HELENA, MT
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)MONTANA UNIFIED SCHOOL TRUST, founded in 1987, is a mid-sized nonprofit that reported $44.5M in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring.
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $44,451,728 | $65,007,267 | -0.3% |
| Expenses | $48,330,910 | $66,581,687 | -0.3% |
| Net Income | $-3,879,182 | $-1,574,420 | +1.5% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| SHAWN BUBB | CHAIR | 0.50 |
Officer
Director
|
$0 | $80,352 | $327,630 |
| QUINTON NYMAN | TRUSTEE | 0.50 |
Director
|
$0 | $54,794 | $182,447 |
| BRAD MOORE | VICE CHAIR | 0.50 |
Officer
Director
|
$0 | $39,955 | $181,465 |
| DAN GRABOWSKA | TRUSTEE | 0.50 |
Director
|
$0 | $51,150 | $173,992 |
| HANNAH NIESKENS | TRUSTEE | 0.50 |
Director
|
$0 | $36,709 | $152,402 |
| PATRICIA TOAVS | TRUSTEE | 0.50 |
Director
|
$0 | $27,047 | $103,933 |
| MARK ROESLER-BEGALKE | TREASURER | 0.50 |
Officer
Director
|
$0 | $1,483 | $25,994 |
| TOM MCLAUGHLIN | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| MIKE RICHARDSON | TRUSTEE | 0.50 |
Director
|
$0 | $0 | $0 |
| ROXANNE WALLIS | INTERIM DIRECTOR MSSF | 1.00 |
Officer
|
$0 | $56,867 | $214,398 |
| ANDREW HOLMLUND | FORMER CEO MSSF | 1.00 |
|
$0 | $22,131 | $147,594 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $44,451,728 | $48,330,910 | $12,376,757 | $-3,879,182 |
| 2024 | No data | No data | No data | No data |
| 2023 | $66,253,538 | $68,378,773 | $18,696,348 | $-2,125,235 |
| 2022 | $61,405,504 | $65,723,693 | $19,882,347 | $-4,318,189 |
| 2021 | $56,695,008 | $55,250,500 | $24,375,270 | $1,444,508 |
| 2020 | $51,405,757 | $50,970,686 | $21,573,707 | $435,071 |
| 2019 | $52,126,742 | $51,577,795 | $20,789,957 | $548,947 |
| 2018 | $55,531,694 | $52,637,589 | $20,065,816 | $2,894,105 |
Compare MONTANA UNIFIED SCHOOL TRUST with other nonprofits in Montana and across the country.