EMPORIA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EMPORIA STATE UNIVERSITY FOUNDATION (EIN 48-6088461)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202631359349312258
- Schema version
- 2024v5.1
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:41:56+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Street Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486088461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPORIA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMPO | BusinessNameControlTxt |
| Phone | 6203415440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND STREET | AddressLine1Txt |
| City | EMPORIA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON DRUMMOND | PersonNm |
| Person Title | CEO/PRESIDENT | PersonTitleTxt |
| Phone | 6203415440 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON DRUMMOND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND STREET | AddressLine1Txt |
| City | EMPORIA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,838,477 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EMPORIA.EDU/FOUNDATION-GIVING/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | INSPIRING PHILANTHROPY TO CHANGE LIVES AT EMPORIA STATE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $69,277 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,957,548 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,228,195 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,929,653 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,957,957 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,027,003 | PYOtherRevenueAmt |
| CY Other Revenue | $3,072,056 | CYOtherRevenueAmt |
| PY Total Revenue | $14,914,204 | PYTotalRevenueAmt |
| CY Total Revenue | $19,258,208 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,569,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,567,883 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,360,332 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,416,351 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $31,623 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $30,506 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,504,236 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,273,458 | PYOtherExpensesAmt |
| CY Other Expenses | $1,244,840 | CYOtherExpensesAmt |
| PY Total Expenses | $11,235,323 | PYTotalExpensesAmt |
| CY Total Expenses | $27,259,580 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,678,881 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,001,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $159,783,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,643,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,949,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,148,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $157,833,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $151,495,038 | NetAssetsOrFundBalancesEOYAmt |
| Mission | RAISING AND MANAGING PHILANTHROPIC RESOURCES TO ADVANCE THE MISSION OF EMPORIA STATE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,567,883 | ExpenseAmt |
| Grant | $23,567,883 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS, GRANTS AND PAYMENTS TO EMPORIA STATE UNIVERSITY FOR GROWTH AND DEVELOPMENT OF CAMPUS AND ACADEMIC ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $241,951 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | VARIOUS RELATED EXPENSES INCURRED IN THE OPERATION OF THE FOUNDATION PROGRAM TO PROVIDE SCHOLARSHIPS AND PROMOTE THE GROWTH OF EMPORIA STATE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,809,834 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICOLE MOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6203415440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLAND ST | AddressLine1Txt |
| City | EMPORIA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DENISE KRUSE | |||||||||
| EXECUTIVE MEMBER, 2ND VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG KOSSOVER | |||||||||
| EXECUTIVE MEMBER, VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JASON FANNING | |||||||||
| EXECUTIVE MEMBER, CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AARON BAUCK | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALEX MCDANIEL | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANGEL ZIMMERMAN | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA WATSON | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| COLLEEN MITCHELL | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREG EK | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KUDLACEK | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA HURT | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL GONZALES | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROB GILLIGAN | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROSS BJORK | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WALTER BROWN | |||||||||
| EXECUTIVE MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHELSEA WILTZ | |||||||||
| CORPORATE SECRETARY | 40.0 | 0.0 | Yes (X) | $50,677 | $0 | $23,579 | |||
| GARY ALLERHEILIGEN | |||||||||
| INTERIM FOUNDATION PRESIDENT | 40.0 | 0.0 | Yes (X) | $103,000 | $0 | $0 | |||
| JASON DRUMMOND | |||||||||
| FOUNDATION PRESIDENT | 45.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER SAUDER | |||||||||
| CFO/CORPORATE TREASURER | 40.0 | 0.0 | Yes (X) | $184,088 | $0 | $31,246 | |||
| BETHANY TEGTMEIER | |||||||||
