ILLINOIS STATE UNIVERSITY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ILLINOIS STATE UNIVERSITY FOUNDATION (EIN 37-6025713)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349307643
- Schema version
- 2022v5.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:38:14-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430352985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBER ECK & BRAECKEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 ROBBINS ROAD STE 200A | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376025713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ILLI | BusinessNameControlTxt |
| Phone | 3094388901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ALUMNI CENTER CAMPUS BOX 8000 | AddressLine1Txt |
| City | NORMAL | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 617908000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL WILBERG | PersonNm |
| Person Title | CHIEF OPERATIONS OFFICER | PersonTitleTxt |
| Phone | 3094383135 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | WILBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSH C CLARK | PreparerPersonNm |
| PTIN | P01424717 | PTIN |
| Phone | 2177890960 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JILL WILBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ALUMNI CENTER CAMPUS BOX 8000 | AddressLine1Txt |
| City | NORMAL | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $112,848,892 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADVANCEMENT.ILLINOISSTATE.EDU/ISU-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO HOLD & ADMINISTER GIFTS WITH THE PRIMARY OBJECTIVE OF SERVING THE EDUCATIONAL PURPOSES OF ISU. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $53,823 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $36,403 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,506,259 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,891,454 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $76,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,644 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,638,267 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,881,296 | CYInvestmentIncomeAmt |
| PY Other Revenue | $738,239 | PYOtherRevenueAmt |
| CY Other Revenue | $1,551,553 | CYOtherRevenueAmt |
| PY Total Revenue | $28,959,015 | PYTotalRevenueAmt |
| CY Total Revenue | $21,407,947 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,768,787 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,600,330 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $995,881 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,733,046 | PYOtherExpensesAmt |
| CY Other Expenses | $6,015,034 | CYOtherExpensesAmt |
| PY Total Expenses | $14,501,833 | PYTotalExpensesAmt |
| CY Total Expenses | $18,615,364 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,457,182 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,792,583 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $265,502,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,918,849 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,180,064 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,168,460 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $261,321,946 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $273,750,389 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO HOLD AND ADMINISTER GIFTS WITH THE PRIMARY OBJECTIVE OF SERVING THE EDUCATIONAL PURPOSES OF ILLINOIS STATE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,600,330 | ExpenseAmt |
| Grant | $12,600,330 | GrantAmt |
| Revenue | $1,614,516 | RevenueAmt |
| Desc | ASSIST IN DEVELOPING AND INCREASING EDUCATION OPPORTUNITIES AND THE FACILITIES OF THE UNIVERSITY FOR SERVICE TO ITS STUDENTS, ALUMNI, AND CITIZENS OF THE STATE AND NATION BY ENCOURAGING GIFTS OF MONEY AND PROPERTY; ACT AS TRUSTEE OF EDUCATIONAL OR CHARITABLE TRUSTS; ADMINISTER GIFTS, GRANTS, OR LOANS OF MONEY OR PROPERTY. | Desc |
| Total Program Service Expenses | $12,600,330 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | Yes (1) | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | 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 | 0 | 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 | Yes (1) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL WILBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3094383135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ALUMNI CENTER 1101 N MAIN ST | AddressLine1Txt |
| City | NORMAL | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 617908000 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ERIC E BURWELL | |||||||
| CHAIRPERSON | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY ANN WEBB | |||||||
| VICE CHAIRPERSON | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JERI BEGGS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANN BAUGHAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GREG AYERS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID L BROWN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SHARI BUCKELLEW | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BILL ENGLAND | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GARY GEMBERLING | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN HART | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN KANNADAY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAN KELLEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH LOSS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JACK NORTH | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS REEDY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RIGAS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT RUSH JR | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CARL SNEED | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DEREK VOGLER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LARRY WILLIAMS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TRISH ROARK | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVE DENAULT | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE GILLE GOSSOM | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ED MANLEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JONES | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES KNECHT | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAT VICKERMAN | |||||||
| EXECUTIVE DIRECTOR | 30.00 | Yes (X) | $309,666 | $0 | $9,275 | ||
| JOY HUTCHCRAFT | |||||||
| EXEC. DIR. OF DEVELOPMENT | 37.50 | $141,742 | $0 | $3,552 | Yes (X) | ||
| MARK WUNDER | |||||||
| ASSISTANT VP OF DEVELOPMEN | 37.50 | $178,697 | $0 | $6,329 | Yes (X) | ||
| ELIZABETH ADAMS | |||||||
| SR. DIR. OF DEVELOPMENT | 37.50 | $136,271 | $0 | $3,479 | Yes (X) | ||
| JILL WILBERG | |||||||
| CHIEF OPERATIONS OFFICER | 30.00 | $177,915 | $0 | $6,056 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $944,291 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,691 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS EASTMAN ARCHITECTS DPC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 S LA SALLE ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $126,477 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $385,011 | FundraisingAmt |
| All Other Contributions | $15,506,443 | AllOtherContributionsAmt |
| Noncash Contributions | $447,635 | NoncashContributionsAmt |
| Total Contributions | $15,891,454 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EVENTS/DEPT RCPTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $83,644 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,644 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,644 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $601,232 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $53,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $547,409 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,498,302 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,218,238 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,280,064 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,280,064 | TotalRevenueColumnAmt |
| Exclusion | $3,280,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $243,388 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $385,011 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $222,707 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,681 | TotalRevenueColumnAmt |
| Exclusion | $20,681 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER ATHLETIC | 561439 | $922,848 | $922,848 |
| OTHER REVENUE | 561499 | $608,024 | $608,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,530,872 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,407,947 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,614,516 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,848,154 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,865,038 | TotalAmt |
| Program Services | $6,865,038 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,360,667 | TotalAmt |
| Program Services | $5,360,667 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,625 | TotalAmt |
| Program Services | $374,625 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,186 | TotalAmt |
| Management And General | $10,186 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,909 | TotalAmt |
| Management And General | $14,189 | ManagementAndGeneralAmt |
| Fundraising | $221,720 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,540 | TotalAmt |
| Management And General | $183,123 | ManagementAndGeneralAmt |
| Fundraising | $372,417 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,406 | TotalAmt |
| Management And General | $38,938 | ManagementAndGeneralAmt |
| Fundraising | $468 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,689 | TotalAmt |
| Management And General | $13,618 | ManagementAndGeneralAmt |
| Fundraising | $121,071 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,137 | TotalAmt |
| Management And General | $7,935 | ManagementAndGeneralAmt |
| Fundraising | $28,202 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,144 | TotalAmt |
| Management And General | $69,144 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,592 | TotalAmt |
| Management And General | $321,592 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,763 | TotalAmt |
| Management And General | $137,763 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BAD DEBTS | $3,581,495 | $3,581,495 | |
| INVESTMENT EXPENSES | $377,552 | $377,552 | |
| CONTRACTUAL PAYMENTS | $154,702 | $81,461 | $73,241 |
| PAYROLL REIMBURSEMENT | $131,760 | $50,816 | $80,944 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,159 | TotalAmt |
| Management And General | $131,341 | ManagementAndGeneralAmt |
| Fundraising | $97,818 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,615,364 | TotalAmt |
| Program Services | $12,600,330 | ProgramServicesAmt |
| Management And General | $5,019,153 | ManagementAndGeneralAmt |
| Fundraising | $995,881 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,643 | BOYAmt |
| EOY | $178,544 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,198,812 | BOYAmt |
| EOY | $14,846,676 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,868,166 | BOYAmt |
| EOY | $15,231,186 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,500 | BOYAmt |
| EOY | $34,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,207,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,982,562 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,428,380 | BOYAmt |
| EOY | $6,224,613 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,400,914 | BOYAmt |
| EOY | $133,139,655 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,034,650 | BOYAmt |
| EOY | $104,989,167 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,369,945 | BOYAmt |
| EOY | $5,274,849 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,502,010 | BOYAmt |
| EOY | $279,918,849 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,629 | BOYAmt |
| EOY | $3,366,024 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,098,512 | BOYAmt |
| EOY | $1,973,731 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,923 | BOYAmt |
| EOY | $828,705 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,180,064 | BOYAmt |
| EOY | $6,168,460 | 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 | $20,960,376 | BOYAmt |
| EOY | $22,934,142 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,361,570 | BOYAmt |
| EOY | $250,816,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,321,946 | BOYAmt |
| EOY | $273,750,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,502,010 | BOYAmt |
| EOY | $279,918,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,792,583 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,711,458 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$75,598 | 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 | $29,858,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,861,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,831,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,152,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,339,089 | CurrentTaxYearAmt |
| Total | $116,042,737 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,513,254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,539,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,577,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,599,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,843,000 | CurrentTaxYearAmt |
| Total | $13,072,869 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,371,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,400,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,409,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,752,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,182,089 | CurrentTaxYearAmt |
| Total | $129,115,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,950,201 | SubstantialContributorsTotAmt |
| Public Support Total170 | $127,165,405 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,044,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $973,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $161,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $671,232 | CurrentTaxYearAmt |
| Total | $4,053,372 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$72,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$70,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$2,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $393,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,823 | CurrentTaxYearAmt |
| Total | $302,741 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,487,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,275,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $530,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $868,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,614,516 | CurrentTaxYearAmt |
| Total | $5,776,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $139,248,221 | TotalSupportAmt |
| Public Support CY170 | 0.91320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91380 | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $128,811 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,093,113 | BeginningYearBalanceAmt |
| Contributions | $8,061,335 | ContributionsAmt |
| Investment Earnings Or Losses | $11,739,640 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,839,449 | GrantsOrScholarshipsAmt |
| Other Expenditures | $181,081 | OtherExpendituresAmt |
| Administrative Expenses | $2,089,287 | AdministrativeExpensesAmt |
| End Year Balance | $204,784,271 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,100,618 | BeginningYearBalanceAmt |
| Contributions | $9,038,290 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,595,049 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,953,288 | GrantsOrScholarshipsAmt |
| Other Expenditures | $261,281 | OtherExpendituresAmt |
| Administrative Expenses | $2,236,177 | AdministrativeExpensesAmt |
| End Year Balance | $193,093,113 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $151,372,576 | BeginningYearBalanceAmt |
| Contributions | $12,035,787 | ContributionsAmt |
| Investment Earnings Or Losses | $47,182,446 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,170,186 | GrantsOrScholarshipsAmt |
| Other Expenditures | $294,973 | OtherExpendituresAmt |
| Administrative Expenses | $1,025,032 | AdministrativeExpensesAmt |
| End Year Balance | $201,100,618 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,350,035 | BeginningYearBalanceAmt |
| Contributions | $12,694,075 | ContributionsAmt |
| Investment Earnings Or Losses | $767,788 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,372,025 | GrantsOrScholarshipsAmt |
| Other Expenditures | $222,056 | OtherExpendituresAmt |
| Administrative Expenses | $846,241 | AdministrativeExpensesAmt |
| End Year Balance | $151,371,576 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,825,072 | BeginningYearBalanceAmt |
| Contributions | $11,454,792 | ContributionsAmt |
| Investment Earnings Or Losses | $10,247,588 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,710,531 | GrantsOrScholarshipsAmt |
| Other Expenditures | $266,866 | OtherExpendituresAmt |
| Administrative Expenses | $1,200,020 | AdministrativeExpensesAmt |
| End Year Balance | $144,350,035 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $600,631 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $980,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,580,631 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,445,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,819,369 | DepreciationAmt |
| Book Value | $4,625,946 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,193 | DepreciationAmt |
| Book Value | $18,036 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,224,613 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ASSETS MARKETABLE FUNDS | $30,134,987 | F |
| HEDGED AND ALTERNATIVE FUNDS | $74,854,180 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $104,989,167 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $828,705 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $828,705 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,731,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,711,457 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,843,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$75,598 | OtherRevenueAmt |
| Revenue Not Reported | $12,478,859 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,253,103 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $377,552 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$222,707 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $154,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,407,948 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,303,519 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,843,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,843,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,460,519 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $377,552 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$222,707 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $154,845 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,615,364 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ART COLLECTION IS DISPLAYED IN A PROPERTY HELD IN AN ENDOWMENT BY THE FOUNDATION. |
| PART V, LINE 4: | TO SERVE THE EDUCATIONAL PURPOSES OF ILLINOIS STATE UNIVERSITY. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAINS ON BENEFICIAL INTERESTS -75,598. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -222,707. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -222,707. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARRIBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $20,164,092 | RegionTotalExpendituresAmt |
| 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 | $20,164,092 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $20,164,092 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Region | VARIOUS | RegionTxt |
| Recipient | 181 | RecipientCnt |
| Cash Grant | $374,625 | CashGrantAmt |
| Manner Of Cash Disbursement | TRANSFER TO UNIVERSITY ACCOUNT | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CONSTRUCTION MANAGEMENT CAREER FAIR | Event1Nm |
| Gross Receipts Event1 | $85,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,784 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $12,755 | OtherDirectExpensesEvent1Amt |
| Event2 | KATIE INSURANCE GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $172,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $106,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $65,700 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $26,937 | CashPrizesEvent2Amt |
| Food And Beverage Event2 | $91,591 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,396 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 19 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $370,399 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $214,461 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $155,938 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $10,090 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $10,243 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $20,724 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $39,187 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $628,399 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $385,011 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $243,388 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $37,027 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,027 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $112,315 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,338 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $222,707 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,681 | 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 | ILLINOIS STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CAMPUS BOX | AddressLine1Txt |
| City | NORMAL | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61761 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 376014070 | RecipientEIN |
| Cash Grant | $6,865,038 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | PRICE LISTS, ESTIMATED FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | TO SUPPORT THE UNIVERSITY, INSTRUCTION, RESEARCH, AND PUBLIC SERVICE ACTIVITIES | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 2963 | RecipientCnt |
| Cash Grant | $5,360,667 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE DISBURSED AND MONITORED BASED ON REQUESTS FROM AUTHORIZED FISCAL AGENTS. FUNDS MUST PROVIDE DIRECT BENEFIT TO ILLINOIS STATE UNIVERSITY AND BE SUPPORTED BY APPROPRIATE DOCUMENTATION. ILLINOIS STATE UNIVERSITY FISCAL AGENTS REQUEST DISBURSEMENT OF FUNDS FOR SCHOLARSHIPS AWARDED IN ACCORDANCE WITH SPECIFIC CRITERIA OF THE SCHOLARSHIP MAY INCLUDE EDUCATIONAL ACHIEVEMENT, FINANCIAL NEED, AND OTHER FACTORS. FOUNDATION PERSONNEL REVIEW REQUESTS TO DETERMINE IF GUIDELINES ARE MET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAT VICKERMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $309,666 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,275 | $0 | $318,941 | $0 | $0 | $0 |
| MARK WUNDER | ||||||||||||||
| ASSISTANT VP OF DEVELOPMEN | $178,697 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,329 | $0 | $185,026 | $0 | $0 | $0 |
| JILL WILBERG | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $177,915 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,056 | $0 | $183,971 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | SALARIES ARE DETERMINED ANNUALLY BY THE PRESIDENT OF ILLINOIS STATE UNIVERSITY WHO MAY CONSIDER SUCH FACTORS AS TIME IN THE POSITION, PERFORMANCE, AND SALARIES OF COMPARABLE POSITIONS WITH THE UNIVERSITY AND AT COMPARABLE UNIVERSITIES. |
| FORM 990, PART VII, SECTION A | ALL OFFICERS AND HIGHLY COMPENSATED INDIVIDUALS ARE PAID BY ILLINOIS STATE UNIVERSITY, WHICH IS CONSIDERED AN UNRELATED ORGANIZATION FOR IRS PURPOSES. ALL WAGES LISTED ON PART VII, SECTION A ARE THE INDIVIDUALS' TOTAL W-2 COMPENSATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $446,161 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GRAIN | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,474 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES A STOCK BROKER TO PROCESS AND SELL DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S AUDIT AND FINANCE COMMITTEES REVIEW THE FORM 990 BEFORE IT IS FILED, AND THOSE COMMITTEES REPORT THEIR FINDINGS TO THE BOARD OF DIRECTORS AT ITS NEXT SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD POLICY STATES THAT EACH DIRECTOR, PRINCIPAL OFFICER, OR COMMITTEE MEMBER OF THE BOARD WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST WITH THE FOUNDATION MUST DISCLOSE THE EXISTENCE OF SUCH INTEREST TO THE BOARD OF DIRECTORS, WHICH SHALL DECIDE IF A CONFLICT OF INTEREST ACTUALLY EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARY OF A KEY EMPLOYEE OF THE ORGANIZATION IS DETERMINED ANNUALLY BY THE PRESIDENT OF ILLINOIS STATE UNIVERSITY WHO MAY CONSIDER SUCH FACTORS AS TIME IN THE POSITION, PERFORMANCE, AND SALARIES OF COMPARABLE POSITIONS WITHIN THE UNIVERSITY AND AT COMPARABLE UNIVERSITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTERESTS -75,598. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATIONS PROCESS FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| LAUNCHING FUTURES LLC (USES FOUNDATION EIN) | |||||||
| CAMPUS BOX 8000 | NORMAL | IL | 617908000 | REAL ESTATE INVESTMENT | IL | $3,794,034 | ISU FOUNDATION |
| LAUNCHING FUTURES II LLC (USES FOUNDATION EIN) | |||||||
| CAMPUS BOX 8000 | NORMAL | IL | 617908000 | REAL ESTATE INVESTMENT | IL | $600,631 | ISU FOUNDATION |
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