MONTANA UNIFIED SCHOOL TRUST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA UNIFIED SCHOOL TRUST (EIN 81-0407145)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-22
- IRS object ID
- 202641129349301684
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-22T15:48:32-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E PINE ST UPPER FLOOR | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810407145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA UNIFIED SCHOOL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064574400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4579 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENA GORMELY | PersonNm |
| Person Title | CFO MSSF | PersonTitleTxt |
| Phone | 4064574400 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAM BRUNSON CPA | PreparerPersonNm |
| PTIN | P01696998 | PTIN |
| Phone | 4067281800 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENA GORMELY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4579 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,406,260 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MUSTBENEFITS.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE THE PUBLIC EDUCATION COMMUNITY OF MONTANA BY PROVIDING HIGH-QUALITY, COST EFFECTIVE HEALTH BENEFIT PLANS THROUGH THE MONTANA UNIFIED SCHOOL TRUST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $64,688,526 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,757,629 | CYProgramServiceRevenueAmt |
| PY Investment Income | $318,741 | PYInvestmentIncomeAmt |
| CY Investment Income | $694,099 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $65,007,267 | PYTotalRevenueAmt |
| CY Total Revenue | $44,451,728 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $59,570,184 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $42,896,331 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,011,503 | PYOtherExpensesAmt |
| CY Other Expenses | $5,434,579 | CYOtherExpensesAmt |
| PY Total Expenses | $66,581,687 | PYTotalExpensesAmt |
| CY Total Expenses | $48,330,910 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,574,420 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,879,182 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,153,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,376,757 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,199,213 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,242,106 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,954,289 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,134,651 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MONTANA UNIFIED SCHOOL TRUST (MUST) IS COMMITTED TO SERVING SCHOOLS AND SCHOOL RELATED ENTITIES IN MONTANA. MUST ENDEAVORS TO PROVIDE THE BEST BENEFIT PLANS AVAILABLE, THE FINEST SERVICE IN THE INDUSTRY, THE MOST COST EFFECTIVE MANAGEMENT, AND LEADING EDGE WELLNESS SERVICES, ALL WITH A SOLID FINANCIAL BASE ON WHICH MEMBERS CAN DEPEND. OUR VISION IS TO BE THE MOST TRUSTED BENEFITS PROVIDER IN MONTANA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MONTANA UNIFIED SCHOOL TRUST (MUST) PROVIDES MEDICAL, DENTAL, AND VISION BENEFITS, LIFE INSURANCE, AD&D, AND DISABILITY BENEFITS FOR SCHOOL DISTRICT EMPLOYEES AND THEIR DEPENDENTS THROUGHOUT MONTANA. WE SERVED 3,957 EMPLOYEES THROUGHOUT THE YEAR. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA UNIFIED SCHOOL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064574400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 N MONTANA PO BOX 4579 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| SHAWN BUBB | ||||||||
| CHAIR | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $247,278 | $80,352 | |
| QUINTON NYMAN | ||||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $127,653 | $54,794 | ||
| BRAD MOORE | ||||||||
| VICE CHAIR | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $141,510 | $39,955 | |
| DAN GRABOWSKA | ||||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $122,842 | $51,150 | ||
| HANNAH NIESKENS | ||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $115,693 | $36,709 | ||
