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 06/2022, Montana School Boards Association employed 25 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 06/2022, Montana School Boards Association generated $5.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $5.0m during the year ending 06/2022. While expenses have increased by 3.1% per year over the past 7 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
2022
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.MTSBA HAS LONG BEEN AN ACKNOWLEDGED LEADER IN OFFERING LEGAL SERVICES TO MEMBER SCHOOL BOARDS IN MONTANA. WE OFFER BOTH DUES-BASED AND FEE-BASED LEGAL SERVICES IN STRICT COMPLIANCE WITH THE RULES OF ETHICS GUIDING THE PRACTICE OF LAW, INCLUDING BUT NOT LIMITED TO RULE 6.5 (NONPROFIT AND COURT-ANNEXED LIMITED LEGAL SERVICES PROGRAMS), RULE 7.3 (DIRECT CONTACT WITH PROSPECTIVE CLIENTS), AND RULE 5.4 (PROFESSIONAL INDEPENDENCE OF A LAWYER) OF THE MONTANA BAR ASSOCIATION RULES OF ETHICS.
PROFESSIONAL DEVELOPMENT.MTSBA HAS PROVIDED TRAINING OF ONE KIND OR ANOTHER SINCE ITS INCEPTION IN 1926. AS PART OF OUR MEMBER DEVELOPMENT PROGRAM, WE OFFER BOTH DUES BASED AND FEE-BASED TRAINING, INCLUDING VIRTUAL, IN PERSON AND HYBRID FORMATS, WITH DIFFERENT TRAININGS PROVIDED ON FREQUENCIES RANGING FROM WEEKLY TO SEASONALLY TO ANNUALLY THROUGHOUT MONTANA. WE ALSO PROVIDE TRAINING TO OUR MEMBERS ON SITE AT THEIR LOCAL DISTRICTS ON TOPICS CUSTOMIZED BY THE MEMBER AND INCLUDING FACILITATION OF STRATEGIC PLANNING TO HELP MEMBERS ENGAGE STUDENTS, FAMILIES AND COMMUNITIES IN ALIGNING PUBLIC SCHOOL PROGRAMS AND SERVICES TO THE PEOPLES' GOAL OF DEVELOPING THE FULL POTENTIAL OF EACH PERSON."
SELF FUNDED INSURANCE PROGRAMS FOR MEMBERS.SEE SCH O.MSGIA (WORKERS' COMPENSATION PROGRAM): THE MONTANA SCHOOL BOARDS ASSOCIATION ADMINISTERS (THROUGH A TPA AGREEMENT) A SELF-FUNDED WORKERS' COMPENSATION RISK AND RETENTION PROGRAM (WCRRP). WCCRP IS THE LARGEST SELF-FUNDED PROGRAM OF ITS KIND IN THE STATE PROVIDING WORKERS' COMPENSATION COVERAGE FOR OVER 25,000 PUBLIC SCHOOL EMPLOYEES. WCRRP PROVIDES COVERAGE THAT IS CONSISTENTLY MORE COMPETITIVELY PRICED THAN PRIVATE MARKET OPTIONS WHILE AT THE SAME TIME PROVIDING FOR A WIDE RANGE OF ADDITIONAL SERVICES TO MEMBER DISTRICTS AT NO ADDITIONAL COSTS. THE PROGRAM ALSO PROVIDES A RANGE OF E-LEARNING PROGRAMS TARGETED AT MEETING MANY OF THE REQUIRED ANNUAL TRAINING TOPICS FOR ITS MEMBERS AS WELL AS SEVERAL OPTIONAL TRAINING AREAS IN ALL ASPECTS OF SCHOOL DISTRICT RISK MANAGEMENT. LOWER COSTS FOR COVERAGE TRANSLATES INTO SAVINGS FOR MEMBER DISTRICTS WHILE EXTRA EMPHASIS ON RISK MANAGEMENT RESULTS IN FEWER SUCCESSFUL CLAIMS AGAINST THE DISTRICT.MSGIA (PROPERTY AND CASUALTY PROGRAM): MSGIA LAUNCHED THIS SELF-INSURED POOL ON JULY 1, 2008. MSGIA CONTRACTS WITH THE MTSBA TO PROVIDE GENERAL PROGRAM ADMINISTRATION AND RISK MANAGEMENT SERVICES. THE PROPERTY AND LIABILITY PROGRAM PROVIDES BROAD COVERAGES TO ITS MEMBERS AT VERY COMPETITIVE RATES WITH MEMBER SERVICES NOT TYPICALLY FOUND IN OTHER MARKET OPTIONS. THE PROGRAM WAS DESIGNED TO FOCUS ON PROVIDING RISK MANAGEMENT TOOLS AND TRAINING TO MEMBERS IN THE HIGHEST RISK AREA FOR MONTANA SCHOOLS IN SCHOOL LEADERS' LIABILITY. LOWER COSTS FOR COVERAGE TRANSLATES INTO SAVINGS FOR MEMBER DISTRICTS WHILE EXTRA EMPHASIS ON RISK MANAGEMENT RESULTS IN FEWER SUCCESSFUL CLAIMS AGAINST THE DISTRICT.MTSUIP: MTSUIP WAS CREATED IN 1994 TO MEET THE NEEDS OF MONTANA SCHOOL DISTRICTS IN THE AREA OF UNEMPLOYMENT INSURANCE. THE PROGRAM WAS ESTABLISHED TO ALLOW SCHOOLS TO POOL THEIR UNEMPLOYMENT INSURANCE PREMIUMS AND BECOME REIMBURSABLE EMPLOYERS UNDER THE UNEMPLOYMENT INSURANCE LAW IN AN ATTEMPT TO REDUCE THE UNEMPLOYMENT RATES PAID BY SCHOOLS. SCHOOL DISTRICTS PAY QUARTERLY PREMIUMS INTO THE FUND AND THESE FUNDS ARE USED TO PAY CLAIMS. MEMBERS RECEIVE LOSS CONTROL, CLAIMS HANDLING, LEGAL, ACTUARIAL AND OTHER SERVICES THAT THE POOL MAY PROVIDE IN-HOUSE OR MAY PURCHASE FROM CONTRACTORS. RATES ARE SIGNIFICANTLY LOWER THAN COVERAGE COSTS THROUGH THE STATE OF MONTANA. LOWER COSTS FOR COVERAGE TRANSLATES INTO SAVINGS FOR MEMBER DISTRICTS WHILE EXTRA EMPHASIS ON RISK MANAGEMENT RESULTS IN FEWER SUCCESSFUL CLAIMS AGAINST THE DISTRICT.