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MONTANA UNIFIED SCHOOL TRUST

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Public IRS 990 nonprofit record

MONTANA UNIFIED SCHOOL TRUST

EIN 81-0407145

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$108.73spent for every $100 of revenueSpending was higher than revenue this year.
$0.26in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $3,879,182 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $80,352 for SHAWN BUBB (CHAIR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$44,451,728
Expenses$48,330,910
Annual shortfall $3,879,182 Expenses were higher than revenue for this filing year.
See all reported dollar amounts
Revenue$44,451,728
Expenses$48,330,910
Assets$12,376,757
Income$48,406,260
Stocks and bonds$8,554,392
Accounting fees$35,278
Investing fees$23,242
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
SHAWN BUBBCHAIR $80,352Base · Other $80,352
ROXANNE WALLISINTERIM DIRECTOR MSSF · 1 hrs/week $56,867Base · Other $56,867
QUINTON NYMANTRUSTEE $54,794Base · Other $54,794
DAN GRABOWSKATRUSTEE $51,150Base · Other $51,150
BRAD MOOREVICE CHAIR $39,955Base · Other $39,955
HANNAH NIESKENSTRUSTEE $36,709Base · Other $36,709
PATRICIA TOAVSTRUSTEE $27,047Base · Other $27,047
ANDREW HOLMLUNDFORMER CEO MSSF · 1 hrs/week $22,131Base · Other $22,131
MARK ROESLER-BEGALKETREASURER $1,483Base · Other $1,483

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

SHAWN BUBBCHAIR

ROXANNE WALLISINTERIM DIRECTOR MSSF

QUINTON NYMANTRUSTEE

DAN GRABOWSKATRUSTEE

BRAD MOOREVICE CHAIR

HANNAH NIESKENSTRUSTEE

PATRICIA TOAVSTRUSTEE

ANDREW HOLMLUNDFORMER CEO MSSF

MARK ROESLER-BEGALKETREASURER

MIKE RICHARDSONTRUSTEE

TOM MCLAUGHLINTRUSTEE

About this charity

Location
PO BOX 4579, HELENA, MT 59604-4579
County
Lewis and Clark
In care of
% ANDREW W HOLMLUND
Primary officer
DENA GORMELY, CFO MSSF

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
WIPFLI ADVISORY LLC

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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