THE UNIVERSITY OF MONTANA FOUNDATION (EIN 810362989) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

CINDY WILLIAMS

Phone

4062437442

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY OF MONTANA FOUNDATION, founded in 1950, is a mid-sized nonprofit in the Education sector that reported $58.7M in total revenue in fiscal year 2024. Expenses of $54.2M left a modest 8% surplus.

Mission

TO INSPIRE PHILANTHROPIC SUPPORT TO ENHANCE EXCELLENCE AND OPPORTUNITY AT THE UNIVERSITY OF MONTANA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $43,931,790

Program Service Revenue $1,035,710

Investment Income $12,584,025

Other Revenue $1,121,313

TOTAL REVENUE $58,672,838

Expense Breakdown

Grants Paid $42,987,433

Salaries & Benefits $8,123,878

Fundraising Expenses $4,332,839

Program Expenses $42,991,879

Other Expenses $2,882,737

TOTAL EXPENSES $54,202,004

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,672,838	$59,044,285	0.0%
Expenses	$54,202,004	$38,944,158	+0.4%
Net Income	$4,470,834	$20,100,127	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$782,225

Total Directors

Key Employees

$392,849

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARLOW DIANE	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
WINSLOW STEVE	BOARD VICE CHAIR	1.50	Officer Director	$0	$0	$0
BRONSON ROBERT	BOARD TREASURER	1.50	Officer Director	$0	$0	$0
ALVAREZ ALINA	TRUSTEE	1.00	Director	$0	$0	$0
ANDERSEN ZAK	TRUSTEE	1.00	Director	$0	$0	$0
BAHLS STEVE	TRUSTEE	1.00	Director	$0	$0	$0
BRENNER BILL	TRUSTEE	1.00	Director	$0	$0	$0
BURKE JOHN	TRUSTEE	1.00	Director	$0	$0	$0
DAHL BOBBI	TRUSTEE	1.00	Director	$0	$0	$0
DAVIDSON ANDREW	TRUSTEE	1.00	Director	$0	$0	$0
DOWLING SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
EBERLING KATHY	TRUSTEE	1.00	Director	$0	$0	$0
FRANKE PAIGE	TRUSTEE	1.00	Director	$0	$0	$0
GILDER BRITNEY	TRUSTEE	1.00	Director	$0	$0	$0
GLEASON MAGGIE	TRUSTEE	1.00	Director	$0	$0	$0
GRILLS DENISE	TRUSTEE	1.00	Director	$0	$0	$0
ISERN JENNIFER	TRUSTEE (THROUGH 10/24)	1.00	Director	$0	$0	$0
JAMES DOUG	TRUSTEE	1.00	Director	$0	$0	$0
LEVITAN MATT	TRUSTEE	1.00	Director	$0	$0	$0
MCCORMICK TONY	TRUSTEE	1.00	Director	$0	$0	$0
MCGUIRE COLLEEN	TRUSTEE	1.00	Director	$0	$0	$0
MONAHAN JOE	TRUSTEE (THROUGH 10/24)	1.00	Director	$0	$0	$0
NONNENMACHER MARK	TRUSTEE	1.00	Director	$0	$0	$0
ROBINSON OWEN	TRUSTEE (THROUGH 10/24)	1.00	Director	$0	$0	$0
ROTH RICH	TRUSTEE (THROUGH 10/24)	1.00	Director	$0	$0	$0
ROWE BOB	TRUSTEE	1.00	Director	$0	$0	$0
STREICH JOHN	TRUSTEE	1.00	Director	$0	$0	$0
SWAN JON	TRUSTEE	1.00	Director	$0	$0	$0
URSICH KURT	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAMS CYNTHIA	PRESIDENT & CEO	40.00	Officer	$387,411	$56,417	$443,828
STANTON JAMIE	CHIEF FINANCE AND OPERATIONS OFFICER	40.00	Officer	$214,242	$47,092	$261,334
MACLEAN JACOB	BOARD SECRETARY	40.00	Officer	$60,069	$16,994	$77,063
JENNINGS TRACEY	VP OF DEVELOPMENT	40.00	Key Emp	$170,712	$30,602	$201,314
REARDON BRAD	VP OF INFORMATION SYSTEMS	40.00	Key Emp	$151,366	$40,169	$191,535
RUE HEATHER	VP OF MARKETING & COMMUNICATIONS	40.00	Highest	$131,476	$38,036	$169,512
KEENAN ERIN	AVP OF DEVELOPMENT	40.00	Highest	$121,507	$21,677	$143,184
HAMBLIN JOANN	DIRECTOR OF BUSINESS INTELLIGENCE	40.00	Highest	$114,411	$25,019	$139,430
JANOSKO JEFFREY	SENIOR DIRECTOR OF PRINCIPAL GIFT	40.00	Highest	$111,050	$26,484	$137,534
THIGPEN HELEN C	GENERAL COUNSEL	40.00	Highest	$114,479	$16,929	$131,408

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$58,672,838	$54,202,004	$459,117,547	$4,470,834
2024	$59,044,285	$38,944,158	$424,989,549	$20,100,127
2023	$33,477,321	$35,180,976	$377,569,208	$-1,703,655
2022	$56,881,629	$33,858,307	$356,264,940	$23,023,322
2021	$73,061,531	$24,297,176	$368,257,135	$48,764,355
2020	$43,572,466	$28,072,297	$300,141,439	$15,500,169
2019	$40,131,985	$41,768,443	$300,888,275	$-1,636,458
2018	$41,692,627	$48,443,254	$301,781,851	$-6,750,627

THE UNIVERSITY OF MONTANA FOUNDATION