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Lance Melton Executive Director/treasur | OfficerTrustee | 40 | $283,728 |
Debra Silk Chief Legal Counsel/assoc | Trustee | 40 | $216,900 |
Shawn Bubb Dir. Insurance Services | 40 | $202,510 | |
Andrew Sever Dir. Labor Relations | 40 | $139,942 | |
Theresia Lesueur Former Dir. Unemployment Ins Serv | 40 | $130,912 | |
Tony Koenig Dir. Legal /hr Services | 40 | $124,087 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $1,055,355 |
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 | $1,055,355 |
Total Program Service Revenue | $3,921,445 |
Investment income | $0 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $366,047 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $9,737 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $5,402,567 |
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. | $500,628 |
Compensation of current officers, directors, key employees. | $139,519 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $805,863 |
Pension plan accruals and contributions | $187,735 |
Other employee benefits | $311,353 |
Payroll taxes | $98,041 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $94,791 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $10,251 |
Advertising and promotion | $0 |
Office expenses | $127,582 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $58,647 |
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 | $158,492 |
Insurance | $25,576 |
All other expenses | $87,700 |
Total functional expenses | $4,954,923 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,370 |
Savings and temporary cash investments | $4,569,926 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $318,433 |
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 | $203,962 |
Net Land, buildings, and equipment | $3,025,954 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $423,845 |
Total assets | $8,543,490 |
Accounts payable and accrued expenses | $1,489,985 |
Grants payable | $0 |
Deferred revenue | $572,512 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $342,633 |
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 | $423,845 |
Total liabilities | $2,828,975 |
Net assets without donor restrictions | $5,714,515 |
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 | $8,543,490 |
Organization Name | Assets | Revenue |
---|---|---|
Montana School Boards Association Helena, MT | $8,543,490 | $5,402,567 |
Jackson Hole Classical Academy Foundation Jackson, WY | $23,219,839 | $2,213,502 |
School Administrators Of South Dakota Pierre, SD | $496,745 | $455,157 |
Arc Upper Valley Inc Grand Forks, ND | $748,542 | $513,794 |
Riggs Institute & Prepartory White, SD | $1,028,788 | $200,925 |
American Simmental-Simbrah Foundation Inc Bozeman, MT | $1,170,797 | $217,606 |
American Association Of Water Distribution And Management Wapiti, WY | $75,815 | $0 |
Northern Rockies Research & Educational Services Inc Lolo, MT | $25,039 | $0 |
Central Dakota Library Network Bismarck, ND | $72,585 | $0 |
Homeschool Idaho Inc Boise, ID | $80,450 | $0 |
University Station Alliance Inc Fargo, ND | $36,357 | $82,935 |
Babbitt Family Foundation Sioux Falls, SD | $182,075 | $106,593 |