Civic Intelligence

Act for Mt ID Or

990 • Fiscal year 2018 • EIN 84-1376723

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
800 9th St SGreat Falls, MT 59405

(406) 761-5000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

65th percentile

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-226%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-79%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $426,934 (-100%) from 2017

Net Assets

Down

$0

Down $426,934 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin14th percentile

Revenue

Down

$198,396

Down $742,094 (-79%) from 2017

Expenses

Down

$646,793

Down $265,097 (-29%) from 2017

Net Income

Down

-$448,397

Down $476,997 (-1668%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,172,203Liabilities 2011: $0Net Assets 2011: $1,172,2032011Assets 2012: $1,342,467Liabilities 2012: $0Net Assets 2012: $1,342,4672012Assets 2013: $1,104,220Liabilities 2013: $0Net Assets 2013: $1,104,2202013Assets 2014: $1,019,084Liabilities 2014: $0Net Assets 2014: $1,019,0842014Assets 2015: $1,006,203Liabilities 2015: $0Net Assets 2015: $1,006,2032015Assets 2016: $398,334Liabilities 2016: $0Net Assets 2016: $398,3342016Assets 2017: $426,934Liabilities 2017: $0Net Assets 2017: $426,9342017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,662,747Expenses 2011: $2,458,584Net Income 2011: $204,1632011Expenses 2012: $2,803,4782012Revenue 2013: $2,728,360Expenses 2013: $2,966,607Net Income 2013: -$238,2472013Revenue 2014: $2,747,480Expenses 2014: $2,832,616Net Income 2014: -$85,1362014Revenue 2015: $2,571,945Expenses 2015: $2,584,826Net Income 2015: -$12,8812015Revenue 2016: $830,178Expenses 2016: $1,438,047Net Income 2016: -$607,8692016Revenue 2017: $940,490Expenses 2017: $911,890Net Income 2017: $28,6002017Revenue 2018: $198,396Expenses 2018: $646,793Net Income 2018: -$448,3972018

Highlighted filing

2018

Revenue$198,396
Expenses$646,793
Net Income-$448,397
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$198,396
Mission and Program Overview

Mission

Provide supplemental unemployment compensation for davis-bacon employees

The veba allows employers engaged in davis-bacon and other prevailing wage work to provide supplemental unemployment benefits to non-union employees, enhancing employee benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$426,934$0▼ $426,934
Rtn Earn Endowment Incm Other Fnds$426,934$0▼ $426,934
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$426,934$0▼ $426,934
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$426,934$0▼ $426,934
Total Liabilities and Net Assets / Fund Balance$426,934$0▼ $426,934
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
-Trustee
Ted Cogswell IiiAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$46,139
Investment Income
$4,915
Other Revenue
$147,342
Change in Net Assets
$-448,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,490
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$615,303--$615,303
Fees for Services Other$30,062$1,428-$31,490
Total Functional Expenses$645,365$1,428$0$646,793
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ted Cogswell IiiAdministratorPART OWNER OF COGSWELL BENEFITS, WHICH ADMINISTERS THE VEBA AND RECEIVED ADMINISTRATION FEES OF 10% OF CONTRIBUTIONS UNTIL OCTOBER 2017. COGSWELL BENEFITS USED THE FEES TO PAY EXPENSES OF THE VEBA AND COMPENSATE ITSELF FOR ADMINISTRATION COSTS. IN 2018, COGSWELL BENEFITS REFUNDED FEES RELATED TO SHARING OF ORGANIZATIONAL REVENUE PER A SETTLEMENT AGREEMENT WITH THE DEPARTMENT OF LABOR.No$119,784

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 A, Line 6

“Organization has member employers who contribute to benefits paid to eligible employee participants.”

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

“Contract administrator governs daily transactions and activities. No minutes are taken of those daily activities. Transactions are recorded in the books of the organization.”

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

“Organization has benefit committee that reviews benefit claims on an ad hoc basis. No minutes are taken of those actions. Benefits are recorded in books of the organization.”

Form 990, Part VI, Section B, Line 11B

“Form 990's are presented to management before filing.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are available at the office of the organization in great falls, mt or will be provided upon written request to the organization.”

