Billings Middle School: FY2021 Nonprofit Profile & Form 990 (EIN 91-1107067)

Revenue by fiscal year
FY2020	$3.7M
FY2021	$4.4M
FY2022	$5.1M
FY2023	$4.3M
FY2024	$3.9M
FY2025	$3.1M

Expenses by fiscal year
FY2020	$3.9M
FY2021	$4.0M
FY2022	$4.7M
FY2023	$4.9M
FY2024	$4.2M
FY2025	$3.9M

Net assets by fiscal year
FY2020	$6.6M
FY2021	$7.0M
FY2022	$7.6M
FY2023	$7.2M
FY2024	$6.9M
FY2025	$6.0M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

80%

16%

Program services 80% · $3.2M Management & general 16% · $617K Fundraising 5% · $187K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $402K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Anne-Evan Williams

Head of School

$217,408Pt VII · Sec A

Catherine Adams

Assistant Head of School

$101,949Pt VII · Sec A

Laura Brakus

Director of Finance

$82,583Pt VII · Sec A

Amelia Marckworth

Vice Chair

$0Pt VII · Sec A

Tom Parkhurst

Treasurer

$0Pt VII · Sec A

Elizabeth Spaulding

Secretary

$0Pt VII · Sec A

Debra Dahlin

Trustee

$0Pt VII · Sec A

Catherine Kamerling

Trustee

$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Anne-Evan Williams	—	—	$204,899	$224,817	$217,408	$210,185
Michael Montgomery	$198,012	$168,862	$140,631	—	—	—
Catherine Adams-Gravely	—	—	$121,593	$152,281	—	—
April Little	$117,640	—	—	—	—	—
Laura Brakus	—	$112,300	$117,500	$101,000	$82,583	$41,661
Stephanie Horne-Hagedorn	$102,500	—	—	—	—	—
Catherine Adams	—	—	—	—	$101,949	—
Ginger Goble-Van Diest	—	—	—	$101,606	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspires and supports early adolescent learners through an academic community.

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Provided by the organization

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1 program · $3.2M · in their own filed words · FY2020

01

Billings Middle School is co-educational and serves 109 students in grades 6-8. Our average class size is 15. We offer three year integrated programs in global studies, applied math, visual and performing arts, and outdoor learning. About 27% of Billings families receive tuition assistance.

$3.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Sash FoundationFY2024$186K

American Online Giving Foundation INCFY2024$37K

Donor Advised Charitable Giving INCFY2024$30K

GE FoundationFY2024$100

Total grants receivedfrom 4 funders$253K

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By the numbers

The FY2021 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$4.4M

Ln 12

Fees for servicesLn 2g$3.3M

Gifts and grantsLn 1h$799K

Investment incomeLn 3$235K

Money outPt IX

$4.0M

Ln 25

Programscol B$3.2M

Managementcol C$617K

Fundraisingcol D$187K

Owns and owesPt X

$7.0M

net assets · Ln 32

Cash and savingsLn 1–2$2.3M

Total assetsLn 16$12.9M

LiabilitiesLn 26$5.9M

PeoplePt VI, VII

17

listed · VII A

PaidVII A3

Voting boardVI 1a14

IndependentVI 1b14

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$799K

Government grantsLn 1e$308K

Noncash giftsLn 1g$42K

Fees for servicesLn 2g$3.3M

Investment incomeLn 3$235K

Other incomeLn 4–11$17K

Gains on assetsLn 7$229K

Total revenueLn 12$4.4M

Assets in detailPt X, end of year

CashLn 1$225K

SavingsLn 2$2.0M

Cash and savings togetherLn 1–2$2.3M

Land, buildings, equipmentLn 10c$8.8M

Other assetsLn 15$46K

Total assetsLn 16$12.9M

LiabilitiesLn 26$5.9M

Net assetsLn 32$7.0M

OperationsPt I, VI

EmployeesI 539

VolunteersI 640

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$2.1M	$2.3M
Land, buildings, equipmentLn 10c	$9.0M	$8.8M
Total assetsLn 16	$13.2M	$12.9M
LiabilitiesLn 26	$6.6M	$5.9M
Net assetsLn 32	$6.6M	$7.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$709K	$709K
Pay of current officers, directors and key staffLn 5	$397K	$307K	$65K	$25K
Other salaries and wagesLn 7	$1.5M	$1.2M	$253K	$95K
Pension plan contributionsLn 8	$62K	$50K	$8K	$4K
Other employee benefitsLn 9	$154K	$124K	$20K	$10K
Payroll taxesLn 10	$156K	$123K	$23K	$10K
Legal feesLn 11b	$21K	$2K	$18K	$1K
Accounting feesLn 11c	$16K	$2K	$14K	$808
Other fees for servicesLn 11g	$99K	$14K	$80K	$5K
Advertising and promotionLn 12	$7K	$6K	$1K
Office expensesLn 13	$20K	$5K	$12K	$3K
Information technologyLn 14	$114K	$78K	$34K	$2K
OccupancyLn 16	$160K	$118K	$36K	$6K
InterestLn 20	$76K	$68K	$4K	$4K
Depreciation, depletion and amortizationLn 22	$282K	$254K	$14K	$14K
InsuranceLn 23	$36K	$14K	$21K	$2K
Other expenses (24a–d)Ln 24	$149K	$128K	$17K	$4K
Total functional expensesLn 25	$4.0M	$3.2M	$617K	$187K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$3.1M	$3.9M	−$781K	$6.0M	990 PDF
FY2024	$3.9M	$4.2M	−$223K	$6.9M	990 PDF
FY2023	$4.3M	$4.9M	−$583K	$7.2M	990 PDF
FY2022	$5.1M	$4.7M	$399K	$7.6M	990 PDF
FY2021 Viewing	$4.4M	$4.0M	$411K	$7.0M	990 PDF
FY2020	$3.7M	$3.9M	−$185K	$6.6M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $4,382,521 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $462,743$799,036

I-9 Program service revenuePrior year $3,002,341$3,331,081

I-10 Investment incomePrior year $136,848$235,426

I-11 Other revenuePrior year $75,951$16,978

I-12 Total revenuePrior year $3,677,883$4,382,521

I-13 Grants and similar amounts paidPrior year $659,642$708,608

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $1,932,928$2,284,594

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $1,270,801$978,801

I-18 Total expensesPrior year $3,863,371$3,972,003

I-19 Revenue less expensesPrior year −$185,488$410,518

Part VI · Governance 14 of 14 board members independent, no flags

VI-1a Voting members of the governing body14

VI-1b Independent voting members14

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $4,382,521 across 9 lines filed

VIII-1e Government grants$308,237

VIII-1f All other contributions, gifts and grants$490,799

VIII-1g Noncash contributions (included above)$41,707

VIII-1h Total contributions, gifts and grants$799,036

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,331,081$3,331,081

VIII-3 Investment incomeExcluded from tax $6,288$6,288

VIII-7 Net gain or loss on sales of assetsExcluded from tax $229,138$229,138

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $16,978$16,978

VIII-12 Total revenueRelated to mission $3,331,081 · Unrelated business $0 · Excluded from tax $252,404$4,382,521

Part IX · Statement of functional expenses $3,972,003 across 17 lines filed

IX-2 Grants to domestic individualsPrograms $708,608$708,608

IX-5 Pay of current officers, directors and key staffPrograms $306,672 · Management $65,287 · Fundraising $24,956$396,915

IX-7 Other salaries and wagesPrograms $1,167,713 · Management $253,114 · Fundraising $94,932$1,515,759

IX-8 Pension plan contributionsPrograms $49,774 · Management $7,814 · Fundraising $4,110$61,698

IX-9 Other employee benefitsPrograms $124,378 · Management $19,527 · Fundraising $10,271$154,176

IX-10 Payroll taxesPrograms $123,343 · Management $22,658 · Fundraising $10,045$156,046

IX-11b Legal feesPrograms $2,074 · Management $17,626 · Fundraising $1,036$20,736

IX-11c Accounting feesPrograms $1,615 · Management $13,727 · Fundraising $808$16,150

IX-11g Other fees for servicesPrograms $13,550 · Management $79,951 · Fundraising $5,013$98,514

IX-12 Advertising and promotionPrograms $5,734 · Management $1,012$6,746

IX-13 Office expensesPrograms $4,864 · Management $11,664 · Fundraising $3,440$19,968

IX-14 Information technologyPrograms $78,073 · Management $33,914 · Fundraising $1,513$113,500

IX-16 OccupancyPrograms $117,720 · Management $35,860 · Fundraising $6,454$160,034

IX-20 InterestPrograms $68,478 · Management $3,804 · Fundraising $3,804$76,086

IX-22 Depreciation, depletion and amortizationPrograms $254,116 · Management $14,118 · Fundraising $14,118$282,352

IX-23 InsurancePrograms $13,701 · Management $20,668 · Fundraising $1,809$36,178

IX-24 Other expenses (24a–d)Programs $127,606 · Management $16,715 · Fundraising $4,216$148,537

IX-25 Total functional expensesPrograms $3,168,019 · Management $617,459 · Fundraising $186,525$3,972,003

Part X · Balance sheet $12,935,389 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $154,659$224,562

X-2 Savings and temporary cash investmentsStart of year $1,956,872$2,049,818

X-3 Pledges and grants receivableStart of year $2,029,521$1,794,898

X-4 Accounts receivableStart of year $91$12,245

X-9 Prepaid expenses and deferred chargesStart of year $35,614$53,058

X-10c Land, buildings and equipment, netStart of year $8,973,419$8,754,856

X-15 Other assetsStart of year $0$45,952

X-16 Total assetsStart of year $13,150,176$12,935,389

X-17 Accounts payable and accrued expensesStart of year $203,082$236,891

X-19 Deferred revenueStart of year $1,029,917$1,414,942

X-25 Other liabilitiesStart of year $125,544$0

X-26 Total liabilitiesStart of year $6,562,276$5,939,283

X-27 Net assets without donor restrictionsStart of year $4,001,529$4,723,189

X-28 Net assets with donor restrictionsStart of year $2,586,371$2,272,917

X-32 Total net assets or fund balancesStart of year $6,587,900$6,996,106

X-33 Total liabilities and net assetsStart of year $13,150,176$12,935,389

Part XI · Reconciliation of net assets $6,996,106 net assets at year end

XI-1 Total revenue$4,382,521

XI-2 Total expenses$3,972,003

XI-3 Revenue less expenses$410,518

XI-4 Net assets at start of year$6,587,900

XI-5 Net unrealized gains (losses) on investments−$2,312

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$6,996,106

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Billings Middle School FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Compensation history total reportable pay by year · 8 named individuals · Part VII

Questions the 990 asks

Programs and updates

Questions for Billings Middle School

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV