Nonprofit · EIN 36-3377762
MONTANA SCHOOL SERVICES FOUNDATION
Tax-exempt · HELENA, MT 59604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,143,462 | $2,397,332 | -$253,870 | $637,574 | $164,548 | $473,026 |
| June 30, 2024 | 990 | $2,151,540 | $2,201,874 | -$50,334 | $975,824 | $245,828 | $729,996 |
| June 30, 2023 | 990 | $2,079,741 | $2,084,823 | -$5,082 | $993,039 | $217,861 | $775,178 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,104,981
- Investment income
- $38,481
- Net gain from sales of assets
- $19,670
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $446,373
- Other salaries and wages
- $1,000,229
- Salaries, compensation and benefits (total)
- $1,923,792
- Professional fundraising fees
- $0
- Legal fees
- $7,669
- Accounting fees
- $9,641
- Occupancy
- $26,917
- Travel
- $20,718
- Depreciation
- $45,102
- Program services (functional)
- $1,687,003
- Management and general (functional)
- $710,329
Balance sheet and other
- Total assets, start of year
- $975,824
- Total assets, end of year
- $637,574
- Total liabilities, end of year
- $164,548
- Net assets, end of year
- $473,026
- Land, buildings and equipment
- $317,635
- Publicly traded securities
- $149,866
- Net assets without donor restrictions
- $473,026
- Gross receipts
- $2,458,052
- Employees
- 15
- Volunteers
- 0
- Year formed
- 1987
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LANCE MELTON | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $344,305 | $139,486 |
| ROXANNE WALLIS | ADMINISTRATIVE OFFICER/INTERIM DIRECTOR Officer | 40 | $157,531 | $0 | $56,867 |
| AMANDA CURTIS | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $134,778 | $78,369 |
| JEFF GOODY | DIRECTOR SALES/MARKETING Highest-paid employee | 40 | $121,362 | $0 | $52,341 |
| ROB WATSON | CHAIR Trustee or director, Officer | 0.5 | $0 | $157,560 | $15,831 |
| JOHN DORAN | CHIEF STRATEGY OFFICER Officer | 40 | $136,048 | $0 | $36,505 |
| DENA GORMELY | CFO Officer | 40 | $136,219 | $0 | $30,419 |
| ANDY HOLMLUND | FORMER CEO Former | 40 | $125,463 | $0 | $22,131 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LANCE MELTON | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $335,683 | $99,568 |
| ANDY HOLMLUND | CEO Officer | 40 | $223,996 | $0 | $43,052 |
| AMANDA CURTIS | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $121,516 | $65,745 |
| ROB WATSON | CHAIR Trustee or director, Officer | 0.5 | $0 | $153,000 | $15,375 |
| DENA GORMELY | CFO Officer | 40 | $123,289 | $0 | $39,643 |
| JEFF GOODY | DIRECTOR SALES/MARKETING Highest-paid employee | 40 | $106,989 | $0 | $49,614 |
| ROXANNE WALLIS | ADMINISTRATIVE OFFICER Officer | 40 | $89,781 | $0 | $48,755 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LANCE MELTON | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $312,794 | $92,779 |
| ANDY HOLMLUND | CEO Officer | 40 | $177,636 | $0 | $40,493 |
| AMANDA CURTIS | CHAIR Trustee or director, Officer | 0.5 | $0 | $120,804 | $67,595 |
| DENA GORMELY | CFO Officer | 40 | $129,027 | $0 | $48,333 |
| JEFF GOODY | DIRECTOR SALES/MARKETING Highest-paid employee | 40 | $102,361 | $0 | $45,636 |
| KIRK MILLER | FORMER VICE CHAIR Former | 0.5 | $0 | $119,179 | $7,957 |
| ROB WATSON | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $75,000 | $7,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 4579, HELENA, MT 59604-4579
- Principal officer (990 for 2024)
- DENA GORMELY, PO BOX 4579, HELENA, MT 59604
- Signed the 990
- DENA GORMELY, CFO
- Phone
- (406) 457-4400
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
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.
Program accomplishments
- 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.Expenses $1,687,003 · revenue $2,104,981
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3377762
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $637,574
- Income (IRS master file)
- $2,458,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,143,462 | $2,397,332 | $637,574 | XML |
| 990 | June 2024 | $2,151,540 | $2,201,874 | $975,824 | IRS |
| 990 | June 2023 | $2,079,741 | $2,084,823 | $993,039 | XML |
| 990 | June 2022 | $2,056,198 | $2,050,451 | $1,015,217 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3377762).
Questions about MONTANA SCHOOL SERVICES FOUNDATION
- What is the EIN of MONTANA SCHOOL SERVICES FOUNDATION?
- The employer identification number (EIN) of MONTANA SCHOOL SERVICES FOUNDATION is 36-3377762.
- Is MONTANA SCHOOL SERVICES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to MONTANA SCHOOL SERVICES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MONTANA SCHOOL SERVICES FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA SCHOOL SERVICES FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA SCHOOL SERVICES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTANA SCHOOL SERVICES FOUNDATION?
- The 990 for the year ended June 30, 2025 names DENA GORMELY.
- Who are the officers and directors of MONTANA SCHOOL SERVICES FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 5 received compensation from the organization.
- How much revenue does MONTANA SCHOOL SERVICES FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,143,462, expenses of $2,397,332 and total assets of $637,574 at year end.
Other nonprofits in HELENA
- MONTANA HEALTH COOPERATIVE EIN 45-1295465 · last filed 990 for 2025
- ST PETERS HEALTH EIN 81-0233121 · last filed 990 for 2025
- CARROLL COLLEGE EIN 81-0231774 · last filed 990 for 2025
- MONTANA CHILDRENS HOME AND HOSPITAL EIN 81-0231789 · last filed 990 for 2025
- MONTANA UNIFIED SCHOOL TRUST EIN 81-0407145 · last filed 990 for 2025
- MONTANA COMMUNITY FOUNDATION INC EIN 81-0450150 · last filed 990 for 2025
- MONTANA LAND RELIANCE EIN 81-0369262 · last filed 990 for 2024
- MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION EIN 81-0393527 · last filed 990 for 2025