STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC (EIN 75-1494062)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349301414
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T09:00:57-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752966974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJMR&W LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1116 North University Drive | AddressLine1Txt |
| City | Nacogdoches | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751494062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F AUSTIN STATE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9364682114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 759626092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE GREEN | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9364682114 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY JOHNSON | PreparerPersonNm |
| PTIN | P00026197 | PTIN |
| Phone | 9365648186 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.180.2.64 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 13:41:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B8BAC93E64C4AAD2DA2BF61C5CD85EF5DEA6F61 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8B8BAC93E64C4AAD2DA2BF61C5CD85EF5DEA6F61 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE GREEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 759626092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,398,540 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SUPPORT FOR STEPHEN F AUSTIN STATE UNIVERSITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,596,709 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,612,168 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,917,432 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,323,984 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $28,864 | CYOtherRevenueAmt |
| PY Total Revenue | $5,514,141 | PYTotalRevenueAmt |
| CY Total Revenue | $5,965,016 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,323,934 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,147,270 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $526,638 | PYOtherExpensesAmt |
| CY Other Expenses | $616,243 | CYOtherExpensesAmt |
| PY Total Expenses | $1,850,572 | PYTotalExpensesAmt |
| CY Total Expenses | $2,763,513 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,663,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,201,503 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,011,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,873,686 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $622,851 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $597,584 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,389,015 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,276,102 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MANAGE ENDOWMENTS AND OTHER GIFTS THAT SUPPORT STEPHEN F. AUSTIN STATE UNIVERSITY | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,623,752 | ExpenseAmt |
| Grant | $2,147,270 | GrantAmt |
| Desc | COSTS ASSOCIATED WITH MAINTENANCE OF ENDOWMENTS AND OTHER MAJOR GIFTS. EARNINGS FROM THE ENDOWMENTS FUND FACULTY SUPPLEMENTS, SCHOLARSHIPS, AND OUTSTANDING LECTURERS FOR STEPHEN F. AUSTIN STATE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,609 | ExpenseAmt |
| Desc | DONOR RECOGNITION AND DEVELOPMENT, INCLUDING THE COSTS ASSOCIATED WITH GATHERING, PROCESSING, AND MAINTAINING FINANCIAL AND DONOR INFORMATION. THIS ALSO INCLUDES THE COST OF ORGANIZING DONOR RECOGNITION ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,715,361 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | 0 | 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 | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL STILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9364682114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092SFA | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| John Anderson | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Roy Blake Jr | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Wendy Buchanan | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Ron Collins | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Cody Corley | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Don Cox | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Wayne Davis | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Thad Floyd | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Bob Francis | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| William Gandy | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Jane Green | ||||||
| Vice Chair | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Pattye Greer | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Bettie Griffin | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Michael Harbordt | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| James P Hunter III | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Mark Layton | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Kathy Lehmann | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Gordon Lewis | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| John Lewis | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| James Mize | ||||||
| Chair | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jennifer Criss Montes | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Ed Pool | ||||||
| Secretary | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Deborah Nichols Pruitt | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| George Ray Jr | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Rusty Rust | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| David Sanderson | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Gerald Schlief | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Curtis Sparks | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Bill Teague | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Danny Vines | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Peggy Wright | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS Wright | ||||||
| Trustee | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Jill Still | ||||||
| Executive Director | 6.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,612,168 | AllOtherContributionsAmt |
| Noncash Contributions | $210,491 | NoncashContributionsAmt |
| Total Contributions | $1,612,168 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,576,257 | TotalRevenueColumnAmt |
| Exclusion | $1,576,257 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,864 | TotalRevenueColumnAmt |
| Exclusion | $28,864 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,181,251 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,433,524 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,747,727 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,747,727 | TotalRevenueColumnAmt |
| Exclusion | $2,747,727 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,965,016 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,352,848 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147,270 | TotalAmt |
| Program Services | $2,147,270 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,040 | TotalAmt |
| Management And General | $14,040 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,215 | TotalAmt |
| Program Services | $30,911 | ProgramServicesAmt |
| Management And General | $10,304 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,725 | TotalAmt |
| Program Services | $290,725 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,826 | TotalAmt |
| Management And General | $14,826 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,458 | TotalAmt |
| Program Services | $1,329 | ProgramServicesAmt |
| Management And General | $4,129 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,703 | TotalAmt |
| Program Services | $5,703 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,620 | TotalAmt |
| Program Services | $810 | ProgramServicesAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,282 | TotalAmt |
| Management And General | $2,282 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NET ANNUITY EXPENSE | $154,845 | $154,845 | |
| DONOR RECOGNITION ACTIV | $55,232 | $55,232 | |
| SFASU CAMPAIGN SUPPORT | $28,536 | $28,536 | |
| DUES & ASSOCIATION FEES | $1,761 | $1,761 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,763,513 | TotalAmt |
| Program Services | $2,715,361 | ProgramServicesAmt |
| Management And General | $48,152 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,072,126 | BOYAmt |
| EOY | $7,431,918 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,301,480 | BOYAmt |
| EOY | $1,268,993 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,375 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,252,291 | BOYAmt |
| EOY | $54,172,259 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,594 | BOYAmt |
| EOY | $2,000,516 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,011,866 | BOYAmt |
| EOY | $64,873,686 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,549 | BOYAmt |
| EOY | $28,574 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,302 | BOYAmt |
| EOY | $569,010 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,851 | BOYAmt |
| EOY | $597,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,958 | BOYAmt |
| EOY | $884,564 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,648,912 | BOYAmt |
| EOY | $7,684,445 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,968,145 | BOYAmt |
| EOY | $55,707,093 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,389,015 | BOYAmt |
| EOY | $64,276,102 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,011,866 | BOYAmt |
| EOY | $64,873,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,201,503 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,938,906 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,201,842 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $27,826,332 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,713,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,354,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,509,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,596,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,597,093 | CurrentTaxYearAmt |
| Total | $11,770,910 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,000 | CurrentTaxYearAmt |
| Total | $80,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,729,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,370,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,525,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,612,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,613,093 | CurrentTaxYearAmt |
| Total | $11,850,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $470,590 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,380,320 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,133,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $972,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,917,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,323,984 | CurrentTaxYearAmt |
| Total | $10,537,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,388,062 | TotalSupportAmt |
| Public Support CY170 | 0.50830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58910 | 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 VI, List of Unusual Grants: | FormAndLineReferenceDesc |
| Explanation | Description: ENDOWMENT Date: 12/31/15 Amount: 3000000. | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 28 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $315,067 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $242,307 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $753,464 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,967,117 | BeginningYearBalanceAmt |
| Contributions | $28,450,436 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,841,081 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,995,567 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $309,442 | AdministrativeExpensesAmt |
| End Year Balance | $59,271,463 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,300,468 | BeginningYearBalanceAmt |
| Contributions | $1,603,035 | ContributionsAmt |
| Investment Earnings Or Losses | $4,250,796 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,187,182 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,967,117 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,049,795 | BeginningYearBalanceAmt |
| Contributions | $1,445,812 | ContributionsAmt |
| Investment Earnings Or Losses | $1,078,377 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $999,977 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $253,339 | AdministrativeExpensesAmt |
| End Year Balance | $32,300,468 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,087,582 | BeginningYearBalanceAmt |
| Contributions | $4,115,514 | ContributionsAmt |
| Investment Earnings Or Losses | $104,465 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,008,517 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $249,249 | AdministrativeExpensesAmt |
| End Year Balance | $31,049,795 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,300,678 | BeginningYearBalanceAmt |
| Contributions | $1,057,126 | ContributionsAmt |
| Investment Earnings Or Losses | $1,451,883 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $554,393 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $167,712 | AdministrativeExpensesAmt |
| End Year Balance | $28,087,582 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $569,010 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $569,010 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$2,264,616 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,938,906 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$7,938,906 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,674,290 | RevenueSubtotalAmt |
| Other Revenues Not Included | $290,726 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $290,726 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,965,016 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,472,787 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,472,787 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $290,726 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $290,726 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,763,513 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | SUPPORT STEPHEN F. AUSTIN STATE UNIVERSITY |
| Part XI, Line 4b - Other Adjustments: | INVESTMENT MANAGEMENT FEES 290,726. |
| Part XII, Line 4b - Other Adjustments: | INVESTMENT MANAGEMENT FEES 290,726. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN F AUSTIN STATE UNIVERSITY | ||||||||
| PO BOX 6108 | NACOGDOCHES | TX | 75962 | 756002514 | SFA STATE UNIV | $1,891,918 | Book | PROVIDE SUPPORT FOR UNIVERSITY ACADEMIC DEPARTMENTS |
| STEPHEN F AUSTIN STATE UNIVERSITY ALUMNI ASSOCIATION | ||||||||
| PO BOX 6096 | NACOGDOCHES | TX | 75962 | 751623068 | 501(C)(3) | $255,352 | Book | PROVIDE CONTRACTUAL SUPPORT FOR ALUMNI ADMINISTRATION COSTS |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $210,491 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET VALUES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | ACTIVITIES AND ENDOWMENTS OF THE STEPHEN F AUSTIN STATE UNIVERSITY ALUMNI FOUNDATION (TIN 23-7093806) WERE MERGED INTO THE STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION (TIN 75-1494062) AS OF JANUARY 1, 2018. EARNINGS FROM THE ENDOWMENTS SUPPORT STEPHEN F AUSTIN STATE UNIVERSITY IN NACOGDOCHES, TX AND ARE SIMILAR IN PURPOSE TO THE SERVICES PROVIDED IN THE PAST, EXCEPT FOR THE MAGNITUDE OF SUPPORT PROVIDED. DUE TO THE SIMILAR NATURE, THE SUPPORT PAID BY THE ALUMNI EARNINGS ARE INCLUDED IN TOTAL PROGRAM ACTIVITIES ON PAGE 2. |
| Form 990, Part VI, Section B, line 11b | THE EXECUTIVE DIRECTOR AND DEVELOPMENT DIRECTOR REVIEW FORM 990 WITH THE CPA WHO PREPARED THE RETURN. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part XI, line 9: | MERGER WITH SFASU ALUMNI FOUNDATION 27,826,332. |
| PAGE 12, PART XII: ACCOUNTING CHANGES | THIS ORGANIZATION CHANGED ITS METHOD OF CALCULATING THE VALUE OF LIFE INSURANCE POLICIES PROVIDED BY DONORS. IN THE PAST, THE VALUE WAS CALCULATED AS THE PRESENT VALUE OF FUTURE CASH FLOWS, INCLUDING PROJECTED LIFE INSURANCE PROCEEDS. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES NOW PROVIDES GUIDANCE FORBIDDING THIS CALCULATION METHOD, LEAVING ONLY THE CASH SURRENDER VALUE AS AN ASSET. THIS REDUCED EQUITY BY $2,250,245. |
| FORM 990, PAGE 11, PART XI, LINE 2C | THE FOUNDATION DOES NOT HAVE A SEPARATE COMMITTEE THAT REVIEWS THE AUDITED FINANCIAL STATEMENTS. INSTEAD, THE AUDIT IS PRESENTED TO THE ENTIRE BOARD. |
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