2024-05-09T08:39:26-05:00 2023-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2022-07-01 363377762 MONTANA SCHOOL SERVICES FOUNDATION MONT 4064574400 PO BOX 4579 HELENA MT 59604 DENA GORMELY CFO 4064574400 2024-05-08 1 DENA GORMELY XXX-XX-XXXX 1 SAM BRUNSON CPA P01696998 4067281800 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DENA GORMELY PO BOX 4579 HELENA MT 59604 2378278 0 X N/A X 1987 MT MONTANA SCHOOL SERVICES FOUNDATION (MSSF) WAS ORGANIZED TO PROVIDE PROGRAMS AND SERVICES FOR THE BENEFIT OF THE PUBLIC SCHOOLS THROUGHOUT THE STATE OF MONTANA AND TO PROMOTE AND FULFILL OTHER EDUCATIONAL AND CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THESE PROGRAMS AND SERVICES ARE PROVIDED AT A LOWER COST THAN IF PURCHASED THROUGH THE PRIVATE SECTOR FOR SIMILAR SERVICES, THEREBY REDUCING THE BURDENS ON LOCAL SCHOOL BOARDS, THUS BENEFITING MONTANA COMMUNITIES AND MONTANA TAXPAYERS AT LARGE. 3 0 18 0 0 0 0 0 2039133 2074326 17065 5415 0 0 2056198 2079741 0 0 0 0 1713018 1740919 0 0 0 337433 343904 2050451 2084823 5747 -5082 1015217 993039 240039 217861 775178 775178 X MONTANA SCHOOL SERVICES FOUNDATION (MSSF) WAS ORGANIZED TO PROVIDE PROGRAMS AND SERVICES FOR THE BENEFIT OF THE PUBLIC SCHOOLS THROUGHOUT THE STATE OF MONTANA AND TO PROMOTE AND FULFILL OTHER EDUCATIONAL AND CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THESE PROGRAMS AND SERVICES ARE PROVIDED AT A LOWER COST THAN IF PURCHASED THROUGH THE PRIVATE SECTOR FOR SIMILAR SERVICES, THEREBY REDUCING THE BURDENS ON LOCAL SCHOOL BOARDS, THUS BENEFITING MONTANA COMMUNITIES AND MONTANA TAXPAYERS AT LARGE. 0 0 1637149 0 2074326 MONTANA SCHOOL SERVICES FOUNDATION (MSSF) ADMINISTERS THE MONTANA UNIFIED SCHOOL TRUST (MUST), A SELF-INSURANCE TRUST WHICH PROVIDES HEALTH CARE BENEFITS FOR SCHOOL DISTRICT EMPLOYEES AND DEPENDENTS ACROSS THE STATE OF MONTANA. THE SERVICES PROVIDED BY MSSF REDUCE THE BURDEN ON LOCAL SCHOOL BOARDS AND TAXPAYERS. 1637149 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 3 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 X MONTANA SCHOOL SERVICES FOUNDATION 4064574400 725 N MONTANA PO BOX 4579 HELENA MT 59604 AMANDA CURTIS CHAIR 0.50 40.00 X X 0 120804 67595 ROB WATSON VICE CHAIR 0.50 40.00 X X 0 75000 7500 LANCE MELTON SECRETARY/TREASURER 0.50 40.00 X X 0 312794 92779 ANDY HOLMLUND CEO 40.00 0.00 X 177636 0 40493 DENA GORMELY CFO 40.00 0.00 X 129027 0 48333 JEFF GOODY DIRECTOR SALES/MARKETING 40.00 0.00 X 102361 0 45636 KIRK MILLER FORMER VICE CHAIR 0.50 40.00 X 0 119179 7957 409024 627777 310293 3 1 1 0 0 ADMIN FEES 611710 2073489 2073489 OTHER 611710 837 837 2074326 5219 5219 298733 298537 196 196 196 2079741 2074326 0 5415 535458 390996 144462 729431 693035 36396 65966 63012 2954 323966 301924 22042 86098 75219 10879 146 146 16849 16849 150 150 858 858 24288 24120 168 40298 10221 30077 