2017-11-13T10:03:24-06:00 2017-06-30 232108173 RKL LLP PO BOX 8408 LANCASTER PA 176048408 990 2016-07-01 236435616 MILLERSVILLE UNIVERSITY FOUNDATION MILL 7178714088 DUNCAN ALUM HS 207 N GEORGE ST MILLERSVILLE PA 17551 DEBRA ORDWAY CONTROLLER 7178714088 2017-11-10 1 MOLLY L RAMOS CPA P00399762 7173945666 2017-11-09 50.200.65.190 2017-11-10 07:41:04 ES P 84763887A726337ED125C036FB8ECA22DB28EAD1 858D3D31AFAEB25414B49DA530E7F158620AFD44 2016 2017-02-10 21:41:12Z MR JAN GRAYBILL 3440 HAMILTON BLVD ALLENTOWN PA 18103 31311481 0 X WWW.MILLERSVILLE.EDU/SERVICES/MUFOUNDATION X 1966 PA MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 26 26 0 26 0 0 529206 2790278 0 0 793740 7059830 24167 55711 1347113 9905819 769838 1270262 0 0 0 0 0 0 115541 532290 221826 1302128 1492088 44985 8413731 28257968 33952219 1579282 2524752 26678686 31427467 MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. 0 0 1270262 1270262 ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY. 1270262 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X DEBRA ORDWAY 7178714088 MILLERSVILLE UNIVERSITY MILLERSVILLE PA 17551 X MR JAN L GRAYBILL PRESIDENT 1.00 X X 0 0 0 MS ANNE C JACKSON VICE PRESIDENT 0.30 X X 0 0 0 DR SAUL W FINK SECRETARY 0.30 X X 0 0 0 MR BARRY E MILLER TREASURER (TERM ENDED 12/31/16) 0.30 X X 0 0 0 MS JACLYN T BELEW DIRECTOR 0.30 X 0 0 0 DR DANIEL R BIEMESDERFER DIRECTOR 0.30 X 0 0 0 MS NEYSA F CALLAHAN DIRECTOR 0.30 X 0 0 0 DR BENJAMIN J DELTITO DIRECTOR 0.30 X 0 0 0 MS CORIN DUNDORE DIRECTOR 0.30 X 0 0 0 MR STEPHEN J FELLIN DIRECTOR (TERM ENDED 12/31/16) 0.30 X 0 0 0 MR JOSEPH W GARNER DIRECTOR 0.30 X 0 0 0 DR MICHAEL R GUMPPER DIRECTOR 0.30 X 0 0 0 MR JACK W HIGHFILL DIRECTOR 0.30 X 0 0 0 DR DARRYL L LANDIS DIRECTOR 0.30 X 0 0 0 DR JULIE A LOMBARDI DIRECTOR 0.30 X 0 0 0 MS ELIZABETH H MARTIN DIRECTOR 0.30 X 0 0 0 DR WILLIAM B MCILWAINE DIRECTOR 0.30 X 0 0 0 MR ROBERT E PATTERSON DIRECTOR 0.30 X 0 0 0 MR GERALD S ROBINSON ESQ DIRECTOR 0.30 X 0 0 0 MS KATHRYN R ROSS DIRECTOR 0.30 X 0 0 0 MS ROBIN RUSSO DIRECTOR 0.30 X 0 0 0 DR CYNTHIA E TAYLOR DIRECTOR 0.30 X 0 0 0 MR JAMES D WARNER DIRECTOR 0.30 X 0 0 0 MR JOHN G WILLIAMS DIRECTOR 0.30 X 0 0 0 MS ANN S WOMBLE DIRECTOR 0.30 X 0 0 0 MR ANTOINE R WRIGHT DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 2790278 169072 2790278 533669 533669 27931823 21405662 6526161 6526161 6526161 RECOVERY OF PREVIOUSLY UNCOLLECTI 523920 55530 55530 MISCELLANEOUS INCOME 523920 181 181 55711 9905819 0 0 7115541 289225 289225 981037 981037 2728 2728 9900 9900 79085 79085 548 548 9752 9752 UNIVERSITY FUNDRAISING 115541 115541 MISCELLANEOUS EXPENSE 4272 4272 1492088 1270262 106285 115541 577651 1764320 363693 1193130 27119636 30875707 196988 119062 28257968 33952219 25541 36272 1553741 2488480 1579282 2524752 X 218915 254981 4213161 6055056 22246610 25117430 26678686 31427467 28257968 33952219 X 8413731 -3726104 61154 X X 0 1 X 1 0 X 2472609 734852 776049 529206 2790278 7302994 2472609 734852 776049 529206 2790278 7302994 973543 6329451 523399 423523 602785 559828 533669 2643204 6088 61899 5218 24167 55711 153083 10099281 0.62670 0.62730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2012 AMOUNT: $ 6,088. 2013 AMOUNT: $ 61,899. 2014 AMOUNT: $ 5,218. MISCELLANEOUS INCOME - 2015 AMOUNT: $ 24,167. 2016 AMOUNT: $ 181. RECOVERY OF BAD DEBT - 2016 AMOUNT: $ 55,530. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26459771 2864993 3350263 1270262 232279 31172486 27921068 523177 -806948 764838 412688 26459771 27814129 771455 326970 788419 203067 27921068 24716947 734852 3135961 773631 27814129 20638111 2472585 2437776 831525 24716947 0.00000 0.79520 0.20480 0 0 0 AGENCY FUNDS 2301867 PRESENT VALUE OF GIFT ANNUITY PAYABLE 186613 2488480 X 6481124 -3726104 294741 62198 -3369165 9850289 55530 55530 9905819 1732343 294741 1044 295785 1436558 55530 55530 1492088 PART V, LINE 4: TO PROVIDE FUNDS FOR SCHOLARSHIPS AND AWARDS TO SUPPORT STUDENTS AND PROGRAMS OF MILLERSVILLE UNIVERSITY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENT. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENT. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE 1,044. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 61,154. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF UNCOLLECTIBLE PLEDGES 55,530. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV OF LIFE INSURANCE 1,044. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF UNCOLLECTIBLE PLEDGES 55,530. 1 MILLERSVILLE UNIVERSITY PO BOX 1002 MILLERSVILLE PA 175510302 232397926 501(C)(3) 289225 TO SUPPORT LECTURESHIPS, DEPARTMENTAL EXPENSES, PRESIDENTIAL DISCRETIONARY EXPENSES. 1 0 SCHOLARSHIP/AWARDS 437 981037 PART I, LINE 2: THE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA. X 11 169072 MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CONTROLLER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS ENFORCED WITH EDUCATION AND DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 61,154. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT AS OUTLINED IN ARTICLE VII SECTION 6 OF THE BYLAWS. THE AUDIT COMMITTEE DETERMINES WHEN AN RFP FOR AUDITING SERVICES NEEDS TO BE ISSUED TO SOLICIT BIDS FOR SERVICES. THEY EVALUATE THE RESPONSES AND SELECT THE FIRM THEY FEEL WILL BEST SERVE THE NEEDS OF THE FOUNDATION. THE STAFF LIAISON FROM THE ADVANCEMENT OFFICE AND THE UNIVERSITY CONTROLLER PROVIDE TECHNICAL AND CLERICAL ASSISTANCE IN THE PROCESS.