2011-02-08T07:26:48-08:00 2010-06-30 990 2009-07-01 810362989 The University of Montana Foundation UNIV 4062432593 600 Connell Avenue Missoula MT 59812 Keith Kuhn 2011-02-08 2009 2016-02-24 21:20:13Z 44071705 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. 43 42 110 43 0 -30832 15241395 8732386 380000 400000 2877568 2821488 1548408 1018713 20047371 12972587 22713198 9877118 0 3394273 2908006 0 1947868 8120916 4767265 34228387 17552389 -14181016 -4579802 142263990 150792290 21625759 21303860 120638231 129488430 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 5664484 3053920 To provide academic and institutional support for The University of Montana's programs, and projects. 3864615 3020858 To provide support for The University of Montana's capital projects. 3857300 3823035 To provide scholarship and awards to The University of Montana students. 13386399 true true false true false true false false false true true true false false false false false false false true true false true false true false false false false false false false false false false true true true false false false true false false false true 152 0 true 110 false true true true CJ false false false true true false false false 1 false false false true false false false false 43 42 false false false false false false false true true false false false true true true true true true true true false false WA CA X X Jamie Stanton 4062432593 600 Connell Avenue Missoula MT 59812 William Brodsky 0. X 0 0 0 William Beecher 0. X 0 0 0 Warren Wilcox 0. X 0 0 0 Tony Wertz 0. X 0 0 0 Tim O'Leary 0. X 0 0 0 Rockwood Brown 0. X 0 0 0 Robert Seim 0. X 0 0 0 Richard Thomas 50.00 X 120788 0 12183 Richard Ford 0. X 0 0 0 Mike McDonough 0. X 0 0 0 Mike Covey 0. X 0 0 0 Mickey Sogard 0. X 0 0 0 Michael O'Neill 0. X 0 0 0 Matthew Levitan 0. X 0 0 0 Mary Olson 0. X 0 0 0 Marva Christian 0. X 0 0 0 Marlys Barrett 0. X 0 0 0 Mark Matsko 0. X 0 0 0 Mark Cole 0. X 0 0 0 Mark Burnham 0. X 0 0 0 Marie Seidl 0. X 0 0 0 Mack Clapp 0. X 0 0 0 Lyle Knight 0. X 0 0 0 Lyle Glascock 0. X 0 0 0 Louise Krumm 0. X 0 0 0 Leon Washut 0. X 0 0 0 Lauren Descamps 0. X 0 0 0 Laura Brehm 50.00 X X 182469 0 15046 Kent Price 0. X 0 0 0 Keith Kuhn 50.00 X 124718 0 16004 Karen Kracher 0. X 0 0 0 Joesph Whittinghill 0. X 0 0 0 Joanne Ritvo 0. X 0 0 0 Jim Cote 0. X 0 0 0 Jerry Norskog 0. X 0 0 0 James Mountain 0. X 0 0 0 James Jones 0. X 0 0 0 Jack Russell 0. X 0 0 0 Grant Schermer 0. X 0 0 0 Gerhard Von de Ruhr 0. X 0 0 0 Gary Chumrau 0. X 0 0 0 Ellen Calnan 50.00 X 49670 0 8137 Dick Dailey 0. X 0 0 0 Dana Wier 50.00 X 140975 0 6561 Corey Edens 0. X 0 0 0 Bruce Flynn 0. X 0 0 0 Bruce Crocker 0. X 0 0 0 Ann Miller 0. X 0 0 0 618620 57931 4 false true false 0 218701 74131 8439554 1321367 8732386 Contract Agreement UM 900099 400000 400000 400000 2929683 2929683 0 0 0 30814379 30922574 -108195 -108195 -108195 367836 74131 151325 216511 216511 38901 25219 13682 13182 0 Misc Revenue 347856 347856 Admin Fee Revenue 440664 440664 788520 12972587 4239701 9877118 9877118 0 0 0 554793 316589 238204 0 1831423 780040 1051383 92257 41602 50655 243050 117320 125730 186483 84278 102205 0 29703 11329 17674 700 36204 21 36183 0 0 56028 56028 441399 327668 35271 78460 73192 57307 467 15418 1505361 1373780 97145 34436 99464 21173 78099 192 0 143897 2957 140940 411919 276267 24497 111155 0 46870 33865 6034 6971 19648 19648 0 103357 103357 15882 875 15007 Uncollectible Pledges 189269 38 189231 Printing and Publications 62137 22717 15178 24242 Other Expense 219047 190852 8540 19655 Furniture and Equipment 754924 754924 Entertainment 487207 403938 14505 68764 71757 11922 40137 19698 17552389 13386399 2218122 1947868 500 500 8455947 7441425 13495699 10211923 0 0 0 541575 216518 0 24628 50788 5308048 1358220 4074184 3949828 96064321 103152285 18803224 24967271 0 0 803912 801752 142263990 150792290 603075 497870 123140 20899544 20805990 21625759 21303860 X -4860357 -25311 39110013 38070332 86388575 91443409 120638231 129488430 142263990 150792290 X false true true X false false X 18961937 14031943 30712412 15358283 8732386 87796961 0 0 18961937 14031943 30712412 15358283 8732386 87796961 15304514 72492447 2813458 3553386 4417561 3638218 2929683 17352306 0 812058 1188500 1115905 1776403 1195262 6088128 111237395 0.65170 0.74450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 4043 false false 4043 false false 3 9 195383 5064 222383 352389 430303 true true 100698467 2918659 15072763 -1017678 -1807798 -2089521 113774893 128733702 4935121 -25673303 -3967558 -1681143 -1648352 100698467 0.03000 0.90000 0.07000 true false false 1097609 1097609 3852000 1040040 2811960 358439 318180 40259 3949828 24967271 Liabilities to External Beneficiaries 2909791 Custodial Funds 17896199 20805990 12972587 17552389 -4579802 10771509 2179839 12951348 8371546 26665641 11330170 2186340 13516510 13149131 -176544 -176544 12972587 17815442 263053 263053 17552389 17552389 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Payment to Beneficiaries $86509 Fundraising and Gaming Direct Expenses $176544 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 Reclassification of net assets $2179839 Gain on sale of asset $6501 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Reclassification of net assets $2179839 Gain on sale of assets $0 Payments to Beneficiaries $ -0 X X X X X false Auction 177172 177172 300 48724 Auction/Golf Tournament 93173 5525 87648 33367 4 171622 68606 103016 5187 1749 61998 441967 74131 367836 300 5187 1749 144089 151325 216511 false false 38901 6100 3459 15660 false 38901 6100 3459 15660 25219 13682 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 9897813 0 University Support 0 1 X X X true false false false false false false false false false Laura Brehm 182469 15046 197515 Trustee Lyle Knight CEO First Interstate Bank 24793 Fees on Bank Accounts false Trustee Lyle Knight CEO First Interstate Bank 364610 Interest/Dividend on Acct false X 14 325124 FMV X 1 23400 Opinion of Exp X 77 542900 FMV X 8 6459 FMV X See Notes 66 407633 FMV X Alcohol 6 10474 FMV X Advertising 3 5377 FMV 6 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 Note1 Schedule M - 990Due to a programming error, under gifts and grants, Property Types, "Other"you can only add three lines, so to see the breakdown of "See Notes" 3, 66, $407,632.66Auction Items 21 Gifts $703.00Car Rentals 3 Gifts $3,917.00Equipment 5 Gifts $10,816.00Lodging 16 Gifts $13,186.66Furnishings 1 Gifts $331,680.00Printing 5 Gifts $12,272.00Software 4 Gifts $23,787.00Supplies 11 Gifts $11,271.00Totals 66 $407,632.66 The University of Montana 32 Campus Drive Missoula MT 59812 816001713 Higher Education MT 115(1) NA true true false false false false false false false true true false false false false false true false The University of Montana q 778467 The University of Montana k 400000 The University of Montana j 140940 The University of Montana b 9926972 The University of Montana a 26815