UNIVERSITY OF MONTANA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MONTANA FOUNDATION (EIN 81-0362989)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201300459349301520
- Schema version
- 2011v1.5
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T11:07:32-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810362989 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The University of Montana Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4062432593 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Connell Avenue | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Keith Kuhn | Name |
| Title | EVP | Title |
| Date Signed | 2013-02-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36977187 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.umt.edu/umf | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 113 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 111035 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8977163 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14362709 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 425000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 425000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3501985 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3434821 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1332587 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1531813 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14236735 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19754343 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9412383 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7409667 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3166703 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3440231 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2228123 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4155677 | OtherExpensePriorYear |
| Other Expenses Current Year | 3401705 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16734763 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14251603 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2498028 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5502740 | RevenuesLessExpensesCY |
| Total Assets BOY | 172363266 | TotalAssetsBOY |
| Total Assets EOY | 171532954 | TotalAssetsEOY |
| Total Liabilities BOY | 25069016 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24026611 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 147294250 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 147506343 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5370423 | Expense |
| Grants | 3552001 | Grants |
| Description | To provide academic and institutional support for The University of Montana's programs, and projects. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3161763 | Expense |
| Grants | 3148371 | Grants |
| Description | To provide scholarship and awards to The University of Montana students. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 785726 | Expense |
| Grants | 709295 | Grants |
| Description | To provide support for The University of Montana's capital projects. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9317912 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 137 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 113 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 2 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jamie Stanton | NamePerson |
| Telephone Number | 4062432593 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Connell Avenue | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Joesph Whittinghill | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Leon Washut | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Gerhard Von de Ruhr | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Paul Thomas | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mickey Sogard | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Robert Seim | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mick Seidl | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Marie Seidl | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Dale Schwanke | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Joanne Ritvo | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Randy Reger | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Kent Price | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Suzanne Peterson | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mary Olson | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Tim O'Leary | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| James Mountain | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Ann Miller | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Tim McHugh | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mike McDonough | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Steven Maurer | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mark Matsko | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| George Lambros | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Louise Krumm | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Karen Kracher | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Lyle Knight | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Doug Klien | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| James Jones | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Paul Haack | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Lyle Glascock | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Richard Ford | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Bruce Flynn | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Corey Edens | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Lauren Descamps | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Richard Dailey | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Bruce Crocker | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Craig Crawford | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mike Covey | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Jim Cote | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mark Cole | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mack Clapp | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Marva Christian | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Mark Burnham | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Rockwood Brown | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| William Beecher | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Marlys Barrett | ||||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |||
| Gary Chumrau | ||||||||
| Legal Counsel | 0.00 | X | 0 | 0 | 0 | |||
| Micheal O'Neill | ||||||||
| Treasurer | 0.00 | X | 0 | 0 | 0 | |||
| Tony Wertz | ||||||||
| Vice Chair | 0.00 | X | 0 | 0 | 0 | |||
| Jack Russell | ||||||||
