UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION (EIN 45-1556038)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201442279349301544
- Schema version
- 2013v3.1
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T09:55:40-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451556038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Vermont and State Agricultural | BusinessNameLine1 |
| Business Name Line2 | College Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KATHARINE LAUD AVP FIN & AD | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8026568600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 Main Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Burlington | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE LAUD | PersonNm |
| Person Title | VP FOR FINANCE | PersonTitleTxt |
| Signature | 2014-08-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | PhoneNum |
| 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 | O Richard Bundy III PresCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 Main St | AddressLine1 |
| City | Burlington | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,444,571 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uvmfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | The mission of the UVM Foundation is to secure and manage private support for the benefit of the University of Vermont. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 242 | TotalEmployeeCnt |
| Total Volunteers | 6543 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,165,990 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,204,419 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,052,148 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,666,771 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$10,137 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,433 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,810 | PYOtherRevenueAmt |
| CY Other Revenue | $115,563 | CYOtherRevenueAmt |
| PY Total Revenue | $26,225,811 | PYTotalRevenueAmt |
| CY Total Revenue | $48,066,186 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,979,462 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,705,018 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,692,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,136,723 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $244,679 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $290,024 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,547,188 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,915,496 | PYOtherExpensesAmt |
| CY Other Expenses | $2,894,854 | CYOtherExpensesAmt |
| PY Total Expenses | $13,831,752 | PYTotalExpensesAmt |
| CY Total Expenses | $19,026,619 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,394,059 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,039,567 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,710,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,955,176 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,689,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,488,613 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,020,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,466,563 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE UVM FOUNDATION IS TO SECURE AND MANAGE PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF VERMONT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,705,905 | ExpenseAmt |
| Grant | $8,705,018 | GrantAmt |
| Revenue | $9,387,696 | RevenueAmt |
| Desc | The Foundation's primary function is to raise, receive, and manage funds for scholarships, professorships, and facilities and other support for the benefit of The University of Vermont and State Agricultural College and by otherwise performing support functions that carry out its charitable, scientific, educational, or other exempt purposes. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,844,438 | ExpenseAmt |
| Revenue | $279,075 | RevenueAmt |
| Desc | Alumni are offered opportunities to attend social and educational events for an admission fee that covers, at most, direct expenses, but never covers all expenses. Events include alumni reunions, homecomings, baseball games, tennis matches, dances, etc. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,550,343 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 242 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE LAUD AVP FIN AD | PersonNm |
| Phone | 8026564728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 MAIN ST | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Richard Ader | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Max Ansbacher | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert P Brennan Jr | |||||||
| Director/Treasurer | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| O Richard Bundy III | |||||||
| Director/Ex Officio/Found Pres | 43.0 | Yes (X) | $273,258 | $0 | $32,836 | Yes (X) | |
| Daniel A Burack | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Brooks J Buxton | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert F Cioffi | |||||||
| Director/Ex Officio/Univ Chair | 2.5 | Yes (X) | $0 | $0 | $0 | ||
| Michele Resnick Cohen | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Steven Grossman | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Zachary Gund | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John A Hilton Jr | |||||||
| Director/Chair | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| Steve N Ifshin | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Eugene W Kalkin | |||||||
| Director/FND Chair EMERITUS | 3.0 | Yes (X) | $0 | $0 | $0 | ||
| James R Keller | |||||||
| DIRECTOR/VICE CHAIR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Donald H McCree III | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Gillman McDermott | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Karen Nystrom Meyer | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Kristina M Pisanelli | |||||||
| DIRECTOR/EX OFFICIO | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Mildred A Reardon | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| William F Ruprecht | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DIANE L SEDER | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott S Segal | |||||||
| Director/Secretary | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| William G Shean | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| E Thomas Sullivan | |||||||
| Direct/Ex Officio/Pres UVM | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Shane M Jacobson | |||||||
| CHIEF OPERATING OFFICER | 41.0 | $198,426 | $0 | $38,054 | Yes (X) | ||
| Kathleen A Kelleher | |||||||
| Chief Development Officer | 41.0 | $202,666 | $0 | $27,797 | Yes (X) | ||
| KATHY DESJARDINS | |||||||
| ASSOC VP ADVANCEMENT SERVICES | 40.0 | $102,037 | $0 | $25,078 | Yes (X) | ||
| HELYN KERR | |||||||
| ASST DIR OF COMMUNICATIONS | 40.0 | $112,775 | $0 | $2,449 | Yes (X) | ||
| KATHARINE LAUD | |||||||
| VP FOR FINANCE AND ADMIN | 40.0 | $141,577 | $0 | $35,674 | Yes (X) | ||
| Alan e Ryea | |||||||
| Assoc VP for Alum Assoc and DS | 40.0 | $148,867 | $0 | $34,617 | Yes (X) | ||
| Marvin Dean Snider | |||||||
| Sr Dir Major Gifts | 40.0 | $109,883 | $0 | $25,830 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,289,489 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $222,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROYALL COMPANY | |||||
| 1920 E PARHAM ROAD | RICHMOND | VA | 23228 | FUNDRAISING SERVICES | $165,104 |
| HARRIS CONNECT LLC | |||||
| 1400-A CROSSWAYS BLVD | CHESAPEAKE | VA | 23320 | FUNDRAISING SERVICES | $140,750 |
| LIQUID STUDIO | |||||
| 22 COLONIAL SQUARE | BURLINGTON | VT | 05401 | PRINTING SERVICES | $117,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $50 | FundraisingAmt |
| Government Grants | $250 | GovernmentGrantsAmt |
| All Other Contributions | $38,204,119 | AllOtherContributionsAmt |
| Noncash Contributions | $1,670,302 | NoncashContributionsAmt |
| Total Contributions | $38,204,419 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE AGREEMENT - UNIVERSITY SUPPORT | 900099 | $9,387,696 | $9,387,696 |
| ALUMNI EVENTS | 900099 | $279,075 | $279,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,666,771 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,126 | TotalRevenueColumnAmt |
| Exclusion | $26,126 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,350 | TotalRevenueColumnAmt |
| Exclusion | $113,350 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,150,960 | SecuritiesAmt |
| Other | $268,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,157,653 | SecuritiesAmt |
| Other | $208,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,693 | SecuritiesAmt |
| Other | $60,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,307 | TotalRevenueColumnAmt |
| Exclusion | $53,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,945 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $50 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,732 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,213 | TotalRevenueColumnAmt |
| Exclusion | $2,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,066,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,666,771 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $194,996 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,705,018 | TotalAmt |
| Program Services | $8,705,018 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,230 | TotalAmt |
| Program Services | $6,875 | ProgramServicesAmt |
| Management And General | $118,338 | ManagementAndGeneralAmt |
| Fundraising | $551,017 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,515,770 | TotalAmt |
| Program Services | $755,549 | ProgramServicesAmt |
| Management And General | $603,523 | ManagementAndGeneralAmt |
| Fundraising | $3,156,698 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,857 | TotalAmt |
| Program Services | $74,055 | ProgramServicesAmt |
| Management And General | $69,646 | ManagementAndGeneralAmt |
| Fundraising | $340,156 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,064 | TotalAmt |
| Program Services | $184,884 | ProgramServicesAmt |
| Management And General | $149,425 | ManagementAndGeneralAmt |
| Fundraising | $742,755 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,802 | TotalAmt |
| Program Services | $59,177 | ProgramServicesAmt |
| Management And General | $53,602 | ManagementAndGeneralAmt |
| Fundraising | $271,023 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,987 | TotalAmt |
| Management And General | $93,351 | ManagementAndGeneralAmt |
| Fundraising | $8,636 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,129 | TotalAmt |
| Management And General | $64,518 | ManagementAndGeneralAmt |
| Fundraising | $611 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,369 | TotalAmt |
| Management And General | $33,369 | ManagementAndGeneralAmt |
| Fundraising | $8,000 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,024 | TotalAmt |
| Fundraising | $290,024 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,581 | TotalAmt |
| Program Services | $508 | ProgramServicesAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
| Fundraising | $73 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,228 | TotalAmt |
| Program Services | $47,636 | ProgramServicesAmt |
| Management And General | $7,950 | ManagementAndGeneralAmt |
| Fundraising | $48,642 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,333 | TotalAmt |
| Program Services | $233,962 | ProgramServicesAmt |
| Management And General | $211,068 | ManagementAndGeneralAmt |
| Fundraising | $437,303 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,029 | TotalAmt |
| Program Services | $28,641 | ProgramServicesAmt |
| Management And General | $77,800 | ManagementAndGeneralAmt |
| Fundraising | $138,588 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,546 | TotalAmt |
| Program Services | $887 | ProgramServicesAmt |
| Management And General | $93,952 | ManagementAndGeneralAmt |
| Fundraising | $10,707 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,364 | TotalAmt |
| Program Services | $43,001 | ProgramServicesAmt |
| Management And General | $18,959 | ManagementAndGeneralAmt |
| Fundraising | $347,404 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,598 | TotalAmt |
| Program Services | $406,379 | ProgramServicesAmt |
| Management And General | $73,899 | ManagementAndGeneralAmt |
| Fundraising | $171,320 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,020 | TotalAmt |
| Program Services | $1,804 | ProgramServicesAmt |
| Management And General | $2,255 | ManagementAndGeneralAmt |
| Fundraising | $4,961 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,935 | TotalAmt |
| Management And General | $12,216 | ManagementAndGeneralAmt |
| Fundraising | $719 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $74,785 | $1,967 | $54,267 | $18,551 |
| UNCOLLECTIBLE PLEDGES | $180,950 | $180,950 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,026,619 | TotalAmt |
| Program Services | $10,550,343 | ProgramServicesAmt |
| Management And General | $1,929,088 | ManagementAndGeneralAmt |
| Fundraising | $6,547,188 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,416,926 | BOYAmt |
| EOY | $24,675,578 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,005 | BOYAmt |
| EOY | $251,694 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,673,055 | BOYAmt |
| EOY | $3,496,035 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,815 | BOYAmt |
| EOY | $160,509 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,829 | BOYAmt |
| EOY | $237,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $152,876 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,020 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $143,856 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,258 | BOYAmt |
| EOY | $19,989,827 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,710,083 | BOYAmt |
| EOY | $48,955,176 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,684,773 | BOYAmt |
| EOY | $2,084,140 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980 | BOYAmt |
| EOY | $17,093 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,669 | BOYAmt |
| EOY | $387,380 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,689,422 | BOYAmt |
| EOY | $2,488,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,078,781 | BOYAmt |
| EOY | $6,426,964 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,179,253 | BOYAmt |
| EOY | $21,138,434 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,762,627 | BOYAmt |
| EOY | $18,901,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,020,661 | BOYAmt |
| EOY | $46,466,563 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,710,083 | BOYAmt |
| EOY | $48,955,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,039,567 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,163,597 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,242,738 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,165,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,204,419 | CurrentTaxYearAmt |
| Total | $55,620,409 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,165,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,204,419 | CurrentTaxYearAmt |
| Total | $55,620,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $884,146 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,736,263 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $30,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,476 | CurrentTaxYearAmt |
| Total | $170,055 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,213 | CurrentTaxYearAmt |
| Total | $2,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,792,677 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,818,919 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,971,415 | BeginningYearBalanceAmt |
| Contributions | $20,254,472 | ContributionsAmt |
| Investment Earnings Or Losses | $2,106,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $88,364 | GrantsOrScholarshipsAmt |
| Other Expenditures | $295,474 | OtherExpendituresAmt |
| Administrative Expenses | $259,673 | AdministrativeExpensesAmt |
| End Year Balance | $23,688,783 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $199,500 | BeginningYearBalanceAmt |
| Contributions | $1,784,954 | ContributionsAmt |
| Investment Earnings Or Losses | $87,047 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,895 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,943 | OtherExpendituresAmt |
| Administrative Expenses | $89,248 | AdministrativeExpensesAmt |
| End Year Balance | $1,971,415 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $210,000 | ContributionsAmt |
| Administrative Expenses | $10,500 | AdministrativeExpensesAmt |
| End Year Balance | $199,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Board Designated Balance EOY | 0.14300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $75,000 | OtherCostOrOtherBasisAmt |
| Book Value | $75,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,756 | OtherCostOrOtherBasisAmt |
| Book Value | $23,756 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,020 | DepreciationAmt |
| Book Value | $45,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $143,856 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN UVM POOL | $16,736,997 |
| INVESTMENT APPR - UVM POOL | $2,193,455 |
| BENEFICIAL INT HELD BY OTHERS | $1,059,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,989,827 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFTS TO BE RECEIPTED | $384,859 |
| GIFTS PENDING ACCEPTANCE | $2,393 |
| OTHER REVENUE | $128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $387,380 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,487,458 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,163,597 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,257,675 | OtherRevenueAmt |
| Revenue Not Reported | $3,421,272 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,066,186 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $48,066,186 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,041,556 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $14,937 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,937 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,026,619 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $19,026,619 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4 | The Foundation's endowment will be a consolidated pool of donor-created endowments, designated to benefit the University of Vermont. |
| Part X, Line 2 | The Foundation is a tax exempt organization, as described in Section 501(c)(3) of the Internal Revenue Code (the Code), and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. In compliance with ASC 740, Accounting for Uncertainty in Income Taxes, the Foundation has evaluated its exposure to tax liability and believes there are no uncertain positions. |
| PART XI, LINE 2D | FUNDS TRANSFERED FROM UNIVERSITY OF VERMONT TO THE FOUNDATION $1,242,738 RECLASS OF FUNDRAISING EVENT EXPENSES $12,732 RECLASS OF SALE OF SECURITIES COST $2,205 TOTAL $1,257,675 |
| PART XII, LINE 2D | RECLASS OF FUNDRAISING EVENT EXPENSES $12,732 RECLASS OF SALE OF SECURITIES COST $2,205 TOTAL $14,937 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|
| HARRIS CONNECT LLC | |||
| Phone Solic itations | false | $672,158 | $140,750 |
| ROYALL COMPANY | |||
| mail solici tations | false | $493,405 | $165,104 |
| GRENZEBACH GLIER ASSOCIATES INC | |||
| CONSULTING | false | $54,980 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,165,563 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $360,834 | TotalRetainedByContractorsAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 2B, COLUMN (III) AND (V) | FormAndLineReferenceDesc |
| Explanation | HARRIS CONNECT AND ROYALL & CO. PROVIDE PHONE AND MAILING SUPPORT SERVICES. NEITHER ENTITY HANDLES ANY OF THE FOUNDATION'S CASH AT ANY TIME. GRENZEBACH & GLIER PROVIDES STRATEGIC FUNDRAISING CONSULTING SERVICES TO ASSIST OUR INTERNAL STAFF IN ITS FUNDRAISING PROPOSALS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF VT & STATE AGRI COLLEGE | |||||||||
| 85 SO PROSPECT STREET | BURLINGTON | VT | 05401 | 030179440 | 501(c)(3) | $8,329,965 | $195,053 | FMV | SEE PART IV |
| HILLEL AT THE UNIVERSITY OF VT | |||||||||
| 461 MAIN ST | BURLINGTON | VT | 05405 | 810554021 | 501(c)(3) | $180,000 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 | THE FOUNDATION OPERATES ON A REIMBURSABLE BASIS AND REQUIRES A REPORT OF EXPENSES ON A QUARTERLY BASIS FOR REVIEW BY THE CONTROLLER FOR APPROPRIATENESS PRIOR TO DISTRIBUTION OF FUNDS. |
| PART II, LINE 1G | NONCASH ASSISTANCE INCLUDES CONTRIBUTIONS OF VARIOUS SMALL GIFTS OF PRINTS, BOOKS, PHOTOS, TICKETS, DINNERS, LETTERS, PAPERS, ETC. |
| PART II, LINE 1H | PURPOSES OF THE GRANTS AND ASSISTANCE INCLUDE: UNIVERSITY EDUCATIONAL DEPARTMENT USE; SCHOLARSHIPS, FELLOWSHIPS, AND AWARDS; PROFESSORSHIPS, RESEARCH, AND FACULTY SUPPORT; CAPITAL CONSTRUCTION; AND, OTHER ACADEMIC AND STUDENT SUPPORT. |
| PART II, LINE 2H | PURPOSE OF THE GRANTS AND ASSISTANCE IS TO PROVIDE PROGRAMMING AND SERVICES TO THE UNIVERSITY COMMUNITY BY ENRICHING THE LIVES OF JEWISH UNDERGRADUATE AND GRADUATE STUDENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O Richard Bundy III | ||||||||||||||
| Director/Ex Officio/Found Pres | $273,258 | $0 | $0 | $0 | $0 | $0 | $25,500 | $0 | $7,336 | $0 | $306,094 | $0 | $0 | $0 |
| Shane M Jacobson | ||||||||||||||
| CHIEF OPERATING OFFICER | $198,426 | $0 | $0 | $0 | $0 | $0 | $20,088 | $0 | $17,966 | $0 | $236,480 | $0 | $0 | $0 |
| Kathleen A Kelleher | ||||||||||||||
| Chief Development Officer | $202,666 | $0 | $0 | $0 | $0 | $0 | $20,525 | $0 | $7,272 | $0 | $230,463 | $0 | $0 | $0 |
| KATHARINE LAUD | ||||||||||||||
| VP FOR FINANCE AND ADMIN | $141,577 | $0 | $0 | $0 | $0 | $0 | $14,210 | $0 | $21,464 | $0 | $177,251 | $0 | $0 | $0 |
| Alan e Ryea | ||||||||||||||
| Assoc VP for Alum Assoc and DS | $148,867 | $0 | $0 | $0 | $0 | $0 | $14,553 | $0 | $20,064 | $0 | $183,484 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The Executive Committee of the Board of Directors is charged with serving as the compensation committee per the By-Laws of the Foundation. The Compensation Committee has the ultimate decision of entering into an employment contract. |
| PART I, LINE 4A | UPON RETIRING, HELYN KERR RECEIVED $84,000, AN AMOUNT EQUAL TO THE ACTUARIAL VALUE OF HER RETIREMENT HEALTH SAVINGS BENEFIT. THIS PAYMENT WAS A ONE-TIME PAYMENT FOR THIS EMPLOYEE ONLY AND WAS NOT PART OF A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 129 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,267,249 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $208,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS GIFTS - SEE SCH O | Desc |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $195,053 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VARIOUS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32A | FormAndLineReferenceDesc |
| Explanation | IN 2013, UVM FOUNDATION UTILIZED THE SERVICES OF A REALTOR TO SELL A PIECE OF DONATED REAL ESTATE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Section B, Question 11B | THE FORM 990 HAS BEEN REVIEWED BY THE OFFICERS OF THE FOUNDATION AND BY THE AUDIT COMMITTEE. A COMPLETE COPY OF THE FEDERAL 990 HAS BEEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| Part VI, Section B, Question 12C | The Board of Directors approved a Conflict of Interest Policy and the overview addresses the questions in Part VI: The goals of the Policy are to identify when and how conflicts may arise, promote a process for each Director to disclose conflicts, and elaborate how the Board can manage conflicts of interest. There is nothing inherently wrong with a conflict so long as the conflict is disclosed and managed appropriately. - A conflict exists when there is an apparent or actual divergence between a Director's private interests and his/her fiduciary duty. This includes times when relevant material facts affect a Director, a member of his/her family, or an affiliate. - It is not a conflict to serve in leadership capacities for other nonprofit organizations, university/college foundations, or institutions of higher education. - It is not possible for our Policy to include an all-inclusive list of situations giving rise to a conflict of interest. The Policy does give examples of situations presenting potential, actual or apparent conflicts: o Commercial transactions between Director and the Foundation o Confidential, proprietary or privileged information not to be shared with the public o Diverting business opportunities away from the Foundation for private gain o Directors cannot hire, supervise or evaluate immediate family members or affiliates o Directors shall not accept compensation, gifts or other items in exchange for influencing Foundation operations and activities o Directors can accept from the Foundation modest value gifts or other items in connection with business and service on the Board of Directors o Directors can employ Foundation administration for private consulting with prior approval - UVM Trustees and Employees who serve as Directors are subject to the Policy. They are not automatically disqualified from participating in Foundation Board discussions and business. Rare occasions may exist when they will be disqualified from voting on specific matters. - Protocol o Directors annually file Conflicts Disclosure Form by May 30 o Prior to committee or full board meetings, conflicts must be disclosed and managed. They will be evaluated by President & CEO, committee/board chair, and the Audit Committee. o Depending upon the conflict, Director may or may not be able participate in the discussion and/or vote on agenda item related to conflict. o If necessary, we can request the opinion of Foundation legal counsel. |
| Part VI, Section B, Questions 15a and 15b | The Executive Committee shall also serve as the compensation committee, charged with periodically and no less than once annually reviewing and approving, following recommendations from the President and Chief Executive Officer, the compensation and benefits the Foundation will provide to its corporate officers (with the President and Chief Executive Officer recusing him or herself with respect to any deliberations or decisions regarding his or her compensation). The Board of Directors has delegated the hiring decision for all non-officers to the President and Chief Executive Officer. |
| Part VI, Section C, Question 19 | The UVM Foundation maintains a document library on its website for the public to view Governance & Policies, Giving Forms, Financial Reports, Meeting Agendas, and Meeting Minutes. www.uvmfoundation.org |
| PART XI, LINE 9 | FUNDS TRANSFERED FROM UNIVERSITY OF VERMONT TO THE FOUNDATION $1,242,738 |
| Schedule M, Part I, Line 25 | ITEMS REPORTED ON SCHEDULE M, PART I AS OTHER NONCASH CONTRIBUTIONS INCLUDE VARIOUS SMALL GIFTS OF PRINTS, BOOKS, PHOTOS, TICKETS, DINNERS, LETTERS, PAPERS, COMPUTER EQUIPMENT, LIVESTOCK, ETC. |
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