- Revenue 2024
- $44,451,728
- Expenses 2024
- $48,330,910
As filed
- Subsection
- 09
- 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.
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MONTANA SCHOOL SERVICES FOUNDATION
EIN 36-3377762
Mission and programs · 2024
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.
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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 3,957 EMPLOYEES THROUGHOUT THE YEAR.
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.
-
Shawn BubbSHAWN BUBB
CHAIR
- Total calculated
- $327,630
- From this org
- $0
- From related orgs
- $247,278
- Other
- $80,352
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $206,935 related
- Bonus
- $0 + $16,655 related
- Other
- $0 + $23,688 related
- Deferred
- $0 + $24,728 related
- Nontaxable benefits
- $0 + $55,624 related
- Filer's total
- $0 + $327,630 related
-
Quinton NymanQUINTON NYMAN
TRUSTEE
- Total calculated
- $182,447
- From this org
- $0
- From related orgs
- $127,653
- Other
- $54,794
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $127,653 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $18,432 related
- Nontaxable benefits
- $0 + $36,362 related
- Filer's total
- $0 + $182,447 related
-
Brad MooreBRAD MOORE
VICE CHAIR
- Total calculated
- $181,465
- From this org
- $0
- From related orgs
- $141,510
- Other
- $39,955
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $117,500 related
- Bonus
- $0
- Other
- $0 + $24,010 related
- Deferred
- $0 + $11,058 related
- Nontaxable benefits
- $0 + $28,897 related
- Filer's total
- $0 + $181,465 related
-
Dan GrabowskaDAN GRABOWSKA
TRUSTEE
- Total calculated
- $173,992
- From this org
- $0
- From related orgs
- $122,842
- Other
- $51,150
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $106,817 related
- Bonus
- $0
- Other
- $0 + $16,025 related
- Deferred
- $0 + $12,520 related
- Nontaxable benefits
- $0 + $38,630 related
- Filer's total
- $0 + $173,992 related
-
Hannah NieskensHANNAH NIESKENS
TRUSTEE
- Total calculated
- $152,402
- From this org
- $0
- From related orgs
- $115,693
- Other
- $36,709
- Hours/week
- 0.5 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $115,693 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $20,889 related
- Nontaxable benefits
- $0 + $15,820 related
- Filer's total
- $0 + $152,402 related
-
Patricia ToavsPATRICIA TOAVS
TRUSTEE
- Total calculated
- $103,933
- From this org
- $0
- From related orgs
- $76,886
- Other
- $27,047
- Hours/week
- 0.5 + 35 related
-
Mark Roesler-BegalkeMARK ROESLER-BEGALKE
TREASURER
- Total calculated
- $25,994
- From this org
- $0
- From related orgs
- $24,511
- Other
- $1,483
- Hours/week
- 0.5 + 40 related
-
Tom McLaughlinTOM MCLAUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Mike RichardsonMIKE RICHARDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Roxanne WallisROXANNE WALLIS
INTERIM DIRECTOR MSSF
- Total calculated
- $214,398
- From this org
- $0
- From related orgs
- $157,531
- Other
- $56,867
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $125,575 related
- Bonus
- $0
- Other
- $0 + $31,956 related
- Deferred
- $0 + $15,830 related
- Nontaxable benefits
- $0 + $41,037 related
- Filer's total
- $0 + $214,398 related
-
Andrew HolmlundANDREW HOLMLUND
FORMER CEO MSSF
- Total calculated
- $147,594
- From this org
- $0
- From related orgs
- $125,463
- Other
- $22,131
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $85,360 related
- Bonus
- $0
- Other
- $0 + $40,103 related
- Deferred
- $0 + $8,536 related
- Nontaxable benefits
- $0 + $13,595 related
- Filer's total
- $0 + $147,594 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $44,451,728
- Expenses
- $48,330,910
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $65,007,267
- Expenses
- $66,581,687
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $66,253,538
- Expenses
- $68,378,773
- 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
- $61,405,504
- Expenses
- $65,723,693
- Assets (EOY)
- $19,882,347
-
2020 · 990
- Revenue
- $56,695,008
- Expenses
- $55,250,500
- Assets (EOY)
- $24,375,270
-
2019 · 990
- Revenue
- $51,405,757
- Expenses
- $50,970,686
- Assets (EOY)
- $21,573,707
-
2018 · 990
- Revenue
- $52,126,742
- Expenses
- $51,577,795
- Assets (EOY)
- $20,789,957
-
2017 · 990
- Revenue
- $55,531,694
- Expenses
- $52,637,589
- Assets (EOY)
- $20,065,816
-
2016 · 990
- Revenue
- $54,716,518
- Expenses
- $50,365,709
- Assets (EOY)
- $16,850,200
-
2015 · 990
- Revenue
- $54,816,757
- Expenses
- $54,644,869
- Assets (EOY)
- $13,656,272
-
2014 · 990
- Revenue
- $53,221,751
- Expenses
- $55,723,498
- Assets (EOY)
- $14,362,358
-
2013 · 990
- Revenue
- $30,611,570
- Expenses
- $31,529,706
- Assets (EOY)
- $12,880,780
-
2012 · 990
- Revenue
- not reported
- Expenses
- $30,474,109
- Assets (EOY)
- $13,074,698
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
-
ALBERTON SCHOOL DISTRICT
SCHOOL DISTRICT · MT
-
AMSTERDAM ELEMENTARY
SCHOOL DISTRICT · MT
-
ANACONDA ADMIN AND CLASS
SCHOOL DISTRICT · MT
-
ARLEE SCHOOL DISTRICT
SCHOOL DISTRICT · MT
-
AVON ELEMENTARY
SCHOOL DISTRICT · MT
-
BASIN ELEMENTARY
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 SCHOOL DISTRICT
SCHOOL DISTRICT · MT
-
BIG TIMBER SCHOOL DISTRICT
SCHOOL DISTRICT · MT
-
BILLINGS EDUCATION ASSOCIATION (BEA)
ADVOCATES FOR MEMBERS · MT
-
BITTERROOT VALLEY ED COOP
PRESCHOOL · MT
-
BLUE CREEK ELEMENTARY
SCHOOL DISTRICT · MT
-
BOULDER ELEMENTARY
SCHOOL DISTRICT · MT
-
BRIDGER SCHOOLS
SCHOOL DISTRICT · MT
-
BROADVIEW 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
The first 25 as filed. The return lists every one.
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
Not present in the most recent drop.
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 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.