Montana School Services Foundation
EIN: 363377762 · Helena, MT
| Metric | Value |
|---|---|
| Total Revenue | $2.5M |
| Total Expenses | $2.1M |
| Net Assets | $775K |
Is Montana School Services Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Montana School Services Foundation
Montana School Services Foundation (EIN: 363377762) is a nonprofit organization based in Helena, MT. The organization reported total revenue of $2.5M and total assets of $976K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Montana School Services Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Montana School Services Foundation is a mid-size nonprofit that has been operating for 41 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.1M |
| Total Expenses | $2.1M |
| Surplus / Deficit | $-5,082 |
| Total Assets | $993K |
| Total Liabilities | $218K |
| Net Assets | $775K |
| Operating Margin | -0.2% |
| Debt-to-Asset Ratio | 21.9% |
| Months of Reserves | 5.7 months |
Financial Health Grade: B
In 2023, Montana School Services Foundation reported a deficit of $5K with expenses exceeding revenue, holds 5.7 months of operating reserves (adequate), has a debt-to-asset ratio of 21.9% (moderate leverage).
Financial Trends
Over 13 years of filings (2011–2023), Montana School Services Foundation's revenue has grown at a compound annual growth rate (CAGR) of 2.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1.1% | +1.7% | -2.2% |
| 2022 | -4.0% | -4.0% | -1.2% |
| 2021 | +2.3% | +1.9% | -1.0% |
| 2020 | +1.6% | +1.5% | -6.4% |
| 2019 | -4.3% | -3.9% | +1.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1985 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Montana School Services Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Montana School Services Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $5K, with expenses exceeding revenue.
- Debt-to-asset ratio: 21.9%.
Frequently Asked Questions about Montana School Services Foundation
Is Montana School Services Foundation a legitimate charity?
Montana School Services Foundation (EIN: 363377762) is a registered tax-exempt nonprofit based in Montana. It has 13 years of IRS 990 filings on record. Total revenue: $2.5M. No red flags identified. Financial health grade: B.
How does Montana School Services Foundation spend its money?
Montana School Services Foundation reported $2.5M in total revenue in IRS 990 filings. 13 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Montana School Services Foundation tax-deductible?
Montana School Services Foundation is registered as a tax-exempt nonprofit (EIN: 363377762). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Montana School Services Foundation located?
Montana School Services Foundation is headquartered in Helena, Montana and files with the IRS under EIN 363377762.
How many years of IRS 990 filings does Montana School Services Foundation have?
Montana School Services Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.5M in total revenue.
Filing History
IRS 990 filing history for Montana School Services Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Montana School Services Foundation's revenue has grown by 29.6%, moving from $1.6M to $2.1M. Total assets decreased by 26% over the same period, from $1.3M to $993K. Total functional expenses rose by 20%, from $1.7M to $2.1M. In its most recent filing year (2023), Montana School Services Foundation reported a deficit of $5K, with expenses exceeding revenue. The organization holds $218K in liabilities against $993K in assets (debt-to-asset ratio: 21.9%), resulting in net assets of $775K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.1M | $2.1M | $993K | $218K | — | View 990 |
| 2022 | $2.1M | $2.1M | $1.0M | $240K | — | View 990 |
| 2021 | $2.1M | $2.1M | $1.0M | $252K | — | View 990 |
| 2020 | $2.1M | $2.1M | $1.0M | $262K | — | View 990 |
| 2019 | $2.1M | $2.1M | $1.1M | $333K | — | View 990 |
| 2018 | $2.2M | $2.1M | $1.1M | $319K | — | View 990 |
| 2017 | $2.2M | $2.2M | $1.1M | $289K | — | View 990 |
| 2016 | $2.1M | $2.2M | $1.1M | $342K | — | View 990 |
| 2015 | $2.2M | $2.1M | $1.1M | $271K | — | View 990 |
| 2014 | $1.9M | $2.3M | $943K | $246K | — | View 990 |
| 2013 | $1.8M | $1.8M | $1.3M | $215K | — | View 990 |
| 2012 | $1.8M | $1.9M | $1.2M | $215K | — | View 990 |
| 2011 | $1.6M | $1.7M | $1.3M | $215K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.1M, expenses of $2.1M, and assets of $993K (revenue +1.1% year-over-year).
- 2022: Revenue of $2.1M, expenses of $2.1M, and assets of $1.0M (revenue -4.0% year-over-year).
- 2021: Revenue of $2.1M, expenses of $2.1M, and assets of $1.0M (revenue +2.3% year-over-year).
- 2020: Revenue of $2.1M, expenses of $2.1M, and assets of $1.0M (revenue +1.6% year-over-year).
- 2019: Revenue of $2.1M, expenses of $2.1M, and assets of $1.1M (revenue -4.3% year-over-year).
- 2018: Revenue of $2.2M, expenses of $2.1M, and assets of $1.1M (revenue -3.9% year-over-year).
- 2017: Revenue of $2.2M, expenses of $2.2M, and assets of $1.1M (revenue +4.9% year-over-year).
- 2016: Revenue of $2.1M, expenses of $2.2M, and assets of $1.1M (revenue -3.4% year-over-year).
- 2015: Revenue of $2.2M, expenses of $2.1M, and assets of $1.1M (revenue +15.7% year-over-year).
- 2014: Revenue of $1.9M, expenses of $2.3M, and assets of $943K (revenue +6.5% year-over-year).
- 2013: Revenue of $1.8M, expenses of $1.8M, and assets of $1.3M (revenue -0.5% year-over-year).
- 2012: Revenue of $1.8M, expenses of $1.9M, and assets of $1.2M (revenue +12.3% year-over-year).
- 2011: Revenue of $1.6M, expenses of $1.7M, and assets of $1.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Montana School Services Foundation:
Data Sources and Methodology
This transparency report for Montana School Services Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.