UNIVERSITY OF MONTANA FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MONTANA FOUNDATION (EIN 81-0362989)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-06
- IRS object ID
- 201640979349300704
- Schema version
- 2014v6.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-06T07:05:00-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | 4062432593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Connell Avenue | AddressLine1Txt |
| City | Missoula | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59812 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jamie Stanton | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2016-04-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,349,615 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| 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 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 118 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$426,700 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,358,442 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,102,915 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $500,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $500,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,060,631 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,809,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,561,587 | PYOtherRevenueAmt |
| CY Other Revenue | $3,130,304 | CYOtherRevenueAmt |
| PY Total Revenue | $34,480,660 | PYTotalRevenueAmt |
| CY Total Revenue | $46,542,807 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,243,278 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,879,672 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,785,371 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,102,824 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $98,359 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,752,865 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,019,962 | PYOtherExpensesAmt |
| CY Other Expenses | $5,851,913 | CYOtherExpensesAmt |
| PY Total Expenses | $18,048,611 | PYTotalExpensesAmt |
| CY Total Expenses | $26,932,768 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,432,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,610,039 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $221,910,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $249,263,574 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,833,712 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,674,071 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $194,076,862 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $209,589,503 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,054,397 | ExpenseAmt |
| Grant | $7,117,842 | GrantAmt |
| Desc | 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 | $5,922,738 | ExpenseAmt |
| Grant | $4,759,748 | GrantAmt |
| Desc | To provide support for The University of Montana's capital projects. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,020,747 | ExpenseAmt |
| Grant | $5,002,082 | GrantAmt |
| Desc | To provide Scholarship and awards to the University of Montana students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,997,882 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 118 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | OC | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | ME | 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 | OH | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jamie Stanton | PersonNm |
| Phone | 4062432593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Connell Avenue | AddressLine1Txt |
| City | Missoula | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59812 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Joseph Whittinghill | |||||||||
| Chairman | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Olson | |||||||||
| Vice Chairman | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Doug Klein | |||||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gary Chumrau | |||||||||
| Legal Counsel | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Auger James | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Baldridge Julie | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bartlett Edward | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Beecher William | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Boone Ann | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bridges Dorothy | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Buchanan Sheila | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Burnham Mark | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Campbell Sharilyn | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Clapp Mack | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cole Mark | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Crawford Craig | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Crocker Bruce | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dailey Richard | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Goudge Andrea | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Haack Paul | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Harkins Robert | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Iten Jane | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kracher - Dykstra Karen | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lambros George | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lewis Harley | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mariska James | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| McDonough Michael | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| McHugh Tim | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mercer William | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mountain James | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| O'Leary Tim | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ogren Kathryn | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Peterson Suzanne | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Reger James | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Roth Richard | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sauter Jeremy | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Schwanke Dale | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Seidl Mick | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Paul | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Washut Leon | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cote Jim | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Maurer Steven | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Russell Jack | |||||||||
| Trustee | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen Calnan | |||||||||
| Secretary | 50.00 | 0.00 | $58,036 | $0 | $15,988 | Yes (X) | |||
| GieseShane | |||||||||
| President & CEO | 50.00 | 0.00 | $237,771 | $0 | $35,619 | Yes (X) | |||
| Stanton Jamie | |||||||||
| CFO | 50.00 | 0.00 | $81,115 | $0 | $16,749 | Yes (X) | |||
| Art Held | |||||||||
| VP of Develop. Ser | 50.00 | 0.00 | $105,876 | $0 | $19,487 | Yes (X) | |||
| Cynthia Williams | |||||||||
| VP of Develp | 50.00 | 0.00 | $129,395 | $0 | $22,524 | Yes (X) | |||
| Ric Thomas | |||||||||
| VP Campaign & Principal Gifts | 50.00 | 0.00 | $144,816 | $0 | $25,528 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $757,009 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $135,895 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $253,576 | MembershipDuesAmt |
| Fundraising | $112,117 | FundraisingAmt |
| All Other Contributions | $38,737,222 | AllOtherContributionsAmt |
| Noncash Contributions | $6,549,147 | NoncashContributionsAmt |
| Total Contributions | $39,102,915 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contract Agreement UM | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $500,000 | TotalRevenueColumnAmt |
| Exclusion | $500,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $500,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,192,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,192,277 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,369,061 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,751,750 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $617,311 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $617,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $617,311 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,784 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $112,117 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $44,044 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,260 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $46,154 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $11,014 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,140 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,177 | RelatedOrExemptFuncIncomeAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Admin Fee Revenue | $511,233 | $511,233 |
| Misc Revenue | $2,591,191 | $2,591,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,102,424 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,542,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,926,189 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $500,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,879,672 | TotalAmt |
| Program Services | $16,879,672 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,070 | TotalAmt |
| Management And General | $334,095 | ManagementAndGeneralAmt |
| Fundraising | $139,975 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,759,943 | TotalAmt |
| Management And General | $1,373,255 | ManagementAndGeneralAmt |
| Fundraising | $1,386,688 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,735 | TotalAmt |
| Management And General | $123,523 | ManagementAndGeneralAmt |
| Fundraising | $118,212 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,115 | TotalAmt |
| Management And General | $212,295 | ManagementAndGeneralAmt |
| Fundraising | $165,820 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,961 | TotalAmt |
| Management And General | $138,729 | ManagementAndGeneralAmt |
| Fundraising | $110,232 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,517 | TotalAmt |
| Management And General | $71,168 | ManagementAndGeneralAmt |
| Fundraising | $29,349 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,300 | TotalAmt |
| Management And General | $47,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,359 | TotalAmt |
| Fundraising | $98,359 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,711 | TotalAmt |
| Management And General | $112,711 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,666 | TotalAmt |
| Program Services | $435,665 | ProgramServicesAmt |
| Management And General | $193,201 | ManagementAndGeneralAmt |
| Fundraising | $233,800 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,077 | TotalAmt |
| Program Services | $57,503 | ProgramServicesAmt |
| Management And General | $2,026 | ManagementAndGeneralAmt |
| Fundraising | $61,548 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,045,032 | TotalAmt |
| Program Services | $2,780,391 | ProgramServicesAmt |
| Management And General | $104,310 | ManagementAndGeneralAmt |
| Fundraising | $160,331 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,022 | TotalAmt |
| Program Services | $15,024 | ProgramServicesAmt |
| Management And General | $110,023 | ManagementAndGeneralAmt |
| Fundraising | $4,975 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,228 | TotalAmt |
| Program Services | $3,746 | ProgramServicesAmt |
| Management And General | $146,232 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,274 | TotalAmt |
| Program Services | $283,918 | ProgramServicesAmt |
| Management And General | $30,744 | ManagementAndGeneralAmt |
| Fundraising | $110,612 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,011 | TotalAmt |
| Program Services | $32,390 | ProgramServicesAmt |
| Management And General | $5,259 | ManagementAndGeneralAmt |
| Fundraising | $8,362 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134 | TotalAmt |
| Management And General | $134 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,481 | TotalAmt |
| Management And General | $9,481 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,828 | TotalAmt |
| Program Services | $1,821 | ProgramServicesAmt |
| Management And General | $19,007 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Entertainment | $485,507 | $324,140 | $48,023 | $113,344 |
| Other Expense | $206,334 | $177,476 | $18,624 | $10,234 |
| Uncollectible Pledges | $71,697 | $2 | $71,695 | |
| Recruitment | $17,094 | $6,134 | $10,186 | $774 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,932,768 | TotalAmt |
| Program Services | $20,997,882 | ProgramServicesAmt |
| Management And General | $3,182,021 | ManagementAndGeneralAmt |
| Fundraising | $2,752,865 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,310,159 | BOYAmt |
| EOY | $18,569,460 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,656,281 | BOYAmt |
| EOY | $14,331,293 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,265 | BOYAmt |
| EOY | $236,145 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,389 | BOYAmt |
| EOY | $38,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,185,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,566,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,578,876 | BOYAmt |
| EOY | $3,619,752 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,976,613 | BOYAmt |
| EOY | $139,062,950 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,231,558 | BOYAmt |
