MONTANA SCHOOL SERVICES FOUNDATION (EIN 363377762) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

DENA GORMELY

Phone

4064574400

Tax Period

2024-07-01 to 2025-06-30

MONTANA SCHOOL SERVICES FOUNDATION, founded in 1987, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Expenses of $2.4M exceeded revenue, resulting in a 12% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,104,981

Investment Income $38,481

Other Revenue $0

TOTAL REVENUE $2,143,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,923,792

Fundraising Expenses $0

Program Expenses $1,687,003

Other Expenses $473,540

TOTAL EXPENSES $2,397,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,143,462	$2,151,540	0.0%
Expenses	$2,397,332	$2,201,874	+0.1%
Net Income	$-253,870	$-50,334	+4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,423,918

Total Directors

$870,329

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB WATSON	CHAIR	0.50	Officer Director	$0	$15,831	$173,391
LANCE MELTON	VICE CHAIR	0.50	Officer Director	$0	$139,486	$483,791
AMANDA CURTIS	SECRETARY/TREASURER	0.50	Officer Director	$0	$78,369	$213,147
DENA GORMELY	CFO	40.00	Officer	$136,219	$30,419	$166,638
ROXANNE WALLIS	ADMINISTRATIVE OFFICER/INTERIM DIRECTOR	40.00	Officer	$157,531	$56,867	$214,398
JOHN DORAN	CHIEF STRATEGY OFFICER	40.00	Officer	$136,048	$36,505	$172,553
JEFF GOODY	DIRECTOR SALES/MARKETING	40.00	Highest	$121,362	$52,341	$173,703
ANDY HOLMLUND	FORMER CEO	40.00		$125,463	$22,131	$147,594

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,143,462	$2,397,332	$637,574	$-253,870
2024	No data	No data	No data	No data
2023	$2,079,741	$2,084,823	$993,039	$-5,082
2022	$2,056,198	$2,050,451	$1,015,217	$5,747
2021	$2,141,929	$2,136,968	$1,027,418	$4,961
2020	$2,093,019	$2,097,580	$1,037,624	$-4,561
2019	$2,060,006	$2,066,113	$1,108,213	$-6,107
2018	$2,152,481	$2,149,951	$1,093,700	$2,530

MONTANA SCHOOL SERVICES FOUNDATION