Civic Intelligence

Montana Teamsters - Contractors Employers Trust

990 • Fiscal year 2019 • EIN 93-6021474

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 25, 2020

2323 Eastlake Ave ESeattle, WA 98102-3305

(206) 329-4900

Siviq Scores

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

Liabilities / Assets

77th percentile

0.25x

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.25x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

8.2%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$24,453,109

Up $4,048,172 (+20%) from 2018

Net Assets

Up

$18,339,577

Up $3,925,958 (+27%) from 2018

Liabilities

Up

$6,113,532

Up $122,214 (+2.0%) from 2018

Revenue

Up

$24,746,050

Up $1,881,636 (+8.2%) from 2018

Expenses

Down

$21,412,961

Down $252,258 (-1.2%) from 2018

Net Income

Up

$3,333,089

Up $2,133,894 (+178%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$24,453,109
Liabilities$6,113,532
Net Assets$18,339,577

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$24,746,050
Expenses$21,412,961
Net Income$3,333,089
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.2
Gross Receipts
$31,542,599
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$14,413,619$18,339,577▲ $3,925,958
Investments in Publicly Traded Securities$13,501,805$15,074,346▲ $1,572,541
Savings and Temporary Cash Investments$3,190,786$4,578,906▲ $1,388,120
Accounts Receivable$2,198,767$2,915,575▲ $716,808
Cash and Non-Interest-Bearing Accounts$882,588$1,010,809▲ $128,221
Total Assets$20,404,937$24,453,109▲ $4,048,172
Other Assets Total$630,991$873,473▲ $242,482
Liabilities
Accounts Payable and Accrued Expenses$5,556,318$5,813,532▲ $257,214
Other Liabilities$435,000$300,000▼ $135,000
Total Liabilities$5,991,318$6,113,532▲ $122,214
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,413,619$18,339,577▲ $3,925,958
Total Liabilities and Net Assets / Fund Balance$20,404,937$24,453,109▲ $4,048,172
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrators INCAdministration2323 EASTLAKE AVE, Seattle, WA 98102-3305$675,486
Premerablue CrossClaims Admin.7001 220TH STREET SW, Mountlake, WA 98043-2124$410,478
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,408,136
Investment Income
$337,914
Other Revenue
$0
Change in Net Assets
$3,333,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,663,955
Revenue Not Reported on Financial Statements
$82,095
Revenue Not Reported on Form 990
$592,869
Total Revenue per Audited Statements
$25,256,824
Total Revenue per Form 990
$24,746,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,491,861
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---$19,921,100
Fees for Services Other---$1,254,534
Fees for Service Investment Mgmnt Fees---$82,095
Fees for Services Legal---$36,393
Conferences and Meetings---$36,075
Fees for Services Accounting---$25,617
Other Expenses---$6,871
Insurance---$5,403
Total Functional Expenses$0$0$0$21,412,961

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,412,961
Expenses per Audited Statements$21,242,974
Total Expenses per Audited Statements$21,242,974
Expenses Not Reported on Financial Statements$169,987
Other Expense Adjustments$87,892
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$300,000
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 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 Larson
Title
Trustee
Phone
2063294900
Signed
2020-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Larson
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
BJORKLUND & MONTPLAISIR CPA'S
Address
9020 SW WASHINGTON SQ RD SUITE 46, PORTLAND, OR 97223
Preparer
Richard a Layne
Phone
5036436400
Supplemental Narrative

Financial Statement Notes

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

Change in benefit liabilities 87,892

Raw XML AppendixShowing 400 of 458 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/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFIT LIABILITIES 87,892
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/BusinessNameLine1Txt1BROADWATER COUNTY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BUTTE SILVER BOW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3DARIGOLD INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4FOOD SERVICES OF AMERICA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5GREAT FALLS REDI MIX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6INDUSTRIAL TOWEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7JIM GILMAN EXCAVATING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8MCGREE CONTRACTING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9MICHELS CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10MISSOULA URBAN TRANSIT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11MONTANA BROOM & BRUSH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12PE BEN USA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13REPUBLIC SERVICES
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16SUPERVALU INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17TALEN MONTANA LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18TAMIETTI CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19UNITED POSTAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20WESTERN SUGAR COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21WICKENS CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22ZERO WASTE SOLUTIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine2Txt0DBA GILMAN CONSTRUCTION
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1MONDELEZ GLOBAL 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

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