MONTANA SCHOOL BOARDS ASSOCIATION

EIN: 810247703 501(c)(3) Education

HELENA, MT

Total Revenue
$6,436,744
Total Expenses
$5,781,529
Total Assets
$10,408,659
Net Assets
$6,847,914
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Financial Trends

Organization Details

Formation Year
1926
Legal Domicile
MT
Principal Officer
LANCE MELTON
Phone
4064422180
Tax Period
2023-07-01 to 2024-06-30

MONTANA SCHOOL BOARDS ASSOCIATION, founded in 1926, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $5.8M left a modest 10% surplus.

Mission

MTSBA'S MISSION IS TO DEVELOP THE FULL POTENTIAL OF EACH CHILD THROUGH SCHOOL BOARD LEADERSHIP.

Program Service Accomplishments

Program 1
Expenses: $942,665 Revenue: $693,055

LEGAL SERVICES AND LABOR RELATIONS.SEE SCHEDULE O.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) HAS A LONG-STANDING RECORD OF PROVIDING EXCEPTIONAL LEGAL SERVICES TO MEMBER SCHOOL BOARDS THROUGHOUT...

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LEGAL SERVICES AND LABOR RELATIONS.SEE SCHEDULE O.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) HAS A LONG-STANDING RECORD OF PROVIDING EXCEPTIONAL LEGAL SERVICES TO MEMBER SCHOOL BOARDS THROUGHOUT MONTANA. OUR COMMITMENT TO EXCELLENCE IS UNWAVERING, AS WE PROVIDE BOTH DUES-BASED AND FEE-BASED LEGAL SUPPORT DESIGNED TO MEET THE UNIQUE NEEDS OF EACH MTSBA MEMBER. WE OPERATE IN STRICT COMPLIANCE WITH THE ETHICAL STANDARDS GOVERNING THE PRACTICE OF LAW, ENSURING THAT OUR SERVICES ARE NOT ONLY RELIABLE BUT ALSO UPHOLD THE HIGHEST PRINCIPLES OF INTEGRITY. OUR STEADFAST SUPPORT OF MONTANA'S EDUCATIONAL LEADERS HAS CULTIVATED A ROBUST, ETHICAL, AND EFFECTIVE LEARNING ENVIRONMENT FOR EVERY CHILD IN THE STATE.

Program 2
Expenses: $207,093 Revenue: $297,778

PROFESSIONAL DEVELOPMENT.SEE SCHEDULE O.SINCE ITS INCEPTION IN 1926, THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) HAS STOOD AT THE FOREFRONT OF PROFESSIONAL DEVELOPMENT FOR PUBLIC SCHOOL LEADERS. WE...

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PROFESSIONAL DEVELOPMENT.SEE SCHEDULE O.SINCE ITS INCEPTION IN 1926, THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) HAS STOOD AT THE FOREFRONT OF PROFESSIONAL DEVELOPMENT FOR PUBLIC SCHOOL LEADERS. WE FOSTER EXCELLENCE IN EDUCATION THROUGH A DIVERSE ARRAY OF TRAINING OPPORTUNITIES. OUR OFFERINGS INCLUDE BOTH DUES-BASED AND FEE-BASED PROGRAMS DELIVERED IN VARIOUS FORMATS-VIRTUAL, IN-PERSON, AND HYBRID-ENSURING ACCESSIBILITY TO HIGH QUALITY PROFESSIONAL DEVELOPMENT AT THE CONVENIENCE OF OUR MEMBERS ACROSS THE STATE OF MONTANA.WITH WEEKLY, MONTHLY, SEASONAL, AND ANNUAL TRAINING SESSIONS, WE HAVE MET THE EVOLVING NEEDS OF OUR EDUCATION LEADERS. MOREOVER, WE TAILOR ON-SITE TRAINING AT LOCAL DISTRICTS, EMPOWERING OUR MEMBERS WITH CUSTOMIZED CONTENT THAT ADDRESSES THEIR SPECIFIC NEEDS. OUR STRATEGIC PLANNING FACILITATION ENABLES LEADERS TO ENGAGE EFFECTIVELY WITH STUDENTS, FAMILIES, AND COMMUNITIES, ENSURING THAT PUBLIC SCHOOL PROGRAMS AND SERVICES ARE ALIGNED WITH THE COLLECTIVE GOAL OF DEVELOPING THE FULL POTENTIAL OF EVERY INDIVIDUAL. WE TAKE GREAT PRIDE IN OUR ROLE AS A CATALYST FOR POSITIVE CHANGE IN OUR EDUCATION SYSTEM AND THE COMMUNITIES WE SERVE.

Program 3
Expenses: $2,741,611 Revenue: $2,957,406

SELF FUNDED INSURANCE PROGRAMS FOR MEMBERS.SEE SCH O.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) ADMINISTERS THE MONTANA SCHOOL DISTRICTS' WORKERS' COMPENSATION RISK AND RETENTION PROGRAM (WCRRP)...

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SELF FUNDED INSURANCE PROGRAMS FOR MEMBERS.SEE SCH O.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) ADMINISTERS THE MONTANA SCHOOL DISTRICTS' WORKERS' COMPENSATION RISK AND RETENTION PROGRAM (WCRRP), THE LARGEST SELF-FUNDED PROGRAM OF ITS KIND IN THE STATE. SERVING OVER 25,000 PUBLIC SCHOOL EMPLOYEES, WCRRP STANDS AS A TESTAMENT TO OUR COMMITMENT TO ENHANCE WORKPLACE SAFETY AND PROVIDE EXCEPTIONAL WORKERS' COMPENSATION COVERAGE.OUR PROGRAM OFFERS COMPETITIVELY PRICED COVERAGE ALONGSIDE AN EXTENSIVE SUITE OF VALUE ADDED SERVICES TAILORED TO EACH MEMBER DISTRICT. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO COMPREHENSIVE TRAINING IN ALL FACETS OF SCHOOL DISTRICT RISK MANAGEMENT, EQUIPPING OUR MEMBERS WITH THE TOOLS THEY NEED TO EFFECTIVELY MITIGATE RISKS. BY FOCUSING ON PROACTIVE RISK MANAGEMENT, WE NOT ONLY DRIVE DOWN THE COSTS OF COVERAGE-RESULTING IN SIGNIFICANT SAVINGS FOR OUR MEMBER DISTRICTS-BUT ALSO FOSTER A SAFER WORK ENVIRONMENT, LEADING TO FEWER CLAIMS AGAINST THE DISTRICTS. THROUGH WCRRP, WE EXEMPLIFY OUR DEDICATION TO THE WELL-BEING OF OUR SCHOOL EMPLOYEES AND THE FINANCIAL HEALTH OF OUR MONTANA'S PUBLIC SCHOOLS.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) ADMINISTERS A SELF-FUNDED PROPERTY AND CASUALTY PROGRAM THAT PROVIDES COMPREHENSIVE COVERAGE TO OUR MEMBERS AT HIGHLY COMPETITIVE RATES. OUR PROGRAM GOES BEYOND THE TYPICAL MARKET OPTIONS, DELIVERING EXCEPTIONAL MEMBER SERVICES THAT ARE TAILORED TO THE UNIQUE NEEDS OF EACH OF OUR SCHOOL DISTRICTS.BY OFFERING LOWER COSTS FOR COVERAGE, WE ENABLE MEMBER DISTRICTS TO ACHIEVE SUBSTANTIAL SAVINGS, ALLOWING THEM TO ALLOCATE RESOURCES MORE EFFECTIVELY TO SUPPORT THEIR EDUCATIONAL MISSIONS. ADDITIONALLY, OUR STRONG EMPHASIS ON RISK MANAGEMENT NOT ONLY ASSISTS DISTRICTS IN MINIMIZING POTENTIAL LIABILITIES BUT ALSO LEADS TO A SIGNIFICANT REDUCTION IN THE NUMBER OF CLAIMS. THROUGH OUR PROPERTY AND CASUALTY PROGRAM, WE DEMONSTRATE OUR UNWAVERING COMMITMENT TO SAFEGUARDING THE INTERESTS OF MONTANA'S PUBLIC SCHOOLS, ENSURING A SECURE ENVIRONMENT FOR STUDENTS, STAFF, AND THE BROADER COMMUNITY.THE MONTANA SCHOOL BOARDS ASSOCIATION (MTSBA) ADMINISTERS THE MONTANA SCHOOLS UNEMPLOYMENT INSURANCE PROGRAM (MTSUIP), A SELF-FUNDED INSURANCE POOL DESIGNED TO PROVIDE OUTSTANDING COVERAGE FOR OUR MEMBER DISTRICTS. OUR COMPETITIVE RATES ARE SIGNIFICANTLY LOWER THAN THOSE OFFERED BY THE STATE OF MONTANA, ENSURING THAT OUR MEMBERS RECEIVE EXCEPTIONAL VALUE.THE FINANCIAL BENEFITS OF LOWER COVERAGE COSTS DIRECTLY TRANSLATE INTO SUBSTANTIAL SAVINGS FOR MEMBER DISTRICTS, ALLOWING THEM TO ALLOCATE RESOURCES MORE EFFECTIVELY TOWARD ENRICHING EDUCATIONAL PROGRAMS. ADDITIONALLY, OUR PROGRAM PLACES A STRONG EMPHASIS ON EFFECTIVE RISK MANAGEMENT PRACTICES THROUGH MULTIPLE TRAININGS AND OTHER AVAILABLE RESOURCES, WHICH LEADS TO A NOTABLE REDUCTION IN CLAIMS AGAINST THE DISTRICTS. THROUGH MTSUIP, WE REAFFIRM OUR DEDICATION TO SUPPORTING MONTANA'S PUBLIC SCHOOLS BY PROMOTING FISCAL RESPONSIBILITY AND ENHANCING THE OVERALL STABILITY OF OUR EDUCATIONAL WORKFORCE

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,093,963
Program Service Revenue $4,552,807
Investment Income $328,289
Other Revenue $461,685
TOTAL REVENUE $6,436,744

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,158,610
Fundraising Expenses $0
Program Expenses $4,763,057
Other Expenses $3,622,919
TOTAL EXPENSES $5,781,529

Year-over-Year Comparison

2023 2022 Change
Revenue $6,436,744 $5,830,352 +0.1%
Expenses $5,781,529 $5,352,170 +0.1%
Net Income $655,215 $478,182 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
27
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
5
$435,251
Total Directors
21
$770,446
Key Employees
3
$791,889
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LANCE MELTON EXECUTIVE DIRECTOR 40.00
Officer Director
$335,683 $99,568 $435,251
DEBRA SILK CHIEF LEGAL COUNSEL/ASSOC ED 40.00
Director
$266,168 $69,027 $335,195
SCOTT WALTER DIR. REGION 11 5.00
Director
$0 $0 $0
TOM BILLTEEN PAST PRES. & DIR. BUTTE MUNICIPAL 5.00
Officer Director
$0 $0 $0
SUE CORRIGAN PRESIDENT & DIR. KALLISPELL 5.00
Officer Director
$0 $0 $0
SOIBHAN HATHORN DIR. HELENA MUNICIPAL 5.00
Director
$0 $0 $0
BARB RILEY DIR. REGION 1 5.00
Director
$0 $0 $0
IRIS KILL EAGLE DIR. REGION 2 & ISBC CHAIR 5.00
Director
$0 $0 $0
MARVIN YOUPEE JR DIR. REGION 3 5.00
Director
$0 $0 $0
VACANT DIR. REGION 4 5.00
Director
$0 $0 $0
RICK CUMMINGS VICE PRES & DIR. REGION 5 5.00
Officer Director
$0 $0 $0
KATE CLEVELAND DIR. REGION 6 5.00
Director
$0 $0 $0
VACANT DIR. REGION 7 5.00
Director
$0 $0 $0
KARA EDGAR DIR. REGION 8 5.00
Director
$0 $0 $0
KRYSTAL ZENTNER PRES. ELECT & DIR. REGION 9 5.00
Officer Director
$0 $0 $0
VACANT DIR. REGION 10 5.00
Director
$0 $0 $0
JENNIFER HOFFMAN DIR. BILLINGS MUNICIPAL 5.00
Director
$0 $0 $0
LEI-ANNA BERTELSEN DIR. BOZEMAN MUNICIPAL 5.00
Director
$0 $0 $0
MARK FINNICUM DIR. GREAT FALLS MUNICIPAL 5.00
Director
$0 $0 $0
ARLENE WALKER-ANDREWS DIR. MISSOULA MUNICIPAL 5.00
Director
$0 $0 $0
YANCY BESTON ISBC VICE CHAIR 5.00
Director
$0 $0 $0
SHAWN BUBB DIR. INSURANCE SERVICES 40.00
Key Emp
$246,174 $57,617 $303,791
ANDREW SEVER DIR. LABOR RELATIONS 40.00
Key Emp
$162,691 $49,269 $211,960
LAREN CARPARELLI DIR. MTSUIP/CFO MTSBA 40.00
Key Emp
$214,144 $61,994 $276,138
KRIS GOSS DIR. POLICY SERVICES 40.00
Highest
$133,437 $46,344 $179,781
TONY KOENIG DIR. LEGAL SERVICES 40.00
Highest
$138,778 $46,878 $185,656
KEVIN BARTSCH ASST. DIRECTOR -MSGIA 40.00
Highest
$132,363 $46,236 $178,599
ANDREW VIGELAND DIR -HR SERVICES 40.00
Highest
$121,672 $36,167 $157,839
MATHEW KOMAC ASST DIR -MSGIA SERVICES 40.00
Highest
$132,047 $46,205 $178,252
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 No data No data No data No data
2024 $6,436,744 $5,781,529 $10,408,659 $655,215
2023 $5,830,352 $5,352,170 $9,227,264 $478,182
2022 $5,402,567 $4,954,923 $8,543,490 $447,644
2021 $5,390,388 $4,686,806 $8,236,454 $703,582
2020 $4,991,093 $4,691,654 $7,337,353 $299,439
2019 $4,774,630 $4,539,404 $6,563,678 $235,226
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