UNIVERSITY OF ALASKA FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ALASKA FOUNDATION (EIN 23-7394620)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-11
- IRS object ID
- 202001329349301210
- Schema version
- 2018v3.1
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T08:47:26-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 NO 123 | AddressLine1Txt |
| City | FAIRBANKS | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 997755080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STAN MISHIN | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 9074508030 | PhoneNum |
| Signature | 2020-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2020-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-09 | IPDt |
| IP Tm | 17:52:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D96076016A1D85786C0DD27C05D232F375DC2AFE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3248A6B659E87D482384C49F03B8D3F5693FBE55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SUSAN FOLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755080 NO 123 | AddressLine1Txt |
| City | FAIRBANKS | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 997755080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,348,552 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | -$324,306 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,880,363 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,396,753 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,595 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,282 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,221,299 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,411,794 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,962 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,309 | CYOtherRevenueAmt |
| PY Total Revenue | $23,110,219 | PYTotalRevenueAmt |
| CY Total Revenue | $28,807,520 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,857,211 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,513,910 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,492,422 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,515,317 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $500,504 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $420,383 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,780,006 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $654,228 | PYOtherExpensesAmt |
| CY Other Expenses | $2,127,944 | CYOtherExpensesAmt |
| PY Total Expenses | $20,504,365 | PYTotalExpensesAmt |
| CY Total Expenses | $22,577,554 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,605,854 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,229,966 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $410,291,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $427,215,676 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $151,157,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $153,356,958 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $259,134,395 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $273,858,718 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE UNIVERSITY OF ALASKA FOUNDATION IS TO SEEK, SECURE, AND STEWARD PHILANTHROPIC SUPPORT TO BUILD EXCELLENCE AT THE UNIVERSITY OF ALASKA (UA). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,095,771 | ExpenseAmt |
| Grant | $11,095,771 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ACADEMIC PROGRAM SUPPORT: THE FOUNDATION ACCEPTS, MANAGES AND ACTS AS TRUSTEE FOR ALL MONETARY GIFTS RECEIVED ON BEHALF OF THE UNIVERSITY OF ALASKA (UA). OVER 60% OF PROGRAM EXPENSES GO TO SUPPORT ACADEMIC SERVICES, FACILITIES & RELATED INFRASTRUCTURE ACROSS THE UA SYSTEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,537,149 | ExpenseAmt |
| Grant | $3,450,708 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| 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 OF THESE CRITERIA. IN FY19, THE FOUNDATION PROVIDED 1,328 SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,967,431 | ExpenseAmt |
| Grant | $2,967,431 | GrantAmt |
| Revenue | $5,282 | RevenueAmt |
| Desc | STUDENT & PUBLIC SUPPORT: THE FOUNDATION ADMINISTERS CHARITABLE GIFTS INTENDED BY DONORS TO ENHANCE STUDENT LIFE, COMMUNITY ENGAGEMENT, AND PUBLIC LEARNING. THESE INCLUDE UA 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 | $17,600,351 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 0 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAN MISHIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9074508030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755080 NO 123 | AddressLine1Txt |
| City | FAIRBANKS | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 997755080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SLIVKA ALEX | ||||||||
| CHAIR | 0.70 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARTLEDGE CYNTHIA | ||||||||
| VICE CHAIR | 0.70 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE LAURA | ||||||||
| TREASURER | 0.80 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLER CARY | ||||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDERSON SUSAN | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BUSTAD LEO | ||||||||
| DIRECTOR | 0.70 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BUZINSKI MICHAEL | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAUFIELD RICHARD | ||||||||
| DIRECTOR | 0.40 | 54.60 | Yes (X) | $0 | $219,015 | $65,386 | ||
| CAVANAUGH HEATHER | ||||||||
| DIRECTOR | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FARLEY JULEE | ||||||||
| DIRECTOR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FLETCHER TODD | ||||||||
| DIRECTOR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRYE LATOSHA | ||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GINGERICH SAM | ||||||||
| DIRECTOR | 0.10 | 54.90 | Yes (X) | $0 | $202,066 | $26,253 | ||
| GREIMANN TODD | ||||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HARGRAVES DARROLL | ||||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGHES MARY | ||||||||
| DIRECTOR | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HULBERT LINDA | ||||||||
| DIRECTOR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEPSEN SCOTT | ||||||||
| DIRECTOR | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHNSEN JIM | ||||||||
| DIRECTOR | 0.40 | 54.60 | Yes (X) | $0 | $380,318 | $65,845 | ||
| KOSTKA JIM | ||||||||
| DIRECTOR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MADSEN STEPHANIE | ||||||||
| DIRECTOR | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NORDALE MEGAN | ||||||||
| DIRECTOR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| OLIVER RHONDA | ||||||||
| DIRECTOR | 0.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROMANO MARILYN | ||||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDEEN CATHY | ||||||||
| DIRECTOR | 0.30 | 54.70 | Yes (X) | $0 | $95,729 | $13,823 | ||
| SCHRAGE JENNIFER | ||||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOWNS-BAIN ALEESHA | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WHITE DAN | ||||||||
| DIRECTOR | 0.40 | 54.60 | Yes (X) | $0 | $311,933 | $66,935 | ||
| FOLEY SUSAN | ||||||||
| PRESIDENT - OFFICER | 27.50 | 27.50 | Yes (X) | $0 | $198,244 | $38,822 | ||
| MISHIN STAN | ||||||||
| DIRECTOR OF FINANCE-OFFICER | 40.00 | 0.00 | Yes (X) | $0 | $128,499 | $45,775 | ||
| REIBE MEGAN | ||||||||
| EXECUTIVE DIRECTOR | 25.00 | 25.00 | $0 | $141,059 | $54,958 | Yes (X) | ||
| WOODLEY DAVID | ||||||||
| DIRECTOR OF INFORMATION SERVICES | 40.00 | 10.00 | $0 | $122,841 | $46,207 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,799,704 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $424,004 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | 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 | PERSONNEL/COMPENSATION | $2,544,627 |
| RUFFALO NOEL LEVITZ LLC | |||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | ANNUAL GIVING PROGRAM | $482,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $48,534 | MembershipDuesAmt |
| Fundraising | $183,798 | FundraisingAmt |
| Related Organizations | $1,738,314 | RelatedOrganizationsAmt |
| All Other Contributions | $20,426,107 | AllOtherContributionsAmt |
| Noncash Contributions | $416,321 | NoncashContributionsAmt |
| Total Contributions | $22,396,753 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT & PUBLIC SUPPORT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,282 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,282 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,897,124 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$324,306 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,221,430 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $838 | TotalRevenueColumnAmt |
| Exclusion | $838 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,959,670 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,445,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,514,670 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,514,670 | TotalRevenueColumnAmt |
| Exclusion | $3,514,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $88,885 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $183,798 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $96,032 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,147 | TotalRevenueColumnAmt |
| Exclusion | -$7,147 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,807,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,282 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$324,306 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,729,791 | 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 | $14,063,202 | TotalAmt |
| Program Services | $14,063,202 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,450,708 | TotalAmt |
| Program Services | $3,450,708 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,516 | TotalAmt |
| Management And General | $335,914 | ManagementAndGeneralAmt |
| Fundraising | $80,602 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,010 | TotalAmt |
