UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN PARKSIDE FOUNDATION INC (EIN 39-1522072)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201143139349302474
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T14:52:47-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTON GUNDERSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1347 | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 534011347 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391522072 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN PARKSIDE | BusinessNameLine1 |
| Business Name Line2 | BENEVOLENT FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 2625952345 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2000 | AddressLine1 |
| City | KENOSHA | City |
| State | WI | State |
| ZIP Code | 53141 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTIAN A LIE | Name |
| Title | PRESIDENT | Title |
| Phone | 2625952345 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN D KARLS CPA | Name |
| Phone | 2626379351 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTIAN A LIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2000 | AddressLine1 |
| City | KENOSHA | City |
| State | WI | State |
| ZIP Code | 53141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3632622 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SCHOLARSHIPS/GRANTS/AWARDS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 444773 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 551536 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 128723 | InvestmentIncomePriorYear |
| Investment Income Current Year | 332807 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -4469 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2124 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 569027 | TotalRevenuePriorYear |
| Total Revenue Current Year | 886467 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 221677 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 233942 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 55251 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3346316 | OtherExpensePriorYear |
| Other Expenses Current Year | 563048 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3567993 | TotalExpensesPriorYear |
| Total Expenses Current Year | 796990 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2998966 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 89477 | RevenuesLessExpensesCY |
| Total Assets BOY | 3790116 | TotalAssetsBOY |
| Total Assets EOY | 3875457 | TotalAssetsEOY |
| Total Liabilities BOY | 269442 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 312563 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3520674 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3562894 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE SCHOLARSHIPS/GRANTS/AWARDS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 683028 | Expense |
| Grants | 233942 | Grants |
| Description | TO COLLECT AND RECEIVE GIFTS AND BEQUESTS, AND TO HOLD, ADMINISTER, USE OR DISTRIBUTE THESE GIFTS AND BEQUESTS FOR THE BENEFIT OF UW-PARKSIDE AND ITS STUDENTS IN THE ADVANCEMENT OF THE UNIVERSITY'S SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. | Description |
| Total Program Service Expense | 683028 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE JAMESON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2625952006 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2000 | AddressLine1 |
| City | KENOSHA | City |
| State | WI | State |
| ZIP Code | 53141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| HOWARD OLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOAN WILK | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JOANN DREWEK MURTHA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY MEIER | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| ROGER CARON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT TOEPPE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETER BARCA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RAYMOND J CAMOSY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELYNOR CHEMEROW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NEIL F GUTTORMSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL HAUBRICH | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JOHN KNUTESON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL PHEGLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY MAHONE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH FORD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARA NEUBAUER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RITA PETRETTI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VINCENT RUFFOLO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES D SPIELMANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGE STINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARMELO TENUTA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTIAN A LIE | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| WILLIAM ALTHAUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY GROENKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT LARSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 43183 | FundraisingEvents |
| All Other Contributions | 508353 | AllOtherContributions |
| Total Contributions | 551536 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99138 | TotalRevenueColumn |
| Exclusion | $99,138 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2956586 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2722917 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 233669 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 233669 | TotalRevenueColumn |
| Exclusion | $233,669 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 23044 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 43183 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23238 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -194 | TotalRevenueColumn |
| Exclusion | -$194 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2318 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2318 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2318 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 886467 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2318 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $332,613 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233942 | Total |
| Program Services | 233942 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16600 | Total |
| Management And General | 16600 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60613 | Total |
| Management And General | 31853 | ManagementAndGeneral |
| Fundraising | 28760 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1762 | Total |
| Management And General | 1762 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6405 | Total |
| Program Services | 6405 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1902 | Total |
| Management And General | 1902 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| CAMPUS IMPROVEMENTS | 402925 | 402925 | |
| BANK FEES AND RELATED C | 22931 | 22931 | |
| DEVELOPMENT EXPENSE | 15409 | 15409 | |
| SPECIAL EVENTS | 11082 | 11082 | |
| BAD DEBTS | 9250 | 9250 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14169 | Total |
| Program Services | 7575 | ProgramServices |
| Management And General | 6594 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 796990 | Total |
| Program Services | 683028 | ProgramServices |
| Management And General | 58711 | ManagementAndGeneral |
