Montana Credit Union League Group Benefits Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 6,390,167 | 5,892,259 | 497,908 | 7.4 | 0% |
| 2021 | 5,824,958 | 5,352,960 | 471,998 | 9.2 | 0% |
| 2022 | 5,941,913 | 5,690,154 | 251,759 | 9.2 | 0% |
| 2023 | 6,724,794 | 6,587,465 | 137,329 | 8.2 | 0% |
In its most recent public year (2023), this organization brought in $137,329 more than it spent. Its reserves stood at about 8.2 months of spending. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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