SHAWNEE STATE UNIVERSITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SHAWNEE STATE UNIVERSITY FOUNDATION (EIN 31-1115810)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201133199349308648
- Schema version
- 2010v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T17:00:13-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 West Broad Street | AddressLine1 |
| Address Line2 | Suite 1700 | AddressLine2 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 432153713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311115810 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHAW | NameControl |
| Phone | 7403513284 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 Second Street | AddressLine1 |
| City | Portsmouth | City |
| State | OH | State |
| ZIP Code | 45662 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELINDA BOYLES | Name |
| Title | TREASURER | Title |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144690001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ANDREW BRAUN EXECUTIVE DIRECTOR | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 Second Street | AddressLine1 |
| City | Portsmouth | City |
| State | OH | State |
| ZIP Code | 45662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4987652 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://GIVETO.SHAWNEE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION (SSUDF) WAS CREATED AS A 501(C)(3) ORGANIZATION WITH THE MISSION OF MAKING FRIENDS AND CREATING FUNDS AND SUPPORT FOR SHAWNEE STATE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1324350 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 733782 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 326999 | InvestmentIncomePriorYear |
| Investment Income Current Year | 738110 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -826 | OtherRevenuePriorYear |
| Other Revenue Current Year | 191 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1650523 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1472083 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 725548 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 640765 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 169831 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 176989 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 62424 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 212594 | OtherExpensePriorYear |
| Other Expenses Current Year | 144183 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1107973 | TotalExpensesPriorYear |
| Total Expenses Current Year | 961937 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 542550 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 510146 | RevenuesLessExpensesCY |
| Total Assets BOY | 14671904 | TotalAssetsBOY |
| Total Assets EOY | 16947746 | TotalAssetsEOY |
| Total Liabilities BOY | 564556 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 563954 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14107348 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16383792 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION (SSUDF) WAS CREATED AS A 501(C)(3) ORGANIZATION WITH THE MISSION OF MAKING FRIENDS AND CREATING FUNDS AND SUPPORT FOR SHAWNEE STATE UNIVERSITY. | MissionDescription |
| Significant Change | false | SignificantChange |
| Expense | 652844 | Expense |
| Grants | 640765 | Grants |
| Description | STUDENT FINANCIAL AID IN THE FORM OF ACADEMIC SCHOLARSHIPS AND AWARDS, AND NEED-BASED SCHOLARSHIPS AND LOANS PROVIDED TO STUDENTS HELPS THE INSTITUTION ATTRACT THE BEST STUDENTS AND ALLOW STUDENTS WHO MIGHT OTHERWISE NOT BE AFFORDED A COLLEGE EDUCATION TO ATTEND SHAWNEE STATE UNIVERSITY. ALL SCHOLARSHIP PAYMENTS TOTALING $211,963 WERE PAID TO SHAWNEE STATE UNIVERSITY ON BEHALF OF THE ENROLLED AWARD RECIPIENT STUDENTS FOR PARTIAL PAYMENT OF TUITION, FEES AND/OR OTHER EXPENSES DIRECTLY RELATED TO EDUCATION. THE NUMBER OF UNIQUE SCHOLARSHIP RECIPIENTS DURING FISCAL YEAR 2011 WAS 163. GRANT PAYMENTS TOTALING $19,393 WERE PAID TO FACULTY AND STAFF FOR DIRECT SUPPORT OF RESEARCH AND ACADEMIC PROGRAMMING. THE NUMBER OF FACULTY AND STAFF GRANT RECIPIENTS DURING FISCAL YEAR 2011 WAS 13. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 38901 | Expense |
| Description | DISBURSEMENTS FOR THE BENEFIT OF SHAWNEE STATE UNIVERSITY ACADEMIC PROGRAMS AND ADMINISTRATIVE OPERATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11447 | Expense |
| Description | THE FOUNDATION SUPPORTS DEPARTMENTAL PROGRAMS, FACULTY DEVELOPMENT IN THE FORM OF RESEARCH AND WRITING SUBSIDIES, AND PROVIDES FUNDS FOR VISITING SCHOLARS AND LECTURERS WHICH ARE ALL VITAL TO THE DEVELOPMENT OF THE FACULTY AT SHAWNEE STATE UNIVERSITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 703192 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELINDA BOYLES TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7403513005 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 SECOND STREET | AddressLine1 |
| City | PORTSMOUTH | City |
| State | OH | State |
| ZIP Code | 45662 | 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 | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| ELINDA BOYLES | |||||||
| SSUDF TREASURER | 1 | X | X | 0 | 117922 | 39669 | |
| CYNTHIA JENKINS | |||||||
| SSUDF VICE PRESIDENT | 1 | X | X | 0 | 0 | 0 | |
| JACK MCCOY | |||||||
| SSUDF BOARD MEMBER (PARTIAL YEAR) | 1 | X | 0 | 0 | 0 | ||
| BRUCE MACDONALD | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| JULIA COLL | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 77962 | 24214 | ||
| BOB SMITH | |||||||
| SSUDF SECRETARY | 1 | X | X | 0 | 0 | 0 | |
| MIKE GLOCKNER | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| CONNIE LEMASTER | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| MISSY ANKROM | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| BARRY RODBELL | |||||||
| SSUDF BOARD MEMBER/PRESIDENT | 1 | X | X | 0 | 0 | 0 | |
| DEBRA ESHAM | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| TRACI SCHWAMBURGER | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| SAUNDRA WHEELER | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| ERIC BRAUN | |||||||
| DIRECTOR OF DEVELOPMENT | 40 | X | X | 0 | 84355 | 34533 | |
| MARK MORGAN | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| DAVID LODWICK | |||||||
| SSUDF BOARD MEMBER (PARTIAL YEAR) | 1 | X | 0 | 0 | 0 | ||
| BARBARA LODWICK | |||||||
| SSUDF PRESIDENT/BOARD MEMBER | 1 | X | X | 0 | 0 | 0 | |
| ERIC BLOOMFIELD | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| WILLIAM DAEHLER | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| BRIAN NOBLE | |||||||
| SSUDF BOARD MEMBER | 1 | X | 0 | 0 | 0 | ||
| RITA RICE MORRIS | |||||||
| SHAWNEE STATE UNIVERSITY PRESIDENT | 1 | X | 0 | 199262 | 102718 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 479501 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 201134 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 23305 | FundraisingEvents |
| All Other Contributions | 710477 | AllOtherContributions |
| Noncash Contributions | 783 | NoncashContributions |
| Total Contributions | 733782 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 237790 | TotalRevenueColumn |
| Exclusion | $237,790 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4008798 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3508478 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 500320 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 500320 | TotalRevenueColumn |
| Exclusion | $500,320 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6650 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 23305 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 7091 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -441 | TotalRevenueColumn |
| Exclusion | -$441 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 632 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 632 | TotalRevenueColumn |
| Exclusion | $632 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1472083 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $738,301 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409409 | Total |
| Program Services | 409409 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231356 | Total |
| Program Services | 231356 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120040 | Total |
| Program Services | 26921 | ProgramServices |
| Management And General | 50310 | ManagementAndGeneral |
| Fundraising | 42809 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53589 | Total |
| Program Services | 11228 | ProgramServices |
| Management And General | 23945 | ManagementAndGeneral |
| Fundraising | 18416 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3360 | Total |
| Program Services | 752 | ProgramServices |
| Management And General | 1409 | ManagementAndGeneral |
| Fundraising | 1199 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12900 | Total |
| Management And General | 12900 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107757 | Total |
| Management And General | 107757 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11447 | Total |
| Program Services | 11447 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAD DEBT EXPENSE | Description |
| Total | 12079 | Total |
| Program Services | 12079 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 961937 | Total |
| Program Services | 703192 | ProgramServices |
| Management And General | 196321 | ManagementAndGeneral |
| Fundraising | 62424 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1717968 | BOY |
| EOY | 1977515 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1152807 | BOY |
| EOY | 425659 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10623465 | BOY |
| EOY | 13205361 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1177664 | BOY |
| EOY | 1339211 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14671904 | BOY |
| EOY | 16947746 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7965 | BOY |
| EOY | 3809 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 556591 | BOY |
| EOY | 560145 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 564556 | BOY |
| EOY | 563954 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -565252 | BOY |
| EOY | 156927 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7189937 | BOY |
| EOY | 8472377 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7482663 | BOY |
| EOY | 7754488 | EOY |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14107348 | BOY |
| EOY | 16383792 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14671904 | BOY |
| EOY | 16947746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 510146 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1766298 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2863212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1500463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 642024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1324350 | CurrentTaxYearMinus1Year |
| Current Tax Year | 734414 | CurrentTaxYear |
| Total | 7064463 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2863212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1500463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 642024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1324350 | CurrentTaxYearMinus1Year |
| Current Tax Year | 734414 | CurrentTaxYear |
| Total | 7064463 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 408886 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6655577 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 312153 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 325635 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 255862 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 219114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 237790 | CurrentTaxYear |
| Total | 1350554 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 9745 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6650 | CurrentTaxYear |
| Total | 23454 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8438471 | TotalSupport |
| Public Support Pertcentage170 | 0.78870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80589 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | OTHER INCOME, FORM 990, SCHEDULE A, PART II, SECTION B, LINE 10, 2008 $9,745 2009 $7,059 2010 $6,650 TOTAL OTHER INCOME $23,454, | GeneralExplanation |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Exmpt Function Expenditures | 0 | TotalExmptFunctionExpenditures |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Non Ded Lobby Political Total | 0 | NonDedLobbyPoliticalTotal |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9151385 | BeginningOfYearBalance |
| Contributions | 512143 | Contributions |
| Investment Earnings Or Losses | 2096688 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 45224 | GrantsOrScholarships |
| Other Expenditures | 350403 | OtherExpenditures |
| Administrative Expenses | 72298 | AdministrativeExpenses |
| End Of Year Balance | 11292291 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7976988 | BeginningOfYearBalance |
| Contributions | 673519 | Contributions |
| Investment Earnings Or Losses | 676980 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 176102 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 9151385 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9635088 | BeginningOfYearBalance |
| Contributions | 82562 | Contributions |
| Investment Earnings Or Losses | -1665662 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 75000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 7976988 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22410 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77590 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | 1156011 |
| LIFE INSURANCE CASH SURRENDER | 183200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1339211 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS HELD AND DUE TO OTHERS | $92,707 |
| ANNUITY PAYMENT LIABILITY | $467,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 560145 | TotalOfAmounts |
| Total Revenue | 1472083 | TotalRevenue |
| Total Expenses | 961937 | TotalExpenses |
| Excess Or Deficit For Year | 510146 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1766298 | NetUnrealizedGLOnInvestments |
| Other | $0 | OtherAmount |
| Total Adjustments | 1766298 | TotalAdjustments |
| Excess Or Deficit Per FS | 2276444 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3118545 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1766298 | NetUnrealizedGainsInvestments |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 1766298 | RevenueNotRptdF990 |
| Revenue Subtotal | 1352247 | RevenueSubtotal |
| Investment Expenses Not Included | 107757 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 12079 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 119836 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1472083 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 842101 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 842101 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 107757 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 12079 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 119836 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 961937 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE FOUNDATION HAS A POLICY OF ONLY SPENDING THE EARNINGS, INCLUDING APPRECIATION, OF THE ENDOWMENT FUND. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 401(A) OF THE INTERNAL REVENUE CODE AS A PUBLIC CHARITY DESCRIBED IN SECTION 501(C)(3). GAAP PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX BENEFITS WILL BE RECOGNIZED ONLY IF A TAX POSITION IS MORE-LIKELY-THAN-NOT SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. MANAGEMENT HAS CONCLUDED THAT THEY ARE UNAWARE OF ANY TAX BENEFITS OR LIABILITIES TO BE RECOGNIZED AT JUNE 30, 2011. THE FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE FOUNDATION HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES FOR THE YEAR ENDED JUNE 30, 2011 AND 2010. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2008. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | BAD DEBT EXPENSE - 12079; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XIII, Line 4b | BAD DEBT EXPENSE - 12079; |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENT'S GALA | NameOfEvent1 |
| Gross Receipts Event1 | 29955 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 23305 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6650 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 4322 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 519 | OtherDirectExpensesEvent1 |
| Gross Revenue Event2 | 0 | GrossRevenueEvent2 |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 29955 | GrossReceiptsTotal |
| Charitable Contributions Total | 23305 | CharitableContributionsTotal |
| Gross Revenue Total Events | 6650 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 4322 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2250 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 519 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7091 | DirectExpenseSummaryEvents |
| Net Income Summary | -441 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWNEE STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 SECOND STREET | AddressLine1 |
| City | PORTSMOUTH | City |
| State | OH | State |
| ZIP Code | 45662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 310864917 | EINOfRecipient |
| IRC Section | GOVT. ORG. | IRCSection |
| Amount Of Cash Grant | 409409 | AmountOfCashGrant |
| Purpose Of Grant | INSTITUTION SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS AND OTHER STUDENT AID | 163 | 211963 |
| SSUDF FACULTY & STAFF PROGRAM GRANTS | 13 | 19393 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | GRANT RECIPIENTS ARE REQUIRED TO PROVIDE A FINAL REPORT TO THE GRANTING ORGANIZATION DETAILING THE USE OF ALL GRANT FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELINDA BOYLES | |||||||||||||
| 0 | 116001 | 0 | 0 | 0 | 1921 | 0 | 16408 | 0 | 23261 | 0 | 157591 | 0 | 0 |
| RITA RICE MORRIS | |||||||||||||
| 0 | 175425 | 0 | 0 | 0 | 23837 | 0 | 44057 | 0 | 58661 | 0 | 301980 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | RITA MORRIS = $24,000 |
| NONTAXABLE BENEFITS | SCHEDULE J, PART II, COLUMN D | NONTAXABLE BENEFITS INCLUDE THE ESTIMATED RENTAL VALUE OF HOUSING PROVIDED BY THE UNIVERSITY TO THE PRESIDENT PURSUANT TO IRC SECTION 119. PER CONTRACT, THE PRESIDENT IS REQUIRED TO LIVE IN THIS RESIDENCE. IN ADDITION, THE AMOUNT REPORTED ALSO INCLUDES NONTAXABLE HEALTH INSURANCE, LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE, AND CAFETERIA PLANS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMPENSATION ARRANGEMENT | FORM 990, PART I, LINE 5 AND PART V, LINE 2 | EMPLOYEES ARE PAID BY SHAWNEE STATE UNIVERSITY EIN 31-0864917, A RELATED ORGANIZATION OF SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION. THE FOUNDATION REIMBURSED THE UNIVERSITY $176,989 FOR SALARIES AND BENEFITS OF FOUR INDIVIDUALS FOR FISCAL YEAR 2011. THE UNIVERSITY FILES ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS ON BEHALF OF THE ORGANIZATION. THE TOTAL NUMBER OF EMPLOYEES REPORTED ON FORM W-3 AND FILED BY THE RELATED ORGANIZATION, SHAWNEE STATE UNIVERSITY, FOR THE CALENDAR YEAR 2010 WAS 1,529. OF WHICH FOUR ARE EMPLOYEES OF SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION. |
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | DAVID LODWICK AND BARBARA LODWICK - FAMILY RELATIONSHIP |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | THE SOLE MEMBER OF THE FOUNDATION SHALL BE THE BOARD OF TRUSTEES OF SHAWNEE STATE UNIVERSITY. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | PURSUANT TO THE CODE OF REGULATIONS, THE PRESIDENT OF SHAWNEE STATE UNIVERSITY AND THE CHAIRMAN OF THE BOARD OF TRUSTEES OF SHAWNEE STATE UNIVERSITY (OR DESIGNEE) SHALL BE MEMBERS OF THE FOUNDATION BOARD OF TRUSTEES SO LONG AS THEY OCCUPY THEIR OFFICES. ADDITIONALLY, THE BOARD OF TRUSTEES OF SHAWNEE STATE UNIVERSITY SHALL APPOINT ONE OF ITS MEMBERS AS ITS FURTHER REPRESENTATIVE ON THE FOUNDATION BOARD OF TRUSTEES. THE FACULTY OF THE UNIVERSITY SHALL APPOINT ONE OF ITS MEMBERS AS ITS REPRESENTATIVE ON THE FOUNDATION BOARD OF TRUSTEES. AN ALUMNI REPRESENTATIVE SHALL ALSO BE APPOINTED TO SERVE THE BOARD. THE FIFTEEN ADDITIONAL FOUNDATION TRUSTEES SHALL BE ELECTED BY THE BOARD OF TRUSTEES OF THE UNIVERSITY FROM THE COMMUNITY-AT-LARGE. AT-LARGE IN-TERM VACANCIES ON THE FOUNDATION BOARD OF TRUSTEES SHALL BE FILLED BY THE UNIVERSITY BOARD OF TRUSTEES FOLLOWING THE OCCURENCE OF A VACANCY. REPLACEMENT OF OTHER TRUSTEES SHALL BE APPOINTED FROM THE CONSTITUENCIES OF THE TRUSTEES THEY REPLACE. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | OPERATING PROCEDURES OF THE SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION ARE CONTAINED IN THE STATEMENT OF OPERATIONS AND THE GUIDELINES FOR FUNDING. THESE POLICIES WILL BE DEVELOPED BY THE UNIVERSITY ADMINISTRATION FOR APPROVAL BY THE BOARD OF TRUSTEES OF SHAWNEE STATE UNIVERSITY AND CAN BE AMENDED, AS WELL, BY THAT PROCESS. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | ALL 990 INFORMATION HAS BEEN SHARED WITH THE GOVERNING BOARDS WITH THE EXCEPTION OF THE DONOR IDENTIFICATION ON SCHEDULE B, PART I. A SECURE SITE WILL BE DEVELOPED FOR THE FULL DISTRIBUTION OF ALL FUTURE 990 REPORTS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | THE CONFLICT OF INTEREST POLICY APPLIES TO EACH MEMBER OF THE BOARD OF TRUSTEES AND TO ALL OFFICERS OF THE SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION. IT IS INTENDED TO SERVE AS GUIDANCE FOR ALL PERSONS EMPLOYED BY THE SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION IN POSITIONS OF SIGNIFICANT RESPONSIBILITY FOR THE ACTIVITIES OF THE FOUNDATION. MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND EMPLOYEES OF THE FOUNDATION SERVE THE PUBLIC TRUST AND HAVE A CLEAR OBLIGATION TO FULFILL THEIR RESPONSIBILITIES IN A MANNER CONSISTENT WITH THAT SERVICE. ALL DECISIONS OF THE BOARD AND OFFICERS ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTEREST OF THE FOUNDATION AND SHAWNEE STATE UNIVERSITY. THE INTEGRITY OF THE FOUNDATION AND SHAWNEE STATE UNIVERSITY MUST BE PROTECTED AND ADVANCED AT ALL TIMES. DEVELOPMENT FOUNDATION MEMBERS AND EMPLOYEES INEVITABLY ARE INVOLVED IN THE AFFAIRS OF OTHER INSTITUTIONS AND ORGANIZATIONS. EACH DIRECTOR, OFFICER, AND EMPLOYEE IS RESPONSIBLE FOR ENSURING THAT THE BOARD IS MADE AWARE OF SITUATIONS THAT INVOLVE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS THAT MAY BE A CONFLICT OF INTEREST OR CREATE AN APPEARANCE OF A CONFLICT FOR THE FOUNDATION OR SHAWNEE STATE UNIVERSITY. THUS, THE BOARD REQUIRES EACH TRUSTEE AND OFFICER ANNUALLY (1) TO REVIEW THIS POLICY; (2) TO DISCLOSE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST INVOLVING THE FOUNDATION OR SHAWNEE STATE UNIVERSITY; AND (3) TO ACKNOWLEDGE BY HIS OR HER SIGNATURE THAT HE OR SHE IS IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THIS POLICY. ALL TRUSTEES AND OFFICERS SHOULD DISCLOSE ONLY THOSE SUBSTANTIVE RELATIONSHIPS THAT THEY MAINTAIN (OR MEMBERS OF THEIR FAMILY MAINTAIN) WITH ORGANIZATIONS THAT DO BUSINESS WITH THE UNIVERSITY, SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION, OR ANY RELATED OR AFFILIATED ORGANIZATION, OR WHICH OTHERWISE COULD BE CONSTRUED TO AFFECT POTENTIALLY THEIR INDEPENDENT, UN-BIASED JUDGMENT IN LIGHT OF THEIR DECISION-MAKING AUTHORITY OR RESPONSIBILITY. ANY UNCERTAINTIES AS TO THE APPROPRIATENESS OF LISTING A PARTICULAR RELATIONSHIP MAY BE RESOLVED BY CONSULTATION WITH THE CHAIR OF THE FOUNDATION, WHO IN TURN MAY CONSULT WITH SHAWNEE STATE UNIVERSITY GENERAL COUNSEL, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, OR THE CHAIRMAN OF THE BOARD OF TRUSTEES IN EXECUTIVE SESSION. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE ORGANIZATION USES A PROCESS FOR DETERMINING COMPENSATION OF THE DIRECTOR WHICH INCLUDES CONSULTATIONS WITH AN INDEPENDENT COMPENSATION ADVISOR; REVIEW, AND APPROVAL BY THE GOVERNING BODY; AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | ALL DOCUMENTS ARE AVAILABLE BY REQUEST. |
| PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS/KEY EMPLOYEES | FORM 990, PART VI, SECTION B, LINE 15B | THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES; THEREFORE, THIS LINE HAS BEEN ANSWERED NO IN ACCORDANCE WITH THE FORM INSTRUCTIONS. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 1766298; |
| Change of oversight process or selection process | Form 990, Part XII, Line 2c | THE FINANCE COMMITTEE HAS HISTORICALLY ASSUMED RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, AND/OR COMPILATION OF ITS FINANCIAL STATEMENTS. DURING FISCAL YEAR 2011 THIS PRACTICE WAS CODIFIED THROUGH ADOPTION OF WRITTEN POLICY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWNEE STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 SECOND STREET | AddressLine1 |
| City | PORTSMOUTH | City |
| State | OH | State |
| ZIP Code | 45662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310864917 | EIN |
| Primary Activities | HIGHER ED | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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