2012-05-14T09:00:57-05:00 2011-06-30 CBIZ MHM LLC 220 W Douglas Suite 300 Wichita KS 67202 990 2010-07-01 486121167 WICHITA STATE UNIVERSITY FOUNDATION WICH 3169783040 1845 FAIRMOUNT CAMPUS BOX 2 WICHITA KS 672600002 ELIZABETH KING 2012-05-08 true PAMELA J PEPPARD CPAPFS 3162655600 2010 2016-02-24 21:20:13Z Elizabeth King 1845 Fairmount Wichita KS 672600002 110506738 false X www.wichita.edu/foundation X 1965 KS Fundraising for WSU and managing the contributions, investments and distributing support to WSU. 17 17 86 20 0 -25351 21597976 9085045 0 0 11736423 9531553 1354796 3555076 34689195 22171674 3608424 3865689 0 0 2583817 2649369 0 0 1774119 7077262 10762969 13269503 17278027 21419692 4893647 204633658 234553930 13981605 16198198 190652053 218355732 X THE WICHITA STATE UNIVERSITY FOUNDATION STRIVES TO ENHANCE A COMMUNITY OF LEARNING EXCELLENCE FOR OUR STUDENTS AND FACULTY THROUGH PHILANTHROPY AND STEWARDSHIP. PRIVATE CONTRIBUTIONS ARE NECESSARY TO SUPPORT THE PROGRAMS AND VISION OF THE UNIVERSITY. ITS PRIVATE STATUS ENSURES THE DONOR'S RIGHT OF ANONYMITY AND ITS ABILITY TO SUPPORT THE UNIVERSITY'S MISSION. THE FOUNDATION FURTHER SEEKS TO BUILD AND FOSTER RELATIONSHIPS WITH INTERNAL AND EXTERNAL CONSTITUENCIES, WHICH MUTUALLY BENEFIT THE UNIVERSITY, THE WICHITA COMMUNITY, AND THE STATE OF KANSAS. false false 3865689 3865689 THE FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS FOR USE IN ATTENDING THE WICHITA STATE UNIVERSITY IN ACCORDANCE WITH PROVISIONS ESTABLISHED BY THE DONOR 10007147 PROFESSORSHIPS AND GRANTS ARE AWARDED TO FACULTY MEMBERS OR COLLEGES IN THE UNIVERSITY IN ACCORDANCE WITH DONOR RESTRICTIONS FOR EDUCATIONAL ENDEAVORS 13872836 true true false false false true true false true true true false true false false true true false false false false false false false false false false true true false false false false false false false true true true false false false false false false false false true X 121 0 true 86 true true true false false false false true true true 4 false false false X 17 17 false false false false false false false true true false false true true true true true true true true true true X SKIP SWEARINGEN 3169783816 1845 FAIRMOUNT WICHITA KS 672600002 X DEBORAH G HAYNES 1.0 X 0 0 0 BILL ARD 1.0 X 0 0 0 EDMUND D PACK JR 1.0 X 0 0 0 CRAIG W BARTON 1.0 X X 0 0 0 MICHAEL C BURRUS 1.0 X 0 0 0 JUSTUS H FUGATE 1.0 X 0 0 0 BRIAN A HEINRICHS 1.0 X 0 0 0 BARRY L SCHWAN 1.0 X 0 0 0 BILL MOORE 1.0 X X 0 0 0 JOHN R MORSE 1.0 X X 0 0 0 MARILYN B PAULY 1.0 X X 0 0 0 PAUL S ALLEN 1.0 X 0 0 0 JULIE-ELLEN ACOSTA 1.0 X 0 0 0 TIM BUCKLEY 1.0 X 0 0 0 KELLY CALLEN 1.0 X 0 0 0 CURT GRIDLEY 1.0 X 0 0 0 DALE MALTBIE 1.0 X X 0 0 0 ELIZABETH H KING 60.0 X X X 208855 0 24426 TERRE JOHNSON 50.0 X X 104300 0 15772 MICHAEL LAMB 45.0 X X 110620 0 17268 PATSY J SELBY 45.0 X X 120020 0 18453 543795 0 75919 4 false true false MARTIN K EBY CONSTRUCTION CO INC 601 N MAIN ST WICHITA KS 67201 CONSTRUCTION 3294529 BAUER SON CONSTRUCTION CO INC 415 S ZELTA WICHITA KS 67207 CONSTRUCTION 284054 SODEXO INC AFFILIATES 1845 FAIRMOUNT WICHITA KS 67260 FOOD SERVICES 267333 PREFERRED HEALTH SYSTEMS BOX 47066 WICHITA KS 67201 HEALTH INSURANCE 157829 FUND EVALUATION GROUP 205 W FOURTH SUITE 810 CINCINNATI OH 45202 INVESTMENT ADVISORY 125391 8 9085045 798116 9085045 0 4434578 4434578 0 0 93272014 160025 88173464 161600 5098550 -1575 5096975 5096975 0 0 0 OTHER INCOME 611710 3555076 3555076 3555076 22171674 3555076 9531553 0 3865689 3865689 0 0 619714 74899 267158 277657 0 1506415 592395 914020 0 375456 157332 218124 147784 5206 59746 82832 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 127125 127125 0 PROFESSIONAL FEES 3243674 3198211 45463 UNIVERSITY SUPPORT 7897733 7107269 508978 281486 CHANGE OF SPLIT INTEREST AGR. -469426 -469426 GENERAL & ADMIN -36137 -36137 17278027 13872836 1631072 1774119 11391409 7841893 7996231 6377689 51878 50076 1396362 603087 733698 793275 133113940 155202863 33436301 45782105 17910201 18506029 204633658 234553930 13981605 16198198 13981605 16198198 X 7033816 7704175 43601048 67685199 140017189 142966358 190652053 218355732 204633658 234553930 X 4893647 22810032 X X false true true X false X 18520550 21381084 18804145 21597976 9085045 89388800 18520550 21381084 18804145 21597976 9085045 89388800 89388800 3467609 3825628 2564074 3439014 4434578 17730903 107119703 5144846 0.83448 0.87528 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 157.00 0 0 0 1 false 0.00 0 69300 14847137 X X X false 184068237 8698984 30971944 3865689 8771919 211101557 159463386 19528298 16247891 3608424 7562914 184068237 182371506 18331155 -29155908 3412077 8671290 159463386 0.00213 0.67724 0.32063 false true true 597175 597175 799187 603087 196100 793275 FOREIGN BONDS 8932470 F SAVINGS BONDS 40366 F MORTGAGE-BACKED SECURITIES 14591453 F REPURCHASE AGREEMENTS 5413503 F VENTURE CAPITAL 7694992 F COMMODITY 9109321 F 45782105 ART COLLECTION 14847137 OTHER ASSETS 53493 CSV - LIFE INSURANCE 3605399 18506029 22171674 17278027 4893647 22810032 22810032 27703679 44981706 22810032 22810032 22171674 22171674 17278027 17278027 17278027 Ulrich & Anthropology Museum Schedule D, Part III The Ulrich Museum and Anthropology Museum provide learning opportunities for students and faculty in both the College of Fine Arts and Liberal Arts & Sciences where the Anthropology department is located. The collections of both are used by faculty members in teaching students. The Foundation's nonprofit status is to serve as the fundraising arm for the university which would include any tools used by students and faculty. Endowment Fund Schedule D, Part V, Line 4 Support to WSU through scholarships/fellowships, faculty support, building projects, and other priorities. Conservation Easement Schedule D, Part II, Line 9 No impact during current fiscal year. The conservation easement is actually with the University, and the revenues will be received and spent on the university's books, not on the foundation. The foundation owns the property for the Biology Department use. true Student Scholarships 1792 3865689 CASH Monitoring of Funds for Grants Schedule I, Part III Separate funds are set up in the Foundation's financial software (BlackBaud Financial Edge) - The foundation maintains fund accounting to monitor each funds activity. X true true X X X false false false false false false false false ELIZABETH H KING 200080 0 5000 0 3775 0 17432 0 6994 0 233281 0 0 0 Policy regarding payment of spending accts, and dues Schedule J, Part 1, Line 1a & 1b Expenses are paid/reimbursed after Pres/Board document how expenses benefit the WSU Foundation through continuing donor contact and stewardship. MARILYN B PAULY FAMILY MEMBER OF DIRECTOR 18500000 BOND FUND INVESTMENT WITH BANK false X 4 64500 APPRAISALS X 28 573616 AVERAGE OF HIGH/LOW X 4 160000 APPRAISALS 5 false true true USE OF THIRD PARTIES TO SOLICIT, PROCESS, OR SELL NON-CASH CONTRIBUTIONS FORM 990, SCHEDULE M, LINE 32B Deaccessioned art is sold by an art auction company. Securities are sold by a brokerage firm. Monitoring and enforce compliance with conflict of interest policy Form 990, Part VI, Section B, Line 12c Policy is reviewed annually and form is signed by each director of the board that they understand and are in compliance with the conflict of interest policy. Public inspection of governing documents & financial statements Form 990, Part VI, Section C, Line 19 At the current time the organization does not make its governing documents and conflict of interest policy available to the public. A copy of the Form 990 is available for public inspection on the organization's website. Financial statemets are made available for public inspection upon request. Process in determining compensation Form 990, Part VI, Section B, Line 15 The organization reviews salary pools with the executive committee and the President & CEO reviews the VP's salary changes with the board chair. The board chair and executive committee review and approves the PResident & CEO's salary. An informal comparison of salaries to other university foundations/endowments in Kansas is also performed. The last review was performed on June 9, 2010. Review Process of 990 Form 990, Part VI, Section B, Line 11 The form 990 is reviewed and approved by the organizations board prior to submitting the return to the Internal revenue service. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DEBORAH G HAYNES TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BILL ARD TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:EDMUND D PACK JR TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CRAIG W BARTON TITLE:BOARD CHAIR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL C BURRUS TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JUSTUS H FUGATE TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRIAN A HEINRICHS TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BARRY L SCHWAN TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BILL MOORE TITLE:BOARD CHAIR-ELECT HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOHN R MORSE TITLE:PAST BOARD CHAIR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARILYN B PAULY TITLE:TREASURER HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PAUL S ALLEN TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JULIE-ELLEN ACOSTA TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TIM BUCKLEY TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KELLY CALLEN TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CURT GRIDLEY TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DALE MALTBIE TITLE:SECRETARY HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELIZABETH H KING TITLE:PRESIDENT AND CEO HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TERRE JOHNSON TITLE:VP OF DEVELOPMENT HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL LAMB TITLE:VP FOR PLANNED GIVING HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATSY J SELBY TITLE:VP OF FINANCE HOURS: