Civic Intelligence

Montana Automobile Dealers Association

990 • Fiscal year 2018 • EIN 81-0380275

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 07, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.00x

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

49th percentile

3.6%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$145,752

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

20th percentile

-8.4%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

5.2%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,532,365

Down $324,782 (-8.4%) from 2017

Net Assets

Up

$3,532,365

Up $206,464 (+6.2%) from 2017

Liabilities

Down

$0

Down $531,246 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin49th percentile

Revenue

Up

$5,787,794

Up $286,525 (+5.2%) from 2017

Expenses

Up

$5,581,330

Up $470,620 (+9.2%) from 2017

Net Income

Down

$206,464

Down $184,095 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2018

Assets$3,532,365
Liabilities$0
Net Assets$3,532,365
Open 2018 Filing

Operations Trend

Revenue Growth56th 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

2018

Revenue$5,787,794
Expenses$5,581,330
Net Income$206,464
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 7, 2019
Return Version
2018v3.1
Gross Receipts
$5,787,794
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
Rtn Earn Endowment Incm Other Fnds$3,325,901$3,532,365▲ $206,464
Savings and Temporary Cash Investments$3,851,196$3,515,038▼ $336,158
Accounts Receivable$1,051$6,613▲ $5,562
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,857,147$3,532,365▼ $324,782
Other Assets Total$4,900$10,714▲ $5,814
Liabilities
Deferred Revenue$527,916$0▼ $527,916
Accounts Payable and Accrued Expenses$3,330$0▼ $3,330
Total Liabilities$531,246$0▼ $531,246
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,325,901$3,532,365▲ $206,464
Total Liabilities and Net Assets / Fund Balance$3,857,147$3,532,365▼ $324,782
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Bruce KnudsenPlan AdministratorPT$145,752$145,752

Board Members and Trustees

NameTitle
Bill UnderrinerChair
Craig TillemanTrustee
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$284,984
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,547,621
Investment Income
$6,073
Other Revenue
$234,100
Change in Net Assets
$206,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,787,794
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,787,794
Total Revenue per Form 990
$5,787,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$983,769
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---$4,597,561
Other Expenses---$136,546
All Other Expenses---$96,739
Fees for Services Management---$67,800
Fees for Services Other---$51,175
Fees for Services Legal---$35,957
Insurance---$25,776
Fees for Services Accounting---$14,660
Office Expenses---$1,027
Total Functional Expenses$0$0$0$5,581,330

