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Nonprofiteer
← UNIVERSITY OF MONTANA FOUNDATION

Form 990 for tax year 2022

Filed by UNIVERSITY OF MONTANA FOUNDATION.

Totals

Total revenue
$33,477,321
Total expenses
$35,180,976
Contributions and grants received
$28,741,277
Grants paid
$25,625,258
Program services expenses (Part IX)
$25,669,223
Management and general expenses
$5,895,357
Fundraising expenses
$3,616,396
Program service expenses (Part III)
$25,669,223

Program services were 73.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAMS CYNTHIA

    PRESIDENT & CEO

    Total calculated
    $333,347
    From this org
    $284,531
    From related orgs
    $0
    Other
    $48,816
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,976
    Bonus
    $0
    Other
    $6,555
    Deferred
    $31,957
    Nontaxable benefits
    $16,859
    Filer's total
    $333,347

  • STANTON JAMIE

    CHIEF FINANCE AND OPERATIONS OFFICER

    Total calculated
    $225,459
    From this org
    $182,942
    From related orgs
    $0
    Other
    $42,517
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,692
    Bonus
    $250
    Other
    $0
    Deferred
    $21,223
    Nontaxable benefits
    $21,294
    Filer's total
    $225,459

  • JENNINGS TRACEY

    VP OF DEVELOPMENT

    Total calculated
    $176,800
    From this org
    $149,167
    From related orgs
    $0
    Other
    $27,633
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,917
    Bonus
    $250
    Other
    $0
    Deferred
    $16,605
    Nontaxable benefits
    $11,028
    Filer's total
    $176,800

  • REARDON BRAD

    VP OF INFORMATION SYSTEMS

    Total calculated
    $164,252
    From this org
    $127,800
    From related orgs
    $0
    Other
    $36,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,550
    Bonus
    $250
    Other
    $0
    Deferred
    $15,158
    Nontaxable benefits
    $21,294
    Filer's total
    $164,252

  • RUE HEATHER

    VP OF MARKETING & COMMUNICATIONS

    Total calculated
    $159,693
    From this org
    $126,543
    From related orgs
    $0
    Other
    $33,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,293
    Bonus
    $250
    Other
    $0
    Deferred
    $14,706
    Nontaxable benefits
    $18,444
    Filer's total
    $159,693

  • ERIN KEENAN

    AVP OF DEVELOPMENT

    Total calculated
    $128,812
    From this org
    $101,563
    From related orgs
    $0
    Other
    $27,249
    Hours/week
    40

  • MACLEAN JACOB

    BOARD SECRETARY

    Total calculated
    $78,462
    From this org
    $57,903
    From related orgs
    $0
    Other
    $20,559
    Hours/week
    40

  • JAMES DOUG

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • BARLOW DIANE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • WINSLOW STEVE

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • ALVAREZ ALINA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDERSEN ZAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BALDOCK JANE

    TRUSTEE (THRU 9/22)

    Total calculated
    $0
    Hours/week
    1

  • BRENNER BILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRONSON ROBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BURKE JOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAHL BOBBI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVIDSON ANDREW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOWLING SCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EBERLING KATHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANKE PAIGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GILDER BRITNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GLEASON MAGGIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GRILLS DENISE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HANDLEY KAYREEN

    TRUSTEE (THRU 9/22)

    Total calculated
    $0
    Hours/week
    1

  • ISERN JENNIFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEMCKE TOM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEVITAN MATT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MCGUIRE COLLEEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MONAHAN JOE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MURRAY JIM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NONNENMACHER MARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETERSON SUZANNE

    TRUSTEE (THRU 9/22)

    Total calculated
    $0
    Hours/week
    1

  • ROBINSON OWEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROTH RICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • ROWE BOB

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STREICH JOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SWAN JON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VANSICKLE BILL

    TRUSTEE (THRU 9/22)

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
5 April 2024
IRS schema version
2022v5.0
Source object
202401069349300535

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