Nonprofit · EIN 81-0371541
SCHOOL ADMINISTRATORS OF MONTANA
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,250,735 | $1,052,831 | $197,904 | $2,310,647 | $164,520 | $2,146,127 |
| June 30, 2024 | 990 | $1,201,668 | $956,829 | $244,839 | $2,130,403 | $212,069 | $1,918,334 |
| June 30, 2023 | 990 | $1,082,437 | $1,064,960 | $17,477 | $1,850,192 | $210,328 | $1,639,864 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $640,406
- Membership dues
- $436,207
- Program service revenue
- $420,730
- Investment income
- $49,543
- Royalties
- $127,353
- Other revenue
- $140,056
Expenses
- Grants and similar amounts paid
- $2,900
- Compensation of officers, directors and key employees
- $159,120
- Other salaries and wages
- $169,472
- Salaries, compensation and benefits (total)
- $386,447
- Professional fundraising fees
- $0
- Accounting fees
- $5,646
- Occupancy
- $19,050
- Travel
- $2,399
- Depreciation
- $8,144
- Program services (functional)
- $775,088
- Management and general (functional)
- $227,487
- Fundraising (functional)
- $50,256
Balance sheet and other
- Total assets, start of year
- $2,130,403
- Total assets, end of year
- $2,310,647
- Total liabilities, end of year
- $164,520
- Net assets, end of year
- $2,146,127
- Land, buildings and equipment
- $174,746
- Publicly traded securities
- $645,267
- Net assets without donor restrictions
- $2,074,365
- Net assets with donor restrictions
- $71,762
- Gross receipts
- $1,250,735
- Employees
- 4
- Volunteers
- 21
- Year formed
- 1976
- 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 | Other / benefits |
|---|---|---|---|---|
| DR ROB WATSON | Executive Dir. Officer | 40 | $159,120 | $15,912 |
| DAN GRABOWSKA | Director Trustee or director | 0.5 | $0 | $0 |
| BRAD MOORE | Director Trustee or director | 0.5 | $0 | $0 |
| MATT LEWIS | Director Trustee or director | 0.5 | $0 | $0 |
| SHAWN BLETH | Director Trustee or director | 0.5 | $0 | $0 |
| HANNAH NIESKENS | Director Trustee or director | 0.5 | $0 | $0 |
| TRAVIS NIEMEYER | Director Trustee or director | 0.5 | $0 | $0 |
| KURTIS KOENIG | Director Trustee or director | 0.5 | $0 | $0 |
| JASON SLATER | Director Trustee or director | 0.5 | $0 | $0 |
| LISA BLEVINS | Director Trustee or director | 0.5 | $0 | $0 |
| TED MILLER | Director Trustee or director | 0.5 | $0 | $0 |
| MARIA PACE | Director Trustee or director | 0.5 | $0 | $0 |
| KELLY KINSEY | Director Trustee or director | 0.5 | $0 | $0 |
| PAUL KOZLOWITZ | Director Trustee or director | 0.5 | $0 | $0 |
| JOEL GRAVES | President-Elect Trustee or director | 0.5 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RHIANNON BEERY | Director Trustee or director | 0.5 | $0 |
| MARK GOYETTE | Director Trustee or director | 0.5 | $0 |
| BEN LAMBERT | Director Trustee or director | 0.5 | $0 |
| CAROL PHILLIPS | Past President Trustee or director | 0.5 | $0 |
| JULIE HORNBY | President Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR ROB WATSON | Executive Dir. Officer | 40 | $153,000 | $15,375 |
| TAYLOR SALMI | Director Trustee or director | 0.5 | $0 | $0 |
| DALE OLINGER | Director Trustee or director | 0.5 | $0 | $0 |
| HANNAH NIESKENS | Director Trustee or director | 0.5 | $0 | $0 |
| SHELLEY ANDRES | Past President Trustee or director, Officer | 0.5 | $0 | $0 |
| JASON SLATER | Director Trustee or director | 0.5 | $0 | $0 |
| BARBARA DROESSLER | Director Trustee or director | 0.5 | $0 | $0 |
| TED MILLER | Director Trustee or director | 0.5 | $0 | $0 |
| DAVE WICK | Director Trustee or director | 0.5 | $0 | $0 |
| KELLY KINSEY | Director Trustee or director | 0.5 | $0 | $0 |
| KJ POEPPING | Director Trustee or director | 0.5 | $0 | $0 |
| SHERI HEAVRIN | Director Trustee or director | 0.5 | $0 | $0 |
| JOEL GRAVES | Director Trustee or director | 0.5 | $0 | $0 |
| JULIE HORNBY | Director Trustee or director | 0.5 | $0 | $0 |
| SARA NOVAK | President Trustee or director, Officer | 0.5 | $0 | $0 |
| RHIANNON BEERY | Director Trustee or director | 0.5 | $0 | $0 |
| MARK GOYETTE | Director Trustee or director | 0.5 | $0 | $0 |
| BEN LAMBERT | Director Trustee or director | 0.5 | $0 | $0 |
| PAM BIRKELAND | Director Trustee or director | 0.5 | $0 | $0 |
| CAROL PHILLIPS | President Elect Trustee or director, Officer | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIRK MILLER | Past Exec Dir Officer | 40 | $92,179 | $8,031 |
