UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATED: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATED (EIN 02-0437506)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202311329349300536
- Schema version
- 2021v4.2
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T07:37:36-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020437506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of New Hampshire Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Erik Gross | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6038621584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Elliott Alumni Center 9 Edgewood Rd | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK GROSS | PersonNm |
| Person Title | UNHF Treasurer | PersonTitleTxt |
| Phone | 6038621584 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIK | PersonFirstNm |
| Person Last | GROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIK GROSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Elliott Alumni Center 9 Edgewood Rd | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $230,456,825 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unh.edu/give/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | The mission is to coordinate the acquisition of private support with an emphasis on building the endowment for the benefit of UNH | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $26,958,604 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,169,413 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,357,572 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,633,496 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,936,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,752,609 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,311 | PYOtherRevenueAmt |
| CY Other Revenue | $54,424 | CYOtherRevenueAmt |
| PY Total Revenue | $40,256,722 | PYTotalRevenueAmt |
| CY Total Revenue | $51,609,942 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,318,726 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,790,403 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,983,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,680,283 | PYOtherExpensesAmt |
| CY Other Expenses | $29,382,662 | CYOtherExpensesAmt |
| PY Total Expenses | $40,999,009 | PYTotalExpensesAmt |
| CY Total Expenses | $38,173,065 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$742,287 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,436,877 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $315,439,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,565,997 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,644,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,007,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $309,795,064 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $286,558,670 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University of New Hampshire Foundation, Inc. (UNHF) is an entity whose purpose is to coordinate the acquisition of private support to benefit the University of New Hampshire (UNH) within USNH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,581,667 | ExpenseAmt |
| Desc | UNHF Secured and transferred $13,581,667 in gifts to UNH (USNH) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,421,550 | ExpenseAmt |
| Desc | UNHF Distributed $11,421,550 to UNH (USNH) to support endowed programs | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $97,290 | ExpenseAmt |
| Desc | UNHF distributed $97,290 to St. Anselm's College on behalf of the Responsible Governance and Sustainable Citizenship Project (RGSCP) an initiative involving UNH and St. Anselm's College that promotes ethics, citizenship, principled leadership, responsible governance and the creation of sustainable institutions. The $7M funding to establish the endowment came from a settlement reached between the NH Securities Board and Tyco International, LTD in 2002. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,100,507 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK GROSS | PersonNm |
| Phone | 6038621584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Elliott Alumni Center 9 Edgewood Rd | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES DEAN | |||||||||
| UNH President | 1.000 | 40.00 | Yes (X) | Yes (X) | $0 | $577,155 | $28,144 | ||
| DEBORAH DUTTON COX | |||||||||
| UNHF President | 40.00 | Yes (X) | Yes (X) | $361,824 | $0 | $29,000 | |||
| TROY FINN | |||||||||
| AVP Development | 40.00 | $251,032 | $0 | $10,153 | Yes (X) | ||||
| SUSAN MCDONOUGH | |||||||||
| Major Gift Officer | 40.00 | $172,904 | $0 | $18,136 | Yes (X) | ||||
| MICHAEL MCCARTHY | |||||||||
| Major Gift Officer | 40.00 | $170,160 | $0 | $17,147 | Yes (X) | ||||
| ERIK GROSS | |||||||||
| UNHF Treasurer | 40.00 | Yes (X) | Yes (X) | $160,770 | $0 | $18,197 | |||
| JENNIFER LOWERY | |||||||||
| Major Gift Officer | 40.00 | $153,915 | $0 | $16,920 | Yes (X) | ||||
| MISTY MCCARTY | |||||||||
| AVP Advancement | 40.00 | $153,907 | $0 | $15,997 | Yes (X) | ||||
| MARY HORIGAN | |||||||||
| SrExecutive Director | 40.00 | $131,929 | $0 | $14,787 | Yes (X) | ||||
| ROBERT PHILLIPS | |||||||||
| Chair | 5.000 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN KNARR | |||||||||
| Vice Chair | 5.000 | Yes (X) | $0 | $0 | $0 | ||||
| KATIE BOUTON | |||||||||
| Secretary | 5.000 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS ARRIX | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| TODD BLACK | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| JAMIE BURNETT | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CAMPBELL | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE CARBERRY | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD DANE | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| LYNNE DOUGHERTY | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE DWYER | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| SHAWN GORMAN | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HALLAL | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS HAYES | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| TITO JACKSON | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| GREG JANSEN | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPHINE LAMPREY | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH LIBBEY | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MORISON III | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES PATRICK IV | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN PEPIN | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH SAMUELS | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN SMALL | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| MORGAN RUTMAN | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW WITKOS | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| SHERILYN YOUNG | |||||||||
| Director | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN MERCANDETTI | |||||||||
| Director to Aug 2021 | 1.000 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,556,441 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $577,155 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,481 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $8,390 | FederatedCampaignsAmt |
| All Other Contributions | $31,161,023 | AllOtherContributionsAmt |
| Noncash Contributions | $7,565,436 | NoncashContributionsAmt |
| Total Contributions | $31,169,413 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fundraising Services | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,633,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,633,496 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,633,496 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,215,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,215,057 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $188,384,435 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,846,883 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,537,552 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,537,552 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,537,552 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Furniture Proceeds | 900099 | $36,462 | $36,462 |
| Tumbler QPQ Value | 900099 | $10,908 | $10,908 |
| 603 Challenge Match | 900099 | $7,054 | $7,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,424 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,609,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,440,529 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,475 | TotalAmt |
| Management And General | $437,093 | ManagementAndGeneralAmt |
| Fundraising | $681,383 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,514,443 | TotalAmt |
| Management And General | $293,028 | ManagementAndGeneralAmt |
| Fundraising | $5,221,415 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,727 | TotalAmt |
| Management And General | $28,335 | ManagementAndGeneralAmt |
| Fundraising | $530,392 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,516 | TotalAmt |
| Management And General | $59,131 | ManagementAndGeneralAmt |
| Fundraising | $1,106,384 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,242 | TotalAmt |
| Management And General | $22,224 | ManagementAndGeneralAmt |
| Fundraising | $411,018 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
| Management And General | $1,700 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,885 | TotalAmt |
| Management And General | $26,885 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,789,545 | TotalAmt |
| Management And General | $2,789,545 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,629 | TotalAmt |
| Management And General | $86,523 | ManagementAndGeneralAmt |
| Fundraising | $456,106 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,268 | TotalAmt |
| Fundraising | $75,268 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,716 | TotalAmt |
| Management And General | $4,883 | ManagementAndGeneralAmt |
| Fundraising | $250,833 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,418 | TotalAmt |
| Management And General | $411 | ManagementAndGeneralAmt |
| Fundraising | $176,007 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,144 | TotalAmt |
| Management And General | $5,180 | ManagementAndGeneralAmt |
| Fundraising | $49,964 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,548 | TotalAmt |
| Management And General | $15,724 | ManagementAndGeneralAmt |
| Fundraising | $22,824 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,003,217 | TotalAmt |
| Program Services | $25,003,217 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,391 | TotalAmt |
| Management And General | $12,391 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Membership Dues & Fees | $31,793 | $30,047 | $1,746 | |
| Stragetic Initiatives | $254,543 | $254,543 | ||
| Scholarships | $1,600 | $1,600 | ||
| External Payout | $97,290 | $97,290 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,975 | TotalAmt |
| Management And General | $19,975 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,173,065 | TotalAmt |
| Program Services | $25,100,507 | ProgramServicesAmt |
| Management And General | $4,089,218 | ManagementAndGeneralAmt |
| Fundraising | $8,983,340 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,105 | BOYAmt |
| EOY | $10,300,936 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,585,897 | BOYAmt |
| EOY | $10,736,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $295,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,000 | BOYAmt |
| EOY | $295,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,290,420 | BOYAmt |
| EOY | $68,053,369 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,505,519 | BOYAmt |
| EOY | $202,867,004 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,678 | BOYAmt |
| EOY | $313,339 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,439,619 | BOYAmt |
| EOY | $292,565,997 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,942 | BOYAmt |
| EOY | $808,046 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,091,613 | BOYAmt |
| EOY | $5,199,281 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,644,555 | BOYAmt |
| EOY | $6,007,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,795,064 | BOYAmt |
| EOY | $286,558,670 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,795,064 | BOYAmt |
| EOY | $286,558,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,439,619 | BOYAmt |
| EOY | $292,565,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,436,877 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$36,673,271 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $34,476,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,458,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,644,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,958,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,169,413 | CurrentTaxYearAmt |
| Total | $145,707,321 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,476,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,458,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,644,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,958,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,169,413 | CurrentTaxYearAmt |
| Total | $145,707,321 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,801,471 | SubstantialContributorsTotAmt |
| Public Support Total170 | $115,905,850 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,594,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,437,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,848,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,308,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,215,057 | CurrentTaxYearAmt |
| Total | $18,404,932 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,424 | CurrentTaxYearAmt |
| Total | $80,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $164,192,500 | TotalSupportAmt |
| Public Support CY170 | 0.70591 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74277 | 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) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $296,533,286 | BeginningYearBalanceAmt |
| Contributions | $9,753,207 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,640,255 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,536,439 | OtherExpendituresAmt |
| Administrative Expenses | $2,372,727 | AdministrativeExpensesAmt |
| End Year Balance | $265,737,072 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,797,118 | BeginningYearBalanceAmt |
| Contributions | $5,857,502 | ContributionsAmt |
| Investment Earnings Or Losses | $67,488,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,304,968 | OtherExpendituresAmt |
| Administrative Expenses | $2,304,640 | AdministrativeExpensesAmt |
| End Year Balance | $296,533,286 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $236,325,733 | BeginningYearBalanceAmt |
| Contributions | $7,914,903 | ContributionsAmt |
| Investment Earnings Or Losses | $5,135,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,772,972 | OtherExpendituresAmt |
| Administrative Expenses | $1,806,452 | AdministrativeExpensesAmt |
| End Year Balance | $235,797,118 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,648,029 | BeginningYearBalanceAmt |
| Contributions | $11,785,137 | ContributionsAmt |
| Investment Earnings Or Losses | $13,190,293 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,228,336 | OtherExpendituresAmt |
| Administrative Expenses | $2,069,390 | AdministrativeExpensesAmt |
| End Year Balance | $236,325,733 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $204,467,980 | BeginningYearBalanceAmt |
| Contributions | $15,113,805 | ContributionsAmt |
| Investment Earnings Or Losses | $17,716,544 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,813,503 | OtherExpendituresAmt |
| Administrative Expenses | $1,836,797 | AdministrativeExpensesAmt |
| End Year Balance | $224,648,029 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81960 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $295,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $295,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $295,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments measured at NAV | Desc |
| Book Value | $202,867,004 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $202,867,004 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Life Insurance Policies Cash Surrender Value | $295,339 |
| REITS | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $313,339 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $3,259,454 |
| Deferred Inflow Annuites | $1,654,827 |
| Other | $285,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,199,281 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,152,984 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$36,673,271 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$36,673,271 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,826,255 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,783,687 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,783,687 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,609,942 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,389,378 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $35,389,378 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,783,687 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,783,687 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,173,065 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,390,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $6,390,000 | SubtotalSpentAmt |
| Total Spent | $6,390,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (36 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES DEAN | |||||||||||
| UNH President | $461,155 | $116,000 | $28,144 | $19,660 | $624,959 | ||||||
| DEBORAH DUTTON COX | |||||||||||
| UNHF President | $313,524 | $48,300 | $29,000 | $22,302 | $413,126 | ||||||
| TROY FINN | |||||||||||
| AVP Development | $219,327 | $31,705 | $10,153 | $18,755 | $279,940 | ||||||
| SUSAN MCDONOUGH | |||||||||||
| Major Gift Officer | $157,904 | $15,000 | $18,136 | $22,128 | $213,168 | ||||||
| MICHAEL MCCARTHY | |||||||||||
| Major Gift Officer | $155,160 | $15,000 | $17,147 | $22,111 | $209,418 | ||||||
| ERIK GROSS | |||||||||||
| UNHF Treasurer | $160,770 | $18,197 | $21,943 | $200,910 | |||||||
| JENNIFER LOWERY | |||||||||||
| Major Gift Officer | $138,915 | $15,000 | $16,920 | $22,867 | $193,702 | ||||||
| MISTY MCCARTY | |||||||||||
| AVP Advancement | $153,907 | $15,997 | $23,716 | $193,620 | |||||||
| MARY HORIGAN | |||||||||||
| SrExecutive Director | $131,804 | $14,787 | $8,876 | $155,592 | $125 | ||||||
| ROBERT PHILLIPS | |||||||||||
| Chair | |||||||||||
| KEVIN KNARR | |||||||||||
| Vice Chair | |||||||||||
| KATIE BOUTON | |||||||||||
| Secretary | |||||||||||
| THOMAS ARRIX | |||||||||||
| Director | |||||||||||
| TODD BLACK | |||||||||||
| Director | |||||||||||
| JAMIE BURNETT | |||||||||||
| Director | |||||||||||
| MICHAEL CAMPBELL | |||||||||||
| Director | |||||||||||
| CHRISTINE CARBERRY | |||||||||||
| Director | |||||||||||
| EDWARD DANE | |||||||||||
| Director | |||||||||||
| LYNNE DOUGHERTY | |||||||||||
| Director | |||||||||||
| CHRISTINE DWYER | |||||||||||
| Director | |||||||||||
| SHAWN GORMAN | |||||||||||
| Director | |||||||||||
| DAVID HALLAL | |||||||||||
| Director | |||||||||||
| THOMAS HAYES | |||||||||||
| Director | |||||||||||
| TITO JACKSON | |||||||||||
| Director | |||||||||||
| GREG JANSEN | |||||||||||
| Director | |||||||||||
| JOSEPHINE LAMPREY | |||||||||||
| Director | |||||||||||
| SARAH LIBBEY | |||||||||||
| Director | |||||||||||
| JOHN MORISON III | |||||||||||
| Director | |||||||||||
| JAMES PATRICK IV | |||||||||||
| Director | |||||||||||
| SUSAN PEPIN | |||||||||||
| Director | |||||||||||
| SARAH SAMUELS | |||||||||||
| Director | |||||||||||
| JOHN SMALL | |||||||||||
| Director | |||||||||||
| MORGAN RUTMAN | |||||||||||
| Director | |||||||||||
| MATTHEW WITKOS | |||||||||||
| Director | |||||||||||
| SHERILYN YOUNG | |||||||||||
| Director | |||||||||||
| SUSAN MERCANDETTI | |||||||||||
| Director to Aug 2021 | |||||||||||
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,220,436 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Mean @ Gift Date | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $345,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt |
|---|---|---|
| Yes (X) | Equipment | 10 |
| Yes (X) | GC & Tickets | 9 |
| Yes (X) | Supplies | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| P1, Col B | Number of contributions |
| P1, Ln 33 | The organization does not recognize revenue on these types of donations |
| P1, Ln 33 | because the assets are not sold, but rather utilized in programs at the |
| P1, Ln 33 | University of New Hampshire. The transactions do not involve cash received. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI Line 1a | Erik Gross, UNHF Treasurer, is not included as he only has voting rights on |
| Part VI Line 1a | investment agenda items. |
| Part VI Line 7a | USNH Board of Trustees elect at least three voting members to the |
| Part VI Line 7a | UNHF Board of Directors |
| Part VI Line 7b | The UNHF budget requires approval from the USNH Board of Trustees |
| Part VI Line 11b | The Audit Committee performs a detailed review of the completed Form 990 |
| Part VI Line 12c | At UNHF Board of Directors annual meeting members review the policy and |
| Part VI Line 12c | sign a letter indicating compliance and disclosing any potenial conflicts |
| Part VI Line 15a or b | Review of comparative data provided by independent consultants; assigned |
| Part VI Line 15a or b | class/salary by USNH Classification Committee and approved by supervisor |
| Part VI Line 18 | www.unh.edu/give/financial-reports |
| Part VI Line 19 | Financial Statements are available to the public on our website |
| Part VI Line 19 | Governing Documents and Conflict of Interest available upon request |
| Part V Line 1a | Disbursements are paid by USNH (related entity) and is responsible for |
| Part V Line 1a | preparation of 1099's and 1096's |
| Part V Line 2a | UNHF has 184 employees that are paid by USNH directly and reported on the |
| Part V Line 2a | USNH W-3. USNH (related entity) pays UNHF employees and prepares W-2's |
| Part VII Section A | Individuals that work directly for UNHF and paid by USNH are included in |
| Part VII Section A | column D as reportable compensation for the organization. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University System of New Hampshire | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Chenell Drive Ste 301 | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026000937 | EIN |
| Primary Activities | Educational | PrimaryActivitiesTxt |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Exempt Code Section | 501c3 | ExemptCodeSectionTxt |
| Public Charity Status | 170b1Aiv | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| University System of New Hampshire | ||
| B | $13,581,667 | Cash Transfer |
| (no name) | ||
| L | $7,633,496 | Cash Transfer |
| Concord | ||
| O | $8,790,403 | USNH Payroll |
| (no name) | ||
| Q | $1,580,758 | USNH Accounts Payable |
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