MONTANA SCHOOL BOARDS ASSOCIATION
863 GREAT NORTHERN BLVD STE 301, HELENA, MT 59601 www.mtsba.org

Total Revenue
$4,991,093
Total Expenses
$4,691,654
Net Assets
$4,563,291

Organizations Filed Purposes: MTSBA'S MISSION IS TO DEVELOP THE FULL POTENTIAL OF EACH CHILD THROUGH SCHOOL BOARD LEADERSHIP.

LEGAL SERVICES AND LABOR RELATIONS.MTSBA HAS LONG BEEN AN ACKNOWLEDGED LEADER IN OFFERING LEGAL SERVICES TO MEMBER SCHOOL BOARDS IN MONTANA. WE OFFER BOTH DUES-BASED AND FEE-BASED LEGAL SERVICES IN STRICT COMPLIANCE WITH THE RULES OF ETHICS GUIDING THE PRACTICE OF LAW, INCLUDING BUT NOT LIMITED TO RULE 6.5 (NONPROFIT AND COURT-ANNEXED LIMITED LEGAL SERVICES PROGRAMS), RULE 7.3 (DIRECT CONTACT WITH PROSPECTIVE CLIENTS), AND RULE 5.4 (PROFESSIONAL INDEPENDENCE OF A LAWYER) OF THE MONTANA BAR ASSOCIATION RULES OF ETHICS.

PROFESSIONAL DEVELOPMENT.MTSBA HAS PROVIDED TRAINING OF ONE KIND OR ANOTHER VIRTUALLY SINCE ITS INCEPTION IN 1926. AS PART OF OUR BOARD DEVELOPMENT PROGRAM, WE OFFER BOTH DUES-BASED AND FEE-BASED SERVICES. INCLUDED IN OUR DUES-BASED SERVICES ARE: (1) OUR JUNE NEWLY-ELECTED AND LEADERSHIP SYMPOSIUM; (2) IN-DISTRICT RISK MANAGEMENT SEMINAR FOR MEMBERS WHO ARE ALSO MEMBERS OF THE MSGIA PROPERTY AND CASUALTY POOL; (3) WEBINARS ON A VARIETY OF TOPICS FREE OF CHARGE TO MEMBERS; (4) A REGIONAL HUMAN RESOURCE SYMPOSIUM, THE COST OF WHICH IS FUNDED BY MTSUIP; AND (5) SPRING WORKSHOPS WHICH ARE ANNUAL REGIONAL WORKSHOPS ON EDUCATION ISSUES.

