UNIVERSITY OF MONTANA FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MONTANA FOUNDATION (EIN 81-0362989)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-21
- IRS object ID
- 202321119349301017
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-21T12:12:47-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810362989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF MONTANA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4062432673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7159 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE STANTON | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 4062432673 | PhoneNum |
| Signature | 2023-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMIE | PersonFirstNm |
| Person Last | STANTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2023-04-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CINDY WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7159 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $300,203,864 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUPPORTUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE PHILANTHROPIC SUPPORT TO ENHANCE EXCELLENCE AND OPPORTUNITY AT THE UNIVERSITY OF MONTANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $740,710 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $644,241 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,063,976 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,719,557 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $550,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $580,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,817,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,482,747 | CYInvestmentIncomeAmt |
| PY Other Revenue | $629,731 | PYOtherRevenueAmt |
| CY Other Revenue | $1,099,325 | CYOtherRevenueAmt |
| PY Total Revenue | $73,061,531 | PYTotalRevenueAmt |
| CY Total Revenue | $56,881,629 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,974,372 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,784,623 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,479,496 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,384,697 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $441,454 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $447,122 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,964,171 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,401,854 | PYOtherExpensesAmt |
| CY Other Expenses | $3,241,865 | CYOtherExpensesAmt |
| PY Total Expenses | $24,297,176 | PYTotalExpensesAmt |
| CY Total Expenses | $33,858,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $48,764,355 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,023,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $368,257,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $356,264,940 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,042,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,983,183 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $325,214,671 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $318,281,757 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF MONTANA FOUNDATION INSPIRES PHILANTHROPIC SUPPORT TO ENHANCE EXCELLENCE AND OPPORTUNITY AT THE UNIVERSITY OF MONTANA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,042,752 | ExpenseAmt |
| Grant | $11,767,003 | GrantAmt |
| Revenue | $1,671,162 | RevenueAmt |
| Desc | ACADEMIC AND INSTITUTIONAL SUPPORT: TO PROVIDE ACADEMIC AND INSTITUTIONAL SUPPORT FOR THE UNIVERSITY OF MONTANA'S PROGRAMS AND PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,736,338 | ExpenseAmt |
| Grant | $7,736,338 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CAPITAL PROJECTS: TO PROVIDE ACADEMIC AND INSTITUTIONAL SUPPORT FOR THE UNIVERSITY OF MONTANA'S CAPITAL PROJECTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,281,282 | ExpenseAmt |
| Grant | $5,281,282 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS: TO PROVIDE ACADEMIC AND AWARDS TO UNIVERSITY OF MONTANA STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,060,372 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | GK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYDIA LUDWIG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062432673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7159 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59807 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROTH RICH | |||||||
| CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES DOUG | |||||||
| VICE-CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAHL BOBBI | |||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALVAREZ ALINA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDERSEN ZAK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BALDOCK JANE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARLOW DIANE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENNER BILL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRONSON ROBERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BURKE JOHN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMPBELL SHARILYN | |||||||
| TRUSTEE (THRU 9/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVIDSON ANDREW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EBERLING KATHY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANKE PAIGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GILDER BRITNEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GOUDGE ANDREA | |||||||
| TRUSTEE (THRU 9/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HANDLEY KAYREEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ISERN JENNIFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KNICK BILL | |||||||
| TRUSTEE (THRU 9/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEMCKE TOM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEVITAN MATT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISKA JAMES | |||||||
| TRUSTEE (THRU 9/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MCGUIRE COLLEEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONAHAN JOE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MURRAY JIM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NONNENMACHER MARK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETERSON SUZANNE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBINSON OWEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROWE BOB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STREICH JOHN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SWAN JON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VANSICKLE BILL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WINSLOW STEVE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAMS CYNTHIA | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $273,512 | $0 | $48,524 | ||
| STANTON JAMIE | |||||||
| CHIEF FINANCE & OPERATIONS OFFICER | 40.00 | Yes (X) | $164,424 | $0 | $38,729 | ||
| MACLEAN JACOB | |||||||
| BOARD SECRETARY | 40.00 | Yes (X) | $57,513 | $0 | $19,174 | ||
| RITRIEVI CHRISTOPHER | |||||||
| VP OF DEVELOPMENT (THRU 06/21) | 40.00 | $110,906 | $0 | $25,295 | Yes (X) | ||
| REARDON BRAD | |||||||
| VICE PRESIDENT OF INFORMATION SYSTEMS | 40.00 | $111,325 | $0 | $31,955 | Yes (X) | ||
| RUE HEATHER | |||||||
| VP OF MARKETING & COMMUNICATIONS | 40.00 | $116,259 | $0 | $32,557 | Yes (X) | ||
| JENNINGS TRACEY | |||||||
| VP OF DEVELOPMENT | 40.00 | $122,703 | $0 | $28,010 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $956,642 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $224,244 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | |||||
| PO BOX 718 | DES MOINES | IA | 50303 | PHONATHON | $211,500 |
| ELLUCIAN | |||||
| 62578 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | TECHNICAL SERVICES | $209,616 |
| EAB | |||||
| PO BOX 603519 | CHARLOTTE | NC | 59806 | FUNDRAISING CONSULTATION | $198,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,005,685 | MembershipDuesAmt |
| Fundraising | $67,914 | FundraisingAmt |
| All Other Contributions | $45,645,958 | AllOtherContributionsAmt |
| Noncash Contributions | $9,423,630 | NoncashContributionsAmt |
| Total Contributions | $46,719,557 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT AGREEMENT UM | Desc |
| Business | 561499 | BusinessCd |
| Total Revenue Column | $580,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $580,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $580,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,905,964 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $738,690 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,167,274 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,830 | TotalRevenueColumnAmt |
| Exclusion | $2,830 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,841,670 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $243,264,887 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,576,783 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,576,783 | TotalRevenueColumnAmt |
| Exclusion | $5,576,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $60,661 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,914 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $57,348 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,313 | TotalRevenueColumnAmt |
| Exclusion | $3,313 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $699,959 | $697,939 | $2,020 |
| ADMIN FEE REVENUE | 561499 | $393,223 | $393,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,093,182 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,881,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,671,162 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $740,710 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,750,200 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,737,267 | TotalAmt |
| Program Services | $24,737,267 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,356 | TotalAmt |
| Program Services | $47,356 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,824 | TotalAmt |
| Management And General | $409,756 | ManagementAndGeneralAmt |
| Fundraising | $196,068 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,550,225 | TotalAmt |
| Management And General | $2,002,278 | ManagementAndGeneralAmt |
| Fundraising | $1,547,947 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,066 | TotalAmt |
| Management And General | $212,740 | ManagementAndGeneralAmt |
| Fundraising | $164,326 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,617 | TotalAmt |
| Management And General | $331,362 | ManagementAndGeneralAmt |
| Fundraising | $210,255 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,965 | TotalAmt |
| Management And General | $176,868 | ManagementAndGeneralAmt |
| Fundraising | $133,097 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,984 | TotalAmt |
| Management And General | $55,841 | ManagementAndGeneralAmt |
| Fundraising | $4,143 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,557 | TotalAmt |
| Management And General | $67,557 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,122 | TotalAmt |
| Fundraising | $447,122 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,886 | TotalAmt |
| Management And General | $1,130,886 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,877 | TotalAmt |
| Management And General | $189,829 | ManagementAndGeneralAmt |
| Fundraising | $56,048 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,855 | TotalAmt |
| Management And General | $2,716 | ManagementAndGeneralAmt |
| Fundraising | $2,139 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,513 | TotalAmt |
| Management And General | $166,753 | ManagementAndGeneralAmt |
