INDIANA STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA STATE UNIVERSITY FOUNDATION INC (EIN 35-6045550)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349311848
- Schema version
- 2023v6.0
- 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 | 2025-05-15T14:32:12+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356045550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana State University Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 8122376100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N Fifth Street | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrea L Angel | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana State University Foundation | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrea L Angel | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N Fifth Street | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,677,286 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.indstate.edu/give | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | To secure and preserve private resources for the betterment of Indiana State University and its students, while providing donors with opportunities to witness and experience the results of their philanthropy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $349 | TotalGrossUBIAmt |
| PY Contributions Grants | $14,372,325 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,549,357 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $792,516 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $964,058 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,132,950 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,928,934 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$168,388 | PYOtherRevenueAmt |
| CY Other Revenue | -$35,764 | CYOtherRevenueAmt |
| PY Total Revenue | $16,129,403 | PYTotalRevenueAmt |
| CY Total Revenue | $21,406,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,417,330 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,292,815 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,515 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,339 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $389,123 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,831,380 | PYOtherExpensesAmt |
| CY Other Expenses | $1,891,196 | CYOtherExpensesAmt |
| PY Total Expenses | $9,272,225 | PYTotalExpensesAmt |
| CY Total Expenses | $11,203,350 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,857,178 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,203,235 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,647,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,874,413 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,676,289 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,569,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $121,971,330 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $142,304,499 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S MISSION IS TO SECURE AND PRESERVE PRIVATE RESOURCES FOR THE BETTERMENT OF INDIANA STATE UNIVERSITY AND ITS STUDENTS, WHILE PROVIDING DONORS WITH OPPORTUNITIES TO WITNESS AND EXPERIENCE THE RESULTS OF THEIR PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,886,735 | ExpenseAmt |
| Grant | $6,886,735 | GrantAmt |
| Revenue | $964,058 | RevenueAmt |
| Desc | RESTRICTED AND DESIGNATED EXPENDITURES - GIFTS RECEIVED FOR SPECIFIED PURPOSES AND EXPENDED FOR THESE PURPOSES WHICH PROVIDE SUPPORT TO EDUCATIONAL AND ATHLETIC PROGRAMS INCLUDING THE BAILEY COLLEGE OF ENGINEERING AND TECHNOLOGY, COLLEGE OF ARTS AND SCIENCES, SCOTT COLLEGE OF BUSINESS, BAYH COLLEGE OF EDUCATION, AND COLLEGE OF HEALTH AND HUMAN SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,406,080 | ExpenseAmt |
| Grant | $2,406,080 | GrantAmt |
| Desc | PROVIDED 1,100 SCHOLARSHIPS AND AWARDS TO 937 INDIANA STATE UNIVERSITY STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $82,790 | ExpenseAmt |
| Desc | ALUMNI ASSOCIATION PROVIDES OUTREACH AND EVENTS WHICH ENCOURAGE FORMER ISU STUDENTS TO REMAIN INVOLVED WITH ISU. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,375,605 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | 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 |
| 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 | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 39 | 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 |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 |
| Form990 Provided To Gvrn Body | Yes (true) | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucy Lunsford | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8122376126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 N Fifth Street | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47809 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 |
|---|---|---|---|---|---|---|---|---|
| Andrea Angel | ||||||||
| CEO | 37.5 | 1.0 | Yes (X) | Yes (X) | $0 | $212,509 | $28,614 | |
| John Crouch | ||||||||
| Vice Chairperson | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Marie C Shanks | ||||||||
| Chairperson | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mary Mcguire | ||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard Porter | ||||||||
| Immediate Past Chairperson | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Troy Helman | ||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Aryn Williams | ||||||||
| Chairperson, Alumni Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dan Thiel | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Riley | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Deborah Curtis | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Boulet | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gordon Tanner | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Greg Steenberg | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J Bart Colwell | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jim Pajakowski | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Julie Heck | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Keith Dickey | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kent Kramer | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laura Wittman | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda Pellegrini | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lindsay Stergar | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Pam Poore | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Lima | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul Chaney | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rita Burns Senseman | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Casey | ||||||||
| Chair, Trustees | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sandi Druley | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sandy Senior-Dauer | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Jones | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Watson | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steve Bailey | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Todd Osburn | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Virgil Pund | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Yanya Yang | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lucy Lunsford | ||||||||
| Controller | 37.5 | 1.0 | Yes (X) | $0 | $91,007 | $9,120 | ||
| Macala Beasley | ||||||||
| Assistant Secretary | 37.5 | 0.0 | Yes (X) | $0 | $22,502 | $6,518 | ||
| Jeremiah Turner | ||||||||
| Assc VP Univ Advancement | 37.5 | 0.0 | $0 | $116,959 | $30,373 | Yes (X) | ||
| Kenneth Menefee | ||||||||
| Planned/Principal gifts ex dir | 37.5 | 0.0 | $0 | $108,796 | $27,960 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $551,773 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $102,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 |
|---|---|---|---|---|---|
| The JEMM Group | |||||
| 57 Hampton Road | Southampton | NY | 11968 | Investment Management | $224,296 |
| SODEXO INC & AFFILIATES | |||||
| 218 N 6TH ST | TERRE HAUTE | IN | 47809 | CATERING | $215,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,625,307 | FundraisingAmt |
| All Other Contributions | $13,924,050 | AllOtherContributionsAmt |
| Noncash Contributions | $3,599,978 | NoncashContributionsAmt |
| Total Contributions | $15,549,357 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PROGRAM SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $964,058 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $964,058 | RelatedOrExemptFuncIncomeAmt |
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 | $964,058 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,094,768 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $349 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,094,419 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,954,120 | SecuritiesAmt |
| Other | $796 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,120,750 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,833,370 | SecuritiesAmt |
| Other | $796 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,834,166 | TotalRevenueColumnAmt |
| Exclusion | $1,834,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $114,187 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,625,307 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $149,951 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,764 | TotalRevenueColumnAmt |
| Exclusion | -$35,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
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 | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,406,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $964,058 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $349 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,892,821 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,886,735 | TotalAmt |
| Program Services | $6,886,735 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,406,080 | TotalAmt |
| Program Services | $2,406,080 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,339 | TotalAmt |
| Management And General | $7,817 | ManagementAndGeneralAmt |
| Fundraising | $11,522 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,931 | TotalAmt |
| Management And General | $12,931 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,360 | TotalAmt |
| Management And General | $93,360 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,806 | TotalAmt |
| Management And General | $380,806 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $3,180 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,704 | TotalAmt |
| Fundraising | $68,704 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,366 | TotalAmt |
| Program Services | $77 | ProgramServicesAmt |
| Management And General | $45,222 | ManagementAndGeneralAmt |
| Fundraising | $67,067 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,913 | TotalAmt |
| Management And General | $249,913 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,772 | TotalAmt |
| Management And General | $459,772 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,786 | TotalAmt |
| Program Services | $14,604 | ProgramServicesAmt |
| Management And General | $4,477 | ManagementAndGeneralAmt |
| Fundraising | $84,705 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,730 | TotalAmt |
| Program Services | $1,126 | ProgramServicesAmt |
| Management And General | $987 | ManagementAndGeneralAmt |
| Fundraising | $5,617 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,136 | TotalAmt |
| Management And General | $67,136 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,915 | TotalAmt |
| Management And General | $66,915 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,239 | TotalAmt |
| Management And General | $39,239 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $156,309 | $1,389 | $10,047 | $144,873 |
| EVENTS | $50,878 | $50,878 | ||
| ENTERTAIMENT | $12,521 | $9,066 | $3,455 | |
| PARKING | $5,650 | $5,650 |
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 | $11,203,350 | TotalAmt |
| Program Services | $9,375,605 | ProgramServicesAmt |
| Management And General | $1,438,622 | ManagementAndGeneralAmt |
| Fundraising | $389,123 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,228,557 | BOYAmt |
| EOY | $10,225,604 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,985,304 | BOYAmt |
| EOY | $7,003,897 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,754 | BOYAmt |
| EOY | $30,049 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,997 | BOYAmt |
| EOY | $26,796 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,291 | BOYAmt |
| EOY | $219,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,641,253 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,199,243 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,623 | BOYAmt |
| EOY | $442,010 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,849,098 | BOYAmt |
| EOY | $119,792,474 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,586,975 | BOYAmt |
| EOY | $6,946,769 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,253,020 | BOYAmt |
| EOY | $5,187,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,647,619 | BOYAmt |
| EOY | $149,874,413 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,365 | BOYAmt |
| EOY | $973,407 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,316,431 | BOYAmt |
| EOY | $2,370,305 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,882,493 | BOYAmt |
| EOY | $4,226,202 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,676,289 | BOYAmt |
| EOY | $7,569,914 | 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 | $10,819,567 | BOYAmt |
| EOY | $14,404,075 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,151,763 | BOYAmt |
| EOY | $127,900,424 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,971,330 | BOYAmt |
| EOY | $142,304,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,647,619 | BOYAmt |
| EOY | $149,874,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,203,235 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,746,979 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$617,045 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,521,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,158,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,715,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,372,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,549,357 | CurrentTaxYearAmt |
| Total | $68,316,964 | 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 | $6,521,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,158,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,715,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,372,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,549,357 | CurrentTaxYearAmt |
| Total | $68,316,964 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $30,844,153 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,472,811 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,803,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,594,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,545,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,530,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,094,768 | CurrentTaxYearAmt |
| Total | $11,568,144 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $8,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,324 | CurrentTaxYearMinus1YearAmt |
| Total | $24,099 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,909,207 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,501,238 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.4689 | PublicSupportCY170Pct |
| Public Support PY170 | 0.4852 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $100,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,097,516 | BeginningYearBalanceAmt |
| Contributions | $2,243,314 | ContributionsAmt |
| Investment Earnings Or Losses | $12,361,621 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,775,892 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $917,717 | AdministrativeExpensesAmt |
| End Year Balance | $95,008,842 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,552,657 | BeginningYearBalanceAmt |
| Contributions | $5,664,672 | ContributionsAmt |
| Investment Earnings Or Losses | $6,729,501 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,970,245 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $879,069 | AdministrativeExpensesAmt |
| End Year Balance | $83,097,516 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,121,261 | BeginningYearBalanceAmt |
| Contributions | $5,647,244 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,812,203 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,628,151 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $775,494 | AdministrativeExpensesAmt |
| End Year Balance | $73,552,657 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,269,952 | BeginningYearBalanceAmt |
| Contributions | $3,761,678 | ContributionsAmt |
| Investment Earnings Or Losses | $14,703,933 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,522,261 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,092,041 | AdministrativeExpensesAmt |
| End Year Balance | $79,121,261 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,736,929 | BeginningYearBalanceAmt |
| Contributions | $3,107,581 | ContributionsAmt |
| Investment Earnings Or Losses | $1,415,847 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,113,934 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $876,471 | AdministrativeExpensesAmt |
| End Year Balance | $63,269,952 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.6566 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3434 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $914,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $584,132 | DepreciationAmt |
| Book Value | $329,972 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $100,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $627,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $615,111 | DepreciationAmt |
| Book Value | $112,038 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $442,010 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO INDIANA STATE UNIVERSITY | $828,210 |
| PV OF SPLIT INT AGREEMENT | $1,461,319 |
| OPERATING LEASE | $1,936,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,226,202 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | ASC 740 DISCLOSURE: 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 OWNS AN ARTIST RENDERED SCULPTURE NAMED RENEW THAT IS ON DISPLAY TO PROMOTE CULTURAL EDUCATION FOR THE PUBLIC AND THE INDIANA STATE UNIVERSITY COMMUNITY. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE FOUNDATION'S ENDOWMENT FUNDS ARE SUBJECT TO DONOR IMPOSED STIPULATIONS THAT THEY BE MAINTAINED PERMANENTLY BY THE FOUNDATION. THE FOUNDATION GENERALLY MAY USE ALL OR PART OF THE INCOME ON RELATED INVESTMENTS FOR GENERAL OR SPECIFIC PURPOSES THAT CONTRIBUTE TO INDIANA STATE'S GROWTH AND SUCCESS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,388,735 | 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 | $5,388,735 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,388,735 | 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 | Yes (true) | 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
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GIVE TO BLUE DAY | Event1Nm |
| Gross Receipts Event1 | $1,355,900 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,355,900 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,828 | OtherDirectExpensesEvent1Amt |
| Event2 | MEN'S BASKETBALL EVENT | Event2Nm |
| Gross Receipts Event2 | $118,740 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $117,710 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,030 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,914 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $14,464 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $264,854 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $151,697 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $113,157 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $730 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $29,263 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $85,752 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,739,494 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,625,307 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $114,187 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $730 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $31,177 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $118,044 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $149,951 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$35,764 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N SEVENTH STREET | AddressLine1Txt |
| City | TERRE HAUTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 356001670 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,886,735 | CashGrantAmt |
| Purpose Of Grant | SUPPORT EDUCATIONAL | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND GRANTS TO STUDENTS | GrantTypeTxt |
| Recipient | 937 | RecipientCnt |
| Cash Grant | $2,406,080 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (b) Estimated Number Of Recipients | SCHOLARSHIPS AND GRANTS TO STUDENTS : INDIANA STATE UNIVERSITY FOUNDATION AWARDS MERIT-BASED AND NEED-BASED SCHOLARSHIPS TO STUDENTS. THESE SCHOLARSHIPS ARE AWARDED IN ACCORDANCE WITH INDIANA STATE UNIVERSITY'S SCHOLARSHIP DISTRIBUTION PRACTICES. THE FOUNDATION GIVES SCHOLARSHIPS DIRECTLY TO THE STUDENT'S ACCOUNTS AT INDIANA STATE UNIVERSITY. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALL GRANT EXPENDITURES ARE IN ACCORDANCE WITH THE GRANT AGREEMENT, SUBSTANTIATED WITH PROPER DOCUMENTATION, AND APPROVED BY THE GRANT SUPERVISOR AND DEPARTMENT CHAIR. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrea Angel | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $194,625 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $17,884 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $19,606 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $9,008 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $241,123 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | ANDREA ANGEL AND JEREMIAH TURNER WERE PROVIDED TERRE HAUTE COUNTRY CLUB DUES. THESE BENEFITS ARE NOT INCLUDED AS TAXABLE COMPENSATION BECAUSE THEY ARE USED TO CONDUCT THE FOUNDATION BUSINESS AND NOT FOR PERSONAL USE. |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | THE COMPENSATION FOR THE ORGANIZATION IS DETEREMINED BY THE RELATED ORGANIZATION INDIANA STATE UNIVERSITY. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,801 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,744 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,349,762 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,065 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ATHLETICS | 22 | $383,717 | Cost |
| Yes (X) | EQUIPMENT | 4 | $90,096 | Market value |
| Yes (X) | PRIZES | 7 | $40,668 | Cost |
| Yes (X) | SOFTWARE | 2 | $1,709,625 | Market value |
| Yes (X) | TRAINING MATERIALS | 1 | $2,500 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Column (B) - Number of Contributors | FormAndLineReferenceDesc |
| Explanation | THE TAXPAYER REPORTS THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a EMPLOYEES REPORTED ON W-3, TRANSMITTAL OF WAGE & TAX STATEMENTS: | WAGES AND PAYROLL AMOUNTS ARE SHOWN ON THE RETURN. THESE AMOUNTS ARE PAID THROUGH CONTRACTED PAYROLL, NOT THROUGH THE FOUNDATION'S OWN PAYROLL. THUS, NO FORMS W-2 OR PAYROLL RETURNS ARE FILED BY THE FOUNDATION. THE NUMBER ON PART V LINE 2A REPRESENTS THE ESTIMATED NUMBER OF FORMS W-2 THAT WOULD HAVE BEEN FILED IF THE FOUNDATION HAD FILED THEIR OWN FORMS.THIS NUMBER INCLUDES BOTH STAFF AND STUDENT EMPLOYEES. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | INDIANA STATE UNIVERSITY HAS THE ABILITY TO APPOINT CERTAIN POSITIONS TO THE INDIANA STATE UNIVERSITY FOUNDATION'S GOVERNING BODY. VARIOUS POSITIONS FOR THE UNIVERSITY MUST SERVE AS DIRECTORS FOR THE FOUNDATION PER THE FOUNDATION'S BYLAWS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CONTROLLER OF THE FOUNDATION AND THE CEO PERFORM A DETAILED REVIEW OF THE TAX RETURN BEFORE FILING. THE 990 IS ALSO PROVIDED TO THE FULL BOARD FOR THEIR REVIEW BEFORE IT IS FILED. THE RETURN IS ALSO PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. |
| Form 990, Part VI, Line 12c Conflict of interest policy | INDIVIDUALS WITH CONFLICTS MAY NOT PARTICIPATE IN THE CONSIDERATION OF TRANSACTIONS, THEY CAN NOT VOTE ON THEM. CONFLICTS OF INTEREST QUESTIONNAIRES ARE COMPLETED EACH YEAR BY MEMBERS OF THE BOARD OF DIRECTORS. THE ASSISTANT SECRETARY OF THE BOARD COLLECTS THE COMPLETED CONFLICT OF INTEREST FORMS FROM ALL BOARD MEMBERS AND GIVES THEM TO DIRECTOR OF ADVANCEMENT SERVICES TO FILE FOR RECORD KEEPING PURPOSES. BEFORE ANY MATTERS ARE CONSIDERED, THE CHAIR ASKS THAT ANYONE WITH A CONFLICT EXCUSE THEMSELVES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | ALL INDIANA STATE UNIVERSITY FOUNDATION EMPLOYEES ARE INDIANA STATE UNIVERSITY EMPLOYEES. COMPENSATION OF CEO AND OTHER KEY EMPLOYEES IS DETERMINED BY INDIANA STATE UNIVERSITY. COMPARABILITY DATA AND OTHER INFORMATION IS USED TO DETERMINE PROPER COMPENSATIONS FOR THE CEO AND KEY EMPLOYEES. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | PLEASE SEE FORM 990, PART VI, LINE 15A NOTE THAT IS ABOVE. |
| Form 990, Part VI, Line 19 Required documents available to the public | BYLAWS AND FORM 990 ARE AVAILABLE ONLINE AT WWW.INDSTATE.EDU/GIVE. CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 140949; DISSOLUTION OF SYCAMORE FOUNDATION HOLDINGS - -757994; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Sycamore Foundation Holdings INC | ||||||||||
| 30 N Fifth Street | Terre Haute | IN | 47809 | 263673809 | Support | IN | 501(c)(3) | Type I | ISU FDN | Yes (true) |
| Indiana State University | ||||||||||
| 200 N 7TH ST | Terre Haute | IN | 47809 | 356001670 | Education | IN | 501(c)(3) | 2 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (9) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYCAMORE FOUNDATION HOLDINGS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $757,994 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |