2017-10-31T15:33:21-05:00 2017-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 748 BUTTE MT 59703 990 2016-07-01 810250363 MONTANA TECH FOUNDATION MONT 4064964615 1300 WEST PARK STREET BUTTE MT 59701 BRAD ARCHIBALD TREASURER 4064964615 2017-10-26 1 JAMES E WOY P00102054 4067820451 2017-10-09 71.92.235.228 2017-10-26 09:06:13 MD P 4D80E79B966B6A20E30C6C4A403C58380E2A96D3 2FC04CC7F2F07ADAD2D749D1555EB86F104E9E54 2016 2021-01-29 14:40:06Z JOE MCCLAFFERTY 1300 WEST PARK STREET BUTTE MT 59701 17720081 0 X WWW.MTECH.EDU/FOUNDATION X 1967 MT ADVANCE THE TEACHING, RESEARCH, AND PUBLIC SERVICE ENDEAVORS OF MONTANA TECH. 35 27 10 0 0 0 6930270 6619081 1 336409 499726 1021462 0 0 7429997 7976952 5024158 4755356 0 0 622380 784480 0 0 1083524 984186 1231721 6630724 6771557 799273 1205395 42588487 47487846 160353 135896 42428134 47351950 X THE MISSION OF THE MONTANA TECH FOUNDATION IS TO ADVANCE THE TEACHING, RESEARCH, AND PUBLIC SERVICE ENDEAVORS OF MONTANA TECH BY GENERATING PRIVATE CONTRIBUTIONS TO SUPPLEMENT THE INSTITUTION'S STATE AND FEDERAL REVENUES FOR CAPITAL, OPERATING, AND STUDENT ASSISTANCE FUNDS. ESTABLISHED IN 1967 UNDER STATE OF MONTANA LAW, THE FOUNDATION IS THE CATALYST AND CONDUIT THROUGH WHICH GIFTS AND ENDOWMENT INCOME FLOW TO PROVIDE IMMEDIATE AND LONG-TERM SUPPORT FOR MONTANA TECH AND ALL OF ITS PROGRAMS. THE FOUNDATION IS A MECHANISM THROUGH WHICH PRIVATE SUPPORT IS RAISED AND MANAGED FOR THE SOLE BENEFIT OF TECH. OVERSEEN BY A BOARD OF DIRECTORS AND STAFFED BY A TEAM OF DEVELOPMENT PROFESSIONALS, THE FOUNDATION ADMINISTERS ALL GIFTS IN A BUSINESS-LIKE MANNER IN ACCORDANCE WITH DONORS' WISHES. 0 0 5019294 4755356 336409 SEEK AND INSTITUTE BENEFITS, CONTRIBUTIONS, GIFTS AND GRANTS TO AID AND ASSIST MONTANA TECH OF THE UNIVERSITY OF MONTANA 5019294 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 32 0 1 10 1 0 0 0 0 0 1 1 0 0 0 1 0 X 35 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DEANNA JOHNSON 4064964278 1300 WEST PARK STREET BUTTE MT 59701 DOUG ABBOTT DIRECTOR 1.00 X 0 128946 20392 DOUG COE DIRECTOR 1.00 X 0 101639 14565 PETE KNUDSEN DIRECTOR 1.00 X 0 121928 26285 RYAN LANCE DIRECTOR 1.00 X 0 0 0 TOM BANDY CHAIRMAN 1.00 X X 0 0 0 DON BLACKKETTER DIRECTOR 1.00 X 0 221075 52735 PAT O'BRIEN VICE CHAIRMAN 1.00 X X 0 0 0 BRAD ARCHIBALD TREASURER 1.00 X X 0 0 0 MIKE CASHELL DIRECTOR 1.00 X 0 0 0 SUNDRA ANDERSON SECRETARY 1.00 X X 0 0 0 NICK DIGIOVINE DIRECTOR 1.00 X 0 0 0 JIM FRASER DIRECTOR 1.00 X 0 0 0 PAUL HLADKY DIRECTOR 1.00 X 0 0 0 DARRELL MCKENNA DIRECTOR 1.00 X 0 0 0 NICK OLDS DIRECTOR 1.00 X 0 0 0 KEN THOLSTROM DIRECTOR 1.00 X 0 0 0 HALEY BEAUDRY DIRECTOR 1.00 X 0 0 0 MARK ERICKSON DIRECTOR 1.00 X 0 0 0 MARY ELLEN LUTEY DIRECTOR 1.00 X 0 0 0 DAN MANSON DIRECTOR 1.00 X 0 0 0 JERRY SCHUYLER DIRECTOR 1.00 X 0 0 0 BEV HARTLINE DIRECTOR 1.00 X 0 115851 19227 KAREN VANDAVEER DIRECTOR 1.00 X 0 101938 23508 MEL BREKHUS DIRECTOR 1.00 X 0 0 0 ERIC JACOBSON DIRECTOR 1.00 X 0 0 0 BRYAN LARSON DIRECTOR 1.00 X 0 0 0 PAT MCCARTHY DIRECTOR 1.00 X 0 0 0 MIKE THATCHER DIRECTOR 1.00 X 0 0 0 CHRISTINE TUTTY JOHNSON DIRECTOR 1.00 X 0 0 0 JOHN GARIC DIRECTOR 1.00 X 0 91661 17685 BRIAN KUKAY DIRECTOR 1.00 X 0 82800 17007 BRIAN ERICKSON DIRECTOR 1.00 X 0 0 0 TERRY HOLZWARTH DIRECTOR 1.00 X 0 0 0 BILL MADISON DIRECTOR 1.00 X 0 0 0 SANDY STASH DIRECTOR 1.00 X 0 0 0 MICHAEL BARTH EXECUTIVE DIRECTOR 40.00 X 96579 0 26500 DEANNA JOHNSON FINANCE DIRECTOR 40.00 X 61932 0 20765 JOE MCCLAFFERTY PRESIDENT 40.00 X 2250 125301 20626 160761 1091139 259295 0 0 1 0 DAYSPRING RESTORATION 107 N PARKMONT BUTTE MT 59701 WATER DAMANGE REMEDIATION AND RESTORATIO 131130 1 6619081 6619081 MISCELLANEOUS PROGRAM 611600 336409 336409 336409 335259 335259 10415705 13627 9743129 0 672576 13627 686203 686203 7976952 336409 0 1021462 4755356 4755356 97790 52415 45375 527230 131700 395530 50691 11841 38850 78585 9611 68974 30184 30184 75288 75288 594872 594872 110553 110553 POSTAGE, SERVICES, SUPP 306872 306872 ENTERTAINMENT 87186 87186 DIRECT COLLEGE SUPPORT 32915 32915 SAFETY CHARLIE PROGRAM 24035 24035 6771557 5019294 668739 1083524 1977498 3292558 1045290 1230120 3052668 1794564 24300 2538255 265595 2396782 2272660 32244821 36868866 1871428 2004778 42588487 47487846 118758 95055 41595 40841 160353 135896 X 2299107 2292580 8052239 11796289 32076788 33263081 42428134 47351950 42588487 47487846 1205395 3718421 0 X 0 1 X 0 0 X 3582218 4097961 8442308 6930270 6574081 29626838 3582218 4097961 8442308 6930270 6574081 29626838 6077788 23549050 370137 416598 318927 365064 335259 1805985 119927 52000 55100 10000 45000 282027 31714850 333289 0.74250 0.83310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 40723802 5123125 4651297 5001733 45496491 41365962 6339041 -865181 6116020 40723802 37448580 7904574 463454 4450646 41365962 32680035 3781545 4672187 3685187 37448580 31607251 3339320 2504269 4770805 32680035 1 0 119655 119655 2306447 211423 2095024 112153 54172 57981 2272660 GIFT ANUITY - DUE TO BENEFICIARIES 40841 40841 11695373 3718421 3718421 7976952 0 7976952 6771557 0 6771557 0 6771557 PART V, LINE 4: THE ORGANIZATION USES ENDOWMENT FUNDS TO GENERATE INCOME FROM INVESTMENTS TO SUPPORT THE COLLEGE. 1 MONTANA TECH OF THE UNIVERSITY OF MONTANA 1300 WEST PARK STREET BUTTE MT 59701 816001654 501(C)(1) 4755356 STUDENT SCHOLARSHIPS, PROFESSORSHIP SUPPLEMENTS AND PROGRAM DISTRIBUTIONS PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS NEED TO BE FULL-TIME STUDENTS OF MONTANA TECH OF THE UNIVERSITY OF MONTANA. SALARY SUPPLEMENTS ARE FOR PROFESSORSHIP OR RESEARCH DONE BY PERSONS ASSOCIATED WITH THE ORGANIZATION. X X 0 0 0 0 0 0 0 0 0 0 0 DON BLACKKETTER DIRECTOR 0 221075 0 0 0 0 0 0 0 52735 0 273810 0 0 X 18 332602 FMV ON DATE OF GIFT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IT IS MONTANA TECH FOUNDATION'S POLICY THAT THE BOARD OF DIRECTORS REVIEW THE IRS FORM 990 FILED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILED WITH THE IRS. THE MEANS OF DELIVERY SHALL BE VIA EMAIL TO EACH DIRECTOR'S EMAIL ADDRESS, ALLOWING FOR A TEN-DAY WINDOW FOR REVIEW BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AND DATE THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR TERM OF SERVICE AND EACH YEAR THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION IS AS FOLLOWS: THE PRESIDENT IS AN EMPLOYEE OF THE MONTANA TECH OF THE UNIVERSITY OF MONTANA. COMPENSATION AND BENEFITS ARE DETERMINED BY THE BOARD OF REGENTS OF THE STATE OF MONTANA. THE BOARD OF THE FOUNDATION DETERMINES AND APPROVES THE PERCENTAGE OF THE PRESIDENT'S WAGE TO REIMBURSE MONTANA TECH OF THE UNIVERSITY OF MONTANA. PERIODICALLY THE BOARD WILL AWARD THE PRESIDENT WITH A PERFORMANCE BONUS. THE PRESIDENT SETS COMPENSATION FOR ALL OTHER FOUNDATION MANAGEMENT AND EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. MONTANA TECH OF THE UNIVERSITY OF MONTANA 1300 WEST PARK STREET BUTTE MT 59701 816001654 UNIVERSITY MT 501(C)(1) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 MONTANA TECH OF THE UNIVERSITY OF MONTANA O 119128 MONTANA TECH OF THE UNIVERSITY OF MONTANA R 4755356 MONTANA TECH OF THE UNIVERSITY OF MONTANA N