STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

MONTANA SCHOOL BOARDS ASSOCIATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MONTANA SCHOOL BOARDS ASSOCIATION (EIN 81-0247703)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-09
IRS object ID
202343139349304279
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T14:37:56-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810247703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTANA SCHOOL BOARDS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone4064422180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1863 GREAT NORTHERN BLVD 301AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLANCE MELTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4064422180PhoneNum
Signature2023-11-09SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLANCEPersonFirstNm
Person LastMELTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLANCE MELTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1863 GREAT NORTHERN BLVD STE 301AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,859,510GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MTSBA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1926FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionMTSBA'S MISSION IS TO DEVELOP THE FULL POTENTIAL OF EACH CHILD THROUGH SCHOOL BOARD LEADERSHIP.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,055,355PYContributionsGrantsAmt
CY Contributions Grants$1,075,111CYContributionsGrantsAmt
PY Program Service Revenue$3,921,445PYProgramServiceRevenueAmt
CY Program Service Revenue$4,150,901CYProgramServiceRevenueAmt
PY Investment Income$9,737PYInvestmentIncomeAmt
CY Investment Income$160,732CYInvestmentIncomeAmt
PY Other Revenue$416,030PYOtherRevenueAmt
CY Other Revenue$443,608CYOtherRevenueAmt
PY Total Revenue$5,402,567PYTotalRevenueAmt
CY Total Revenue$5,830,352CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,903,620PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,117,898CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,051,303PYOtherExpensesAmt
CY Other Expenses$3,234,272CYOtherExpensesAmt
PY Total Expenses$4,954,923PYTotalExpensesAmt
CY Total Expenses$5,352,170CYTotalExpensesAmt
PY Revenues Less Expenses$447,644PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$478,182CYRevenuesLessExpensesAmt
Total Assets BOY$8,543,490TotalAssetsBOYAmt
Total Assets EOY$9,227,264TotalAssetsEOYAmt
Total Liabilities BOY$2,828,975TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,034,565TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,714,515NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,192,699NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMTSBA'S MISSION IS TO DEVELOP THE FULL POTENTIAL OF EACH CHILD THROUGH SCHOOL BOARD LEADERSHIP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$842,024ExpenseAmt
Revenue$667,738RevenueAmt
DescLEGAL SERVICES AND LABOR RELATIONS.MTSBA HAS LONG OFFERED BOTH DUES-BASED & FEE-BASED LEGAL SERVICES TO MEMBER SCHOOL BOARDS IN MONTANA IN STRICT COMPLIANCE WITH THE RULES OF ETHICS GUIDING THE PRACTICE OF LAW.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$205,768ExpenseAmt
Revenue$309,559RevenueAmt
DescPROFESSIONAL DEVELOPMENT.MTSBA HAS PROVIDED TRAINING FOR PUBLIC SCHOOL LEADERS SINCE ITS INCEPTION IN 1926. WE OFFER BOTH DUES-BASED AND FEE-BASED TRAINING, INCLUDING VIRTUAL, IN PERSON AND HYBRID FORMATS, WITH TRAININGS PROVIDED WEEKLY TO SEASONALLY TO ANNUALLY THROUGHOUT MONTANA. WE ALSO PROVIDE TRAINING TO OUR MEMBERS ON SITE AT THEIR LOCAL DISTRICTS ON TOPICS CUSTOMIZED BY THE MEMBER INCLUDING FACILITATION OF STRATEGIC PLANNING TO HELP MEMBERS ENGAGE STUDENTS, FAMILIES AND COMMUNITIES IN ALIGNING PUBLIC SCHOOL PROGRAMS AND SERVICES TO THE PEOPLES' GOAL OF DEVELOPING THE FULL POTENTIAL OF EACH PERSON."Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,412,140ExpenseAmt
Revenue$2,595,582RevenueAmt
DescSELF FUNDED INSURANCE PROGRAMS FOR MEMBERS.SEE SCH O.MSGIA (WORKERS' COMPENSATION PROGRAM): THE MONTANA SCHOOL BOARDS ASSOCIATION ADMINISTERS A SELF-FUNDED WORKERS' COMPENSATION RISK AND RETENTION PROGRAM (WCRRP), THE LARGEST SELF-FUNDED PROGRAM OF ITS KIND IN THE STATE PROVIDING WORKERS' COMPENSATION COVERAGE FOR OVER 25,000 PUBLIC SCHOOL EMPLOYEES. WCRRP PROVIDES COMPETITIVELY PRICED COVERAGE AND A WIDE RANGE OF ADDITIONAL SERVICES TO MEMBER DISTRICTS INCLUDING TRAINING IN ALL ASPECTS OF SCHOOL DISTRICT RISK MANAGEMENT. LOWER COSTS FOR COVERAGE TRANSLATE INTO SAVINGS FOR MEMBER DISTRICTS WHILE EXTRA EMPHASIS ON RISK MANAGEMENT RESULTS IN FEWER SUCCESSFUL CLAIMS AGAINST THE DISTRICT.MSGIA (PROPERTY AND CASUALTY PROGRAM): THE MONTANA SCHOOL BOARDS ASSOCIATION ADMINISTERS A SELF-FUNDED PROPERTY AND CASUALTY PROGRAM PROVIDING BROAD COVERAGES TO ITS MEMBERS AT COMPETITIVE RATES WITH MEMBER SERVICES BEYOND TYPICAL MARKET OPTIONS. LOWER COSTS FOR COVERAGE TRANSLATE INTO SAVINGS FOR MEMBER DISTRICTS WHILE EXTRA EMPHASIS ON RISK MANAGEMENT RESULTS IN FEWER SUCCESSFUL CLAIMS AGAINST THE DISTRICT.MTSUIP (UNEMPLOYMENT INSURANCE PROGRAM): THE MONTANA SCHOOL BOARDS ASSOCIATION ADMINISTERS A SELF-FUNDED INSURANCE POOL FOR THE MONTANA SCHOOLS UNEMPLOYMENT INSURANCE PROGRAM (MTSUIP). RATES ARE SIGNIFICANTLY LOWER THAN COVERAGE COSTS THROUGH THE STATE OF MONTANA. LOWER COSTS FOR COVERAGE TRANSLATE INTO SAVINGS FOR MEMBER DISTRICTS WHILE EXTRA EMPHASIS ON RISK MANAGEMENT RESULTS IN FEWER SUCCESSFUL CLAIMS AGAINST THE MEMBER DISTRICTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$151,956$125,780ADMINISTRATIVE LEADER SEARCH SERVICES INCLUDE ADVERTISING OPEN POSITIONS, APPLICATION PROCESS ASSISTANCE, SCREENING, INTERVIEWING, BACKGROUND CHECKS, CONTRACT NEGOTIATION, LEGAL ASSISTANCE, ALIGNMENT OF THE SEARCH WITH STRATEGIC GOALS OF THE DISTRICT AND TRAINING IN THE HIRING PROCESS.
$181,891$110,681MEMBER OUTREACH.MTSBA PUBLISHES PUBLICATIONS IN QUARTERLY, MONTHLY, WEEKLY AND DAILY FORMATS.MTSBA PROVIDES ITS MEMBERS INFORMATION ON CRITICAL ISSUES AFFECTING PUBLIC EDUCATION AS LEARNING RESOURCES TO ASSIST ITS MEMBERS IN IMPROVING PERFORMANCE AND ALIGNING THEIR SERVICES TO THE PEOPLES' GOAL OF DEVELOPING THE FULL POTENTIAL OF EACH PERSON THROUGH MONTANA'S SYSTEM OF PUBLIC SCHOOLS. MTSBA ALSO MAINTAINS AND PUBLISHES UPDATES OF INFORMATION FOR BOTH ITS MEMBERS AND THE PUBLIC ON THE FOLLOWING WEBSITES: MTSBA.ORG, MSGIA.ORG, MTSUIP.ORG, MCEL.ORG, RISE4MONTANA.ORG AND COALITIONOFMTK12ADVOCATES.ORG.
