Civic Intelligence

Montana Automobile Dealers Association

990 • Fiscal year 2019 • EIN 81-0380275

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

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

62nd percentile

0.07x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

47th percentile

2.6%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$144,770

Higher top officer pay than 79% of similar nonprofits.

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

0.0%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$3,952,698

Up $420,333 (+12%) from 2018

Net Assets

Up

$3,682,233

Up $149,868 (+4.2%) from 2018

Liabilities

Up

$270,465

Up $270,465 from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Up

$5,789,466

Up $1,672 (+0.0%) from 2018

Expenses

Up

$5,639,598

Up $58,268 (+1.0%) from 2018

Net Income

Down

$149,868

Down $56,596 (-27%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2019

Assets$3,952,698
Liabilities$270,465
Net Assets$3,682,233
Open 2019 Filing

Operations Trend

Revenue Growth36th 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

2019

Revenue$5,789,466
Expenses$5,639,598
Net Income$149,868
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Gross Receipts
$5,789,466
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$3,532,365$3,682,233▲ $149,868
Savings and Temporary Cash Investments$3,515,038$2,492,244▼ $1,022,794
Accounts Receivable$6,613$786,940▲ $780,327
Cash and Non-Interest-Bearing Accounts-$668,111-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,532,365$3,952,698▲ $420,333
Other Assets Total$10,714$5,403▼ $5,311
Liabilities
Other Liabilities$0$219,261▲ $219,261
Accounts Payable and Accrued Expenses-$51,204-
Total Liabilities$0$270,465▲ $270,465
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,532,365$3,682,233▲ $149,868
Total Liabilities and Net Assets / Fund Balance$3,532,365$3,952,698▲ $420,333
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Bruce KnudsenPlan AdministratorPT$144,770$144,770

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$274,501
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,513,719
Investment Income
$16,109
Other Revenue
$259,638
Change in Net Assets
$149,868

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,789,466
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,789,466
Total Revenue per Form 990
$5,789,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$960,312
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---$4,679,286
Other Expenses---$143,002
All Other Expenses---$92,892
Fees for Services Management---$67,800
Fees for Services Other---$47,900
Insurance---$25,413
Fees for Services Legal---$18,265
Fees for Services Accounting---$15,831
Office Expenses---$68
Total Functional Expenses$0$0$0$5,639,598

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,639,598
Total Expenses per Audited Statements$5,639,598
Total Expenses per Form 990$5,639,598
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$219,261
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

“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
2020-07-15
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
Junkermierclarkcampanellastevens Pc
Address
P O BOX 1398, WHITEFISH, MT 59937-1398
Preparer
Jacob W Carter CPA
Phone
4068622597
Raw XML Appendix379 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherExpensesGrp/TotalAmt092892
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PLAN ADMINISTRATOR
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalLiabilityAmt0219261
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05789466
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05639598
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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810170300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
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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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03532365
IRS990/TotalAssetsEOYAmt03952698
IRS990/TotalAssetsGrp/BOYAmt03532365
IRS990/TotalAssetsGrp/EOYAmt03952698
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05639598
IRS990/TotalGrossUBIAmt016109
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0270465
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0270465
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03682233
IRS990/TotalOtherCompensationAmt017750
IRS990/TotalProgramServiceExpensesAmt05639598
IRS990/TotalProgramServiceRevenueAmt05513719
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05773357
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05789466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt016109
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03532365
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03952698
IRS990/TotReportableCompRltdOrgAmt0127020
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059601
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE KNUDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064421233
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADA INSURANCE TRUST
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ReturnHeader/Filer/EIN0810380275
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.109.142.153
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm016:05:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810348775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNKERMIERCLARKCAMPANELLASTEVENS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 1398
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITEFISH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0599371398
ReturnHeader/PreparerPersonGrp/PhoneNum04068622597
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB W CARTER CPA
ReturnHeader/ReturnTs02020-07-16T17:50:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,952,698
Liabilities
$270,465
Net assets
$3,682,233
Revenue
$5,789,466
Expenses
$5,639,598
Net income
$149,868
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $5M-$10M nonprofits