| Chairman | 0.00 | X | 0 | 0 | 0 | |||
| Ellen Calnan | ||||||||
| Secretary | 50.00 | 53009 | 0 | 11976 | X | |||
| Laura Brehm | ||||||||
| CEO | 50.00 | 201545 | 0 | 36240 | X | |||
| Keith Kuhn | ||||||||
| Exec. Vice Pres. | 50.00 | 137224 | 0 | 23520 | X | |||
| Richard Thomas | ||||||||
| Senior Vice Pres. | 50.00 | 134684 | 0 | 19362 | X | |||
| Beth Hammock | ||||||||
| VP Strategic Comm. | 50.00 | 106624 | 0 | 15922 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 633086 | TotalReportableCompFromOrg |
| Total Other Compensation | 107020 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 214978 | MembershipDues |
| Fundraising Events | 111758 | FundraisingEvents |
| All Other Contributions | 14035973 | AllOtherContributions |
| Noncash Contributions | 2369339 | NoncashContributions |
| Total Contributions | 14362709 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Contract Agreement UM | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 425000 | TotalRevenueColumn |
| Exclusion | $425,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 425000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2886208 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2886208 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17649913 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17101300 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 548613 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 548613 | TotalRevenueColumn |
| Related Or Exempt Function Income | 548613 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 219593 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 111758 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 110403 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109190 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 34759 | GrossIncomeGaming |
| Gaming Direct Expenses | 11141 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23618 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9614 | RelatedOrExemptFunctionIncome |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Misc Revenue | 919733 | 919733 |
| Admin Fee Revenue | 479272 | 479272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1399005 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19754343 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4843440 | RelatedOrExemptFunctionIncome |
| Exclusion | $425,000 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7409667 | Total |
| Program Services | 7409667 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308796 | Total |
| Management And General | 188400 | ManagementAndGeneral |
| Fundraising | 120396 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2355265 | Total |
| Management And General | 1206609 | ManagementAndGeneral |
| Fundraising | 1148656 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233724 | Total |
| Management And General | 121854 | ManagementAndGeneral |
| Fundraising | 111870 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328310 | Total |
| Management And General | 166810 | ManagementAndGeneral |
| Fundraising | 161500 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214136 | Total |
| Management And General | 110377 | ManagementAndGeneral |
| Fundraising | 103759 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28469 | Total |
| Program Services | 3860 | ProgramServices |
| Management And General | 23966 | ManagementAndGeneral |
| Fundraising | 643 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40995 | Total |
| Management And General | 40995 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68707 | Total |
| Management And General | 68707 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471147 | Total |
| Program Services | 260237 | ProgramServices |
| Management And General | 45371 | ManagementAndGeneral |
| Fundraising | 165539 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64412 | Total |
| Program Services | 39041 | ProgramServices |
| Management And General | 836 | ManagementAndGeneral |
| Fundraising | 24535 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1167717 | Total |
| Program Services | 958167 | ProgramServices |
| Management And General | 115343 | ManagementAndGeneral |
| Fundraising | 94207 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130507 | Total |
| Program Services | 12608 | ProgramServices |
| Management And General | 117899 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159772 | Total |
| Program Services | 18832 | ProgramServices |
| Management And General | 140940 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351070 | Total |
| Program Services | 243473 | ProgramServices |
| Management And General | 32382 | ManagementAndGeneral |
| Fundraising | 75215 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28717 | Total |
| Program Services | 11072 | ProgramServices |
| Management And General | 8902 | ManagementAndGeneral |
| Fundraising | 8743 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21 | Total |
| Management And General | 21 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89220 | Total |
| Management And General | 89220 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15903 | Total |
| Program Services | 55 | ProgramServices |
| Management And General | 15848 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and Publications | 104282 | 8297 | 7600 | 88385 |
| Uncollectible Pledges | 111024 | 402 | 110622 | |
| Other Expense | 143312 | 109026 | 9706 | 24580 |
| Entertainment | 295442 | 189044 | 35493 | 70905 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130988 | Total |
| Program Services | 54131 | ProgramServices |
| Management And General | 47667 | ManagementAndGeneral |
| Fundraising | 29190 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14251603 | Total |
| Program Services | 9317912 | ProgramServices |
| Management And General | 2705568 | ManagementAndGeneral |
| Fundraising | 2228123 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9237533 | BOY |
| EOY | 10311479 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6748618 | BOY |
| EOY | 6261433 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264227 | BOY |
| EOY | 231316 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32033 | BOY |
| EOY | 49638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5354275 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1504170 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3857132 | BOY |
| EOY | 3850105 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118959206 | BOY |
| EOY | 109590563 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32440375 | BOY |
| EOY | 39498757 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 823642 | BOY |
| EOY | 1739163 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172363266 | BOY |
| EOY | 171532954 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637016 | BOY |
