2025-01-22T15:51:34-06:00 2024-06-30 431365401 THE WHITLOCK COMPANY LLP 3929 E 7TH ST SUITE C JOPLIN MO 64801 990 2023-07-01 430907114 MISSOURI SOUTHERN FOUNDATION MISS 4176259396 3950 E NEWMAN ROAD JOPLIN MO 648011512 JBRADFORD HODSON EXECUTIVE DIRECTOR 4176259396 2025-01-13 1 1 A JAY LOGAL P00317208 4172060508 2023 2024-10-15 13:58:12Z JBRADFORD HODSON 3950 E NEWMAN ROAD JOPLIN MO 64801 7578865 0 X WWW.MSSU.EDU/FOUNDATION X 1967 MO THE MISSOURI SOUTHERN FOUNDATION IS A NOT-FOR-PROFIT CORPORATION, RECEIVING AND ADMINISTERING PRIVATE AND CORPORATE CONTRIBUTIONS FOR THE SUPPORT OF MISSOURI SOUTHERN STATE UNIVERSITY. THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS WHICH REVIEWS ALL APPLICATIONS FOR GRANTS AND ALLOCATED FUNDS IN ACCORDANCE WITH THE WISHES OF DONORS AND ON THE BASIS OF PRIORITIES OUTLINED BY THE PRESIDENT OF THE COLLEGE, THE FOUNDATION DIRECTOR, AND THE BOARD OF DIRECTORS. 34 34 0 0 0 0 7781039 3833712 0 0 1576537 1477701 0 0 9357576 5311413 2246608 1341101 0 0 0 0 0 0 130653 2320659 3524120 4567267 4865221 4790309 446192 50818191 55333759 190428 149429 50627763 55184330 X TO PROVIDE FINANCIAL SUPPORT TO MISSOURI SOUTHERN STATE UNIVERSITY FROM DONATIONS FROM THE PUBLIC FOR SCHOLARSHIPS, AWARDS TO STUDENTS, DEPARTMENTAL SUPPORT, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT AND FACULTY DEVELOPMENT. 0 0 1341101 1341101 SCHOLARSHIPS AWARDED TO MISSOURI SOUTHERN STATE UNIVERSITY STUDENTS. 2124196 SUPPORT TO MSSU FACULTY, DEPARTMENTS AND CULTURAL ACTIVITIES 33196 SUPPORT FOR MSSU FACILITY IMPROVEMENTS SUPPORT TO MSSU OPERATIONS CULTURAL ACTIVITIES 3498493 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 CA X X ELIZABETH EBERT 4176259396 3950 E NEWMAN ROAD JOPLIN MO 64801 X BRYAN VOWELS DIRECTOR 2.00 X 0 0 0 DERON BURR PRESIDENT 2.00 X X 0 0 0 BRAD HODSON EXECUTIVE DIRECTOR 40.00 X X 0 0 0 DR JANA ALLISON DIRECTOR 2.00 X 0 0 0 RUSS ALCOM DIRECTOR 2.00 X 0 0 0 DR BETH BARLET DIRECTOR 2.00 X 0 0 0 SALLIE BEARD DIRECTOR 2.00 X 0 0 0 DR BEVERLY BLOCK DIRECTOR 2.00 X 0 0 0 SEAN BRILEY DIRECTOR 2.00 X 0 0 0 SCOTT BROTHERS DIRECTOR 2.00 X 0 0 0 LARRY COWGER DIRECTOR 2.00 X 0 0 0 ASHLEY DAVIS DIRECTOR 2.00 X 0 0 0 PERRY DAVIS DIRECTOR 2.00 X 0 0 0 SHARROCK DERMOTT DIRECTOR 2.00 X 0 0 0 DARYL DEEL DIRECTOR 2.00 X 0 0 0 CHRIS DUMM DIRECTOR 2.00 X 0 0 0 JEFF ENGLAND DIRECTOR 2.00 X 0 0 0 DR DELORES HONEY DIRECTOR 2.00 X 0 0 0 STEVE KOELKEBECK DIRECTOR 2.00 X 0 0 0 KAREN LIEURANCE DIRECTOR 2.00 X 0 0 0 WILLIAM LYNCH DIRECTOR 2.00 X 0 0 0 CARY MARION DIRECTOR 2.00 X 0 0 0 MIKE MOORE DIRECTOR 2.00 X 0 0 0 JOHN MOTAZEDI DIRECTOR 2.00 X 0 0 0 EDWIN MWANGI DIRECTOR 2.00 X 0 0 0 BRIAN SCHMIDT TREASURER 2.00 X X 0 0 0 ANNE SHARP DIRECTOR 2.00 X 0 0 0 BETH SIMMONS DIRECTOR 2.00 X 0 0 0 DICK SMITH DIRECTOR 2.00 X 0 0 0 DAN STENGEL DIRECTOR 2.00 X 0 0 0 TAMMY TRENT DIRECTOR 2.00 X 0 0 0 TERRY WACHTER DIRECTOR 2.00 X 0 0 0 DOT WILLCOXON DIRECTOR 2.00 X 0 0 0 DR DEAN VAN GALEN MSSU PRESIDENT 2.00 X 0 0 0 KEVIN GREIM MSSU ASSOC VP 2.00 X 0 0 0 LIZ EBERT FOUNDATION BUSINESS MANAGE 2.00 X 0 0 0 CARLOS HALEY BOARD OF GOVERNORS PRESIDENT 2.00 X 0 0 0 GARY AGGUS DIRECTOR 2.00 X 0 0 0 RICHARD DAVIDSON JR DIRECTOR 2.00 X 0 0 0 NICK EDWARDS DIRECTOR 2.00 X 0 0 0 AMY ISPEN DIRECTOR 2.00 X 0 0 0 EMILY STANLEY DIRECTOR 2.00 X 0 0 0 VICKY MIESELER VICE PRESIDENT 2.00 X X 0 0 0 CLIFF ERWIN ALUMNI BOARD PRESIDENT 2.00 X 0 0 0 CEDRIC FLORENCE LIONBACKERS STEERING COMMI 2.00 X 0 0 0 BRITTANY CASTELL ADMIN ASSIST. AND CAMPAIGN COORD. 