BEducationEIN: 810386970· Ruling Year: 1980

The University Of Montana Western Foundation

Dillon, Montana

B+Health Score
69B+

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 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org7.63×
Peer Median20.77×
💰
$2.6M
Total Revenue
📊
$1.6M
Total Expenses
🏦
$12.5M
Net Assets
📋
$350K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+28.8%
Year-over-year change (2022 → 2023)
Net Margin
+36.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.63
Net assets divided by total expenses
Liabilities-to-Assets
2.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,587,06029%$1,635,75411%$12,833,67911%
2022$2,008,95448%$1,469,32218%$11,537,5695%
2021$3,844,07288%$1,247,43525%$10,999,81231%
2020$2,041,67967%$996,5072%$8,409,66114%
2019$1,225,65624%$1,011,8679%$7,366,4402%
2018$1,606,96213%$926,85330%$7,196,45310%
2017$1,854,42598%$1,328,65133%$6,518,4759%
2016$935,524156%$1,002,465123%$5,986,3101%
2015$365,87671%$449,10228%$6,050,6831%
2014$1,247,4477%$626,4262%$6,135,86411%
2013$1,347,52039%$638,4622%$5,533,50414%
2012$966,49811%$623,48219%$4,845,5868%
2011$868,349$768,103$4,500,382

Frequently Asked Questions

What does The University Of Montana Western Foundation do?

The University Of Montana Western Foundation is a education nonprofit organization based in Montana. It is classified under NTEE code B42I and is registered as a 501(c) tax-exempt organization with the IRS.

Is The University Of Montana Western Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The University Of Montana Western Foundation has a score of 69/100 (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 The University Of Montana Western Foundation generate?

The University Of Montana Western Foundation reports $3.0M in annual revenue and holds $13.6M in total assets, based on IRS filings.

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