Assets / Fund Balance$945,934$1,263,233▲ $317,299
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
John R SchunkeBoard Chair
Carl J AndersonDirector
Deborah JohnstonDirector
Jon a CarlsonDirector
Julie a SchiflettDirector
Scott B MurphyDirector
Scott T BellDirector
Kenneth W SaloEmeritus - Non-voting
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,787,213
Investment Income
$4,034
Other Revenue
$60,612
Change in Net Assets
$283,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$627,872
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---$1,940,760
Fees for Services Other---$570,388
Fees for Services Accounting---$11,488
Other Expenses---$309
All Other Expenses---$31
Total Functional Expenses$0$0$0$2,568,632
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 Incurred But Not Reported$220,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 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 accounting manager and chief financial officer.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Morrison-maierle Inc Group Health
EIN
20-3169070
Phone
4064423050
Address
1 ENGINEERING PLACE, HELENA, MT 59602

Signing Officer

Name
Sonya Leckner
Title
Director of Finance
Phone
4064423050
Signed
2017-11-13
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
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Patricia J Nelson
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Actuarial 24,583. Benefit administration 2,500. Administrative fees 481,587. Wellness program 61,718.”

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:

“Accounting principles generally accepted in the united states of america require 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, 2016 and 2015, 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.”

Raw XML Appendix335 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMERITUS - NON-VOTING
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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, 2016 AND 2015, 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/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 ACCOUNTING MANAGER AND CHIEF FINANCIAL OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTUARIAL 24,583. BENEFIT ADMINISTRATION 2,500. ADMINISTRATIVE FEES 481,587. WELLNESS PROGRAM 61,718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE RESPONSIBILITY AND PROCESS FOR THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0945934
IRS990/TotalAssetsEOYAmt01263233
IRS990/TotalAssetsGrp/BOYAmt0945934
IRS990/TotalAssetsGrp/EOYAmt01263233
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02568632
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0296767
IRS990/TotalLiabilitiesEOYAmt0330346
IRS990/TotalLiabilitiesGrp/BOYAmt0296767
IRS990/TotalLiabilitiesGrp/EOYAmt0330346
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0649167
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0932887
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02787213
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt064646
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02787213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02851859
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0945934
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01263233
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA LECKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04064423050
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRISON-MAIERLE INC GROUP HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0203169070
ReturnHeader/Filer/PhoneNum04064423050
ReturnHeader/Filer/USAddress/AddressLine1Txt01 ENGINEERING PLACE
ReturnHeader/Filer/USAddress/CityNm0HELENA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB839DB4A1569C9D606ADD580F5B8BEE8C8604B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.92.235.226
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm016:03:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064421040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA J NELSON
ReturnHeader/ReturnTs02017-11-14T11:58:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,263,233
Liabilities
$330,346
Net assets
$932,887
Revenue
$2,851,859
Expenses
$2,568,632
Net income
$283,227
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
2016Detailed filing. Detailed filing data is available for this year.$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