SOUTHERN ILLINOIS UNIVERSITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN ILLINOIS UNIVERSITY FOUNDATION (EIN 37-6024575)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201633209349304668
- Schema version
- 2015v2.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T10:12:45-06:00 | 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 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | 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 | 376024575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southern Illinois University Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHEN A NAGLE | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6184534900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 Douglas Dr | AddressLine1Txt |
| City | Carbondale | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE NAGLE | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy A Lindsey | PreparerPersonNm |
| PTIN | P01041237 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES G SALMO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 DOUGLAS DR | AddressLine1Txt |
| City | CARBONDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,346,718 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SIUF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING PRIVATE SUPPORT FOR THE MISSION OF SOUTHERN ILLINOIS OF SOUTHERN ILLINOIS UNIVERSITY AND THE POPULATION IT SERVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 126 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | -$90,686 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,448,580 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,664,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $82,665 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,079 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,774,733 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,040,848 | CYInvestmentIncomeAmt |
| PY Other Revenue | $106,670 | PYOtherRevenueAmt |
| CY Other Revenue | $51,401 | CYOtherRevenueAmt |
| PY Total Revenue | $17,412,648 | PYTotalRevenueAmt |
| CY Total Revenue | $13,826,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,768,014 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,732,908 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $200,615 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $207,975 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $883,846 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,148,989 | PYOtherExpensesAmt |
| CY Other Expenses | $3,380,041 | CYOtherExpensesAmt |
| PY Total Expenses | $12,117,618 | PYTotalExpensesAmt |
| CY Total Expenses | $12,320,924 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,295,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,505,954 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $174,507,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,747,757 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,577,578 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,079,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $168,929,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,668,306 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE SOUTHERN ILLINOIS UNIVERSITY FOUNDATION IS TO PROVIDE ALUMNI AND OTHER FRIENDS A MEANS TO INVEST IN THE FUTURE OF OTHERS BY PROVIDING PRIVATE SUPPORT FOR THE ACADEMIC, RESEARCH AND PUBLIC SERVICE MISSION OF SOUTHERN ILLINOIS UNIVERSITY AND THE POPULATION IT SERVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,307,289 | ExpenseAmt |
| Grant | $2,369,169 | GrantAmt |
| Desc | ACADEMIC AND RESEARCH SUPPORT: FUND ACTIVITIES THAT BENEFIT ACADEMIC AND RESEARCH ACTIVITIES OF THE UNIVERSITY AND THE INDIVIDUALS IT SERVES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,104,987 | ExpenseAmt |
| Grant | $2,717,977 | GrantAmt |
| Revenue | $70,079 | RevenueAmt |
| Desc | UNIVERSITY AND COMMUNITY PROGRAMS: FUND ACTIVITIES THAT BENEFIT RELATED PUBLIC SERVICE PROGRAMS OF THE UNIVERSITY AND THE INDIVIDUALS IT SERVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,696,675 | ExpenseAmt |
| Grant | $3,645,762 | GrantAmt |
| Desc | STUDENT ASSISTANCE: PROVIDE SCHOLARSHIPS AND OTHER AWARDS PROGRAMS TO ASSIST INDIVIDUALS IN ACADEMIC EXCELLENCE: ALSO, GRANTING FUNDS TO SOUTHERN ILLINOIS UNIVERSITY FOR THE PURPOSE OF PROVIDING STUDENT LOANS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,108,951 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | 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 | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 126 | 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 |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | false | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | NH | 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 | OK | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN A NAGLE | PersonNm |
