2019-05-02T07:03:00-07:00 2018-06-30 990 2017-07-01 810362989 The University of Montana Foundation UNIV 4062432593 950 Arthur Avenue Missoula MT 59801 Jamie Stanton CFOO 2019-05-02 2017 2019-02-21 02:37:17Z 86514446 false false X www.supportum.org X 1950 MT To inspire philanthropic support to enhance excellence and opportunity at the University of Montana. 28 28 76 121 0 -315213 62182915 30934144 550000 550000 6930680 7615927 7200410 2592556 76864005 41692627 17373224 24020791 0 4854290 4297594 325920 383906 2323428 5580019 19740963 28133453 48443254 48730552 -6750627 305597863 301781851 42035710 40952483 263562153 260829368 To inspire philanthropic support to enhance excellence and opportunity at the University of Montana. false false 24328973 8760459 To provide support for The University of Montana's capital projects. 12434425 10076139 To provide academic and institutional support for The University of Montana's programs and projects. 5199442 5184193 To provide scholarships and awards to the University of Montana students. 41962840 true true false true false false false false true true true true false false true false true false false false true false false true true true false true false true false false false false false false false false false false false true true false false false true false false false true 145 0 true 76 true false false true OC false false true true true true false 0 false false false false false false false false false false X 28 28 false false false false false false false true true false false true true true true true true true true false CA KY MA MD MI MN NH NJ NY OR PA SC UT WV X Jamie Stanton 4062432593 950 Arthur Avenue Missoula MT 59801 James Doug Trustee 0.00 0.00 X 0 0 0 Olson Mary Chairman 0.00 0.00 X 0 0 0 Dahl Bobbi Trustee 0.00 0.00 X 0 0 0 Auger James Trustee 0.00 0.00 X 0 0 0 Baldridge Julie Trustee 0.00 0.00 X 0 0 0 Bartlett Edward Trustee 0.00 0.00 X 0 0 0 Beecher William Trustee 0.00 0.00 X 0 0 0 Boone Ann Trustee 0.00 0.00 X 0 0 0 Bridges Dorothy Trustee 0.00 0.00 X 0 0 0 Buchanan Sheila Trustee 0.00 0.00 X 0 0 0 Markovich Dale Trustee 0.00 0.00 X 0 0 0 Campbell Sharilyn Treasurer 0.00 0.00 X 0 0 0 Whittinghill Joseph Trustee 0.00 0.00 X 0 0 0 Murray Jim Trustee 0.00 0.00 X 0 0 0 Rowe Bob Trustee 0.00 0.00 X 0 0 0 Levitan Matt Trustee 0.00 0.00 X 0 0 0 Goudge Andrea Trustee 0.00 0.00 X 0 0 0 Franke Paige Trustee 0.00 0.00 X 0 0 0 Harkins Robert Trustee 0.00 0.00 X 0 0 0 Clapp Mack Trustee 0.00 0.00 X 0 0 0 Crocker Bruce Trustee 0.00 0.00 X 0 0 0 Lambros George Trustee 0.00 0.00 X 0 0 0 Lewis Harley Trustee 0.00 0.00 X 0 0 0 Mariska James Trustee 0.00 0.00 X 0 0 0 Reger James Trustee 0.00 0.00 X 0 0 0 Schwanke Dale Trustee 0.00 0.00 X 0 0 0 Mercer William Trustee 0.00 0.00 X 0 0 0 Mountain James Trustee 0.00 0.00 X 0 0 0 Seidl Mick Trustee 0.00 0.00 X 0 0 0 Ogren Kathryn Trustee 0.00 0.00 X 0 0 0 Peterson Suzanne Vice Chairman 0.00 0.00 X 0 0 0 Haack Paul Trustee 0.00 0.00 X 0 0 0 Roth Richard Trustee 0.00 0.00 X 0 0 0 Sauter Jeremy Trustee 0.00 0.00 X 0 0 0 Knick Bill Trustee 0.00 0.00 X 0 0 0 CalnanEllen Secretary 50.00 0.00 X 59149 0 19522 Giese Shane President & CEO 50.00 0.00 X 187791 0 6280 Williams Cynthia President & CEO 50.00 0.00 X 199350 0 40508 Stanton Jamie CFOO 50.00 0.00 X 131098 0 33002 Ware Colin Sr. Regional Devel 50.00 0.00 X 100949 0 23863 Gant David VP Planned Giving 50.00 0.00 X 115327 0 24047 793664 147222 5 false true false Jackson Contractor Group Inc PO Box 967 Missoula MT 59806 Contractor 9407817 Ruffalo Noel Levitz PO BOX 718 Des Moines IA 50303 Phonathon 284515 2 523117 94968 30316059 9539424 30934144 Contract Agreement UM 900099 550000 550000 550000 3966460 3966460 0 0 0 46925825 1504848 42432146 2349060 4493679 -844212 3649467 3649467 36123 94968 39480 -3357 16447 1133 15314 15314 0 Admin Fee Revenue 845834 845834 Misc Revenue 1734765 1734765 2580599 41692627 6245380 4516460 24020791 24020791 0 0 0 512739 382363 130376 0 2818790 1578382 1240408 259292 151526 107766 447446 298701 148745 259327 150029 109298 0 53061 2592 49122 1347 56905 56905 0 383906 383906 467038 255156 211882 825320 588418 236902 65079 51393 12786 900 1132127 856999 216411 58717 191209 25245 165669 295 0 254557 8228 246329 321033 174377 49135 97521 0 74324 12581 57256 4487 0 0 64770 64770 21004 1844 19160 Capital Projects 15568514 15568514 Entertainment 398282 238799 132634 26849 Other Expense 207073 149581 44804 12688 Recruitment 40667 8322 32220 125 0 48443254 41962840 4156986 2323428 500 0 23170533 20097127 41464334 39890701 0 0 0 271047 249349 0 31401 62817 552098 154460 13526342 397638 136272717 143874287 81018846 87245747 0 0 9842143 9964185 305597863 301781851 2993326 2335228 22067548 21727223 16974836 16890032 42035710 40952483 X 5723178 4841213 98901977 88339730 158936998 167648425 263562153 260829368 305597863 301781851 X -6750627 4844337 -826495 X false true X true false X 25258980 39011761 23522071 62065475 31362293 181220580 0 0 25258980 39011761 23522071 62065475 31362293 181220580 3856957 177363623 3185007 3192277 3229303 3425420 3966460 16998467 0 1242350 1496375 1001890 7253556 2633169 13627340 211846387 0.83720 0.83470 X false false 6440 6440 48436814 48443254 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 16624 5066 9902 6440 38032 250000 250000 250000 250000 1000000 1500000 false true X 186284907 11543162 12489560 3151585 3320933 3887904 199957207 167307410 10312916 18999186 3605087 3030227 3699291 186284907 172756141 9101087 -5064951 2986197 2908990 3589681 167307409 176935236 4747506 200111 2835673 3215804 3075235 172756141 147538237 12699042 24552057 2276081 3505569 2072450 176935236 0.04000 0.88000 0.08000 true false false 25000 25000 144829 13099 131730 382269 141361 240908 397638 87245747 Liabilities to External Beneficiaries 16890032 16890032 46238293 4844337 -339284 4505053 41733240 -40613 -40613 41692627 48126866 -316388 -316388 48443254 48443254 Part IV, Line 2b: Explanation of escrow account liability 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. Central America and the Caribb 0 0 Investments N/A 33789888 Europe 0 0 Investments N/A 2547393 36337281 36337281 true false false false true false X X X X X X true Ruffalo Noel Levitz PO BOX 718 Des Moines IA 50303 Phonathon and Direct Mail false 330491 264200 66291 Brock Consulting LLC 502 Canyon Gate Drive Missoula MT 59803 Gift Solicitati false 1255100 72000 1183100 Perrone Group 140 Wood Road Suite 201 Braintree MA 02184 Direct Mailing false 311122 47706 263416 false 1896713 383906 1512807 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV Art Benefit - Odyssey 52735 50365 2370 10387 Writer Opus - Auction Night 46774 35870 10904 4242 861 3 31582 8733 22849 160 3192 20638 131091 94968 36123 160 7434 31886 39480 -3357 false false 16447 1133 false 16447 1133 1133 15314 false Gaming activities are performed under gaming licenses held by the Restaurants/Bars where the gaming activity is occuring. false false false 1.00000 Lydia Ludwig 950 Arthur Avenue Missoula MT 59812 false false Part I, Line 2b - Fundraiser Additional Information All three Fundraising entities bill us directly for additional expense occurred. true The University of Montana 32 Campus Drive Missoula MT 59812 816001713 10076139 0 Academic & Institutional Support The University of Montana 32 Campus Drive Missoula MT 59812 816001713 5184193 0 Student Scholarship and Awards The University of Montana 32 Campus Drive Missoula MT 59812 816001713 8760459 0 Support UofM's Capital Projects 0 3 X X X X true false false false false false false false false false Giese Shane President & CEO 187791 4172 2108 194071 Stanton Jamie CFOO 130348 750 15419 17583 164100 Williams Cynthia President & CEO 192683 6667 23103 17405 239858 X 20 53510 FMV X 92 FMV X 118 9237911 FMV X 1 35850 FMV X 11 6673 FMV X Auction items 34 14052 FMV X Alcohol 4 6829 FMV X Bicycle 1 1200 FMV X Cigar Membershi 1 1950 FMV X Club Seating 3 14446 FMV X Equipment 11 91954 FMV X Furniture 2 31742 FMV X Golfing - 4 1 1080 FMV X Lodging 2 3223 FMV X Piano's 2 36000 FMV X Supplies 2 2912 FMV 5 false true false Form 990, Part VI, Line 11b: Form 990 Review Process The form 990 is reviewed by the Audit Finance Committee of the Board, and is available for review by the entire board prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each year Trustees are required to sign a conflict of interest statement. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Compensation for the Foundation's President/CEO is reviewed on an annual basis by the Performance Committee of the Board of Trustees. Salary surveys are referenced by the committee in determining his salary. 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. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available 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. Other Changes In Net Assets Or Fund Balances - Other Decreases Change in Liability to Beneficiaries = -$826495 David Gant - VP Planned Giving & Regional Programs Current Address:P.O. Box 1667Boone, NC 28607 Shane Giese - CEO & President Current Address:420 SE Crestview StreetPullman, WA 99163-2213 The University of Montana 32 Campus Drive Missoula MT 59812 816001713 Higher Education MT 115(1) NA false false true false false false false false false false false true true false false false true true false false The University of Montana b 24020791 The University of Montana k 239804 The University of Montana l 550000 The University of Montana p 153208 The University of Montana q 56370