Civic Intelligence

Montana Credit Union League Group Benefits Tr

EIN 37-6420195 • 501(c)9 • Helena, MT

View Organization Page

Profile

To provide group benefits to employees of association members

101 N RodneyHelena, MT 59601

www.mcun.coop

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$4,940,478

Up $462,032 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,940,478

Up $462,032 (+10%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin63rd percentile

Revenue

Down

$4,455,259

Down $2,269,535 (-34%) from 2023

Expenses

Down

$3,993,227

Down $2,594,238 (-39%) from 2023

Net Income

Up

$462,032

Up $324,703 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $387,601Liabilities 2010: $0Net Assets 2010: $387,6012010Assets 2011: $459,107Liabilities 2011: $0Net Assets 2011: $459,1072011Assets 2012: $1,276,152Liabilities 2012: $0Net Assets 2012: $1,276,1522012Assets 2013: $1,671,521Liabilities 2013: $7,151Net Assets 2013: $1,664,3702013Assets 2014: $2,285,987Liabilities 2014: $6,095Net Assets 2014: $2,279,8922014Assets 2015: $2,472,002Liabilities 2015: $0Net Assets 2015: $2,472,0022015Assets 2016: $2,099,617Liabilities 2016: $0Net Assets 2016: $2,099,6172016Assets 2017: $2,475,330Liabilities 2017: $0Net Assets 2017: $2,475,3302017Assets 2018: $2,713,121Liabilities 2018: $0Net Assets 2018: $2,713,1212018Assets 2019: $3,119,452Liabilities 2019: $0Net Assets 2019: $3,119,4522019Assets 2020: $3,617,360Liabilities 2020: $0Net Assets 2020: $3,617,3602020Assets 2021: $4,089,358Liabilities 2021: $0Net Assets 2021: $4,089,3582021Assets 2022: $4,341,117Liabilities 2022: $0Net Assets 2022: $4,341,1172022Assets 2023: $4,478,446Liabilities 2023: $0Net Assets 2023: $4,478,4462023Assets 2024: $4,940,478Liabilities 2024: $0Net Assets 2024: $4,940,4782024

Highlighted filing

2024

Assets$4,940,478
Liabilities$0
Net Assets$4,940,478
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,836,8392010Expenses 2011: $3,106,2552011Expenses 2012: $2,885,9372012Revenue 2013: $3,910,849Expenses 2013: $3,522,631Net Income 2013: $388,2182013Revenue 2014: $3,705,369Expenses 2014: $3,089,847Net Income 2014: $615,5222014Revenue 2015: $3,744,048Expenses 2015: $3,551,938Net Income 2015: $192,1102015Revenue 2016: $4,804,048Expenses 2016: $5,177,129Net Income 2016: -$373,0812016Revenue 2017: $5,447,715Expenses 2017: $5,072,002Net Income 2017: $375,7132017Revenue 2018: $5,429,030Expenses 2018: $5,191,239Net Income 2018: $237,7912018Revenue 2019: $5,608,191Expenses 2019: $5,201,860Net Income 2019: $406,3312019Revenue 2020: $6,390,167Expenses 2020: $5,892,259Net Income 2020: $497,9082020Revenue 2021: $5,824,958Expenses 2021: $5,352,960Net Income 2021: $471,9982021Revenue 2022: $5,941,913Expenses 2022: $5,690,154Net Income 2022: $251,7592022Revenue 2023: $6,724,794Expenses 2023: $6,587,465Net Income 2023: $137,3292023Revenue 2024: $4,455,259Expenses 2024: $3,993,227Net Income 2024: $462,0322024

Highlighted filing

2024

Revenue$4,455,259
Expenses$3,993,227
Net Income$462,032
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,940,478
Liabilities
$0
Net assets
$4,940,478
Revenue
$4,455,259
Expenses
$3,993,227
Net income
$462,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.00$4.94$4.46$3.99$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$6.72$6.59$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$5.94$5.69$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.00$4.09$5.82$5.35$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.00$3.62$6.39$5.89$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$5.61$5.20$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$5.43$5.19$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$5.45$5.07$0.38
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$4.80$5.18$0.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$3.74$3.55$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$3.71$3.09$0.62
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$3.91$3.52$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$3.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$2.84
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 8, 2022
Return Version
2021v4.2
Gross Receipts
$5,824,958
Mission and Program Overview

Mission

To provide group benefits to employees of association members

Provide group benefits to employees of association members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,617,360$4,089,358▲ $471,998
Savings and Temporary Cash Investments$3,251,942$4,061,679▲ $809,737
Accounts Receivable$345,418$27,679▼ $317,739
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,617,360$4,089,358▲ $471,998
Other Assets Total$20,000--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,617,360$4,089,358▲ $471,998
Total Liabilities and Net Assets / Fund Balance$3,617,360$4,089,358▲ $471,998
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Tracie KenyonChair
Steve GroomsVice-chair
Rhonda Diefenderfer(thru April 2021) Trustee
Annamarie DeyoungTrustee
Eddie BlackTrustee
Emily GuldborgTrustee
Steve KingTrustee
Wade Mcfadden as of June 2021Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,808,424
Investment Income
$16,534
Other Revenue
$0
Change in Net Assets
$471,998

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,824,958
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,824,958
Total Revenue per Form 990
$5,824,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$610,910
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$4,742,050--$4,742,050
Fees for Services Other$339,084--$339,084
Fees for Services Management$48,000$133,908-$181,908
Fees for Services Legal$41,602--$41,602
Fees for Services Accounting$11,100--$11,100
Other Expenses$3,860$5,400-$9,260
Total Functional Expenses$5,213,652$139,308$0$5,352,960

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,352,960
Total Expenses per Audited Statements$5,352,960
Total Expenses per Form 990$5,352,960
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the form 990 is provided to the governing body for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Before major votes occur at the meetings the trustees ask if there are any conflicts that need to be disclosed.”

Form 990, Part VI, Section C, Line 18

“Documents are available by phone or mail request at the headquarters of the organization”

Form 990, Part VI, Section C, Line 19

“Documents are available by phone or mail request at the headquarters of the organization”

Filing and Contact Details

Filer

Filer Name
Montana Credit Union League Group
EIN
37-6420195
Phone
4064429081
Address
101 N RODNEY, HELENA, MT 59601

Signing Officer

Name
Tracie Kenyon
Title
Board Chair
Phone
4063247375
Signed
2022-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracie Kenyon
Formed
2007
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Douglas Wilson & Company Pc
Address
1000 FIRST AVENUE SOUTH, GREAT FALLS, MT 59401
Preparer
Melissa H Soldano
Phone
4067614645
Supplemental Narrative

Additional Explanations

Part XII Line 2C

“The process has not changed from the prior year.”

Raw XML Appendix381 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/AccountsReceivableGrp/BOYAmt0345418
IRS990/AccountsReceivableGrp/EOYAmt027679
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE GROUP BENEFITS TO EMPLOYEES OF ASSOCIATION MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt04742050
IRS990/BenefitsToMembersGrp/TotalAmt04742050
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEAGUE SERVICES GROUP
IRS990/BooksInCareOfDetail/PhoneNum04063247455
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 N RODNEY
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/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04742050
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016534
IRS990/CYOtherExpensesAmt0610910
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05808424
IRS990/CYRevenuesLessExpensesAmt0471998
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05352960
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05824958
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0INSURANCE PREMIUMS AND EXPENSES
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05213652
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt011100
IRS990/FeesForServicesAccountingGrp/TotalAmt011100
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt041602
IRS990/FeesForServicesLegalGrp/TotalAmt041602
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0133908
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt048000
IRS990/FeesForServicesManagementGrp/TotalAmt0181908
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0339084
IRS990/FeesForServicesOtherGrp/TotalAmt0339084
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0TRACIE KENYON
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE GROOMS
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNAMARIE DEYOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm3RHONDA DIEFENDERFER
IRS990/Form990PartVIISectionAGrp/PersonNm4EMILY GULDBORG
IRS990/Form990PartVIISectionAGrp/PersonNm5EDDIE BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE KING
IRS990/Form990PartVIISectionAGrp/PersonNm7WADE MCFADDEN AS OF JUNE 2021
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3(THRU APRIL 2021) TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05824958
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016534
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016534
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE GROUP BENEFITS TO EMPLOYEES OF ASSOCIATION MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03617360
IRS990/NetAssetsOrFundBalancesEOYAmt04089358
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1WELLNESS
IRS990/OtherExpensesGrp/Desc2EDUCATION AND MARKETING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05400
IRS990/OtherExpensesGrp/ProgramServicesAmt015606
IRS990/OtherExpensesGrp/ProgramServicesAmt112350
IRS990/OtherExpensesGrp/ProgramServicesAmt23860
IRS990/OtherExpensesGrp/TotalAmt015606
IRS990/OtherExpensesGrp/TotalAmt112350
IRS990/OtherExpensesGrp/TotalAmt29260
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TRACIE KENYON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH INSURANCE PREMI
IRS990/ProgramServiceRevenueGrp/Desc1REBATES AND REFUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05475830
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1332594
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05475830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1332594
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05333408
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025132
IRS990/PYOtherExpensesAmt0558851
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06365035
IRS990/PYRevenuesLessExpensesAmt0497908
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05892259
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06390167
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0471998
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05808424
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03617360
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04089358
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03251942
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04061679
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05352960
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05824958
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05352960
IRS990ScheduleD/TotalRevenuePerForm990Amt05824958
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05824958
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05352960
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE MAJOR VOTES OCCUR AT THE MEETINGS THE TRUSTEES ASK IF THERE ARE ANY CONFLICTS THAT NEED TO BE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE BY PHONE OR MAIL REQUEST AT THE HEADQUARTERS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE BY PHONE OR MAIL REQUEST AT THE HEADQUARTERS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0810605864
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PLAN TRUSTEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0LEAGUE SERVICE GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0101 N RODNEY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd059601
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONTANA CREDIT UNION LEAGUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810240316
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PLAN SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0101 N RODNEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0139308
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0EXPENSES ON ACCOUNTING RECORDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LEAGUE SERVICES GROUP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03617360
IRS990/TotalAssetsEOYAmt04089358
IRS990/TotalAssetsGrp/BOYAmt03617360
IRS990/TotalAssetsGrp/EOYAmt04089358
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0139308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05213652
IRS990/TotalFunctionalExpensesGrp/TotalAmt05352960
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03617360
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04089358
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05213652
IRS990/TotalProgramServiceRevenueAmt05808424
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016534
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05808424
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05824958
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03617360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04089358
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 N RODNEY
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059601
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.MCUN.COOP
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACIE KENYON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04063247375
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA CREDIT UNION LEAGUE GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0376420195
ReturnHeader/Filer/PhoneNum04064429081
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 N RODNEY
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810446334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS WILSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 FIRST AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067614645
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA H SOLDANO
ReturnHeader/ReturnTs02022-06-10T11:41:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRACIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENYON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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