DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYMENT BENEFIT ASSOCIATION

EIN: 363686156

MISSOULA, MT

Total Revenue
$423,690
Total Expenses
$384,803
Total Assets
$1,094,154
Net Assets
$1,094,154
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
MT
Principal Officer
RUTH BURKE
Phone
4067283710
Tax Period
2023-07-01 to 2024-06-30

DISTRICT XI HUMAN RESOURCE COUNCIL VOLUNTARY EMPLOYMENT BENEFIT ASSOCIATION, founded in 1988, is a small nonprofit that reported $424K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $385K left a modest 9% surplus.

Mission

EMPLOYEE BENEFIT PLAN PROVIDING HEALTH, VISIONS, DENTAL, AND GROUP LIFE INSURANCE AND OTHER EMPLOYEE BENEFITS TO ELIGIBLE EMPLOYEES OF PLAN SPONSOR.

Program Service Accomplishments

Program 1
Expenses: $363,012 Revenue: $378,021

PROVISION OF HEALTH, DENTAL, VISION, AND GROUP LIFE INSURANCE FOR ELIGIBLE EMPLOYEES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $378,021
Investment Income $45,669
Other Revenue $0
TOTAL REVENUE $423,690

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $363,012
Other Expenses $188,543
TOTAL EXPENSES $384,803

Year-over-Year Comparison

2023 2022 Change
Revenue $423,690 $260,195 +0.6%
Expenses $384,803 $204,836 +0.9%
Net Income $38,887 $55,359 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
3
Employees
N/A
Volunteers
3

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$127,991
Total Directors
4
$127,991
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOE LOOS TRUSTEE 0.50
Officer Director
$0 $0 $0
LARRY DEGARMO TRUSTEE 0.50
Officer Director
$0 $0 $0
MICHELE LANDQUIST TRUSTEE 0.50
Officer Director
$0 $0 $0
RUTH BURKE TRUSTEE 0.50
Officer Director
$0 $27,108 $127,991
JIM MORTON FORMER TRUSTEE 0.50
$0 $25,810 $55,408
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $423,690 $384,803 $1,094,154 $38,887
2023 $260,195 $204,836 $1,055,267 $55,359
2022 $273,744 $260,345 $999,908 $13,399
2021 $322,099 $273,243 $986,509 $48,856
2020 $362,372 $267,289 $937,653 $95,083
2019 $391,604 $351,071 $842,570 $40,533
2018 $515,134 $508,367 $802,037 $6,767
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