Civic Intelligence

Montana Automobile Dealers Association

990 • Fiscal year 2020 • EIN 81-0380275

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 04, 2021

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

56th percentile

0.04x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$165,486

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

3rd percentile

-57%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-5.4%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$1,713,239

Down $2,239,459 (-57%) from 2019

Net Assets

Down

$1,642,997

Down $2,039,236 (-55%) from 2019

Liabilities

Down

$70,242

Down $200,223 (-74%) from 2019

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin13th percentile

Revenue

Down

$5,479,614

Down $309,852 (-5.4%) from 2019

Expenses

Up

$6,729,010

Up $1,089,412 (+19%) from 2019

Net Income

Down

-$1,249,396

Down $1,399,264 (-934%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2020

Assets$1,713,239
Liabilities$70,242
Net Assets$1,642,997
Open 2020 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

2020

Revenue$5,479,614
Expenses$6,729,010
Net Income-$1,249,396
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 4, 2021
Return Version
2020v4.1
Gross Receipts
$5,479,614
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$3,682,233$1,642,997▼ $2,039,236
Savings and Temporary Cash Investments$2,492,244$1,492,404▼ $999,840
Cash and Non-Interest-Bearing Accounts$668,111$203,426▼ $464,685
Accounts Receivable$786,940$9,972▼ $776,968
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,952,698$1,713,239▼ $2,239,459
Other Assets Total$5,403$7,437▲ $2,034
Liabilities
Other Liabilities$219,261$58,606▼ $160,655
Accounts Payable and Accrued Expenses$51,204$11,636▼ $39,568
Total Liabilities$270,465$70,242▼ $200,223
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,682,233$1,642,997▼ $2,039,236
Total Liabilities and Net Assets / Fund Balance$3,952,698$1,713,239▼ $2,239,459
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Bill UnderrinerChair
Craig TillemanTrustee
Don KaltschmidtTrustee
Eric HendricksenTrustee
James JohnsonTrustee
Jim StangerTrustee
Rob DemaroisTrustee
Bruce KnudsenPlan Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Employee Benefit Management ServicesClaims Administration, Case Management2075 OVERLAND AVENUE, Billings, MT 59102$183,213
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,062,225
Investment Income
$19,864
Other Revenue
$397,525
Change in Net Assets
$-1,249,396

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,479,614
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,479,614
Total Revenue per Form 990
$5,479,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$833,594
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---$5,895,416
Other Expenses---$124,587
All Other Expenses---$90,865
Fees for Services Other---$73,239
Fees for Services Management---$67,800
Insurance---$27,969
Fees for Services Accounting---$17,014
Fees for Services Legal---$15,479
Office Expenses---$907
Total Functional Expenses$0$0$0$6,729,010

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,729,010
Total Expenses per Audited Statements$6,729,010
Total Expenses per Form 990$6,729,010
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$58,606
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2021-08-04
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
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Audit adjustment -789,840.”

Raw XML Appendix398 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/BOYAmt051204
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011636
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IRS990/AccountsReceivableGrp/EOYAmt09972
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH INSURANCE, DENTAL, VISION, LIFE AND AD&D TO EMPLOYEES OF MEMBER EMPLOYERS.
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherExpensesGrp/TotalAmt090865
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt05895416
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MADA
IRS990/BooksInCareOfDetail/PhoneNum04064421233
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 N SANDERS
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
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IRS990/CYTotalRevenueAmt05479614
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE GROUP HEALTH INSURANCE, DENTAL, VISION, LIFE, AND AD&D INSURANCE THROUGH PAYMENTS FOR THE TRUST'S MEMBERS AND PAYMENT OF MANAGEMENT FEES FOR ADMINISTRATION.
IRS990/DescribedInSection501c3Ind00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt017014
IRS990/FeesForServicesLegalGrp/TotalAmt015479
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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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/OtherCompensationAmt720023
IRS990/Form990PartVIISectionAGrp/PersonNm0BILL UNDERRINER
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC HENDRICKSEN
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IRS990/Form990PartVIISectionAGrp/PersonNm3DON KALTSCHMIDT
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PLAN ADMINISTRATOR
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/OtherExpensesGrp/Desc2CLAIMS ADMINSTRATION FE
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IRS990/OtherRevenueMiscGrp/Desc0PHARMACY REFUNDS
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesSubtotalAmt06729010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058606
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05479614
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06729010
IRS990ScheduleD/TotalLiabilityAmt058606
IRS990ScheduleD/TotalRevenuePerForm990Amt05479614
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05479614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06729010
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0145463
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011243
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRUCE KNUDSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0165486
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - 990 IS REVIEWED BY SECRETARY OF ORGANIZATION BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AUDIT ADJUSTMENT -789,840.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03952698
IRS990/TotalAssetsEOYAmt01713239
IRS990/TotalAssetsGrp/BOYAmt03952698
IRS990/TotalAssetsGrp/EOYAmt01713239
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06729010
IRS990/TotalGrossUBIAmt019864
IRS990/TotalLiabilitiesBOYAmt0270465
IRS990/TotalLiabilitiesEOYAmt070242
IRS990/TotalLiabilitiesGrp/BOYAmt0270465
IRS990/TotalLiabilitiesGrp/EOYAmt070242
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03682233
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01642997
IRS990/TotalOtherCompensationAmt020023
IRS990/TotalProgramServiceRevenueAmt05062225
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05459750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05479614
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt019864
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03952698
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01713239
IRS990/TotReportableCompRltdOrgAmt0145463
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE KNUDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064421233
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-04
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/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/PreparationDt02021-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB W CARTER CPA
ReturnHeader/ReturnTs02021-08-09T17:10:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KNUDSEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,713,239
Liabilities
$70,242
Net assets
$1,642,997
Revenue
$5,479,614
Expenses
$6,729,010
Net income
-$1,249,396
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
2020Detailed filing. Detailed filing data is available for this year.$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