The Univ of Montana-western Foundation

Nonprofit profile at a glance

EIN
810386970
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Dillon, MT, USA
Phone
4066837343
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Undergraduate College (4-year)

Official website

Reported finances

Revenue
$11,322,216
Expenses
$6,672,231
Assets
$18,432,285
Liabilities
$1,412,636

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Highest reported compensation

  • ROXANNE ENGELLANT (Executive Dir.): $31,535 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support the university of Montana - western

What it reported doing in 2024

Various support activites for the university of Montana - western

Operating model

Revenue model
Donor-supported. 89% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 97% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 90
  • Accountability: 84
  • Sustainability: 74
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.8%; rating input score 71
  • Program expense ratio: 98.2%; rating input score 98
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 41.1%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 2.76; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 78; 78th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 23.4% per year; rating input score 100; 92nd percentile among comparable filings
  • Revenue growth: 17.1% per year; rating input score 100; 89th percentile among comparable filings
  • Asset growth: 10.3% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 70.8% of revenue deployed · 98.2% of spending went to programs
  • Governance: 19 of 15 board members independent · 5 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $6.6M in reported program spending
  • Leadership: top reported pay $32K · 20 people listed
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • Moderate — Transparency & Controls: Independent members within voting members did not reconcile in the filed values.