UNIVERSITY OF ALASKA FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ALASKA FOUNDATION (EIN 23-7394620)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-10
- IRS object ID
- 202121309349302272
- Schema version
- 2019v5.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T12:49:21-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237394620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Alaska Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9074508030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755080 | AddressLine1Txt |
| City | Fairbanks | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99775 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stan Mishin | PersonNm |
| Person Title | Dir of Finance | PersonTitleTxt |
| Signature | 2021-05-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Susan Foley | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755080 | AddressLine1Txt |
| City | Fairbanks | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99775 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $122,910,657 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.alaska.edu/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | To seek, secure, and steward philanthropic support to build excellence at the University of Alaska. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | -$292,477 | TotalGrossUBIAmt |
| PY Contributions Grants | $22,396,753 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,881,875 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,282 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,636 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,411,794 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,200,841 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,309 | PYOtherRevenueAmt |
| CY Other Revenue | -$36,442 | CYOtherRevenueAmt |
| PY Total Revenue | $28,807,520 | PYTotalRevenueAmt |
| CY Total Revenue | $30,048,910 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,513,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,604,489 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,515,317 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,856,750 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $420,383 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $696,615 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,060,575 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,127,944 | PYOtherExpensesAmt |
| CY Other Expenses | $2,114,274 | CYOtherExpensesAmt |
| PY Total Expenses | $22,577,554 | PYTotalExpensesAmt |
| CY Total Expenses | $18,272,128 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,229,966 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,776,782 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $427,215,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $433,420,168 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $153,356,958 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151,850,919 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $273,858,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $281,569,249 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To seek, secure, and steward philanthropic support to build excellence at the University of Alaska. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,404,370 | ExpenseAmt |
| Grant | $6,404,370 | GrantAmt |
| Desc | Academic Program Support: The Foundation accepts, manages, and acts as fiduciary for all monetary gifts received on behalf of the University of Alaska (UA). Over 50% of program expenses go to support academic services, facilities, and related infrastructure across the UA System | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,743,153 | ExpenseAmt |
| Grant | $3,655,332 | GrantAmt |
| Desc | Student Financial Aid: The Foundation receives monetary contributions from donors for the benefit of the University of Alaska students. Scholarships are available to students based on merit, financial need, outstanding achievement in specialized fields, or any combination these criteria. In FY20, the Foundation awarded over 1400 scholarships to UA students | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,544,787 | ExpenseAmt |
| Grant | $2,544,787 | GrantAmt |
| Revenue | $2,636 | RevenueAmt |
| Desc | Student & Public Support: The Foundation administers charitable gifts intended by donors to enhance student life, community engagement, and public learning. These include athletics, radio/tv stations, library, museum, and cooperative extension services among others. Support is accomplished through reimbursement of UA personnel costs, travel, operating expenses,and capital expenditures. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,692,310 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stan Mishin | PersonNm |
| Phone | 9074508985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755080 | AddressLine1Txt |
| City | Fairbanks | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99775 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Jim Johnsen | |||||||
| Director | 0.60 | 54.40 | Yes (X) | $0 | $330,762 | $66,910 | |
| Dan White | |||||||
| Director | 0.50 | 54.50 | Yes (X) | $0 | $309,937 | $69,373 | |
| Cathy Sandeen | |||||||
| Director | 0.50 | 54.50 | Yes (X) | $0 | $310,938 | $51,983 | |
| Susan Foley | |||||||
| President | 27.50 | 27.50 | $0 | $203,690 | $39,961 | Yes (X) | |
| Rick Caulfield | |||||||
| Director | 0.50 | 54.50 | Yes (X) | $0 | $153,864 | $65,823 | |
| Megan Riebe | |||||||
| Ass VP Development | 25.00 | 25.00 | $0 | $143,935 | $38,196 | ||
| Stan Mishin | |||||||
| Dir of Finance | 40.00 | 0.00 | $0 | $128,450 | $48,251 | Yes (X) | |
| David Woodley | |||||||
| Dir Data Services | 40.00 | 10.00 | $0 | $113,423 | $46,680 | ||
| Emily Drygas | |||||||
| Dir Principal Gift | 40.00 | 0.00 | $0 | $122,004 | $36,712 | ||
| Alex Slivka | |||||||
| Director | 1.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cary Keller | |||||||
