2025-11-14T12:39:35-06:00 2025-06-30 990 2024-07-01 810247703 MONTANA SCHOOL BOARDS ASSOCIATION MONT 4064422180 863 GREAT NORTHERN BLVD 301 HELENA MT 59601 LANCE MELTON EXECUTIVE DIRECTOR 4064422180 2025-11-14 1 2024 2025-03-06 01:10:19Z LANCE MELTON 863 GREAT NORTHERN BLVD STE 301 HELENA MT 59601 6464315 0 X WWW.MTSBA.ORG X 1926 MT MTSBA'S MISSION IS TO DEVELOP THE FULL POTENTIAL OF EACH CHILD THROUGH SCHOOL BOARD LEADERSHIP. 20 20 25 0 0 0 1093963 1134634 4552807 4558212 328289 331087 461685 439375 6436744 6463308 0 0 0 0 2158610 2425656 0 0 0 3622919 3785631 5781529 6211287 655215 252021 10408659 11432441 3560745 4332506 6847914 7099935 X MTSBA'S MISSION IS TO DEVELOP THE FULL POTENTIAL OF EACH CHILD THROUGH SCHOOL BOARD LEADERSHIP. 0 0 936174 642396 LEGAL SERVICES AND LABOR RELATIONS.SEE SCHEDULE O.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) HAS A LONG-STANDING RECORD OF PROVIDING EXCEPTIONAL LEGAL SERVICES TO MEMBER SCHOOL BOARDS THROUGHOUT MONTANA. OUR COMMITMENT TO EXCELLENCE IS UNWAVERING, AS WE PROVIDE BOTH DUES-BASED AND FEE-BASED LEGAL SUPPORT DESIGNED TO MEET THE UNIQUE NEEDS OF EACH MTSBA MEMBER. WE OPERATE IN STRICT COMPLIANCE WITH THE ETHICAL STANDARDS GOVERNING THE PRACTICE OF LAW, ENSURING THAT OUR SERVICES ARE NOT ONLY RELIABLE BUT ALSO UPHOLD THE HIGHEST PRINCIPLES OF INTEGRITY. OUR STEADFAST SUPPORT OF MONTANA'S EDUCATIONAL LEADERS HAS CULTIVATED A ROBUST, ETHICAL, AND EFFECTIVE LEARNING ENVIRONMENT FOR EVERY CHILD IN THE STATE. 210942 283528 PROFESSIONAL DEVELOPMENT.SEE SCHEDULE O.SINCE ITS INCEPTION IN 1926, THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) HAS STOOD AT THE FOREFRONT OF PROFESSIONAL DEVELOPMENT FOR PUBLIC SCHOOL LEADERS. WE FOSTER EXCELLENCE IN EDUCATION THROUGH A DIVERSE ARRAY OF TRAINING OPPORTUNITIES. OUR OFFERINGS INCLUDE BOTH DUES-BASED AND FEE-BASED PROGRAMS DELIVERED IN VARIOUS FORMATS-VIRTUAL, IN-PERSON, AND HYBRID-ENSURING ACCESSIBILITY TO HIGH QUALITY PROFESSIONAL DEVELOPMENT AT THE CONVENIENCE OF OUR MEMBERS ACROSS THE STATE OF MONTANA.WITH WEEKLY, MONTHLY, SEASONAL, AND ANNUAL TRAINING SESSIONS, WE HAVE MET THE EVOLVING NEEDS OF OUR EDUCATION LEADERS. MOREOVER, WE TAILOR ON-SITE TRAINING AT LOCAL DISTRICTS, EMPOWERING OUR MEMBERS WITH CUSTOMIZED CONTENT THAT ADDRESSES THEIR SPECIFIC NEEDS. OUR STRATEGIC PLANNING FACILITATION ENABLES LEADERS TO ENGAGE EFFECTIVELY WITH STUDENTS, FAMILIES, AND COMMUNITIES, ENSURING THAT PUBLIC SCHOOL PROGRAMS AND SERVICES ARE ALIGNED WITH THE COLLECTIVE GOAL OF DEVELOPING THE FULL POTENTIAL OF EVERY INDIVIDUAL. MTSBA TRAINING PROGRAMS PROVIDE POSITIVE CHANGE IN OUR EDUCATION SYSTEM AND THE COMMUNITIES WE SERVE. 2889915 3112184 SELF FUNDED INSURANCE PROGRAMS FOR MEMBERS.SEE SCH O.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) ADMINISTERS THE MONTANA SCHOOL DISTRICTS' WORKERS' COMPENSATION RISK AND RETENTION PROGRAM (WCRRP), THE LARGEST SELF-FUNDED PROGRAM OF ITS KIND IN THE STATE. SERVING OVER 25,000 PUBLIC SCHOOL EMPLOYEES, WCRRP STANDS AS A TESTAMENT TO OUR COMMITMENT TO ENHANCE WORKPLACE SAFETY AND PROVIDE EXCEPTIONAL WORKERS' COMPENSATION COVERAGE.OUR PROGRAM OFFERS COMPETITIVELY PRICED COVERAGE ALONGSIDE AN EXTENSIVE SUITE OF VALUE ADDED SERVICES TAILORED TO EACH MEMBER DISTRICT. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO COMPREHENSIVE TRAINING IN ALL FACETS OF SCHOOL DISTRICT RISK MANAGEMENT, EQUIPPING OUR MEMBERS WITH THE TOOLS THEY NEED TO EFFECTIVELY MITIGATE RISKS. BY FOCUSING ON PROACTIVE RISK MANAGEMENT, WE NOT ONLY DRIVE DOWN THE COSTS OF COVERAGE-RESULTING IN SIGNIFICANT SAVINGS FOR OUR MEMBER DISTRICTS-BUT ALSO FOSTER A SAFER WORK ENVIRONMENT, LEADING TO FEWER CLAIMS AGAINST THE DISTRICTS. THROUGH WCRRP, WE EXEMPLIFY OUR DEDICATION TO THE WELL-BEING OF OUR SCHOOL EMPLOYEES AND THE FINANCIAL HEALTH OF OUR MONTANA'S PUBLIC SCHOOLS.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) ADMINISTERS A SELF-FUNDED PROPERTY AND CASUALTY PROGRAM THAT PROVIDES COMPREHENSIVE COVERAGE TO OUR MEMBERS AT HIGHLY COMPETITIVE RATES. OUR PROGRAM GOES BEYOND THE TYPICAL MARKET OPTIONS, DELIVERING EXCEPTIONAL MEMBER SERVICES THAT ARE TAILORED TO THE UNIQUE NEEDS OF EACH OF OUR SCHOOL DISTRICTS.BY OFFERING LOWER COSTS FOR COVERAGE, WE ENABLE MEMBER DISTRICTS TO ACHIEVE SUBSTANTIAL SAVINGS, ALLOWING THEM TO ALLOCATE RESOURCES MORE EFFECTIVELY TO SUPPORT THEIR EDUCATIONAL MISSIONS. ADDITIONALLY, OUR STRONG EMPHASIS ON RISK MANAGEMENT NOT ONLY ASSISTS DISTRICTS IN MINIMIZING POTENTIAL LIABILITIES BUT ALSO LEADS TO A SIGNIFICANT REDUCTION IN THE NUMBER OF CLAIMS. THROUGH OUR PROPERTY AND CASUALTY PROGRAM, WE DEMONSTRATE OUR UNWAVERING COMMITMENT TO SAFEGUARDING THE INTERESTS OF MONTANA'S PUBLIC SCHOOLS, ENSURING A SECURE ENVIRONMENT FOR STUDENTS, STAFF, AND THE BROADER COMMUNITY.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) ADMINISTERS THE MONTANA SCHOOLS UNEMPLOYMENT INSURANCE PROGRAM (MTSUIP), A SELF-FUNDED INSURANCE POOL DESIGNED TO PROVIDE OUTSTANDING COVERAGE FOR OUR MEMBER DISTRICTS. OUR COMPETITIVE RATES ARE SIGNIFICANTLY LOWER THAN THOSE OFFERED BY THE STATE OF MONTANA, ENSURING THAT OUR MEMBERS RECEIVE EXCEPTIONAL VALUE.THE FINANCIAL BENEFITS OF LOWER COVERAGE COSTS DIRECTLY TRANSLATE INTO SUBSTANTIAL SAVINGS FOR MEMBER DISTRICTS, ALLOWING THEM TO ALLOCATE RESOURCES MORE EFFECTIVELY TOWARD ENRICHING EDUCATIONAL PROGRAMS. ADDITIONALLY, OUR PROGRAM PLACES A STRONG EMPHASIS ON EFFECTIVE RISK MANAGEMENT PRACTICES THROUGH MULTIPLE TRAININGS AND OTHER AVAILABLE RESOURCES, WHICH LEADS TO A NOTABLE REDUCTION IN CLAIMS AGAINST THE DISTRICTS. THROUGH MTSUIP, WE REAFFIRM OUR DEDICATION TO SUPPORTING MONTANA'S PUBLIC SCHOOLS BY PROMOTING FISCAL RESPONSIBILITY AND ENHANCING THE OVERALL STABILITY OF OUR EDUCATIONAL WORKFORCE 184326 24460 ADMINISTRATIVE LEADERS SEARCH SERVICES.OUR ADMINISTRATIVE LEADERS SEARCH SERVICES PROVIDE COMPREHENSIVE SUPPORT FOR SCHOOL DISTRICTS IN THEIR PURSUIT OF EXCEPTIONAL LEADERSHIP. WE EXPERTLY HANDLE THE ENTIRE RECRUITMENT PROCESS, FROM ADVERTISING OPEN POSITIONS TO GUIDING CANDIDATES THROUGH THE APPLICATION PROCESS. WE ASSIST OUR MEMBERS WITH RIGOROUS