MARSHALL UNIVERSITY FOUNDATION INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL UNIVERSITY FOUNDATION INCORPORATED (EIN 55-6011111)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201501339349303315
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T13:50:57-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556011111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL UNIVERSITY FOUNDATION INCORPORATED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 3046966264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 John Marshall Drive | AddressLine1 |
| City | Huntington | City |
| State | WV | State |
| ZIP Code | 25703 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Scott Anderson | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3046963388 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | R Scott Anderson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 John Marshall Drive | AddressLine1 |
| City | Huntington | City |
| State | WV | State |
| ZIP Code | 25703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,574,958 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.marshall.edu/foundation/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | The Marshall University Foundation was chartered on January 3, 1947 as an independent non-profit organization to receive, invest, administer and disburse private resources on behalf of Marshall University. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $58,901 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,886,640 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,654,113 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $193,664 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $195,895 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,190,562 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,322,399 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,115 | PYOtherRevenueAmt |
| CY Other Revenue | $100,682 | CYOtherRevenueAmt |
| PY Total Revenue | $37,348,981 | PYTotalRevenueAmt |
| CY Total Revenue | $15,273,089 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,294,416 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,791,813 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,393,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,458,314 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $767,291 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,784,052 | PYOtherExpensesAmt |
| CY Other Expenses | $5,344,634 | CYOtherExpensesAmt |
| PY Total Expenses | $9,472,430 | PYTotalExpensesAmt |
| CY Total Expenses | $15,594,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,876,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$321,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $172,446,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,285,932 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,635,766 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,425,903 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $160,810,465 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $174,860,029 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The organization's primary exempt purpose is to provide support to Marshall University by receiving, investing and administering private resources. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,606,059 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The organization provides support in the form of scholarships and awards to faculty and students related to their educational pursuits at the university | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,800,666 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The organization provides support to the university broadly and to individual departments in support of their respective education priorities in the form of payroll and stipend support, as well as to designated funds on behalf of departmental and university projects | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,503,772 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Department and unit operating funds provide additional resources for programs, travel, training, equipment and supplies, and other miscellaneous purposes on behalf of university departments | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,855,341 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Other expenses attributable to program funds in support of the university and departments. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,855,341 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,765,838 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Scott Anderson | PersonNm |
| Phone | 3046963388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 John Marshall Drive | AddressLine1 |
| City | Huntington | City |
| State | WV | State |
| ZIP Code | 25703 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 | Institutional TrusteeInstitutionalTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Mr Gary M Ambler | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Phyllis H Arnold | ||||||||||
| Director | 2 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr John W Ashford | ||||||||||
| Director | 2 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Gary D Baldwin | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr George R Brammer | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Jonathan A Broh | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Nancy E Campbell | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Mark A Chandler | ||||||||||
| Vice Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Mrs Johnna Coats | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Mark E Dempsey | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr James Farley | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr David Fox III | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr James E Gibson | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Joseph M Gillette | ||||||||||
| Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Mr Floyd Harlow Jr | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr David Helmer | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr William V Jackson | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr J Patrick Jones | ||||||||||
| Past Chair | 2 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Mr John K Kinzer | ||||||||||
| Treasurer | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Mr Robert L Osborne | ||||||||||
| Director | 2 | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Leon K Oxley | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Charles W Pace | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Audy M Perry | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Lake Polan III | ||||||||||
| Director | 2 | 3 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Douglas V Reynolds | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Casey J Robinson | ||||||||||
| Director | 2 | 1 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Sharon Shaffer | ||||||||||
| Secretary | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Mr Geoffrey S Sheils | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Richard L Slater | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Louis S Southworth | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Marc A Sprouse | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Lawrence J Tweel | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mrs Janet S Vineyard | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Louis Weisberg | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Charles H Wendell | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr Gary G White | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mr John Jay White | ||||||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Ronald G Area | ||||||||||
| CEO | 40.00 | 3.00 | $266,675 | $0 | $28,621 | Yes (X) | Yes (X) | Yes (X) | ||
| Mr R Scott Anderson | ||||||||||
| CFO | 40 | 3.00 | $112,047 | $0 | $23,204 | Yes (X) | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $378,722 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $51,825 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $12,654,113 | AllOtherContributionsAmt |
| Noncash Contributions | $424,711 | NoncashContributionsAmt |
| Total Contributions | $12,654,113 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Rental Income art warehouse | 531120 | $114,780 | $114,780 | $0 | $0 |
| Conference Center Activities | 721000 | $81,115 | $33,991 | $47,124 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $195,895 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $348,623 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $348,623 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,719 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,643 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,267,176 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,293,400 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,973,776 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,973,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,973,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $28,789 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,469 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,543 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,777 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,273,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,033 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $58,901 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,370,042 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,791,813 | TotalAmt |
| Program Services | $8,791,813 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $379,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,604 | TotalAmt |
| Program Services | $7,496 | ProgramServicesAmt |
| Management And General | $791,224 | ManagementAndGeneralAmt |
| Fundraising | $103,884 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,544 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $171,544 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,166 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,166 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,421 | TotalAmt |
| Program Services | $1,978 | ProgramServicesAmt |
| Management And General | $49,368 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,525 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,525 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,892 | TotalAmt |
| Program Services | $155,208 | ProgramServicesAmt |
| Management And General | $89,564 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,159,847 | TotalAmt |
| Program Services | $989,763 | ProgramServicesAmt |
| Management And General | $75,043 | ManagementAndGeneralAmt |
| Fundraising | $95,041 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,035 | TotalAmt |
| Program Services | $18,437 | ProgramServicesAmt |
| Management And General | $2,451 | ManagementAndGeneralAmt |
| Fundraising | $85,147 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,942 | TotalAmt |
| Program Services | $80,176 | ProgramServicesAmt |
| Management And General | $65,890 | ManagementAndGeneralAmt |
| Fundraising | $71,876 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,469 | TotalAmt |
| Program Services | $76,025 | ProgramServicesAmt |
| Management And General | $114,838 | ManagementAndGeneralAmt |
| Fundraising | $34,606 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,575 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $86,575 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,866 | TotalAmt |
| Program Services | $278,028 | ProgramServicesAmt |
| Management And General | $13,852 | ManagementAndGeneralAmt |
| Fundraising | $104,986 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,313 | TotalAmt |
| Program Services | $264,151 | ProgramServicesAmt |
| Management And General | $40,137 | ManagementAndGeneralAmt |
| Fundraising | $128,025 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,085 | TotalAmt |
| Program Services | $316,085 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,813 | TotalAmt |
| Program Services | $425,402 | ProgramServicesAmt |
| Management And General | $15,404 | ManagementAndGeneralAmt |
| Fundraising | $1,007 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,143 | TotalAmt |
| Program Services | $5,233 | ProgramServicesAmt |
| Management And General | $57,516 | ManagementAndGeneralAmt |
| Fundraising | $21,394 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Departmental Support - employment | $578,936 | $575,623 | $0 | $3,313 |
| Miscellaneous | $98,575 | $677 | $26,660 | $71,238 |
| Printing | $109,578 | $55,399 | $28,218 | $25,961 |
| Equipment and Supplies | $672,297 | $655,987 | $8,287 | $8,023 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,322 | TotalAmt |
| Program Services | $68,357 | ProgramServicesAmt |
| Management And General | $21,370 | ManagementAndGeneralAmt |
| Fundraising | $12,595 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,594,761 | TotalAmt |
| Program Services | $12,765,838 | ProgramServicesAmt |
| Management And General | $2,061,632 | ManagementAndGeneralAmt |
| Fundraising | $767,291 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,627 | BOYAmt |
| EOY | $45,646 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,568,227 | BOYAmt |
| EOY | $15,402,034 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,889,112 | BOYAmt |
| EOY | $23,196,515 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,870 | BOYAmt |
| EOY | $57,156 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,013 | BOYAmt |
| EOY | $41,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,927,930 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,992,396 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,358,755 | BOYAmt |
| EOY | $13,935,534 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,928,737 | BOYAmt |
| EOY | $11,914,383 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,105,143 | BOYAmt |
| EOY | $108,031,686 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,975 | BOYAmt |
| EOY | $1,514,067 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,405,772 | BOYAmt |
| EOY | $11,147,673 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,446,231 | BOYAmt |
| EOY | $185,285,932 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,934 | BOYAmt |
| EOY | $175,069 | 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 | $343,675 | BOYAmt |
| EOY | $223,894 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,490,975 | BOYAmt |
| EOY | $9,562,787 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,182 | BOYAmt |
| EOY | $464,153 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,635,766 | BOYAmt |
| EOY | $10,425,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,932,380 | BOYAmt |
| EOY | $20,183,595 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,664,356 | BOYAmt |
| EOY | $62,127,699 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,213,729 | BOYAmt |
| EOY | $92,548,735 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,810,465 | BOYAmt |
| EOY | $174,860,029 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,446,231 | BOYAmt |
| EOY | $185,285,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$321,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,391,932 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$20,696 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,201,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,007,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,777,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,886,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,654,113 | CurrentTaxYearAmt |
| Total | $87,526,722 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,201,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,007,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,777,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,886,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,654,113 | CurrentTaxYearAmt |
| Total | $87,526,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,324,530 | SubstantialContributorsTotAmt |
| Public Support Total170 | $84,202,192 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,118,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,063,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,096,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,732,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $624,880 | CurrentTaxYearAmt |
| Total | $8,635,204 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$6,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$4,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,777 | CurrentTaxYearAmt |
| Total | $13,515 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $96,175,441 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $117,059 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87551 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87858 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,636,984 | BeginningYearBalanceAmt |
| Contributions | $5,868,688 | ContributionsAmt |
| Investment Earnings Or Losses | $14,042,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,959,418 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,256,351 | OtherExpendituresAmt |
| Administrative Expenses | $48,242 | AdministrativeExpensesAmt |
| End Year Balance | $106,284,150 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,119,194 | BeginningYearBalanceAmt |
| Contributions | $7,398,155 | ContributionsAmt |
| Investment Earnings Or Losses | $9,646,427 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,695,769 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,697,300 | OtherExpendituresAmt |
| Administrative Expenses | $133,723 | AdministrativeExpensesAmt |
| End Year Balance | $90,636,984 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,809,934 | BeginningYearBalanceAmt |
| Contributions | $4,646,658 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,896,505 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $988,685 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,336,846 | OtherExpendituresAmt |
| Administrative Expenses | $115,362 | AdministrativeExpensesAmt |
| End Year Balance | $83,119,194 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,387,492 | BeginningYearBalanceAmt |
| Contributions | $4,248,915 | ContributionsAmt |
| Investment Earnings Or Losses | $13,825,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,680,071 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,851,054 | OtherExpendituresAmt |
| Administrative Expenses | $120,953 | AdministrativeExpensesAmt |
| End Year Balance | $83,809,934 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,175,159 | BeginningYearBalanceAmt |
| Contributions | $2,423,690 | ContributionsAmt |
| Investment Earnings Or Losses | $5,592,643 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,551,026 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,135,853 | OtherExpendituresAmt |
| Administrative Expenses | $117,121 | AdministrativeExpensesAmt |
| End Year Balance | $71,387,492 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1145 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.8411 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0444 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,442,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $2,442,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,304,864 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,301,129 | DepreciationAmt |
| Book Value | $11,003,735 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,181,066 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $691,267 | DepreciationAmt |
| Book Value | $489,799 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,935,534 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $8,250 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Commingled global equity funds | $56,156,559 | F |
| Commingled global fixed income | $15,014,001 | F |
| Commingled hedge fund of funds | $15,531,395 | F |
| Commingled Real asset fund | $14,201,470 | F |
| Commingled Private Capital fund of funds | $967,683 | F |
| Private Real Estate | $9,183 | F |
| Private Equity | $2,034,535 | F |
| Natural Resources | $725,626 | F |
| Venture | $1,884,338 | F |
| Distressed Debt | $1,497,646 | F |
| Wholly owned subsidiary | $1,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $108,031,686 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Contributions Rec from CRT | $874,687 |
| Beneficial Interest in Perpertual Trusts | $9,792,768 |
| Cash Surrender Value-Life Insurances | $464,718 |
| Gifts in Kind held by Organization | $15,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,147,673 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Fair Value of Interest Rate Swap | $169,121 |
| Charitable Gift Annuity Liability | $295,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $464,153 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $29,428,597 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,391,932 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $8,468 | OtherRevenueAmt |
| Revenue Not Reported | $14,400,400 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,028,197 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $244,892 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $244,892 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,273,089 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,379,033 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $29,164 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,164 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,349,869 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $244,892 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $244,892 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,594,761 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | Endowment funds are held according to donor restrictions to provide a perpetual source of inter-generational funding for scholarships, programs and research. Board designated endowments are a source of funding for development operations and for the greatest needs of the university. |
| Schedule D, Part XI, Line 2d | Cost of goods sold |
| Schedule D, Part XII, Line 2d | COGS and GIK transfers to University |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marshall University | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One John Marshall Drive | AddressLine1 |
| City | Huntington | City |
| State | WV | State |
| ZIP Code | 25755 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 556000789 | RecipientEIN |
| IRC Section | 501c3 | IRCSectionDesc |
| Cash Grant | $9,406,725 | CashGrantAmt |
| Non Cash Assistance | $20,696 | NonCashAssistanceAmt |
| Non Cash Assistance | Gifts in kind recieved on behalf of the University | NonCashAssistanceDesc |
| Purpose Of Grant | To support students and university departments in their educational mission | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The organization maintains documentation on individual funds and related criteria for eligibility for grants. The organization coordinates with the university departments and units in accordance with fund guidelines to substantiate eligibility and authorization for grants and assistance. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Ronald G Area | ||||||||||||||
| CEO | $260,315 | $0 | $0 | $0 | $6,360 | $0 | $15,641 | $0 | $12,980 | $0 | $295,296 | $0 | $0 | $0 |
| Mr R Scott Anderson | ||||||||||||||
| CFO | $111,747 | $0 | $0 | $0 | $300 | $0 | $6,723 | $0 | $16,481 | $0 | $135,251 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Social club dues and a limited amount of spousal travel are part of the employment agreement with the CEO | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The County Commission of Cabell County WV Commercial Development Revenue | BusinessNameLine1 |
| Business Name Line2 | Bond Series 2010 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 556000305 | BondIssuerEIN |
| Bond Issued | 2010-12-21 | BondIssuedDt |
| Issue Price | $9,200,000 | IssuePriceAmt |
| Purpose | Construction and furnishing of building | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $9,200,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $59,200 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $9,140,800 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,999 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | est fair value | 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 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | est fair value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $404,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | market quote | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $535 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | est fair value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 2 | $7,699 | est fair value |
| Yes (X) | Life Insurance Premiums | 1 | $4,800 | cash value |
| Yes (X) | items to support fundraiser event | 1 | $663 | cash value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Form 990 and schedules were provided to the Board of Directors for review prior to filing and a meeting was conducted to review and approve the return for filing. |
| Form 990, Part VI, Section B, Line 12c | The Board annually surveys its members and reviews responses about conflict of interest. |
| Form 990, Part VI, Section B, Line 15 | CEO compensation and performance are reviewed annually by the Human Resources committee using a process which includes board surveys and a formal review. |
| Form 990, Part VI, Section C, Line 19 | Governing documents and policies are available upon request. Summary financial information is available on the organization annual report which is available on the website. The audited financial statements are available upon request. |
| Form 990, Part XI, Line 9 | Gift in kind transfers to university |
| Schedule B, Part I | Gifts in Kind and Marketable Securities |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marshall University Real Estate Foundation Inc | |||||||||||
| 519 John Marshall Drive | Huntington | WV | 25703 | 262912485 | Receive real estate on behalf of Marshall University | WV | 501(c)(3) | 509(a)(3) III-FI | The Marshall University Foundation | Yes (1) | |
| Marshall University Alumni Association Inc | |||||||||||
| One John Marshall Drive | Huntington | WV | 25755 | 264778743 | Alumni activities | WV | 501(c)(3) | 509(a)(3) III-FI | 0 | N/A | |
| Marshall University | |||||||||||
| One John Marshall Drive | Huntington | WV | 25755 | 556000789 | Higher education institution | WV | 501(c)(3) | line 2 | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marshall Services Corporation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 296 | AddressLine1 |
| City | Huntington | City |
| State | WV | State |
| ZIP Code | 25707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461383543 | EIN |
| Primary Activities | Invest in joint venture for internationalization of campus | PrimaryActivitiesTxt |
| Legal Domicile State | WV | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Marshall University Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Marshall Services Corporation | ||
| o | $0 | A de minimis amount of time is spent in administrative support of MSC |
| Marshall University Alumni Association Inc | ||
| r | $0 | The foundation provides support for accounting, database management, and other administrative support on substantially equivalent terms as for uncontrolled constituents. |
| Marshall University Alumni Association Inc | ||
| n | $0 | No amount is estimated for the value of the shared facilities, equipment, mailing lists, etc shared with the related organization. |
| Marshall University Alumni Association Inc | ||
| o | $138,282 | The estimated value of the employees paid for by the foundation who work primarily with MUAA |
| Marshall University Real Estate Foundation Inc | ||
| o | $0 | A de minimis amount of time is spent by the staff providing support to the MUREF. |
| Marshall University | ||
| r | $12,765,838 | cash and property transferred to Marshall University as reported on schedule I as program expenditures |
| Marshall University | ||
| l | $0 | The Foundation is the primary fundraiser for private support for the institution. |
Comments