Montana Technological University Foundation
Donations deductibleMontana Technological University Foundation's network
15 people3 organisationsi15 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bryan Larson Chair | Outgoing Chair (Thru 2/24) | 2019 | 7 yrs |
| Robert Shepherd Chair (also filed as Bob Shepherd) | Board Chair | 2019 | 7 yrs |
| Bill Daily | Director | 2024 | 2 yrs |
| Dave Burger | Director | 2020 | 6 yrs |
| Dennis Garbarino | Director | 2024 | 2 yrs |
| Gary Kolstad | Director | 2022 | 4 yrs |
| Jerri Doyle | Company secretary | 2024 | 2 yrs |
| Jon Cherry | Director | 2020 | 6 yrs |
| Jonna Laslovich | Director | 2020 | 6 yrs |
| Josh Vincent | Vice Chair | 2019 | 7 yrs |
| Kathy Arnold | Director | 2019 | 7 yrs |
| Kristen Manson | Treasurer | 2024 | 2 yrs |
| LEO McArthy | Director | 2024 | 2 yrs |
| LEO McCarthy | Director | 2020 | 6 yrs |
| Nicki Miller Houston | Director | 2024 | 2 yrs |
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Deanna Johnson | Finance Director | since 2019 |
| Jaime Heppler | Chief Executive Officer | since 2023 |
| Joe McClafferty | President | since 2019 |
| Lance J Allen | Chief Financial Officer | 2024 |
| Luke Meyer | Vice President of Development | since 2023 |
| Michael Barth | Executive Director (Thru 3/31/22) | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jaime Heppler | Chief Executive Officer | 40 | $194k | $56k | |
| Luke Meyer | Vice President of Development | 40 | $147k | $36k | |
| Lance Allen | Chief Financial Officer | 40 | $132k | $14k | |
| Shannon Panisko | Vice President | 40 | $102k | $46k | |
| Robert Shepherd | Board Chair | 1 | $0 | ||
| Josh Vincent | Board Vice Chair | 1 | $0 | ||
| Kristen Manson | Treasurer | 1 | $0 | ||
| Jerri Doyle | Secretary (Thru 04/25) | 1 | $0 | ||
| Kathy Arnold | Board Member (Thru 04/25) | 1 | $0 | ||
| David Burger | Board Member | 1 | $0 | ||
| Jon Cherry | Board Member (Thru 04/25) | 1 | $0 | ||
| William Daily | Board Member | 1 | $0 | ||
| Dennis Garbarino | Board Member | 1 | $0 | ||
| Michele Hardy | Board Member | 0.5 | $0 | ||
| Nikki Houston | Board Member | 0.5 | $0 | ||
| Gary Kolstad | Board Member | 1 | $0 | ||
| Jonna Laslovich | Board Member | 0.5 | $0 | ||
| Leo McCarthy | Board Member (Thru 04/25) | 1 | $0 | ||
| Jack Standa | Board Member | 0.5 | $0 |
Colorado roster
21 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263017778). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Shannon Panisko | Vice President |
| Lance Allen | Chief Financial Officer |
| Leo McCarthy | Board Member (Thru 04/25) |
| Dennis Garbarino | Board Member |
| Robert Shepherd | Board Chair |
| Luke Meyer | Vice President of Development |
| Kathy Arnold | Board Member (Thru 04/25) |
| Gary Kolstad | Board Member |
| Jaime Heppler | President |
| David Burger | Board Member |
| Nikki Houston | Board Member |
| Jack Standa | Board Member |
| Michele Hardy | Board Member |
| Jon Cherry | Board Member (Thru 04/25) |
| Jerri Doyle | Secretary (Thru 04/25) |
| Jonna Laslovich | Board Member |
| Josh Vincent | Board Vice Chair |
| Kristen Manson | Treasurer |
| Lance Allen | |
| Jaime Heppler | Chief Executive Officer |
| William Daily | Board Member |
About
- Legal name
- Montana Technological University Foundation
- EIN
- 810250363
- Address
- 1300 W Park Street Urc, Butte, MT, 59701-8955
- State
- Montana
- Mission
- The mission of the montana tech foundation is to advance the teaching, research and public service endeavors of montana tech by generating private contributions to supplement the institution's state and federal revenues for capital, operating and student assistance funds. The foundation is the catalyst and channel through which gifts and donation income flow to provide instantaneous and... (as filed on the Form 990)
- Activity (NTEE)
- B110 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 1967
- Principal officer
- Jaime Heppler (as named on the Form 990)
- IRS ruling date
- 1 February 1969
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsBryan Larson
≥7years on the filingsRobert Shepherd
≥7years on the filingsJosh Vincent
≥7years on the filingsKathy Arnold
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $121.9m
- Total liabilities
- $382k
- Net assets or fund balances
- $121.5m
- Contributions and grants received
- $10.7m
- Program service revenue
- $0
- Grants and similar paid out
- $3.9m
- Employees
- 12
- Volunteers
- 20
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $9.8m | $6.3m | $3.5m |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Montana Technological University | Student scholarships, professorship, supplements, and program distributions | $3.5m |
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Montana Technological University Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- nonprofit corporation
- Status
- Good Standing
- Formed
- 12 February 2026
- Registered agent
- Colorado Registered Agents Inc (city and state not held)
This register does not publish officers or directors.