Form 990 for tax year 2022

Filed by MONTANA UNIFIED SCHOOL TRUST.

Totals

Total revenue: $66,253,538
Total expenses: $68,378,773
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $65,616,539
Investment income: $636,999
Other revenue: $0
Total assets, end of year: $18,696,348
Total liabilities, end of year: $10,786,734
Net assets or fund balances, end of year: $7,909,614
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): not reported

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.

2a · Program service revenue: PREMIUM CONTRIBUTIONS

total $61,502,044 · related or exempt $61,502,044
2b · Program service revenue: CLAIMS REBATES

total $4,046,842 · related or exempt $4,046,842
2c · Program service revenue: COBRA ADMIN FEES

total $6,976 · related or exempt $6,976
2f · All other program service revenue

total $60,677 · related or exempt $60,677
3 · Investment income

total $334,164 · excluded $334,164
7a · Gross sales of assets other than inventory

securities $3,209,570
7b · Less cost or other basis and sales expenses

securities $2,906,735
7c · Gain or loss

securities $302,835
7d · Net gain or loss

total $302,835 · excluded $302,835

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $61,358,434
11a · Fees: management

total $4,438,828
11b · Fees: legal

total $975
11c · Fees: accounting

total $56,250
11f · Fees: investment management

total $31,604
11g · Fees: other

total $1,635,212
12 · Advertising and promotion

total $45,000
13 · Office expenses

total $2,950
19 · Conferences, conventions and meetings

total $6,451
23 · Insurance

total $92,640
24a · Other expenses: SPONSORSHIP FEES

total $388,455
24b · Other expenses: MISCELLANEOUS

total $298,488
24c · Other expenses: PCORI FEES

total $23,486

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $3,323,029 · end of year $3,923,020
4 · Accounts receivable

beginning of year $539,533 · end of year $526,965
9 · Prepaid expenses and deferred charges

beginning of year $19,167 · end of year $19,167
11 · Investments: publicly traded securities

beginning of year $15,929,772 · end of year $14,162,030
15 · Other assets

beginning of year $70,846 · end of year $65,166
17 · Accounts payable and accrued expenses

beginning of year $1,294,743 · end of year $2,137,851
19 · Deferred revenue

beginning of year $2,026,981 · end of year $1,719,545
25 · Other liabilities

beginning of year $6,441,035 · end of year $6,929,338
27 · Net assets without donor restrictions

beginning of year $10,119,588 · end of year $7,909,614

Mission and programs · 2022

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.

Activities or mission (Part I)

TO SERVE THE PUBLIC EDUCATION COMMUNITY OF MONTANA BY PROVIDING HIGH-QUALITY, COST EFFECTIVE HEALTH BENEFIT PLANS THROUGH THE MONTANA UNIFIED SCHOOL TRUST.

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 5,200 EMPLOYEES THROUGHOUT THE YEAR.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Brad MooreBRAD MOORE

VICE CHAIR

Total calculated

$150,655

From this org

$0

From related orgs

$113,143

Other

$37,512

Hours/week

0.5 + 40 related

Schedule J breakdown matched by us

Base

$0 + $112,143 related

Bonus

$0

Other

$0 + $1,000 related

Deferred

$0 + $10,548 related

Nontaxable benefits

$0 + $26,964 related

Filer's total

$0 + $150,655 related
Mark Roesler-BegalkeMARK ROESLER-BEGALKE

TREASURER

Total calculated

$30,561

From this org

$0

From related orgs

$28,069

Other

$2,492

Hours/week

0.5 + 40 related
Shawn BubbSHAWN BUBB

CHAIR

Total calculated

$311,211

From this org

$0

From related orgs

$254,737

Other

$56,474

Hours/week

0.5 + 40 related

Schedule J breakdown matched by us

Base

$0 + $189,536 related

Bonus

$0 + $13,367 related

Other

$0 + $51,834 related

Deferred

$0 + $25,474 related

Nontaxable benefits

$0 + $31,000 related

Filer's total

$0 + $311,211 related
Dan GrabowskaDAN GRABOWSKA

TRUSTEE

Total calculated

$162,236

From this org

$0

From related orgs

$119,121

Other

$43,115

Hours/week

0.5 + 40 related

Schedule J breakdown matched by us

Base

$0 + $119,121 related

Bonus

$0

Other

$0

Deferred

$0 + $11,093 related

Nontaxable benefits

$0 + $32,022 related

Filer's total

$0 + $162,236 related
Sarah PiperSARAH PIPER

TRUSTEE

Total calculated

$151,676

From this org

$0

From related orgs

$92,920

Other

$58,756

Hours/week

0.5 + 40 related

Schedule J breakdown matched by us

Base

$0 + $92,920 related

Bonus

$0

Other

$0

Deferred

$0 + $27,736 related

Nontaxable benefits

$0 + $31,020 related

Filer's total

$0 + $151,676 related
Patricia ToavsPATRICIA TOAVS

TRUSTEE

Total calculated

$107,941

From this org

$0

From related orgs

$74,951

Other

$32,990

Hours/week

0.5 + 35 related
Gayle VenturelliGAYLE VENTURELLI

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 1 related
Tom McLaughlinTOM MCLAUGHLIN

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 1 related
Wade SundbyWADE SUNDBY

TRUSTEE

Total calculated

$130,869

From this org

$0

From related orgs

$112,768

Other

$18,101

Hours/week

0.5 + 40 related
Andrew HolmlundANDREW HOLMLUND

CEO MSSF

Total calculated

$218,129

From this org

$0

From related orgs

$177,636

Other

$40,493

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

$0 + $170,850 related

Bonus

$0

Other

$0 + $6,786 related

Deferred

$0 + $17,755 related

Nontaxable benefits

$0 + $22,738 related

Filer's total

$0 + $218,129 related

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.

ALBERTON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
ALDER SCHOOL DISTRICT

SCHOOL DISTRICT · MT
AMSTERDAM ELEMENTARY

SCHOOL DISTRICT · MT
ANACONDA ADMIN AND CLASS

SCHOOL DISTRICT · MT
ANACONDA TEACHERS UNION

TEACHERS UNION · MT
ANDERSON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
ARLEE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
AVON ELEMENTARY

SCHOOL DISTRICT · MT
BASIN ELEMENTARY

SCHOOL DISTRICT · MT
BILLINGS EDUCATION ASSOCIATION (BEA)

ADVOCATES FOR MEMBERS · MT
BEAR PAW COOPERATIVE

SPECIAL EDUCATION COOPERATIVE · MT
BEVERHEAD COUNTY HIGH SCHOOL

SCHOOL DISTRICT · MT
BELFRY SCHOOL

SCHOOL DISTRICT · MT
BELGRADE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
BELT SD CERTIFIED

SCHOOL DISTRICT · MT
BELT SD CLASSIFIED

SCHOOL DISTRICT · MT
BENTON LAKE ELEMENTARY

SCHOOL DISTRICT · MT
BIG SANDY

SCHOOL DISTRICT · MT
BIG SKY SPECIAL NEEDS COOP

SPECIAL EDUCATION COOPERATIVE · MT
BIG TIMBER SCHOOL DISTRICT

SCHOOL DISTRICT · MT
BITTERROOT VALLEY ED COOP

PRESCHOOL · MT
BLUE CREEK ELEMENTARY

SCHOOL DISTRICT · MT
BOX ELDER SCHOOL DISTRICT

SCHOOL DISTRICT · MT
BRIDGER SCHOOLS

SCHOOL DISTRICT · MT
BROADVIEW SCHOOL DISTRICT

SCHOOL DISTRICT · MT
BROCKTON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
BRORSON ELEMENTARY

SCHOOL DISTRICT · MT
BUTTE SCHOOL DISTRICT ATU

AMALGAMATED TRANSIT UNION · MT
BYNUM ELEMENTARY

SCHOOL DISTRICT · MT
CABINET MOUNTAIN COOPERATIVE

SPECIAL EDUCATION COOPERATIVE · MT
CASCADE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
CHESTER JOPLIN INVERNESS

SCHOOL DISTRICT · MT
CHINOOK SCHOOL DISTRICT

SCHOOL DISTRICT · MT
CHOTEAU SCHOOL DISTRICT

SCHOOL DISTRICT · MT
CIRCLE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
CLINTON ELEMENTARY

SCHOOL DISTRICT · MT
COHAGEN SCHOOL

SCHOOL DISTRICT · MT
COTTONWOOD SCHOOL BOZEMAN

SCHOOL DISTRICT · MT
CULBERTSON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
CUSTER SCHOOL DISTRICT

SCHOOL DISTRICT · MT
DARBY SCHOOL DISTRICT

SCHOOL DISTRICT · MT
DEER CREEK SCHOOL DISTRICT

SCHOOL DISTRICT · MT
DEER PARK SCHOOL DISTRICT

SCHOOL DISTRICT · MT
DESMET ELEMENTARY

SCHOOL DISTRICT · MT
DIVIDE ELEMENTARY

SCHOOL DISTRICT · MT
DIXON ELEMENTARY

SCHOOL DISTRICT · MT
DRUMMOND SCHOOL DISTRICT

SCHOOL DISTRICT · MT
DUPUYER ELEMENTARY

SCHOOL DISTRICT · MT
DUTTON BRADY PUBLIC SCHOOLS

SCHOOL DISTRICT · MT
EAST GLACIER PARK ELEMENTARY

SCHOOL DISTRICT · MT
ELDER GROVE ELEMENTARY

SCHOOL DISTRICT · MT
ELYSIAN SCHOOL DISTRICT

SCHOOL DISTRICT · MT
EVERGREEN SCHOOL DISTRICT

SCHOOL DISTRICT · MT
FLORENCE CARLTON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
FORT BENTON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
FORTINE ELEMENTARY

SCHOOL DISTRICT · MT
FRAZER SCHOOL DISTRICT

SCHOOL DISTRICT · MT
FRENCHTOWN PUBLIC SCHOOLS

SCHOOL DISTRICT · MT
FROID SCHOOL DISTRICT

SCHOOL DISTRICT · MT
FROMBERG SCHOOL DISTRICT

SCHOOL DISTRICT · MT
FRONTIER ELEMENTARY

SCHOOL DISTRICT · MT
GALLATIN GATEWAY ELEMENTARY

SCHOOL DISTRICT · MT
GALLATIN MADISON SPECIAL ED

SCHOOL DISTRICT · MT
GARDINER SCHOOL DISTRICT

SCHOOL DISTRICT · MT
GERALDINE PUBLIC SCHOOLS

SCHOOL DISTRICT · MT
GEYSER SCHOOL DISTRICT

SCHOOL DISTRICT · MT
GLASGOW SCHOOLS

SCHOOL DISTRICT · MT
GRASS RANGE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
GREAT DIVIDE EDUCATION SVCS

SPECIAL EDUCATION COOPERATIVE · MT
GREYCLIFF ELEMENTARY

SCHOOL DISTRICT · MT
HAMILTON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
HARLOWTON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
HARRISON SCHOOLS

SCHOOL DISTRICT · MT
HAVRE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
HAWKS HOME ELEMENTARY

SCHOOL DISTRICT · MT
HAYS LODGE POLE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
HEART BUTTE SCHOOLS

SCHOOL DISTRICT · MT
HELENA FLATS

SCHOOL DISTRICT · MT
HELLGATE ELEMENTARY

SCHOOL DISTRICT · MT
HIGHWOOD SCHOOL DISTRICT

SCHOOL DISTRICT · MT
HOBSON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
HOT SPRINGS SCHOOL DISTRICT

SCHOOL DISTRICT · MT
HYSHAM PUBLIC SCHOOLS

SCHOOL DISTRICT · MT
INDEPENDENT ELEMENTARY

SCHOOL DISTRICT · MT
JOLIET SCHOOL DISTRICT

SCHOOL DISTRICT · MT
JORDAN ELEMENTARY

SCHOOL DISTRICT · MT
JUDITH GAP SCHOOL DISTRICT

SCHOOL DISTRICT · MT
KINSEY ELEMENTARY

SCHOOL DISTRICT · MT
KIRCHER ELEMENTARY

SCHOOL DISTRICT · MT
LAMBERT SCHOOL DISTRICT

SCHOOL DISTRICT · MT
LAMOTTE ELEMENTARY

SCHOOL DISTRICT · MT
LIBBY SCHOOL DISTRICT

SCHOOL DISTRICT · MT
LIMA SCHOOL DISTRICT

SCHOOL DISTRICT · MT
LINCOLN SCHOOL DISTRICT

SCHOOL DISTRICT · MT
LIVINGSTON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
LOLO SCHOOL DISTRICT

SCHOOL DISTRICT · MT
LONE ROCK ELEMENTARY

SCHOOL DISTRICT · MT
LUSTRE ELEMENTARY

SCHOOL DISTRICT · MT
MANHATTAN SCHOOL DISTRICT

SCHOOL DISTRICT · MT
MARION ELEMENTARY

SCHOOL DISTRICT · MT
MONTANA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (MASBO)

IMPROVING EFFICIENCY OF SCHOOL BUSINESS MANAGEMENT · MT
MCLEOD ELEMENTARY SCHOOL

SCHOOL DISTRICT · MT
MEDICINE LAKE SCHOOLS

SCHOOL DISTRICT · MT
MELROSE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
MELSTONE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
MONTANA FEDERATION OF PUBLIC EMPLOYEES (MFPE)

501(C)(6) · ADVOCATES FOR MEMBERS · MT
MONFORTON ELEMENTARY

SCHOOL DISTRICT · MT
MONTANA HIGH SCHOOL ASSOCIATION

501(C)(3) · INTERSCHOLASTIC ACTIVITIES FOR STUDENTS · MT
MOORE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
MONTANA SCHOOL SERVICES FOUNDATION

501(C)(3) · PROGRAMS AND SERVICES FOR MT PUBLIC SCHOOLS · MT
MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA)

501(C)(3) · SCHOOL BOARD LEADERSHIP · MT
N CENTRAL LEARNING RESOURCE

SPECIAL EDUCATION COOPERATIVE · MT
N CHEYENNE TRIBAL SCHOOL

SCHOOL DISTRICT · MT
NASHUA SCHOOL DISTRICT

SCHOOL DISTRICT · MT
NOXON PUBLIC SCHOOL

SCHOOL DISTRICT · MT
NYE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
OPHEIM SCHOOLS

SCHOOL DISTRICT · MT
PARK COUNTY COOP

SPECIAL EDUCATION COOPERATIVE · MT
PHILIPSBURG SCHOOL DISTRICT

SCHOOL DISTRICT · MT
PINE CREEK ELEMENTARY

SCHOOL DISTRICT · MT
PLAINS SCHOOL DISTRICT

SCHOOL DISTRICT · MT
POLSON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
POPLAR SD CERTIFIED

SCHOOL DISTRICT · MT
POPLAR SD CLASSIFIED

SCHOOL DISTRICT · MT
PRAIRIE VIEW COOP

SPECIAL EDUCATION COOPERATIVE · MT
PRICKLY PEAR SPEC ED COOP

SPECIAL EDUCATION COOPERATIVE · MT
PRYOR SCHOOL DISTRICT

SCHOOL DISTRICT · MT
RAMSAY ELEMENTARY

SCHOOL DISTRICT · MT
RAPELJE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
RAU ELEMENTARY

SCHOOL DISTRICT · MT
REED POINT SCHOOL DISTRICT

SCHOOL DISTRICT · MT
REICHLE ELEMENTARY

SCHOOL DISTRICT · MT
ROCKY BOY PUBLIC SCHOOLS

SCHOOL DISTRICT · MT
ROOSE VALLEY SPECIAL ED COOP

SPECIAL EDUCATION COOPERATIVE · MT
ROSEBUD SCHOOL DISTRICT

SCHOOL DISTRICT · MT
ROY SCHOOLS

SCHOOL DISTRICT · MT
RYEGATE SCHOOLS

SCHOOL DISTRICT · MT
S H ELEMENTARY

SCHOOL DISTRICT · MT
S Y ELEMENTARY

SCHOOL DISTRICT · MT
SACO PUBLIC SCHOOL

SCHOOL DISTRICT · MT
SCHOOL ADMINISTRATORS OF MONTANA (SAM)

501(C)(3) · EDUCATION ADVOCACY & EXCELLENCE · MT
SAVAGE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
SCHOOL SERVICES OF MONTANA

501(C)(3) · SCHOOL DISTRICT SUPPORT · MT
SCOBEY SCHOOL DISTRICT

SCHOOL DISTRICT · MT
SEELEY LAKE ELEMENTARY

SCHOOL DISTRICT · MT
SHERIDAN SCHOOL DISTRICT

SCHOOL DISTRICT · MT
SHIELDS VALLEY SD

SCHOOL DISTRICT · MT
S STACEY ELEMENTARY

SCHOOL DISTRICT · MT
SPRING CREEK ELEMENTARY

SCHOOL DISTRICT · MT
ST REGIS PUBLIC SCHOOLS

SCHOOL DISTRICT · MT
STANFORD SCHOOL DISTRICT

SCHOOL DISTRICT · MT
STEVENSVILLE SCHOOL DISTRICT

SCHOOL DISTRICT · MT
SUN RIVER VALLEY SCHOOL DISTRICT

SCHOOL DISTRICT · MT
SUNBURST SCHOOL DISTRICT

SCHOOL DISTRICT · MT
SUNSET ELEMENTARY

SCHOOL DISTRICT · MT
SUPERIOR SCHOOL DISTRICT

SCHOOL DISTRICT · MT
SWAN VALLEY ELEMENTARY

SCHOOL DISTRICT · MT
SWEET GRASS CO HIGH SCHOOL

SCHOOL DISTRICT · MT
TARGET RANGE

SCHOOL DISTRICT · MT
TERRY PUBLIC SCHOOLS

SCHOOL DISTRICT · MT
THOMPSON FALLS SCHOOL DISTRICT

SCHOOL DISTRICT · MT
TOWNSEND SCHOOL DISTRICT

SCHOOL DISTRICT · MT
TRAIL CREEK RIVER VIEW

SCHOOL DISTRICT · MT
TREGO SCHOOL DISTRICT

SCHOOL DISTRICT · MT
TROUT CREEK ELEMENTARY

SCHOOL DISTRICT · MT
TWIN BRIDGES SCHOOLS

SCHOOL DISTRICT · MT
ULM ELEMENTARY

SCHOOL DISTRICT · MT
UPPER WEST SHORE

SCHOOL DISTRICT · MT
VALLEY VIEW ELEMENTARY

SCHOOL DISTRICT · MT
VICTOR SCHOOL

SCHOOL DISTRICT · MT
VIDA ELEMENTARY

SCHOOL DISTRICT · MT
WEST YELLOWSTONE SD CERTIFIED

SCHOOL DISTRICT · MT
WEST YELLOWSTONE SD CLASSIFIED

SCHOOL DISTRICT · MT
WHITEFISH SCHOOL DISTRICT

SCHOOL DISTRICT · MT
WHITEHALL SCHOOL DISTRICT

SCHOOL DISTRICT · MT
WILLOW CREEK SCHOOL DISTRICT

SCHOOL DISTRICT · MT
WINIFRED SCHOOL DIST CERT

SCHOOL DISTRICT · MT
WISDOM SCHOOL DISTRICT

SCHOOL DISTRICT · MT
WISE RIVER ELEMENTARY

SCHOOL DISTRICT · MT
WOLF POINT SCHOOL DISTRICT

SCHOOL DISTRICT · MT
WOODMAN ELEMENTARY

SCHOOL DISTRICT · MT
WYOLA ELEMENTARY

SCHOOL DISTRICT · MT
YAAK SCHOOL DISTRICT

SCHOOL DISTRICT · MT
YELLOWSTONE WEST CARBON COOP

SPECIAL EDUCATION COOPERATIVE · MT
DODSON SCHOOL DISTRICT

SCHOOL DISTRICT · MT
GARRISON ELEMENTARY

SCHOOL DISTRICT · MT
GOLD CREEK ELEMENTARY

SCHOOL DISTRICT · MT

Provenance

Return type: form_990
Tax year: 2022
Filed: 8 May 2024
IRS schema version: 2022v5.0
Source object: 202411309349301521

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