Nonprofit · EIN 81-0472874
ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL
Also known as MONTANA ASSOCIATION OF SBO
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $810,965 | $666,036 | $144,929 | $1,155,097 | $611,523 | $543,574 |
| June 30, 2025 | 990 | $675,074 | $573,346 | $101,728 | $1,054,133 | $596,055 | $458,078 |
| June 30, 2024 | 990 | $579,631 | $511,889 | $67,742 | $984,708 | $483,849 | $500,859 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $228,049
- Membership dues
- $146,740
- Program service revenue
- $423,742
- Investment income
- $17,317
- Royalties
- $140,340
- Net income from sales of inventory
- $642
- Other revenue
- $141,857
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $101,223
- Other salaries and wages
- $155,449
- Salaries, compensation and benefits (total)
- $372,947
- Professional fundraising fees
- $0
- Accounting fees
- $8,308
- Travel
- $67,120
- Program services (functional)
- $599,428
- Management and general (functional)
- $66,603
Balance sheet and other
- Total assets, start of year
- $1,054,133
- Total assets, end of year
- $1,155,097
- Total liabilities, end of year
- $611,523
- Net assets, end of year
- $543,574
- Gross receipts
- $810,965
- Employees
- 4
- Volunteers
- 5
- Year formed
- 1968
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shelley Turner | Executive Director 4 22 to present Officer | 40 | $101,222 |
| Karsen Floerchinger | Director Trustee or director | 0 | $0 |
| Belinda Klick | Past President Trustee or director | 0 | $0 |
| Rebekah Rhoades | President Trustee or director | 0 | $0 |
| Daniella Walsh | Director Trustee or director | 0 | $0 |
| Heather Mumby | Director Trustee or director | 0 | $0 |
| Lacey Porrovecchio | Fiscal Agent Trustee or director | 0 | $0 |
| Colleen Drury | Director Trustee or director | 0 | $0 |
| Carrie Fisher | Vice President Trustee or director | 0 | $0 |
| Stacy Montgomery | Director Trustee or director | 0 | $0 |
| Lacy Clark | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shelley Turner | Executive Director 4 22 to present Officer | 40 | $89,267 |
| Karsen Floerchinger | Director Trustee or director | 0 | $0 |
| Rita Huck | Past President Trustee or director | 0 | $0 |
| Belinda Klick | President Trustee or director | 0 | $0 |
| Daniella Walsh | Director Trustee or director | 0 | $0 |
| Heather Mumby | Director Trustee or director | 0 | $0 |
| Lacey Porrovecchio | Fiscal Agent Trustee or director | 0 | $0 |
| Colleen Drury | Director Trustee or director | 0 | $0 |
| Rebekah Rhoades | Vice President Trustee or director | 0 | $0 |
| Stacy Montgomery | Director Trustee or director | 0 | $0 |
| Carrie Fisher | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Shelley Turner | Executive Director 4 22 to present Officer | 40 | $83,200 | $2 |
| Karsen Floerchinger | Director Trustee or director | 0 | $0 | $0 |
| Rita Huck | Past President Trustee or director | 0 | $0 | $0 |
| Belinda Klick | President Trustee or director | 0 | $0 | $0 |
| Daniella Walsh | Director Trustee or director | 0 | $0 | $0 |
| Kim Aarstad | Fiscal Agent Trustee or director | 0 | $0 | $0 |
| Lacey Porrovecchio | Director Trustee or director | 0 | $0 | $0 |
| Colleen Drury | Director Trustee or director | 0 | $0 | $0 |
| Rebekah Rhoades | Vice President Trustee or director | 0 | $0 | $0 |
| Stacy Montgomery | Director Trustee or director | 0 | $0 | $0 |
| Carrie Fisher | Director Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2047 N LAST CHANCE GULCH 437, HELENA, MT 59601-0744
- In care of
- % SHELLEY TURNER
- Principal officer (990 for 2025)
- Shelley Turner, 2047 N Last Chance Gulch 437, Helena, MT 59601
- Signed the 990
- Shelley Turner, Executive Director
- Phone
- (406) 461-3659
Mission
The Montana Association of School Business Officials MASBO empowers school business leaders through education professional development advocacy collaboration and resources that strengthen financial stewardship operational excellence and student success in Montanas public schools.
Program accomplishments
- MASBO provides statewide professional education via conferences workshops webinars academies certification programs and leadership development for Montana school business officials. Educational opportunities encompass school finance budgeting accounting payroll human resources governance elections procurement technology and regulatory compliance. These programs equip school business professionals with vital knowledge and skills to effectively manage public school operations and ensure responsible handling of public resources.Expenses $107,385 · revenue $254,360
- MASBO provided technical assistance mentoring interim business office services operational training certification support and professional resources to Montana public school districts. Services included guidance on school finance budgeting payroll accounting human resources compliance board operations and state reporting requirements. MASBO also assisted districts experiencing business office vacancies or staff transitions by offering interim support and hands-on training to ensure operational continuity and compliance with state and federal regulations.Expenses $492,043 · revenue $89,654
- MASBO supported Montana school business officials by providing certification opportunities professional resources networking member communications online educational resources and peer collaboration. These services promoted professional growth facilitated best practice sharing and enhanced the statewide network of school business professionals dedicated to efficient and ethical public education management.revenue $425
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0472874
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 3239: ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL
- Assets (IRS master file)
- $1,155,097
- Income (IRS master file)
- $810,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $810,965 | $666,036 | $1,155,097 | XML |
| 990 | June 2025 | $675,074 | $573,346 | $1,054,133 | XML |
| 990 | June 2024 | $579,631 | $511,889 | $984,708 | XML |
| 990 | June 2023 | $594,848 | $446,094 | $950,530 | IRS |
| 990 | June 2022 | $446,467 | $468,432 | $383,067 | 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 81-0472874).
Questions about ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL
- What is the EIN of ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL?
- The employer identification number (EIN) of ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL is 81-0472874.
- Is ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Which annual return does ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL 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 ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL?
- The 990 for the year ended June 30, 2026 names Shelley Turner.
- Who are the officers and directors of ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL?
- The 990 for the year ended June 30, 2026 lists 11 people; 1 received compensation from the organization, the highest $101,222 (Shelley Turner, Executive Director 4 22 to present).
- How much revenue does ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $810,965, expenses of $666,036 and total assets of $1,155,097 at year end.
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