| VP OF DEVELOPMENT | 40.0 | 0.0 | $128,504 | $0 | $33,491 | Yes (X) | |||
| JENNIFER DENTON | |||||||||
| VP OF ALUMNI & STEWARDSHIP | 40.0 | 0.0 | $139,832 | $0 | $40,989 | Yes (X) | |||
| SHANE SHIVLEY | |||||||||
| FOUNDATION PRESIDENT | 0.0 | 0.0 | $163,682 | $0 | $32,737 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $769,783 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,042 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EVERTRUE INC | |||||
| PO BOX 844788 | BOSTON | MA | 02284 | DONOR MANANGEMENT | $143,021 |
| MERCER INVESTMENT CONSULTING INC | |||||
| 21875 NETWORK PL | CHICAGO | IL | 606731218 | INVESTMENT SERVICES | $127,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,228,195 | AllOtherContributionsAmt |
| Noncash Contributions | $293,686 | NoncashContributionsAmt |
| Total Contributions | $6,228,195 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,694,364 | TotalRevenueColumnAmt |
| Exclusion | $2,694,364 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,569 | TotalRevenueColumnAmt |
| Exclusion | $19,569 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,000 | TotalRevenueColumnAmt |
| Exclusion | $6,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,843,862 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,580,269 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,263,593 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,263,593 | TotalRevenueColumnAmt |
| Exclusion | $7,263,593 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 900099 | $3,016,185 | $69,277 | $2,946,908 |
| OTHER INCOME | 900099 | $23,963 | $23,963 | |
| BAD DEBT RECOVERY | 900099 | $6,339 | $6,339 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,046,487 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,258,208 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $69,277 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,960,736 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,931,306 | TotalAmt |
| Program Services | $11,931,306 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,636,577 | TotalAmt |
| Program Services | $11,636,577 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,730 | TotalAmt |
| Program Services | $70,649 | ProgramServicesAmt |
| Management And General | $344,461 | ManagementAndGeneralAmt |
| Fundraising | $32,620 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,499,957 | TotalAmt |
| Program Services | $69,281 | ProgramServicesAmt |
| Management And General | $529,992 | ManagementAndGeneralAmt |
| Fundraising | $900,684 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,498 | TotalAmt |
| Program Services | $6,936 | ProgramServicesAmt |
| Management And General | $38,982 | ManagementAndGeneralAmt |
| Fundraising | $64,580 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,387 | TotalAmt |
| Program Services | $16,404 | ProgramServicesAmt |
| Management And General | $95,235 | ManagementAndGeneralAmt |
| Fundraising | $130,748 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,779 | TotalAmt |
| Program Services | $5,928 | ProgramServicesAmt |
| Management And General | $42,453 | ManagementAndGeneralAmt |
| Fundraising | $67,398 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,319 | TotalAmt |
| Management And General | $53,319 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,564 | TotalAmt |
| Management And General | $78,564 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,506 | TotalAmt |
| Fundraising | $30,506 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,686 | TotalAmt |
| Management And General | $145,686 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,065 | TotalAmt |
| Program Services | $241 | ProgramServicesAmt |
| Management And General | $20,713 | ManagementAndGeneralAmt |
| Fundraising | $32,111 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,366 | TotalAmt |
| Program Services | $23,180 | ProgramServicesAmt |
| Management And General | $344,209 | ManagementAndGeneralAmt |
| Fundraising | $208,977 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,794 | TotalAmt |
| Program Services | $9,244 | ProgramServicesAmt |
| Management And General | $41,709 | ManagementAndGeneralAmt |
| Fundraising | $4,841 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,102 | TotalAmt |
| Management And General | $116,688 | ManagementAndGeneralAmt |
| Fundraising | $4,414 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,736 | TotalAmt |
| Program Services | $24,342 | ProgramServicesAmt |
| Management And General | $28,803 | ManagementAndGeneralAmt |
| Fundraising | $25,591 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,598 | TotalAmt |
| Program Services | $15,746 | ProgramServicesAmt |
| Management And General | $24,852 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $41,610 | TotalAmt |
| Management And General | $39,844 | ManagementAndGeneralAmt |
| Fundraising | $1,766 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,259,580 | TotalAmt |
| Program Services | $23,809,834 | ProgramServicesAmt |
| Management And General | $1,945,510 | ManagementAndGeneralAmt |
| Fundraising | $1,504,236 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,150 | BOYAmt |
| EOY | $937,067 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,799,974 | BOYAmt |
| EOY | $8,660,030 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,155,376 | BOYAmt |
| EOY | $4,491,548 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $924 | BOYAmt |
| EOY | $373 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,762 | BOYAmt |
| EOY | $144,149 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,019 | BOYAmt |
| EOY | $8,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,528,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,122,660 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,088 | BOYAmt |
| EOY | $2,405,965 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,869,244 | BOYAmt |
| EOY | $78,182,265 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,395,352 | BOYAmt |
| EOY | $51,137,436 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,336 | BOYAmt |
| EOY | $87,336 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,880,546 | BOYAmt |
| EOY | $15,589,109 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,783,771 | BOYAmt |
| EOY | $161,643,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,659 | BOYAmt |
| EOY | $828,017 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,258,769 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,279 | BOYAmt |
| EOY | $338,482 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,840 | BOYAmt |
| EOY | $723,567 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,778 | BOYAmt |
| EOY | $10,148,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,573,632 | BOYAmt |
| EOY | $9,462,231 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,260,361 | BOYAmt |
| EOY | $142,032,807 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,833,993 | BOYAmt |
| EOY | $151,495,038 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,783,771 | BOYAmt |
| EOY | $161,643,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,001,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $757,423 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $904,994 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,512,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,653,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,628,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,957,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,228,195 | CurrentTaxYearAmt |
| Total | $48,979,767 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,512,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,653,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,628,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,957,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,228,195 | CurrentTaxYearAmt |
| Total | $48,979,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,342,884 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,636,883 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,125,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,945,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,081,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,713,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,719,933 | CurrentTaxYearAmt |
| Total | $13,585,987 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,033,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,247,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,824,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,049,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,977,210 | CurrentTaxYearAmt |
| Total | $12,131,857 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,697,611 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49047 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53687 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - PARTNERSHIP INCOME, COLUMN A - 1725379.0, COLUMN B - 3208549.0, COLUMN C - 1797198.0, COLUMN D - 2024867.0, COLUMN E - 2946908.0, COLUMN F - 11702901.0; DESCRIPTION - MISCELLANE OUS INCOME, COLUMN A - 308011.0, COLUMN B - 38471.0, COLUMN C - 27281.0, COLUMN D - 24891.0, COLUMN E - 23963.0, COLUMN F - 422617.0; DESCRIPTION - BAD DEBT RECOVERY, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 6339.0, COLUMN F - 6339.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 20 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $112,530 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $231,046 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,981,977 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $17,225 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,433,299 | BeginningYearBalanceAmt |
| Contributions | $3,669,056 | ContributionsAmt |
| Investment Earnings Or Losses | $9,120,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,302,675 | GrantsOrScholarshipsAmt |
| Other Expenditures | $642,691 | OtherExpendituresAmt |
| Administrative Expenses | $1,796,135 | AdministrativeExpensesAmt |
| End Year Balance | $111,481,193 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,892,170 | BeginningYearBalanceAmt |
| Contributions | $2,089,683 | ContributionsAmt |
| Investment Earnings Or Losses | $7,972,408 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,787,923 | GrantsOrScholarshipsAmt |
| Other Expenditures | $973,923 | OtherExpendituresAmt |
| Administrative Expenses | $1,759,116 | AdministrativeExpensesAmt |
| End Year Balance | $104,433,299 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,388,972 | BeginningYearBalanceAmt |
| Contributions | $2,179,285 | ContributionsAmt |
| Investment Earnings Or Losses | $5,692,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,796,125 | GrantsOrScholarshipsAmt |
| Other Expenditures | $920,875 | OtherExpendituresAmt |
| Administrative Expenses | $1,651,318 | AdministrativeExpensesAmt |
