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Montana Credit Union League Group Benefits Tr

Tracie Kenyon Ttee
  • Helena, MT
  • Tax-exempt since Sept. 2008
  • EIN: 37-6420195

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$4.46M (2024)

Expenses
$3.99M (2024)

Total Assets
$4.94M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,455,259
Expenses
$3,993,227
Net Income
$462,032
Net Assets
$4,940,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,128,817
92.7%
Investment Income $326,442
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,940,478
Total Liabilities $0
Net Assets $4,940,478
Compensation
Key Employees and Officers Compensation Related Other
Gerald Singleton Begin 7123 (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Secretary) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Danielle Kopp (Trustee) $0 $0 $0
Denise Anderson (Trustee) $0 $0 $0
Wade Mcfadden (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 15, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,724,794
Expenses
$6,587,465
Net Income
$137,329
Net Assets
$4,478,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,523,380
97.0%
Investment Income $201,414
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,478,446
Total Liabilities $0
Net Assets $4,478,446
Compensation
Key Employees and Officers Compensation Related Other
Gerald Singleton Begin 7123 (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Secretary) $0 $0 $0
Jason Hagadone Through 92023 (Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Denise Anderson Begin 92023 (Trustee) $0 $0 $0
Wade Mcfadden (Trustee) $0 $0 $0
Tracie Kenyon Chair Thru 5323 (Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,941,913
Expenses
$5,690,154
Net Income
$251,759
Net Assets
$4,341,117
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,888,142
99.1%
Investment Income $53,771
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,341,117
Total Liabilities $0
Net Assets $4,341,117
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Secretary) $0 $0 $0
Jason Hagadone As Of Sept 2022 (Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King Thru October 2022 (Trustee) $0 $0 $0
Wade Mcfadden (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,824,958
Expenses
$5,352,960
Net Income
$471,998
Net Assets
$4,089,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,808,424
99.7%
Investment Income $16,534
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,089,358
Total Liabilities $0
Net Assets $4,089,358
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Trustee) $0 $0 $0
Rhonda Diefenderfer ((Thru April 2021) Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
Wade Mcfadden As Of June 2021 (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,390,167
Expenses
$5,892,259
Net Income
$497,908
Net Assets
$3,617,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,365,035
99.6%
Investment Income $25,132
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,617,360
Total Liabilities $0
Net Assets $3,617,360
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Trustee) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 27, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,608,191
Expenses
$5,201,860
Net Income
$406,331
Net Assets
$3,119,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,568,445
99.3%
Investment Income $39,746
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,119,452
Total Liabilities $0
Net Assets $3,119,452
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Trustee) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 1, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,429,030
Expenses
$5,191,239
Net Income
$237,791
Net Assets
$2,713,121
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,396,261
99.4%
Investment Income $32,769
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,713,121
Total Liabilities $0
Net Assets $2,713,121
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Trustee) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,447,715
Expenses
$5,072,002
Net Income
$375,713
Net Assets
$2,475,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,435,179
99.8%
Investment Income $12,536
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,475,330
Total Liabilities $0
Net Assets $2,475,330
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Trustee) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,804,048
Expenses
$5,177,129
Net Income
-$373,081
Net Assets
$2,099,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,786,731
99.6%
Investment Income $17,317
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,099,617
Total Liabilities $0
Net Assets $2,099,617
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Trustee) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Emily Guldborg (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,744,048
Expenses
$3,551,938
Net Income
$192,110
Net Assets
$2,472,002
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,729,339
99.6%
Investment Income $14,709
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,472,002
Total Liabilities $0
Net Assets $2,472,002
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Trustee) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Paula Ruddock (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 6, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,705,369
Expenses
$3,089,847
Net Income
$615,522
Net Assets
$2,279,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,698,411
99.8%
Investment Income $6,958
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,285,987
Total Liabilities $6,095
Net Assets $2,279,892
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Secretary/Comptroller) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Paula Ruddock (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
Tabitha Garvin (Former Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,910,849
Expenses
$3,522,631
Net Income
$388,218
Net Assets
$1,664,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,906,694
99.9%
Investment Income $4,155
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,671,521
Total Liabilities $7,151
Net Assets $1,664,370
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chair) $0 $0 $0
Steve Grooms (Vice Chair) $0 $0 $0
Annamarie Deyoung (Secretary/Comptroller) $0 $0 $0
Rhonda Diefenderfer (Trustee) $0 $0 $0
Paula Ruddock (Trustee) $0 $0 $0
Eddie Black (Trustee) $0 $0 $0
Steve King (Trustee) $0 $0 $0
Tabitha Garvin (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,702,982
Expenses
$2,885,937
Net Income
$817,045
Net Assets
$1,276,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,701,931
100.0%
Investment Income $1,051
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,276,152
Total Liabilities $0
Net Assets $1,276,152

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,177,761
Expenses
$3,106,255
Net Income
$71,506
Net Assets
$459,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,177,200
100.0%
Investment Income $561
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $459,107
Total Liabilities $0
Net Assets $459,107

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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