| Fundraising | 55251 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99139 | BOY |
| EOY | 153774 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573972 | BOY |
| EOY | 579905 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5700 | BOY |
| EOY | 5700 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3064653 | BOY |
| EOY | 3086166 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46652 | BOY |
| EOY | 49912 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3790116 | BOY |
| EOY | 3875457 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129064 | BOY |
| EOY | 172185 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140378 | BOY |
| EOY | 140378 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269442 | BOY |
| EOY | 312563 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -198285 | BOY |
| EOY | -112932 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1921313 | BOY |
| EOY | 1800832 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1797646 | BOY |
| EOY | 1874994 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3520674 | BOY |
| EOY | 3562894 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3790116 | BOY |
| EOY | 3875457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 89477 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -47257 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4160460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 960098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 175493 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 444773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 551536 | CurrentTaxYear |
| Total | 6292360 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4160460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 960098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 175493 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 444773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 551536 | CurrentTaxYear |
| Total | 6292360 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6292360 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 202971 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 249117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 159116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 99884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99138 | CurrentTaxYear |
| Total | 810226 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7102586 | TotalSupport |
| Public Support Pertcentage170 | 0.88590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87380 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1992310 | BeginningOfYearBalance |
| Contributions | 77348 | Contributions |
| Investment Earnings Or Losses | 183218 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 59677 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2193199 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1877968 | BeginningOfYearBalance |
| Contributions | 35065 | Contributions |
| Investment Earnings Or Losses | 222551 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 143274 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1992310 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1730220 | BeginningOfYearBalance |
| Contributions | 64216 | Contributions |
| Investment Earnings Or Losses | 243666 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 160134 | GrantsOrScholarships |
| End Of Year Balance | 1877968 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85490 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14510 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 886467 | TotalRevenue |
| Total Expenses | 796990 | TotalExpenses |
| Excess Or Deficit For Year | 89477 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -47257 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -47257 | TotalAdjustments |
| Excess Or Deficit Per FS | 42220 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 862448 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -47257 | NetUnrealizedGainsInvestments |
| Other Revenues | 23238 | OtherRevenues |
| Revenue Not Rptd F990 | -24019 | RevenueNotRptdF990 |
| Revenue Subtotal | 886467 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 886467 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 820228 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 23238 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 23238 | ExpensesNotRptdF990 |
| Expenses Subtotal | 796990 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 796990 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS PROVIDED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION, HAVING QUALIFIED FOR EXEMPTION UNDER PROVISIONS OF THE INTERNAL REVENUE CODE, IS ALSO EXEMPT FROM STATE INCOME TAXES. THE FOUNDATION ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009. THE FOUNDATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS A RESULT OF IMPLEMENTING THE NEW REQUIREMENTS. THE FEDERAL TAX RETURNS OF THE FOUNDATION FOR 2007, 2008, 2009 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 23,238. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 23,238. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ITALIAN CELEBRATION | NameOfEvent1 |
| Gross Receipts Event1 | 51541 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 38068 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 13473 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 42 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 14950 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 7566 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 400 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7166 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 7120 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 4715 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 2405 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 8246 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 66227 | GrossReceiptsTotal |
| Charitable Contributions Total | 43183 | CharitableContributionsTotal |
| Gross Revenue Total Events | 23044 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 42 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 23196 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23238 | DirectExpenseSummaryEvents |
| Net Income Summary | -194 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 116 | NumberOfRecipients |
| Amount Of Cash Grant | 233942 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE USED FOR SCHOLARSHIPS TO PAY FOR THE STUDENTS' TUITION, BOOKS AND OTHER RELATED EXPENSES INCIDENT TO ENROLLMENT. THE STUDENT'S ENROLLMENT STATUS IS MONITORED BY UNIVERSITY SYSTEMS AND PERSONNEL. IF THE STUDENT CANCELS ENROLLMENT BEFORE THE APPLICATION TERM STARTS, THE GRANT IS RESCINDED. FUNDING CHANGES REGARDING CANCELLATION DURING A TERM ARE DETERMINED BY THE CANCELLATION DATE AND THE GRANT SPECIFICATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION. (ARTICLE IX OF THE BYLAWS). THE EXECUTIVE AND THE FINANCE COMMITTEES REVIEW AND APPROVE THE FORM AND REPORT THAT APPROVAL TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. | |
| THE BOARD PRESIDENT REVIEWS THE FORM PERIODICALLY WITH THE EXECUTIVE COMMITTEE AND THEN COLLECTS THE FORM ANNUALLY FROM EACH BOARD DIRECTOR. | FORM 990, PART VI, SECTION B, LINE 12C | |
| UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -47,257. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XI, LINE 2C |
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