MISSISSIPPI STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MISSISSIPPI STATE UNIVERSITY FOUNDATION INC (EIN 64-0410581)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-05
- IRS object ID
- 202041269349301014
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-05T11:29:45-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Capitol Street Ste 500 | AddressLine1Txt |
| City | Jackson | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392012190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640410581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mississippi State University Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET CARRAWAY CFO | InCareOfNm |
| Business Name Control | MISS | BusinessNameControlTxt |
| Phone | 6623257000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Drawer 6149 | AddressLine1Txt |
| City | Mississippi State | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39762 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET CARRAWAY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6623257000 | PhoneNum |
| Signature | 2020-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Fatima Chase CPA | PreparerPersonNm |
| PTIN | P01677201 | PTIN |
| Phone | 6019486700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 64248120201265000036 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A0E8D6C4B5950E52DE464BEBEDA7C30598AEA7B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 823702202746770B51A67577CD28BFC4F54EFBFB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Janet Carraway | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Drawer 6149 | AddressLine1Txt |
| City | Mississippi State | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,176,762 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.msufoundation.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | Mississippi State University Foundation, Inc. is a non-profit organization that assists Mississippi State University in accomplishing its goals(see Schedule O for continuation) | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | -$1,348,513 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,348,513 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,750,240 | PYContributionsGrantsAmt |
| CY Contributions Grants | $43,316,315 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $52,340,365 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,752,318 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,240,279 | PYOtherRevenueAmt |
| CY Other Revenue | $4,108,129 | CYOtherRevenueAmt |
| PY Total Revenue | $94,330,884 | PYTotalRevenueAmt |
| CY Total Revenue | $65,176,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,517,444 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,446,331 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,600,309 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,803,810 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,042,062 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,868,745 | PYOtherExpensesAmt |
| CY Other Expenses | $9,915,542 | CYOtherExpensesAmt |
| PY Total Expenses | $40,986,498 | PYTotalExpensesAmt |
| CY Total Expenses | $46,165,683 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,344,386 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,011,079 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $543,740,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $570,922,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,252,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,453,086 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $530,487,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $553,469,689 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSISSIPPI STATE UNIVERSITY FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT ASSISTS MISSISSIPPI STATE UNIVERSITY IN ACCOMPLISHING ITS GOALS AND MISSION BY CULTIVATING AND SOLICITING PRIVATE SUPPORT AND ENSURING STEWARDSHIP FOR ALL CONTRIBUTIONS BENEFITTING MISSISSIPPI STATE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $32,355,706 | ExpenseAmt |
| Grant | $32,355,706 | GrantAmt |
| Desc | Grants to Mississippi State University. This includes amounts paid to Mississippi State University for scholarships and other requests such as research, teaching needs and other departmental requests. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,398,519 | ExpenseAmt |
| Grant | $1,398,519 | GrantAmt |
| Desc | Grants to Bulldog Club. This includes amounts paid to the Bulldog Club primarily for athletic needs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $692,106 | ExpenseAmt |
| Grant | $692,106 | GrantAmt |
| Desc | Grants to MSU Alumni Association. This includes amounts paid to the Alumni Association to supplement their program in servicing the alumni of Mississippi State University. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,446,331 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 |
| IRP Document | 321 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 79 | 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 | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET CARRAWAY CFO | PersonNm |
| Phone | 6623257000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTER HENRY BLVD | AddressLine1Txt |
| City | Mississippi State | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39762 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Richard C Adkerson | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James J Rouse | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LF Mallory Jr | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CW Ritter Jr | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Albert C Clark | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bobby P Martin | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| S Bryce Griffis | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Roderick A Moore | ||||||||
| Past-President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert P Bowen | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Diane Roberts | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John N Dowdle | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas G Hixon Sr | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bobby S Shackouls | ||||||||
| Past Chair of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| D Hines Brannan | ||||||||
| Chair of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Anthony Wilson | ||||||||
| Vice Chair of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Earnest W Deavenport Jr | ||||||||
| Past Chair of the Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard H Puckett Sr | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hassell Franklin | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Hall | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda F Parker | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Herbert V Johnson | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Timothy S Duncan | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gregory C Rader | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul Karre | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jay Pryor | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael W Sanders | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jan L Gwin | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard A Rula | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mike M McDaniel | ||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Thomas B Nusz | ||||||||
| Bulldog Club President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bradley M Reeves | ||||||||
| Alumni Association President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wilbert G Holliman Jr | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Malcolm B Lightsey Sr | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia M Stevens | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Turner A Wingo | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William B Berry | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Helen M Currie | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr John D Davis IV | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rodger L Johnson | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Rusty C Linton | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John R Lundy | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Janice I Nicholson | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| George D Pillow Jr | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wallace L Seal | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Allen K Sills Jr | ||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John P Rush | ||||||||
| Chief Executive Officer | 40.0 | 0.0 | $491,621 | $0 | $40,162 | Yes (X) | ||
| David D Easley | ||||||||
| Chief Financial Officer | 40.0 | 0.0 | $199,549 | $0 | $28,502 | Yes (X) | ||
| Jack R McCarty | ||||||||
| Secretary | 40.0 | 0.0 | $193,653 | $0 | $26,364 | Yes (X) | ||
| Judson H Skelton | ||||||||
| Director of Dev., CALS & RE | 40.0 | 0.0 | $137,682 | $0 | $18,121 | Yes (X) | ||
| Janet H Carraway | ||||||||
| Director of Finance and Budget | 40.0 | 0.0 | $143,492 | $0 | $21,190 | Yes (X) | ||
| Robert Jenkins | ||||||||
| Assoc. Athletic Dir. of Dev | 40.0 | 0.0 | $120,797 | $0 | $17,100 | Yes (X) | ||
| William B Evans | ||||||||
| Sr. Director of Dev. Eng. | 40.0 | 0.0 | $130,892 | $0 | $18,569 | Yes (X) | ||
| Vickie Brown | ||||||||
| Exec. Director of Info Svcs | 40.0 | 0.0 | $120,835 | $0 | $17,870 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,538,521 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $187,878 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| Dept 0608 PO Box 120608 | DALLAS | TX | 753120060 | Accounting | $122,700 |
| Hederman Brothers | |||||
| PO Box 1036 | MADISON | MS | 39130 | Printing | $110,183 |
| Tour Resources Consultants | |||||
| 12440 West 62nd Terrace Suite A | SHAWNEE | KS | 66216 | consulting | $109,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,456,929 | GovernmentGrantsAmt |
| All Other Contributions | $41,859,386 | AllOtherContributionsAmt |
| Noncash Contributions | $12,837,066 | NoncashContributionsAmt |
| Total Contributions | $43,316,315 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,953,142 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,348,513 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,301,655 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,029,663 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,029,663 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,029,663 | TotalRevenueColumnAmt |
| Exclusion | $1,029,663 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,149,086 | SecuritiesAmt |
| Other | -$349,910 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,799,176 | TotalRevenueColumnAmt |
| Exclusion | $11,799,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,078,466 | TotalRevenueColumnAmt |
| Exclusion | $3,078,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,078,466 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,176,762 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,348,513 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,208,960 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,446,331 | TotalAmt |
| Program Services | $34,446,331 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,725 | TotalAmt |
| Management And General | $148,005 | ManagementAndGeneralAmt |
| Fundraising | $145,720 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,931 | TotalAmt |
| Management And General | $314,830 | ManagementAndGeneralAmt |
| Fundraising | $259,101 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,626 | TotalAmt |
| Management And General | $326,392 | ManagementAndGeneralAmt |
| Fundraising | $549,234 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,528 | TotalAmt |
| Management And General | $32,592 | ManagementAndGeneralAmt |
| Fundraising | $27,936 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,112 | TotalAmt |
| Management And General | $20,834 | ManagementAndGeneralAmt |
