Civic Intelligence

Plan Sponsor Trust of Montana High School Association

EIN 88-2394928 • 501(c)9 • Clinton, IA

Profile

The trust has been established to provide active and former employees with health reimbursement benefits as set forth in the related plan and to provide payment for health expenses as permitted by section 501(c)(9) of the internal revenue code.

PO Box 4391Clinton, IA 52733-4391

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

76th percentile

$10

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

5.4%

Faster asset growth than 84% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

36th percentile

-72%

Faster revenue growth than 36% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$63,692

Up $6,330 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$63,692

Up $6,330 (+11%) from 2022

Revenue

Down

$5,096

Down $58,479 (-92%) from 2022

Expenses

Up

$4,065

Up $1,043 (+35%) from 2022

Net Income

Down

$1,031

Down $59,522 (-98%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2022: $57,362Liabilities 2022: $0Net Assets 2022: $57,3622022Assets 2024: $63,692Liabilities 2024: $0Net Assets 2024: $63,6922024

Highlighted filing

2024

Assets$63,692
Liabilities$0
Net Assets$63,692

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2022: $63,575Expenses 2022: $3,022Net Income 2022: $60,5532022Revenue 2024: $5,096Expenses 2024: $4,065Net Income 2024: $1,0312024

Highlighted filing

2024

Revenue$5,096
Expenses$4,065
Net Income$1,031

Filings