UNIVERSITY OF PROVIDENCE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF PROVIDENCE (EIN 81-0231777)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349302515
- Schema version
- 2009v1.7
- 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 E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T11:02:59-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS WILSON & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FIRST AVENUE SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810231777 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF GREAT FALLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4067915245 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 20TH STREET SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59405 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stacey Eve | Name |
| Title | chief financial officer | Title |
| Phone | 4067915245 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERARD K SCHMITZ | Name |
| Phone | 4067614645 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | stacey eve | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 20TH STREET SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17160422 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | HTTP://WWW.UGF.EDU/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1932 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | POST SECONDARY EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 492 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1666527 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1869557 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11358675 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12800111 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -224982 | InvestmentIncomePriorYear |
| Investment Income Current Year | 276272 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 959661 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2177284 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13759881 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17123224 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3073454 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4664677 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6908533 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6945080 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 259167 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6049721 | OtherExpensePriorYear |
| Other Expenses Current Year | 6524271 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16031708 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18134028 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2271827 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1010804 | RevenuesLessExpensesCY |
| Total Assets BOY | 16525811 | TotalAssetsBOY |
| Total Assets EOY | 18162170 | TotalAssetsEOY |
| Total Liabilities BOY | 6255520 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7568880 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10270291 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10593290 | NetAssetsOrFundBalancesEOY |
| Mission Description | None | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14619029 | Expense |
| Grants | 4664677 | Grants |
| Revenue | 15253667 | Revenue |
| Description | A LIBERAL ARTS UNIVERSITY PROVIDING HIGHER EDUCATIONSERVICES RESULTING IN BACHELOR AND MASTERS DEGREES. ENROLLMENT OF APPROXIMATELY 858 STUDENTS | Description |
| Total Program Service Expense | 14619029 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 105 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 492 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF GREAT FALLS Stacey Eve | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4067618210 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 20TH STREET SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59405 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KEVIN P CLARK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GLENN BLISS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL GEORGE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR DIANE LUND | |||||||
| FACULTY REPRESENTATIVE | 40.00 | X | 59819 | 0 | 0 | ||
| TOM HIER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TU-HI HONG MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT NOMMMENSENII | |||||||
| Chair | 1.00 | X | 0 | 0 | 0 | X | |
| TYLER L WILL MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT W WILSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN W LAWTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ED MATTEUCCI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETH MCFADDEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN MALLOY MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BISHOP MICHAEL WARFEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VINCENT PURPURA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RAY WAHLERT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EUGENE MCCALLISTER PHD | |||||||
| UNIVERSITY PRESIDENT | 40.00 | X | 160761 | 0 | 0 | X | |
| DANIEL K SULLIVAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREG TIERNEY MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| Barbara Byrne | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bennett Carter | |||||||
| DireCTOR | 1.00 | X | 0 | 0 | 0 | ||
| Tim Lightbourne | |||||||
| DirECTOR | 1.00 | X | 0 | 0 | 0 | ||
| Jack Mudd PhD | |||||||
| dIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| Roger Witt | |||||||
| dirECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD L MCDOWELL | |||||||
| PROVOST | 40.00 | 118977 | 0 | 0 | X | ||
| PEGGY L BOORD | |||||||
| vp OF FINANCE & ADMIN/SECR | 40.00 | 142799 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 482356 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUY TABACCO CONSTRUCTION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 25TH AVENUE NE | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION | DescriptionOfServices |
| Compensation | 863740 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 24235 | FundraisingEvents |
| Government Grants | 940652 | GovernmentGrants |
| All Other Contributions | 904670 | AllOtherContributions |
| Total Contributions | 1869557 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 12800111 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12800111 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12800111 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 276272 | TotalRevenueColumn |
| Related Or Exempt Function Income | 276272 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37198 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24235 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37198 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AUXILLIARIES | 611710 | 1834206 | 1834206 |
| OTHER | 611710 | 242798 | 242798 |
| direct loans revenue | 611710 | 100280 | 100280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2177284 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17123224 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15253667 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4664677 | Total |
| Program Services | 4664677 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482356 | Total |
| Program Services | 59819 | ProgramServices |
| Management And General | 422537 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5298345 | Total |
| Program Services | 4460961 | ProgramServices |
| Management And General | 640994 | ManagementAndGeneral |
| Fundraising | 196390 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1164379 | Total |
| Program Services | 618109 | ProgramServices |
| Management And General | 520453 | ManagementAndGeneral |
| Fundraising | 25817 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234441 | Total |
| Program Services | 213542 | ProgramServices |
| Management And General | 20319 | ManagementAndGeneral |
| Fundraising | 580 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14231 | Total |
| Program Services | 1748 | ProgramServices |
| Management And General | 12483 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21760 | Total |
| Management And General | 21760 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441834 | Total |
| Program Services | 201516 | ProgramServices |
| Management And General | 240294 | ManagementAndGeneral |
| Fundraising | 24 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222129 | Total |
| Program Services | 191120 | ProgramServices |
| Management And General | 30464 | ManagementAndGeneral |
| Fundraising | 545 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183120 | Total |
| Program Services | 169739 | ProgramServices |
| Management And General | 12447 | ManagementAndGeneral |
| Fundraising | 934 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 927 | Total |
| Program Services | 810 | ProgramServices |
| Management And General | 117 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1864106 | Total |
| Program Services | 1553062 | ProgramServices |
| Management And General | 307728 | ManagementAndGeneral |
| Fundraising | 3316 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 752020 | Total |
| Program Services | 634512 | ProgramServices |
| Management And General | 112428 | ManagementAndGeneral |
