MILLERSVILLE UNIVERSITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILLERSVILLE UNIVERSITY FOUNDATION (EIN 23-6435616)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-30
- IRS object ID
- 201500309349300025
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-30T10:35:29-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232327390 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS BUEHLER FALK & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 LITITZ PIKE | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 176016506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236435616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLERSVILLE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 7178723820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DUNCAN ALUMNI HOUSE 207 N GEORGE ST | AddressLine1 |
| City | MILLERSVILLE | City |
| State | PA | State |
| ZIP Code | 17551 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA ORDWAY | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 7178723820 | PhoneNum |
| Signature | 2015-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A GROFF | PreparerPersonNm |
| PTIN | P00238228 | PTIN |
| Phone | 7173932700 | PhoneNum |
| Preparation | 2015-01-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID THOMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1002 | AddressLine1 |
| City | MILLERSVILLE | City |
| State | PA | State |
| ZIP Code | 17551 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,439,019 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILLERSVILLE.EDU/SERVICES/MUFOUNDA | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,472,609 | PYContributionsGrantsAmt |
| CY Contributions Grants | $734,852 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $524,423 | PYInvestmentIncomeAmt |
| CY Investment Income | $827,954 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,088 | PYOtherRevenueAmt |
| CY Other Revenue | $61,899 | CYOtherRevenueAmt |
| PY Total Revenue | $3,003,120 | PYTotalRevenueAmt |
| CY Total Revenue | $1,624,705 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $831,525 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $773,631 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $118,717 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $111,718 | PYOtherExpensesAmt |
| CY Other Expenses | $206,621 | CYOtherExpensesAmt |
| PY Total Expenses | $943,243 | PYTotalExpensesAmt |
| CY Total Expenses | $980,252 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,059,877 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $644,453 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,113,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,197,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $930,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,035,985 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,183,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,161,668 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $773,631 | ExpenseAmt |
| Grant | $773,631 | GrantAmt |
| Revenue | $365,128 | RevenueAmt |
| Desc | ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY | Desc |
| Total Program Service Expenses | $773,631 | 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 | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (true) | 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 | false | 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 | DEBRA ORDWAY | PersonNm |
| Phone | 7178723820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILLERSVILLE UNIVERSITY | AddressLine1 |
| City | MILLERSVILLE | City |
| State | PA | State |
| ZIP Code | 17551 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|
| DR ROBERT A FRICK | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DAVID THOMPSON | ||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 |
| BARRY E MILLER | ||||
| TREASURER | Yes (X) | $0 | $0 | $0 |
| DR WILLIAM B MCILWAINE | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DR KENNETH P DELUCCA | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DR DANIEL R BIEMESDERFER | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DR RICHARD A GLENN | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| JUDITH C CARTER | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| ERIC G LIDDELL | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| ROBERT E PATTERSON | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| SARAH M HOLLAND | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DR TAMARA C WILLIS | ||||
| SECRETARY | Yes (X) | $0 | $0 | $0 |
| BEVERLY HACKER BRENISER | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DR XIMENA CATEPILLAN | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| ANNE JACKSON | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DR F PERRY LOVE | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| ELIZABETH H MARTIN | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| JAN L GRAYBILL | ||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 |
| DR BENJAMIN J DELTITO | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| STEPHEN J FELLIN | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| DR DARRYL L LANDIS | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| GERALD S ROBINSON | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| MAJOR REGINA I TELLADO | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| BENJAMIN D YODER | ||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $734,852 | AllOtherContributionsAmt |
| Total Contributions | $734,852 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $423,523 | TotalRevenueColumnAmt |
| Exclusion | $423,523 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,218,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $814,314 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $404,431 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $404,431 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 523920 | $56,880 | $56,880 |
| CHANGE IN CSV INSURANCE | 523920 | $5,019 | $5,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $61,899 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,624,705 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $404,431 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $485,422 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,631 | TotalAmt |
| Program Services | $773,631 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Management And General | $9,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,308 | TotalAmt |
| Management And General | $45,308 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,542 | TotalAmt |
| Management And General | $3,542 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UNIVERSITY FUND RAISING | $118,717 | $118,717 | |
| OTHER EXPENSES | $17,742 | $17,742 | |
| ANNUITIES | $7,034 | $7,034 | |
| INSURANCE | $4,778 | $4,778 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,252 | TotalAmt |
| Program Services | $773,631 | ProgramServicesAmt |
| Management And General | $87,904 | ManagementAndGeneralAmt |
| Fundraising | $118,717 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,683 | BOYAmt |
| EOY | $504,042 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,787,749 | BOYAmt |
| EOY | $1,561,436 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,519,016 | BOYAmt |
| EOY | $27,955,682 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,522 | BOYAmt |
| EOY | $176,493 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,113,970 | BOYAmt |
| EOY | $30,197,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $13,102 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,151 | BOYAmt |
| EOY | $1,022,883 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,151 | BOYAmt |
| EOY | $1,035,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,872 | BOYAmt |
| EOY | $602,944 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,858,604 | BOYAmt |
| EOY | $1,360,500 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,858,343 | BOYAmt |
| EOY | $27,198,224 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,183,819 | BOYAmt |
| EOY | $29,161,668 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,113,970 | BOYAmt |
| EOY | $30,197,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $644,453 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,333,396 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,446,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,501,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,914,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,472,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $734,852 | CurrentTaxYearAmt |
| Total | $8,070,835 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,446,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,501,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,914,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,472,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $734,852 | CurrentTaxYearAmt |
| Total | $8,070,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,170,136 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,900,699 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $523,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $423,523 | CurrentTaxYearAmt |
| Total | $2,045,324 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,899 | CurrentTaxYearAmt |
| Total | $340,027 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,456,186 | TotalSupportAmt |
| Public Support CY170 | 0.66000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 340,027 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $734,852 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $773,631 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $28,558,724 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,716,947 | BeginningYearBalanceAmt |
| Contributions | $734,852 | ContributionsAmt |
| Investment Earnings Or Losses | $3,880,556 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $773,631 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,558,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,638,111 | BeginningYearBalanceAmt |
| Contributions | $2,472,585 | ContributionsAmt |
| Investment Earnings Or Losses | $2,437,776 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $831,525 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,716,947 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,929,890 | BeginningYearBalanceAmt |
| Contributions | $1,914,594 | ContributionsAmt |
| Investment Earnings Or Losses | -$750,794 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $455,579 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,638,111 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,434,983 | BeginningYearBalanceAmt |
| Contributions | $1,501,997 | ContributionsAmt |
| Investment Earnings Or Losses | $2,516,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $523,311 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,929,890 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,846,015 | BeginningYearBalanceAmt |
| Contributions | $1,325,076 | ContributionsAmt |
| Investment Earnings Or Losses | $1,484,580 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $220,688 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,434,983 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $758,019 |
| PRESENT VALUE OF GIFT ANNUITY PAYABL | $264,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,022,883 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,177,493 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,333,396 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $276,272 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,609,668 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,567,825 | RevenueSubtotalAmt |
| Other Revenues Not Included | $56,880 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $56,880 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,624,705 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,199,644 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $276,272 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $276,272 | ExpensesNotReportedAmt |
| Expenses Subtotal | $923,372 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $56,880 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $56,880 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $980,252 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | RECLASSIFICATION OF MISCELLANEOUS INCOME 56,880 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | RECLASSIFICATION OF MISCELLANEOUS INCOME 56,880 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP / AWARDS | GrantTypeTxt |
| Recipient | 345 | RecipientCnt |
| Cash Grant | $773,631 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | MILLERSVILLE UNIVERSITY FOUNDATION IS A NON-PROFIT ORGANIZATION OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION MANAGES AND INVESTS FUNDS RECEIVED FROM ALUMNI AND FRIENDS OF MILLERSVILLE UNIVERSITY OF PENNSYLVANIA. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE FOUNDATION HAS MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED AND APPROVED BY THE CONTROLLER PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE DIRECTORS SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS ENFORCED WITH EDUCATION AND DISCLOSURE STATEMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILBLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | RECLASSIFICATION OF MISCELLANEOUS INCOME -56,880 RECLASSIFICATION OF MISCELLANEOUS INCOME 56,880 |
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