2013-11-04T11:08:32-06:00 2013-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 748 BUTTE MT 59703 990 2012-07-01 810250363 MONTANA TECH FOUNDATION MONT 4064964615 1300 WEST PARK STREET BUTTE MT 59701 BRAD ARCHIBALD 4064964615 2013-10-25 1 JAMES E WOY P00102054 4067820451 2013-10-25 2012 2015-11-30 17:44:51Z JOE MCCLAFFERTY 1300 WEST PARK STREET BUTTE MT 59701 28665064 0 X WWW.MTECH.EDU/FOUNDATION X 1967 MT ADVANCE THE TEACHING, RESEARCH, AND PUBLIC SERVICE ENDEAVORS OF MONTANA TECH. 32 32 8 29 0 0 3463573 3582218 201243 21764 3849793 3305497 222775 119927 7737384 7029406 2843203 3972028 0 0 426261 398864 0 0 523536 390114 525002 3659578 4895894 4077806 2133512 33202834 35170751 211184 607414 32991650 34563337 X 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. 0 0 4155367 3972028 141691 SEEK AND INSTITUTE BENEFITS, CONTRIBUTIONS, GIFTS AND GRANTS TO AID AND ASSIST MONTANA TECH OF THE UNIVERSITY OF MONTANA 4155367 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 16 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DEANNA JOHNSON 4064964278 1300 WEST PARK STREET BUTTE MT 59701 DOUG ABBOTT 1.00 X 0 106896 17243 VLADIMIR BABICH 1.00 X 0 0 0 DOUG COE 1.00 X 0 73850 27305 LEIGH FREEMAN 1.00 X 0 0 0 PETE KNUDSEN 1.00 X 0 101123 16743 RYAN LANCE 1.00 X 0 0 0 JERRY SCHUYLER 1.00 X 0 0 0 MAC PETERSON 1.00 X 0 0 0 DALE BARNUM 1.00 X 0 0 0 CARL BURGMAN 1.00 X 0 0 0 GARY KOLSTAD 1.00 X 0 0 0 DAVID SEARLE 1.00 X 0 0 0 TOM DYK 1.00 X 0 0 0 DAVID ERICKSON 1.00 X 0 0 0 SANDY STASH 1.00 X X 0 0 0 TOM BANDY 1.00 X X 0 0 0 DON BLACKKETTER 1.00 X 0 184100 54915 BRIAN ERICKSON 1.00 X 0 0 0 TERRY HOLZWARTH 1.00 X 0 0 0 BILL MADISON 1.00 X 0 0 0 PAT O'BRIEN 1.00 X 0 0 0 BRAD ARCHIBALD 1.00 X X 0 0 0 ROBERT BENTLEY SR 1.00 X 0 0 0 MIKE CASHELL 1.00 X 0 0 0 DENNIS EGAN 1.00 X 0 0 0 KEITH MACPHAIL 1.00 X 0 0 0 RENEE ZEMLJAK 1.00 X 0 0 0 SUNDRA ANDERSON 1.00 X X 0 0 0 MEL BREKHUS 1.00 X 0 0 0 NICK DIGIOVINE 1.00 X 0 0 0 GARY CARLSON 1.00 X 0 0 0 JIM FRASER 1.00 X 0 0 0 PAUL HLADKY 1.00 X 0 0 0 DARRELL MCKENNA 1.00 X 0 0 0 NICK OLDS 1.00 X 0 0 0 KEN THOLSTROM 1.00 X 0 0 0 TRACY O'NEILL 20.00 X 0 55004 8258 JOE MCCLAFFERTY 40.00 X 0 92773 3184 0 613746 127648 0 0 1 0 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 4 3582218 3582218 PROGRAM REVENUE 611600 21764 21764 21764 370137 370137 24571018 21635658 2935360 2935360 2935360 INVESTMENT INCOME FROM TRUSTS 900099 119927 119927 119927 7029406 141691 0 3305497 3972028 3972028 91802 36721 55081 235710 49277 186433 23189 8717 14472 23093 2862 20231 25070 12101 12969 71379 71379 180270 180270 3389 3389 POSTAGE, SERVICES, SUPP 146201 146201 CAPITAL CAMPAIGN 47529 47529 DIRECT COLLEGE SUPPORT 39003 39003 ENTERTAINMENT 37231 37231 4895894 4155367 216991 523536 331713 406044 2429582 1035593 1113555 800512 332973 112000 2567953 54924 1592507 2513029 25703991 28520280 1698513 1783293 33202834 35170751 147921 566755 63263 40659 211184 607414 X 2090412 2277260 4988566 5248571 25912672 27037506 32991650 34563337 33202834 35170751 X 2133512 -578927 17102 X X 0 1 X 1 0 X 2624128 2338443 7730342 3463573 3582218 19738704 2624128 2338443 7730342 3463573 3582218 19738704 4304713 15433991 745131 497173 519554 460388 370137 2592383 144508 144508 146824 153770 119927 709537 23040624 1339776 0.66990 0.66600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 31607251 3339320 2504269 4770805 32680035 33023319 3272182 -1160249 3528001 31607251 23546336 7522500 5325253 3370770 33023319 22603042 2164546 3122394 4343646 23546336 25209361 2995907 -2023286 3578940 22603042 0.01200 0.82700 0.16100 1 0 59568 59568 2306447 26907 2279540 100748 28017 72731 101190 101190 2513029 OTHER INVESTMENTS 186224 F TRUSTS HELD BY A THIRD PARTY 1597069 F 1783293 GIFT ANNUITY - DUE TO BENEFICIARIES 40659 40659 X 6467581 -561825 -561825 7029406 0 7029406 4895894 0 4895894 0 4895894 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. 1 MONTANA TECH OF THE UNIVERSITY OF MONTANA 1300 WEST PARK STREET BUTTE MT 59701 816001654 501(C)(1) 3972028 STUDENT SCHOLARSHIPS, PROFESSORSHIP SUPPLEMENTS AND PROGRAM DISTRIBUTIONS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 DON BLACKKETTER 0 184100 0 0 0 0 0 13929 0 40986 0 239015 0 0 BOB BENTLEY SR BOARD MEMBER 754479 THE FOUNDATION SIGNED A CONTRACT ON JUNE 24, 2011, TO CONSTRUCT THE UNIVERSITY RELATIONS CENTER. THE PROJECT WAS COMPLETED DURING THE YEAR. 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST AGREEMENT 17,102. AUDIT PROCESS PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THE AUDIT PROCESS FROM THE PRIOR YEAR. MONTANA TECH OF THE UNIVERSITY OF MONTANA 1300 WEST PARK STREET BUTTE MT 59701 816001654 UNIVERSITY MT 501(C)(1) 2 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 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