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METROPOLITAN STATE UNIVERSITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
METROPOLITAN STATE UNIVERSITY FOUNDATION (EIN 23-7296162)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-03-11
IRS object ID
202000719349300125
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-11T11:23:45-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410996210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILKERSON GUTHMANN & JOHNSON LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11210 WEST COUNTY ROAD E STE 100AddressLine1Txt
CityARDEN HILLSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237296162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMETRBusinessNameControlTxt
Phone6517931805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZEESHAN BAIGPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6517931805PhoneNum
Signature2020-02-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J GEORGESPreparerPersonNm
PTINP01209197PTIN
Phone6512221801PhoneNum
Preparation2020-02-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.160.106.33IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-26IPDt
IP Tm15:23:22IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5A238B61F4359EC16CB64C7A69632C1AD14BC1EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRITA DIBBLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$777,134GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.METROSTATE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO GENERATE PUBLIC AND PRIVATE SUPPORT AND AWARENESS FOR METROPOLITAN STATE UNIVERSITY.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers105TotalVolunteersCnt
Total Gross UBI$2,167TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$625NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,391,770PYContributionsGrantsAmt
CY Contributions Grants$614,907CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$103,139PYInvestmentIncomeAmt
CY Investment Income$127,118CYInvestmentIncomeAmt
PY Other Revenue$50,389PYOtherRevenueAmt
CY Other Revenue$35,109CYOtherRevenueAmt
PY Total Revenue$1,545,298PYTotalRevenueAmt
CY Total Revenue$777,134CYTotalRevenueAmt
PY Grants And Similar Paid$745,219PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,178,380CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,975CYTotalFundraisingExpenseAmt
PY Other Expenses$136,048PYOtherExpensesAmt
CY Other Expenses$186,906CYOtherExpensesAmt
PY Total Expenses$881,267PYTotalExpensesAmt
CY Total Expenses$1,365,286CYTotalExpensesAmt
PY Revenues Less Expenses$664,031PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$588,152CYRevenuesLessExpensesAmt
Total Assets BOY$7,975,976TotalAssetsBOYAmt
Total Assets EOY$7,698,013TotalAssetsEOYAmt
Total Liabilities BOY$118,832TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,656TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,857,144NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,527,357NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO GENERATE MAXIMUM PUBLIC AWARENESS, GOVERNMENTAL AND PRIVATE SUPPORT FOR METROPOLITAN STATE UNIVERSITY, AND TO ASSIST THE UNIVERSITY IN ITS DEVELOPMENT AS A COMPREHENSIVE URBAN UNIVERSITY IN THE TWIN CITIES METROPOLITAN AREA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$908,726ExpenseAmt
Grant$908,726GrantAmt
DescTO PROVIDE SUPPORT TO THE VARIOUS UNIVERSITY ACADEMIC PROGRAMS AND SPECIAL INITIATIVES, ENABLING THE FURTHER STRENGTHENING OF THESE PROGRAMS. SIGNIFICANT PROGRAMS DEVELOPED AND ASSISTED WERE THE GROW IT CENTER, WHICH GENERATES SHARES AND ARCHIVES KNOWLEDGE ABOUT BEST PRACTICES IN SUSTAINABLE URBAN AGRICULTURE AND THE PATHWAYS PROGRAM, WHICH PROVIDES CAREER SUPPORT FOR STUDENTS WITH AN INTEREST IN THE INSURANCE INDUSTRY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$269,654ExpenseAmt
Grant$269,654GrantAmt
DescTO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THE FOUNDATION'S PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 288 SCHOLARSHIPS WERE AWARDED THIS YEAR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$11,461ExpenseAmt
DescTHE ALUMNI ASSOCIATION IS TO GENERATE MAXIMUM PUBLIC AWARENESS FOR THE UNIVERSITY, TO RECOGNIZE THE ACCOMPLISHMENTS AND CONTRIBUTIONS OF ALUMNI AND FACULTY, INSPIRE PROSPECTIVE STUDENTS TO ATTEND THE UNIVERSITY, COLLABORATE WITH THE UNIVERSITY IN ITS EFFORT TO BUILD RELATIONSHIPS WITH ALUMNI AND CONSTITUENCY, AND HELP STUDENTS FOSTER A LIFELONG RELATIONSHIP WITH THE UNIVERSITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$43,564ExpenseAmt
DescTO PROVIDE SUPPORT TO OPERATE THE FOUNDATION INCLUDING FUNDRAISING SUPPORT AND DISCRETIONARY FUNDS TO ASSIST THE UNIVERSITY IN MEETING OBLIGATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$43,564TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,233,405TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RITA DIBBLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6517931805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STREETAddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL LANGELY
CHAIR1.00Yes (X)Yes (X)$0$0$0
RICHARD SMITH
VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
ZEESHAN BAIG
TREASURER0.50Yes (X)Yes (X)$0$0$0
CHRISTINE BOESE
TRUSTEE0.50Yes (X)$0$0$0
WENDY BREKKEN
TRUSTEE0.10Yes (X)$0$0$0
TERI CALDERON
TRUSTEE0.50Yes (X)$0$0$0
ROBERT CARTER
TRUSTEE0.10Yes (X)$0$0$0
JOSEPH ELLIS
TRUSTEE0.10Yes (X)$0$0$0
OCHEN KAYLAN
TRUSTEE0.50Yes (X)$0$0$0
GREGORY LAIS
TRUSTEE0.50Yes (X)$0$0$0
MICHAEL O'CONNOR
TRUSTEE0.10Yes (X)$0$0$0
MIKE PARRISH
TRUSTEE0.10Yes (X)$0$0$0
COLIN PARTRIDGE
TRUSTEE0.10Yes (X)$0$0$0
CARMEN A T SHIELDS
TRUSTEE0.05Yes (X)$0$0$0
CRAIG VINJE
TRUSTEE0.10Yes (X)$0$0$0
RITA DIBBLE
OFFICER40.00Yes (X)$0$151,550$33,616
DEB VOS
ASSOC VP FOR UNIV ADV40.00$0$100,381$19,328Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$251,931TotReportableCompRltdOrgAmt
Total Other Compensation$52,944TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$614,907AllOtherContributionsAmt
Noncash Contributions$41,908NoncashContributionsAmt
Total Contributions$614,907TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,118TotalRevenueColumnAmt
Exclusion$127,118ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMINISTRATIVE FEES561000$22,682$22,682
ALUMNI ASSN ROYALTIES900004$10,260$10,260
ALUMNI ASSN COMMISSION623990$2,167$2,167
FieldValueIRS element (for citing)
Other Revenue Total$35,109OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$777,134TotalRevenueColumnAmt
Related Or Exempt Func Income$22,682RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,167UnrelatedBusinessRevenueAmt
Exclusion$137,378ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$908,726TotalAmt
Program Services$908,726ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$269,654TotalAmt
Program Services$269,654ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,246TotalAmt
Management And General$21,246ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$70,275TotalAmt
Management And General$70,275ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,253TotalAmt
Management And General$2,253ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
DEVELOPMENT STAFF SUPPO$43,062$43,062
FUNDRAISING EVENTS & PU$31,413$31,413
OTHER ALUMNI ASSOCIATIO$11,561$11,461$100
MISCELLANEOUS$7,096$502$3,462$3,132

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,365,286TotalAmt
Program Services$1,233,405ProgramServicesAmt
Management And General$96,906ManagementAndGeneralAmt
Fundraising$34,975FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$235,590BOYAmt
EOY$68,692EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,782BOYAmt
EOY$15,823EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$662,142BOYAmt
EOY$526,250EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,003BOYAmt
EOY$1,493EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,060,459BOYAmt
EOY$7,085,755EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,975,976BOYAmt
EOY$7,698,013EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$95,361BOYAmt
EOY$168,656EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,471BOYAmt
EOY$2,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$118,832BOYAmt
EOY$170,656EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$550,784BOYAmt
EOY$604,509EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,582,276BOYAmt
EOY$2,008,848EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,724,084BOYAmt
EOY$4,914,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,857,144BOYAmt
EOY$7,527,357EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,975,976BOYAmt
EOY$7,698,013EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$588,152ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$258,365NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$676,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$807,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,663,290CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,391,769CurrentTaxYearMinus1YearAmt
Current Tax Year$614,907CurrentTaxYearAmt
Total$6,153,189TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$676,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$807,147CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,663,290CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,391,769CurrentTaxYearMinus1YearAmt
Current Tax Year$614,907CurrentTaxYearAmt
Total$6,153,189TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,124,889SubstantialContributorsTotAmt
Public Support Total170$3,028,300PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$216,553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$149,808CurrentTaxYearMinus1YearAmt
Current Tax Year$160,060CurrentTaxYearAmt
Total$728,024TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,996CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,500CurrentTaxYearMinus1YearAmt
Current Tax Year$2,167CurrentTaxYearAmt
Total$9,786TotalAmt
FieldValueIRS element (for citing)
Total Support$6,890,999TotalSupportAmt
Public Support CY1700.43950PublicSupportCY170Pct
Public Support PY1700.42500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,850DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,550DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,300DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl0DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps0DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,650,354BeginningYearBalanceAmt
Contributions$190,003ContributionsAmt
Investment Earnings Or Losses$288,098InvestmentEarningsOrLossesAmt
Grants Or Scholarships$111,693GrantsOrScholarshipsAmt
End Year Balance$6,016,762EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,165,796BeginningYearBalanceAmt
Contributions$290,716ContributionsAmt
Investment Earnings Or Losses$285,694InvestmentEarningsOrLossesAmt
Grants Or Scholarships$91,852GrantsOrScholarshipsAmt
End Year Balance$5,650,354EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,192,776BeginningYearBalanceAmt
Contributions$1,730,865ContributionsAmt
Investment Earnings Or Losses$343,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,845GrantsOrScholarshipsAmt
End Year Balance$5,165,796EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,192,313BeginningYearBalanceAmt
Contributions$156,900ContributionsAmt
Investment Earnings Or Losses-$74,699InvestmentEarningsOrLossesAmt
Grants Or Scholarships$81,738GrantsOrScholarshipsAmt
End Year Balance$3,192,776EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,183,753BeginningYearBalanceAmt
Contributions$36,912ContributionsAmt
Investment Earnings Or Losses$62,185InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,537GrantsOrScholarshipsAmt
End Year Balance$3,192,313EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSCHOLARSHIPS PAYABLEDesc
Amt$2,000Amt
FieldValueIRS element (for citing)
Total Liability$2,000TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,559,287TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$258,365NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$523,788DonatedServicesAndUseFcltsAmt
Revenue Not Reported$782,153RevenueNotReportedAmt
Revenue Subtotal$777,134RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$777,134TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,889,074TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$523,788DonatedServicesUseFcltsAmt
Expenses Not Reported$523,788ExpensesNotReportedAmt
Expenses Subtotal$1,365,286ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,365,286TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR STUDENT SCHOLARSHIPS AND ACADEMIC PROGRAM SUPPORT.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST 7TH STREETAddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Recipient EIN416007162RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$908,726CashGrantAmt
Purpose Of GrantTO SUPPORT THE UNIVERSITY (SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS)PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR INDIVIDUALS ATTENDING METROPOLITAN STATE UNIVERSITYGrantTypeTxt
Recipient288RecipientCnt
Cash Grant$269,654CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTUDENTS APPLY FOR SCHOLARSHIPS USING AN APPLICATION FORM. THIS FORM IS REVIEWED BY SCHOLARSHIP COMMITTEES IN CONJUNCTION WITH INFORMATION FROM THE FINANCIAL AID OFFICE. DOCUMENTATION IS KEPT ON ALL AWARDS MADE INCLUDING RECIPIENT NAME, AMOUNT AND WHICH SCHOLARSHIP WAS RECEIVED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRITA DIBBLEPersonNm
TitleOFFICERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$151,550CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$11,586DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$22,030NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$185,166TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$22,008NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOTHER NON-CASH CONTRIBUTIONSDesc
Contribution7ContributionCnt
Noncash Contributions Rpt F990$19,900NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4BY-LAWS WERE AMENDED TO DEFINE THE MISSION AND PURPOSE OF THE ORGANIZATION, SET ATTENDANCE EXPECTIONS OF BOARD MEMBERS, CLARIFY WHAT CONSTITUTES A QUORUM, DEFINE OFFICER ROLES, DEFINE COMMITTEE STRUCTURE, AND ADDED ARTICLE XI - CORPORATE DISSOLUTION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PRESENTED TO THE FOUNDATION'S FINANCE AND AUDIT COMMITTEE FOR REVIEW. THE FINANCE AND AUDIT COMMITTEE IS GIVEN THE OPPORTUNITY TO COMMENT AND IS ULTIMATELY GIVEN THE CHARGE TO APPROVE FOR SUBMISSION ON BEHALF OF THE METROPOLITAN STATE UNIVERSITY FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 12CMANAGEMENT REGULARLY AND CONSISTENTLY MONITORS THIS POLICY WITH CURRENT BOARD MEMBERS. IF A CONFLICT OF INTEREST SITUATION IS IDENTIFIED, PROCEDURES ARE IN PLACE FOR FULL ENFORCEMENT OF COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST 7TH STREETAddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
EIN416007162EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)(II)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
METROPOLITAN STATE UNIVERSITY
P$1,178,380CASH
METROPOLITAN STATE UNIVERSITY
L$34,975CASH
METROPOLITAN STATE UNIVERSITY
N$120,875CALCULATED/STATE GUIDELINES
METROPOLITAN STATE UNIVERSITY
O$402,913CASH
METROPOLITAN STATE UNIVERSITY
Q$523,788SALARY AMOUNT/STATE GUIDELINES