$288,624$264,129POLICY SERVICES -MTSBA PROVIDES BOTH DUES-BASED AND FEE-BASED POLICY PRODUCTS AND SERVICES INCLUDING MODEL POLICIES AND MODEL STUDENT AND STAFF HANDBOOKS, CONSULTATION ON POLICY ISSUES INCLUDING ANALYSIS AND CUSTOMIZATION OF POLICIES TO MEET THE NEEDS OF THE INDIVIDUAL MEMBER. OUR FEE BASED CUSTOMIZED POLICY PROGRAM ALSO INCLUDES A MAINTENANCE PROGRAM TO ENSURE THAT OUR MEMBERS' POLICIES REMAIN CURRENT AND ALIGNED WITH THE LAW AT ALL TIMES.
$111,934$77,432MONTANA CONFERENCE OF EDUCATION LEADERSHIP (MCEL): MTSBA, IN CONJUNCTION WITH THE SCHOOL ADMINISTRATORS OF MONTANA (SAM), MONTANA RURAL EDUCATION ASSOCIATION (MREA) AND MONTANA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (MASBO) PROVIDE EDUCATIONAL & COLLABORATIVE OPPORTUNITIES AT THE MONTANA CONFERENCE OF EDUCATION LEADERSHIP (MCEL) EACH OCTOBER. MCEL IS THE LARGEST GATHERING OF PULBIC SCHOOL LEADERS IN MONTANA AND HAS BEEN OPERATING FOR OVER FORTY YEARS.
$119,860ADVOCACY -MTSBA ADVOCATES FOR COMMUNITY OWNERSHIP AND LOCAL CONTROL OF PUBLIC SCHOOLS AS ENVISIONED IN ARTICLE X SECTION 8 OF THE MONTANA CONSTITUTION. OUR ULTIMATE GOAL IS TO ACHIEVE AND SUPPORT A SYSTEM OF PUBLIC SCHOOLS WHICH DEVELOP THE FULL POTENTIAL OF EACH CHILD IN EVERY PUBLIC SCHOOL.
$58,292REIMBURSED PROGRAM EXPENSES -MTSBA IS REIMBURSED FOR VARIOUS EXPENSES WHICH ARE PROGRAM RELATED AND CONSIST OF REIMBURSED TRAVEL EXPENSES INCURRED IN SERVING ITS MEMBERS AND OTHER MISCELLANEOUS REIMBURSED FEES. THIS INCOME IS RELATED TO ALL PROGRAMS DESCRIBED IN THIS RETURN, BUT HAS NOT BEEN IDENTIFIED BY SPECIFIC PROGRAM.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$854,265TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$636,314TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,314,197TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAREN CARPARELLI CPA MTSBA CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4064422180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1863 GREAT NORTHERN BLVD STE 301AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
LANCE MELTON
EXECUTIVE DIRECTOR40.00Yes (X)Yes (X)$312,794$0$92,779
DEBRA SILK
CHIEF LEGAL COUNSEL/ASSOC EXEC DIR40.00Yes (X)$264,424$0$65,474
SCOTT WALTER
PAST PRESIDENT & DIR. REGION 115.00Yes (X)Yes (X)$0$0$0
TOM BILLTEEN
PRESIDENT & DIR. BUTTE MUNICIPAL5.00Yes (X)Yes (X)$0$0$0
SUE CORRIGAN
PRESIDENT ELECT & DIR. KALISPELL MUNICIPAL5.00Yes (X)Yes (X)$0$0$0
SOIBHAN HATHORN
DIR. HELENA MUNICIPAL5.00Yes (X)Yes (X)$0$0$0
BARB RILEY
DIR. REGION 15.00Yes (X)$0$0$0
IRIS KILL EAGLE
DIR. REGION 25.00Yes (X)$0$0$0
PAUL FINNICUM
DIR. REGION 35.00Yes (X)$0$0$0
KELLY DEY
DIR. REGION 45.00Yes (X)$0$0$0
RICK CUMMINGS
DIR. REGION 55.00Yes (X)$0$0$0
VACANT
DIR. REGION 65.00Yes (X)$0$0$0
ANN HOKANSON
DIR. REGION 75.00Yes (X)$0$0$0
KARA EDGAR
DIR. REGION 85.00Yes (X)$0$0$0
KRYSTAL ZENTNER
VICE PRESIDENT & DIR. REGION 95.00Yes (X)$0$0$0
VACANT
DIR. REGION 105.00Yes (X)$0$0$0
JENNIFER HOFFMAN
DIR. BILLINGS MUNICIPAL5.00Yes (X)$0$0$0
LEI-ANNA BERTELSEN
DIR. BOZEMAN MUNICIPAL5.00Yes (X)$0$0$0
MARK FINNICUM
DIR. GREAT FALLS MUNICIPAL5.00Yes (X)$0$0$0
ARLENE WALKER-ANDREWS
DIR. MISSOULA MUNICIPAL5.00Yes (X)$0$0$0
PAUL FINNICUM
ISBC CHAIR5.00Yes (X)$0$0$0
IRIS KILL EAGLE
ISBC VICE-CHAIR5.00Yes (X)$0$0$0
SHAWN BUBB
DIR. INSURANCE SERVICES40.00$254,737$0$56,474Yes (X)
ANDREW SEVER
DIR. LABOR RELATIONS40.00$153,515$0$46,351Yes (X)
KRIS GOSS
DIR. POLICY SERVICES40.00$132,742$0$44,274Yes (X)
TONY KOENIG
DIR. LEGAL SERVICES40.00$130,190$0$44,019Yes (X)
KEVIN BARTSCH
ASST. DIRECTOR -MSGIA40.00$127,876$0$43,788Yes (X)
LAREN CARPARELLI
DIR. MTSUIP/CFO MTSBA40.00$112,200$0$49,220Yes (X)
JULE WALKER
FORMER FIELD SERVICES SPECIALIST40.00$114,453$0$32,070Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,602,931TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$474,449TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K14IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$1,075,111MembershipDuesAmt