| Phone | 6184534900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 DOUGLAS DR | AddressLine1Txt |
| City | CARBONDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN G BENITEZ | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA J BLACKLOCK | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C BLEYER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN S BOHN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SEAN T BOSTON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA L BULLARD | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DIANE R COMPARDO | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GREG N COOK | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CLARENCE C COPPING | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| G DAVID DELANEY | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RANDY J DUNN | ||||||||
| PRESIDENT - SIU | 2.0 | 45.0 | Yes (X) | $0 | $427,558 | $77,182 | ||
| STEPHEN D GOEPFERT | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RAY A GRIFFITH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD A HAMILTON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM F HARTMANN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LARRY R JONES | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARVIN K KAISER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KASSER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL G KORTE | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAMELLE W LOGAN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R LYMANGOOD JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DONNA L MANERING | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN W RASHID | ||||||||
| BOARD PRESIDENT-ELECT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MATTHEW SOLVERSON | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD M SPIEGEL | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROGER B TEDRICK | ||||||||
| BOARD PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HAROLD R BARDO | ||||||||
| DIRECTOR | 1.0 | 15.0 | Yes (X) | $0 | $35,193 | $510 | ||
| W BRADLEY COLWELL | ||||||||
| INTERIM CHANCELLOR - SIU | 2.0 | 45.0 | Yes (X) | $0 | $48,613 | $7,213 | ||
| RANDY DANIELS | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ADAIRE PUTNAM | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BOGARD | ||||||||
| CORPORATE SECRETARY | 12.0 | 27.0 | $0 | $59,906 | $17,995 | Yes (X) | ||
| PATRICIA M MOLINE | ||||||||
| DIRECTOR OF DEVELOPMENT | 33.0 | 11.0 | $0 | $142,067 | $35,325 | Yes (X) | ||
| STEPHEN A NAGLE | ||||||||
| TREASURER | 38.0 | 0.0 | $0 | $123,708 | $30,502 | Yes (X) | ||
| JAMES G SALMO | ||||||||
| CHIEF EXECUTIVE OFFICER | 41.0 | 6.0 | $0 | $183,396 | $38,980 | Yes (X) | ||
| BETH L MOHLENBROCK | ||||||||
| EXECUTIVE DIRECTOR | 9.0 | 0.0 | $41,871 | $96,844 | $23,875 | Yes (X) | ||
| NECOLE Y POWELL | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | 0.0 | $0 | $112,731 | $8,441 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $41,871 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,230,016 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $240,023 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIT4 BUSINESS SOFTWARE INC | |||||
| 1000 ELM STREET SUITE 801 | MANCHESTER | NH | 03101 | PROGRAMMING | $304,115 |
| FUND EVALUATION GROUP | |||||
| PO BOX 71-5060 | COLUMBUS | OH | 43271 | INVEST. CONSULTING | $119,117 |
| SGHE ADVANCEMENT SOLUTIONS | |||||
| 14083 COLLECTIONS CTR DR | CHICAGO | IL | 60693 | PROGRAMMING | $147,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $468 | FederatedCampaignsAmt |
| Membership Dues | $5,542 | MembershipDuesAmt |
| Fundraising | $588,216 | FundraisingAmt |
| Government Grants | $12,774 | GovernmentGrantsAmt |
| All Other Contributions | $7,057,550 | AllOtherContributionsAmt |
| Noncash Contributions | $660,896 | NoncashContributionsAmt |
| Total Contributions | $7,664,550 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUPPLEMENT PAYMENT FROM SIU | 900099 | $36,737 | $36,737 |
| ENDOWMENT ADMIN FEE FROM AGENCY | 900099 | $33,274 | $33,274 |
| MEMBERSHIP | 900099 | $68 | $68 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,079 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,621,401 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$96,529 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,717,930 | 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 | $10,061 | TotalRevenueColumnAmt |
| Exclusion | $10,061 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,631 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $576 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,055 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,055 | TotalRevenueColumnAmt |
| Exclusion | $7,055 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,742,001 | SecuritiesAmt |
| Other | $6,779 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,329,333 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,412,668 | SecuritiesAmt |
| Other | $6,779 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,419,447 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,843 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,413,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $140,157 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $588,216 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $177,604 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,447 | TotalRevenueColumnAmt |
| Exclusion | -$37,447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $20,948 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $12,327 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,621 | TotalRevenueColumnAmt |
| Exclusion | $8,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $98 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98 | TotalRevenueColumnAmt |
| Exclusion | $98 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PREMIUMS | 900099 | $107,420 | $107,420 |
| ALUMNI ASSOCIATION SUPPORT | 900099 | $50,000 | $50,000 |
| ACTUARIAL ADJUSTMENT | 900099 | -$113,780 | -$113,780 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,373 | TotalRevenueColumnAmt |
| Exclusion | $19,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $63,013 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,826,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,079 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$90,686 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,182,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,983,538 | TotalAmt |
| Program Services | $5,983,538 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,658,337 | TotalAmt |
| Program Services | $2,658,337 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,033 | TotalAmt |
| Program Services | $91,033 | ProgramServicesAmt |
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 | $0 | TotalAmt |
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 | $158,838 | TotalAmt |
| Management And General | $23,697 | ManagementAndGeneralAmt |
| Fundraising | $135,141 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,789 | TotalAmt |
| Program Services | $21,598 | ProgramServicesAmt |
| Management And General | $9,394 | ManagementAndGeneralAmt |
| Fundraising | $4,797 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,348 | TotalAmt |
| Management And General | $1,997 | ManagementAndGeneralAmt |
| Fundraising | $11,351 | 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 | $7,951 | TotalAmt |
| Management And General | $7,951 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,468 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $45,968 | 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 | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,292 | TotalAmt |
| Management And General | $582,292 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,849 | TotalAmt |
| Program Services | $237,690 | ProgramServicesAmt |
| Management And General | $123,990 | ManagementAndGeneralAmt |
| Fundraising | $90,169 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,066 | TotalAmt |
| Program Services | $15,803 | ProgramServicesAmt |
| Management And General | $3,370 | ManagementAndGeneralAmt |
| Fundraising | $57,893 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,975 | TotalAmt |
| Program Services | $395,562 | ProgramServicesAmt |
| Management And General | $165,978 | ManagementAndGeneralAmt |
| Fundraising | $150,435 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,783 | TotalAmt |
| Management And General | $58,751 | ManagementAndGeneralAmt |
| Fundraising | $187,032 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,655 | TotalAmt |
| Program Services | $78,847 | ProgramServicesAmt |
| Management And General | $195,748 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,106 | TotalAmt |
| Program Services | $213,854 | ProgramServicesAmt |
| Management And General | $12,327 | ManagementAndGeneralAmt |
| Fundraising | $145,925 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261 | TotalAmt |
| Program Services | $261 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,508 | TotalAmt |
| Program Services | $353,821 | ProgramServicesAmt |
| Management And General | $21,071 | ManagementAndGeneralAmt |
| Fundraising | $100,616 | FundraisingAmt |
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 | $46,950 | TotalAmt |
| Management And General | $46,950 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,754 | TotalAmt |
| Program Services | $13,466 | ProgramServicesAmt |
| Management And General | $27,288 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PREMIUM ITEMS FOR SALE | $42,641 | $42,641 | ||
| MISCELLANEOUS | $1,782 | $1,355 | $427 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,320,924 | TotalAmt |
| Program Services | $10,108,951 | ProgramServicesAmt |
| Management And General | $1,328,127 | ManagementAndGeneralAmt |
| Fundraising | $883,846 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,450 | BOYAmt |
| EOY | $3,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,996 | BOYAmt |
| EOY | $303,841 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,155,605 | BOYAmt |
| EOY | $4,948,799 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,328 | BOYAmt |
| EOY | $455,985 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,015 | BOYAmt |
| EOY | $9,015 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,517 | BOYAmt |
| EOY | $65,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,548,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $947,233 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,130,800 | BOYAmt |
| EOY | $1,601,414 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,338,035 | BOYAmt |
| EOY | $121,875,984 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,007,991 | BOYAmt |
| EOY | $35,611,015 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $836,525 | BOYAmt |
| EOY | $872,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,507,262 | BOYAmt |
| EOY | $165,747,757 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,009 | BOYAmt |
| EOY | $323,008 | 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 | $2,678,679 | BOYAmt |
| EOY | $2,464,452 | 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 | $2,694,890 | BOYAmt |
| EOY | $2,291,991 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,577,578 | BOYAmt |
| EOY | $5,079,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,176,834 | BOYAmt |
| EOY | $13,402,349 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,122,441 | BOYAmt |
| EOY | $59,972,631 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,630,409 | BOYAmt |
| EOY | $87,293,326 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,929,684 | BOYAmt |
| EOY | $160,668,306 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,507,262 | BOYAmt |
| EOY | $165,747,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,505,954 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,679,234 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$289 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$1,087,809 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $8,056,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,453,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,927,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,448,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,664,619 | CurrentTaxYearAmt |
| Total | $36,550,995 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,559 | CurrentTaxYearAmt |
| Total | $142,467 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,101,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,498,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,973,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,451,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,668,178 | CurrentTaxYearAmt |
| Total | $36,693,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $179,178 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,514,284 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,924,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,140,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,354,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,316,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,735,621 | CurrentTaxYearAmt |
| Total | $17,471,858 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,150 | CurrentTaxYearMinus3YearsAmt |
| Total | $4,150 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$85,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $440,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $895,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$122,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$94,408 | CurrentTaxYearAmt |
| Total | $1,034,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,203,623 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,109,700 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66145 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67032 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | ACTUARIAL ADJUSTMENT, OTHER INCOME. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,322,365 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,322,365 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $766,118 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,530 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $690,517 | CurrentYearMinus3Amt |
| Current Year Minus2 | $728,448 | CurrentYearMinus2Amt |
| Current Year Minus1 | $755,881 | CurrentYearMinus1Amt |
| Current Year | $766,118 | CurrentYearAmt |
| Total | $2,940,964 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,411,446 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $172,629 | CurrentYearMinus3Amt |
| Current Year Minus2 | $182,112 | CurrentYearMinus2Amt |
| Current Year Minus1 | $188,970 | CurrentYearMinus1Amt |
| Current Year | $191,530 | CurrentYearAmt |
| Total | $735,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,102,862 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $225,882 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | HELD FOR INVESTMENT PURPOSES | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,361,438 | BeginningYearBalanceAmt |
| Contributions | $3,386,758 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,790,240 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,733,002 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,599,175 | OtherExpendituresAmt |
| Administrative Expenses | $2,032,617 | AdministrativeExpensesAmt |
| End Year Balance | $115,593,162 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,588,657 | BeginningYearBalanceAmt |
| Contributions | $2,171,251 | ContributionsAmt |
| Investment Earnings Or Losses | $895,142 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,634,616 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,079,845 | OtherExpendituresAmt |
| Administrative Expenses | $1,579,151 | AdministrativeExpensesAmt |
| End Year Balance | $121,361,438 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,454,090 | BeginningYearBalanceAmt |
| Contributions | $7,480,143 | ContributionsAmt |
| Investment Earnings Or Losses | $18,410,705 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,529,065 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,237,714 | OtherExpendituresAmt |
| Administrative Expenses | $1,989,502 | AdministrativeExpensesAmt |
| End Year Balance | $123,588,657 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,870,082 | BeginningYearBalanceAmt |
| Contributions | $1,568,271 | ContributionsAmt |
| Investment Earnings Or Losses | $12,812,068 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,481,182 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,979,413 | OtherExpendituresAmt |
| Administrative Expenses | $1,335,736 | AdministrativeExpensesAmt |
| End Year Balance | $102,454,090 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,920,744 | BeginningYearBalanceAmt |
| Contributions | $2,614,151 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,057,323 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,426,510 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,829,347 | OtherExpendituresAmt |
| Administrative Expenses | $1,351,633 | AdministrativeExpensesAmt |
| End Year Balance | $92,870,082 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03060 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $381,650 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $307,216 | OtherCostOrOtherBasisAmt |
| Book Value | $688,866 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $60,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $60,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,666 | OtherCostOrOtherBasisAmt |
| Book Value | $58,666 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,058,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $947,233 | DepreciationAmt |
| Book Value | $111,313 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $682,569 | OtherCostOrOtherBasisAmt |
| Book Value | $682,569 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,601,414 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $5,365,154 | F |
| PRIVATE EQUITY | $5,285,150 | F |
| LEVERAGED LOANS | $5,757,703 | F |
| DISTRESSED DEBT | $437,468 | F |
| ALTERNATIVE STRATEGIES | $13,644,687 | F |
| COMMODITIES/MLP | $2,259,718 | F |
| REAL ESTATE | $2,410,457 | F |
| NATURAL RESOURCES | $450,678 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $35,611,015 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST AND ANNUITIES PAYABLE | $2,285,006 |
| DEPOSITS HELD FOR OTHERS | $6,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,291,991 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,398,753 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,679,233 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,440 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,831,960 | OtherRevenueAmt |
| Revenue Not Reported | -$2,845,833 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,244,586 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $582,292 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $582,292 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,826,878 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,660,128 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,729 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $6,919,767 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,921,496 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,738,632 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $582,292 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $582,292 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,320,924 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | DONATED ARTWORK TO HELP BENEFIT THE STUDENT SCHOLARSHIP PROGRAM. |
| SCHEDULE D, PART IV, LINE 2B | THE FOUNDATION ENTERED INTO AN AGREEMENT WITH SOUTHERN ILLINOIS UNIVERSITY TO ADMINISTER AS AGENCY FUNDS ANY ENDOWMENT FUNDS RECEIVED BY THE UNIVERSITY. |
| SCHEDULE D, PART V, LINE 4 | SCHOLARSHIPS, RESEARCH, INSTRUCTION, LOANS, CAPITAL PROJECTS, AND OTHER. |
| SCHEDULE D, PART X, LINE 2 | THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2013 NOR HAS THE FOUNDATION BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. |
| SCHEDULE D, PART XI, LINE 2D | RELATED ENTITY TRANSACTIONS 5,641,453 FUNDRAISING EVENT EXPENSES 177,604 GAMING EXPENSES 12,327 RENTAL EXPENSES 576 ---------- TOTAL 5,831,960 |
| SCHEDULE D, PART XII, LINE 2D | RELATED ENTITY TRANSACTIONS 5,607,677 BAD DEBT EXPENSES 1,121,583 FUNDRAISING EVENT EXPENSES 177,604 GAMING EXPENSES 12,327 RENTAL EXPENSES 576 ---------- TOTAL 6,919,767 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean | Investments | $19,641,389 | |
| Central America and the Caribbean | Program Services | $1,953 | TRAVEL |
| East Asia and the Pacific | Program Services | $4,823 | TRAVEL |
| Europe (Including Iceland and Greenland) | Program Services | $3,411 | TRAVEL |
| Middle East and North Africa | Program Services | $1,424 | TRAVEL |
| North America | Program Services | $800 | TRAVEL |
| Russia and the Newly Independent States | Program Services | $12,749 | TRAVEL |
| Sub-Saharan Africa | Program Services | $20 | ENTERTAINMENT |
| Sub-Saharan Africa | Program Services | $776 | TRAVEL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $19,667,345 | SubtotalSpentAmt |
| Total Spent | $19,667,345 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (11 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | Central America and the Caribbean | 1 | $1,500 | CHECK TO SIU |
| SCHOLARSHIPS | East Asia and the Pacific | 15 | $21,914 | CHECK TO SIU |
| SCHOLARSHIPS | Europe (Including Iceland and Greenland) | 5 | $9,144 | CHECK TO SIU |
| SCHOLARSHIPS | Middle East and North Africa | 1 | $1,500 | CHECK TO SIU |
| SCHOLARSHIPS | Russia and the Newly Independent States | 4 | $20,794 | CHECK TO SIU |
| SCHOLARSHIPS | South America | 3 | $4,989 | CHECK TO SIU |
| SCHOLARSHIPS | South Asia | 5 | $18,014 | CHECK TO SIU |
| SCHOLARSHIPS | Sub-Saharan Africa | 6 | $7,850 | CHECK TO SIU |
| AWARDS | East Asia and the Pacific | 4 | $500 | CHECK TO SIU |
| AWARDS | North America | 4 | $400 | CHECK TO SIU |
| SCHOLARSHIPS | North America | 3 | $4,428 | CHECK TO SIU |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIPS ARE PLACED DIRECTLY IN THE INDIVIDUAL'S BURSAR'S ACCOUNT TO PAY FOR TUITION, FEES, HOUSING, ETC. IF A STUDENT DROPS BEFORE DATE TO GET REFUND, THEN SCHOLARSHIPS ARE RETURNED TO SOUTHERN ILLINOIS UNIVERSITY FOUNDATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DENIM & DIAMOND | Event1Nm |
| Gross Receipts Event1 | $237,695 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $209,219 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,476 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,448 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $30,695 | FoodAndBeverageEvent1Amt |
| Event2 | AVIATION GOLF | Event2Nm |
| Gross Receipts Event2 | $58,103 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $35,772 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,331 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,851 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $15,968 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,572 | FoodAndBeverageEvent2Amt |
| Other Events Total | 20 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $421,511 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $337,800 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $83,711 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $12,680 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $26,806 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $53,509 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $717,309 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $582,791 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $134,518 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $18,531 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $46,222 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $89,776 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $154,529 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,011 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $20,948 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $11,241 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $1,086 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.90000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $20,948 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $11,241 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $1,086 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $12,327 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $8,621 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | MO | StatesWhereGamingConductedCd |
| Licensed | false | LicensedInd |
| Explanation If No | SEE SUPPLEMENTAL PAGE | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | STEPHEN A NAGLE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 DOUGLAS DRIVE | AddressLine1Txt |
| City | CARBONDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | STEPHEN A NAGLE | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | MONITOR NEEDED LICENSES AND REPORTING | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART III, LINE 9B EXPLANATION | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACQUIRES LICENSES, WHEN APPLICABLE, TO OPERATE GAMING ACTIVITIES WITHIN ILLINOIS. A GAMING LICENSE WAS NOT REQUIRED IN MISSOURI BECAUSE THE GAMING ACTIVITY CONDUCTED WAS WITHIN THE LIMITS PERMITTED BY APPLICABLE MISSOURI LAW, WHICH PERMITS CERTAIN CHARITABLE RAFFLES AND SWEEPSTAKES WITHOUT LICENSURE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN ILLINOIS UNIVERSITY CARBONDALE | |||||||||
| 1265 LINCOLN DRIVE | CARBONDALE | IL | 62901 | 376005961 | 501(C)(3) | $5,733,336 | $126,029 | FMV | EQUIPMENT |
| ASSOC OF ALUMNI FORMER STUDENTS & FRIENDS OF SIU | |||||||||
| 1235 DOUGLAS DR | CARBONDALE | IL | 62901 | 376033943 | 501(C)(3) | $102,629 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| SCHOLARSHIPS AND FELLOWSHIPS | 1261 | $2,639,164 | |||
| NON-SCHOLARSHIP GRANTS AND AWARDS | 57 | $17,767 | |||
| NON-CASH AWARDS | 5 | $1,406 | COST | BUSINESS SUIT/IPAD M |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIPS ARE PLACED DIRECTLY IN THE INDIVIDUAL'S BURSAR'S ACCOUNT TO PAY FOR TUITION, FEES, HOUSING, ETC. IF A STUDENT DROPS BEFORE DATE TO GET REFUND, THEN SCHOLARSHIPS ARE RETURNED TO SIU FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RANDY J DUNN | ||||||||||||||
| PRESIDENT - SIU | $0 | $427,558 | $0 | $0 | $0 | $0 | $0 | $49,585 | $0 | $27,597 | $0 | $504,740 | $0 | $0 |
| PATRICIA M MOLINE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $0 | $142,067 | $0 | $0 | $0 | $0 | $0 | $11,936 | $0 | $23,389 | $0 | $177,392 | $0 | $0 |
| STEPHEN A NAGLE | ||||||||||||||
| TREASURER | $0 | $123,708 | $0 | $0 | $0 | $0 | $0 | $15,486 | $0 | $15,016 | $0 | $154,210 | $0 | $0 |
| JAMES G SALMO | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $183,396 | $0 | $0 | $0 | $0 | $0 | $14,395 | $0 | $24,585 | $0 | $222,376 | $0 | $0 |
| BETH L MOHLENBROCK | ||||||||||||||
| EXECUTIVE DIRECTOR | $41,871 | $96,844 | $0 | $0 | $0 | $0 | $0 | $10,247 | $0 | $13,628 | $41,871 | $120,719 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES WERE PROVIDED FOR JAMES G SALMO. THE DUES PAID WERE $1,147 AND WILL BE REPORTED TO JAMES G SALMO AS TAXABLE COMPENSATION IN HIS FORM W-2 ISSUED BY SOUTHERN ILLINOIS UNIVERSITY. |
| SCHEDULE J, PART I, LINE 3 | THE CEO'S COMPENSATION IS DETERMINED BY THE SOUTHERN ILLINOIS UNIVERSITY SYSTEM, A RELATED ORGANIZATION. THE SOUTHERN ILLINOIS UNIVERSITY FOUNDATION PROVIDES THE FOLLOWING SUPPORT TO THE SOUTHERN ILLINOIS UNIVERSITY CHANCELLOR TO DETERMINE THE CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE, 2. COMPENSATION SURVEYS OR STUDIES, 3. APPROVAL BY THE BOARD OF DIRECTORS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 124 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,414 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $557 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $64,168 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $341,521 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE SALES PRICE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,598 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 193 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,032 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | 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 | 150 | $80,973 | SALES PRICE |
| Yes (X) | LIFE INSURANCE | 16 | $17,604 | ACTUAL COST |
| Yes (X) | OTHER | 44 | $18,030 | SALES PRICE |
| 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 | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEUDLE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN COLUMN B REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS THAT WERE RECEIVED BY THE ORGANIZATION DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF NOT FEWER THAN EIGHT OR MORE THAN ELEVEN ELECTED DIRECTORS AS NOMINATED ANNUALLY BY THE COMMITTEE ON DIRECTORS AND APPROVED BY THE BOARD. THE COMMITTEE WILL INCLUDE THE PRESIDENT, PRESIDENT ELECT, AUDIT COMMITTEE CHAIR, INVESTMENT COMMITTEE CHAIR, DEVELOPMENT COMMITTEE CHAIR AND THE BOARD OF TRUSTEES REPRESENTATIVE. ADDITIONALLY, THE PRESIDENT OF THE SOUTHERN ILLINOIS UNIVERSITY SYSTEM AND THE CHANCELLOR OF SOUTHERN ILLINOIS UNIVERSITY CARBONDALE SHALL BE EX-OFFICIO MEMBERS OF THE COMMITTEE, WITHOUT VOTE. THE EXECUTIVE COMMITTEE CONDUCTS THE NECESSARY BUSINESS OF THE FOUNDATION WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION. THE BOARD DELEGATES POWER TO THE EXECUTIVE COMMITTEE AS APPROPRIATE, THOSE POWERS TO BE EXERCISED ONLY IN CONSONANCE WITH POLICIES EARLIER ESTABLISHED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER MANAGEMENT REVIEW, THE PUBLIC INSPECTION COPY OF THE FORM 990 WAS SENT TO MEMBERS OF THE BOARD'S AUDIT COMMITTEE FOR REVIEW. IN ADDITION, THE PUBLIC INSPECTION COPY OF THE FORM 990 WAS FORWARDED TO THE GOVERNING BODY BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN INTERESTED PERSON DISCLOSES ANY FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATING THERETO TO THE BOARD OR COMMITTEE AS SOON AS THE INTERESTED PERSON BECOMES AWARE OF A POSSIBLE CONFLICT OF INTEREST. UPON THE DISCLOSURE BY AN INTERESTED PERSON OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATING THERETO AND DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE LEAVES THE MEETING WHILE THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE DISCUSS THE MATTER AND DETERMINE, BY MAJORITY VOTE WITHOUT THE INTERESTED PERSON VOTING, WHETHER OR NOT THE FINANCIAL INTEREST OF THE INTERESTED PERSON CONSTITUTES A CONFLICT OF INTEREST. IF A CONFLICT IS DETERMINED TO EXIST, THE BOARD OR COMMITTEE: 1. REQUIRES THE INTERESTED PERSON TO LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION THAT RESULTS IN THE CONFLICT; PROVIDED, HOWEVER THAT THE INTERESTED PARTY MAY MAKE A PRESENTATION AT THE MEETING PRIOR TO LEAVING, 2. APPOINTS, IF DEEMED APPROPRIATE, A NON-INTERESTED PARTY TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION, 3. DETERMINES, BY MAJORITY VOTE WITHOUT THE INTERESTED PERSON VOTING, WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FOR THE ORGANIZATION'S OWN BENEFIT AND IS FAIR AND REASONABLE TO THE ORGANIZATION. THE POLICY APPLIES TO ANY TRANSACTION OR ARRANGEMENT BETWEEN THE ORGANIZATION AND ANY INTERESTED PERSON. AN INTERESTED PERSON IS A DIRECTOR, OFFICER OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO EVALUATION AND COMPENSATION COMMITTEE EVALUATES THE CEO BASED ON A SET OF IDENTIFIED GOALS AND EXPECTATIONS. THE COMMITTEE MEETS WITH THE CEO TO REVIEW THESE GOALS AND EXPECTATIONS. THE COMMITTEE THEN RECOMMENDS A SALARY BASED ON COMPARATIVE DATA TO THE CHANCELLOR OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A | W BRADLEY COLWELL BECAME A DIRECTOR ON OCTOBER 1, 2015. BETH L MOHLENBROCK RETIRED ON JUNE 30, 2015. IN JULY 2015, BITPRO MANAGEMENT LLC, A SINGLE MEMBER LLC CREATED BY BETH L MOHLENBROCK, WAS RETAINED TO PROVIDE PROJECT MANAGEMENT FOR THE IMPLEMENTATION OF THE FOUNDATION'S NEW FINANCIAL ACCONTING SYSTEM. THE 1099-MISC ISSUED TO BITPRO MANAGEMENT LLC IS ATTRIBUTED TO BETH L MOHLENBROCK. |
| FORM 990, PART IX, LINE 9 | OTHER EMPLOYEE BENEFITS LISTED AS PROGRAM SERVICE EXPENSES: TAXABLE BENEFITS FOR EMPLOYEES OF A RELATED ORGANIZATION (INLCUDING GIFTS, PARTIES, RETIREMENTS, SPOUSAL TRAVEL) $11,557 RECRUITMENT & MOVING EXPENSES FOR EMPLOYEES OF A RELATED ORGANIZATION 10,041 ------- TOTAL PROGRAM SERVICES EMPLOYEE BENEFITS $21,598 |
| FORM 990, PART XI, LINE 9 | CONSTRUCTION IN PROGRESS 33,776 BAD DEBT EXPENSE (1,121,585) ----------- OTHER CHANGES IN NET ASSETS OR FUND BALANCES (1,087,809) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN ILLINOIS UNIVERSITY CARBONDALE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1265 LINCOLN DRIVE | AddressLine1Txt |
| City | CARBONDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376005961 | EIN |
| Primary Activities | UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 6 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | COLUMN C FOUR OF THE TRUSTS ARE DOMICILED IN ILLINOIS; ONE OF THE TRUSTS IS DOMICILED IN MASSACHUSETTS COLUMN D THE SOUTHERN ILLINOIS UNIVERSITY FOUNDATION IS TRUSTEE OF EACH TRUST, THE GRANTOR OF ONE TRUST IS A CO-TRUSTEE WITH THE SOUTHERN ILLINOIS UNIVERSITY FOUNDATION ON THAT TRUST, THE TRUSTEES OF EACH TRUST CONTROL THAT TRUST. | ExplanationTxt |
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