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Southwest Montana Building Trades Vacation Plan

  • Spokane, WA
  • Tax-exempt since Jan. 1980
  • EIN: 91-1041556

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.54M (2023)

Expenses
$1.67M (2023)

Total Assets
$1.84M (2023)

Total Liabilities
$4.15k (2023)

Source: Form 990 tax filings from 2011 to 2023

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 May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,543,631
Expenses
$1,667,098
Net Income
-$123,467
Net Assets
$1,838,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,460,771
94.6%
Investment Income $50,443
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32,417
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,842,380
Total Liabilities $4,151
Net Assets $1,838,229
Compensation
Key Employees and Officers Compensation Related Other
Mike Baker (Trustee) $0 $0 $0
Adam Haight (Chairman) $0 $0 $0
Richard Morrison (Secretary) $0 $0 $0
Cody Morritt (Trustee) $0 $0 $0
Nick Patch (Trustee) $0 $0 $0
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Document Links

990
Filed on Feb. 27, 2024

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

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,654,633
Expenses
$2,009,061
Net Income
-$354,428
Net Assets
$1,977,437
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,605,705
97.0%
Investment Income $27,919
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,721
Net Inventory Sales $0
Other Revenue $34,730
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,981,675
Total Liabilities $4,238
Net Assets $1,977,437
Compensation
Key Employees and Officers Compensation Related Other
Leo Marsura (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
Richard Morrison (Secretary) $0 $0 $0
Jo Perkins (Trustee) $0 $0 $0
Kim Rickard (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on March 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,128,254
Expenses
$1,890,306
Net Income
$237,948
Net Assets
$2,374,190
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,055,569
96.6%
Investment Income $41,523
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,251
Net Inventory Sales $0
Other Revenue $37,413
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,383,275
Total Liabilities $9,085
Net Assets $2,374,190
Compensation
Key Employees and Officers Compensation Related Other
Leo Marsura (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
Richard Morrison (Secretary) $0 $0 $0
Jo Perkins (Trustee) $0 $0 $0
Kim Rickard (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on April 1, 2022

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

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,346,295
Expenses
$2,729,843
Net Income
-$383,548
Net Assets
$2,143,749
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,247,420
95.8%
Investment Income $53,177
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,744
0.1%
Net Inventory Sales $0
Other Revenue $43,954
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,150,665
Total Liabilities $6,916
Net Assets $2,143,749
Compensation
Key Employees and Officers Compensation Related Other
Leo Marsura (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
Richard Morrison (Secretary) $0 $0 $0
Jo Perkins (Trustee) $0 $0 $0
Kim Rickard (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on April 10, 2021

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

View Filing
XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,515,581
Expenses
$2,467,189
Net Income
$48,392
Net Assets
$217,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,419,408
96.2%
Investment Income $45,937
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $50,236
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,520,865
Total Liabilities $2,303,626
Net Assets $217,239
Compensation
Key Employees and Officers Compensation Related Other
Kim Rickard (Chairman) $0 $0 $0
Richard Morrison (Trustee) $0 $0 $0
Jo Perkins (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
Leo Masura (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 17, 2020

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

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,358,830
Expenses
$2,314,167
Net Income
$44,663
Net Assets
$153,656
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,276,395
96.5%
Investment Income $41,107
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $41,328
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,166,177
Total Liabilities $2,012,521
Net Assets $153,656
Compensation
Key Employees and Officers Compensation Related Other
Richard Morrison (Trustee) $0 $0 $0
Kim Rickard (Chairman) $0 $0 $0
Jo Perkins (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
Leo Masura (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 8, 2019

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

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,306,221
Expenses
$2,278,181
Net Income
$28,040
Net Assets
$131,889
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,228,622
96.6%
Investment Income $36,166
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,655
0.1%
Net Inventory Sales $0
Other Revenue $38,778
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,117,412
Total Liabilities $1,985,523
Net Assets $131,889
Compensation
Key Employees and Officers Compensation Related Other
Kim Rickard (Chairman) $0 $0 $0
Diana Kuzara (Trustee) $0 $0 $0
Rose Marie Robertson (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
Leo Marsura (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 6, 2018

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

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,591,345
Expenses
$2,627,191
Net Income
-$35,846
Net Assets
$133,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,501,829
96.5%
Investment Income $44,354
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $45,162
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,381,902
Total Liabilities $2,248,485
Net Assets $133,417
Compensation
Key Employees and Officers Compensation Related Other
Kim Rickard (Trustee) $0 $0 $0
Diana Kuzara (Chairman) $0 $0 $0
Rose Marie Robertson (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
Leo Masura (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 6, 2017

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

View Filing
PDF XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,091,368
Expenses
$2,094,243
Net Income
-$2,875
Net Assets
$173,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,009,416
96.1%
Investment Income $45,796
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,043
Net Inventory Sales $0
Other Revenue $41,199
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,075,884
Total Liabilities $1,902,366
Net Assets $173,518
Compensation
Key Employees and Officers Compensation Related Other
Kim Rickard (Trustee) $0 $0 $0
Diana Kuzara (Chairman) $0 $0 $0
Rose Marie Robertson (Trustee) $0 $0 $0
Shawn Wine (Trustee) $0 $0 $0
Mario Martinez (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 May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,963,878
Expenses
$1,964,676
Net Income
-$798
Net Assets
$201,468
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,897,128
96.6%
Investment Income $43,165
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,790
Net Inventory Sales $0
Other Revenue $42,375
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,017,570
Total Liabilities $1,816,102
Net Assets $201,468
Compensation
Key Employees and Officers Compensation Related Other
Kim Rickard (Trustee) $0 $0 $0
Diana Kuzara (Chairman) $0 $0 $0
Rose Marie Robertson (Trustee) $0 $0 $0
Shawn Wine (Trustee) $0 $0 $0
Mario Martinez (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 26, 2015

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

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,292,803
Expenses
$2,276,963
Net Income
$15,840
Net Assets
$198,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,213,360
96.5%
Investment Income $43,544
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,119
Net Inventory Sales $0
Other Revenue $45,018
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,294,939
Total Liabilities $2,096,437
Net Assets $198,502

Document Links

990
Filed on March 11, 2014

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

View Filing
PDF XML

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,506,081
Expenses
$2,699,794
Net Income
-$193,713
Net Assets
$192,154
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,459,967
98.2%
Investment Income $17,249
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$15,039
Net Inventory Sales $0
Other Revenue $43,904
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,461,231
Total Liabilities $2,269,077
Net Assets $192,154

Document Links

990

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

PDF

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,206,693
Expenses
$2,225,493
Net Income
-$18,800
Net Assets
$367,292
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,146,393
97.3%
Investment Income $15,686
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $44,614
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,366,557
Total Liabilities $1,999,265
Net Assets $367,292

Document Links

990

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

PDF

Fiscal Year Ending May
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 May
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 May
2008

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 May
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

Fiscal Year Ending May
2006

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 May
2005

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

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

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

Updated