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,581,330
Total Expenses per Audited Statements$5,581,330
Total Expenses per Form 990$5,581,330
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
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
2019-09-07
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 Appendix371 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/AccountsPayableAccrExpnssGrp/BOYAmt03330
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt01051
IRS990/AccountsReceivableGrp/EOYAmt06613
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH INSURANCE, DENTAL, VISION, LIFE AND AD&D TO EMPLOYEES OF MEMBER EMPLOYERS.
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherExpensesGrp/TotalAmt096739
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt04597561
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MADA
IRS990/BooksInCareOfDetail/PhoneNum04064421233
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 N SANDERS
IRS990/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059601
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0284984
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02075 OVERLAND AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BILLINGS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd059102
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0EMPLOYEE BENEFIT MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMINISTRATION, CASE MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04597561
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06073
IRS990/CYOtherExpensesAmt0983769
IRS990/CYOtherRevenueAmt0234100
IRS990/CYProgramServiceRevenueAmt05547621
IRS990/CYRevenuesLessExpensesAmt0206464
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05581330
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05787794
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0527916
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE GROUP HEALTH INSURANCE, DENTAL, VISION, LIFE, AD&D INSURANCE THROUGH PAYMENTS FOR THE TRUST'S MEMBERS AND PAYMENT OF MANAGEMENT FEES FOR ADMINISTRATION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt05581330
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt014660
IRS990/FeesForServicesLegalGrp/TotalAmt035957
IRS990/FeesForServicesManagementGrp/TotalAmt067800
IRS990/FeesForServicesOtherGrp/TotalAmt051175
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/OtherCompensationAmt715213
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC HENDRICKSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM STANGER
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL UNDERRINER
IRS990/Form990PartVIISectionAGrp/PersonNm3DON KALTSCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG TILLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ROB DEMAROIS
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE KNUDSEN
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/ReportableCompFromRltdOrgAmt7130539
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05787794
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt025776
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06073
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt06073
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH INSURANCE, DENTAL, VISION, LIFE AND AD&D TO EMPLOYEES OF MEMBER EMPLOYERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03325901
IRS990/NetAssetsOrFundBalancesEOYAmt03532365
IRS990/NetUnrelatedBusTxblIncmAmt03645
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt01027
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04900
IRS990/OtherAssetsTotalGrp/EOYAmt010714
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS TAXE
IRS990/OtherExpensesGrp/Desc1CLAIMS ADMINSTRATION FE
IRS990/OtherExpensesGrp/Desc2STOP-LOSS INSURANCE EXP
IRS990/OtherExpensesGrp/Desc3WELLNESS PROGRAM
IRS990/OtherExpensesGrp/TotalAmt072
IRS990/OtherExpensesGrp/TotalAmt1321079
IRS990/OtherExpensesGrp/TotalAmt2232938
IRS990/OtherExpensesGrp/TotalAmt3136546
IRS990/OtherRevenueMiscGrp/BusinessCd0524114
IRS990/OtherRevenueMiscGrp/Desc0PHARMACY REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0234100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0234100
IRS990/OtherRevenueTotalAmt0234100
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRUCE KNUDSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524114
IRS990/ProgramServiceRevenueGrp/BusinessCd1524114
IRS990/ProgramServiceRevenueGrp/Desc0GROUP INSURANCE PREMIU
IRS990/ProgramServiceRevenueGrp/Desc1COBRA FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05511244
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05511244
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136377
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE GROUP HEALTH INSURANCE, DENTAL, VISION, LIFE, AD&D INSURANCE THROUGH PAYMENTS TO AN INSURANCE COMPANY (BC/BS) FOR THE TRUST'S MEMBERS AND PAYMENT OF MANAGEMENT FEES FOR ADMINISTRATION
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04202315
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03136
IRS990/PYOtherExpensesAmt0908395
IRS990/PYOtherRevenueAmt0135747
IRS990/PYProgramServiceRevenueAmt05362386
IRS990/PYRevenuesLessExpensesAmt0390559
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05110710
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05501269
IRS990/ReconcilationRevenueExpnssAmt0206464
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03325901
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03532365
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03851196
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03515038
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05581330
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05787794
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05581330
IRS990ScheduleD/TotalRevenuePerForm990Amt05787794
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05787794
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05581330
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03857147
IRS990/TotalAssetsEOYAmt03532365
IRS990/TotalAssetsGrp/BOYAmt03857147
IRS990/TotalAssetsGrp/EOYAmt03532365
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05581330
IRS990/TotalGrossUBIAmt06073
IRS990/TotalLiabilitiesBOYAmt0531246
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0531246
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03325901
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03532365
IRS990/TotalOtherCompensationAmt015213
IRS990/TotalProgramServiceExpensesAmt05581330
IRS990/TotalProgramServiceRevenueAmt05547621
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05781721
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05787794
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06073
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03857147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03532365
IRS990/TotReportableCompRltdOrgAmt0130539
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE KNUDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064421233
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-07
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/AtSubmissionCreationDeviceId0EBC9D3B30C4A102FB78E8F5931294F5427D0BEFF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED36F169A395FE3C487B16C4B3D80C86E3638EA0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.123.198.253
ReturnHeader/FilingSecurityInformation/IPDt02019-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm012:35:58
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/PreparationDt02019-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANA KADOSHNIKOV CPA
ReturnHeader/ReturnTs02019-09-16T10:05:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,532,365
Liabilities
$0
Net assets
$3,532,365
Revenue
$5,787,794
Expenses
$5,581,330
Net income
$206,464
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
2018Detailed filing. Detailed filing data is available for this year.$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