Civic Intelligence

Montana Higher Education Student Assistance Corporation

990 • Fiscal year 2019 • EIN 81-0393527

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 26, 2019

Organization ProfileWWW.MHESAC.ORG

View Organization Page

PO Box 5209Helena, MT 59604

(406) 495-7800

Siviq Scores

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

Liabilities / Assets

88th percentile

0.87x

Higher debt load relative to assets than 88% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

18.14x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

13th percentile

-5.9%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

17th percentile

$397,209

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

3rd percentile

-12%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

6.5%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$666,466,179

Down $89,277,260 (-12%) from 2018

Net Assets

Down

$86,723,545

Down $1,822,576 (-2.1%) from 2018

Liabilities

Down

$579,742,634

Down $87,454,684 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin13th percentile

Revenue

Up

$31,953,405

Up $1,945,492 (+6.5%) from 2018

Expenses

Up

$33,829,885

Up $911,974 (+2.8%) from 2018

Net Income

Up

-$1,876,480

Up $1,033,518 (+36%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2011: $1,548,848,559Liabilities 2011: $1,507,992,783Net Assets 2011: $40,855,7762011Assets 2012: $1,476,754,430Liabilities 2012: $1,370,065,157Net Assets 2012: $106,689,2732012Assets 2013: $1,316,037,965Liabilities 2013: $1,209,278,078Net Assets 2013: $106,759,8872013Assets 2014: $1,192,762,703Liabilities 2014: $1,089,555,544Net Assets 2014: $103,207,1592014Assets 2015: $1,074,548,977Liabilities 2015: $974,905,351Net Assets 2015: $99,643,6262015Assets 2016: $965,432,682Liabilities 2016: $870,074,273Net Assets 2016: $95,358,4092016Assets 2017: $859,565,581Liabilities 2017: $768,124,859Net Assets 2017: $91,440,7222017Assets 2018: $755,743,439Liabilities 2018: $667,197,318Net Assets 2018: $88,546,1212018Assets 2019: $666,466,179Liabilities 2019: $579,742,634Net Assets 2019: $86,723,5452019Assets 2020: $593,255,692Liabilities 2020: $507,899,623Net Assets 2020: $85,356,0692020Assets 2021: $535,782,585Liabilities 2021: $450,667,713Net Assets 2021: $85,114,8722021Assets 2022: $454,297,151Liabilities 2022: $370,977,974Net Assets 2022: $83,319,1772022Assets 2023: $381,209,209Liabilities 2023: $300,020,864Net Assets 2023: $81,188,3452023Assets 2024: $320,626,994Liabilities 2024: $242,251,517Net Assets 2024: $78,375,4772024Assets 2025: $280,386,190Liabilities 2025: $204,330,070Net Assets 2025: $76,056,1202025

Highlighted filing

2019

Assets$666,466,179
Liabilities$579,742,634
Net Assets$86,723,545
Open 2019 Filing

Operations Trend

Revenue Growth61st percentile

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

$150M$100M$50M$0-$50MExpenses 2011: $40,508,7112011Revenue 2012: $119,407,568Expenses 2012: $27,628,215Net Income 2012: $91,779,3532012Expenses 2013: $41,691,8412013Revenue 2014: $34,966,109Expenses 2014: $38,519,282Net Income 2014: -$3,553,1732014Revenue 2015: $31,168,796Expenses 2015: $34,732,326Net Income 2015: -$3,563,5302015Revenue 2016: $29,547,360Expenses 2016: $33,834,572Net Income 2016: -$4,287,2122016Revenue 2017: $29,554,619Expenses 2017: $33,475,814Net Income 2017: -$3,921,1952017Revenue 2018: $30,007,913Expenses 2018: $32,917,911Net Income 2018: -$2,909,9982018Revenue 2019: $31,953,405Expenses 2019: $33,829,885Net Income 2019: -$1,876,4802019Revenue 2020: $24,210,727Expenses 2020: $25,757,349Net Income 2020: -$1,546,6222020Revenue 2021: $16,450,082Expenses 2021: $16,652,032Net Income 2021: -$201,9502021Revenue 2022: $15,047,614Expenses 2022: $16,317,868Net Income 2022: -$1,270,2542022Revenue 2023: $23,987,922Expenses 2023: $26,030,923Net Income 2023: -$2,043,0012023Revenue 2024: $24,508,201Expenses 2024: $27,540,007Net Income 2024: -$3,031,8062024Revenue 2025: $19,567,092Expenses 2025: $22,003,288Net Income 2025: -$2,436,1962025

Highlighted filing

2019

Revenue$31,953,405
Expenses$33,829,885
Net Income-$1,876,480
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 26, 2019
Return Version
2018v3.1
Gross Receipts
$31,953,405
Mission and Program Overview

Mission

Mhesac offers borrower benefits in the form of principal and interest rate reductions to existing student loan borrowers. Through its reach higher montana (rhm) programs, it provides a range of services that includes outreach, scholarships and education finance planning.

Dedicated to helping montana citizens finance and achieve their post-secondary education goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$704,416,588$612,458,397▼ $91,958,191
Savings and Temporary Cash Investments$22,142,699$19,114,252▼ $3,028,447
Prepaid Expenses and Deferred Charges$7,418,467$9,180,722▲ $1,762,255
Investments in Publicly Traded Securities$249,199$7,726,989▲ $7,477,790
Investments Other Securities$650,949$656,647▲ $5,698
Cash and Non-Interest-Bearing Accounts$4,572,698$584,454▼ $3,988,244
Total Assets$755,743,439$666,466,179▼ $89,277,260
Other Assets Total$16,292,839$16,744,718▲ $451,879
Liabilities
Mortgage Notes Payable Secured by Investment Property$664,700,145$577,806,751▼ $86,893,394
Accounts Payable and Accrued Expenses$2,496,795$1,935,883▼ $560,912
Other Liabilities$378$0▼ $378
Total Liabilities$667,197,318$579,742,634▼ $87,454,684
Net Assets / Fund Balance
Unrestricted Net Assets$88,546,121$86,723,545▼ $1,822,576
Total Net Assets Fund Balance$88,546,121$86,723,545▼ $1,822,576
Total Liabilities and Net Assets / Fund Balance$755,743,439$666,466,179▼ $89,277,260

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$612,458,397--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$650,949-▲ $5,697-$656,646
2017$647,605-▲ $3,344-$650,949
2016-$645,448▲ $2,157-$647,605
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly CresswellRhm Executive DirectorFT-$145,594$145,594
Kim CunninghamDirector-$1,800$1,800$3,600
Terry CosgroveDirector-$1,800$1,800$3,600
George OlsenDirector/secretary/treasurer-$1,800-$1,800
Michael GreenBoard Chair/president-$1,800-$1,800
William ThomasVice-chair-$1,800-$1,800
Casey LozarDirector-$1,800-$1,800
Shannon StoberDirector-$1,800-$1,800

Board Members and Trustees

NameTitle
Ron MuffickVice-president
Brianne RogersDirector
Wendy WigertDirector
Clayton ChristianEx Officio Director
Scott TodorovichCEO
James StipcichCEO Thru 3/23/18
Jolene SelbyCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Student Assistance FoundationMgmt & Loan Services, Programs DeliveryPO BOX 5209, Helena, MT 59604$5,939,108
Revenue and Support

Revenue Composition

Contributions and Grants
$394,952
Program Service Revenue
$30,983,487
Investment Income
$574,966
Other Revenue
$0
All Other Contributions
$33,302
Change in Net Assets
$-1,876,480

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table47$26,273Fair Market Value (FMV)
Total Noncash Contributions47$26,273-

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,083,093
Revenue Not Reported on Financial Statements
$-129,688
Revenue Not Reported on Form 990
$63,904
Other Revenue Adjustments
$-129,688
Total Revenue per Audited Statements
$32,146,997
Total Revenue per Form 990
$31,953,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,426,338
Grants and Similar Amounts Paid$391,097
Salaries, Compensation, and Employee Benefits$12,450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$21,475,933--$21,475,933
Fees for Services Management$2,566,199$187-$2,566,386
Depreciation Depletion$1,821,560$2,217-$1,823,777
Grants to Domestic Individuals$298,847--$298,847
Fees for Services Other$148,276$131-$148,407
Conferences and Meetings$112,845$1,762-$114,607
All Other Expenses$94,162$9,843-$104,005
Grants to Domestic Orgs$92,250--$92,250
Travel$74,989$3,560-$78,549
Office Expenses$52,993$25,472-$78,465
Other Expenses$65,095$218,501-$65,095
Occupancy$34,751$16,742-$51,493
Insurance$28,836$20,902-$49,738
Advertising$37,674$139-$37,813
Current Officers, Directors, Trustees, and Key Employees-$12,450-$12,450
Fees for Service Investment Mgmnt Fees$5,504--$5,504
Fees for Services Accounting-$899-$899
Fees for Services Legal-$715-$715
Total Functional Expenses$33,516,365$313,520$0$33,829,885

