MONTANA SMALL SCHOOLS ALLIANCE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MONTANA SMALL SCHOOLS ALLIANCE (EIN 46-0496173)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-10-30
IRS object ID: 201223049349300517
Schema version: 2011v1.2
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
Form 990
Schedule A
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-10-30T11:37:28-05:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	810348775	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUNKERMIERCLARKCAMPANELLASTEVENSPC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1164	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	59624	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	460496173	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA SMALL SCHOOLS ALLIANCE	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MONT	NameControl
Phone	4066837120	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	710 SO ATLANTIC STREET BOX 63	AddressLine1
City	DILLON	City
State	MT	State
ZIP Code	597250063	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAN RASK	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	4066837120	Phone
Date Signed	2012-10-22	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOHN H STEINHOFF CPA	Name
PTIN	P01031457	PTIN
Phone	4064426901	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	710 SO ATLANTIC STREET BOX 63	AddressLine1
City	DILLON	City
State	MT	State
ZIP Code	597250063	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	177600	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.MTSMALLSCHOOLS.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1996	YearFormation
State Legal Domicile	MT	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE USE OF RESOURCES TO MEMBER GROUPS AND SMALL SCHOOLS OF MONTANA TO ACHIEVE A HIGHER LEVEL OF EXCELLENCE IN TEACHING, LEARNING AND EDUCATION	ActivityOrMissionDescription
Nbr Voting Members Governing Body	5	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	5	NbrIndependentVotingMembers
Total Nbr Employees	3	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	150644	ContributionsGrantsPriorYear
Contributions Grants Current Year	144109	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	37895	ProgramServiceRevenuePriorYear
Program Service Revenue CY	31729	ProgramServiceRevenueCY
Investment Income Prior Year	515	InvestmentIncomePriorYear
Investment Income Current Year	432	InvestmentIncomeCurrentYear
Other Revenue Prior Year	528	OtherRevenuePriorYear
Other Revenue Current Year	1330	OtherRevenueCurrentYear
Total Revenue Prior Year	189582	TotalRevenuePriorYear
Total Revenue Current Year	177600	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	49830	SalariesEtcPriorYear
Salaries Etc Current Year	45811	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	125723	OtherExpensePriorYear
Other Expenses Current Year	106093	OtherExpensesCurrentYear
Total Expenses Prior Year	175553	TotalExpensesPriorYear
Total Expenses Current Year	151904	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	14029	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	25696	RevenuesLessExpensesCY
Total Assets BOY	103403	TotalAssetsBOY
Total Assets EOY	129093	TotalAssetsEOY
Total Liabilities BOY	6	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	103397	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	129093	NetAssetsOrFundBalancesEOY
Mission Description	OUR PURPOSE IS TO PROVIDE PROFESSIONAL DEVELOPMENT, RESEARCH, RESOURCES, AND TECHNICAL ASSISTANCE TO HELP MONTANA'S SMALL SCHOOLS MEET STATE AND FEDERAL MANDATES IN EDUCATIONALLY SOUND WAYS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	90854	Expense
Revenue	33491	Revenue
Description	TO PROVIDE USE OF RESOURCES TO MEMBER GROUPS AND SMALL SCHOOLS OF MONTANA TO ACHIEVE A HIGHER LEVEL OF EXCELLENCE IN TEACHING, LEARNING AND TEACHER EDUCATION FOR THE BENEFIT OF MONTANA'S CHILDREN & PUBLIC SCHOOLS	Description
Total Program Service Expense	90854	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	7	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	3	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	5	NbrVotingGoverningBodyMembers
Number Independent Voting Members	5	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	0	ConflictOfInterestPolicy
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	0	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MT	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JCCS PC	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	4064426901	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	24 WEST 6TH AVE	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	69624	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
JULES WABER
VICE PRESIDENT	0.00	X	0	0	0
KATHY PFISTER
BOARD MEMBER	0.00	X	0	0	0	X
MIKE SCHULTZ
PRESIDENT	0.00	X	0	0	0
DR JAYNE DOWNEY
BOARD MEMBER	0.00	X	0	0	0
DAN RASK
EXECUTIVE DIRECTOR	20.00	X	32590	0	0
WAYNE TODD
BOARD MEMBER	0.00	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	32590	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Membership Dues	144109	MembershipDues
Total Contributions	144109	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	WORKSHOPS	Description
Business Code	900099	BusinessCode
Total Revenue Column	31729	TotalRevenueColumn
Related Or Exempt Function Income	31729	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	31729	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	432	TotalRevenueColumn
Related Or Exempt Function Income	432	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	HUTTERITE CONFERECE	Description
Business Code	900099	BusinessCode
Total Revenue Column	1330	TotalRevenueColumn
Related Or Exempt Function Income	1330	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	1330	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	177600	TotalRevenueColumn
Related Or Exempt Function Income	33491	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	32590	Total
Program Services	22374	ProgramServices
Management And General	10216	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	12679	Total
Program Services	319	ProgramServices
Management And General	12360	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	542	Total
Program Services	542	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	3445	Total
Program Services	2436	ProgramServices
Management And General	1009	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	5622	Total
Program Services	826	ProgramServices
Management And General	4796	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	6000	Total
Program Services	4200	ProgramServices
Management And General	1800	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	38551	Total
Program Services	28324	ProgramServices
Management And General	10227	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	47622	Total
Program Services	28171	ProgramServices
Management And General	19451	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	514	Total
Management And General	514	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
ADMINISTRATION FEES	3328	3328	0
MISC	1011	334	677

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	151904	Total
Program Services	90854	ProgramServices
Management And General	61050	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	103403	BOY
EOY	129093	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	103403	BOY
EOY	129093	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	6	BOY
EOY	0	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	6	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	103397	BOY
EOY	129093	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	103397	BOY
EOY	129093	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	103403	BOY
EOY	129093	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	25696	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	0	FSAudited
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	185384	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	167269	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	237569	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	176548	CurrentTaxYearMinus1Year
Current Tax Year	144108	CurrentTaxYear
Total	910878	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	37917	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	43574	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	80588	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	32199	CurrentTaxYearMinus1Year
Current Tax Year	31729	CurrentTaxYear
Total	226007	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	223301	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	210843	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	318157	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	208747	CurrentTaxYearMinus1Year
Current Tax Year	175837	CurrentTaxYear
Total	1136885	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	1136885	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2223	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	539	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1678	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	515	CurrentTaxYearMinus1Year
Current Tax Year	432	CurrentTaxYear
Total	5387	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2223	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	539	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1678	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	515	CurrentTaxYearMinus1Year
Current Tax Year	432	CurrentTaxYear
Total	5387	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	145	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	290	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1549	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	528	CurrentTaxYearMinus1Year
Current Tax Year	1330	CurrentTaxYear
Total	3842	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	225669	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	211672	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	321384	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	209790	CurrentTaxYearMinus1Year
Current Tax Year	177599	CurrentTaxYear
Total	1146114	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99190	PublicSupportPercentage509
Prior Year Support Percentage	0.99150	PriorYearSupportPercentage
Investment Income Percentage	0.00470	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00560	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR IT'S REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES IT'S FINANCIAL STATEMENTS, POLICIES AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.