SCREENING AND INTERVIEWING, THOROUGH EMPLOYMENT BACKGROUND CHECKS, AND CONTRACT NEGOTIATION AND FINALIZATION OF THE EMPLOYMENT CONTRACT TO ENSURE A SEAMLESS HIRING EXPERIENCE.WE ALIGN OUR SEARCH EFFORTS WITH THE STRATEGIC GOALS OF EACH DISTRICT, ENSURING THAT THE SELECTED LEADERS ARE NOT ONLY QUALIFIED BUT ALSO A PERFECT FIT FOR THE ORGANIZATIONAL VISION. ADDITIONALLY, WE OFFER LEGAL ASSISTANCE AND TARGETED TRAINING IN THE HIRING PROCESS, EMPOWERING DISTRICTS TO MAKE INFORMED DECISIONS THAT CONTRIBUTE TO THEIR LONG-TERM SUCCESS. THROUGH OUR DEDICATED APPROACH, WE EFFECTIVELY FACILITATE EACH MEMBER'S SELECTION OF VISIONARY LEADERS WHO ARE THEN POISED TO DRIVE EDUCATIONAL EXCELLENCE AND FOSTER A VIBRANT SCHOOL COMMUNITY. 166860 135369 MEMBER OUTREACH.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) KEEPS ITS MEMBERS INFORMED AND ENGAGED THROUGH A RANGE OF PUBLICATIONS RELEASED IN QUARTERLY, MONTHLY, WEEKLY, AND DAILY FORMATS. WE PROVIDE CRITICAL INFORMATION ON ISSUES AFFECTING PUBLIC EDUCATION, EQUIPPING OUR MEMBERS WITH INVALUABLE RESOURCES THAT EMPOWER THEM TO ENHANCE PERFORMANCE AND ALIGN THEIR SERVICES WITH THE COLLECTIVE GOAL OF DEVELOPING THE FULL POTENTIAL OF EACH INDIVIDUAL WITHIN MONTANA'S PUBLIC SCHOOL SYSTEM.IN ADDITION TO OUR PUBLICATIONS, MTSBA ENSURES THAT BOTH MEMBERS AND THE PUBLIC HAVE ACCESS TO UP-TO-DATE INFORMATION THROUGH OUR COMPREHENSIVE ONLINE PRESENCE. WE MAINTAIN AND REGULARLY PUBLISH UPDATES ON SEVERAL WEBSITES, INCLUDING MTSBA.ORG, MSGIA.ORG, MTSUIP.ORG, MCEL.ORG, AND COALITIONOFMTK12ADVOCATES.ORG. THROUGH THESE PLATFORMS, WE REINFORCE OUR COMMITMENT TO TRANSPARENCY AND COLLABORATION, FOSTERING A STRONG EDUCATIONAL COMMUNITY THAT THRIVES ON SHARED KNOWLEDGE AND RESOURCES. 371896 299136 POLICY SERVICES.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) OFFERS A COMPREHENSIVE SUITE OF POLICY SERVICES DESIGNED TO SUPPORT OUR MEMBERS IN NAVIGATING THE COMPLEXITIES OF EDUCATIONAL GOVERNANCE. OUR OFFERINGS INCLUDE BOTH DUES-BASED AND FEE-BASED POLICY SERVICES, FEATURING MODEL POLICIES FOR VARIOUS SIZED SCHOOL SYSTEMS AND COOPERATIVES AND MODEL STUDENT AND STAFF HANDBOOKS THAT SERVE AS FOUNDATIONAL RESOURCES FOR SCHOOL DISTRICTS.WE PROVIDE EXPERT CONSULTATION ON A WIDE RANGE OF POLICY ISSUES, INCLUDING THOROUGH ANALYSIS AND CUSTOMIZATION TO SUIT THE UNIQUE NEEDS OF EACH MEMBER DISTRICT. OUR FEE-BASED CUSTOMIZED POLICY PROGRAM INCLUDES A PROACTIVE MAINTENANCE COMPONENT, ENSURING THAT OUR MEMBERS' POLICIES REMAIN CURRENT AND FULLY COMPLIANT WITH EVOLVING LEGAL STANDARDS. THROUGH THESE SERVICES, WE EMPOWER SCHOOL LEADERS TO MAKE INFORMED DECISIONS THAT FOSTER EFFECTIVE GOVERNANCE AND ENHANCE THE OVERALL QUALITY OF EDUCATION IN MONTANA'S PUBLIC SCHOOLS. 118851 61139 MONTANA CONFERENCE OF EDUCATION LEADERSHIP (MCEL).THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA), IN PARTNERSHIP WITH THE SCHOOL ADMINISTRATORS OF MONTANA (SAM), MONTANA RURAL EDUCATION ASSOCIATION (MREA), AND THE MONTANA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (MASBO) HOSTS THE MONTANA CONFERENCE OF EDUCATION LEADERSHIP (MCEL) EACH OCTOBER. THIS FLAGSHIP EVENT REPRESENTS THE LARGEST GATHERING OF PUBLIC SCHOOL LEADERS IN MONTANA AND HAS BEEN A CORNERSTONE OF EDUCATIONAL COLLABORATION FOR OVER FOUR DECADES.AT MCEL, WE PROVIDE INVALUABLE EDUCATIONAL AND COLLABORATIVE OPPORTUNITIES DESIGNED TO INSPIRE AND EQUIP SCHOOL LEADERS WITH THE TOOLS AND KNOWLEDGE NECESSARY TO NAVIGATE THE EVOLVING LANDSCAPE OF PUBLIC EDUCATION. ATTENDEES ENGAGE IN DYNAMIC SESSIONS, WORKSHOPS, AND NETWORKING EVENTS THAT FOSTER INNOVATION, BEST PRACTICES, AND PROACTIVE STRATEGIES FOR ENHANCING EDUCATIONAL OUTCOMES. THROUGH MCEL, WE REAFFIRM OUR COMMITMENT TO STRENGTHENING LEADERSHIP ACROSS MONTANA'S PUBLIC SCHOOLS, ENSURING THAT EVERY LEADER IS EMPOWERED TO DRIVE EXCELLENCE IN EDUCATION. 170291 0 ADVOCACY.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) IS A STEADFAST ADVOCATE FOR COMMUNITY OWNERSHIP AND LOCAL CONTROL OF PUBLIC SCHOOLS, EMBODYING THE PRINCIPLES OUTLINED IN ARTICLE X, SECTION 8 OF THE MONTANA CONSTITUTION. WE BELIEVE THAT EMPOWERING LOCAL COMMUNITIES IS ESSENTIAL TO FOSTERING AN EDUCATION SYSTEM THAT MEETS THE DISTINCT NEEDS OF EACH STUDENT.MTSBA CHAMPIONS A PUBLIC EDUCATION FRAMEWORK THAT DEVELOPS THE FULL POTENTIAL OF EACH CHILD, ENSURING THAT EACH PUBLIC SCHOOL PROVIDES AN ENRICHING AND SUPPORTIVE ENVIRONMENT. THROUGH PROACTIVE ADVOCACY EFFORTS, WE WORK COLLABORATIVELY WITH STAKEHOLDERS, POLICYMAKERS, AND COMMUNITY MEMBERS TO PROMOTE POLICIES THAT ENHANCE EDUCATIONAL OPPORTUNITIES AND UPHOLD THE VALUES OF LOCAL GOVERNANCE IN MONTANA'S PUBLIC SCHOOLS. OUR COMMITMENT TO ADVOCACY REFLECTS OUR DEDICATION TO BUILDING A BRIGHTER FUTURE FOR EACH STUDENT AND COMMUNITY ACROSS THE STATE. 29963 REIMBURSED 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. 1012224 550067 5049255 1 0 0 1 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 25 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LAREN CARPARELLI CPA MTSBA CFO 4064422180 863 GREAT NORTHERN BLVD STE 301 HELENA MT 59601 LANCE MELTON EXECUTIVE DIRECTOR 40.00 X X 344305 0 139486 DEBRA SILK CHIEF LEGAL COUNSEL/ASSOC EXEC DIR. 40.00 X 278586 0 106740 SCOTT WALTER DIR. REGION 11 5.00 X 0 0 0 TOM BILLTEEN DIR. BUTTE MUNICIPAL 5.00 X 0 0 0 SUE CORRIGAN PAST PRES. & DIR. KALLISPEL 5.00 X X 0 0 0 SOIBHAN HATHORN DIR. HELENA MUNICIPAL 5.00 X 0 0 0 BARB RILEY DIR. REGION 1 5.00 X 0 0 0 IRIS KILL EAGLE DIR. REGION 2 & ISBC CHAIR 5.00 X 0 0 0 YANCEY BESTON DIR. REGION 3 & ISBC VICE CHAIR 5.00 X 0 0 0 VACANT DIR. REGION 4 5.00 X 0 0 0 RICK CUMMINGS PRES ELECT & DIR. REGION 5 5.00 X X 0 0 0 STEPHANIE ESCH DIR. REGION 6 5.00 X 0 0 0 SHARON ANDERSON DIR. REGION 7 5.00 X 0 0 0 VACANT DIR. REGION 8 5.00 X 0 0 0 KRYSTAL ZENTNER PRESIDENT & DIR. REGION 9 5.00 X X 0 0 0 KIM KNOBLOCH DIR. REGION 10 5.00 X 0 0 0 JENNIFER HOFFMAN VICE PRES. & DIR. BILLINGS MUNICIPAL 5.00 X X 0 0 0 LEI-ANNA BERTELSEN DIR. BOZEMAN MUNICIPAL 5.00 X 0 0 0 BILL BRONSON DIR. GREAT FALLS MUNICIPAL 5.00 X 0 0 0 ARLENE WALKER-ANDREWS DIR. MISSOULA MUNICIPAL 5.00 X 0 0 0 SHAWN BUBB DIR. INSURANCE SERVICES 40.00 X 247278 0 80352 ANDREW SEVER DIR. LABOR RELATIONS 40.00 X 166861 0 72366 LAREN CARPARELLI DIR. MTSUIP/CFO MTSBA 40.00 X 232041 0 89755 EMILY DEAN DIR. MEMBER ENGAGEMENT 40.00 X 123597 0 45700 TONY KOENIG DIR. LEGAL SERVICES 40.00 X 143550 0 84979 KEVIN BARTSCH ASST. DIRECTOR MSGIA 40.00 X 130579 0 68682 ANDREW VIGELAND DIR. HR SERVICES 40.00 X 131967 0 75534 MATHEW KOMAC ASST DIR. MSGIA SERVICES 40.00 X 130362 0 68660 1929126 0 832254 18 0 1 0 DIAMOND CONSTRUCTION INC 2905 NORTH MONTANA AVE HELENA MT 59601 BUILDING RENOVATION 363100 1 1134634 1134634 MSGIA (WORK COMP PROGR 561000 2426758 2426758 LEGAL & LABOR SERVICES 541100 642396 642396 MTSUIP (UNEMPLOYMENT P 561000 463157 463157 WORKSHOPS & MCEL CONVE 611600 344667 344667 POLICY SERVICES & ADMI 541900 323596 323596 357638 357638 4558212 332094 332094 409412 409412 1007 -1007 -1007 -1007 REIMBURSED PROGRAM EXP 611600 15750 15750 REIMBURSED TRAVEL EXPE 611600 14213 14213 29963 6463308 4588175 0 740499 1220972 846079 374893 591533 479508 112025 54766 44394 10372 448199 363319 84880 110186 83314 26872 27574 27574 4670 4670 252461 223743 28718 66018 66018 245250 12878 232372 133149 46661 86488 28703 9989 18714 MSGIA PROGRAM 2426758 2426758 MTSUIP PROGRAM 463157 463157 ASSOCIATION DUES 61750 4000 57750 REIMB TRAVEL, MEETING, 29045 14213 14832 47096 26572 20524 6211287 5049255 1162032 0 6366479 6884232 287585 287428 101496 382302 4548025 1442000 2996469 3106025 656630 772454 10408659 11432441 1700001 2359178 810300 808681 393814 392193 656630 772454 3560745 4332506 X 6847914 7099935 6847914 7099935 10408659 11432441 252021 0 X X 0 1 X 1 0 X 1024694 1055355 1075111 1093963 1134634 5383757 4001553 3971398 4125448 5342781 4587168 22028348 5026247 5026753 5200559 6436744 5721802 27412105 0 0 0 27412105 364141 375784 530456 735351 741506 2747238 364141 375784 530456 735351 741506 2747238 5390388 5402537 5731015 7172095 6463308 30159343 0.90890 0.91740 0.09110 0.08260 X 51087 119204 170291 6040996 6211287 460564 115141 0 0 397746 417609 439076 460564 1714995 2572493 119665 119860 145184 170291 555000 99437 104402 109769 115141 428749 643124 35899 35958 43555 51087 166499 1 393814 44948 46669 392093 1 X 225284 225284 3738492 1070905 2667587 584249 371095 213154 3106025 DEFFERED COMPENSATION ASSET 772454 772454 DEFERRED COMPENSATION PAYABLE 772454 772454 3559180 0 3559180 2904128 2904128 6463308 3307161 0 3307161 2904126 2904126 6211287 PART IV, LINE 1B: MTSBA IS CUSTODIAN (CASH) FOR THE INDIAN SCHOOL BOARD CAUCUS ($392,193). 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 ($392,193). THESE FUNDS ARE HELD FOR THIS ORGANIZATION AND DISBURSED AS REQUIRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED TRAVEL 14,213. MSGIA & MTSUIP THIRD PARTY ADMINISTRATION 2,889,915. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED TRAVEL 14,213. MSGIA & MTSUIP THIRD PARTY ADMINISTRATION 2,889,915. ROUNDING -2. 1 X X X X X 0 1 0 0 0 0 0 0 0 LANCE MELTON EXECUTIVE DIRECTOR 275000 0 22100 0 47205 0 68862 0 70624 0 483791 0 0 0 DEBRA SILK CHIEF LEGAL COUNSEL/ASSOC EXEC DIR. 217464 0 19700 0 41422 0 72005 0 34735 0 385326 0 0 0 SHAWN BUBB DIR. INSURANCE SERVICES 206935 0 16655 0 23688 0 24728 0 55624 0 327630 0 0 0 LAREN CARPARELLI DIR. MTSUIP/CFO MTSBA 198432 0 18000 0 15609 0 43047 0 46708 0 321796 0 0 0 ANDREW SEVER DIR. LABOR RELATIONS 140608 0 11900 0 14353 0 16686 0 55680 0 239227 0 0 0 TONY KOENIG DIR. LEGAL SERVICES 130765 0 11650 0 1135 0 14355 0 70624 0 228529 0 0 0 ANDREW VIGELAND DIR. HR SERVICES 114477 0 9500 0 7990 0 13197 0 62337 0 207501 0 0 0 KEVIN BARTSCH ASST. DIRECTOR MSGIA 121785 0 5581 0 3213 0 13058 0 55624 0 199261 0 0 0 MATHEW KOMAC ASST DIR. MSGIA SERVICES 117051 0 7124 0 6187 0 13036 0 55624 0 199022 0 0 0 EMILY DEAN DIR. MEMBER ENGAGEMENT 104612 0 10690 0 8295 0 12360 0 33340 0 169297 0 0 0 PART I, LINE 1A MTSBA 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 4B MTSBA 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. FORM 990, PART VI, SECTION A, LINE 6 THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) PROUDLY REPRESENTS THE ELECTED SCHOOL BOARDS OF PUBLIC SCHOOL DISTRICTS ACROSS MONTANA. OUR MEMBERSHIP ENCOMPASSES NEARLY ALL BUT A FEW OF THE SMALLEST SCHOOL DISTRICTS IN THE STATE EACH YEAR, REFLECTING OUR COMMITMENT TO INCLUSIVE REPRESENTATION AND SUPPORT FOR EDUCATIONAL LEADERS AT EVERY LEVEL. BY BRINGING TOGETHER DIVERSE VOICES AND PERSPECTIVES FROM ACROSS THE STATE, MTSBA FOSTERS A VIBRANT COMMUNITY DEDICATED TO THE ADVANCEMENT OF PUBLIC EDUCATION. OUR MEMBERS ARE INTEGRAL TO SHAPING THE FUTURE OF EDUCATION IN MONTANA, AND WE ARE HONORED TO SERVE AS THEIR ADVOCATE AND RESOURCE, EMPOWERING THEM TO DRIVE POSITIVE CHANGE WITHIN THEIR DISTRICTS. FORM 990, PART VI, SECTION A, LINE 7A THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) IS GOVERNED BY A DYNAMIC BOARD OF DIRECTORS, CONSISTING OF 18 TO 20 DEDICATED MEMBERS WHO ARE COMMITTED TO LEADING AND SUPPORTING PUBLIC EDUCATION IN OUR STATE. ELEVEN OF THESE DIRECTORS ARE ELECTED FROM VARIOUS GEOGRAPHIC REGIONS, ENSURING REPRESENTATION FROM ACROSS MONTANA. THE REMAINING SEVEN DIRECTORS ARE APPOINTED BY THE SEVEN LARGEST MEMBER DISTRICTS, BASED ON STUDENT ENROLLMENT, WHICH CURRENTLY INCLUDES BILLINGS, BOZEMAN, BUTTE, GREAT FALLS, HELENA, KALISPELL, AND MISSOULA. IN ADDITION, THE BOARD INCLUDES TWO DIRECTORS ELECTED BY THE INDIAN SCHOOL BOARD CAUCUS (ISBC), IN ACCORDANCE WITH OUR ASSOCIATION'S BYLAWS. THE CHAIR AND VICE-CHAIR OF THE ISBC ARE DESIGNATED AS DIRECTORS OF MTSBA, EMPHASIZING OUR COMMITMENT TO INCLUSION AND REPRESENTATION OF INDIGENOUS PERSPECTIVES. NOTABLY, AN INDIVIDUAL ELECTED OR APPOINTED TO A SEAT ON THE BOARD MAY CONCURRENTLY SERVE AS AN ISBC DIRECTOR, ENSURING COMPREHENSIVE LEADERSHIP THAT REFLECTS THE DIVERSE NEEDS AND VOICES OF MONTANA'S EDUCATIONAL COMMUNITY. THROUGH THIS GOVERNANCE STRUCTURE, MTSBA STRIVES TO EFFECTIVELY ADVOCATE FOR AND ENHANCE THE EDUCATIONAL LANDSCAPE THROUGHOUT THE STATE. FORM 990, PART VI, SECTION A, LINE 7B THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) OPERATES WITH A STRONG COMMITMENT TO DEMOCRATIC GOVERNANCE, ENSURING THAT A VARIETY OF SIGNIFICANT DECISIONS MADE BY THE BOARD OF DIRECTORS RECEIVE THE APPROVAL OF OUR VALUED MEMBERS. KEY EXAMPLES OF SUCH DECISIONS INCLUDE LEGISLATIVE RESOLUTIONS, DUES INCREASES, AND AMENDMENTS TO OUR BYLAWS. THIS COLLABORATIVE APPROACH NOT ONLY REINFORCES OUR DEDICATION TO TRANSPARENCY AND ACCOUNTABILITY BUT ALSO EMPOWERS OUR MEMBERS TO HAVE A DIRECT VOICE IN SHAPING THE POLICIES AND DIRECTION OF THE ASSOCIATION. BY ACTIVELY INVOLVING THE MEMBERSHIP IN THESE CRITICAL DECISIONS, MTSBA FOSTERS A SENSE OF OWNERSHIP AND ENGAGEMENT, ENSURING THAT THE COLLECTIVE INTERESTS OF PUBLIC SCHOOL DISTRICTS IN MONTANA ARE AT THE FOREFRONT OF OUR INITIATIVES. FORM 990, PART VI, SECTION B, LINE 11B PROCESS OF REVIEW FOR 990: THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) FOLLOWS A RIGOROUS AND COLLABORATIVE PROCESS FOR PREPARING AND REVIEWING FORM 990 FOLLOWING THE COMPLETION OF THE INDEPENDENT AUDIT. THE CHIEF FINANCIAL OFFICER (CFO) AND CPA INITIALLY DRAFT THE 990, ENSURING THAT IT REFLECTS OUR ORGANIZATION'S FINANCIAL AND OPERATIONAL INTEGRITY. ONCE THE PRELIMINARY DRAFT IS PREPARED, IT UNDERGOES A THOROUGH REVIEW BY THE EXECUTIVE DIRECTOR AND GENERAL COUNSEL IN PARTNERSHIP WITH THE CFO. THIS DETAILED EXAMINATION FOCUSES ON VERIFYING THE ACCURACY OF NUMERICAL DATA, NARRATIVE CONTENT, AND RESPONSES TO ALL REQUIRED QUESTIONS. UPON COMPLETION OF THIS COMPREHENSIVE REVIEW, THE FINAL DRAFT OF FORM 990 IS PRESENTED TO THE MTSBA BOARD OF DIRECTORS. THIS STEP IS VITAL, AS IT PROVIDES THE BOARD WITH AN OPPORTUNITY TO OFFER INPUT AND INSIGHTS REGARDING THE COMPLETED DOCUMENT PRIOR TO ITS SUBMISSION. THROUGH THIS METICULOUS PROCESS, MTSBA ENSURES THAT FORM 990 IS NOT ONLY ACCURATE BUT ALSO TRANSPARENTLY REPRESENTS OUR COMMITMENT TO RESPONSIBLE GOVERNANCE AND ACCOUNTABILITY. FORM 990, PART VI, SECTION B, LINE 12C DESCRIPTION OF CONFLICT OF INTEREST PROCEDURE: THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) PRIORITIZES TRANSPARENCY AND ETHICAL GOVERNANCE THROUGH ITS ROBUST CONFLICT OF INTEREST PROCEDURES. ANNUALLY, THE MTSBA BOARD OF DIRECTORS REVIEWS AND SIGNS OFF ON A COMPREHENSIVE CONFLICT OF INTEREST POLICY, WHICH INCLUDES AN ACKNOWLEDGMENT OF RECEIPT AND A REQUIREMENT FOR ALL MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS. IN OUR COMMITMENT TO RESPONSIBLE DECISION-MAKING, WE DILIGENTLY IDENTIFY AND ADDRESS ANY POTENTIAL CONFLICTS OF INTEREST WHEN CONSIDERING FINANCIAL TRANSACTIONS. IF A POTENTIAL CONFLICT IS DETECTED, WE ENSURE THAT THE ISSUE IS BROUGHT BEFORE THE MTSBA BOARD FOR DISCUSSION AND RESOLUTION. IN ADDITION TO OUR INTERNAL PROCEDURES, WE ADHERE STRICTLY TO SECTION 35-2-418 (DIRECTOR CONFLICT OF INTEREST) OF THE MONTANA CODE ANNOTATED, ENSURING COMPLIANCE WITH STATE REGULATIONS. WHEN A FINANCIAL TRANSACTION INVOLVES A RELATED PARTY, THE BOARD OR STAFF MEMBER ASSOCIATED WITH THAT TRANSACTION IS RECUSED FROM ALL DECISION-MAKING PROCESSES REGARDING THE INITIATION, CONTINUATION, OR CESSATION OF SERVICES. THIS APPROACH SAFEGUARDS OUR INTEGRITY AND REINFORCES OUR COMMITMENT TO KEEPING THE INTERESTS OF OUR MEMBERS AND THE PUBLIC AT THE FOREFRONT OF OUR ACTIONS. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR: THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) IS COMMITTED TO ENSURING THAT THE COMPENSATION OF ITS EXECUTIVE DIRECTOR IS BOTH REASONABLE AND COMPETITIVE. EACH YEAR, THE MTSBA BOARD CONDUCTS A THOROUGH EVALUATION OF THE EXECUTIVE DIRECTOR'S SALARY, BENCHMARKING IT AGAINST THE COMPENSATION PACKAGES OF COMPARABLE STATE SCHOOL BOARD ASSOCIATIONS. THIS COMPREHENSIVE REVIEW CONSIDERS NOT ONLY SALARY FIGURES BUT ALSO INCORPORATES AN ANALYSIS OF THE COST OF LIVING ADJUSTMENTS AND THE LONGEVITY OF THE EXECUTIVE DIRECTOR'S TENURE. ADDITIONALLY, THE BOARD EVALUATES THE COMPENSATION IN RELATION TO CHIEF EXECUTIVE OFFICERS WITHIN SIMILAR PEER ORGANIZATIONS, ENSURING THAT OUR COMPENSATION PRACTICES REFLECT INDUSTRY STANDARDS AND PROMOTE EQUITABLE REMUNERATION. THROUGH THIS DILIGENT PROCESS, MTSBA UNDERSCORES ITS COMMITMENT TO FAIR GOVERNANCE AND EFFECTIVE LEADERSHIP WITHIN THE ASSOCIATION. DETERMINATION OF COMPENSATION FOR MTSBA KEY EMPLOYEES & STAFF: THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) IS DEDICATED TO MAINTAINING FAIR AND COMPETITIVE COMPENSATION FOR ITS STAFF. EACH YEAR, WE CONDUCT A COMPREHENSIVE ASSESSMENT OF SALARIES, COMPARING THEM TO THOSE OF OTHER STAFF MEMBERS IN SIMILAR ROLES WITHIN STATE SCHOOL BOARD ASSOCIATIONS OF COMPARABLE SIZE. IN ADDITION TO THIS BENCHMARKING, MTSBA EVALUATES THE REASONABLENESS OF SALARIES AND BENEFITS IN RELATION TO THE BROADER LANDSCAPE OF BOTH PUBLIC AND PRIVATE NONPROFIT SECTORS IN MONTANA. THIS THOROUGH APPROACH ENSURES THAT OUR COMPENSATION PRACTICES ARE NOT ONLY EQUITABLE BUT ALSO REFLECTIVE OF THE VALUE AND EXPERTISE OUR STAFF BRING TO THE ORGANIZATION. BY PRIORITIZING COMPETITIVE SALARIES AND BENEFITS, MTSBA REINFORCES ITS COMMITMENT TO ATTRACTING AND RETAINING TALENTED PROFESSIONALS DEDICATED TO ADVANCING PUBLIC EDUCATION IN MONTANA. FORM 990, PART VI, SECTION C, LINE 18 MTSBA'S FORM 990 IS PUBLISHED ANNUALLY ON GUIDESTAR.COM. FORM 990, PART VI, SECTION C, LINE 19 HOW MTSBA MAKES GOVERNING DOCS AVAILABLE TO THE PUBLIC: THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) IS COMMITTED TO TRANSPARENCY AND ACCOUNTABILITY IN ITS OPERATIONS. WE FULLY COMPLY WITH ALL PUBLIC DISCLOSURE REQUIREMENTS FOR EXEMPT ORGANIZATIONS, AS OUTLINED BY THE IRS IN ITS APPLICABLE REGULATIONS. IN ADDITION TO MEETING THESE REGULATORY STANDARDS, MTSBA MAKES ITS FORM 990 PUBLICLY ACCESSIBLE BY PUBLISHING IT ANNUALLY ON GUIDESTAR.COM. THIS PLATFORM PROVIDES A VALUABLE RESOURCE FOR INDIVIDUALS AND ORGANIZATIONS SEEKING TO UNDERSTAND OUR FINANCIAL PRACTICES AND GOVERNANCE STRUCTURE. BY ENSURING THAT OUR GOVERNING DOCUMENTS AND FINANCIAL INFORMATION ARE READILY AVAILABLE, MTSBA REINFORCES ITS DEDICATION TO OPEN COMMUNICATION AND RESPONSIBLE STEWARDSHIP WITHIN THE COMMUNITY WE SERVE. FORM 990, PART XII LINE 2C EXPLANATION THE PROCESS FOR AUDIT OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR.