- Revenue 2023
- $1,201,668
- Expenses 2023
- $956,829
Program services were 75.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 2000
- Street
- 900 N MONTANA AVE STE A4
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2023
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 $290,521 · Grants $4,400 · Revenue $268,477
-
PROVIDES SEASONED SCHOOL ADMINISTRATORS AS MENTORS FOR NEW ADMINISTRATORS AND TO ASSIST IN LEADERSHIP TRANSITIONS.
Expenses $217,891 · Revenue $85,000
-
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 $217,890 · Revenue $47,483
As filed on the 2023 return.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Dr Rob WatsonDR ROB WATSON
Executive Dir.
- Total calculated
- $168,375
- From this org
- $153,000
- From related orgs
- $0
- Other
- $15,375
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $15,300
- Nontaxable benefits
- $75
- Filer's total
- $168,375
-
Taylor SalmiTAYLOR SALMI
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dale OlingerDALE OLINGER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Hannah NieskensHANNAH NIESKENS
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Shelley AndresSHELLEY ANDRES
Past President
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason SlaterJASON SLATER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Barbara DroesslerBARBARA DROESSLER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ted MillerTED MILLER
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave WickDAVE WICK
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kelly KinseyKELLY KINSEY
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
-
Joel GravesJOEL GRAVES
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Julie HornbyJULIE HORNBY
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Sara NovakSARA NOVAK
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Rhiannon BeeryRHIANNON BEERY
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark GoyetteMARK GOYETTE
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ben LambertBEN LAMBERT
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Pam BirkelandPAM BIRKELAND
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Carol PhillipsCAROL PHILLIPS
President Elect
- 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. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $1,201,668
- Expenses
- $956,829
- Contributions
- $622,013
- Grants paid
- $4,400
-
2022
- Revenue
- $1,082,437
- Expenses
- $1,064,960
- Contributions
- $506,164
- Grants paid
- $7,400
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $1,143,797
- Expenses
- $914,758
- Assets (EOY)
- $1,801,307
-
2020 · 990
- Revenue
- $1,020,486
- Expenses
- $807,091
- Assets (EOY)
- $1,746,392
-
2019 · 990
- Revenue
- $1,060,118
- Expenses
- $885,092
- Assets (EOY)
- $1,424,846
-
2018 · 990
- Revenue
- $962,463
- Expenses
- $908,764
- Assets (EOY)
- $1,159,543
-
2017 · 990
- Revenue
- $953,530
- Expenses
- $946,796
- Assets (EOY)
- $1,052,229
-
2016 · 990
- Revenue
- $835,589
- Expenses
- $866,806
- Assets (EOY)
- $1,053,427
-
2015 · 990
- Revenue
- $801,430
- Expenses
- $840,240
- Assets (EOY)
- $1,175,420
-
2014 · 990
- Revenue
- $1,210,597
- Expenses
- $1,000,768
- Assets (EOY)
- $1,026,221
-
2012 · 990
- Revenue
- not reported
- Expenses
- $776,122
- Assets (EOY)
- $625,988
-
2011 · 990
- Revenue
- not reported
- Expenses
- $747,995
- Assets (EOY)
- $758,279
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
MONTANA COMMUNITY FOUNDATION INC
$103,087
2024 COMMUNITY SCHOOLS INITIATIVE; GENERAL SUPPORT; ANNUAL DISTRIBUTION
-
2023 ANNUAL DISTRIBUTION
-
2022 ANNUAL DISTRIBUTION
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
MONTANA ASSOCIATION OF SCHOOL SUPERINTEN
501(C)(6) · EDUCATION & INFORMATION FOR SCHOOL SUPER · MT
Declared as related by
-
MONTANA SCHOOL SERVICES FOUNDATION
On its 2024 return
-
MONTANA ASSOCIATION OF SCHOOL ADMINISTRATORS
On its 2023 return
-
On its 2023 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.