COLORADO SCHOOL OF MINES FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO SCHOOL OF MINES FOUNDATION (EIN 84-0509064)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202243199349323349
- Schema version
- 2021v4.2
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:25:49-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840509064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SCHOOL OF MINES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 3032733143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE KREIDLER | PersonNm |
| Person Title | VP, FINANCE/CFO | PersonTitleTxt |
| Phone | 3032733143 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | KREIDLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE KREIDLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $100,571,861 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 418 | TotalVolunteersCnt |
| Total Gross UBI | $438,640 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,995,271 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,759,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,210,503 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,951,017 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,571,618 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,419,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$547,028 | PYOtherRevenueAmt |
| CY Other Revenue | $1,001,863 | CYOtherRevenueAmt |
| PY Total Revenue | $51,230,364 | PYTotalRevenueAmt |
| CY Total Revenue | $49,131,943 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,119,406 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,325,430 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,177,306 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,652,983 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,648,637 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,842,703 | PYOtherExpensesAmt |
| CY Other Expenses | $3,144,414 | CYOtherExpensesAmt |
| PY Total Expenses | $39,139,415 | PYTotalExpensesAmt |
| CY Total Expenses | $46,122,827 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,090,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,009,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $498,116,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $425,843,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,631,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,827,482 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $448,485,132 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $377,016,426 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE UNIVERSITY, ITS ACADEMIC PROGRAMS, AND ITS STUDENTS, AND TO FOSTER ALUMNI RELATIONS. SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,325,430 | ExpenseAmt |
| Grant | $36,325,430 | GrantAmt |
| Revenue | $3,951,017 | RevenueAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS. | Desc |
| Total Program Service Expenses | $36,325,430 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 70 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE KREIDLER CO CSMF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032733143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GERALD W GRANDEY | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HOWARD E JANZEN | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEVEN R ENGER | |||||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY A KEEGAN | |||||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA M STASH | |||||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW P SWIGER | |||||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERRANCE G TSCHATSCHULA | |||||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCES M VALLEJO | |||||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM M ZISCH | |||||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN WINKELBAUER | |||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $385,364 | $0 | $52,676 | ||||
| STEVE KREIDLER | |||||||||
| CHIEF BUSINESS OFFICER | 40.00 | Yes (X) | $230,180 | $0 | $25,688 | 1.00 | |||
| DOUG MAYO | |||||||||
| VP ADVANCEMENT | 40.00 | $222,995 | $0 | $32,810 | Yes (X) | ||||
| DEAN LAATT | |||||||||
| AVP DEVELOPMENT | 40.00 | $161,053 | $0 | $22,517 | Yes (X) | ||||
| REBECCA LEEWAYE | |||||||||
| AVP FINANCE , TREASURER | 40.00 | $144,350 | $0 | $22,458 | Yes (X) | ||||
| RICHARD GRAW | |||||||||
| SR.DIRECTOR LEADERSHIP GIVING | 40.00 | $140,477 | $0 | $28,309 | Yes (X) | ||||
| MICHAEL OBER | |||||||||
| SR.INFORMATION | 40.00 | $133,462 | $0 | $22,243 | Yes (X) | ||||
| EMILY KELTON | |||||||||
| AVP,CORP& FND | 40.00 | $126,709 | $0 | $25,812 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,544,590 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,513 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER ST SUITE 2100 | DENVER | CO | 80202 | INVESTMENT CONSULTING | $200,000 |
| COLORADO LEGISLATIVE SERVICES | |||||
| 1410 GRANT ST D110 | DENVER | CO | 80203 | LOBBY SERVICES | $117,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $30,759,573 | AllOtherContributionsAmt |
| Noncash Contributions | $2,310,193 | NoncashContributionsAmt |
| Total Contributions | $30,759,573 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEVELOPMENT FEE | 900099 | $2,320,000 | $2,320,000 |
| CSM SERVICE FEE | 900099 | $1,592,843 | $1,592,843 |
| ALUMNI RELATIONS | 900099 | $38,174 | $38,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,951,017 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,460,143 | TotalRevenueColumnAmt |
| Exclusion | $1,460,143 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,904 | TotalRevenueColumnAmt |
| Exclusion | $10,904 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,399,265 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,439,918 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,959,347 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,959,347 | TotalRevenueColumnAmt |
| Exclusion | $11,959,347 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMINISTRATION FEES | 523000 | $480,718 | $480,718 | |
| UNRELATED BUS. INCOME | 523000 | $438,640 | $438,640 | |
| OTHER INCOME/LOSS | 900099 | $71,601 | $71,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $990,959 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,131,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,503,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $438,640 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,430,394 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,325,430 | TotalAmt |
| Program Services | $36,325,430 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,797 | TotalAmt |
| Management And General | $382,781 | ManagementAndGeneralAmt |
| Fundraising | $623,016 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,575,383 | TotalAmt |
| Management And General | $864,064 | ManagementAndGeneralAmt |
| Fundraising | $3,711,319 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,048 | TotalAmt |
| Management And General | $45,646 | ManagementAndGeneralAmt |
| Fundraising | $179,402 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,754 | TotalAmt |
| Management And General | $86,563 | ManagementAndGeneralAmt |
| Fundraising | $386,191 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,001 | TotalAmt |
| Management And General | $78,126 | ManagementAndGeneralAmt |
| Fundraising | $295,875 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,339 | TotalAmt |
| Management And General | $49,339 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,135 | TotalAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
| Fundraising | $2,135 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,300 | TotalAmt |
| Management And General | $134,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,954 | TotalAmt |
| Management And General | $117,954 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,330 | TotalAmt |
| Management And General | $1,165,330 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,342 | TotalAmt |
| Management And General | $41,223 | ManagementAndGeneralAmt |
| Fundraising | $7,119 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,898 | TotalAmt |
| Fundraising | $260,898 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,027 | TotalAmt |
| Management And General | $23,396 | ManagementAndGeneralAmt |
| Fundraising | $204,631 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,562 | TotalAmt |
| Management And General | $39,498 | ManagementAndGeneralAmt |
| Fundraising | $178,064 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,040 | TotalAmt |
| Management And General | $548 | ManagementAndGeneralAmt |
| Fundraising | $235,492 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,778 | TotalAmt |
| Management And General | $46,951 | ManagementAndGeneralAmt |
| Fundraising | $1,827 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EVENTS | $392,321 | $392,321 | |
| PROFESSIONAL DEV. | $146,003 | $78,962 | $67,041 |
| PREMIUMS | $56,774 | $56,774 | |
| DUES & MEMBERSHIP | $18,830 | $18,830 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,781 | TotalAmt |
| Fundraising | $15,781 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,122,827 | TotalAmt |
| Program Services | $36,325,430 | ProgramServicesAmt |
| Management And General | $3,148,760 | ManagementAndGeneralAmt |
| Fundraising | $6,648,637 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,570,435 | BOYAmt |
| EOY | $1,459,774 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,285,888 | BOYAmt |
| EOY | $11,734,274 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,833,000 | BOYAmt |
| EOY | $16,755,340 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,853 | BOYAmt |
| EOY | $129,003 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,898,395 | BOYAmt |
| EOY | $272,369,974 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,380,471 | BOYAmt |
| EOY | $101,217,111 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,464,960 | BOYAmt |
| EOY | $1,379,006 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,497,394 | BOYAmt |
| EOY | $20,799,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,116,396 | BOYAmt |
| EOY | $425,843,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,721,038 | BOYAmt |
| EOY | $9,598,085 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,910,226 | BOYAmt |
| EOY | $39,229,397 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,631,264 | BOYAmt |
| EOY | $48,827,482 | 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 | $45,753,922 | BOYAmt |
| EOY | $27,820,190 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,731,210 | BOYAmt |
| EOY | $349,196,236 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,485,132 | BOYAmt |
| EOY | $377,016,426 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,116,396 | BOYAmt |
| EOY | $425,843,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,009,116 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$75,151,677 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $673,855 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $15,489,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,635,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,108,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,995,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,759,573 | CurrentTaxYearAmt |
| Total | $159,988,465 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,489,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,635,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,108,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,995,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,759,573 | CurrentTaxYearAmt |
| Total | $159,988,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $39,208,386 | SubstantialContributorsTotAmt |
| Public Support Total170 | $120,780,079 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,950,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,231,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,807,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $953,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,471,047 | CurrentTaxYearAmt |
| Total | $8,414,339 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $503,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $647,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $664,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $645,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $552,319 | CurrentTaxYearAmt |
| Total | $3,013,236 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $171,416,040 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,855,403 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69160 | 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, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 36,933. 2018 AMOUNT: $ 66,870. 2019 AMOUNT: $ 75,847. 2020 AMOUNT: $ 72,612. 2021 AMOUNT: $ 71,601. ADMINISTRATION FEES - 2017 AMOUNT: $ 466,404. 2018 AMOUNT: $ 580,987. 2019 AMOUNT: $ 588,802. 2020 AMOUNT: $ 572,462. 2021 AMOUNT: $ 480,718. | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,954 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,954 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,190,906 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,308,860 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $114,485 | CurrentYearMinus3Amt |
| Current Year Minus2 | $115,630 | CurrentYearMinus2Amt |
| Current Year Minus1 | $116,786 | CurrentYearMinus1Amt |
| Current Year | $117,954 | CurrentYearAmt |
| Total | $464,855 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $343,360,416 | BeginningYearBalanceAmt |
| Contributions | $35,409,140 | ContributionsAmt |
| Investment Earnings Or Losses | -$51,376,431 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,735,431 | OtherExpendituresAmt |
| End Year Balance | $307,657,694 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $242,903,234 | BeginningYearBalanceAmt |
| Contributions | $28,104,365 | ContributionsAmt |
| Investment Earnings Or Losses | $86,782,652 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,429,835 | OtherExpendituresAmt |
| End Year Balance | $343,360,416 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $245,261,227 | BeginningYearBalanceAmt |
| Contributions | $10,665,023 | ContributionsAmt |
| Investment Earnings Or Losses | $2,401,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,424,708 | OtherExpendituresAmt |
| End Year Balance | $242,903,234 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $251,722,534 | BeginningYearBalanceAmt |
| Contributions | $7,455,202 | ContributionsAmt |
| Investment Earnings Or Losses | $683,704 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,600,213 | OtherExpendituresAmt |
| End Year Balance | $245,261,227 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $239,819,147 | BeginningYearBalanceAmt |
| Contributions | $4,355,213 | ContributionsAmt |
| Investment Earnings Or Losses | $18,580,476 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,032,302 | OtherExpendituresAmt |
| End Year Balance | $251,722,534 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS INVESTMENTS | Desc |
| Book Value | $101,217,111 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $101,217,111 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST OBLIGATIONS | $1,249,565 |
| GIFT ANNUITY OBLIGATIONS | $3,120,520 |
| ASSETS HELD IN TRUST | $34,859,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,229,397 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$26,227,709 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$75,151,677 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $957,355 | OtherRevenueAmt |
| Revenue Not Reported | -$74,194,322 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,966,613 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,165,330 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,165,330 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $49,131,943 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,240,997 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $283,500 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $283,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $44,957,497 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,165,330 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,165,330 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,122,827 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SUPPORT FOR THE BENEFIT OF COLORADO SCHOOL OF MINES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN NET PRESENT VALUE OF SPLIT INTEREST AGREEMENTS 1,399,642. CHANGE IN INTEREST IN NET ASSETS OF PROPERTY MANAGEMENT CORP. -3,647. UNRELATED BUSINESS GAIN ON PASS-THROUGH ENTITIES -438,640. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 283,500. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $19,863,628 | 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 | $19,863,628 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,863,628 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SCHOOL OF MINES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 ILLINOIS STREET | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 846000551 | RecipientEIN |
| IRC Section | STATE OF CO | IRCSectionDesc |
| Cash Grant | $36,325,430 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE MADE TO COLORADO SCHOOL OF MINES AND ITS VARIOUS DEPARTMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN WINKELBAUER | ||||||||||||||
| PRESIDENT/CEO | $359,864 | $0 | $25,500 | $0 | $0 | $0 | $33,011 | $0 | $19,665 | $0 | $438,040 | $0 | $0 | $0 |
| STEVE KREIDLER | ||||||||||||||
| CHIEF BUSINESS OFFICER | $214,680 | $0 | $15,500 | $0 | $0 | $0 | $13,131 | $0 | $12,557 | $0 | $255,868 | $0 | $0 | $0 |
| DOUG MAYO | ||||||||||||||
| VP ADVANCEMENT | $212,495 | $0 | $10,500 | $0 | $0 | $0 | $13,145 | $0 | $19,665 | $0 | $255,805 | $0 | $0 | $0 |
| DEAN LAATT | ||||||||||||||
| AVP DEVELOPMENT | $153,553 | $0 | $7,500 | $0 | $0 | $0 | $9,481 | $0 | $13,036 | $0 | $183,570 | $0 | $0 | $0 |
| RICHARD GRAW | ||||||||||||||
| SR.DIRECTOR LEADERSHIP GIVING | $137,477 | $0 | $3,000 | $0 | $0 | $0 | $8,644 | $0 | $19,665 | $0 | $168,786 | $0 | $0 | $0 |
| REBECCA LEEWAYE | ||||||||||||||
| AVP FINANCE , TREASURER | $136,350 | $0 | $8,000 | $0 | $0 | $0 | $8,464 | $0 | $13,994 | $0 | $166,808 | $0 | $0 | $0 |
| MICHAEL OBER | ||||||||||||||
| SR.INFORMATION | $130,462 | $0 | $3,000 | $0 | $0 | $0 | $8,251 | $0 | $13,992 | $0 | $155,705 | $0 | $0 | $0 |
| EMILY KELTON | ||||||||||||||
| AVP,CORP& FND | $123,209 | $0 | $3,500 | $0 | $0 | $0 | $8,122 | $0 | $17,690 | $0 | $152,521 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | EMPLOYEE BONUSES DESCRIBED IN SCHEDULE J, PART II (OTHER THAN THE CEO BONUS) ARE DETERMINED BY THE SENIOR LEADERSHIP TEAM OF THE FOUNDATION USING EMPLOYEE ANNUAL EVALUATIONS, WHICH ARE COMPLETED IN JULY OF EACH YEAR. USING BASE SALARIES AND A SCORING SYSTEM BUILT INTO THE ANNUAL EVALUATION, THE SENIOR LEADERSHIP TEAM ASSIGNS BONUSES BASED ON THOSE SCORES. HIGHER SCORES WARRANT A LARGER BONUS RATE PER THE BASE SALARY AND SCORES BELOW A SET LEVEL DO NOT WARRANT ANY BONUS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS DETERMINE THE BONUS FOR THE CEO BASED ON SURVEY WORK CONDUCTED BY THE CHAIRMAN AND HR CHAIRMAN. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 64 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,310,193 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | THE FOUNDATION IS OPERATED INDEPENDENTLY OF THE UNIVERSITY FOR THE EXCLUSIVE PURPOSE OF SUPPORTING THE UNIVERSITY, ITS ACADEMIC PROGRAMS, AND ITS STUDENTS, AND FOSTERING ALUMNI RELATIONS. THE FOUNDATION EXISTS TO PROVIDE OPPORTUNITIES FOR STUDENTS AND A MARGIN OF INSTITUTIONAL EXCELLENCE UNAVAILABLE WITH STATE FUNDS ALONE. THE FOUNDATION RAISES AND RECEIVES CHARITABLE CONTRIBUTIONS FROM FRIENDS AND ALUMNI OF THE UNIVERSITY AND FROM THE GENERAL PUBLIC, MANAGES AND INVESTS THE CONTRIBUTED PROPERTY AND FUNDS, AND MAKES DISTRIBUTIONS TO THE UNIVERSITY IN SUPPORT OF THE UNIVERSITY'S MISSION AND PRIORITIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF BUSINESS OFFICER, ASSISTANT VP OF FINANCE, AND THE SENIOR ACCOUNTANT. PRIOR TO THE 990 BEING FILED WITH THE IRS A COPY IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW WITH THE EXCEPTION OF SCHEDULE B INFORMATION WHICH IS KEPT CONFIDENTIAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES AN ANNUAL AFFIRMATION FROM MEMBERS OF THE EXECUTIVE COMMITTEE, INVESTMENT COMMITTEE, AUDIT COMMITTEE, GIFT ACCEPTANCE COMMITTEE AND TO APPOINTED OFFICERS OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS ACTS AS THE FOUNDATION'S COMPENSATION COMMITTEE AND USES COMPARABILITY DATA, INCLUDING FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND OTHER MARKET REVIEWS, TO DETERMINE AND APPROVE COMPENSATION FOR SENIOR MANAGEMENT POSITIONS. THE DELIBERATION AND DECISION IS DOCUMENTED BY THE HUMAN RESOURCES DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET PRESENT VALUE OF SPLIT INTEREST AGREEMENTS 1,399,642. CHANGE IN NET ASSETS OF PROPERTY MANAGEMENT CORP -3,647. UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES -438,640. CANCELLATION OF PLEDGES -283,500. |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CSMF PROPERTY MANAGEMENT CORP | ||||||||||
| 1812 ILLINOIS STREET | GOLDEN | CO | 80401 | 841266930 | RE GIFTS | CO | 501(C)(3) | LINE 12A, I | N/A | 0 |
| CSM ALUMNI FOUNDATION INC | ||||||||||
| PO BOX 1410 | GOLDEN | CO | 80402 | 840363288 | TO BENEFIT CO SCHOOL OF MINES | CO | 501(C)(3) | LINE 5 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |