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Montana Unified School Trust

  • Helena, MT
  • EIN: 81-0407145

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Summary charts: organization finances over time

Revenue
$66.3M (2023)

Expenses
$68.4M (2023)

Total Assets
$18.7M (2023)

Total Liabilities
$10.8M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,253,538
Expenses
$68,378,773
Net Income
-$2,125,235
Net Assets
$7,909,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $65,616,539
99.0%
Investment Income $334,164
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $302,835
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,696,348
Total Liabilities $10,786,734
Net Assets $7,909,614
Compensation
Key Employees and Officers Compensation Related Other
Brad Moore (Vice Chair) $0 $113,143 $37,512
Mark Roesler Begalke (Treasurer) $0 $28,069 $2,492
Shawn Bubb (Chair) $0 $254,737 $56,474
Dan Grabowska (Trustee) $0 $119,121 $43,115
Sarah Piper (Trustee) $0 $92,920 $58,756
Patricia Toavs (Trustee) $0 $74,951 $32,990
Gayle Venturelli (Trustee) $0 $0 $0
Tom Mclaughlin (Trustee) $0 $0 $0
Wade Sundby (Trustee) $0 $112,768 $18,101
Andrew Holmlund (Ceo Mssf) $0 $177,636 $40,493
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Document Links

990
Filed on May 9, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,405,504
Expenses
$65,723,693
Net Income
-$4,318,189
Net Assets
$10,119,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,945,870
99.3%
Investment Income $354,538
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $105,096
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,882,347
Total Liabilities $9,762,759
Net Assets $10,119,588
Compensation
Key Employees and Officers Compensation Related Other
Jack Babon (Chair) $0 $0 $0
Brad Moore (Vice Chair) $0 $73,899 $33,974
Mark Roesler Begalke (Treasurer) $0 $27,863 $2,542
Shawn Bubb (Trustee) $0 $202,510 $49,251
Dan Grabowska (Trustee) $0 $120,106 $37,634
Sarah Piper (Trustee) $0 $88,566 $56,833
Dr Doug Reisig (Trustee) $0 $197,951 $32,116
Patricia Toavs (Trustee) $0 $76,775 $24,187
Gayle Venturelli (Trustee) $0 $0 $0
Andrew Holmlund (Ceo Mssf) $0 $172,484 $37,996
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Document Links

990
Filed on May 2, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,695,008
Expenses
$55,250,500
Net Income
$1,444,508
Net Assets
$16,530,827
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,209,854
99.1%
Investment Income $306,846
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $178,308
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,375,270
Total Liabilities $7,844,443
Net Assets $16,530,827
Compensation
Key Employees and Officers Compensation Related Other
Jack Babon (Chair) $0 $0 $0
Brad Moore (Vice Chair) $0 $0 $0
Mark Roesler Begalke (Treasurer) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Sarah Piper (Trustee) $0 $0 $0
Dan Grabowska (Trustee) $0 $0 $0
Dr Doug Reisig (Trustee) $0 $0 $0
Patricia Toavs (Trustee) $0 $0 $0
Gayle Venturelli (Trustee) $0 $0 $0
Andrew Holmlund (Ceo Mssf) $0 $168,430 $37,451
+ View more people

Document Links

990
Filed on April 21, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,405,757
Expenses
$50,970,686
Net Income
$435,071
Net Assets
$14,393,376
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,735,016
98.7%
Investment Income $309,897
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $360,844
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,573,707
Total Liabilities $7,180,331
Net Assets $14,393,376
Compensation
Key Employees and Officers Compensation Related Other
Andrew Holmlund (Ceo Mssf) $0 $163,045 $35,772
Jack Babon (Chair) $0 $0 $0
Brad Moore (Vice Chair) $0 $0 $0
Mark Roesler Begalke (Treasurer) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Diane Fladmo (Trustee) $0 $0 $0
Dan Grabowska (Trustee) $0 $0 $0
Dr Doug Reisig (Trustee) $0 $0 $0
Patricia Toavs (Trustee) $0 $0 $0
Gayle Venturelli (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,126,742
Expenses
$51,577,795
Net Income
$548,947
Net Assets
$13,601,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,657,937
99.1%
Investment Income $309,926
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $158,879
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,789,957
Total Liabilities $7,188,914
Net Assets $13,601,043
Compensation
Key Employees and Officers Compensation Related Other
Jack Babon (Chair) $0 $0 $0
Brad Moore (Vice Chair) $0 $0 $0
Mark Roesler Begalke (Treasurer) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Diane Fladmo (Trustee) $0 $0 $0
Dr Doug Reisig (Trustee) $0 $0 $0
Ken Taylor (Trustee) $0 $0 $0
Charlee Thompson (Trustee) $0 $0 $0
Patricia Toavs (Trustee) $0 $0 $0
Andrew Holmlund (Ceo Mssf) $0 $152,083 $32,200
Jeaneen Campbell (Vp Of Operations Mssf) $0 $135,870 $34,521
+ View more people

Document Links

990
Filed on May 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,531,694
Expenses
$52,637,589
Net Income
$2,894,105
Net Assets
$12,673,810
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,229,014
99.5%
Investment Income $237,411
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $65,269
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,065,816
Total Liabilities $7,392,006
Net Assets $12,673,810
Compensation
Key Employees and Officers Compensation Related Other
Bruce Mihelish (Non Voting Board Member) $4,000 $0 $0
Rich Nelson (Non Voting Board Member) $4,000 $0 $0
Jack Babon (Chair) $0 $0 $0
Brad Moore (Vice Chair) $0 $0 $0
Mark Roesler Begalke (Treasurer) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Paul Finnicum (Trustee) $0 $0 $0
Diane Fladmo (Trustee) $0 $0 $0
Eldon Chad Johnson (Trustee) $0 $0 $0
Ken Taylor (Trustee) $0 $0 $0
Patricia Toavs (Trustee) $0 $0 $0
Andrew Holmlund (Ceo Mssf) $0 $145,700 $33,139
Jeaneen Campbell (Vp Of Operations Mssf) $0 $132,140 $28,651
+ View more people

Document Links

990
Filed on May 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,716,518
Expenses
$50,365,709
Net Income
$4,350,809
Net Assets
$9,702,993
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,325,981
99.3%
Investment Income $188,046
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $202,491
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,850,200
Total Liabilities $7,147,207
Net Assets $9,702,993
Compensation
Key Employees and Officers Compensation Related Other
Rich Nelson (Non Voting Board Member) $4,000 $0 $0
Bruce Mihelish (Non Voting Board Member) $3,000 $0 $0
Jack Babon (Chair) $0 $0 $0
Brad Moore (Vice Chair) $0 $0 $0
Mark Roesler Begalke (Treasurer) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Paul Finnicum (Trustee) $0 $0 $0
Diane Fladmo (Trustee) $0 $0 $0
Eldon Chad Johnson (Trustee) $0 $0 $0
Ken Taylor (Trustee) $0 $0 $0
Patricia Toavs (Trustee) $0 $0 $0
Andy Holmlund (Ceo) $0 $58,917 $14,313
Christina Sharp (Former Ceo) $0 $128,194 $34,199
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Document Links

990
Filed on March 28, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,816,757
Expenses
$54,644,869
Net Income
$171,888
Net Assets
$5,343,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,631,786
99.7%
Investment Income $159,810
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,161
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,656,272
Total Liabilities $8,312,497
Net Assets $5,343,775
Compensation
Key Employees and Officers Compensation Related Other
Bruce Mihelish (Non Voting Member) $5,000 $0 $0
Rich Nelson (Non Voting Member) $5,000 $0 $0
Brad Moore (Vice Chair) $0 $0 $0
Diane Fladmo (Trustee) $0 $0 $0
Jack Babon (Chair) $0 $0 $0
Mark Roesler Begalke (Treasurer) $0 $0 $0
Patricia Toavs (Trustee) $0 $0 $0
Paul Finnicum (Trustee) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Tim Tharp (Trustee) $0 $0 $0
Verne Beffert (Trustee) $0 $0 $0
Christina Sharp (Ceo) $0 $0 $0
Eric Schindler (Ceo (Retired 12/31/15)) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 4, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,221,751
Expenses
$55,723,498
Net Income
-$2,501,747
Net Assets
$5,070,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,995,489
99.6%
Investment Income $169,391
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,871
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,362,358
Total Liabilities $9,291,606
Net Assets $5,070,752
Compensation
Key Employees and Officers Compensation Related Other
Rich Nelson (Non Voting Member) $5,000 $0 $0
Bruce Mihelish (Non Voting Member) $4,000 $0 $0
Mark Halvorson (Vice Chair) $0 $0 $0
Diane Fladmo (Trustee) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Brad Moore (Treasurer) $0 $0 $0
Jack Babon (Chair) $0 $0 $0
Scott Mckenzie (Trustee) $0 $0 $0
Tim Tharp (Trustee) $0 $0 $0
Verne Beffert (Trustee) $0 $0 $0
Paul Finnicum (Trustee) $0 $0 $0
Eric Schindler (Ceo) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,611,570
Expenses
$31,529,706
Net Income
-$918,136
Net Assets
$7,501,034
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,498,134
99.6%
Investment Income $117,771
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,631
Net Inventory Sales $0
Other Revenue $3,296
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,880,780
Total Liabilities $5,379,746
Net Assets $7,501,034
Compensation
Key Employees and Officers Compensation Related Other
Bruce Mihelish (Non Voting Member) $4,000 $0 $0
Connie Welch (Non Voting Member) $3,000 $0 $0
Rich Nelson (Non Voting Member) $1,000 $0 $0
Mark Halvorson (Trustee) $0 $0 $0
Dr Jan Riebhoff (Chair) $0 $0 $0
Diane Fladmo (Treasurer) $0 $0 $0
Shawn Bubb (Trustee) $0 $0 $0
Brad Moore (Trustee) $0 $0 $0
Jennifer O'connor (Trustee) $0 $0 $0
Jack Babon (Trustee) $0 $0 $0
Scott Mckenzie (Trustee) $0 $0 $0
Eric Schindler (Ceo) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,981,268
Expenses
$30,474,109
Net Income
$4,507,159
Net Assets
$8,266,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,888,352
99.7%
Investment Income $112,354
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,793
Net Inventory Sales $0
Other Revenue $3,355
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,074,698
Total Liabilities $4,808,017
Net Assets $8,266,681

Document Links

990
Filed on March 27, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,396,872
Expenses
$38,011,584
Net Income
-$1,614,712
Net Assets
$3,832,889
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,260,313
99.6%
Investment Income $135,961
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,632
Net Inventory Sales $0
Other Revenue $3,230
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,538,611
Total Liabilities $5,705,722
Net Assets $3,832,889

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated