2015-11-02T08:57:17-06:00 2015-06-30 232108173 REINSEL KUNTZ LESHER LLP PO BOX 8408 LANCASTER PA 176048408 990 2014-07-01 236435616 MILLERSVILLE UNIVERSITY FOUNDATION MILL 7178714088 DUNCAN ALUM HS 207 N GEORGE ST MILLERSVILLE PA 17551 DEBRA ORDWAY CONTROLLER 7178714088 2015-11-02 1 JAMES G CASSEL CPA P01750495 7173945666 2015-11-02 2014 2016-03-07 17:11:31Z DAVID THOMPSON PO BOX 1002 MILLERSVILLE PA 17551 6395044 0 X WWW.MILLERSVILLE.EDU/SERVICES/MUFOUNDATION X 1966 PA 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. 25 25 0 25 0 0 734852 776049 0 0 827954 869931 61899 5218 1624705 1651198 773631 788419 0 0 0 0 0 0 66440 206621 177628 980252 966047 644453 685151 30197653 29702682 1035985 1465108 29161668 28237574 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. 0 0 788419 788419 ALL PROGRAMS INCLUDE SCHOLARSHIPS, AWARDS OR GRANTS FOR STUDENTS OR ORGANIZATIONS OF MILLERSVILLE UNIVERSITY. 788419 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X DEBRA ORDWAY 7178714088 MILLERSVILLE UNIVERSITY MILLERSVILLE PA 17551 X MR DAVID THOMPSON PRESIDENT 1.00 X X 0 0 0 MR JAN L GRAYBILL VICE PRESIDENT 0.30 X X 0 0 0 DR TAMARA C WILLIS SECRETARY 0.30 X X 0 0 0 MR BARRY E MILLER TREASURER 0.30 X X 0 0 0 DR DANIEL R BIEMESDERFER DIRECTOR 0.30 X 0 0 0 MS BEVERLY HACKER BRENISER DIRECTOR 0.30 X 0 0 0 MRS JUDITH C CARTER DIRECTOR 0.30 X 0 0 0 DR XIMENA CATEPILLAN DIRECTOR 0.30 X 0 0 0 DR BENJAMIN J DELTITO DIRECTOR 0.30 X 0 0 0 MR STEPHEN J FELLIN DIRECTOR 0.30 X 0 0 0 DR SAUL W FINK DIRECTOR 0.30 X 0 0 0 DR ROBERT A FRICK DIRECTOR 0.30 X 0 0 0 DR RICHARD A GLENN DIRECTOR 0.30 X 0 0 0 MS NICOLE GUY DIRECTOR 0.30 X 0 0 0 MS ANNE JACKSON DIRECTOR 0.30 X 0 0 0 DR DARRYL L LANDIS DIRECTOR 0.30 X 0 0 0 MR ERIC G LIDDELL DIRECTOR 0.30 X 0 0 0 DR JULIE A LOMBARDI DIRECTOR 0.30 X 0 0 0 MS ELIZABETH H MARTIN DIRECTOR 0.30 X 0 0 0 DR WILLIAM B MCILWAINE DIRECTOR 0.30 X 0 0 0 MR ROBERT E PATTERSON DIRECTOR 0.30 X 0 0 0 MR GERALD S ROBINSON DIRECTOR 0.30 X 0 0 0 MS KATHRYN R ROSS DIRECTOR 0.30 X 0 0 0 MR JAMES D WARNER DIRECTOR 0.30 X 0 0 0 MR BENJAMIN D YODER DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 776049 776049 602785 602785 5010992 4743846 267146 267146 267146 MISCELLANEOUS INCOME 523920 2930 2930 CHANGE IN CSV INSURANCE 523920 2288 2288 5218 1651198 0 0 875149 788419 788419 9850 9850 57755 57755 4990 4990 31515 31515 4778 4778 UNIVERSITY FUNDRAISING 51224 51224 BAD DEBT EXPENSE 15216 15216 DUES 2300 2300 966047 788419 111188 66440 243027 591911 1561436 833418 28216697 28074061 176493 203292 30197653 29702682 13102 25333 1022883 1439775 1035985 1465108 X 602944 316506 1360500 6102539 27198224 21818529 29161668 28237574 30197653 29702682 685151 -517256 -1091989 0 X X 0 1 X 1 0 X 1501997 1914594 2472609 734852 776049 7400101 1501997 1914594 2472609 734852 776049 7400101 973684 6426417 393214 425942 523399 423523 602785 2368863 70530 102684 6088 61899 5218 246419 10015383 0.64170 0.66000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27814129 771455 326970 788419 203067 27921068 24716947 734852 3135961 773631 27814129 20638111 2472585 2437776 831525 24716947 19929890 1914594 -750794 455579 20638111 16434983 1501997 2516221 523311 19929890 0.00480 0.98320 0.01200 0 0 0 AGENCY FUNDS 1212689 PRESENT VALUE OF GIFT ANNUITY PAYABLE 227086 1439775 X 1390493 -517256 259481 -257775 1648268 2930 2930 1651198 1222598 259481 259481 963117 2930 2930 966047 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. 1 SCHOLARSHIP/AWARDS 292 788419 PART I, LINE 2: THE ORGANIZATION'S GRANTS ARE USED BY INDIVIDUALS TO ATTEND COLLEGE AT MILLERSVILLE UNIVERSITY WHICH IS IN MILLERSVILLE, PENNSYLVANIA. 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.