Civic Intelligence

Montana Unified School Trust

990 • Fiscal year 2012 • EIN 81-0407145

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 04, 2013

Organization ProfileWWW.MUSTBENEFITS.ORG

View Organization Page

PO Box 457959601
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.60x

Higher debt load relative to assets than 92% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$9,538,611

Down $1,247,438 (-12%) from 2011

Net Assets

Down

$3,832,889

Down $1,620,806 (-30%) from 2011

Liabilities

Up

$5,705,722

Up $373,368 (+7.0%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$38,011,584

Down $1,195,564 (-3.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$30M$20M$10M$0Assets 2010: $16,229,250Liabilities 2010: $13,624,254Net Assets 2010: $2,604,9962010Assets 2011: $10,786,049Liabilities 2011: $5,332,354Net Assets 2011: $5,453,6952011Assets 2012: $9,538,611Liabilities 2012: $5,705,722Net Assets 2012: $3,832,8892012Assets 2013: $13,074,698Liabilities 2013: $4,808,017Net Assets 2013: $8,266,6812013Assets 2014: $12,880,780Liabilities 2014: $5,379,746Net Assets 2014: $7,501,0342014Assets 2015: $14,362,358Liabilities 2015: $9,291,606Net Assets 2015: $5,070,7522015Assets 2016: $13,656,272Liabilities 2016: $8,312,497Net Assets 2016: $5,343,7752016Assets 2017: $16,850,200Liabilities 2017: $7,147,207Net Assets 2017: $9,702,9932017Assets 2018: $20,065,816Liabilities 2018: $7,392,006Net Assets 2018: $12,673,8102018Assets 2019: $20,789,957Liabilities 2019: $7,188,914Net Assets 2019: $13,601,0432019Assets 2020: $21,573,707Liabilities 2020: $7,180,331Net Assets 2020: $14,393,3762020Assets 2021: $24,375,270Liabilities 2021: $7,844,443Net Assets 2021: $16,530,8272021Assets 2022: $19,882,347Liabilities 2022: $9,762,759Net Assets 2022: $10,119,5882022Assets 2023: $18,696,348Liabilities 2023: $10,786,734Net Assets 2023: $7,909,6142023Assets 2024: $18,153,502Liabilities 2024: $11,199,213Net Assets 2024: $6,954,2892024

Highlighted filing

2012

Assets$9,538,611
Liabilities$5,705,722
Net Assets$3,832,889
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2010: $86,136,3532010Expenses 2011: $39,207,1482011Expenses 2012: $38,011,5842012Expenses 2013: $30,474,1092013Revenue 2014: $30,611,570Expenses 2014: $31,529,706Net Income 2014: -$918,1362014Revenue 2015: $53,221,751Expenses 2015: $55,723,498Net Income 2015: -$2,501,7472015Revenue 2016: $54,816,757Expenses 2016: $54,644,869Net Income 2016: $171,8882016Revenue 2017: $54,716,518Expenses 2017: $50,365,709Net Income 2017: $4,350,8092017Revenue 2018: $55,531,694Expenses 2018: $52,637,589Net Income 2018: $2,894,1052018Revenue 2019: $52,126,742Expenses 2019: $51,577,795Net Income 2019: $548,9472019Revenue 2020: $51,405,757Expenses 2020: $50,970,686Net Income 2020: $435,0712020Revenue 2021: $56,695,008Expenses 2021: $55,250,500Net Income 2021: $1,444,5082021Revenue 2022: $61,405,504Expenses 2022: $65,723,693Net Income 2022: -$4,318,1892022Revenue 2023: $66,253,538Expenses 2023: $68,378,773Net Income 2023: -$2,125,2352023Revenue 2024: $65,007,267Expenses 2024: $66,581,687Net Income 2024: -$1,574,4202024

Highlighted filing

2012

Revenue-
Expenses$38,011,584
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 4, 2013
Return Version
2011v1.2
Gross Receipts
$39,848,844
Mission and Program Overview

Mission

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.

