FOUNDRY EDUCATIONAL FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FOUNDRY EDUCATIONAL FOUNDATION (EIN 34-0714666)
Tax period
2011-05-01 to 2012-04-30
Filed
2012-12-07
IRS object ID
201213429349300401
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-12-07T06:32:26-08:00Timestamp
Tax Period End Date2012-04-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Costabile & Steffens PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11805 Hicks RdAddressLine1
CityRolling MeadowsCity
StateILState
ZIP Code60008ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN340714666EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FOUNDRY EDUCATIONAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFOUNNameControl
Phone8474909200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11695 N PENNY LANEAddressLine1
CitySCHAUMBURGCity
StateILState
ZIP Code60173ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWilliam W SorensenName
TitleExecutive DirectorTitle
Date Signed2012-12-06DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFrank J CostabileName
Phone8477763700Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts5581742GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.fefinc.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1947YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionFOUNDRY EDUCATIONAL FOUNDATION STRENGHTENS THE METAL CASTING INDUSTRY BY SUPPORTING UNIQUE PARTNERSHIPS AMONG STUDENTS, EDUCATORS, AND INDUSTRY, HELPING TODAY'S STUDENTS BECOME TOMORROW'S LEADERS.ActivityOrMissionDescription
Nbr Voting Members Governing Body37NbrVotingMembersGoverningBody
Nbr Independent Voting Members37NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers48TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year448030ContributionsGrantsPriorYear
Contributions Grants Current Year446049ContributionsGrantsCurrentYear
Program Service Revenue Prior Year96608ProgramServiceRevenuePriorYear
Program Service Revenue CY132965ProgramServiceRevenueCY
Investment Income Prior Year211752InvestmentIncomePriorYear
Investment Income Current Year189270InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year756390TotalRevenuePriorYear
Total Revenue Current Year768284TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year315720GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY370991GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year268714SalariesEtcPriorYear
Salaries Etc Current Year280186SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year117645TotalFundrsngExpCurrentYear
Other Expense Prior Year383348OtherExpensePriorYear
Other Expenses Current Year270990OtherExpensesCurrentYear
Total Expenses Prior Year967782TotalExpensesPriorYear
Total Expenses Current Year922167TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-211392RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-153883RevenuesLessExpensesCY
Total Assets BOY7618654TotalAssetsBOY
Total Assets EOY7429468TotalAssetsEOY
Total Liabilities BOY1066059TotalLiabilitiesBOY
Total Liabilities EOY1098183TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6552595NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6331285NetAssetsOrFundBalancesEOY
Mission DescriptionFOUNDRY EDUCATIONAL FOUNDATION STRENGHTENS THE METAL CASTING INDUSTRY BY SUPPORTING UNIQUE PARTNERSHIPS AMONG STUDENTS, EDUCATORS, AND INDUSTRY, HELPING TODAY'S STUDENTS BECOME TOMORROW'S LEADERS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense589109Expense
DescriptionSCHOLARSHIPS AND DISCRETIONARY SCHOOL FUNDS - ADVANCE THE EDUCATION OF PEOPLE IN THE CAST METALS FIELD.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense96174Expense
DescriptionCOLLEGE INDUSTRY CONFERENCE - AN EVENT HELD FOR TOP STUDENTS AND KEY PROFESSORS IN THE METAL CASTING FIELD TO LEARN MORE ABOUT THE VARIOUS OPPORTUNITIES IN THE INDUSTRY AND TO PROVIDE CONNECTIONS TO LEADERS IN THE INDUSTRY AND JOB OPPORTUNITIES.Description
FieldValueIRS element (for citing)
Total Program Service Expense685283TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10963NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees3NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members37NbrVotingGoverningBodyMembers
Number Independent Voting Members37NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonBill SorensenNamePerson
Telephone Number8474909200TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11695 N Penny LaneAddressLine1
CitySchaumburgCity
StateILState
ZIP Code60173ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (42 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficer
BODIE D COOPER
Director1.00000
SANDY CALABRESE
Director1.00000
ERICK NELSON
Director1.00000
EUGENE C MURATORE
Director1.00000
EDWARD KACZMAREK
Director1.00000
RICK L JAMES
Director1.00000
DOUGLAS S IMRIE
Director1.00000
PETE GUIDI
Director1.00000
DON CRAIG
Director1.00000
BARRY CRAIG
Director1.00000
MATT WOSOBA
Director1.00000X
JOSHUA WITTENBURG
Director1.00000X
DOUG TRINKOWSKI
Director1.00000X
MATT SULLIVAN
Director1.00000X
LAURA STOHMAYER
Director1.00000X
ROBERT STEELE
Director1.00000X
KAI SPANDE
Director1.00000X
ROBERT SMILLIE
Director1.00000X
Mark May
Director1.00000X
Maureen P Lynn
Director1.00000X
Lee L Lewis
Director1.00000X
DAVID SHOUSE
Director1.00000X
George Kokos
Director1.00000X
STEVE SHAFFER
Director1.00000X
MARTIN PUTNIK
Director1.00000X
Andrew L Iannettoni
Director1.00000X
THOMAS DEMPSEY
Director1.00000X
Kathy L Hayrynen
Vice President1.00000X
ERIC MEYERS
Director1.00000X
John L Grahek
Director1.00000X
Patricio Gil
Director1.00000X
JOEY LEONARD
Director1.00000X
James M Frost
Vice President1.00000X
CRYSTALYN HVAL
Director1.00000X
Joseph Costabile
Secretary1.00000X
Thomas A Cobett
President1.00000X
Robert Brooks
Director1.00000X
GLENN BYCZYNSKI
Director1.00000X
Paul Barker
Director1.00000X
KELEY KERNS
Director1.00000X
TOM ARMSTRONG
Director1.00000X
William W Sorensen
Executive Direc35.0014128700X
FieldValueIRS element (for citing)
Total Reportable Comp From Org141287TotalReportableCompFromOrg
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions446049AllOtherContributions
Total Contributions446049TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionCOLLEGE INDUSTRY CONF.Description
Business Code611710BusinessCode
Total Revenue Column132965TotalRevenueColumn
Related Or Exempt Function Income132965RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue132965TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column168480TotalRevenueColumn
Exclusion$168,480ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4834248Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities4813458Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities20790Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column20790TotalRevenueColumn
Exclusion$20,790ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column768284TotalRevenueColumn
Related Or Exempt Function Income132965RelatedOrExemptFunctionIncome
Exclusion$189,270ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total92811Total
Program Services92811ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total278180Total
Program Services278180ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total141287Total
Program Services70644ProgramServices
Management And General14129ManagementAndGeneral
Fundraising56514Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total62092Total
Program Services42520ProgramServices
Management And General15523ManagementAndGeneral
Fundraising4049Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total19897Total
Program Services11071ProgramServices
Management And General2901ManagementAndGeneral
Fundraising5925Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total41799Total
Program Services23257ProgramServices
Management And General6094ManagementAndGeneral
Fundraising12448Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total15111Total
Program Services8408ProgramServices
Management And General2203ManagementAndGeneral
Fundraising4500Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total163Total
Program Services36ProgramServices
Management And General74ManagementAndGeneral
Fundraising53Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total11195Total
Program Services2441ProgramServices
Management And General5094ManagementAndGeneral
Fundraising3660Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total45758Total
Management And General45758ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3024Total
Program Services658ProgramServices
Management And General1377ManagementAndGeneral
Fundraising989Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total5544Total
Program Services3860ProgramServices
Management And General83ManagementAndGeneral
Fundraising1601Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total13440Total
Program Services3737ProgramServices
Management And General5966ManagementAndGeneral
Fundraising3737Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total32090Total
Program Services27404ProgramServices
Management And General2544ManagementAndGeneral
Fundraising2142Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total96174Total
Program Services96174ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1261Total
Management And General1261ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1267Total
Program Services26ProgramServices
Management And General1216ManagementAndGeneral
Fundraising25Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
TELEPHONE3463127210331158
REPAIRS AND MAINTENANCE16407364444408323
Printing and Publications17895466742239005
Postage and Shipping8328342617333169
PLEDGE WRITE-OFFS1030010300

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total4681Total
Program Services747ProgramServices
Management And General3587ManagementAndGeneral
Fundraising347Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total922167Total
Program Services685283ProgramServices
Management And General119239ManagementAndGeneral
Fundraising117645Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY13039BOY
EOY1476EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY365BOY
EOY12908EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY571496BOY
EOY242079EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7750BOY
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis23922LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec21662LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2170BOY
EOY2260EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY7023834BOY
EOY7170745EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7618654BOY
EOY7429468EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY18501BOY
EOY16665EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1047558BOY
EOY1081518EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1066059BOY
EOY1098183EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY213955BOY
EOY36052EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY943131BOY
EOY871222EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5395509BOY
EOY5424011EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6552595BOY
EOY6331285EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7618654BOY
EOY7429468EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-153883ReconcilationRevenueExpenses
Reconcilation Other Changes-67427ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2091660CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1753054CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1069256CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year448030CurrentTaxYearMinus1Year
Current Tax Year446049CurrentTaxYear
Total5808049Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years90855CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years95175CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years66610CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year96608CurrentTaxYearMinus1Year
Current Tax Year132965CurrentTaxYear
Total482213Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Total0Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

FieldValueIRS element (for citing)
Total0Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

FieldValueIRS element (for citing)
Total0Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2182515CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1848229CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1135866CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year544638CurrentTaxYearMinus1Year
Current Tax Year579014CurrentTaxYear
Total6290262Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years126901CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years54895CurrentTaxYearMinus3Years
Total181796Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years126901CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years54895CurrentTaxYearMinus3Years
Total181796Total
FieldValueIRS element (for citing)
Public Support Total5096108466PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years153116CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years140556CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years133976CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year145345CurrentTaxYearMinus1Year
Current Tax Year168480CurrentTaxYear
Total741473Total

Post1975 UBTI Post1975UBTI

FieldValueIRS element (for citing)
Total0Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years153116CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years140556CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years133976CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year145345CurrentTaxYearMinus1Year
Current Tax Year168480CurrentTaxYear
Total741473Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Total0Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Total0Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2335631CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1988785CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1269842CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year689983CurrentTaxYearMinus1Year
Current Tax Year747494CurrentTaxYear
Total7031735Total
FieldValueIRS element (for citing)
Public Support Percentage5090.86870PublicSupportPercentage509
Prior Year Support Percentage0.87060PriorYearSupportPercentage
Investment Income Percentage0.10540InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.10360PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held12NumberDAFsHeld
Number Funds Held66NumberFundsHeld
Donor Advised Contributions54848DonorAdvisedContributions
Contrib To Funds And Other Accounts208010ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds25550GrantsPaidFromDonorFunds
Grants Funds And Other Accounts102200GrantsFundsAndOtherAccounts
Aggregate DAF Value726063AggregateDAFValue
Aggregate Fund Value3558171AggregateFundValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance6338640BeginningOfYearBalance
Contributions130315Contributions
Investment Earnings Or Losses165851InvestmentEarningsOrLosses
Grants Or Scholarships222556GrantsOrScholarships
Other Expenditures117017OtherExpenditures
End Of Year Balance6295233EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance6443134BeginningOfYearBalance
Contributions139649Contributions
Investment Earnings Or Losses126524InvestmentEarningsOrLosses
Grants Or Scholarships253807GrantsOrScholarships
Other Expenditures116860OtherExpenditures
End Of Year Balance6338640EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance5862386BeginningOfYearBalance
Contributions793902Contributions
Investment Earnings Or Losses268355InvestmentEarningsOrLosses
Grants Or Scholarships269649GrantsOrScholarships
Other Expenditures211860OtherExpenditures
End Of Year Balance6443134EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.86200PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.13800TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis23922OtherCostOrOtherBasis
Depreciation21662Depreciation
Book Value2260BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2260TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionFUNDS HELD ON BEHALF OF OTHERSDescription
Amount$1,081,518Amount
FieldValueIRS element (for citing)
Total Of Amounts1081518TotalOfAmounts
Total Revenue768284TotalRevenue
Total Expenses922167TotalExpenses
Excess Or Deficit For Year-153883ExcessOrDeficitForYear
Net Unrealized GL On Investments-67427NetUnrealizedGLOnInvestments
Total Adjustments-67427TotalAdjustments
Excess Or Deficit Per FS-221310ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt655099TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-67427NetUnrealizedGainsInvestments
Other Revenues-45758OtherRevenues
Revenue Not Rptd F990-113185RevenueNotRptdF990
Revenue Subtotal768284RevenueSubtotal
Total Revenue Per Form990768284TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt876409TotExpensesEtcAuditedFinclStmt
Other Expenses Included-45758OtherExpensesIncluded
Expenses Not Rptd F990-45758ExpensesNotRptdF990
Expenses Subtotal922167ExpensesSubtotal
Total Expenses Per Form990922167TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XPart X : FIN48 FootnoteThe Organization is exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code. In addition, the Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Internal Revenue Code Section 509(a)(2). In May, 2009, the Organization adopted the provisions of ASC Topic 740-10-25, "Income Taxes Recognition". ASC Topic 740-10-25 had no impact on the Organization's financial statements. The Organization does not believe its financial statements include any uncertain tax positions.
Part V, Line 4Part V, Line 4: Intended uses of the endowment fund.Endowment funds have been established for a variety of purposes, primarily providing scholarship awards, programs and operations.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
UNIV OF WISCONSIN- MILWAUKEE
3200 N CRAMER ST EMS BLDGMILWAUKEEWI5321139180596351940DISCRETIONARY FUNDS
Univ of Wisconsin - Platteville
1 University PlazaPlattevilleWI53818391805963138610Discretionary Funds
PENNSYLVANIA STATE UNIVERSITY
112 SHIELDS BUILDINGUNIVERISTY PARKPA19001246000376100000DISCRETIONARY FUNDS
MICHIAGAN TECH
1400 TOWNSEND DR 512 MMHOUGHTONMI49931386005955111500DISCRETIONARY FUNDS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants0TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantGEORGIA MEYER - SCHOLARSHIPTypeOfGrant
Number Of Recipients1NumberOfRecipients
Amount Of Cash Grant5000AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationProcedures for monitoring the use of grant funds: scholarships are paid directly to students and do not require further monitoring. Costs paid with discretionary school funds are either paid upon receipt of invoice, purchase order or other acceptable supporting documentation, or they are charged to a credit card provided by the Organization. Credit card purchases are monitored by the Executive Director. Charges for randomly selected schools are reviewed each month; every school is reviewed at least one per year. If the Executive Director determines that a cost is questionable, he requests support from the professor.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe Organization's bylaws are available on its website and upon request.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe board members are required to review and sign a conflict of interest policy on an annual basis. The executive director reviews the signed statements to ensure that they have been properly signed by the board members. If a board member discovers they have a conflict of interest, they abstain from voting on the related issue.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessThe executive committee and executive director review and approve of Form 990 before it is signed and filed by the executive director.

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