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Montana Operating Engineers Construction & Mining Industry Hea

Not tax-deductible

Bothell, WAMutual-benefit / member-servingSince 1959EIN 81-6009559Revenue $10.1M in FY2025

On file with the IRS11724 Ne 195th Street Suite 30, 98011-3568 · Bothell, WATax-exempt since Feb 1962

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To provide accident, hospital, medical, surgical, disability, dental, vision, life insurance and accidental death and dismemberement benefits.

Run by 6 volunteers.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $63K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$7.7M
53% of total assets
Fine: liabilities are 53% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
2
of 8 voting members
Worth a look: 2 of 8 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.1M
-17% vs prior year
Spent
$10.9M
Net assets
$6.8M
By yearFY2020–FY2025
Revenue
$10.1M
FY2025▼ -17%
Tap a bar for its year
Revenue by fiscal year
FY2020$13.5M
FY2021$11.7M
FY2022$12.8M
FY2023$12.7M
FY2024$12.2M
FY2025$10.1M
Expenses
$10.9M
FY2025▼ -17%
Tap a bar for its year
Expenses by fiscal year
FY2020$12.5M
FY2021$12.8M
FY2022$11.7M
FY2023$12.4M
FY2024$13.1M
FY2025$10.9M
Net assets
$6.8M
FY2025▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.5M
FY2021$7.7M
FY2022$7.3M
FY2023$8.1M
FY2024$7.2M
FY2025$6.8M

From the FY2025 Form 990 (year ending May 2025) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1962.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Kyle Schellinger
Chairman, Employer Trustee
$0Pt VII · Sec A
Steve Gross
Secretary, Employee Trustee
$0Pt VII · Sec A
Mike Johnson
Employee Trustee
$0Pt VII · Sec A
Jim Keane
Employee Trustee
$0Pt VII · Sec A
Kevin Murphy
Employee Trustee
$0Pt VII · Sec A
Shawn Coffin
Employer Trustee
$0Pt VII · Sec A
Michelle Cohens
Employer Trustee
$0Pt VII · Sec A
Ken Wooley
Employer Trustee (outgoing)
$0Pt VII · Sec A
See Montana Operating Engineers Construction & Mining Industry Hea executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers accident, hospital, medical, dental, vision, life, and disability insurance benefits.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

To provide medical, surgical, hospital, prescription, dental, vision, accident, life, accidental death and dismemberment, long-term disability, and vacation benefits to eligible participants and beneficiaries.

Pt IX · col B

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$10.1M
Ln 12
Fees for servicesLn 2g$9.8M
Investment incomeLn 3$290K
Other incomeLn 4–11$36
Money outPt IX
$10.9M
Ln 25
Owns and owesPt X
$6.8M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$14.5M
LiabilitiesLn 26$7.7M
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$9.8M
Investment incomeLn 3$290K
Other incomeLn 4–11$36
Gains on assetsLn 7−$131K
Total revenueLn 12$10.1M
Assets in detailPt X, end of year
CashLn 1$278K
SavingsLn 2$2.1M
Cash and savings togetherLn 1–2$2.4M
InvestmentsLn 11–13$10.8M
Total assetsLn 16$14.5M
LiabilitiesLn 26$7.7M
Net assetsLn 32$6.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$3.2M$2.4M
InvestmentsLn 11–13$10.4M$10.8M
Total assetsLn 16$14.4M$14.5M
LiabilitiesLn 26$7.2M$7.7M
Net assetsLn 32$7.2M$6.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$10.6M
Management feesLn 11a$118K
Legal feesLn 11b$23K
Accounting feesLn 11c$29K
Investment management feesLn 11f$56K
Other fees for servicesLn 11g$67K
Office expensesLn 13$22K
TravelLn 17$12K
InsuranceLn 23$7K
Other expenses (24a–d)Ln 24$4K
Total functional expensesLn 25$10.9M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $10.1M$10.9M−$809K$6.8M 990 PDF
FY2024 $12.2M$13.1M−$927K$7.2M 990 PDF
FY2023 $12.7M$12.4M$315K$8.1M 990 PDF
FY2022 $12.8M$11.7M$1.1M$7.3M 990 PDF
FY2021 $11.7M$12.8M−$1.1M$7.7M 990 PDF
FY2020 $13.5M$12.5M$1.1M$8.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $10,090,120 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $12,027,138$9,800,482
I-10 Investment incomePrior year $132,426$289,602
I-11 Other revenuePrior year $252$36
I-12 Total revenuePrior year $12,159,816$10,090,120
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $12,751,635$10,560,622
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $335,186$338,755
I-18 Total expensesPrior year $13,086,821$10,899,377
I-19 Revenue less expensesPrior year −$927,005−$809,257
Part VI · Governance 2 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members2
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $10,090,120 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,800,482$9,800,482
VIII-3 Investment incomeExcluded from tax $420,592$420,592
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$130,990−$130,990
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $36$36
VIII-12 Total revenueRelated to mission $9,800,518 · Unrelated business $0 · Excluded from tax $289,602$10,090,120
Part IX · Statement of functional expenses $10,899,377 across 10 lines filed
IX-4 Benefits paid to or for members$10,560,622
IX-11a Management fees$117,761
IX-11b Legal fees$23,172
IX-11c Accounting fees$28,857
IX-11f Investment management fees$56,416
IX-11g Other fees for services$67,000
IX-13 Office expenses$22,265
IX-17 Travel$11,714
IX-23 Insurance$7,403
IX-24 Other expenses (24a–d)$4,167
IX-25 Total functional expenses$10,899,377
Part X · Balance sheet $14,462,075 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $1,572,001$278,473
X-2 Savings and temporary cash investmentsStart of year $1,587,520$2,100,854
X-4 Accounts receivableStart of year $847,007$1,308,075
X-9 Prepaid expenses and deferred chargesStart of year $7,404$7,404
X-11 Publicly traded securitiesStart of year $10,395,261$10,767,269
X-16 Total assetsStart of year $14,409,193$14,462,075
X-17 Accounts payable and accrued expensesStart of year $71,442$67,923
X-19 Deferred revenueStart of year $6,992$6,992
X-25 Other liabilitiesStart of year $7,161,595$7,603,393
X-26 Total liabilitiesStart of year $7,240,029$7,678,308
X-32 Total net assets or fund balancesStart of year $7,169,164$6,783,767
X-33 Total liabilities and net assetsStart of year $14,409,193$14,462,075
Part XI · Reconciliation of net assets $6,783,767 net assets at year end
XI-1 Total revenue$10,090,120
XI-2 Total expenses$10,899,377
XI-3 Revenue less expenses−$809,257
XI-4 Net assets at start of year$7,169,164
XI-5 Net unrealized gains (losses) on investments$458,860
XI-9 Other changes in net assets−$35,000
XI-10 Net assets at end of year$6,783,767

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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