Nonprofit · EIN 81-6019529
UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND
Tax-exempt · MISSOULA, MT 59812
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $127,079 | $233,894 | -$106,815 | $1,777,536 | $55,550 | $1,721,986 |
| June 30, 2024 | 990 | $312,712 | $190,769 | $121,943 | $1,837,522 | $88,880 | $1,748,642 |
| June 30, 2023 | 990 | $303,238 | $178,537 | $124,701 | $1,544,821 | $0 | $1,544,821 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $78,813
- Membership dues
- $32,722
- Program service revenue
- $31,631
- Investment income
- $1,635
- Royalties
- $15,000
- Other revenue
- $15,000
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,088
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $3,345
- Travel
- $28,446
- Depreciation
- $35,099
- Program services (functional)
- $180,655
- Management and general (functional)
- $53,239
Balance sheet and other
- Total assets, start of year
- $1,837,522
- Total assets, end of year
- $1,777,536
- Total liabilities, end of year
- $55,550
- Net assets, end of year
- $1,721,986
- Land, buildings and equipment
- $71,764
- Publicly traded securities
- $1,033,025
- Net assets without donor restrictions
- $688,961
- Net assets with donor restrictions
- $1,033,025
- Gross receipts
- $127,079
- Employees
- 0
- Volunteers
- 99
- Year formed
- 1901
- 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 |
|---|---|---|---|
| ERIN BILLINGS | CHAIR Trustee or director, Officer | 2 | $0 |
| SEAN MORRISON | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| LILLIAN ALVERNAZ | DIRECTOR Trustee or director | 2 | $0 |
| VANESSA BUCKLIN | DIRECTOR Trustee or director | 2 | $0 |
| BRYAN COLLETTE | DIRECTOR Trustee or director | 2 | $0 |
| LISA DEFORS | DIRECTOR Trustee or director | 2 | $0 |
| JEFF EDMUNDS | DIRECTOR Trustee or director | 2 | $0 |
| WILL KELLOGG | DIRECTOR Trustee or director | 2 | $0 |
| JOSH PETERS-MCBRIDE | DIRECTOR Trustee or director | 2 | $0 |
| TOM MELLOR | DIRECTOR Trustee or director | 2 | $0 |
| JEFF NORTHCUTT | DIRECTOR Trustee or director | 2 | $0 |
| SIRI SMILLIE | DIRECTOR Trustee or director | 2 | $0 |
| PAIGE SPALDING | DIRECTOR Trustee or director | 2 | $0 |
| SCOTT WHEELER | DIRECTOR Trustee or director | 2 | $0 |
| PETER KNOX | DIRECTOR Trustee or director | 2 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MOLLY RICHARDSON | DIRECTOR Trustee or director | 2 | $0 |
| MARLEY TANNER | DIRECTOR Trustee or director | 2 | $0 |
| TIM EHLERT | DIRECTOR Trustee or director | 2 | $0 |
| LEANN LAYTON | DIRECTOR OF ALUMNI RELATIO Officer | 40 | $0 |
| JODI MOREAU | ASSOCIATE DIRECTOR Officer | 40 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEANN LAYTON | DIRECTOR OF ALUMNI RELATIO Officer | 40 | $0 |
| JODI MOREAU | ASSOCIATE DIRECTOR Officer | 40 | $0 |
| ERIN BILLINGS | CHAIR Trustee or director, Officer | 2 | $0 |
| SEAN MORRISON | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| KRIS KLOSER | EX-OFFICIO Trustee or director, Officer | 2 | $0 |
| LILLIAN ALVERNAZ | DIRECTOR Trustee or director | 2 | $0 |
| VANESSA BUCKLIN | DIRECTOR Trustee or director | 2 | $0 |
| BRYAN COLLETTE | DIRECTOR Trustee or director | 2 | $0 |
| LISA DEFORS | DIRECTOR Trustee or director | 2 | $0 |
| JEFF EDMUNDS | DIRECTOR Trustee or director | 2 | $0 |
| WILL KELLOGG | DIRECTOR Trustee or director | 2 | $0 |
| JOSH PETERS-MCBRIDE | DIRECTOR Trustee or director | 2 | $0 |
| TIM MCCUE | DIRECTOR Trustee or director | 2 | $0 |
| TOM MELLOR | DIRECTOR Trustee or director | 2 | $0 |
| JEFF NORTHCUTT | DIRECTOR Trustee or director | 2 | $0 |
| SIRI SMILLIE | DIRECTOR Trustee or director | 2 | $0 |
| MANDY SMOKER-BROADDUS | DIRECTOR Trustee or director | 2 | $0 |
| PAIGE SPALDING | DIRECTOR Trustee or director | 2 | $0 |
| EMILY FERGUSON-STEGER | DIRECTOR Trustee or director | 2 | $0 |
| SCOTT WHEELER | DIRECTOR Trustee or director | 2 | $0 |
| PETER KNOX | DIRECTOR Trustee or director | 2 | $0 |
| MOLLY RICHARDSON | DIRECTOR Trustee or director | 2 | $0 |
| MARLEY TANNER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LEANN LAYTON | DIRECTOR OF ALUMNI RELATIONS Officer | 40 | $0 | $84,574 | $12,512 |
| JODI MOREAU | ASSOCIATE DIRECTOR Officer | 40 | $0 | $59,296 | $12,512 |
| KRIS KLOSER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ERIN BILLINGS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LILLIAN ALVERNAZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| VANESSA BUCKLIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRYAN COLLETTE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS CORDINGLEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LISA DEFORS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JEFF EDMUNDS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHUCK JOHNSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WILL KELLOGG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOSH PETERS-MCBRIDE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TIM MCCUE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TOM MELLOR | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SEAN MORRISON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JEFF NORTHCUTT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SIRI SMILLIE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MANDY SMOKER-BROADDUS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PAIGE SPALDING | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| EMILY FERGUSON-STEGER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SCOTT WHEELER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- THE UNIVERSITY OF MONTANA, MISSOULA, MT 59812-0001
- In care of
- % UNIVERSITY OF MONTANA
- Principal officer (990 for 2024)
- LEANN S LAYTON, BRANTLY HALL, MISSOULA, MT 59812
- Signed the 990
- LEANN S LAYTON, DIRECTOR OF ALUMNI RELATIONS
- Phone
- (406) 243-5211
- Website
- WWW.GRIZALUM.ORG
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENS PC
Mission
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.
Program accomplishments
- ACTIVITIES SUCH AS HOMECOMING, INTERNATIONAL TRAVEL, SOCIAL GATHERINGS, COMMENCEMENT ACTIVITIES, CAREER NETWORKING/COMMUNITY/TRAINING/SOCIALS, STATE OUTREACH, AND AFFINITY REUNIONS TO PROMOTE AND SUPPORT THE UNIVERSITY OF MONTANA.Expenses $180,655 · revenue $31,631
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
- 81-6019529
- 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
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,777,536
- Income (IRS master file)
- $127,079
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $127,079 | $233,894 | $1,777,536 | XML |
| 990 | June 2024 | $312,712 | $190,769 | $1,837,522 | XML |
| 990 | June 2023 | $303,238 | $178,537 | $1,544,821 | XML |
| 990 | June 2022 | $111,081 | $62,110 | $1,366,002 | IRS |
| 990 | 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 81-6019529).
Questions about UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND
- What is the EIN of UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND?
- The employer identification number (EIN) of UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND is 81-6019529.
- Is UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND 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 ALUMNI ASSOCIATION-DEVELOPMENT FUND 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 ALUMNI ASSOCIATION-DEVELOPMENT FUND 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 ALUMNI ASSOCIATION-DEVELOPMENT FUND?
- The 990 for the year ended June 30, 2025 names LEANN S LAYTON.
- Who are the officers and directors of UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF MONTANA ALUMNI ASSOCIATION-DEVELOPMENT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $127,079, expenses of $233,894 and total assets of $1,777,536 at year end.
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