| DR ROB WATSON | Executive Dir. Officer | 40 | $75,000 | $7,538 |
| CAL KETCHUM | Past President Trustee or director | 0.5 | $0 | $0 |
| DALE OLINGER | Director Trustee or director | 0.5 | $0 | $0 |
| RICK DUNCAN | Director Trustee or director | 0.5 | $0 | $0 |
| SHELLEY ANDRES | President Trustee or director | 0.5 | $0 | $0 |
| NICOLE TRAHAN | Director Trustee or director | 0.5 | $0 | $0 |
| BARBARA DROSSLER | Director Trustee or director | 0.5 | $0 | $0 |
| SHAWN HENDRICKSON | Director Trustee or director | 0.5 | $0 | $0 |
| GREG DERN | Director Trustee or director | 0.5 | $0 | $0 |
| DAVE WICK | Director Trustee or director | 0.5 | $0 | $0 |
| KJ POEPPING | Director Trustee or director | 0.5 | $0 | $0 |
| SHERI HEAVRIN | Director Trustee or director | 0.5 | $0 | $0 |
| TED MILLER | Director Trustee or director | 0.5 | $0 | $0 |
| JULIE HORNBY | Director Trustee or director | 0.5 | $0 | $0 |
| SARA NOVAK | President Elect Trustee or director | 0.5 | $0 | $0 |
| RHIANNON BEERY | Director Trustee or director | 0 | $0 | $0 |
| MARK GOYETTE | Director Trustee or director | 0 | $0 | $0 |
| KELLY KINSEY | Director Trustee or director | 0 | $0 | $0 |
| ERIN LIPKIND | Director Trustee or director | 0 | $0 | $0 |
| CAROL PHILLIPS | Director Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 900 N MONTANA AVE STE A4, HELENA, MT 59601-3845
- Principal officer (990 for 2024)
- DR ROB WATSON, 900 N MONTANA AVENUE A-4, HELENA, MT 59601
- Signed the 990
- JULIE HORNBY, President
- Website
- WWW.SAMMT.ORG
- Return prepared by
- Rudd & Company PLLC
Mission
MEMBERSHIP-BASED ORGANIZATION OF VISIONARY LEADERS UNITED IN PROVIDING, ADVOCATING, AND CREATING EDUCATION EXCELLENCE FOR MONTANA STUDENTS. SAM PROVIDES LEADERSHIP CONFERENCES, EDUCATIONAL SEMINARS AND PROFESSIONAL NETWORKING OPPORTUNITIES IN MONTANA, SO SCHOOL ADMINISTRATORS CAN BETTER SERVE THEIR DISTRICTS.
Program accomplishments
- CONDUCTS WORKSHOPS AND ORGANIZES CONVENTIONS WHICH PROVIDE MEMBERS WITH INFORMATION, TRAINING AND OPPORTUNITY TO NETWORK, ABOUT ISSUES AND LAWS AFFECTING THEIR SCHOOL DISTRICTS.Expenses $310,036 · grants $2,900 · revenue $296,252
- PROVIDES SEASONED SCHOOL ADMINISTRATORS AS MENTORS FOR NEW ADMINISTRATORS AND TO ASSIST IN LEADERSHIP TRANSITIONS.Expenses $232,526 · revenue $69,000
- AS A BENEFIT OF MEMBERSHIP, SCHOOL ADMINISTRATORS OF MONTANA DISTRIBUTES NEWSLETTERS, DIRECTORIES, SURVEYS AND VIDEOS FOR APPROXIMATELY 1,050 SCHOOL ADMINISTRATORS. THESE PRODUCTS AID IN THE DEVELOPMENT OF MANAGEMENT SKILLS AND PROVIDE CURRENT DATA FOR MEMBERS TO USE IN THEIR DISTRICTS.Expenses $232,526 · revenue $55,748
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
- 81-0371541
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,310,647
- Income (IRS master file)
- $1,250,735
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,250,735 | $1,052,831 | $2,310,647 | IRS |
| 990 | June 2024 | $1,201,668 | $956,829 | $2,130,403 | IRS |
| 990 | June 2023 | $1,082,437 | $1,064,960 | $1,850,192 | XML |
| 990 | June 2022 | $1,143,797 | $914,758 | $1,801,307 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 81-0371541).
Questions about SCHOOL ADMINISTRATORS OF MONTANA
- What is the EIN of SCHOOL ADMINISTRATORS OF MONTANA?
- The employer identification number (EIN) of SCHOOL ADMINISTRATORS OF MONTANA is 81-0371541.
- Is SCHOOL ADMINISTRATORS OF MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to SCHOOL ADMINISTRATORS OF MONTANA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SCHOOL ADMINISTRATORS OF MONTANA 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 SCHOOL ADMINISTRATORS OF MONTANA 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 SCHOOL ADMINISTRATORS OF MONTANA 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 SCHOOL ADMINISTRATORS OF MONTANA?
- The 990 for the year ended June 30, 2025 names DR ROB WATSON.
- Who are the officers and directors of SCHOOL ADMINISTRATORS OF MONTANA?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $159,120 (DR ROB WATSON, Executive Dir.).
- How much revenue does SCHOOL ADMINISTRATORS OF MONTANA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,250,735, expenses of $1,052,831 and total assets of $2,310,647 at year end.
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