MONTGOMERY MUTUAL

Address
PO BOX 518
HILLSBORO, IL 62049
Contact
Nonprofit
NTEE: Y23 - Mutual Insurance Company or Association
EIN: 37-0425780

Mission

MONTGOMERY MUTUAL PROVIDES FIRE INSURANCE IN THE SURROUNDING COUNTIES AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATION
 2012201120102009
Basic features of the organization
Year of formation1890
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$65,750.00$63,250.00$61,900.00 
Sum of reportable (W2/1099) compensation$65,750.00$63,250.00$61,900.00 
Number of employees224 
Number of people compensated >$100k000 
Personnel
Butler, Ed
TitleDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personED BUTLERED BUTLERED BUTLER 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org0.00   
Reportable compensation from org$200.00$200.00$200.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Dorsey, Bruce
TitleDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personBRUCE DORSEYBRUCE DORSEYBRUCE DORSEY 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org0.00   
Reportable compensation from org$200.00$100.00$200.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Dorsey, William
TitleVICE PRESIDENTVICE PRESIDENTVICE PRESIDENT 
Name of key/compensated personWILLIAM DORSEYWILLIAM DORSEYWILLIAM DORSEY 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org0.00   
Reportable compensation from org$200.00$200.00$200.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Hershelman, Lyndal
TitleDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personLYNDAL HERSHELMANLYNDAL HERSHELMANLYNDAL HERSHELMAN 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org0.00   
Reportable compensation from org$200.00$100.00$200.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Plowman, Norma
TitleASSISTANT SECRETARYASSISTANT SECRETARYASSISTANT SECRETARY 
Name of key/compensated personNORMA J PLOWMANNORMA J PLOWMANNORMA J PLOWMAN 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org40.0040.0040.00 
Reportable compensation from org$29,200.00$28,150.00$26,650.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Rosentreter, Andrew
TitleSECRETARYTREASURERSECRETARYTREASURERSECRETARYTREASURER 
Name of key/compensated personANDREW A ROSENTRETERANDREW A ROSENTRETERANDREW A ROSENTRETER 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org40.0040.0040.00 
Reportable compensation from org$35,550.00$34,300.00$34,250.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Rosentreter, Norman
TitlePRESIDENTPRESIDENTPRESIDENT 
Name of key/compensated personNORMAN ROSENTRETERNORMAN ROSENTRETERNORMAN ROSENTRETER 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org0.00   
Reportable compensation from org$200.00$200.00$200.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesMONTGOMERY MUTUAL PROVIDES FIRE INSURANCE IN THE SURROUNDING COUNTIES AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATIONMONTGOMERY MUTUAL PROVIDES FIRE INSURANCE IN THE SURROUNDING COUNTIES AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATIONMONTGOMERY MUTUAL PROVIDES FIRE INSURANCE IN THE SURROUNDING COUNTIES AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATION 
Program service expenses, total$242,015.00$240,283.00$304,980.00 
Programs, including revenue & expenses
PROVIDE FIRE INSURANCE FOR POLICYHOLDERS IN THE SURROUNDING COUNTIES THAT THEY ARE AUTHORIZED TO WRITE IN AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATION
Program expenses$242,015.00$240,283.00$304,980.00 
Program descriptionPROVIDE FIRE INSURANCE FOR POLICYHOLDERS IN THE SURROUNDING COUNTIES THAT THEY ARE AUTHORIZED TO WRITE IN AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATIONPROVIDE FIRE INSURANCE FOR POLICYHOLDERS IN THE SURROUNDING COUNTIES THAT THEY ARE AUTHORIZED TO WRITE IN AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATIONPROVIDE FIRE INSURANCE FOR POLICYHOLDERS IN THE SURROUNDING COUNTIES THAT THEY ARE AUTHORIZED TO WRITE IN AS PRESCRIBED BY THE ILLINOIS DEPARTMENT OF PROFESSIONAL REGULATION 
Financial data
Revenue
Total revenue$246,926.00$275,343.00$303,318.00 
Revenue from contributions (total)$0.00$0.00$0.00$0.00
Investment income, current yr$3,222.00$4,893.00$7,050.00 
Total revenue from grants, etc., current yr$0.00$0.00$0.00 
Total unrelated business revenue$0.00$0.00$0.00 
Other revenue, current yr$0.00$0.00$0.00 
Net unrelated business taxable revenue$0.00$0.00$0.00 
Program service revenue (total)$243,704.00$270,450.00$296,268.00$215,072.00
Gross receipts$246,926.00$275,343.00$303,318.00 
Other types of revenue
Income from dividends, interest, and similar investments$3,222.00$4,893.00$7,050.00 
Net rental income$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$242,015.00$240,283.00$304,980.00 
Total functional expenses: program service $242,015.00$240,283.00$304,980.00 
Total functional expenses: management and general$0.00$0.00$0.00 
Total functional expenses: fundraising$0.00$0.00$0.00 
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00 
Assets and liabilities
Total assets$530,850.00$518,989.00$514,226.00$532,780.00
Total assets, beginning of year$518,989.00$514,226.00$532,780.00 
Total liabilities$166,691.00$159,741.00$190,038.00$206,930.00
Total liabilities, beginning of year$159,741.00$190,038.00$206,930.00 
Net assets$364,159.00$359,248.00$324,188.00 
Net assets, beginning of year$359,248.00$324,188.00$325,850.00 
Other liabilities$109,000.00$114,000.00$143,543.00 
Cash: non-interest bearing$76,476.00$66,678.00$36,667.00 
Cash: non-interest bearing, beginning of year$66,678.00$36,667.00$52,841.00 
Other financial variables
Revenue less expenses$4,911.00$35,060.00-$1,662.00 
Advertising (total)$2,523.00$2,138.00$1,918.00 
Savings & temp cash investment$416,196.00$415,900.00$440,136.00 
Accounts receivable, net$38,178.00$36,411.00$37,423.00 
Accounts payable & accrued expenses$57,691.00$45,741.00$46,495.00 
Total net assets or fund balances$364,159.00$359,248.00$324,188.00 
Governance and accountability
Number of voting members777 
Number of independent voting members440 
Financial sheets auditedTrueTrueTrue 
Relationships among key personnelTrueTrueTrue 
Accrual accountingTrueTrueTrue 
Tax year start date2012-01-012011-01-012010-01-01 
Tax year end date2012-12-012011-12-012010-12-012009-12-01
Indicators for schedules (selected)
Business transaction with employeeTrueTrue  
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990 
Date e-filing submitted2013-06-202012-09-192011-11-03 
IRS schema version2012v2.12011v1.22010v3.2 
Filing identifier201320449349300302201220629349300407201120359349300422 
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