Filing and Contact Details

Filer

Filer Name
Act for Mt Id or
EIN
84-1376723
Phone
4067615000
Address
800 9TH ST S, GREAT FALLS, MT 59405

Signing Officer

Name
Ted Cogswell Iii
Title
Administrator
Phone
4067615000
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Cogswell Iii
Formed
1998
Legal Domicile
Mt
Voting Board Members
2
Independent Board Members
1
Employees
239
Volunteers
0

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
P O BOX 989, GREAT FALLS, MT 59403
Preparer
Lana Kadoshnikov CPA
Phone
4067612820
Raw XML Appendix368 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/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE VEBA ALLOWS EMPLOYERS ENGAGED IN DAVIS-BACON AND OTHER PREVAILING WAGE WORK TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO NON-UNION EMPLOYEES, ENHANCING EMPLOYEE BENEFITS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0615303
IRS990/BenefitsToMembersGrp/TotalAmt0615303
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TED COGSWELL III
IRS990/BooksInCareOfDetail/PhoneNum04067615000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 9TH ST S
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREAT FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059405
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0615303
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04915
IRS990/CYOtherExpensesAmt031490
IRS990/CYOtherRevenueAmt0147342
IRS990/CYProgramServiceRevenueAmt046139
IRS990/CYRevenuesLessExpensesAmt0-448397
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0646793
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0198396
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED SUPPLEMENTAL UNEMPLOYMENT COMPENSATION TO DAVIS-BACON EMPLOYEES
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0239
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0645365
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01428
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt030062
IRS990/FeesForServicesOtherGrp/TotalAmt031490
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIRST INTERSTATE BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0TED COGSWELL III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0198396
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04915
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt04915
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0PROVIDE SUPPLEMENTAL UNEMPLOYMENT COMPENSATION FOR DAVIS-BACON EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0426934
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0REFUND OF ADMINISTRATI
IRS990/OtherRevenueMiscGrp/Desc1RE-ALLOCATED PRIOR YEA
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0119784
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt127558
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0119784
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt127558
IRS990/OtherRevenueTotalAmt0147342
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TED COGSWELL III
IRS990/PriorPeriodAdjustmentsAmt021463
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt046139
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046139
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0833719
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03072
IRS990/PYOtherExpensesAmt078171
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0937418
IRS990/PYRevenuesLessExpensesAmt028600
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0911890
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0940490
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-448397
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0193481
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0426934
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0426934
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0TED COGSWELL III
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ADMINISTRATOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0119784
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PART OWNER OF COGSWELL BENEFITS, WHICH ADMINISTERS THE VEBA AND RECEIVED ADMINISTRATION FEES OF 10% OF CONTRIBUTIONS UNTIL OCTOBER 2017. COGSWELL BENEFITS USED THE FEES TO PAY EXPENSES OF THE VEBA AND COMPENSATE ITSELF FOR ADMINISTRATION COSTS. IN 2018, COGSWELL BENEFITS REFUNDED FEES RELATED TO SHARING OF ORGANIZATIONAL REVENUE PER A SETTLEMENT AGREEMENT WITH THE DEPARTMENT OF LABOR.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0TED COGSWELL III, PART OWNER OF COGSWELL BENEFITS, WAS INVOLVED IN A SETTLEMENT WITH THE DEPARTMENT OF LABOR THAT RESULTED IN REPAYMENT OF MULTIPLE YEARS OF ADMINISTRATIVE FEES PAID TO COGSWELL BENEFITS. THE PAYMENTS WERE NOT DISALLOWED AS A RESULT OF BEING EXCESS BENEFIT TRANSACTIONS AND BOTH TED COGSWELL III AND COGSWELL BENEFITS BELIEVED THEM TO BE FAIR FOR THE WORK BEING PROVIDED; HOWEVER, ERISA PROHIBITS INDIVIDUALS AND COMPANIES WITH A FIDUCIARY RELATIONSHIP FROM PERFORMING SERVICES IN THIS SITUATION. THE EXPENSE REIMBURSEMENT APPEARS ON THE 2018 TAX RETURN.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART 1, LINE 1
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ASSETS DISTRIBUTED TO INDIVIDUAL ACT PARTICIPANTS IN PROPORTION TO ACCOUNT BALANCES AND REPORTED AS SUCH. ALL PARTICIPANT ACCOUNTS WERE FULLY DISTRIBUTED BY 12/31/2018.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1REMAINING PLAN FUNDS DISTRIBUTED FOR PAYMENT OF INDIVIDUAL GROUP MEDICAL INSURANCE PREMIUMS FOR EMPLOYEES OF ELECTING EMPLOYERS.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2REMAINING PLAN FUNDS DISTRIBUTED TO HEALTH SAVINGS ACCOUNTS FOR BENEFIT OF EMPLOYEES OF ELECTING EMPLOYERS.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3REMAINING FUNDS FOR CANNON BUILDERS INC DISTRIBUTED TO CANNON BUILDERS PREVAILING WAGE TRUST.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc4REMAINING FUNDS FOR INTERMOUNTAIN CONSTRUCTION SERVICES, LLC DISTRIBUTED INTO INTERMOUNTAIN CONSTRUCTION SERVICES LLC 401(K) PROFIT SHARING PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc5REMAINING FUNDS FOR PAVEMENT MAINTENANCE SOLUTIONS, INC. DISTRIBUTED INTO PAVEMENT MAINTENANCE'S RETIREMENT PLAN.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc6REMAINING FUNDS FOR SUMMIT ROOFING, INC. DISTRIBUTED INTO SUMMIT ROOFING INC PENSION PLAN.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc7REMAINING FUNDS FOR T & L PAINTING, INC. DISTRIBUTED INTO T & L INC DAVIS BACON RETIREMENT PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0CANNON BUILDERS PREVAILING WAGE TRUST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1INTERMOUNTAIN CONSTRUCTION SERVICES LLC 401(K) PROFIT SHARING PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2PAVEMENT MAINTENANCE SOLUTIONS INC FBO RETIREMENT PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt3SUMMIT ROOFING INC PENSION PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt4T & L INC DAVIS BACON RETIREMENT PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02018-10-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12018-10-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22018-10-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt32018-10-26
