2021-11-01T14:01:49-05:00 2021-06-30 232108173 RKL LLP PO BOX 8408 LANCASTER PA 176048408 990 2020-07-01 236435616 MILLERSVILLE UNIVERSITY FOUNDATION MILL 7178717520 DUNCAN ALUM HS 207 N GEORGE ST MILLERSVILLE PA 17551 HEATHER ROSSELL SENIOR ACCOUNTANT 7178717520 2021-10-29 1 HEATHER ROSSELL 999009999 MOLLY L RAMOS CPA P00399762 7173945666 2021-10-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MR JOSEPH GARNER 111 W FAIRVIEW AVE MARIETTA PA 17547 7466581 0 X WWW.MILLERSVILLE.EDU/MUFOUNDATION/ X 1966 PA MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 24 24 0 25 0 0 8275371 2150622 0 0 582152 1645829 146713 0 9004236 3796451 1380260 1241982 0 0 0 0 0 0 246710 233580 425572 1613840 1667554 7390396 2128897 47707817 60628946 3001800 3722677 44706017 56906269 MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 0 0 1241982 1241982 ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY. 1241982 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X HEATHER ROSSELL 7178714089 MILLERSVILLE UNIVERSITY MILLERSVILLE PA 17551 X MR JOSEPH W GARNER PRESIDENT 1.00 X X 0 0 0 DR DARRYL L LANDIS VICE PRESIDENT (BEG. 11/10/20) 0.30 X X 0 0 0 MS SUZANNE J WALSTRUM TREASURER 0.30 X X 0 0 0 DR KEMAH EP WASHINGTON SECRETARY (BEG. 11/10/20) 0.30 X X 0 0 0 MR ROBERT BAILEY DIRECTOR (JOINED 1/1/21) 0.30 X 0 0 0 MS A SUSANNAH BOYLE DIRECTOR (JOINED 1/1/21) 0.30 X 0 0 0 DR XIMENA CATEPILLAN DIRECTOR (JOINED 1/1/21) 0.30 X 0 0 0 DR JENNIFER CHAMBERS DIRECTOR (JOINED 1/1/21) 0.30 X 0 0 0 MR ABRAM DIFFENBACH DIRECTOR 0.30 X 0 0 0 MS CORIN DUNDORE DIRECTOR 0.30 X 0 0 0 DR SAUL W FINK DIRECTOR (UNTIL 2/11/21) 0.30 X 0 0 0 DR MICHAEL R GUMPPER DIRECTOR 0.30 X 0 0 0 DR ALBERT HOFFMAN DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 MS EMILY HORN DIRECTOR (JOINED 9/20 UNTIL 5/21) 0.30 X 0 0 0 MS TIFFANY LEHERR DIRECTOR 0.30 X 0 0 0 DR JULIE A LOMBARDI DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 MS KAREN A MURLEY DIRECTOR 0.30 X 0 0 0 MR DAVID MORRIS DIRECTOR 0.30 X 0 0 0 MS JADE RYAN DIRECTOR (JOINED 11/20 UNTIL 5/21) 0.30 X 0 0 0 DR CHARLES K SCHARNBERGER DIRECTOR 0.30 X 0 0 0 DR SYLVIA SHELLENBERGER DIRECTOR 0.30 X 0 0 0 MS ANGEL SHELLEY-ROYAL DIRECTOR 0.30 X 0 0 0 MS STEVI N SPRENKLE DIRECTOR 0.30 X 0 0 0 MR WILLIAM D STADDEN DIRECTOR 0.30 X 0 0 0 DR CYNTHIA E TAYLOR DIRECTOR 0.30 X 0 0 0 MS HOLLY TREGO DIRECTOR 0.30 X 0 0 0 MR ANTOINE RJ WRIGHT DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 2150622 138411 2150622 677058 677058 4638901 3670130 968771 968771 968771 3796451 0 0 1645829 321937 321937 920045 920045 1842 1842 17125 17125 124576 124576 9448 6023 3425 16425 16425 WRITE OFF OF UNCOLLECTA 132760 132760 UNIVERSITY FUNDRAISING 110525 110525 MISCELLANEOUS EXPENSE 12871 12871 1667554 1241982 178862 246710 1224207 4136712 4534978 3471489 9396 0 41656666 52896366 282570 124379 47707817 60628946 29672 38751 2972128 3683926 3001800 3722677 X 761951 716526 43944066 56189743 44706017 56906269 47707817 60628946 X 2128897 10065223 6132 X X 0 1 X 1 0 X 2790278 3095821 1658632 8275371 2150622 17970724 2790278 3095821 1658632 8275371 2150622 17970724 6768347 11202377 533669 599980 688446 769102 677058 3268255 55711 420 146713 202844 21441823 0.52250 0.51300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 181. 2018 AMOUNT: $ 420. RECOVERY OF BAD DEBT - 2016 AMOUNT: $ 55,530. 2019 AMOUNT: $ 146,713. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44706017 2604758 11599551 1241982 762075 56906269 36834717 8672258 992678 1380260 413376 44706017 34857594 2007423 1842903 1241818 631385 36834717 31172486 3087054 2222254 1336909 287291 34857594 26459771 2864993 3350263 1270262 232279 31172486 0.01260 0.63760 0.34980 0 0 0 AGENCY FUNDS 3541961 PRESENT VALUE OF GIFT ANNUITY PAYABLE 141965 3683926 X 14193369 10065223 460000 -3729 10521494 3671875 124576 124576 3796451 1993117 460000 -9861 450139 1542978 124576 124576 1667554 PART V, LINE 4: TO PROVIDE FUNDS FOR SCHOLARSHIPS AND AWARDS TO SUPPORT STUDENTS AND PROGRAMS OF MILLERSVILLE UNIVERSITY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE -9,861. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 6,132. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE -9,861. 1 MILLERSVILLE UNIVERSITY PO BOX 1002 MILLERSVILLE PA 175510302 232397926 501(C)(3) 321937 TO SUPPORT LECTURESHIPS, DEPARTMENTAL EXPENSES, PRESIDENTIAL DISCRETIONARY EXPENSES. 1 0 SCHOLARSHIP/AWARDS 413 920045 PART I, LINE 2: THE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA. X 10 138411 MARKET VALUE 0 0 0 0 PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (C): THE ORGANIZATION RECEIVED NON-CASH ITEMS IN PARTIAL SATISFACTION OF A PRIOR YEAR PLEDGE, AND THEREFORE, THE AMOUNT IS NOT REPORTED ON PART VIII, LINE 1G NOR IS IT REPORTED IN COLUMN (C) OF SCHEDULE M. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF ACCOUNTING AND BUDGET. THE ORGANIZATION THEN PROVIDES AN ELECTRONIC COPY TO THE GOVERNING BODY TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS ENFORCED WITH EDUCATION AND DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 6,132. X THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT AS OUTLINED IN ARTICLE VII SECTION 6 OF THE BYLAWS. THE AUDIT COMMITTEE DETERMINES WHEN AN RFP FOR AUDITING SERVICES NEEDS TO BE ISSUED TO SOLICIT BIDS FOR SERVICES. THEY EVALUATE THE RESPONSES AND SELECT THE FIRM THEY FEEL WILL BEST SERVE THE NEEDS OF THE FOUNDATION. THE STAFF LIAISON FROM THE ADVANCEMENT OFFICE AND THE UNIVERSITY ACCOUNTING OFFICE PROVIDE TECHNICAL AND CLERICAL ASSISTANCE IN THE PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.