2012-04-05T14:16:42-07:00 2011-06-30 990 2010-07-01 810362989 The University of Montana Foundation UNIV 4062432593 600 Connell Avenue Missoula MT 59812 Keith Kuhn 2012-04-05 2010 2016-02-24 21:20:13Z Laura Brehm 600 Connell Street Missoula MT 59801 34304412 false false X www.umt.edu/umf X 1951 MT The mission of the University of Montana Foundation is to ensure The University of Montana's excellence, access, and affordability through a public/private funding partnership. 40 39 88 45 0 67639 8732386 8977163 400000 425000 2821488 3501985 1018713 1332587 12972587 14236735 9877118 9412383 0 2908006 3166703 0 2028716 4767265 4155677 17552389 16734763 -4579802 -2498028 150792290 172363266 21303860 25069016 129488430 147294250 The mission of the University of Montana Foundation is to ensure The University of Montana's excellence, access, and affordability through a public/private funding partnership. false false 4923668 2811877 To provide academic and institutional support for The University of Montana's programs, and projects. 3369845 3296466 To provide support for The University of Montana's capital projects. 3318191 3304040 To provide scholarship and awards to The University of Montana students. 11611704 true true false true false true false false true true true true false false true false true false false false false false false false true true false true false true false false false false false false false false false false false true false false false false true false false false false true 144 0 true 88 true true true true CJ false false false true true false false false 0 false false false true false false false false false false false X 40 39 false false false false false false false true true false false false true true true true true true true true false false WA OR MN CO CA AZ X X Jamie Stanton 4062432593 600 Connell Avenue Missoula MT 59812 William Brodsky 0.00 X 0 0 0 William Beecher 0.00 X 0 0 0 Tony Wertz 0.00 X 0 0 0 Tim O'Leary 0.00 X 0 0 0 Tim McHugh 0.00 X 0 0 0 Rockwood Brown 0.00 X 0 0 0 Robert Seim 0.00 X 0 0 0 Richard Thomas 50.00 X 131595 0 15593 Richard Ford 0.00 X 0 0 0 Richard Dailey 0.00 X 0 0 0 Paul Thomas 0.00 X 0 0 0 Mike O'Neill 0.00 X 0 0 0 Mike McDonough 0.00 X 0 0 0 Mike Covey 0.00 X 0 0 0 Mickey Sogard 0.00 X 0 0 0 Mary Olson 0.00 X 0 0 0 Marva Christian 0.00 X 0 0 0 Marlys Barrett 0.00 X 0 0 0 Mark Matsko 0.00 X 0 0 0 Mark Cole 0.00 X 0 0 0 Mark Burnham 0.00 X 0 0 0 Marie Seidl 0.00 X 0 0 0 Mack Clapp 0.00 X 0 0 0 Lyle Knight 0.00 X 0 0 0 Lyle Glascock 0.00 X 0 0 0 Louise Krumm 0.00 X 0 0 0 Leon Washut 0.00 X 0 0 0 Lauren Descamps 0.00 X 0 0 0 Laura Brehm 50.00 X X 194378 0 19436 Kent Price 0.00 X 0 0 0 Keith Kuhn 50.00 X 134593 0 20599 Karen Kracher 0.00 X 0 0 0 Joesph Whittinghill 0.00 X 0 0 0 Joanne Ritvo 0.00 X 0 0 0 Jim Cote 0.00 X 0 0 0 Jerry Norskog 0.00 X 0 0 0 James Mountain 0.00 X 0 0 0 James Jones 0.00 X 0 0 0 Jack Russell 0.00 X 0 0 0 Grant Schermer 0.00 X 0 0 0 Gerhard Von de Ruhr 0.00 X 0 0 0 Gary Chumrau 0.00 X 0 0 0 Ellen Calnan 50.00 X 53547 0 8803 Doug Klein 0.00 X 0 0 0 Corey Edens 0.00 X 0 0 0 Bruce Flynn 0.00 X 0 0 0 Bruce Crocker 0.00 X 0 0 0 Ann Miller 0.00 X 0 0 0 514113 64431 3 false true false 0 224292 82853 8670018 987416 8977163 Contract Agreement UM 900099 425000 425000 425000 3014940 3014940 0 0 0 20398911 19911866 487045 487045 487045 337552 82853 145375 192177 32770 10436 22334 22134 0 Misc Revenue 680599 680599 Admin Fee Revenue 437477 437477 1118076 14236735 5259372 9412383 9412383 0 0 0 283350 173916 109434 0 2231321 1117867 1113454 215582 108540 107042 226660 145607 81053 209790 104696 105094 0 39822 3783 36039 38985 38985 0 0 65397 65397 518197 319801 40607 157789 53179 31054 387 21738 1160121 1014509 107288 38324 133717 16415 115905 1397 0 160226 19286 140940 414756 270109 27019 117628 0 38294 21477 5295 11522 14 14 0 94703 94703 18119 724 17395 Uncollectible Pledges 637128 227 636901 Printing and Publications 70827 8283 6634 55910 Other Expense 132694 116122 9000 7572 Furniture and Equipment 72121 62048 10073 Entertainment 421070 309487 46139 65444 86307 5996 44996 35315 16734763 11611704 3094343 2028716 500 500 7441425 9237533 10211923 6748618 0 0 0 216518 264227 0 50788 32033 5272082 1414950 3949828 3857132 103152285 118959206 24967271 32440375 0 0 801752 823642 150792290 172363266 497870 637016 108525 17896199 21409363 2909791 2914112 21303860 25069016 X -25311 6444330 38070332 48409866 91443409 92440054 129488430 147294250 150792290 172363266 X -2498028 20303848 X false true true X false false X 14031943 30712412 15358283 8732386 8977163 77812187 0 0 14031943 30712412 15358283 8732386 8977163 77812187 12184777 65627410 3553386 4417561 3638218 2929683 3014940 17553788 0 1188500 1115905 1776403 1195262 1488396 6764466 102130441 0.64260 0.65170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 13599 true 1835 true 2391 17825 false false Part II-B, Line 1i Part II-B, Line 1i - Other Activities Description Away from home expenses 3 9 174925 690 232495 342214 460793 true true false true 114176510 2376573 25790168 -1769844 -1944267 -2324611 136304529 101088433 2918659 15084414 -1017678 -1807798 -2089521 114176510 0.04000 0.89000 0.07000 true false false 1097609 1097609 3852000 1117080 2734920 322473 297870 24603 3857132 32440375 Liabilities to External Beneficiaries 2914112 2914112 14236735 16734763 -2498028 20602662 -298814 20303848 17805820 34995208 20602662 20602662 14392546 -155811 -155811 14236735 17189388 494962 494962 16694426 40337 40337 16734763 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S Other adjustment-admin fee $40337 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Payment to Beneficiaries $339151 Fundraising and Gaming Direct Expenses $155811 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Other adjustment-admin fee $40337 Payments to Beneficiaries $ -339151 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. X X X X X X false Auction - Cowboy Ball 220604 2950 217654 16410 22264 9544 Auction/Golf Tournament 71769 1400 70369 10245 15680 4 128032 78503 49529 17562 4730 48940 420405 82853 337552 17562 31385 22264 74164 145375 192177 false false 32770 6900 1634 1902 false 32770 6900 1634 1902 10436 22334 false Gaming activities are performed under gaming licenses held by the Restaurants/Bars where the gaming activity is occuring. false false false 1.00000 Jamie Stanton 600 Connell Missoula MT 59812 false false true The University of Montana 32 Campus Drive Missoula MT 59812 816001713 9412383 0 University Support 0 1 X X X false false false false false false false false false false Laura Brehm 194378 19436 213814 Keith Kuhn 134593 20599 155192 Trustee Lyle Knight CEO First Interstate Bank 12138 Fees on Bank Accounts false Trustee Lyle Knight CEO First Interstate Bank 81753 Interest/Dividend on Acct false X 27 176152 FMV X 3 78131 FMV X 25137 FMV X 378 FMV X 2 2250 Opinion of Exp X 59 594406 FMV X 4 1609 FMV X Horses 2 12999 FMV X Membership 1 1000 FMV X Supplies 8 4831 FMV X Software 6 9638 FMV X Printing 2 3565 FMV X Lodging 3 1275 FMV X Equipment 8 62043 FMV X Alcohol 69 13055 FMV X Auction Items 18 947 FMV 2 false true false 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 investment policies and results 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. Compensation for Key Employees, and the Secretary are reviewed on an annual basis by the employee's immediate supervisor, 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. Client Note 1 - The University of Montana 32 Campus Drive Missoula MT 59812 816001713 Higher Education MT 115(1) NA false false true false false false false false false true false true false false false true false false false The University of Montana o 19122 The University of Montana k 425000 The University of Montana i 140940 The University of Montana b 9412383