Civic Intelligence

Montana Automobile Dealers Association

990 • Fiscal year 2015 • EIN 81-0380275

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization ProfileN/A
501 N SandersHelena, MT 59601

(406) 442-1233

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.18x

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.09x

Higher debt load relative to revenue than 66% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

79th percentile

18%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

95th percentile

59%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-4.8%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$3,717,687

Up $1,379,102 (+59%) from 2014

Net Assets

Up

$3,030,035

Up $1,414,647 (+88%) from 2014

Liabilities

Down

$687,652

Down $35,545 (-4.9%) from 2014

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin79th percentile

Revenue

Down

$7,750,993

Down $390,646 (-4.8%) from 2014

Expenses

Down

$6,336,346

Down $2,772,029 (-30%) from 2014

Net Income

Up

$1,414,647

Up $2,381,383 (+246%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,577,800Liabilities 2011: $2,071,571Net Assets 2011: $3,506,2292011Assets 2012: $4,020,203Liabilities 2012: $1,426,608Net Assets 2012: $2,593,5952012Assets 2013: $3,301,128Liabilities 2013: $2,193,055Net Assets 2013: $1,108,0732013Assets 2014: $2,338,585Liabilities 2014: $723,197Net Assets 2014: $1,615,3882014Assets 2015: $3,717,687Liabilities 2015: $687,652Net Assets 2015: $3,030,0352015Assets 2016: $3,403,428Liabilities 2016: $468,086Net Assets 2016: $2,935,3422016Assets 2017: $3,857,147Liabilities 2017: $531,246Net Assets 2017: $3,325,9012017Assets 2018: $3,532,365Liabilities 2018: $0Net Assets 2018: $3,532,3652018Assets 2019: $3,952,698Liabilities 2019: $270,465Net Assets 2019: $3,682,2332019Assets 2020: $1,713,239Liabilities 2020: $70,242Net Assets 2020: $1,642,9972020Assets 2021: $782,366Liabilities 2021: $115,819Net Assets 2021: $666,5472021Assets 2022: $945,874Liabilities 2022: $133,196Net Assets 2022: $812,6782022Assets 2023: $1,067,366Liabilities 2023: $37,800Net Assets 2023: $1,029,5662023Assets 2024: $1,761,663Liabilities 2024: $103,455Net Assets 2024: $1,658,2082024

Highlighted filing

2015

Assets$3,717,687
Liabilities$687,652
Net Assets$3,030,035
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $7,241,610Expenses 2011: $6,472,102Net Income 2011: $769,5082011Revenue 2012: $6,895,794Expenses 2012: $7,808,428Net Income 2012: -$912,6342012Revenue 2013: $7,283,832Expenses 2013: $8,769,354Net Income 2013: -$1,485,5222013Revenue 2014: $8,141,639Expenses 2014: $9,108,375Net Income 2014: -$966,7362014Revenue 2015: $7,750,993Expenses 2015: $6,336,346Net Income 2015: $1,414,6472015Revenue 2016: $5,685,327Expenses 2016: $5,780,020Net Income 2016: -$94,6932016Revenue 2017: $5,501,269Expenses 2017: $5,110,710Net Income 2017: $390,5592017Revenue 2018: $5,787,794Expenses 2018: $5,581,330Net Income 2018: $206,4642018Revenue 2019: $5,789,466Expenses 2019: $5,639,598Net Income 2019: $149,8682019Revenue 2020: $5,479,614Expenses 2020: $6,729,010Net Income 2020: -$1,249,3962020Revenue 2021: $6,867,313Expenses 2021: $7,843,763Net Income 2021: -$976,4502021Revenue 2022: $7,764,193Expenses 2022: $7,618,062Net Income 2022: $146,1312022Revenue 2023: $7,388,249Expenses 2023: $7,171,361Net Income 2023: $216,8882023Revenue 2024: $7,423,334Expenses 2024: $6,794,692Net Income 2024: $628,6422024

Highlighted filing

2015

Revenue$7,750,993
Expenses$6,336,346
Net Income$1,414,647
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$7,750,993
Mission and Program Overview

Mission

Provide health insurance, dental, vision, life and ad&d to employees of member employers

Provide health insurance, dental, vision, life and ad&d to employees of member employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,320,745$3,657,328▲ $1,336,583
Rtn Earn Endowment Incm Other Fnds$1,615,388$3,030,035▲ $1,414,647
Accounts Receivable$12,287$58,028▲ $45,741
Prepaid Expenses and Deferred Charges$4,912$0▼ $4,912
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,338,585$3,717,687▲ $1,379,102
Other Assets Total$641$2,331▲ $1,690
Liabilities
Deferred Revenue$617,097$652,110▲ $35,013
Accounts Payable and Accrued Expenses$106,100$35,542▼ $70,558
Total Liabilities$723,197$687,652▼ $35,545
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,615,388$3,030,035▲ $1,414,647
Total Liabilities and Net Assets / Fund Balance$2,338,585$3,717,687▲ $1,379,102
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Bill UnderrinerTrustee
Craig TillemanTrustee
Don KaltschmidtTrustee
Jim StangerTrustee
Joe BillionTrustee
Rob DemaroisTrustee
Whitney OlsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,626,935
Investment Income
$3,860
Other Revenue
$120,198
Change in Net Assets
$1,414,647

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,750,993
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,750,993
Total Revenue per Form 990
$7,750,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,434,542
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$4,901,804--$4,901,804
All Other Expenses$322,956--$322,956
Other Expenses$94,744--$94,744
Insurance$1,774--$1,774
Total Functional Expenses$6,336,346$0$0$6,336,346

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,336,346
Total Expenses per Audited Statements$6,336,346
Total Expenses per Form 990$6,336,346
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 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 11

“Line 11a explanation - 990 is reviewed by secretary of organization before filing”

Form 990, Part VI, Section C, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Mada Insurance Trust
EIN
81-0380275
Phone
4064421233
Address
501 N SANDERS, HELENA, MT 59601

Signing Officer

Name
Bruce Knudsen
Title
Executive Vice President
Phone
4064421233
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Knudsen
Formed
1994
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
P O BOX 989, GREAT FALLS, MT 59403
Preparer
Bruce Lahti
Phone
4067612820
Raw XML Appendix366 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - 990 IS REVIEWED BY SECRETARY OF ORGANIZATION BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVE AUTOMOBILE DEALERS AND PROVIDE EDUCATION AND CONSULTATION TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 N SANDERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059604
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt067696
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0APPROXIMATION OF COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MONTANA AUTOMOBILE DEALERS ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02338585
IRS990/TotalAssetsEOYAmt03717687
IRS990/TotalAssetsGrp/BOYAmt02338585
IRS990/TotalAssetsGrp/EOYAmt03717687
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06336346
IRS990/TotalFunctionalExpensesGrp/TotalAmt06336346
IRS990/TotalGrossUBIAmt03860
IRS990/TotalLiabilitiesBOYAmt0723197
IRS990/TotalLiabilitiesEOYAmt0687652
IRS990/TotalLiabilitiesGrp/BOYAmt0723197
IRS990/TotalLiabilitiesGrp/EOYAmt0687652
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01615388
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03030035
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06336346
IRS990/TotalProgramServiceRevenueAmt07626935
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07747133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07750993
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03860
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02338585
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03717687
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0501 N SANDERS
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059601
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE KNUDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064421233
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADA INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810380275
ReturnHeader/Filer/PhoneNum04064421233
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 N SANDERS
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810348775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNKERMIERCLARKCAMPANELLASTEVENSPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 989
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059403
ReturnHeader/PreparerPersonGrp/PhoneNum04067612820
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE LAHTI
ReturnHeader/ReturnTs02016-11-15T10:33:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,717,687
Liabilities
$687,652
Net assets
$3,030,035
Revenue
$7,750,993
Expenses
$6,336,346
Net income
$1,414,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.10$1.66$7.42$6.79$0.63
2023Summary only. Only limited summary data is available for this year.$1.07$0.04$1.03$7.39$7.17$0.22
2022Summary only. Only limited summary data is available for this year.$0.95$0.13$0.81$7.76$7.62$0.15
2021Summary only. Only limited summary data is available for this year.$0.78$0.12$0.67$6.87$7.84$0.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.07$1.64$5.48$6.73$1.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.27$3.68$5.79$5.64$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$5.79$5.58$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.53$3.33$5.50$5.11$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.47$2.94$5.69$5.78$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.69$3.03$7.75$6.34$1.41
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.72$1.62$8.14$9.11$0.97
2013Detailed filing. Detailed filing data is available for this year.$3.30$2.19$1.11$7.28$8.77$1.49
2012Summary only. Only limited summary data is available for this year.$4.02$1.43$2.59$6.90$7.81$0.91
2011Summary only. Only limited summary data is available for this year.$5.58$2.07$3.51$7.24$6.47$0.77