2024-05-13T16:20:13-05:00 2023-06-30 135565207 KPMG LLP 500 W 5TH STREET STE 800 WINSTONSALEM NC 27101 990 2022-07-01 640410581 MISSISSIPPI STATE UNIVERSITY FOUNDATION INC MISS 6623257000 PO DRAWER 6149 MISSISSIPPI STATE MS 39762 JANET CARRAWAY CFO 6623257000 2024-05-09 1 JANET CARRAWAY 999009999 0 WHITNEY B HEBRON P01226647 3362753394 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANET CARRAWAY PO DRAWER 6149 MISSISSIPPI STATE MS 39762 194265395 0 X WWW.MSUFOUNDATION.COM X 1962 MS SEE SCHEDULE O 44 44 80 44 -1810049 0 64449901 155132853 0 0 11520360 33120763 3779429 6011779 79749690 194265395 39670203 50049893 0 0 5946940 6886985 0 0 4814077 5234260 7245973 50851403 64182851 28898287 130082544 706859370 880437235 24077268 26203079 682782102 854234156 X SEE SCHEDULE O 0 0 46990867 46990867 THIS INCLUDES AMOUNTS PAID TO MISSISSIPPI STATE UNIVERSITY FOR SCHOLARSHIPS AND OTHER REQUESTS SUCH AS RESEARCH, TEACHING NEEDS AND OTHER DEPARTMENTAL REQUESTS. 1799555 1799555 THIS INCLUDES AMOUNTS PAID TO THE BULLDOG CLUB PRIMARILY FOR ATHLETIC NEEDS. 1259471 1259471 THIS INCLUDES AMOUNTS PAID TO THE ALUMNI ASSOCIATION TO SUPPLEMENT THEIR PROGRAM IN SERVICING THE ALUMNI OF MISSISSIPPI STATE UNIVERSITY. 50049893 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 431 0 80 1 1 1 0 0 0 0 1 1 1 2 0 0 0 0 0 X 44 44 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JANET H CARRAWAY 6623257000 PO DRAWER 6149 MISSISSIPPI STATE MS 39762 ANTHONY L WILSON CHAIR OF THE BOARD 1.00 0.00 X X 0 0 0 RODGER L JOHNSON VICE CHAIR OF THE BOARD 1.00 0.00 X X 0 0 0 PAUL J KARRE TREASURER 1.00 0.00 X X 0 0 0 BOYCE E ADAMS SR DIRECTOR 1.00 0.00 X 0 0 0 RICHARD C ADKERSON DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM B BERRY DIRECTOR 1.00 0.00 X 0 0 0 GEORGE BISHOP DIRECTOR 1.00 0.00 X 0 0 0 D HINES BRANNAN DIRECTOR 1.00 0.00 X 0 0 0 BRENTON S BRASHER DIRECTOR 1.00 0.00 X 0 0 0 GEORGE BRYAN DIRECTOR 1.00 0.00 X 0 0 0 FRED V BUIE DIRECTOR 1.00 0.00 X 0 0 0 MARY M CHILDS DIRECTOR 1.00 0.00 X 0 0 0 ALBERT C CLARK DIRECTOR 1.00 0.00 X 0 0 0 RANDY J CLEVELAND DIRECTOR 1.00 0.00 X 0 0 0 DR HELEN M CURRIE DIRECTOR 1.00 0.00 X 0 0 0 DR JOHN D DAVIS IV DIRECTOR 1.00 0.00 X 0 0 0 EARNEST W DEAVENPORT JR DIRECTOR 1.00 0.00 X 0 0 0 TIMOTHY S DUNCAN DIRECTOR 1.00 0.00 X 0 0 0 CATHERINE C DUNN DIRECTOR 1.00 0.00 X 0 0 0 DAVID B HALL DIRECTOR 1.00 0.00 X 0 0 0 THOMAS G HIXON SR DIRECTOR 1.00 0.00 X 0 0 0 HERBERT V JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 MARK S JORDAN DIRECTOR 1.00 0.00 X 0 0 0 FRANCIS C LEE DIRECTOR 1.00 0.00 X 0 0 0 MALCOLM B LIGHTSEY SR DIRECTOR 1.00 0.00 X 0 0 0 JOHN R LUNDY DIRECTOR 1.00 0.00 X 0 0 0 LEWIS F MALLORY JR DIRECTOR 1.00 0.00 X 0 0 0 DOUGLAS J MARCHANT DIRECTOR 1.00 0.00 X 0 0 0 MIKE M MCDANIEL DIRECTOR 1.00 0.00 X 0 0 0 J MICHAEL MCILWAIN DIRECTOR 1.00 0.00 X 0 0 0 H LAMAR MCKAY JR DIRECTOR 1.00 0.00 X 0 0 0 RODERICK A MOORE DIRECTOR 1.00 0.00 X 0 0 0 BECKY MURPHY DIRECTOR 1.00 0.00 X 0 0 0 THOMAS B NUSZ DIRECTOR 1.00 0.00 X 0 0 0 LINDA F PARKER DIRECTOR 1.00 0.00 X 0 0 0 JOFFREY R PRYOR DIRECTOR 1.00 0.00 X 0 0 0 RICHARD H PUCKETT SR DIRECTOR 1.00 0.00 X 0 0 0 WALTER D PURVIS DIRECTOR 1.00 0.00 X 0 0 0 CHARLES W RITTER JR DIRECTOR 1.00 0.00 X 0 0 0 JAMES J ROUSE DIRECTOR 1.00 0.00 X 0 0 0 RICHARD A RULA DIRECTOR 1.00 0.00 X 0 0 0 TERRI L RUSSELL DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL W SANDERS DIRECTOR 1.00 0.00 X 0 0 0 LEO W SEAL III DIRECTOR 1.00 0.00 X 0 0 0 BOBBY S SHACKOULS DIRECTOR 1.00 0.00 X 0 0 0 DR ALLEN K SILLS JR DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA W SIMPSON DIRECTOR 1.00 0.00 X 0 0 0 CHARLES R STEPHENSON DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM L TAYLOR III DIRECTOR 1.00 0.00 X 0 0 0 DOUGLAS T TERRESON DIRECTOR 1.00 0.00 X 0 0 0 R PATRICK WHITE DIRECTOR 1.00 0.00 X 0 0 0 ALBERT J WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 LAURIE R WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 BRYAN S WILSON DIRECTOR 1.00 0.00 X 0 0 0 TURNER A WINGO DIRECTOR 1.00 0.00 X 0 0 0 JACK R MCCARTY SECRETARY 40.00 0.00 X X 221076 0 38132 JANET H CARRAWAY CHIEF FINANCIAL OFFICER 40.00 0.00 X X 212218 0 38076 JOHN P RUSH PRESIDENT & CEO 40.00 0.00 X X 559926 0 54159 ROBERT JENKINS ASSOC. ATHLETIC DIR. OF DEV. 40.00 0.00 X 133737 0 25967 WILLIAM EVANS SR. DIRECTOR OF DEV. ENG. 40.00 0.00 X 150209 0 28568 JEFFREY LITTLE SR DIRECTOR OF DEVELOPMENT 40.00 0.00 X 143786 0 27551 JOSEPH IUPE DIRECTOR OF FINANCE AND BUDGET 40.00 0.00 X 161706 0 29433 LEANN MARKHAM EXEC DIRECTOR OF INFO SVCS 40.00 0.00 X 161000 0 29727 JUDSON SKELTON SR DIRECTOR OF DEVELOPMENT 40.00 0.00 X 172078 0 23523 1915736 0 295136 15 0 1 0 ZURI GROUP 328 NW BOND ST SUITE 204 BEND OR 97703 CONSULTING SERVICES 1228571 ETHOS CONTRACTING GROUP LLC PO BOX 2425 STARKVILLE MS 39759 CONTRACTING SERVICES 505179 BAKER DONELSON BEARMAN & CALDWELL PO BOX 14167 JACKSON MS 39236 LEGAL & POLICY SERVICES 401851 KPMG LLP PO BOX 120608 DALLAS TX 75312 AUDIT & TAX SERVICES 224060 COOLEY CENTER HOTEL LLC 100 MERCANTILE ST STARKVILLE MS 39759 HOSPITALITY SERVICES 157696 6 X 1581831 153551022 16429717 155132853 5844212 -1810049 7654261 1021301 0 1021301 1021301 1021301 14190393 13086158 0 0 14190393 13086158 27276551 27276551 SERVICES 523940 2313690 2313690 FEE REVENUE 900099 819374 819374 UNIT SUPPORT 900099 625000 625000 1232414 1232414 4990478 194265395 0 -1810049 40942591 50049893 50049893 983703 490567 493136 4855787 2560111 2295676 970093 346742 623351 77402 77402 390101 390101 200626 200626 1733741 1733741 699716 661239 38477 325 325 1154683 560930 593753 650216 646906 3310 1070 1070 471385 221348 250037 67513 67513 811729 811729 TRANSFERS 323932 115089 208843 DUES AND SUBSCRIPTIONS 212868 76115 136753 PROPERTY EXPENSES 134938 134938 MEALS AND ENTERTAINMENT 105722 6128 99594 287408 216586 70822 64182851 50049893 9318881 4814077 10369357 13646311 44085232 143299975 304081 1579299 62502042 4851284 44271464 57650758 607829236 664260892 706859370 880437235 2077172 2623343 2123947 2178455 2667133 2383405 17209016 19017876 24077268 26203079 X 58072588 73848874 624709514 780385282 682782102 854234156 706859370 880437235 X 130082544 40367905 1001605 X 0 1 X 1 0 X 43316315 52936281 65274785 64449901 155132852 381110134 43316315 52936281 65274785 64449901 155132852 381110134 150522675 230587459 6982805 3654594 3325815 5439835 6865513 26268562 741098 1113174 1854272 3078466 3130994 3772779 3433171 4990478 18405888 427638856 0.53920 0.73600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 84531 0 0 84531 0 PART II-B, LINE 1: LOBBYING EXPENSES WERE INCURRED PRIMARILY THROUGH THE ENTERTAINMENT OF LEGISLATORS AND GOVERNMENT OFFICIALS WHILE INFORMING THEM OF UNIVERSITY NEEDS AND PRIORITIES. 494796246 18079739 36898035 16127266 1145465 534792219 533878039 23082683 -52867539 12968704 -3671767 494796246 401281208 31946887 109916044 12330545 -3064445 533878039 395435273 15404185 -1626288 13785201 -5853293 401281262 374631086 15461090 18637899 13291684 2118 395436273 0.04115 0.77990 0.17895 0 0 32143644 5826515 37970159 14802951 289690 14513261 8116432 4561594 3554838 1612500 1612500 57650758 AGILITY COMPREHENSIVE SOLUTIONS FUND 498965891 F REAL ASSETS 60183705 F NON-POOLED PLANNED GIVING INV 56102682 F PRIVATE CAPITAL 24286438 F SHORT TERM INVESTMENTS 8976752 F GLOBAL EQUITIES 8707031 F GLOBAL FIXED INCOME 3984855 F CASH- SURRENDER VALUE OF LIFE INSURANCE 3025775 F ABSOLUTE RETURN STRATEGIES 27763 F 664260892 AGENCY PAYABLE 10445778 LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 8179931 PAYABLE TO MSU 358348 DUE TO WSF II 33819 19017876 X 233901164 40367905 1001605 41369510 192531654 1733741 1733741 194265395 62449110 0 62449110 1733741 1733741 64182851 PART V, LINE 4: THE VAST MAJORITY (APPROXIMATELY 96 PERCENT) OF MISSISSIPPI STATE UNIVERSITY FOUNDATION'S (MSU FOUNDATION) ENDOWMENT IS CLASSIFIED AS EITHER "PERMANENTLY RESTRICTED OR TEMPORARILY RESTRICTED; THE EARNINGS FROM THESE RESTRICTED ENDOWMENTS SUPPORT MISSISSIPPI STATE UNIVERSITY IN WAYS SPECIFIED BY INDIVIDUAL AND CORPORATE DONORS IN WRITTEN GIFT AGREEMENTS ON FILE WITH MSU FOUNDATION. THE EARNINGS FROM MSU FOUNDATION'S UNRESTRICTED ENDOWMENT (APPROXIMATELY 4 PERCENT OF THE TOTAL) IS USED TO PARTIALLY SUPPORT THE DAILY OPERATIONS OF MSU FOUNDATION. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. AS OF JUNE 30, 2023 AND 2022, THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,653,487. REVENUE ADJUSTMENT TO MSU -651,882. 1 MISSISSIPPI STATE UNIVERSITY PO DRAWER BT MISSISSIPPI STATE MS 39762 646000819 501 (C) (3) 46990867 0 PROVIDE FUNDS FOR LEARNING/SCHOLARSHIPS, SERVICE AND RESEARCH BULLDOG CLUB PO BOX 5227 MISSISSIPPI STATE MS 39762 510163622 501 (C) (3) 1799555 0 PROVIDE CONTRIBUTED FUNDS DESIGNATED TO SUPPORT THE MSU ATHLETIC PROGRAMS MSU ALUMNI ASSOCIATION PO BOX AA MISSISSIPPI STATE MS 39762 582006453 501 (C) (3) 1259471 0 PROVIDE FUNDS TO THE ORG. TO HELP SUPPORT MSU THROUGH PROGRAMS AND ACTIVITIES FOR ALUMNI 3 PART I, LINE 2: THE MSU FOUNDATION MONITORS EXPENDITURES OF FUNDS, SERVES ON SCHOLARSHIP COMMITTEES AND BECOMES INVOLVED IN OTHER NUMEROUS WAYS. X 1 1 X X 0 0 0 0 0 0 0 1 0 JOHN P RUSH PRESIDENT & CEO 456204 0 86442 0 17280 0 49190 0 4969 0 614085 0 0 0 JACK R MCCARTY SECRETARY 191399 0 29677 0 0 0 33163 0 4969 0 259208 0 0 0 JANET H CARRAWAY CHIEF FINANCIAL OFFICER 183589 0 28629 0 0 0 33107 0 4969 0 250294 0 0 0 JUDSON SKELTON SR DIRECTOR OF DEVELOPMENT 134989 0 37089 0 0 0 23523 0 0 0 195601 0 0 0 JOSEPH IUPE DIRECTOR OF FINANCE AND BUDGET 139813 0 21893 0 0 0 24464 0 4969 0 191139 0 0 0 LEANN MARKHAM EXEC DIRECTOR OF INFO SVCS 140791 0 20209 0 0 0 24758 0 4969 0 190727 0 0 0 WILLIAM EVANS SR. DIRECTOR OF DEV. ENG. 125188 0 25021 0 0 0 23599 0 4969 0 178777 0 0 0 JEFFREY LITTLE SR DIRECTOR OF DEVELOPMENT 123577 0 20209 0 0 0 22582 0 4969 0 171337 0 0 0 ROBERT JENKINS ASSOC. ATHLETIC DIR. OF DEV. 115246 0 18491 0 0 0 20998 0 4969 0 159704 0 0 0 SCHEDULE J, PART I THE ORGANIZATION HAS AN INCENTIVE COMPENSATION PROGRAM WHEREBY AN INDIVIDUAL IS PAID A PERCENTAGE OF THEIR SALARY AS INCENTIVE COMPENSATION WHEN CERTAIN BENCHMARKS SET BY THE ORGANIZATION ARE MET. THE INCENTIVE COMPENSATION IS GROSSED UP FOR TAXES SO THAT THE INDIVIDUAL RECEIVES A PERCENTAGE OF THEIR SALARY AFTER TAXES. SCHEDULE J, PART I, LINE 7 BONUS AND INCENTIVE COMPENSATION IS BASED ON ACHIEVEMENT OF CERTAIN TARGETS, QUALITY INDICATORS, AND NON-FINANCIAL METRICS. X 83351 FMV X 57 2105253 STOCK QUOTE X 1 48 FMV X 4 626500 APPRAISAL X 1 133785 FMV X 3 34960 FMV X 4 321273 FMV X SOFTWARE 6 12000863 FMV X EQUIPMENT 10 532705 FMV X MISCELLEANEOUS 10 394179 FMV X LIVE STOCK 7 196800 FMV 10 0 1 1 PART I, LINE 32B: THE FOUNDATION HIRES A STOCK BROKER AND REAL ESTATE AGENTS TO SELL STOCK AND REAL ESTATE THAT IS GIVEN. THE REAL ESTATE PROPERTIES THAT ARE SOLD ARE PROPERTIES THAT ARE NOT INTENDED TO BE HELD LONG-TERM BY THE ORGANIZATION. FORM 990, PART I, LINE 1: DESCRIPTION OF ORGANIZATION MISSION: MISSISSIPPI STATE UNIVERSITY FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT ASSISTS MISSISSIPPI STATE UNIVERSITY IN ACCOMPLISHING ITS GOALS AND MISSION BY CULTIVATING AND SOLICITING PRIVATE SUPPORT AND ENSURING STEWARDSHIP FOR ALL CONTRIBUTIONS BENEFITTING MISSISSIPPI STATE UNIVERSITY. FORM 990, PART III, LINE 1: DESCRIPTION OF ORGANIZATION MISSION: MISSISSIPPI STATE UNIVERSITY FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT ASSISTS MISSISSIPPI STATE UNIVERSITY IN ACCOMPLISHING ITS GOALS AND MISSION BY CULTIVATING AND SOLICITING PRIVATE SUPPORT AND ENSURING STEWARDSHIP FOR ALL CONTRIBUTIONS BENEFITTING MISSISSIPPI STATE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS OF THE ORGANIZATION STATE THAT THE CURRENT NATIONAL PRESIDENT OF THE MISSISSIPPI STATE UNIVERSITY ALUMNI ASSOCIATION AND THE CURRENT PRESIDENT OF THE MISSISSIPPI STATE UNIVERSITY BULLDOG CLUB WILL BE AMONG THE BOARD OF DIRECTORS OF THE ORGANIZATION. THESE MEMBERS ARE APPOINTED BASED ON THEIR ROLE WITH THE RESPECTIVE ORGANIZATIONS AND NOT ELECTED BY THE BOARD OF DIRECTORS ITSELF. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S EXECUTIVE COMMITTEE CONDUCTS THE PRIMARY INSPECTION OF THE FORM 990. THE FULL BOARD OF DIRECTORS TYPICALLY REVIEWS IT AT ITS ANNUAL SPRING MEETING. IT IS NORMALLY AVAILABLE FOR INSPECTION NO FEWER THAN 14 DAYS PRIOR TO THE SCHEDULED SPRING MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH OFFICER SHALL COMPLETE, SIGN, AND FURNISH TO THE FOUNDATION A DISCLOSURE FORM SPECIFYING ANY CONFLICTS OF INTEREST. ANY PERSON FAILING TO FURNISH THE FORM MAY NOT PARTICIPATE IN ANY BOARD OR COMMITTEE MEETING AND MAY BE SUBJECT TO DISMISSAL FROM THE BOARD FOR ANY CONTINUING FAILURE. THE FORM IS REVIEWED BY THE SECRETARY. IF A CONFLICT EXISTS, THE TRANSACTION THAT GAVE RISE TO THE CONFLICT SHALL BE PRESENTED BY THE INTERESTED PERSON AND INVESTIGATED BY THE REMAINING DISINTERESTED PERSON TO SEE IF A MORE APPROPRIATE TRANSACTION IS AVAILABLE. THE INTERESTED PERSON IS NOT PRESENT DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION THAT RESULTS IN THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION WAS REVIEWED IN 2007 AND APPROVED BY THE BOARD OF TRUSTEES OF STATE INSTITUTIONS OF HIGHER LEARNING AS DOCUMENTED IN THE BOARD MEETING; THIS COMPENSATION PACKAGE WAS MODIFIED IN 2010 TO INCLUDE INCENTIVE COMPENSATION. IT WAS FURTHER MODIFIED IN 2016 AFTER A REVIEW WITH THE MSU FOUNDATION COMPENSATION COMMITTEE IN CONSULTATION WITH A COMPENSATION CONSULTANT. THIS MODIFICATION WAS APPROVED BY THE BOARD OF TRUSTEES OF STATE INSTITUTIONS OF HIGHER LEARNING IN 2017. DURING THE PRIOR TAX YEAR THE COMPENSATION COMMITTEE RECOMMENDED A PERFORMANCE BONUS BASED ON OUTSTANDING FUNDRAISING RESULTS AND TAKING INTO ACCOUNT COMPARATIVE INFORMATION OBTAINED FROM A COMPENSATION REVIEW DONE BY OUTSIDE EXPERT CONSULTANTS IN 2019. THE RECOMMENDATION WAS APPROVED. THE TOTAL COMPENSATION IS CONTINUALLY REVIEWED BY THE FOUNDATION'S COMPENSATION COMMITTEE WITH THE ASSISTANCE OF THE COMPENSATION CONSULTANT, CHAIRMAN AND EXECUTIVE COMMITTEE OF THE FOUNDATION, PRESIDENT OF MISSISSIPPI STATE UNIVERSITY AND THE HUMAN RESOURCES DEPARTMENT OF MISSISSIPPI STATE UNIVERSITY. A CONSULTANT FROM WILLIS TOWERS WATSON PROVIDES ONGOING COUNSEL ON NATIONAL SALARIES TO INSURE THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PAGE 9, PART VIII, LINE 7D A BREAKOUT OF PROCEEDS AND BASIS IS NOT READILY AVAILABLE. THEREFORE, ONLY A TOTAL FOR GAIN OR LOSS IS BEING REPORTED. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,653,487. REVENUE ADJUSTMENT TO MSU -651,882. 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