| EOY | $71,710,409 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,933 | BOYAmt |
| EOY | $1,694,476 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,910,574 | BOYAmt |
| EOY | $249,263,574 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,323 | BOYAmt |
| EOY | $1,618,146 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,850 | BOYAmt |
| EOY | $125,850 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,431,055 | BOYAmt |
| EOY | $22,403,599 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,484 | BOYAmt |
| EOY | $15,526,476 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,833,712 | BOYAmt |
| EOY | $39,674,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,535,880 | BOYAmt |
| EOY | $8,105,171 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,131,217 | BOYAmt |
| EOY | $77,899,642 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,409,765 | BOYAmt |
| EOY | $123,584,690 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,076,862 | BOYAmt |
| EOY | $209,589,503 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,910,574 | BOYAmt |
| EOY | $249,263,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,610,039 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,029,448 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,067,950 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $8,977,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,147,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,593,149 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,258,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,011,761 | CurrentTaxYearAmt |
| Total | $99,988,784 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,977,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,147,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,593,149 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,258,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,011,761 | CurrentTaxYearAmt |
| Total | $99,988,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,136,948 | SubstantialContributorsTotAmt |
| Public Support Total170 | $95,851,836 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,014,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,886,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,079,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,185,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,192,277 | CurrentTaxYearAmt |
| Total | $15,358,040 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,488,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,656,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,223,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,242,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,496,375 | CurrentTaxYearAmt |
| Total | $7,106,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $122,453,222 | TotalSupportAmt |
| Public Support CY170 | 0.78280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,624 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,624 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,937,765 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,954,389 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $862,580 | CurrentYearMinus3Amt |
| Current Year Minus2 | $958,447 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,821,027 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,731,541 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,255 | CurrentYearMinus3Amt |
| Current Year Minus2 | $13,521 | CurrentYearMinus2Amt |
| Current Year Minus1 | $7,252 | CurrentYearMinus1Amt |
| Current Year | $16,624 | CurrentYearAmt |
| Total | $42,652 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $215,645 | CurrentYearMinus3Amt |
| Current Year Minus2 | $239,612 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $955,257 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,432,886 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 14 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $1,451,927 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $456,087 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $2,945,704 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,935,236 | BeginningYearBalanceAmt |
| Contributions | $4,747,506 | ContributionsAmt |
| Investment Earnings Or Losses | $200,111 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,835,673 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,215,804 | OtherExpendituresAmt |
| Administrative Expenses | $3,075,235 | AdministrativeExpensesAmt |
| End Year Balance | $172,756,141 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,538,237 | BeginningYearBalanceAmt |
| Contributions | $12,699,042 | ContributionsAmt |
| Investment Earnings Or Losses | $24,552,057 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,276,081 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,505,569 | OtherExpendituresAmt |
| Administrative Expenses | $2,072,450 | AdministrativeExpensesAmt |
| End Year Balance | $176,935,236 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,007,945 | BeginningYearBalanceAmt |
| Contributions | $4,905,590 | ContributionsAmt |
| Investment Earnings Or Losses | $16,322,772 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,747,566 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,530,829 | OtherExpendituresAmt |
| Administrative Expenses | $2,419,674 | AdministrativeExpensesAmt |
| End Year Balance | $147,538,237 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,304,529 | BeginningYearBalanceAmt |
| Contributions | $5,660,476 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,827,128 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,662,491 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,037,354 | OtherExpendituresAmt |
| Administrative Expenses | $2,430,087 | AdministrativeExpensesAmt |
| End Year Balance | $133,007,945 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,176,510 | BeginningYearBalanceAmt |
| Contributions | $2,376,573 | ContributionsAmt |
| Investment Earnings Or Losses | $25,790,168 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,769,844 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,944,267 | OtherExpendituresAmt |
| Administrative Expenses | $2,324,611 | AdministrativeExpensesAmt |
| End Year Balance | $136,304,529 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $990,109 | InvestmentCostOrOtherBasisAmt |
| Book Value | $990,109 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,852,000 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,271,160 | DepreciationAmt |
| Book Value | $2,580,840 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,823 | InvestmentCostOrOtherBasisAmt |
| Book Value | $9,823 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $334,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $295,040 | DepreciationAmt |
