2015-04-30T07:39:17-07:00 2014-06-30 990 2013-07-01 810362989 The University of Montana Foundation UNIV 4062432593 600 Connell Avenue Missoula MT 59812 Jamie Stanton CFO 2015-04-30 2013 2016-04-25 22:37:26Z 110262468 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. 38 38 98 45 0 -118512 12706478 25358442 425000 500000 4068653 7060631 2277866 1561587 19477997 34480660 9005276 10243278 0 3584165 3785371 0 2819337 3579503 4019962 16168944 18048611 3309053 16432049 187142799 221910574 25500081 27833712 161642718 194076862 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 7019013 4974226 To provide academic and institutional support for The University of Montana's programs, and projects. 4377515 4371673 To provide Scholarship and awards to the University of Montana students. 967033 897379 To provide support for The University of Montana's capital projects. 12363561 true true false true false true false false true true true true false false true false true false false false true false false false 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 114 0 true 98 false false false true OC false false true true true true false 0 false false false false false false false false false false X 38 38 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 MA MD MI MN NH NJ NY OH OR PA SC UT WA WI X X Jamie Stanton 4062432593 600 Connell Avenue Missoula MT 59812 Mike McDonough Chairman 0.00 0.00 X 0 0 0 Joe Whittinghill Vice Chairman 0.00 0.00 X 0 0 0 Karen Kracher 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 Bartlett Edward Trustee 0.00 0.00 X 0 0 0 Beecher Willaim 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 Cote Jim Trustee 0.00 0.00 X 0 0 0 Covey Mike 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 Descamps Lauren 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 Iten Jane Trustee 0.00 0.00 X 0 0 0 Jones Jim Trustee 0.00 0.00 X 0 0 0 Klein Doug 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 Matsko Mark Trustee 0.00 0.00 X 0 0 0 Maurer Steven Trustee 0.00 0.00 X 0 0 0 McHugh Tim 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 O'Neill Mike Trustee 0.00 0.00 X 0 0 0 Olson Mary Trustee 0.00 0.00 X 0 0 0 Peterson Suzanne Trustee 0.00 0.00 X 0 0 0 Reger Randy Trustee 0.00 0.00 X 0 0 0 Roth W Richard Trustee 0.00 0.00 X 0 0 0 Russell Jack 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 Seim Bob 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 Ellen Calnan Secretary 50.00 0.00 X 56388 0 14895 Shane Giese President and CEO 50.00 0.00 X 137830 0 6773 Keith Kuhn Exc. Vice Pres. 50.00 0.00 X 146746 0 23687 Richard Thomas VP Campaign Pric 50.00 0.00 X 142336 0 24300 Cynthia Williams VP of Development 50.00 0.00 X 114026 0 21626 Beth Hammock VP of Strategic Co 50.00 0.00 X 105542 0 19126 702868 110407 5 false true false 0 233166 99462 25025814 2634484 25358442 Contract Agreement UM 900099 500000 500000 500000 3185007 3185007 0 0 0 79549345 75673721 3875624 3875624 3875624 113910 99462 97401 16509 44560 10686 33874 14749 0 Admin Fee Revenue 471741 471741 Misc Revenue 1039463 1039463 1511204 34480660 8586584 500000 10243278 10243278 0 0 0 327603 200850 126753 0 2598096 1220556 1377540 243175 119424 123751 378602 186729 191873 237895 113055 124840 0 39898 5165 19973 14760 48500 47950 550 0 0 59232 59232 912276 391716 132627 387933 98124 52242 452 45430 1177075 895784 128995 152296 132011 26458 105533 20 0 144973 5325 139593 55 476814 298811 32079 145924 0 54904 39185 10975 4744 48 48 0 5451 5451 15741 3399 12342 Entertainment 388494 245914 37768 104812 Uncollectible Pledges 260589 260589 Other Expense 174472 147401 9176 17895 Recruitment 31360 8883 22316 161 0 18048611 12363561 2865713 2819337 500 500 10921871 9310159 5228234 6656281 0 0 0 231950 252265 0 59011 80389 5146084 1567208 3690361 3578876 119986363 135976613 45242293 64231558 0 0 1782216 1823933 187142799 221910574 668191 605323 125850 125850 21992974 24431055 2713066 2671484 25500081 27833712 X 6096695 8535880 54394981 73131217 101151042 112409765 161642718 194076862 187142799 221910574 X 16432049 16275907 -273812 X false true X true false X 8732386 8977163 14147731 12593149 25258980 69709409 0 0 8732386 8977163 14147731 12593149 25258980 69709409 5370670 64338739 2929683 3014940 2886208 3079608 3185007 15095446 0 1195262 1488396 1656056 1223221 1242350 6805285 91610140 0.70230 0.69230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 7252 7252 18048611 18055863 1000000 250000 false 862580 958447 1000000 2821027 4231541 5255 13521 7252 26028 215645 239612 250000 705257 1057886 9 160953 131500 534170 true true false true X 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 2918659 15084414 -1017678 -1807798 -2089521 114176510 114176510 0.04000 0.89000 0.07000 true false false 990109 990109 3852000 1271160 2580840 303975 296048 7927 3578876 64231558 Liabilities to External Beneficiaries 2671484 2671484 50864654 16275907 16275907 34588747 -108087 -108087 34480660 18430510 381899 381899 18048611 18048611 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 $273812 Fundraising and Gaming Direct Expenses $108087 Central America and the Caribb 0 0 Investments N/A 25363239 Europe 0 0 Investments N/A 3417024 28780263 28780263 true false true false false false X X X X X X true Ratzlaff Consul PO Box 2917 Columbia F MT 59912 Gift Solicitati false 50000 56000 50000 56000 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 Auction - Cowboy Ball 57485 1150 56335 1951 23943 16709 Art Benefit - Odyssey 57240 50230 7010 4 98647 48082 50565 1800 7412 9524 36062 213372 99462 113910 1800 9363 33467 52771 97401 16509 false false 44560 7050 3636 false 44560 7050 3636 10686 33874 false Gaming activities are performed under gaming licenses held by the Restaurants/Bars where the gaming activity is occuring. false false false 1.00000 Ed Ruttenbur 600 Connell Missoula MT 59812 false false true The University of Montana 32 Campus Drive Missoula MT 59812 816001713 4371673 0 Student Scholarship and Awards The University of Montana 32 Campus Drive Missoula MT 59812 816001713 4979226 0 Academic & Institutional Support The University of Montana 32 Campus Drive Missoula MT 59812 816001713 897379 0 Support UofM's Capital Projects 0 3 X X X X false false false false false false false false false false Keith Kuhn Exc. Vice Pres. 146746 16787 6900 146746 23687 Richard Thomas VP Campaign Pric 142336 15730 8570 142336 24300 X 20 69243 FMV X 18718 FMV X 1352 FMV X 91 2517922 FMV X 10 1117 FMV X 1 800 FMV X Auction Items 27 2928 FMV X Equipment 3 4639 FMV X Lodging 1 2398 FMV X Printing 2 2136 FMV X Solar Oven 1 320 FMV X Instrument 1 800 FMV X Oculgraphy 1 500 FMV X Ele. Stimuation 2 7690 FMV X Travel Cost 2 1909 FMV X Trophy 1 2012 FMV 5 false true false Client Note 1 Client Note 1 - Schedule M - 990Sch M, Part 1, Other Non-Cash ContributionsDue to a programing error, under gifts and grants, Property Types; Other this will be the breakdown for Notes: 14 Gifts - $36,980.00 - FMVFlowers 1 Gifts $ 495.00 FMV Carpet 1 Gifts $ 296.00 FMVHorse Sales 2 Gifts $ 6,999.00 FMVSign Holders 2 Gift $ 1,950.00 FMVTelescope 1 Gifts $ 1.00 FMVBike 2 Gifts $ 1,276.00 FMVPhotos 1 Gifts $ 1,500.00 FMVSilver&China 1 Gifts $ 11.493.00 FMVGPS Mapping 1 Gifts $ 3,670.00 FMVFur Flooring 1 Gifts $ 9,000.00 FMVGolf Clubs 1 Gifts $ 300.00 FMV 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 Executive Committee of the Board of Trustees. 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 = -$273812 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 10243278 The University of Montana k 139518 The University of Montana l 500000 The University of Montana p 136386 The University of Montana q 28718