| End Year Balance | $99,892,170 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,787,819 | BeginningYearBalanceAmt |
| Contributions | $3,432,354 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,134,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,058,377 | GrantsOrScholarshipsAmt |
| Other Expenditures | $638,823 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $97,388,972 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,028,761 | BeginningYearBalanceAmt |
| Contributions | $2,403,679 | ContributionsAmt |
| Investment Earnings Or Losses | $23,600,078 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,070,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $581,300 | OtherExpendituresAmt |
| Administrative Expenses | $1,593,399 | AdministrativeExpensesAmt |
| End Year Balance | $100,787,819 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.052 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6499 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2981 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,263 | OtherCostOrOtherBasisAmt |
| Book Value | $313,263 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,218,876 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,753,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,966,831 | DepreciationAmt |
| Book Value | $2,005,250 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $226,056 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,829 | DepreciationAmt |
| Book Value | $70,227 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,225 | InvestmentCostOrOtherBasisAmt |
| Book Value | $17,225 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,405,965 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| FUNDS OF HEDGE FUNDS | $18,181,007 | F |
| PRIVATE EQUITY FUNDS | $27,449,977 | F |
| REAL ESTATE PARTNERSHIPS | $5,506,452 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $51,137,436 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV LIFE INSURANCE | $765,161 |
| BENEFICIAL INTEREST IN TRUSTS | $14,823,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,589,109 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| ANNUITY & TRUST OBLIGATIONS | $723,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $723,567 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,801,600 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $757,423 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $33,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $904,994 | OtherRevenueAmt |
| Revenue Not Reported | $1,695,417 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,106,183 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $145,686 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,339 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $152,025 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,258,208 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,140,555 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $33,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $33,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,107,555 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $145,686 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,339 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $152,025 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,259,580 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE FOUNDATION HOLDS OWNERSHIP OF 2 CEMETERY LOTS AND SIDE-COMPANION CRYPTS. ALL ITEMS ARE TO BENEFIT SCHOLARSHIPS FOR ESU STUDENTS. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF EMPORIA STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS AND ASSISTANCE WITH OPERATING EXPENSES. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CHANGE IN BENEFIICAL INTERESTS OF PERPETUAL TRUSTS - 804810 ACTUARIAL GAIN/LOSS - 100184 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | BAD DEBT RECOVERY - 6339 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | BAD DEBT RECOVERY - 6339 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $12,263,745 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,263,745 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,263,745 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWARDSHIP COUNSELING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNED GIVING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $30,506 | RetainedByContractorAmt |
| Net To Organization | -$30,506 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $30,506 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$30,506 | TotalNetToOrganizationAmt |
| Licensed States | KS | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| EMPORIA STATE UNIVERSITY | |||||||
| 1 KELLOGG CIRCLE | EMPORIA | KS | 66801 | 481124839 | ESU | $11,768,069 | UNIVERSITY OPERATIONS |
| ALUMNI ASSOCIATION OF EMPORIA STATE UNIVERSITY | |||||||
| 1500 HIGHLAND ST | EMPORIA | KS | 66801 | 486115644 | 501(C)(3) | $106,575 | OPERATIONAL SUPPORT |
| Kansas City Kansas Archdiocese | |||||||
| 12615 Parallel Pkwy | KANSAS CITY | KS | 66109 | 480559094 | 501(C)(3) | $6,000 | OPERATIONAL SUPPORT |
| Didde Catholic Campus Center | |||||||
| 1415 Merchant St | EMPORIA | KS | 66801 | 480776499 | 501(C)(3) | $5,500 | OPERATIONAL SUPPORT |
| Caring Community Foundation | |||||||
| Box 54 | ONAGA | KS | 66521 | 474465692 | 501(C)(3) | $6,500 | OPERATIONAL SUPPORT |
| Immaculate Conception Church | |||||||
| 208 W Bertrand | ST MARYS | KS | 66536 | 480634292 | 501(C)(3) | $10,000 | OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1788 | RecipientCnt |
| Cash Grant | $11,636,577 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (b) Estimated Number Of Recipients | SCHOLARSHIPS : THE FOUNDATION ENTERED INTO AN AGREEMENT WITH EMPORIA STATE UNIVERSITY TO PROVIDE THE UNIVERSITY ADDITIONAL FINANCIAL SUPPORT THROUGH JUNE 30, 2027. THE FOUNDATION RECORDED A $8,258,769 CONTRIBUTION PAYABLE CONSISTING OF $6,441,840 IN SCHOLARSHIP AWARDS AND $1,816,929 IN PROJECT GRANTS. THE NUMBER OF ULTIMATE RECIPIENTS IS NOT YET DETERMINABLE AND CANNOT BE ESTIMATED AT THIS TIME, THEREFORE THE NUMBER OF RECIPIENTS IS NOT REPORTED IN COLUMN B. THE 1,788 RECIPIENTS REPORTED IN COLUMN B REPRESENTS THE RECIPIENTS OF SCHOLARSHIPS DURING THE FISCAL YEAR AND DOES NOT FACTOR IN THE CONTRIBUTION PAYABLE. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | UNIVERSITY EXPENDITURES AND SCHOLARSHIPS ARE PROCESSED BY THE UNIVERSITY; THE FOUNDATION REIMBURSES THE UNIVERSITY FOR THESE EXPENDITURES UPON VERIFICATION THAT THE EXPENSE/SCHOLARSHIP MEETS THE RESPECTIVE DONOR'S GIFT CRITERIA, AS DOCUMENTED. GRANTS TO OTHER ORGANIZATIONS ARE MADE PURSUANT TO WRITTEN AGREEMENTS SPECIFYING THAT THE FUNDS MUST BE USED FOR CHARITABLE PURPOSES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHANE SHIVLEY | ||||||||||||||
| FOUNDATION PRESIDENT | $163,328 | $0 | $0 | $0 | $354 | $0 | $14,095 | $0 | $18,642 | $0 | $196,419 | $0 | $0 | $0 |
| JENNIFER SAUDER | ||||||||||||||
| CFO/CORPORATE TREASURER | $75,424 | $0 | $0 | $0 | $108,664 | $0 | $7,990 | $0 | $23,256 | $0 | $215,334 | $0 | $0 | $0 |
| BETHANY TEGTMEIER | ||||||||||||||
| VP OF DEVELOPMENT | $128,355 | $0 | $0 | $0 | $149 | $0 | $11,878 | $0 | $21,613 | $0 | $161,995 | $0 | $0 | $0 |
| JENNIFER DENTON | ||||||||||||||
| VP OF ALUMNI & STEWARDSHIP | $139,514 | $0 | $0 | $0 | $318 | $0 | $12,809 | $0 | $28,180 | $0 | $180,821 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4a Severance or change-of-control payment | FormAndLineReferenceDesc |
| Explanation | JENNIFER SAUDER RECEIVED A SEPARATION PAYOUT IN THE AMOUNT OF $108,521 INCLUDING BENEFITS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $251,528 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | LIFE INSURANCE POLICY | 1 | $32,388 | Other - CASH SURRENDER VALUE |
| Yes (X) | FURNITURE, FIXTURES & EQUIPMENT | 6 | $3,470 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I COLUMN B | THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | A LICENSED REAL ESTATE AGENT IS USED TO SELL DONATIONS OF REAL ESTATE. AN AUCTIONEER (OR AUCTION SERVICE) IS USED TO SELL ALL OTHER NONCASH CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES | THE PRESIDENT OF THE FOUNDATION ANNUALLY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. CBIZ IS UTILIZED FOR A MARKET ANALYSIS OF SIMILAR JOB CLASSIFICATIONS TO DETERMINE COMPENSATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | AT THE BEGINNING OF EACH NEW FOUNDATION CHAIR'S TERM, THE FOUNDATION CHAIR MAY APPOINT UP TO THREE MEMBERS OF THE EXECUTIVE COMMITTEE FROM AMONG THE VOTING TRUSTEES. EACH APPOINTED MEMBER OF THE EXECUTIVE COMMITTEE SHALL SERVE UNTIL THE CONCLUSION OF THE TERM OF THE FOUNDATION CHAIR WHO APPOINTED SUCH MEMBER. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE AVP, FINANCE & OPERATIONS/CORPORATE TREASURER (OR THEIR DESIGNEE), AND THE CHAIR OF THE AUDIT & RISK MANAGEMENT COMMITTEE OF EMPORIA STATE UNIVERSITY FOUNDATION. ANY QUESTIONS OR CONCERNS THAT THESE INDIVIDUALS HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE PRIOR TO SUBMITTING THE 990 TO THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | EACH YEAR THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THESE ARE REVIEWED BY THE PRESIDENT OF THE FOUNDATION. THERE IS A COMPLIANCE OFFICER ON THE BOARD THAT IS RESPONSIBLE FOR ADDRESSING ANY ISSUES THAT MAY ARISE THROUGHOUT THE YEAR. IF A CONFLICT ARISES IT IS INVESTIGATED IMMEDIATELY. KEY EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY WITH THE UNIVERSITY. THESE ARE MONITORED THROUGH EMPORIA STATE UNIVERSITY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE PRESIDENT OF THE FOUNDATION IS EVALUATED BY A PERFORMANCE REVIEW COMMITTEE MADE UP OF THE THREE BOARD OFFICERS AND THE UNIVERSITY PRESIDENT, WHO ALSO ADJUSTS COMPENSATION AS NEEDED. THIS PROCESS IS DONE ON AN ANNUAL BASIS. CBIZ IS UTILIZED FOR A MARKET ANALYSIS OF SIMILAR JOB CLASSIFICATIONS TO DETERMINE COMPENSATION. |
| Form 990, Part VI, Line 19 Required documents available to the public | EACH TRUSTEE GETS A COPY OF THE BYLAWS. THE PUBLIC CAN RECEIVE A COPY OF THE BYLAWS, THE CONFLICT OF INTEREST POLICY AND THE 990 UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION WEBSITE. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN BENEFICIAL INTERESTS OF PERPETUAL TRUST - 804810; ACTUARIAL GAIN/LOSS - 100184; Total - 904994; |
| SCHEDULE F, PART I, LINE 3 PASSIVE INVESTMENT HOLDINGS | PASSIVE INVESTMENT HOLDINGS ARE MONITORED ON A MONTHLY BASIS BY THE FOUNDATION'S THIRD-PARTY INVESTMENT ADVISOR CONSULTANT. THE FOUNDATION BOARD'S INVESTMENT COMMITTEE REVIEWS THE PASSIVE INVESTMENT HOLDINGS ON A QUARTERLY BASIS AND REPORTS ANY SUBSTANTIAL ACTIVITY TO THE EXECUTIVE COMMITTEE. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPORIA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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