Civic Intelligence

University Faculty Association Local 119 of the Mfpe

990 • Fiscal year 2019 • EIN 81-6013891

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 04, 2020

Organization ProfileWWW.MONTANAFACULTY.ORG

View Organization Page

002 University Hall U Of MontanaMissoula, MT 59812

(406) 243-6592

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.04x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.07x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

26th percentile

-3.0%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$4,500

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

1.1%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-14%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$585,837

Up $6,502 (+1.1%) from 2018

Net Assets

Up

$564,787

Up $9,593 (+1.7%) from 2018

Liabilities

Down

$21,050

Down $3,091 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin26th percentile

Revenue

Down

$316,754

Down $51,969 (-14%) from 2018

Expenses

Down

$326,404

Down $60,340 (-16%) from 2018

Net Income

Up

-$9,650

Up $8,371 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $365,056Liabilities 2011: $10,844Net Assets 2011: $354,2122011Assets 2012: $382,626Liabilities 2012: $15,005Net Assets 2012: $367,6212012Assets 2013: $414,284Liabilities 2013: $27,713Net Assets 2013: $386,5712013Assets 2014: $512,244Liabilities 2014: $63,525Net Assets 2014: $448,7192014Assets 2015: $522,281Liabilities 2015: $42,138Net Assets 2015: $480,1432015Assets 2016: $487,775Liabilities 2016: $15,249Net Assets 2016: $472,5262016Assets 2017: $547,628Liabilities 2017: $2,941Net Assets 2017: $544,6872017Assets 2018: $579,335Liabilities 2018: $24,141Net Assets 2018: $555,1942018Assets 2019: $585,837Liabilities 2019: $21,050Net Assets 2019: $564,7872019Assets 2020: $637,119Liabilities 2020: $20,141Net Assets 2020: $616,9782020Assets 2021: $808,225Liabilities 2021: $1,790Net Assets 2021: $806,4352021Assets 2022: $734,803Liabilities 2022: $895Net Assets 2022: $733,9082022Assets 2023: $807,717Liabilities 2023: $0Net Assets 2023: $807,7172023Assets 2024: $898,790Liabilities 2024: $21,197Net Assets 2024: $877,5932024Assets 2025: $962,572Liabilities 2025: $0Net Assets 2025: $962,5722025

Highlighted filing

2019

Assets$585,837
Liabilities$21,050
Net Assets$564,787
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $462,717Expenses 2011: $149,813Net Income 2011: $312,9042011Expenses 2012: $323,2182012Expenses 2013: $324,7072013Revenue 2014: $373,460Expenses 2014: $333,572Net Income 2014: $39,8882014Revenue 2015: $392,187Expenses 2015: $347,250Net Income 2015: $44,9372015Revenue 2016: $365,780Expenses 2016: $370,611Net Income 2016: -$4,8312016Revenue 2017: $370,666Expenses 2017: $343,419Net Income 2017: $27,2472017Revenue 2018: $368,723Expenses 2018: $386,744Net Income 2018: -$18,0212018Revenue 2019: $316,754Expenses 2019: $326,404Net Income 2019: -$9,6502019Revenue 2020: $381,248Expenses 2020: $341,477Net Income 2020: $39,7712020Revenue 2021: $401,735Expenses 2021: $231,852Net Income 2021: $169,8832021Revenue 2022: $310,119Expenses 2022: $260,230Net Income 2022: $49,8892022Revenue 2023: $291,995Expenses 2023: $241,770Net Income 2023: $50,2252023Revenue 2024: $300,128Expenses 2024: $274,488Net Income 2024: $25,6402024Revenue 2025: $343,089Expenses 2025: $284,934Net Income 2025: $58,1552025

Highlighted filing

2019

Revenue$316,754
Expenses$326,404
Net Income-$9,650
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 4, 2020
Return Version
2018v3.1
Gross Receipts
$316,754
Mission and Program Overview

Mission

The University Faculty Association, Local 119 of the MFPE is the faculty union for faculty at The University of Montana. It bargains for and maintains the contract for faculty. It helps the faculty with any grievances with the University Administration.

The university faculty association is the faculty union for the faculty at the university of montana. It bargains for and maintains the contract for faculty. It helps the faculty with any grievances with the university administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$486,094$511,496▲ $25,402
Cash and Non-Interest-Bearing Accounts$73,137$56,633▼ $16,504
Accounts Receivable$17,522$15,126▼ $2,396
Land, Buildings, and Equipment, Net$2,582$2,582→ $0
Total Assets$579,335$585,837▲ $6,502
Liabilities
Accounts Payable and Accrued Expenses$13,851$21,050▲ $7,199
Escrow Account Liability$10,290$0▼ $10,290
Total Liabilities$24,141$21,050▼ $3,091
Net Assets / Fund Balance
Unrestricted Net Assets$555,194$564,787▲ $9,593
Total Net Assets Fund Balance$555,194$564,787▲ $9,593
Total Liabilities and Net Assets / Fund Balance$579,335$585,837▲ $6,502

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,582$8,444$11,026
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Paul HaborPresident (outgoing)PT$4,500$4,500
Megan StarkPresident (incoming)PT$4,500$4,500
Alex BulmahnGrievancePT$2,250$2,250
Daisy RooksStudent ComplaintsPT$2,250$2,250

Board Members and Trustees

NameTitle
Phil CondonVice President
Allen Szalda-petreeMember
Ashley TrautmanMember
Dave BeckMember
James LaskinPrograms & Advocacy
Celine BeamerSecretary
Joel IversonTrades and Labor
Jeff BookwalterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$310,590
Investment Income
$6,164
Other Revenue
$0
Change in Net Assets
$-9,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$314,012
Revenue Not Reported on Financial Statements
$2,742
Revenue Not Reported on Form 990
$21,984
Total Revenue per Audited Statements
$335,996
Total Revenue per Form 990
$316,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,569
Salaries, Compensation, and Employee Benefits$56,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$51,734-$51,734
Other Expenses$13,500$21,448-$13,500
Payroll Taxes-$4,669-$4,669
All Other Expenses$404$3,795-$4,199
Office Expenses-$3,238-$3,238
Fees for Service Investment Mgmnt Fees-$2,743-$2,743
Insurance-$471-$471
Other Employee Benefits-$432-$432
Total Functional Expenses$237,874$88,530$0$326,404

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$326,404
Total Expenses per Audited Statements$326,404
Total Expenses per Form 990$326,404
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The union is organized with members.”

Form 990, Part VI, Section A, Line 7A

“Members elect members of the board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is made available to all board members before filing. The 990 is reviewed and signed by the board president.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is part of the collective bargaining agreement and is carefully monitored by the board. If any conflict arise, they would come before the full board.”

Form 990, Part VI, Section C, Line 18

“The organization's governing documents, policies, and financial statements are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
University Faculty Association
EIN
81-6013891
Phone
4062436592
Address
002 UNIVERSITY HALL U OF MONTANA, MISSOULA, MT 59812
Doing Business As
University Faculty Association

Signing Officer

Name
Megan Stark
Title
President
Phone
4062436592
Signed
2020-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Stark
Formed
1978
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Firm
Peterson CPA Group Pc
Address
PO BOX 5667, MISSOULA, MT 59806
Preparer
Dan Peterson
Phone
4069261800
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Certain members designate charitable organizations as recipients of their membership dues. Custodial funds represent these funds to be distributed to the charities. During 2019 all custodial funds were distributed to charities and members are no longer able to designate charitable organizations as recipients of their membership dues.”

PART X, LINE 2:

“Ufa is exempt from income taxes under the provisions of section 501(c)(6) of the internal revenue code.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING -1.”

Raw XML AppendixShowing 400 of 409 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013851
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021050
IRS990/AccountsReceivableGrp/BOYAmt017522
IRS990/AccountsReceivableGrp/EOYAmt015126
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE UNIVERSITY FACULTY ASSOCIATION IS THE FACULTY UNION FOR THE FACULTY AT THE UNIVERSITY OF MONTANA. IT BARGAINS FOR AND MAINTAINS THE CONTRACT FOR FACULTY. IT HELPS THE FACULTY WITH ANY GRIEVANCES WITH THE UNIVERSITY ADMINISTRATION.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03795
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0404
IRS990/AllOtherExpensesGrp/TotalAmt04199
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MEGAN STARK
IRS990/BooksInCareOfDetail/PhoneNum04062436592
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0002 UNIVERSITY HALL U OF MONTANA
IRS990/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059812
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt073137
IRS990/CashNonInterestBearingGrp/EOYAmt056633
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06164
IRS990/CYOtherExpensesAmt0269569
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0310590
IRS990/CYRevenuesLessExpensesAmt0-9650
IRS990/CYSalariesCompEmpBnftPaidAmt056835
IRS990/CYTotalExpensesAmt0326404
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0316754
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BARGAINING AND DEFENDING THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE FACULTY AND THE ADMINISTRATION OF THE UNIVERSITY OF MONTANA; REPRESENTING FACULTY IN ANY DISAGREEMENTS BETWEEN THE FACULTY AND THE ADMINISTRATION; AND REPRESENTING THE FACULTY IN COMPLAINTS FILED AGAINST THEM BY STUDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0UNIVERSITY FACULTY ASSOCIATION
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt010290
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0237874
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02743
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02743
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1120.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt04500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt42250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt52250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt114500
IRS990/Form990PartVIISectionAGrp/PersonNm0MEGAN STARK
IRS990/Form990PartVIISectionAGrp/PersonNm1PHIL CONDON
IRS990/Form990PartVIISectionAGrp/PersonNm2CELINE BEAMER
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF BOOKWALTER
IRS990/Form990PartVIISectionAGrp/PersonNm4ALEX BULMAHN
IRS990/Form990PartVIISectionAGrp/PersonNm5DAISY ROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES LASKIN
IRS990/Form990PartVIISectionAGrp/PersonNm7JOEL IVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVE BECK
IRS990/Form990PartVIISectionAGrp/PersonNm9ASHLEY TRAUTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10ALLEN SZALDA-PETREE
IRS990/Form990PartVIISectionAGrp/PersonNm11PAUL HABOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT (INCOMING)
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4GRIEVANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5STUDENT COMPLAINTS
IRS990/Form990PartVIISectionAGrp/TitleTxt6PROGRAMS & ADVOCACY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRADES AND LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT (OUTGOING)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0316754
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0471
IRS990/InsuranceGrp/TotalAmt0471
IRS990/InvestmentExpenseAmt0-2742
IRS990/InvestmentIncomeGrp/ExclusionAmt06164
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06164
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0486094
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0511496
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08444
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02582
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02582
IRS990/LandBldgEquipCostOrOtherBssAmt011026
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UNIVERSITY FACULTY ASSOCIATION, LOCAL 119 OF THE MFPE IS A NONPROFIT CORPORATION WHOSE PURPOSE IS TO ACT AS A LOCAL UNION FOR THE FACULTY OF THE UNIVERSITY OF MONTANA (THE UNIVERSITY) LOCATED IN MISSOULA, MONTANA. THE UNION RECEIVES SUBSTATINALLY ALL OF ITS FUNDING THROUGH DUES RECEIVED FROM UNIVERSITY FACULTY. THE UNION IS AN AFFILIATE OF THE NATIONAL ORGANIZATIONS, THE AMERICAN FEDERATION OF TEACHERS AND THE NATIONAL EDUCATION ASSOCIATION, AND THE STATE ASSOCIATION, THE MONTANA FEDERATION OF PUBLIC EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0555194
IRS990/NetAssetsOrFundBalancesEOYAmt0564787
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021985
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03238
IRS990/OfficeExpensesGrp/TotalAmt03238
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0432
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0432
IRS990/OtherExpensesGrp/Desc0AGENCY FEES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2DONATIONS
IRS990/OtherExpensesGrp/Desc3COURSE BUYOUT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021448
IRS990/OtherExpensesGrp/ProgramServicesAmt0204185
IRS990/OtherExpensesGrp/ProgramServicesAmt119785
IRS990/OtherExpensesGrp/ProgramServicesAmt213500
IRS990/OtherExpensesGrp/TotalAmt0204185
IRS990/OtherExpensesGrp/TotalAmt121448
IRS990/OtherExpensesGrp/TotalAmt219785
IRS990/OtherExpensesGrp/TotalAmt313500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051734
IRS990/OtherSalariesAndWagesGrp/TotalAmt051734
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04669
IRS990/PayrollTaxesGrp/TotalAmt04669
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MEGAN STARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0278164
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt132426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0278164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132426
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04227
IRS990/PYOtherExpensesAmt0332353
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0364496
IRS990/PYRevenuesLessExpensesAmt0-18021
IRS990/PYSalariesCompEmpBnftPaidAmt054391
IRS990/PYTotalExpensesAmt0386744
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0368723
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-9650
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0310590
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02582
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08444
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011026
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0326404
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02742
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021985
IRS990ScheduleD/OtherRevenueAmt0-1
IRS990ScheduleD/RevenueNotReportedAmt021984
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02742
IRS990ScheduleD/RevenueSubtotalAmt0314012
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CERTAIN MEMBERS DESIGNATE CHARITABLE ORGANIZATIONS AS RECIPIENTS OF THEIR MEMBERSHIP DUES. CUSTODIAL FUNDS REPRESENT THESE FUNDS TO BE DISTRIBUTED TO THE CHARITIES. DURING 2019 ALL CUSTODIAL FUNDS WERE DISTRIBUTED TO CHARITIES AND MEMBERS ARE NO LONGER ABLE TO DESIGNATE CHARITABLE ORGANIZATIONS AS RECIPIENTS OF THEIR MEMBERSHIP DUES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UFA IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ROUNDING -1.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02582
IRS990ScheduleD/TotalExpensesPerForm990Amt0326404
IRS990ScheduleD/TotalRevenuePerForm990Amt0316754
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0335996
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0326404
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UNION IS ORGANIZED WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING. THE 990 IS REVIEWED AND SIGNED BY THE BOARD PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS PART OF THE COLLECTIVE BARGAINING AGREEMENT AND IS CAREFULLY MONITORED BY THE BOARD. IF ANY CONFLICT ARISE, THEY WOULD COME BEFORE THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0579335
IRS990/TotalAssetsEOYAmt0585837
IRS990/TotalAssetsGrp/BOYAmt0579335
IRS990/TotalAssetsGrp/EOYAmt0585837
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088530
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237874
IRS990/TotalFunctionalExpensesGrp/TotalAmt0326404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024141
IRS990/TotalLiabilitiesEOYAmt021050
IRS990/TotalLiabilitiesGrp/BOYAmt024141
IRS990/TotalLiabilitiesGrp/EOYAmt021050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0555194
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0564787
IRS990/TotalOtherCompensationAmt013500
IRS990/TotalProgramServiceExpensesAmt0237874
IRS990/TotalProgramServiceRevenueAmt0310590
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06164
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0310590
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0316754
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0579335
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0585837
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0555194
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0564787
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0002 UNIVERSITY HALL U OF MONTANA
IRS990/USAddress/CityNm0MISSOULA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059812
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.MONTANAFACULTY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN STARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062436592
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY FACULTY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 119 OF THE MFPE
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0816013891
ReturnHeader/Filer/PhoneNum04062436592
ReturnHeader/Filer/USAddress/AddressLine1Txt0002 UNIVERSITY HALL U OF MONTANA
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059812
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId097230FF7D2AB2C819EE6F2C0FA5EFA2C054BB5FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.166.93.146
ReturnHeader/FilingSecurityInformation/IPDt02020-02-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm018:04:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822385704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$585,837
Liabilities
$21,050
Net assets
$564,787
Revenue
$316,754
Expenses
$326,404
Net income
-$9,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$3.43$2.85$0.58
2024Detailed filing. Detailed filing data is available for this year.$8.99$0.21$8.78$3.00$2.74$0.26
2023Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$2.92$2.42$0.50
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$3.10$2.60$0.50
2021Detailed filing. Detailed filing data is available for this year.$8.08$0.02$8.06$4.02$2.32$1.70
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.20$6.17$3.81$3.41$0.40
2019Detailed filing. Detailed filing data is available for this year.$5.86$0.21$5.65$3.17$3.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.24$5.55$3.69$3.87$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.48$0.03$5.45$3.71$3.43$0.27
2016Summary only. Only limited summary data is available for this year.$4.88$0.15$4.73$3.66$3.71$0.05
2015Summary only. Only limited summary data is available for this year.$5.22$0.42$4.80$3.92$3.47$0.45
2014Summary only. Only limited summary data is available for this year.$5.12$0.64$4.49$3.73$3.34$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.28$3.87$3.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.15$3.68$3.23
2011Summary only. Only limited summary data is available for this year.$3.65$0.11$3.54$4.63$1.50$3.13