2014-05-14T10:14:51-05:00 2013-06-30 341877117 CBIZ MHM LLC 220 W DOUGLAS SUITE 300 WICHITA KS 67202 990 2012-07-01 486121167 WICHITA STATE UNIVERSITY FOUNDATION WICH 3169783040 1845 FAIRMOUNT CAMPUS BOX 2 WICHITA KS 672600002 ELIZABETH KING 3169783040 2014-05-14 1 PAMELA J PEPPARD CPAPFS P00595196 3162655600 2012 2015-11-30 17:44:51Z ELIZABETH KING 1845 FAIRMOUNT WICHITA KS 672600002 118562239 0 X WWW.WICHITA.EDU/FOUNDATION X 1965 KS FUNDRAISING FOR WSU AND MANAGING THE CONTRIBUTIONS, INVESTMENTS AND DISTRIBUTING SUPPORT TO WSU. 17 17 91 17 -62197 -62197 10498001 14152844 0 0 11178793 12546905 3196950 2929333 24873744 29629082 4129678 4884319 0 0 2737746 2845036 0 0 1936549 8289129 7526776 15156553 15256131 9717191 14372951 226471763 244298600 15904379 17442952 210567384 226855648 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 4884319 4884319 THE FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS FOR USE IN ATTENDING THE WICHITA STATE UNIVERSITY IN ACCORDANCE WITH PROVISIONS ESTABLISHED BY THE DONOR 6180330 PROFESSORSHIPS AND GRANTS ARE AWARDED TO FACULTY MEMBERS OR COLLEGES IN THE UNIVERSITY IN ACCORDANCE WITH DONOR RESTRICTIONS FOR EDUCATIONAL ENDEAVORS 11064649 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 1 109 0 1 91 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X SKIP SWEARINGEN 3169783816 1845 FAIRMOUNT WICHITA KS 672600002 DEBORAH G HAYNES 1.00 X 0 0 0 PAMELA AMMAR 1.00 X 0 0 0 EDMUND D PACK JR 1.00 X 0 0 0 CRAIG W BARTON 1.00 X X 0 0 0 BRIAN A HEINRICHS 1.00 X 0 0 0 BARRY L SCHWAN 1.00 X 0 0 0 BILL MOORE 1.00 X X 0 0 0 JOHN R MORSE 1.00 X 0 0 0 MARILYN B PAULY 1.00 X X 0 0 0 PAUL S ALLEN 1.00 X 0 0 0 JULIE-ELLEN ACOSTA 1.00 X 0 0 0 TIM BUCKLEY 1.00 X 0 0 0 KELLY CALLEN 1.00 X 0 0 0 CURT GRIDLEY 1.00 X 0 0 0 DALE MALTBIE 1.00 X X 0 0 0 DAN PEARE 1.00 X 0 0 0 NANCY MARTIN 1.00 X 0 0 0 L BRANTNER RESIGNED BY YE 1.00 X 0 0 0 ELIZABETH H KING 60.00 X 230571 0 26912 TERRE JOHNSON 50.00 X 107886 0 15873 MICHAEL LAMB 45.00 X 119396 0 18175 PATSY J SELBY 45.00 X 128792 0 18949 586645 0 79909 4 0 1 0 INSTITUTE FOR MANAGEMENT DEVELOPMENT 9626 SW RIVER VALLEY AUGUSTA KS 67010 SEMINARS 143500 BENNETT CONSULTING 1125 WEST 33RD ST N WICHITA KS 67204 FUNDRAISING 138518 2 14152844 505902 14152844 3912146 3912146 97565416 2500 88933157 0 8632259 2500 8634759 8634759 OTHER INCOME 611710 2929333 2991530 -62197 2929333 29629082 2991530 -62197 12546905 4884319 4884319 586645 70498 251178 264969 1685062 671222 1013840 405400 169880 235520 167929 5211 68186 94532 7224 7224 UNIVERSITY SUPPORT 7506943 6114333 1064922 327688 PROFESSIONAL FEES 211829 182284 29545 GENERAL & ADMIN 72444 72444 CHANGE OF SPLIT INTERES -271664 -271664 15256131 11064649 2254933 1936549 11556857 9025134 6988746 9005256 48296 46025 1396362 622585 781001 773777 108131163 110651219 79895031 95335394 19070669 19461795 226471763 244298600 15904379 17442952 15904379 17442952 X 6666833 6167882 58359998 66891907 145540553 153795859 210567384 226855648 226471763 244298600 14372951 1915313 0 X 0 1 X 1 0 X 18804145 21597976 9085045 10498001 14152844 74138011 18804145 21597976 9085045 10498001 14152844 74138011 74138011 2564074 3439014 4434578 3859645 3912146 18209457 92347468 11713073 0.80280 0.81780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 157.00 1 0 15860 15421595 X X X 0 204350551 13744081 13693351 4884319 5765898 221137766 211101557 10160872 -6117903 4129678 6664297 204350551 184068237 8698984 30971944 3865689 8771919 211101557 159463386 19528298 16247891 3608424 7562914 184068237 182371506 18331155 -29155908 3412077 8671290 159463386 0.00200 0.69550 0.30250 0 0 597175 597175 186702 14162 172540 612485 608423 4062 773777 46130012 F SAVINGS BONDS 43694 F MORTGAGE-BACKED SECURITIES 16107933 F REPURCHASE AGREEMENTS 5055863 F VENTURE CAPITAL 16633499 F COMMODITY 10162988 F EXCHANGE-TRADED FUNDS 1201405 F 95335394 ART COLLECTION 15421595 OTHER ASSETS 251982 CSV - LIFE INSURANCE 3788218 19461795 X 31544395 1915313 1915313 29629082 0 29629082 15256131 0 15256131 0 15256131 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SUPPORT TO WSU THROUGH SCHOLARSHIPS/FELLOWSHIPS, FACULTY SUPPORT, BUILDING PROJECTS, AND OTHER PRIORITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013. X X X X 1 BENNETT CONSULTING 1125 WEST 33RD ST N WICHITA KS 67204 FUNDRAISING 0 312752 127384 185368 312752 127384 185368 KS 1 STUDENT SCHOLARSHIPS 2190 4884319 CASH PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 0 0 0 0 0 0 0 0 ELIZABETH H KING 220000 0 7000 0 3571 0 19295 0 7617 0 257483 0 0 0 SUPPLEMENTAL INFORMATION PART III 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 20289132 BOND FUND INVESTMENT W/ BANK 0 X 2 11000 APPRAISALS X 32 494902 AVERAGE OF HIGH AND LOW 0 1 1 THIRD PARTY USE: 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 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.