BEducationEIN: 810362989

University of Montana Foundation

Missoula, Montana

B+Health Score
65B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 73 peers in Education with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org9.46×
Peer Median9.48×
💰
$33.5M
Total Revenue
📊
$35.2M
Total Expenses
🏦
$332.8M
Net Assets
📋
$44.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-41.1%
Year-over-year change (2022 → 2023)
Net Margin
-5.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.46
Net assets divided by total expenses
Liabilities-to-Assets
11.8%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$33,477,32141%$35,180,9764%$377,569,2086%
2022$56,881,62922%$33,858,30739%$356,264,9403%
2021$73,061,53168%$24,297,17613%$368,257,13523%
2020$43,572,4669%$28,072,29733%$300,141,439
2019$40,131,9854%$41,768,44314%$300,888,275
2018$41,692,62746%$48,443,25472%$301,781,8511%
2017$76,864,005143%$28,133,4534%$305,597,86327%
2016$31,635,38032%$26,969,693$240,208,6504%
2015$46,542,80735%$26,932,76849%$249,263,57412%
2014$34,480,66077%$18,048,61112%$221,910,57419%
2013$19,477,9971%$16,168,94413%$187,142,7999%
2012$19,754,34339%$14,251,60315%$171,532,954
2011$14,236,735$16,734,763$172,363,266

Frequently Asked Questions

What does University of Montana Foundation do?

University of Montana Foundation is a education nonprofit organization based in Montana. It is classified under NTEE code B110 and is registered as a 501(c) tax-exempt organization with the IRS.

Is University of Montana Foundation financially healthy?

Based on our 9-metric Financial Health Score model, University of Montana Foundation has a score of 65/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does University of Montana Foundation generate?

University of Montana Foundation reports $59.0M in annual revenue and holds $425.0M in total assets, based on IRS filings.

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