2024-10-29T13:56:25-05:00 2024-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990 2023-07-01 816019529 UNIVERSITY OF MONTANA ALUMNI ASSOCIATION UNIV 4062435211 THE UNIVERSITY OF MONTANA MISSOULA MT 59812 LEANN S LAYTON DIRECTOR OF ALUMNI RELATIONS 4062435211 2024-10-23 1 0 DREW RIEKER CPAABV P01372762 4065494148 2024-10-02 2023 2024-10-15 13:58:12Z LEANN S LAYTON BRANTLY HALL MISSOULA MT 59812 312712 0 X WWW.GRIZALUM.ORG X 1901 MT THE UNIVERSITY OF MONTANA ALUMNI ASSOCIATION NURTURES LIFELONG RELATIONSHIPS BETWEEN ALUMNI AND THE UNIVERSITY, THE UNIVERSITY WITH ALUMNI AND ALUMNI WITH EACH OTHER. THE ASSOCIATION SERVES ALUMNI WORLDWIDE, AND ALL ALUMNI ARE MEMBERS. 21 21 0 99 0 0 264857 98517 22931 196398 0 1246 15450 16551 303238 312712 0 0 38546 20351 0 0 0 0 0 139991 170418 178537 190769 124701 121943 1544821 1837522 0 88880 1544821 1748642 THE UNIVERSITY OF MONTANA ALUMNI ASSOCIATION NURTURES LIFELONG RELATIONSHIPS BETWEEN ALUMNI AND THE UNIVERSITY, THE UNIVERSITY WITH ALUMNI AND ALUMNI WITH EACH OTHER. THE ASSOCIATION SERVES ALUMNI WORLDWIDE, AND ALL ALUMNI ARE MEMBERS. 0 0 139835 196398 ACTIVITIES SUCH AS HOMECOMING, INTERNATIONAL TRAVEL, SOCIAL GATHERINGS, COMMENCEMENT ACTIVITIES, CAREER NETWORKING/COMMUNITY/TRAINING/SOCIALS AND AFFINITY REUNIONS TO PROMOTE AND SUPPORT THE UNIVERSITY OF MONTANA. 139835 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 4062435211 THE UNIVERSITY OF MONTANA MISSOULA MT 59812 X LEANN LAYTON DIRECTOR OF ALUMNI RELATIO 40.00 X 0 0 0 JODI MOREAU ASSOCIATE DIRECTOR 40.00 X 0 0 0 ERIN BILLINGS CHAIR 2.00 X X 0 0 0 SEAN MORRISON VICE CHAIR 2.00 X X 0 0 0 KRIS KLOSER EX-OFFICIO 2.00 X X 0 0 0 LILLIAN ALVERNAZ DIRECTOR 2.00 X 0 0 0 VANESSA BUCKLIN DIRECTOR 2.00 X 0 0 0 BRYAN COLLETTE DIRECTOR 2.00 X 0 0 0 LISA DEFORS DIRECTOR 2.00 X 0 0 0 JEFF EDMUNDS DIRECTOR 2.00 X 0 0 0 WILL KELLOGG DIRECTOR 2.00 X 0 0 0 JOSH PETERS-MCBRIDE DIRECTOR 2.00 X 0 0 0 TIM MCCUE DIRECTOR 2.00 X 0 0 0 TOM MELLOR DIRECTOR 2.00 X 0 0 0 JEFF NORTHCUTT DIRECTOR 2.00 X 0 0 0 SIRI SMILLIE DIRECTOR 2.00 X 0 0 0 MANDY SMOKER-BROADDUS DIRECTOR 2.00 X 0 0 0 PAIGE SPALDING DIRECTOR 2.00 X 0 0 0 EMILY FERGUSON-STEGER DIRECTOR 2.00 X 0 0 0 SCOTT WHEELER DIRECTOR 2.00 X 0 0 0 PETER KNOX DIRECTOR 2.00 X 0 0 0 MOLLY RICHARDSON DIRECTOR 2.00 X 0 0 0 MARLEY TANNER DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 40388 58129 98517 REGISTRATION FEES 713990 196398 196398 196398 1246 1246 16551 16551 312712 196398 0 17797 20351 20351 9064 254 8810 40 40 14760 14600 160 482 482 18488 16658 1830 1871 1871 2778 2778 2897 1119 1778 OTHER EXPENSES 67442 66542 900 MEALS AND ENTERTAINMENT 25059 16801 8258 UM FOUNDATION ADMIN COS 23296 23296 BANK FEES 4031 4031 210 210 190769 139835 50934 0 295626 426756 242026 298212 138 138 99990 2778 0 97212 1007031 1015204 1544821 1837522 88880 0 88880 X 537790 733438 1007031 1015204 1544821 1748642 1544821 1837522 121943 81878 0 X 0 0 0 X 97347 72930 80348 175845 87200 513670 97347 72930 80348 175845 87200 513670 513670 27418 19450 19987 15450 16551 98856 612526 270286 0.83860 0.70690 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DISTRIBUTION FROM TRUST DATE: 12/15/23 AMOUNT: 11317. SCHEDULE A - IDENTIFICATION OF UNUSUAL GRANTS THE ORGANIZATION CONSIDERED THE FOLLOWING FACTORS OUTLINED IN TREASURY REGULATIONS SECTION 1.170A-9(F)(6)(II) IN ITS DECISION TO CLASSIFY THE CONTRIBUTIONS IDENTIFIED AS UNUSUAL GRANTS: -THE CONTRIBUTION WAS ATTRACTED DUE TO THE ORGANIZATION'S PUBLICLY SUPPORTED NATURE; -THE CONTRIBUTION WAS UNUSUAL DUE TO THE AMOUNT AND UNEXPECTED FROM THE DONOR; -THE CONTRIBUTION MAY BE LARGE ENOUGH TO ENDANGER THE ORGANIZATION'S STATUS AS NORMALLY MEETING THE 33 1/3% PUBLIC SUPPORT TEST. ADDITIONALLY THE ORGANIZATION CONSIDERED THE FOLLOWING FACTORS OUTLINED IN TREASURY REGULATIONS SECTION 1.509(A)-3(C)(4): -THE CONTRIBUTION WAS NOT MADE BY A PERSON WHO CREATED THE ORGANIZATION, HAD PREVIOUSLY CONTRIBUTED A SUBSTANTIAL PART OF ITS SUPPORT OR ENDOWMENT, STOOD IN A POSITION OF AUTHORITY WITH RESPECT TO THE ORGANIZATION, DIRECTLY OR INDIRECTLY EXERCISED CONTROL OVER THE ORGANIZATION, OR WAS IN A RELATIONSHIP DESCRIBED IN IRC SECTION 4946(A)(1)(C) THROUGH 4946(A)(1)(G) WITH SOMEONE LISTED IN THE PREVIOUSLY DESCRIBED POINTS; - THE CONTRIBUTION WAS POSTHUMOUS; -PROCEEDS WERE RECEIVED BY THE ORGANIZATION IN THE FORM OF CASH WHICH FURTHERS THE EXEMPT PURPOSES OF THE ORGANIZATION; -PRIOR TO THE RECEIPT OF THE CONTRIBUTION, THE ORGANIZATION HAS CARRIED ON AN ACTUAL PROGRAM OF PUBLIC SOLICITATION AND EXEMPT ACTIVITIES AND HAS BEEN ABLE TO ATTRACT A SIGNIFICANT AMOUNT OF PUBLIC SUPPORT; -THE ORGANIZATION REASONABLY EXPECTS TO ATTRACT A SIGNIFICANT AMOUNT OF PUBLIC SUPPORT AFTER THE RECEIPT OF THE CONTRIBUTION; -PRIOR TO THE RECEIPT OF THE CONTRIBUTION, THE ORGANIZATION HAS MET THE ONE-THIRD SUPPORT TEST DESCRIBED IN SECTION 1.509(A)-3(A)(2) WITHOUT THE BENEFIT OF ANY EXCLUSIONS OF UNUSUAL GRANTS PURSUANT TO SECTION 1.509-3(C)(3); -THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY COMPRISED OF PERSONS HAVING A SPECIAL KNOWLEDGE IN THE PARTICULAR FIELD IN WHICH THE ORGANIZATION IS OPERATING AS DESCRIBED IN SECTION 1.509(A)-3(D)(3)(I). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99990 2778 97212 97212 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION SELLS MEMBERSHIPS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION ELECTS A GOVERNING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE GOVERNING BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE OPENING OF EACH MEETING, A REQUEST IS MADE BY THE BOARD CHAIR ASKING ABOUT ANY NEW CONFLICTS OF INTEREST. DIRECTORS DISCLOSE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT DIRECTLY HIRE OR RETAIN EMPLOYEES. THE ORGANIZATION IS STAFFED BY THE DIRECTOR OF ALUMNI RELATIONS AT THE UNIVERSITY OF MONTANA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICE UPON REQUEST.