2017-05-15T12:25:35-05:00 2016-06-30 910189318 MOSS ADAMS LLP PO BOX 22650 YAKIMA WA 989072650 990 2015-07-01 237017467 CENTRAL WASHINGTON UNIVERSITY FOUNDATION CENT 5099632760 400 E UNIVERSITY WAY BARGE 401 ELLENSBURG WA 98926 SCOTT WADE EXECUTIVE DIRECTOR 5099632760 2017-05-11 1 HANNA KORESKI P01362850 5092487750 2017-05-11 2015 2021-01-29 14:40:06Z SCOTT WADE 400 E UNIVERSITY WAY BARGE 401 ELLENSBURG WA 98926 6797896 0 X WWW.CWU.EDU X 1968 WA SEE PAGE 2, LINE 1. 17 16 0 17 0 0 2446058 3864552 0 0 3261586 504460 289763 309317 5997407 4678329 949442 1054020 0 0 215744 242210 0 0 93141 1146226 1441598 2311412 2737828 3685995 1940501 25016338 26399019 415238 253680 24601100 26145339 THE CENTRAL WASHINGTON UNIVERSITY FOUNDATION IS A PARTNERSHIP OF COMMITTED VOLUNTEERS WORKING IN CONCERT WITH DONORS, ALUMNI, FRIENDS, AND THE UNIVERSITY COMMUNITIES TO RAISE PRIVATE FUNDS THAT SUPPORT THE STUDENTS, FACULTY AND PROGRAMS AT CENTRAL WASHINGTON UNIVERSITY. 0 0 1054020 1054020 SCHOLARSHIPS FOR STUDENTS: MAJORITY IS ALLOCATED TO CWU TO ASSIST INDIVIDUALS. 1264357 PROGRAM SUPPORT FOR ACADEMIC PROGRAMS: SEMINARS, COLLOQUIMS, TRAVEL, WORKSHOPS, FELLOWSHIPS, HONORARIUMS, PUBLICATIONS AND CONFERENCES. 2318377 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL OR MN WA X JULIANA LOWE 5099632760 400 E UNIVERSITY WAY BARGE 401 ELLENSBURG WA 989267502 X SCOTT WADE EXECUTIVE DIRECTOR 1.00 X 0 0 0 JEFF HENSLER VICE-CHAIR / CHAIR 1.00 X X 0 0 0 PATRICIA GALLOWAY TREASURER 1.00 X X 0 0 0 ANGY MEROLA SECRETARY 1.00 X X 0 0 0 ROBERTS NELLAMS THROUGH 513 CHAIR 1.00 X X 0 0 0 RALPH A CONNER BOARD MEMBER 1.00 X 0 0 0 OZO JACULEWICZ BOARD MEMBER 1.00 X 0 0 0 LYNNAE SCHNELLER BOARD MEMBER 1.00 X 0 0 0 KELLY BENGSTON BOARD MEMBER 1.00 X 0 0 0 JOHN DELANEY BOARD MEMBER 1.00 X 0 0 0 JOE ADAMS BOARD MEMBER 1.00 X 0 0 0 JAMES GAUDINO BOARD MEMBER 1.00 X 0 0 0 GREG LECLAIR BOARD MEMBER 1.00 X 0 0 0 GLADYS GILLIS BOARD MEMBER 1.00 X 0 0 0 GARY WOLF BOARD MEMBER 1.00 X 0 0 0 BRADEN DRAGGOO BOARD MEMBER 1.00 X 0 0 0 BEA KOEMPEL-THOMAS BOARD MEMBER 1.00 X 0 0 0 ARNE HAYNES BOARD MEMBER 1.00 X 0 0 0 AARON CHRISTOPHERSEN BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 1 0 46413 3818139 368530 3864552 668286 668286 1892363 2056189 -163826 -163826 -163826 81664 46413 63378 18286 18286 INVESTMENT ADMIN FEE 900099 291031 291031 291031 4678329 0 0 813777 1054020 1054020 182651 92197 90454 15010 5744 9266 27056 15751 11305 17493 9507 7986 5066 2210 2856 66182 66182 91460 91460 13832 13832 29039 26268 2771 114497 88545 20592 5360 26693 26693 190158 165078 6336 18744 82505 61032 9427 12046 6517 6517 PROGRAM SUPPORT 715416 691834 23582 HOSTING AND CULTIVATING 17239 17239 MEMBERSHIP 14650 4280 245 10125 68344 61386 3684 3274 2737828 2318377 326310 93141 578594 1130096 1108829 1923546 17350 10184 225000 0 225000 23252243 23027345 59322 82848 25016338 26399019 313919 154388 101319 99292 415238 253680 X 1975370 1922071 9314759 10538153 13310971 13685115 24601100 26145339 25016338 26399019 1940501 -396262 0 X 0 1 X 1 0 X 1800515 1916891 2251371 2446058 3864552 12279387 1800515 1916891 2251371 2446058 3864552 12279387 59478 12219909 414691 444744 418600 514084 668286 2460405 14739792 317913 0.82900 0.81070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17909017 361870 67852 522662 353106 17462971 17764437 832137 -166631 520926 17909017 14959338 796659 2489136 480696 17764437 13791998 322671 1499810 603521 51620 14959338 12902722 722239 376955 155138 54780 13791998 0.03440 0.77590 0.18970 1 0 225000 225000 225000 X 5820937 -396262 1475492 63378 1142608 4678329 0 4678329 4276698 1475492 63378 1538870 2737828 0 2737828 PART V, LINE 4: ENDOWMENTS PROVIDE A LONG-TERM STREAM OF INCOME FOR MEETING UNIVERSITY NEEDS. ENDOWMENTS MAY BE DESIGNATED FOR SCHOLARSHIPS, ACADEMIC PROGRAM SUPPORT, GRADUATE FELLOWSHIPS, ENDOWED CHAIRS OR OTHER SPECIFIC AREAS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAXEXEMPT PURPOSE WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION DID NOT ENGAGE IN AN ACTIVITY UNRELATED TO ITS TAXEXEMPT PURPOSE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH REQUIREMENTS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, THE FOUNDATION HAS DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2016 AND 2015. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AGAINST REVENUE ON THE TAX RETURN 63,378. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AGAINST REVENUE ON THE TAX RETURN 63,378. KITNA GOLF 66912 20928 45984 21750 8446 900 5261 HALL OF FAME BANQUET 35115 20485 14630 807 7718 2851 1 26050 5000 21050 10550 4138 957 128077 46413 81664 33107 20302 900 9069 63378 18286 1 CENTRAL WASHINGTON UNIVERSITY 400 E UNIVERSITY WAY BARGE 402 ELLENSBURG WA 98926 911980504 115 1054020 EDUCATIONAL SCHOLARSHIPS 1 0 PART I, LINE 2: QUARTERLY DISBURSEMENTS OF SCHOLARSHIPS ARE REPORTED AND REVIEWED FOR ACCURACY BY CWU FOUNDATION STAFF AND THE CWU SCHOLARSHIP OFFICE. REPORTS CONSIST OF STUDENT ID NUMBERS, NAME OF THE SCHOLARSHIP, AMOUNT OFFERED AND AMOUNT DISBURSED SO THAT THIS CAN BE TRACED TO THE STUDENT FINANCIAL REPORT TO SHOW THE STUDENT RECEIVING THIS AWARD. MONITORING BY THE SYSTEM AND INDIVIDUALS HELP INSURE THAT THE CRITERIA OF THE SCHOLARSHIP GIVEN IS BEING HONORED. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 SCOTT WADE RECEIVED COMPENSATION OF $77,309 FROM CENTRAL WASHINGTON UNIVERSITY FOR SERVICES RENDERED TO CENTRAL WASHINGTON UNIVERSITY FOUNDATION. X 4 1261 FAIR MARKET VALUE X 760 FAIR MARKET VALUE X 9108 FAIR MARKET VALUE X 10 68144 FAIR MARKET VALUE X 2 1500 FAIR MARKET VALUE X 12 5225 FAIR MARKET VALUE X VARIOUS 23 158608 FAIR MARKET VALUE X EQUIPMENT 5 111532 FAIR MARKET VALUE X FURNITURE 1 12392 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE BEFORE FILING AND A FINAL 990 IS GIVEN TO THE BOARD OF DIRECTORS AT THE APRIL MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST GENERAL POLICY STATEMENTS ARE GIVEN TO THE BOARD MEMBERS ANNUALLY. THE STATEMENT REVIEWS OUR POLICY THAT FOR BUSINESS TRANSACTIONS INVOLVING THE FOUNDATION AND THE PERSONAL OR BUSINESS AFFAIRS OF A DIRECTOR, OFFICER, OR STAFF MEMBER SHALL BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS. FURTHER INFORMATION ABOUT SPECIFIC APPLICATION OF FINANCIAL INTERESTS AND RELATIONSHIPS, SPECIAL PRIVILEGES, FAVORS AND USE OF UNIVERSITY PROPERTY IS CONTAINED IN THE POLICY FOR REVIEW. EACH BOARD MEMBER REVIEWS THE POLICY, FILLS OUT THE QUESTIONNAIRE AND SIGNS THAT THEY AGREE TO INFORM THE BOARD CHAIR, EXECUTIVE DIRECTOR AND FELLOW DIRECTORS OF ANY CONFLICT THAT MAY BE DEVELOPING AND IN ALL SUCH CASES THEY WILL ABSTAIN FROM DISCUSSION AND VOTING AND THEIR DISCLOSURE AND ABSTENTION WILL BE A MATTER OF RECORD. THE SIGNED FORM IS RETAINED IN THE CWU FOUNDATION RECORDS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AS DESCRIBED ON PRIVACY POLICY STATEMENT ON THE CENTRAL WASHINGTON UNIVERSITY FOUNDATION WEBSITE. HTTP://WWW.CWU.EDU/FOUNDATION