| Fundraising | 5080 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118820 | Total |
| Program Services | 80895 | ProgramServices |
| Management And General | 30888 | ManagementAndGeneral |
| Fundraising | 7037 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218610 | Total |
| Program Services | 848 | ProgramServices |
| Management And General | 217762 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 783912 | Total |
| Program Services | 516289 | ProgramServices |
| Management And General | 267623 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360607 | Total |
| Program Services | 359230 | ProgramServices |
| Management And General | 1377 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ASSESSMENTS | 326595 | 283902 | 34193 | 8500 |
| OTHER SUPPLIES | 194843 | 173001 | 18598 | 3244 |
| bad debt | 184743 | 13397 | 171346 | |
| miscellaneous | 152992 | 41396 | 110545 | 1051 |
| direct loans advanced | 100280 | 100280 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348301 | Total |
| Program Services | 280176 | ProgramServices |
| Management And General | 61476 | ManagementAndGeneral |
| Fundraising | 6649 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18134028 | Total |
| Program Services | 14619029 | ProgramServices |
| Management And General | 3255832 | ManagementAndGeneral |
| Fundraising | 259167 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122212 | BOY |
| EOY | 87610 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1035723 | BOY |
| EOY | 2042910 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 453319 | BOY |
| EOY | 400269 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506165 | BOY |
| EOY | 220071 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 735583 | BOY |
| EOY | 728481 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80741 | BOY |
| EOY | 94807 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18638 | BOY |
| EOY | 65380 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21094598 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13854484 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6621372 | BOY |
| EOY | 7240114 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5439016 | BOY |
| EOY | 5895697 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175531 | BOY |
| EOY | 1045786 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337511 | BOY |
| EOY | 341045 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16525811 | BOY |
| EOY | 18162170 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1192876 | BOY |
| EOY | 1003431 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 929075 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136049 | BOY |
| EOY | 1971176 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3991803 | BOY |
| EOY | 2755918 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 934792 | BOY |
| EOY | 909280 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6255520 | BOY |
| EOY | 7568880 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3633969 | BOY |
| EOY | 3349222 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206415 | BOY |
| EOY | 613187 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6429907 | BOY |
| EOY | 6630881 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10270291 | BOY |
| EOY | 10593290 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16525811 | BOY |
| EOY | 18162170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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) |
|---|---|---|
| Number Funds Held | 4 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 42418 | ContribToFundsAndOtherAccounts |
| Grants Funds And Other Accounts | 20000 | GrantsFundsAndOtherAccounts |
| Aggregate Fund Value | 731937 | AggregateFundValue |
| Disclosed Orgs Legal Control | 0 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 0 | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 81670 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8130022 | BeginningOfYearBalance |
| Contributions | 183908 | Contributions |
| Investment Earnings Or Losses | 184525 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 159417 | GrantsOrScholarships |
| End Of Year Balance | 8339038 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8050899 | BeginningOfYearBalance |
| Contributions | 211762 | Contributions |
| Investment Earnings Or Losses | -16891 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 131450 | GrantsOrScholarships |
| Administrative Expenses | 18080 | AdministrativeExpenses |
| End Of Year Balance | 8130022 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 150000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 67459 | OtherCostOrOtherBasis |
