Civic Intelligence

Ebp West Care Health and Welfare Plan

990 • Fiscal year 2014 • EIN 81-0478880

Apr 01, 2013 to Mar 31, 2014 • Filed on Feb 12, 2015

Organization ProfileN/A

View Organization Page

701 Gold Avenue59715

(406) 586-1995

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.01x

Higher debt load relative to revenue than 48% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

85th percentile

27%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

2.8%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$2,531,096

Up $540,099 (+27%) from 2013

Net Assets

Up

$2,501,592

Up $510,595 (+26%) from 2013

Liabilities

Up

$29,504

Up $29,504 from 2013

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin77th percentile

Revenue

$2,826,177

No earlier filing loaded for comparison.

Expenses

Down

$2,315,582

Down $772,406 (-25%) from 2013

Net Income

$510,595

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,239,947Liabilities 2010: $1,061,299Net Assets 2010: $178,6482010Assets 2011: $1,088,979Liabilities 2011: $0Net Assets 2011: $1,088,9792011Assets 2012: $1,692,730Liabilities 2012: $865Net Assets 2012: $1,691,8652012Assets 2013: $1,990,997Liabilities 2013: $0Net Assets 2013: $1,990,9972013Assets 2014: $2,531,096Liabilities 2014: $29,504Net Assets 2014: $2,501,5922014Assets 2015: $3,283,491Liabilities 2015: $16,332Net Assets 2015: $3,267,1592015Assets 2016: $2,370,364Liabilities 2016: $20,028Net Assets 2016: $2,350,3362016Assets 2017: $1,919,246Liabilities 2017: $269,579Net Assets 2017: $1,649,6672017Assets 2018: $3,139,859Liabilities 2018: $34,316Net Assets 2018: $3,105,5432018Assets 2019: $7,226,921Liabilities 2019: $36,977Net Assets 2019: $7,189,9442019Assets 2020: $11,505,410Liabilities 2020: $39,907Net Assets 2020: $11,465,5032020Assets 2021: $16,737,053Liabilities 2021: $34,228Net Assets 2021: $16,702,8252021Assets 2022: $14,927,657Liabilities 2022: $51,322Net Assets 2022: $14,876,3352022Assets 2023: $15,219,301Liabilities 2023: $92,045Net Assets 2023: $15,127,2562023Assets 2024: $14,719,939Liabilities 2024: $77,530Net Assets 2024: $14,642,4092024

Highlighted filing

2014

Assets$2,531,096
Liabilities$29,504
Net Assets$2,501,592
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,328,5182010Revenue 2011: $2,600,981Expenses 2011: $2,742,236Net Income 2011: -$141,2552011Expenses 2012: $2,215,3342012Expenses 2013: $3,087,9882013Revenue 2014: $2,826,177Expenses 2014: $2,315,582Net Income 2014: $510,5952014Revenue 2015: $4,700,141Expenses 2015: $3,934,574Net Income 2015: $765,5672015Revenue 2016: $4,068,453Expenses 2016: $4,985,276Net Income 2016: -$916,8232016Revenue 2017: $4,105,540Expenses 2017: $4,806,209Net Income 2017: -$700,6692017Revenue 2018: $5,414,379Expenses 2018: $3,958,503Net Income 2018: $1,455,8762018Revenue 2019: $8,867,086Expenses 2019: $4,782,685Net Income 2019: $4,084,4012019Revenue 2020: $10,061,330Expenses 2020: $5,785,771Net Income 2020: $4,275,5592020Revenue 2021: $12,281,854Expenses 2021: $7,044,532Net Income 2021: $5,237,3222021Revenue 2022: $5,325,009Expenses 2022: $5,691,570Net Income 2022: -$366,5612022Revenue 2023: $6,879,746Expenses 2023: $6,681,960Net Income 2023: $197,7862023Revenue 2024: $7,761,768Expenses 2024: $8,253,615Net Income 2024: -$491,8472024

Highlighted filing

2014

Revenue$2,826,177
Expenses$2,315,582
Net Income$510,595
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$2,826,177
Mission and Program Overview

Mission

NONE

Provide health benefits to participating employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,990,997$2,501,592▲ $510,595
Accounts Receivable$430,117$1,138,345▲ $708,228
Investments in Publicly Traded Securities$724,257$527,448▼ $196,809
Investments Other Securities$500,000$499,878▼ $122
Cash and Non-Interest-Bearing Accounts$336,623$365,425▲ $28,802
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,990,997$2,531,096▲ $540,099
Liabilities
Accounts Payable and Accrued Expenses$0$29,504▲ $29,504
Total Liabilities$0$29,504▲ $29,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,990,997$2,501,592▲ $510,595
Total Liabilities and Net Assets / Fund Balance$1,990,997$2,531,096▲ $540,099

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$499,878--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Jim TillemanTrustee
Kirt RiersonTrustee
Ron HoldenTrustee
Scott BradyTrustee
Cheryl JorgensenTrustee/plan Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Employee Benefit Management ServicesAdministration Of Benefits-$128,160
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,823,103
Investment Income
$3,074
Other Revenue
$0
Change in Net Assets
$510,595

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,826,177
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,826,177
Total Revenue per Form 990
$2,826,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,035
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---$2,205,547
Fees for Services Other---$109,132
Office Expenses---$903
Total Functional Expenses$0$0$0$2,315,582

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,315,582
Total Expenses per Audited Statements$2,315,582
Total Expenses per Form 990$2,315,582
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The organization did not record minutes from the board of trustees meetings.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have a committee that has authority to act on behalf of the governing body, therefore no minutes were recorded.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 is provided to the board of trustees through e-mail prior to the return being filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public for inspection upon request.”

