EMPORIA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EMPORIA STATE UNIVERSITY FOUNDATION (EIN 48-6088461)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-16
- IRS object ID
- 201721369349300127
- Schema version
- 2015v3.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-16T08:22:26-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486088461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPORIA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORINDA DUNCAN | InCareOfNm |
| Business Name Control | EMPO | BusinessNameControlTxt |
| Phone | 6203415440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND STREET | AddressLine1Txt |
| City | EMPORIA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORINDA DUNCAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6203415440 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory M Sullivan | PreparerPersonNm |
| PTIN | P01259107 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORINDA DUNCAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND STREET | AddressLine1Txt |
| City | EMPORIA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,330,314 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EMPORIA.EDU/SAF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | INSPIRING PHILANTHROPY TO CHANGE LIVES AT EMPORIA STATE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 56 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$26,711 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,385,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,144,880 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,673,289 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,817,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,946,406 | PYOtherRevenueAmt |
| CY Other Revenue | $1,497,854 | CYOtherRevenueAmt |
| PY Total Revenue | $15,005,237 | PYTotalRevenueAmt |
| CY Total Revenue | $13,459,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,709,462 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,723,705 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,927,664 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,713,891 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $111,182 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $80,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,236,438 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,037,855 | PYOtherExpensesAmt |
| CY Other Expenses | $899,014 | CYOtherExpensesAmt |
| PY Total Expenses | $9,786,163 | PYTotalExpensesAmt |
| CY Total Expenses | $9,416,610 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,219,074 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,043,283 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,509,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,686,793 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,421,212 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,702,645 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,088,149 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,984,148 | NetAssetsOrFundBalancesEOYAmt |
| Mission | RAISING AND MANAGING PHILANTHROPIC RESOURCES TO ADVANCE THE MISSION OF EMPORIA STATE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,673,705 | ExpenseAmt |
| Grant | $6,673,705 | GrantAmt |
| Desc | SCHOLARSHIPS, GRANTS AND PAYMENTS TO EMPORIA STATE UNIVERSITY FOR GROWTH AND DEVELOPMENT OF CAMPUS AND ACADEMIC ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $142,491 | ExpenseAmt |
| Desc | VARIOUS RELATED EXPENSES INCURRED IN THE OPERATION OF THE FOUNDATION PROGRAM TO PROVIDE SCHOLARSHIPS AND PROMOTE THE GROWTH OF EMPORIA STATE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,816,196 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORINDA DUNCAN | PersonNm |
| Phone | 6203415440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND STREET | AddressLine1Txt |
| City | EMPORIA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|
| STEVE WILLIAMS | |||||||
| EXECUTIVE MEMBER, CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETH PALADINO | |||||||
| EXECUTIVE MEMBER, VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM PENNER | |||||||
| EXECUTIVE MEMBER, PAST CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MYRL COBB | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SKIP EVANS | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RUSS EVERHART | |||||||
| EXECUTIVE MEMBER, 2ND VICE CHA | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JERRY HERBERT | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TERESA MARKOWITZ | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TERESA MARTIN | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIM PEMBER | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARK SCHREIBER | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DERYL WYNN | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KURT STEINKUHLER | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JANET SCHALANSKY | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HARRY STEPHENS | |||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DONNA BRESHEARS | |||||||
| CORPORATE SECRETARY | 40.0 | 0.0 | Yes (X) | $50,807 | $0 | $11,395 | |
| LORINDA DUNCAN | |||||||
| CORPORATE TREASURER | 40.0 | 0.0 | Yes (X) | $80,123 | $0 | $20,976 | |
| SHANE SHIVLEY | |||||||
| FOUNDATION PRESIDENT | 40.0 | 0.0 | Yes (X) | $125,994 | $0 | $19,400 | |
| JENNIFER DENTON | |||||||
| INTERIM CO-PRESIDENT FOUNDATIO | 40.0 | 0.0 | Yes (X) | $118,019 | $0 | $19,110 | |
| DENASUE POTESTIO | |||||||
| FOUNDATION PRESIDENT | 40.0 | 0.0 | Yes (X) | $110,022 | $0 | $16,186 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $484,965 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,067 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $76,579 | FundraisingAmt |
| Government Grants | $625,000 | GovernmentGrantsAmt |
| All Other Contributions | $8,443,301 | AllOtherContributionsAmt |
| Noncash Contributions | $303,324 | NoncashContributionsAmt |
| Total Contributions | $9,144,880 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,426,121 | TotalRevenueColumnAmt |
| Exclusion | $1,426,121 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,695 | TotalRevenueColumnAmt |
| Exclusion | $14,695 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,334 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,334 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,334 | TotalRevenueColumnAmt |
| Exclusion | $6,334 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,198,597 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,807,559 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,391,038 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,391,038 | TotalRevenueColumnAmt |
| Exclusion | $1,391,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,579 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $76,579 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $62,862 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,283 | TotalRevenueColumnAmt |
| Exclusion | -$5,283 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | 900099 | $1,423,873 | $1,423,873 |
| MISCELLANEOUS INCOME | 900099 | $58,235 | $58,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,482,108 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,459,893 | TotalRevenueColumnAmt |
| Exclusion | $4,315,013 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,834,210 | TotalAmt |
| Program Services | $3,834,210 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,889,495 | TotalAmt |
| Program Services | $2,889,495 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,578 | TotalAmt |
| Management And General | $223,190 | ManagementAndGeneralAmt |
| Fundraising | $45,388 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,401 | TotalAmt |
| Program Services | $11,309 | ProgramServicesAmt |
| Management And General | $402,166 | ManagementAndGeneralAmt |
| Fundraising | $678,926 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,966 | TotalAmt |
| Program Services | $706 | ProgramServicesAmt |
| Management And General | $39,041 | ManagementAndGeneralAmt |
| Fundraising | $45,219 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,155 | TotalAmt |
| Program Services | $1,455 | ProgramServicesAmt |
| Management And General | $80,482 | ManagementAndGeneralAmt |
| Fundraising | $93,218 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,791 | TotalAmt |
| Program Services | $771 | ProgramServicesAmt |
| Management And General | $42,637 | ManagementAndGeneralAmt |
| Fundraising | $49,383 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856 | TotalAmt |
| Management And General | $856 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,516 | TotalAmt |
| Management And General | $56,516 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Fundraising | $80,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,567 | TotalAmt |
| Management And General | $118,567 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,652 | TotalAmt |
| Program Services | $31,998 | ProgramServicesAmt |
| Management And General | $68,719 | ManagementAndGeneralAmt |
| Fundraising | $105,935 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,223 | TotalAmt |
| Program Services | $18,438 | ProgramServicesAmt |
| Management And General | $47,785 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,275 | TotalAmt |
| Program Services | $6,823 | ProgramServicesAmt |
| Management And General | $88,547 | ManagementAndGeneralAmt |
| Fundraising | $38,905 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,167 | TotalAmt |
| Program Services | $4,453 | ProgramServicesAmt |
| Management And General | $23,996 | ManagementAndGeneralAmt |
| Fundraising | $17,718 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,238 | TotalAmt |
| Management And General | $56,519 | ManagementAndGeneralAmt |
| Fundraising | $63,719 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,171 | TotalAmt |
| Management And General | $113,171 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,126 | TotalAmt |
| Program Services | $12,200 | ProgramServicesAmt |
| Management And General | $1,774 | ManagementAndGeneralAmt |
| Fundraising | $15,152 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $4,338 | $4,338 | ||
| MISCELLANEOUS EXPENSE | $2,885 | $10 | $2,875 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,416,610 | TotalAmt |
| Program Services | $6,816,196 | ProgramServicesAmt |
| Management And General | $1,363,976 | ManagementAndGeneralAmt |
| Fundraising | $1,236,438 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485,062 | BOYAmt |
| EOY | $500,520 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,948 | BOYAmt |
| EOY | $37,979 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,330,479 | BOYAmt |
| EOY | $7,796,619 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,185 | BOYAmt |
| EOY | $8,696 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,777 | BOYAmt |
| EOY | $298,925 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,102 | BOYAmt |
| EOY | $45,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,953,563 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,610,779 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,215,728 | BOYAmt |
| EOY | $2,342,784 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,160,294 | BOYAmt |
| EOY | $48,464,617 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,667,558 | BOYAmt |
| EOY | $30,484,277 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,850 | BOYAmt |
| EOY | $76,384 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,167,378 | BOYAmt |
| EOY | $9,630,890 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,509,361 | BOYAmt |
| EOY | $99,686,793 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,474 | BOYAmt |
| EOY | $354,902 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,738 | BOYAmt |
| EOY | $1,347,743 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,212 | BOYAmt |
| EOY | $1,702,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,048,725 | BOYAmt |
| EOY | $6,083,744 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,386,700 | BOYAmt |
| EOY | $30,543,755 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,652,724 | BOYAmt |
| EOY | $61,356,649 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,088,149 | BOYAmt |
| EOY | $97,984,148 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,509,361 | BOYAmt |
| EOY | $99,686,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,043,283 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,511,579 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$635,705 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $3,631,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,529,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,837,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,385,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,144,880 | CurrentTaxYearAmt |
| Total | $35,528,902 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,631,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,529,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,837,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,385,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,144,880 | CurrentTaxYearAmt |
| Total | $35,528,902 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,400,645 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,128,257 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,253,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,352,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,622,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,532,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,447,150 | CurrentTaxYearAmt |
| Total | $7,207,484 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $5,948 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $779,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $805,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,549,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,922,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,482,108 | CurrentTaxYearAmt |
| Total | $6,539,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,281,994 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $212,817 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65193 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62328 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $55,437 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,071,750 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $75,227 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,709,493 | BeginningYearBalanceAmt |
| Contributions | $3,426,235 | ContributionsAmt |
| Investment Earnings Or Losses | -$220,896 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,954,606 | GrantsOrScholarshipsAmt |
| Other Expenditures | $595,027 | OtherExpendituresAmt |
| Administrative Expenses | $2,533,452 | AdministrativeExpensesAmt |
| End Year Balance | $68,831,747 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,903,527 | BeginningYearBalanceAmt |
| Contributions | $3,030,442 | ContributionsAmt |
| Investment Earnings Or Losses | $1,300,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,056,615 | GrantsOrScholarshipsAmt |
| Other Expenditures | $597,827 | OtherExpendituresAmt |
| Administrative Expenses | $2,870,598 | AdministrativeExpensesAmt |
| End Year Balance | $70,709,493 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,702,678 | BeginningYearBalanceAmt |
| Contributions | $1,548,231 | ContributionsAmt |
| Investment Earnings Or Losses | $9,053,527 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,400,909 | AdministrativeExpensesAmt |
| End Year Balance | $71,903,527 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,626,773 | BeginningYearBalanceAmt |
| Contributions | $977,980 | ContributionsAmt |
| Investment Earnings Or Losses | $7,103,243 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,019,087 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,986,231 | AdministrativeExpensesAmt |
| End Year Balance | $63,702,678 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,581,518 | BeginningYearBalanceAmt |
| Contributions | $1,409,657 | ContributionsAmt |
| Investment Earnings Or Losses | $134,543 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,842,060 | GrantsOrScholarshipsAmt |
| Other Expenditures | $272,337 | OtherExpendituresAmt |
| Administrative Expenses | $1,384,648 | AdministrativeExpensesAmt |
| End Year Balance | $59,626,673 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02630 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22830 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,263 | OtherCostOrOtherBasisAmt |
| Book Value | $313,263 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $570,677 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,692,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,387,967 | DepreciationAmt |
| Book Value | $1,875,198 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $222,812 | DepreciationAmt |
| Book Value | $79,096 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $75,227 | InvestmentCostOrOtherBasisAmt |
| Book Value | $75,227 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,342,784 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUNDS OF HEDGE FUNDS | $15,955,145 | F |
| PRIVATE EQUITY FUNDS | $9,214,949 | F |
| REAL ESTATE PARTNERSHIPS | $5,314,183 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,484,277 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV LIFE INSURANCE | $910,738 |
| BENEFICIAL INTEREST IN TRUSTS | $8,720,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,630,890 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY & TRUST OBLIGATIONS | Desc |
| Amt | $1,347,743 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,347,743 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,256,904 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,511,579 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$572,843 | OtherRevenueAmt |
| Revenue Not Reported | -$4,084,422 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,341,326 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $118,567 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $118,567 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,459,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,360,905 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $62,862 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $62,862 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,298,043 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $118,567 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $118,567 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,416,610 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | PAINTINGS ARE FOR SALE WITH THE PROCEEDS GOING DIRECTLY TOWARDS SCHOLARSHIPS FOR ESU STUDENTS. THEY ARE CURRENTLY ON DISPLAY. |
| SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF EMPORIA STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS AND ASSISTANCE WITH OPERATING EXPENSES. For fiscal year ended June 30, 2014, the earnings allocation date for grants and scholarships was changed from June 30 to July 1. As a result, no amount is shown in item d. above. The earnings allocation amount on July 1, 2014 was $2,126,300. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | CHANGE IN BENEFICIAL INTEREST OF PERPETUAL TRUST $ (597,455) FUNDRAISING EVENT EXPENSES $ 62,862 ACTUARIAL LOSS $ (38,250) ------------ $ (572,843) |
| SCHEDULE D, PART XII, LINE 2D | FUNDRAISING EVENT EXPENSES $ 62,862 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $20,754,812 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $20,754,812 | SubtotalSpentAmt |
| Total Spent | $20,754,812 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 1 | FormAndLineReferenceDesc |
| Explanation | PASSIVE INVESTMENT HOLDINGS ARE MONITORED ON A MONTHLY BASIS BY THE FOUNDATION'S THIRD-PARTY INVESTMENT ADVISOR CONSULTANT. THE FOUNDATION BOARD'S INVESTMENT COMMITTEE REVIEWS THE PASSIVE INVESTMENT HOLDINGS ON A QUARTERLY BASIS AND REPORTS ANY SUBSTANTIAL ACTIVITY TO THE EXECUTIVE COMMITTEE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruffalo Noel Levitz | PersonNm |
| Activity | CALL CENTER | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $80,000 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $80,000 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETIC AUCTIO | Event1Nm |
| Gross Receipts Event1 | $86,432 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $55,216 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,216 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $31,840 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,662 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,569 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,253 | OtherDirectExpensesEvent1Amt |
| Event2 | FOOTBALL TRADIT | Event2Nm |
| Gross Receipts Event2 | $21,647 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,022 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,625 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $680 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,365 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $943 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $26,079 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,341 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $16,738 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,731 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $549 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,270 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $134,158 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $76,579 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,579 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $31,840 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,073 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,483 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,466 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,862 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,283 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| EMPORIA STATE UNIVERSITY | ||||||||||
| 1 KELLOG CIRCLE | EMPORIA | KS | 66801 | 481124839 | GOVERNMENT | $3,059,068 | UNIVERSITY OPERATIONS | |||
| ALUMNI ASSOCIATION OF EMPORIA STATE UNIVERS | ||||||||||
| 1500 HIGHLAND STREET | EMPORIA | KS | 66801 | 486115644 | 501(C)(3) | $77,980 | OPERATIONAL SUPPORT | |||
| EMPORIA STATE UNIVERSITY | ||||||||||
| 1 KELLOG CIRCLE | EMPORIA | KS | 66801 | 481124839 | GOVERNMENT | LAND FOR RESIDENCE HALL | $616,150 | BOOK VALUE | LAND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1408 | RecipientCnt |
| Cash Grant | $2,889,495 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | UNIVERSITY EXPENDITURES AND SCHOLARSHIPS ARE PROCESSED BY THE UNIVERSITY; THE FOUNDATION REIMBURSES THE UNIVERSITY FOR THESE EXPENDITURES UPON VERIFICATION THAT THE EXPENSE/SCHOLARSHIP MEETS THE RESPECTIVE DONOR'S GIFT CRITERIA, AS DOCUMENTED. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,094 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR ESTIMATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $196,185 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,633 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,807 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 142 | $31,335 | DONOR ESTIMATE |
| Yes (X) | FURNISHINGS & EQUIPMENT | 3 | $40,270 | COST |
| Yes (X) | MISC. GOODS | 2 | $18,000 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, LINES 1-28, COLUMN B | THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. |
| SCHEDULE M, PART I, LINE 32B | A LICENSED REAL ESTATE AGENT IS USED TO SALE DONATIONS OF REAL ESTATE. AN AUCTIONEER IS USED TO SELL THE AUCTION ITEMS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION CHAIR MAY APPOINT UP TO THREE MEMBERS OF THE EXECUTIVE COMMITTEE FROM AMONG THE VOTING TRUSTEES, PROVIDED THAT ANY SUCH APPOINTMENT SHALL BE RATIFIED IN A REGULAR OR SPECIAL MEETING OF THE TRUSTEES AS SOON AS IS REASONABLY POSSIBLE IN ORDER TO BECOME EFFECTIVE. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT OF EMPORIA STATE UNIVERSITY FOUNDATION. ANY QUESTIONS OR CONCERNS THAT THE CHIEF FINANCIAL OFFICER OR PRESIDENT HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE PRIOR TO SUBMITTING THE 990 TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THESE ARE REVIEWED AND SIGNED BY THE PRESIDENT OF THE FOUNDATION. THERE IS A COMPLIANCE OFFICER ON THE BOARD THAT IS RESPONSIBLE FOR ADDRESSING ANY ISSUES THAT MAY ARISE THROUGHOUT THE YEAR. IF A CONFLICT ARISES IT IS INVESTIGATED IMMEDIATELY. KEY EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY WITH THE UNIVERSITY. THESE ARE MONITORED THROUGH EMPORIA STATE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | LINE 15A: THE PRESIDENT OF THE FOUNDATION IS EVALUATED BY THE PRESIDENT OF EMPORIA STATE UNIVERSITY IN CONSULTATION WITH THE BOARD OF TRUSTEE CHAIR. THEY ASK OPINIONS FROM OTHERS THAT WORK WITH/FOR THE PRESIDENT OF THE FOUNDATION. THIS PROCESS IS DONE ON A YEARLY BASIS. THE CASE ANNUAL SALARY SURVEY FOR THE MIDWEST REGION IS USED TO DETERMINE IF SALARIES ARE WITHIN THE MEDIAN RANGE. THE PRESIDENT OF THE FOUNDATION'S SALARY IS DETERMINED BY THE PRESIDENT OF EMPORIA STATE UNIVERSITY. THE SALARY IS COMPARABLE TO OTHERS IN THE ADMINISTRATION. LINE 15B: THE PRESIDENT OF THE FOUNDATION HANDLES THE COMPENSATION REVIEW OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | EACH TRUSTEE GETS A COPY OF THE BY-LAWS AND THE PUBLIC CAN RECEIVE A COPY UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ADVANCEMENT WEBSITE. THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN BENEFICIAL INTERESTS OF PERPETUAL TRUST $ (597,455) ACTUARIAL LOSS $ (38,250) ------------- $ (635,705) |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WA LARKIN - ESU ENDOWMENT ASSOC INC FUND | ||||||||||||
| 601 MERCHANT ST | EMPORIA | KS | 66801 | 486254679 | TRUST | KS | ESU FDN | TRUST | $8,277 | $261,713 | 1.00000 | Yes (true) |
| INEZ OWEN REVOCABLE TRUST | ||||||||||||
| PO BOX 419692 | KANSAS CITY | MO | 64141 | 486293124 | TRUST | MO | ESU FDN | TRUST | $59,836 | $1,336,881 | 1.00000 | Yes (true) |
| CHARLOTTE DAVIS TRUST | ||||||||||||
| 9400 MISSION RD | PRAIRIE VILLAGE | KS | 66206 | 206869057 | TRUST | KS | ESU FDN | TRUST | $15,706 | $197,292 | 1.00000 | Yes (true) |
| MARY MORRIS TRUST | ||||||||||||
| 601 MERCHANT ST | EMPORIA | KS | 66801 | 486254679 | TRUST | KS | ESU FDN | TRUST | $0 | $172,638 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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