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$33,969,571
Total Expenses per Form 990$33,829,885
Expenses per Audited Statements$33,824,379
Expenses Not Reported on Form 990$145,192
Expenses Not Reported on Financial Statements$5,506
Other Expense Adjustments$5,506
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
GOVERNOR'S OFFICE OF COMMUNITY SERVICEHelena, MTGovernmentYouth Service Montana Scholarships$50,000
Montana College Access NetworkMissoula, MT501(c)(3)Organization Support Grant$22,000
Helena Education FoundationHelena, MT501(c)(3)Pen and Ink$10,250
Montana Chamber FoundationHelena, MT501(c)(3)Envision 2025$10,000
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jolene SelbyMhesac CFO and Top Financial OfficialNoted CFO and Top Financial Official for Mhesac Is an Officer of Student Assistance FoundationNo-
Kelly CresswellOfficerNoted Officer Is Also an Officer of Student Assistance Foundation.No-
Kim CunninghamBoard MemberNoted Board Member Is Chair on Student Assistance Foundation BoardNo-
Scott TodorovichMhesac CEO and Top Management OfficialNoted CEO and Top Management Official for Mhesac Is an Officer of Student Assistance Foundation.No-
Terry CosgroveBoard MemberNoted Board Member Is on Both Student Assistance Foundation and Mhesac BoardsNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Three mhesac officers: scott todorovich, jolene selby and kelly cresswell work for the same organization.”

Form 990, Part VI, Section A, Line 3

“Student assistance foundation is a 509(a)(3)supporting organization organized to provide montana higher education student assistance corporation (mhesac), with all the necessary management and administrative services required to operate mhesac's student loan program, perform all the responsibilities under the indentures, and to service all student loans owned by mhesac.”

Form 990, Part VI, Section A, Line 7A

“The chair of the board of regents can appoint a voting member.”

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

“The return is made available to the full board and reviewed by the audit committee prior to filing. The audit committee presents the return to the full board at the next scheduled meeting.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to disclose conflicts of interest prior to participating in the discussion of the topic. The disclosure is noted in the minutes. All votes have to be carried by a majority of disinterested parties.”

Form 990, Part VI, Section B, Line 15

“The organization does not incur compensation or payroll related expenses. Board members are paid honorariums only and reimbursed for travel expenditures. The process for determining executive compensation by the student assistance foundation, mhesac's management company, is as follows: when executive and officer employment contracts are renewed, the saf board appoints a compensation committee to review and recommend compensation of the ceo for board approval. The saf board approves any annual cost of living adjustments.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available from the company's website and other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Montana Higher Education Student
EIN
81-0393527
Phone
4064957800
Address
PO BOX 5209, HELENA, MT 59604

Signing Officer

Name
Michael Green
Title
President
Phone
4064957800
Signed
2019-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Green
Formed
1980
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
120

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Suzanne M Severin CPA
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Program costs: program service expenses 46,024. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,024. Other grants: program service expenses 30,650. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,650. Dues & subscriptions: program service expenses 12,260. Management and general expenses 9,843. Fundraising expenses 0. Total expenses 22,103. Listing fees: program service expenses 5,228. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,228.”

Form 990, Part XII, Line 2C - Oversite of Audit

“The process for the oversight responsibility of the audit has not changed and is consistent with prior years.”

Financial Statement Notes

PART V, LINE 4:

“Funds to be used for programs.”

PART X, LINE 2:

“Mhesac is a not-for-profit corporation exempt from taxation under internal revenue code 501(c)(3). Accordingly, no provision for income taxes has been necessary in the past. On december 22, 2017, the tax cuts and jobs act was signed into law. Included in this bill was a provision that specified that amounts incurred for certain qualified transportation benefits, including qualified parking, are now not deductible, even by not-for-profits. The rhm offices are located in an area where parking is not free and the company has provided parking passes to the contract saf employees that work at that site. This amount becomes subject to unrelated business income tax. Mhesac has accrued $1,101 in income tax expense for the year ended june 30, 2019.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Uncollectible accounts -135,192. Investment management advisor fee 5,504.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Uncollectible accounts 135,192.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management advisor fee 5,504. Rounding 2.”

Raw XML AppendixShowing 400 of 749 raw XML fields

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/Desc0ACQUISITION AND SERVICING OF GUARANTEED STUDENT LOANS AS A SECONDARY STUDENT LOAN MARKET FOR THE FEDERAL FAMILY EDUCATION LOAN PROGRAM (FFELP). BENEFITS PROVIDED TO BORROWERS THROUGH REBATE, INCENTIVE, AND RATE REDUCTION PROGRAMS TOTALED $778 THOUSAND FOR 11,756 BORROWERS IN FISCAL YEAR 2019. $53 MILLION IN BENEFITS HAVE BEEN PROVIDED TO BORROWERS SINCE INCEPTION OF BORROWER BENEFIT PROGRAMS IN 1996. SINCE INCEPTION, MHESAC HAS PROVIDED MORE THAN $3.7 BILLION IN STUDENT LOANS TO OVER 241,000 BORROWERS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1119204
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1234435
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt138983
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1422938
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY COSGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE OLSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIANNE ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm6SHANNON STOBER
IRS990/Form990PartVIISectionAGrp/PersonNm7WENDY WIGERT
IRS990/Form990PartVIISectionAGrp/PersonNm8CASEY LOZAR
IRS990/Form990PartVIISectionAGrp/PersonNm9CLAYTON CHRISTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm10RON MUFFICK
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT TODOROVICH
IRS990/Form990PartVIISectionAGrp/PersonNm12JOLENE SELBY
IRS990/Form990PartVIISectionAGrp/PersonNm13KELLY CRESSWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES STIPCICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt81800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11167676
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12153471
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13136611
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14374271
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR/SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EX OFFICIO DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13RHM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO THRU 3/23/18
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0361650
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0298847
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0298847
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt092250
IRS990/GrantsToDomesticOrgsGrp/TotalAmt092250
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt031953405
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt020902
IRS990/InsuranceGrp/ProgramServicesAmt028836
IRS990/InsuranceGrp/TotalAmt049738
IRS990/InterestGrp/ProgramServicesAmt021475933
IRS990/InterestGrp/TotalAmt021475933
IRS990/InvestmentIncomeGrp/ExclusionAmt0574966
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0574966
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0650949
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0656647
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0704416588
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0612458397
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0249199
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07726989
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MHESAC OFFERS BORROWER BENEFITS IN THE FORM OF PRINCIPAL AND INTEREST RATE REDUCTIONS TO EXISTING STUDENT LOAN BORROWERS. THROUGH ITS REACH HIGHER MONTANA (RHM) PROGRAMS, IT PROVIDES A RANGE OF SERVICES THAT INCLUDES OUTREACH, SCHOLARSHIPS AND EDUCATION FINANCE PLANNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0664700145
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0577806751
IRS990/NetAssetsOrFundBalancesBOYAmt088546121
IRS990/NetAssetsOrFundBalancesEOYAmt086723545
IRS990/NetUnrelatedBusTxblIncmAmt04106
IRS990/NetUnrlzdGainsLossesInvstAmt053904
IRS990/NoncashContributionsAmt026273
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016742
IRS990/OccupancyGrp/ProgramServicesAmt034751
IRS990/OccupancyGrp/TotalAmt051493
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025472
IRS990/OfficeExpensesGrp/ProgramServicesAmt052993
IRS990/OfficeExpensesGrp/TotalAmt078465
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016292839
IRS990/OtherAssetsTotalGrp/EOYAmt016744718
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INCOME TAX
IRS990/OtherExpensesGrp/Desc1CONSOLIDATION LOAN FEES
IRS990/OtherExpensesGrp/Desc2CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc3LENDER LOAN AND INCENTI
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0218501
IRS990/OtherExpensesGrp/ProgramServicesAmt01101
IRS990/OtherExpensesGrp/ProgramServicesAmt15777879
IRS990/OtherExpensesGrp/ProgramServicesAmt2827471
IRS990/OtherExpensesGrp/ProgramServicesAmt365095
IRS990/OtherExpensesGrp/TotalAmt01101
IRS990/OtherExpensesGrp/TotalAmt15777879
IRS990/OtherExpensesGrp/TotalAmt21045972
IRS990/OtherExpensesGrp/TotalAmt365095
IRS990/OtherLiabilitiesGrp/BOYAmt0378
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07418467
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09180722
IRS990/PrincipalOfficerNm0MICHAEL GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST & SPECIAL ALLOWANCE
IRS990/ProgramServiceRevenueGrp/Desc1LEGAL SETTLEMENT
IRS990/ProgramServiceRevenueGrp/Desc2LOAN PURCHASE DISCOUNT AMORTIZATI
IRS990/ProgramServiceRevenueGrp/Desc3LOSS ON BOND REDEMPTION
IRS990/ProgramServiceRevenueGrp/Desc4UNCOLLECTIBLE ACCOUNTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt030769852
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1382049
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-45031
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-135192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030769852
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1382049
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-45031
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-135192
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY OUTREACH PROGRAMS FOCUS ON CONNECTING HIGH SCHOOL AND COLLEGE STUDENTS TO RESOURCES NECESSARY FOR THE PURSUIT OF POST SECONDARY EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01137116
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0278847
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE OUTREACH AND SUPPORT TO STUDENTS THROUGH LOCAL OUTREACH OFFICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0448114
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DELIVER AND ADMINISTER SCHOLARSHIPS AND GRANTS TO MONTANA STUDENTS TO HELP FUND THEIR HIGHER EDUCATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0124500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0112250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0272473
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0294467
IRS990/PYInvestmentIncomeAmt0149078
IRS990/PYOtherExpensesAmt032610844
IRS990/PYOtherRevenueAmt02365
IRS990/PYProgramServiceRevenueAmt029583997
IRS990/PYRevenuesLessExpensesAmt0-2909998
IRS990/PYSalariesCompEmpBnftPaidAmt012600
IRS990/PYTotalExpensesAmt032917911
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030007913
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1876480
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt030983487
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022142699
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019114252
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0394952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0272473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0937331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01604756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0574966
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0149078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0424352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0314663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0277779
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01740838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030983487
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029583997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028192935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029232697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030891017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0148884133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0574966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0149078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0424352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0314663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0277779
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01740838
IRS990ScheduleA/InvestmentIncomeCYPct00.01140
IRS990ScheduleA/InvestmentIncomePYPct00.00930
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98860
IRS990ScheduleA/PublicSupportPY509Pct00.99070
IRS990ScheduleA/PublicSupportTotal509Amt0150488889
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031378439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029856470
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029130266
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029232697
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030891017

