MONTANA TECHNOLOGICAL UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA TECHNOLOGICAL UNIVERSITY FOUNDATION (EIN 81-0250363)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-04
- IRS object ID
- 201333089349300958
- Schema version
- 2012v2.1
- 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 D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T11:08:32-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810385940 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 748 | AddressLine1 |
| City | BUTTE | City |
| State | MT | State |
| ZIP Code | 59703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810250363 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA TECH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 4064964615 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WEST PARK STREET | AddressLine1 |
| City | BUTTE | City |
| State | MT | State |
| ZIP Code | 59701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRAD ARCHIBALD | Name |
| Title | TREASURER | Title |
| Phone | 4064964615 | Phone |
| Date Signed | 2013-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E WOY | Name |
| PTIN | P00102054 | PTIN |
| Phone | 4067820451 | Phone |
| Date Prepared | 2013-10-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOE MCCLAFFERTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WEST PARK STREET | AddressLine1 |
| City | BUTTE | City |
| State | MT | State |
| ZIP Code | 59701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28665064 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MTECH.EDU/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | ADVANCE THE TEACHING, RESEARCH, AND PUBLIC SERVICE ENDEAVORS OF MONTANA TECH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 29 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3463573 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3582218 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 201243 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21764 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3849793 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3305497 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 222775 | OtherRevenuePriorYear |
| Other Revenue Current Year | 119927 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7737384 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7029406 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2843203 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3972028 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 426261 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 398864 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 523536 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 390114 | OtherExpensePriorYear |
| Other Expenses Current Year | 525002 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3659578 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4895894 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4077806 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2133512 | RevenuesLessExpensesCY |
| Total Assets BOY | 33202834 | TotalAssetsBOY |
| Total Assets EOY | 35170751 | TotalAssetsEOY |
| Total Liabilities BOY | 211184 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 607414 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32991650 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34563337 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE MONTANA TECH FOUNDATION IS TO ADVANCE THE TEACHING, RESEARCH, AND PUBLIC SERVICE ENDEAVORS OF MONTANA TECH BY GENERATING PRIVATE CONTRIBUTIONS TO SUPPLEMENT THE INSTITUTION'S STATE AND FEDERAL REVENUES FOR CAPITAL, OPERATING, AND STUDENT ASSISTANCE FUNDS. ESTABLISHED IN 1967 UNDER STATE OF MONTANA LAW, THE FOUNDATION IS THE CATALYST AND CONDUIT THROUGH WHICH GIFTS AND ENDOWMENT INCOME FLOW TO PROVIDE IMMEDIATE AND LONG-TERM SUPPORT FOR MONTANA TECH AND ALL OF ITS PROGRAMS. THE FOUNDATION IS A MECHANISM THROUGH WHICH PRIVATE SUPPORT IS RAISED AND MANAGED FOR THE SOLE BENEFIT OF TECH. OVERSEEN BY A BOARD OF DIRECTORS AND STAFFED BY A TEAM OF DEVELOPMENT PROFESSIONALS, THE FOUNDATION ADMINISTERS ALL GIFTS IN A BUSINESS-LIKE MANNER IN ACCORDANCE WITH DONORS' WISHES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4155367 | Expense |
| Grants | 3972028 | Grants |
| Revenue | 141691 | Revenue |
| Description | SEEK AND INSTITUTE BENEFITS, CONTRIBUTIONS, GIFTS AND GRANTS TO AID AND ASSIST MONTANA TECH OF THE UNIVERSITY OF MONTANA | Description |
| Total Program Service Expense | 4155367 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEANNA JOHNSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4064964278 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WEST PARK STREET | AddressLine1 |
| City | BUTTE | City |
| State | MT | State |
| ZIP Code | 59701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DOUG ABBOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 106896 | 17243 | |
| VLADIMIR BABICH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG COE | ||||||
| DIRECTOR | 1.00 | X | 0 | 73850 | 27305 | |
| LEIGH FREEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETE KNUDSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 101123 | 16743 | |
| RYAN LANCE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JERRY SCHUYLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MAC PETERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DALE BARNUM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL BURGMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY KOLSTAD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID SEARLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM DYK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID ERICKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SANDY STASH | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| TOM BANDY | ||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| DON BLACKKETTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 184100 | 54915 | |
| BRIAN ERICKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TERRY HOLZWARTH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL MADISON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAT O'BRIEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRAD ARCHIBALD | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| ROBERT BENTLEY SR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE CASHELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS EGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEITH MACPHAIL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RENEE ZEMLJAK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUNDRA ANDERSON | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| MEL BREKHUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NICK DIGIOVINE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY CARLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM FRASER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL HLADKY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DARRELL MCKENNA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NICK OLDS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEN THOLSTROM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TRACY O'NEILL | ||||||
