2020-05-14T14:24:15-05:00 2019-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2018-07-01 431234200 MISSOURI STATE UNIVERSITY FOUNDATION % MISSOURI STATE UNIVERSITY MISS 4178365632 901 S NATIONAL SPRINGFIELD MO 65897 STEPHEN FOUCART TREASURER 4178365632 2020-04-23 true Brian D Todd P00422601 4178658701 167.68.126.162 43032920201355000042 2020-05-14 P 74C51B083D6172D3D43AC87F1A33B4712A418457 C3432A87FBFF9491E59BD7298F2E512B0D9B3700 2018 2020-11-19 02:30:22Z STEPHEN FOUCART 901 S NATIONAL SPRINGFIELD MO 65897 121571417 false X WWW.MISSOURISTATEFOUNDATION.ORG X 1981 MO THE MISSOURI STATE UNIVERSITY FOUNDATION SUPPORTS MISSOURI STATE UNIVERSITY BY MANAGING AND DISTRIBUTING RESOURCES RECEIVED IN FUNDRAISING CAMPAIGNS AND EVENTS. 9 9 68 250 -2801 -2801 21715215 17563231 3637727 5206486 443862 7540804 330775 520159 26127579 30830680 18341453 19841070 0 0 3133086 3353588 0 0 202868 12813951 2020030 34288490 25214688 -8160911 5615992 144706479 145791735 3663545 1903190 141042934 143888545 THE MISSION OF THE ORGANIZATION IS TO DEVELOP AN ENVIRONMENT WHICH PROMOTES GIVING AND THEREIN SEEK, RECEIVE, MANAGE AND DISTRIBUTE RESOURCES IN A MANNER APPROPRIATE TO SUPPORT PROGRAMS OF INSTRUCTION, RESEARCH AND PUBLIC SERVICE OF THE UNIVERSITY. false false 22060218 17418578 5206486 MISSOURI STATE UNIVERSITY FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT MISSOURI STATE UNIVERSITY (MSU) BY HOLDING FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS. THE ORGANIZATION PROVIDES SUPPORT FOR INSTRUCTION AND ACADEMIC PROGRAMS, STUDENT SERVICES, BROADCAST SERVICES, CAPITAL PROJECTS, AND THE JQH ARENA, AS WELL AS GENERAL INSTITUTIONAL SUPPORT. 2422492 2422492 MISSOURI STATE UNIVERSITY FOUNDATION ALSO PROVIDES SCHOLARSHIPS TO INDIVIDUALS. DURING THE YEAR, 1,651 INDIVIDUALS RECEIVED SCHOLARSHIPS FROM THE FOUNDATION. 24482710 true true false false false false false false false true true true false false true false true false false false true false false false true true false true true true false false false false false false false false true true false false false true false false false true X 62 7 true 68 true false true CJ false false false true true false false false false false false X 9 9 true false false false true true true true true false false false true true true true true false false false X X MISSOURI STATE UNIVERSITY 4178365632 901 S NATIONAL SPRINGFIELD MO 65897 X GORDON KINNE CHAIR 1.0 0.0 X X 0 0 0 BONNALIE O CAMPBELL DIRECTOR 1.0 0.0 X 0 0 0 JOHN D FOSTER DIRECTOR 1.0 0.0 X 0 0 0 ROBERT A FOSTER DIRECTOR 1.0 0.0 X 0 0 0 KAREN L HORNY DIRECTOR 1.0 0.0 X 0 0 0 MARY H SHEID SCHRAG DIRECTOR 1.0 0.0 X 0 0 0 JOE CARMICHAEL VICE CHAIR 1.0 0.0 X X 0 0 0 MARK MCQUEARY DIRECTOR 1.0 0.0 X 0 0 0 JIM WILSON DIRECTOR 1.0 0.0 X 0 0 0 STEPHEN C FOUCART TREASURER 6.0 34.0 X 24610 139455 38413 W BRENT DUNN EXECUTIVE DIRECTOR 24.0 16.0 X 89842 59894 43475 CINDY R BUSBY SECRETARY 10.0 30.0 X 15415 46247 18022 129867 245596 99910 0 false true false BENTZ WHALEY FLESSNER AND ASSOCIATE 7900 XERXES AVE S STE 980 BLOOMINGTON MN 55431 FUNDRSG CONSULTANT 150074 THE NORTHERN TRUST COMPANY 50 S LASALLE ST CHICAGO IL 60675 INVESTMENTS MANAGER 275649 MTS CONTRACTING INC 1019 SWIFT AVE N KANSAS CITY MO 64116 REPAIR SERVICES 477280 5 527403 17035828 6428902 17563231 PERSONNEL PAID BY AFFILIATE 561000 3008611 3008611 MISCELLANEOUS 900099 2197875 2197875 5206486 2520761 2520761 0 0 670618 611787 58831 0 58831 58831 94855907 89835864 5020043 5020043 5020043 209840 527403 286864 -77024 -77024 21619 6222 15397 15397 0 0 0 INCOME FROM INV IN TS&W 900099 543123 543123 INCOME FROM INV IN MONTAUK TF 900099 31078 -5302 36380 INCOME FROM INV IN NB CROSSROADS 900099 10890 10890 -62136 2501 -64637 522955 30830680 5206486 -2801 8063764 X 17418578 17418578 2422492 2422492 0 0 174864 128908 45956 0 3178724 2879703 139294 159727 0 0 0 0 0 62003 62003 0 0 281857 281857 15371 15371 0 0 0 0 0 27770 27770 0 0 0 0 0 0 UNCOLLECTIBLE PLEDGES REC 1633029 1633029 25214688 24482710 529110 202868 0 0 30941508 13692086 21296438 18733665 5881 6069 0 0 0 0 0 0 0 0 1662584 2401542 4571379 2798122 1403132 1773257 80900242 94822192 7086000 11756828 0 0 0 0 1410694 2606096 144706479 145791735 3261608 1091971 0 0 21547 47877 0 0 0 0 0 0 0 0 0 0 380390 763342 3663545 1903190 X 10588461 10208985 72260927 72981433 58193546 60698127 141042934 143888545 144706479 145791735 5615992 -2770381 X false true X false false X 20102888 17680227 17171337 21715215 17563231 94232898 0 0 20102888 17680227 17171337 21715215 17563231 94232898 17052374 77180524 902258 1024051 1116574 3217225 3717135 9977243 3518 3254 6772 0 104216913 17906125 0.74058 0.73590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86939068 2472405 4389493 4699048 89101918 80246093 4320662 6824238 4451925 86939068 70494894 3699278 10373238 4321317 80246093 74968569 932114 -1182247 4223542 70494894 77376982 1375407 304775 4088595 74968569 0.03662 0.67422 0.28917 false false 180167 180167 3513202 2300880 1212322 83695 83695 107500 645828 413547 339781 40987 40987 1773257 HEDGE FUNDS 2521652 F PRIVATE EQUITY 3716258 F REAL ESTATE FUNDS/REIT 5518918 F 11756828 0 FUNDS MANAGED FOR MO STATE UNI 199762 ANNUITY OBLIGATIONS 508060 DUE TO RELATED PARTIES 55520 763342 28933275 -2770381 249960 -2520421 31453696 281857 -904873 -623016 30830680 26087664 249960 904873 1154833 24932831 281857 281857 25214688 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS: THE ENDOWMENT FUNDS PROVIDE SCHOLARSHIP SUPPORT, PROVIDE CRITICAL PROGRAM SUPPORT, FUND ONGOING MAINTENANCE AND EQUIPMENT NEEDS, BRING IN GUEST ARTISTS AND LECTURERS, AND FUND FACULTY GROWTH AND DEVELOPMENT. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ (611,787) RENTAL EXPENSES (286,864) SPECIAL EVENT EXPENSES (6,222) GAMING EXPENSES ----------- $ (904,873) SCHEDULE D, PART XII, LINE 2D AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 611,787 RENTAL EXPENSES 286,864 SPECIAL EVENT EXPENSES 6,222 GAMING EXPENSES ----------- $ 904,873 Central America and the Caribbean INVESTMENTS 902602 902602 902602 false false false false false false SPORTS AUCTION 147509 113659 33850 3500 3072 2214 19821 GOLF TOURNAMENT 97220 80300 16920 6825 15518 3149 510 17 492514 333444 159070 11182 56944 102157 22465 39507 737243 527403 209840 3500 18007 75534 107520 22465 59838 286864 -77024 false false 21619 4573 380 1269 true 1.00000 21619 4573 380 1269 6222 15397 MO false THE SOURCE OF REVENUE IS 50-50 DRAWING AND DOES NOT REQUIRE A MO LICENSE. false true false 1.00000 MELISSA GOODMAN 901 S NATIONAL SPRINGFIELD MO 65897 false KERRY DICKERSON 500 MANAGEMENT OF THE DRAWING false FORM 990, SCHEDULE G, PART III, LINE 16 GAME MANAGER INFORMATION: MELISSA GOODMAN WAS ALSO A GAMING MANAGER, RECEIVING $12 OF COMPENSATION RELATED TO MANAGEMENT OF THE 50/50 DRAWING. BOTH DICKERSON AND GOODMAN ARE EMPLOYEES OF MISSOURI STATE UNIVERSITY, A RELATED ORGANIZATION. true MISSOURI STATE UNIVERSITY 901 S NATIONAL SPRINGFIELD MO 65897 446000308 GOVT 17418578 SUPPORT 1 SCHOLARSHIPS 1651 2422492 SCHEDULE I, PART I, LINE 2 GRANTEE SELECTION: THE ORGANIZATION PROVIDES SUPPORT FOR MISSOURI STATE UNIVERSITY, ITS RELATED ORGANIZATION. NO OTHER ORGANIZATIONS RECEIVE GRANTS OR ASSISTANCE FROM THE ORGANIZATION. THE FOUNDATION BASES ITS SCHOLARSHIP RECIPIENTS ON MISSOURI STATE UNIVERSITY'S CRITERIA OF NEED AND EDUCATIONAL ACHIEVEMENTS. THIS CRITERIA ENFORCES A NON-DISCRIMINATORY POLICY. false false false false false false false false false STEPHEN C FOUCART TREASURER 24478 138708 0 0 132 747 4834 27396 927 5256 30371 172107 0 0 W BRENT DUNN EXECUTIVE DIRECTOR 89523 59682 0 0 319 212 18197 12132 7888 5258 115927 77284 0 0 SCHEDULE J, PART I, LINE 3 EXECUTIVE COMPENSATION: MISSOURI STATE UNIVERSITY, A RELATED ORGANIZATION, USES APPROVAL BY THE BOARD TO DETERMINE THE COMPENSATION OF EXECUTIVE DIRECTOR, BRENT DUNN. X 16 249966 APPRAISAL X 53313 FMV X 122117 FMV X 51 1511309 AVG HIGH/LOW X 1 3684 APPRAISAL X 48 24320 APPRAISAL X 32 2330 FMV X 3 74093 APPRAISAL X SOFTWARE 2 3310127 FMV X EQUIPMENT 3 63039 FMV X MISC 96 203802 FMV 33 false true true SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTORS: THE NUMBER OF CONTRIBUTIONS PROVIDED IS BASED UPON THE NUMBER OF CONTRIBUTORS. SCHEDULE M, PART I, LINE 32B THIRD PARTIES USED TO SOLICIT, PROCESS OR SELL NONCASH CONTRIBUTIONS: THE ORGANIZATION USES THIRD PARTY REALTORS TO ASSIST IN SELLING NONCASH GIFTS OF REAL ESTATE. FORM 990, PT V, LINE 2A; PT VII, SECTION A; & PT IX, LINES 5 & 7 COMMON PAYMASTER ARRANGEMENT AND SALARIES: A RELATED ORGANIZATION, MISSOURI STATE UNIVERSITY (MSU), FILES ALL W-2 FORMS AND PAYS ALL PAYROLL TAXES AND BENEFITS ON BEHALF OF THE FOUNDATION. THE AMOUNT REPORTED ON PART V, LINE 2A, IS THE NUMBER OF W-2 FORMS FILED FOR THOSE WHO WORK PRIMARILY FOR THE FOUNDATION. THE AMOUNTS LISTED IN COLUMN D OF PART VII, SECTION A, WERE PAID THROUGH MSU AND ARE FOR THE EXECUTIVE DIRECTOR, WHO IS ESTIMATED TO WORK APPROXIMATELY 60% FOR THE FOUNDATION; THE TREASURER, WHO IS ESTIMATED TO WORK APPROXIMATELY 15% FOR THE FOUNDATION; AND, THE SECRETARY, WHO IS ESTIMATED TO WORK APPROXIMATELY 25% FOR THE FOUNDATION. OTHER SALARIES AND WAGES ON PART IX, LINE 7, IS THE AMOUNT OF SALARIES ALLOCATED FOR DUTIES PERFORMED FOR THE ORGANIZATION AS CONTRIBUTED PERSONNEL SERVICES, REDUCED BY THE AMOUNT REPORTED ON PART IX, LINE 5, FOR THE EXECUTIVE DIRECTOR, TREASURER AND SECRETARY. FORM 990, PART VI, LINE 1A GOVERNING BODY AND MANAGEMENT: THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MET MULTIPLE TIMES DURING THE YEAR, WHEREAS THE FULL GOVERNING BODY MET ANNUALLY. ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE WERE RATIFIED BY THE GOVERNING BODY AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 2 BOARD RELATIONSHIP: JOHN FOSTER AND ROBERT FOSTER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6, 7A & 7B MEMBERS: THE ORGANIZATION ALLOWS FOR UP TO 250 TRUSTEES. AMONG THE TRUSTEES' RESPONSIBILITIES ARE THE ELECTION OF MEMBERS OF THE EXECUTIVE COMMITTEE AND AMENDMENT OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 WILL INITIALLY BE INTERNALLY REVIEWED. AFTER THIS REVIEW, THE PUBLIC DISCLOSURE COPY OF THE FORM 990 WILL BE PRESENTED TO THE EXECUTIVE COMMITTEE AT ITS COMMITTEE MEETING. THIS WILL ALLOW FOR THE OPPORTUNITY FOR MEMBERS TO ASK QUESTIONS, MAKE COMMENTS, OR REQUEST CHANGES BEFORE THE FILING OF THE FINAL FORM 990. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY COMPLIANCE: ANNUAL STATEMENTS ARE GIVEN TO THE BOARD OF DIRECTORS REQUIRING ACKNOWLEDGEMENT THAT EACH DIRECTOR HAS READ THE CONFLICT OF INTEREST POLICY AND AGREES TO COMPLY WITH THE POLICY. IF, AT ANY TIME SUBSEQUENT TO THE STATEMENT, A CONFLICT WERE TO ARISE, THE DIRECTOR IS THEN REQUIRED TO NOTIFY THE PRESIDENT AND EXECUTIVE DIRECTOR IN WRITING. ADDITIONALLY, THE ORGANIZATION SENT OUT A QUESTIONNAIRE PROVIDED BY THE INDEPENDENT ACCOUNTANT TO COMPLY WITH THE 990 REPORTING REQUIREMENTS. WHEN IT IS PROPOSED THAT THE FOUNDATION ENGAGE IN A BUSINESS TRANSACTION, INCLUDING ACCEPTANCE OF ANY GIFT FROM A THIRD PARTY, ANY DIRECTOR WHO HAS ANY DIRECT OR INDIRECT INTEREST IN THE TRANSACTION MUST MAKE A FULL DISCLOSURE OF SUCH INTEREST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND WILL REFRAIN FROM ALL DELIBERATIONS OR VOTES TAKEN IN REGARD TO SUCH TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT AVAILABILITY: THE ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST ON SITE, BY MAIL, BY FAX, OR BY E-MAIL. THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE AUDITED FINANCIAL REPORT, WHICH IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THE BOARD OF DIRECTORS OF MSU FOUNDATION APPROVES CONTRACTS FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. HOWEVER, THERE IS NO BOARD OR COMMITTEE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. MISSOURI STATE UNIVERSITY 901 S NATIONAL SPRINGFIELD MO 65897 446000308 UNIVERSITY MO NA false false true false false false false false false false true false false false true true true false false false