Civic Intelligence

Montana Automobile Dealers Association

990 • Fiscal year 2017 • EIN 81-0380275

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 06, 2018

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

71st percentile

0.14x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.10x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

56th percentile

7.1%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

75th percentile

$120,041

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-3.2%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$3,857,147

Up $453,719 (+13%) from 2016

Net Assets

Up

$3,325,901

Up $390,559 (+13%) from 2016

Liabilities

Up

$531,246

Up $63,160 (+13%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin56th percentile

Revenue

Down

$5,501,269

Down $184,058 (-3.2%) from 2016

Expenses

Down

$5,110,710

Down $669,310 (-12%) from 2016

Net Income

Up

$390,559

Up $485,252 (+512%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$3,857,147
Liabilities$531,246
Net Assets$3,325,901
Open 2017 Filing

Operations Trend

Revenue Growth25th 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

2017

Revenue$5,501,269
Expenses$5,110,710
Net Income$390,559
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 6, 2018
Return Version
2017v2.3
Gross Receipts
$5,501,269
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$3,382,068$3,851,196▲ $469,128
Rtn Earn Endowment Incm Other Fnds$2,935,342$3,325,901▲ $390,559
Accounts Receivable$19,638$1,051▼ $18,587
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,403,428$3,857,147▲ $453,719
Other Assets Total$1,722$4,900▲ $3,178
Liabilities
Deferred Revenue$513,168$527,916▲ $14,748
Accounts Payable and Accrued Expenses$-45,082$3,330▲ $48,412
Total Liabilities$468,086$531,246▲ $63,160
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,935,342$3,325,901▲ $390,559
Total Liabilities and Net Assets / Fund Balance$3,403,428$3,857,147▲ $453,719
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Bruce KnudsenPlan AdministratorPT$120,041$120,041

Board Members and Trustees

NameTitle
Craig TillemanChairman
Bill UnderrinerTrustee
Don KaltschmidtTrustee
Eric HendricksenTrustee
James JohnsonTrustee
Jim StangerTrustee
Rob DemaroisTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Employee Benefit Management ServicesClaims Administration, Case Management2075 OVERLAND AVENUE, Billings, MT 59102$226,931
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,362,386
Investment Income
$3,136
Other Revenue
$135,747
Change in Net Assets
$390,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,501,269
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,501,269
Total Revenue per Form 990
$5,501,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$908,395
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---$4,202,315
Other Expenses---$123,890
Fees for Services Management---$67,867
All Other Expenses---$57,705
Fees for Services Other---$40,450
Fees for Services Legal---$26,491
Fees for Services Accounting---$13,295
Total Functional Expenses$0$0$0$5,110,710

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,110,710
Total Expenses per Audited Statements$5,110,710
Total Expenses per Form 990$5,110,710
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 11B

“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
2018-09-06
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
7

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
P O BOX 989, GREAT FALLS, MT 59403
Preparer
Lana Kadoshnikov CPA
Phone
4067612820
Raw XML Appendix372 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/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - 990 IS REVIEWED BY SECRETARY OF ORGANIZATION BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONTANA AUTOMOBILE DEALERS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810170300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
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/InvolvedAmt067800
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/StatesWhereCopyOfReturnIsFldCd0MT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03403428
IRS990/TotalAssetsEOYAmt03857147
IRS990/TotalAssetsGrp/BOYAmt03403428
IRS990/TotalAssetsGrp/EOYAmt03857147
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05110710
IRS990/TotalGrossUBIAmt03136
IRS990/TotalLiabilitiesBOYAmt0468086
IRS990/TotalLiabilitiesEOYAmt0531246
IRS990/TotalLiabilitiesGrp/BOYAmt0468086
IRS990/TotalLiabilitiesGrp/EOYAmt0531246
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02935342
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03325901
IRS990/TotalOtherCompensationAmt07763
IRS990/TotalProgramServiceExpensesAmt05110710
IRS990/TotalProgramServiceRevenueAmt05362386
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05498133
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05501269
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03136
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03403428
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03857147
IRS990/TotReportableCompRltdOrgAmt0112278
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE KNUDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064421233
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A7276DB6A5700619E6E4586054567ADF623EA3AC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0637517454D5460C551B8189E4C5FA8558B13636C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.123.198.253
ReturnHeader/FilingSecurityInformation/IPDt02018-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm023:18:39
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/PreparationDt02018-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANA KADOSHNIKOV CPA
ReturnHeader/ReturnTs02018-09-18T13:44:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

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

Open filing
Assets
$3,857,147
Liabilities
$531,246
Net assets
$3,325,901
Revenue
$5,501,269
Expenses
$5,110,710
Net income
$390,559
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
2017Detailed filing. Detailed filing data is available for this year.$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