Nonprofit · EIN 46-0552293
SCHOOL SERVICES OF MONTANA
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,427,027 | $1,183,105 | $243,922 | $1,182,829 | $107,177 | $1,075,652 |
| June 30, 2024 | 990 | $1,212,543 | $1,050,149 | $162,394 | $979,991 | $149,723 | $830,268 |
| June 30, 2023 | 990 | $790,894 | $881,609 | -$90,715 | $804,909 | $138,191 | $666,718 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $581,944
- of which government grants
- $272,056
- Membership dues
- $58,212
- Program service revenue
- $793,974
- Investment income
- $50,578
- Other revenue
- $531
Expenses
- Grants and similar amounts paid
- $107,091
- Compensation of officers, directors and key employees
- $102,601
- Other salaries and wages
- $529,802
- Salaries, compensation and benefits (total)
- $785,244
- Professional fundraising fees
- $0
- Legal fees
- $25,909
- Accounting fees
- $20,457
- Occupancy
- $13,718
- Travel
- $74,764
- Program services (functional)
- $961,285
- Management and general (functional)
- $221,820
Balance sheet and other
- Total assets, start of year
- $979,991
- Total assets, end of year
- $1,182,829
- Total liabilities, end of year
- $107,177
- Net assets, end of year
- $1,075,652
- Publicly traded securities
- $817,203
- Net assets without donor restrictions
- $1,075,652
- Gross receipts
- $1,427,027
- Employees
- 15
- Volunteers
- 4
- Year formed
- 2012
- 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 |
|---|---|---|---|---|
| MELISSA TOVAAS | Executive Dir. Officer | 40 | $92,087 | $11,487 |
| RICK DUNCAN | Vice Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| CHAD JOHNSON | Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| SPENCER JOHNSON | Secretary Trustee or director, Officer | 1.5 | $0 | $0 |
| MARY FARBER | Director Trustee or director | 0.5 | $0 | $0 |
| JEANINE SUNDBY | Director Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA TOVAAS | Executive Dir. Officer | 40 | $88,418 | $3,537 |
| RICK DUNCAN | Vice Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| CHAD JOHNSON | Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| SPENCER JOHNSON | Secretary Trustee or director, Officer | 1.5 | $0 | $0 |
| MARY FARBER | Director Trustee or director | 0.5 | $0 | $0 |
| JEANINE SUNDBY | Director Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA TOVAAS | EXECUTIVE DIRECTOR Officer | 40 | $76,206 | $7,982 |
| CHAD JOHNSON | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| RICK DUNCAN | VICE CHAIR/TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| JEFF BLESSUM | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARY FARBER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SPENCER JOHNSON | SECRATARY Trustee or director, Officer | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4055 VALLEY COMMONS DR STE H STE G, BOZEMAN, MT 59718-6432
- In care of
- % RONALD C WHITMOYER
- Principal officer (990 for 2024)
- MELISSA TOVAAS, PO BOX 3193, BOZEMAN, MT 59772
- Signed the 990
- MELISSA TOVAAS, Executive Dir.
- Phone
- (406) 272-0021
- Website
- MT-SCHOOLS.ORG
- Return prepared by
- Amatics CPA Group
Mission
THE CORE PURPOSE OF SCHOOL SERVICES OF MONTANA IS TO PROVIDE EXCEPTIONAL SERVICE TO PARTICIPATING PUBLIC SCHOOLS TO UNLOCK THE POTENTIAL OF EVERY CHILD SERVED BY OUR MEMBERS THROUGH OPTIMIZATION OF RESOURCES, ENHANCED EFFICIENCIES, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND COLLABORATION OF EFFORTS.
Program accomplishments
- THE ORGANIZATION OFFERED THE FOLLOWING PROGRAMS AND SERVICES TO SCHOOL DISTRICTS AND EDUCATIONAL COOPERATIVES: PROFESSIONAL DEVELOPMENT, TECHNOLOGY ASSISTANCE, BUSINESS SERVICES, AND PURCHASING SERVICES.Expenses $961,285 · grants $107,091 · revenue $793,974
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
- 46-0552293
- 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
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $1,182,829
- Income (IRS master file)
- $1,427,027
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,427,027 | $1,183,105 | $1,182,829 | XML |
| 990 | June 2024 | $1,212,543 | $1,050,149 | $979,991 | XML |
| 990 | June 2023 | $790,894 | $881,609 | $804,909 | XML |
| 990 | June 2022 | $921,565 | $782,486 | $768,120 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 46-0552293).
Questions about SCHOOL SERVICES OF MONTANA
- What is the EIN of SCHOOL SERVICES OF MONTANA?
- The employer identification number (EIN) of SCHOOL SERVICES OF MONTANA is 46-0552293.
- Is SCHOOL SERVICES OF MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to SCHOOL SERVICES OF MONTANA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SCHOOL SERVICES 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 SERVICES 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 SERVICES 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 SERVICES OF MONTANA?
- The 990 for the year ended June 30, 2025 names MELISSA TOVAAS.
- Who are the officers and directors of SCHOOL SERVICES OF MONTANA?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $92,087 (MELISSA TOVAAS, Executive Dir.).
- How much revenue does SCHOOL SERVICES OF MONTANA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,427,027, expenses of $1,183,105 and total assets of $1,182,829 at year end.
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