Nonprofit · EIN 81-0362989
UNIVERSITY OF MONTANA FOUNDATION
Tax-exempt · MISSOULA, MT 59807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $58,672,838 | $54,202,004 | $4,470,834 | $459,117,547 | $55,991,891 | $403,125,656 |
| June 30, 2024 | 990 | $59,044,285 | $38,944,158 | $20,100,127 | $424,989,549 | $52,313,722 | $372,675,827 |
| June 30, 2023 | 990 | $33,477,321 | $35,180,976 | -$1,703,655 | $377,569,208 | $44,725,643 | $332,843,565 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $43,931,790
- Membership dues
- $1,210,320
- Program service revenue
- $1,035,710
- Investment income
- $12,584,025
- Royalties
- $1,654
- Net gain from sales of assets
- $8,071,450
- Net income from fundraising events
- $102,321
- Other revenue
- $1,121,313
Expenses
- Grants and similar amounts paid
- $42,987,433
- Compensation of officers, directors and key employees
- $1,225,938
- Other salaries and wages
- $4,963,711
- Salaries, compensation and benefits (total)
- $8,123,878
- Professional fundraising fees
- $207,956
- Legal fees
- $45,147
- Accounting fees
- $132,622
- Occupancy
- $301,565
- Travel
- $107,730
- Depreciation
- $87,367
- Program services (functional)
- $42,991,879
- Management and general (functional)
- $6,877,286
- Fundraising (functional)
- $4,332,839
Balance sheet and other
- Total assets, start of year
- $424,989,549
- Total assets, end of year
- $459,117,547
- Total liabilities, end of year
- $55,991,891
- Net assets, end of year
- $403,125,656
- Land, buildings and equipment
- $297,681
- Publicly traded securities
- $114,971,738
- Net assets without donor restrictions
- $13,968,761
- Net assets with donor restrictions
- $389,156,895
- Gross unrelated business income
- -$266,180
- Gross receipts
- $320,787,658
- Employees
- 80
- Volunteers
- 29
- Year formed
- 1950
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAMS CYNTHIA | PRESIDENT & CEO Officer | 40 | $387,411 | $56,417 |
| STANTON JAMIE | CHIEF FINANCE AND OPERATIONS OFFICER Officer | 40 | $214,242 | $47,092 |
| JENNINGS TRACEY | VP OF DEVELOPMENT Key employee | 40 | $170,712 | $30,602 |
| REARDON BRAD | VP OF INFORMATION SYSTEMS Key employee | 40 | $151,366 | $40,169 |
| RUE HEATHER | VP OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $131,476 | $38,036 |
| KEENAN ERIN | AVP OF DEVELOPMENT Highest-paid employee | 40 | $121,507 | $21,677 |
| HAMBLIN JOANN | DIRECTOR OF BUSINESS INTELLIGENCE Highest-paid employee | 40 | $114,411 | $25,019 |
| JANOSKO JEFFREY | SENIOR DIRECTOR OF PRINCIPAL GIFT Highest-paid employee | 40 | $111,050 | $26,484 |
| THIGPEN HELEN C | GENERAL COUNSEL Highest-paid employee | 40 | $114,479 | $16,929 |
| MACLEAN JACOB | BOARD SECRETARY Officer | 40 | $60,069 | $16,994 |
| BARLOW DIANE | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| WINSLOW STEVE | BOARD VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| BRONSON ROBERT | BOARD TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| ALVAREZ ALINA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDERSEN ZAK | TRUSTEE Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAHLS STEVE | TRUSTEE Trustee or director | 1 | $0 |
| BRENNER BILL | TRUSTEE Trustee or director | 1 | $0 |
| BURKE JOHN | TRUSTEE Trustee or director | 1 | $0 |
| DAHL BOBBI | TRUSTEE Trustee or director | 1 | $0 |
| DAVIDSON ANDREW | TRUSTEE Trustee or director | 1 | $0 |
| DOWLING SCOTT | TRUSTEE Trustee or director | 1 | $0 |
| EBERLING KATHY | TRUSTEE Trustee or director | 1 | $0 |
| FRANKE PAIGE | TRUSTEE Trustee or director | 1 | $0 |
| GILDER BRITNEY | TRUSTEE Trustee or director | 1 | $0 |
| GLEASON MAGGIE | TRUSTEE Trustee or director | 1 | $0 |
| GRILLS DENISE | TRUSTEE Trustee or director | 1 | $0 |
| ISERN JENNIFER | TRUSTEE (THROUGH 10/24) Trustee or director | 1 | $0 |
| JAMES DOUG | TRUSTEE Trustee or director | 1 | $0 |
| LEVITAN MATT | TRUSTEE Trustee or director | 1 | $0 |
| MCCORMICK TONY | TRUSTEE Trustee or director | 1 | $0 |
| MCGUIRE COLLEEN | TRUSTEE Trustee or director | 1 | $0 |
| MONAHAN JOE | TRUSTEE (THROUGH 10/24) Trustee or director | 1 | $0 |
| NONNENMACHER MARK | TRUSTEE Trustee or director | 1 | $0 |
| ROBINSON OWEN | TRUSTEE (THROUGH 10/24) Trustee or director | 1 | $0 |
| ROTH RICH | TRUSTEE (THROUGH 10/24) Trustee or director | 1 | $0 |
| ROWE BOB | TRUSTEE Trustee or director | 1 | $0 |
| STREICH JOHN | TRUSTEE Trustee or director | 1 | $0 |
| SWAN JON | TRUSTEE Trustee or director | 1 | $0 |
| URSICH KURT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAMS CYNTHIA | PRESIDENT & CEO Officer | 40 | $346,543 | $54,515 |
| STANTON JAMIE | CHIEF FINANCE AND OPERATIONS OFFICER Officer | 40 | $200,830 | $46,232 |
| JENNINGS TRACEY | VP OF DEVELOPMENT Key employee | 40 | $160,160 | $31,926 |
| REARDON BRAD | VP OF INFORMATION SYSTEMS Highest-paid employee | 40 | $140,886 | $40,216 |
| RUE HEATHER | VP OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $127,953 | $38,704 |
| KEENAN ERIN | AVP OF DEVELOPMENT Highest-paid employee | 40 | $111,823 | $29,699 |
| JANOSKO JEFFREY | SENIOR DIRECTOR OF PRINCIPAL GIFT Highest-paid employee | 40 | $108,583 | $23,604 |
| HAMBLIN JOANN | DIRECTOR OF BUSINESS INTELLIGENCE Highest-paid employee | 40 | $106,945 | $24,005 |
| MACLEAN JACOB | BOARD SECRETARY Officer | 40 | $58,725 | $28,405 |
| JAMES DOUG | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| BARLOW DIANE | BOARD VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| WINSLOW STEVE | BOARD TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| ALVAREZ ALINA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDERSEN ZAK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BAHLS STEVE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRENNER BILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRONSON ROBERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURKE JOHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAHL BOBBI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVIDSON ANDREW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOWLING SCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EBERLING KATHY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANKE PAIGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GILDER BRITNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GLEASON MAGGIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRILLS DENISE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ISERN JENNIFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEMCKE TOM | TRUSTEE (THROUGH 9/23) Trustee or director | 1 | $0 | $0 |
| LEVITAN MATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MCGUIRE COLLEEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MONAHAN JOE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MURRAY JIM | TRUSTEE (THROUGH 9/23) Trustee or director | 1 | $0 | $0 |
| NONNENMACHER MARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBINSON OWEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROTH RICH | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| ROWE BOB | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STREICH JOHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SWAN JON | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAMS CYNTHIA | PRESIDENT & CEO Officer | 40 | $284,531 | $48,816 |
| STANTON JAMIE | CHIEF FINANCE AND OPERATIONS OFFICER Officer | 40 | $182,942 | $42,517 |
| JENNINGS TRACEY | VP OF DEVELOPMENT Highest-paid employee | 40 | $149,167 | $27,633 |
| REARDON BRAD | VP OF INFORMATION SYSTEMS Highest-paid employee | 40 | $127,800 | $36,452 |
| RUE HEATHER | VP OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $126,543 | $33,150 |
| ERIN KEENAN | AVP OF DEVELOPMENT Highest-paid employee | 40 | $101,563 | $27,249 |
| MACLEAN JACOB | BOARD SECRETARY Officer | 40 | $57,903 | $20,559 |
| JAMES DOUG | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| BARLOW DIANE | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| WINSLOW STEVE | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| ALVAREZ ALINA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDERSEN ZAK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BALDOCK JANE | TRUSTEE (THRU 9/22) Trustee or director | 1 | $0 | $0 |
| BRENNER BILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRONSON ROBERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURKE JOHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAHL BOBBI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVIDSON ANDREW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOWLING SCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EBERLING KATHY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANKE PAIGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GILDER BRITNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GLEASON MAGGIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRILLS DENISE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HANDLEY KAYREEN | TRUSTEE (THRU 9/22) Trustee or director | 1 | $0 | $0 |
| ISERN JENNIFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEMCKE TOM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEVITAN MATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MCGUIRE COLLEEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MONAHAN JOE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MURRAY JIM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NONNENMACHER MARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETERSON SUZANNE | TRUSTEE (THRU 9/22) Trustee or director | 1 | $0 | $0 |
| ROBINSON OWEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROTH RICH | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| ROWE BOB | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STREICH JOHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SWAN JON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VANSICKLE BILL | TRUSTEE (THRU 9/22) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7159, MISSOULA, MT 59807-7159
- Principal officer (990 for 2024)
- CINDY WILLIAMS, PO BOX 7159, MISSOULA, MT 59807
- Signed the 990
- JAMIE STANTON, CFO
- Phone
- (406) 243-7442
- Website
- WWW.SUPPORTUM.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE UNIVERSITY OF MONTANA FOUNDATION INSPIRES PHILANTHROPIC SUPPORT TO ENHANCE EXCELLENCE AND OPPORTUNITY AT THE UNIVERSITY OF MONTANA.
Program accomplishments
- TO PROVIDE ACADEMIC AND INSTITUTIONAL SUPPORT FOR THE UNIVERSITY OF MONTANA'S PROGRAMS AND PROJECTS.Expenses $20,509,217 · grants $20,504,771 · revenue $411,246
- TO PROVIDE SUPPORT FOR THE UNIVERSITY OF MONTANA'S CAPITAL PROJECTS.Expenses $14,163,964 · grants $14,163,964
- TO PROVIDE SCHOLARSHIPS AND AWARDS TO UNIVERSITY OF MONTANA STUDENTS.Expenses $8,318,698 · grants $8,318,698
- EVERY SUCCESSFUL FOUNDATION RELIES ON A STRONG FRAMEWORK TO ENSURE DONATED FUNDS ARE RESPONSIBLY MANAGED, PROGRAMS RUN SMOOTHLY, AND THE MISSION REMAINS SUSTAINABLE FOR YEARS TO COME. THE UM CONTRACT AND ADMINISTRATION FEES DELIVER THIS CRITICAL SUPPORT AND PLAYS A STRATEGIC ROLE IN ADVANCING OUR MISSION.revenue $1,641,802
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0362989
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $459,117,547
- Income (IRS master file)
- $320,787,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $58,672,838 | $54,202,004 | $459,117,547 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $59,044,285 | $38,944,158 | $424,989,549 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $33,477,321 | $35,180,976 | $377,569,208 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $56,881,629 | $33,858,307 | $356,264,940 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0362989).
Questions about UNIVERSITY OF MONTANA FOUNDATION
- What is the EIN of UNIVERSITY OF MONTANA FOUNDATION?
- The employer identification number (EIN) of UNIVERSITY OF MONTANA FOUNDATION is 81-0362989.
- Is UNIVERSITY OF MONTANA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to UNIVERSITY OF MONTANA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF MONTANA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF MONTANA FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF MONTANA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF MONTANA FOUNDATION?
- The 990 for the year ended June 30, 2025 names CINDY WILLIAMS.
- Who are the officers and directors of UNIVERSITY OF MONTANA FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 39 people; 10 received compensation from the organization, the highest $387,411 (WILLIAMS CYNTHIA, PRESIDENT & CEO).
- How much revenue does UNIVERSITY OF MONTANA FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $58,672,838, expenses of $54,202,004 and total assets of $459,117,547 at year end.
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