| Director | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Bruce | |||||||
| Director | 0.70 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Heather Cavanaugh | |||||||
| Director | 0.70 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jim Kostka | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Aleesha Towns-Bain | |||||||
| Director | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Todd Fletcher | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Hulbert | |||||||
| Secretary | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Meg Nordale | |||||||
| Director | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Madsen | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Jepsen | |||||||
| Director | 0.80 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Julee Farley | |||||||
| Treasurer | 0.90 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mary K Hughes | |||||||
| Director | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cindy Cartledge | |||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jo Heckman | |||||||
| Director | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marilyn Romano | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Todd Greimann | |||||||
| Director | 0.90 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Darroll Hargraves | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rhonda Oliver | |||||||
| Director | 0.70 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Schrage | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,817,003 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $463,889 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| University of Alaska | |||||
| PO Box 756540 | Fairbanks | AK | 997756540 | Foundation Staffing | $2,581,093 |
| Ruffalo Noel Levitz LLC | |||||
| 1025 Kirkwood Parkway SW | Cedar Rapids | IA | 52404 | Fundraising | $297,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $30,764 | MembershipDuesAmt |
| Fundraising | $72,583 | FundraisingAmt |
| Related Organizations | $1,620,543 | RelatedOrganizationsAmt |
| All Other Contributions | $18,157,985 | AllOtherContributionsAmt |
| Noncash Contributions | $147,752 | NoncashContributionsAmt |
| Total Contributions | $19,881,875 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Student & Public Support | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,636 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,636 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,275,084 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$292,477 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,567,561 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $864 | TotalRevenueColumnAmt |
| Exclusion | $864 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,659,936 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,734,179 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,925,757 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,925,757 | TotalRevenueColumnAmt |
| Exclusion | $6,925,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $90,262 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,583 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $127,568 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,306 | TotalRevenueColumnAmt |
| Exclusion | -$37,306 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,048,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$292,477 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,456,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,949,157 | TotalAmt |
| Program Services | $8,949,157 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,655,332 | TotalAmt |
| Program Services | $3,655,332 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,868 | TotalAmt |
| Management And General | $399,545 | ManagementAndGeneralAmt |
| Fundraising | $195,323 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551,836 | TotalAmt |
| Program Services | $25,110 | ProgramServicesAmt |
| Management And General | $911,686 | ManagementAndGeneralAmt |
| Fundraising | $615,040 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,863 | TotalAmt |
| Program Services | $2,336 | ProgramServicesAmt |
| Management And General | $146,318 | ManagementAndGeneralAmt |
| Fundraising | $74,209 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,829 | TotalAmt |
| Program Services | $4,798 | ProgramServicesAmt |
| Management And General | $300,583 | ManagementAndGeneralAmt |
| Fundraising | $152,448 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,354 | TotalAmt |
| Program Services | $308 | ProgramServicesAmt |
| Management And General | $19,272 | ManagementAndGeneralAmt |
| Fundraising | $9,774 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,981 | TotalAmt |
| Management And General | $7,981 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,645 | TotalAmt |
| Management And General | $55,645 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,615 | TotalAmt |
| Fundraising | $696,615 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,827 | TotalAmt |
| Management And General | $1,150,827 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,674 | TotalAmt |
| Management And General | $106,794 | ManagementAndGeneralAmt |
| Fundraising | $14,880 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481 | TotalAmt |
| Fundraising | $481 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,935 | TotalAmt |
| Management And General | $29,019 | ManagementAndGeneralAmt |
| Fundraising | $14,916 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,439 | TotalAmt |
| Program Services | $55,269 | ProgramServicesAmt |
| Management And General | $137,729 | ManagementAndGeneralAmt |
| Fundraising | $166,441 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,057 | TotalAmt |
| Management And General | $114,057 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,375 | TotalAmt |
| Management And General | $14,266 | ManagementAndGeneralAmt |
| Fundraising | $18,109 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,702 | TotalAmt |
| Management And General | $13,128 | ManagementAndGeneralAmt |
| Fundraising | $32,574 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,829 | TotalAmt |
| Management And General | $7,829 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Fundraising Expenses | $50,190 | $50,190 | |
| NEC Operating Expenses | $42,259 | $3,980 | $38,279 |
| Uncollectable Pledge Expense | $41,878 | $41,878 | |
| Membership Dues & Subscription | $30,633 | $15,595 | $15,038 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,369 | TotalAmt |
| Management And General | $9,369 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,272,128 | TotalAmt |
| Program Services | $12,692,310 | ProgramServicesAmt |
| Management And General | $3,519,243 | ManagementAndGeneralAmt |
| Fundraising | $2,060,575 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,770 | BOYAmt |
| EOY | $6,923,304 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,274,426 | BOYAmt |
| EOY | $9,953,653 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,984 | BOYAmt |
| EOY | $133,982 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,631 | BOYAmt |
| EOY | $117,654 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,934,916 | BOYAmt |
| EOY | $126,323,631 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,041,097 | BOYAmt |
| EOY | $288,125,683 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,667 | BOYAmt |
| EOY | $1,518,821 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,185 | BOYAmt |
| EOY | $323,440 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,215,676 | BOYAmt |
| EOY | $433,420,168 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,257 | BOYAmt |
| EOY | $22,788 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,810,539 | BOYAmt |
| EOY | $6,184,617 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $133,574 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,244,162 | BOYAmt |
| EOY | $145,509,940 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,356,958 | BOYAmt |
| EOY | $151,850,919 | 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 | $26,922,113 | BOYAmt |
| EOY | $28,000,792 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,936,605 | BOYAmt |
| EOY | $253,568,457 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,858,718 | BOYAmt |
| EOY | $281,569,249 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,215,676 | BOYAmt |
| EOY | $433,420,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,776,782 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,981,846 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$84,405 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,604,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,948,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,657,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,396,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,202,271 | CurrentTaxYearAmt |
| Total | $93,808,766 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,392 | CurrentTaxYearAmt |
| Total | $175,461 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,639,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,988,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,696,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,427,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,232,663 | CurrentTaxYearAmt |
| Total | $93,984,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $93,984,227 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,629,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,004,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,143,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,221,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,567,561 | CurrentTaxYearAmt |
| Total | $11,566,607 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $116,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$324,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$292,477 | CurrentTaxYearAmt |
| Total | -$298,849 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $105,251,985 | TotalSupportAmt |
| Public Support CY170 | 0.89290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77100 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,121,301 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,121,301 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $210,142,743 | BeginningYearBalanceAmt |
| Contributions | $6,720,021 | ContributionsAmt |
| Investment Earnings Or Losses | $2,882,061 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,778,762 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,692,799 | AdministrativeExpensesAmt |
| End Year Balance | $211,273,264 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $197,664,211 | BeginningYearBalanceAmt |
| Contributions | $9,904,621 | ContributionsAmt |
| Investment Earnings Or Losses | $11,011,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,556,327 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,881,728 | AdministrativeExpensesAmt |
| End Year Balance | $210,142,743 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,912,041 | BeginningYearBalanceAmt |
| Contributions | $4,201,823 | ContributionsAmt |
| Investment Earnings Or Losses | $14,551,495 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,315,428 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,685,720 | AdministrativeExpensesAmt |
| End Year Balance | $197,664,211 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $157,164,851 | BeginningYearBalanceAmt |
| Contributions | $14,224,864 | ContributionsAmt |
| Investment Earnings Or Losses | $22,742,776 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,613,949 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,606,504 | AdministrativeExpensesAmt |
| End Year Balance | $186,912,041 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $170,798,533 | BeginningYearBalanceAmt |
| Contributions | $2,342,193 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,568,377 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,720,992 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,686,506 | AdministrativeExpensesAmt |
| End Year Balance | $157,164,851 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Total Book Value Securities | $288,125,683 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Student Investment Fund | Desc |
| Book Value | $1,518,821 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to LGTF | $144,283,797 |
| Split Interest Obligations | $226,143 |
| Term Endowment Liab | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $145,509,940 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,831,832 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,981,846 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$84,405 | OtherRevenueAmt |
| Revenue Not Reported | -$4,066,251 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,898,083 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,150,827 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,150,827 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,048,910 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,121,301 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $17,121,301 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,150,827 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,150,827 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,272,128 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | Earnings on endowments are used to support the University of Alaska as specified by our donors including, but not limited to, scholarships, fellowships, professorships and department support. The University of Alaska and the foundation are invested jointly in the University of Alaska Foundation Consolidated Endowment Fund, LP. As of 6/30/20, the University of Alaska's Land Grant Trust Fund accounted for approximately 40% of total endowment assets. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|
| Ruffalo Noel Levitz LLC | |||||||
| 1025 Kirkwood Parkway SW | Cedar Rapids | IA | 52404 | false | $485,327 | $409,302 | $76,025 |
| Donor Relations Guru | |||||||
| 808 Hawthorne Ln 451 | Charlotte | NC | 28204 | false | $136,000 | ||
| G-Hub Inc | |||||||
| 3143 E Hampshire Ave | Milwaukee | WI | 53211 | false | $46,926 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $485,327 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $592,228 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $76,025 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Blue & Gold Gala | Event1Nm |
| Gross Receipts Event1 | $126,735 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $59,078 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,657 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,510 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,559 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,042 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $63,380 | OtherDirectExpensesEvent1Amt |
| Event2 | CITC Culinary Arts Scholarhip Auction | Event2Nm |
| Gross Receipts Event2 | $14,320 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,020 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,300 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $286 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,223 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $21,790 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,485 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $17,305 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $60 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,410 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,276 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,602 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,220 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $162,845 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $72,583 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $90,262 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $60 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,920 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $31,121 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,644 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $67,823 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $127,568 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,306 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Alaska | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755000 | AddressLine1Txt |
| City | Fairbanks | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99775 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 926000147 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $8,913,408 | CashGrantAmt |
| Non Cash Assistance | $35,749 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Airline vouchers & fundraising exp | NonCashAssistanceDesc |
| Purpose Of Grant | Program & Other Support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Aid | GrantTypeTxt |
| Recipient | 1400 | RecipientCnt |
| Cash Grant | $3,655,332 | CashGrantAmt |
| Valuation Method Used | Book value | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Part I, Line 2: All grants & assistance payments to the university are required to include appropriate documentation providing details of expenditures, including authorized signature authority. All scholarship requests are reviewed against the eligibility criteria. Part III, column (b): Approximate number of FY20 student aid recepients based on the foundation's scholarship tracking system. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|
| Cathy Sandeen | ||||
| Director | $310,938 | $36,813 | $15,170 | $362,921 |
| Dan White | ||||
| Director | $309,937 | $42,413 | $26,960 | $379,310 |
| David Woodley | ||||
| Dir Data Services | $113,423 | $3,213 | $43,467 | $160,103 |
| Emily Drygas | ||||
| Dir Principal Gift | $122,004 | $3,213 | $33,499 | $158,716 |
