CENTRAL WASHINGTON UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CENTRAL WASHINGTON UNIVERSITY FOUNDATION (EIN 23-7017467)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-07
- IRS object ID
- 201300389349301375
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-07T18:23:36-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22650 | AddressLine1 |
| City | YAKIMA | City |
| State | WA | State |
| ZIP Code | 989072650 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237017467 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL WASHINGTON UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 5099632760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E UNIVERSITY WAY BARGE 402 | AddressLine1 |
| City | ELLENSBURG | City |
| State | WA | State |
| ZIP Code | 98926 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT WADE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5099632760 | Phone |
| Date Signed | 2013-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY STERBENZ | Name |
| PTIN | P00737078 | PTIN |
| Phone | 5092487750 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT WADE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E UNIVERSITY WAY BARGE 402 | AddressLine1 |
| City | ELLENSBURG | City |
| State | WA | State |
| ZIP Code | 98926 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21904825 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CWU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | SEE PAGE 2, LINE 1. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2003495 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1800515 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 450213 | InvestmentIncomePriorYear |
| Investment Income Current Year | 884867 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 217919 | OtherRevenuePriorYear |
| Other Revenue Current Year | 228782 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2671627 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2914164 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 911653 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 858130 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 342024 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 378281 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 600 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 100644 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1040662 | OtherExpensePriorYear |
| Other Expenses Current Year | 921302 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2294339 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2158313 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 377288 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 755851 | RevenuesLessExpensesCY |
| Total Assets BOY | 18324467 | TotalAssetsBOY |
| Total Assets EOY | 18571349 | TotalAssetsEOY |
| Total Liabilities BOY | 288164 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 287684 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18036303 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18283665 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE CENTRAL WASHINGTON UNIVERSITY FOUNDATION IS A PARTNERSHIP OF COMMITTED VOLUNTEERS WORKING IN CONCERT WITH DONORS, ALUMNI, FRIENDS, AND THE UNIVERSITY COMMUNITIES TO RAISE PRIVATE FUNDS THAT SUPPORT THE STUDENTS, FACULTY AND PROGRAMS AT CENTRAL WASHINGTON UNIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 858130 | Expense |
| Grants | 858130 | Grants |
| Description | SCHOLARSHIPS FOR STUDENTS: MAJORITY IS ALLOCATED TO CWU TO ASSIST INDIVIDUALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 958676 | Expense |
| Description | PROGRAM SUPPORT FOR ACADEMIC PROGRAMS: SEMINARS, COLLOQUIMS, TRAVEL, WORKSHOPS, FELLOWSHIPS, HONORARIUMS, PUBLICATIONS AND CONFERENCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1816806 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKI DICKEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5099632760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E UNIVERSITY WAY BARGE 402 | AddressLine1 |
| City | ELLENSBURG | City |
| State | WA | State |
| ZIP Code | 989267502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JEAN ADAMS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ERIC BOLES | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CAROL BRYAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JACK CURTRIGHT | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHRISTINE DAY | ||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |
| ED DOOLEY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRAD FITTERER | ||||||
| SECRETARY, VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JAMES GAUDINO | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ARNE SKIP HAYNES | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| GREGORY HEACOCK | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MADALON LALLEY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA LOERA | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KEVIN MALONE | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRYAN MINOR | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK PEARSON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CAROL SMOOTS | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| CRAIG TULLIS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SCOTT WADE | ||||||
| EXECUTIVE DIRECTOR | 1.00 | 0 | 0 | 0 | X | |
| JEN GRAY | ||||||
| EXECUTIVE DIRECTOR | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 24620 | FundraisingEvents |
| All Other Contributions | 1775895 | AllOtherContributions |
| Noncash Contributions | 64490 | NoncashContributions |
| Total Contributions | 1800515 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 414691 | TotalRevenueColumn |
| Exclusion | $414,691 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19398225 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18928049 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 470176 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 470176 | TotalRevenueColumn |
| Exclusion | $470,176 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 60513 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24620 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 62612 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2099 | TotalRevenueColumn |
| Exclusion | -$2,099 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT ADMIN FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 230881 | TotalRevenueColumn |
| Exclusion | $230,881 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 230881 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2914164 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,113,649 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858130 | Total |
| Program Services | 858130 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280218 | Total |
| Program Services | 181849 | ProgramServices |
| Management And General | 98369 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18859 | Total |
| Program Services | 11558 | ProgramServices |
| Management And General | 7301 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54331 | Total |
| Program Services | 33607 | ProgramServices |
| Management And General | 20724 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24873 | Total |
| Program Services | 15840 | ProgramServices |
| Management And General | 9033 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28098 | Total |
| Management And General | 28098 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600 | Total |
| Fundraising | 600 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68357 | Total |
| Management And General | 68357 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17374 | Total |
| Program Services | 17374 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12653 | Total |
| Program Services | 12292 | ProgramServices |
| Fundraising | 361 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205812 | Total |
| Program Services | 199331 | ProgramServices |
| Management And General | 4504 | ManagementAndGeneral |
| Fundraising | 1977 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86702 | Total |
| Program Services | 24472 | ProgramServices |
| Fundraising | 62230 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121291 | Total |
| Program Services | 111910 | ProgramServices |
| Management And General | 961 | ManagementAndGeneral |
| Fundraising | 8420 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36065 | Total |
| Program Services | 25217 | ProgramServices |
| Management And General | 558 | ManagementAndGeneral |
| Fundraising | 10290 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10157 | Total |
| Program Services | 7199 | ProgramServices |
| Management And General | 2958 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| GIFT IN-KIND EXPENSE | 324337 | 318027 | 6310 |
| PROGRAM SUPPORT | 6963 | 6963 | |
| HOSTING AND CULTIVATING | 3493 | 3493 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2158313 | Total |
| Program Services | 1816806 | ProgramServices |
| Management And General | 240863 | ManagementAndGeneral |
| Fundraising | 100644 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 803939 | BOY |
| EOY | 1184611 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 538136 | BOY |
| EOY | 458085 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14580 | BOY |
| EOY | 15431 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16912000 | BOY |
| EOY | 16857088 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55812 | BOY |
| EOY | 56134 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18324467 | BOY |
| EOY | 18571349 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177583 | BOY |
| EOY | 171742 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110581 | BOY |
| EOY | 115942 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288164 | BOY |
| EOY | 287684 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914766 | BOY |
| EOY | 979766 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6230390 | BOY |
| EOY | 5921933 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10891147 | BOY |
| EOY | 11381966 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18036303 | BOY |
| EOY | 18283665 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18324467 | BOY |
| EOY | 18571349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 755851 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -508489 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2617962 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1818619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1883206 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2003495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1800515 | CurrentTaxYear |
| Total | 10123797 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2617962 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1818619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1883206 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2003495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1800515 | CurrentTaxYear |
| Total | 10123797 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 10123797 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 467662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 448770 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 369737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 409705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 414691 | CurrentTaxYear |
| Total | 2110565 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 181526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 260096 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 250001 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 281326 | CurrentTaxYearMinus1Year |
| Current Tax Year | 291394 | CurrentTaxYear |
| Total | 1264343 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13498705 | TotalSupport |
| Public Support Pertcentage170 | 0.75000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE OTHER INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14204019 | BeginningOfYearBalance |
| Contributions | 722239 | Contributions |
| Investment Earnings Or Losses | 376955 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 155138 | GrantsOrScholarships |
| Administrative Expenses | 54780 | AdministrativeExpenses |
| End Of Year Balance | 15093295 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12128449 | BeginningOfYearBalance |
| Contributions | 484690 | Contributions |
| Investment Earnings Or Losses | 2089701 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 354808 | GrantsOrScholarships |
| Other Expenditures | 88702 | OtherExpenditures |
| Administrative Expenses | 55311 | AdministrativeExpenses |
| End Of Year Balance | 14204019 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11912072 | BeginningOfYearBalance |
| Contributions | 341281 | Contributions |
| Investment Earnings Or Losses | 871551 | InvestmentEarningsOrLosses |
| Other Expenditures | 349087 | OtherExpenditures |
| Administrative Expenses | 54047 | AdministrativeExpenses |
| End Of Year Balance | 12721770 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12809376 | BeginningOfYearBalance |
| Contributions | 758587 | Contributions |
| Investment Earnings Or Losses | -1756421 | InvestmentEarningsOrLosses |
| Other Expenditures | 780930 | OtherExpenditures |
| Administrative Expenses | 64151 | AdministrativeExpenses |
| End Of Year Balance | 10966461 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03060 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.74120 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22820 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 2914164 | TotalRevenue |
| Total Expenses | 2158313 | TotalExpenses |
| Excess Or Deficit For Year | 755851 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -508489 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -508489 | TotalAdjustments |
| Excess Or Deficit Per FS | 247362 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2468287 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -508489 | NetUnrealizedGainsInvestments |
| Other Revenues | 62612 | OtherRevenues |
| Revenue Not Rptd F990 | -445877 | RevenueNotRptdF990 |
| Revenue Subtotal | 2914164 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2914164 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2220925 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 62612 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 62612 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2158313 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2158313 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENTS PROVIDE A LONG-TERM STREAM OF INCOME FOR MEETING UNIVERSITY NEEDS. ENDOWMENTS MAY BE DESIGNATED FOR SCHOLARSHIPS, ACADEMIC PROGRAM SUPPORT, GRADUATE FELLOWSHIPS, ENDOWED CHAIRS OR OTHER SPECIFIC AREAS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ACCORDANCE WITH REQUIREMENTS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, THE FOUNDATION HAS DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2012 AND 2011. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED AGAINST REVENUE ON THE TAX RETURN 62,612. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED AGAINST REVENUE ON THE TAX RETURN 62,612. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 60750 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 12405 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 48345 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 4800 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 18000 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 19655 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WALLA WALLA GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 24383 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 12215 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12168 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 10563 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 3566 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 6028 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 85133 | GrossReceiptsTotal |
| Charitable Contributions Total | 24620 | CharitableContributionsTotal |
| Gross Revenue Total Events | 60513 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 15363 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 21566 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 25683 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 62612 | DirectExpenseSummaryEvents |
| Net Income Summary | -2099 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL WASHINGTON UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E UNIVERSITY WAY BARGE 402 | AddressLine1 |
| City | ELLENSBURG | City |
| State | WA | State |
| ZIP Code | 98926 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 911980504 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 858130 | AmountOfCashGrant |
| Purpose Of Grant | EDUCATIONAL SCHOLARSHIPS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: QUARTERLY DISBURSEMENTS OF SCHOLARSHIPS ARE REPORTED AND REVIEWED FOR ACCURACY BY CWU FOUNDATION STAFF AND THE CWU SCHOLARSHIP OFFICE. REPORTS CONSIST OF STUDENT ID NUMBERS, NAME OF THE SCHOLARSHIP, AMOUNT OFFERED AND AMOUNT DISBURSED SO THAT THIS CAN BE TRACED TO THE STUDENT FINANCIAL REPORT TO SHOW THE STUDENT RECEIVING THIS AWARD. MONITORING BY THE SYSTEM AND INDIVIDUALS HELP INSURE THAT THE CRITERIA OF THE SCHOLARSHIP GIVEN IS BEING HONORED. | Explanation |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 35000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GRAND PIANO - MUSICAL INSTRUMENT | 1 | 5000 | FMV |
| X | ASSORTED EQUIPMENT | 1 | 19490 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | SHARED WITH INVESTMENT AND FINANCE COMMITTEE AND WILL SHARE WITH THE BOARD IN THE MONTHLY REPORT. A MORE FORMAL PROCESS WILL BE DEVELOPED TO ENSURE A FULL REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST GENERAL POLICY STATEMENTS ARE GIVEN TO THE BOARD MEMBERS ANNUALLY. THE STATEMENT REVIEWS OUR POLICY THAT FOR BUSINESS TRANSACTIONS INVOLVING THE FOUNDATION AND THE PERSONAL OR BUSINESS AFFAIRS OF A DIRECTOR, OFFICER, OR STAFF MEMBER SHALL BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS. FURTHER INFORMATION ABOUT SPECIFIC APPLICATION OF FINANCIAL INTERESTS AND RELATIONSHIPS, SPECIAL PRIVILEGES, FAVORS AND USE OF UNIVERSITY PROPERTY IS CONTAINED IN THE POLICY FOR REVIEW. EACH BOARD MEMBER REVIEWS THE POLICY, FILLS OUT THE QUESTIONNAIRE AND SIGNS THAT THEY AGREE TO INFORM THE BOARD CHAIR, EXECUTIVE DIRECTOR AND FELLOW DIRECTORS OF ANY CONFLICT THAT MAY BE DEVELOPING AND IN ALL SUCH CASES THEY WILL ABSTAIN FROM DISCUSSION AND VOTING AND THEIR DISCLOSURE AND ABSTENTION WILL BE A MATTER OF RECORD. THE SIGNED FORM IS RETAINED IN THE CWU FOUNDATION RECORDS. | |
| THE INVESTMENT AND FINANCE COMMITTEE REVIEWS THE BUDGET AND SENDS ITS RECOMMENDATIONS TO THE BOARD FOR ITS APPROVAL. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE ON THE CWU FOUNDATION WEBSITE HTTP://WWW.MYCENTRAL.CWU.EDU/PAGE.ASPX?PID=354. THE 990 IS ALSO FILED WITH THE STATE OF WASHINGTON CHARITIES DIVISION. FORM 1023, CONFLICT OF INTEREST POLICY AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -508,489. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR. |
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