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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 81-0298194

MONTANA INSURANCE EDUCATION FOUNDATION

Tax-exempt · DENVER, CO 80238

Financials

$6K$7K2023$3K$11K2024
Revenue Expenses · by fiscal year end
Financials of MONTANA INSURANCE EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$2,878$10,678-$7,800$112,793$32$112,761
December 31, 2023990-EZ$6,224$7,135-$911$121,061$500$120,561
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Investment income
$2,878

Expenses

Grants and similar amounts paid
$4,144
Compensation of officers, directors and key employees
$0
Other expenses
$6,534

Balance sheet and other

Total assets, start of year
$121,061
Total assets, end of year
$112,793
Total liabilities, end of year
$32
Net assets, end of year
$112,761
Cash, savings and investments
$112,793
Gross receipts
$2,878

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-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TOM CHAMBERLINNATIONAL DIRECTOR8$0
ERICA MERCILLDIRECTOR8$0
MELISSA THOMPSONDIRECTOR8$0
JEANETTE ALBRECHTDIRECTOR8$0
JODI TIERNEYDIRECTOR8$0
BRYAN BERNIEREXECUTIVE DIRECTOR2.6$0
AARON BEARDIMMEDIATE PAST PRESIDENT8$0
KENDALL MASSIEPRESIDENT8$0
CHRISTINE CAMPBELLSECRETARY/TREASURER8$0
HEATH RICHMANVICE PRESIDENT8$0
990-EZ for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
BRYAN BERNIEREXECUTIVE DIRECTOR10$0
KERRI D EMMONSCEO0$0
AARON BEARDPRESIDENT1$0
KENDALL MASSIEVICE PRESIDENT1$0
CHRISTINE CAMPBELLSECRETARY/TREASURER1$0
TOM CHAMBERLINNATIONAL DIRECTOR1$0
ERICA MERCILLDIRECTOR1$0
HEATH RICHMANDIRECTOR1$0
MELISSA THOMPSONDIRECTOR1$0
JEANNETTE ALBRECHTDIRECTOR1$0

Address and contacts

Address (IRS master file)
8354 E NORTHFIELD BLVD UNIT 2710, DENVER, CO 80238-3185
In care of
% BRYAN BERNIER
Mailing address (990-N for 2025)
8354 E NORTHFIELD BLVD 2710, DENVER CO 802383185
Principal officer (990-N for 2025)
BRYAN BERNIER, 8354 E NORTHFIELD BLVD 2710, DENVER CO 802383185
Signed the 990-EZ
BRYAN BERNIER, EXECUTIVE DIRECTOR
Phone
(406) 442-9555
Return prepared by
PINION LLC

Mission

TO PROVIDE EDUCATIONAL RESOURCES, SERVICES, AND COURSES TO PROFESSIONALS OF THE INSURANCE INDUSTRY.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • PROVIDE SCHOLARSHIP FUNDS FOR ANNUAL CONFERENCE AND TRADE SHOW.
    grants $4,144
  • PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION EXPENSES.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026990-N on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for MONTANA INSURANCE EDUCATION FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
81-0298194
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1966
Accounting year ends
December
Files
Form 990-N (e-Postcard)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: BRYAN BERNIER
December 31, 2025≤ $50,000 receipts––e-Postcard
990-EZDecember 2024$2,878$10,678$112,793IRS
990-EZDecember 2023$6,224$7,135$121,061XML
990-N for 2022
Officer: Aaron Beard
December 31, 2022≤ $50,000 receipts––e-Postcard
990-EZDecember 2021–––IRS
990-EZDecember 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 81-0298194).

Questions about MONTANA INSURANCE EDUCATION FOUNDATION

What is the EIN of MONTANA INSURANCE EDUCATION FOUNDATION?
The employer identification number (EIN) of MONTANA INSURANCE EDUCATION FOUNDATION is 81-0298194.
Is MONTANA INSURANCE EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to MONTANA INSURANCE EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTANA INSURANCE EDUCATION FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MONTANA INSURANCE EDUCATION FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTANA INSURANCE EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
Who is the principal officer of MONTANA INSURANCE EDUCATION FOUNDATION?
The 990-N for 2025 names BRYAN BERNIER.
Who are the officers and directors of MONTANA INSURANCE EDUCATION FOUNDATION?
The 990-EZ for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does MONTANA INSURANCE EDUCATION FOUNDATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $2,878, expenses of $10,678 and total assets of $112,793 at year end.

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