2020-11-04T07:58:50-06:00 2020-06-30 232108173 RKL LLP PO BOX 8408 LANCASTER PA 176048408 990 2019-07-01 236435616 MILLERSVILLE UNIVERSITY FOUNDATION MILL 7178717520 DUNCAN ALUM HS 207 N GEORGE ST MILLERSVILLE PA 17551 TAMMY AUMENT-MARTIN DIRECTOR OF ACCT. & BUDGET 7178717520 2020-11-02 1 MOLLY L RAMOS CPA P00399762 7173945666 2020-11-02 70.15.104.191 2020-11-02 13:41:47 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7B514B532F59BBB71944933160AC18A50BC56CA4 2019 2021-01-29 14:40:06Z MR JOSEPH GARNER 111 W FAIRVIEW AVE MARIETTA PA 17547 14513130 0 X WWW.MILLERSVILLE.EDU/MUFOUNDATION/ X 1966 PA MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 23 23 0 25 0 6817 1658632 8275371 0 0 1316896 582152 420 146713 2975948 9004236 1241818 1380260 0 0 0 0 0 0 84146 370508 233580 1612326 1613840 1363622 7390396 39755222 47707817 2920505 3001800 36834717 44706017 MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 0 0 1380260 1380260 ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY. 1380260 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X TAMMY AUMENT-MARTIN 7178714091 MILLERSVILLE UNIVERSITY MILLERSVILLE PA 17551 X MR JOSEPH W GARNER PRESIDENT (BEG. 1/1) 1.00 X X 0 0 0 MS ANNE C JACKSON PRESIDENT (UNTIL 12/31) 1.00 X X 0 0 0 DR SAUL W FINK VICE PRES.(END 12/31 DIR. BEG. 1/1) 0.30 X X 0 0 0 DR DARRYL L LANDIS SECRETARY (BEG. 1/1) 0.30 X X 0 0 0 DR BENJAMIN J DELTITO SECRETARY (UNTIL 12/31) 0.30 X X 0 0 0 MS SUZANNE J WALSTRUM TREASURER (BEG. 1/1) 0.30 X X 0 0 0 MR STEVEN J FELLIN TREASURER (UNTIL 12/31) 0.30 X X 0 0 0 MR ABRAM DIFFENBACH DIRECTOR 0.30 X 0 0 0 MS CORIN DUNDORE DIRECTOR 0.30 X 0 0 0 DR MICHAEL R GUMPPER DIRECTOR 0.30 X 0 0 0 MR JACOB J HIGLEY DIRECTOR 0.30 X 0 0 0 DR ALBERT HOFFMAN DIRECTOR 0.30 X 0 0 0 MS TIFFANY LEHERR DIRECTOR (JOINED 1/1) 0.30 X 0 0 0 DR JULIE A LOMBARDI DIRECTOR 0.30 X 0 0 0 MS KAREN A MURLEY DIRECTOR (JOINED 1/1) 0.30 X 0 0 0 MR DAVID MORRIS DIRECTOR (JOINED 1/1) 0.30 X 0 0 0 MR ROBERT E PATTERSON DIRECTOR (DOD 6/17) 0.30 X 0 0 0 MR GERALD S ROBINSON ESQ DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 MR ANDREW W RYAN DIRECTOR (JOINED 1/1) 0.30 X 0 0 0 MS KATHRYN R ROSS DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 DR CHARLES K SCHARNBERGER DIRECTOR (JOINED 1/1) 0.30 X 0 0 0 DR SYLVIA SHELLENBERGER DIRECTOR (JOINED 1/1) 0.30 X 0 0 0 MS ANGEL SHELLEY-ROYAL DIRECTOR 0.30 X 0 0 0 MS STEVI N SPRENKLE DIRECTOR 0.30 X 0 0 0 MR WILLIAM D STADDEN DIRECTOR 0.30 X 0 0 0 DR CYNTHIA E TAYLOR DIRECTOR 0.30 X 0 0 0 MR JAMES D WARNER DIRECTOR 0.30 X 0 0 0 DR KEMAH EP WASHINGTON DIRECTOR 0.30 X 0 0 0 MS ANN WOMBLE DIRECTOR (UNTIL 12/31) 0.30 X 0 0 0 MR ANTOINE RJ WRIGHT DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 8275371 35635 8275371 769102 769102 5321944 5508894 -186950 -186950 -186950 RECOVERY OF PREVIOUSLY UNCOLLECTI 523920 146713 146713 146713 9004236 0 0 728865 356589 356589 1023671 1023671 2016 2016 16300 16300 95672 95672 6018 6018 2740 2740 14201 14201 UNIVERSITY FUNDRAISING 84146 84146 MISCELLANEOUS EXPENSE 12487 12487 1613840 1380260 149434 84146 514422 1224207 1665774 4534978 9396 37481178 41656666 93848 282570 39755222 47707817 11303 29672 2909202 2972128 2920505 3001800 X 529116 761951 36305601 43944066 36834717 44706017 39755222 47707817 X 7390396 497166 -16262 X X 0 1 X 1 0 X 529206 2790278 3095821 1658632 8275371 16349308 529206 2790278 3095821 1658632 8275371 16349308 6229159 10120149 559828 533669 599980 688446 769102 3151025 24167 55711 420 146713 227011 19727344 0.51300 0.68180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 24,167. 2016 AMOUNT: $ 181. 2018 AMOUNT: $ 420. RECOVERY OF BAD DEBT - 2016 AMOUNT: $ 55,530. 2019 AMOUNT: $ 146,713. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36834717 8672258 992678 1380260 413376 44706017 34857594 2007423 1842903 1241818 631385 36834717 31172486 3087054 2222254 1336909 287291 34857594 26459771 2864993 3350263 1270262 232279 31172486 27921068 523177 -806948 764838 412688 26459771 0.01620 0.78260 0.20120 0 0 0 AGENCY FUNDS 2808578 PRESENT VALUE OF GIFT ANNUITY PAYABLE 163550 2972128 X 9634403 497166 396887 -21501 872552 8761851 95672 146713 242385 9004236 1763103 396887 -5239 391648 1371455 95672 146713 242385 1613840 PART V, LINE 4: TO PROVIDE FUNDS FOR SCHOLARSHIPS AND AWARDS TO SUPPORT STUDENTS AND PROGRAMS OF MILLERSVILLE UNIVERSITY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE -5,239. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -16,262. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF UNCOLLECTIBLE PLEDGES 146,713. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE -5,239. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF UNCOLLECTIBLE PLEDGES 146,713. 1 MILLERSVILLE UNIVERSITY PO BOX 1002 MILLERSVILLE PA 175510302 232397926 501(C)(3) 356589 TO SUPPORT LECTURESHIPS, DEPARTMENTAL EXPENSES, PRESIDENTIAL DISCRETIONARY EXPENSES. 1 0 SCHOLARSHIP/AWARDS 522 1023671 PART I, LINE 2: THE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA. X 7 35635 MARKET VALUE 0 0 0 0 PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (C): THE ORGANIZATION RECEIVED NON-CASH ITEMS IN PARTIAL SATISFACTION OF A PRIOR YEAR PLEDGE, AND THEREFORE, THE AMOUNT IS NOT REPORTED ON PART VIII, LINE 1G NOR IS IT REPORTED IN COLUMN (C) OF SCHEDULE M. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE DIRECTOR OF ACCOUNTING AND BUDGET PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS ENFORCED WITH EDUCATION AND DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -16,262. X THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT AS OUTLINED IN ARTICLE VII SECTION 6 OF THE BYLAWS. THE AUDIT COMMITTEE DETERMINES WHEN AN RFP FOR AUDITING SERVICES NEEDS TO BE ISSUED TO SOLICIT BIDS FOR SERVICES. THEY EVALUATE THE RESPONSES AND SELECT THE FIRM THEY FEEL WILL BEST SERVE THE NEEDS OF THE FOUNDATION. THE STAFF LIAISON FROM THE ADVANCEMENT OFFICE AND THE UNIVERSITY ACCOUNTING OFFICE PROVIDE TECHNICAL AND CLERICAL ASSISTANCE IN THE PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.