Montana · Nonprofit
THE UNIV OF MONTANA-WESTERN FOUNDATION
THE UNIV OF MONTANA-WESTERN FOUNDATION (Montana) receives grants from 28 organizations whose IRS filings report $2,471,935 to it, the largest being DI EMERICK TRUST THE UNIVERSITY OF MONTANA WESTERN FOUND ($628,041). 12 of them have funded it in more than one year.
- Revenue FY2025
- $11M
- Funders on record
- 28
- Grants received
- $2.5M
- Net assets
- $17M
What The Univ of Montana-Western Foundation does
Mission
To support the university of montana - western
As stated on its FY2025 Form 990.
Programs
Various support activites for the university of montana - western
$6,030,781 spentof which $5,844,278 as grants$10,000 earned by the program92% of program spendingScholarships given to students as a result of various activities
$521,117 spentof which $521,117 as grants8% of program spending
The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $6,551,898.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $14M to $18M (+35%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2024 2% · 2025 0%. Grants only. Government contracts and fees sit inside program revenue.
74% of THE UNIV OF MONTANA-WESTERN FOUNDATION’s revenue is contributions — more donation-reliant than the typical peer (23% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Phil Willett
Board chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 1 funder to 15 funders, grant income rose $11k → $608k.
7 of 28 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 29% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of THE UNIV OF MONTANA-WESTERN FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
THE UNIV OF MONTANA-WESTERN FOUNDATION leans on a few funders — its largest provides 25% of grant income and the top three 60%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
55% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE UNIV OF MONTANA-WESTERN FOUNDATION.
Largest funder’s share by year: 2017 100% · 2018 79% · 2019 78% · 2020 42% · 2021 53% · 2022 28% · 2023 41% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
50% of THE UNIV OF MONTANA-WESTERN FOUNDATION's funders are still giving 3 years after their first grant; 43% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
THE UNIV OF MONTANA-WESTERN FOUNDATION draws 56% of its grant income from funders outside Montana, across 15 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $715k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
THE UNIV OF MONTANA-WESTERN FOUNDATION runs a healthier operating margin than three-quarters of the 3,758 education nonprofits its size.
this organization peer median middle 50% of peers· 3,758 education nonprofits $10M–$100M, FY2025
Organizations like THE UNIV OF MONTANA-WESTERN FOUNDATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Montana
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
98% of spending goes to programs.
Governance
Public support
88%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for THE UNIV OF MONTANA-WESTERN FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds THE UNIV OF MONTANA-WESTERN FOUNDATION?
- THE UNIV OF MONTANA-WESTERN FOUNDATION (Montana) receives grants from 28 organizations whose IRS filings report $2,471,935 to it, the largest being DI EMERICK TRUST THE UNIVERSITY OF MONTANA WESTERN FOUND ($628,041). 12 of them have funded it in more than one year.
- How many funders does THE UNIV OF MONTANA-WESTERN FOUNDATION have?
- IRS filings report 28 organizations giving $2,471,935 in grants to THE UNIV OF MONTANA-WESTERN FOUNDATION, 12 of which have funded it in more than one year.
- Who is the largest funder of THE UNIV OF MONTANA-WESTERN FOUNDATION?
- DI EMERICK TRUST THE UNIVERSITY OF MONTANA WESTERN FOUND is the largest funder on record, with $628,041 in grants. The full list of funders is on this page.
- How can an organization like THE UNIV OF MONTANA-WESTERN FOUNDATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Montana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 28 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing