Form 990 for tax year 2022
Filed by SCHOOL ADMINISTRATORS OF MONTANA.
Totals
- Total revenue
- $1,082,437
- Total expenses
- $1,064,960
- Contributions and grants received
- $506,164
- Grants paid
- $7,400
- Program service revenue
- $396,451
- Investment income
- $21,202
- Other revenue
- $158,620
- Total assets, end of year
- $1,850,192
- Total liabilities, end of year
- $210,328
- Net assets or fund balances, end of year
- $1,639,864
- Program services expenses (Part IX)
- $835,907
- Management and general expenses
- $177,079
- Fundraising expenses
- $51,974
- Program service expenses (Part III)
- $835,907
Program services were 78.5% 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
$380,533
-
1f · All other contributions, gifts and grants
$125,631
-
2a · Program service revenue: CONFERENCE & EVENTS
total $286,386 · related or exempt $286,386
-
2b · Program service revenue: EDUCATION/TRAINING FEE
total $41,065 · related or exempt $41,065
-
2c · Program service revenue: MENTOR PROGRAM
total $69,000 · related or exempt $69,000
-
3 · Investment income
total $20,405 · excluded $20,405
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $144,716 · excluded $144,716
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $10,428
-
7b · Less cost or other basis and sales expenses
securities $9,631
-
7c · Gain or loss
securities $797
-
7d · Net gain or loss
total $797 · excluded $797
-
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: CAPITAL ONE CASH BACK
total $9,020 · excluded $9,020
-
11b · Other revenue: CONSULTING SERVICES
total $1,387 · related or exempt $1,387
-
11c · Other revenue: REIMBURSED EXPENSES
total $3,229 · related or exempt $3,229
-
11d · All other revenue
total $268 · related or exempt $268
-
11e · Other revenue, total
$13,904
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $7,400 · program services $7,400
-
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 $182,748 · program services $109,649 · management and general $54,824 · fundraising $18,275
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $141,493 · program services $84,896 · management and general $42,448 · fundraising $14,149
-
8 · Pension plan contributions
total $14,674 · program services $8,805 · management and general $4,402 · fundraising $1,467
-
9 · Other employee benefits
total $149 · program services $89 · management and general $45 · fundraising $15
-
10 · Payroll taxes
total $26,444 · program services $15,867 · management and general $7,933 · fundraising $2,644
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $250 · management and general $250
-
11c · Fees: accounting
total $7,119 · management and general $7,119
-
11d · Fees: lobbying
total $7,886 · program services $7,886
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $5,366 · management and general $5,366
-
11g · Fees: other
total $17,145 · program services $3,429 · management and general $8,573 · fundraising $5,143
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $9,830 · program services $5,898 · management and general $2,949 · fundraising $983
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $18,901 · program services $11,341 · management and general $5,670 · fundraising $1,890
-
17 · Travel
total $1,139 · program services $683 · management and general $342 · fundraising $114
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $231,783 · program services $231,783
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $8,145 · management and general $8,145
-
23 · Insurance
total $7,127 · management and general $7,127
-
24a · Other expenses: DUES
total $170,757 · program services $170,757
-
24b · Other expenses: PROGRAM EXPENSE
total $131,463 · program services $131,463
-
24c · Other expenses: CONTRACT LABOR
total $68,636 · program services $41,182 · management and general $20,591 · fundraising $6,863
-
24d · Other expenses: MILEAGE REIMBURSEMENT
total $4,316 · program services $2,590 · management and general $1,295 · fundraising $431
-
24e · All other expenses
total $2,189 · program services $2,189
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $716,257 · end of year $621,850
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $81,785 · end of year $149,854
-
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
beginning of year $63,862 · end of year $106,164
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $163,456 · end of year $169,165
-
10a · Land, buildings and equipment: cost or other basis
$378,475
-
10b · Land, buildings and equipment: accumulated depreciation
$187,440
-
10c · Land, buildings and equipment, net
beginning of year $199,180 · end of year $191,035
-
11 · Investments: publicly traded securities
beginning of year $492,253 · end of year $534,275
-
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
beginning of year $84,514 · end of year $77,849
-
17 · Accounts payable and accrued expenses
beginning of year $77,670 · end of year $75,790
-
19 · Deferred revenue
beginning of year $127,542 · end of year $134,538
-
27 · Net assets without donor restrictions
beginning of year $1,511,581 · end of year $1,562,015
-
28 · Net assets with donor restrictions
beginning of year $84,514 · end of year $77,849
Mission and programs · 2022
Mission
MEMBERSHIP-BASED ORGANIZATION OF VISIONARY LEADERS UNITED IN PROVIDING, ADVOCATING, AND CREATING EDUCATION EXCELLENCE FOR MONTANA STUDENTS. SAM PROVIDES LEADERSHIP CONFERENCES, EDUCATIONAL SEMINARS AND PROFESSIONAL NETWORKING OPPORTUNITIES IN MONTANA, SO SCHOOL ADMINISTRATORS CAN BETTER SERVE THEIR DISTRICTS.
Activities or mission (Part I)
VISIONARY LEADERS UNITED IN PROVIDING, ADVOCATING AND CREATING EDUCATION EXCELLENCE FOR MONTANA SCHOOLS.
-
CONDUCTS WORKSHOPS AND ORGANIZES CONVENTIONS WHICH PROVIDE MEMBERS WITH INFORMATION, TRAINING AND OPPORTUNITY TO NETWORK, ABOUT ISSUES AND LAWS AFFECTING THEIR SCHOOL DISTRICTS.
Expenses $334,363 · Grants $7,400 · Revenue $286,386
-
PROVIDES SEASONED SCHOOL ADMINISTRATORS AS MENTORS FOR NEW ADMINISTRATORS AND TO ASSIST IN LEADERSHIP TRANSITIONS.
Expenses $250,772 · Revenue $41,065
-
AS A BENEFIT OF MEMBERSHIP, SCHOOL ADMINISTRATORS OF MONTANA DISTRIBUTES NEWSLETTERS, DIRECTORIES, SURVEYS AND VIDEOS FOR APPROXIMATELY 1,050 SCHOOL ADMINISTRATORS. THESE PRODUCTS AID IN THE DEVELOPMENT OF MANAGEMENT SKILLS AND PROVIDE CURRENT DATA FOR MEMBERS TO USE IN THEIR DISTRICTS.
Expenses $250,772 · Revenue $69,000
As filed on the 2022 return.
Listed in Part VII
-
Kirk MillerKIRK MILLER
Past Exec Dir
- Total calculated
- $100,210
- From this org
- $92,179
- From related orgs
- $0
- Other
- $8,031
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $92,179
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,993
- Nontaxable benefits
- $38
- Filer's total
- $100,210
-
Dr Rob WatsonDR ROB WATSON
Executive Dir.
- Total calculated
- $82,538
- From this org
- $75,000
- From related orgs
- $0
- Other
- $7,538
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $75,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,500
- Nontaxable benefits
- $38
- Filer's total
- $82,538
-
Cal KetchumCAL KETCHUM
Past President
- Total calculated
- $0
- Hours/week
- 0.5
-
Dale OlingerDALE OLINGER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Rick DuncanRICK DUNCAN
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Shelley AndresSHELLEY ANDRES
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Nicole TrahanNICOLE TRAHAN
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Barbara DrosslerBARBARA DROSSLER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Shawn HendricksonSHAWN HENDRICKSON
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg DernGREG DERN
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave WickDAVE WICK
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kj PoeppingKJ POEPPING
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Sheri HeavrinSHERI HEAVRIN
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ted MillerTED MILLER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Julie HornbyJULIE HORNBY
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Sara NovakSARA NOVAK
President Elect
- Total calculated
- $0
- Hours/week
- 0.5
-
Rhiannon BeeryRHIANNON BEERY
Director
- Total calculated
- $0
- Hours/week
- 0
-
Mark GoyetteMARK GOYETTE
Director
- Total calculated
- $0
- Hours/week
- 0
-
Kelly KinseyKELLY KINSEY
Director
- Total calculated
- $0
- Hours/week
- 0
-
Erin LipkindERIN LIPKIND
Director
- Total calculated
- $0
- Hours/week
- 0
-
Carol PhillipsCAROL PHILLIPS
Director
- Total calculated
- $0
- Hours/week
- 0
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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.
-
MONTANA ASSOCIATION OF SCHOOL SUPERINTEN
501(C)(6) · EDUCATION & INFORMATION FOR SCHOOL SUPER · MT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411369349312471
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