Nonprofit · EIN 81-1094866
BOARD OF TRUSTEES AGC TRUST OF MONTANA
Tax-exempt · SPOKANE, WA 99201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $10,904,038 | $11,135,528 | -$231,490 | $19,569,801 | $1,776,371 | $17,793,430 |
| March 31, 2024 | 990 | $10,861,687 | $10,032,505 | $829,182 | $20,048,847 | $2,003,689 | $18,045,158 |
| March 31, 2023 | 990 | $8,614,867 | $9,154,063 | -$539,196 | $18,260,526 | $1,460,198 | $16,800,328 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,907,544
- Investment income
- $989,424
- Net gain from sales of assets
- $246,392
- Other revenue
- $7,070
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,217,950
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $42,918
- Accounting fees
- $13,790
- Travel
- $17,131
Balance sheet and other
- Total assets, start of year
- $20,048,847
- Total assets, end of year
- $19,569,801
- Total liabilities, end of year
- $1,776,371
- Net assets, end of year
- $17,793,430
- Publicly traded securities
- $15,613,010
- Gross receipts
- $19,789,714
- Employees
- 9
- Volunteers
- 0
- Year formed
- 1961
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM HAIGHT | UNION TRUSTEE Trustee or director | 1 | $0 | $75,000 | $37,000 |
| TRACY THOMPSON | UNION TRUSTEE Trustee or director | 1 | $0 | $58,962 | $37,000 |
| MICKEY MULHOLLAND | SECRETARY, UNION TRUSTEE Trustee or director | 1 | $0 | $13,111 | $37,000 |
| RICHARD J MORRISON | CHAIRMAN, EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CODY MORRITT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NICK PATCH | EMPLOYER TRUSTEE (OUTGOING) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM HAIGHT | UNION TRUSTEE Trustee or director | 1 | $0 | $75,008 | $35,000 |
| TRACY THOMPSON | UNION TRUSTEE Trustee or director | 1 | $0 | $54,299 | $35,000 |
| KIM RICKARD | UNION TRUSTEE (OUTGOING) Trustee or director | 1 | $0 | $32,773 | $35,000 |
| MICKEY MULHOLLAND | UNION TRUSTEE Trustee or director | 1 | $0 | $21,163 | $35,000 |
| RICHARD J MORRISON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK PATCH | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CODY MORRITT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WARREN SMELTZER | SECRETARY (OUTGOING) Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIM RICKARD | UNION TRUSTEE Trustee or director | 1 | $0 | $62,500 | $41,000 |
| MICKEY MULHOLLAND | UNION TRUSTEE Trustee or director | 1 | $0 | $46,442 | $41,000 |
| WARREN SMELTZER | SECRETARY Trustee or director, Officer | 1 | $0 | $17,352 | $8,000 |
| RICHARD J MORRISON | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK PATCH | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CODY MORRITT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JO PERKINS | EMPLOYER TRUSTEE (OUTGOING) Trustee or director | 1 | $0 | $0 | $0 |
| NICK NEUMAN | EMPLOYER TRUSTEE (OUTGOING) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1322 N POST PL, SPOKANE, WA 99201-2520
- Principal officer (990 for 2024)
- RICHARD J MORRISON, 1322 NORTH POST PL, SPOKANE, WA 99201
- Signed the 990
- RICHARD J MORRISON, CHAIRMAN
- Phone
- (509) 534-0600
- Return prepared by
- ANASTASI MOORE & MARTIN PLLC
Mission
PROVIDE PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS.
Program accomplishments
- PROVIDE PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS FOR ELIGIBLE PARTICIPANTS.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 81-1094866
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1962
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,569,801
- Income (IRS master file)
- $19,789,714
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $10,904,038 | $11,135,528 | $19,569,801 | XML |
| 990 | March 2024 | $10,861,687 | $10,032,505 | $20,048,847 | XML |
| 990 | March 2023 | $8,614,867 | $9,154,063 | $18,260,526 | XML |
| 990 | March 2022 | $11,144,345 | $10,869,344 | $18,871,331 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 81-1094866).
Questions about BOARD OF TRUSTEES AGC TRUST OF MONTANA
- What is the EIN of BOARD OF TRUSTEES AGC TRUST OF MONTANA?
- The employer identification number (EIN) of BOARD OF TRUSTEES AGC TRUST OF MONTANA is 81-1094866.
- Is BOARD OF TRUSTEES AGC TRUST OF MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
- Are donations to BOARD OF TRUSTEES AGC TRUST OF MONTANA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOARD OF TRUSTEES AGC TRUST OF MONTANA 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 BOARD OF TRUSTEES AGC TRUST OF MONTANA due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOARD OF TRUSTEES AGC TRUST OF MONTANA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of BOARD OF TRUSTEES AGC TRUST OF MONTANA?
- The 990 for the year ended March 31, 2025 names RICHARD J MORRISON.
- Who are the officers and directors of BOARD OF TRUSTEES AGC TRUST OF MONTANA?
- The 990 for the year ended March 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BOARD OF TRUSTEES AGC TRUST OF MONTANA have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $10,904,038, expenses of $11,135,528 and total assets of $19,569,801 at year end.
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