| Book Value | 217459 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10240371 | OtherCostOrOtherBasis |
| Depreciation | 5799481 | Depreciation |
| Book Value | 4440890 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 863450 | OtherCostOrOtherBasis |
| Depreciation | 310678 | Depreciation |
| Book Value | 552772 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6739042 | OtherCostOrOtherBasis |
| Depreciation | 6078359 | Depreciation |
| Book Value | 660683 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3034276 | OtherCostOrOtherBasis |
| Depreciation | 1665966 | Depreciation |
| Book Value | 1368310 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7240114 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH AND CASH EQUIVALENTS | 237617 | C |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 808169 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1045786 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATIONS UNDER CAPITAL LEASE | $20,840 |
| STUDENT DEPOSITS | $79,163 |
| US GOVERNMENT LOAN FUNDS REFUNDABLE | $809,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 909280 | TotalOfAmounts |
| Total Revenue | 17123224 | TotalRevenue |
| Total Expenses | 18134028 | TotalExpenses |
| Excess Or Deficit For Year | -1010804 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 196855 | NetUnrealizedGLOnInvestments |
| Other | $1,136,948 | OtherAmount |
| Total Adjustments | 1333803 | TotalAdjustments |
| Excess Or Deficit Per FS | 322999 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12655402 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 196855 | NetUnrealizedGainsInvestments |
| Other Revenues | -4664677 | OtherRevenues |
| Revenue Not Rptd F990 | -4467822 | RevenueNotRptdF990 |
| Revenue Subtotal | 17123224 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17123224 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13469351 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -4664677 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -4664677 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18134028 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18134028 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | the artwork donated to the university in fiscal year 2010 is a five panel depiction of the Lewis and clark expedition. each panel presents a different landscape and scene complete with the historic figures involved in the expedition. this artwork represents the courage of the explorers on their mission, and relates to the university's own corps of discovery program. the university's corps of discovery program pushes the limits of students and provides them with new perspectives - on life and self. physical challenges, like rafting on the missouri river, hone their team-building skills, while classroom activities, that guide them through their inner terrain in search of key principles, core values, students' life's purposes, and talents. | |
| Part V, Line 4: | SCHOLARSHIPS. | Description of Intended Use of Endowment Funds: |
| Part XI, Line 8 - Other Adjustments: | EXTRAORDINARY ITEM-RELATED PARTY DEBT REDUCTION: 1072000. Prior year restatement: 64948. | |
| Part XII, Line 2d - Other Adjustments: | SCHOLARSHIPS SHOWN AS REVENUE IN AUDIT: -4664677. DIRECT EXPENSES FOR FUNDRAISING AND GAMING ACTIVITIES: 0. | |
| Part XIII, Line 2d - Other Adjustments: | SCHOLARSHIPS SHOWN AS REVENUE IN AUDIT: -4664677. DIRECT EXPENSES FOR FUND RAISING GAMING ACTIVITIES: 0. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 0 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE UNIVERSITY RECEIVES GRANTS FROM GOVERNMENTAL AGENCIES WHICH ARE USED TO PROVIDE BOTH DIRECT AND INDIRECT ASSISTANCE TO STUDENTS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPORT EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 5850 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1100 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4750 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 7430 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1894 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BANQUETS/MEAL EVENTS | NameOfEvent2 |
| Gross Receipts Event2 | 52805 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 12620 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 40185 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 900 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 10348 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2233 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 58655 | GrossReceiptsTotal |
| Charitable Contributions Total | 13720 | CharitableContributionsTotal |
| Gross Revenue Total Events | 44935 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 900 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17778 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 4127 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 22805 | DirectExpenseSummaryEvents |
| Net Income Summary | 22130 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MT | StatesWhereGamingConducted |
| Licensed | 0 | Licensed |
| Explanation If No | No license is required. | ExplanationIfNo |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | stacey eve | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 20TH STREET SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Scholarships-Tution, Fees, Books, etc. | 753 | 4558071 | FMV | Scholarships are posted to the students accounts for use towards the cost of tuition, fees, textbooks, on campus housing and other education program costs. |
| Scholarships-Housing Allowance | 21 | 106606 | FMV | Direct Housing Allowances are granted to certain students who meet specific criteria. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE MCCALLISTER PHD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 160761 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | 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 | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 160761 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Reportable base compensation of the President and VP of Finance & Administration includes $18,000 and $5,000 respectively for housing allowances. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 30000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | reported by university | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | After completetion, the VP of Finance & Administration/CFO reviews prior to filing. | |
| Form 990, Part VI, Section B, line 12c | THE BOARD OF DIRECTORS IS ANNUALLY REQUIRED TO COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT TO PROVIDENCE HEALTH AND SERVICES. | |
| Form 990, Part VI, Section B, line 15 | THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES. COMPENSATION IS BASED UPON MARKET DATA GATHERED BY INDEPENDENT ORGANIZATIONS SUCH AS PROFESSIONAL PLACEMENT FIRMS AND OTHER HIGHER EDUCATION CONSULTANTS. OFFICERS AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE PRESIDENT AND DISCUSSED WITH THE BOARD OF TRUSTEES. COMPARABLE POSITIONS AT OTHER UNIVERSITIES ARE CONSIDERED AS WELL AS DATA COLLECTED FROM HIGHER EDUCATION REFERENCE ORGANIZATIONS SUCH AS THE CHRONICLE OF HIGHER EDUCATION AND CONSULTING FIRMS. | |
| Form 990, Part VI, Section C, line 18 | Form 990 is provided upon request. | |
| Form 990, Part VI, Section C, line 19 | Form 990 is provided upon request. | |
| form 990 part xi line 2c | ugf maintains a finance committee comprised of select board members and key staff. the finance committee assumes responsibility for making a recommendation to the full board for selection of the independent auditor and review of the audit. | oversight for audit |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (58 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Providence Health & Services - Washington | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 510216586 | Healthcare System | WA | 501(c)(3) | LIne 3 | N/A |
| Providence Health & Services - Oregon | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 510216587 | Healthcare System | OR | 501(c)(3) | LIne 3 | N/A |
| Providence Health & Services - So California | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 510216589 | Healthcare System | CA | 501(c)(3) | LIne 3 | N/A |
| Providence Everett Medical Center | |||||||||
| 1321 Colby Avenue | Everett | WA | 98201 | 910568303 | Healthcare | WA | 501(c)(3) | LIne 3 | N/A |
| Everett Transitional Care Services | |||||||||
| PO Box 1067 | Everett | WA | 982061067 | 943264605 | Transitional Care | WA | 501(c)(3) | LIne 9 | N/A |
| Providence Hospice & Home Care of Snohomish County | |||||||||
| 2731 Wetmore 500 | Everett | WA | 98201 | 911054828 | Hospice & Home Care | WA | 501(c)(3) | Line 7 | N/A |
| Hospice of Seattle | |||||||||
| 425 Pontius Avenue North Suite 300 | Seattle | WA | 98109 | 910968177 | Hospice & Palliative Care | WA | 501(c)(3) | Line 7 | N/A |
| Providence Oregon Management Corporation | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 930813977 | Shell Corporation | OR | 501(c)(3) | Line 1 | N/A |
| Providence Plan Partners | |||||||||
| 3601 SW Murray Blvd 10 | Beaverton | OR | 97005 | 911861964 | Healthcare Services | OR | 501(c)(3) | N/A | N/A |
| Providence Health Plan | |||||||||
| 3601 SW Murray Blvd 10 | Beaverton | OR | 97005 | 930863097 | Health Service Contractor | OR | 501(c)(3) | N/A | N/A |
| Providence Health Assurance | |||||||||
| 3601 SW Murray Blvd 10 | Beaverton | OR | 97005 | 550828701 | Medical Healthcare Provider | OR | 501(c)(3) | N/A | N/A |
| Providence Medical Institute | |||||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | 330283773 | Healthcare | CA | 501(c)(3) | Line 11/Type I | N/A |
| Little Company of Mary Ancillary Services Corporation | |||||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | 330844408 | Imaging Services | CA | 501(c)(3) | Line 9 | N/A |
| Providence Trinity Care Hospice | |||||||||
| 2601 Airport Dirve 230 | Torrance | CA | 90505 | 953264139 | Hospice | CA | 501(c)(3) | Line 9 | N/A |
| Providence Health System Housing | |||||||||
| 1801 Line Avenue SW 9016 | Renton | WA | 980579016 | 943230587 | Assisted Living | AK | 501(c)(3) | Line 9 | N/A |
| Lundberg Association | |||||||||
| 5921 E Burnside | Portland | OR | 97215 | 911562797 | Housing | OR | 501(c)(3) | Line 7 | N/A |
| St Luke Association | |||||||||
| 350 Washington Ave SE | Chehalis | WA | 98352 | 943176618 | Housing | WA | 501(c)(3) | Line 7 | N/A |
| Providence Blanchet Association | |||||||||
| 1700 Providence Pl | Centralia | WA | 98531 | 911789266 | Housing | WA | 501(c)(3) | Line 7 | N/A |
| Providence Rossi Association | |||||||||
| 1700 Providence Pl | Centralia | WA | 98531 | 311584166 | Housing | WA | 501(c)(3) | Line 9 | N/A |
| Providence St Francis Association | |||||||||
| 3415 12th Avenue NE | Olympia | WA | 98506 | 943244854 | Housing | WA | 501(c)(3) | Line 7 | N/A |
| Providence Peter Claver Association | |||||||||
| 7101 38th Avenue South | Seattle | WA | 98118 | 311629656 | Housing | WA | 501(c)(3) | Line 7 | N/A |
| Providence St Elizabeth House Association | |||||||||
| 3201 SW Graham St | Seattle | WA | 98126 | 912171539 | Housing | WA | 501(c)(3) | Line 7 | N/A |
| Providence Gamelin House Association | |||||||||
| 4515 MLK Jr Way S Suite 200 | Seattle | WA | 98108 | 311744654 | Housing | WA | 501(c)(3) | Line 7 | N/A |
| The Gamelin Association | |||||||||
| 312 North Fourth St | Yakima | WA | 98901 | 911180824 | Housing | WA | 501(c)(3) | Line 1 | N/A |
| The Gamelin Oregon Association | |||||||||
| 5520 NE Glisan | Portland | OR | 97213 | 911214491 | Housing | OR | 501(c)(3) | Line 9 | N/A |
| The Gamelin California Association | |||||||||
| 540 23rd St | Oakland | CA | 94612 | 911293869 | Housing | CA | 501(c)(3) | Line 9 | N/A |
| Gamelin Washington Association | |||||||||
| 1423 First Avenue | Seattle | WA | 98101 | 201910170 | Housing | WA | 501(c)(3) | Line 7 | N/A |
| Providence Foundation | |||||||||
| 1801 Line Avenue SW | Renton | WA | 980579016 | 943078543 | Support PH&S Institutions | WA | 501(c)(3) | Line 11/Type I | N/A |
| Providence Alaska Foundation | |||||||||
| 3300 Providence Drive - B Tower 2 | Anchorage | AK | 99508 | 920093565 | Support PHS-Alaska | AK | 501(c)(3) | Line 11/Type I | N/A |
| Providence St Peter Foundation | |||||||||
| 413 Lilly Road NE | Olympia | WA | 985065166 | 911097056 | Support Affiliated Tax-Exempt Organization | WA | 501(c)(3) | Line 7 | N/A |
| Providence Health Care Foundation (Centralia) | |||||||||
| 914 S Scheuber Road | Centralia | WA | 98531 | 911433382 | Support Providence Centralia Hospital | WA | 501(c)(3) | LIne 7 | N/A |
| Providence Mount St Vincent Foundation | |||||||||
| 4831-35th Avenue SW | Seattle | WA | 981262799 | 911188119 | Support Providence Mount St. Vincent | WA | 501(c)(3) | Line 7 | N/A |
| Providence Marianwood Foundation | |||||||||
| 3725 Providence Point Dr SE | Issaquah | WA | 980297219 | 931554288 | Support Providence Marianwood | WA | 501(c)(3) | Line 11/Type I | N/A |
| Providence Newberg Health Foundation | |||||||||
| 1001 Providence Drive | Newberg | OR | 97132 | 930889144 | Support Providence Newberg Medical Center | OR | 501(c)(3) | Line 7 | N/A |
| Providence Seaside Hospital Foundation | |||||||||
| 725 S Wahanna Road | Seaside | OR | 97138 | 930927320 | Support Providence Seaside Hospital | OR | 501(c)(3) | Line 7 | N/A |
| Providence Community Health Foundation | |||||||||
| 1111 Crater Lake Avenue | Medford | OR | 97504 | 930692907 | Support Providence Medford Medical Center | OR | 501(c)(3) | Line 7 | N/A |
| Providence Benedictine Nursing Center | |||||||||
| 540 South Main St | Mt Angel | OR | 973629532 | 911940286 | Support Providence Benedictine Nursing Center | OR | 501(c)(3) | Line 7 | N/A |
| Providence Portland Medical Foundation | |||||||||
| 4805 NE Glisan St | Portland | OR | 972132967 | 931231494 | Support Providence Portland Medical Center | OR | 501(c)(3) | Line 7 | N/A |
| Provicence St Vincent Medical Foundation | |||||||||
