MONTANA TECHNOLOGICAL UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA TECHNOLOGICAL UNIVERSITY FOUNDATION (EIN 81-0250363)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641359349300604
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T23:38:25-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 16TH STREET SUITE 1700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810250363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA TECHNOLOGICAL | BusinessNameLine1Txt |
| Business Name Line2 | UNIVERSITY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064964615 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 W PARK STREET URC | AddressLine1Txt |
| City | BUTTE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAIME HEPPLER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4064964615 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA DETTMANN CPA | PreparerPersonNm |
| PTIN | P01408585 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA TECH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAIME HEPPLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 W PARK STREET URC | AddressLine1Txt |
| City | BUTTE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,259,862 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://FOUNDATION.MTECH.EDU/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE THE TEACHING, RESEARCH, AND PUBLIC SERVICE ENDEAVORS OF MONTANA TECHNOLOGICAL UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $24,698 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,322 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,509,781 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,749,689 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,109,833 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,872,811 | CYInvestmentIncomeAmt |
| PY Other Revenue | $217,257 | PYOtherRevenueAmt |
| CY Other Revenue | -$10,075 | CYOtherRevenueAmt |
| PY Total Revenue | $9,836,871 | PYTotalRevenueAmt |
| CY Total Revenue | $12,612,425 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,359,198 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,916,301 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,114,123 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,424,944 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $374,468 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,601,484 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,846,631 | PYOtherExpensesAmt |
| CY Other Expenses | $2,042,280 | CYOtherExpensesAmt |
| PY Total Expenses | $6,319,952 | PYTotalExpensesAmt |
| CY Total Expenses | $7,757,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,516,919 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,854,432 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,611,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,902,431 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $383,826 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $381,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $109,227,621 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $121,520,513 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 LONG-TERM SUPPORT FOR MONTANA TECH AND ALL OF ITS PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,104,632 | ExpenseAmt |
| Grant | $3,916,301 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE MONTANA TECHNOLOGICAL UNIVERSITY FOUNDATION PROVIDED THE MONTANA TECHNOLOGICAL UNIVERSITY WITH PRIVATE DOLLARS TO ADVANCE ITS MISSION TO CONNECT STUDENTS TO A NETWORK OF PEOPLE, OPPORTUNITIES AND EXPERIENCE THAT EMPOWER THEM TO CHANGE THE WORLD. THE FOUNDATION PROVIDED 2.5 MILLION IN SCHOLARSHIPS TO OVER 550 STUDENTS AND 2.6 MILLION TO ASSIST DEPARTMENTS WITH PURCHASES OF EQUIPMENT, SUPPLIES AND OTHER SUPPORT. | Desc |
| Total Program Service Expenses | $5,104,632 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 4 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCE ALLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064964615 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 W PARK ST | AddressLine1Txt |
| City | BUTTE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT SHEPHERD | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSH VINCENT | ||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTEN MANSON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JERRI DOYLE | ||||||
| SECRETARY (THRU 04/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHY ARNOLD | ||||||
| BOARD MEMBER (THRU 04/25) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BURGER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON CHERRY | ||||||
| BOARD MEMBER (THRU 04/25) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM DAILY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS GARBARINO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE HARDY | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NIKKI HOUSTON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GARY KOLSTAD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONNA LASLOVICH | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LEO MCCARTHY | ||||||
| BOARD MEMBER (THRU 04/25) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK STANDA | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LANCE ALLEN | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $131,641 | $0 | $13,805 | |
| JAIME HEPPLER | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $193,862 | $0 | $55,675 | |
| LUKE MEYER | ||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.00 | Yes (X) | $147,018 | $0 | $36,391 | |
| SHANNON PANISKO | ||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $101,904 | $0 | $45,913 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $574,425 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,784 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MPK&D | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3114 HARFORD RD | AddressLine1Txt |
| City | HYDES | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL FUNDRAISING CONSULTANTS | ServicesDesc |
| Compensation | $399,260 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $46,280 | FundraisingAmt |
| All Other Contributions | $10,703,409 | AllOtherContributionsAmt |
| Noncash Contributions | $252,113 | NoncashContributionsAmt |
| Total Contributions | $10,749,689 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $380,400 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$35,575 | UnrelatedBusinessRevenueAmt |
| Exclusion | $415,975 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,093,968 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,601,557 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,492,411 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,492,411 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $60,273 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,432,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $46,280 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,102 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,852 | TotalRevenueColumnAmt |
| Exclusion | -$14,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $12,555 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $7,778 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,777 | TotalRevenueColumnAmt |
| Exclusion | $4,777 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,612,425 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,698 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,838,038 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,880,128 | TotalAmt |
| Program Services | $3,880,128 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,173 | TotalAmt |
| Program Services | $36,173 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,665 | TotalAmt |
| Management And General | $219,292 | ManagementAndGeneralAmt |
| Fundraising | $534,373 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,791 | TotalAmt |
| Management And General | $109,252 | ManagementAndGeneralAmt |
| Fundraising | $299,539 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,839 | TotalAmt |
| Management And General | $11,072 | ManagementAndGeneralAmt |
| Fundraising | $29,767 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,034 | TotalAmt |
| Management And General | $75,072 | ManagementAndGeneralAmt |
| Fundraising | $72,962 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,615 | TotalAmt |
| Management And General | $21,423 | ManagementAndGeneralAmt |
| Fundraising | $52,192 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,215 | TotalAmt |
| Program Services | $5,215 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,708 | TotalAmt |
| Management And General | $152,708 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,468 | TotalAmt |
| Fundraising | $374,468 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,405 | TotalAmt |
| Management And General | $163,405 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,866 | TotalAmt |
| Program Services | $166,831 | ProgramServicesAmt |
| Management And General | $64,035 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,713 | TotalAmt |
| Program Services | $4,153 | ProgramServicesAmt |
| Management And General | $2,050 | ManagementAndGeneralAmt |
| Fundraising | $1,510 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,760 | TotalAmt |
| Program Services | $209,658 | ProgramServicesAmt |
| Management And General | $57,183 | ManagementAndGeneralAmt |
| Fundraising | $13,919 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,001 | TotalAmt |
| Program Services | $3,214 | ProgramServicesAmt |
| Management And General | $50,608 | ManagementAndGeneralAmt |
| Fundraising | $136,179 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,789 | TotalAmt |
| Program Services | $40,971 | ProgramServicesAmt |
| Management And General | $1,818 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,054 | TotalAmt |
| Program Services | $270,128 | ProgramServicesAmt |
| Management And General | $9,552 | ManagementAndGeneralAmt |
| Fundraising | $42,374 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,876 | TotalAmt |
| Program Services | $291,164 | ProgramServicesAmt |
| Management And General | $12,712 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188 | TotalAmt |
| Program Services | $188 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,700 | TotalAmt |
| Program Services | $36,982 | ProgramServicesAmt |
| Management And General | $11,649 | ManagementAndGeneralAmt |
| Fundraising | $12,069 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,290 | TotalAmt |
| Program Services | $1,449 | ProgramServicesAmt |
| Management And General | $53,841 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GIFTS | $156,451 | $116,002 | $12,728 | $27,721 |
| DUES AND SUBSCRIPTIONS | $43,002 | $15,326 | $25,225 | $2,451 |
| PROF. DEVELOPMENT | $27,262 | $27,050 | -$1,748 | $1,960 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,757,993 | TotalAmt |
| Program Services | $5,104,632 | ProgramServicesAmt |
| Management And General | $1,051,877 | ManagementAndGeneralAmt |
| Fundraising | $1,601,484 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,083 | BOYAmt |
| EOY | $486,734 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,178,420 | BOYAmt |
| EOY | $12,537,600 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,586,875 | BOYAmt |
| EOY | $10,659,244 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,532 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,512 | BOYAmt |
| EOY | $170,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,575,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $835,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,930 | BOYAmt |
| EOY | $1,739,945 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,434,420 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,073,950 | BOYAmt |
| EOY | $96,080,563 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,891 | BOYAmt |
| EOY | $227,891 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,611,447 | BOYAmt |
| EOY | $121,902,431 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,932 | BOYAmt |
| EOY | $198,172 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,894 | BOYAmt |
| EOY | $183,746 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,826 | BOYAmt |
| EOY | $381,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,139,945 | BOYAmt |
| EOY | $1,994,331 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,087,676 | BOYAmt |
| EOY | $119,526,182 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,227,621 | BOYAmt |
| EOY | $121,520,513 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,611,447 | BOYAmt |
| EOY | $121,902,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,854,432 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,420,643 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,817 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,272,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,942,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,903,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,509,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,749,689 | CurrentTaxYearAmt |
| Total | $78,378,219 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,272,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,942,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,903,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,509,781 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,749,689 | CurrentTaxYearAmt |
| Total | $78,378,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $39,108,699 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,269,520 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $415,975 | CurrentTaxYearAmt |
| Total | $952,125 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,271 | CurrentTaxYearAmt |
| Total | $593,436 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,923,780 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $350,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,649,782 | BeginningYearBalanceAmt |
| Contributions | $11,138,663 | ContributionsAmt |
| Investment Earnings Or Losses | $8,861,836 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,641,597 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,453,367 | AdministrativeExpensesAmt |
| End Year Balance | $101,555,317 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,984,897 | BeginningYearBalanceAmt |
| Contributions | $11,890,712 | ContributionsAmt |
| Investment Earnings Or Losses | $9,793,144 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,190,472 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,571,001 | OtherExpendituresAmt |
| Administrative Expenses | $1,257,498 | AdministrativeExpensesAmt |
| End Year Balance | $85,649,782 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,362,938 | BeginningYearBalanceAmt |
| Contributions | $10,984,588 | ContributionsAmt |
| Investment Earnings Or Losses | $5,271,182 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,915,650 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,640,586 | OtherExpendituresAmt |
| Administrative Expenses | $1,077,575 | AdministrativeExpensesAmt |
| End Year Balance | $68,984,897 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,092,737 | BeginningYearBalanceAmt |
| Contributions | $8,981,096 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,020,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,690,456 | OtherExpendituresAmt |
| End Year Balance | $57,362,938 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,100,223 | BeginningYearBalanceAmt |
| Contributions | $1,525,169 | ContributionsAmt |
| Investment Earnings Or Losses | $11,541,888 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,074,543 | OtherExpendituresAmt |
| End Year Balance | $52,092,737 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79007 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20103 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,996 | OtherCostOrOtherBasisAmt |
| Book Value | $18,996 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,306,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $719,809 | DepreciationAmt |
| Book Value | $1,586,638 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $249,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,322 | DepreciationAmt |
| Book Value | $134,311 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,739,945 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PUBLIC EQUITY FUNDS | $40,811,169 | F |
| PRIVATE EQUITY FUNDS | $13,707,243 | F |
| BOND FUNDS | $20,003,781 | F |
| REAL ASSET FUNDS | $10,265,329 | F |
| DIVERSIFYING FUNDS | $9,159,667 | F |
| BENEFICIAL INTEREST IN TRUSTS | $2,133,374 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $96,080,563 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITY PAYABLE | Desc |
| Amt | $183,746 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,746 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,943,365 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,420,643 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,005 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $17,817 | OtherRevenueAmt |
| Revenue Not Reported | $7,448,465 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,494,900 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $163,405 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$45,880 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $117,525 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,612,425 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,650,473 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,005 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $10,005 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,640,468 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $163,405 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$45,880 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $117,525 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,757,993 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HOLDS CONTRIBUTIONS FOR STUDENT CLUBS AND AGREES TO TRANSFER THOSE ASSETS TO THOSE CLUBS. |
| PART V, LINE 4: | THE ORGANIZATION USES ENDOWMENT FUNDS TO GENERATE INCOME FROM INVESTMENTS TO SUPPORT THE COLLEGE. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3) AS AMENDED. THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION AS DEFINED IN 509(A) OF THE INTERNAL REVENUE CODE. BUSINESS INCOME UNRELATED TO THE PURPOSE OF THE ORGANIZATION IS REPORTED ON A FORM 990-T AND INCOME TAXES ARE PAID ON UNRELATED BUSINESS INCOME. THE FOUNDATION COMPLIES WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. AS OF JUNE 30, 2025 AND 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE IN SPLIT INTEREST AGREEMENT 17,817. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE -38,102. GAMING EXPENSE -7,778. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSE -38,102. GAMING EXPENSE -7,778. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | CONTRIBUTION REVENUE | N/A | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $9,402,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,402,979 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,402,979 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | INVESTMENTS ARE ACCOUNTED FOR IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS USING THE FAIR MARKET VALUE OF EACH FUND PER EACH FUND'S INVESTMENTS STATEMENT. THE AMOUNT IN COLUMN (F) IS THE FAIR MARKET VALUE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MPK&D | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3114 HARFORD RD | AddressLine1Txt |
| City | HYDES | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | COMPREHENSIVE CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,000,000 | GrossReceiptsAmt |
| Retained By Contractor | $374,468 | RetainedByContractorAmt |
| Net To Organization | $2,625,532 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,000,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $374,468 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,625,532 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NATURAL RESOURCES GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $50,030 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $35,180 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,850 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $18,488 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,545 | OtherDirectExpensesEvent1Amt |
| Event2 | BILLINGS CHAPTER GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $19,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,100 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,400 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $14,069 | EntertainmentEvent2Amt |
| Gross Receipts Total | $69,530 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $46,280 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,250 | GrossRevenueTotalEventsAmt |
| Entertainment Total Events | $32,557 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,545 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,102 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,852 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA TECHNOLOGICAL UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 W PARK STREET | AddressLine1Txt |
| City | BUTTE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 816001654 | RecipientEIN |
| IRC Section | STATE OF MONTANA | IRCSectionDesc |
| Cash Grant | $3,493,605 | CashGrantAmt |
| Non Cash Assistance | $386,523 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | ART, BOOKS, GOODS, INTELLECTUAL PROPERTY, COLLECTIBLES, EQUIPMENT, GIFTS | NonCashAssistanceDesc |
| Purpose Of Grant | STUDENT SCHOLARSHIPS, PROFESSORSHIP, SUPPLEMENTS, AND PROGRAM DISTRIBUTIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARDS AND PRIZES | GrantTypeTxt |
| Recipient | 360 | RecipientCnt |
| Cash Grant | $36,173 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE AWARDED AND CORRESPONDING COMMUNICATION IS SENT TO THE FOUNDATION. THE FUNDS ARE ESTABLISHED, THE MONEY IS RECEIVED AND THE SPENDING MAY BEGIN. THE PI OF THE GRANT HAS THE REPORTING RESPONSIBILITY, WHICH THE FOUNDATION FACILITATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAIME HEPPLER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $181,362 | $0 | $12,500 | $0 | $0 | $0 | $20,131 | $0 | $35,544 | $0 | $249,537 | $0 | $0 | $0 |
| LUKE MEYER | ||||||||||||||
| VICE PRESIDENT OF DEVELOPMENT | $138,108 | $0 | $7,000 | $0 | $1,910 | $0 | $14,887 | $0 | $21,504 | $0 | $183,409 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID OUT BONUSES IN 2024 AS FOLLOWS FOR PERSONS LISTED ON FORM 990, PART VII, SECTION A: 1. JAIME HEPPLER..........$12,500 2. LUKE MEYER.............$7,000 3. LANCE ALLEN............$5,058 4. SHANNON PANISKO.......$11,161 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS HEPPLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF JAIME HEPPLER, CURRENT OFFICER | RelationshipDescriptionTxt |
| Transaction | $148,480 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $251,749 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REDEMPTION VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT BASKET/CERTIFICIATES | 2 | $269 | FMV |
| Yes (X) | EQUIPMENT | 1 | $9 | FMV |
| Yes (X) | SUPPLIES | 1 | $5 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE: SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD, THE EXECUTIVE COMMITTEE HAS GENERAL OVERSIGHT OVER ALL QUESTIONS AFFECTING THE POLICY, PROPERTY, STAFF AND GENERAL PURPOSES OF THE FOUNDATION, AND DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, MAY EXERCISE THE POWER AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE PROPERTY AND AFFAIRS OF THE FOUNDATION, EXCEPT THE POWER TO ELECT DIRECTORS AND OFFICERS, AND THE POWER TO CHANGE THE BYLAWS OF THE FOUNDATION. THE EXECUTIVE COMMITTEE SHALL REGULARLY REPORT TO THE BOARD. WHEN DULY REPORTED TO THE BOARD, ACTS OF THE EXECUTIVE COMMITTEE SHALL STAND AS ACTS OF THE BOARD, UPON RATIFICATION BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PERSON HOLDING THE POSITION OF PRESIDENT OF THE MONTANA TECH ALUMNI ASSOCIATION SHALL, UPON AND BY REASON OF HIS ELECTION, APPOINTMENT OR ACCESSION TO SAID POSITION, BECOME A DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM BASED ON DATA PROVIDED BY MANAGEMENT. ONCE A DRAFT IS AVAILABLE, IT WILL BE REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN AND DATE THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR TERM OF SERVICE AND EACH YEAR THEREAFTER. THE BOARD OF DIRECTORS DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD VOTES TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT BEST INTERESTS. BOARD ACTION WILL BE TAKEN AS THE RESULT OF A MAJORITY VOTE OF DISINTERESTED DIRECTORS. DELIBERATIONS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. AN INTERESTED BOARD MEMBER, OFFICER, OR STAFF MEMBER CANNOT PARTICIPATE IN ANY DISCUSSION OR DEBATE OF THE BOARD OF DIRECTORS, OR OF ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST. HOWEVER, THEY MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ORGANIZATION IS EVALUATED THROUGH SALARY SURVEYS, BOARD REVIEW UTILIZING EXPERIENCE, AND THEN FOLLOWS WITH BOARD APPROVAL. THE LATEST COMPENSATION REVIEW WAS DONE ON FEBRUARY 15TH, 2026. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE IN SPLIT INTEREST AGREEMENT 17,817. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
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