Montana Surplus Lines Agent's Assoc
Nonprofit profile at a glance
- EIN
- 810399119
- IRS 990-EZ coverage
- 2010–2014
- Forms available
- Form 990-EZ 2014
- Location
- Helena, MT, USA
- Phone
- 4064428263
- Rating
- 64
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $700
- Expenses
- $206,131
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- BUD BALDWIN (PAST PRESIDENT)
- BOB BISKUPIAK (EXECUTIVE DIRECTOR)
- BILL PRICE (PRESIDENT)
- CHUCK CASSIDY (PRESIDENT-ELECT)
- D LYNN THOMPSON (VICE-PRESIDENT)
People named in this filing
- BUD BALDWIN (PAST PRESIDENT)
- BOB BISKUPIAK (EXECUTIVE DIRECTOR)
- BILL PRICE (PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Trade association - administration
What it reported doing in 2014
Meetings and conferences designed to update the entire membership regarding the surplus lines aspect of the insurance industry.
Operating model
- Revenue model
- Other-operating. 100% of the money available for current operations came from other operating revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 82
- Sustainability: 7
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -29,347.3%; rating input score 0; 0th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -52% per year; rating input score 0; 7th percentile among comparable filings
- Asset growth: -20.6% per year; rating input score 0; 14th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2010 to 2014
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 1/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.