University of Montana Foundation is a 501(c)(3) organization based in Missoula, Montana, registered in 1953, with $58,672,838 in FY2024 revenue. CharityIndex grades it A, and it directs about 79% of spending to programs.
Revenue (FY2024)
$58.7M
▼ 0.6% vs prior year
Education median: $200K
Expenses (FY2024)
$54.2M
Net assets
$403.1M
Employees
80
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For University of Montana Foundation: 79% to programs · $10 to raise $100 earns a B+ on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For University of Montana Foundation: 89 mo reserves · +8% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For University of Montana Foundation: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For University of Montana Foundation: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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To inspire philanthropic support to enhance excellence and opportunity at the university of montana.
To provide support for the university of montana's capital projects.
To provide scholarships and awards to university of montana students.
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 grew from $34.5M (FY2013) to $58.7M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
7.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$459.1M
Total liabilities
$56.0M
Net assets
$403.1M
Salaries & benefits
$8.1M
15% of expenses
Board members
25
25 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $58,672,838▼0.6% | $54,202,004▲39.2% | $403,125,656▲8.2% | $459,117,547▲8.0% | 990 |
| 2023 | $59,044,285▲76.4% | $38,944,158▲10.7% | $372,675,827▲12.0% | $424,989,549▲12.6% | 990 |
| 2022 | $33,477,321▼41.1% | $35,180,976▲3.9% | $332,843,565▲4.6% | $377,569,208▲6.0% | 990 |
| 2021 | $56,881,629▼22.1% | $33,858,307▲39.4% | $318,281,757▼2.1% | $356,264,940▼3.3% | 990 |
| 2020 | $73,061,531▲67.7% | $24,297,176▼13.4% | $325,214,671▲23.6% | $368,257,135▲22.7% | 990 |
| 2019 | $43,572,466▲8.6% | $28,072,297▼32.8% | $263,214,603▲0.6% | $300,141,439▼0.2% | 990 |
| 2018 | $40,131,985▼3.7% | $41,768,443▼13.8% | $261,730,924▲0.3% | $300,888,275▼0.3% | 990 |
| 2017 | $41,692,627▼45.8% | $48,443,254▲72.2% | $260,829,368▼1.0% | $301,781,851▼1.2% | 990 |
| 2016 | $76,864,005▲143% | $28,133,453▲4.3% | $263,562,153▲30.1% | $305,597,863▲27.2% | 990 |
| 2015 | $31,635,380▼32.0% | $26,969,693▲0.1% | $202,552,949▼3.4% | $240,208,650▼3.6% | 990 |
| 2014 | $46,542,807▲35.0% | $26,932,768▲49.2% | $209,589,503▲8.0% | $249,263,574▲12.3% | 990 |
| 2013 | $34,480,660 | $18,048,611▲11.6% | $194,076,862▲20.1% | $221,910,574▲18.6% | 990 |
| 2012 | — | $16,168,944▲13.5% | $161,642,718▲9.6% | $187,142,799▲9.1% | 990 |
| 2011 | — | $14,251,603▼14.8% | $147,506,343▲0.1% | $171,532,954▼0.5% | 990 |
| 2010 | — | $16,734,763▼4.7% | $147,294,250▲13.8% | $172,363,266▲14.3% | 990 |
| 2009 | — | $17,552,389 | $129,488,430 | $150,792,290 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: Williams Cynthia — $387,411 (0.71% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Williams Cynthia | President & Ceo | 40 | $387,411 |
| Stanton Jamie | Chief Finance and Operations Officer | 40 | $214,242 |
| Jennings Tracey | Vp of Development | 40 | $170,712 |
| Reardon Brad | Vp of Information Systems | 40 | $151,366 |
| Rue Heather | Vp of Marketing & Communications | 40 | $131,476 |
| Keenan Erin | Avp of Development | 40 | $121,507 |
| Thigpen Helen C | General Counsel | 40 | $114,479 |
| Hamblin Joann | Director of Business Intelligence | 40 | $114,411 |
| Janosko Jeffrey | Senior Director of Principal Gift | 40 | $111,050 |
| Maclean Jacob | Board Secretary | 40 | $60,069 |
| Alvarez Alina | Trustee | 1 | — |
| Andersen Zak | Trustee | 1 | — |
| Bahls Steve | Trustee | 1 | — |
| Barlow Diane | Board Chair | 1.5 | — |
| Brenner Bill | Trustee | 1 | — |
| Bronson Robert | Board Treasurer | 1.5 | — |
| Burke John | Trustee | 1 | — |
| Dahl Bobbi | Trustee | 1 | — |
| Davidson Andrew | Trustee | 1 | — |
| Dowling Scott | Trustee | 1 | — |
| Contractor | Services | Paid |
|---|---|---|
| Dick Anderson Construction | Construction | $982,438 |
| Fieldturf USA Inc | Construction | $242,963 |
| Professional Construction Serv | Construction | $226,459 |
| Eab | Fundraising Consultation | $221,616 |
| Ellucian Company LP | Software Maintenance and Consultation | $205,371 |
144 grants to University of Montana Foundation totaling $22.4M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Silicon Valley Community Foundation | Education | 2024 | $165,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $70,000 |
| American Online Giving Foundation Inc | General support | 2024 | $61,983 |
| Charities Aid Foundation America | Charitable donation | 2024 | $40,180 |
| Minneapolis Foundation | Donor advised, education | 2024 | $30,000 |
| American Endowment Foundation | Educational | 2024 | $18,874 |
| Ayco Charitable Foundation | Education | 2024 | $18,500 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Education | 2024 | $16,000 |
| The New York Community Trust | For program support. | 2024 | $15,000 |
| Greater Cincinnati Foundation | Programatic support | 2024 | $12,500 |
| Greater Cincinnati Foundation | Programatic support | 2024 | $12,500 |
| Raymond James Charitable Endowment Fund | General support | 2024 | $7,500 |
| Donor Advised Charitable Giving | Education | 2023 | $5,930,975 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $2,231,005 |
| National Philanthropic Tr | Culture & arts | 2023 | $217,000 |
1 grant totaling $43.0M in FY2024. All grants made by University of Montana Foundation →
| Recipient | Purpose | Amount |
|---|---|---|
| The University of Montana | Academic and institutional support, capital projects, and scholarships | $42,987,433 |
Explore more
Data for University of Montana Foundation (EIN 81-0362989) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.