SCHOOL SERVICES OF MONTANA (EIN 460552293) - 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

2012

Legal Domicile

Principal Officer

MELISSA TOVAAS

Phone

4062720021

Tax Period

2024-07-01 to 2025-06-30

SCHOOL SERVICES OF MONTANA, founded in 2012, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $244K, a strong 17% operating margin.

Mission

THE CORE PURPOSE OF SCHOOL SERVICES OF MONTANA IS TO PROVIDE EXCEPTIONAL SERVICE TO PARTICIPATING PUBLIC SCHOOLS TO UNLOCK THE POTENTIAL OF EVERY CHILD SERVED BY OUR MEMBERS THROUGH OPTIMIZATION OF RESOURCES, ENHANCED EFFICIENCIES, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND COLLABORATION OF EFFORTS.

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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 $581,944

Program Service Revenue $793,974

Investment Income $50,578

Other Revenue $531

TOTAL REVENUE $1,427,027

Expense Breakdown

Grants Paid $107,091

Salaries & Benefits $785,244

Fundraising Expenses $0

Program Expenses $961,285

Other Expenses $290,770

TOTAL EXPENSES $1,183,105

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,427,027	$1,212,543	+0.2%
Expenses	$1,183,105	$1,050,149	+0.1%
Net Income	$243,922	$162,394	+0.5%

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

Employees

Volunteers

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

$103,574

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA TOVAAS	Executive Dir.	40.00	Officer	$92,087	$11,487	$103,574
RICK DUNCAN	Vice Chair	1.50	Officer Director	$0	$0	$0
CHAD JOHNSON	Chair	1.50	Officer Director	$0	$0	$0
SPENCER JOHNSON	Secretary	1.50	Officer Director	$0	$0	$0
MARY FARBER	Director	0.50	Director	$0	$0	$0
JEANINE SUNDBY	Director	0.50	Director	$0	$0	$0

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	$1,427,027	$1,183,105	$1,182,829	$243,922
2024	$1,212,543	$1,050,149	$979,991	$162,394
2023	$790,894	$881,609	$804,909	$-90,715
2022	$921,565	$782,486	$768,120	$139,079
2021	$1,018,264	$648,435	$716,871	$369,829
2020	$592,756	$571,466	$347,975	$21,290

SCHOOL SERVICES OF MONTANA