17647 9210 8437 43166 43166 31007 30020 987 9076 6140 2936 48284 48284 35447 25023 10424 SPONSORSHIP FEES 35300 35300 DUES 34284 4506 29778 MISCELLANEOUS 7104 3573 3531 2084823 1637149 447674 0 122433 20663 196882 311428 17751 18492 1110441 799568 345662 310873 331394 330386 1095 1197 1015217 993039 240039 217861 240039 217861 X 775178 775178 775178 775178 1015217 993039 -5082 5082 0 X 1 X 0 0 0 X X 3 MONTANA SCHOOL BOARDS ASSOCIATION 810247703 10 1 11767 0 MONTANA FEDERATION OF PUBLIC EMPLOYEES 810169635 7 1 11767 0 SCHOOL ADMINISTRATIORS OF MT 810371541 10 1 11766 0 3 35300 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE SUPPORTED 501(C)(6) ORGANIZATION - MONTANA FEDERATION OF PUBLIC EMPLOYEES - ANNUALLY MEETS THE SUPPORT TEST. 0 0 0 0 0 0 1 0 1 150 150 0 PART II-B, LINE 1: ANDREW HOLMLUND OBTAINED A LOBBYIST LICENSE FROM THE MT COMMISSION OF POLITICAL PRACTICES. THE FEE IS $150. NO OTHER LOBBYING EXPENSES WERE INCURRED DURING THE YEAR. 688604 421119 267485 421837 378449 43388 310873 X 2084823 5082 5082 2079741 0 2079741 2084823 0 2084823 0 2084823 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICES DATED SEPTEMBER 16, 1988. THE FOUNDATION'S POLICY TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION AND IS BASED ON THE REGULATIONS, REVENUE RULINGS, AND COURT DECISIONS AND OTHER EVIDENCE. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. INCOME TAX RETURNS REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES FOR THREE YEARS. X X 0 0 0 0 0 0 0 0 0 LANCE MELTON SECRETARY/TREASURER 0 255840 0 20568 0 36386 0 61779 0 31000 0 405573 0 0 ANDY HOLMLUND CEO 170850 0 0 0 6786 0 17755 0 22738 0 218129 0 0 0 AMANDA CURTIS CHAIR 0 120804 0 0 0 0 0 38167 0 29428 0 188399 0 0 DENA GORMELY CFO 119811 0 0 0 9216 0 12903 0 35430 0 177360 0 0 0 KIRK MILLER FORMER VICE CHAIR 0 119179 0 0 0 0 0 7957 0 0 0 127136 0 0 MONTANA SCHOOL BOARDS ASSOCIATION MTSBA EXECUTIVE DIRECTOR LANCE MELTON IS A DIRECTOR OF MSSF 11767 SPONSORSHIP FEE 0 SCHOOL ADMINISTRATORS OF MONTANA SAM EXECUTIVE DIRECTOR ROB WATSON IS A DIRECTOR OF MSSF 11766 SPONSORSHIP FEE 0 MONTANA FEDERATION OF PUBLIC EMPLOYEES MFPE PRESIDENT AMANDA CURTIS IS A DIRECTOR OF MSSF 11767 SPONSORSHIP FEE 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT THOROUGHLY REVIEWS THE FORM 990 BEFORE SIGNING AND SENDING TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE UPON REQUEST. MONTANA SCHOOL BOARDS ASSOCIATION 863 GREAT NORTHERN BLVD STE 301 HELENA MT 59601 810247703 PUBLIC EDUCATION ADVOCACY MT 501(C)(3) LINE 10 0 SCHOOL ADMINISTRATORS OF MONTANA 900 N MONTANA AVE STE A-4 HELENA MT 59601 810371541 EDUCATION FOR MONTANA SCHOOL ADMINISTRATORS MT 501(C)(3) LINE 10 0 MONTANA FEDERATION OF PUBLIC EMPLOYEES 1232 E 6TH AVE HELENA MT 59601 810169635 ADVOCATES FOR MEMBERS MT 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0