Montana Operating Engineers Construction & Mining Industry Hea: FY2020 Nonprofit Profile & Form 990 (EIN 81-6009559)

Revenue by fiscal year
FY2020	$13.5M
FY2021	$11.7M
FY2022	$12.8M
FY2023	$12.7M
FY2024	$12.2M
FY2025	$10.1M

Expenses by fiscal year
FY2020	$12.5M
FY2021	$12.8M
FY2022	$11.7M
FY2023	$12.4M
FY2024	$13.1M
FY2025	$10.9M

Net assets by fiscal year
FY2020	$8.5M
FY2021	$7.7M
FY2022	$7.3M
FY2023	$8.1M
FY2024	$7.2M
FY2025	$6.8M

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

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Steve Gross

Trustee

$0Pt VII · Sec A

Mike Johnson

Trustee

$0Pt VII · Sec A

Jim Keane

Trustee

$0Pt VII · Sec A

Kevin Murphy

Trustee

$0Pt VII · Sec A

Kyle Schellinger

Trustee

$0Pt VII · Sec A

Doug Goodheart

Trustee

$0Pt VII · Sec A

See Montana Operating Engineers Construction & Mining Industry Hea executive salaries →

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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1 program · in their own filed words · FY2019

01

Provided participants with accident, hospital, medical, surgical, disability, dental, vision, life insurance and accidental death & dismemberement benefits.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$13.5M

Ln 12

Fees for servicesLn 2g$13.3M

Investment incomeLn 3$266K

Other incomeLn 4–11$5K

Money outPt IX

$12.5M

Ln 25

Owns and owesPt X

$8.5M

net assets · Ln 32

Cash and savingsLn 1–2$2.5M

Total assetsLn 16$14.4M

LiabilitiesLn 26$5.9M

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$13.3M

Investment incomeLn 3$266K

Other incomeLn 4–11$5K

Gains on assetsLn 7−$8K

Total revenueLn 12$13.5M

Assets in detailPt X, end of year

CashLn 1$1.8M

SavingsLn 2$776K

Cash and savings togetherLn 1–2$2.5M

Accounts receivableLn 4$1.1M

Prepaid expenses and deferred chargesLn 9$10K

InvestmentsLn 11–13$10.8M

Total assetsLn 16$14.4M

LiabilitiesLn 26$5.9M

Net assetsLn 32$8.5M

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

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$3.4M	$2.5M
InvestmentsLn 11–13	$9.0M	$10.8M
Total assetsLn 16	$13.7M	$14.4M
LiabilitiesLn 26	$6.9M	$5.9M
Net assetsLn 32	$6.8M	$8.5M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$12.1M
Management feesLn 11a	$184K
Legal feesLn 11b	$25K
Accounting feesLn 11c	$42K
Investment management feesLn 11f	$50K
Other fees for servicesLn 11g	$66K
Office expensesLn 13	$18K
TravelLn 17	$17K
InsuranceLn 23	$11K
Other expenses (24a–d)Ln 24	$4K
Total functional expensesLn 25	$12.5M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Mar 27, 2026	$10.1M	$10.9M	−$809K	$6.8M	990 PDF
FY2024Filed with the IRS Apr 14, 2025	$12.2M	$13.1M	−$927K	$7.2M	990 PDF
FY2023Filed with the IRS Apr 15, 2024	$12.7M	$12.4M	$315K	$8.1M	990 PDF
FY2022Filed with the IRS Apr 18, 2023	$12.8M	$11.7M	$1.1M	$7.3M	990 PDF
FY2021Filed with the IRS Mar 29, 2022	$11.7M	$12.8M	−$1.1M	$7.7M	990 PDF
FY2020 ViewingFiled with the IRS Apr 13, 2021	$13.5M	$12.5M	$1.1M	$8.5M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $13,549,020 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $14,210,143$13,277,761

I-10 Investment incomePrior year $327,687$265,929

I-11 Other revenuePrior year $0$5,330

I-12 Total revenuePrior year $14,537,830$13,549,020

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $13,284,746$12,080,335

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $433,924$415,922

I-18 Total expensesPrior year $13,718,670$12,496,257

I-19 Revenue less expensesPrior year $819,160$1,052,763

Part VI · Governance 6 of 6 board members independent, 1 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

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 $13,549,020 across 5 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,277,761$13,277,761

VIII-3 Investment incomeExcluded from tax $274,329$274,329

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$8,400−$8,400

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,330$5,330

VIII-12 Total revenueRelated to mission $13,283,091 · Unrelated business $0 · Excluded from tax $265,929$13,549,020

Part IX · Statement of functional expenses $12,496,257 across 10 lines filed

IX-4 Benefits paid to or for members$12,080,335

IX-11a Management fees$184,287

IX-11b Legal fees$24,600

IX-11c Accounting fees$41,726

IX-11f Investment management fees$50,011

IX-11g Other fees for services$65,500

IX-13 Office expenses$18,232

IX-17 Travel$16,732

IX-23 Insurance$10,759

IX-24 Other expenses (24a–d)$4,075

IX-25 Total functional expenses$12,496,257

Part X · Balance sheet $14,402,252 assets, 15 lines filed

X-1 Cash, non-interest-bearingStart of year $1,106,319$1,768,423

X-2 Savings and temporary cash investmentsStart of year $2,330,934$775,996

X-4 Accounts receivableStart of year $1,344,059$1,057,180

X-9 Prepaid expenses and deferred chargesStart of year $9,843$9,843

X-11 Publicly traded securitiesStart of year $8,951,916$10,790,810

X-16 Total assetsStart of year $13,743,071$14,402,252

X-17 Accounts payable and accrued expensesStart of year $5,028$17,392

X-19 Deferred revenueStart of year $213,399$20,006

X-25 Other liabilitiesStart of year $6,680,605$5,876,701

X-26 Total liabilitiesStart of year $6,899,032$5,914,099

X-29 Capital stock or trust principalStart of year $0$0

X-30 Paid-in or capital surplusStart of year $0$0

X-31 Retained earnings or endowmentStart of year $6,844,039$8,488,153

X-32 Total net assets or fund balancesStart of year $6,844,039$8,488,153

X-33 Total liabilities and net assetsStart of year $13,743,071$14,402,252

Part XI · Reconciliation of net assets $8,488,153 net assets at year end

XI-1 Total revenue$13,549,020

XI-2 Total expenses$12,496,257

XI-3 Revenue less expenses$1,052,763

XI-4 Net assets at start of year$6,844,039

XI-5 Net unrealized gains (losses) on investments$337,351

XI-9 Other changes in net assets$254,000

XI-10 Net assets at end of year$8,488,153

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Montana Operating Engineers Construction & Mining Industry Hea FY2020 filing

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Montana Operating Engineers Construction & Mining Industry Hea

By the numbers

Filing history

Schedules filed Part IV