Filing and Contact Details

Filer

EIN
81-0478880
Phone
4065861995

Signing Officer

Name
Jim Tilleman
Title
CFO
Phone
4065861995
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl Jorgensen
Formed
1993
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Maria J Christiaens
Phone
4068962400
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3A and 3B

“The organization is electing to set aside investment income for the purpose of payments for health benefits to its members. The set aside election has been made by filing schedule g of form 990-t, in addition to completing a schedule in support of income set aside as attached to the 990-t.”

Financial Statement Notes

PART X, LINE 2:

“The trust established to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code, and accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination letter dated may 20, 1993 from the internal revenue service, and the plan sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. Therefore, no provision for income taxes has been included in the plan's financial statements. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2010.”

Raw XML Appendix295 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/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029504
IRS990/AccountsReceivableGrp/BOYAmt0430117
IRS990/AccountsReceivableGrp/EOYAmt01138345
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS TO PARTICIPATING EMPLOYEES.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt02205547
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10CHERYL JORGENSEN
IRS990/BooksInCareOfDetail/PhoneNum04065861995
IRS990/BooksInCareOfDetail/USAddress/AddressLine10701 GOLD AVENUE PO BOX 99
IRS990/BooksInCareOfDetail/USAddress/City0BOZEMAN
IRS990/BooksInCareOfDetail/USAddress/State0MT
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0128160
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine102075 OVERLAND AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0BILLINGS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0MT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode059102
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10EMPLOYEE BENEFIT MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION OF BENEFITS
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02205547
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt0110035
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalRevenueAmt02826177
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENTS FOR THE BENEFIT OF PARTICIPANTS IN THE HEALTH PLAN FOR HOSPITAL AND MEDICAL COSTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0109132
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0CHERYL JORGENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1KIRT RIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM TILLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3RON HOLDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4SCOTT BRADY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/PLAN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02826177
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03074
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03074
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0500000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0499878
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0724257
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0527448
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0THE TRUST WAS ESTABLISHED TO CREATE A FUND TO PROVIDE FOR PAYMENT OF HOSPITAL AND MEDICAL BENEFITS TO PARTICIPATING EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01990997
IRS990/NetAssetsOrFundBalancesEOYAmt02501592
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0903
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHERYL JORGENSEN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATE OF DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02826177
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED MAY 20, 1993 FROM THE INTERNAL REVENUE SERVICE, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT RECORD MINUTES FROM THE BOARD OF TRUSTEES MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, THEREFORE NO MINUTES WERE RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES THROUGH E-MAIL PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS ELECTING TO SET ASIDE INVESTMENT INCOME FOR THE PURPOSE OF PAYMENTS FOR HEALTH BENEFITS TO ITS MEMBERS. THE SET ASIDE ELECTION HAS BEEN MADE BY FILING SCHEDULE G OF FORM 990-T, IN ADDITION TO COMPLETING A SCHEDULE IN SUPPORT OF INCOME SET ASIDE AS ATTACHED TO THE 990-T.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART V, LINE 3A AND 3B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01990997
IRS990/TotalAssetsEOYAmt02531096
IRS990/TotalAssetsGrp/BOYAmt01990997
IRS990/TotalAssetsGrp/EOYAmt02531096
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02315582
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt029504
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt029504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01990997
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02501592
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02823103
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03074
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02823103
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02826177
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01990997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02531096
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10701 GOLD AVENUE
IRS990/USAddress/City0BOZEMAN
IRS990/USAddress/State0MT
IRS990/USAddress/ZIPCode059715
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM TILLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04065861995
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10WEST CARE HEALTH & WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0810478880
ReturnHeader/Filer/PhoneNum04065861995
ReturnHeader/Filer/USAddress/AddressLine10701 GOLD AVENUE
ReturnHeader/Filer/USAddress/City0BOZEMAN
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10401 N 31ST ST STE 1120 PO BX 7112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0591037112
ReturnHeader/PreparerPersonGrp/PhoneNum04068962400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIA J CHRISTIAENS
ReturnHeader/ReturnTs02015-02-13T09:53:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,531,096
Liabilities
$29,504
Net assets
$2,501,592
Revenue
$2,826,177
Expenses
$2,315,582
Net income
$510,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.08$14.6$7.76$8.25$0.49
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.09$15.1$6.88$6.68$0.20
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.05$14.9$5.33$5.69$0.37
2021Detailed filing. Detailed filing data is available for this year.$16.7$0.03$16.7$12.3$7.04$5.24
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.04$11.5$10.1$5.79$4.28
2019Detailed filing. Detailed filing data is available for this year.$7.23$0.04$7.19$8.87$4.78$4.08
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.03$3.11$5.41$3.96$1.46
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.27$1.65$4.11$4.81$0.70
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.02$2.35$4.07$4.99$0.92
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.02$3.27$4.70$3.93$0.77
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.03$2.50$2.83$2.32$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$3.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$2.22
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$2.60$2.74$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$1.06$0.18$3.33