| 9205 SW Barnes Road | Portland | OR | 97225 | 930575982 | Support Providence St. Vincent Medical Center | OR | 501(c)(3) | Line 7 | N/A |
| Providence Milwaukie Foundation | |||||||||
| 10150 SE 32nd | Milwaukie | OR | 97222 | 943079515 | Support Providence Milwaukie Hospital | OR | 501(c)(3) | LIne 7 | N/A |
| Providence Child Center Foundation | |||||||||
| 830 NE 47th | Portland | OR | 97213 | 930800140 | Support Providence Child Center | OR | 501(c)(3) | Line 7 | N/A |
| Providence Hood River Memorial Hospital Foundation INc | |||||||||
| 811 13th St | Hood River | OR | 97031 | 930921990 | Support Providence Hood River Memorial Hospital | OR | 501(c)(3) | Line 7 | N/A |
| Providence TrinityCare Hospice Foundation | |||||||||
| 2601 Airport Drive 230 | Torrance | CA | 90505 | 330261016 | Support TrinityCare Hospice | CA | 501(c)(3) | Line 7 | N/A |
| Little Company of Mary Community Health Foundation | |||||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | 510224944 | Support Little Company of Mary Service Area | CA | 501(c)(3) | Line 7 | N/A |
| PH&S FoundationSFVSA & SCVSA | |||||||||
| 501 S Buena Vista Street | Burbank | CA | 91505 | 953544877 | Support Program & Activities of SFVSA & SCVSA | CA | 501(c)(3) | Line 7 | N/A |
| Providence Hospice of Seattle Foundation | |||||||||
| 425 Pontius Ave N Suite 300 | Seattle | WA | 981095452 | 912077378 | Support Hospice of Seattle | WA | 501(c)(3) | Line 11/Type I | N/A |
| Providence Holy Cross Foundation (Final Eff 103108) | |||||||||
| 501 S Buena Vista Street | Burbank | CA | 915054809 | 954838458 | Support Providence Holy Cross Medical Center | CA | 501(c)(3) | Line 7 | N/A |
| The John Gabriel Ryan Associatioin | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 911303277 | Healthcare | WA | 501(c)(3) | Line 3 | N/A |
| Providence Health Care | |||||||||
| 101 W 8th Avenue TAF C-9 | Spokane | WA | 99220 | 911211963 | Healthcare System | WA | 501(c)(3) | Line 3 | N/A |
| Providence Health & Services | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 911549796 | Shell Corporation | WA | 501(c)(3) | LIne 11/Type I | N/A |
| St Patrick Hospital and Health Sciences Center | |||||||||
| 500 W Broadway PO Box 4587 | Missoula | MT | 598064587 | 810231793 | Healthcare | MT | 501(c)(3) | Line 3 | N/A |
| St Mary Medical Center | |||||||||
| PO Box 1477 | Walla Walla | WA | 99362 | 910564994 | Healthcare | WA | 501(c)(3) | LIne 3 | N/A |
| St Joseph Hospital Corporation | |||||||||
| PO Box 1010 | Polson | MT | 598601010 | 810463482 | Healthcare | MT | 501(c)(3) | Line 3 | N/A |
| St Thomas Child and Family Center | |||||||||
| 1710 Benefis Court | Great Falls | MT | 59405 | 810233495 | Early Childhood Education | MT | 501(c)(3) | Line 1 | N/A |
| Sisters of Providence of Montana Corporation | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 262612415 | Shell Corporation | MT | 501(c)(3) | LIne 1 | N/A |
| Sacred Heart Children's Foundation | |||||||||
| PO Box 2555 | Spokane | WA | 99220 | 320014330 | Support Sacred Heart Children's Hospital | WA | 501(c)(3) | LIne 7 | N/A |
| St Patrick Hospital and Health Foundation | |||||||||
| 500 W Broadway PO Box 4587 | Missoula | MT | 598064587 | 237056976 | Support Healthcare in Western Montana | MT | 501(c)(3) | Line 7 | N/A |
| Eastern WA & MT Unemployment Compensation Insurance Trust | |||||||||
| 1801 Lind Avenue SW 9016 | Renton | WA | 980579016 | 911082119 | Unemployment Benefits | WA | 501(c)(3) | Line 11/Type I | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| Providence Ventures | |||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | 330122216 | Investment | CA | C |
| Caron Health Corporation | |||||||
| 510 W Front St | Missoula | MT | 59802 | 810486082 | Medical Physician Service | MT | C |
| Providence Health Care Ventures | |||||||
| 101 W 8th Ave TAF C-9 | Spokane | WA | 99204 | 900155714 | Clinical/Medical Lab | WA | C |
| yakima medical arts inc | |||||||
| 611 n perry 100 | spokane | WA | 99202 | 910787963 | Rental Real Estate | WA | C |
| Providence Physicians Services Co | |||||||
| 101 w 8th Ave TAF C-9 | spokane | WA | 99204 | 911216033 | Clinical/Medical Lab | WA | |
| bourget health services inc | |||||||
| po Box 2687 | spokane | WA | 99220 | 911354431 | Clinical/Medical Lab | WA | C |
| 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 | 1 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Providence Health & Services - Washington | |
| E | 1500000 |
| Providence Health & Services - Washington | |
| K | 230129 |
| Sisters of Providence of Montana Corporation | |
| N | 79357 |
| Providence Health & Services - Washington | |
| R | 1072000 |
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