Civic Intelligence

Montana Teamsters - Contractors

EIN 93-6021474 • 501(c)9 • Seattle, WA

View Organization Page

Profile

To provide health and welfare benefits for participants and their eligible dependents.

2323 Eastlake Ave ESeattle, WA 98102-3305
Siviq Scores

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

Liabilities / Assets

69th percentile

0.14x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.21x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

2.2%

Faster revenue growth than 30% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$45,748,790

Up $4,858,145 (+12%) from 2023

Liabilities

Up

$6,603,475

Up $125,757 (+1.9%) from 2023

Net Assets

Up

$39,145,315

Up $4,732,388 (+14%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin62nd percentile

Revenue

Up

$31,343,446

Up $686,158 (+2.2%) from 2023

Expenses

Up

$28,100,399

Up $1,008,990 (+3.7%) from 2023

Net Income

Down

$3,243,047

Down $322,832 (-9.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$60M$40M$20M$0Assets 2010: $16,939,871Liabilities 2010: $3,919,951Net Assets 2010: $13,019,9202010Assets 2011: $17,979,138Liabilities 2011: $4,666,705Net Assets 2011: $13,312,4332011Assets 2012: $16,419,737Liabilities 2012: $3,989,991Net Assets 2012: $12,429,7462012Assets 2013: $16,642,909Liabilities 2013: $4,468,332Net Assets 2013: $12,174,5772013Assets 2014: $19,270,948Liabilities 2014: $4,929,239Net Assets 2014: $14,341,7092014Assets 2015: $20,519,374Liabilities 2015: $6,477,827Net Assets 2015: $14,041,5472015Assets 2016: $18,224,195Liabilities 2016: $5,157,920Net Assets 2016: $13,066,2752016Assets 2017: $20,613,732Liabilities 2017: $6,907,846Net Assets 2017: $13,705,8862017Assets 2018: $20,404,937Liabilities 2018: $5,991,318Net Assets 2018: $14,413,6192018Assets 2019: $24,453,109Liabilities 2019: $6,113,532Net Assets 2019: $18,339,5772019Assets 2020: $27,639,456Liabilities 2020: $6,332,541Net Assets 2020: $21,306,9152020Assets 2021: $33,315,660Liabilities 2021: $6,505,264Net Assets 2021: $26,810,3962021Assets 2022: $35,823,438Liabilities 2022: $5,471,621Net Assets 2022: $30,351,8172022Assets 2023: $40,890,645Liabilities 2023: $6,477,718Net Assets 2023: $34,412,9272023Assets 2024: $45,748,790Liabilities 2024: $6,603,475Net Assets 2024: $39,145,3152024

Highlighted filing

2024

Assets$45,748,790
Liabilities$6,603,475
Net Assets$39,145,315
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $16,499,3722010Expenses 2011: $16,775,0982011Expenses 2012: $18,038,9372012Expenses 2013: $18,337,8682013Revenue 2014: $19,443,869Expenses 2014: $17,309,694Net Income 2014: $2,134,1752014Revenue 2015: $19,975,145Expenses 2015: $20,149,431Net Income 2015: -$174,2862015Revenue 2016: $20,249,755Expenses 2016: $21,581,184Net Income 2016: -$1,331,4292016Revenue 2017: $21,665,264Expenses 2017: $20,954,886Net Income 2017: $710,3782017Revenue 2018: $22,864,414Expenses 2018: $21,665,219Net Income 2018: $1,199,1952018Revenue 2019: $24,746,050Expenses 2019: $21,412,961Net Income 2019: $3,333,0892019Revenue 2020: $26,788,056Expenses 2020: $24,260,645Net Income 2020: $2,527,4112020Revenue 2021: $28,888,719Expenses 2021: $24,077,397Net Income 2021: $4,811,3222021Revenue 2022: $29,926,156Expenses 2022: $23,666,105Net Income 2022: $6,260,0512022Revenue 2023: $30,657,288Expenses 2023: $27,091,409Net Income 2023: $3,565,8792023Revenue 2024: $31,343,446Expenses 2024: $28,100,399Net Income 2024: $3,243,0472024

Highlighted filing

2024

Revenue$31,343,446
Expenses$28,100,399
Net Income$3,243,047
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,748,790
Liabilities
$6,603,475
Net assets
$39,145,315
Revenue
$31,343,446
Expenses
$28,100,399
Net income
$3,243,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.7$6.60$39.1$31.3$28.1$3.24
2023Detailed filing. Detailed filing data is available for this year.$40.9$6.48$34.4$30.7$27.1$3.57
2022Detailed filing. Detailed filing data is available for this year.$35.8$5.47$30.4$29.9$23.7$6.26
2021Detailed filing. Detailed filing data is available for this year.$33.3$6.51$26.8$28.9$24.1$4.81
2020Detailed filing. Detailed filing data is available for this year.$27.6$6.33$21.3$26.8$24.3$2.53
2019Detailed filing. Detailed filing data is available for this year.$24.5$6.11$18.3$24.7$21.4$3.33
2018Detailed filing. Detailed filing data is available for this year.$20.4$5.99$14.4$22.9$21.7$1.20
2017Detailed filing. Detailed filing data is available for this year.$20.6$6.91$13.7$21.7$21.0$0.71
2016Detailed filing. Detailed filing data is available for this year.$18.2$5.16$13.1$20.2$21.6$1.33
2015Detailed filing. Detailed filing data is available for this year.$20.5$6.48$14.0$20.0$20.1$0.17
2014Detailed filing. Detailed filing data is available for this year.$19.3$4.93$14.3$19.4$17.3$2.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$4.47$12.2$18.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$3.99$12.4$18.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$4.67$13.3$16.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$3.92$13.0$16.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$55,984,500
Mission and Program Overview

Mission

To provide health and welfare benefits for participants and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$34,412,927$39,145,315▲ $4,732,388
Investments in Publicly Traded Securities$29,986,457$35,202,035▲ $5,215,578
Savings and Temporary Cash Investments$3,699,641$2,896,100▼ $803,541
Accounts Receivable$2,582,489$2,454,461▼ $128,028
Investments Other Securities$2,008,252$2,114,015▲ $105,763
Cash and Non-Interest-Bearing Accounts$1,619,505$1,850,893▲ $231,388
Total Assets$40,890,645$45,748,790▲ $4,858,145
Other Assets Total$994,301$1,231,286▲ $236,985
Liabilities
Accounts Payable and Accrued Expenses$6,312,718$6,393,475▲ $80,757
Other Liabilities$165,000$210,000▲ $45,000
Total Liabilities$6,477,718$6,603,475▲ $125,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,412,927$39,145,315▲ $4,732,388
Total Liabilities and Net Assets / Fund Balance$40,890,645$45,748,790▲ $4,858,145
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Darren DavisTrustee
David DevoreTrustee
Erin FoleyTrustee
Jim SoumasTrustee
Kyle SchellingerTrustee
Mike WilsonTrustee
Ray SchonsbergTrustee
Brian PersonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrators INCAdministration2323 EASTLAKE AVE, Seattle, WA 98102-3305$824,952
Premerablue CrossClaims Admin.7001 220TH STREET SW, Mountlake, WA 98043-2124$547,932
Innovative Care ManagementCase Management6400 SE LAKE RD 410, Portland, OR 97222$148,749
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,117,293
Investment Income
$1,221,900
Other Revenue
$4,253
Change in Net Assets
$3,243,047

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,219,143
Revenue Not Reported on Financial Statements
$124,303
Revenue Not Reported on Form 990
$1,489,341
Total Revenue per Audited Statements
$32,708,484
Total Revenue per Form 990
$31,343,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,043,448
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---$26,056,951
Fees for Services Other---$1,714,566
Fees for Service Investment Mgmnt Fees---$124,303
Fees for Services Accounting---$72,754
Fees for Services Legal---$42,734
Conferences and Meetings---$25,680
Other Expenses---$9,345
Insurance---$6,471
Total Functional Expenses$0$0$0$28,100,399

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,100,399
Expenses per Audited Statements$27,835,019
Total Expenses per Audited Statements$27,835,019
Expenses Not Reported on Financial Statements$265,380
Other Expense Adjustments$141,077
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
Accumulated Eligibility Credits$210,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“The chairman and secretary of the board of trustees and the attorney for the trust review form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The trustees are reminded of their duty to disclose any conflict that they are aware of. An annual questionnaire is required to be filled out by trustees and service providers.”

Form 990, Page 6, Part VI, Line 15A

“NO COMPENSATION IS PAID”

Form 990, Page 6, Part VI, Line 15B

“NO CONPENSATION IS PAID”

Form 990, Page 6, Part VI, Line 18

“Form 990 can be viewed on www.guidestar.com”

Form 990, Page 6, Part VI, Line 19

“The organization makes documents available upon request. Form 990 is available at guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Montana Teamsters - Contractors
EIN
93-6021474
Phone
2063294900
Address
2323 EASTLAKE AVE E, SEATTLE, WA 98102-3305

Signing Officer

Name
Jim Soumas
Title
Trustee
Phone
2065683685
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Soumas
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Iron Creek Tax & Consulting
Address
6650 SW REDWOOD LN STE 210, PORTLAND, OR 97224
Preparer
Richard a Layne
Phone
5034431040
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Change in benefit liabilities 141,077”

Raw XML AppendixShowing 400 of 448 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/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0124303
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFIT LIABILITIES 141,077
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIRMAN AND SECRETARY OF THE BOARD OF TRUSTEES AND THE ATTORNEY FOR THE TRUST REVIEW FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ARE REMINDED OF THEIR DUTY TO DISCLOSE ANY CONFLICT THAT THEY ARE AWARE OF. AN ANNUAL QUESTIONNAIRE IS REQUIRED TO BE FILLED OUT BY TRUSTEES AND SERVICE PROVIDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CONPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 CAN BE VIEWED ON WWW.GUIDESTAR.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES DOCUMENTS AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE AT GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0APPALACHIAN PIPELINE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BERT MOONEY AIRPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BROADWATER COUNTY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3DARIGOLD INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4DISCOVER MOVING AND STORAGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5US FOODS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6JIM GILMAN EXCAVATING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7JEFFERY CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8MAIN BUILDING MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9MCGREE CONTRACTING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10MICHELS CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11MISSOULA URBAN TRANSIT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12REPUBLIC SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13SCHELLINGER CONSTRUCTION CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14UNITED POSTAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15WICKENS CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16WESTERN SUGAR COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine2Txt0DBA FOOD SERVICES OF AMERICA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine2Txt1DBA GILMAN CONSTRUCTION
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0COP CONSTRUCTION LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1MONDELEZ GLOBAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2TALEN MONTANA LLC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CITY OF DEER LODGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3GREENFIELDS IRRIGATION DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4TEAMSTERS UNION LOCAL 190
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