2015-05-15T14:04:39-05:00 2014-06-30 341877117 CBIZ MHM LLC 220 W DOUGLAS SUITE 300 WICHITA KS 67202 990 2013-07-01 486121167 WICHITA STATE UNIVERSITY FOUNDATION WICH 3169783040 1845 FAIRMOUNT CAMPUS BOX 2 WICHITA KS 672600002 ELIZABETH KING PRESIDENT & CEO 3169783040 2015-05-12 1 PAMELA J PEPPARD CPAPFS P00595196 3162655600 2013 2016-04-25 22:37:26Z ELIZABETH KING 1845 FAIRMOUNT WICHITA KS 672600002 79047177 0 X WWW.WICHITA.EDU/FOUNDATION X 1965 KS FUNDRAISING FOR WSU AND MANAGING THE CONTRIBUTIONS, INVESTMENTS AND DISTRIBUTING SUPPORT TO WSU. 17 17 83 17 -75850 -75850 14152844 11488289 0 0 12546905 9201191 2929333 2715360 29629082 23404840 4884319 4995173 0 0 2845036 2843117 0 0 2084722 7526776 8271454 15256131 16109744 14372951 7295096 244298600 265630332 17442952 17119990 226855648 248510342 X THE WICHITA STATE UNIVERSITY FOUNDATION, AS THE PRIVATE FUND RAISING ORGANIZATION OF THE UNIVERSITY, SEEKS TO ADVANCE THE MISSION OF THE UNIVERSITY BY INDENTIFYING, CULTIVATING AND SOLICITING PRIVATE SUPPORT FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS. - CONT. ON SCHEDULE OPRIVATE CONTRIBUTIONS ARE NECESSARY TO SUPPORT THE PROGRAMS AND VISION OF THE UNIVERSITY. ITS PRIVATE STATUS ENSURES THE DONOR'S RIGHT OF ANONYMITY AND ITS ABILITY TO SUPPORT THE UNIVERSITY'S MISSION. THE FOUNDATION FURTHER SEEKS TO BUILD AND FOSTER RELATIONSHIPS WITH INTERNAL AND EXTERNAL CONSTITUENCIES, WHICH MUTUALLY BENEFIT THE UNIVERSITY, THE WICHITA COMMUNITY, AND THE STATE OF KANSAS. 0 0 4995173 4995173 THE FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS FOR USE IN ATTENDING THE WICHITA STATE UNIVERSITY IN ACCORDANCE WITH PROVISIONS ESTABLISHED BY THE DONOR 6675724 PROFESSORSHIPS AND GRANTS ARE AWARDED TO FACULTY MEMBERS OR COLLEGES IN THE UNIVERSITY IN ACCORDANCE WITH DONOR RESTRICTIONS FOR EDUCATIONAL ENDEAVORS 11670897 1 1 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 103 0 1 83 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X SKIP SWEARINGEN 3169783816 1845 FAIRMOUNT WICHITA KS 672600002 DEBORAH G HAYNES DIRECTOR 1.00 X 0 0 0 PAMELA AMMAR DIRECTOR 1.00 X 0 0 0 CRAIG W BARTON PAST BOARD CHAIR 1.00 X X 0 0 0 M CLARK BASTIAN DIRECTOR 1.00 X 0 0 0 WILLIAM B MOORE BOARD CHAIR 1.00 X X 0 0 0 JOHN R MORSE DIRECTOR 1.00 X 0 0 0 MARILYN B PAULY TREASURER 1.00 X X 0 0 0 PAUL S ALLEN DIRECTOR 1.00 X 0 0 0 TIMOTHY BUCKLEY DIRECTOR 1.00 X 0 0 0 KELLY CALLEN DIRECTOR 1.00 X 0 0 0 CURTIS GRIDLEY DIRECTOR 1.00 X 0 0 0 DALE MALTBIE SECRETARY 1.00 X X 0 0 0 DAN PEARE DIRECTOR 1.00 X 0 0 0 NANCY MARTIN DIRECTOR 1.00 X 0 0 0 KENTON T RICHARDS DIRECTOR 1.00 X 0 0 0 STEVE FEILMEIER DIRECTOR 1.00 X 0 0 0 BARRY SCHWAN DIRECTOR 1.00 X 0 0 0 ELIZABETH H KING PRESIDENT AND CEO 60.00 X 224894 0 61708 TERRE JOHNSON VP OF DEVELOPMENT 50.00 X 103448 0 21628 MICHAEL LAMB VP FOR PLANNED GIVING 50.00 X 120080 0 30622 PATRICIA J SELBY ASST. TREASURER 45.00 X 125385 0 31608 573807 0 145566 4 0 1 0 BENNETT CONSULTING 1125 WEST 33RD ST N WICHITA KS 67204 FUNDRAISING 133776 INSTITUTE FOR MANAGEMENT DEVELOPMENT 9626 SW RIVER VALLEY AUGUSTA KS 67010 SEMINARS 112844 2 11488289 1014501 11488289 3899621 3899621 60943907 55636837 5500 5307070 -5500 5301570 5301570 OTHER INCOME 611710 2715360 2791210 -75850 2715360 23404840 2791210 -75850 9201191 4995173 4995173 579083 64588 240525 273970 1672203 668723 1003480 433375 180201 253174 158456 4546 63997 89913 7224 7224 UNIVERSITY SUPPORT 7123785 5488671 1170929 464185 PROFESSIONAL FEES 1199319 1169569 29750 GENERAL & ADMIN 140784 140784 CHANGE OF SPLIT INTERES -199658 -199658 16109744 11670897 2354125 2084722 9025134 10207569 9005256 6123181 46025 43752 1396362 629810 773777 766552 110651219 117572789 95335394 110060479 19461795 20856010 244298600 265630332 17442952 17119990 17442952 17119990 X 6167882 6596005 66891907 82514764 153795859 159399573 226855648 248510342 244298600 265630332 7295096 14359598 0 X 0 1 X 1 0 X 21597976 9085045 10498001 14152844 11488289 66822155 21597976 9085045 10498001 14152844 11488289 66822155 66822155 3439014 4434578 3859645 3912146 3899621 19545004 86367159 13751515 0.77370 0.80280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 157.00 1 0 168175 15867188 X X X 0 221137766 11091634 21805834 4995173 6675724 242364337 204350551 13744081 13693351 4884319 5765898 221137766 211101557 10160872 -6117903 4129678 6664297 204350551 184068237 8698984 30971944 3865689 8771919 211101557 159463386 19528298 16247891 3608424 7562914 184068237 0.00190 0.65770 0.34040 0 0 597175 597175 186702 18950 167752 612485 610860 1625 766552 62932937 F SAVINGS BONDS 45458 F MORTGAGE-BACKED SECURITIES 14437812 F CERTIFICATES OF DEPOSIT 3918122 F VENTURE CAPITAL 15885810 F COMMODITY 10194080 F EXCHANGE-TRADED FUNDS 2437133 F REAL ESTATE 209127 F 110060479 ART COLLECTION 15867188 OTHER ASSETS 1004615 CSV - LIFE INSURANCE 3984207 20856010 X 37764438 14359598 14359598 23404840 0 23404840 16109744 0 16109744 0 16109744 PART II, LINE 9: NO IMPACT DURING CURRENT FISCAL YEAR. THE CONSERVATION EASEMENT IS ACTUALLY WITH THE UNIVERSITY, AND THE REVENUES WILL BE RECEIVED AND SPENT ON THE UNIVERSITY'S BOOKS, NOT ON THE FOUNDATION. THE FOUNDATION OWNS THE PROPERTY FOR THE BIOLOGY DEPARTMENT USE. PART III, LINE 1A: THE ULRICH MUSEUM AND ANTHROPOLOGY MUSEUM PROVIDE LEARNING OPPORTUNITIES FOR STUDENTS AND FACULTY IN BOTH THE COLLEGE OF FINE ARTS AND LIBERAL ARTS & SCIENCES WHERE THE ANTHROPOLOGY DEPARTMENT IS LOCATED. THE COLLECTIONS OF BOTH ARE USED BY FACULTY MEMBERS IN TEACHING STUDENTS. THE FOUNDATION'S NONPROFIT STATUS IS TO SERVE AS THE FUNDRAISING ARM FOR THE UNIVERSITY WHICH WOULD INCLUDE ANY TOOLS USED BY STUDENTS AND FACULTY. PART III, LINE 4: THE ULRICH MUSEUM AND ANTHROPOLOGY MUSEUM PROVIDE LEARNING OPPORTUNITIES FOR STUDENTS AND FACULTY IN BOTH THE COLLEGE OF FINE ARTS AND LIBERAL ARTS & SCIENCES WHERE THE ANTHROPOLOGY DEPARTMENT IS LOCATED. THE COLLECTIONS OF BOTH ARE USED BY FACULTY MEMBERS IN TEACHING STUDENTS. THE FOUNDATION'S NONPROFIT STATUS IS TO SERVE AS THE FUNDRAISING ARM OF THE UNIVERSITY WHICH WOULD INCLUDE ANY TOOLS USED BY STUDENTS AND FACULTY. PART V, LINE 4: SUPPORT TO WSU THROUGH SCHOLARSHIPS/FELLOWSHIPS, FACULTY SUPPORT, BUILDING PROJECTS, AND OTHER PRIORITIES FOR THE UNIVERSITY. PART X, LINE 2: FIN 48 FOOTNOTE: THE FOUNDATION'S PRESENT ACCOUNTING POLICY FOR THE EVALUATION OF UNCERTAIN TAX POSITIONS IS TO REVIEW THOSE POSITIONS ON AN ANNUAL BASIS. A LIABILITY WOULD BE RECORDED IN THE FINANCIAL STATEMENTS DURING THE PERIOD WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES AND THE LIABILITY WOULD BE INCURRED BY THE FOUNDATION. THE FOUNDATION DID NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014. X X X X X 1 JOHN L BENNETT 1125 WEST 33RD ST N WICHITA KS 67204 SOLICITATION FOR UNIVERSITY 0 357277 147707 209570 357277 147707 209570 KS 1 STUDENT SCHOLARSHIPS 3294 4995173 CASH PART I, LINE 2: MONITORING OF FUNDS FOR GRANTS: SEPARATE FUNDS ARE SET UP IN THE FOUNDATION'S FINANCIAL SOFTWARE (BLACKBAUD FINANCIAL EDGE) - THE FOUNDATION MAINTAINS FUND ACCOUNTING TO MONITOR EACH FUNDS ACTIVITY. X 1 1 X X X 1 0 0 0 0 0 0 0 0 ELIZABETH H KING PRESIDENT AND CEO 215092 0 0 0 9802 0 48885 0 12823 0 286602 0 0 0 TERRE JOHNSON VP OF DEVELOPMENT 103240 0 0 0 208 0 14454 0 7174 0 125076 0 0 0 MICHAEL LAMB VP FOR PLANNED GIVING 116592 0 0 0 3488 0 16811 0 13811 0 150702 0 0 0 PATRICIA J SELBY ASST. TREASURER 125385 0 0 0 0 0 17554 0 14054 0 156993 0 0 0 PART I, LINE 4A TERRE JOHNSON PAID FROM 9/28/13 TO 02/01/14 17 WEEKS OF SEVERENCE PAY - $37,166.58 ACCRUED VACATION PAID - $12,807.34 FORM 990, SCHEDULE J, LINE 2 POLICY REGARDING PAYMENT OF SPENDING ACCTS, AND DUES EXPENSES ARE PAID/REIMBURSED AFTER PRES/BOARD DOCUMENT HOW EXPENSES BENEFIT THE WSU FOUNDATION THROUGH CONTINUING DONOR CONTACT AND STEWARDSHIP. MARILYN B PAULY DIRECTOR 18314628 BOND FUND INVESTMENT W/ BANK 0 X 6 168175 APPRAISAL IF > $5000 X 35 1337279 AVERAGE OF HIGH AND LOW 1 0 1 1 PART I, LINE 32B: DEACCESSIONED ART IS SOLD BY AN ART AUCTION COMPANY. SECURITIES ARE SOLD BY A BROKERAGE FIRM FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS MAY HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S AUDIT COMMITTEE PRIOR TO SUBMITTING THE RETURN TO THE INTERNAL REVENUE SERVICE. THE 990 IS AVAILABLE ON OUR WEBSITE AND OUR BOARD IS APPRISED OF THE OPTION TO REVIEW IT THERE. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REVIEWED ANNUALLY AND FORM IS SIGNED BY EACH DIRECTOR OF THE BOARD THAT THEY UNDERSTAND AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWS SALARY POOLS WITH THE EXECUTIVE COMMITTEE AND THE PRESIDENT & CEO REVIEWS THE VP'S SALARY CHANGES WITH THE BOARD CHAIR. THE BOARD CHAIR AND EXECUTIVE COMMITTEE REVIEW AND APPROVES THE PRESIDENT & CEO'S SALARY. AN ANNUAL COMPARISON OF SALARIES TO THE KS BOARD OF REGENTS INSTITUTIONS AND WASHBURN UNIV. IS PERFORMED. FORM 990, PART VI, SECTION C, LINE 19 AT THE CURRENT TIME, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. A COPY OF THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND A COPY OF THE AUDIT IS AVAILABLE UPON REQUEST AS NOTED ON THE WEBSITE.