Form 990 for tax year 2023
Filed by MONTANA ASSOCIATION OF SCHOOL ADMINISTRATORS.
Totals
- Total revenue
- $226,685
- Total expenses
- $222,831
- Contributions and grants received
- $121,727
- Grants paid
- $0
- Program service revenue
- $89,350
- Investment income
- $14,474
- Other revenue
- $1,134
- Total assets, end of year
- $564,090
- Total liabilities, end of year
- $160,084
- Net assets or fund balances, end of year
- $404,006
- Program services expenses (Part IX)
- $88,678
- Management and general expenses
- $131,438
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $88,678
Program services were 39.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$121,727
-
2a · Program service revenue: CONFERENCES
total $70,332 · related or exempt $70,332
-
2b · Program service revenue: FACILITATION SERVICES
total $19,018 · related or exempt $19,018
-
3 · Investment income
total $14,474 · excluded $14,474
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: EXPENSE REIMBURSEMENTS
total $1,134 · related or exempt $1,134
-
11e · Other revenue, total
$1,134
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $400 · management and general $400
-
11c · Fees: accounting
total $1,760 · management and general $1,760
-
11d · Fees: lobbying
total $418 · management and general $418
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $3,601 · management and general $3,601
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $141 · management and general $141
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $199 · management and general $199
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $88,678 · program services $88,678
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $2,715
-
23 · Insurance
total $1,197 · management and general $1,197
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $72,088 · management and general $72,088
-
24b · Other expenses: ADMIN FEES
total $48,525 · management and general $48,525
-
24c · Other expenses: DELEGATE ASSEMBLY
total $1,280 · management and general $1,280
-
24d · Other expenses: MISCELLANEOUS OPERATIONS
total $1,056 · management and general $1,056
-
24e · All other expenses
total $773 · management and general $773
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $119,255 · end of year $114,877
-
2 · Savings and temporary cash investments
beginning of year $349,321 · end of year $382,268
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $251 · end of year $930
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $3,073 · end of year $5,053
-
10a · Land, buildings and equipment: cost or other basis
$111,849
-
10b · Land, buildings and equipment: accumulated depreciation
$50,887
-
10c · Land, buildings and equipment, net
beginning of year $63,677 · end of year $60,962
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $5,961 · end of year $5,961
-
19 · Deferred revenue
beginning of year $50,560 · end of year $49,099
-
25 · Other liabilities
beginning of year $106,165 · end of year $105,024
-
31 · Retained earnings, endowment or other funds
beginning of year $372,891 · end of year $404,006
Mission and programs · 2023
Mission
THE ORGANIZATION IS THE LOCAL AFFILIATE FOR THE NATIONAL ORGANIZATION, THE AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS (AASA), WHICH ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS, MASS WORKS TOWARDS THE CONTINUING IMPROVEMENT IN EDUCATIONAL PROCEDURES, TECHNIQUES, ADMINISTRATION, SUPERVISION, AND PUBLIC RELATIONS. MASS ALSO STRIVES TO FOSTER A SPIRIT OF PROFESSIONAL GROWTH, CONGENIAL FRIENDSHIP, AND LOYALTY AMONG MEMBERS.
Activities or mission (Part I)
TO ADVOCATE FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOP AND SUPPORT SCHOOL SYSTEM LEADERS.
-
THE ASSOCIATION CONDUCTS WORKSHOPS, CONFERENCES, MEETINGS, AND CONVENTIONS. THE PRIMARY FOCUS IS TO KEEP ITS MEMBERS INFORMED AND EDUCATED ON CURRENT ISSUES.
Expenses $88,678 · Revenue $89,350
As filed on the 2023 return.
Listed in Part VII
-
Dr Rob WatsonDR ROB WATSON
Executive Dir.
- Total calculated
- $168,375
- From this org
- $0
- From related orgs
- $153,000
- Other
- $15,375
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $153,000 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $15,300 related
- Nontaxable benefits
- not reported + $75 related
- Filer's total
- not reported + $168,375 related
-
Dale OlingerDALE OLINGER
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave WickDAVE WICK
Past President
- Total calculated
- $0
- Hours/week
- 5
-
Dr Mike PerryDR MIKE PERRY
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Joel GravesJOEL GRAVES
President Elect
- Total calculated
- $0
- Hours/week
- 0.5
-
Wade SundbyWADE SUNDBY
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Laurie BarronDR LAURIE BARRON
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Elliot CrumpELLIOT CRUMP
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Casey KlasnaCASEY KLASNA
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Hanna NieskensHANNA NIESKENS
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark WandleMARK WANDLE
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Tobin NovasioTOBIN NOVASIO
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Craig CrawfordCRAIG CRAWFORD
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Brad MooreBRAD MOORE
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen SchreibeisSTEPHEN SCHREIBEIS
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason SargentJASON SARGENT
Director
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SCHOOL ADMINISTRATORS OF MONTANA
501(C)(3) · PROVIDING LEADERSHIP CONFERENCES & EDUCA · MT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511349349313021
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