Nonprofit · EIN 81-0407145
MONTANA UNIFIED SCHOOL TRUST
Tax-exempt · HELENA, MT 59604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $44,451,728 | $48,330,910 | -$3,879,182 | $12,376,757 | $9,242,106 | $3,134,651 |
| June 30, 2024 | 990 | $65,007,267 | $66,581,687 | -$1,574,420 | $18,153,502 | $11,199,213 | $6,954,289 |
| June 30, 2023 | 990 | $66,253,538 | $68,378,773 | -$2,125,235 | $18,696,348 | $10,786,734 | $7,909,614 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $43,757,629
- Investment income
- $694,099
- Net gain from sales of assets
- $443,430
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $42,896,331
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,848
- Accounting fees
- $35,278
Balance sheet and other
- Total assets, start of year
- $18,153,502
- Total assets, end of year
- $12,376,757
- Total liabilities, end of year
- $9,242,106
- Net assets, end of year
- $3,134,651
- Publicly traded securities
- $8,554,392
- Net assets without donor restrictions
- $3,134,651
- Gross receipts
- $48,406,260
- Employees
- 0
- Volunteers
- 9
- 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 |
|---|---|---|---|---|---|
| SHAWN BUBB | CHAIR Trustee or director, Officer | 0.5 | $0 | $247,278 | $80,352 |
| ROXANNE WALLIS | INTERIM DIRECTOR MSSF Officer | 1 | $0 | $157,531 | $56,867 |
| QUINTON NYMAN | TRUSTEE Trustee or director | 0.5 | $0 | $127,653 | $54,794 |
| BRAD MOORE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $141,510 | $39,955 |
| DAN GRABOWSKA | TRUSTEE Trustee or director | 0.5 | $0 | $122,842 | $51,150 |
| HANNAH NIESKENS | TRUSTEE Trustee or director | 0.5 | $0 | $115,693 | $36,709 |
| ANDREW HOLMLUND | FORMER CEO MSSF Former | 1 | $0 | $125,463 | $22,131 |
| PATRICIA TOAVS | TRUSTEE Trustee or director | 0.5 | $0 | $76,886 | $27,047 |
| MARK ROESLER-BEGALKE | TREASURER Trustee or director, Officer | 0.5 | $0 | $24,511 | $1,483 |
| TOM MCLAUGHLIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE RICHARDSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHAWN BUBB | CHAIR Trustee or director, Officer | 0.5 | $0 | $246,174 | $57,617 |
| ANDREW HOLMLUND | CEO MSSF Officer | 1 | $0 | $223,996 | $43,052 |
| QUINT NYMAN | TRUSTEE Trustee or director | 0.5 | $0 | $125,575 | $59,533 |
| DAN SCHMIDT | TRUSTEE (THRU 5/24) Trustee or director | 0.5 | $0 | $141,544 | $28,416 |
| BRAD MOORE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $127,857 | $41,025 |
| DAN GRABOWSKA | TRUSTEE Trustee or director | 0.5 | $0 | $119,506 | $39,588 |
| HANNAH NIESKENS | TRUSTEE Trustee or director | 0.5 | $0 | $107,534 | $38,923 |
| PATRICIA TOAVS | TRUSTEE Trustee or director | 0.5 | $0 | $74,236 | $33,843 |
| MARK ROESLER-BEGALKE | TREASURER Trustee or director, Officer | 0.5 | $0 | $27,780 | $2,766 |
| TOM MCLAUGHLIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE RICHARDSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHAWN BUBB | CHAIR Trustee or director, Officer | 0.5 | $0 | $254,737 | $56,474 |
| ANDREW HOLMLUND | CEO MSSF Officer | 1 | $0 | $177,636 | $40,493 |
| DAN GRABOWSKA | TRUSTEE Trustee or director | 0.5 | $0 | $119,121 | $43,115 |
| SARAH PIPER | TRUSTEE Trustee or director | 0.5 | $0 | $92,920 | $58,756 |
| BRAD MOORE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $113,143 | $37,512 |
| WADE SUNDBY | TRUSTEE Trustee or director | 0.5 | $0 | $112,768 | $18,101 |
| PATRICIA TOAVS | TRUSTEE Trustee or director | 0.5 | $0 | $74,951 | $32,990 |
| MARK ROESLER-BEGALKE | TREASURER Trustee or director, Officer | 0.5 | $0 | $28,069 | $2,492 |
| GAYLE VENTURELLI | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| TOM MCLAUGHLIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4579, HELENA, MT 59604-4579
- In care of
- % ANDREW W HOLMLUND
- Principal officer (990 for 2024)
- DENA GORMELY, PO BOX 4579, HELENA, MT 59604
- Signed the 990
- DENA GORMELY, CFO MSSF
- Phone
- (406) 457-4400
- Website
- WWW.MUSTBENEFITS.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
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.
Program accomplishments
- MONTANA UNIFIED SCHOOL TRUST (MUST) PROVIDES MEDICAL, DENTAL, AND VISION BENEFITS, LIFE INSURANCE, AD&D, AND DISABILITY BENEFITS FOR SCHOOL DISTRICT EMPLOYEES AND THEIR DEPENDENTS THROUGHOUT MONTANA. WE SERVED 3,957 EMPLOYEES THROUGHOUT THE YEAR.
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
- 81-0407145
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,376,757
- Income (IRS master file)
- $48,406,260
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $44,451,728 | $48,330,910 | $12,376,757 | XML |
| 990 | June 2024 | $65,007,267 | $66,581,687 | $18,153,502 | IRS |
| 990 | June 2023 | $66,253,538 | $68,378,773 | $18,696,348 | XML |
| 990 | June 2022 | $61,405,504 | $65,723,693 | $19,882,347 | 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 81-0407145).
Questions about MONTANA UNIFIED SCHOOL TRUST
- What is the EIN of MONTANA UNIFIED SCHOOL TRUST?
- The employer identification number (EIN) of MONTANA UNIFIED SCHOOL TRUST is 81-0407145.
- Is MONTANA UNIFIED SCHOOL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9).
- Which annual return does MONTANA UNIFIED SCHOOL TRUST 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 UNIFIED SCHOOL TRUST 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 UNIFIED SCHOOL TRUST 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 UNIFIED SCHOOL TRUST?
- The 990 for the year ended June 30, 2025 names DENA GORMELY.
- Who are the officers and directors of MONTANA UNIFIED SCHOOL TRUST?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MONTANA UNIFIED SCHOOL TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $44,451,728, expenses of $48,330,910 and total assets of $12,376,757 at year end.
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- MONTANA COMMUNITY FOUNDATION INC EIN 81-0450150 · last filed 990 for 2025
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