Educational Institutions

THE UNIVERSITY OF MONTANA WESTERN FOUNDATION

  • Dillon, MT
  • www.umwfoundation.org

Mission Statement

The University of Montana Western Foundation exists to inspire generosity and connect donors with their passions in order to promote access and excellence in higher education at the University of Montana Western.

ruling year

1980

Executive Director since 2011

Self-reported

Roxanne Engellant

Keywords

Self-reported

Fundraising

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EIN

81-0386970

 Number

0544768073

Physical Address

710 S. Atlantic St.

Dillon, MT 59725

Contact

Cause Area (NTEE Code)

Undergraduate College (4-year) (B42)

Fund Raising and/or Fund Distribution (B12)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Programs + Results

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Financials

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THE UNIV OF MONTANA-WESTERN FOUNDATION
Fiscal year: Jan 01-Jun 30

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Operations

The people, governance practices, and partners that make the organization tick.

THE UNIVERSITY OF MONTANA WESTERN FOUNDATION

Leadership

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  • Forms 990 for 2015, 2014 and 2013
  • Board Chair and Board Co-Chair
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Executive Director

Roxanne Engellant

BIO

Roxanne Engellant is the University of Montana Western Foundation Executive Director and the Director of University Development and Alumni Affairs. As the Executive Director of the Montana Western Foundation, Roxanne's responsibilities include, promoting and supporting the university, building and maintaining strong alumni and community relations which includes community events and outreach.

Roxanne joined the University of Montana Western Foundation in 2011 and works closely with Chancellor Beth Weatherby to promote and garner support for the university's students, programs and faculty. In addition, Roxanne is responsible for daily management and oversight of foundation reports, funds, budget, audit and general accounting.

Roxanne has over 24 years of experience in building and maintaining relationships with clients. Prior to joining Montana Western, Roxanne spent 20 years in the insurance industry in a multitude of roles ranging from customer service, to data coordination and sales.

Working closely and effectively with academic departments, admissions, marketing, athletics, university relations, conference & events, faculty, staff and foundation board members is critical in her position.

Roxanne graduated from Carroll College in 1991 with a Bachelor's Degree in Accounting and Business Administration. She and her husband, Kevin, a UMW Business Professor have three children, JT, Courtney and Kyler.

STATEMENT FROM THE Executive Director

"Our goal is to make sure Montana Western continues to be accessible to students and provide excellence in undergraduate instruction. Private giving is an important part of that equation.

We invite you to help build the future of our university. We seek your support to ensure that the accomplishments of recent years are not remembered merely as a bright moment in Montana Western's history, but rather as the foundation for a Montana Western of permanently greater scope and strength, a university with the capacity to contribute through its scholarships and its graduates."

Governance

BOARD CHAIR

MaryAnn Nicholas

BOARD LEADERSHIP PRACTICES

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices. Self-reported by organization


RESPONSE NOT PROVIDED

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?


RESPONSE NOT PROVIDED

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?


RESPONSE NOT PROVIDED

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?


RESPONSE NOT PROVIDED

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?


RESPONSE NOT PROVIDED

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?