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$666,466,179
Liabilities
$579,742,634
Net assets
$86,723,545
Revenue
$31,953,405
Expenses
$33,829,885
Net income
-$1,876,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$280$204$76.1$19.6$22.0$2.44
2024Detailed filing. Detailed filing data is available for this year.$321$242$78.4$24.5$27.5$3.03
2023Detailed filing. Detailed filing data is available for this year.$381$300$81.2$24.0$26.0$2.04
2022Detailed filing. Detailed filing data is available for this year.$454$371$83.3$15.0$16.3$1.27
2021Detailed filing. Detailed filing data is available for this year.$536$451$85.1$16.5$16.7$0.20
2020Detailed filing. Detailed filing data is available for this year.$593$508$85.4$24.2$25.8$1.55
2019Detailed filing. Detailed filing data is available for this year.$666$580$86.7$32.0$33.8$1.88
2018Detailed filing. Detailed filing data is available for this year.$756$667$88.5$30.0$32.9$2.91
2017Detailed filing. Detailed filing data is available for this year.$860$768$91.4$29.6$33.5$3.92
2016Detailed filing. Detailed filing data is available for this year.$965$870$95.4$29.5$33.8$4.29
2015Detailed filing. Detailed filing data is available for this year.$1,075$975$99.6$31.2$34.7$3.56
2014Detailed filing. Detailed filing data is available for this year.$1,193$1,090$103$35.0$38.5$3.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,316$1,209$107$41.7
2012Summary only. Only limited summary data is available for this year.$1,477$1,370$107$119$27.6$91.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,549$1,508$40.9$40.5