2024-02-08T12:42:48-06:00 2023-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990 2022-07-01 816019529 UNIVERSITY OF MONTANA ALUMNI ASSOCIATION UNIV 4062435211 THE UNIVERSITY OF MONTANA MISSOULA MT 59812 LEANN S LAYTON DIRECTOR OF ALUMNI RELATIONS 4062435211 2024-02-06 1 LEANN LAYTON XXX-XX-XXXX 0 DREW RIEKER CPAABV P01372762 4065494148 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEANN S LAYTON BRANTLY HALL MISSOULA MT 59812 303238 0 X WWW.GRIZALUM.ORG X 1901 MT THE UNIVERSITY OF MONTANA ALUMNI ASSOCIATION NURTURES LIFELONG RELATIONSHIPS BETWEEN ALUMNI AND THE UNIVERSITY, THE UNIVERSITY WITH ALUMNI AND ALUMNI WITH EACH OTHER. THE ASSOCIATION SERVES ALUMNI WORLDWIDE, AND ALL ALUMNI ARE MEMBERS. 20 20 0 99 0 0 80348 264857 10746 22931 0 0 19987 15450 111081 303238 0 0 34078 38546 0 0 0 0 0 28032 139991 62110 178537 48971 124701 1366002 1544821 0 0 1366002 1544821 THE UNIVERSITY OF MONTANA ALUMNI ASSOCIATION NURTURES LIFELONG RELATIONSHIPS BETWEEN ALUMNI AND THE UNIVERSITY, THE UNIVERSITY WITH ALUMNI AND ALUMNI WITH EACH OTHER. THE ASSOCIATION SERVES ALUMNI WORLDWIDE, AND ALL ALUMNI ARE MEMBERS. 0 0 124327 22931 ACTIVITIES SUCH AS HOMECOMING, INTERNATIONAL TRAVEL, SOCIAL GATHERINGS, COMMENCEMENT ACTIVITIES, CAREER NETWORKING/COMMUNITY/TRAINING/SOCIALS AND AFFINITY REUNIONS TO PROMOTE AND SUPPORT THE UNIVERSITY OF MONTANA. 124327 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 4062435211 THE UNIVERSITY OF MONTANA MISSOULA MT 59812 KRIS KLOSER CHAIR 2.00 0.00 X X 0 0 0 ERIN BILLINGS VICE CHAIR 2.00 0.00 X X 0 0 0 LILLIAN ALVERNAZ DIRECTOR 2.00 0.00 X 0 0 0 VANESSA BUCKLIN DIRECTOR 2.00 0.00 X 0 0 0 BRYAN COLLETTE DIRECTOR 2.00 0.00 X 0 0 0 CHRIS CORDINGLEY DIRECTOR 2.00 0.00 X 0 0 0 LISA DEFORS DIRECTOR 2.00 0.00 X 0 0 0 JEFF EDMUNDS DIRECTOR 2.00 0.00 X 0 0 0 CHUCK JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 WILL KELLOGG DIRECTOR 2.00 0.00 X 0 0 0 JOSH PETERS-MCBRIDE DIRECTOR 2.00 0.00 X 0 0 0 TIM MCCUE DIRECTOR 2.00 0.00 X 0 0 0 TOM MELLOR DIRECTOR 2.00 0.00 X 0 0 0 SEAN MORRISON DIRECTOR 2.00 0.00 X 0 0 0 JEFF NORTHCUTT DIRECTOR 2.00 0.00 X 0 0 0 SIRI SMILLIE DIRECTOR 2.00 0.00 X 0 0 0 MANDY SMOKER-BROADDUS DIRECTOR 2.00 0.00 X 0 0 0 PAIGE SPALDING DIRECTOR 2.00 0.00 X 0 0 0 EMILY FERGUSON-STEGER DIRECTOR 2.00 0.00 X 0 0 0 SCOTT WHEELER DIRECTOR 2.00 0.00 X 0 0 0 JODI MOREAU ASSOCIATE DIRECTOR 40.00 0.00 X 0 59296 12512 LEANN LAYTON DIRECTOR OF ALUMNI RELATIONS 40.00 0.00 X 0 84574 12512 0 143870 25024 0 0 0 0 0 43285 221572 264857 REGISTRATION FEES 713990 22931 22931 22931 15450 15450 303238 22931 0 15450 X 38546 38546 3255 3255 14467 14467 18974 18974 4179 4179 14403 14403 523 523 4491 4491 21080 8980 12100 3255 3255 3961 2121 1840 MEALS AND ENTERTAINMENT 36671 27572 9099 UM FOUNDATION ADMIN COS 10811 10811 BANK FEES 2638 2638 OTHER EXPENSES 973 973 310 310 178537 124327 54210 0 481252 295626 242026 138 884750 1007031 1366002 1544821 0 0 X 481252 537790 884750 1007031 1366002 1544821 1366002 1544821 124701 54118 0 X 0 0 0 X 91759 97347 72930 80348 175845 518229 91759 97347 72930 80348 175845 518229 75474 442755 25780 27418 19450 19987 15450 108085 626314 122678 0.70690 1.00000 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DISTRIBUTION FROM TRUST DATE: 01/26/23 AMOUNT: 89012. SCHEDULE A - IDENTIFICATION OF UNUSUAL GRANTS THE ORGANIZATION CONSIDERED THE FOLLOWING FACTORS OUTLINED IN TREASURY REGULATIONS SECTION 1.170A-9(F)(6)(II) IN ITS DECISION TO CLASSIFY THE CONTRIBUTIONS IDENTIFIED AS UNUSUAL GRANTS: -THE CONTRIBUTION WAS ATTRACTED DUE TO THE ORGANIZATION'S PUBLICLY SUPPORTED NATURE; -THE CONTRIBUTION WAS UNUSUAL DUE TO THE AMOUNT AND UNEXPECTED FROM THE DONOR; -THE CONTRIBUTION MAY BE LARGE ENOUGH TO ENDANGER THE ORGANIZATION'S STATUS AS NORMALLY MEETING THE 33 1/3% PUBLIC SUPPORT TEST. ADDITIONALLY THE ORGANIZATION CONSIDERED THE FOLLOWING FACTORS OUTLINED IN TREASURY REGULATIONS SECTION 1.509(A)-3(C)(4): -THE CONTRIBUTION WAS NOT MADE BY A PERSON WHO CREATED THE ORGANIZATION, HAD PREVIOUSLY CONTRIBUTED A SUBSTANTIAL PART OF ITS SUPPORT OR ENDOWMENT, STOOD IN A POSITION OF AUTHORITY WITH RESPECT TO THE ORGANIZATION, DIRECTLY OR INDIRECTLY EXERCISED CONTROL OVER THE ORGANIZATION, OR WAS IN A RELATIONSHIP DESCRIBED IN IRC SECTION 4946(A)(1)(C) THROUGH 4946(A)(1)(G) WITH SOMEONE LISTED IN THE PREVIOUSLY DESCRIBED POINTS; - THE CONTRIBUTION WAS POSTHUMOUS; -PROCEEDS WERE RECEIVED BY THE ORGANIZATION IN THE FORM OF CASH WHICH FURTHERS THE EXEMPT PURPOSES OF THE ORGANIZATION; -PRIOR TO THE RECEIPT OF THE CONTRIBUTION, THE ORGANIZATION HAS CARRIED ON AN ACTUAL PROGRAM OF PUBLIC SOLICITATION AND EXEMPT ACTIVITIES AND HAS BEEN ABLE TO ATTRACT A SIGNIFICANT AMOUNT OF PUBLIC SUPPORT; -THE ORGANIZATION REASONABLY EXPECTS TO ATTRACT A SIGNIFICANT AMOUNT OF PUBLIC SUPPORT AFTER THE RECEIPT OF THE CONTRIBUTION; -PRIOR TO THE RECEIPT OF THE CONTRIBUTION, THE ORGANIZATION HAS MET THE ONE-THIRD SUPPORT TEST DESCRIBED IN SECTION 1.509(A)-3(A)(2) WITHOUT THE BENEFIT OF ANY EXCLUSIONS OF UNUSUAL GRANTS PURSUANT TO SECTION 1.509-3(C)(3); -THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY COMPRISED OF PERSONS HAVING A SPECIAL KNOWLEDGE IN THE PARTICULAR FIELD IN WHICH THE ORGANIZATION IS OPERATING AS DESCRIBED IN SECTION 1.509(A)-3(D)(3)(I). FORM 990, SCHEDULE A, PART II THE INFORMATION ON SCHEDULE A, PART II HAS BEEN RESTATED TO CORRECT PREVIOUSLY REPORTED ERRORS. IN PRIOR YEARS, REVENUE FROM ROYALTIES AND PROGRAM INCOME WAS INCLUDED IN LINE 1. THIS HAS BEEN CORRECTED FOR ALL YEARS PRESENTED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION SELLS MEMBERSHIPS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION ELECTS A GOVERNING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE GOVERNING BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE OPENING OF EACH MEETING, A REQUEST IS MADE BY THE BOARD CHAIR ASKING ABOUT ANY NEW CONFLICTS OF INTEREST. DIRECTORS DISCLOSE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT DIRECTLY HIRE OR RETAIN EMPLOYEES. THE ORGANIZATION IS STAFFED BY THE DIRECTOR OF ALUMNI RELATIONS AT THE UNIVERSITY OF MONTANA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL INFORMATION IS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 18,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,974. SCHEDULE A, PART II THE INFORMATION IN SCHEDULE A FOR YEARS 2018 THROUGH 2021 WAS RESTATED. AMOUNTS FOR ROYALTY INCOME AND PROGRAM SERVICE INCOME WERE RECLASSIFIED FROM LINE 1 TO LINES 8 AND 12, RESPECTIVELY. THIS IMPACTED THE PRIOR YEAR PUBLIC SUPPORT TEST, BUT DID NOT FALL BELOW THE REQUIRED THRESHOLD.