MONTANA SCHOOL BOARDS ASSOCIATION (EIN 810247703) - 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

1926

Legal Domicile

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.

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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 (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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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

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

$435,251

Total Directors

$770,446

Key Employees

$791,889

Highest Compensated

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

MONTANA SCHOOL BOARDS ASSOCIATION