- Revenue 2024
- $2,143,462
- Expenses 2024
- $2,397,332
Program services were 70.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1000
- Street
- PO BOX 4579
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).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
MONTANA UNIFIED SCHOOL TRUST
EIN 81-0407145
Mission and programs · 2024
Mission
MONTANA SCHOOL SERVICES FOUNDATION (MSSF) WAS ORGANIZED TO PROVIDE PROGRAMS AND SERVICES FOR THE BENEFIT OF THE PUBLIC SCHOOLS THROUGHOUT THE STATE OF MONTANA AND TO PROMOTE AND FULFILL OTHER EDUCATIONAL AND CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THESE PROGRAMS AND SERVICES ARE PROVIDED AT A LOWER COST THAN IF PURCHASED THROUGH THE PRIVATE SECTOR FOR SIMILAR SERVICES, THEREBY REDUCING THE BURDENS ON LOCAL SCHOOL BOARDS, THUS BENEFITING MONTANA COMMUNITIES AND MONTANA TAXPAYERS AT LARGE.
-
MONTANA SCHOOL SERVICES FOUNDATION (MSSF) ADMINISTERS THE MONTANA UNIFIED SCHOOL TRUST (MUST), A SELF-INSURANCE TRUST WHICH PROVIDES HEALTH CARE BENEFITS FOR SCHOOL DISTRICT EMPLOYEES AND DEPENDENTS ACROSS THE STATE OF MONTANA. THE SERVICES PROVIDED BY MSSF REDUCE THE BURDEN ON LOCAL SCHOOL BOARDS AND TAXPAYERS.
Expenses $1,687,003 · Revenue $2,104,981
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Rob WatsonROB WATSON
CHAIR
- Total calculated
- $173,391
- From this org
- $0
- From related orgs
- $157,560
- Other
- $15,831
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $157,560 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,756 related
- Nontaxable benefits
- $0 + $75 related
- Filer's total
- $0 + $173,391 related
-
Lance MeltonLANCE MELTON
VICE CHAIR
- Total calculated
- $483,791
- From this org
- $0
- From related orgs
- $344,305
- Other
- $139,486
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $275,000 related
- Bonus
- $0 + $22,100 related
- Other
- $0 + $47,205 related
- Deferred
- $0 + $68,862 related
- Nontaxable benefits
- $0 + $70,624 related
- Filer's total
- $0 + $483,791 related
-
Amanda CurtisAMANDA CURTIS
SECRETARY/TREASURER
- Total calculated
- $213,147
- From this org
- $0
- From related orgs
- $134,778
- Other
- $78,369
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $124,594 related
- Bonus
- $0
- Other
- $0 + $10,184 related
- Deferred
- $0 + $43,480 related
- Nontaxable benefits
- $0 + $34,889 related
- Filer's total
- $0 + $213,147 related
-
Dena GormelyDENA GORMELY
CFO
- Total calculated
- $166,638
- From this org
- $136,219
- From related orgs
- $0
- Other
- $30,419
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,244
- Bonus
- $0
- Other
- $8,975
- Deferred
- $13,671
- Nontaxable benefits
- $16,748
- Filer's total
- $166,638
-
Roxanne WallisROXANNE WALLIS
ADMINISTRATIVE OFFICER/INTERIM DIRECTOR
- Total calculated
- $214,398
- From this org
- $157,531
- From related orgs
- $0
- Other
- $56,867
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,575
- Bonus
- $0
- Other
- $31,956
- Deferred
- $15,830
- Nontaxable benefits
- $41,037
- Filer's total
- $214,398
-
John DoranJOHN DORAN
CHIEF STRATEGY OFFICER
- Total calculated
- $172,553
- From this org
- $136,048
- From related orgs
- $0
- Other
- $36,505
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,000
- Bonus
- $0
- Other
- $48
- Deferred
- $11,220
- Nontaxable benefits
- $25,285
- Filer's total
- $172,553
-
Jeff GoodyJEFF GOODY
DIRECTOR SALES/MARKETING
- Total calculated
- $173,703
- From this org
- $121,362
- From related orgs
- $0
- Other
- $52,341
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $105,384
- Bonus
- $0
- Other
- $15,978
- Deferred
- $12,129
- Nontaxable benefits
- $40,212
- Filer's total
- $173,703
-
Andy HolmlundANDY HOLMLUND
FORMER CEO
- Total calculated
- $147,594
- From this org
- $125,463
- From related orgs
- $0
- Other
- $22,131
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $85,360
- Bonus
- $0
- Other
- $40,103
- Deferred
- $8,536
- Nontaxable benefits
- $13,595
- Filer's total
- $147,594
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
-
2024
- Revenue
- $2,143,462
- Expenses
- $2,397,332
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $2,151,540
- Expenses
- $2,201,874
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $2,079,741
- Expenses
- $2,084,823
- Contributions
- $0
- Grants paid
- $0
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
- $2,056,198
- Expenses
- $2,050,451
- Assets (EOY)
- $1,015,217
-
2020 · 990
- Revenue
- $2,141,929
- Expenses
- $2,136,968
- Assets (EOY)
- $1,027,418
-
2019 · 990
- Revenue
- $2,093,019
- Expenses
- $2,097,580
- Assets (EOY)
- $1,037,624
-
2018 · 990
- Revenue
- $2,060,006
- Expenses
- $2,066,113
- Assets (EOY)
- $1,108,213
-
2017 · 990
- Revenue
- $2,152,481
- Expenses
- $2,149,951
- Assets (EOY)
- $1,093,700
-
2016 · 990
- Revenue
- $2,238,722
- Expenses
- $2,234,258
- Assets (EOY)
- $1,064,538
-
2015 · 990
- Revenue
- $2,134,589
- Expenses
- $2,187,583
- Assets (EOY)
- $1,116,958
-
2014 · 990
- Revenue
- $2,209,015
- Expenses
- $2,081,224
- Assets (EOY)
- $1,096,174
-
2013 · 990
- Revenue
- $1,909,374
- Expenses
- $2,274,054
- Assets (EOY)
- $943,453
-
2012 · 990
- Revenue
- not reported
- Expenses
- $1,753,169
- Assets (EOY)
- $1,270,307
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
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
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 2024 return
-
MONTANA SCHOOL BOARDS ASSOCIATION
501(C)(3) · PUBLIC EDUCATION ADVOCACY · MT
-
SCHOOL ADMINISTRATORS OF MONTANA
501(C)(3) · EDUCATION FOR MONTANA SCHOOL ADMINISTRATORS · MT
-
MONTANA FEDERATION OF PUBLIC EMPLOYEES
501(C)(6) · ADVOCATES FOR MEMBERS · MT
Declared as related by
-
On its 2024 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 SOUNK.
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 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.