| Jim Johnsen | ||||
| Director | $330,762 | $42,413 | $24,497 | $397,672 |
| Megan Riebe | ||||
| Ass VP Development | $143,935 | $20,786 | $17,410 | $182,131 |
| Rick Caulfield | ||||
| Director | $153,864 | $65,823 | $219,687 | |
| Stan Mishin | ||||
| Dir of Finance | $128,450 | $19,653 | $28,598 | $176,701 |
| Susan Foley | ||||
| President | $203,690 | $27,795 | $12,166 | $243,651 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,463 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Quotes | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Fundraisers | 5 | $7,809 | FMV |
| Yes (X) | Airline Voucher | 48 | $30,480 | Ticket Price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee | The executive committee consists of no more than six members, who are also members of the governing body. The committee acts only during intervals between meetings of the board of directors and may exercise all of authority and powers of the board of directors in the management of the affairs of the foundation, with the exception that they may not amend the bylaws. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is prepared by the foundation's director of finance, who presents the draft return to the finance & audit committee of the board for review before filing it with the IRS. The review includes a presentation by the director of finance highlighting key sections of the return and any material changes from the prior year. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The foundation's compensation system is administered by the University of Alaska's human resources department in accordance with the university's salary administration policies. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Same as Line 15a above. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The foundation's governing documents, key policies, and audited financial statements are posted on the organization's website at www.alaska.edu/foundation |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Actuarial Adjustment of Remainder Trust Obligations = -$84405 |
| Part I Line 15 / Part IX Functional Expense Reporting: | The reporting of compensation in the form 990 reflects the amounts paid to the University of Alaska for compensation, benefits and related costs of foundation staff who are employees of the university. The reimbursements are reported as salaries, benefits and payroll taxes of the foundation within the form 990, since the foundation directly reimburses the university for these expenses. |
| Part IX- Compensation Reporting: | Foundation staff are all employees of the University of Alaska. The foundation reimburses the university for all compensation and related expenses. For the purpose of the functional expense reporting, amounts paid to the university for salaries, pension plan contributions, other employee benefits, payroll taxes are included in their natural line categories |
| Part V, Line 2A - Reporting of Employees on Form W-3: | The University of Alaska pays employees and files Form W-3 on behalf of the foundation. |
| Part VI, Section B, Line 12C - Conflict Of Interest Policy Monitoring | The foundation has a conflict of interest policy which applies to board members, committees, officers, employees, and volunteers having board delegated powers. This policy is distributed annually and each recipient reviews the policy, signs it and returns it to the board coordinator indicating either no conflicts or disclosing any existing or foreseeable conflicts. Any disclosures are then forwarded to the executive committee for review and action. If a conflict is disclosed in a meeting, the nature of the potential conflict, the determination by the board or committee, and details of any notes taken are documented in the minutes of the meeting. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Alaska | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 756540 | AddressLine1Txt |
| City | Fairbanks | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99775 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 926000147 | EIN |
| Primary Activities | Education through Teaching and Research | PrimaryActivitiesTxt |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UAFCEF LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462876772 | EIN |
| Primary Activities | Investment Management | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Investment | PredominantIncomeTypeTxt |
| Share Of Total Income | $27,769,058 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $383,674,695 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | -$292,015 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.99990 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| University of Alaska | ||
| b | $12,604,489 | Book Value |
| University of Alaska | ||
| c | $660,000 | Book Value |
| University of Alaska | ||
| k | $113,796 | Book Value |
| University of Alaska | ||
| o | $2,856,748 | Book Value |
| University of Alaska | ||
| p | $976,995 | Book Value |
| University of Alaska | ||
| q | $274,325 | Book Value |
| UAFCEF LP | ||
| b | $9,000,333 | Book Value |
| UAFCEF LP | ||
| c | $21,431,468 | Book Value |
| UAFCEF LP | ||
| q | $1,848,840 | Book Value |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | The University of Alaska does not meet the definition of a 'related organization' for required reporting on form 990, schedule R. Although the university is supported by the University of Alaska Foundation, the foundation is a public charity under section 170(B)(1)(A)(VI) rather than under section 509(a)(3). The University of Alaska Foundation is voluntarily reporting data in Part VII and schedule R as though there were a 509(a)(3) supporting/supported relationship in place with the university, because management believes that donors and other readers of the form 990 have an expectation for this information to be included. | ExplanationTxt |
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