| Fundraising | $14,278 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,700 | TotalAmt |
| Management And General | $90,700 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,165,644 | TotalAmt |
| Management And General | $3,165,644 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,225 | TotalAmt |
| Management And General | $410,429 | ManagementAndGeneralAmt |
| Fundraising | $274,796 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925 | TotalAmt |
| Fundraising | $925 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,848 | TotalAmt |
| Management And General | $336,311 | ManagementAndGeneralAmt |
| Fundraising | $496,537 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,996 | TotalAmt |
| Management And General | $1,889 | ManagementAndGeneralAmt |
| Fundraising | $107 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091 | TotalAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
| Fundraising | $2,033 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,241 | TotalAmt |
| Management And General | $49,757 | ManagementAndGeneralAmt |
| Fundraising | $197,484 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,944 | TotalAmt |
| Management And General | $743,944 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PURCHASED LABOR | $3,609,063 | $1,825,049 | $1,784,014 |
| TRANSFERS | $295,773 | $142,018 | $153,755 |
| DUES & SUBSCRIPTIONS | $91,741 | $39,406 | $52,335 |
| MEALS AND ENTERTAINMENT | $47,101 | $23,785 | $23,316 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,138 | TotalAmt |
| Management And General | $4,647 | ManagementAndGeneralAmt |
| Fundraising | $60,491 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,165,683 | TotalAmt |
| Program Services | $34,446,331 | ProgramServicesAmt |
| Management And General | $7,677,290 | ManagementAndGeneralAmt |
| Fundraising | $4,042,062 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,380,254 | BOYAmt |
| EOY | $10,206,634 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,924,754 | BOYAmt |
| EOY | $32,250,143 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $207,070 | BOYAmt |
| EOY | $302,310 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,117,759 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,206,162 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,432,732 | BOYAmt |
| EOY | $44,911,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,795,811 | BOYAmt |
| EOY | $483,252,091 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,740,621 | BOYAmt |
| EOY | $570,922,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,573 | BOYAmt |
| EOY | $1,435,999 | 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 | $50,000 | BOYAmt |
| EOY | $377,144 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,430,125 | BOYAmt |
| EOY | $15,639,943 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,252,698 | BOYAmt |
| EOY | $17,453,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,807,487 | BOYAmt |
| EOY | $42,508,689 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,911,931 | BOYAmt |
| EOY | $121,072,503 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,768,505 | BOYAmt |
| EOY | $389,888,497 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,487,923 | BOYAmt |
| EOY | $553,469,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,740,621 | BOYAmt |
| EOY | $570,922,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,011,079 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,970,687 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $37,021,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,446,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,617,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,750,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,316,315 | CurrentTaxYearAmt |
| Total | $203,151,915 | 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 | $37,021,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,446,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,617,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,750,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,316,315 | CurrentTaxYearAmt |
| Total | $203,151,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,611,577 | SubstantialContributorsTotAmt |
| Public Support Total170 | $183,540,338 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,737,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,221,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,652,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,305,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,953,142 | CurrentTaxYearAmt |
| Total | $49,870,041 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,368,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,330,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,643,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,695,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,078,466 | CurrentTaxYearAmt |
| Total | $13,116,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $266,138,262 | TotalSupportAmt |
| Public Support CY170 | 0.68964 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64700 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $71,295 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $71,295 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, line 1: | FormAndLineReferenceDesc |
| Explanation | Lobbying expenses were incurred primarily through the entertainment of legislators and government officials while informing them of university needs and priorities. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $374,631,086 | BeginningYearBalanceAmt |
| Contributions | $15,461,090 | ContributionsAmt |
| Investment Earnings Or Losses | $18,637,899 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,291,684 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,118 | OtherExpendituresAmt |
| End Year Balance | $395,435,273 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,199,812 | BeginningYearBalanceAmt |
| Contributions | $12,276,543 | ContributionsAmt |
| Investment Earnings Or Losses | $22,295,964 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,126,246 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,985,013 | OtherExpendituresAmt |
| End Year Balance | $374,631,086 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $328,315,933 | BeginningYearBalanceAmt |
| Contributions | $8,377,346 | ContributionsAmt |
| Investment Earnings Or Losses | $28,857,976 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,010,451 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$4,659,008 | OtherExpendituresAmt |
| End Year Balance | $354,199,812 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $340,903,623 | BeginningYearBalanceAmt |
| Contributions | $14,801,649 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,862,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,993,896 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$1,466,587 | OtherExpendituresAmt |
| End Year Balance | $328,315,933 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $331,806,539 | BeginningYearBalanceAmt |
| Contributions | $5,188,428 | ContributionsAmt |
| Investment Earnings Or Losses | $407,482 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,420,598 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$2,885,105 | OtherExpendituresAmt |
| End Year Balance | $326,866,956 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12670 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $34,594,669 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $192,500 | OtherCostOrOtherBasisAmt |
| Book Value | $34,787,169 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,955,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,492,630 | DepreciationAmt |
| Book Value | $5,462,857 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,375,103 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,713,532 | DepreciationAmt |
| Book Value | $4,661,571 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $44,911,597 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON-POOLED PLANNED GIVING INV | $50,787,293 | F |
| NATURAL RESOURCES | $12,183,889 | F |
| SHORT-TERM INVESTMENTS | $8,094,707 | F |
| CASH SURR VAL OF LIFE INS | $1,886,091 | F |
| INVESTMENT IN MSIP | $2,171,624 | F |
| AGILITY COMPREHENSIVE SOLUTION | $408,128,487 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $483,252,091 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIAB UNDER SPLIT INTEREST AGRE | $8,610,130 |
| AGENCY PAYABLE | $6,683,375 |
| PAYABLE TO MISSISSIPPI STATE U | $346,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,639,943 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $67,761,499 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,970,687 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,165,644 | OtherRevenueAmt |
| Revenue Not Reported | $805,043 | RevenueNotReportedAmt |
| Revenue Subtotal | $66,956,456 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,779,694 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,779,694 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $65,176,762 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,000,039 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $43,000,039 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,165,644 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,165,644 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,165,683 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 1: | There was a change in the prior year endowment fund activity. The amounts have been adjusted to reflect what was reported on the consolidated audited financial statements for the years ended June 30, 2019 and 2018. |
| Part V, Line 4: | The vast majority (approximately 95 percent) of Mississippi State University Foundation's (MSU Foundation) endowment is classified as either "permanently restricted"temporarily restricted the earnings from these restricted endowments support Mississippi State University in ways specified by individual and corporate donors in written gift agreements on file with MSU Foundation. The earnings from MSU Foundation's unrestricted endowment (approximately 5 percent of the total) is used to partially support the daily operations of MSU Foundation. |
| Part X, Line 2: | As of June 30, 2019, there were no material uncertain tax positions. |
| Part XI, Line 2d: | Investment management fees of ($3,165,644) were netted with investment income on the financial statements but included in expense on Form 990. |
| Part XI, Line 4b: | Elimination of subsidiaries ($1,779,694) |
| Part XII, Line 4b: | Investment management fees of $3,165,644 were netted with investment income on the financial statements but included in expense on Form 990. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Mississippi State University | |||||||
| PO Drawer BT | Mississippi State | MS | 39762 | 646000819 | MS | $32,355,706 | See Part IV |
| Bulldog Club | |||||||
| PO Box 5227 | Mississippi State | MS | 39762 | 510163622 | 501(c)(3) | $1,398,519 | See Part IV |
| MSU Alumni Association | |||||||
| PO Box AA | Mississippi State | MS | 39762 | 582006453 | 501(c)(3) | $692,106 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The MSU Foundation monitors expenditures of funds, serves on scholarship committees and becomes involved in other numerous ways. |
| Part II, Column (h): | Mississippi State University - Provide funds for learning/scholarships, service and research Bulldog Club - Provide contributed funds designated to support the MSU Athletic Programs MSU Alumni Association - Provide funds to the organization to help support MSU through programs and activities for alumni |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| John P Rush | |||||
| Chief Executive Officer | $405,214 | $77,769 | $8,638 | $40,162 | $531,783 |
| David D Easley | |||||
| Chief Financial Officer | $171,094 | $28,455 | $28,502 | $228,051 | |
| Jack R McCarty | |||||
| Secretary | $167,268 | $26,385 | $26,364 | $220,017 | |
| Judson H Skelton | |||||
| Director of Dev., CALS & RE | $114,164 | $23,518 | $18,121 | $155,803 | |
| Janet H Carraway | |||||
| Director of Finance and Budget | $122,337 | $21,155 | $21,190 | $164,682 | |
| Robert Jenkins | |||||
| Assoc. Athletic Dir. of Dev | $103,957 | $16,840 | $17,100 | $137,897 | |
| William B Evans | |||||
| Sr. Director of Dev. Eng. | $108,646 | $22,246 | $18,569 | $149,461 | |
| Vickie Brown | |||||
| Exec. Director of Info Svcs | $104,332 | $16,503 | $17,870 | $138,705 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I: | The organization has an incentive compensation program whereby an individual is paid a percentage of their salary as incentive compensation when certain benchmarks set by the organization are met. The incentive compensation is grossed up for taxes so that the individual receives a percentage of their salary after taxes. |
| Schedule J, Part II: | Compensation listed in Part II, Column (b)(i) & (iii) was paid by Mississippi 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 | $5,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,174 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,715 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 60 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,532,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Quote | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $470,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $358,251 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $87,392 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Livestock | 6 | $82,000 | FMV |
| Yes (X) | Equipment | 20 | $461,274 | FMV |
| Yes (X) | LANDSCAPING | 2 | $44,250 | FMV |
| Yes (X) | MISCELLANEOUS | 7 | $47,660 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | The Foundation hires a stock broker and real estate agents to sell stock and real estate that is given. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Page 1, Part I, Line 1: | and mission by cultivating and soliciting private support and ensuring stewardship for all contributions benefitting Mississippi State University. |
| Form 990, Page 6, Part VI, Section A, Line 2: | BOBBY SHACKOULS AND THOMAS NUSZ - BUSINESS RELATIONSHIP |
| Form 990, Page 6, Part VI, Section B, Line 11b: | THE FOUNDATION'S EXECUTIVE COMMITTEE CONDUCTS THE PRIMARY INSPECTION OF THE FORM 990. THE FULL BOARD OF DIRECTORS TYPICALLY REVIEWS IT AT ITS ANNUAL SPRING MEETING. HOWEVER, DUE TO THE CANCELLATION OF THE 2020 SPRING MEETING, THE EXECUTIVE COMMITTEE REVIEWED IT BY CONFERENCE CALL AND THE REMAINING BOARD MEMBERS INDIVIDUALLY REVIEWED THE FORM 990 AND PROVIDED COMMENTS PRIOR TO ITS FILING. IT IS NORMALLY AVAILABLE FOR INSPECTION NO FEWER THAN 14 DAYS PRIOR TO THE SCHEDULED SPRING MEETING. |
| Form 990, Page 6, Part VI, Section B, Line 12c: | At least annually, each member of the board of directors and each officer shall complete, sign, and furnish to the foundation a disclosure form specifying any conflicts of interest. Any person failing to furnish the form may not participate in any board or committee meeting and may be subject to dismissal from the board for any continuing failure. The form is reviewed by the secretary. If a conflict exists, the transaction that gave rise to the conflict shall be presented by the interested person and investigated by the remaining disinterested persons to see if a more appropriate transaction is available. The interested person is not present during the discussion of, and the vote on, the transaction that results in the conflict of interest. |
| Form 990, Page 6, Part VI, Section B, Line 15: | COMPENSATION WAS REVIEWED IN 2007 AND APPROVED BY THE BOARD OF TRUSTEES OF STATE INSTITUTIONS OF HIGHER LEARNING AS DOCUMENTED IN THE BOARD MEETING; THIS COMPENSATION PACKAGE WAS MODIFIED IN 2010 TO INCLUDE INCENTIVE COMPENSATION. IT WAS FURTHER MODIFIED IN 2016 AFTER A REVIEW WITH THE MSU FOUNDATION COMPENSATION COMMITTEE IN CONSULTATION WITH A COMPENSATION CONSULTANT. THIS MODIFICATION WAS APPROVED BY THE BOARD OF TRUSTEES OF STATE INSTITUTIONS OF HIGHER LEARNING IN 2017. THE TOTAL COMPENSATION IS CONTINUALLY REVIEWED BY THE FOUNDATION'S COMPENSATION COMMITTEE WITH THE ASSISTANCE OF THE COMPENSATION CONSULTANT, CHAIRMAN AND EXECUTIVE COMMITTEE OF FOUNDATION, PRESIDENT OF MISSISSIPPI STATE UNIVERSITY AND THE HUMAN RESOURCES DEPARTMENT AT MISSISSIPPI STATE UNIVERSITY. A CONSULTANT FROM WATSON WILLIS TOWER PROVIDES ONGOING COUNSEL ON NATIONAL SALARIES TO INSURE THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGE. |
| Form 990, Page 6, Part VI, Section C, Line 19: | The Mississippi State University Foundation's audited financial statements are available on its website. Governing documents and conflict of interest policy are available upon request. |
| Form 990, Page 9, Part VIII, Line 7D: | A BREAKOUT OF PROCEEDS AND BASIS IS NOT READILY AVAILABLE. THEREFORE, ONLY A TOTAL FOR GAIN OR LOSS IS BEING REPORTED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maroon Air LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 6149 | AddressLine1Txt |
| City | mississippi state | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831311391 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $4,655,903 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS State Investment Pool | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 423 Mississippi | AddressLine1Txt |
| City | State | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640869097 | EIN |
| Primary Activities | Investments | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | investment | PredominantIncomeTypeTxt |
| Share Of Total Income | $13,597,017 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $380,685,743 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | -$1,348,513 | UBICodeVAmt |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.89970 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust (16) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable Tr | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
| 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Mississippi State Investment Pool | ||
| b | $16,122,353 | FMV |
| Mississippi State Investment Pool | ||
| s | $9,663,003 | FMV |