MONTANA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA STATE UNIVERSITY FOUNDATION (EIN 81-6001649)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201340469349302359
- 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 G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T14:16:13-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810385940 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 EAST MAIN SUITE 201 | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59715 | 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 | 816001649 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA STATE UNIVERSITY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | DBA MONTANA STATE UNIVERSITY ALUMNI FDN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 4069942053 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SOUTH 11TH AVENUE | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 597172750 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL STEVENSON | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 4069942053 | Phone |
| Date Signed | 2013-02-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KYLA Q STAFFORD | Name |
| PTIN | P00249110 | PTIN |
| Phone | 4065566160 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL STEVENSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SOUTH 11TH AVENUE | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 597172750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54838665 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MONTANA.EDU/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | TO CREATE LIFELONG RELATIONSHIPS AND STRENGTHEN OUR RESOURCES TO ADVANCE MONTANA STATE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 64 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14038339 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36183606 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 996604 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1474632 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2019333 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3858981 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17054276 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41517219 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2633228 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3594660 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 87963 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 93030 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2236817 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6507951 | OtherExpensePriorYear |
| Other Expenses Current Year | 14314229 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9229142 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18001919 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7825134 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 23515300 | RevenuesLessExpensesCY |
| Total Assets BOY | 148468867 | TotalAssetsBOY |
| Total Assets EOY | 163091442 | TotalAssetsEOY |
| Total Liabilities BOY | 18890060 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15037693 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 129578807 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 148053749 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO CREATE LIFELONG RELATIONSHIPS AND STRENGTHEN OUR RESOURCES TO ADVANCE MONTANA STATE UNIVERSITY. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11059855 | Expense |
| Description | SUPPORT OF MONTANA STATE UNIVERSITY FOR INSTRUCTION, RESEARCH AND PUBLIC SERVICE. MSU IS THE STATE'S LAND GRANT INSTITUTION AND HAS APPROXIMATELY 14,500 STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1917213 | Expense |
| Description | SCHOLARSHIPS FOR MORE THAN 1,500 MONTANA STATE UNIVERSITY STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 202440 | Expense |
| Description | PROGRAMS AND ACTIVITIES CONDUCTED TO DEVELOP ALUMNI RELATIONS ON BEHALF OF 80,000 ALUMNI AND 11,000 ALUMNI ASSOCIATION MEMBERS AT MONTANA STATE UNIVERSITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13179508 | 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 6 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 64 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | NL | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | LU | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 2 | NumberOf8282Filed |
| 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 1 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID LEVEA CFO | NamePerson |
| Telephone Number | 4069942053 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 TECHNOLOGY BLVD SUITE A | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59718 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MIKE FERRIS | |||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 | |
| CORY PULFREY | |||||||
| VICE CHAIR | 0.00 | X | X | 0 | 0 | 0 | |
| MARK SHERMAN | |||||||
| SECRETARY/TREASURER | 0.00 | X | X | 0 | 0 | 0 | |
| LOIS NORBY | |||||||
| PAST CHAIR, MSU AA | 0.00 | X | 0 | 0 | 0 | ||
| LINDA REYNOLDS | |||||||
| PAST CHAIR, MSUF | 0.00 | X | 0 | 0 | 0 | ||
| MARK BACIGALUPO | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ALEXANDER BLEWETT | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| BRIAN CLARK | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| RICHARD HARTE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DAVID JACKSON | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DAVID KEM | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| BILL PERRY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| TRISTAN RENZ | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| KEVIN SETH | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JEAN SWEENEY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MARY BETH WALSH | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| TONY WALLER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| BRANT WEINGARTNER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL STEVENSON | |||||||
| PRESIDENT & CEO | 50.00 | X | 130214 | 0 | 9366 | ||
| CARRIE FAULHABER | |||||||
| INTERIM CFO | 40.00 | X | 76655 | 0 | 10013 | ||
| MELANIE N BURY SCHELL | |||||||
| COO & GENERAL COUNSEL | 45.00 | 104035 | 0 | 17235 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 310904 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 36614 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARTEL CONSTRUCTION INC | |||||
| 1203 S CHURCH AVE | BOZEMAN | MT | 59715 | CONSTRUCTION | 6138435 |
| MARTS & LUNDY | |||||
| 1200 WALL ST W | LYNDHURST | NJ | 07071 | CAMPAIGN CONSULTANT | 122641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 36183606 | AllOtherContributions |
| Noncash Contributions | 5525204 | NoncashContributions |
| Total Contributions | 36183606 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT FOR SERVICES | 900099 | 1097736 | 1097736 |
| ADMINISTRATIVE FEES | 900099 | 217934 | 217934 |
| SALES AND SERVICES | 900099 | 202419 | 202419 |
| DUES AND MEMBERSHIP | 900099 | 68785 | 68785 |
| RENTAL INCOME | 900099 | 52357 | 52357 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -164599 | TotalRevenueColumn |
| Related Or Exempt Function Income | -164599 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1474632 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 846070 | TotalRevenueColumn |
| Exclusion | $846,070 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16334357 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13321446 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3012911 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3012911 | TotalRevenueColumn |
| Exclusion | $3,012,911 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41517219 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1474632 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,858,981 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389832 | Total |
| Management And General | 284665 | ManagementAndGeneral |
| Fundraising | 105167 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2370867 | Total |
| Program Services | 84167 | ProgramServices |
| Management And General | 962328 | ManagementAndGeneral |
| Fundraising | 1324372 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175579 | Total |
| Program Services | 3004 | ProgramServices |
| Management And General | 80540 | ManagementAndGeneral |
| Fundraising | 92035 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390305 | Total |
| Program Services | 11728 | ProgramServices |
| Management And General | 201338 | ManagementAndGeneral |
| Fundraising | 177239 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268077 | Total |
| Program Services | 8118 | ProgramServices |
| Management And General | 142745 | ManagementAndGeneral |
| Fundraising | 117214 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21199 | Total |
| Management And General | 21199 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17266 | Total |
| Management And General | 17266 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93030 | Total |
| Fundraising | 93030 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8848 | Total |
| Management And General | 8848 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125749 | Total |
| Program Services | 5468 | ProgramServices |
| Management And General | 82090 | ManagementAndGeneral |
| Fundraising | 38191 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5007 | Total |
| Program Services | 267 | ProgramServices |
| Management And General | 2657 | ManagementAndGeneral |
| Fundraising | 2083 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415593 | Total |
| Program Services | 51815 | ProgramServices |
| Management And General | 342805 | ManagementAndGeneral |
| Fundraising | 20973 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83772 | Total |
| Management And General | 73230 | ManagementAndGeneral |
| Fundraising | 10542 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133576 | Total |
| Management And General | 133576 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221898 | Total |
| Program Services | 4831 | ProgramServices |
| Management And General | 23218 | ManagementAndGeneral |
| Fundraising | 193849 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187327 | Total |
| Program Services | 33042 | ProgramServices |
| Management And General | 97326 | ManagementAndGeneral |
| Fundraising | 56959 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3250 | Total |
| Management And General | 3250 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89136 | Total |
| Management And General | 89136 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24540 | Total |
| Management And General | 19377 | ManagementAndGeneral |
| Fundraising | 5163 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MSU PROGRAM SUPPORT | 11059855 | 11059855 |
| MSU STUDENT SCHOLARSHIP | 1917213 | 1917213 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18001919 | Total |
| Program Services | 13179508 | ProgramServices |
| Management And General | 2585594 | ManagementAndGeneral |
| Fundraising | 2236817 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336912 | BOY |
| EOY | 749434 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9523631 | BOY |
| EOY | 4125096 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5093802 | BOY |
| EOY | 25500199 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3708632 | BOY |
| EOY | 2920275 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21869 | BOY |
| EOY | 464522 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1488 | BOY |
| EOY | 1610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4336751 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 580133 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3189984 | BOY |
| EOY | 3756618 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22752136 | BOY |
| EOY | 21937476 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101247811 | BOY |
| EOY | 102832107 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 751512 | BOY |
| EOY | 712353 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1841090 | BOY |
| EOY | 91752 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148468867 | BOY |
| EOY | 163091442 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1535069 | BOY |
| EOY | 488950 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559588 | BOY |
| EOY | 314442 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16795403 | BOY |
| EOY | 14234301 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18890060 | BOY |
| EOY | 15037693 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4477298 | BOY |
| EOY | 4265113 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45857689 | BOY |
| EOY | 61592348 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79243820 | BOY |
| EOY | 82196288 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129578807 | BOY |
| EOY | 148053749 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148468867 | BOY |
| EOY | 163091442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 23515300 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5040357 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 12034765 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8468705 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5277599 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14038339 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36183606 | CurrentTaxYear |
| Total | 76003014 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12034765 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8468705 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5277599 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14038339 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36183606 | CurrentTaxYear |
| Total | 76003014 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 76003014 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2682571 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1414554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 760872 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 596176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 846070 | CurrentTaxYear |
| Total | 6300243 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 82303257 | TotalSupport |
| Public Support Pertcentage170 | 0.92350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86840 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83197160 | BeginningOfYearBalance |
| Contributions | 3362000 | Contributions |
| Investment Earnings Or Losses | -1419278 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3063951 | GrantsOrScholarships |
| Administrative Expenses | 1534841 | AdministrativeExpenses |
| End Of Year Balance | 80541090 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72349066 | BeginningOfYearBalance |
| Contributions | 2399530 | Contributions |
| Investment Earnings Or Losses | 12476488 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2442819 | GrantsOrScholarships |
| Administrative Expenses | 1585105 | AdministrativeExpenses |
| End Of Year Balance | 83197160 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64524391 | BeginningOfYearBalance |
| Contributions | 1658715 | Contributions |
| Investment Earnings Or Losses | 9147566 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1864645 | GrantsOrScholarships |
| Administrative Expenses | 1116962 | AdministrativeExpenses |
| End Of Year Balance | 72349065 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81825430 | BeginningOfYearBalance |
| Contributions | 2719518 | Contributions |
| Investment Earnings Or Losses | -16179760 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3309859 | GrantsOrScholarships |
| Administrative Expenses | 1016238 | AdministrativeExpenses |
| End Of Year Balance | 64039091 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1421050 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 451750 | OtherCostOrOtherBasis |
| Book Value | 1872800 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2019340 | OtherCostOrOtherBasis |
| Depreciation | 452707 | Depreciation |
| Book Value | 1566633 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 444611 | OtherCostOrOtherBasis |
| Depreciation | 127426 | Depreciation |
| Book Value | 317185 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3756618 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 4624180 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIPS INVESTMENTS | 76015118 | F |
| PIMCO TOTAL RETURN FIXED INCOME | 11254492 | F |
| DODGE & COX INTERNATIONAL | 10938317 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 102832107 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NOTES PAYABLE | $650,000 |
| DEFERRED GIFT OBLIGATIONS | $4,194,912 |
| FUNDS HELD ON BEHALF OF OTHERS | $9,383,489 |
| DEPOSITS | $5,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14234301 | TotalOfAmounts |
| Total Revenue | 41517219 | TotalRevenue |
| Total Expenses | 18001919 | TotalExpenses |
| Excess Or Deficit For Year | 23515300 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4735547 | NetUnrealizedGLOnInvestments |
| Other | -$304,810 | OtherAmount |
| Total Adjustments | -5040357 | TotalAdjustments |
| Excess Or Deficit Per FS | 18474943 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 37470371 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4735547 | NetUnrealizedGainsInvestments |
| Other Revenues | 688699 | OtherRevenues |
| Revenue Not Rptd F990 | -4046848 | RevenueNotRptdF990 |
| Revenue Subtotal | 41517219 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 41517219 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18995429 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 993509 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 993509 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18001920 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18001920 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -304,810. | |
| PART XII, LINE 2D: REVENUE AMOUNTS INCLUDED IN THE FINANCIALS, NOT ON THE TAX RETURN, OF $688,699 INCLUDE REVENUE OF THE CONSOLIDATED ENTITY, ADVANCED TECHNOLOGY, INC. PART XIII, LINE 2D: EXPENSE AMOUNTS INCLUDED IN THE FINANCIALS, NOT ON THE TAX RETURN, OF $993,509 IS COMPRISED OF THE FOLLOWING: $304,810 IS THE CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS AND $688,699 ARE THE EXPENSES FROM THE CONSOLIDATED ENTITY ADVANCED TECHNOLOGY, INC. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS AND LUNDY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1 |
| City | LYNDHURST | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTING, FEASIBILITY INTERVIEWS, CAPACITY ANALYS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 122641 | AmountRetainedByContractor |
| Net To Organization | -122641 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 122641 | TotalRetainedByContractors |
| Total Net To Organization | -122641 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | DC | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | FEASIBILITY STUDY AND GENERAL PLANNING | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | SOCIAL CLUB DUES ARE PAID FOR INDIVIDUALS WHO NEED TO ENTERTAIN FOR FUNDRAISING PURPOSES. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 9250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 125345 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 361994 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 637647 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PROCEEDS OF SALE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 690000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 85000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 783 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OF FOOD DONATED | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FURNITURE & EQUIPMENT | 4 | 10920 | FMV |
| X | MISC | 3 | 2833 | FMV |
| X | MUSICAL EQUIPMENT | 1 | 5000 | FMV |
| X | NOTES RECEIVABLE | 2 | 443398 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| 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 (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | EFFECTIVE DECEMBER 31, 2011, THE MSU ALUMNI ASSOCIATION MERGED 100% OF ITS VOTING EQUITY INTEREST INTO THE FOUNDATION. THE NEW PROGRAM SERVICES ASSOCIATED WITH THIS MERGER ARE DESCRIBED ON PAGE II, PART III, LINE 4C. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE DECEMBER 31, 2011, THE MSU ALUMNI ASSOCIATION MERGED 100% OF ITS VOTING EQUITY INTEREST INTO THE FOUNDATION AND CEASED TO EXIST. THE ARTICLES OF MERGER WERE FILED AND APPROVED BY THE STATE OF MONTANA IN DECEMBER 2011. THE PURPOSE OF THIS MERGER WAS TO COMBINE EACH ORGANIZATION'S RESOURCES AND OPERATIONS IN ORDER TO BETTER SERVE MONTANA STATE UNIVERSITY AND ITS ALUMNI AND DONORS. AT DECEMBER 31, 2011, ALL ASSETS AND LIABILITIES OF MSU ALUMNI ASSOCIATION WERE MERGED INTO THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS VIA A DOCUMENT SHARING WEBSITE. THE FORM 990 WAS DISCUSSED VIA CONFERENCE CALL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL EMPLOYEES, OFFICERS, AND DIRECTORS MUST SIGN THE ACKNOWLEDGEMENT THAT THEY HAVE READ AND COMPLIED WITH THE CONFLICT OF INTEREST POLICY. ANY CONFLICTS DURING THE PERIOD ARE REPORTED AT THIS TIME AND DOCUMENTED. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE MEETS IN A CLOSED SESSION AND DISCUSSES THE CEO'S PERFORMANCE DURING THE YEAR AND COMPARABLE PAY FOR THE POSITION AND REGION. THE CEO'S COMPENSATION IS APPROVED BY A MAJORITY VOTE OF THE EXECUTIVE COMMITTEE, WHICH INCLUDES ALL INDEPENDENT DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,735,547. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -304,810. TOTAL TO FORM 990, PART XI, LINE 5: -5,040,357. |
| AUDIT OVERSIGHT | FORM 990, PART XI, LINE 2C | THE BOARD AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHNSON FAMILY FOUNDATION | ||||||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | 810274248 | RANCH MGMT | MT | 501(C)(2) | LINE 9 | MSU FOUNDATION | 0 |
| MONTANA STATE UNIVERSITY - BOZEMAN | ||||||||||
| PO BOX 172720 | BOZEMAN | MT | 59717 | 363412482 | PUBLIC UNIVERSITY | MT | 0 | |||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED TECHNOLOGY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 TECHNOLOGY BLVD SUITE A | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810448958 | EIN |
| Primary Activity | REAL ESTATE | PrimaryActivity |
| Legal Domicile State | MT | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -184351 | ShareOfTotalIncome |
| Share Of EOY Assets | 2910685 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| JOHNSON FAMILY FOUNDATION | |
| P | 7497 |
| ADVANCED TECHNOLOGY INC | |
| R | 50000 |
| MONTANA STATE UNIVERSITY | |
| Q | 12977067 |
| ADVANCED TECHNOLOGY INC | |
| B | 145192 |
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