Civic Intelligence

Morrison-Maierle Inc Group Health Plan Trust

990 • Fiscal year 2017 • EIN 20-3169070

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

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

77th percentile

0.19x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.10x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

9.6%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$1,615,064

Up $351,831 (+28%) from 2016

Net Assets

Up

$1,310,645

Up $377,758 (+40%) from 2016

Liabilities

Down

$304,419

Down $25,927 (-7.8%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin69th percentile

Revenue

Up

$3,125,063

Up $273,204 (+9.6%) from 2016

Expenses

Up

$2,740,281

Up $171,649 (+6.7%) from 2016

Net Income

Up

$384,782

Up $101,555 (+36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$1,615,064
Liabilities$304,419
Net Assets$1,310,645
Open 2017 Filing

Operations Trend

Revenue Growth65th 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

2017

Revenue$3,125,063
Expenses$2,740,281
Net Income$384,782
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$3,425,070
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$932,887$1,310,645▲ $377,758
Cash and Non-Interest-Bearing Accounts$803,985$854,744▲ $50,759
Savings and Temporary Cash Investments$445,908$737,910▲ $292,002
Accounts Receivable$13,340$22,410▲ $9,070
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,263,233$1,615,064▲ $351,831
Liabilities
Other Liabilities$220,000$220,000→ $0
Accounts Payable and Accrued Expenses$110,346$84,419▼ $25,927
Total Liabilities$330,346$304,419▼ $25,927
Net Assets / Fund Balance
Total Net Assets Fund Balance$932,887$1,310,645▲ $377,758
Total Liabilities and Net Assets / Fund Balance$1,263,233$1,615,064▲ $351,831
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
Kurt KeithDirector
Scott T BellDirector
Kenneth W SaloEmeritus - Non-voting
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,117,522
Investment Income
$7,541
Other Revenue
$0
Change in Net Assets
$384,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$620,452
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---$2,119,829
Fees for Services Other---$606,214
Fees for Services Accounting---$9,500
Other Expenses---$250
Total Functional Expenses$0$0$0$2,740,281
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
2018-08-21
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 24,279. Benefit administration 2,500. Administrative fees 564,280. Wellness program 15,155.”

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, 2017 and 2016, 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 Appendix329 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/TitleTxt1DIRECTOR
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, 2017 AND 2016, 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 24,279. BENEFIT ADMINISTRATION 2,500. ADMINISTRATIVE FEES 564,280. WELLNESS PROGRAM 15,155.
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/TotalAssetsBOYAmt01263233
IRS990/TotalAssetsEOYAmt01615064
IRS990/TotalAssetsGrp/BOYAmt01263233
IRS990/TotalAssetsGrp/EOYAmt01615064
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02740281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0330346
IRS990/TotalLiabilitiesEOYAmt0304419
IRS990/TotalLiabilitiesGrp/BOYAmt0330346
IRS990/TotalLiabilitiesGrp/EOYAmt0304419
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0932887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01310645
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03117522
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07541
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03117522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03125063
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01263233
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01615064
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA LECKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04064423050
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F915ADCA0B0B6965725511D57A9107E1312A8916
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011F274F4A2C32A2BFAECE73F2982024E5B511D5D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.92.235.245
ReturnHeader/FilingSecurityInformation/IPDt02018-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm013:03:52
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/PreparationDt02018-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA J NELSON
ReturnHeader/ReturnTs02018-08-24T10:10:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,615,064
Liabilities
$304,419
Net assets
$1,310,645
Revenue
$3,125,063
Expenses
$2,740,281
Net income
$384,782
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $1M-$5M nonprofits