BOISE STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BOISE STATE UNIVERSITY FOUNDATION INC (EIN 82-6010706)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201931309349302458
- Schema version
- 2017v2.3
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T07:55:30-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826010706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boise State University Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOIS | BusinessNameControlTxt |
| Phone | 2084263276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 University Drive | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Powell | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2084263276 | PhoneNum |
| Signature | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2019-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.72.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 15:37:38 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 51153E6FE133A46BE9F60C7A8748BC609ADBB28A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E3B96EF6EB1F71A28E9A044EB2088E22A2328E47 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Paul Powell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 University Drive | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $227,986,619 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://giving.boisestate.edu/about/foundation/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | ID | LegalDomicileStateCd |
| Activity Or Mission | To inspire, generate, and prudently manage private support for Boise State University. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$19,855 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,389,109 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,288,082 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,851,940 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,863,190 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,225,158 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,045,500 | CYInvestmentIncomeAmt |
| PY Other Revenue | $540,338 | PYOtherRevenueAmt |
| CY Other Revenue | $15,411,083 | CYOtherRevenueAmt |
| PY Total Revenue | $29,006,545 | PYTotalRevenueAmt |
| CY Total Revenue | $46,607,855 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,503,188 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,266,684 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,405,696 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,356,248 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,029,632 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,408,936 | PYOtherExpensesAmt |
| CY Other Expenses | $1,990,793 | CYOtherExpensesAmt |
| PY Total Expenses | $25,317,820 | PYTotalExpensesAmt |
| CY Total Expenses | $43,613,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,688,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,994,130 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $206,383,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,939,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,999,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,195,188 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $181,383,995 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $186,744,602 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To raise funds and support for Boise State University's programs, prudently manage all private funds donated to the University, and act as an envoy and link between the University and its constituencies. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,272,071 | ExpenseAmt |
| Grant | $5,272,071 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Foundation administers 1,234 different scholarships for Boise State University. Applicants are required to write an essay, provide transcripts, and if applying for scholarships requiring financial need applicants must include the Free Application for Federal Student Aid report (FAFSA). Other requirements may be included, depending on the scholarship. During fiscal year end June 30, 2018, the Foundation distributed 1,886 scholarship awards to 1,894 recipients. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,719,885 | ExpenseAmt |
| Grant | $3,719,885 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Foundation provides support services for both the Bronco Athletic Association and the BSU Alumni Association. This includes, but is not limited to, member lists, data entry and updates, financial support through donation receipts, reporting, and other ad hoc services as they are needed such as managing registration for events. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,706,968 | ExpenseAmt |
| Grant | $30,274,728 | GrantAmt |
| Revenue | $5,873,323 | RevenueAmt |
| Desc | The Foundation provides for general support for Boise State University. Some highlights for the fiscal year end June 30, 2018 include the continued support of the Fine Arts Building and Material Sciences Building, the PhD Program for Materials Science and Engineering, Computer Science, STEM, College of Health Sciences, research in public policy, education, arts and sciences and other various support programs at Boise State University. The Foundation also funded the creation and support of the College of Innovation and Design.The Foundation was able to gift to BSU two buildings during the fiscal year. They were the Alumni and Friends Center and the Ruch Engineering Building. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $39,698,924 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 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 | 0 | 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anne Sorenson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2084262372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 University Drive | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Royanne F Minskoff | ||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John R Gale | ||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Patricia Olsson | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| George H Juetten | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mary C Adcox | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Candice D Allphin | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Emily R Baker | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eileen L Barber | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tom M Beitia | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eric L Bouchard | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey W Casey | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin M Chen | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James D Crawford | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ted Epperly | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James T Girvan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John A Grizzaffi | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Randall L Hales | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jay L Hawkins | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert F Heffner | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ernest A Hoidal | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Rod P MacKinnon | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bernadette M Madarieta | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jason T Manning | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Maynard | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael S Mers | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ronald S Meyers | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Neil W Nelson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Rob R Perez | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Rodney Reider | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Debra K Riedel | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Christopher W Roth | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bonnie P Schwenkfelder | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brandy N Stemmler | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David J Terrell | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Louis D Voulelis | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David S Wali | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Holli H Woodings | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Chris Anton thru Oct 2017 | ||||||
| Chief Operating & Investment Officer | 40.00 | Yes (X) | $136,861 | $0 | $10,367 | |
| Paul Powell from Feb 2018 | ||||||
| Executive Director | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $136,861 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,367 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $437,021 | MembershipDuesAmt |
| Related Organizations | $410,448 | RelatedOrganizationsAmt |
| All Other Contributions | $18,440,613 | AllOtherContributionsAmt |
| Noncash Contributions | $6,787,516 | NoncashContributionsAmt |
| Total Contributions | $19,288,082 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program Income | 611710 | $5,709,406 | $5,709,406 |
| Membership Dues | 611710 | $153,784 | $153,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,863,190 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,913,259 | TotalRevenueColumnAmt |
| Exclusion | $3,913,259 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,519,490 | SecuritiesAmt |
| Other | $990,496 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $181,330,290 | SecuritiesAmt |
| Other | $47,455 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,189,200 | SecuritiesAmt |
| Other | $943,041 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,132,241 | TotalRevenueColumnAmt |
| Exclusion | $2,132,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $70,940 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $1,019 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,921 | TotalRevenueColumnAmt |
| Exclusion | $69,921 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Gain On Transfer Of Assets | 531390 | $15,331,029 | $15,331,029 | |
| Amortization Of Deferred Revenue | 900099 | $10,133 | $10,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,341,162 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,607,855 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,873,323 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,446,450 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,994,613 | TotalAmt |
| Program Services | $33,994,613 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,272,071 | TotalAmt |
| Program Services | $5,272,071 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,801 | TotalAmt |
| Management And General | $127,621 | ManagementAndGeneralAmt |
| Fundraising | $14,180 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,065 | TotalAmt |
| Management And General | $561,512 | ManagementAndGeneralAmt |
| Fundraising | $842,553 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,003 | TotalAmt |
| Management And General | $78,843 | ManagementAndGeneralAmt |
| Fundraising | $137,160 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,402 | TotalAmt |
| Management And General | $149,294 | ManagementAndGeneralAmt |
| Fundraising | $364,108 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,977 | TotalAmt |
| Management And General | $50,677 | ManagementAndGeneralAmt |
| Fundraising | $30,300 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,133 | TotalAmt |
| Program Services | $12,427 | ProgramServicesAmt |
| Management And General | $30,706 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,375 | TotalAmt |
| Program Services | $1,525 | ProgramServicesAmt |
| Management And General | $32,850 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,096 | TotalAmt |
| Program Services | $332,677 | ProgramServicesAmt |
| Management And General | $167,419 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,457 | TotalAmt |
| Program Services | $13,987 | ProgramServicesAmt |
| Management And General | $45,470 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,745 | TotalAmt |
| Program Services | $16,357 | ProgramServicesAmt |
| Management And General | $11,277 | ManagementAndGeneralAmt |
| Fundraising | $111 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,873 | TotalAmt |
| Management And General | $81,794 | ManagementAndGeneralAmt |
| Fundraising | $75,079 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,808 | TotalAmt |
| Program Services | $400 | ProgramServicesAmt |
| Management And General | $7,408 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,039 | TotalAmt |
| Program Services | $5,020 | ProgramServicesAmt |
| Fundraising | $50,019 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,396 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
| Management And General | $219,396 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,895 | TotalAmt |
| Management And General | $268,895 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,006 | TotalAmt |
| Program Services | $14,958 | ProgramServicesAmt |
| Management And General | $9,609 | ManagementAndGeneralAmt |
| Fundraising | $439 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues & Subscriptions | $33,438 | $7,674 | $25,694 | $70 |
| Printing & Publications | $2,618 | $2,618 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,914 | TotalAmt |
| Program Services | $7,215 | ProgramServicesAmt |
| Management And General | $14,086 | ManagementAndGeneralAmt |
| Fundraising | $515,613 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,613,725 | TotalAmt |
| Program Services | $39,698,924 | ProgramServicesAmt |
| Management And General | $1,885,169 | ManagementAndGeneralAmt |
| Fundraising | $2,029,632 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,668,752 | BOYAmt |
| EOY | $3,013,780 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,545,625 | BOYAmt |
| EOY | $8,010,949 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,508,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,245 | BOYAmt |
| EOY | $99,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $659,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,056,337 | BOYAmt |
| EOY | $659,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,368,024 | BOYAmt |
| EOY | $134,710,877 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,797,674 | BOYAmt |
| EOY | $44,610,336 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,436,148 | BOYAmt |
| EOY | $3,809,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,383,805 | BOYAmt |
| EOY | $194,939,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,827 | BOYAmt |
| EOY | $1,929,870 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,802,901 | BOYAmt |
| EOY | $232,976 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,273 | BOYAmt |
| EOY | $1,018,923 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,325,345 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,255,872 | BOYAmt |
| EOY | $3,003,419 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,592 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,999,810 | BOYAmt |
| EOY | $8,195,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,335,688 | BOYAmt |
| EOY | $15,403,566 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,200,504 | BOYAmt |
| EOY | $77,665,698 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,847,803 | BOYAmt |
| EOY | $93,675,338 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,383,995 | BOYAmt |
| EOY | $186,744,602 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,383,805 | BOYAmt |
| EOY | $194,939,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,994,130 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,577,477 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$211,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,872,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,887,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,071,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,389,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,288,082 | CurrentTaxYearAmt |
| Total | $118,507,709 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,872,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,887,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,071,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,389,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,288,082 | CurrentTaxYearAmt |
| Total | $118,507,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,299,797 | SubstantialContributorsTotAmt |
| Public Support Total170 | $103,207,912 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,174,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,106,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,055,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,261,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,913,259 | CurrentTaxYearAmt |
| Total | $16,512,564 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $40,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,133 | CurrentTaxYearAmt |
| Total | $90,963 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $135,111,236 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,283,188 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Amortization of deferred revenue - 2015 Amount: $ 40,415. 2016 Amount: $ 40,415. 2017 Amount: $ 10,133. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,443,617 | BeginningYearBalanceAmt |
| Contributions | $7,099,568 | ContributionsAmt |
| Investment Earnings Or Losses | $6,836,494 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,117,213 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,510,861 | AdministrativeExpensesAmt |
| End Year Balance | $114,751,605 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,708,402 | BeginningYearBalanceAmt |
| Contributions | $1,329,531 | ContributionsAmt |
| Investment Earnings Or Losses | $12,578,341 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,823,836 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,348,821 | AdministrativeExpensesAmt |
| End Year Balance | $105,443,617 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,020,722 | BeginningYearBalanceAmt |
| Contributions | $4,131,556 | ContributionsAmt |
| Investment Earnings Or Losses | -$958,716 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,344,435 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,140,725 | AdministrativeExpensesAmt |
| End Year Balance | $96,708,402 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,665,945 | BeginningYearBalanceAmt |
| Contributions | $5,967,765 | ContributionsAmt |
| Investment Earnings Or Losses | $1,408,562 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,223,133 | GrantsOrScholarshipsAmt |
| Other Expenditures | $267,381 | OtherExpendituresAmt |
| Administrative Expenses | $1,531,036 | AdministrativeExpensesAmt |
| End Year Balance | $98,020,722 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,399,459 | BeginningYearBalanceAmt |
| Contributions | $3,807,491 | ContributionsAmt |
| Investment Earnings Or Losses | $13,191,625 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,568,064 | GrantsOrScholarshipsAmt |
| Other Expenditures | $739,633 | OtherExpendituresAmt |
| Administrative Expenses | $1,424,933 | AdministrativeExpensesAmt |
| End Year Balance | $95,665,945 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03370 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.81640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $659,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $659,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $659,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| International Equity Funds | $36,350,880 | F |
| Private Equity Investments | $2,278,765 | F |
| Real and Specialty Assets | $5,075,761 | F |
| Hedge Funds | $492,515 | F |
| Insurance Annuities | $412,415 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $44,610,336 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest Payable | Desc |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,514,922 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,577,477 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $27,862 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,019 | OtherRevenueAmt |
| Revenue Not Reported | $2,606,358 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,908,564 | RevenueSubtotalAmt |
| Other Revenues Not Included | $699,291 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $699,291 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,607,855 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,154,315 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $27,862 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,019 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $28,881 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,125,434 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $488,291 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $488,291 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,613,725 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The Foundation acts as trustee for various revocable and irrevocable trusts. These trusts are governed by the respective trust agreements, which generally provide for either an income stream or a future distribution of cash or other assets to the Foundation, in whole or in part, for a specified period or upon the occurrence of a specific event, respectively. If a trust is revocable, or if the maker of the trust reserves the right to replace the Foundation as the beneficiary of the trust, the Foundation records the assets placed in trust at fair value, with an equal and offsetting liability until such time the Foundation receives distributions from the trust in accordance with its terms. If the trust is irrevocable, the trust assets are recorded at fair value, and a related liability for future payments to be made to the specified beneficiaries is recorded at fair value using present value techniques and risk-adjusted discount rates. The excess of contributed assets over the trust liability is recorded as a temporarily or permanently restricted contribution until such amount is received via trust distribution and/or is expended in satisfaction of the restricted purpose stipulated by the trust agreement, if any, at which time temporarily restricted net assets are released to unrestricted net assets and permanently restricted net assets are transferred to the endowment. In subsequent years, the liability for future trust payments to the donor is reduced by payments made to the donor and is adjusted to reflect changes in the fair value of the liability at the end of the year. Upon termination of the trust, the remaining liability is removed and recognized as income. In addition, the Boise State Public Radio (BSPR), an operating division of the University, transferred assets to the Foundation for investment and management, which are included in amounts held in custody for others. |
| Part V, Line 4: | The intent of the endowment fund is to permanently maintain funds that are limited by donor-imposed restrictions that neither expire by the passage of time nor can be fulfilled or otherwise removed by action of the Foundation. The restrictions stipulate that resources be maintained permanently, but permit the Foundation to expend the investment revenues and gains generated through the invested funds with the purpose of providing distributions that will be used to provide scholarship and operating funds for the University and the Foundation. |
| Part X, Line 2: | The Foundation is organized as an Idaho nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as organizations described in Section 501(c)(3), qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and has been determined not to be a private foundation under Section 509(a)(1). The Foundation is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. Currently, the Foundation has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The Foundation believes that it has appropriate support for tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
| Part XI, Line 2d - Other Adjustments: | Special event and gaming expense reported with revenue for tax purposes. 1,019. |
| Part XI, Line 4b - Other Adjustments: | Expenses recorded in revenue on financial statements. 699,291. |
| Part XII, Line 2d - Other Adjustments: | Special event and gaming expense reported with revenue for tax purposes. 1,019. |
| Part XII, Line 4b - Other Adjustments: | Expenses recorded with revenue on financial statements. 488,291. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Investment | $9,257,000 |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Expenditures | $555,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,812,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,812,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule F | FormAndLineReferenceDesc |
| Explanation | Information provided on Schedule F relates to the Foundation's direct and indirect investments during the tax period. The Foundation has evaluated potential foreign filing requirements, and has filed respective forms. None of the Foundation's ownership interests in foreign corporations requires a Form 5471 to be filed for the tax period. In addition, the investment partnerships have properly filed Form 8621, or the underlying investments did not generate any unrelated business income triggering the filing of the form. Transfers of capital were all under the $100,000 threshold so Form 926 is not required. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Bronco Dairy Boosters | Event1Nm |
| Gross Receipts Event1 | $70,940 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $70,940 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $251 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $768 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $70,940 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $70,940 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $251 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $768 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,019 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $69,921 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| Bronco Athletic Association Inc | ||||||||||
| 1910 University Drive | Boise | ID | 83725 | 826026578 | 501(c)(3) | $3,331,545 | Support of athletic programs and student athletes | |||
| Boise State University Alumni Association Inc | ||||||||||
| 1910 University Drive | Boise | ID | 83725 | 820289531 | 501(c)(3) | $388,340 | Support of development and advancement of Boise State University | |||
| Boise State University | ||||||||||
| 1910 University Drive | Boise | ID | 83725 | 820290701 | State of Idaho | $13,447,975 | Support of academic, athletic and administrative departments. | $16,826,753 | FMV | Real assets and property. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 1894 | RecipientCnt |
| Cash Grant | $5,272,071 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The vast majority of our scholarships and payments go to Boise State University. These distributions are made from the Foundation or through distributions from Bronco Athletic Association and Boise State University Alumni Association. We rely on the University's record keeping to make sure the scholarships and payments conform to their requirements. The Foundation awards certain scholarships directly, but remits the payment to BSU for those scholarships. The students self report and submit a FASFA to show that they qualify for the scholarships. |
| Form 990, Schedule I, Part III | Scholarship recipients are tracked via a database. The athletic scholarships are provided by the compliance team. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris Anton thru Oct 2017 | PersonNm |
| Title | Chief Operating & Investment Officer | TitleTxt |
| Base Compensation Filing Org | $136,861 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,367 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $147,228 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule J, Part II: | FormAndLineReferenceDesc |
| Explanation | The Chief Operating and Investment Officer and the Executive Director are employees of Boise State University an unrelated organization. They receive compensation from Boise State University for the services provided to the Foundation. The calendar year 2017 compensation is reported in Part II. The Executive Director joined after the end of 2017 so does not have calendar year compensation. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,150,310 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg High/Low | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $615,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Life Insurance Policies | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,206 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Surrender Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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 | The number of contributions is the unique number of contributors. The Foundation policy for all security gifts is to sell immediately. The Sales are completed by Foundation staff, most of which are donated through an account at Charles Schwab. The Foundation consultants do no buy or sell for the Foundation, rather, they make a recommendation and we complete the transaction. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Lines 2a/2b & Part IX, Lines 5-10: | All Foundation employees are employed by Boise State University. The Foundation reports zero Form W-2s filed because the University handles all related payroll filings. The Foundation reports salary, benefits and payroll tax expense in functional expenses because the Foundation reimburses the University for these expenses. |
| Form 990, Part VI, Section A, line 1 | The governing body of the organization delegates authority to act on its behalf to the Executive Committee. The Executive Committee consists of the Chair, Vice Chair, Secretary, Treasurer, immediate Past Chair, and the Chairs of the following Board committees: Audit; Governance; Real Estate; Investment; Scholarship. All members of the Executive Committee are voting Directors. The Executive Committee shall exercise all powers of the Board between the meetings of said Board, except the Executive Committee may not take any of the following actions: (i) authorize distributions, (ii) approve dissolution, merger or the sale, pledge or transfer of all or substantially all of the Foundation's assets, (iii) elect, appoint, or remove Directors or fill vacancies on the Board of Directors on any of its committees, or (iv) adopt, amend, or repeal the Articles of the Bylaws. |
| Form 990, Part VI, Section A, line 4 | During the year, the following significant changes were made to the bylaws: 1. Change Director terms from 3/3/3 year terms to 2/4/3 year terms. 2. Move from fixed number of Directors to variable number of directors. 3. Change some titles for executive officers. 4. Add position of Immediate Past Chair. 5. Add position of Executive Director and eliminate positions of COO and CIO. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed by the Foundation staff prior to being provided to the Audit Committee. The Audit Committee reviews and recommends approval to the Executive Committee who gives final approval. The Board is informed of the Executive Committee's approval and a copy of the Form 990 is made available to the Board. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest policy covers Directors, Officers, all employees, and others who can influence the actions of the Foundation. Determinations are made by the Board or a committee of the Board, if appropriate. The Board or Executive Committee will determine whether a conflict exists, and, in the case of an existing conflict, whether the contemplated transaction may be authorized as just, fair, and reasonable to the Foundation. The decision of the Board or Executive Committee on these matters will rest in their sole discretion, and their concern must be the welfare of the Foundation and advancement of its purpose. If a conflict of interest were to arise involving a member of the Board or Executive Committee, the individual is required to recuse themselves from voting on the issue. |
| Form 990, Part VI, Section B, line 15a | The Chief Operating and Investment Officer and the Executive Director are employees of Boise State University who are loaned to the Foundation and are responsible for Foundation operations. The University performs compensation studies and coordinates compensation in conjunction with state legislature appropriations. |
| Form 990, Part VI, Section C, line 19 | The Foundation's governing documents are not available for public review. The Form 990 is available upon request. |
| Form 990, Part XI, line 9: | Impairment on property held for investment. -211,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Edmund E & Alice R Palmatier Charitable Trust | ||||||||||
| c/o Wells Fargo Bank One West Fourt | WinstonSalem | NC | 27101 | 943233102 | Distribution of scholarship awards | ID | 501(c)(3) | PF | Boise State University Foundation | Yes (1) |
| The Frances J Woods Charitable Trust | ||||||||||
| c/o Wells Fargo Bank One West Fourt | WinstonSalem | NC | 27101 | 311564469 | Distribution of scholarship awards | ID | 501(c)(3) | PF | Boise State University Foundation | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (7) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Distributions for Scholarship Awards | PrimaryActivitiesTxt |
| Legal Domicile State | ID | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Edmund E and Alice R Palmatier Charitable Trust | ||
| C | $176,148 | FMV |
| The Frances J Woods Charitable Trust | ||
| C | $65,984 | FMV |
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