EMPORIA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EMPORIA STATE UNIVERSITY FOUNDATION (EIN 48-6088461)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349306128
- Schema version
- 2011v1.5
- 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 F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:34:42-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | 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 | 486088461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Emporia State University Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LORINDA DUNCAN | InCareOfName |
| Name Control | EMPO | NameControl |
| Phone | 6203415440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 Highland Street | AddressLine1 |
| City | Emporia | City |
| State | KS | State |
| ZIP Code | 66801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORINDA DUNCAN | Name |
| Title | CFO | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LORINDA DUNCAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND STREET | AddressLine1 |
| City | EMPORIA | City |
| State | KS | State |
| ZIP Code | 66801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22435714 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EMPORIA.EDU/SAF | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | To promote the general welfare, development, growth and well-being of Emporia State University by soliciting, managing, and distributing private resources. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 49 | TotalNbrEmployees |
| Total Nbr Volunteers | 48 | TotalNbrVolunteers |
| Total Gross UBI | 8535 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 3334 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3469257 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3631166 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 182604 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 212817 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1714908 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2414789 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 814302 | OtherRevenuePriorYear |
| Other Revenue Current Year | 871894 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6181071 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7130666 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2809048 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2949776 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1369242 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1271863 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 800850 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 727218 | OtherExpensePriorYear |
| Other Expenses Current Year | 1030380 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4905508 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5252019 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1275563 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1878647 | RevenuesLessExpensesCY |
| Total Assets BOY | 80290432 | TotalAssetsBOY |
| Total Assets EOY | 79403222 | TotalAssetsEOY |
| Total Liabilities BOY | 1767284 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1978936 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 78523148 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 77424286 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO BUILD RELATIONSHIPS AND SUPPORT FOR EMPORIA STATE UNIVERSITY TODAY AND TOMORROW. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2949776 | Expense |
| Grants | 2949776 | Grants |
| Description | SCHOLARSHIPS, GRANTS AND PAYMENTS TO EMPORIA STATE UNIVERSITY FOR GROWTH AND DEVELOPMENT OF CAMPUS AND ACADEMIC ACTIVITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 184430 | Expense |
| Grants | 0 | Grants |
| Revenue | 221352 | Revenue |
| Description | VARIOUS RELATED EXPENSES INCURRED IN THE OPERATION OF THE FOUNDATION PROGRAM TO PROVIDE SCHOLARSHIPS AND PROMOTE THE GROWTH OF EMPORIA STATE UNIVERSITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3134206 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 49 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LORINDA DUNCAN | NamePerson |
| Telephone Number | 6203415440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND STREET | AddressLine1 |
| City | EMPORIA | City |
| State | KS | State |
| ZIP Code | 66801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| STEVE WILLIAMS | ||||||
| FINANCE AND EXECUTIVE MEMBER, | 1.0 | X | X | 0 | 0 | 0 |
| ART BLOOMER | ||||||
| FINANCE AND EXECUTIVE MEMBER, | 1.0 | X | 0 | 0 | 0 | |
| GEORGE BREIDENTHAL | ||||||
| FINANCE AND EXECUTIVE MEMBER, | 1.0 | X | 0 | 0 | 0 | |
| FRED NEUER | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | ||||
| LANA OLEEN | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | X | |||
| JOHN SUMMERVILL | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | ||||
| SHERRI BUTTENHOFF | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| BILL FREEMAN | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| RUSS JENKINS | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JEFF LONGBINE | ||||||
| FINANCE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| BETH PALADINO | ||||||
| FINANCE AND EXECUTIVE MEMBER, | 1.0 | X | 0 | 0 | 0 | |
| KIM PEMBER | ||||||
| FINANCE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| KIM PENNER | ||||||
| FINANCE AND EXECUTIVE MEMBER | 1.0 | X | X | 0 | 0 | 0 |
| BOB PURITAN | ||||||
| FINANCE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JANET SCHALANSKY | ||||||
| FINANCE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| STEVE SAUDER | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| RANDY STEINERT | ||||||
| FINANCE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| KURT STEINKUHLER | ||||||
| FINANCE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| TIM SHADOIN | ||||||
| EXECUTIVE MEMBER, TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| DONNA BRESHEARS | ||||||
| CORPORATE SECRETARY | 40.0 | X | 35879 | 0 | 11206 | |
| TIM CLOTHIER | ||||||
| INTERIM PRESIDENT FOUNDATION | 40.0 | X | 58695 | 0 | 460 | |
| LORINDA DUNCAN | ||||||
| TREASURER | 40.0 | X | 72280 | 0 | 11779 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 166854 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23445 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 94599 | FundraisingEvents |
| Government Grants | 21064 | GovernmentGrants |
| All Other Contributions | 3515503 | AllOtherContributions |
| Noncash Contributions | 143889 | NoncashContributions |
| Total Contributions | 3631166 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Department Receipts | Description |
| Total Revenue Column | 212817 | TotalRevenueColumn |
| Related Or Exempt Function Income | 212817 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 212817 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1197883 | TotalRevenueColumn |
| Exclusion | $1,197,883 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48771 | TotalRevenueColumn |
| Exclusion | $48,771 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7000 | TotalRevenueColumn |
| Exclusion | $7,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16484832 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15267926 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1216906 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1216906 | TotalRevenueColumn |
| Exclusion | $1,216,906 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 64968 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 94599 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37122 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27846 | TotalRevenueColumn |
| Exclusion | $27,846 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 900099 | 765472 | 8535 | $756,937 |
| MISCELLANEOUS INCOME | 900099 | 22805 | $22,805 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22805 | TotalRevenueColumn |
| Exclusion | $22,805 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 788277 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7130666 | TotalRevenueColumn |
| Related Or Exempt Function Income | 212817 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8535 | UnrelatedBusinessRevenue |
| Exclusion | $3,278,148 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1115899 | Total |
| Program Services | 1115899 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1788847 | Total |
| Program Services | 1788847 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45030 | Total |
| Program Services | 45030 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190300 | Total |
| Management And General | 190300 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1081563 | Total |
| Program Services | 154247 | ProgramServices |
| Management And General | 428535 | ManagementAndGeneral |
| Fundraising | 498781 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28380 | Total |
| Management And General | 28380 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56579 | Total |
| Management And General | 56579 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117744 | Total |
| Management And General | 117744 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251567 | Total |
| Management And General | 140418 | ManagementAndGeneral |
| Fundraising | 111149 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57079 | Total |
| Fundraising | 57079 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268292 | Total |
| Management And General | 216689 | ManagementAndGeneral |
| Fundraising | 51603 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53277 | Total |
| Program Services | 1665 | ProgramServices |
| Management And General | 40836 | ManagementAndGeneral |
| Fundraising | 10776 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72273 | Total |
| Management And General | 2668 | ManagementAndGeneral |
| Fundraising | 69605 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1249 | Total |
| Management And General | 1249 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74825 | Total |
| Management And General | 74825 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17082 | Total |
| Management And General | 15225 | ManagementAndGeneral |
| Fundraising | 1857 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription |
|---|
| _ |
| _ |
| _ |
| _ |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32033 | Total |
| Program Services | 28518 | ProgramServices |
| Management And General | 3515 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5252019 | Total |
| Program Services | 3134206 | ProgramServices |
| Management And General | 1316963 | ManagementAndGeneral |
| Fundraising | 800850 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142759 | BOY |
| EOY | 197933 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37766 | BOY |
| EOY | 37841 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531291 | BOY |
| EOY | 432233 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22731 | BOY |
| EOY | 15327 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1098278 | BOY |
| EOY | 1060678 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3558767 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1305892 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1953926 | BOY |
| EOY | 2252875 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50628592 | BOY |
| EOY | 47037807 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18656664 | BOY |
| EOY | 20153914 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75892 | BOY |
| EOY | 73762 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7142533 | BOY |
| EOY | 8140852 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80290432 | BOY |
| EOY | 79403222 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234061 | BOY |
| EOY | 191852 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1533223 | BOY |
| EOY | 1787084 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1767284 | BOY |
| EOY | 1978936 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4507910 | BOY |
| EOY | 4100918 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18991802 | BOY |
| EOY | 21796853 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55023436 | BOY |
| EOY | 51526515 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78523148 | BOY |
| EOY | 77424286 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80290432 | BOY |
| EOY | 79403222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1878647 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2977509 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 4281325 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3085565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3186673 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3469257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3631166 | CurrentTaxYear |
| Total | 17653986 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4281325 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3085565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3186673 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3469257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3631166 | CurrentTaxYear |
| Total | 17653986 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2016150 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15637836 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141635 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1840001 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 263008 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1287995 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1253654 | CurrentTaxYear |
| Total | 4786293 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7030 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3334 | CurrentTaxYear |
| Total | 10364 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4380179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2616 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 853905 | CurrentTaxYearMinus1Year |
| Current Tax Year | 779742 | CurrentTaxYear |
| Total | 6019517 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 28470160 | TotalSupport |
| Gross Receipts From Admissions Etc | 4622950 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.54927 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53320 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 3 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 69700 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 4828 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 176990 | AggregateDAFValue |
| Aggregate Fund Value | 0 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 75227 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61581518 | BeginningOfYearBalance |
| Contributions | 1409657 | Contributions |
| Investment Earnings Or Losses | 134543 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1842060 | GrantsOrScholarships |
| Other Expenditures | 272337 | OtherExpenditures |
| Administrative Expenses | 1384648 | AdministrativeExpenses |
| End Of Year Balance | 59626673 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64882612 | BeginningOfYearBalance |
| Contributions | 1533419 | Contributions |
| Investment Earnings Or Losses | 11232025 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1846679 | GrantsOrScholarships |
| Other Expenditures | 12612163 | OtherExpenditures |
| Administrative Expenses | 1607596 | AdministrativeExpenses |
| End Of Year Balance | 61581618 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59825961 | BeginningOfYearBalance |
| Contributions | 4716732 | Contributions |
| Investment Earnings Or Losses | 4225689 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3884110 | GrantsOrScholarships |
| Other Expenditures | 1660 | OtherExpenditures |
| End Of Year Balance | 64882612 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 71604516 | BeginningOfYearBalance |
| Contributions | 4176901 | Contributions |
| Investment Earnings Or Losses | -11150551 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4064950 | GrantsOrScholarships |
| Other Expenditures | 739955 | OtherExpenditures |
| End Of Year Balance | 59825961 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.74000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 313263 | OtherCostOrOtherBasis |
| Book Value | 313263 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 293380 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2538844 | OtherCostOrOtherBasis |
| Depreciation | 1129297 | Depreciation |
| Book Value | 1702927 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 276298 | OtherCostOrOtherBasis |
| Depreciation | 179595 | Depreciation |
| Book Value | 99703 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 136982 | InvestmentCostOrOtherBasis |
| Book Value | 136982 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2252875 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FUNDS OF HEDGE FUNDS | 10321159 | F |
| PRIVATE EQUITY FUNDS | 7009522 | F |
| REAL ESTATE PARTNERSHIPS | 2823233 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 20153914 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CSV LIFE INSURANCE | 929442 |
| BENE. INT IN PERPETUAL TRUST | 7211410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8140852 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY & TRUST OBLIGATIONS | $1,508,325 |
| LOAN PAYABLE | $278,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1787084 | TotalOfAmounts |
| Total Revenue | 7130666 | TotalRevenue |
| Total Expenses | 5252019 | TotalExpenses |
| Excess Or Deficit For Year | 1878647 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3033331 | NetUnrealizedGLOnInvestments |
| Other | $257,687 | OtherAmount |
| Total Adjustments | -2775644 | TotalAdjustments |
| Excess Or Deficit Per FS | -896997 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4274400 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3033331 | NetUnrealizedGainsInvestments |
| Other Revenues | 294809 | OtherRevenues |
| Revenue Not Rptd F990 | -2738522 | RevenueNotRptdF990 |
| Revenue Subtotal | 7012922 | RevenueSubtotal |
| Investment Expenses Not Included | 117744 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 117744 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7130666 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5171397 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 37122 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 37122 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5134275 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 117744 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 117744 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5252019 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS OF ART | SCHEDULE D, PART III, LINE 4 | PAINTINGS ARE FOR SALE WITH THE PROCEEDS GOING DIRECTLY TOWARDS SCHOLARSHIPS FOR ESU STUDENTS. THEY ARE CURRENTLY ON DISPLAY. |
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF EMPORIA STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS AND ASSISTANCE WITH OPERATING EXPENSES. |
| UNCERTAIN TAX POSITIONS DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| RECONCILIATION OF CHANGE IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | CHANGE IN BENEFICIAL INTEREST OF PERPETUAL TRUST $ 364,938 ACTUARIAL LOSS $(107,251) --------- $ 257,687 |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINES 2D & 4B | LINE 2D: CHANGE IN BENEFICIAL INTEREST OF PERPETUAL TRUST $ 364,938 FUNDRAISING EVENT EXPENSES $ 37,122 ACTUARIAL LOSS $ (107,251) ----------- $ 294,809 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 2D | LINE 2D: FUNDRAISING EVENT EXPENSES $ 37,122 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Central America and the Caribbean | Investments | 10321159 |
| East Asia and the Pacific | Grantmaking | 45030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 10366189 | SubtotalAmountSpent |
| Total Amount Spent | 10366189 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistance |
| Region | East Asia/Pacific | Region |
| Number Of Recipients | 44 | NumberOfRecipients |
| Amount Of Cash Grant | 45030 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | Expenditure requests are sent to the Fiscal Affairs department which verifies the expenditure meets the respective donor's criteria, as documented. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ATHLETIC AUCT. | NameOfEvent1 |
| Gross Receipts Event1 | 50512 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 31223 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19289 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 646 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 168 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1869 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1196 | OtherDirectExpensesEvent1 |
| Name Of Event2 | NIGHT OF CHAMPS | NameOfEvent2 |
| Gross Receipts Event2 | 46848 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 37364 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9484 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 6216 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 637 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 400 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 366 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 62207 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 26012 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 36195 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 2400 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 8169 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 4266 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 5601 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 5188 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 159567 | GrossReceiptsTotal |
| Charitable Contributions Total | 94599 | CharitableContributionsTotal |
| Gross Revenue Total Events | 64968 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 2400 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 15031 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5071 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7470 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 400 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6750 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37122 | DirectExpenseSummaryEvents |
| Net Income Summary | 27846 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| EMPORIA STATE UNIVERSITY | |||||||
| 1200 COMMERCIAL STREET | EMPORIA | KS | 66801 | 481124839 | GOVERNMENT | 1045419 | UNIVERSITY OPERATIONAL EXPENDITURES |
| ALUMNI ASSOCIATION OF EMPORIA STATE UNIVERSITY | |||||||
| 1500 HIGHLAND STREET | EMPORIA | KS | 66801 | 486115644 | 501(C)(3) | 70480 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 1385 | NumberOfRecipients |
| Amount Of Cash Grant | 1788847 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | Expenditure requests are sent to the Fiscal Affairs department which verifies the expenditure meets the respective donor's criteria, as documented. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1625 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 96152 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28406 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1954 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 162 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15752 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR ESTIMATE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF CONTRIBUTIONS | SCHEDULE M, PART I, LINES 1-28, COLUMN B | THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. |
| USE OF THIRD PARTIES | SCHEDULE M, PART I, LINE 32B | EDWARD JONES IS USED TO SELL CONTRIBUTIONS OF PUBLICLY TRADED STOCKS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY | FORM 990, PART VI, SECTION A, LINE 7A | In the event that there are not at least twenty-four (24) voting members of the Foundation at anytime, then the University Presidents Cabinet and the Board of Directors of the Alumni Association of Emporia State University shall jointly elect members to the Board of Trustees of the Foundation until such time as there are at least twenty-four (24) voting members. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT OF EMPORIA STATE UNIVERSITY FOUNDATION. ANY QUESTIONS OR CONCERNS THAT THE CHIEF FINANCIAL OFFICER OR PRESIDENT HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE PRIOR TO SUBMITTING THE 990 TO THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THESE ARE REVIEWED AND SIGNED BY THE PRESIDENT OF THE FOUNDATION. THERE IS A COMPLIANCE OFFICER ON THE BOARD THAT IS RESPONSIBLE FOR ADDRESSING ANY ISSUES THAT MAY ARISE THROUGHOUT THE YEAR. IF A CONFLICT ARISES IT IS INVESTIGATED IMMEDIATELY. KEY EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY WITH THE UNIVERSITY. THESE ARE MONITORED THROUGH EMPORIA STATE UNIVERSITY. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINES 15A & 15B | LINE 15A: THE PRESIDENT OF THE FOUNDATION IS EVALUATED BY THE PRESIDENT OF EMPORIA STATE UNIVERSITY IN CONSULTATION WITH THE BOARD OF TRUSTEE CHAIR. THEY ASK OPINIONS FROM OTHERS THAT WORK WITH/FOR THE PRESIDENT OF THE FOUNDATION. THIS PROCESS IS DONE ON A YEARLY BASIS. THE CASE ANNUAL SALARY SURVEY FOR THE MIDWEST REGION IS USED TO DETERMINE IF SALARIES ARE WITHIN THE MEDIAN RANGE. THE PRESIDENT OF THE FOUNDATION'S SALARY IS DETERMINED BY THE PRESIDENT OF EMPORIA STATE UNIVERSITY. THE SALARY IS COMPARABLE TO OTHERS IN THE ADMINISTRATION. LINE 15B: THE PRESIDENT OF THE FOUNDATION HANDLES THE COMPENSATION REVIEW OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | EACH TRUSTEE GETS A COPY OF THE BY-LAWS AND THE PUBLIC CAN RECEIVE A COPY UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ADVANCEMENT WEBSITE. THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN/LOSS ON INVESTMENTS $(3,033,331) CHANGE IN BENEFICIAL INTERESTS OF PERPETUAL TRUST $ 364,938 PRIOR PERIOD RESTATEMENTS $ (201,865) ACTUARIAL LOSS $ (107,251) ----------- $(2,977,509) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WA LARKIN - ESU ENDOWMENT ASSOC INC FUND | |||||||||||
| 801 MERCHANT ST | EMPORIA | KS | 66801 | 486254679 | TRUST | KS | ESU FDN | TRUST | 23299 | 282496 | 1.00000 |
| INEZ OWEN REVOCABLE TRUST | |||||||||||
| PO BOX 419692 | KANSAS CITY | MO | 641416692 | 486293124 | TRUST | MO | ESU FDN | TRUST | 52800 | 1228110 | 1.00000 |
| CHARLOTTE DAVIS TRUST | |||||||||||
| 9400 MISSION RD | PRAIRIE VILLAGE | KS | 66206 | 206869057 | TRUST | KS | ESU FDN | TRUST | 0 | 212246 | 1.00000 |
| MILDRED FULLHAGE TRUST | |||||||||||
| 7225 RENNER ROAD SUITE 200 | SHAWNEE | KS | 66217 | 457026562 | TRUST | KS | ESU FDN | TRUST | 0 | 220000 | 1.00000 |
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