SELF FUNDED INSURANCE PROGRAMS FOR MEMBERS.SEE SCH O.MSGIA (WORKERS' COMPENSATION PROGRAM): THE MONTANA SCHOOL BOARDS ASSOCIATION ADMINISTERS (THROUGH A TPA AGREEMENT) A SELF-FUNDED WORKERS' COMPENSATION RISK AND RETENTION PROGRAM (WCRRP). WCCRP IS THE LARGEST SELF-FUNDED PROGRAM OF ITS KIND IN THE STATE PROVIDING WORKERS' COMPENSATION COVERAGE FOR OVER 25,000 PUBLIC SCHOOL EMPLOYEES. WCRRP PROVIDES COVERAGE THAT IS CONSISTENTLY MORE COMPETITIVELY PRICED THAN PRIVATE MARKET OPTIONS WHILE AT THE SAME TIME PROVIDING FOR A WIDE RANGE OF ADDITIONAL SERVICES TO MEMBER DISTRICTS AT NO ADDITIONAL COSTS. THE PROGRAM ALSO PROVIDES A RANGE OF E-LEARNING PROGRAMS TARGETED AT MEETING MANY OF THE REQUIRED ANNUAL TRAINING TOPICS FOR ITS MEMBERS AS WELL AS SEVERAL OPTIONAL TRAINING AREAS IN ALL ASPECTS OF SCHOOL DISTRICT RISK MANAGEMENT. MSGIA (PROPERTY AND CASUALTY PROGRAM): MSGIA LAUNCHED THIS SELF-INSURED POOL ON JULY 1, 2008. MSGIA CONTRACTS WITH THE MTSBA TO PROVIDE GENERAL PROGRAM ADMINISTRATION AND RISK MANAGEMENT SERVICES. THE PROPERTY AND LIABILITY PROGRAM PROVIDES BROAD COVERAGES TO ITS MEMBERS AT VERY COMPETITIVE RATES WITH MEMBER SERVICES NOT TYPICALLY FOUND IN OTHER MARKET OPTIONS. THE PROGRAM WAS DESIGNED TO FOCUS ON PROVIDING RISK MANAGEMENT TOOLS AND TRAINING TO MEMBERS IN THE HIGHEST RISK AREA FOR MONTANA SCHOOLS IN SCHOOL LEADERS' LIABILITY. MTSUIP: MTSUIP WAS CREATED IN 1994 TO MEET THE NEEDS OF MONTANA SCHOOL DISTRICTS IN THE AREA OF UNEMPLOYMENT INSURANCE. THE PROGRAM WAS ESTABLISHED TO ALLOW SCHOOLS TO POOL THEIR UNEMPLOYMENT INSURANCE PREMIUMS AND BECOME REIMBURSABLE EMPLOYERS UNDER THE UNEMPLOYMENT INSURANCE LAW IN AN ATTEMPT TO REDUCE THE UNEMPLOYMENT RATES PAID BY SCHOOLS. SCHOOL DISTRICTS PAY QUARTERLY PREMIUMS INTO THE FUND AND THESE FUNDS ARE USED TO PAY CLAIMS. MEMBERS RECEIVE LOSS CONTROL, CLAIMS HANDLING, LEGAL, ACTUARIAL AND OTHER SERVICES THAT THE POOL MAY PROVIDE IN-HOUSE OR MAY PURCHASE FROM CONTRACTORS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Lance MeltonEXECUTIVE DIRECTOR/TREASUR40$272,876
Debra SilkCHIEF LEGAL COUNSEL/ASSOC ED40$210,486
Shawn BubbDIRECTOR, INSURANCE SERVIC40$193,219
Andrew SeverDIR. LABOR RELATIONS40$133,689
Tony KoenigDIR. LEGAL /HR SERVICES40$120,360
Kris GossDIR. POLICY SERVICES40$112,967
Kevin BartschASST. DIRECTOR -MSGIA40$110,406
Yancey BestonISBC DIRECTOR5$0
Gayle VenturelliDIRECTOR REGION 75$0
Charlee ThompsonDIRECTOR REGION 65$0
Shaun ScottDIRECTOR REGION 85$0
Krystal ZentnerDIRECTOR REGION 95$0
Scott WalterVICE PRES, DIRECTOR REGION 115$0
Val FowlerDIRECTOR REGION 55$0
Luke MuszkiewiczPRESIDENT ELECT -HELENA MUN5$0
Greta Besch MoenDIRECTOR BILLINGS MUNICIPA5$0
Sue CorriganDIRECTOR KALISPELL MUNICIP5$0
Gary LusinDIRECTOR BOZEMAN MUNICIPAL5$0
Iris Kill EagleDIRECTOR -ISBC5$0
Kelly DeyDIRECTOR REGION 45$0
Dick CameronDIRECTOR REGION 105$0
Jan CahillDIRECTOR GREAT FALLS MUNIC5$0
Tom BillteenDIRECTOR BUTTE MUNICIPAL5$0
Harvey CapellenDIRECTOR REGION 2 HAVRE5$0
Barb RileyPRESIDENT -DIRECTOR REG 15$0
Paul FinnicumPAST PRESIDENT, REGION 35$0
Anne WakeDIRECTOR MISSOULA5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202043169349305599_public.xml