| Fundraising | $67,760 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,647 | TotalAmt |
| Management And General | $345,104 | ManagementAndGeneralAmt |
| Fundraising | $1,543 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,593 | TotalAmt |
| Management And General | $266,593 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,143 | TotalAmt |
| Program Services | $298 | ProgramServicesAmt |
| Management And General | $11,468 | ManagementAndGeneralAmt |
| Fundraising | $49,377 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,906 | TotalAmt |
| Management And General | $111,521 | ManagementAndGeneralAmt |
| Fundraising | $53,385 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,461 | TotalAmt |
| Management And General | $79,461 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,712 | TotalAmt |
| Management And General | $38,712 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT TAXES | $68,554 | $68,554 | ||
| STUDENT ATHLETIC WEAR | $270,081 | $270,081 | ||
| ENTERTAINMENT | $105,952 | $76,576 | $5,295 | $24,081 |
| RECRUITMENT | $44,249 | $42,547 | $1,702 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,895 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $46,642 | ManagementAndGeneralAmt |
| Fundraising | $5,178 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,858,307 | TotalAmt |
| Program Services | $25,060,372 | ProgramServicesAmt |
| Management And General | $5,833,764 | ManagementAndGeneralAmt |
| Fundraising | $2,964,171 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,893 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,335,836 | BOYAmt |
| EOY | $10,152,942 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,144,583 | BOYAmt |
| EOY | $15,656,754 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,873 | BOYAmt |
| EOY | $261,507 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,759 | BOYAmt |
| EOY | $127,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,703,746 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $402,278 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,234 | BOYAmt |
| EOY | $3,301,468 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,278,910 | BOYAmt |
| EOY | $74,236,744 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,401,759 | BOYAmt |
| EOY | $242,527,641 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,263,288 | BOYAmt |
| EOY | $9,998,036 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,257,135 | BOYAmt |
| EOY | $356,264,940 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404,060 | BOYAmt |
| EOY | $2,185,015 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,960,352 | BOYAmt |
| EOY | $20,232,365 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,678,052 | BOYAmt |
| EOY | $15,565,803 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,042,464 | BOYAmt |
| EOY | $37,983,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,412,824 | BOYAmt |
| EOY | $6,996,119 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,801,847 | BOYAmt |
| EOY | $311,285,638 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,214,671 | BOYAmt |
| EOY | $318,281,757 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,257,135 | BOYAmt |
| EOY | $356,264,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,023,322 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$32,079,661 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,123,425 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,934,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,768,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,554,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,063,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,719,557 | CurrentTaxYearAmt |
| Total | $162,041,326 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,934,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,768,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,554,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,063,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,719,557 | CurrentTaxYearAmt |
| Total | $162,041,326 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,985,357 | SubstantialContributorsTotAmt |
| Public Support Total170 | $133,055,969 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,433,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,768,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,862,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,515,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,167,274 | CurrentTaxYearAmt |
| Total | $19,748,069 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,510,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $525,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,476 | CurrentTaxYearAmt |
| Total | $2,756,445 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,580,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,804,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,330,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $609,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,093,992 | CurrentTaxYearAmt |
| Total | $7,418,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $191,964,428 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,796,447 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMIN FEE REVENUE - 2017 AMOUNT: $ 1,734,765. 2018 AMOUNT: $ 1,017,548. 2019 AMOUNT: $ 476,946. 2020 AMOUNT: $ 447,115. 2021 AMOUNT: $ 393,223. MISC REVENUE - 2017 AMOUNT: $ 845,834. 2018 AMOUNT: $ 786,916. 2019 AMOUNT: $ 853,580. 2020 AMOUNT: $ 161,892. 2021 AMOUNT: $ 700,769. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,854,113 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,896,113 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $637 | CurrentYearMinus3Amt |
| Current Year Minus1 | $2,261 | CurrentYearMinus1Amt |
| Current Year | $42,000 | CurrentYearAmt |
| Total | $44,898 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,150,264 | BeginningYearBalanceAmt |
| Contributions | $11,247,897 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,256,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,222,648 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,469,692 | AdministrativeExpensesAmt |
| End Year Balance | $198,449,282 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,651,453 | BeginningYearBalanceAmt |
| Contributions | $11,660,753 | ContributionsAmt |
| Investment Earnings Or Losses | $46,728,998 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,575,274 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,315,666 | AdministrativeExpensesAmt |
| End Year Balance | $211,150,264 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,187,029 | BeginningYearBalanceAmt |
| Contributions | $9,777,370 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,831,380 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,180,916 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,300,650 | AdministrativeExpensesAmt |
| End Year Balance | $161,651,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,044,736 | BeginningYearBalanceAmt |
| Contributions | $17,526,721 | ContributionsAmt |
| Investment Earnings Or Losses | $6,848,922 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,107,597 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,125,753 | AdministrativeExpensesAmt |
| End Year Balance | $163,187,029 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,272,986 | BeginningYearBalanceAmt |
| Contributions | $8,845,573 | ContributionsAmt |
| Investment Earnings Or Losses | $9,037,563 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,191,161 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,920,225 | AdministrativeExpensesAmt |
| End Year Balance | $147,044,736 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,300,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $25,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,325,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,389 | DepreciationAmt |
| Book Value | $96,819 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $683,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,889 | DepreciationAmt |
| Book Value | $333,575 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,546,074 | OtherCostOrOtherBasisAmt |
| Book Value | $1,546,074 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,301,468 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $242,527,641 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $242,527,641 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST AGREEMENTS | Desc |
| Amt | $15,565,803 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,565,803 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $25,925,008 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$32,079,661 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,123,425 | OtherRevenueAmt |
| Revenue Not Reported | -$29,956,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,881,244 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,057,733 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$57,348 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,000,385 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,881,629 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,857,922 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,857,922 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,057,733 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$57,348 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,000,385 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,858,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE UNIVERSITY OF MONTANA FOUNDATION HOLDS ASSETS ON BEHALF OF THE UNIVERSITY OF MONTANA, THE UNIVERSITY OF MONTANA ALUMNI ASSOCIATION, AND THE GRIZZLY SCHOLARSHIP ASSOCIATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,123,425. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS -57,348. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS -57,348. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | N/A | $33,830,103 |
| EUROPE | 0 | 0 | INVESTMENTS | N/A | $1,585,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $35,415,168 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $35,415,168 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3, COLUMN (F): | THE ACCOUNTING METHOD USED IS ACCRUAL. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| EAB | ||||||||
| PO BOX 603519 | CHARLOTTE | NC | 28260 | DIRECT MAILING & DAY OF GIVING | 0 | $394,810 | $165,120 | $229,690 |
| RUFFALO NOEL LEVITZ | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | PHONATHON AND DIRECT MAIL | 0 | $216,538 | $282,002 | -$65,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $611,348 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $447,122 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $164,216 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ODYSSEY OF THE STARS | Event1Nm |
| Gross Receipts Event1 | $69,384 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $58,374 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,010 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,516 | OtherDirectExpensesEvent1Amt |
| Event2 | GLAM JAM - ATHLETIC | Event2Nm |
| Gross Receipts Event2 | $24,913 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $120 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,793 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,177 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $300 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $14,400 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,278 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,420 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,858 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,220 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $6,991 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,744 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $128,575 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,914 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,661 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,220 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,177 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,291 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,660 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $57,348 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,313 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF MONTANA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 CAMPUS DRIVE | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 816001713 | RecipientEIN |
| IRC Section | STATE OF MT | IRCSectionDesc |
| Cash Grant | $24,020,001 | CashGrantAmt |
| Non Cash Assistance | $714,766 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | ART, EQUIPMENT, INSTRUMENTS AND MUSIC, SUPPLIES, FOOD | NonCashAssistanceDesc |
| Purpose Of Grant | ACADEMIC AND INSTITUTIONAL SUPPORT, CAPITAL PROJECTS, AND SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | POST GRAD AWARDS | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $47,356 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT REQUESTS ARE REVIEWED TO ENSURE THEY ARE IN ACCORDANCE WITH THE DONOR'S CRITERIA AND THE FOUNDATION'S ACCOUNTS PAYABLE POLICY. ADDITIONALLY, GRANT REQUEST MUST BE FROM AN AUTHORIZED UNIVERSITY OF MONTANA REPRESENTATIVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS CYNTHIA | ||||||||||||||
| PRESIDENT & CEO | $242,957 | $0 | $24,000 | $0 | $6,555 | $0 | $30,994 | $0 | $17,530 | $0 | $322,036 | $0 | $0 | $0 |
| STANTON JAMIE | ||||||||||||||
| CHIEF FINANCE & OPERATIONS OFFICER | $163,424 | $0 | $1,000 | $0 | $0 | $0 | $19,213 | $0 | $19,516 | $0 | $203,153 | $0 | $0 | $0 |
| JENNINGS TRACEY | ||||||||||||||
| VP OF DEVELOPMENT | $121,703 | $0 | $1,000 | $0 | $0 | $0 | $13,737 | $0 | $14,273 | $0 | $150,713 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD REARDON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF JAMIE STANTON, CURRENT OFFICER | RelationshipDescriptionTxt |
| Transaction | $138,516 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $614,994 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 65 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,402,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,300,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,107 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DURABLE MEDICAL EQUIPMENT | 22 | $85,455 | FAIR MARKET VALUE |
| Yes (X) | MISC | 3 | $11,534 | FAIR MARKET VALUE |
| Yes (X) | INSTRUMENTS | 3 | $3,000 | FAIR MARKET VALUE |
| Yes (X) | EQUIPMENT/SUPPLIES | 1 | $1,592 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS UNDER 100.00 | 14 | $1,048 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS OVER 100.00 | 2 | $450 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIR, PAST CHAIR, VICE CHAIR, TREASURER, CHAIRS OF STANDING COMMITTEES, AND NON VOTING MEMBERS ARE UMF PRESIDENT AND SECRETARY. THE EXECUTIVE COMMITTEE HAS GENERAL OVERSIGHT OVER ALL QUESTIONS AFFECTING THE POLICY, PROPERTY, STAFF AND GENERAL PURPOSES OF THE FOUNDATION. THE EXECUTIVE COMMITTEE WILL AVOID USURPATION OF DECISION MAKING BY THE BOARD. HOWEVER, DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE EXERCISES THE POWER AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE PROPERTY AND AFFAIRS OF THE FOUNDATION, EXCEPT THE POWER TO ELECT TRUSTEES AND OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | CFOO JAMIE STANTON AND VP BRAD REARDON HAVE A FAMILY RELATIONSHIP. ANDREW DAVIDSON IS A BOARD TRUSTEE AND HE HOLDS A BUSINESS RELATIONSHIP WITH DAVIDSON INVESTMENT ADVISORS, WHERE THE ORGANIZATION HAS A SUBSTANTIAL AMOUNT OF MONEY INVESTED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY MANAGMENT. PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE AUDIT FINANCE COMMITTEE OF THE BOARD AND IS AVAILABLE FOR REVIEW BY THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. INDIVIDUAL TRUSTEES MUST DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE CHAIR OF THE GOVERNANCE COMMITTEE, OR IF THE CONFLICT IS IDENTIFIED DURING A BOARD MEETING THEN TO THE TRUSTEE CHAIRING THE MEETING. AFTER DISCLOSURE OF THE CONFLICT, THE INDIVIDUAL TRUSTEE SHALL RECUSE THEMSELVES FROM DISCUSSIONS AND VOTES ON THAT MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE FOUNDATION'S PRESIDENT/CEO IS REVIEWED ON AN ANNUAL BASIS BY THE TALENT COMMITTEE OF THE BOARD OF TRUSTEES. SALARY SURVEYS ARE REFERENCED BY THE COMMITTEE IN DETERMINING SALARY. A RECOMMENDATION IS THEN MADE TO THE FULL BOARD AND ONCE THAT DECISION IS APPROVED, HR IS PROVIDED THE FINAL DECISION AND UPDATED EMPLOYMENT CONTRACTS ARE DRAFTED. DELIBERATIONS ARE DOCUMENTED WITHIN THE MEETING MINUTES. THIS PROCESS WAS MOST RECENTLY COMPLETED IN 2021. COMPENSATION FOR EXECUTIVE EMPLOYEES AND THE SECRETARY ARE REVIEWED ON AN ANNUAL BASIS BY THE CEO, AND COMPARED TO PEER INSTITUTIONS THROUGH INDEPENDENT SALARY SURVEYS. THIS PROCESS WAS MOST RECENTLY COMPLETED IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY AUDITED FINANCIAL STATEMENTS, AND ANNUAL REPORTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,123,425. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF MONTANA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 CAMPUS DRIVE | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 816001713 | EIN |
| Primary Activities | HIGHER EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |