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Nonprofit · EIN 20-3169070

MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN

Tax-exempt · HELENA, MT 59602

Financials

$4.4M$4.5M2023$5.2M$5M2024
Revenue Expenses · by fiscal year end
Financials of MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,175,076$5,014,578$160,498$2,386,994$406,784$1,980,210
December 31, 2023990$4,417,243$4,540,722-$123,479$2,230,705$408,123$1,822,582
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,096,609
Investment income
$78,467
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$3,374,460
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$30,010

Balance sheet and other

Total assets, start of year
$2,230,705
Total assets, end of year
$2,386,994
Total liabilities, end of year
$406,784
Net assets, end of year
$1,980,210
Publicly traded securities
$926,229
Gross unrelated business income
$78,467
Gross receipts
$5,175,076
Employees
0
Volunteers
0
Year formed
2005
State of legal domicile
MT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DEBORAH JOHNSTONCHAIR
Trustee or director, Officer
1$0
JESSICA CARPSDIRECTOR
Trustee or director
1$0
JULIE A SHIFLETTDIRECTOR
Trustee or director
1$0
RYAN JONESDIRECTOR
Trustee or director
1$0
KURT KEITHDIRECTOR
Trustee or director
1$0
ARIAN BLOOMFIELDDIRECTOR
Trustee or director
1$0
JILL COOKDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
DEBORAH JOHNSTONCHAIR
Trustee or director, Officer
1$0
JESSICA CARPSDIRECTOR
Trustee or director
1$0
JULIE A SHIFLETTDIRECTOR
Trustee or director
1$0
RYAN JONESDIRECTOR
Trustee or director
1$0
KURT KEITHDIRECTOR
Trustee or director
1$0
ARIAN BLOOMFIELDDIRECTOR
Trustee or director
1$0
JILL COOKDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1 ENGINEERING PL, HELENA, MT 59602-0241
In care of
% TRUSTEE COMMITTEE TTEE
Principal officer (990 for 2024)
SONYA LECKNER, 1 ENGINEERING PLACE, HELENA, MT 59602
Signed the 990
SONYA LECKNER, CFO
Phone
(406) 495-3517
Return prepared by
PINION LLC

Mission

TO PROVIDE MEDICAL AND HEALTH REIMBURSEMENT TO EMPLOYEES.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF HEALTH & WELFARE BENEFIT CLAIMS FOR PARTICIPANTS COVERED UNDER THE GROUP BENEFITS PLAN AND GROUP RETIREMENT HEALTH PLAN.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-3169070
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$2,386,994
Income (IRS master file)
$5,175,076

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,175,076$5,014,578$2,386,994XML
990December 2023$4,417,243$4,540,722$2,230,705XML
990December 2022$4,080,556$4,003,774$2,308,417IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3169070).

Questions about MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN

What is the EIN of MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN?
The employer identification number (EIN) of MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN is 20-3169070.
Is MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
Are donations to MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN?
The 990 for the year ended December 31, 2024 names SONYA LECKNER.
Who are the officers and directors of MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,175,076, expenses of $5,014,578 and total assets of $2,386,994 at year end.

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