| PATRICIA TOAVS | ||||||||
| TRUSTEE | 0.50 | 35.00 | Yes (X) | $0 | $76,886 | $27,047 | ||
| MARK ROESLER-BEGALKE | ||||||||
| TREASURER | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $24,511 | $1,483 | |
| TOM MCLAUGHLIN | ||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE RICHARDSON | ||||||||
| TRUSTEE | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROXANNE WALLIS | ||||||||
| INTERIM DIRECTOR MSSF | 1.00 | 40.00 | Yes (X) | $0 | $157,531 | $56,867 | ||
| ANDREW HOLMLUND | ||||||||
| FORMER CEO MSSF | 1.00 | 40.00 | $0 | $125,463 | $22,131 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,139,367 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $370,488 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MONTANA SCHOOL SERVICES FOUNDATION | |||||
| PO BOX 4579 | HELENA | MT | 59604 | PROGRAM ADMINISTRATION | $2,158,653 |
| HEALTH CARE SERVICE CORPORATION | |||||
| 25551 NETWORK PLACE | CHICAGO | IL | 606731255 | CLAIMS ADMINISTRATION SERVICES | $1,662,734 |
| MARSH & MCLENNAN AGENCY | |||||
| PO BOX 4386 | MISSOULA | MT | 59806 | AGENT COMMISSIONS & CONSULTING | $357,600 |
| MILLIMAN | |||||
| PO BOX 75553 | CHICAGO | IL | 606755553 | ACTUARY SERVICES | $290,939 |
| BENELOGIC INC | |||||
| PO BOX 6395 | TIMONIUM | MD | 21094 | ENROLLMENT AND ACA SERVICES | $218,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PREMIUM CONTRIBUTIONS | 525100 | $40,898,822 | $40,898,822 |
| CLAIMS REBATES | 525100 | $2,853,646 | $2,853,646 |
| COBRA ADMIN FEES | 525100 | $3,136 | $3,136 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,025 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,757,629 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $250,669 | TotalRevenueColumnAmt |
| Exclusion | $250,669 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,397,962 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,954,532 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $443,430 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,430 | TotalRevenueColumnAmt |
| Exclusion | $443,430 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,451,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,757,629 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $694,099 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,896,331 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,719,401 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,848 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,278 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,242 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,079 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,523 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,350 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,447 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SPONSORSHIP FEES | $397,042 |
| PCORI FEES | $16,369 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,330,910 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,150,724 | BOYAmt |
| EOY | $1,615,069 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,110 | BOYAmt |
| EOY | $2,164,772 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,167 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,318,842 | BOYAmt |
| EOY | $8,554,392 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,659 | BOYAmt |
| EOY | $41,524 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,153,502 | BOYAmt |
| EOY | $12,376,757 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,236 | BOYAmt |
| EOY | $1,792,098 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,097,537 | BOYAmt |
| EOY | $1,964,347 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,413,440 | BOYAmt |
| EOY | $5,485,661 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,199,213 | BOYAmt |
| EOY | $9,242,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,954,289 | BOYAmt |
| EOY | $3,134,651 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,954,289 | BOYAmt |
| EOY | $3,134,651 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,153,502 | BOYAmt |
| EOY | $12,376,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,879,182 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $59,544 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER PAYABLES | $1,661 |
| EST PREM BENEFITS INCURRED NOT PAID | $5,484,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,485,661 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,511,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $59,544 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $59,544 | RevenueNotReportedAmt |
| Revenue Subtotal | $44,451,728 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $44,451,728 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,330,910 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,330,910 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,330,910 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TRUST IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JULY 26, 1988, INDICATING THAT THE TRUST IS DESIGNED IN ACCORDANCE WITH THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE TRUST IS GENERALLY NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL AND STATE TAX AUTHORITIES FOR YEARS BEFORE 2022. THE TRUST'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITH THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS, AND OTHER EVIDENCE. THE TRUST BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. INCOME TAX RETURNS REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES FOR THREE YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN BUBB | ||||||||||||||
| CHAIR | $0 | $206,935 | $0 | $16,655 | $0 | $23,688 | $0 | $24,728 | $0 | $55,624 | $0 | $327,630 | $0 | $0 |
| ROXANNE WALLIS | ||||||||||||||
| INTERIM DIRECTOR MSSF | $0 | $125,575 | $0 | $0 | $0 | $31,956 | $0 | $15,830 | $0 | $41,037 | $0 | $214,398 | $0 | $0 |
| QUINTON NYMAN | ||||||||||||||
| TRUSTEE | $0 | $127,653 | $0 | $0 | $0 | $0 | $0 | $18,432 | $0 | $36,362 | $0 | $182,447 | $0 | $0 |
| BRAD MOORE | ||||||||||||||
| VICE CHAIR | $0 | $117,500 | $0 | $0 | $0 | $24,010 | $0 | $11,058 | $0 | $28,897 | $0 | $181,465 | $0 | $0 |
| DAN GRABOWSKA | ||||||||||||||
| TRUSTEE | $0 | $106,817 | $0 | $0 | $0 | $16,025 | $0 | $12,520 | $0 | $38,630 | $0 | $173,992 | $0 | $0 |
| HANNAH NIESKENS | ||||||||||||||
| TRUSTEE | $0 | $115,693 | $0 | $0 | $0 | $0 | $0 | $20,889 | $0 | $15,820 | $0 | $152,402 | $0 | $0 |
| ANDREW HOLMLUND | ||||||||||||||
| FORMER CEO MSSF | $0 | $85,360 | $0 | $0 | $0 | $40,103 | $0 | $8,536 | $0 | $13,595 | $0 | $147,594 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | SEVERANCE PAYMENT FROM RELATED ORGANIZATION (MSSF) - ANDY HOLMLUND, $40,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP INCLUDES EMPLOYEES, RETIREES (PURSUANT TO SECTION 2-18-704, MCA), AND OFFICERS OF MONTANA SCHOOL DISTRICTS, AND OTHER SCHOOL RELATED ENTITIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES FOR THE MONTANA UNIFIED SCHOOL TRUST ARE APPOINTED BY THE BOARD OF DIRECTORS OF MONTANA SCHOOL SERVICES FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT THOROUGHLY REVIEWS THE 990 BEFORE SIGNING AND SENDING TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS PROVIDE WRITTEN DISCLOSURE ANNUALLY AT THE FALL BOARD MEETING. NEW BOARD MEMBERS PROVIDE A WRITTEN DISCLOSURE UPON JOINING THE BOARD AND ANNUALLY THEREAFTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (160 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | EINEIN | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ALBERTON SCHOOL DISTRICT | ||||||||||
| 306 RAILROAD AVE | ALBERTON | MT | 59820 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| AMSTERDAM ELEMENTARY | ||||||||||
| 6360 CAMP CREEK RD | MANHATTAN | MT | 59741 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ANACONDA ADMIN AND CLASS | ||||||||||
| 420 MAIN ST | ANACONDA | MT | 59711 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ARLEE SCHOOL DISTRICT | ||||||||||
| 72220 FYANT ST | ARLEE | MT | 59821 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| AVON ELEMENTARY | ||||||||||
| PO BOX 246 | AVON | MT | 59713 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BASIN ELEMENTARY | ||||||||||
