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MONTANA SCHOOL SERVICES FOUNDATION

EIN 36-3377762 HELENA, MT

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.

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 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 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 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 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 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 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 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 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

Declared as related by

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.