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Nonprofit · EIN 36-3686156

DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN

Tax-exempt · MISSOULA, MT 59801

Financials

$260K$205K2022$424K$385K2023$410K$283K2024
Revenue Expenses · by fiscal year end
Financials of DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$409,779$282,939$126,840$1,220,994$0$1,220,994
June 30, 2024990$423,690$384,803$38,887$1,094,154$0$1,094,154
June 30, 2023990$260,195$204,836$55,359$1,055,267$0$1,055,267
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$344,326
Investment income
$65,453
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$74,496
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,900
Program services (functional)
$258,922
Management and general (functional)
$24,017

Balance sheet and other

Total assets, start of year
$1,094,154
Total assets, end of year
$1,220,994
Total liabilities, end of year
$0
Net assets, end of year
$1,220,994
Gross receipts
$409,779
Employees
0
Volunteers
3
Year formed
1988
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
RUTH BURKETRUSTEE
Trustee or director, Officer
0.5$0$117,243$22,485
JOE LOOSTRUSTEE
Trustee or director, Officer
0.5$0$0$0
LARRY DEGARMOTRUSTEE
Trustee or director, Officer
0.5$0$0$0
MICHELE LANDQUISTTRUSTEE
Trustee or director, Officer
0.5$0$0$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RUTH BURKETRUSTEE
Trustee or director, Officer
0.5$0$100,883$27,108
JIM MORTONFORMER TRUSTEE
Former
0.5$0$29,598$25,810
JOE LOOSTRUSTEE
Trustee or director, Officer
0.5$0$0$0
LARRY DEGARMOTRUSTEE
Trustee or director, Officer
0.5$0$0$0
MICHELE LANDQUISTTRUSTEE
Trustee or director, Officer
0.5$0$0$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JIM MORTONTRUSTEE (FORMER)
Trustee or director, Officer
0.5$0$168,390$25,810
RUTH BURKETRUSTEE
Trustee or director, Officer
0.5$0$84,095$27,108
JOE LOOSTRUSTEE
Trustee or director, Officer
0.5$0$0$0
LARRY DEGARMOTRUSTEE
Trustee or director, Officer
0.5$0$0$0
BILLYE ANN BRICKERTRUSTEE
Trustee or director, Officer
0.5$0$0$0

Address and contacts

Address (IRS master file)
1801 S HIGGINS AVE, MISSOULA, MT 59801-5763
Principal officer (990 for 2024)
JOE LOOS, 1801 S HIGGINS, MISSOULA, MT 59801
Signed the 990
JOE LOOS, TRUSTEE
Phone
(406) 728-3710
Return prepared by
JUNKERMIERCLARKCAMPANELLASTEVENS PC

Mission

EMPLOYEE BENEFIT PLAN PROVIDING HEALTH, VISIONS, DENTAL, AND GROUP LIFE INSURANCE AND OTHER EMPLOYEE BENEFITS TO ELIGIBLE EMPLOYEES OF PLAN SPONSOR.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVISION OF HEALTH, DENTAL, VISION, AND GROUP LIFE INSURANCE FOR ELIGIBLE EMPLOYEES.
    Expenses $258,922 · revenue $344,326

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
36-3686156
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,220,994
Income (IRS master file)
$409,779

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$409,779$282,939$1,220,994IRS
990June 2024$423,690$384,803$1,094,154IRS
990June 2023$260,195$204,836$1,055,267XML
990June 2022$273,744$260,345$999,908IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 36-3686156).

Questions about DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN

What is the EIN of DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN?
The employer identification number (EIN) of DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN is 36-3686156.
Is DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE 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 DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN?
The 990 for the year ended June 30, 2025 names JOE LOOS.
Who are the officers and directors of DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYEE BENEFIT PLAN have?
On its 990 for the year ended June 30, 2025 it reported revenue of $409,779, expenses of $282,939 and total assets of $1,220,994 at year end.

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