| 30 QUARTZ AVE | BASIN | MT | 59631 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BELFRY SCHOOL | ||||||||||
| 200 WISCONSIN ST | BELFRY | MT | 59008 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BELGRADE SCHOOL DISTRICT | ||||||||||
| 312 NORTH WEAVER STREET | BELGRADE | MT | 59714 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BELT SD CERTIFIED | ||||||||||
| 1 CHURCH STREET | BELT | MT | 59412 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BELT SD CLASSIFIED | ||||||||||
| 1 CHURCH STREET | BELT | MT | 59412 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BENTON LAKE ELEMENTARY | ||||||||||
| 17557 BOOTLEGGER TRAIL | FLOWEREE | MT | 59440 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BIG SANDY | ||||||||||
| 398 1ST AVE | BIG SANDY | MT | 59520 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BIG SKY SCHOOL DISTRICT | ||||||||||
| 45465 GALLATIN RD | GALLATIN GATEWAY | MT | 59730 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BIG TIMBER SCHOOL DISTRICT | ||||||||||
| 501 ANDERSON ST | BIG TIMBER | MT | 59011 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BILLINGS EDUCATION ASSOCIATION (BEA) | ||||||||||
| 510 NORTH 29TH STREET | BILLINGS | MT | 59101 | ADVOCATES FOR MEMBERS | MT | N/A | 0 | |||
| BITTERROOT VALLEY ED COOP | ||||||||||
| 300 PARK AVE | STEVENSVILLE | MT | 59870 | PRESCHOOL | MT | N/A | 0 | |||
| BLUE CREEK ELEMENTARY | ||||||||||
| 3652 BLUE CREEK RD | BILLINGS | MT | 59101 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BOULDER ELEMENTARY | ||||||||||
| 205 SOUTH WASHINGTON ST | BOULDER | MT | 59632 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BRIDGER SCHOOLS | ||||||||||
| 429 W PARK AVE | BRIDGER | MT | 59014 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BROADVIEW SCHOOL DISTRICT | ||||||||||
| 13935 1ST ST | BROADVIEW | MT | 59015 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BRORSON ELEMENTARY | ||||||||||
| 12917 CO RD 344 | SIDNEY | MT | 59270 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| BUTTE SCHOOL DISTRICT ATU | ||||||||||
| 111 N MONTANA ST | BUTTE | MT | 59801 | AMALGAMATED TRANSIT UNION | MT | N/A | 0 | |||
| BYNUM ELEMENTARY | ||||||||||
| 210 CENTRAL AVE | BYNUM | MT | 59419 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| CABINET MOUNTAIN COOPERATIVE | ||||||||||
| 207 3RD AVE W | THOMPSON FALLS | MT | 59873 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| CASCADE SCHOOL DISTRICT | ||||||||||
| 321 CENTRAL AVE W | CASCADE | MT | 59421 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| CHOTEAU SCHOOL DISTRICT | ||||||||||
| 204 7TH AVENUE NORTHWEST | CHOTEAU | MT | 59422 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| CLINTON ELEMENTARY | ||||||||||
| 20397 E MULLAN RD | CLINTON | MT | 59825 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| COHAGEN SCHOOL | ||||||||||
| 19 3RD ST E | COHAGEN | MT | 59322 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| COTTONWOOD SCHOOL BOZEMAN | ||||||||||
| 13233 S COTTONWOOD RD | BOZEMAN | MT | 59718 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| CULBERTSON SCHOOL DISTRICT | ||||||||||
| 423 1ST AVE W | CULBERTSON | MT | 59218 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| CUSTER SCHOOL DISTRICT | ||||||||||
| 304 4TH AVE | CUSTER | MT | 59024 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DARBY SCHOOL DISTRICT | ||||||||||
| 209 SCHOOL DRIVE | DARBY | MT | 59829 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DEER PARK SCHOOL DISTRICT | ||||||||||
| 2105 MIDDLE RD | COLUMBIA FALLS | MT | 59912 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DENTON SCHOOL DISTRICT | ||||||||||
| 1200 LEHMAN ST | DENTON | MT | 59430 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DESMET ELEMENTARY | ||||||||||
| 6355 PADRE LANE | MISSOULA | MT | 59808 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DIVIDE ELEMENTARY | ||||||||||
| 1 SCHOOLHOUSE RD | DIVIDE | MT | 59727 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DIXON ELEMENTARY | ||||||||||
