Civic Intelligence

First Interstate Bancsystem Inc Health Benefits Trust

EIN 36-4061730 • 501(c)9 • Billings, MT

Profile

The trust was established to create a fund to provide for payment of hospital, medical, dental, and vision benefits to participating employees.

PO Box 30918Billings, MT 59116-0918

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

76th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-30798%

Higher net margin than 8% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

-100%

Faster asset growth than 40% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-100%

Faster revenue growth than 13% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,017,924 (-100%) from 2018

Liabilities

Down

$0

Down $411,600 (-100%) from 2018

Net Assets

Down

$0

Down $3,606,324 (-100%) from 2018

Operations
Liabilities / Revenue76th percentileNet Margin8th percentile

Revenue

Down

$9,229

Down $21,546,695 (-100%) from 2018

Expenses

Down

$2,851,619

Down $21,161,546 (-88%) from 2018

Net Income

Down

-$2,842,390

Down $385,149 (-16%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $1,719,051Liabilities 2010: $1,977,143Net Assets 2010: -$258,0922010Assets 2011: $1,692,120Liabilities 2011: $1,281,952Net Assets 2011: $410,1682011Assets 2012: $3,978,213Liabilities 2012: $1,648,164Net Assets 2012: $2,330,0492012Assets 2013: $5,799,790Liabilities 2013: $1,313,264Net Assets 2013: $4,486,5262013Assets 2014: $7,033,369Liabilities 2014: $145,193Net Assets 2014: $6,888,1762014Assets 2015: $4,984,764Liabilities 2015: $111,631Net Assets 2015: $4,873,1332015Assets 2016: $5,807,937Liabilities 2016: $74,155Net Assets 2016: $5,733,7822016Assets 2017: $6,289,190Liabilities 2017: $23,863Net Assets 2017: $6,265,3272017Assets 2018: $4,017,924Liabilities 2018: $411,600Net Assets 2018: $3,606,3242018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $14,608,7832010Expenses 2011: $16,055,1432011Expenses 2012: $14,521,5922012Revenue 2013: $17,068,062Expenses 2013: $15,296,732Net Income 2013: $1,771,3302013Revenue 2014: $16,332,497Expenses 2014: $15,208,435Net Income 2014: $1,124,0622014Revenue 2015: $17,771,164Expenses 2015: $19,636,818Net Income 2015: -$1,865,6542015Revenue 2016: $18,502,533Expenses 2016: $17,744,032Net Income 2016: $758,5012016Revenue 2017: $18,783,120Expenses 2017: $18,448,614Net Income 2017: $334,5062017Revenue 2018: $21,555,924Expenses 2018: $24,013,165Net Income 2018: -$2,457,2412018Revenue 2019: $9,229Expenses 2019: $2,851,619Net Income 2019: -$2,842,3902019

Highlighted filing

2019

Revenue$9,229
Expenses$2,851,619
Net Income-$2,842,390
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$9,229
Expenses
$2,851,619
Net income
-$2,842,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.85$2.84
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.41$3.61$21.6$24.0$2.46
2017Detailed filing. Detailed filing data is available for this year.$6.29$0.02$6.27$18.8$18.4$0.33
2016Detailed filing. Detailed filing data is available for this year.$5.81$0.07$5.73$18.5$17.7$0.76
2015Detailed filing. Detailed filing data is available for this year.$4.98$0.11$4.87$17.8$19.6$1.87
2014Detailed filing. Detailed filing data is available for this year.$7.03$0.15$6.89$16.3$15.2$1.12
2013Detailed filing. Detailed filing data is available for this year.$5.80$1.31$4.49$17.1$15.3$1.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$1.65$2.33$14.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.28$0.41$16.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.98$0.26$14.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$9,229
Mission and Program Overview

Mission

None.

Provide health benefits to participating employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,606,324$0▼ $3,606,324
Accounts Receivable$2,551,700$0▼ $2,551,700
Investments in Publicly Traded Securities$1,346,567$0▼ $1,346,567
Cash and Non-Interest-Bearing Accounts$119,657$0▼ $119,657
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,017,924$0▼ $4,017,924
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$411,600--
Total Liabilities$411,600$0▼ $411,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,606,324$0▼ $3,606,324
Total Liabilities and Net Assets / Fund Balance$4,017,924$0▼ $4,017,924
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Mike CherwinTrustee$2,235$2,235

Board Members and Trustees

NameTitle
Phil GagliaChief Human Resource Officer
-Committee Member
Jodi Delahunt HubbellCommittee Member
Kevin RileyCommittee Member
Marcy D MutchCommittee Member
Rachel TurittoCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,229
Other Revenue
$0
Change in Net Assets
$-2,842,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,399,573
Salaries, Compensation, and Employee Benefits$2,235
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,449,811
Other Expenses---$1,372,432
Fees for Services Other---$27,141
Current Officers, Directors, Trustees, and Key Employees---$2,235
Total Functional Expenses$0$0$0$2,851,619
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“First Interstate BancSystem, Inc's Benefits Committee has been delegated all management and fiduciary authority for the benefit plans of first Interstate BancSystem, Inc. There are 6 members of the benefits committee that oversee the health plan and they all have equal voting powers on matters.”

Form 990, Part VI, Section A, line 2

“Mike Cherwin, Kevin Riley, Marcy Mutch, Phil Gaglia, Jodi Delahunt Hubbell, and Rachel Turitto - business relationship.”

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

“A copy of the Form 990 is provided to members of the Benefit Committee via email.”

Form 990, Part VI, Section C, line 19

“The organization does not make the governing documents, conflict of interest policy or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
First Interstate BancSystem Inc Health
EIN
36-4061730
Phone
4062555300
Address
PO Box 30918, Billings, MT 59116-0918

Signing Officer

Name
Rachel Turitto
Title
Committee Member
Phone
4062555300
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Turitto
Formed
1994
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly LLP
Address
401 N 31st St Ste 1120, Billings, MT 59101-1281
Preparer
Maria J Christiaens CPA
Phone
4068962400
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“On September 16, 2019, the committee members voted to terminate the First Internstate BancSystem, Inc Health Benefits Trust.”

Form 990, Part V, Line 3A and 3B, Filing of Form 990-T

“The organization is electing to set aside investment income for the purpose of payments for health benefits to its members. The set aside election has been made by filing Schedule G of Form 990-T, in addition to completing a Schedule in Support of Income Set Aside as attached to the 990-T.”

Raw XML Appendix361 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/BooksInCareOfDetail/PhoneNum04062555210
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IRS990/Form990PartVIISectionAGrp/PersonNm4Kevin Riley
IRS990/Form990PartVIISectionAGrp/PersonNm5Marcy D Mutch
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chief Human Resource Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Committee Member
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0On September 16, 2019, the committee members voted to terminate the First Internstate BancSystem, Inc Health Benefits Trust. The amounts reported in Schedule N, Part I represent the payment of ordinary and necessary business expenses for the year ended December 31, 2019. Details for these expenses are included in Form 990, Part IX.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0On September 16, 2019, the committee members voted to terminate the First Internstate BancSystem, Inc Health Benefits Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1First Interstate BancSystem, Inc's Benefits Committee has been delegated all management and fiduciary authority for the benefit plans of first Interstate BancSystem, Inc. There are 6 members of the benefits committee that oversee the health plan and they all have equal voting powers on matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Mike Cherwin, Kevin Riley, Marcy Mutch, Phil Gaglia, Jodi Delahunt Hubbell, and Rachel Turitto - business relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy of the Form 990 is provided to members of the Benefit Committee via email.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization does not make the governing documents, conflict of interest policy or financial statements available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization is electing to set aside investment income for the purpose of payments for health benefits to its members. The set aside election has been made by filing Schedule G of Form 990-T, in addition to completing a Schedule in Support of Income Set Aside as attached to the 990-T.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part V, Line 3A and 3B, Filing of Form 990-T
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0810331430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Bank
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0First Interstate BancSystem Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO Box 30918
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Billings
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd059116
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt04017924
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt04017924
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02851619
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0411600
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0411600
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03606324
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt02235
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09229
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09229
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04017924
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0401 N 31st Street
IRS990/USAddress/CityNm0Billings
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059101
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Turitto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Committee Member
ReturnHeader/BusinessOfficerGrp/PhoneNum04062555300
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0First Interstate BancSystem Inc Health
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefits Trust
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0364061730
ReturnHeader/Filer/PhoneNum04062555300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 30918
ReturnHeader/Filer/USAddress/CityNm0Billings
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0591160918
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07B805BC937EB33866ACFB7FC64F1983B321B45A1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.121.113.178
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm011:03:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eide Bailly LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 N 31st St Ste 1120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Billings
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0591011281
ReturnHeader/PreparerPersonGrp/PhoneNum04068962400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria J Christiaens CPA
ReturnHeader/ReturnTs02020-11-16T15:23:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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