2.00 X 0 0 0 0 0 0 0 0 0 0 0 3833712 643008 3833712 1045405 1045405 2699748 2267452 432296 432296 432296 5311413 1477701 0 0 1341101 1341101 318085 288906 29179 22314 22314 574901 574901 97281 97281 86698 86698 66321 35253 31068 31507 11922 19585 FACULITY AND DEPARTMENT 2124196 2124196 PLEDGE WRITE OFF 47822 47822 FACILITIES IMPROVEMENT 33196 33196 MISCELLANEOUS 28700 24711 3989 93099 46267 46832 4865221 3498493 1236075 130653 1345728 1656884 7341640 6677211 2086 1986 28553728 32008027 13575009 14989651 50818191 55333759 190428 149429 190428 149429 X 2489871 1761187 48137892 53423143 50627763 55184330 50818191 55333759 X 446192 2695733 1414642 X X 0 1 X 1 0 X X X 1 MISSOURI SOUTHERN STATE UNIVERSITY 430813540 5 1 1341101 0 1 1341101 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 PART IV, SECTION E, LINE 2A PROVIDED FINANCIAL SUPPORT TO MISSOURI SOUTHER STATE UNIVERSITY FROM DONATIONS FROM THE PUBLIC FOR SCHOLARSHIPS, AWARDS TO STUDENTS, DEPARTMENTAL SUPPORT, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT, AND FACULTY DEVELOPMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48547412 3274187 5337100 3280952 53877747 41148112 7173187 3499085 3272972 48547412 48608346 2170239 -6384185 3246288 41148112 38754528 3388501 8927270 2461953 48608346 38399770 3575861 -633815 2587288 38754528 0 0 0 EQUITY SECURITIES 6444643 F US TREASURY AND FEDERAL AGENCY OBLIGATIONS 3551956 F MONEY MARKET FUNDS 13805 F CASH 185532 F EXCHANGE TRADED FUNDS 7600263 F MUTUAL FUNDS 2018195 F REAL ESTATE INTEREST TRUSTS 9009 F HEDGE FUNDS 12184624 F 32008027 BENEFICIAL PERPETUAL TRUSTS 13800628 REMAINDER TRUSTS 1189023 14989651 X 9421788 2695733 1414642 4110375 5311413 0 5311413 4865221 0 4865221 0 4865221 PART V, LINE 4: VARIOUS EXEMPT PURPOSES. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. THE FOUNDATION ADHERES TO THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (FASB) ACCOUNTING STANDARDS CODIFICATION TOPIC 740 INCOME TAXES. THE PROFESSIONAL STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS, SUCH AS THE POSITION THE FOUNDATION HAS TAKEN THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FOUNDATION'S OPEN TAX PERIODS ARE THE FISCAL YEARS ENDING JUNE 30, 2021 - JUNE 30, 2024. IN EVALUATING THE FOUNDATION'S TAX POSITIONS, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE FOUNDATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN BENEFICIAL INTEREST IN TRUSTS 1,414,642. 1 MISSOURI SOUTHERN STATE UNIVERSITY 3950 E NEWMAN RD JOPLIN MO 64801 430813540 3 0 1341101 ACTUAL PROVIDE FINANCIAL SUPPORT TO MSSU FROM PUBLIC DONATIONS FOR SCHOLARSHIPS, AWARDS TO STUDENTS, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT AND FACULTY DEVELOPMENT. X 11 643008 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW OF THE RETURN IS CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION BOARD MEMBERS ARE REQUIRED TO READ THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT THEY HAVE READ IT. THE FIRST ITEM ON THE AGENDA FOR EACH QUARTERLY MEETING IS A CONFLICT OF INTEREST INQUIRY. IF A CONFLICT OF INTEREST IS REPORTED IT IS ADDRESSED AT THAT TIME AND NOTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION EXECUTIVE DIRECTOR SALARY IS SET AS PART OF THE ANNUAL BUDGET PROCESS AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: DECREASE IN BENEFICIAL INTEREST IN TRUSTS WITHOUT DONOR RESTRICTIONS 1,414,642. FORM 990, PART XII, LINE 2C NO CHANGES IN PROCESS FROM PRIOR YEAR. MISSOURI SOUTHERN STATE UNIVERSITY 3950 E NEWMAN ROAD JOPLIN MO 64801 430813540 EDUCATION MO 501(C)(3) 170(B)(1)(A)(IV) N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 MISSOURI SOUTHERN STATE UNIVERSITY B ACTUAL MISSOURI SOUTHERN STATE UNIVERSITY P ACTUAL MISSOURI SOUTHERN STATE UNIVERSITY K ACTUAL