| INTERIM PRESIDENT | 20.00 | 0 | 55004 | 8258 | X | |
| JOE MCCLAFFERTY | ||||||
| PRESIDENT | 40.00 | 0 | 92773 | 3184 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 613746 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 127648 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BENTLEY CONSTRUCTION COMPANY | |||||
| 3701 WARREN AVENUE | BUTTE | MT | 59701 | CONSTRUCTION | 754479 |
| BLUE RANGE ENGINEERING CO INC | |||||
| 56 E MERCURY STREET | BUTTE | MT | 59701 | ENGINEERING SERVICES | 428068 |
| SHAW SPORTS TURF | |||||
| 185 SOUTH INDUSTRIAL BLVD | CALHOUN | GA | 30701 | CONSTRUCTION | 390913 |
| PREMIER FIELD DEVELOPMENT INC | |||||
| 207 CEDAR AVENUE | SNOHOMISH | WA | 98290 | CONSTRUCTION | 112960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 3582218 | AllOtherContributions |
| Total Contributions | 3582218 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM REVENUE | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 21764 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21764 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21764 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 370137 | TotalRevenueColumn |
| Exclusion | $370,137 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24571018 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21635658 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2935360 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2935360 | TotalRevenueColumn |
| Exclusion | $2,935,360 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT INCOME FROM TRUSTS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 119927 | TotalRevenueColumn |
| Related Or Exempt Function Income | 119927 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 119927 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7029406 | TotalRevenueColumn |
| Related Or Exempt Function Income | 141691 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,305,497 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3972028 | Total |
| Program Services | 3972028 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91802 | Total |
| Management And General | 36721 | ManagementAndGeneral |
| Fundraising | 55081 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235710 | Total |
| Program Services | 49277 | ProgramServices |
| Fundraising | 186433 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23189 | Total |
| Program Services | 8717 | ProgramServices |
| Fundraising | 14472 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23093 | Total |
| Program Services | 2862 | ProgramServices |
| Fundraising | 20231 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25070 | Total |
| Program Services | 12101 | ProgramServices |
| Fundraising | 12969 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71379 | Total |
| Program Services | 71379 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180270 | Total |
| Management And General | 180270 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3389 | Total |
| Fundraising | 3389 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|
| POSTAGE, SERVICES, SUPP | 146201 | 146201 | |
| CAPITAL CAMPAIGN | 47529 | 47529 | |
| DIRECT COLLEGE SUPPORT | 39003 | 39003 | |
| ENTERTAINMENT | 37231 | 37231 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4895894 | Total |
| Program Services | 4155367 | ProgramServices |
| Management And General | 216991 | ManagementAndGeneral |
| Fundraising | 523536 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331713 | BOY |
| EOY | 406044 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2429582 | BOY |
| EOY | 1035593 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1113555 | BOY |
| EOY | 800512 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332973 | BOY |
| EOY | 112000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2567953 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 54924 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1592507 | BOY |
| EOY | 2513029 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25703991 | BOY |
| EOY | 28520280 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1698513 | BOY |
| EOY | 1783293 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33202834 | BOY |
| EOY | 35170751 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147921 | BOY |
| EOY | 566755 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63263 | BOY |
| EOY | 40659 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211184 | BOY |
| EOY | 607414 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2090412 | BOY |
| EOY | 2277260 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4988566 | BOY |
| EOY | 5248571 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25912672 | BOY |
| EOY | 27037506 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32991650 | BOY |
| EOY | 34563337 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33202834 | BOY |
| EOY | 35170751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2133512 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -578927 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 17102 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 2624128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2338443 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7730342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3463573 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3582218 | CurrentTaxYear |
| Total | 19738704 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2624128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2338443 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7730342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3463573 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3582218 | CurrentTaxYear |
| Total | 19738704 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4304713 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15433991 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 745131 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 497173 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 519554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 460388 | CurrentTaxYearMinus1Year |
| Current Tax Year | 370137 | CurrentTaxYear |
| Total | 2592383 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 144508 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 144508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 146824 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 153770 | CurrentTaxYearMinus1Year |
| Current Tax Year | 119927 | CurrentTaxYear |
| Total | 709537 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23040624 | TotalSupport |
| Gross Receipts From Admissions Etc | 1339776 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.66990 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66600 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31607251 | BeginningOfYearBalance |
| Contributions | 3339320 | Contributions |
| Investment Earnings Or Losses | 2504269 | InvestmentEarningsOrLosses |
| Other Expenditures | 4770805 | OtherExpenditures |
| End Of Year Balance | 32680035 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33023319 | BeginningOfYearBalance |
| Contributions | 3272182 | Contributions |
| Investment Earnings Or Losses | -1160249 | InvestmentEarningsOrLosses |
| Other Expenditures | 3528001 | OtherExpenditures |
| End Of Year Balance | 31607251 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23546336 | BeginningOfYearBalance |
| Contributions | 7522500 | Contributions |
| Investment Earnings Or Losses | 5325253 | InvestmentEarningsOrLosses |
| Other Expenditures | 3370770 | OtherExpenditures |
| End Of Year Balance | 33023319 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22603042 | BeginningOfYearBalance |
| Contributions | 2164546 | Contributions |
| Investment Earnings Or Losses | 3122394 | InvestmentEarningsOrLosses |
| Other Expenditures | 4343646 | OtherExpenditures |
| End Of Year Balance | 23546336 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25209361 | BeginningOfYearBalance |
| Contributions | 2995907 | Contributions |
| Investment Earnings Or Losses | -2023286 | InvestmentEarningsOrLosses |
| Other Expenditures | 3578940 | OtherExpenditures |
| End Of Year Balance | 22603042 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59568 | OtherCostOrOtherBasis |
| Book Value | 59568 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2306447 | OtherCostOrOtherBasis |
| Depreciation | 26907 | Depreciation |
| Book Value | 2279540 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100748 | OtherCostOrOtherBasis |
| Depreciation | 28017 | Depreciation |
| Book Value | 72731 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 101190 | OtherCostOrOtherBasis |
| Book Value | 101190 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2513029 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OTHER INVESTMENTS | 186224 | F |
| TRUSTS HELD BY A THIRD PARTY | 1597069 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1783293 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY - DUE TO BENEFICIARIES | Description |
| Amount | $40,659 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 40659 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6467581 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -561825 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -561825 | RevenueNotRptdF990 |
| Revenue Subtotal | 7029406 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7029406 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4895894 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4895894 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4895894 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| THE ORGANIZATION USES ENDOWMENT FUNDS TO GENERATE INCOME FROM INVESTMENTS TO SUPPORT THE COLLEGE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA TECH OF THE UNIVERSITY OF MONTANA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WEST PARK STREET | AddressLine1 |
| City | BUTTE | City |
| State | MT | State |
| ZIP Code | 59701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 816001654 | EINOfRecipient |
| IRC Section | 501(C)(1) | IRCSection |
| Amount Of Cash Grant | 3972028 | AmountOfCashGrant |
| Purpose Of Grant | STUDENT SCHOLARSHIPS, PROFESSORSHIP SUPPLEMENTS AND PROGRAM DISTRIBUTIONS | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS NEED TO BE FULL-TIME STUDENTS OF MONTANA TECH OF THE UNIVERSITY OF MONTANA. SALARY SUPPLEMENTS ARE FOR PROFESSORSHIP OR RESEARCH DONE BY PERSONS ASSOCIATED WITH THE ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DON BLACKKETTER | NamePerson |
| Title | DIRECTOR | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 184100 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 13929 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 40986 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 239015 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BOB BENTLEY SR | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 754479 | AmountOfTransaction |
| Description Of Transaction | THE FOUNDATION SIGNED A CONTRACT ON JUNE 24, 2011, TO CONSTRUCT THE UNIVERSITY RELATIONS CENTER. THE PROJECT WAS COMPLETED DURING THE YEAR. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO MEMBERS OF THE BOARD OF DIRECTORS, DAVID ERICKSON AND BRIAN ERICKSON, ARE BROTHERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | IT IS MONTANA TECH FOUNDATION'S POLICY THAT THE BOARD OF DIRECTORS REVIEW THE IRS FORM 990 FILED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILED WITH THE IRS. THE MEANS OF DELIVERY SHALL BE VIA EMAIL TO EACH DIRECTOR'S EMAIL ADDRESS, ALLOWING FOR A TEN-DAY WINDOW FOR REVIEW BEFORE THE 990 IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN AND DATE THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR TERM OF SERVICE AND EACH YEAR THEREAFTER. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION IS AS FOLLOWS: THE PRESIDENT IS AN EMPLOYEE OF THE MONTANA TECH OF THE UNIVERSITY OF MONTANA. COMPENSATION AND BENEFITS ARE DETERMINED BY THE BOARD OF REGENTS OF THE STATE OF MONTANA. THE BOARD OF THE FOUNDATION DETERMINES AND APPROVES THE PERCENTAGE OF THE PRESIDENT'S WAGE TO REIMBURSE MONTANA TECH OF THE UNIVERSITY OF MONTANA. PERIODICALLY THE BOARD WILL AWARD THE PRESIDENT WITH A PERFORMANCE BONUS. THE PRESIDENT SETS COMPENSATION FOR ALL OTHER FOUNDATION MANAGEMENT AND EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE SPLIT INTEREST AGREEMENT 17,102. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES TO THE AUDIT PROCESS FROM THE PRIOR YEAR. | AUDIT PROCESS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA TECH OF THE UNIVERSITY OF MONTANA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WEST PARK STREET | AddressLine1 |
| City | BUTTE | City |
| State | MT | State |
| ZIP Code | 59701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 816001654 | EIN |
| Primary Activities | UNIVERSITY | PrimaryActivities |
| Legal Domicile State | MT | LegalDomicileState |
| Exempt Code Section | 501(C)(1) | ExemptCodeSection |
| Public Charity Status | 2 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MONTANA TECH OF THE UNIVERSITY OF MONTANA | |
| K | 1 |
| MONTANA TECH OF THE UNIVERSITY OF MONTANA | |
| O | 55004 |
| MONTANA TECH OF THE UNIVERSITY OF MONTANA | |
| R | 4011031 |
| MONTANA TECH OF THE UNIVERSITY OF MONTANA | |
| N | 0 |
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