Filing and Contact Details

Filer

EIN
81-0407145
Raw XML AppendixShowing 400 of 457 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0336348
IRS990/AccountsPayableAccruedExpenses/EOY0250517
IRS990/AccountsReceivable/BOY01190732
IRS990/AccountsReceivable/EOY0531378
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO SERVE THE PUBLIC EDUCATION COMMUNITY OF MONTANA BY PROVIDING HIGH-QUALITY, COST-EFFECTIVE HEALTH BENEFIT PLANS THROUGH THE MONTANA UNIFIED SCHOOL TRUST.
IRS990/AddressPrincipalOfficerUS/AddressLine10725 N MONTANA AVENUE
IRS990/AddressPrincipalOfficerUS/City0HELENA
IRS990/AddressPrincipalOfficerUS/State0MT
IRS990/AddressPrincipalOfficerUS/ZIPCode059601
IRS990/AllOtherExpenses/Total04808
IRS990/AnnualDisclosureCoveredPersons00
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY034482666
IRS990/BenefitsPaidToMembersPriorYear034963670
IRS990/BenefitsToMembers/Total034482666
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY03510021
IRS990/CashNonInterestBearing/EOY02810060
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total08330
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10PO BOX 4579
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine11PO BOX 94041
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1210 SOUTH 5TH STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine131230 WEST WASHINGTON STREET SUITE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine14PO BOX 3505
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0HELENA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1SEATTLE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City2MINNEAPOLIS
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City3TEMPE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City4BOZEMAN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0MT
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1WA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State2MN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State3AZ
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State4MT
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode059604
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode198124
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode255402
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode3852811248
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode459772
IRS990/ContractorCompensation/Compensation01776672
IRS990/ContractorCompensation/Compensation11208650
IRS990/ContractorCompensation/Compensation2815472
IRS990/ContractorCompensation/Compensation3316317
IRS990/ContractorCompensation/Compensation4257313
IRS990/ContractorCompensation/DescriptionOfServices0PROGRAM ADMINISTRATION
IRS990/ContractorCompensation/DescriptionOfServices1CLAIMS TPA
IRS990/ContractorCompensation/DescriptionOfServices2REINSURANCE
IRS990/ContractorCompensation/DescriptionOfServices3ACTUARY SERVICES
IRS990/ContractorCompensation/DescriptionOfServices4WELLNESS & DATA AGGREGATION SERVICES
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10MONTANA SCHOOL SERVICES FOUNDATION
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11FIRST CHOICE HEALTH
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine12RE-SOLUTIONS INTERMEDIARIES
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine13SEGAL
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine14TWO MEDICINE
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY0983345
IRS990/DeferredRevenue/EOY0849972
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0MONTANA 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 OVER 3,700 EMPLOYEES THROUGHOUT THE YEAR.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers01
IRS990/Expense037389584
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total027375
IRS990/FeesForServicesInvstMgmntFees/Total016818
IRS990/FeesForServicesLegal/Total047880
IRS990/FeesForServicesManagement/Total02780196
IRS990/FeesForServicesOther/Total0361296
IRS990/FinancialStatementConsolidated0X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/NamePerson0MARK HALVORSON
IRS990/Form990PartVIISectionA/NamePerson1MIKE THIEL
IRS990/Form990PartVIISectionA/NamePerson2DENNIS DAVENPORT
IRS990/Form990PartVIISectionA/NamePerson3DR JAN RIEBHOFF
IRS990/Form990PartVIISectionA/NamePerson4DR JOSEPH KNAPP
IRS990/Form990PartVIISectionA/NamePerson5DIANE FLADMO
IRS990/Form990PartVIISectionA/NamePerson6SHAWN BUBB
IRS990/Form990PartVIISectionA/NamePerson7JULE WALKER
IRS990/Form990PartVIISectionA/NamePerson8FRANK MILLER
IRS990/Form990PartVIISectionA/NamePerson9BRAD MOORE
IRS990/Form990PartVIISectionA/NamePerson10DR CHARLES WILSON
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3CHAIR
IRS990/Form990PartVIISectionA/Title4TRUSTEE, RESIGNED
IRS990/Form990PartVIISectionA/Title5TREASURER
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7TRUSTEE, RESIGNED
IRS990/Form990PartVIISectionA/Title8VICE CHAIR
IRS990/Form990PartVIISectionA/Title9TRUSTEE
IRS990/Form990PartVIISectionA/Title10TRUSTEE
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0-2632
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities03449340
IRS990/GrossReceipts039848844
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/Total042862
IRS990/InvestmentIncomeCurrentYear0133329
IRS990/InvestmentIncome/ExclusionAmount0135961
IRS990/InvestmentIncomePriorYear0167029
IRS990/InvestmentIncome/TotalRevenueColumn0135961
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY06033886
IRS990/InvestmentsPubTradedSecurities/EOY06145798
IRS990/LessCostOthBasisSalesExpenses/Securities03451972
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MiscellaneousRevenue/RelatedOrExemptFunctionIncome03230
IRS990/MiscellaneousRevenue/TotalRevenueColumn03230
IRS990/MissionDescription0MONTANA 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, LEADING-EDGE WELLNESS SERVICES, AND ALL WITH A SOLID FINANCIAL BASE ON WHICH MEMBERS CAN DEPEND. OUR VISION IS TO BE THE MOST TRUSTED BENEFITS PROVIDER IN MONTANA.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ERIC SCHINDLER
IRS990/NbrIndependentVotingMembers09
IRS990/NbrVotingGoverningBodyMembers09
IRS990/NbrVotingMembersGoverningBody09
IRS990/NetAssetsOrFundBalancesBOY05453695
IRS990/NetAssetsOrFundBalancesEOY03832889
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0-2632
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-2632
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109607
IRS990/NumberIndependentVotingMembers09
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K05
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total038890
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY030946
IRS990/OtherAssetsTotal/EOY028379
IRS990/OtherExpensePriorYear04243478
IRS990/OtherExpensesCurrentYear03528918
IRS990/OtherExpenses/Description0SPONSORSHIP FEES
IRS990/OtherExpenses/Description1PRINTING
IRS990/OtherExpenses/Total0199371
IRS990/OtherExpenses/Total11092
IRS990/OtherLiabilities/BOY04012661
IRS990/OtherLiabilities/EOY04605233
IRS990/OtherRevenueCurrentYear03230
IRS990/OtherRevenuePriorYear055597
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY020464
IRS990/PrepaidExpensesDeferredCharges/EOY022996
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenue/BusinessCode1525100
IRS990/ProgramServiceRevenue/BusinessCode2525100
IRS990/ProgramServiceRevenue/BusinessCode3525100
IRS990/ProgramServiceRevenue/BusinessCode4525100
IRS990/ProgramServiceRevenueCY036260313
IRS990/ProgramServiceRevenue/Description0PREMIUM CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1EARLY EMPLOYEE RETIREM
IRS990/ProgramServiceRevenue/Description2CLAIMS REBATES
IRS990/ProgramServiceRevenue/Description3UNCOLLECTIBLE AMOUNT R
IRS990/ProgramServiceRevenue/Description4COBRA ADMIN FEES
IRS990/ProgramServiceRevenuePriorYear041676371
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome035116979
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1765270
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2353183
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome321524
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome43357
IRS990/ProgramServiceRevenue/TotalRevenueColumn035116979
IRS990/ProgramServiceRevenue/TotalRevenueColumn1765270
IRS990/ProgramServiceRevenue/TotalRevenueColumn2353183
IRS990/ProgramServiceRevenue/TotalRevenueColumn321524
IRS990/ProgramServiceRevenue/TotalRevenueColumn43357
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges0-6094
IRS990/ReconcilationRevenueExpenses0-1614712
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY05453695
IRS990/RetainedEarningsEndowmentEtc/EOY03832889
IRS990/Revenue036260911
IRS990/RevenuesLessExpensesCY0-1614712
IRS990/RevenuesLessExpensesPriorYear02691849
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExcessOrDeficitForYear0-1614712
IRS990ScheduleD/ExcessOrDeficitPerFS0-1620806
IRS990ScheduleD/ExpensesNotRptdF99006094
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal038011584
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS -6,094.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS 6,094.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2FIN 48 DISCLOSURE: THE TRUST IS GENERALLY NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2009. THE TRUST'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITH THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS, AND OTHER EVIDENCE. IT IS THE OPINION OF MANAGEMENT THAT THE TRUST HAS NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/OtherAmount0-6094
IRS990ScheduleD/OtherExpensesIncluded06094
IRS990ScheduleD/OtherLiabilities/Amount04415000
IRS990ScheduleD/OtherLiabilities/Amount1190233
IRS990ScheduleD/OtherLiabilities/Description0ESTIMATED PREMIUM BENEFITS INCURRED BUT NOT PAID
IRS990ScheduleD/OtherLiabilities/Description1OTHER PAYABLES
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal036396872
IRS990ScheduleD/TotalAdjustments0-6094
IRS990ScheduleD/TotalExpenses038011584
IRS990ScheduleD/TotalExpensesPerForm990038011584
IRS990ScheduleD/TotalOfAmounts04605233
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue036396872
IRS990ScheduleD/TotalRevenuePerForm990036396872
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt038017678
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt036396872
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE MEMBERSHIP INCLUDES EMPLOYEES, RETIREES (PURSUANT TO SECTION 2-18-704, MCA), AND OFFICERS OF MONTANA SCHOOL DISTRICTS, AND OTHER SCHOOL RELATED ENTITIES
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD OF TRUSTEES FOR THE MONTANA UNIFIED SCHOOL TRUST ARE APPOINTED BY THE BOARD OF DIRECTORS OF MONTANA SCHOOL SERVICES FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CEO AND CFO OF THE MANAGING ORGANIZATION THOROUGHLY REVIEW THE 990 BEFORE SIGNING AND SENDING TO THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation4NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS -6,094. TOTAL TO FORM 990, PART XI, LINE 5: -6,094.
IRS990ScheduleO/GeneralExplanation/Explanation5THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1RESPONSIBILITY OF AUDIT:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 4579
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0HELENA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode059604
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0363377762
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MT
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10MONTANA SCHOOL SERVICES FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0LESSEN THE BURDENS OF GOVERNMENT
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs01
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MT
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10725 N MONTANA
IRS990/TheBooksAreInCareOf/AddressUS/City0HELENA
IRS990/TheBooksAreInCareOf/AddressUS/State0MT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode059604
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MONTANA UNIFIED SCHOOL TRUST
IRS990/TheBooksAreInCareOf/TelephoneNumber04064574400
IRS990/TotalAssets/BOY010786049
IRS990/TotalAssetsBOY010786049
IRS990/TotalAssets/EOY09538611
IRS990/TotalAssetsEOY09538611
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear038011584
IRS990/TotalExpensesPriorYear039207148
IRS990/TotalFunctionalExpenses/Total038011584
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY05332354
IRS990/TotalLiabilitiesBOY05332354

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,538,611
Liabilities
$5,705,722
Net assets
$3,832,889
Revenue
-
Expenses
$38,011,584
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.2$11.2$6.95$65.0$66.6$1.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$10.8$7.91$66.3$68.4$2.13
2022Detailed filing. Detailed filing data is available for this year.$19.9$9.76$10.1$61.4$65.7$4.32
2021Detailed filing. Detailed filing data is available for this year.$24.4$7.84$16.5$56.7$55.3$1.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$7.18$14.4$51.4$51.0$0.44
2019Detailed filing. Detailed filing data is available for this year.$20.8$7.19$13.6$52.1$51.6$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$7.39$12.7$55.5$52.6$2.89
2017Detailed filing. Detailed filing data is available for this year.$16.9$7.15$9.70$54.7$50.4$4.35
2016Detailed filing. Detailed filing data is available for this year.$13.7$8.31$5.34$54.8$54.6$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$9.29$5.07$53.2$55.7$2.50
2014Detailed filing. Detailed filing data is available for this year.$12.9$5.38$7.50$30.6$31.5$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$4.81$8.27$30.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$5.71$3.83$38.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$5.33$5.45$39.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$13.6$2.60$86.1