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MONTANA UNIFIED SCHOOL TRUST

EIN 81-0407145 HELENA, MT

Browse the largest nonprofits in Montana

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.

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.

  • 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 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 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 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 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 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 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-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 McLaughlin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related
  • Mike Richardson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related
  • Roxanne 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 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.