Total Contributions$1,075,111TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MSGIA (WORK COMP PROGR561000$1,917,513$1,917,513
LEGAL & LABOR SERVICES541100$587,738$587,738
MTSUIP (UNEMPLOYMENT P561000$517,007$517,007
WORKSHOPS & MCEL CONVE611600$466,990$466,990
POLICY SERVICES & ADMI541900$389,910$389,910

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$271,743TotalRevenueColumnAmt
Related Or Exempt Func Income$271,743RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,150,901TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$145,140TotalRevenueColumnAmt
Exclusion$145,140ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$385,316TotalRevenueColumnAmt
Exclusion$385,316ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$44,750OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$29,158OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$15,592OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,592TotalRevenueColumnAmt
Exclusion$15,592ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSED TRAVEL EXPE611600$34,866$34,866
REIMBURSED PROGRAM EXP611600$23,426$23,426
FieldValueIRS element (for citing)
Other Revenue Total$58,292OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,830,352TotalRevenueColumnAmt
Related Or Exempt Func Income$4,209,193RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$546,048ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$577,218TotalAmt
Program Services$420,370ProgramServicesAmt
Management And General$156,848ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$869,349TotalAmt
Program Services$700,282ProgramServicesAmt
Management And General$169,067ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$184,513TotalAmt
Program Services$149,678ProgramServicesAmt
Management And General$34,835ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$377,322TotalAmt
Program Services$273,361ProgramServicesAmt
Management And General$103,961ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$109,496TotalAmt
Program Services$84,826ProgramServicesAmt
Management And General$24,670ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,979TotalAmt
Management And General$61,979ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,258TotalAmt
Program Services$7,258ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,584TotalAmt
Management And General$1,584ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$209,006TotalAmt
Program Services$183,583ProgramServicesAmt
Management And General$25,423ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$68,992TotalAmt
Management And General$68,992ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$158,688TotalAmt
Program Services$70,064ProgramServicesAmt
Management And General$88,624ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,940TotalAmt
Program Services$10,023ProgramServicesAmt
Management And General$14,917ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MSGIA PROGRAM$1,901,714$1,901,714
MTSUIP PROGRAM$433,469$433,469
REIMB TRAVEL, MEETING,$281,770$44,556$237,214
ASSOCIATION DUES$38,333$4,000$34,333

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$46,539TotalAmt
Program Services$31,013ProgramServicesAmt
Management And General$15,526ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,352,170TotalAmt
Program Services$4,314,197ProgramServicesAmt
Management And General$1,037,973ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,370BOYAmt
EOY$1,370EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,569,926BOYAmt
EOY$5,300,795EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$318,433BOYAmt
EOY$107,242EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$203,962BOYAmt
EOY$199,917EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,341,467LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,245,472LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,025,954BOYAmt
EOY$3,095,995EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$423,845BOYAmt
EOY$521,945EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,543,490BOYAmt
EOY$9,227,264EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,489,985BOYAmt
EOY$1,488,837EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$572,512BOYAmt
EOY$665,864EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$342,633BOYAmt
EOY$357,919EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$423,845BOYAmt
EOY$521,945EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,828,975BOYAmt
EOY$3,034,565EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,714,515BOYAmt
EOY$6,192,699EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,714,515BOYAmt
EOY$6,192,699EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,543,490BOYAmt
EOY$9,227,264EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$478,182ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$2OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$985,740CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,003,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,024,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,055,355CurrentTaxYearMinus1YearAmt
Current Tax Year$1,075,111CurrentTaxYearAmt
Total$5,144,319TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,501,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,623,850CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,001,553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,971,398CurrentTaxYearMinus1YearAmt
Current Tax Year$4,125,448CurrentTaxYearAmt
Total$19,223,527TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,487,018CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,627,269CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,026,247CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,026,753CurrentTaxYearMinus1YearAmt
Current Tax Year$5,200,559CurrentTaxYearAmt
Total$24,367,846TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$24,367,846PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$366,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$363,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$364,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$375,784CurrentTaxYearMinus1YearAmt
Current Tax Year$530,456CurrentTaxYearAmt
Total$2,000,807TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$366,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$363,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$364,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$375,784CurrentTaxYearMinus1YearAmt
Current Tax Year$530,456CurrentTaxYearAmt
Total$2,000,807TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,853,620CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,991,093CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,390,388CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,402,537CurrentTaxYearMinus1YearAmt
Current Tax Year$5,731,015CurrentTaxYearAmt
Total$26,368,653TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92410PublicSupportCY509Pct
Public Support PY5090.92660PublicSupportPY509Pct
Investment Income CY0.07590InvestmentIncomeCYPct
Investment Income PY0.07340InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$35,958FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$83,902FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$119,860FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,232,310FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,352,170FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$417,609FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$104,402FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$384,583CurrentYearMinus3Amt
Current Year Minus2$384,340CurrentYearMinus2Amt
Current Year Minus1$397,746CurrentYearMinus1Amt
Current Year$417,609CurrentYearAmt
Total$1,584,278TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,376,417LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$95,784CurrentYearMinus3Amt
Current Year Minus2$117,065CurrentYearMinus2Amt
Current Year Minus1$119,665CurrentYearMinus1Amt
Current Year$119,860CurrentYearAmt
Total$452,374TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$96,146CurrentYearMinus3Amt
Current Year Minus2$96,085CurrentYearMinus2Amt
Current Year Minus1$99,437CurrentYearMinus1Amt
Current Year$104,402CurrentYearAmt
Total$396,070TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$594,105GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$28,735CurrentYearMinus3Amt
Current Year Minus2$35,120CurrentYearMinus2Amt
Current Year Minus1$35,899CurrentYearMinus1Amt
Current Year$35,958CurrentYearAmt
Total$135,712TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$362,633BeginningBalanceAmt
Additions During Year$51,770AdditionsDuringYearAmt
Distributions During Year$56,484DistributionsDuringYearAmt
Ending Balance$357,919EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$225,284OtherCostOrOtherBasisAmt
Book Value$225,284BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,502,867OtherCostOrOtherBasisAmt
Depreciation$925,306DepreciationAmt
Book Value$2,577,561BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$613,316OtherCostOrOtherBasisAmt
Depreciation$320,166DepreciationAmt
Book Value$293,150BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,095,995TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDEFFERED COMPENSATION ASSETDesc
Book Value$521,945BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$521,945TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATION PAYABLEDesc
Amt$521,945Amt
FieldValueIRS element (for citing)
Total Liability$521,945TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,359,384TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$3,359,384RevenueSubtotalAmt
Other Revenues Not Included$2,470,968OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,470,968RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,830,352TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,881,202TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,881,202ExpensesSubtotalAmt
Other Expenses Not Included$2,470,968OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,470,968ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,352,170TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1B:MTSBA IS CUSTODIAN (CASH) FOR THE INDIAN SCHOOL BOARD CAUCUS ($357,919). THESE FUNDS ARE HELD FOR THIS ORGANIZATION AND DISBURSED AS REQUIRED.
PART IV, LINE 2B:MTSBA IS CUSTODIAN (CASH) FOR THE INDIAN SCHOOL BOARD CAUCUS ($357,919). THESE FUNDS ARE HELD FOR THIS ORGANIZATION AND DISBURSED AS REQUIRED.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED TRAVEL 34,866. MSGIA & MTSUIP THIRD PARTY ADMINISTRATION 2,434,520. BANK FEES 1,582.
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED TRAVEL 34,866. MSGIA & MTSUIP THIRD PARTY ADMINISTRATION 2,434,520. BANK FEES 1,584. ROUNDING -2.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LANCE MELTON
EXECUTIVE DIRECTOR$255,840$0$20,568$0$36,386$0$61,779$0$31,000$0$405,573$0$0$0
DEBRA SILK
CHIEF LEGAL COUNSEL/ASSOC EXEC DIR$190,320$0$17,600$0$56,504$0$45,474$0$20,000$0$329,898$0$0$0
SHAWN BUBB
DIR. INSURANCE SERVICES$189,536$0$13,367$0$51,834$0$25,474$0$31,000$0$311,211$0$0$0
ANDREW SEVER
DIR. LABOR RELATIONS$130,000$0$12,800$0$10,715$0$15,351$0$31,000$0$199,866$0$0$0
KRIS GOSS
DIR. POLICY SERVICES$116,000$0$9,550$0$7,192$0$13,274$0$31,000$0$177,016$0$0$0
TONY KOENIG
DIR. LEGAL SERVICES$120,900$0$6,100$0$3,190$0$13,019$0$31,000$0$174,209$0$0$0
KEVIN BARTSCH
ASST. DIRECTOR -MSGIA$114,794$0$8,136$0$4,946$0$12,788$0$31,000$0$171,664$0$0$0
LAREN CARPARELLI
DIR. MTSUIP/CFO MTSBA$90,000$0$7,200$0$15,000$0$29,220$0$20,000$0$161,420$0$0$0
JULE WALKER
FORMER FIELD SERVICES SPECIALIST$100,100$0$4,430$0$9,923$0$11,445$0$20,625$0$146,523$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AMTSBA PROVIDES AN ON-SITE HEALTH CLUB FACILITY FOR THE BENEFIT OF IT'S EMPLOYEES. PERSONAL USE OF VEHICLE EXPENSES WERE PAID BY MTSBA AND TAXED TO EMPLOYEES AS A FRINGE BENEFIT.
PART I, LINE 4BMTSBA EXECUTIVE DIRECTOR LANCE MELTON, MTSBA CHIEF LEGAL COUNSEL & ASSOCIATE EXECUTIVE DIRECTOR, DEBRA SILK, MTSBA CFO & DIRECTOR OF MTSUIP, LAREN CARPARELLI & MSGIA DIRECTOR OF INSURANCE SERVICES, SHAWN BUBB, PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. CURRENT CONTRIBUTIONS ARE REPORTED FOR ALL EMPLOYEES AFFECTED EACH YEAR. THERE WERE NO PAYOUTS IN THE CURRENT YEAR.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MTSBA'S MEMBERS CONSIST OF THE ELECTED SCHOOL BOARDS OF MONTANA PUBLIC SCHOOL DISTRICTS. MTSBA MEMBERSHIP ENCOMPASSES ALL BUT 2-5 OF THE SMALLEST SCHOOL DISTRICTS IN THE STATE IN ANY GIVEN YEAR.
FORM 990, PART VI, SECTION A, LINE 7ATHE ASSOCIATION IS GOVERNED BY AN 18-20 MEMBER BOARD OF DIRECTORS, ELEVEN OF WHOM ARE ELECTED FROM GEOGRAPHIC REGIONS THROUGHOUT THE STATE. SEVEN DIRECTORS ARE APPOINTED BY THE SEVEN LARGEST MEMBERS OF MTSBA, BASED ON STUDENT ENROLLMENT, CURRENTLY INCLUDING BILLINGS, BOZEMAN, BUTTE, GREAT FALLS, HELENA, KALISPELL, AND MISSOULA. TWO DIRECTORS ARE ELECTED BY THE MTSBA INDIAN SCHOOL BOARD CAUCUS (ISBC) IN ACCORDANCE WITH THE ASSOCIATION BYLAWS, WITH THE CHAIR AND VICE CHAIR OF ISBC DESIGNATED AS DIRECTORS OF MTSBA IN MTSBA'S BYLAWS. DESIGNATION AS AN ISBC DIRECTOR CAN RUN CONCURRENT WITH ELECTION OR APPOINTMENT TO ANY OTHER SEAT ON THE BOARD IF HELD BY THE SAME PERSON.
FORM 990, PART VI, SECTION A, LINE 7BA VARIETY OF DECISIONS OF THE MTSBA BOARD ARE SUBJECT TO APPROVAL BY THE MEMBERS. SPECIFIC EXAMPLES INCLUDE LEGISLATIVE AND OTHER RESOLUTIONS, DUES INCREASES AND BYLAWS CHANGES, ALL OF WHICH ARE SUBJECT TO APPROVAL BY THE MTSBA MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS OF REVIEW FOR 990 - MTSBA'S CFO/CPA PRELIMINARILY PREPARES THE 990 AFTER THE INDEPENDENT AUDIT HAS BEEN COMPLETED. THE MTSBA EXECUTIVE DIRECTOR AND GENERAL COUNSEL REVIEW THE 990 IN DETAIL WITH THE CFO TO ENSURE ITS ACCURACY IN TERMS OF NUMBERS, NARRATIVE AND ANSWERS TO ALL QUESTIONS. UPON COMPLETION OF SUCH REVIEW, THE FINAL DRAFT IS PROVIDED TO THE MTSBA BOARD OF DIRECTORS FOR ITS INFORMATION AND IN ORDER TO ALLOW THE BOARD ANY INPUT IT MAY HAVE REGARDING THE COMPLETED 990 BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CDESCRIPTION OF CONFLICT OF INTEREST PROCEDURE - THE MTSBA BOARD OF DIRECTORS SIGN OFF ANNUALLY ON A CONFLICT OF INTEREST POLICY ACKNOWLEDGING RECEIPT AND REQUIRING DISCLOSURE OF ANY CONFLICT. WHEN CONSIDERING FINANCIAL TRANSACTIONS WE ARE CAREFUL TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND RAISE SUCH ISSUES BEFORE THE MTSBA BOARD WHEN A POTENTIAL CONFLICT IS IDENTIFIED. WE ALSO SPECIFICALLY FOLLOW SECTION 35-2-418 (DIRECTOR CONFLICT OF INTEREST) OF THE MONTANA CODE ANNOTATED. FINALLY, WHEN A FINANCIAL TRANSACTION WITH A RELATED PARTY OCCURS, THE RELATED BOARD OR STAFF MEMBER IS REMOVED FROM DECISION MAKING AUTHORITY OVER THE INITIATION, CONTINUATION AND CESSATION OF SUCH SERVICES.
FORM 990, PART VI, SECTION B, LINE 15DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR: THE MTSBA BOARD ANNUALLY DETERMINES THE REASONABLENESS AND COMPARABILITY OF THE EXECUTIVE DIRECTOR'S SALARY. SUCH COMPARISON IS ACCOMPLISHED THROUGH A REVIEW OF COMPENSATION OF ALL OTHER COMPARABLE STATE SCHOOL BOARD ASSOCIATIONS. THE BOARD'S REVIEW ALSO INCORPORATES AND INDEXES THE RELATIVE COST OF LIVING AND LONGEVITY OF IT'S EXECUTIVE DIRECTOR IN COMPARISON TO CHIEF EXECUTIVE OFFICERS IN PEER ORGANIZATIONS. DETERMINATION OF COMPENSATION FOR MTSBA STAFF: SALARIES FOR MTSBA STAFF ARE ANNUALLY ASSESSED AND COMPARED TO SALARIES OF OTHER STAFF IN SIMILAR POSITIONS IN STATE SCHOOL BOARD ASSOCIATIONS OF SIMILAR SIZE. MTSBA ALSO ASSESSES THE REASONABLENESS OF SALARIES AND BENEFITS IN COMPARISON TO MONTANA PUBLIC AND PRIVATE NONPROFIT SECTORS.
FORM 990, PART VI, SECTION C, LINE 18MTSBA'S FORM 990 IS PUBLISHED ANNUALLY ON GUIDESTAR.COM.
FORM 990, PART VI, SECTION C, LINE 19HOW MTSBA MAKES GOVERNING DOCS AVAILABLE TO THE PUBLIC: MTSBA COMPLIES WITH ALL PUBLIC DISCLOSURE REQUIREMENTS FOR EXEMPT ORGANIZATIONS AS FULLY OUTLINED BY THE IRS IN ITS APPLICABLE REGULATIONS. MTSBA'S FORM 990 IS ALSO PUBLISHED ANNUALLY ON GUIDESTAR.COM.
FORM 990, PART XI, LINE 9:ROUNDING 2.
FORM 990, PART XII LINE 2C EXPLANATIONTHE PROCESS FOR AUDIT OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MONTANA SCHOOL LEGISLATIVE ACTION COMMITTEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1863 GREAT NORTHERN BLVD STE 301AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd
FieldValueIRS element (for citing)
EIN810538088EIN
Primary ActivitiesINACTIVE -LOBBYING - DISSOLVED FY2023PrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd
Exempt Code Section501(C)4ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MONTANA SCHOOL BOARDS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MONTANA SCHOOLS LEGISLATIVE ACTION COMMITTEE (INACTIVE - DISOLVED FY 2023)BusinessNameLine1Txt