BEducationEIN: 816001649

Montana State University Foundation

Bozeman, Montana

AHealth Score
89A

Financial Health Score

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

Excellent

How This Organization Compares

Compared to 492 peers in Education with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org12.20×
Peer Median1.96×
💰
$61.2M
Total Revenue
📊
$29.4M
Total Expenses
🏦
$358.2M
Net Assets
📋
$20.9M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-11.0%
Year-over-year change (2022 → 2023)
Net Margin
+52.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.20
Net assets divided by total expenses
Liabilities-to-Assets
5.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$61,224,54011%$29,360,32537%$379,099,44915%
2022$68,811,89289%$46,879,13080%$330,292,3091%
2021$36,483,82015%$26,057,21216%$333,574,08623%
2020$31,692,85523%$22,517,88931%$271,741,2911%
2019$41,261,68535%$32,729,66622%$268,984,7383%
2018$30,477,47914%$42,215,43929%$260,560,6931%
2017$35,549,11358%$32,673,89521%$262,098,8675%
2016$84,697,019265%$26,905,47117%$250,510,77325%
2015$23,208,12610%$22,903,69016%$199,996,3893%
2014$25,822,75467%$27,258,88999%$206,175,99716%
2013$15,492,15563%$13,686,52524%$178,081,9339%
2012$41,517,219143%$18,001,91995%$163,091,44210%
2011$17,054,276$9,229,142$148,468,867

Frequently Asked Questions

What does Montana State University Foundation do?

Montana State University Foundation is a education nonprofit organization based in Montana. It is classified under NTEE code B114 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Montana State University Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Montana State University Foundation has a score of 89/100 (Grade: A). 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 Montana State University Foundation generate?

Montana State University Foundation reports $101.1M in annual revenue and holds $453.2M in total assets, based on IRS filings.

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