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt42018-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt52018-10-26
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt62018-10-26
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt72018-10-26
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0820336090
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1651206744
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN2204090988
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN3810595803
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN4810483307
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0444986
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt18418
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt29150
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt3137639
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt46247
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt54076
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt62082
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt72705
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0INDIVIDUALS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1INDIVIDUALS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2INDIVIDUALS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt3PREVAILING WAGE TRUST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt4401(K) PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt5RETIREMENT PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt6PENSION PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt7RETIREMENT PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH DISTRIBUTED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1CASH DISTRIBUTED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2CASH DISTRIBUTED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt3CASH DISTRIBUTED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt4CASH DISTRIBUTED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt5CASH DISTRIBUTED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt6CASH DISTRIBUTED
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1PO BOX 3328
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt2PO BOX 3379
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt39550 DERBY DRIVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt4509 COLORADO AVE NW
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm4GREAT FALLS
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2MT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd3MT
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd459404
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0UPON LIQUIDATION, ASSETS WERE DISTRIBUTED TO PARTICIPANTS TO THE EXTENT POSSIBLE. IF DISTRIBUTION TO PARTICIPANTS WAS NOT FEASIBLE DUE TO INACTIVITY, DEATH, OR INACCESSIBILITY, EMPLOYERS WERE GIVEN OPTIONS TO APPLY REMAINING BALANCES FOR THE BENEFIT OF CURRENT EMPLOYEES, EITHER BY TRANSFERRING THE ASSETS TO ANOTHER QUALIFIED PLAN OR BY USING THE ASSETS TO FUND ACTIVE EMPLOYEES' NEAR-TERM HEALTH AND WELFARE BENEFITS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS MEMBER EMPLOYERS WHO CONTRIBUTE TO BENEFITS PAID TO ELIGIBLE EMPLOYEE PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRACT ADMINISTRATOR GOVERNS DAILY TRANSACTIONS AND ACTIVITIES. NO MINUTES ARE TAKEN OF THOSE DAILY ACTIVITIES. TRANSACTIONS ARE RECORDED IN THE BOOKS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION HAS BENEFIT COMMITTEE THAT REVIEWS BENEFIT CLAIMS ON AN AD HOC BASIS. NO MINUTES ARE TAKEN OF THOSE ACTIONS. BENEFITS ARE RECORDED IN BOOKS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990'S ARE PRESENTED TO MANAGEMENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE OF THE ORGANIZATION IN GREAT FALLS, MT OR WILL BE PROVIDED UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0426934
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0426934
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt0239
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01428
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0645365
IRS990/TotalFunctionalExpensesGrp/TotalAmt0646793
IRS990/TotalGrossUBIAmt04915
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0426934
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0645365
IRS990/TotalProgramServiceRevenueAmt046139
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0193481
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0198396
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04915
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0426934
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059405
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04067615000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.123.198.253
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
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ReturnHeader/FilingSecurityInformation/IPTm008:05:05
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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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANA KADOSHNIKOV CPA
ReturnHeader/ReturnTs02019-11-15T12:07:12-06:00
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
$0
Liabilities
$0
Net assets
$0
Revenue
$198,396
Expenses
$646,793
Net income
-$448,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$0.65$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.94$0.91$0.03
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.83$1.44$0.61
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$2.57$2.58$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$2.75$2.83$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.73$2.97$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$2.80
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$2.66$2.46$0.20