2026-04-21T08:34:30-07:00 2025-06-30 820467399 Rudd & Company PLLC 3805 Valley Commons Dr Ste 7 Bozeman MT 59718 990 2024-07-01 810386970 THE UNIV OF MONTANA-WESTERN FOUNDATION UNIV 4066837343 710 S ATLANTIC DILLON MT 59725 ROXANNE ENGELLANT Executive Dir. 2026-04-21 true true DANE HANCOCK CPA P01821031 4065853393 2024 2025-03-06 01:10:19Z GLEN LEAVITT 710 S ATLANTIC DILLON MT 59725 12863170 false X www.umwfoundation.org MT TO SUPPORT THE UNIVERSITY OF MONTANA - WESTERN 15 19 0 60 0 2307416 8414983 10000 10000 410190 2289231 259586 608002 2987192 11322216 3205276 6365395 0 79183 60404 0 0 351862 246432 3636321 6672231 -649129 4649985 13641234 18432285 340684 1412636 13300550 17019649 TO SUPPORT THE UNIVERSITY OF MONTANA - WESTERN false false 6030781 5844278 10000 VARIOUS SUPPORT ACTIVITES FOR THE UNIVERSITY OF MONTANA - WESTERN 521117 521117 SCHOLARSHIPS GIVEN TO STUDENTS AS A RESULT OF VARIOUS ACTIVITIES 6551898 true true false false false false false false false true true false false false false false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 4 0 true 0 false false false false false false false 0 false false false false false false false X 15 19 false false false false false false false true false false false true true true true false false false false false X ROXANNE ENGELLANT 4066837343 710 S ATLANTIC DILLON MT 59725 ROXANNE ENGELLANT Executive Dir. 40.00 0.00 X 0 31535 0 PHIL WILLETT BOARD CHAIR 1.00 0.00 X X 0 0 0 PAUL TASH VICE CHAIR 1.00 0.00 X X 0 0 0 GLEN LEAVITT SEC/TREAS 1.00 0.00 X X 0 0 0 JUDY SIRING BOARD MEMBER 1.00 0.00 X 0 0 0 DEB CREGER BOARD MEMBER 1.00 0.00 X 0 0 0 BEN SNIPES BOARD MEMBER 1.00 0.00 X 0 0 0 RON FICK BOARD MEMBER 1.00 0.00 X 0 0 0 matt blades board member 1.00 0.00 X 0 0 0 JANE HAKER BOARD MEMBER 1.00 0.00 X 0 0 0 TOM TUCKER BOARD MEMBER 1.00 0.00 X 0 0 0 TODD MORSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 FRED SNOOK BOARD MEMBER 1.00 0.00 X 0 0 0 COLLIN ERB BOARD MEMBER 1.00 0.00 X 0 0 0 TED ORI BOARD MEMBER 1.00 0.00 X 0 0 0 TAYLOR NAHRGANG BOARD MEMBER 1.00 0.00 X 0 0 0 kevin peterson board member 1.00 0.00 X 0 0 0 ryan bramlette board member 1.00 0.00 X 0 0 0 terina hill board member 1.00 0.00 X 0 0 0 pam lyford board member 1.00 0.00 X 0 0 0 31535 0 false false false 0 205024 51934 8158025 3427146 8414983 CONTRACT AGREEMENT UMW 561499 10000 10000 10000 389619 389619 0 0 27261 4600 22661 22661 22661 3195094 1295482 1899612 1899612 1899612 396347 205024 240872 155475 155475 0 0 ADMIN FEE REVENUE 561499 429866 429866 429866 11322216 439866 2467367 6365395 6365395 0 0 0 27162 21891 5271 0 33242 26792 6450 0 0 0 0 0 43191 3042 40149 0 0 0 112968 91052 21916 461 461 3064 -1530 4594 0 0 0 19858 11042 8816 0 8617 5281 3336 23058 23058 0 0 26508 21008 5500 DUES & SUBSCRIPTIONS 6436 6143 293 GIFTS & AWARD 2271 1321 950 0 6672231 6551898 120333 0 0 1060581 978746 1165628 1151640 0 0 0 0 0 0 344551 36000 308551 308551 11043015 15888452 0 0 0 63459 104896 13641234 18432285 340684 432870 979766 340684 1412636 X 464584 103435 12835966 16916214 13300550 17019649 13641234 18432285 4649985 -884238 -46648 X false true X true false X 2135568 2534079 2431484 2307416 8414983 17823530 0 0 2135568 2534079 2431484 2307416 8414983 17823530 394636 17428894 138615 229408 235886 410190 389619 1403718 0 159937 429866 589803 19817051 0.87950 0.78010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6330761 5050218 10592 1572040 9819531 7619080 694509 614957 8928546 7121022 123217 374841 7619080 7619335 126820 -625133 7121022 5899920 439729 1279686 7619335 0.09000 0.83000 0.08000 false false false 301124 301124 43427 36000 7427 308551 10636802 -884238 245472 -638766 11275568 46648 46648 11322216 6917703 245472 245472 6672231 6672231 Part V, Line 4: Intended uses of the endowment fund. THE INTENTION OF THE ENDOWMENT FUNDS IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO OPERATIONS.Schedule D, Part V (Endowments) Correction of Restrictions During the current year, the organization identified a $2,597,785 misclassification of endowment funds, which were previously reported as permanently restricted (corpus) but should have been classified as temporarily restricted or unrestricted net assets. The opening balance of endowment funds for the current year has been adjusted accordingly. Due to limitations in historical records, it was not practical to restate prior years' balances. This adjustment is reflected in the opening balance for the current year and disclosed here in accordance with IRS instructions. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 FUNDRAISING EVENT EXPENSE $240872 rental income - tax reimbursement $4600 Part XII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING EVENT EXPENSE $240872 rental income - tax reimbursement $4600 false COLT CHALLENGE 294733 294733 1742 124218 RODEO BANQUET 143861 93012 50849 28000 422 22452 2 162777 112012 50765 750 260 18791 44237 601371 205024 396347 28750 682 20533 190907 240872 155475 false THE UNIVERSITY OF MT- WESTERN 710 S ATLANTIC ST DILLON MT 59725 816001713 GOVERNMENAL ENTITY 6365395 0 N/A DIRECT UNIVERSITY SUPPORT 1 0 X 1 3427146 FMV false false false Form 990, Part VI, Section B, Line 11b A COPY OF FORM 990 WAS PROVIDED TO EACH BOARD MEMBER FOR REVIEW. Form 990, Part VI, Section C, Line 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE