Civic Intelligence

Montana Operating Eng Const & Mining Industry Health & Security Trust

990 • Fiscal year 2013 • EIN 81-6009559

Jun 01, 2012 to May 31, 2013 • Filed on Feb 28, 2014

Organization ProfileN/A

View Organization Page

P O Box 543499205
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.43x

Higher debt load relative to assets than 83% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

45th percentile

3.4%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$16,364,316

Up $534,716 (+3.4%) from 2012

Net Assets

Up

$9,338,575

Up $939,724 (+11%) from 2012

Liabilities

Down

$7,025,741

Down $405,008 (-5.5%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,198,090

Up $417,476 (+4.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $13,518,159Liabilities 2010: $7,221,116Net Assets 2010: $6,297,0432010Assets 2011: $14,503,480Liabilities 2011: $6,993,805Net Assets 2011: $7,509,6752011Assets 2012: $15,829,600Liabilities 2012: $7,430,749Net Assets 2012: $8,398,8512012Assets 2013: $16,364,316Liabilities 2013: $7,025,741Net Assets 2013: $9,338,5752013Assets 2014: $18,700,609Liabilities 2014: $8,430,495Net Assets 2014: $10,270,1142014Assets 2015: $17,905,953Liabilities 2015: $7,850,436Net Assets 2015: $10,055,5172015Assets 2016: $17,203,178Liabilities 2016: $6,925,628Net Assets 2016: $10,277,5502016Assets 2017: $14,012,809Liabilities 2017: $7,688,202Net Assets 2017: $6,324,6072017Assets 2018: $12,989,590Liabilities 2018: $7,164,443Net Assets 2018: $5,825,1472018Assets 2019: $13,743,071Liabilities 2019: $6,899,032Net Assets 2019: $6,844,0392019Assets 2020: $14,402,252Liabilities 2020: $5,914,099Net Assets 2020: $8,488,1532020Assets 2021: $14,056,389Liabilities 2021: $6,358,736Net Assets 2021: $7,697,6532021Assets 2022: $13,661,186Liabilities 2022: $6,394,882Net Assets 2022: $7,266,3042022Assets 2023: $14,636,960Liabilities 2023: $6,551,884Net Assets 2023: $8,085,0762023Assets 2024: $14,409,193Liabilities 2024: $7,240,029Net Assets 2024: $7,169,1642024

Highlighted filing

2013

Assets$16,364,316
Liabilities$7,025,741
Net Assets$9,338,575
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,539,5442010Expenses 2011: $9,868,0552011Expenses 2012: $9,780,6142012Expenses 2013: $10,198,0902013Revenue 2014: $12,500,429Expenses 2014: $12,224,844Net Income 2014: $275,5852014Revenue 2015: $13,822,851Expenses 2015: $13,545,243Net Income 2015: $277,6082015Revenue 2016: $13,565,390Expenses 2016: $13,989,749Net Income 2016: -$424,3592016Revenue 2017: $12,337,881Expenses 2017: $15,648,779Net Income 2017: -$3,310,8982017Revenue 2018: $12,284,052Expenses 2018: $12,474,419Net Income 2018: -$190,3672018Revenue 2019: $14,537,830Expenses 2019: $13,718,670Net Income 2019: $819,1602019Revenue 2020: $13,549,020Expenses 2020: $12,496,257Net Income 2020: $1,052,7632020Revenue 2021: $11,682,696Expenses 2021: $12,751,318Net Income 2021: -$1,068,6222021Revenue 2022: $12,757,317Expenses 2022: $11,698,915Net Income 2022: $1,058,4022022Revenue 2023: $12,713,361Expenses 2023: $12,398,153Net Income 2023: $315,2082023Revenue 2024: $12,159,816Expenses 2024: $13,086,821Net Income 2024: -$927,0052024

Highlighted filing

2013

Revenue-
Expenses$10,198,090
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Feb 28, 2014
Return Version
2012v2.0
Gross Receipts
$15,853,389
Mission and Program Overview

Mission

To provide medical, surgical, hospital, prescription, dental, vision, accident, life, accidental death and dismemberment, long-term disability, and vacation benefits to eligible participants and beneficiaries.

Filing and Contact Details

Filer

EIN
81-6009559
Raw XML AppendixShowing 400 of 760 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The Trust established under the Plan to hold the Plan's assets is intended to qualify pursuant to Section 501(c)(9) of the Internal Revenue Code (IRC), and accordingly, the Plan's net investment income is exempt from income taxes. The Plan has obtained a favorable tax determination letter from the Internal Revenue Service (IRS) in February 1962. The administrator and counsel believe that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the IRC. Therefore, they believe that the Plan is qualified and the related trust is tax-exempt as of the financial statement dates. Accordingly, 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 position that more likely than not would not be sustained upon examination by the IRS. The Plan administrator has analyzed the tax positions taken by the Plan and has concluded that as of May 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress. The Plan administrator believes it is no longer subject to income tax examinations for years prior to 2009.
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IRS990ScheduleO/GeneralExplanation/Explanation1governing docs, policies and financial statements are available upon reques via mail or phone (509)328-0300.
IRS990ScheduleO/GeneralExplanation/Explanation2the conflict of interest policy requires the trust office to distribute a post-interest questionnaire to fiduciaries of the plan in conjunction with the annual audit.
IRS990ScheduleO/GeneralExplanation/Explanation3copy is sent to chairman prior to filing. return is reviewed, then presented at next board meeting.
IRS990ScheduleO/GeneralExplanation/Explanation4the day to day operations of the plan are managed by zenith american solutions, inc. a third party administrator
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IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine11COP CONSTRUCTION LLC
IRS990ScheduleR/Form990ScheduleRPartIII/PrimaryActivity0Wastewater Treatment
IRS990ScheduleR/Form990ScheduleRPartIII/PrimaryActivity1General Contractor
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0DC
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1MT
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2MT
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10Pipeline Employers Trust
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11BUTTE SCHOOL DISTRICT #1
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12Montana operating engineers - AGC Vac
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0School-Education
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1provides A vacation saving benefits for
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine105855 Elysian Rd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine112847 Bitterroot Dr
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine128404 Elway Dr
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine13100 Sarpy Creek Rd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine14821 3rd Ave
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine15520 Bus Hub Dr
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine163099 Grand Ave
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine17804 H St
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine18138 Rosebud Creek Rd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine193839 Duck Club Road
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1105610 Interstate Ave
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1114801 River Dr N
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1124405 Whitefish Stage Rd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine11313350 US Highway 93 S
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine114434 Montana 59
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine115700 Meadow Ln N
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1164685 Mullan Rd
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine11733804 Country Rd 107
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1181500 International Drive
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1191001 River Dr N
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City0Billings
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City1Billings
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City2Missoula
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City3Hardin
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City4Longview
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City5Belgrade
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City6Butte
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City7Lewistown
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City8Colstrip
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City9Billings
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City10Billings
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City11Great Falls
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City12Whitefish
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City13Lolo
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City14Miles city
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City15Minneapolis
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City16Missoula
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City17Savage
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City18Spartanburg

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,364,316
Liabilities
$7,025,741
Net assets
$9,338,575
Revenue
-
Expenses
$10,198,090
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.4$7.24$7.17$12.2$13.1$0.93
2023Detailed filing. Detailed filing data is available for this year.$14.6$6.55$8.09$12.7$12.4$0.32
2022Detailed filing. Detailed filing data is available for this year.$13.7$6.39$7.27$12.8$11.7$1.06
2021Detailed filing. Detailed filing data is available for this year.$14.1$6.36$7.70$11.7$12.8$1.07
2020Detailed filing. Detailed filing data is available for this year.$14.4$5.91$8.49$13.5$12.5$1.05
2019Detailed filing. Detailed filing data is available for this year.$13.7$6.90$6.84$14.5$13.7$0.82
2018Detailed filing. Detailed filing data is available for this year.$13.0$7.16$5.83$12.3$12.5$0.19
2017Detailed filing. Detailed filing data is available for this year.$14.0$7.69$6.32$12.3$15.6$3.31
2016Detailed filing. Detailed filing data is available for this year.$17.2$6.93$10.3$13.6$14.0$0.42
2015Detailed filing. Detailed filing data is available for this year.$17.9$7.85$10.1$13.8$13.5$0.28
2014Detailed filing. Detailed filing data is available for this year.$18.7$8.43$10.3$12.5$12.2$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$7.03$9.34$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$7.43$8.40$9.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$6.99$7.51$9.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$7.22$6.30$11.5