SLIPPERY ROCK UNIVERSITY FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SLIPPERY ROCK UNIVERSITY FOUNDATION INC (EIN 23-7093388)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-31
- IRS object ID
- 202500319349302020
- Schema version
- 2023v6.0
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-31T16:39:31-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2R CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 GREENTREE RD BLDG 7 STE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237093388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLIPPERY ROCK UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SLIP | BusinessNameControlTxt |
| Phone | 7247382047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 233 | AddressLine1Txt |
| City | SLIPPERY ROCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK PALMER | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 7247382047 | PhoneNum |
| Signature | 2025-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SCHERER | PreparerPersonNm |
| PTIN | P00953415 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK PALMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 233 | AddressLine1Txt |
| City | SLIPPERY ROCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,584,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SRUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE PRIORITIES OF SRU BY GENERATING AND MANAGING PRIVATE RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,131,173 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,024,143 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $478,557 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $394,826 | CYProgramServiceRevenueAmt |
| PY Investment Income | $952,445 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,394,667 | CYInvestmentIncomeAmt |
| PY Other Revenue | $729,123 | PYOtherRevenueAmt |
| CY Other Revenue | $816,923 | CYOtherRevenueAmt |
| PY Total Revenue | $4,291,298 | PYTotalRevenueAmt |
| CY Total Revenue | $12,630,559 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,234,536 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,513,219 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $488,507 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $490,272 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $89,259 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,633,284 | PYOtherExpensesAmt |
| CY Other Expenses | $3,329,529 | CYOtherExpensesAmt |
| PY Total Expenses | $4,356,327 | PYTotalExpensesAmt |
| CY Total Expenses | $7,333,020 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$65,029 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,297,539 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,295,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,307,045 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $311,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $551,175 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,984,466 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,755,870 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. EXISTS TO SUPPORT THE PRIORITY NEEDS OF SLIPPERY ROCK UNIVERSITY BY GENERATING & MANAGING PRIVATE RESOURCES, BOTH FISCAL AND PHYSICAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,513,219 | ExpenseAmt |
| Grant | $3,513,219 | GrantAmt |
| Desc | RAISE & MANAGE FUNDS THAT ARE USED SOLELY FOR SCHOLARSHIPS TO STUDENTS ATTENDING SLIPPERY ROCK UNIVERSITY & AWARD SAID SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,928,996 | ExpenseAmt |
| Revenue | $462,716 | RevenueAmt |
| Desc | RAISE SUPPORT FOR SLIPPERY ROCK UNIVERSITY STUDENTS, FACULTY, PROGRAMMING AND ATHLETIC TEAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,442,215 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | Yes (1) | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARA KELLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7247382047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 MALTBY AVE | AddressLine1Txt |
| City | SLIPPERY ROCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16057 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| CHERYLE CAMPBELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG FRASER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL GINSBERG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD FOX | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS T MCMULLEN | |||||||
| BOARD MEMBER (THRU 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| ERIC WANGLER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN DARUSZKA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS J ALOI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL PASERBA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY BERTRAND | |||||||
| VICE CHAIR (THRU 10/23) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| JANET SARGERT | |||||||
| BOARD MEMBER (THRU 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER L WALTERS | |||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| JOY ZEINER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE PREBULA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH BONUS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE KELLY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK PALMER | |||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| RICHARD A HARPER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA CONNOLLY | |||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| TIMOTHY POST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH FINNEY | |||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIRUS MOORE | |||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA NELSON-FLOWERS | |||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA RICHEY | |||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY SHULSKY | |||||||
| BOARD MEMBER (AS OF 10/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HOLLENBAUGH | |||||||
| EXECUTIVE DIRECTOR | 35.00 | $172,721 | $0 | $12,681 | 5.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $172,721 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,681 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARAMARK LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | HOSPITALITY | ServicesDesc |
| Compensation | $151,774 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $63,891 | FundraisingAmt |
| Related Organizations | $700,000 | RelatedOrganizationsAmt |
| Government Grants | $185,200 | GovernmentGrantsAmt |
| All Other Contributions | $6,075,052 | AllOtherContributionsAmt |
| Noncash Contributions | $4,081,105 | NoncashContributionsAmt |
| Total Contributions | $7,024,143 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALES | 611710 | $159,640 | $159,640 |
| REGISTRATION INCOME | 611710 | $108,083 | $108,083 |
| ROYALTY INCOME | 611710 | $96,338 | $96,338 |
| OTHER INCOME | 611710 | $22,150 | $22,150 |
| NCAA & CONFERENCE REVE | 611710 | $8,615 | $8,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $394,826 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,115,115 | TotalRevenueColumnAmt |
| Exclusion | $1,115,115 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $67,890 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $67,890 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,890 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,137,538 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,374,729 | SecuritiesAmt |
| Other | $483,257 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,762,809 | SecuritiesAmt |
| Other | -$483,257 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,279,552 | TotalRevenueColumnAmt |
| Exclusion | $3,279,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $293,326 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $63,891 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $95,892 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,434 | TotalRevenueColumnAmt |
| Exclusion | $197,434 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SERVICE PURCHASE CONTR | 611710 | $420,000 | $420,000 |
| SPONSORSHIP INCOME | 611710 | $77,699 | $77,699 |
| ADMINISTRATIVE FEE INC | 611710 | $53,900 | $53,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $551,599 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,630,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $462,716 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,143,700 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,513,219 | TotalAmt |
| Program Services | $3,513,219 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,084 | TotalAmt |
| Management And General | $173,930 | ManagementAndGeneralAmt |
| Fundraising | $9,154 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,819 | TotalAmt |
| Program Services | $22,603 | ProgramServicesAmt |
| Management And General | $180,771 | ManagementAndGeneralAmt |
| Fundraising | $5,445 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,433 | TotalAmt |
| Program Services | $1,533 | ProgramServicesAmt |
| Management And General | $9,667 | ManagementAndGeneralAmt |
| Fundraising | $233 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,951 | TotalAmt |
| Program Services | $7,635 | ProgramServicesAmt |
| Management And General | $48,156 | ManagementAndGeneralAmt |
| Fundraising | $1,160 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,985 | TotalAmt |
| Program Services | $4,020 | ProgramServicesAmt |
| Management And General | $25,354 | ManagementAndGeneralAmt |
| Fundraising | $611 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823 | TotalAmt |
| Management And General | $823 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,200 | TotalAmt |
| Management And General | $25,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,497 | TotalAmt |
| Management And General | $179,497 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,176 | TotalAmt |
| Management And General | $25,301 | ManagementAndGeneralAmt |
| Fundraising | $875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,123 | TotalAmt |
| Program Services | $5,523 | ProgramServicesAmt |
| Fundraising | $600 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,357 | TotalAmt |
| Program Services | $33,357 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,205 | TotalAmt |
| Program Services | $201,827 | ProgramServicesAmt |
| Fundraising | $1,378 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,679 | TotalAmt |
| Management And General | $8,679 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,701 | TotalAmt |
| Management And General | $75,701 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SOFTWARE LICENSE (IN-KI | $1,431,233 | $1,431,233 | ||
| CONTRACTED SERVICES | $615,717 | $581,468 | $8,984 | $25,265 |
| CULTIVATION & STEWARDSH | $213,763 | $206,682 | $7,081 | |
| OPERATING SUPPLIES | $201,520 | $201,520 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,535 | TotalAmt |
| Program Services | $231,595 | ProgramServicesAmt |
| Management And General | $39,483 | ManagementAndGeneralAmt |
| Fundraising | $37,457 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,333,020 | TotalAmt |
| Program Services | $6,442,215 | ProgramServicesAmt |
| Management And General | $801,546 | ManagementAndGeneralAmt |
| Fundraising | $89,259 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $48,089 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,718 | BOYAmt |
| EOY | $361,738 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,201 | BOYAmt |
| EOY | $641,935 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,210 | BOYAmt |
| EOY | $7,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $819,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,179 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,918,353 | BOYAmt |
| EOY | $751,815 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,637,942 | BOYAmt |
| EOY | $48,778,373 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,219 | BOYAmt |
| EOY | $4,718,072 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,295,643 | BOYAmt |
| EOY | $55,307,045 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,518 | BOYAmt |
| EOY | $42,965 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,659 | BOYAmt |
| EOY | $508,210 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,177 | BOYAmt |
| EOY | $551,175 | 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 | $8,251,428 | BOYAmt |
| EOY | $10,738,506 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,733,038 | BOYAmt |
| EOY | $44,017,364 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,984,466 | BOYAmt |
| EOY | $54,755,870 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,295,643 | BOYAmt |
| EOY | $55,307,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,297,539 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $419,939 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $53,926 | 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 | $4,590,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,821,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,969,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,131,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,024,143 | CurrentTaxYearAmt |
| Total | $19,536,425 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,590,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,821,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,969,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,131,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,024,143 | CurrentTaxYearAmt |
| Total | $19,536,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,330,337 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,206,088 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $884,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,096,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $952,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,115,115 | CurrentTaxYearAmt |
| Total | $4,727,050 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,213,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $610,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $729,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $749,033 | CurrentTaxYearAmt |
| Total | $4,274,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,537,528 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,824,665 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SERVICE PURCHASE - 2019 AMOUNT: $ 996,000. 2020 AMOUNT: $ 861,800. 2021 AMOUNT: $ 338,820. 2022 AMOUNT: $ 450,000. 2023 AMOUNT: $ 420,000. SPONSORSHIP - 2019 AMOUNT: $ 38,800. 2020 AMOUNT: $ 6,285. 2021 AMOUNT: $ 62,718. 2022 AMOUNT: $ 41,952. 2023 AMOUNT: $ 77,699. ADMIN FEE - 2019 AMOUNT: $ 41,750. 2020 AMOUNT: $ 41,750. 2021 AMOUNT: $ 45,000. 2022 AMOUNT: $ 49,847. 2023 AMOUNT: $ 53,900. FUNDRAISING INCOME LESS EXPENSES - 2019 AMOUNT: $ 136,609. 2020 AMOUNT: $ 62,548. 2021 AMOUNT: $ 163,817. 2022 AMOUNT: $ 187,324. 2023 AMOUNT: $ 197,434. | ExplanationTxt |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,371,024 | BeginningYearBalanceAmt |
| Contributions | $822,735 | ContributionsAmt |
| Investment Earnings Or Losses | $5,079,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,358,880 | OtherExpendituresAmt |
| End Year Balance | $35,914,770 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,013,038 | BeginningYearBalanceAmt |
| Contributions | $847,746 | ContributionsAmt |
| Investment Earnings Or Losses | $3,866,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,356,493 | OtherExpendituresAmt |
| End Year Balance | $32,371,024 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,303,522 | BeginningYearBalanceAmt |
| Contributions | $1,347,585 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,424,389 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,213,680 | OtherExpendituresAmt |
| End Year Balance | $31,013,038 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,810,458 | BeginningYearBalanceAmt |
| Contributions | $1,540,258 | ContributionsAmt |
| Investment Earnings Or Losses | $9,737,463 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,880,230 | OtherExpendituresAmt |
| End Year Balance | $34,303,522 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,400,032 | BeginningYearBalanceAmt |
| Contributions | $1,635,744 | ContributionsAmt |
| Investment Earnings Or Losses | $814,516 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,039,834 | OtherExpendituresAmt |
| End Year Balance | $24,810,458 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.77000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $509,241 | OtherCostOrOtherBasisAmt |
| Book Value | $509,241 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $310,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,179 | DepreciationAmt |
| Book Value | $242,574 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $751,815 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN EXTERNALLY MANAGED TRUSTS | $170,427 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $43,256 |
| DONATED ARTWORK | $5,000 |
| INVESTMENTS - REAL ESTATE | $2,114,002 |
| PREPAIDS | $2,385,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,718,072 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE REMAINDER TRUST OBLIGATION | $17,694 |
| ANNUITIES PAYABLE | $159,220 |
| DUE TO AFFILIATE | $331,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $508,210 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,296,965 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $419,939 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $101,649 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $144,818 | OtherRevenueAmt |
| Revenue Not Reported | $666,406 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,630,559 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,630,559 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,525,561 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $101,649 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $95,892 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $197,541 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,328,020 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,333,020 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THIS ORGANIZATION RECEIVED A COLLECTION OF LIMITED EDITION, SIGNED AND NUMBERED PRINTS BY JAMES D. WERLINE (150 PRINTS WERE DONATED BY ONE INDIVIDUAL AND 242 WORKS WERE DONATED BY ANOTHER INDIVIDUAL IN DECEMBER 2017). THIS COLLECTION ENHANCES THE ABILITY OF SLIPPERY ROCK UNIVERSITY FOUNDATION, INC. TO SUPPORT SLIPPERY ROCK UNIVERSITY'S EMPHASIS OF EDUCATION AND APPRECIATION OF THE ARTS. THROUGH ITS COLLEGE OF LIBERAL ARTS, SLIPPERY ROCK UNIVERSITY OFFERS ITS STUDENTS FIVE (5) BACHELOR OF FINE ARTS DEGREES, AND FIVE (5) MINOR DEGREES OF FINE ARTS. THE SRU COLLEGE OF EDUCATION PROVIDES ITS STUDENTS ACCESS TO 10 WELL-EQUIPPED ART STUDIOS. THE PRIVATE ART COLLECTION AND WORKS OF STUDENTS ARE SHARED AT NUMEROUS EVENTS THROUGHOUT THE YEAR IN SEVERAL EXHIBIT AREAS ON CAMPUS. THE PRINTS WERE WRITTEN DOWN TO FMV ON 3/22/2022. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ON ACCOUNTING FOR UNCERTAIN INCOME TAXES. THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT COSTS NOT NETTED AGAINST REVENUE ON FORM 990 95,892. ACTUARIAL GAIN ON ANNUITIES PAYABLE 48,926. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT COSTS NETTED AGAINST REVENUE ON FORM 990 95,892. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN ALLOWANCE FOR DOUBTFUL ACCOUNTS NOT INCOME ON FORM 990 5,000. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUNSET SERENADE | Event1Nm |
| Gross Receipts Event1 | $155,961 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $18,074 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $137,887 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $277 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,265 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,032 | OtherDirectExpensesEvent1Amt |
| Event2 | WAGO | Event2Nm |
| Gross Receipts Event2 | $49,045 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,737 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,308 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $15,671 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $152,211 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $37,080 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $115,131 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $10,458 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $32,189 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $357,217 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $63,891 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $293,326 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $277 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $41,723 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,892 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $95,892 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $197,434 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 2306 | RecipientCnt |
| Cash Grant | $3,513,219 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS OF SCHOLARSHIPS AWARDED TO STUDENTS ATTENDING SLIPPERY ROCK UNIVERSITY. ADMISSION AND CONTINUED ENROLLMENT ARE MONITORED BY SLIPPERY ROCK UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HOLLENBAUGH | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $172,721 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,363 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,318 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $185,402 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK ALOI | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | GLENMEDE PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. | RelationshipDescriptionTxt |
| Transaction | FRANK ALOI IS ALSO AN EMPLOYEE OF GLENMEDE. HE RECUSES HIMSELF FROM VOTING ON ANY MATTERS RELATED SPECIFICALLY TO GLENMEDE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $264,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH AND LOW PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PETEX SOFTWARE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,816,620 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE ORGANIZATION USES AN OUTSIDE BROKERAGE FIRM TO SELL THE PUBLICLY TRADED SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE ANNUALLY REVIEWS ALL FEDERAL FILING REQUIREMENTS, AUDITED FINANCIAL STATEMENTS, AND HAS GENERAL OVERSIGHT OVER THE ENTIRE AUDIT PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BY-LAWS STATE THAT AN INDIVIDUAL MUST EXPOSE THE CONFLICT AND REMOVE THEMSELVES FROM THE VOTE IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE THE DIRECTOR, OFFICER, OR COMMITTEE MEMBER HAD FAILED TO DISCLOSE AN ACTUAL OR POSSIBLY FINANCIAL INTEREST. THE BOARD WILL AFFORD THE DIRECTOR, OFFICER, OR COMMITTEE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE THE CONFLICT OF INTEREST. IF AFTER HEARING THE RESPONSE AND MAKING SUCH FURTHER INVESTIGATION AS THE BOARD DEEMS APPROPRIATE, THE BOARD DETERMINES THAT THE DIRECTOR, OFFICER OR COMMITTEE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT WILL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE IMMEDIATE REMOVAL FROM THE POSITION HELD WITHIN THE FOUNDATION FOR SLIPPERY ROCK UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS & FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL GAIN (LOSS) ON ANNUITIES PAYABLE 48,926. CHANGE IN ALLOWANCE FOR DOUBTFUL ACCOUNTS 5,000. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRUF HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MORROW WAY | AddressLine1Txt |
| City | SLIPPERY ROCK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 932834932 | EIN |
| Primary Activities | INVESTMENTS IN REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $1,891,402 | TotalIncomeAmt |
| End Of Year Assets | $4,651,972 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLIPPERY ROCK UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| SLIPPERY ROCK UNIVERSITY | ||||||||||
| 1 MORROW WAY | SLIPPERY ROCK | PA | 16057 | 251513539 | HIGHER EDUCATION - PUBLIC UNIVERSITY | PA | COMMONWEALTH OF PENNSYLVANIA | 0 | ||
| SRUF CAMPUS HOUSING INC | ||||||||||
| 1 MORROW WAY | SLIPPERY ROCK | PA | 16057 | 475280523 | MANAGING MEMBER FOR SRUF STUDENT HOUSING LLC | PA | 0 | 501(C)(3) | LINE 10 | |
| SRUF STUDENT HOUSING LLC | ||||||||||
| 1 MORROW WAY | SLIPPERY ROCK | PA | 16057 | 474500591 | PROVIDES HOUSING FOR ENROLLED STUDENTS | PA | SRUF CAMPUS HOUSING INC (MANAGING MEMBER) | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SLIPPERY ROCK UNIVERSITY | ||
| J | $26,530 | CASH |
| SLIPPERY ROCK UNIVERSITY | ||
| K | $4,116 | CASH |
| SLIPPERY ROCK UNIVERSITY | ||
| L | $420,000 | CASH |
| SLIPPERY ROCK UNIVERSITY | ||
| O | $101,649 | IND. RATE X TIME SPENT |
| SRUF STUDENT HOUSING LLC | ||
| O | $53,900 | CASH |
| SRUF CAMPUS HOUSING INC | ||
| C | $700,000 | CASH |
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