UNIVERSITY OF WYOMING FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WYOMING FOUNDATION (EIN 83-0201971)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-14
- IRS object ID
- 201743189349312529
- Schema version
- 2016v3.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T17:31:56-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010724563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTON COLLINS MITCHELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH 3RD STREET SUITE 100 | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830201971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WYOMING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3077663939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 22ND STREET | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ANN GARMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3077663939 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS TSCHACHER | PreparerPersonNm |
| PTIN | P00297942 | PTIN |
| Phone | 3077551040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.241.164.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 16:02:42 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4D4F778EF74C1C2CE2DF814272F449BFFD3CC691 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4D4F778EF74C1C2CE2DF814272F449BFFD3CC691 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ANN GARMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 22ND STREET | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $188,623,747 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.UWYO.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | WY | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $914,554 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,445,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,044,193 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,102,575 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,959,863 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,169,992 | PYOtherRevenueAmt |
| CY Other Revenue | $1,792,806 | CYOtherRevenueAmt |
| PY Total Revenue | $62,718,498 | PYTotalRevenueAmt |
| CY Total Revenue | $58,796,862 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,356,601 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $54,364,764 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,612,752 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,283,950 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $65,582 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,228,414 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,813,110 | PYOtherExpensesAmt |
| CY Other Expenses | $9,115,860 | CYOtherExpensesAmt |
| PY Total Expenses | $60,782,463 | PYTotalExpensesAmt |
| CY Total Expenses | $68,830,156 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,936,035 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,033,294 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $612,253,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $640,762,550 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $235,039,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $241,086,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $377,213,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $399,676,006 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,743,007 | ExpenseAmt |
| Grant | $19,743,007 | GrantAmt |
| Desc | FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING IN SUPPORT OF ITS VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS FOR RESEARCH, ENVIRONMENTAL AND NATURAL RESOURCES SYMPOSIA, DISCRETIONARY USE, ETC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,878,921 | ExpenseAmt |
| Grant | $5,878,921 | GrantAmt |
| Desc | FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,742,836 | ExpenseAmt |
| Grant | $28,742,836 | GrantAmt |
| Desc | FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $54,364,764 | 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 | 0 | 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 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | 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 | 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY ANN GARMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3077663939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 22ND STREET | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BEN BLALOCK | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $257,998 | $170,551 | $116,183 | ||
| THOMAS BOTTS | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN CLAY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHAD DEATON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TAD HERZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK HIGGINS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG HILL | |||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY HOOPER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| APRIL BRIMMER KUNZ | |||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT MACDONALD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY SHAFER-MALICKI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK MENDICINO SR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN PAMERLEAU | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN PICKARD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RON SALVAGIO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SHERMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS STARK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD TAGGART | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY CLINE | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG DYEKMAN | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAYTON HARTMAN | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT NEU | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK RILE | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY SAGER | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN SIMPSON | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY WHITNEY | |||||||||
| EMERITUS VOTING MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ANN GARMAN | |||||||||
| CFO, TREASURER | 40.00 | 0.00 | Yes (X) | Yes (X) | $35,248 | $139,752 | $36,456 | ||
| MARY IVANOFF | |||||||||
| ASSOCIATE SECRETARY | 40.00 | 0.00 | Yes (X) | $27,080 | $135,420 | $40,914 | |||
| JOHN STARK | |||||||||
| SENIOR VP OF DEVELOPMENT | 40.00 | 0.00 | $38,836 | $156,032 | $44,375 | Yes (X) | |||
| TOBY MARLATT | |||||||||
| VP MARKETING | 40.00 | 0.00 | $27,080 | $135,420 | $37,483 | Yes (X) | |||
| JOHN SMALL | |||||||||
| SNR ASSOCIATE FOR DEVELOPMENT | 40.00 | 0.00 | $0 | $130,047 | $34,829 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $386,242 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $867,222 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $310,240 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEKETA INVESTMENT GROUP INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 SE SPOKANE ST SUITE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT CONSULTING | ServicesDesc |
| Compensation | $425,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,450,259 | RelatedOrganizationsAmt |
| All Other Contributions | $32,593,934 | AllOtherContributionsAmt |
| Noncash Contributions | $5,174,949 | NoncashContributionsAmt |
| Total Contributions | $36,044,193 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,031,868 | TotalRevenueColumnAmt |
| Exclusion | $3,031,868 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,368 | TotalRevenueColumnAmt |
| Exclusion | $73,368 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $147,745,880 | SecuritiesAmt |
| Other | $9,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,818,319 | SecuritiesAmt |
| Other | $8,566 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,927,561 | SecuritiesAmt |
| Other | $434 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,927,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,927,995 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| UBIT INCOME | 523000 | $914,554 | $914,554 | |
| OTHER REVENUE | 561499 | $804,884 | $804,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,719,438 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,796,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,732,879 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $914,554 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,105,236 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,364,764 | TotalAmt |
| Program Services | $54,364,764 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,939,057 | TotalAmt |
| Management And General | $752,475 | ManagementAndGeneralAmt |
| Fundraising | $3,186,582 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,893 | TotalAmt |
| Management And General | $290,507 | ManagementAndGeneralAmt |
| Fundraising | $1,054,386 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,579 | TotalAmt |
| Management And General | $31,579 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,582 | TotalAmt |
| Fundraising | $65,582 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,848,187 | TotalAmt |
| Management And General | $5,848,187 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,944 | TotalAmt |
| Management And General | $137,936 | ManagementAndGeneralAmt |
| Fundraising | $213,008 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,481 | TotalAmt |
| Management And General | $62,353 | ManagementAndGeneralAmt |
| Fundraising | $64,128 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,950 | TotalAmt |
| Management And General | $31,950 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,580 | TotalAmt |
| Management And General | $34,623 | ManagementAndGeneralAmt |
| Fundraising | $243,957 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,972 | TotalAmt |
| Management And General | $42,712 | ManagementAndGeneralAmt |
| Fundraising | $60,260 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,124 | TotalAmt |
| Management And General | $146,124 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,241,775 | TotalAmt |
| Management And General | $1,241,775 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,067 | TotalAmt |
| Management And General | $65,067 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| INVESTMENT COUNCIL FEES | $425,000 | $425,000 | |
| PAYROLL LIABILITY CHANG | $304,459 | $73,507 | $230,952 |
| DONOR RELATIONS | $139,451 | $47,959 | $91,492 |
| PROFESSIONAL DEVELOPMEN | $23,291 | $5,224 | $18,067 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,830,156 | TotalAmt |
| Program Services | $54,364,764 | ProgramServicesAmt |
| Management And General | $9,236,978 | ManagementAndGeneralAmt |
| Fundraising | $5,228,414 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,630 | BOYAmt |
| EOY | $936,159 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,348,129 | BOYAmt |
| EOY | $33,233,607 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,428 | BOYAmt |
| EOY | $546,225 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,296 | BOYAmt |
| EOY | $116,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,612,703 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,756,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,076,007 | BOYAmt |
| EOY | $31,856,268 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,041,967 | BOYAmt |
| EOY | $325,988,422 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,969,272 | BOYAmt |
| EOY | $248,085,620 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,253,729 | BOYAmt |
| EOY | $640,762,550 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,400,304 | BOYAmt |
| EOY | $9,885,532 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,639,691 | BOYAmt |
| EOY | $231,201,012 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,039,995 | BOYAmt |
| EOY | $241,086,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,222,397 | BOYAmt |
| EOY | $49,829,528 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,313,943 | BOYAmt |
| EOY | $133,996,025 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,677,394 | BOYAmt |
| EOY | $215,850,453 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,213,734 | BOYAmt |
| EOY | $399,676,006 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,253,729 | BOYAmt |
| EOY | $640,762,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,033,294 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,495,566 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,648,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,992,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,245,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,445,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,044,192 | CurrentTaxYearAmt |
| Total | $238,375,627 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,648,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,992,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,245,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,445,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,044,192 | CurrentTaxYearAmt |
| Total | $238,375,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $238,375,627 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $769,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,380,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $627,042 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,105,236 | CurrentTaxYearAmt |
| Total | $5,949,689 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $583,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $444,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $914,554 | CurrentTaxYearAmt |
| Total | $1,942,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $246,267,687 | TotalSupportAmt |
| Public Support CY170 | 0.96800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $246,159,745 | BeginningYearBalanceAmt |
| Contributions | $12,551,241 | ContributionsAmt |
| Investment Earnings Or Losses | $24,400,048 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,079,975 | OtherExpendituresAmt |
| End Year Balance | $273,031,059 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,430,521 | BeginningYearBalanceAmt |
| Contributions | $6,002,153 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,054,586 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,218,343 | OtherExpendituresAmt |
| End Year Balance | $246,159,745 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,809,386 | BeginningYearBalanceAmt |
| Contributions | $24,089,627 | ContributionsAmt |
| Investment Earnings Or Losses | $1,908,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,376,931 | OtherExpendituresAmt |
| End Year Balance | $258,430,521 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,291,324 | BeginningYearBalanceAmt |
| Contributions | $6,098,207 | ContributionsAmt |
| Investment Earnings Or Losses | $27,768,341 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,348,486 | OtherExpendituresAmt |
| End Year Balance | $240,809,386 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,421,474 | BeginningYearBalanceAmt |
| Contributions | $12,398,732 | ContributionsAmt |
| Investment Earnings Or Losses | $22,162,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,691,206 | OtherExpendituresAmt |
| End Year Balance | $214,291,324 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,425,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,546,182 | DepreciationAmt |
| Book Value | $29,879,686 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,997,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $864,255 | DepreciationAmt |
| Book Value | $1,132,920 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,189,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $345,998 | DepreciationAmt |
| Book Value | $843,662 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,856,268 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTERNATIONAL EQUITY | $12,050,793 | F |
| LAND | $3,406,973 | F |
| MINERAL LEASE | $8,806 | F |
| PRIVATE EQUITY FUNDS | $73,519,181 | F |
| HEDGE FUNDS | $158,985,157 | F |
| CV OF LIFE INSURANCE | $114,710 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $248,085,620 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHERS | $224,729,013 |
| NOTE PAYABLE- LINE OF CREDIT | $3,505,000 |
| BONDS PAYABLE | $2,905,000 |
| LOAN INTEREST PAYABLE | $32,583 |
| BOND INTEREST PAYABLE | $29,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $231,201,012 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $85,444,241 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,495,566 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $32,495,566 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,948,675 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,848,187 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,848,187 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $58,796,862 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,981,969 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,981,969 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,848,187 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,848,187 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $68,830,156 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $107,859,410 |
| EUROPE | 0 | 0 | INVESTMENTS | $36,766,242 |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | $1,502,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $146,128,445 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $146,128,445 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DOES NOT PROVIDE GRANTS OR OTHER ASSISTANCE OUTSIDE OF THE UNITED STATES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| IMODULES | ||||||||
| PO BOX 205741 | DALLAS | TX | 75320 | ELECTRONIC FUNDRAISING COMMUNICATIONS | 0 | $329,939 | $24,651 | $305,288 |
| RUFFALO CODY | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | SERVICE TO HELP MANAGE CALL CENTER | 0 | $124,000 | $15,931 | $108,069 |
| CROWDFUNDING | ||||||||
| 214 S COLLEGE AVE | FORT COLLINS | CO | 80524 | MAINTAINS PLATFORM TO FUND PROJECTS | 0 | $69,687 | $25,000 | $44,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $523,626 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $65,582 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $458,044 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF WYOMING | ||||||
| 1000 E UNIVERSITY | LARAMIE | WY | 82070 | 836000331 | $19,743,007 | ACADEMIC AND ADMIN |
| UNIVERSITY OF WYOMING | ||||||
| 1000 E UNIVERSITY | LARAMIE | WY | 82070 | 836000331 | $5,878,921 | SCHOLARSHIPS |
| UNIVERSITY OF WYOMING | ||||||
| 1000 E UNIVERSITY | LARAMIE | WY | 82070 | 836000331 | $28,742,836 | CONSTRUCTION |
| (no name) | ||||||
| PRESIDENTS SUPPORT | ||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIPTS AND POSTS GIFTS TO SPECIFICALLY DESIGNATED ACCOUNTS. REQUESTS FOR DISBURSEMENTS ARE CHECKED TO VERIFY THAT THE TYPE OF EXPENSE IS APPROPRIATE FOR THE DONOR IMPOSED RESTRICTIONS ON THAT ACCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEN BLALOCK | ||||||||||||||
| PRESIDENT | $257,998 | $159,876 | $0 | $0 | $0 | $10,675 | $86,222 | $17,743 | $0 | $12,218 | $344,220 | $200,512 | $0 | $0 |
| MARY ANN GARMAN | ||||||||||||||
| CFO, TREASURER | $35,248 | $139,752 | $0 | $0 | $0 | $0 | $0 | $20,094 | $0 | $16,362 | $35,248 | $176,208 | $0 | $0 |
| MARY IVANOFF | ||||||||||||||
| ASSOCIATE SECRETARY | $27,080 | $135,420 | $0 | $0 | $0 | $0 | $0 | $19,456 | $0 | $21,458 | $27,080 | $176,334 | $0 | $0 |
| JOHN STARK | ||||||||||||||
| SENIOR VP OF DEVELOPMENT | $38,836 | $151,164 | $0 | $0 | $0 | $4,868 | $0 | $21,771 | $0 | $22,604 | $38,836 | $200,407 | $0 | $0 |
| TOBY MARLATT | ||||||||||||||
| VP MARKETING | $27,080 | $135,420 | $0 | $0 | $0 | $0 | $0 | $19,417 | $0 | $18,066 | $27,080 | $172,903 | $0 | $0 |
| JOHN SMALL | ||||||||||||||
| SNR ASSOCIATE FOR DEVELOPMENT | $0 | $130,047 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $34,829 | $0 | $164,876 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,123,449 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS FOR PUBICLY TRADED SECURITIES REPORTED ON SCHEDULE M REPRESENT THE NUMBER OF GIFTS RECEIVED AND NOT THE NUMBER OF INDIVIDUAL SHARES RECEIVED. |
| PART I, LINE 32B: | THE FOUNDATION HAS ACCOUNTS AT COMMERCIAL BROKERAGES WHERE SECURITIES ARE RECEIVED AND SOLD. FOR OTHER NONCASH DONATIONS, APPRAISALS ARE REQUESTED FROM QUALIFIED APPRAISERS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS MADE ELECTRONICALLY AVAILABLE TO THE FOUNDATION'S GOVERNING BODY BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION ANNUALLY UPDATES ITS CONFLICT OF INTEREST POLICY AND OBTAINS SIGNED CONTRACTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN REFERENCE TO BOTH LINES 15A AND 15B: COMPENSATION OF CEO, OFFICERS AND KEY EMPLOYEES IS DISCUSSED AT THE FOUNDATION'S BOARD MEETINGS AND DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENTS CAN ALSO BE OBTAINED ON THEIR WEBSITE. |
Comments