| 411 B ST | DIXON | MT | 59831 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DRUMMOND SCHOOL DISTRICT | ||||||||||
| 108 W EDWARDS ST | DRUMMOND | MT | 59832 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DUPUYER ELEMENTARY | ||||||||||
| PO BOX 149 | VALIER | MT | 59432 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| DUTTON BRADY PUBLIC SCHOOLS | ||||||||||
| 101 2ND ST S | DUTTON | MT | 59433 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| EAST GLACIER PARK ELEMENTARY | ||||||||||
| 125 WASHINGTON ST | EAST GLACIER PARK | MT | 59434 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ELYSIAN SCHOOL DISTRICT | ||||||||||
| 6416 ELYSIAN RD | BILLINGS | MT | 59101 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| EVERGREEN SCHOOL DISTRICT | ||||||||||
| 18 W EVERGREEN DR | EVERGREEN | MT | 59901 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| FLORENCE CARLTON SCHOOL DISTRICT | ||||||||||
| 5602 OLD HWY 93 | FLORENCE | MT | 59833 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| FORT BENTON SCHOOL DISTRICT | ||||||||||
| 1820 WASHINGTON ST | FORT BENTON | MT | 59442 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| FORTINE ELEMENTARY | ||||||||||
| PO BOX 96 | FORTINE | MT | 59918 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| FRAZER SCHOOL DISTRICT | ||||||||||
| 325 6TH ST | FRAZER | MT | 59225 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| FROMBERG SCHOOL DISTRICT | ||||||||||
| 319 SCHOOL ST | FROMBERG | MT | 59029 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| FRONTIER ELEMENTARY | ||||||||||
| 6996 ROY ST | WOLF POINT | MT | 59201 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| GALLATIN MADISON SPECIAL ED | ||||||||||
| 21000 FRONTAGE RD | BELGRADE | MT | 59714 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| GARDINER SCHOOL DISTRICT | ||||||||||
| 510 W STONE ST | GARDINER | MT | 59030 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| GARRISON ELEMENTARY | ||||||||||
| 33 SCHOOL HOUSE RD | GARRISON | MT | 59731 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| GERALDINE PUBLIC SCHOOLS | ||||||||||
| 238 BREWSTER ST | GERALDINE | MT | 59446 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| GEYSER SCHOOL DISTRICT | ||||||||||
| 103 3RD ST E | GEYSER | MT | 59447 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| GRASS RANGE SCHOOL DISTRICT | ||||||||||
| 310 E 2ND ST | GRASS RANGE | MT | 59032 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| GREAT DIVIDE EDUCATION SVCS | ||||||||||
| 511 MAIN ST | DEER LODGE | MT | 59722 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| GREYCLIFF ELEMENTARY | ||||||||||
| PO BOX 65 | GREYCLIFF | MT | 59033 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HARLOWTON SCHOOL DISTRICT | ||||||||||
| 304 W DIVISION ST | HARLOWTON | MT | 59036 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HARRISON SCHOOLS | ||||||||||
| 120 MAIN ST | CARDWELL | MT | 59721 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HAVRE SCHOOL DISTRICT | ||||||||||
| 425 6TH ST | HAVRE | MT | 59501 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HAVRE SCHOOL DISTRICT - TEAMSTERS | ||||||||||
| 425 6TH ST | HAVRE | MT | 59501 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HAWKS HOME ELEMENTARY | ||||||||||
| 11 TALCOTT LN | HAMMOND | MT | 59332 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HAYS LODGE POLE SCHOOL DISTRICT | ||||||||||
| 163 DORA HELGESON RD | HAYS | MT | 59527 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HEART BUTTE SCHOOLS | ||||||||||
| SCHOOL RD | HEART BUTTE | MT | 59448 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HELENA FLATS | ||||||||||
| 1000 HELENA FLATS RD 6623 | KALISPELL | MT | 59901 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HIGHWOOD SCHOOL DISTRICT | ||||||||||
| 160 WEST ST S | HIGHWOOD | MT | 59450 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HOBSON SCHOOL DISTRICT | ||||||||||
| 108 6TH ST E | HOBSON | MT | 59452 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| HYSHAM PUBLIC SCHOOLS | ||||||||||
| PO BOX 272 | HYSHAM | MT | 59038 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| INDEPENDENT ELEMENTARY | ||||||||||
