Civic Intelligence

Montana Insurance Education Foundation

EIN 81-0298194 • 501(c)3 • Helena, MT

Profile

To provide educational resources, services and courses to members of the insurance industry.

3131 Dredge DrHelena, MT 59602

www.iiaa.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-271%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-6.8%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-54%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$112,793

Down $8,268 (-6.8%) from 2023

Liabilities

Down

$32

Down $468 (-94%) from 2023

Net Assets

Down

$112,761

Down $7,800 (-6.5%) from 2023

Revenue

Down

$2,878

Down $3,346 (-54%) from 2023

Expenses

Up

$10,678

Up $3,543 (+50%) from 2023

Net Income

Down

-$7,800

Down $6,889 (-756%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $156,869Liabilities 2010: $42,829Net Assets 2010: $114,0402010Assets 2011: $163,035Liabilities 2011: $30,688Net Assets 2011: $132,3472011Assets 2012: $175,982Liabilities 2012: $25,630Net Assets 2012: $150,3522012Assets 2013: $162,523Liabilities 2013: $22,904Net Assets 2013: $139,6192013Assets 2014: $154,573Liabilities 2014: $24,100Net Assets 2014: $130,4732014Assets 2015: $127,373Liabilities 2015: $30,921Net Assets 2015: $96,4522015Assets 2016: $107,294Liabilities 2016: $25,032Net Assets 2016: $82,2622016Assets 2017: $107,421Liabilities 2017: $25,849Net Assets 2017: $81,5722017Assets 2018: $103,472Liabilities 2018: $0Net Assets 2018: $103,4722018Assets 2019: $115,995Liabilities 2019: $0Net Assets 2019: $115,9952019Assets 2020: $129,708Liabilities 2020: $0Net Assets 2020: $129,7082020Assets 2021: $138,152Liabilities 2021: $0Net Assets 2021: $138,1522021Assets 2023: $121,061Liabilities 2023: $500Net Assets 2023: $120,5612023Assets 2024: $112,793Liabilities 2024: $32Net Assets 2024: $112,7612024

Highlighted filing

2024

Assets$112,793
Liabilities$32
Net Assets$112,761

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $198,945Expenses 2010: $198,437Net Income 2010: $5082010Revenue 2011: $194,394Expenses 2011: $181,925Net Income 2011: $12,4692011Expenses 2012: $188,2942012Expenses 2013: $185,0852013Revenue 2014: $153,726Expenses 2014: $169,677Net Income 2014: -$15,9512014Revenue 2015: $139,552Expenses 2015: $170,531Net Income 2015: -$30,9792015Revenue 2016: $150,626Expenses 2016: $164,817Net Income 2016: -$14,1912016Revenue 2017: $120,621Expenses 2017: $125,011Net Income 2017: -$4,3902017Revenue 2018: $130,873Expenses 2018: $106,754Net Income 2018: $24,1192018Revenue 2019: $112,790Expenses 2019: $111,236Net Income 2019: $1,5542019Revenue 2020: $68,578Expenses 2020: $64,238Net Income 2020: $4,3402020Revenue 2021: $11,552Expenses 2021: $6,775Net Income 2021: $4,7772021Revenue 2023: $6,224Expenses 2023: $7,135Net Income 2023: -$9112023Revenue 2024: $2,878Expenses 2024: $10,678Net Income 2024: -$7,8002024

Highlighted filing

2024

Revenue$2,878
Expenses$10,678
Net Income-$7,800

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.03$0.11$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.01$1.21$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.12$0.07$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.69$0.64$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$1.13$1.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$1.31$1.07$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.26$0.82$1.21$1.25$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.25$0.82$1.51$1.65$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.31$0.96$1.40$1.71$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.24$1.30$1.54$1.70$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.23$1.40$1.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.26$1.50$1.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.31$1.32$1.94$1.82$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.43$1.14$1.99$1.98$0.01
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
Oct 24, 2022
Return Version
2021v4.2
Gross Receipts
$63,965
Mission and Program Overview

Mission

To provide educational resources, services and courses to members of the insurance industry.

