Montana School Boards Association is located in Helena, MT. The organization was established in 1993. According to its NTEE Classification (B02) the organization is classified as: Management & Technical Assistance, under the broad grouping of Education and related organizations. As of 06/2024, Montana School Boards Association employed 27 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montana School Boards Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, Montana School Boards Association generated $6.4m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $5.8m during the year ending 06/2024. While expenses have increased by 4.8% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
MTSBA'S MISSION IS TO DEVELOP THE FULL POTENTIAL OF EACH CHILD THROUGH SCHOOL BOARD LEADERSHIP.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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. WE TAKE GREAT PRIDE IN OUR ROLE AS A CATALYST FOR POSITIVE CHANGE IN OUR EDUCATION SYSTEM AND THE COMMUNITIES WE SERVE.
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
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Lance Melton Executive Director | OfficerTrustee | 40 | $335,683 |
Debra Silk Chief Legal Counsel/assoc Ed | Trustee | 40 | $266,168 |
Scott Walter Dir. Region 11 | Trustee | 5 | $0 |
Tom Billteen Past Pres. & Dir. Butte Municipal | OfficerTrustee | 5 | $0 |
Sue Corrigan President & Dir. Kallispell | OfficerTrustee | 5 | $0 |
Soibhan Hathorn Dir. Helena Municipal | Trustee | 5 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $1,093,963 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,093,963 |
Total Program Service Revenue | $4,552,807 |
Investment income | $335,620 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $407,062 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$7,331 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $6,436,744 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $598,082 |
Compensation of current officers, directors, key employees. | $165,167 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $846,909 |
Pension plan accruals and contributions | $197,095 |
Other employee benefits | $407,976 |
Payroll taxes | $108,548 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $24,288 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $6,805 |
Advertising and promotion | $0 |
Office expenses | $1,045 |
Information technology | $263,805 |
Royalties | $0 |
Occupancy | $56,345 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $144,842 |
Insurance | $25,929 |
All other expenses | $38,389 |
Total functional expenses | $5,781,529 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $6,366,479 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $287,585 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $101,496 |
Net Land, buildings, and equipment | $2,996,469 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $656,630 |
Total assets | $10,408,659 |
Accounts payable and accrued expenses | $1,700,001 |
Grants payable | $0 |
Deferred revenue | $810,300 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $393,814 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $656,630 |
Total liabilities | $3,560,745 |
Net assets without donor restrictions | $6,847,914 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $10,408,659 |
Organization Name | Assets | Revenue |
---|---|---|
Montana School Boards Association Helena, MT | $10,408,659 | $6,436,744 |
Jackson Hole Classical Academy Foundation Jackson, WY | $22,647,002 | $4,151,001 |
School Administrators Of South Dakota Pierre, SD | $549,439 | $506,093 |
American Classical Schools Of Idaho Inc Fruitland, ID | $236,086 | $458,392 |
Arc Upper Valley Inc Grand Forks, ND | $819,242 | $333,086 |
Central Dakota Library Network Bismarck, ND | $155,049 | $0 |
American Simmental-Simbrah Foundation Inc Bozeman, MT | $1,202,689 | $225,254 |
American Association Of Water Distribution And Management Wapiti, WY | $269,929 | $282,034 |
Northern Rockies Research & Educational Services Inc Lolo, MT | $43,321 | $0 |
Riggs Institute & Prepartory White, SD | $1,068,363 | $144,637 |
Homeschool Idaho Inc Boise, ID | $91,357 | $0 |
Array Global Educational Services Inc Bonners Ferry, ID | $10,203 | $18,904 |
Babbitt Family Foundation Sioux Falls, SD | $195,292 | $28 |