MILLERSVILLE UNIVERSITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MILLERSVILLE UNIVERSITY FOUNDATION (EIN 23-6435616)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-02
- IRS object ID
- 201503069349300750
- Schema version
- 2014v5.0
- 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 | 2015-11-02T08:57:17-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176048408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 7178714088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DUNCAN ALUM HS 207 N GEORGE ST | AddressLine1Txt |
| City | MILLERSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA ORDWAY | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 7178714088 | PhoneNum |
| Signature | 2015-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G CASSEL CPA | PreparerPersonNm |
| PTIN | P01750495 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2015-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | AddressLine1Txt |
| City | MILLERSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,395,044 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILLERSVILLE.EDU/SERVICES/MUFOUNDATION | 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 | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $734,852 | PYContributionsGrantsAmt |
| CY Contributions Grants | $776,049 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $827,954 | PYInvestmentIncomeAmt |
| CY Investment Income | $869,931 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,899 | PYOtherRevenueAmt |
| CY Other Revenue | $5,218 | CYOtherRevenueAmt |
| PY Total Revenue | $1,624,705 | PYTotalRevenueAmt |
| CY Total Revenue | $1,651,198 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $773,631 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $788,419 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,440 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $206,621 | PYOtherExpensesAmt |
| CY Other Expenses | $177,628 | CYOtherExpensesAmt |
| PY Total Expenses | $980,252 | PYTotalExpensesAmt |
| CY Total Expenses | $966,047 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $644,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $685,151 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,197,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,702,682 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,035,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,465,108 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,161,668 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,237,574 | NetAssetsOrFundBalancesEOYAmt |
| 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $788,419 | ExpenseAmt |
| Grant | $788,419 | GrantAmt |
| Desc | ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY. | Desc |
| Total Program Service Expenses | $788,419 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA ORDWAY | PersonNm |
| Phone | 7178714088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILLERSVILLE UNIVERSITY | AddressLine1Txt |
| City | MILLERSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MR DAVID THOMPSON | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR JAN L GRAYBILL | ||||||
| VICE PRESIDENT | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR TAMARA C WILLIS | ||||||
| SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR BARRY E MILLER | ||||||
| TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR DANIEL R BIEMESDERFER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS BEVERLY HACKER BRENISER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS JUDITH C CARTER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR XIMENA CATEPILLAN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR BENJAMIN J DELTITO | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR STEPHEN J FELLIN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR SAUL W FINK | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR ROBERT A FRICK | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD A GLENN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS NICOLE GUY | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ANNE JACKSON | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR DARRYL L LANDIS | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ERIC G LIDDELL | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR JULIE A LOMBARDI | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ELIZABETH H MARTIN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR WILLIAM B MCILWAINE | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ROBERT E PATTERSON | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR GERALD S ROBINSON | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS KATHRYN R ROSS | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES D WARNER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR BENJAMIN D YODER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $776,049 | AllOtherContributionsAmt |
| Total Contributions | $776,049 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $602,785 | TotalRevenueColumnAmt |
| Exclusion | $602,785 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,010,992 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,743,846 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $267,146 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,146 | TotalRevenueColumnAmt |
| Exclusion | $267,146 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 523920 | $2,930 | $2,930 |
| CHANGE IN CSV INSURANCE | 523920 | $2,288 | $2,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,218 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,651,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $875,149 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,419 | TotalAmt |
| Program Services | $788,419 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,850 | TotalAmt |
| Management And General | $9,850 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,755 | TotalAmt |
| Management And General | $57,755 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,990 | TotalAmt |
| Management And General | $4,990 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,515 | TotalAmt |
| Management And General | $31,515 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,778 | TotalAmt |
| Management And General | $4,778 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UNIVERSITY FUNDRAISING | $51,224 | $51,224 | |
| BAD DEBT EXPENSE | $15,216 | $15,216 | |
| DUES | $2,300 | $2,300 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,047 | TotalAmt |
| Program Services | $788,419 | ProgramServicesAmt |
| Management And General | $111,188 | ManagementAndGeneralAmt |
| Fundraising | $66,440 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,027 | BOYAmt |
| EOY | $591,911 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,561,436 | BOYAmt |
| EOY | $833,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,216,697 | BOYAmt |
| EOY | $28,074,061 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,493 | BOYAmt |
| EOY | $203,292 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,197,653 | BOYAmt |
| EOY | $29,702,682 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,102 | BOYAmt |
| EOY | $25,333 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,883 | BOYAmt |
| EOY | $1,439,775 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,985 | BOYAmt |
| EOY | $1,465,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,944 | BOYAmt |
| EOY | $316,506 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,360,500 | BOYAmt |
| EOY | $6,102,539 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,198,224 | BOYAmt |
| EOY | $21,818,529 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,161,668 | BOYAmt |
| EOY | $28,237,574 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,197,653 | BOYAmt |
| EOY | $29,702,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $685,151 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$517,256 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,091,989 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,501,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,914,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,472,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $734,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $776,049 | CurrentTaxYearAmt |
| Total | $7,400,101 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,501,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,914,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,472,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $734,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $776,049 | CurrentTaxYearAmt |
| Total | $7,400,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $973,684 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,426,417 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $393,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $425,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $523,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $423,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $602,785 | CurrentTaxYearAmt |
| Total | $2,368,863 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,218 | CurrentTaxYearAmt |
| Total | $246,419 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,015,383 | TotalSupportAmt |
| Public Support CY170 | 0.64170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66000 | 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 | $27,814,129 | BeginningYearBalanceAmt |
| Contributions | $771,455 | ContributionsAmt |
| Investment Earnings Or Losses | $326,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $788,419 | GrantsOrScholarshipsAmt |
| Other Expenditures | $203,067 | OtherExpendituresAmt |
| End Year Balance | $27,921,068 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,716,947 | BeginningYearBalanceAmt |
| Contributions | $734,852 | ContributionsAmt |
| Investment Earnings Or Losses | $3,135,961 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $773,631 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,814,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $1,212,689 |
| PRESENT VALUE OF GIFT ANNUITY PAYABLE | $227,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,439,775 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,390,493 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$517,256 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $259,481 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$257,775 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,648,268 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,930 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,930 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,651,198 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,222,598 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $259,481 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $259,481 | ExpensesNotReportedAmt |
| Expenses Subtotal | $963,117 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,930 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,930 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $966,047 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND AWARDS TO SUPPORT STUDENTS AND PROGRAMS OF MILLERSVILLE UNIVERSITY. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENT. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENT. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2012. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF MISCELLANEOUS INCOME 2,930. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASSIFICATION OF MISCELLANEOUS INCOME 2,930. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP/AWARDS | GrantTypeTxt |
| Recipient | 292 | RecipientCnt |
| Cash Grant | $788,419 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED SO THE BOARD OF DIRECTORS OF THE FOUNDATION SHALL INCLUDE AT LEAST ONE DIRECTOR FROM THE COUNCIL OF TRUSTEES FOR MILLERSVILLE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE CONTROLLER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTORS SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS ENFORCED WITH EDUCATION AND DISCLOSURE STATEMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT AS OUTLINED IN ARTICLE VII SECTION 6 OF THE BYLAWS. THE AUDIT COMMITTEE DETERMINES WHEN AN RFP FOR AUDITING SERVICES NEEDS TO BE ISSUED TO SOLICIT BIDS FOR SERVICES. THEY EVALUATE THE RESPONSES AND SELECT THE FIRM THEY FEEL WILL BEST SERVE THE NEEDS OF THE FOUNDATION. THE STAFF LIAISON FROM THE ADVANCEMENT OFFICE AND THE UNIVERSITY CONTROLLER PROVIDE TECHNICAL AND CLERICAL ASSISTANCE IN THE PROCESS. |
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