THE UNIVERSITY OF MONTANA FOUNDATION Charity Report

Public IRS 990 nonprofit record

THE UNIVERSITY OF MONTANA FOUNDATION

EIN 81-0362989 · Education (B110)

What they do

THE UNIVERSITY of MONTANA FOUNDATION INSPIRES PHILANTHROPIC SUPPORT to ENHANCE EXCELLENCE and OPPORTUNITY AT THE UNIVERSITY of MONTANA.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders39 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

73.27%of revenue went to mission work79.3% of expenses · Program services

7.38%of revenue went to fundraising8.0% of expenses

$92.38spent for every $100 of revenueRevenue covered expenses this year.

11.72%of revenue went to management and office costs12.7% of expenses

$8.47in assets for every $1 spent this yearSome assets cannot be spent right away.

74.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $443,828 for WILLIAMS CYNTHIA (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$58,672,838

Mission workProgram services$42,991,87973.27% of revenue79.3% of expenses

ManagementOffice and general costs$6,877,28611.72% of revenue12.7% of expenses

FundraisingAsking for donations$4,332,8397.38% of revenue8.0% of expenses

Revenue left after expensesReported annual surplus$4,470,8347.62% of revenueShown in gray on the chart

Total expenses$54,202,00492.38% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 79.3% mission · 12.7% management · 8.0% fundraisingTotal expenses: 92.38% of revenue

2023Expense mix: 73.2% mission · 17.2% management · 9.6% fundraisingTotal expenses: 65.96% of revenue

2022Expense mix: 73.0% mission · 16.8% management · 10.3% fundraisingTotal expenses: 105.09% of revenue

2021Expense mix: 74.0% mission · 17.2% management · 8.8% fundraisingTotal expenses: 59.52% of revenue

2020Expense mix: 69.4% mission · 17.7% management · 12.9% fundraisingTotal expenses: 33.26% of revenue

2019Expense mix: 73.8% mission · 14.9% management · 11.3% fundraisingTotal expenses: 64.43% of revenue

2018Expense mix: 83.7% mission · 9.9% management · 6.4% fundraisingTotal expenses: 104.08% of revenue

2017Expense mix: 86.6% mission · 8.6% management · 4.8% fundraisingTotal expenses: 116.19% of revenue

Money in and money out

Revenue$58,672,838

Expenses$54,202,004

Annual surplus $4,470,834 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$42,991,879 · 79.3% of expenses

Management and office costs$6,877,286 · 12.7% of expenses

Fundraising$4,332,839 · 8.0% of expenses

See all reported dollar amounts

Revenue$58,672,838

Expenses$54,202,004

Assets$459,117,547

Income$320,787,658

Contributions$43,931,790

Mission work (program services)$42,991,879

Fundraising$4,332,839

Grants given$177,497,035

Average grant$25,356,719

Management and general$6,877,286

Stocks and bonds$114,971,738

Accounting fees$132,622

Investing fees$668,373

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAMS CYNTHIAPRESIDENT & CEO · 40 hrs/week $443,828Base $387,411 · Other $56,417

STANTON JAMIECHIEF FINANCE AND OPERATIONS OFFICER · 40 hrs/week $261,334Base $214,242 · Other $47,092

JENNINGS TRACEYVP OF DEVELOPMENT · 40 hrs/week $201,314Base $170,712 · Other $30,602

REARDON BRADVP OF INFORMATION SYSTEMS · 40 hrs/week $191,535Base $151,366 · Other $40,169

RUE HEATHERVP OF MARKETING & COMMUNICATIONS · 40 hrs/week $169,512Base $131,476 · Other $38,036

KEENAN ERINAVP OF DEVELOPMENT · 40 hrs/week $143,184Base $121,507 · Other $21,677

HAMBLIN JOANNDIRECTOR OF BUSINESS INTELLIGENCE · 40 hrs/week $139,430Base $114,411 · Other $25,019

JANOSKO JEFFREYSENIOR DIRECTOR OF PRINCIPAL GIFT · 40 hrs/week $137,534Base $111,050 · Other $26,484

THIGPEN HELEN CGENERAL COUNSEL · 40 hrs/week $131,408Base $114,479 · Other $16,929

MACLEAN JACOBBOARD SECRETARY · 40 hrs/week $77,063Base $60,069 · Other $16,994

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (39)

WILLIAMS CYNTHIAPRESIDENT & CEO

STANTON JAMIECHIEF FINANCE AND OPERATIONS OFFICER

JENNINGS TRACEYVP OF DEVELOPMENT

REARDON BRADVP OF INFORMATION SYSTEMS

RUE HEATHERVP OF MARKETING & COMMUNICATIONS

KEENAN ERINAVP OF DEVELOPMENT

HAMBLIN JOANNDIRECTOR OF BUSINESS INTELLIGENCE

JANOSKO JEFFREYSENIOR DIRECTOR OF PRINCIPAL GIFT

THIGPEN HELEN CGENERAL COUNSEL

MACLEAN JACOBBOARD SECRETARY

ROBINSON OWENTRUSTEE (THROUGH 10/24)

MCCORMICK TONYTRUSTEE

MCGUIRE COLLEENTRUSTEE

MONAHAN JOETRUSTEE (THROUGH 10/24)

NONNENMACHER MARKTRUSTEE

WINSLOW STEVEBOARD VICE CHAIR

ROTH RICHTRUSTEE (THROUGH 10/24)

ROWE BOBTRUSTEE

STREICH JOHNTRUSTEE

SWAN JONTRUSTEE

URSICH KURTTRUSTEE

ALVAREZ ALINATRUSTEE

DOWLING SCOTTTRUSTEE

ANDERSEN ZAKTRUSTEE

BAHLS STEVETRUSTEE

BARLOW DIANEBOARD CHAIR

BRENNER BILLTRUSTEE

BRONSON ROBERTBOARD TREASURER

BURKE JOHNTRUSTEE

DAHL BOBBITRUSTEE

DAVIDSON ANDREWTRUSTEE

LEVITAN MATTTRUSTEE

EBERLING KATHYTRUSTEE

FRANKE PAIGETRUSTEE

GILDER BRITNEYTRUSTEE

GLEASON MAGGIETRUSTEE

GRILLS DENISETRUSTEE

ISERN JENNIFERTRUSTEE (THROUGH 10/24)

JAMES DOUGTRUSTEE

About this charity

Recognized since: January 1953
Location: PO BOX 7159, MISSOULA, MT 59807-7159
County: Missoula
In care of: JAMIE STANTON
Primary officer: JAMIE STANTON, CFO

How to reach them

WebsiteVisit the charity’s website Emailumfoundation@supportum.org Phone(406) 243-7442

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Education (B110)
Grant-giving organization: Yes