2017-04-27T08:47:21-07:00 2016-06-30 990 2015-07-01 810362989 The University of Montana Foundation UNIV 4062432593 950 Arthur Avenue Missoula MT 59801 Jamie Stanton CFO 2017-04-27 2015 2021-01-29 14:40:06Z 50351952 false false X www.supportum.org X 1950 MT The mission of the University of Montana Foundation is to ensure The University of Montana's excellence, access, and affordability through a public/private funding partnership. 35 35 104 107 0 -172750 39102915 23659724 500000 550000 3809588 6093073 3130304 1332583 46542807 31635380 16879672 15596306 0 4102824 4570448 98359 288569 2783274 5851913 6514370 26932768 26969693 19610039 4665687 249263574 240208650 39674071 37655701 209589503 202552949 The mission of the University of Montana Foundation is to ensure The University of Montana's excellence, access, and affordability through a public/private funding partnership. false false 9597185 6884269 To provide academic and institutional support for The University of Montana's programs, and projects. 5263299 5224750 To provide Scholarship and awards to the University of Montana students. 5167376 3487287 To provide support for The University of Montana's capital projects. 20027860 true true false true false true 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 false true 124 0 true 104 true false false true OC false false true true true true true 1 false false false false false false false false false false X 35 35 false false false false false false false true true false false true true true true true true true true false AK AZ CA FL IL KY MD ME MI MN NH NJ NY OH OR PA SC UT WA WI X X Jamie Stanton 4062432593 950 Arthur Avenue Missoula MT 59801 Whittinghill Joseph Chairman 0.00 0.00 X 0 0 0 Olson Mary Vice Chairman 0.00 0.00 X 0 0 0 Klein Doug Treasurer 0.00 0.00 X 0 0 0 Munro Mark Legal Counsel 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 Burnham Mark Trustee 0.00 0.00 X 0 0 0 Campbell Sharilyn Trustee 0.00 0.00 X 0 0 0 Clapp Mack Trustee 0.00 0.00 X 0 0 0 Cole Mark Trustee 0.00 0.00 X 0 0 0 Crocker Bruce Trustee 0.00 0.00 X 0 0 0 Dailey Richard Trustee 0.00 0.00 X 0 0 0 Goudge Andrea Trustee 0.00 0.00 X 0 0 0 Haack Paul Trustee 0.00 0.00 X 0 0 0 Harkins Robert Trustee 0.00 0.00 X 0 0 0 Iten Jane Trustee 0.00 0.00 X 0 0 0 Kracher - Dykstra Karen 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 McDonough Michael Trustee 0.00 0.00 X 0 0 0 McHugh Tim 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 O'Leary Tim Trustee 0.00 0.00 X 0 0 0 Ogren Kathryn Trustee 0.00 0.00 X 0 0 0 Peterson Suzanne Trustee 0.00 0.00 X 0 0 0 Reger James 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 Schwanke Dale Trustee 0.00 0.00 X 0 0 0 Seidl Mick Trustee 0.00 0.00 X 0 0 0 Thomas Paul Trustee 0.00 0.00 X 0 0 0 Washut Leon Trustee 0.00 0.00 X 0 0 0 Knick Bill Trustee 0.00 0.00 X 0 0 0 Sheldon Michael Trustee 0.00 0.00 X 0 0 0 Thorpe Alice Trustee 0.00 0.00 X 0 0 0 CalnanEllen Secretary 50.00 0.00 X 59970 0 17554 GieseShane President & CEO 50.00 0.00 X 259055 0 39020 Stanton Jamie CFO 50.00 0.00 X 94460 0 26740 Art Held VP of Develop. Ser 50.00 0.00 X 106415 0 27903 Cynthia Williams VP of Develp 50.00 0.00 X 139306 0 26978 Melissa Wilson Asst VP Marketing 50.00 0.00 X 100495 0 14211 David Gant VP Planned Giving 50.00 0.00 X 118848 0 23894 878549 176300 5 false true false JACKSON CONTRACTOR GROUP INC PO Box 967 Missoula MT 59806 Contractor 1312995 CTA ARCHITECTS 219 2nd Ave South Great Falls MT 59405 Architects 729537 KNIFE RIVER 4800 Wilkie Rd Missoula MT 59808 Concrete 622807 CARL CONSTRUCTION INC 6250 KESTREL CT Missoula MT 59808 Construction 107210 RUFFALO NOEL LEVITZ PO BOX 718 Des Moines IA 50303 Phonathon 102821 5 183677 137653 23338394 5379082 23659724 Contract Agreement UM 900099 550000 550000 550000 3229303 3229303 0 0 0 21501671 18637901 2863770 2863770 2863770 79981 137653 68359 11622 20688 10312 10376 10376 0 Admin Fee Revenue 499476 499476 Misc Revenue 811109 811109 1310585 31635380 7414034 550000 15596306 15596306 0 0 0 503784 352083 151701 0 3002746 1553378 1449368 286205 144603 141602 513467 292984 220483 264246 142472 121774 0 33483 27775 5708 43900 43900 0 288569 288569 388780 275964 112816 1046012 814829 183236 47947 70316 32036 27219 11061 2777838 2500883 177891 99064 170596 33460 137136 0 181602 9020 172582 449997 220745 62947 166305 0 54268 17955 24256 12057 7143 7143 0 20873 20873 26068 4308 21760 Uncollectible Pledges 510838 510838 Entertainment 381586 229466 105019 47101 Other Expense 287577 235174 32210 20193 Recruitment 63493 50571 12581 341 0 26969693 20027860 4158559 2783274 500 500 18569460 16257835 14331293 14011054 0 0 0 236145 247806 0 38589 24585 5074454 1436317 3619752 3638137 139062950 131162964 71710409 73429460 0 0 1694476 1436309 249263574 240208650 1618146 767039 125850 22403599 20895717 15526476 15992945 39674071 37655701 X 8105171 7728299 77899642 63445773 123584690 131378877 209589503 202552949 249263574 240208650 X 4665687 -9644969 -2057272 X false true X true false X 14147731 12593149 25258980 39011761 23522071 114533692 0 0 14147731 12593149 25258980 39011761 23522071 114533692 3566036 110967656 2886208 3079608 3185007 3192277 3229303 15572403 0 1656056 1223221 1242350 1496375 1001890 6619892 136725987 0.81160 0.78280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 5066 5066 26964627 26969693 1000000 250000 false 958447 1000000 1000000 1000000 3958447 5937671 13521 7252 16624 5066 42463 239612 250000 250000 250000 989612 1484418 14 269325 297898 2753899 true true false true X 172756141 9101087 -5064951 2986197 2908990 3589681 167307409 176935236 4747506 200111 2835673 3215804 3075235 172756141 147538237 12699042 24552057 2276081 3505569 2072450 176935236 133007945 4905590 16322772 1747566 2530829 2419674 147538237 136304529 5660476 -2827128 1662491 2037354 2430087 133007945 0.04000 0.89000 0.07000 true false false 990109 990109 3598160 1271160 2327000 32788 32788 453397 165157 288240 3638137 73429460 Liabilities to External Beneficiaries 15992945 15992945 22069082 -9644969 -9644969 31714051 -78671 -78671 31635380 29105636 2135943 2135943 26969693 26969693 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. Part XII, Line 2d: Other expenses and losses per audited F/S Payment to Beneficiaries $2057272 Fundraising and Gaming Direct Expenses $78671 Central America and the Caribb 0 0 Investments N/A 30366958 Europe 0 0 Investments N/A 3025589 33392547 33392547 false false false false false false X X X X X X true Ruffalo Noel Levitz PO BOX 718 Des Moines IA 50303 Phonathon and Direct Mail false 690082 278569 411513 Melanie Brock 2476 Briggs Missoula MT 59803 Gift Solicitati false 200000 10000 190000 false 890082 288569 601513 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WI WV WY Roundball/Auction & Golf 101931 40000 61931 1040 2010 45754 Art Benefit - Odyssey 57950 55895 2055 4 57753 41758 15995 5390 14165 217634 137653 79981 1040 7400 59919 68359 11622 false false 20688 7250 1252 false 20688 7250 1252 8502 12186 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 true The University of Montana 32 Campus Drive Missoula MT 59812 816001713 3487287 0 Support UofM's Capital Projects The University of Montana 32 Campus Drive Missoula MT 59812 816001713 5224750 0 Student Scholarship and Awards The University of Montana 32 Campus Drive Missoula MT 59812 816001713 6884269 0 Academic & Institutional Support 0 3 X false true X X X X false false false false false false false false false false Cynthia Williams VP of Develp 139306 15909 11069 166284 GieseShane President & CEO 246342 10000 2713 28376 10644 298075 Part I, Line 1a: Relevant information in regards to selections on 1a. Part I, Line 1b: Reason for not following policy regarding payment provisions for expenses Companion travel included as an additional benefit per employment contract. X 17 187183 FMV X 28001 FMV X 6167 FMV X 97 4959871 FMV X 4 2804 FMV Auction Items 17 9631 FMV Alcohol 3 1445 FMV Equipment 10 149530 FMV Furniture 1 400 FMV Lodging 2 2959 FMV Supplies 12 6054 FMV Software 1 1125 FMV Canyon Club 1 3904 FMV Signs 1 845 FMV Golf Bag 1 150 FMV Jewelry_Statues 9 2850 FMV Doll 1 125 FMV Grand Piano 1 10850 FMV Tempur Pillows 1 368 FMV Gift Baskets 1 320 FMV Sheet Music 1 4500 FMV 8 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 Payments to beneficiaries = -$2057272 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 15596306 The University of Montana k 172582 The University of Montana l 550000 The University of Montana p 172897 The University of Montana q 59701