| Book Value | $38,980 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,619,752 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $71,710,409 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Liabilities to External Beneficiaries | Desc |
| Amt | $15,526,476 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,526,476 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $43,568,417 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,029,448 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,029,448 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,597,865 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$55,058 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$55,058 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,542,807 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,055,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,123,008 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,123,008 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,932,768 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $26,932,768 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $1067950 Fundraising and Gaming Direct Expenses $55058 |
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 Caribb | 0 | 0 | Investments | N/A | $25,781,866 |
| Europe | 0 | 0 | Investments | N/A | $2,997,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $28,779,265 | SubtotalSpentAmt |
| Total Spent | $28,779,265 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Gross ReceiptsGrossReceiptsAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Melanie Brock | ||||||||
| 2476 Briggs Str | Missoula | MT | 59803 | Gift Solicitati | false | $56,074 | ||
| Ratzlaff Consul | ||||||||
| PO Box 2917 | Columbia F | MT | 59912 | Gift Solicitati | false | $42,285 | $166,420 | $124,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $166,420 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $98,359 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $124,135 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | 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 | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | 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 | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Art Benefit - Odyssey | Event1Nm |
| Gross Receipts Event1 | $61,010 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $58,940 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,070 | GrossRevenueEvent1Amt |
| Event2 | Roundball/Auction & Golf | Event2Nm |
| Gross Receipts Event2 | $44,930 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,306 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,624 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,030 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $8,347 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,961 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $30,871 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $12,090 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $350 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $4,933 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $21,384 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $148,901 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $112,117 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,784 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $350 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,030 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,933 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,731 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,044 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,260 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $46,154 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $7,300 | CashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $1,500 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $2,214 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $46,154 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $7,300 | CashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $1,500 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $2,214 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $11,014 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $35,140 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | false | LicensedInd |
| Explanation If No | Gaming activities are performed under gaming licenses held by the Restaurants/Bars where the gaming activity is occuring. | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | Lydia Ludwig | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Connell | AddressLine1Txt |
| City | Missoula | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| The University of Montana | |||||||
| 32 Campus Drive | Missoula | MT | 59812 | 816001713 | $4,759,749 | $0 | Support UofM's Capital Projects |
| The University of Montana | |||||||
| 32 Campus Drive | Missoula | MT | 59812 | 816001713 | $5,002,082 | $0 | Student Scholarship and Awards |
| The University of Montana | |||||||
| 32 Campus Drive | Missoula | MT | 59812 | 816001713 | $7,117,842 | $0 | Academic & Institutional Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Cynthia Williams | |||||
| VP of Develp | $128,395 | $1,000 | $14,433 | $8,091 | $151,919 |
| GieseShane | |||||
| President & CEO | $227,771 | $10,000 | $26,148 | $9,471 | $273,390 |
| Ric Thomas | |||||
| VP Campaign & Principal Gifts | $143,816 | $1,000 | $15,875 | $9,653 | $170,344 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | Companion travel is added to taxable wages as appropriate. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $106,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 89 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,923,705 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $655 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (10 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Advertising | 2 | $6,621 | FMV |
| Yes (X) | Alcohol | 1 | $3,929 | FMV |
| Yes (X) | Equipment | 11 | $401,876 | FMV |
| Yes (X) | Lodging | 1 | $1,500 | FMV |
| Yes (X) | Printing | 14 | $18,760 | FMV |
| Yes (X) | Supplies | 3 | $440 | FMV |
| Yes (X) | Horse | 1 | $1,600 | FMV |
| Yes (X) | Windchime | 1 | $26 | FMV |
| Yes (X) | Appletree | 1 | $35 | FMV |
| Yes (X) | Piano | 1 | $75,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 9 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Key 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 = -$1067950 |
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 |
| Exempt Code Section | 115(1) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| The University of Montana | |
| b | $16,879,672 |
| The University of Montana | |
| k | $146,232 |
| The University of Montana | |
| l | $500,000 |
| The University of Montana | |
| p | $190,642 |
| The University of Montana | |
| q | $39,628 |
Comments