| Program Services | $25,622 | ProgramServicesAmt |
| Management And General | $926,725 | ManagementAndGeneralAmt |
| Fundraising | $561,663 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,316 | TotalAmt |
| Program Services | $2,592 | ProgramServicesAmt |
| Management And General | $127,744 | ManagementAndGeneralAmt |
| Fundraising | $64,980 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,835 | TotalAmt |
| Program Services | $4,789 | ProgramServicesAmt |
| Management And General | $236,000 | ManagementAndGeneralAmt |
| Fundraising | $120,046 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,640 | TotalAmt |
| Program Services | $380 | ProgramServicesAmt |
| Management And General | $18,732 | ManagementAndGeneralAmt |
| Fundraising | $9,528 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,018 | TotalAmt |
| Fundraising | $6,018 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,307 | TotalAmt |
| Management And General | $32,307 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,383 | TotalAmt |
| Fundraising | $420,383 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,454 | TotalAmt |
| Management And General | $1,195,454 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,947 | TotalAmt |
| Management And General | $17,841 | ManagementAndGeneralAmt |
| Fundraising | $1,106 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,318 | TotalAmt |
| Fundraising | $17,318 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,636 | TotalAmt |
| Management And General | $35,276 | ManagementAndGeneralAmt |
| Fundraising | $9,360 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,732 | TotalAmt |
| Program Services | $53,058 | ProgramServicesAmt |
| Management And General | $30,212 | ManagementAndGeneralAmt |
| Fundraising | $142,462 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,890 | TotalAmt |
| Management And General | $94,890 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,905 | TotalAmt |
| Management And General | $53,761 | ManagementAndGeneralAmt |
| Fundraising | $16,144 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,405 | TotalAmt |
| Management And General | $44,551 | ManagementAndGeneralAmt |
| Fundraising | $26,854 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,869 | TotalAmt |
| Management And General | $7,869 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING EXPENSES | $184,617 | $184,617 | |
| MEMBERSHIP DUES & SUBSC | $23,652 | $9,758 | $13,894 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,194 | TotalAmt |
| Management And General | $26,027 | ManagementAndGeneralAmt |
| Fundraising | $109,167 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,577,554 | TotalAmt |
| Program Services | $17,600,351 | ProgramServicesAmt |
| Management And General | $3,197,197 | ManagementAndGeneralAmt |
| Fundraising | $1,780,006 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,756,720 | BOYAmt |
| EOY | $5,303,770 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374,189 | BOYAmt |
| EOY | $9,274,426 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,244 | BOYAmt |
| EOY | $73,984 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,558 | BOYAmt |
| EOY | $148,631 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,645,995 | BOYAmt |
| EOY | $177,934,916 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,499,789 | BOYAmt |
| EOY | $232,041,097 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,442,791 | BOYAmt |
| EOY | $1,549,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,481,541 | BOYAmt |
| EOY | $889,185 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,291,827 | BOYAmt |
| EOY | $427,215,676 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,637 | BOYAmt |
| EOY | $302,257 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,087,094 | BOYAmt |
| EOY | $3,810,539 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,720 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,311 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,383,670 | BOYAmt |
| EOY | $149,244,162 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,157,432 | BOYAmt |
| EOY | $153,356,958 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,587,474 | BOYAmt |
| EOY | $26,922,113 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,280,348 | BOYAmt |
| EOY | $121,159,899 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,266,573 | BOYAmt |
| EOY | $125,776,706 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,134,395 | BOYAmt |
| EOY | $273,858,718 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,291,827 | BOYAmt |
| EOY | $427,215,676 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,229,966 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,747,668 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $746,689 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $17,340,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,604,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,948,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,657,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,396,753 | CurrentTaxYearAmt |
| Total | $96,947,202 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,392 | CurrentTaxYearAmt |
| Total | $188,062 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,383,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,639,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,988,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,696,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,427,145 | CurrentTaxYearAmt |
| Total | $97,135,264 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,629,713 | SubstantialContributorsTotAmt |
| Public Support Total170 | $82,505,551 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,740,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,629,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,004,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,143,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,221,430 | CurrentTaxYearAmt |
| Total | $9,739,521 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $116,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$324,306 | CurrentTaxYearAmt |
| Total | $130,406 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $107,005,191 | TotalSupportAmt |
| Public Support CY170 | 0.77100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82570 | 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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,382,100 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,382,100 | 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 |
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 | $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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,183,504 | BeginningYearBalanceAmt |
| Contributions | $4,210,753 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,621,207 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,306,615 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,667,902 | AdministrativeExpensesAmt |
| End Year Balance | $170,798,533 | 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 | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UAFCEF, LP | Desc |
| Book Value | $232,041,097 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $232,041,097 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE REMAINDER TRUST | $225,141 |
| ASSETS HELD IN TRUST FOR THE UNIVERSITY OF ALASKA | $147,647,544 |
| QUASI ENDOWMENT LIABILITY | $1,000,000 |
| OTHER LIABILITIES | $371,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $149,244,162 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,106,423 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,747,668 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $746,689 | OtherRevenueAmt |
| Revenue Not Reported | $8,494,357 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,612,066 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,195,454 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,195,454 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,807,520 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,382,100 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,382,100 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,195,454 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,195,454 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,577,554 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | 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 CONSOLIDATED ENDOWMENT FUND. THE UNIVERSITY HAS 44% OWNERSHIP AND THE FOUNDATION HAS 56% OWNERSHIP. |
| PART X, LINE 2: | THE FOUNDATION IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 503(C)(3) OF THE IRC AND IS GENERALLY NOT SUBJECT TO FEDERAL INCOME TAXES. CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE FOR TAX PURPOSES BY THE DONOR, SUBJECT TO THE NORMAL LIMITATIONS IMPOSED BY THE TAXING AUTHORITIES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. ACCORDINGLY, THE FOUNDATION RECORDED FEDERAL AND STATE INCOME TAX LIABILITIES OF $-0- FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, RESPECTIVELY, PRIMARILY ORIGINATING FROM CERTAIN INVESTMENTS IN PRIVATE CAPITAL. THE INCOME TAX EXPENSE IS REPORTED ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AS A REDUCTION IN INVESTMENT INCOME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ADJUSTMENTS TO REMAINDER TRUST LIABILITY 746,689. |
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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ LLC | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | ANNUAL GIVING PROGRAM | 0 | $404,986 | $371,640 | $0 |
| GARY HUBBELL CONSULTING | ||||||||
| 3143 E HAMPSHIRE AVENUE | MILWAUKEE | WI | 53211 | CAPITAL CAMPAIGN CONSULTANT | 0 | $0 | $16,682 | $0 |
| DONOR RELATIONS GURU | ||||||||
| 808 HAWTHORNE LANE UNIT 451 | CHARLOTTE | NC | 28204 | DONOR RELATIONS CONSULTANT | 0 | $0 | $84,353 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $404,986 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $472,675 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRITY CHEF INVITATIONAL | Event1Nm |
| Gross Receipts Event1 | $115,852 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $77,852 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $18,702 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,065 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,337 | OtherDirectExpensesEvent1Amt |
| Event2 | BUSINESS LEADER OF THE YEAR | Event2Nm |
| Gross Receipts Event2 | $94,429 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $70,019 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,410 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $23,332 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,111 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,643 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $62,402 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $35,927 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $26,475 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $609 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,967 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $700 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,566 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $272,683 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $183,798 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $88,885 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $609 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,001 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,876 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,546 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $96,032 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,147 | 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 | 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 | STATE OF ALASKA | IRCSectionDesc |
| Cash Grant | $13,988,742 | CashGrantAmt |
| Non Cash Assistance | $74,460 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | AIRLINE VOUCHERS | NonCashAssistanceDesc |
| Purpose Of Grant | STUDENT, PROGRAM AND OTHER DEPARTMENT SUPPORT FOR THE UNIVERSITY | 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 | 1328 | RecipientCnt |
| Cash Grant | $3,450,708 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT FUNDS PROVIDED TO THE UNIVERSITY ARE REQUIRED TO INCLUDE APPROPRIATE DOCUMENTATION PROVIDING DETAILS ON EXPENDITURES, INCLUDING AUTHORIZED SIGNATURE AUTHORITY. ALL SCHOLARSHIP REQUEST ARE MONITORED BY REVIEW OF THE CRITERIA RELATED TO THE SCHOLARSHIP, WHICH PROVIDES ASSURANCE THAT THE RECIPIENT MEETS ELIGIBILITY REQUIREMENTS. STUDENT PROGRESS IS MONITORED TO ASSURE CONTINUED COMPLIANCE WITH ESTABLISHED CRITERIA. | 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAUFIELD RICHARD | ||||||||||||||
| DIRECTOR | $0 | $210,000 | $0 | $0 | $0 | $9,015 | $0 | $65,386 | $0 | $0 | $0 | $284,401 | $0 | $0 |
| GINGERICH SAM | ||||||||||||||
| DIRECTOR | $0 | $192,000 | $0 | $0 | $0 | $10,066 | $0 | $26,253 | $0 | $0 | $0 | $228,319 | $0 | $0 |
| JOHNSEN JIM | ||||||||||||||
| DIRECTOR | $0 | $325,000 | $0 | $43,000 | $0 | $12,318 | $0 | $41,713 | $0 | $24,132 | $0 | $446,163 | $0 | $0 |
| WHITE DAN | ||||||||||||||
| DIRECTOR | $0 | $300,000 | $0 | $0 | $0 | $11,933 | $0 | $41,713 | $0 | $25,222 | $0 | $378,868 | $0 | $0 |
| FOLEY SUSAN | ||||||||||||||
| PRESIDENT - OFFICER | $0 | $198,244 | $0 | $0 | $0 | $0 | $0 | $27,093 | $0 | $11,729 | $0 | $237,066 | $0 | $0 |
| MISHIN STAN | ||||||||||||||
| DIRECTOR OF FINANCE-OFFICER | $0 | $128,499 | $0 | $0 | $0 | $0 | $0 | $19,628 | $0 | $26,147 | $0 | $174,274 | $0 | $0 |
| REIBE MEGAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $141,059 | $0 | $0 | $0 | $0 | $0 | $20,613 | $0 | $34,345 | $0 | $196,017 | $0 | $0 |
| WOODLEY DAVID | ||||||||||||||
| DIRECTOR OF INFORMATION SERVICES | $0 | $122,841 | $0 | $0 | $0 | $0 | $0 | $3,213 | $0 | $42,994 | $0 | $169,048 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE UA FOUNDATION'S COMPENSATION SYSTEM IS ADMINISTERED BY THE UNIVERSITY OF ALASKA'S HUMAN RESOURCES DEPARTMENT IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES AND PROCEDURES. | ExplanationTxt |
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 | $321,159 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AIRLINES VOUCHERS | 1 | $74,460 | AVERAGE TICKET PRICE |
| Yes (X) | MISCELLANEOUS DONATIONS | 74 | $17,677 | FAIR MARKET VALUE |
| Yes (X) | BOARD TRAVEL EXPENSES | 6 | $3,025 | FAIR MARKET VALUE |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) IS REPORTING THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 15/PART IX FUNCTIONAL EXPENSE REPORTING | THE REPORTING OF COMPENSATION IN THE FORM 990 RELFECTS THE AMOUNTS THE UNIVERSITY OF ALASKA FOUNDATION DIRECTLY REIMBURSES TO UNIVERSITY OF ALASKA FOR COMPENSATION, BENEFITS AND RELATED COSTS OF EMPLOYMENT OF EMPLOYEES DEVOTING TIME TO THE FOUNDATION. SINCE THE FOUNDATION REIMBURSES THESE AMOUNTS DIRECTLY, THE REIMBURSEMENTS ARE REPORTED AS SALARIES, BENEFITS AND PAYROLL TAXES WITHIN THE FORM 990. THE FOUNDATION BELIEVES THE PRESENTATION MORE ACCURATELY REFLECTS THE TRUE NATURE OF THE REIMBURSEMENT TO THE UNIVERSITY. FOR FISCAL YEAR 2019, THE FOUNDATION REIMBURSED THE UNIVERSITY FOR APPROXIMATELY 31 EMPLOYEES SERVING THE FOUNDATION IN BOTH A FULL TIME AND PART TIME CAPACITY. |
| PART V LINE 2A | COMPENSATION AND RELATED TAX FILINGS, SUCH AS THE W-2 AND W-3, ARE PROVIDED BY THE UNIVERSITY OF ALASKA. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR ALL COMPENSATION AND RELATED EXPENSES. |
| FORM 990, PART VI, SECTION A, LINE 1 | 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, SECTION A, LINE 7A | WHILE THE MAJORITY OF THE BOARD OF DIRECTORS ARE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS, OTHER INDIVIDUALS ARE DIRECTORS OF THE FOUNDATION BY VIRTUE OF THEIR RELATIONSHIP WITH EITHER THE UNIVERSITY OF ALASKA OR BOARD OF REGENTS. THE BOARD OF DIRECTORS SHALL INCLUDE EX-OFFICIO DIRECTORS THAT CONSIST OF THE PRESIDENT OF THE UNIVERSITY AND THE UNIVERSITY CHANCELLORS. IN ADDITION, THERE SHALL BE TWO REGENT DIRECTORS WHO ARE MEMBERS OF THE BOARD OF REGENTS, ANNUALLY APPOINTED BY THE CHAIR OF THE BOARD OF REGENTS OF THE UNIVERSITY. A REGENT DIRECTOR MAY BE REMOVED BY THE CHAIR OF THE BOARD OF REGENTS OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE FINANCE & AUDIT COMMITTEE OF THE BOARD REVIEWS THE FORM 990 RETURN BEFORE IT IS FILED 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, SECTION B, LINE 12C | THE UNIVERSITY OF ALASKA FOUNDATION HAS A CONFLICT OF INTEREST POLICY WHICH APPLIES TO BOARD MEMBERS, ALL COMMITTEES, SUBCOMMITTEES, 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. THE POLICY PROVIDES THAT POTENTIAL CONFLICTS ARE TO BE DISCLOSED TO THE BOARD, COMMITTEE, OFFICER OR SUPERVISOR AS SOON AS PRACTICABLE AFTER BECOMING AWARE OF A POTENTIAL CONFLICT. IF A CONFLICT IS DISCLOSED IN A MEETING, THE PERSON OF INTEREST IS ASKED TO LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT. IF APPROPRIATE, ANOTHER PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE NATURE OF THE POTENTIAL CONFLICT, THE DETERMINATION BY THE BOARD OR COMMITTEE, AND DETAILS OF ANY VOTES TAKEN ARE DOCUMENTED IN THE MINUTES OF THE MEETING. ANY PERSON VIOLATING THE CONFLICT OF INTEREST POLICY SHALL BE SUBJECT TO APPROPRIATE DISCIPLINE, INCLUDING DISMISSAL OR REMOVAL FROM OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UA FOUNDATION'S COMPENSATION SYSTEM IS ADMINISTERED BY THE UNIVERSITY OF ALASKA'S HUMAN RESOURCES DEPARTMENT IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF INCORPORATION AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC ON THE FOUNDATION WEBSITE, WWW.ALASKA.EDU/FOUNDATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART VII LINE 2 | FOUNDATION STAFF ARE ALL EMPLOYEES OF THE UNIVERSITY OF ALASKA. THE FOUNDATION REIMBURSES THE UNIVERSITY OF ALASKA FOR ALL COMPENSATION AND RELATED EXPENSES. |
| FORM 990, PART IX, LINE 2 | THE FOUNDATION PROVIDES GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS THROUGH ITS RELATED ENTITY, THE UNIVERSITY OF ALASKA. THESE SCHOLARSHIPS ARE FUNDING THE STUDENTS AT THE UNIVERSITY OF ALASKA. |
| PART IX | FOUNDATION STAFF ARE ALL EMPLOYEES OF THE UNIVERSITY OF ALASKA. THE FOUNDATION REIMBURSES THE UNIVERSITY OF ALASKA FOR ALL COMPENSATION AND RELATED EXPENSES. FOR THE PURPOSE OF THE FUNCTIONAL EXPENSE REPORTING, AMOUNTS PAID TO THE UNIVERSITY FOR SALARIES, BENEFITS, AND RELATED COSTS ARE INCLDUED IN THEIR NATURAL LINE CATEGORIES. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL ADJUSTMENT OF REMAINDER TRUST 746,689. |
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 |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND 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 Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ALASKA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT | PredominantIncomeTypeTxt |
| Share Of Total Income | $20,561,228 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $328,137,170 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | Yes (1) | DisproportionateAllocationsInd |
| UBI Code V | -$322,465 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99990 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP | ||
| A | $571,592 | FAIR MARKET VALUE |
| UNIVERSITY OF ALASKA FOUNDATION CUONSOLIDATED ENDOWMENT FUND LP | ||
| B | $15,154,524 | FAIR MARKET VALUE |
| UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP | ||
| C | $8,842,050 | FAIR MARKET VALUE |
| UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP | ||
| F | $2,376,013 | FAIR MARKET VALUE |
| UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP | ||
| P | $1,895,633 | FAIR MARKET 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 UPON 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 THAT THIS INFORMATION WILL BE INCLUDED ON THIS FORM 990. | ExplanationTxt |
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