Civic Intelligence

School Services of Montana

990 • Fiscal year 2017 • EIN 46-0552293

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 13, 2017

Organization ProfileWWW.RESA4U.ORG

View Organization Page

404 West Main StreetBozeman, MT 59715

(406) 624-3336

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.09x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$63,645

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

91st percentile

60%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$209,767

Up $78,324 (+60%) from 2016

Net Assets

Up

$191,162

Up $92,354 (+93%) from 2016

Liabilities

Down

$18,605

Down $14,030 (-43%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin73rd percentile

Revenue

Up

$569,444

Up $187,108 (+49%) from 2016

Expenses

Up

$477,090

Up $131,598 (+38%) from 2016

Net Income

Up

$92,354

Up $55,510 (+151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $63,267Liabilities 2013: $10,522Net Assets 2013: $52,7452013Assets 2014: $72,561Liabilities 2014: $37,701Net Assets 2014: $34,8602014Assets 2015: $115,957Liabilities 2015: $53,993Net Assets 2015: $61,9642015Assets 2016: $131,443Liabilities 2016: $32,635Net Assets 2016: $98,8082016Assets 2017: $209,767Liabilities 2017: $18,605Net Assets 2017: $191,1622017Assets 2018: $218,932Liabilities 2018: $7,705Net Assets 2018: $211,2272018Assets 2019: $240,518Liabilities 2019: $7,772Net Assets 2019: $232,7462019Assets 2020: $347,975Liabilities 2020: $91,502Net Assets 2020: $256,4732020Assets 2021: $716,871Liabilities 2021: $90,488Net Assets 2021: $626,3832021Assets 2022: $768,120Liabilities 2022: $9,958Net Assets 2022: $758,1622022Assets 2023: $804,909Liabilities 2023: $138,191Net Assets 2023: $666,7182023Assets 2024: $979,991Liabilities 2024: $149,723Net Assets 2024: $830,2682024Assets 2025: $1,182,829Liabilities 2025: $107,177Net Assets 2025: $1,075,6522025

Highlighted filing

2017

Assets$209,767
Liabilities$18,605
Net Assets$191,162
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2013: $324,351Expenses 2013: $271,606Net Income 2013: $52,7452013Revenue 2014: $357,819Expenses 2014: $375,704Net Income 2014: -$17,8852014Revenue 2015: $423,949Expenses 2015: $396,845Net Income 2015: $27,1042015Revenue 2016: $382,336Expenses 2016: $345,492Net Income 2016: $36,8442016Revenue 2017: $569,444Expenses 2017: $477,090Net Income 2017: $92,3542017Revenue 2018: $570,188Expenses 2018: $550,123Net Income 2018: $20,0652018Revenue 2019: $619,330Expenses 2019: $600,208Net Income 2019: $19,1222019Revenue 2020: $592,756Expenses 2020: $571,466Net Income 2020: $21,2902020Revenue 2021: $1,018,264Expenses 2021: $648,435Net Income 2021: $369,8292021Revenue 2022: $921,565Expenses 2022: $782,486Net Income 2022: $139,0792022Revenue 2023: $790,894Expenses 2023: $881,609Net Income 2023: -$90,7152023Revenue 2024: $1,212,543Expenses 2024: $1,050,149Net Income 2024: $162,3942024Revenue 2025: $1,427,027Expenses 2025: $1,183,105Net Income 2025: $243,9222025

Highlighted filing

2017

Revenue$569,444
Expenses$477,090
Net Income$92,354
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 13, 2017
Return Version
2016v3.0
Gross Receipts
$615,564
Mission and Program Overview

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.

The core purpose of southwest montana school services (resa4u) 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,059$75,639▲ $10,580
Accounts Receivable$62,503$53,656▼ $8,847
Investments Other Securities-$50,669-
Savings and Temporary Cash Investments-$29,498-
Land, Buildings, and Equipment, Net$3,881$305▼ $3,576
Total Assets$131,443$209,767▲ $78,324
Liabilities
Accounts Payable and Accrued Expenses$32,635$18,605▼ $14,030
Total Liabilities$32,635$18,605▼ $14,030
Net Assets / Fund Balance
Unrestricted Net Assets$98,808$191,162▲ $92,354
Total Net Assets Fund Balance$98,808$191,162▲ $92,354
Total Liabilities and Net Assets / Fund Balance$131,443$209,767▲ $78,324

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$305$29,394$29,699
Other Securities$50,669--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce GrubbsExecutive DirectorPT$59,481$4,164$63,645

Board Members and Trustees

NameTitle
Chad JohnsonBoard Chair
Fred HofmanVice Chair
Gary HaverfieldDirector
Gerry NolanDirector
Jules WaberDirector
Laurie SaloDirector
Lynne ScaliaDirector
Rick DuncanDirector
Robert DobellDirector
Scott McdowellDirector
Tena VerslandDirector
Mike WatermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$135,676
Program Service Revenue
$359,100
Investment Income
$672
Other Revenue
$73,996
All Other Contributions
$79,495
Change in Net Assets
$92,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$281,672
Other Expenses$195,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,705$38,223-$193,928
Current Officers, Directors, Trustees, and Key Employees-$43,362-$43,362
Conferences and Meetings$22,651$16,278-$38,929
Information Technology$32,193$2,594-$34,787
Fees for Services Other$23,736--$23,736
Payroll Taxes$13,050$6,712-$19,762
Other Employee Benefits$12,633$5,895-$18,528
Insurance-$10,916-$10,916
Office Expenses$1,222$9,540-$10,762
Fees for Services Accounting-$6,984-$6,984
Pension Plan Contributions$3,417$2,675-$6,092
Depreciation Depletion$3,576--$3,576
Advertising$220$3,335-$3,555
Other Expenses$49$1,472-$1,521
Fees for Services Legal-$80-$80
Total Functional Expenses$325,221$151,869$0$477,090
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to filing, the 990 is reviewed and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Southwest Montana School Services
EIN
46-0552293
Phone
4066243336
Address
404 WEST MAIN STREET, BOZEMAN, MT 59715

Signing Officer

Name
Bruce Grubbs
Title
Executive Director
Phone
4066243336
Signed
2017-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Grubbs
Formed
2012
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
8
Volunteers
12

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
1019 EAST MAIN STE 201, BOZEMAN, MT 59715
Preparer
William G Mills
Phone
4065566160
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06712
IRS990/PayrollTaxesGrp/ProgramServicesAmt013050
IRS990/PayrollTaxesGrp/TotalAmt019762
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02675
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03417
IRS990/PensionPlanContributionsGrp/TotalAmt06092
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRUCE GRUBBS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611430
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0BUSINESS SERV TO MEMBE
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2TECHNOLOGY
IRS990/ProgramServiceRevenueGrp/Desc3PROFESSIONAL DEV COURS
IRS990/ProgramServiceRevenueGrp/Desc4INSURANCE PROVIDED TO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0121053
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt193349
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt245951
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt339626
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt435629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0121053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt193349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt245951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt339626
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt435629
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt095243
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0137668
IRS990/PYOtherRevenueAmt010403
IRS990/PYProgramServiceRevenueAmt0276690
IRS990/PYRevenuesLessExpensesAmt036844
IRS990/PYSalariesCompEmpBnftPaidAmt0207824
IRS990/PYTotalExpensesAmt0345492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0382336
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt092354
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0433096
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029498
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0135676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0139203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0169271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0254304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0793697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0672
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0672
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01520489
IRS990ScheduleA/PublicSupportCY170Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt0793697
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0135676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0139203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0169271
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0254304
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0793697
IRS990ScheduleA/TotalSupportAmt0794369
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0305
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029394
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029699
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt050669
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD INVESTMENTS - MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0305
IRS990ScheduleD/TotalBookValueSecuritiesAmt050669
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0131443
IRS990/TotalAssetsEOYAmt0209767
IRS990/TotalAssetsGrp/BOYAmt0131443
IRS990/TotalAssetsGrp/EOYAmt0209767
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0135676
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0151869
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0325221
IRS990/TotalFunctionalExpensesGrp/TotalAmt0477090
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032635
IRS990/TotalLiabilitiesEOYAmt018605
IRS990/TotalLiabilitiesGrp/BOYAmt032635
IRS990/TotalLiabilitiesGrp/EOYAmt018605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt098808
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0191162
IRS990/TotalOtherCompensationAmt04164
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt023492
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt023492
IRS990/TotalProgramServiceExpensesAmt0325221
IRS990/TotalProgramServiceRevenueAmt0359100
IRS990/TotalReportableCompFromOrgAmt059481
IRS990/TotalRevenueGrp/ExclusionAmt0672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0433096
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0569444
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0131443
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0209767
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt098808

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,767
Liabilities
$18,605
Net assets
$191,162
Revenue
$569,444
Expenses
$477,090
Net income
$92,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.18$0.11$1.08$1.43$1.18$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.15$0.83$1.21$1.05$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.14$0.67$0.79$0.88$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.92$0.78$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.09$0.63$1.02$0.65$0.37
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.09$0.26$0.59$0.57$0.02
2019Summary only. Only limited summary data is available for this year.$0.24$0.01$0.23$0.62$0.60$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$0.57$0.55$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$0.57$0.48$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.38$0.35$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.05$0.06$0.42$0.40$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.04$0.03$0.36$0.38$0.02
2013Summary only. Only limited summary data is available for this year.$0.06$0.01$0.05$0.32$0.27$0.05