Morrison-maierle Inc Employee Health Benefit Plan is a 501(c)(9) organization based in Helena, Montana, registered in 2008, with $5,175,076 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$5.2M
▲ 17.2% vs prior year
Education median: $200K
Expenses (FY2024)
$5.0M
Net assets
$2.0M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Morrison-maierle Inc Employee Health Benefit Plan— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Morrison-maierle Inc Employee Health Benefit Plan: 5 mo reserves · +3% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Morrison-maierle Inc Employee Health Benefit Plan— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Morrison-maierle Inc Employee Health Benefit Plan: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $2.1M (FY2013) to $5.2M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
3.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.4M
Total liabilities
$407K
Net assets
$2.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $5,175,076▲17.2% | $5,014,578▲10.4% | $1,980,210▲8.6% | $2,386,994▲7.0% | 990 |
| 2023 | $4,417,243▲8.3% | $4,540,722▲13.4% | $1,822,582▼7.7% | $2,230,705▼3.4% | 990 |
| 2022 | $4,080,556▲10.9% | $4,003,774▲4.0% | $1,973,683▲0.2% | $2,308,417▼0.5% | 990 |
| 2021 | $3,680,881▲6.1% | $3,848,088▲15.7% | $1,969,373▼8.8% | $2,319,499▼6.3% | 990 |
| 2020 | $3,470,168▲14.0% | $3,325,004▲21.6% | $2,159,481▲33.4% | $2,475,799▲29.1% | 990 |
| 2018 | $3,044,837▼2.6% | $2,734,936▼0.2% | $1,618,951▲23.5% | $1,917,602▲18.7% | 990 |
| 2017 | $3,125,063▲9.6% | $2,740,281▲6.7% | $1,310,645▲40.5% | $1,615,064▲27.9% | 990 |
| 2016 | $2,851,859▲17.5% | $2,568,632▲6.9% | $932,887▲43.7% | $1,263,233▲33.5% | 990 |
| 2015 | $2,427,697▲4.4% | $2,403,019▲4.4% | $649,167▲4.3% | $945,934▲12.1% | 990 |
| 2014 | $2,326,194▲11.2% | $2,302,418▲23.5% | $622,350▲4.3% | $844,059▲9.7% | 990 |
| 2013 | $2,091,266 | $1,864,821▼8.8% | $596,782▲60.2% | $769,533▲34.7% | 990 |
| 2012 | — | $2,044,080▲13.0% | $372,561▼40.2% | $571,497▼22.9% | 990 |
| 2011 | — | $1,808,313▲3.1% | $623,206▲3.8% | $740,987▼0.5% | 990 |
| 2010 | — | $1,753,445 | $600,572 | $744,392 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Morrison-maierle Inc Employee Health Benefit Plan (EIN 20-3169070) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.