Nonprofit · EIN 81-0449239
MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST
Tax-exempt · BILLINGS, MT 59101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $37,464,305 | $37,886,286 | -$421,981 | $42,436,550 | $2,117,667 | $40,318,883 |
| March 31, 2024 | 990 | $37,667,751 | $38,945,845 | -$1,278,094 | $42,558,310 | $1,967,858 | $40,590,452 |
| March 31, 2023 | 990 | $37,637,065 | $37,465,839 | $171,226 | $41,318,151 | $1,406,513 | $39,911,638 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $35,387,519
- Investment income
- $2,076,786
- Net gain from sales of assets
- $525,612
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $33,097,812
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $429,441
- Accounting fees
- $112,453
- Depreciation
- $32,680
Balance sheet and other
- Total assets, start of year
- $42,558,310
- Total assets, end of year
- $42,436,550
- Total liabilities, end of year
- $2,117,667
- Net assets, end of year
- $40,318,883
- Land, buildings and equipment
- $98,040
- Publicly traded securities
- $36,025,857
- Gross unrelated business income
- $2,076,786
- Gross receipts
- $37,464,305
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1988
- 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 |
|---|---|---|---|---|---|
| Kenneth Crouse | Executive Director Highest-paid employee | 20 | $87,500 | $87,500 | $60,750 |
| Andrew Tri | Asst Director of Trusts/MCART M Highest-paid employee | 20 | $64,000 | $64,000 | $47,300 |
| Kristine Starr | Healthcare Manager Highest-paid employee | 20 | $50,900 | $50,900 | $46,000 |
| Hattie Redmon | Chairperson Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Heidi Wadsworth | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Christy Austin | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| David Anderson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Cory Buford | Trustee (Jan-Current) Trustee or director | 1 | $0 | $0 | $0 |
| Tracy Golik | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Kerry Gray | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Karen Rehbein | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mark Sandry | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dave Zinke | Trustee (Jan-Dec) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Eugene Schadt -Consultant to | the Executive Director Highest-paid employee | 20 | $90,000 | $90,000 | $53,464 |
| Kenneth Crouse | Executive Director Highest-paid employee | 20 | $80,000 | $80,000 | $51,182 |
| Andrew Tri - Assistant | Director of Trusts/MCART Manager Highest-paid employee | 20 | $61,500 | $61,500 | $36,504 |
| Hattie Redmon | Chairperson Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Christy Austin | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Heidi Wadsworth | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dave Zinke | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Kerry Gray | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Lonnie Anderson | Trustee (Mar-Dec) Trustee or director | 1 | $0 | $0 | $0 |
| Mary Jo Jackson | Trustee (Mar-Dec) Trustee or director | 1 | $0 | $0 | $0 |
| Vickie Tischendorf | Trustee (Mar-Dec) Trustee or director | 1 | $0 | $0 | $0 |
| Tracy Golik | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| David Anderson | Trustee (Beg Jan) Trustee or director | 1 | $0 | $0 | $0 |
| Karen Rehbein | Trustee (Beg Jan) Trustee or director | 1 | $0 | $0 | $0 |
| Mark Sandry | Trustee (Beg Jan) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Eugene Schadt | Executive Director Highest-paid employee | 20 | $86,283 | $86,283 | $48,450 |
| Kenneth Crouse | Executive Director in Training Highest-paid employee | 20 | $63,542 | $63,542 | $42,012 |
| Andrew Tri - Assistant | Director of Trusts/MCART Manager Highest-paid employee | 20 | $59,227 | $59,227 | $22,424 |
| Dave Zinke | Chairperson Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Heidi Wadsworth | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Hattie Redmon | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Tim Robertson | Trustee (Through December 2022) Trustee or director | 1 | $0 | $0 | $0 |
| Kerry Gray | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Lonnie Anderson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mary Jo Jackson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Vickie Tischendorf | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Christy Austin | Trustee (From August 2022) Trustee or director | 1 | $0 | $0 | $0 |
| Tracy Golik | Trustee (From December 2022) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 404 N 31ST ST STE 205, BILLINGS, MT 59101-1211
- Principal officer (990 for 2024)
- Kerry Gray, PO Box 30177, Billings, MT 59107
- Signed the 990
- Kerry Gray, Chairperson
- Phone
- (406) 256-9910
- Website
- www.mcatrusts.org
- Return prepared by
- Eide Bailly LLP
Mission
Provide Medical, Dental, Vision, Short-term Disability (employee only), Life Insurance and AD&D Benefits to Plan Participants.
Program accomplishments
- Provided medical, dental, vision, short-term disability (employee only), life insurance and AD&D benefits to 4,467 Plan 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
- 81-0449239
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,436,550
- Income (IRS master file)
- $37,464,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $37,464,305 | $37,886,286 | $42,436,550 | XML |
| 990 | March 2024 | $37,667,751 | $38,945,845 | $42,558,310 | XML |
| 990 | March 2023 | $37,637,065 | $37,465,839 | $41,318,151 | XML |
| 990 | March 2022 | $40,627,147 | $36,401,095 | $43,826,014 | 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 81-0449239).
Questions about MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST
- What is the EIN of MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST?
- The employer identification number (EIN) of MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST is 81-0449239.
- Is MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST 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 CONTRACTORS ASSOCIATION HEALTH CARE TRUST 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 MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST 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 MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST?
- The 990 for the year ended March 31, 2025 names Kerry Gray.
- Who are the officers and directors of MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST?
- The 990 for the year ended March 31, 2025 lists 13 people; 3 received compensation from the organization, the highest $87,500 (Kenneth Crouse, Executive Director).
- How much revenue does MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $37,464,305, expenses of $37,886,286 and total assets of $42,436,550 at year end.
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