2023-01-23T14:06:00-06:00 2022-06-30 431365401 THE WHITLOCK COMPANY LLP 3929 E 7TH ST SUITE C JOPLIN MO 64801 990 2021-07-01 430907114 MISSOURI SOUTHERN FOUNDATION MISS 4176259396 3950 E NEWMAN ROAD JOPLIN MO 648011512 JBRADFORD HODSON EXECUTIVE DIRECTOR 4176259396 2023-01-17 1 JBRADFORD HODSON 999009999 A JAY LOGAL P00317208 4172060508 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JBRADFORD HODSON 3950 E NEWMAN ROAD JOPLIN MO 64801 54440579 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. 33 33 0 38 0 0 3883013 2693438 0 0 4991860 3152834 0 0 8874873 5846272 1573072 1607997 0 0 0 0 0 0 112867 1688392 3019777 3261464 4627774 5613409 1218498 52413029 43351164 137903 221829 52275126 43129335 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 1607997 1607997 SCHOLARSHIPS AWARDED TO MISSOURI SOUTHERN STATE UNIVERSITY STUDENTS. 1846768 SUPPORT TO MSSU FACULTY, DEPARTMENTS AND CULTURAL ACTIVITIES 4536 SUPPORT FOR MSSU FACILITY IMPROVEMENTS SUPPORT TO MSSU OPERATIONS CULTURAL ACTIVITIES 3459301 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 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 33 33 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 SCOTT BOUDREAUX MEMBER 2.00 X 0 0 0 DICK SMITH MEMBER 2.00 X 0 0 0 DEAN VAN GALEN MSSU PRESIDENT 2.00 X 0 0 0 ANITA OPLOTNIK MSSU BOARD 2.00 X 0 0 0 JOE NEWMAN MEMBER 2.00 X 0 0 0 ANNE SHARP MEMBER 2.00 X 0 0 0 J BRADFORD HODSON EXECUTIVE DIRECTOR 40.00 X X 0 0 0 DARYL DEEL MEMBER 2.00 X 0 0 0 SALLIE BEARD PRESIDENT 2.00 X X 0 0 0 STEVE KOELKEBECK MEMBER 2.00 X 0 0 0 DAN STENGEL MEMBER 2.00 X 0 0 0 BRYAN VOWELS VICE PRESIDENT 2.00 X X 0 0 0 DOROTHY WILLCOXON MEMBER 2.00 X 0 0 0 CHRIS DUMM MEMBER 2.00 X 0 0 0 RUSS ALCORN MEMBER 2.00 X 0 0 0 DELORES HONEY MEMBER 2.00 X 0 0 0 MIKE MOORE MEMBER 2.00 X 0 0 0 EDWIN MWANGI MEMBER 2.00 X 0 0 0 KAREN RUTLEDGE MEMBER 2.00 X 0 0 0 PATRICK SCOTT MEMBER 2.00 X 0 0 0 BEVERLY BLOCK MEMBER 2.00 X 0 0 0 DERON BURR TREASURER 2.00 X X 0 0 0 ASHLEY DAVIS MEMBER 2.00 X 0 0 0 PERRY DAVIS MEMBER 2.00 X 0 0 0 VICKY MIESELER MEMBER 2.00 X 0 0 0 JOHN MOTAZEDI MEMBER 2.00 X 0 0 0 BRIAN SCHMIDT MEMBER 2.00 X 0 0 0 TERRY WACHTER MEMBER 2.00 X 0 0 0 SCOTT BROTHERS MEMBER 2.00 X 0 0 0 PAIGE HEWITT ADMIN ASST 2.00 X 0 0 0 LARRY COWGER MEMBER 2.00 X 0 0 0 KEVIN GREIM MEMBER 2.00 X 0 0 0 ALLISON HERSHEWE MEMBER 2.00 X 0 0 0 BRYAN LARSON MEMBER 2.00 X 0 0 0 TAMMY TRENT MEMBER 2.00 X 0 0 0 SHARROCK DERMOTT MEMBER 2.00 X 0 0 0 SEAN BRILEY MEMBER 2.00 X 0 0 0 KAREN LIEURANCE MEMBER 2.00 X 0 0 0 CARY MARION MEMBER 2.00 X 0 0 0 BETH SIMMONS MEMBER 2.00 X 0 0 0 LISA SWEET ALUMNI ASSOC BOARD 2.00 X 0 0 0 ELIZABETH EBERT CONTROLLER 40.00 X 0 0 0 0 0 0 0 0 0 0 0 2693438 332329 2693438 1369683 1369683 50377458 48594307 1783151 1783151 1783151 5846272 3152834 0 0 1607997 1607997 20694 20694 522888 522888 365663 332387 33276 7887 7112 775 140799 110914 29885 8813 6365 2448 FACULITY AND DEPARTMENT 1143271 1131271 12000 DOWNTOWN PROJECT 715497 715497 BOARD EXPENSES 32331 32331 DUES AND MEMBERSHIPS 24036 13668 10368 37898 4536 9247 24115 4627774 3459301 1055606 112867 950654 800628 3743333 3653803 9000 154105 154028 30538114 25837550 17017823 12905155 52413029 43351164 137903 221829 137903 221829 X 4137660 2368495 48137466 40760840 52275126 43129335 52413029 43351164 X 1218498 -10130272 -234017 X X 0 1 X 1 0 X X X 1 MISSOURI SOUTHERN STATE UNIVERSITY 430813540 5 1 1607997 0 1 1607997 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 48608346 2170239 -6384185 3246288 41148112 38754528 3388501 8927270 2461953 48608346 38399770 3575861 -633815 2587288 38754528 38023827 2875785 1412591 3912433 38399770 34603047 4230722 2021013 2830955 38023827 0 0 0 EQUITY SECURITIES 11302956 F US TREASURY AND FEDERAL AGENCY OBLIGATIONS 4246458 F CORPORATE DEBT 262223 F MONEY MARKET FUNDS 11389 F HEDGE FUNDS 9799296 F CASH 215228 F 25837550 BENEFICIAL PERPETUAL TRUSTS 11847991 REMAINDER TRUSTS 1057164 12905155 -4518017 -6971621 -3392668 -10364289 5846272 0 5846272 4627774 0 4627774 0 4627774 PART V, LINE 4: VARIOUS EXEMPT PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DECREASE IN BENEFICIAL INTEREST IN TRUSTS -3,392,668. 1 MISSOURI SOUTHERN STATE UNIVERSITY 3950 E NEWMAN RD JOPLIN MO 64801 430813540 3 1607997 0 ACTUAL PROVIDE FINANCIAL SUPPORT TO MSSU FROM PUBLIC DONATIONS FOR SCHOLARSHIPS, AWARDS TO STUDENTS, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT AND FACULTY DEVELOPMENT. X 11 332329 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 -234,017. 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 0 0 0 0 0 1 0 0 0 MISSOURI SOUTHERN STATE UNIVERSITY B 1607997 ACTUAL MISSOURI SOUTHERN STATE UNIVERSITY P 181985 ACTUAL