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Nonprofit · EIN 37-6420195

MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR

Also known as TRACIE KENYON TTEE

Tax-exempt · HELENA, MT 59601

Financials

$6.7M$6.6M2023$4.5M$4M2024
Revenue Expenses · by fiscal year end
Financials of MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,455,259$3,993,227$462,032$4,940,478$0$4,940,478
December 31, 2023990$6,724,794$6,587,465$137,329$4,478,446$0$4,478,446
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$4,128,817
Investment income
$326,442
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$3,436,051
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$34,994
Accounting fees
$12,380
Program services (functional)
$3,771,994
Management and general (functional)
$221,233

Balance sheet and other

Total assets, start of year
$4,478,446
Total assets, end of year
$4,940,478
Total liabilities, end of year
$0
Net assets, end of year
$4,940,478
Gross receipts
$4,455,259
Employees
0
Volunteers
0
Year formed
2007
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
GERALD SINGLETON BEGIN 7123CHAIR
Trustee or director, Officer
1$0
STEVE GROOMSVICE-CHAIR
Trustee or director, Officer
1$0
ANNAMARIE DEYOUNGSECRETARY
Trustee or director, Officer
1$0
EMILY GULDBORGTRUSTEE
Trustee or director
1$0
DANIELLE KOPPTRUSTEE
Trustee or director
1$0
DENISE ANDERSONTRUSTEE
Trustee or director
1$0
WADE MCFADDENTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
GERALD SINGLETON BEGIN 7123CHAIR
Trustee or director, Officer
1$0
STEVE GROOMSVICE-CHAIR
Trustee or director, Officer
1$0
ANNAMARIE DEYOUNGSECRETARY
Trustee or director, Officer
1$0
JASON HAGADONE THROUGH 92023TRUSTEE
Trustee or director
1$0
EMILY GULDBORGTRUSTEE
Trustee or director
1$0
EDDIE BLACKTRUSTEE
Trustee or director
1$0
DENISE ANDERSON BEGIN 92023TRUSTEE
Trustee or director
1$0
WADE MCFADDENTRUSTEE
Trustee or director
1$0
TRACIE KENYON CHAIR THRU 5323CHAIR
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
101 N RODNEY ST, HELENA, MT 59601-4226
In care of
% TRACIE G KENYON
Principal officer (990 for 2024)
GERRY SINGLETON, 101 N RODNEY, HELENA, MT 59601
Signed the 990
GERRY SINGLETON, EXECUTIVE DIRECTOR
Phone
(406) 442-9081
Return prepared by
DOUGLAS WILSON & COMPANY PC

Mission

TO PROVIDE GROUP BENEFITS TO EMPLOYEES OF ASSOCIATION MEMBERS

990 for the year ended December 31, 2024

Program accomplishments

  • INSURANCE PREMIUMS AND EXPENSES
    Expenses $3,771,994 · revenue $4,128,817

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
37-6420195
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
Assets (IRS master file)
$4,940,478
Income (IRS master file)
$4,455,259

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,455,259$3,993,227$4,940,478XML
990December 2023$6,724,794$6,587,465$4,478,446XML
990December 2022$5,941,913$5,690,154$4,341,117IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 37-6420195).

Questions about MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR

What is the EIN of MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR?
The employer identification number (EIN) of MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR is 37-6420195.
Is MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
Are donations to MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR 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 MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR 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 MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR 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 MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR?
The 990 for the year ended December 31, 2024 names GERRY SINGLETON.
Who are the officers and directors of MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,455,259, expenses of $3,993,227 and total assets of $4,940,478 at year end.

Other nonprofits in HELENA

All nonprofits in HELENA · Montana · Mutual and membership benefit