Nonprofit · EIN 81-0386970
THE UNIVERSITY OF MONTANA WESTERN FOUNDATION
Tax-exempt · DILLON, MT 59725
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,322,216 | $6,672,231 | $4,649,985 | $18,432,285 | $1,412,636 | $17,019,649 |
| June 30, 2024 | 990 | $2,987,192 | $3,636,321 | -$649,129 | $13,641,234 | $340,684 | $13,300,550 |
| June 30, 2023 | 990 (amended) | $3,298,972 | $1,635,754 | $1,663,218 | $13,545,591 | $350,177 | $13,195,414 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,414,983
- of which government grants
- $51,934
- Program service revenue
- $10,000
- Investment income
- $2,289,231
- Net rental income
- $22,661
- Net gain from sales of assets
- $1,899,612
- Net income from fundraising events
- $155,475
- Other revenue
- $608,002
Expenses
- Grants and similar amounts paid
- $6,365,395
- Compensation of officers, directors and key employees
- $27,162
- Other salaries and wages
- $33,242
- Salaries, compensation and benefits (total)
- $60,404
- Professional fundraising fees
- $0
- Accounting fees
- $43,191
- Travel
- $19,858
- Program services (functional)
- $6,551,898
- Management and general (functional)
- $120,333
Balance sheet and other
- Total assets, start of year
- $13,641,234
- Total assets, end of year
- $18,432,285
- Total liabilities, end of year
- $1,412,636
- Net assets, end of year
- $17,019,649
- Land, buildings and equipment
- $308,551
- Publicly traded securities
- $15,888,452
- Net assets without donor restrictions
- $103,435
- Net assets with donor restrictions
- $16,916,214
- Gross receipts
- $12,863,170
- Employees
- 0
- Volunteers
- 60
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ROXANNE ENGELLANT | Executive Dir. Officer | 40 | $0 | $31,535 |
| PHIL WILLETT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL TASH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GLEN LEAVITT | SEC/TREAS Trustee or director, Officer | 1 | $0 | $0 |
| JUDY SIRING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEB CREGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BEN SNIPES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RON FICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| matt blades | board member Trustee or director | 1 | $0 | $0 |
| JANE HAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM TUCKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TODD MORSTEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRED SNOOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COLLIN ERB | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TED ORI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAYLOR NAHRGANG | BOARD MEMBER Trustee or director | 1 | $0 |
| kevin peterson | board member Trustee or director | 1 | $0 |
| ryan bramlette | board member Trustee or director | 1 | $0 |
| terina hill | board member Trustee or director | 1 | $0 |
| pam lyford | board member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ROXANNE ENGELLANT | Executive Dir. Officer | 40 | $0 | $41,012 |
| PHIL WILLETT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL TASH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GLEN LEAVITT | SEC/TREAS Trustee or director, Officer | 1 | $0 | $0 |
| JUDY SIRING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEB CREGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BEN SNIPES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RON FICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHARLENE LOGE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANE HAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM TUCKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TODD MORSTEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRED SNOOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COLLIN ERB | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TED ORI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TAYLOR NAHRGANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ROXANNE ENGELLANT | Executive Dir. Trustee or director | 40 | $0 | $43,381 |
| PAUL TASH | VICE-CHAIR Officer | 1 | $0 | $0 |
| PHIL WILLETT | Chairman Officer | 1 | $0 | $0 |
| GLEN LEAVITT | SEC/TREAS Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 710 S ATLANTIC ST, DILLON, MT 59725-3511
- Principal officer (990 for 2024)
- GLEN LEAVITT, 710 S ATLANTIC, DILLON, MT 59725
- Signed the 990
- ROXANNE ENGELLANT, Executive Dir.
- Phone
- (406) 683-7343
- Website
- www.umwfoundation.org
- Return prepared by
- Rudd & Company PLLC
Mission
TO SUPPORT THE UNIVERSITY OF MONTANA - WESTERN
Program accomplishments
- VARIOUS SUPPORT ACTIVITES FOR THE UNIVERSITY OF MONTANA - WESTERNExpenses $6,030,781 · grants $5,844,278 · revenue $10,000
- SCHOLARSHIPS GIVEN TO STUDENTS AS A RESULT OF VARIOUS ACTIVITIESExpenses $521,117 · grants $521,117
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0386970
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B42I)
- Assets (IRS master file)
- $18,432,285
- Income (IRS master file)
- $12,863,170
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,322,216 | $6,672,231 | $18,432,285 | XML |
| 990 | June 2024 | $2,987,192 | $3,636,321 | $13,641,234 | IRS |
| 990 | June 2023 | $3,298,972 | $1,635,754 | $13,545,591 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0386970).
Questions about THE UNIVERSITY OF MONTANA WESTERN FOUNDATION
- What is the EIN of THE UNIVERSITY OF MONTANA WESTERN FOUNDATION?
- The employer identification number (EIN) of THE UNIVERSITY OF MONTANA WESTERN FOUNDATION is 81-0386970.
- Is THE UNIVERSITY OF MONTANA WESTERN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to THE UNIVERSITY OF MONTANA WESTERN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE UNIVERSITY OF MONTANA WESTERN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE UNIVERSITY OF MONTANA WESTERN FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE UNIVERSITY OF MONTANA WESTERN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE UNIVERSITY OF MONTANA WESTERN FOUNDATION?
- The 990 for the year ended June 30, 2025 names GLEN LEAVITT.
- Who are the officers and directors of THE UNIVERSITY OF MONTANA WESTERN FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does THE UNIVERSITY OF MONTANA WESTERN FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,322,216, expenses of $6,672,231 and total assets of $18,432,285 at year end.
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