FOUNDATION FOR WESTERN WASHINGTON UNIVERSITY AND ALUMNI: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR WESTERN WASHINGTON UNIVERSITY AND ALUMNI (EIN 91-6073519)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-23
- IRS object ID
- 201433579349300428
- Schema version
- 2013v3.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-23T15:08:21-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916073519 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN WASHINGTON UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3606504283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OLD MAIN 430 516 HIGH STREET | AddressLine1 |
| City | BELLINGHAM | City |
| State | WA | State |
| ZIP Code | 98225 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK BROVAK | PersonNm |
| Person Title | SENIOR DIRECTOR AND COO | PersonTitleTxt |
| Phone | 3606504283 | PhoneNum |
| Signature | 2014-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA ELIZABETH J HYRE | PreparerPersonNm |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2014-12-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE C BOWERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OLD MAIN 430 516 HIGH STREET | AddressLine1 |
| City | BELLINGHAM | City |
| State | WA | State |
| ZIP Code | 98225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,819,169 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATION.WWU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | BY INSPIRING OUR COMMUNITY TO GIVE, WE SECURE AND STEWARD PRIVATE RESOURCES TO ADVANCE SCHOLARSHIP, RESEARCH AND CREATIVITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,679,270 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,176,586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $789,737 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $827,401 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,041,687 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,265,357 | CYInvestmentIncomeAmt |
| PY Other Revenue | $108,042 | PYOtherRevenueAmt |
| CY Other Revenue | $88,118 | CYOtherRevenueAmt |
| PY Total Revenue | $7,618,736 | PYTotalRevenueAmt |
| CY Total Revenue | $8,357,462 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,454,048 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,896,323 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $363,265 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $269,979 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $526,980 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,204,077 | PYOtherExpensesAmt |
| CY Other Expenses | $3,712,875 | CYOtherExpensesAmt |
| PY Total Expenses | $6,021,390 | PYTotalExpensesAmt |
| CY Total Expenses | $6,879,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,597,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,478,285 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,975,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,968,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,563,457 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,169,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,411,848 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,798,212 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WESTERN WASHINGTON UNIVERSITY FOUNDATION IS A NON-PROFIT, PUBLIC 501(C)(3) ORGANIZATION THAT ADVANCES THE MISSION OF THE UNIVERSITY: "BY INSPIRING OUR COMMUNITY TO GIVE, WE SECURE AND STEWARD PRIVATE RESOURCES TO ADVANCE SCHOLARSHIP, RESEARCH AND CREATIVITY."THE FOUNDATION WAS ESTABLISHED IN 1966 AS A VEHICLE TO RECEIVE AND ENCOURAGE PRIVATE GIVING TO WWU. THE FOUNDATION IS LED BY A GROUP OF DEDICATED BOARD MEMBERS WHO GROW AWARENESS OF THE IMPORTANCE OF PRIVATE SUPPORT TO PUBLIC INSTITUTIONS. THESE ALUMNI, PARENT AND COMMUNITY LEADERS BRING THEIR EXPERIENCES IN BUSINESS, EDUCATION, SCIENCE, AND NON-PROFITS AND SHARE THE COMMON MISSION OF ENGAGING NEW FRIENDS FOR WESTERN WHILE ALSO STEWARDING THE MORE THAN $75 MILLION IN ASSETS UNDER THE FOUNDATION'S MANAGEMENT. GIFTS FUND STUDENT SCHOLARSHIPS, AS WELL AS PROGRAM AND FACULTY MEMBER SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,131,605 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $827,401 | RevenueAmt |
| Desc | HIGHER EDUCATION: PROVIDE OTHER PROGRAM SERVICES TO WESTERN WASHINGTON UNIVERSITY TO INCLUDE EQUIPMENT PURCHASES, FACULTY AND STUDENT TRAVEL, CONFERENCES, HONORARIA, SUPPLIES, AND OTHER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,335,355 | ExpenseAmt |
| Grant | $2,335,355 | GrantAmt |
| Desc | HIGHER EDUCATION: 1,257 SCHOLARSHIPS AWARDED TO INDIVIDUAL STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $340,585 | ExpenseAmt |
| Grant | $340,585 | GrantAmt |
| Desc | HIGHER EDUCATION: GRANT GIFTS OF IN-KIND PROPERTY RECEIVED FOR WESTERN WASHINGTON UNIVERSITY TO INCLUDE COMPUTER HARDWARE AND SOFTWARE, TECHNICAL EQUIPMENT, GALLERY AND LIBRARY ADDITIONS AND OTHER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $220,383 | ExpenseAmt |
| Grant | $220,383 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HIGHER EDUCATION: GRANT CASH TO WESTERN WASHINGTON UNIVERSITY | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $220,383 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $220,383 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,027,928 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK BROVAK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606504283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 HIGH STREET MS 9034 | AddressLine1 |
| City | BELLINGHAM | City |
| State | WA | State |
| ZIP Code | 98225 | ZIPCode |
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 |
|---|---|---|---|---|---|---|
| DAN GUY | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE CLAWSON | ||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARJORIE HATTER | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEAN CARTER | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAM BAKER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUE CEDERGREEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE COOPER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACK CULLEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET CURTIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH ERICKSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN FREEMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HOYT GIER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HARRINGTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HOUGHTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRIS ILGENFRITZ | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MANN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MCCONNELL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN RUSSELL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF SMYTH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY TAUSSIG | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ED THOMAS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY THON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WARNER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE BOWERS | ||||||
| EXECUTIVE DIRECTOR | 15.00 | Yes (X) | $70,659 | $0 | $10,045 | |
| MARK BROVAK | ||||||
| SENIOR DIRECTOR & COO | 20.00 | Yes (X) | $59,522 | $0 | $6,655 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,181 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,700 | 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 | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $11,032 | FundraisingAmt |
| All Other Contributions | $6,165,554 | AllOtherContributionsAmt |
| Noncash Contributions | $495,373 | NoncashContributionsAmt |
| Total Contributions | $6,176,586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ENDOWMENT MGMT FEES | 561000 | $651,592 | $651,592 |
| UNIV. SUPPORTED EVENTS | 561000 | $175,809 | $175,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $827,401 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,187,714 | TotalRevenueColumnAmt |
| Exclusion | $1,187,714 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $136,954 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,974 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $81,980 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,980 | TotalRevenueColumnAmt |
| Exclusion | $81,980 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,346,417 | SecuritiesAmt |
| Other | $124,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,360,917 | SecuritiesAmt |
| Other | $32,757 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,500 | SecuritiesAmt |
| Other | $92,143 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,643 | TotalRevenueColumnAmt |
| Exclusion | $77,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $968 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,032 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $13,059 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,091 | TotalRevenueColumnAmt |
| Exclusion | -$12,091 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,229 | TotalRevenueColumnAmt |
| Exclusion | $18,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,229 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,357,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $827,401 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,353,475 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,968 | TotalAmt |
| Program Services | $560,968 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,355 | TotalAmt |
| Program Services | $2,335,355 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,979 | TotalAmt |
| Program Services | $239,259 | ProgramServicesAmt |
| Fundraising | $30,720 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998 | TotalAmt |
| Management And General | $1,998 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,281 | TotalAmt |
| Management And General | $34,281 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,476 | TotalAmt |
| Program Services | $69,503 | ProgramServicesAmt |
| Management And General | $49,973 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,578 | TotalAmt |
| Program Services | $18,143 | ProgramServicesAmt |
| Management And General | $43,435 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,956 | TotalAmt |
| Program Services | $3,458 | ProgramServicesAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,298 | TotalAmt |
| Program Services | $564,352 | ProgramServicesAmt |
| Management And General | $88,848 | ManagementAndGeneralAmt |
| Fundraising | $166,098 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,858 | TotalAmt |
| Program Services | $41,077 | ProgramServicesAmt |
| Management And General | $2,625 | ManagementAndGeneralAmt |
| Fundraising | $156 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,860 | TotalAmt |
| Program Services | $55,048 | ProgramServicesAmt |
| Fundraising | $36,812 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,782 | TotalAmt |
| Program Services | $308,626 | ProgramServicesAmt |
| Management And General | $15,631 | ManagementAndGeneralAmt |
| Fundraising | $77,525 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,527 | TotalAmt |
| Program Services | $452,767 | ProgramServicesAmt |
| Management And General | $27,165 | ManagementAndGeneralAmt |
| Fundraising | $188,595 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,085 | TotalAmt |
| Program Services | $8,085 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,141 | TotalAmt |
| Program Services | $5,937 | ProgramServicesAmt |
| Management And General | $36,778 | ManagementAndGeneralAmt |
| Fundraising | $426 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $696,813 | $696,813 | ||
| EQUIPMENT | $562,664 | $561,400 | $1,264 | |
| DUES AND TRAINING | $95,184 | $71,747 | $21,379 | $2,058 |
| REPAIRS AND MAINTENANCE | $59,374 | $35,390 | $3,205 | $20,779 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,879,177 | TotalAmt |
| Program Services | $6,027,928 | ProgramServicesAmt |
| Management And General | $324,269 | ManagementAndGeneralAmt |
| Fundraising | $526,980 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,771 | BOYAmt |
| EOY | $702,080 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,342,482 | BOYAmt |
| EOY | $4,361,907 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,008 | BOYAmt |
| EOY | $23,591 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,956 | BOYAmt |
| EOY | $380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $590,117 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,814 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,285 | BOYAmt |
| EOY | $549,303 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,285,086 | BOYAmt |
| EOY | $68,651,336 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,223,717 | BOYAmt |
| EOY | $7,679,403 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,975,305 | BOYAmt |
| EOY | $81,968,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,165 | BOYAmt |
| EOY | $145,773 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,047,014 | BOYAmt |
| EOY | $14,907,271 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,278 | BOYAmt |
| EOY | $1,116,744 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,563,457 | BOYAmt |
| EOY | $16,169,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,230,832 | BOYAmt |
| EOY | $16,277,142 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,119,831 | BOYAmt |
| EOY | $23,281,624 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,061,185 | BOYAmt |
| EOY | $26,239,446 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,411,848 | BOYAmt |
| EOY | $65,798,212 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,975,305 | BOYAmt |
| EOY | $81,968,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,478,285 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,908,079 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,082,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,884,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,325,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,679,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,176,586 | CurrentTaxYearAmt |
| Total | $28,148,880 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,617,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,682,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,197,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,730,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,913,341 | CurrentTaxYearAmt |
| Total | $13,141,047 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,699,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,567,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,523,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,409,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,089,927 | CurrentTaxYearAmt |
| Total | $41,289,927 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $532,699 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,757,228 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,003,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,034,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,113,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,324,668 | CurrentTaxYearAmt |
| Total | $5,448,738 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $24,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,229 | CurrentTaxYearAmt |
| Total | $43,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,781,823 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,648,563 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2012 AMOUNT: $ 24,929. 2013 AMOUNT: $ 18,229. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,846,320 | BeginningYearBalanceAmt |
| Contributions | $1,363,503 | ContributionsAmt |
| Investment Earnings Or Losses | $6,757,460 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,338,381 | OtherExpendituresAmt |
| End Year Balance | $47,628,902 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,342,263 | BeginningYearBalanceAmt |
| Contributions | $2,309,964 | ContributionsAmt |
| Investment Earnings Or Losses | $5,377,061 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,182,968 | OtherExpendituresAmt |
| End Year Balance | $40,846,320 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,592,265 | BeginningYearBalanceAmt |
| Contributions | $771,832 | ContributionsAmt |
| Investment Earnings Or Losses | -$80,386 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,422,358 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| Administrative Expenses | $512,945 | AdministrativeExpensesAmt |
| End Year Balance | $35,342,408 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,322,928 | BeginningYearBalanceAmt |
| Contributions | $970,121 | ContributionsAmt |
| Investment Earnings Or Losses | $6,308,134 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,450,674 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,627 | OtherExpendituresAmt |
| Administrative Expenses | $533,617 | AdministrativeExpensesAmt |
| End Year Balance | $36,592,265 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,860,304 | BeginningYearBalanceAmt |
| Contributions | $2,262,672 | ContributionsAmt |
| Investment Earnings Or Losses | $3,717,417 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,186,705 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,800 | OtherExpendituresAmt |
| Administrative Expenses | $310,960 | AdministrativeExpensesAmt |
| End Year Balance | $31,322,928 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20920 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,758 | OtherCostOrOtherBasisAmt |
| Book Value | $163,758 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,560 | DepreciationAmt |
| Book Value | $380,882 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,917 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,254 | DepreciationAmt |
| Book Value | $4,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $549,303 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LAND - LONG TERM POOL | $2,811,600 | F |
| REAL PROPERTY INVESTMENTS | $160,000 | F |
| ANNUITY & LIFE INVESTMENTS | $4,707,803 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,679,403 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY AND LIFE INCOME PAYABLES | Desc |
| Amt | $1,116,744 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,116,744 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $18,246,915 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,908,079 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,913,341 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $9,821,420 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,425,495 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$68,033 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$68,033 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,357,462 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,860,551 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,913,341 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $68,033 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,981,374 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,879,177 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,879,177 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION SERVES AS AN AGENT OF NORTHWEST INDIAN COLLEGE FOUNDATION (NWICF) TO INVEST AND MANAGE THE FUND'S ASSETS. UP TO 50% OF THE ENDOWMENT EARNINGS MAY BE USED TO PROVIDE SCHOLARSHIPS TO NEEDY STUDENTS WHO ARE GRADUATES OF, OR STUDENTS RECOMMENDED BY, NORTHWEST INDIAN COLLEGE. AT THE COMPLETION OF 20 YEARS, THE FOUNDATION MAY RECLAIM ITS ORIGINAL CONTRIBUTION TO THE ENDOWMENT FUND ALONG WITH ITS PORTION OF REINVESTED EARNINGS. THE FOUNDATION ALSO SERVES AS AN AGENT OF THE WESTERN WASHINGTON UNIVERSITY TO INVEST AND MANAGE THE FUND'S ASSETS. THESE ASSETS HAVE BEEN MERGED WITH THE ENDOWMENT INVESTMENTS OF THE FOUNDATION TO FORM A SINGLE INVESTMENT POOL FOR ENDOWMENTS. THE UNIVERSITY'S FUNDS ARE MAINTAINED SEPARATELY ON THE FINANCIAL SYSTEM OF THE FOUNDATION AND THEY RECEIVE A PROPORTIONAL SHARE OF THE INVESTMENT POOL'S ACTIVITY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -54,974. SPECIAL EVENT EXPENSES -13,059. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 54,974. SPECIAL EVENT EXPENSES 13,059. |
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 | WESTERN WASHINGTON UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 HIGH STREET | AddressLine1 |
| City | BELLINGHAM | City |
| State | WA | State |
| ZIP Code | 98225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 916000562 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $220,383 | CashGrantAmt |
| Non Cash Assistance | $340,585 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | VARIOUS ITEMS AS DETAILED ON SCHEDULE M | NonCashAssistanceDesc |
| Purpose Of Grant | ALL GRANTS ARE MADE TO SUPPORT THE MISSION OF WESTERN WASHINGTON UNIVERSITY. GRANTS ARE MADE TO SUPPORT ACADEMIC PROGRAMS AT THE UNIVERSITY. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1257 | RecipientCnt |
| Non Cash Assistance | $2,335,355 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS FOR STUDENTS OF WESTERN WASHINGTON UNIVERSITY. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE MADE TO WESTERN WASHINGTON UNIVERSITY IN ACCORDANCE WITH THE FOUNDATION'S MISSION. THE FOUNDATION WORKS CLOSELY WITH THE UNIVERSITY TO ENSURE FUNDS ARE EXPENDED FOR THE PURPOSE INTENDED, USUALLY SPECIFIED BY THE DONOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHANIE BOWERS | ||||||||||||||
| EXECUTIVE DIRECTOR | $70,659 | $0 | $0 | $0 | $0 | $0 | $10,045 | $0 | $0 | $0 | $80,704 | $0 | $0 | $0 |
| MARK BROVAK | ||||||||||||||
| SENIOR DIRECTOR & COO | $59,522 | $0 | $0 | $0 | $0 | $0 | $6,655 | $0 | $0 | $0 | $66,177 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II, COMPENSATION: | FormAndLineReferenceDesc |
| Explanation | COMPENSATION IS DETERMINED AND PAID BY WESTERN WASHINGTON UNIVERSITY, AN UNRELATED ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,570 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $48,283 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,281 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,537 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,408 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANEOUS | 15 | $126,591 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 140 | $31,780 | FAIR MARKET VALUE |
| Yes (X) | GIFT CERT. | 35 | $4,569 | FAIR MARKET VALUE |
| Yes (X) | FOOD | 17 | $3,354 | FAIR MARKET 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN SCHEDULE M, PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART 1, LINE 6: | AMOUNT REPRESENTS ESTIMATE OF COMMUNITY VOLUNTEERS THAT INTERACT WITH FOUNDATION STAFF ON VARIOUS ISSUES IN SUPPORT OF WESTERN WASHINGTON UNIVERSITY. INFORMATION WAS PROVIDED BY RECEIVING ESTIMATES FROM STAFF WITH THE INTERACTION WITH COMMUNITY VOLUNTEERS. SERVICES AND BENEFITS RANGE FROM HOURS OF VOLUNTEERING AT VARIOUS FUNCTIONS TO SERVING ON THE BOARD OR COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED AND REVIEWED BY OUTSIDE TAX COUNSEL. ONCE COMPLETED THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE AUDIT AND FINANCE COMMITTEE. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, OFFICERS, AND KEY VOLUNTEERS ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. ANY CONFLICTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR WHO THEN DETERMINES WHETHER A CONFLICT EXISTS. IF NECESSARY, THE BOARD EXECUTIVE COMMITTEE WILL FOLLOW-UP TO ENSURE THAT ALL MEMBERS COMPLETE THE DISCLOSURE FORM. IF A CONFLICT DOES EXIST, THE BOARD MEMBER WILL RECUSE HIM OR HERSELF FROM VOTING AND DISCUSSION ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION DOES NOT PAY COMPENSATION. HOWEVER, THERE IS COMPENSATION REPORTED FROM AN UNRELATED ORGANIZATION IN PART VII; WHICH IS DETERMINED AND REVIEWED BY WESTERN WASHINGTON UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, KEY POLICY DOCUMENTS, FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, LINE 2A: | ALL EMPLOYEES ARE PAID BY WESTERN WASHINGTON UNIVERSITY. THEREFORE, THERE ARE NO EMPLOYEES REPORTED BY THE FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE UNITRUST(5) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |
Comments