To provide educational resources, services, and courses to professionals of the insurance industry.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION EXPENSES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM CHAMBERLINDirector-$0--
CASSANDRA CRANSTONDirector-$0--
HEATH RICHMANDirector-$0--
CHRISTOPHER HINDOIENDirector-$0--
MELISSA THOMPSONDirector-$0--
KENDALL MASSIEDirector-$0--
JODI TIERNEYPresident-$0--
CHRISTINE CAMPBELLSecretary/Treasurer-$0--
AARON BEARDVice President-$0--
KERRI D EMMONSCEOPT$0--
Filing and Contact Details

Filer

Filer Name
Montana Insurance Education Foundation
EIN
81-0298194
Phone
4064429555
Address
3131 DREDGE DR, HELENA, MT 59602

Signing Officer

Name
Kerri Emmons
Title
CEO
Phone
4064429555
Signed
2022-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
1821 SOUTH AVE WEST FL 5, MISSOULA, MT 59801
Preparer
Iris a Owen CPA
Phone
4067217800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 603. Description: dividend income. Amount: 1,692. Description: capital gain distribution. Amount: 250. Total included on form 990-ez, line 4: 2,545.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues and subscriptions. Amount: 561. Description: insurance. Amount: 995. Description: investment fees. Amount: 394. Description: expense reimbursement fee. Amount: 3,600. Description: miscellaneous expense. Amount: 20. Total to form 990-ez, line 16: 5,570.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains & losses. Amount: 3,667.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments - other securities. Beg. Of year amount: 114,151. End of year amount: 128,350.

Raw XML Appendix229 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04064429555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03131 DREDGE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015557
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01250
IRS990EZ/CostOrOtherBasisExpenseSaleAmt052413
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04777
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01205
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129708
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138152
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07757
IRS990EZ/GrossReceiptsAmt063965
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02545
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129708
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138152
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129708
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138152
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt910.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM CHAMBERLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASSANDRA CRANSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATH RICHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER HINDOIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENDALL MASSIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JODI TIERNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRISTINE CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AARON BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KERRI D EMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CEO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0114151
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0128350
IRS990EZ/OtherChangesInNetAssetsAmt03667
IRS990EZ/OtherExpensesTotalAmt05570
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL RESOURCES, SERVICES, AND COURSES TO PROFESSIONALS OF THE INSURANCE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt060170
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06775
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011552
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IIAA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02017 DATA REPORTED ON SCHEDULE A WAS A SHORT YEAR WITH A BEGINNING DATE OF 07/01/17 AND A YEAR END DATE OF 12/31/17 DUE TO A CHANGE IN THE ORGANIZATION'S ACCOUNTING PERIOD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02545
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02436
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02446
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01029
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0109719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0128342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0367377
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0880
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0880
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02545
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02436
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02446
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010529
IRS990ScheduleA/InvestmentIncomeCYPct00.02760
IRS990ScheduleA/InvestmentIncomePYPct00.02050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88550
IRS990ScheduleA/PublicSupportPY509Pct00.90460
IRS990ScheduleA/PublicSupportTotal509Amt0337282
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02320
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt08702
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010255
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt011793
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt033070
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt02320
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt08702
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt010255
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt011793
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt033070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064432
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0110259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0128647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065764
IRS990ScheduleA/Total509Grp/TotalAmt0370352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0130720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066793
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0380881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 603. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,692. DESCRIPTION: CAPITAL GAIN DISTRIBUTION. AMOUNT: 250. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 561. DESCRIPTION: INSURANCE. AMOUNT: 995. DESCRIPTION: INVESTMENT FEES. AMOUNT: 394. DESCRIPTION: EXPENSE REIMBURSEMENT FEE. AMOUNT: 3,600. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 5,570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS & LOSSES. AMOUNT: 3,667.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVESTMENTS - OTHER SECURITIES. BEG. OF YEAR AMOUNT: 114,151. END OF YEAR AMOUNT: 128,350.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRI EMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04064429555
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA INSURANCE EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810298194
ReturnHeader/Filer/PhoneNum04064429555
ReturnHeader/Filer/USAddress/AddressLine1Txt03131 DREDGE DR
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01821 SOUTH AVE WEST FL 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059801
ReturnHeader/PreparerPersonGrp/PhoneNum04067217800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRIS A OWEN CPA
ReturnHeader/ReturnTs02022-10-24T11:08:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EMMONS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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