2012-03-15T12:15:52-05:00 2011-06-30 ERNST & YOUNG US LLP 1100 HUNTINGTON CTR 41 S HIGH ST COLUMBUS OH 43215 990 2010-07-01 346007199 BOWLING GREEN STATE UNIVERSITY FOUNDATIONINC BOWL 4193722551 Mileti Alumni Center Bowling Green OH 434030054 Thomas S Hiles 2012-03-16 6142245678 2010 2016-02-24 21:20:13Z Thomas S Hiles Mileti Alumni Center Bowling Green OH 434030054 39043471 false X www.bgsu.edu/offices/development X 1954 OH The Bowling Green State University Foundation stewards donors in ways that support the mission and vision of Bowling Green State University. 35 34 0 36 2933 11029790 10111356 1389182 1329407 381656 4028077 0 0 12800628 15468840 10481093 5733879 0 0 235154 374050 466693 477473 1000636 2845007 2624078 14027947 9209480 -1227319 6259360 91633147 109059763 1409853 1493808 90223294 107565955 X The Bowling Green State University Foundation stewards donors in ways that support the mission and vision of Bowling Green State University by: Stimulating Alumni, Friends, Students, Faculty, and Staff to be donors, and assist in accumulating private resources for the benefit of the University. Utilizing its resources for the betterment of the University. Providing its donors with opportunities to witness and experience the results of their philanthropy. false false 2458941 2458941 0 Academic and Administrative Departments and Programs. 693 Funds are involved. 2209192 2209192 0 Scholarships and Awards - Scholarships and Awards are granted based upon defined guidelines and prerequisites. 1,102 Funds are involved. 577145 577145 0 Capital Projects - Capital Projects are funded according to Project/Fund guidelines. 3 Funds are involved. 2236479 488601 1329407 7481757 true true false false false false false false true false false false false false false true false false false true false false true false false false true true true false false false false false false false false true false false false true true false false false false true X 159 0 true 0 true true true EI false false false true true false false false false X 35 34 false false false false false false false true true false false true true true true true true true true false OH X JOHN T CUCKLER 4193722551 Mileti Alumni Center Bowling Green OH 434030054 X Bachey John 1.0 X 0 0 0 Bahner Peter 1.0 X 0 0 0 Braun Theresa 1.0 X 0 0 0 Bryan David 1.0 X 0 0 0 Butterfield William 1.0 X 0 0 0 Carroll Michael 1.0 X 0 0 0 Clasen Robert 1.0 X 0 0 0 Conda Joseph 1.0 X 0 0 0 Cox David 1.0 X 0 0 0 Craig Andre' 1.0 X 0 0 0 Fox Marilyn 1.0 X 0 0 0 Gallagher Everett 1.0 X X 0 0 0 Green Allen 1.0 X 0 0 0 Hansen Dorothy 1.0 X 0 0 0 Hirschfeld Jarrod 1.0 X 0 0 0 Hollingsworth Peggie 1.0 X 0 0 0 Irwin Don 1.0 X 0 0 0 Karr Bernard 1.0 X 0 0 0 Keller Daniel 1.0 X X 0 0 0 Marsh Michael 1.0 X 0 0 0 Maurer Robert 1.0 X 0 0 0 Latta Marcia 1.0 X X 0 181469 31180 May Judith Jackson 1.0 X 0 77954 14207 Misamore Bruce 1.0 X X 0 0 0 Norton Christina 1.0 X 0 0 0 Orchard Thomas 1.0 X X 0 0 0 Radbill Geoffrey 1.0 X 0 0 0 Reiter Edward 1.0 X 0 0 0 Seidman Christine 1.0 X 0 0 0 Smith Jr Hugh 1.0 X 0 0 0 Steele Jacien 1.0 X 0 0 0 Stone Dr Logan 1.0 X 0 0 0 Thatch Gregory 1.0 X 0 0 0 Thompson Ellen 1.0 X 0 0 0 Voll Francis 1.0 X 0 0 0 Weger Michael 1.0 X 0 0 0 Hiles Thomas 1.0 X 0 104647 19813 Cuckler John Thomas 40.0 X 0 112287 32431 0 476357 97631 0 false true false Ruffalo Cody 65 Kirkwood North Road SW Cedar Rapids IA 52404 Fundraising 477473 1 250000 9861356 176759 10111356 Program Development 900099 1329407 1329407 1329407 2173159 2933 2170226 0 0 25429549 23574631 1854918 1854918 1854918 0 0 0 0 15468840 1329407 2933 4025144 3524687 3524687 2209192 2209192 0 0 30000 30000 0 344050 344050 0 0 0 0 1291 290 1001 29647 29647 0 477473 477473 80241 80241 742994 680847 37570 24577 200 200 570266 460673 38516 71077 0 0 3803 3803 306550 178115 22804 105631 0 267532 114666 50695 102171 0 0 0 2373 2373 FEES, REGISTRATION AND DUES 264008 201380 60406 2222 PRINTING/PUBLICATION/POSTAGE 316875 71942 28924 216009 MISCELLANEOUS EXPENSES 38298 36452 1371 475 9209480 7481757 727087 1000636 287777 643839 91174214 108087477 171156 328447 91633147 109059763 59279 89946 1350574 1403862 1409853 1493808 X 1166759 3052733 23974389 36229587 65082146 68283635 90223294 107565955 91633147 109059763 X 6259360 11083301 X false true true X false X 13141572 14884980 10569817 11029790 10111356 59737515 413000 2186000 2026000 2097000 1971000 8693000 13554572 17070980 12595817 13126790 12082356 68430515 857992 67572523 2328111 3348076 2329450 2353954 2170452 12530043 33024 11817 11958 11836 2707 71342 81031900 7918994 0.83390 0.76800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73399345 3187350 13305354 1751184 1152612 86988253 62822769 3661433 9071340 1243982 912215 73399345 77552640 3136030 -16093725 942371 829805 62822769 0.01050 0.98950 0.00000 false false 15468840 9209480 6259360 11083301 -1220747 9862554 16121914 31304746 11083301 4752605 15835906 15468840 15468840 15182832 5973352 5973352 9209480 9209480 INTENDED USES OF ORGANIATIONS ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 The Foundations endowment funds are used to support the programs of the University, provide scholarships and support for University students, and assist in the funding of University capital projects. OTHER ADJUSTMENTS TO CHANGE IN NET ASSETS SCHEDULE D, PART XI, LINE 8 The audited financial statements are prepared on an accrual basis while the Foundation maintains the books on a cash basis. The net cash to accrual adjustment is ($1,220,747). OTHER REVENUE/EXPENSES ON BOOKS NOT ON RETURN SCHEDULE D, PART XII/XIII, LINE 2D Accrual-Basis audited financial statement balances adjusted to cash-basis. The total accrual adjustment to revenue is $4,752,605. The total accrual adjustment to expenses is $5,973,352. Europe (Including Iceland and Greenland) 0 0 Investments 48094 0 0 0 0 48094 48094 false false false false false false X X X X X true Ruffalo Cody 65 Kirkwood Cedar Rap 65 Kirkwood North Road SW CEDAR RAPIDS IA 52404 Telephone Fundraising false 1110886 477473 633413 1110886 477473 633413 FL OH true Bowling Green State University 319 Administration Building Bowling Green OH 43403 346402018 115 3524687 Support Exempt Purpose 1 0 Accounting & MIS Department Fund 13 21250 Administrative Staff Scholarship 7 5500 Alissa Czisny '09 Entrepreneurship Schol 6 15000 Alma J. Payne Non-Traditional Stdt Schol 1 5750 Alumni Laureate Scholars Fund 11 115326 Alumni Legacy Scholarship Endowment 7 7000 Anabel & Lyle Willhite Scholarship 9 9000 Ardanall B. Mason Memorial Scholarship 8 8000 Bailey Family Fdn Endwd Schol in Educ 1 5000 Bailey Family Foundation Endwd. Schol. 1 5000 Blaine T. & Lauretta B. Ebert Schol. 3 6000 Blanche & Charles Naugle Memorial Schol. 9 9180 Clarence Terry Jr. Memorial Fund 2 6000 CMA Scholarships & Awards 2 5800 College of Musical Arts 7 6700 Delbert Latta Scholarship 5 10000 Don and Frederica Irwin Scholarship 1 5000 E.L. Moseley Scholarship 8 17170 Firelands College Scholarships 42 35439 Florence & Jesse Currier Endowed Award 3 10000 Gary D. Brengartner Business Scholarship 3 9000 George R. & Marvell S. Snyder Scholarship 2 6000 Harry V. Frankfather Scholarship 15 30000 Hearst Scholarship 6 9390 Henry H. Geary Jr. Scholarship 2 6000 Hoskins Student Study Abroad Award 9 8000 Ingram-White Castle Scholarship 7 7579 Inst for Excel in Svcs Partnership Schol 6 6750 J. Robert & G. Overman Scholarship Fund 5 8000 J. Robert Bashore Scholarship 4 10000 Jadel Scholarship in Journalism 1 8220 Janet Shanklin Scholarship 5 8000 John Davidson Scholarship 13 8000 John F. Carr Laureate Scholarship 1 8413 Katzner Grad Stdt Rsch & Prfsnl Devl 20 12710 Kurtz-Wright Scholarship 5 25000 Landes Family Scholarship LAUR 1 5000 Lorrene & Vergil Ort Scholarship 7 19000 Management Department 12 9650 Marjorie Conrad, M.D. Allied Hlth Pfrsn 3 6000 Marjorie E Conrad, M.D. Pre-Med Schol 3 6000 Marjorie E. Conrad Art Song Competition 12 6500 Marketing Department 7 7752 Medici Circle Patrons of Art 10 5415 O-I GEAR-Up Scholarship 22 12582 Olive H. Schlink Nursing Scholarship 8 8000 Primrose Family Scholarships 11 7500 Pro Musica 155 46008 Pro Musica Scholarship 4 5000 Ray Marvin Leadership Fund 3 5000 Shanklin Scholarship Award 10 10000 Sidney Frohman Scholarship Fund 4 5808 Stuart R. Givens Memorial Fellowship 1 6000 Supply Chain Management Institute 25 13650 T & C Pemberton Alumni Laureate Endwmt 1 8909 Thompson PLA Fund 108 908949 University Dining Services Scholarship 11 6500 William J. Primrose Scholarship 2 10000 Various Other Grants and Scholarships 568 610792 Description of Organization's Procedures for Monitoring the Use of Grants Schedule I, Part I, Line 2 The Foundation maintains guidelines for the granting of funds from each of its scholarship accounts. Each of the accounts has an account representative that is responsible for monitoring the selection process to assure that the guidelines are followed in the selection of the scholarship recipient. Funds are then distributed to the recipient by the Office of Student Financial Aid (SFA). The Foundation then reimburses SFA for those Foundation scholarships distributed. false false false false false false false false false Latta Marcia 0 163571 0 15480 0 2418 0 0 0 31180 0 212649 0 0 X 26 176759 sale of comparable p 4 false false false Third party used to sell non-cash contributions Schedule M, Part I, Line 32b The Foundation utilizes UBS as a Broker to sell donated publicly traded stocks and securities. DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE PROVIDING SUPPORT TO UNIVERSITY INSTITUTES AND CENTERS, ATHLETIC AND RECREATIONAL PROGRAMS AND WBGU-TV, THE BGSU TELEVISION STATION. EXPLANATION FOR PART V, LINE 2A & PART VII JOHN THOMAS CUCKLER, ASSISTANT VICE PRESIDENT, SPENDS ALL OF HIS TIME ON THE FOUNDATION. HIS COMPENSATION IS PAID BY BOWLING GREEN STATE UNIVERSITY AND IS PARTIALLY REIMBURSED BY THE FOUNDATION. SOME UNIVERSITY EMPLOYEES HAVE A PORTION OF THEIR SALARIES ALLOCATED TO THE FOUNDATION. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11B A COMPLETED FINAL DRAFT COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE NOMINATING AND GOVERNANCE COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS VIA A TELEPHONE CONFERENCE. FOLLOWING THIS REVIEW, A FINAL FORM 990 IS E-MAILED TO ALL FOUNDATION DIRECTORS FOR THEIR REVIEW. QUESTIONS, COMMENTS AND CORRECTIONS ARE COMMUNICATED TO THE CONTROLLER FOR FOLLOW-UP. THE CONTROLLER THEN COMMUNICATES ANY FINAL CHANGES BACK TO ALL DIRECTORS AND THE FORM 990 IS THEN FILED. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C ALL FOUNDATION BOARD OF DIRECTORS ARE REQUIRED TO READ, SIGN AND SUBMIT A COPY OF THE FOUNDATION'S CODE OF CONDUCT POLICY. THE ADMINISTRATIVE ASSISTANT TO THE FOUNDATION PRESIDENT/CEO DISTRIBUTES A COPY TO ALL BOARD MEMBERS IN THE FALL AND MONITORS THEIR RETURN. ANY LATE RETURNS (DUE BY OCTOBER 31ST) ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT/CEO FOR FOLLOW UP. IN ADDITION, ANY EXCEPTIONS TO THE POLICY AS NOTED BY THE BOARD MEMBER ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT/CEO FOR HIS DISPOSITION. ALL DIRECTORS ARE EXPECTED TO DISCLOSE ANY CONFLICT OF INTEREST PRIOR TO DISCUSSIONS AND SUBSEQUENTLY RECUSE THEMSELVES FROM VOTING OR DISMISS THEMSELVES FROM THE MEETING. DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINES 15A & 15B THE OFFICERS OF THE FOUNDATION (PRESIDENT/CEO, VICE PRESIDENT, CONTROLLER) ARE EMPLOYEES OF BOWLING GREEN STATE UNIVERSITY AND ARE THEREFORE SUBJECT TO THE PERSONNEL POLICIES OF THE UNIVERSITY. THE CHAIRMAN OF THE FOUNDATION BOARD WITH THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE PRESIDENT/CEO. THE PRESIDENT/CEO IS RESPONSIBLE FOR THE ANNUAL REVIEW OF BOTH THE VICE PRESIDENT AND CONTROLLER. THE PRESIDENT OF THE UNIVERSITY PERFORMS A FINAL REVIEW AND APPROVAL OF THE ANNUAL REVIEW/COMPENSATION OF THE OFFICERS OF THE FOUNDATION. THE FOUNDATION EXECUTIVE COMMITTEE IS ALSO RESPONSIBLE FOR THE FINAL REVIEW AND APPROVAL OF THE ANNUAL INCENTIVE COMPENSATION AWARDS. THE PROCESS FOR DETERMINING COMPENSATION WAS LAST UNDERTAKEN IN FISCAL YEAR 2011 FOR ALL POSITIONS. AVAIL OF GOV DOCS, CONFLICT OF INT POLICY, & FINANCIAL STMTS TO GEN PUBLIC FORM 990, PART VI, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICES AT MILETI ALUMNI CENTER, BOWLING GREEN, OHIO. ESTIMATE OF HOURS DEVOTED TO RELATED ORANIZATIONS FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) THOMAS HILES, JUDITH JACKSON MAY, AND MARCIA LATTA EACH DEVOTED 40 HOURS PER WEEK TO A RELATED ORGANIZATION. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS ON INVESTMENTS $11,083,301 Bowling Green State Univ Foundation LLC Mileti Alumni Center Bowling Green OH 43403 346007199 R.E. Mgmt OH 0 350000 BGSU Fdn Bowling Green State University 319 Administration Building Bowling Green OH 43403 346402018 Education OH 115 2 NA false true false false false false false false false true true false true true true true true false