NORTHWEST FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST FOUNDATION INC (EIN 23-7165025)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-04
- IRS object ID
- 202143089349302614
- Schema version
- 2020v4.1
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T12:41:06-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 FELIX STREET | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | 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 | 237165025 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 6605621248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 UNIVERSITY DRIVE | AddressLine1Txt |
| City | MARYVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64468 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI STEINER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6605621248 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORI | PersonFirstNm |
| Person Last | STEINER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD RAY | PreparerPersonNm |
| PTIN | P01248589 | PTIN |
| Phone | 8162328441 | PhoneNum |
| Preparation | 2021-11-04 | 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 | LORI STEINER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 UNIVERSITY DRIVE | AddressLine1Txt |
| City | MARYVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,305,656 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NWMISSOURI.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPS AND STEWARDS PHILATHROPIC RESOURCES FOR THE BENEFIT OF NWMSU AND IT'S STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | -$3,244 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,328,371 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,551,486 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,418 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $725 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,619,131 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,807,643 | CYInvestmentIncomeAmt |
| PY Other Revenue | $71,359 | PYOtherRevenueAmt |
| CY Other Revenue | $41,979 | CYOtherRevenueAmt |
| PY Total Revenue | $6,028,279 | PYTotalRevenueAmt |
| CY Total Revenue | $8,401,833 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,610,389 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,752,070 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $214,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $219,527 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $223,082 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,148,795 | PYOtherExpensesAmt |
| CY Other Expenses | $1,073,488 | CYOtherExpensesAmt |
| PY Total Expenses | $4,973,780 | PYTotalExpensesAmt |
| CY Total Expenses | $10,045,085 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,054,499 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,643,252 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,830,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,390,542 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,613,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,764,086 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,216,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,626,456 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE NORTHWEST FOUNDATION, INC DEVELOPS AND STEWARDS PHILANTHROPIC RESOURCES FOR THE BENEFIT OF NORTHWEST MISSSOURI STATE UNIVERSITY (NWMSU) AND ITS STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,552,596 | ExpenseAmt |
| Grant | $7,552,596 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDES SUPPORT FOR NORTHWEST MISSOURI STATE UNIVERSITY PROGRAMS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,199,474 | ExpenseAmt |
| Grant | $1,199,474 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDES FUNDING OF SCHOLARSHIPS FOR NORTHWEST MISSOURI STATE UNIVERSITY STUDENTS. THERE WERE 1,483 SCHOLARSHIPS AWARDED DURING THE YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $549,808 | ExpenseAmt |
| Revenue | $725 | RevenueAmt |
| Desc | PROVIDES SUPPORT FOR DEPARTMENTS OF THE UNIVERSITY AND SERVES AUXILIARY FUNDS INCLUDING THE ATHLETIC DEPARTMENT AND COMMUNICATIONS DEPARTMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,301,878 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | 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 | MI | 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 | NY | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| 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 | LORI STEINER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6605621248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 UNIVERSITY DRIVE | AddressLine1Txt |
| City | MARYVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64468 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JENNIFER NICHOLSON | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT BURRELL | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN CLINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL HUGHES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE HENNINGSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY PURDY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA MOSKOW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR CAROL SPRADLING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC GEIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DAVID HOLMES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM OELLERMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS SANCHEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS SAPP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN SCRIBNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BARMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEISHA BARRY | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY HULTQUIST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REX BROD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY FRENCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONDEE LUTTERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SEANN O'RILEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED PLACE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER SEALS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN TUCKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY FERGUSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DELL EPPERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL PETERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOYCE PIVERAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DUSTIN WASSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DERRICK GRIFFIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA MCDERMOTT MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BROCK PFOST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GINA SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COREY STRIDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR GARY TUNELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI STEINER | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $112,686 | $0 | $39,258 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $112,686 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,258 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $264,737 | FundraisingAmt |
| All Other Contributions | $6,286,749 | AllOtherContributionsAmt |
| Noncash Contributions | $449,025 | NoncashContributionsAmt |
| Total Contributions | $6,551,486 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $725 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $725 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $725 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $766,210 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,244 | UnrelatedBusinessRevenueAmt |
| Exclusion | $769,454 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,314 | TotalRevenueColumnAmt |
| Exclusion | $8,314 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,118 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,768 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,650 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,650 | TotalRevenueColumnAmt |
| Exclusion | -$1,650 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,370,913 | SecuritiesAmt |
| Other | $423,279 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,327,759 | SecuritiesAmt |
| Other | $425,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,043,154 | SecuritiesAmt |
| Other | -$1,721 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,041,433 | TotalRevenueColumnAmt |
| Exclusion | $1,041,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $137,044 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $264,737 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $110,296 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,748 | TotalRevenueColumnAmt |
| Exclusion | $26,748 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,567 | TotalRevenueColumnAmt |
| Exclusion | $8,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,567 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,401,833 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $725 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,244 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,852,866 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,752,070 | TotalAmt |
| Program Services | $8,752,070 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,827 | TotalAmt |
| Management And General | $146,827 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,015 | TotalAmt |
| Program Services | $8,403 | ProgramServicesAmt |
| Management And General | $33,612 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,851 | TotalAmt |
| Program Services | $3,770 | ProgramServicesAmt |
| Management And General | $15,081 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,834 | TotalAmt |
| Program Services | $643 | ProgramServicesAmt |
| Management And General | $11,191 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,356 | TotalAmt |
| Management And General | $20,356 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,441 | TotalAmt |
| Management And General | $34,441 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,084 | TotalAmt |
| Program Services | $51,084 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,042 | TotalAmt |
| Management And General | $134,042 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,426 | TotalAmt |
| Management And General | $4,426 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,145 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
| Fundraising | $14,645 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,249 | TotalAmt |
| Program Services | $234 | ProgramServicesAmt |
| Management And General | $7,664 | ManagementAndGeneralAmt |
| Fundraising | $43,351 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,534 | TotalAmt |
| Program Services | $16,386 | ProgramServicesAmt |
| Management And General | $13,450 | ManagementAndGeneralAmt |
| Fundraising | $52,698 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,469 | TotalAmt |
| Program Services | $39,384 | ProgramServicesAmt |
| Management And General | $3,832 | ManagementAndGeneralAmt |
| Fundraising | $26,253 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,886 | TotalAmt |
| Program Services | $3,695 | ProgramServicesAmt |
| Management And General | $24,096 | ManagementAndGeneralAmt |
| Fundraising | $28,095 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,482 | TotalAmt |
| Program Services | $185,482 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,727 | TotalAmt |
| Program Services | $13,519 | ProgramServicesAmt |
| Management And General | $12,343 | ManagementAndGeneralAmt |
| Fundraising | $23,865 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,834 | TotalAmt |
| Program Services | $5,894 | ProgramServicesAmt |
| Management And General | $5,994 | ManagementAndGeneralAmt |
| Fundraising | $33,946 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BOND FEES | $103,792 | $103,792 | |
| ALUMNI MAGAZINE | $96,895 | $96,895 | |
| MERCHANT FEES | $25,013 | $25,013 | |
| MEMBERSHIP | $8,905 | $8,905 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,208 | TotalAmt |
| Program Services | $15,127 | ProgramServicesAmt |
| Management And General | $18,852 | ManagementAndGeneralAmt |
| Fundraising | $229 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,045,085 | TotalAmt |
| Program Services | $9,301,878 | ProgramServicesAmt |
| Management And General | $520,125 | ManagementAndGeneralAmt |
| Fundraising | $223,082 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,154 | BOYAmt |
| EOY | $274,786 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,048,484 | BOYAmt |
| EOY | $1,471,869 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,084,436 | BOYAmt |
| EOY | $5,974,838 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,951,365 | BOYAmt |
| EOY | $3,544,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,566,153 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $748,324 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,578 | BOYAmt |
| EOY | $1,817,829 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,513,717 | BOYAmt |
| EOY | $21,326,904 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,988,202 | BOYAmt |
| EOY | $23,948,352 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,570,172 | BOYAmt |
| EOY | $3,031,515 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,830,108 | BOYAmt |
| EOY | $61,390,542 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,875 | BOYAmt |
| EOY | $133,147 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,500 | BOYAmt |
| EOY | $38,650 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,985,000 | BOYAmt |
| EOY | $5,390,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,537 | BOYAmt |
| EOY | $87,484 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,359,278 | BOYAmt |
| EOY | $1,114,805 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,613,190 | BOYAmt |
| EOY | $6,764,086 | 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 | $3,747,754 | BOYAmt |
| EOY | $5,954,933 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,469,164 | BOYAmt |
| EOY | $48,671,523 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,216,918 | BOYAmt |
| EOY | $54,626,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,830,108 | BOYAmt |
| EOY | $61,390,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,643,252 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,520,473 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $532,317 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,804,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,884,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,868,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,328,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,551,486 | CurrentTaxYearAmt |
| Total | $32,438,088 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,804,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,884,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,868,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,328,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,551,486 | CurrentTaxYearAmt |
| Total | $32,438,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,213,208 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,224,880 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $879,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $981,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,030,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $844,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,805 | CurrentTaxYearAmt |
| Total | $4,547,086 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,504 | CurrentTaxYearAmt |
| Total | $311,852 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $889,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,567 | CurrentTaxYearAmt |
| Total | $1,009,550 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,306,576 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $87,338 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 338,384. 2017 AMOUNT: $ 56,116. 2018 AMOUNT: $ 39,086. 2019 AMOUNT: $ 16,358. 2020 AMOUNT: $ 8,567. MANAGEMENT FEES - 2016 AMOUNT: $ 551,039. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,084 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,084 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,994,001 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,045,085 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $652,254 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $163,064 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $436,135 | CurrentYearMinus3Amt |
| Current Year Minus2 | $410,814 | CurrentYearMinus2Amt |
| Current Year Minus1 | $398,689 | CurrentYearMinus1Amt |
| Current Year | $652,254 | CurrentYearAmt |
| Total | $1,897,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,846,838 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $46,548 | CurrentYearMinus3Amt |
| Current Year Minus2 | $46,548 | CurrentYearMinus2Amt |
| Current Year Minus1 | $51,084 | CurrentYearMinus1Amt |
| Current Year | $51,084 | CurrentYearAmt |
| Total | $195,264 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109,034 | CurrentYearMinus3Amt |
| Current Year Minus2 | $102,704 | CurrentYearMinus2Amt |
| Current Year Minus1 | $99,672 | CurrentYearMinus1Amt |
| Current Year | $163,064 | CurrentYearAmt |
| Total | $474,474 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $711,711 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $144,450 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,339,139 | BeginningYearBalanceAmt |
| Contributions | $1,249,751 | ContributionsAmt |
| Investment Earnings Or Losses | $5,962,330 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $877,624 | GrantsOrScholarshipsAmt |
| Other Expenditures | $421 | OtherExpendituresAmt |
| Administrative Expenses | $490,647 | AdministrativeExpensesAmt |
| End Year Balance | $33,182,528 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,879,054 | BeginningYearBalanceAmt |
| Contributions | $1,333,066 | ContributionsAmt |
| Investment Earnings Or Losses | $445,068 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $816,572 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,475 | OtherExpendituresAmt |
| Administrative Expenses | $500,002 | AdministrativeExpensesAmt |
| End Year Balance | $27,339,139 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,787,491 | BeginningYearBalanceAmt |
| Contributions | $918,821 | ContributionsAmt |
| Investment Earnings Or Losses | $1,375,095 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $698,743 | GrantsOrScholarshipsAmt |
| Other Expenditures | $54,968 | OtherExpendituresAmt |
| Administrative Expenses | $448,642 | AdministrativeExpensesAmt |
| End Year Balance | $26,879,054 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,770,912 | BeginningYearBalanceAmt |
| Contributions | $321,265 | ContributionsAmt |
| Investment Earnings Or Losses | $1,940,854 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $674,298 | GrantsOrScholarshipsAmt |
| Other Expenditures | $81,711 | OtherExpendituresAmt |
| Administrative Expenses | $489,531 | AdministrativeExpensesAmt |
| End Year Balance | $25,787,491 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,510,496 | BeginningYearBalanceAmt |
| Contributions | $1,578,188 | ContributionsAmt |
| Investment Earnings Or Losses | $2,639,462 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $834,768 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$313,790 | OtherExpendituresAmt |
| Administrative Expenses | $436,256 | AdministrativeExpensesAmt |
| End Year Balance | $24,770,912 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.77660 | 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 | $267,000 | OtherCostOrOtherBasisAmt |
| Book Value | $267,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,131,486 | OtherCostOrOtherBasisAmt |
| Depreciation | $725,107 | DepreciationAmt |
| Book Value | $1,406,379 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,217 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,450 | OtherCostOrOtherBasisAmt |
| Book Value | $144,450 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,817,829 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SALIENT MLP TOTAL RETURN | $1,232,575 | F |
| THIRTEEN PARTNERS OFFSHORE | $1,774,353 | F |
| COMMON FUND MULTI-STRATEGY EQUITY | $11,547,082 | F |
| IRONWOOD INTERNATIONAL | $1,991,941 | F |
| COMMONFUND MULTI-STRATEGY BOND | $4,058,283 | F |
| COMMON FUND GLOBAL PRIVATE EQUITY PARTNERS 2014 | $1,167,748 | F |
| LEGACY VENTURE IX | $787,706 | F |
| GOLUB CAPITAL PARTNERS 10 | $875,000 | F |
| GOLUB CAPITAL PARTNERS 11 | $437,500 | F |
| LEGACY VENTURE X | $76,164 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,948,352 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY CONTRACTS | $835,113 |
| PRESENT VALUE OF INTEREST RATE SWAP | $279,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,114,805 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,502,645 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,520,473 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $31,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $532,317 | OtherRevenueAmt |
| Revenue Not Reported | $8,083,790 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,418,855 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $134,042 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$151,064 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$17,022 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,401,833 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,093,107 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $31,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $151,064 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $182,064 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,911,043 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $134,042 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $134,042 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,045,085 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | AGATE COLLECTION HOUSED IN GEOLOGY DEPARTMENT WHERE IT IS AVAILABLE FOR PUBLIC VIEWING AND ASSISTS IN THE EDUCATION OF GEOLOGY COURSES. ZOOLOGICAL SPECIMENS AND A MASTODON SKULL IS HOUSED IN THE WARREN AND RITA SHUCK MUSEUM OF LIFE SCIENCES WHERE IT IS AVAILABLE FOR PUBLIC VIEWING AND ASSISTS IN THE EDUCATION OF VARIOUS BIOLOGY AND ZOOLOGY COURSES. CRYSTAL TROPHIES ARE HOUSED IN THE ATHLETIC DEPARTMENT WHERE THEY ARE AVAILABLE FOR PUBLIC VIEWING. |
| PART IV, LINE 2B: | THE FOUNDATION HOLDS FUNDS IN A CUSTODIAL CAPACITY FOR THE NORTHWEST BOOSTER CLUB, AN ORGANIZATION SEPARATE FROM THE FOUNDATION. |
| PART V, LINE 4: | INVESTMENT EARNINGS ON ENDOWED FUNDS ARE USED FOR SCHOLARSHIPS, UNIVERSITY SUPPORT AND UNIVERSITY PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. THE FOUNDATION FOLLOWS THE STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED NO LIABILITY SHOULD BE RECORDED FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PRESENT VALUE OF INTEREST RATE SWAP 149,306. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 351,055. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 22,864. CHANGE IN VALUE OF ANNUITY LIABILITIES 9,092. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -40,768. FUNDRAISING EXPENSE -110,296. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 40,768. FUNDRAISING EXPENSE 110,296. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $401,781 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $264,737 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $137,044 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $12,473 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $24,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,214 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $61,209 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $401,781 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $264,737 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $137,044 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $12,473 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,214 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $61,209 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $110,296 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $26,748 | NetIncomeSummaryAmt |
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 | NORTHWEST MISSOURI STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 UNIVERSITY DRIVE | AddressLine1Txt |
| City | MARYVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 446000301 | RecipientEIN |
| IRC Section | GOV | IRCSectionDesc |
| Cash Grant | $8,752,070 | CashGrantAmt |
| Purpose Of Grant | $1,355,908 - HUGHES FIELDHOUSE CONTRUCTION; $3,970,000 - AGRICULTURAL LEARNING CENTER; $1,165,000 - FOOTBALL LOCKER ROOM; $1,061,688 - SUPPORT FOR NWMSU PROGRAMS; $1,199,474 - SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL CHECK REQUESTS MUST HAVE THE SIGNATURE OF A FUND CUSTODIAN BEFORE THEY WILL BE ISSUED. THE FOUNDATION REQUESTS INVOICE SUPPORT AND DETAIL OF INDIVIUDAL EXPENDITURES BEFORE MAKING PAYMENT FOR REIMBURSEMENT REQUESTS. THE FOUNDATION CFO ATTENDS FACILITY MEETINGS CONDUCTED BY THE UNIVERSITY TO STAY INFORMED ON BUILDING PROJECT COSTS TO ENSURE THAT REMITTANCES OF DONOR PLEDGES FOR CAPITAL PROJECTS DO NOT EXCEED PROJECT COSTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI STEINER | PersonNm |
| Title | CHIEF FINANCIAL OFFICER | TitleTxt |
| Base Compensation Filing Org | $112,686 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $25,157 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,101 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $151,944 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NODAWAY COUNTY INDUSTRIAL DEVELOPMENT BOARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521313729 | BondIssuerEIN |
| CUSIP | 655223AB1 | CUSIPNum |
| Bond Issued | 2008-10-16 | BondIssuedDt |
| Issue Price | $7,675,000 | IssuePriceAmt |
| Purpose | EDUCATIONAL FACILITIES ON NORTHWEST MISSOURI STATE UNVERSITY CAMPUS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,860,000 | RetiredAmt |
| Total Proceeds | $7,677,078 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $134,439 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $30,000 | CreditEnhancementAmt |
| Capital Expenditures | $7,502,055 | CapitalExpendituresAmt |
| Other Spent Proceeds | $10,584 | OtherSpentProceedsAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 2.500000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NODAWAY COUNTY INDUSTRIAL DEVELOPMENT BOARD DATE THE REBATE COMPUTATION WAS PERFORMED: 10/01/2012 |
| SCH K, PART II, LINE 3 | TOTAL PROCEEDS OF ISSUE ALSO INCLUDES $2,078 OF INTEREST EARNINGS ON THE PROCEEDS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $402,179 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 3 | $28,022 | ESTIMATED MARKET VAL |
| Yes (X) | RECYCLING PAPER AND WOOD PRODUCTS | 3 | $18,824 | ESTIMATED MARKET VAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2: | ALL W-2S AND OTHER PAYROLL TAX FILINGS FOR THE FOUNDATION ARE REMITTED BY NWMSU UNDER THEIR EIN: 44-600301. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD PRESIDENT, VICE PRESIDENT, IMMEDIATE PAST PRESIDENT, STANDING COMMITTEE CHAIRS, AND UP TO TWO PRESIDENT APPOINTED 'AT-LARGE' MEMBERS. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE BOARD. ALL ACTIONS OF THE EXECUTIVE COMMITTEE WILL BE FOLLOWED UP BY SUBSEQUENT BOARD APPROVAL. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE NORTHWEST ALUMNI ASSOCIATION MEETS THE IRS DEFINITION OF MEMBER FOR PURPOSES OF THIS QUESTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | IT IS REQUIRED BY THE BYLAWS THAT THE PRESIDENT OF THE NORTHWEST ALUMNI ASSOCIATION BE A VOTING MEMBER OF NORTHWEST FOUNDATION, INC.'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, AND THEN AT LEAST 10 DAYS PRIOR TO THE DUE DATE, A DRAFT IS PRESENTED TO THE BOARD, EITHER IN PERSON AT THEIR OCTOBER MEETING, OR VIA EMAIL DISTRIBUTION BY THE FINANCE OFFICER. TIME IS ALLOWED FOR BOARD MEMBERS TO SUBMIT COMMENTS OR QUESTIONS BEFORE FINAL FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION STAFF SHALL PROVIDE EACH MEMBER OF THE BOARD AND OF EACH COMMITTEE, SUBCOMMITTEE AND COUNCIL A COPY OF THE CONFLICT OF INTEREST POLICY STATEMENT FOR SIGNATURE PRIOR TO OR AT THE FIRST MEETING OF THE YEAR OF THE BOARD OR OF ANY COMMITTEE, SUBCOMMITTEE OR COUNCIL. ANY MEMBER OF THE BOARD OR OF A COMMITTEE, SUBCOMMITTEE OR COUNCIL WHO REFUSES OR FAILS TO SIGN SUCH A STATEMENT SHALL BE PROHIBITED FROM PARTICIPATING IN DISCUSSION OR ACTION BY THE BOARD OR ANY COMMITTEE, SUBCOMMITTEE OR COUNCIL UNTIL SUCH STATEMENT IS SIGNED. MEMBERS OF THE BOARD OF DIRECTORS ARE OBLIGATED TO SELF-REPORT ANY CONFLICT OR POTENTIAL CONFLICT THE BOARD PRESIDENT AND ANY APPLICABLE COMMITTEE CHAIRPERSON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS; PROVIDED, HOWEVER, IF THE INTERESTED PERSON BELIEVES A CONFLICT OF INTEREST EXISTS, THE BOARD OR COMMITTEE SHALL BE GUIDED BY THE BELIEF OF THE INTERESTED PERSON IN REACHING ITS DECISION. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST, THE INDIVIDUAL IN CONFLICT MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULT IN THE CONFLICT OF INTEREST. ANNUAL REVIEWS OF ALL TRANSACTIONS WITH INTERESTED PERSONS SHALL BE CONDUCTED. A REPORT OF SUCH ANNUAL REVIEW SHALL BE MADE TO THE BOARD AND REFLECTED IN THE MINUTES OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | ALL STAFF MEMBERS OF NORTHWEST FOUNDATION, INC. ARE COMPENSATED AS EMPLOYEES OF NORTHWEST MISSOURI STATE UNIVERSITY IN THE OFFICE OF UNIVERSITY ADVANCEMENT. THE FOUNDATION DOES NOT HAVE EMPLOYEES OF ITS OWN. THE UNIVERSITY SETS COMPENSATION BASED ON A MARKET EVALUATION BY CUPA AND EMPLOYEE'S SALARIES FALL IN THE RANGE OF 85% TO 115% OF THE CUPA MARKET AVERAGES. THE FOUNDATION BOARD REVIEWS AND APPROVES THE SALARY CHANGE YEARLY. THIS WAS LAST COMPLETED IN 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST VIA E-MAIL, FAX, OR REGULAR MAIL. IN ADDITION, THE FINANCIAL STATEMENTS ARE POSTED ON WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PRESENT VALUE OF INTEREST RATE SWAP 149,306. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 351,055. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 22,864. CHANGE IN VALUE OF ANNUITY LIABILITIES 9,092. |
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