| EOY | 679468 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108525 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21409363 | BOY |
| EOY | 20509718 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2914112 | BOY |
| EOY | 2837425 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25069016 | BOY |
| EOY | 24026611 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6444330 | BOY |
| EOY | 5143513 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48409866 | BOY |
| EOY | 45568965 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92440054 | BOY |
| EOY | 96793865 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147294250 | BOY |
| EOY | 147506343 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172363266 | BOY |
| EOY | 171532954 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5502740 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5290647 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30712412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15358283 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8732386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8977163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14147731 | CurrentTaxYear |
| Total | 77927975 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30712412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15358283 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8732386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8977163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14147731 | CurrentTaxYear |
| Total | 77927975 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11928299 | AmountsSubstContributorsTotal |
| Public Support Total170 | 65999676 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4417561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3638218 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2929683 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3014940 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2886208 | CurrentTaxYear |
| Total | 16886610 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1115905 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1776403 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1195262 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1488396 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1656056 | CurrentTaxYear |
| Total | 7232022 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 102046607 | TotalSupport |
| Public Support Pertcentage170 | 0.64680 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64260 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5255 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5255 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14246348 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14251603 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 862580 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 215645 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 862580 | CurrentYear |
| Total | 862580 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,293,870 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 5255 | CurrentYear |
| Total | 5255 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 215645 | CurrentYear |
| Total | 215645 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $323,468 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 9 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 185300 | ContribToFundsAndOtherAccounts |
| Grants Funds And Other Accounts | 215020 | GrantsFundsAndOtherAccounts |
| Aggregate Fund Value | 438083 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 136304529 | BeginningOfYearBalance |
| Contributions | 5660476 | Contributions |
| Investment Earnings Or Losses | -2827128 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1662491 | GrantsOrScholarships |
| Other Expenditures | -2037354 | OtherExpenditures |
| Administrative Expenses | -2430087 | AdministrativeExpenses |
| End Of Year Balance | 133007945 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 114176510 | BeginningOfYearBalance |
| Contributions | 2376573 | Contributions |
| Investment Earnings Or Losses | 25790168 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1769844 | GrantsOrScholarships |
| Other Expenditures | -1944267 | OtherExpenditures |
| Administrative Expenses | -2324611 | AdministrativeExpenses |
| End Of Year Balance | 136304529 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101088433 | BeginningOfYearBalance |
| Contributions | 2918659 | Contributions |
| Investment Earnings Or Losses | 15084414 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1017678 | GrantsOrScholarships |
| Other Expenditures | -1807798 | OtherExpenditures |
| Administrative Expenses | -2089521 | AdministrativeExpenses |
| End Of Year Balance | 114176510 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.88000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1177609 | InvestmentCostOrOtherBasis |
| Book Value | 1177609 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3852000 | InvestmentCostOrOtherBasis |
| Depreciation | 1194120 | Depreciation |
| Book Value | 2657880 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 324666 | OtherCostOrOtherBasis |
| Depreciation | 310050 | Depreciation |
| Book Value | 14616 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3850105 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 39498757 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Liabilities to External Beneficiaries | Description |
| Amount | $2,837,425 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2837425 | TotalOfAmounts |
| Total Revenue | 19754343 | TotalRevenue |
| Total Expenses | 14251603 | TotalExpenses |
| Excess Or Deficit For Year | 5502740 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4921766 | NetUnrealizedGLOnInvestments |
| Other | -$368,881 | OtherAmount |
| Total Adjustments | -5290647 | TotalAdjustments |
| Excess Or Deficit Per FS | 212093 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14954121 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4921766 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -4921766 | RevenueNotRptdF990 |
| Revenue Subtotal | 19875887 | RevenueSubtotal |
| Other Revenues Not Included | -121544 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -121544 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19754343 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14742028 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 490425 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 490425 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14251603 | ExpensesSubtotal |
| Total Expenses Per Form990 | 14251603 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Payment to Beneficiaries $368881 Fundraising and Gaming Direct Expenses $121544 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Payments to Beneficiaries $ -368881 |
| Part IV, Line 2b | 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | WA | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | AZ | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction/Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 116494 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9999 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 106495 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1200 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9881 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5036 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 15600 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Auction - Cowboy Ball | NameOfEvent2 |
| Gross Receipts Event2 | 84780 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11397 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 73383 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 23703 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 11316 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 130077 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 90362 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 39715 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 350 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 85 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 7448 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 35784 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 331351 | GrossReceiptsTotal |
| Charitable Contributions Total | 111758 | CharitableContributionsTotal |
| Gross Revenue Total Events | 219593 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 350 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1285 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 17329 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 28739 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 62700 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 110403 | DirectExpenseSummaryEvents |
| Net Income Summary | 109190 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 34759 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 7000 | CashPrizesOtherGaming |
| Rent Facility Costs Other Gaming | 1572 | RentFacilityCostsOtherGaming |
| Other Direct Expenses Other Gaming | 2569 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 34759 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 7000 | CashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 1572 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 2569 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 11141 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 23618 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | false | Licensed |
| Explanation If No | Gaming activities are performed under gaming licenses held by the Restaurants/Bars where the gaming activity is occuring. | ExplanationIfNo |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Jamie Stanton | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Connell | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The University of Montana | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Campus Drive | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 816001713 | EINOfRecipient |
| Amount Of Cash Grant | 7385851 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | University Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| Richard Thomas | |||
| 133684 | 1000 | 19362 | 154046 |
| Laura Brehm | |||
| 197545 | 4000 | 36240 | 237785 |
| Keith Kuhn | |||
| 135724 | 1500 | 23520 | 160744 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Trustee Lyle Knight | |||
| CEO First Interstate Bank | 13134 | Fees on Bank Accounts | false |
| Trustee Lyle Knight | |||
| CEO First Interstate Bank | 80969 | Interest/Dividend on Acct | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 99 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 52970 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 37548 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 659 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 84 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1193205 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 307166 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EQUITY | MethodOfDeterminingRevenues |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 393784 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 80000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 716 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | See Statement | 40 | 239874 | FMV |
| X | Auctions Items | 160 | 23803 | FMV |
| X | Advertising | 8 | 39614 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | 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. |
| Form 990, Part VI, Line 15b | 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 12c | 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 11 | Form 990, Part VI, Line 11: 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 4 | Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | Several changes were made to the Foundation's bylaws during the tax year. These changes include; updating the description of the UM Alumni Association's non-voting representative to the Board with the current structure of UM Alumni Association; updating language to include the practice of the Executive Committee exercising powere and authority of the Board between meetings; allowing the committees to act within the authority delegated to them; removing language referring to Board policies that have not been established; and broadening the ability of the Board to authorize contract signing by a senior member of the UM Foundation staff. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Trustees Marie and Mick Seidl are married. |
| Client Note 1 - Schedule M - 990Sch M, Part 1, Other Non-Cash ContributionsDue to a programing error, under gifts and grants, Porperty Types; Other this will be the breakdown for Notes:$239,874.00 - FMVAlcohol 3 - Gifts $ 9,623.00 FMVEquipment 15 - Gifts $173,716.00 FMVHorse Sales 6 - Gifts $ 37,998.00 FMVLodging 5 - Gifts $ 4,000.00 FMVPrinting 8 - Gifts $ 11,600.00 FMVSoftware 1 - Gift $ 2,511.00 FMVMembership 1 - Gift $ 250.00 FMVTransportation 1 - Gift$ 176.00 FMV |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The University of Montana | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Campus Drive | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 816001713 | EIN |
| Primary Activities | Higher Education | PrimaryActivities |
| Legal Domicile State | MT | LegalDomicileState |
| Exempt Code Section | 115(1) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| The University of Montana | |
| p | 31593 |
| The University of Montana | |
| k | 425000 |
| The University of Montana | |
| i | 140940 |
| The University of Montana | |
| b | 7447159 |
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