RUTGERS UNIVERSITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RUTGERS UNIVERSITY FOUNDATION (EIN 23-7318742)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-08
- IRS object ID
- 201821289349302137
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T14:24:33-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237318742 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTGERS UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTG | BusinessNameControlTxt |
| Phone | 8489328020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 George Street | AddressLine1Txt |
| City | NEW BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIStopher P ZRALY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7329322076 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2018-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CHRIStopher P ZRALY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 ALBANY STREET SUITE 201 | AddressLine1Txt |
| City | NEW BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $178,210,852 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUPPORT.RUTGERS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY, AND HELP IT (continued on schedule o) ATTAIN EXCELLENCE IN EDUCATION, RESEARCH AND PUBLIC SERVICE BY BUILDING RELATIONSHIPS WITH SUPPORTERS TO RAISE MONEY FOR RUTGERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 58 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 58 | VotingMembersIndependentCnt |
| Total Employee | 218 | TotalEmployeeCnt |
| Total Volunteers | 96 | TotalVolunteersCnt |
| Total Gross UBI | $16,442 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$13,487 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $109,791,010 | PYContributionsGrantsAmt |
| CY Contributions Grants | $127,572,245 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,773,065 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,058,403 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,622,025 | PYInvestmentIncomeAmt |
| CY Investment Income | $493,192 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,773,283 | PYOtherRevenueAmt |
| CY Other Revenue | $24,607,533 | CYOtherRevenueAmt |
| PY Total Revenue | $131,959,383 | PYTotalRevenueAmt |
| CY Total Revenue | $157,731,373 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $120,167,785 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $114,647,856 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,465,352 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,725,725 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,637,710 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,931,662 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,301,063 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,547,928 | PYOtherExpensesAmt |
| CY Other Expenses | $10,798,201 | CYOtherExpensesAmt |
| PY Total Expenses | $148,818,775 | PYTotalExpensesAmt |
| CY Total Expenses | $142,103,444 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$16,859,392 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,627,929 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,486,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,291,655 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,241,924 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,894,888 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,244,763 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,396,767 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOLE MISSION OF THE RUTGERS UNIVERSITY FOUNDATION, SINCE ITS FOUNDING IN 1973, IS TO SUPPORT RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY, AND HELP IT ATTAIN EXCELLENCE IN EDUCATION, RESEARCH, AND PUBLIC SERVICE (CONTINUED ON SCHEDULE O) BY BUILDING RELATIONSHIPS WITH ALUMNI, PARENTS, FRIENDS, CORPORATIONS, FOUNDATIONS, AND OTHER SUPPORTERS, THE FOUNDATION RAISES MONEY FOR, AND MATCHES DONORS INTERESTS TO, RUTGERS PRIORITIES, AS SET FORTH BY UNIVERSITY LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $129,021,697 | ExpenseAmt |
| Grant | $114,647,856 | GrantAmt |
| Revenue | $29,448,572 | RevenueAmt |
| Desc | THE RUTGERS UNIVERSITY FOUNDATION RAISES FUNDS TO MEET UNIVERSITY NEEDS AND SUPPLEMENT STATE, FEDERAL AND OTHER SOURCES FOR STUDENTS AND LEARNING INCLUDING SCHOLARSHIPS AND PROGRAMS, FACULTY AND RESEARCH, CAMPUSES AND FACILITIES, AND UNIVERSITY AND COMMUNITY PROGRAMS. | Desc |
| Total Program Service Expenses | $129,021,697 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 88 | IRPDocumentCnt |
| IRP Document W2 G | 7 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 218 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 58 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 58 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | christopher p zraly | PersonNm |
| Phone | 8489328020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 George Street | AddressLine1Txt |
| City | NEW BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Alan M Crosta Jr | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan Michels | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Towers | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Arthur Certosimo | ||||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Atiya Aftab | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin S Wolfe | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Beverly Aisenbrey | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian D Perkins | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Bingham | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles Chang | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Chuck Chaplin | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel DiFilippo | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Reinhardt | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Harris | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dorian J Wilson | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DUNCAN L MACMILLAN | ||||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Gary M Rodkin | ||||||||
| Vice chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Greg Brown | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Harriett Druskin | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J Michael Gower | ||||||||
| treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| James Dougherty | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Maida | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Moroney | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joyce Albers-Schonberg | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Keith Banks | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth D Lawrence | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Schmidt | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin D McGrath | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Louise Perrin | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lucas J Visconti | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark P Hershhorn | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Marlene A Tepper | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Papamarkou | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mia Christine Park | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael N Goodkind | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Profeta | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter D Cherasia | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter W Gibson | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Philip Scalo | ||||||||
| Vice chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robert E Mortensen | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Falzon | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert L Barchi | ||||||||
| ex-officio/Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald D Wilson | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Garutti | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott E White | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sharon E Karmazin | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven B Boehm | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven H Temares | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven M Darien | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Subha Barry | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Reale | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry S Bienstock | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy Farrow | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy L Whiteside | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Vaughn L McKoy | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Wendy Cai-Lee | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William E Best | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William V Giaconia | ||||||||
| Overseer | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARLENE ROSOL | ||||||||
| Assistant Secretary | 37.50 | $52,306 | $0 | $18,298 | Yes (X) | |||
| Christopher P Zraly | ||||||||
| Associate Treasurer | 37.50 | $196,280 | $0 | $17,408 | Yes (X) | |||
| Nevin E Kessler | ||||||||
| ex-officio/PRESIDENT | 37.50 | $0 | $0 | $0 | Yes (X) | |||
| Susan Catania | ||||||||
| Assistant Secretary | 37.50 | $64,626 | $0 | $8,798 | Yes (X) | |||
| Julie D Cummings | ||||||||
| Vice President | 37.50 | $192,756 | $0 | $19,210 | Yes (X) | |||
| Susan C Dolbert | ||||||||
| Vice president | 37.50 | $250,983 | $0 | $36,981 | Yes (X) | |||
| Denise Gavala | ||||||||
| Assoc. Vice President | 37.50 | $182,933 | $0 | $26,674 | Yes (X) | |||
| Herbert Masloff | ||||||||
| Assoc. Vice President | 37.50 | $154,382 | $0 | $44,153 | Yes (X) | |||
| KURT J HINRICHSEN | ||||||||
| ASSOc. Vice President | 37.50 | $224,742 | $0 | $33,006 | Yes (X) | |||
| Michael J Marion | ||||||||
| Associate Vice president | 37.50 | $146,211 | $0 | $53,290 | Yes (X) | |||
| Timothy Gale | ||||||||
| Director of Development | 37.50 | $152,402 | $0 | $24,292 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,617,621 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $282,110 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | |||||
| PO Box 718 | Des Moines | IA | 503030718 | Char. solic. & fndrsng | $1,225,186 |
| STEVENS & LEE | |||||
| 100 LENOX DRIVE SUITE 200 | LAWRENCEVILLE | NJ | 08648 | LEGAL SERVICES | $313,514 |
| Uprising Technology Inc | |||||
| PO Box A3594 | Chicago | IL | 60690 | Information Technology Consulting | $166,951 |
| James Lyddy dba James P Lyddy PHD LLC | |||||
| 810 Greenwood Drive | Spring Lake Heights | NJ | 07762 | Fundraising Consulting | $162,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $65,399 | FundraisingAmt |
| All Other Contributions | $127,506,846 | AllOtherContributionsAmt |
| Noncash Contributions | $25,227,682 | NoncashContributionsAmt |
| Total Contributions | $127,572,245 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GIFT ASSESSMENT FEES | 900099 | $4,860,910 | $4,860,910 |
| prospect engagement | 900099 | $197,493 | $197,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,058,403 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,010 | TotalRevenueColumnAmt |
| Exclusion | $398,010 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,330,249 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,235,067 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,182 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,182 | TotalRevenueColumnAmt |
| Exclusion | $95,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,106 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $65,399 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,313 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,793 | TotalRevenueColumnAmt |
| Exclusion | $15,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $391,228 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $206,099 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,129 | TotalRevenueColumnAmt |
| Exclusion | $185,129 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMIN FEES & SUPPORT | 900099 | $24,386,916 | $24,386,916 | |
| OTHER INCOME | 900099 | $19,695 | $3,253 | $16,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,406,611 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,731,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,448,572 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $16,442 | UnrelatedBusinessRevenueAmt |
| Exclusion | $694,114 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,647,856 | TotalAmt |
| Program Services | $114,647,856 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,348 | TotalAmt |
| Management And General | $990,348 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,902,426 | TotalAmt |
| Program Services | $7,269,621 | ProgramServicesAmt |
| Management And General | $2,632,805 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,667 | TotalAmt |
| Program Services | $668,405 | ProgramServicesAmt |
| Management And General | $215,262 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946,152 | TotalAmt |
| Program Services | $1,111,056 | ProgramServicesAmt |
| Management And General | $835,096 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,132 | TotalAmt |
| Program Services | $696,080 | ProgramServicesAmt |
| Management And General | $307,052 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,182,016 | TotalAmt |
| Program Services | $1,754,654 | ProgramServicesAmt |
| Management And General | $1,427,362 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,800 | TotalAmt |
| Program Services | $3,779 | ProgramServicesAmt |
| Management And General | $118,021 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,846 | TotalAmt |
| Management And General | $111,846 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,931,662 | TotalAmt |
| Fundraising | $1,931,662 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,477 | TotalAmt |
| Management And General | $48,477 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,061 | TotalAmt |
| Program Services | $183,103 | ProgramServicesAmt |
| Management And General | $167,958 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,165 | TotalAmt |
| Program Services | $133,100 | ProgramServicesAmt |
| Management And General | $46,065 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,969 | TotalAmt |
| Program Services | $342,896 | ProgramServicesAmt |
| Management And General | $416,073 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,121 | TotalAmt |
| Program Services | $129,007 | ProgramServicesAmt |
| Management And General | $963,114 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,773 | TotalAmt |
| Program Services | $2,739 | ProgramServicesAmt |
| Management And General | $738,034 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,225 | TotalAmt |
| Program Services | $380,474 | ProgramServicesAmt |
| Management And General | $82,751 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,438 | TotalAmt |
| Program Services | $133,417 | ProgramServicesAmt |
| Management And General | $137,021 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,485 | TotalAmt |
| Management And General | $146,485 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Donor & Alumni Events | $1,444,060 | $74,659 | $1,369,401 | |
| PAYMENTS TO ANNUITANTS | $979,835 | $979,835 | ||
| PRINTING & PUBLICATIONS | $607,179 | $19,469 | $587,710 | |
| REPAIRS AND MAINTENANCE | $196,407 | $196,346 | $61 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,344 | TotalAmt |
| Program Services | -$2,096 | ProgramServicesAmt |
| Management And General | $106,440 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,103,444 | TotalAmt |
| Program Services | $129,021,697 | ProgramServicesAmt |
| Management And General | $9,780,684 | ManagementAndGeneralAmt |
| Fundraising | $3,301,063 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,732,027 | BOYAmt |
| EOY | $29,071,082 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,247,922 | BOYAmt |
| EOY | $74,521,843 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,951,304 | BOYAmt |
| EOY | $4,215,094 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,054 | BOYAmt |
| EOY | $674,480 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,346,240 | BOYAmt |
| EOY | $14,332,761 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,500 | BOYAmt |
| EOY | $765,292 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,640 | BOYAmt |
| EOY | $711,103 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,486,687 | BOYAmt |
| EOY | $124,291,655 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,818,395 | BOYAmt |
| EOY | $2,738,820 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,398,529 | BOYAmt |
| EOY | $7,141,068 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,241,924 | BOYAmt |
| EOY | $9,894,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,554,883 | BOYAmt |
| EOY | $6,329,198 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,432,212 | BOYAmt |
| EOY | $101,489,985 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,257,668 | BOYAmt |
| EOY | $6,577,584 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,244,763 | BOYAmt |
| EOY | $114,396,767 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,486,687 | BOYAmt |
| EOY | $124,291,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,627,929 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $208,255 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $315,820 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,210,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,300,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,846,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,791,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,572,245 | CurrentTaxYearAmt |
| Total | $553,720,296 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,210,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,300,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,846,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,791,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,572,245 | CurrentTaxYearAmt |
| Total | $553,720,296 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,424,538 | SubstantialContributorsTotAmt |
| Public Support Total170 | $545,295,758 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $791,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $646,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398,011 | CurrentTaxYearAmt |
| Total | $3,248,552 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $16,442 | CurrentTaxYearAmt |
| Total | $16,442 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,907,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,735,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,952,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,077,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,835,503 | CurrentTaxYearAmt |
| Total | $84,507,836 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $641,493,126 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,861,698 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | admin fee and support Rutgers - 2012 Amount: $ 14,222,682. 2013 Amount: $ 14,086,514. 2014 Amount: $ 14,560,472. 2015 Amount: $ 14,575,886. 2016 Amount: $ 24,386,916. OTHER INCOME - 2012 Amount: $ 17,999. 2013 Amount: $ 21,048. 2014 Amount: $ 6,575. 2015 Amount: $ 71. 2016 Amount: $ 3,253. fundraising gaming - 2012 Amount: $ 666,549. 2013 Amount: $ 628,075. 2014 Amount: $ 385,149. 2015 Amount: $ 501,313. 2016 Amount: $ 445,334. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,303,535 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,624 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,463 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $258 | AdministrativeExpensesAmt |
| End Year Balance | $2,318,438 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,191,120 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,481 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,888,400 | OtherExpendituresAmt |
| Administrative Expenses | $266 | AdministrativeExpensesAmt |
| End Year Balance | $2,303,535 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,660,475 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $48,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,500,000 | OtherExpendituresAmt |
| Administrative Expenses | $259 | AdministrativeExpensesAmt |
| End Year Balance | $9,191,120 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,077,147 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $127,484 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,500,000 | OtherExpendituresAmt |
| Administrative Expenses | $26,756 | AdministrativeExpensesAmt |
| End Year Balance | $12,660,475 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,988,002 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $179,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $63,368 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $26,708 | AdministrativeExpensesAmt |
| End Year Balance | $17,077,147 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09200 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $6,670,858 |
| OTHER LIABILITIES | $470,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,141,068 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $160,496,556 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $208,255 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,013,449 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $315,820 | OtherRevenueAmt |
| Revenue Not Reported | $2,537,524 | RevenueNotReportedAmt |
| Revenue Subtotal | $157,959,032 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,753 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$244,412 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$227,659 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $157,731,373 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $144,344,552 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,013,449 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $244,412 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,257,861 | ExpensesNotReportedAmt |
| Expenses Subtotal | $142,086,691 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,753 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,753 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $142,103,444 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d - Other Adjustments: | Adjustment of actuarial liability for annuities payable 315,820. |
| Part XI, Line 4b - Other Adjustments: | event and gaming expenses recorded as expenses on financial statements -244,412. |
| Part XII, Line 2d - Other Adjustments: | event and gaming expenses recorded as expenses on financial statements 244,412. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | east asia and the pacific | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Fundraising and engagement events | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $270,619 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $270,619 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $270,619 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | schedule f, part i, line 3: | FormAndLineReferenceDesc |
| Explanation | The Rutgers University Foundation has established an international fundraising budget to engage alumni and hold events to increase fundraising in Asia. During fiscal year 2017, $270,619 was expended for these purposes. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Ruffalo Noel Levitz | ||||||||
| PO Box 718 | Des Moines | IA | 503030718 | Fundraising & Consulting | 0 | $925,077 | $1,240,305 | -$315,228 |
| The Donlon Agency LLC | ||||||||
| 1100 N Cass Street Unite 401N | Milwaukee | WI | 53202 | Mail Fundraising/Consulting | 0 | $257,202 | $224,901 | $32,301 |
| Grizzard Communications Group Inc | ||||||||
| 229 Peachtree Street NE Suite 1400 | Atlanta | GA | 30303 | Mail Fundraising/Consulting | 0 | $128,601 | $60,303 | $68,298 |
| ACF Solutions LLC | ||||||||
| 11800 Sunrise Valley Drive Suite 4 | Reston | VA | 201915301 | Fundraising Consulting | 0 | $0 | $104,445 | -$104,445 |
| Blackbaud Inc | ||||||||
| 2000 Daniel Island Dr | Charleston | SC | 29462 | Fundraising Consulting | 0 | $0 | $33,975 | -$33,975 |
| Degrees of Connection LLC | ||||||||
| 4308 Lake Hill Drive | Canandaigua | NY | 14424 | Fundraising Consulting | 0 | $0 | $19,895 | -$19,895 |
| James P Lyddy PHD LLC | ||||||||
| 810 Greenwood Drive | Spring Lake Heights | NJ | 07762 | Fundraising Consulting | 0 | $0 | $252,826 | -$252,826 |
| Grenzebach Glier and Associates | ||||||||
| 401 N Michigan Ave Suite 2800 | Chicago | IL | 60611 | Fundraising Consulting | 0 | $0 | $31,471 | -$31,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,310,880 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,968,121 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$657,241 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Pancreatic Golf Outing | Event1Nm |
| Gross Receipts Event1 | $34,085 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,899 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,186 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $600 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,306 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,796 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $471 | OtherDirectExpensesEvent1Amt |
| Event2 | Pancreatic Cancer Walk | Event2Nm |
| Gross Receipts Event2 | $27,100 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $13,455 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,645 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $52 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $58,320 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $28,045 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,275 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,015 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,400 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,793 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $9,900 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $980 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $119,505 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $65,399 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $54,106 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,615 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,706 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,589 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,503 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,313 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,793 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $391,228 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $187,571 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $18,528 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.75000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $391,228 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $187,571 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $18,528 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $206,099 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $185,129 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NJ | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher P Zraly | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 George Street | AddressLine1Txt |
| City | new brunswick | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | Yes (1) | CntrctWith3rdPrtyForGameRevInd |
| Gaming Revenue Received By Org | $331,745 | GamingRevenueReceivedByOrgAmt |
| Gaming Revenue Rtn By3 Prty | $26,556 | GamingRevenueRtnBy3PrtyAmt |
Third Party Business Name ThirdPartyBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bump Worldwide Inc | BusinessNameLine1Txt |
Third Party US Address ThirdPartyUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1095 Windward Ridge Pkwy Suite 170 | AddressLine1Txt |
| City | Alpharetta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30005 | ZIPCd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher P Zraly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | n/a | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION WAS REIMBURSED BY RUTGERS UNIVERSITY FOR a portion of THE COSTS OF THE GRIZZARD COMMUNICATIONS, THEREFORE THE AMOUNT SHOWN ON FORM 990 PART IX LINE 11E DOEST NOT MATCH THE TOTAL AMOUNT PAID ON SCHEDULE G, PART I. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RUTGERS UNIVERSITY | |||||||
| 33 knightsbridge rd | PISCATAWAY | NJ | 08854 | 226001086 | 170(b)(1)(A)(ii) | $114,638,028 | EDUCATION-RELATED/ athletics |
| DOUGLASS ASSOCIATE ALUMNAE | |||||||
| 191 RYDERS LANE | NEW BRUNSWICK | NJ | 08901 | 221607270 | 501 (c) (3) | $9,828 | EDUCATION-RELATED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAINTAINS TRANSFER RECORDS FOR ALL GIFTS RAISED FOR THE UNIVERSITY AND the university MONITORS THE EXPENDITURES OF THOSE FUNDS, ALSO the foundation provides STEWARDSHIP REPORTS TO DONORS REGARDING USAGE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher P Zraly | ||||||||||||||
| Associate Treasurer | $195,038 | $0 | $0 | $0 | $1,242 | $0 | $15,617 | $0 | $1,791 | $0 | $213,688 | $0 | $0 | $0 |
| Julie D Cummings | ||||||||||||||
| Vice President | $189,192 | $0 | $0 | $0 | $3,564 | $0 | $15,353 | $0 | $3,857 | $0 | $211,966 | $0 | $0 | $0 |
| Susan C Dolbert | ||||||||||||||
| Vice president | $208,839 | $0 | $39,951 | $0 | $2,193 | $0 | $17,189 | $0 | $19,792 | $0 | $287,964 | $0 | $0 | $0 |
| Denise Gavala | ||||||||||||||
| Assoc. Vice President | $181,691 | $0 | $0 | $0 | $1,242 | $0 | $14,782 | $0 | $11,892 | $0 | $209,607 | $0 | $0 | $0 |
| Herbert Masloff | ||||||||||||||
| Assoc. Vice President | $152,417 | $0 | $0 | $0 | $1,965 | $0 | $10,769 | $0 | $33,384 | $0 | $198,535 | $0 | $0 | $0 |
| KURT J HINRICHSEN | ||||||||||||||
| ASSOc. Vice President | $224,202 | $0 | $0 | $0 | $540 | $0 | $18,400 | $0 | $14,606 | $0 | $257,748 | $0 | $0 | $0 |
| Michael J Marion | ||||||||||||||
| Associate Vice president | $142,647 | $0 | $0 | $0 | $3,564 | $0 | $12,240 | $0 | $41,050 | $0 | $199,501 | $0 | $0 | $0 |
| Timothy Gale | ||||||||||||||
| Director of Development | $151,916 | $0 | $0 | $0 | $486 | $0 | $12,400 | $0 | $11,892 | $0 | $176,694 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Ten of the employees had annual dues paid for The Rutgers Club - $25 per person. these annual dues were paid in order to entertain donors and provide a social meeting place for conversations with University personnel. |
| Part I, Line 7 | the amount included in part ii, column b(ii) represent an incentive compensation payment for one employee. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,552,329 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $104,303 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $15,003 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 508 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,635,057 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $243,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - APPRAISAL | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $303,308 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Other | Desc |
| Contribution | 59 | ContributionCnt |
| Noncash Contributions Rpt F990 | $374,683 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | for any noncash gifts that are given with the intent to sell and use the proceeds, third party vendors may be retained to liquidate noncash items via auctions or sales (real estate, works of art & specialized collections for example). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 5 | PART I LINE 5 INDICATES THE RUTGERS UNIVERSITY FOUNDATION EMPLOYED 218 INDIVIDUALS DURING CALENDAR YEAR 2016. THE FOUNDATION EMPLOYS APPROXIMATELY 186 FULL-TIME PROFESSIONAL FUNDRAISING STAFF MEMBERS. THE BALANCE ARE PRIMARILY part time employees. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR THESE EXPENSES THROUGH THE MANAGEMENT FEE AS SHOWN ON PART IX. |
| Form 990, Part VI, Section A, line 4 | The Rutgers University Foundation ammended their bylaws in June 2016. The primary focus of the ammendment was to reduce the size of the Board from 75 members to 46 members, which will be achieved through attrition as term limits of members expire. |
| Form 990, Part VI, Section B, line 11b | FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE FOUNDATION'S STAFF. DRAFT RETURN IS REVIEWED BY THE CFO AND THEN PRESENTED TO THE Audit and Risk Management Committee FOR THEIR REVIEW AND APPROVAL ON BEHALF OF THE FULL BOARD. THE FULL BOARD OF OVERSEERS IS PROVIDED A COPY OF THE APPROVED FORM 990 FOR THEIR REVIEW PRIOR TO SUBMISSION. |
| Form 990, Part VI, Section B, line 12c | The Audit and Risk Management Committee chair reviews all related party transaction disclosure forms not less than annually. In the event that a board member's or staff member's status changes during the year the Audit and Risk Management Committee chair would review the updated change. All disclosure forms are available to members of the board of overseers upon request. |
| Form 990, Part VI, Section B, line 15 | THE FOUNDATION'S PRESIDENT REVIEWS ANY CHANGES IN COMPENSATION FOR THE SENIOR MANAGEMENT TEAM ON AN ANNUAL BASIS. THEY UTILIZE COMPARATIVE SALARY INFORMATION FOR OTHER ORGANIZATIONS TO CONSIDER THE REASONABLENESS OF THE COMPENSATION FOR EACH INDIVIDUAL. |
| Form 990, Part VI, Section C, line 19 | UPON REQUEST ONLY AT THIS TIME. |
| Form 990, Part Vi, line 17, list of states receiving copy of form 990: | OK, OR, SC, WV, WI, ME, NH |
| Form 990, Part XI, line 9: | ADJUSTMENT OF ACTUARIAL LIABILITY 315,820. |
| Form 990, PART XIi, LINE 2C: | The Rutgers University Foundation has an Audit and Risk Management Committee of the Board of Overseers. This committee advises the full board on all auditing and accounting matters, has oversight over the quality and integrity of the foundation's accounting, internal control and financial reporting practices. Consistent with this purpose, the Audit and Risk Management Committee proposes to the board the appointment of the external auditors for the annual examination of the foundations year-end financial statements and other audit needs as necessary. |