Montana Unified School Trust
EIN: 810407145 · Helena, MT
| Metric | Value |
|---|---|
| Total Revenue | $67.6M |
| Total Expenses | $68.4M |
| Net Assets | $7.9M |
Is Montana Unified School Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Montana Unified School Trust
Montana Unified School Trust (EIN: 810407145) is a nonprofit organization based in Helena, MT. The organization reported total revenue of $67.6M and total assets of $18.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Montana Unified School Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Montana Unified School Trust is a major nonprofit, with 12 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 5.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $66.3M |
| Total Expenses | $68.4M |
| Surplus / Deficit | $-2,125,235 |
| Total Assets | $18.7M |
| Total Liabilities | $10.8M |
| Net Assets | $7.9M |
| Operating Margin | -3.2% |
| Debt-to-Asset Ratio | 57.7% |
| Months of Reserves | 3.3 months |
Financial Health Grade: C
In 2023, Montana Unified School Trust reported a deficit of $2.1M with expenses exceeding revenue, holds 3.3 months of operating reserves (adequate), has a debt-to-asset ratio of 57.7% (high leverage).
Financial Trends
Over 12 years of filings (2012–2023), Montana Unified School Trust's revenue has grown at a compound annual growth rate (CAGR) of 5.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +7.9% | +4.0% | -6.0% |
| 2022 | +8.3% | +19.0% | -18.4% |
| 2021 | +10.3% | +8.4% | +13.0% |
| 2020 | -1.4% | -1.2% | +3.8% |
| 2019 | -6.1% | -2.0% | +3.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Montana Unified School Trust 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 Unified School Trust 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 $2.1M, with expenses exceeding revenue.
- Debt-to-asset ratio: 57.7%.
Frequently Asked Questions about Montana Unified School Trust
Is Montana Unified School Trust a legitimate charity?
Montana Unified School Trust (EIN: 810407145) is a registered tax-exempt nonprofit based in Montana. It has 12 years of IRS 990 filings on record. Total revenue: $67.6M. No red flags identified. Financial health grade: C.
How does Montana Unified School Trust spend its money?
Montana Unified School Trust reported $67.6M in total revenue in IRS 990 filings. 12 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Montana Unified School Trust tax-deductible?
Montana Unified School Trust is registered as a tax-exempt nonprofit (EIN: 810407145). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Montana Unified School Trust located?
Montana Unified School Trust is headquartered in Helena, Montana and files with the IRS under EIN 810407145.
How many years of IRS 990 filings does Montana Unified School Trust have?
Montana Unified School Trust has 12 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 $67.6M in total revenue.
Filing History
IRS 990 filing history for Montana Unified School Trust showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2012–2023), Montana Unified School Trust's revenue has grown by 82%, moving from $36.4M to $66.3M. Total assets increased by 96% over the same period, from $9.5M to $18.7M. Total functional expenses rose by 79.9%, from $38.0M to $68.4M. In its most recent filing year (2023), Montana Unified School Trust reported a deficit of $2.1M, with expenses exceeding revenue. The organization holds $10.8M in liabilities against $18.7M in assets (debt-to-asset ratio: 57.7%), resulting in net assets of $7.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $66.3M | $68.4M | $18.7M | $10.8M | — | View 990 |
| 2022 | $61.4M | $65.7M | $19.9M | $9.8M | — | View 990 |
| 2021 | $56.7M | $55.3M | $24.4M | $7.8M | — | View 990 |
| 2020 | $51.4M | $51.0M | $21.6M | $7.2M | — | — |
| 2019 | $52.1M | $51.6M | $20.8M | $7.2M | — | View 990 |
| 2018 | $55.5M | $52.6M | $20.1M | $7.4M | — | View 990 |
| 2017 | $54.7M | $50.4M | $16.9M | $7.1M | — | View 990 |
| 2016 | $54.8M | $54.6M | $13.7M | $8.3M | — | View 990 |
| 2015 | $53.2M | $55.7M | $14.4M | $9.3M | — | View 990 |
| 2014 | $30.6M | $31.5M | $12.9M | $5.4M | — | View 990 |
| 2013 | $35.0M | $30.5M | $13.1M | $4.8M | — | View 990 |
| 2012 | $36.4M | $38.0M | $9.5M | $5.7M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $66.3M, expenses of $68.4M, and assets of $18.7M (revenue +7.9% year-over-year).
- 2022: Revenue of $61.4M, expenses of $65.7M, and assets of $19.9M (revenue +8.3% year-over-year).
- 2021: Revenue of $56.7M, expenses of $55.3M, and assets of $24.4M (revenue +10.3% year-over-year).
- 2020: Revenue of $51.4M, expenses of $51.0M, and assets of $21.6M (revenue -1.4% year-over-year).
- 2019: Revenue of $52.1M, expenses of $51.6M, and assets of $20.8M (revenue -6.1% year-over-year).
- 2018: Revenue of $55.5M, expenses of $52.6M, and assets of $20.1M (revenue +1.5% year-over-year).
- 2017: Revenue of $54.7M, expenses of $50.4M, and assets of $16.9M (revenue -0.2% year-over-year).
- 2016: Revenue of $54.8M, expenses of $54.6M, and assets of $13.7M (revenue +3.0% year-over-year).
- 2015: Revenue of $53.2M, expenses of $55.7M, and assets of $14.4M (revenue +73.9% year-over-year).
- 2014: Revenue of $30.6M, expenses of $31.5M, and assets of $12.9M (revenue -12.5% year-over-year).
- 2013: Revenue of $35.0M, expenses of $30.5M, and assets of $13.1M (revenue -3.9% year-over-year).
- 2012: Revenue of $36.4M, expenses of $38.0M, and assets of $9.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Montana Unified School Trust:
Data Sources and Methodology
This transparency report for Montana Unified School Trust 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.