MONTANA SMALL SCHOOLS ALLIANCE: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: MONTANA SMALL SCHOOLS ALLIANCE (EIN 46-0496173)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2011-12-08
IRS object ID: 201143429349300304
Schema version: 2010v3.4
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	2011-12-08T08:56:39-06:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2010-07-01	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	2011-12-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	John H Steinhoff CPA	Name
Phone	4064426901	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	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	189582	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	6	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	237569	ContributionsGrantsPriorYear
Contributions Grants Current Year	150644	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	80588	ProgramServiceRevenuePriorYear
Program Service Revenue CY	37895	ProgramServiceRevenueCY
Investment Income Prior Year	1678	InvestmentIncomePriorYear
Investment Income Current Year	515	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1549	OtherRevenuePriorYear
Other Revenue Current Year	528	OtherRevenueCurrentYear
Total Revenue Prior Year	321384	TotalRevenuePriorYear
Total Revenue Current Year	189582	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	70270	SalariesEtcPriorYear
Salaries Etc Current Year	49830	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	10400	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	210387	OtherExpensePriorYear
Other Expenses Current Year	125723	OtherExpensesCurrentYear
Total Expenses Prior Year	291057	TotalExpensesPriorYear
Total Expenses Current Year	175553	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	30327	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	14029	RevenuesLessExpensesCY
Total Assets BOY	89391	TotalAssetsBOY
Total Assets EOY	103403	TotalAssetsEOY
Total Liabilities BOY	24	TotalLiabilitiesBOY
Total Liabilities EOY	6	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	89367	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	103397	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	123439	Expense
Revenue	38938	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	123439	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
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	0	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	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	4	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	6	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 (5 entries)

TitleTitle	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Average Hours Per WeekAverageHoursPerWeek
JULES WABER
VICE PRESIDENT	X	0	0	0
KATHY PFISTER
BOARD MEMBER	X	0	0	0	X
MIKE SCHULTZ
PRESIDENT	X	0	0	0
DR JAYNE DOWNEY
BOARD MEMBER	X	0	0	0
DAN RASK
EXECUTIVE DIRECTOR	X	36250	0	0		20.00

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	36250	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	105773	MembershipDues
All Other Contributions	44871	AllOtherContributions
Total Contributions	150644	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	WORKSHOPS	Description
Business Code	900099	BusinessCode
Total Revenue Column	37895	TotalRevenueColumn
Related Or Exempt Function Income	37895	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	37895	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	515	TotalRevenueColumn
Related Or Exempt Function Income	515	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	BOOK SALES	Description
Business Code	900099	BusinessCode
Total Revenue Column	528	TotalRevenueColumn
Related Or Exempt Function Income	528	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	528	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	189582	TotalRevenueColumn
Related Or Exempt Function Income	38938	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	36250	Total
Program Services	27250	ProgramServices
Management And General	9000	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	10364	Total
Program Services	8830	ProgramServices
Management And General	1534	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	3216	Total
Program Services	2848	ProgramServices
Management And General	368	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	10475	Total
Program Services	7463	ProgramServices
Management And General	3012	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	11818	Total
Program Services	10190	ProgramServices
Management And General	1628	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5000	Total
Program Services	3500	ProgramServices
Management And General	1500	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	42869	Total
Program Services	35837	ProgramServices
Management And General	7032	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	47825	Total
Program Services	20871	ProgramServices
Management And General	26954	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	5340	5340
TELEPHONE	1882	1310	572

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	175553	Total
Program Services	123439	ProgramServices
Management And General	52114	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	89391	BOY
EOY	103403	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	89391	BOY
EOY	103403	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	24	BOY
EOY	6	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	24	BOY
EOY	6	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	89367	BOY
EOY	103397	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	89367	BOY
EOY	103397	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	89391	BOY
EOY	103403	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	14029	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	1	AccountantCompileOrReview
FS Audited	0	FSAudited
Audit Committee	0	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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	186583	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	185384	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	167269	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	237569	CurrentTaxYearMinus1Year
Current Tax Year	176548	CurrentTaxYear
Total	953353	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	53869	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	37917	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	43574	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	80588	CurrentTaxYearMinus1Year
Current Tax Year	32199	CurrentTaxYear
Total	248147	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	240452	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	223301	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	210843	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	318157	CurrentTaxYearMinus1Year
Current Tax Year	208747	CurrentTaxYear
Total	1201500	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	1201500	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1861	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2223	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	539	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1678	CurrentTaxYearMinus1Year
Current Tax Year	515	CurrentTaxYear
Total	6816	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1861	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2223	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	539	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1678	CurrentTaxYearMinus1Year
Current Tax Year	515	CurrentTaxYear
Total	6816	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1000	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	145	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	290	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1549	CurrentTaxYearMinus1Year
Current Tax Year	528	CurrentTaxYear
Total	3512	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	243313	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	225669	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	211672	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	321384	CurrentTaxYearMinus1Year
Current Tax Year	209790	CurrentTaxYear
Total	1211828	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99150	PublicSupportPercentage509
Prior Year Support Percentage	0.99040	PriorYearSupportPercentage
Investment Income Percentage	0.00560	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00690	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

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	PAYROLL LIABILITIES	Description
Amount	$6	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	6	TotalOfAmounts

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
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.
	THE ORGANIZATION MAKES IT'S FINANCIAL STATEMENTS, POLICIES AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.	Form 990, Part VI, Section C, line 19