2016-04-06T07:05:00-07:00 2015-06-30 990 2014-07-01 810362989 The University of Montana Foundation UNIV 4062432593 600 Connell Avenue Missoula MT 59812 Jamie Stanton CFO 2016-04-06 2014 2016-08-17 19:52:53Z 67349615 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. 39 39 118 28 0 -426700 25358442 39102915 500000 500000 7060631 3809588 1561587 3130304 34480660 46542807 10243278 16879672 0 3785371 4102824 98359 2752865 4019962 5851913 18048611 26932768 16432049 19610039 221910574 249263574 27833712 39674071 194076862 209589503 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 10054397 7117842 To provide academic and institutional support for The University of Montana's programs, and projects. 5922738 4759748 To provide support for The University of Montana's capital projects. 5020747 5002082 To provide Scholarship and awards to the University of Montana students. 20997882 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 144 0 true 118 true false false true OC false false true true true true false 0 false false false false false false false false false false X 39 39 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 600 Connell Avenue Missoula MT 59812 Joseph Whittinghill Chairman 0.00 0.00 X 0 0 0 Mary Olson Vice Chairman 0.00 0.00 X 0 0 0 Doug Klein Treasurer 0.00 0.00 X 0 0 0 Gary Chumrau 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 Crawford Craig 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 Cote Jim Trustee 0.00 0.00 X 0 0 0 Maurer Steven Trustee 0.00 0.00 X 0 0 0 Russell Jack Trustee 0.00 0.00 X 0 0 0 Ellen Calnan Secretary 50.00 0.00 X 58036 0 15988 GieseShane President & CEO 50.00 0.00 X 237771 0 35619 Stanton Jamie CFO 50.00 0.00 X 81115 0 16749 Art Held VP of Develop. Ser 50.00 0.00 X 105876 0 19487 Cynthia Williams VP of Develp 50.00 0.00 X 129395 0 22524 Ric Thomas VP Campaign & Principal Gifts 50.00 0.00 X 144816 0 25528 757009 135895 4 true true false 0 253576 112117 38737222 6549147 39102915 Contract Agreement UM 900099 500000 500000 500000 3192277 3192277 0 0 0 21369061 20751750 617311 617311 617311 36784 112117 44044 -7260 46154 11014 35140 14177 0 Admin Fee Revenue 511233 511233 Misc Revenue 2591191 2591191 3102424 46542807 6926189 500000 16879672 16879672 0 0 0 474070 334095 139975 2759943 1373255 1386688 0 241735 123523 118212 378115 212295 165820 248961 138729 110232 0 100517 71168 29349 47300 47300 0 98359 98359 112711 112711 862666 435665 193201 233800 121077 57503 2026 61548 3045032 2780391 104310 160331 130022 15024 110023 4975 0 150228 3746 146232 250 425274 283918 30744 110612 0 46011 32390 5259 8362 134 134 0 9481 9481 20828 1821 19007 Entertainment 485507 324140 48023 113344 Other Expense 206334 177476 18624 10234 Uncollectible Pledges 71697 2 71695 Recruitment 17094 6134 10186 774 0 26932768 20997882 3182021 2752865 500 500 9310159 18569460 6656281 14331293 0 0 0 252265 236145 0 80389 38589 5185952 1566200 3578876 3619752 135976613 139062950 64231558 71710409 0 0 1823933 1694476 221910574 249263574 605323 1618146 125850 125850 24431055 22403599 2671484 15526476 27833712 39674071 X 8535880 8105171 73131217 77899642 112409765 123584690 194076862 209589503 221910574 249263574 X 19610039 -3029448 -1067950 X false true X true false X 8977163 14147731 12593149 25258980 39011761 99988784 0 0 8977163 14147731 12593149 25258980 39011761 99988784 4136948 95851836 3014940 2886208 3079608 3185007 3192277 15358040 0 1488396 1656056 1223221 1242350 1496375 7106398 122453222 0.78280 0.70230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 16624 16624 26937765 26954389 1000000 250000 false 862580 958447 1000000 1000000 3821027 5731541 5255 13521 7252 16624 42652 215645 239612 250000 250000 955257 1432886 14 1451927 456087 2945704 true true false true X 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 114176510 2376573 25790168 1769844 1944267 2324611 136304529 0.04000 0.89000 0.07000 true false false 990109 990109 3852000 1271160 2580840 9823 9823 334020 295040 38980 3619752 71710409 Liabilities to External Beneficiaries 15526476 15526476 43568417 -3029448 -3029448 46597865 -55058 -55058 46542807 28055776 1123008 1123008 26932768 26932768 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 Central America and the Caribb 0 0 Investments N/A 25781866 Europe 0 0 Investments N/A 2997399 28779265 28779265 true false true false false false X X X X X X true Melanie Brock 2476 Briggs Str Missoula MT 59803 Gift Solicitati false 56074 Ratzlaff Consul PO Box 2917 Columbia F MT 59912 Gift Solicitati false 166420 42285 124135 166420 98359 124135 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 Art Benefit - Odyssey 61010 58940 2070 Roundball/Auction & Golf 44930 22306 22624 9030 8347 3 42961 30871 12090 350 4933 21384 148901 112117 36784 350 9030 4933 29731 44044 -7260 false false 46154 7300 1500 2214 false 46154 7300 1500 2214 11014 35140 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 600 Connell Missoula MT 59812 false false true The University of Montana 32 Campus Drive Missoula MT 59812 816001713 4759749 0 Support UofM's Capital Projects The University of Montana 32 Campus Drive Missoula MT 59812 816001713 5002082 0 Student Scholarship and Awards The University of Montana 32 Campus Drive Missoula MT 59812 816001713 7117842 0 Academic & Institutional Support 0 3 X X X X X false false false false false false false false false false Cynthia Williams VP of Develp 128395 1000 14433 8091 151919 GieseShane President & CEO 227771 10000 26148 9471 273390 Ric Thomas VP Campaign & Principal Gifts 143816 1000 15875 9653 170344 Part I, Line 1a: Relevant information in regards to selections on 1a. Companion travel is added to taxable wages as appropriate. X 30 106900 FMV X 1000 FMV X 5100 FMV X 1 2000 FMV X 89 5923705 FMV X 6 655 FMV X Advertising 2 6621 FMV X Alcohol 1 3929 FMV X Equipment 11 401876 FMV X Lodging 1 1500 FMV X Printing 14 18760 FMV X Supplies 3 440 FMV X Horse 1 1600 FMV X Windchime 1 26 FMV X Appletree 1 35 FMV X Piano 1 75000 FMV 9 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 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 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 16879672 The University of Montana k 146232 The University of Montana l 500000 The University of Montana p 190642 The University of Montana q 39628