| 2907 ROUNDUP RD | BILLINGS | MT | 59105 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| JEFFERSON HIGH SCHOOL | ||||||||||
| 312 S MAIN ST | BOULDER | MT | 59632 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| JOLIET SCHOOL DISTRICT | ||||||||||
| 300 N PARK ST | JOLIET | MT | 59041 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| JORDAN ELEMENTARY | ||||||||||
| 324 MARGUERITE AVE | JORDAN | MT | 59337 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| JUDITH GAP SCHOOL DISTRICT | ||||||||||
| 306 4TH AVE | JUDITH GAP | MT | 59453 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| KESTER SCHOOL DISTRICT | ||||||||||
| 2031 HAXBY RD | JORDAN | MT | 59337 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| KINSEY ELEMENTARY | ||||||||||
| 21 MASTIN RD | KINSEY | MT | 59338 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| KIRCHER ELEMENTARY | ||||||||||
| 331KIRCHERCREEK RD | MILES CITY | MT | 59301 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LAMOTTE ELEMENTARY | ||||||||||
| 841 BEAR CANYON ROAD | BOZEMAN | MT | 59715 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LIBBY SCHOOL DISTRICT | ||||||||||
| 150 EDUCATION WAY | LIBBY | MT | 59923 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LIMA SCHOOL DISTRICT | ||||||||||
| 1 N HARRISON ST | LIMA | MT | 59739 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LINCOLN SCHOOL DISTRICT | ||||||||||
| 808 MAIN ST | LINCOLN | MT | 59639 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LIVINGSTON SCHOOL DISTRICT | ||||||||||
| 129 RIVER DRIVE | LIVINGSTON | MT | 59047 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LOLO SCHOOL DISTRICT | ||||||||||
| 5305 FARM LN | LOLO | MT | 59847 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LONE ROCK ELEMENTARY | ||||||||||
| 1112 THREE MILE CREEK RD | STEVENSVILLE | MT | 59870 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| LUSTRE ELEMENTARY | ||||||||||
| 282LUSTREROAD | FRAZER | MT | 59225 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| MANHATTAN SCHOOL DISTRICT | ||||||||||
| 416 BROADWAY RD | MANHATTAN | MT | 59741 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| MARION ELEMENTARY | ||||||||||
| 205 GOPHER LN | MARION | MT | 59925 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| MCLEOD ELEMENTARY SCHOOL | ||||||||||
| 346 OTTER CR RD | MCLEOD | MT | 59011 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| MELROSE SCHOOL DISTRICT | ||||||||||
| PO BOX 128 | MELROSE | MT | 59743 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| MONTANA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (MASBO) | ||||||||||
| 306 E MAIN ST 202 | HELENA | MT | 59635 | IMPROVING EFFICIENCY OF SCHOOL BUSINESS MANAGEMENT | MT | N/A | 0 | |||
| MONTANA HIGH SCHOOL ASSOCIATION | ||||||||||
| 1 S DAKOTA ST | HELENA | MT | 59601 | INTERSCHOLASTIC ACTIVITIES FOR STUDENTS | MT | N/A | 0 | 501(C)(3) | ||
| MONTANA SCHOOL SERVICES FOUNDATION | ||||||||||
| PO BOX 4579 | HELENA | MT | 59604 | PROGRAMS AND SERVICES FOR MT PUBLIC SCHOOLS | MT | 0 | 501(C)(3) | 363377762 | LINE 12A, I | |
| MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) | ||||||||||
| 863 GREAT NORTHERN BLVD | HELENA | MT | 59601 | SCHOOL BOARD LEADERSHIP | MT | N/A | 0 | 501(C)(3) | 810247703 | LINE 10 |
| MOORE SCHOOL DISTRICT | ||||||||||
| 509 HIGHLAND | MOORE | MT | 59464 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| N CENTRAL LEARNING RESOURCE | ||||||||||
| 1601 2ND AVE N 234 | GREAT FALLS | MT | 59401 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| N CHEYENNE TRIBAL SCHOOL | ||||||||||
| 1 CAMPUS DR | BUSBY | MT | 59016 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| OPHEIM SCHOOLS | ||||||||||
| 100 ROCK ST | OPHEIM | MT | 59250 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| PARK CITY SCHOOL DISTRICT | ||||||||||
| 10 2ND AVE SW | PARK CITY | MT | 59063 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| PARK COUNTY COOP | ||||||||||
| 1489 E RIVER RD | LIVINGSTON | MT | 59047 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| PHILIPSBURG SCHOOL DISTRICT | ||||||||||
| 407 SCHNEPEL STREET | PHILIPSBURG | MT | 59858 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| PINE CREEK ELEMENTARY | ||||||||||
| 2575 E RIVER RD | LIVINGSTON | MT | 59047 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| POLSON SCHOOL DISTRICT | ||||||||||
| 111 4TH AVE EAST | POLSON | MT | 59860 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| POPLAR SD CERTIFIED | ||||||||||
| 400 4TH AVENUE WEST | POPLAR | MT | 59255 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| POPLAR SD CLASSIFIED | ||||||||||
| 400 4TH AVENUE WEST | POPLAR | MT | 59255 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| PRAIRIE VIEW COOP | ||||||||||
| 30 HIGHWAY 200S | GLENDIVE | MT | 59330 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| PRICKLY PEAR SPEC ED COOP | ||||||||||
| 2525 LAKE HELENA DR | HELENA | MT | 59635 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| PRYOR SCHOOL DISTRICT | ||||||||||
| PO BOX 118 | DECKER | MT | 59025 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| RAMSAY ELEMENTARY | ||||||||||
| 3 RUSSELL ST | RAMSAY | MT | 59748 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| RAPELJE SCHOOL DISTRICT | ||||||||||
| 714 MAIN ST | RAPELJE | MT | 59067 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| RAU ELEMENTARY | ||||||||||
| 12138 CO RD 350 | SIDNEY | MT | 59270 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| REICHLE ELEMENTARY | ||||||||||
| PO BOX 320097 | GLEN | MT | 59732 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| RICHEY SCHOOL DISTRICT | ||||||||||
| 205 ROYAL AVENUE | RICHEY | MT | 59259 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ROCKY BOY PUBLIC SCHOOLS | ||||||||||
| 81 MISSION TAYLOR ROAD | BOX ELDER | MT | 59521 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ROOSE VALLEY SPECIAL ED COOP | ||||||||||
| 409 TUBMAN | BAINVILLE | MT | 59212 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| ROSEBUD SCHOOL DISTRICT | ||||||||||
| 601 MAIN STREET | ROSEBUD | MT | 59347 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ROY SCHOOLS | ||||||||||
| 500 DAVIS ST | ROY | MT | 59471 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| RYEGATE PUBLIC SCHOOL | ||||||||||
| 207 SECOND AVE | RYEGATE | MT | 59074 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| S H ELEMENTARY | ||||||||||
| 6281 MOON CREEK RD | MILES CITY | MT | 59301 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| S STACEY ELEMENTARY | ||||||||||
| 124 STACEY ROAD | VOLBORG | MT | 59351 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| S Y ELEMENTARY | ||||||||||
| 1 ROAD 664 | MILES CITY | MT | 59301 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SACO PUBLIC SCHOOL | ||||||||||
| 321 STATE HWY 243 | SACO | MT | 59261 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SAVAGE SCHOOL DISTRICT | ||||||||||
| 368 MESA AVE | SAVAGE | MT | 59262 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SCHOOL SERVICES OF MONTANA | ||||||||||
| 4055 VALLEY COMMONS DRIVE UNIT G | BOZEMAN | MT | 59715 | SCHOOL DISTRICT SUPPORT | MT | N/A | 0 | 501(C)(3) | LINE 8 | |
| SHERIDAN SCHOOL DISTRICT | ||||||||||
| 107 MADISON ST | SHERIDAN | MT | 59749 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SHIELDS VALLEY SD | ||||||||||
| 308 HANNAFORD S | WILSALL | MT | 59086 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SPRING CREEK ELEMENTARY | ||||||||||
| LAKESHORE DRIVE | DECKER | MT | 59025 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ST REGIS PUBLIC SCHOOLS | ||||||||||
| 90 TIGER STREET | ST REGIS | MT | 59866 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| STANFORD SCHOOL DISTRICT | ||||||||||
| 104 4TH AVE S | STANFORD | MT | 59479 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| STEVENSVILLE SCHOOL DISTRICT | ||||||||||
| 300 PARK AVENUE | STEVENSVILLE | MT | 59870 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| STILLWATER SWEETGRASS COOP | ||||||||||
| 42 N 4TH ST | COLUMBUS | MT | 59019 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| SUN RIVER VALLEY SCHOOL DISTRICT | ||||||||||
| 123 WALKER ST | SIMMS | MT | 59477 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SUNBURST SCHOOL DISTRICT | ||||||||||
| 414 3RD ST S | SUNBURST | MT | 59482 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SUNSET ELEMENTARY | ||||||||||
| 344 SUNSET HILL RD | GREENOUGH | MT | 59823 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SUPERIOR SCHOOL DISTRICT | ||||||||||
| 410 ARIZONA AVE | SUPERIOR | MT | 59872 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SWAN VALLEY ELEMENTARY | ||||||||||
| 6423 MT-83 | CONDON | MT | 59826 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| SWEET GRASS CO HIGH SCHOOL | ||||||||||
| 501 W 5TH AVE | BIG TIMBER | MT | 59011 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TARGET RANGE | ||||||||||
| 4095 SOUTH AVENUE WEST | MISSOULA | MT | 59804 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TERRY PUBLIC SCHOOLS | ||||||||||
| 215 PARK ST | TERRY | MT | 59349 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| THOMPSON FALLS SCHOOL DISTRICT | ||||||||||
| 601 GOLF ST | THOMPSON FALLS | MT | 59873 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TOWNSEND SCHOOL DISTRICT | ||||||||||
| 201 N SPRUCE ST | TOWNSEND | MT | 59644 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TRAIL CREEK RIVER VIEW | ||||||||||
| 1734 ROAD 506 | MILES CITY | MT | 59301 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TREGO SCHOOL DISTRICT | ||||||||||
| 64 LOON LAKE RD | TREGO | MT | 59934 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TROUT CREEK ELEMENTARY | ||||||||||
| 4 SCHOOL LN | TROUT CREEK | MT | 59874 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TROY SCHOOL DISTRICT | ||||||||||
| 116 E MISSOULA AVE | TROY | MT | 59935 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TURNER SCHOOL DISTRICT | ||||||||||
| 190 FIRST STREET EAST | TURNER | MT | 59542 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| TWIN BRIDGES SCHOOLS | ||||||||||
| 216 W 6TH AVE | TWIN BRIDGES | MT | 59754 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| ULM ELEMENTARY | ||||||||||
| PO BOX 189 | ULM | MT | 59485 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| UPPER WEST SHORE | ||||||||||
| 43662 B STREET | DAYTON | MT | 59914 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| VALLEY VIEW ELEMENTARY | ||||||||||
| 900 AVE A NW | GREAT FALLS | MT | 59404 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| VICTOR SCHOOL DISTRICT | ||||||||||
| 425 4TH AVE | VICTOR | MT | 59875 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| VIDA ELEMENTARY | ||||||||||
| 200 SHELL ST | VIDA | MT | 59274 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WEST YELLOWSTONE SD CERTIFIED | ||||||||||
| 411 N GEYSER | WEST YELLOWSTONE | MT | 59758 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WEST YELLOWSTONE SD CLASSIFIED | ||||||||||
| 411 N GEYSER | WEST YELLOWSTONE | MT | 59758 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WHITEHALL SCHOOL DISTRICT | ||||||||||
| 1 YELLOWSTONE TRAIL | WHITEHALL | MT | 59759 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WILLOW CREEK SCHOOL DISTRICT | ||||||||||
| 407 MAIN ST | THREE FORKS | MT | 59752 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WINIFRED SCHOOL DIST CERT | ||||||||||
| 500 MAIN ST | WINIFRED | MT | 59489 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WISE RIVER ELEMENTARY | ||||||||||
| 175 SWAMP CREEK RD | WISE RIVER | MT | 59762 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WOLF POINT SCHOOL DISTRICT | ||||||||||
| 213 6TH AVE S | WOLF POINT | MT | 59201 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| WOODMAN ELEMENTARY | ||||||||||
| 18470 US-12 | LOLO | MT | 59847 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| YAAK SCHOOL DISTRICT | ||||||||||
| 29893 YAAK RIVER RD | TROY | MT | 59935 | SCHOOL DISTRICT | MT | N/A | 0 | |||
| YELLOWSTONE WEST CARBON COOP | ||||||||||
| 2016 GRAND AVENUE SUITE C | BILLINGS | MT | 59102 | SPECIAL EDUCATION COOPERATIVE | MT | N/A | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |