CARL ALBERT STATE COLLEGE DEVELOPMENT FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CARL ALBERT STATE COLLEGE DEVELOPMENT FOUNDATION (EIN 73-1082189)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202201339349307795
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:41:11-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710355269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARK PLC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 10148 | AddressLine1Txt |
| City | FORT SMITH | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 729170148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731082189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL ALBERT STATE COLLEGE | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 9186471200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1507 S MCKENNA | AddressLine1Txt |
| City | POTEAU | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74953 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANDY ROBERTS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9186471200 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MANDY | PersonFirstNm |
| Person Last | ROBERTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEANA A INFIELD | PreparerPersonNm |
| PTIN | P00440603 | PTIN |
| Phone | 4794845740 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MANDY ROBERTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1507 S MCKENNA | AddressLine1Txt |
| City | POTEAU | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $955,018 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARLALBERT.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD A RESIDENTIAL CAMPUS, TO CREATE AN ENDOWMENT FUND FOR SCHOLARSHIPS, AND TO ESTABLISH A PROGRAM FOR ACADEMIC ENRICHMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 80 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,160,686 | PYContributionsGrantsAmt |
| CY Contributions Grants | $462,845 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $294,493 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $254,304 | CYProgramServiceRevenueAmt |
| PY Investment Income | $168,245 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,869 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,623,424 | PYTotalRevenueAmt |
| CY Total Revenue | $955,018 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $559,453 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $429,057 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,061 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $416,923 | PYOtherExpensesAmt |
| CY Other Expenses | $328,380 | CYOtherExpensesAmt |
| PY Total Expenses | $976,376 | PYTotalExpensesAmt |
| CY Total Expenses | $757,437 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $647,048 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $197,581 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,663,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,030,799 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,386 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,618,559 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,024,609 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION'S MISSION IS TO BUILD A RESIDENTIAL CAMPUS, TO CREATE AN ENDOWMENT FUND FOR SCHOLARSHIPS, AND TO ESTABLISH A PROGRAM FOR ACADEMIC ENRICHMENT. THIS IS ACCOMPLISHED BY PROVIDING EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS TO STUDENTS AT CARL ALBERT STATE COLLEGE AND FACILITY GRANTS TO SUPPORT THE BUILDINGS AND CAMPUSES OF THE COLLEGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $429,057 | ExpenseAmt |
| Grant | $429,057 | GrantAmt |
| Desc | TO PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS TO STUDENTS AT CARL ALBERT STATE COLLEGE AND FACILITY GRANTS TO SUPPORT THE BUILDINGS AND CAMPUSES OF CARL ALBERT STATE COLLEGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $166,188 | ExpenseAmt |
| Revenue | $254,304 | RevenueAmt |
| Desc | TO PROVIDE DORMITORY FACILITIES TO SUPPORT THE STUDENTS OF CARL ALBERT STATE COLLEGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,103 | ExpenseAmt |
| Desc | TO PROVIDE FUNDS TO ENRICH ACADEMIC PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $650,348 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | QuidProQuoContributionsInd |
| 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 | 80 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANDY ROBERTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9186471200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1507 S MCKENNA | AddressLine1Txt |
| City | POTEAU | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74953 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE HOLTON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TY BARRETT | ||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES SMITH | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BUDDY SPENCER | ||||||
| ALTERNATE EXECUTIVE COMMIT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BELVA BARBER | ||||||
| REGENT REPRESENTATIVE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEANNA REED | ||||||
| REGENT REPRESENTATIVE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARLEY ABELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN ADAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY FRANCES ALBERT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ALBERT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ALEXANDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NIKKI ALLEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD CAGLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK CALDWELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB CARTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS CARTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY CAUGHMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER CHAVEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSE CHAVEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WHITNEY CHAVEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKIE CONN BEASLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM COOK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH CORN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS FENTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN FORNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GARRETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM GENTRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA GRANT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS GRANT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON HALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI HAMEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HAMILTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM HARRIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGIA HETHERINGTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JARRET HETHERINGTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERI HETHERINGTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILLY RAY HOFFMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIM HOFFMAN-WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WD HOFFMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA HOLTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY HUTCHISON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH JORDAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUNDY KIGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LLOYD LEE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE ANN LOGGAINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY HELEN LUCAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD MARTIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN MARQUEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MCBEE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT MCBEE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARON MCCLURE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KERRY MCCLURE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEVERLY MCMILLEN REID | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DELORES MITCHELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY MITCHELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARALI MIXON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN OLLIE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY PARHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB RATLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JARROD RIDENOUR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN ROBERTS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS ROBERTS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY ROBERTS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY SCHAEFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED SHEETS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM STITES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICK THOMPSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT THOMPSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARLENE WEBB | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT WEBB | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENDRA YANDELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE E WHITE JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL TAYLOR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE HALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERAMY O'BERRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AUSTIN O'BERRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY BLAKE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MANDY ROBERTS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $73,759 | $7,051 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $73,759 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,051 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $78,208 | GovernmentGrantsAmt |
| All Other Contributions | $384,637 | AllOtherContributionsAmt |
| Total Contributions | $462,845 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASC - DORMITORIES | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $254,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,304 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $254,304 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,869 | TotalRevenueColumnAmt |
| Exclusion | $237,869 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $955,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,304 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $237,869 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,057 | TotalAmt |
| Program Services | $429,057 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,004 | TotalAmt |
| Management And General | $39,004 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,920 | TotalAmt |
| Management And General | $4,920 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,205 | TotalAmt |
| Program Services | $55,103 | ProgramServicesAmt |
| Management And General | $22,041 | ManagementAndGeneralAmt |
| Fundraising | $33,061 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,063 | TotalAmt |
| Management And General | $8,063 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,320 | TotalAmt |
| Program Services | $105,320 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DORM UTILITIES | $48,458 | $48,458 |
| DORM OTHER EXPENSES | $11,145 | $11,145 |
| DORM REPAIRS & MAINTENA | $1,265 | $1,265 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,437 | TotalAmt |
| Program Services | $650,348 | ProgramServicesAmt |
| Management And General | $74,028 | ManagementAndGeneralAmt |
| Fundraising | $33,061 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,408 | BOYAmt |
| EOY | $475,166 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,238 | BOYAmt |
| EOY | $363,636 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,650 | BOYAmt |
| EOY | $19,800 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,804 | BOYAmt |
| EOY | $119,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,375,744 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,328,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117,642 | BOYAmt |
| EOY | $2,047,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,428,275 | BOYAmt |
| EOY | $8,820,526 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,928 | BOYAmt |
| EOY | $184,596 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,663,945 | BOYAmt |
| EOY | $12,030,799 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,386 | BOYAmt |
| EOY | $6,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,386 | BOYAmt |
| EOY | $6,190 | 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 | $5,075,289 | BOYAmt |
| EOY | $5,454,693 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,543,270 | BOYAmt |
| EOY | $6,569,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,618,559 | BOYAmt |
| EOY | $12,024,609 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,663,945 | BOYAmt |
| EOY | $12,030,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $197,581 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,208,469 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $320,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,160,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $384,637 | CurrentTaxYearAmt |
| Total | $2,804,664 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $320,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,160,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $384,637 | CurrentTaxYearAmt |
| Total | $2,804,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,804,664 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,816 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $349,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $325,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $168,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,869 | CurrentTaxYearAmt |
| Total | $1,508,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,312,767 | TotalSupportAmt |
| Public Support CY170 | 0.65030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63170 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,541,009 | BeginningYearBalanceAmt |
| Contributions | $264,934 | ContributionsAmt |
| Investment Earnings Or Losses | $1,336,816 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $309,057 | OtherExpendituresAmt |
| End Year Balance | $8,833,702 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,374,655 | BeginningYearBalanceAmt |
| Contributions | $546,043 | ContributionsAmt |
| Investment Earnings Or Losses | $294,376 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $674,065 | OtherExpendituresAmt |
| End Year Balance | $7,541,009 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,905,405 | BeginningYearBalanceAmt |
| Contributions | $360,863 | ContributionsAmt |
| Investment Earnings Or Losses | $415,369 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $306,982 | OtherExpendituresAmt |
| End Year Balance | $7,374,655 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,504,187 | BeginningYearBalanceAmt |
| Contributions | $333,700 | ContributionsAmt |
| Investment Earnings Or Losses | $413,725 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $346,207 | OtherExpendituresAmt |
| End Year Balance | $6,905,405 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,995,486 | BeginningYearBalanceAmt |
| Contributions | $410,652 | ContributionsAmt |
| Investment Earnings Or Losses | $521,059 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $423,010 | OtherExpendituresAmt |
| End Year Balance | $6,504,187 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48000 | 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 | $421,000 | OtherCostOrOtherBasisAmt |
| Book Value | $421,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,815,846 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,277,330 | DepreciationAmt |
| Book Value | $1,538,516 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,010 | DepreciationAmt |
| Book Value | $87,888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,047,404 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,124,483 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,208,469 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,208,469 | RevenueNotReportedAmt |
| Revenue Subtotal | $916,014 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,004 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $39,004 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $955,018 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $718,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $718,433 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,004 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,004 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $757,437 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION INTENDS TO KEEP THE TRUE ENDOWMENT FUNDS INVESTED IN PERPETUITY AND USE A PORTION OF THE EARNINGS OFF THESE ENDOWMENTS TO HELP FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE THROUGH SCHOLARSHIPS, FACILITY GRANTS, PROFESSORSHIPS AND CHAIR POSITIONS, AND VARIOUS OTHER SUPPORT. |
| PART X, LINE 2: | THE FOUNDATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT SUBJECT TO TAX AT THE ENTITY LEVEL FOR FEDERAL TAX PURPOSES. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. FASB CODIFICATION TOPIC INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND REQUIRES THE FOUNDATION TO RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UNDER AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ASSESSED THE TAX POSITIONS OF THE FOUNDATION AND DETERMINED THAT NO POSITIONS EXIST THAT REQUIRE ADJUSTMENT OR DISCLOSURE UNDER THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. THE FOUNDATION FILES INFORMATIONAL "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" (FORM 990) IN THE U.S. FEDERAL JURISDICTION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL ALBERT STATE COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1507 S MCKENNA STREET | AddressLine1Txt |
| City | POTEAU | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 736017987 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $429,057 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIPS AND FACILITY GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF FUNDS IS MONITORED VIA THE ACCOUNTS PAYABLE PROCESS. ALL FUNDS DISBURSED ARE REVIEWED FOR COMPLIANCE WITH DONOR INTENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANDY ROBERTS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $73,759 | 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 | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $7,051 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $80,810 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION VOTES ANNUALLY TO ALLOCATE FUNDING FROM EXCESS FUNDS IN THE FOUNDATION'S HOUSING FUNDS TO THE COLLEGE GENERAL FUND FOR THE FOUNDATION EXECUTIVE DIRECTOR'S SALARY. THE COLLEGE DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CERTAIN MEMBERS OF THE BOARD OF TRUSTEES ARE RELATED THROUGH BUSINESS OR FAMILY RELATIONSHIPS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION PRIOR TO FILING AND A COMPLETE COPY IS PROVIDED TO THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES, OFFICERS, EXECUTIVE DIRECTORS, AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY PERSONAL INTEREST THEY MAY HAVE IN ANY MATTER PENDING BEFORE THE FOUNDATION OR ANY COMMITTEES AND ABSTAIN FROM ANY VOTE ON SUCH MATTER. OFFICERS OF THE EXECUTIVE COMMITTEE OR ANY TRUSTEE OR VOLUNTEER BRINGING BUSINESS TO THE EXECUTIVE COMMITTEE SHALL DISCLOSE ANY PERSONAL INTEREST IN ANY MATTERS BEFORE THE COMMITTEE AND SHALL ABSTAIN FROM ANY VOTE ON SUCH MATTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990 AND GOVERNING DOCUMENTS OF THE FOUNDATION AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FOUNDATION'S OFFICE. ALSO AFTER FILING WITH THE IRS, THE FOUNDATION'S FORM 990 IS PUBLISHED ON VARIOUS WEBSITES, SUCH AS GUIDESTAR, AND AVAILABLE TO THE PUBLIC. RELATED TO PART VI, SECTION B, LINES 12A AND 13 - ON MAY 6, 2021, THE BOARD OF DIRECTORS APPROVED A WRITTEN CONFLICT OF INTEREST POLICY AND A WRITTEN WHISTLEBLOWER POLICY. THESE POLICIES WILL ALSO BE AVAILABLE UPON REQUEST FROM THE FOUNDATION'S OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL ALBERT STATE COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1507 S MCKENNA STREET | AddressLine1Txt |
| City | POTEAU | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736017987 | EIN |
| Primary Activities | HIGHER EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 115(1) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(IV) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CARL ALBERT STATE COLLEGE | ||
| J | $254,304 | ACTUAL COST |
| CARL ALBERT STATE COLLEGE | ||
| N | $166,188 | ACTUAL COST |
| CARL ALBERT STATE COLLEGE | ||
| B | $429,057 | ACTUAL COST |
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