2021-11-15T17:52:39-06:00 2021-06-30 135381590 BDO USA LLP 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2020-07-01 237017467 CENTRAL WASHINGTON UNIVERSITY FOUNDATION CENT 5099631555 400 E UNIVERISTY WAY BARGE 401 ELLENSBURG WA 98926 PAUL ELSTONE EXECUTIVE DIRECTOR 5099631555 2021-11-08 1 PAUL ELSTONE 999009999 MATTHEW FRERKER P01677675 2063827777 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAUL ELSTONE 400 E UNIVERISTY WAY BARGE 401 ELLENSBURG WA 98926 11977374 0 X WWW.CWU.EDU X 1968 WA THE CENTRAL WASHINGTON UNIVERSITY FOUNDATION IS A PARTNERSHIP OF COMMITTED VOLUNTEERS WORKING IN CONCERT WITH DONORS, ALUMNI, FRIENDS, AND THE UNIVERSITY COMMUNITIES TO RAISE PRIVATE FUNDS THAT SUPPORT THE STUDENTS, FACULTY AND PROGRAMS AT CENTRAL WASHINGTON UNIVERSITY. 23 23 0 24 0 0 4482398 3730672 29612 0 2627309 2093577 -13102 12872 7126217 5837121 1462780 1560856 0 0 336010 226803 234993 134317 203646 1273914 1055908 3307697 2977884 3818520 2859237 38807938 53738381 2318075 2142525 36489863 51595856 THE CENTRAL WASHINGTON UNIVERSITY FOUNDATION IS A PARTNERSHIP OF COMMITTED VOLUNTEERS WORKING IN CONCERT WITH DONORS, ALUMNI, FRIENDS, AND THE UNIVERSITY COMMUNITIES TO RAISE PRIVATE FUNDS THAT SUPPORT THE STUDENTS, FACULTY AND PROGRAMS AT CENTRAL WASHINGTON UNIVERSITY. 0 0 1560856 1560856 SCHOLARSHIPS FOR STUDENTS: MAJORITY IS ALLOCATED TO CWU TO ASSIST INDIVIDUALS. 911004 PROGRAM SUPPORT FOR ACADEMIC PROGRAMS: SEMINARS, COLLOQUIUMS, TRAVEL, WORKSHOPS, FELLOWSHIPS, HONORARIUMS, PUBLICATIONS AND CONFERENCES. 2471860 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 OR MN FL CA X X JULIANA LOWE 5099632760 400 E UNIVERSITY WAY BARGE 401 ELLENSBURG WA 98926 X RICK PARADIS INTERIM EXECUTIVE DIRECTOR 24.00 X 0 0 0 JAMES WOHLPART PRESIDENT 1.00 X X 0 0 0 ANGELINA SMITH CHAIR 1.00 X X 0 0 0 RALPH A CONNER VICE CHAIR 1.00 X X 0 0 0 WENDY IWASZUK SECRETARY 1.00 X X 0 0 0 GREG LECLAIR TREASURER 1.00 X X 0 0 0 JAMES GAUDINO PRESIDENT EMERITUS 1.00 X X 0 0 0 CASEY L JACOX BOARD MEMBER 1.00 X 0 0 0 FREDERICK KOHOUT BOARD MEMBER 1.00 X 0 0 0 FREDA ZIMMERMAN BOARD MEMBER 1.00 X 0 0 0 BEN REMAK BOARD MEMBER 1.00 X 0 0 0 JAMES OCKERMAN BOARD MEMBER 1.00 X 0 0 0 JANET BACKUS BOARD MEMBER 1.00 X 0 0 0 JASON DAVIS BOARD MEMBER 1.00 X 0 0 0 JEFFREY O'DONNELL BOARD MEMBER 1.00 X 0 0 0 JOE ADAMS BOARD MEMBER 1.00 X 0 0 0 JOHN DELANEY BOARD MEMBER 1.00 X 0 0 0 KELLY BENGSTON BOARD MEMBER 1.00 X 0 0 0 LEONARD HILL BOARD MEMBER 1.00 X 0 0 0 OZO JACULEWICZ BOARD MEMBER 1.00 X 0 0 0 PETE BARLOW BOARD MEMBER 1.00 X 0 0 0 SCOTT MCCAMMANT BOARD MEMBER 1.00 X 0 0 0 AARON CHRISTOPHERSEN BOARD MEMBER 1.00 X 0 0 0 AMY HANSON BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 1 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 52404 CONSULTATION/FUNDRAISING 134317 1 107703 3622969 454352 3730672 766594 766594 7428282 6101299 1326983 1326983 1326983 27900 107703 38954 -11054 -11054 MISCELLANEOUS REVENUE 900099 23926 23926 23926 5837121 0 0 2106449 1560856 1560856 226803 214741 4 12058 3675 3675 23000 23000 134317 134317 105798 105798 59825 43009 16253 563 133745 111246 5602 16897 126056 27013 98490 553 7752 5886 1866 20628 20628 PROGRAM SUPPORT 490254 435631 17253 37370 MISCELLANEOUS 85175 73478 11675 22 2977884 2471860 302378 203646 2544415 1467266 1988523 1929786 78840 34275000 50262489 38807938 53738381 392725 256471 109797 450254 1815553 1435800 2318075 2142525 X 2514608 7746280 33975255 43849576 36489863 51595856 38807938 53738381 X 2859237 12255719 -8963 X 0 1 X 1 0 X 2956112 7963021 5149314 4482398 3730672 24281517 2956112 7963021 5149314 4482398 3730672 24281517 3435272 20846245 631586 605291 798774 807083 766594 3609328 1561 28792 11581 23926 65860 27956705 187454 0.74570 0.75170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27061863 10475100 1012550 1439651 22865 37086997 26407703 1495666 425907 1267413 27061863 23338708 2882896 1337236 1151137 26407703 19290239 3467054 1787149 1205734 23338708 17462971 435406 2194780 802918 19290239 0.02390 0.61900 0.35710 1 0 0 PART V, LINE 4: ENDOWMENTS PROVIDE A LONG-TERM STREAM OF INCOME FOR MEETING UNIVERSITY NEEDS. ENDOWMENTS MAY BE DESIGNATED FOR SCHOLARSHIPS, ACADEMIC PROGRAM SUPPORT, GRADUATE FELLOWSHIPS, ENDOWED CHAIRS OR OTHER SPECIFIC AREAS. X X 1 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 52404 SOLICITATION/CONSULTING 0 0 134317 -134317 134317 -134317 WA CA OR AL CT GA HI KY MN NH KITNA GOLF TOURNAMENT 43850 15950 27900 12506 1787 2204 MATTIS DINNER EVENT 91753 91753 7358 4782 10317 135603 107703 27900 19864 6569 12521 38954 -11054 1 CENTRAL WASHINGTON UNIVERSITY 400 E UNIVERSITY WAY BARGE 402 ELLENSBURG WA 98926 911980504 GOVERNMENT 1540856 EDUCATIONAL SCHOLARSHIPS CENTRAL WASHINGTON UNIVERSITY 400 E UNIVERSITY WAY BARGE 402 ELLENSBURG WA 98926 911980504 GOVERNMENT 20000 STUDENT LOAN DEBT RELIEF AWARD 1 PART I, LINE 2: QUARTERLY DISBURSEMENTS OF SCHOLARSHIPS ARE REPORTED AND REVIEWED FOR ACCURACY BY CWU FOUNDATION STAFF AND THE CWU SCHOLARSHIP OFFICE REPORTS CONSIST OF STUDENT ID NUMBERS, NAME OF THE SCHOLARSHIP, AMOUNT OFFERED, AND AMOUNT DISBURSED SO THAT THIS CAN BE TRACED TO THE STUDENT FINANCIAL REPORT TO SHOW THE STUDENT RECEIVING THIS AWARD. MONITORING BY THE SYSTEM AND INDIVIDUALS HELP INSURE THAT THE CRITERIA OF THE SCHOLARSHIP GIVEN IS BEING HONORED. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 RICK PARADIS RECEIVED COMPENSATION OF $113,799 FROM CENTRAL WASHINGTON UNIVERSITY FOR SERVICES RENDERED TO CENTRAL WASHINGTON UNIVERSITY FOUNDATION. X 35002 X 18 346762 FMV X EVENT SUPPLIES 1 34160 FMV X EQUIPMENT 4 25500 FMV X AUCTION ITEMS 51 9740 X MISCELLANEOUS 3 3188 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE BEFORE FILING AND A FINAL 990 IS GIVEN TO THE BOARD OF DIRECTORS AT THE APRIL MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST GENERAL POLICY STATEMENTS ARE GIVEN TO THE BOARD MEMBERS ANNUALLY. THE STATEMENT REVIEWS OUR POLICY THAT FOR BUSINESS TRANSACTIONS INVOLVING THE FOUNDATION AND THE PERSONAL OR BUSINESS AFFAIRS OF A DIRECTOR, OFFICER, OR STAFF MEMBER SHALL BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS. FURTHER INFORMATION ABOUT SPECIFIC APPLICATION OF FINANCIAL INTERESTS AND RELATIONSHIPS, SPECIAL PRIVILEGES, FAVORS AND USE OF UNIVERSITY PROPERTY IS CONTAINED IN THE POLICY FOR REVIEW. EACH BOARD MEMBER REVIEWS THE POLICY, FILLS OUT THE QUESTIONNAIRE AND SIGNS THAT THEY AGREE TO INFORM THE BOARD CHAIR, EXECUTIVE DIRECTOR AND FELLOW DIRECTORS OF ANY CONFLICT THAT MAY BE DEVELOPING AND IN ALL SUCH CASES THEY WILL ABSTAIN FROM DISCUSSION AND VOTING, AND THEIR DISCLOSURE AND ABSTENTION WILL BE A MATTER OF RECORD. THE SIGNED FORM IS RETAINED IN THE CWU FOUNDATION RECORDS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AS DESCRIBED ON PRIVACY POLICY STATEMENT ON THE CENTRAL WASHINGTON UNIVERSITY FOUNDATION WEBSITE: WWW.CWU.EDU/FOUNDATION/ACCOUNTING. FINANCIAL STATEMENTS ARE AVAILABLE ON WWW.CWU.EDU/FOUNDATION/ACCOUNTING FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -8,963.