BALL STATE UNIVERSITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BALL STATE UNIVERSITY FOUNDATION (EIN 35-6024566)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349304458
- Schema version
- 2016v3.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:21:12-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 200 E Main St Suite 700 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | 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 | 356024566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALL STATE UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHERI E O'NEILL | InCareOfNm |
| Business Name Control | BALL | BusinessNameControlTxt |
| Phone | 7652858312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 W BETHEL AVENUE | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY CURTIS | PersonNm |
| Person Title | VP OF OPERATIONS | PersonTitleTxt |
| Phone | 2604604000 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| 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) |
|---|---|---|
| Principal Officer | CHERI E O'NEILL CEOPRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 W BETHEL AVENUE | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,758,275 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bsu.edu/bsufoundation/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO MAXIMIZE SUSTAINABLE SUPPORT FOR BALL STATE UNIVERSITY BY OBTAINING, INVESTING, AND ADMINISTERING GIFT SUPPORT AND PRUDENTLY DISCHARGING ITS FIDUCIARY OBLIGATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 265 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $455,890 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $259,694 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,678,471 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,942,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,885,170 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,253,652 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,691 | PYOtherRevenueAmt |
| CY Other Revenue | $79,773 | CYOtherRevenueAmt |
| PY Total Revenue | $21,631,332 | PYTotalRevenueAmt |
| CY Total Revenue | $20,276,092 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,402,074 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,940,075 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,898,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,346,927 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,259,326 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,464,535 | PYOtherExpensesAmt |
| CY Other Expenses | $3,920,700 | CYOtherExpensesAmt |
| PY Total Expenses | $23,764,680 | PYTotalExpensesAmt |
| CY Total Expenses | $21,207,702 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,133,348 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$931,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $224,279,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,675,559 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,546,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,350,082 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $194,733,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $215,325,477 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE BALL STATE UNIVERSITY FOUNDATION IS TO MAXIMIZE SUSTAINABLE SUPPORT FOR BALL STATE UNIVERSITY BY OBTAINING, INVESTING, AND ADMINISTERING PRIVATE GIFT SUPPORT AND PRUDENTLY DISCHARGING ITS FIDUCIARY OBLIGATIONS TO THE UNIVERSITY, DONORS, AND DESIGNATED BENEFICIARIES. THE BALL STATE UNIVERSITY FOUNDATION WILL SUPPORT THE CONTINUING DEVELOPMENT OF BALL STATE UNIVERSITY BY CONTINUING TO BE A FOUNDATION OF EXCELLENCE, PROMOTING AND FACILITATING A CULTURE OF PHILANTHROPY, SERVICE, VOLUNTEER LEADERSHIP, AND EXEMPLARY FIDUCIARY RESPONSIBILITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,746,415 | ExpenseAmt |
| Grant | $3,746,415 | GrantAmt |
| Desc | SCHOLARSHIPS AND FINANCIAL AID ARE PROVIDED TO STUDENTS AT BALL STATE UNIVERSITY TO FURTHER THEIR EDUCATIONAL GOALS. 715 SCHOLARSHIPS WERE AWARDED TO 1,401 STUDENTS DURING THE YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,514,767 | ExpenseAmt |
| Desc | Support of facilities & equipment to enhance the educational opportunities and environment for Ball State University students. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,622,779 | ExpenseAmt |
| Grant | $7,193,660 | GrantAmt |
| Desc | SUPPORT IS PROVIDED TO BALL STATE UNIVERSITY IN THE FOLLOWING AREAS: ACADEMIC PROGRAMS, ADVANCEMENT & DEVELOPMENT, FACULTY SUPPORT, RESEARCH, FACULTY & STUDENT RECRUITMENT, PUBLIC SERVICE, EXTERNAL RELATIONSHIPS, ARTWORK, LIBRARY MATERIALS, AND ATHLETICS. THESE PROGRAMS SERVE TO ENHANCE THE EDUCATIONAL EXPERIENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,883,961 | 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 | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 265 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | 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 |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERI E O'NEILL | PersonNm |
| Phone | 7652858312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 W BETHEL AVENUE | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STEFAN S ANDERSON | ||||||||||
| BOARD MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KELLI S BURRILL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES H HARPER | ||||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS J KINGHORN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C LINTZENICH | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RANDALL E POND | ||||||||||
| VICE-CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ANTHONY W SMITH | ||||||||||
| CHAIR | 2.0 | 4.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL P SMITH | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J HALL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARSHA J CASEY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH R BRINER | ||||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK A ERVIN | ||||||||||
| IMMEDIATE PAST CHAIR | 2.0 | 4.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CHERI E O'NEILL | ||||||||||
| PRESIDENT & CEO | 52.0 | 6.0 | Yes (X) | $253,409 | $0 | $40,188 | Yes (X) | |||
| THOMAS C BRACKEN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY W METZING | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD D DUMOULIN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD M HANNON | ||||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $273,215 | $55,810 | ||||
| DAVE W HEETER | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARLA K TEMPLETON | ||||||||||
| SECRETARY | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE A ARBUCKLE | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| H BERNIE BOLDT | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| E RENAE CONLEY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| W CRAIG DOBBS | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JORGE GUTIERREZ | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHERI KENDALL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEOFF S MEARNS | ||||||||||
| BOARD MEMBER | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER NEUENSCHWANDER | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT B SAXMAN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL C RAY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TERRY KING | ||||||||||
| BOARD MEMBER | 4.0 | 51.0 | Yes (X) | $0 | $403,557 | $56,638 | ||||
| JEFFREY R LANG | ||||||||||
| TREASURER & EXC VP FOR FINANCE | 51.0 | 4.0 | $189,783 | $0 | $23,613 | Yes (X) | ||||
| CAROLYN S YOUNG | ||||||||||
| ASSISTANT SECRETARY | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| THOMAS HECK | ||||||||||
| CHIEF INVESTMENT OFFICER | 51.0 | 4.0 | $193,326 | $0 | $5,656 | Yes (X) | ||||
| PHILIP M PURCELL | ||||||||||
| VP PLANNED GIVING & ENDOWMENT | 51.0 | 4.0 | $185,785 | $0 | $18,962 | Yes (X) | ||||
| TRACY CURTIS | ||||||||||
| VP FOR OPERATIONS & CONTROLLER | 51.0 | 4.0 | $110,596 | $0 | $5,955 | Yes (X) | ||||
| DAVID MARK HELMUS | ||||||||||
| SENIOR VP FOR DEVELOPMENT | 51.0 | 2.0 | $193,331 | $0 | $1,669 | Yes (X) | ||||
| JENNIFER GOINS | ||||||||||
| AVP FOR ALUMNI PROGRAMS | 51.0 | 2.0 | $102,238 | $0 | $927 | Yes (X) | ||||
| JEAN CROSBY | ||||||||||
| VP FOR SEC | 51.0 | 2.0 | $109,843 | $0 | $2,687 | Yes (X) | ||||
| DEREK BERGER | ||||||||||
| AVP FOR DEVELOPMENT | 51.0 | 2.0 | $99,380 | $0 | $14,021 | Yes (X) | ||||
| PAUL FERGUSON | ||||||||||
| FORMER BOARD MEMBER | 0.0 | 0.0 | $0 | $398,413 | $13,842 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,437,691 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,075,185 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,968 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | INVESTMENT SERVICES | $160,000 |
| SUSTAINABLE MUNCIE CORP | |||||
| 1 25 E Charles | MUNCIE | IN | 47305 | FACILITY | $320,000 |
| PERELLA WEINBERG PARTNERS | |||||
| 767 FIFTH AVENUE | NEW YORK | NY | 10153 | INVESTMENT SERVICES | $799,730 |
| SIMPSON SCARBOROUGH | |||||
| 1737 KING STREET SUITE 110 | ALEXANDRIA | VA | 22314 | HIGHER ED RESEARCH | $132,006 |
| BLACKBAUD INC | |||||
| 501 N Pennsylvania Pkwy Suite 400 | INDIANAPOLIS | IN | 46280 | SOFTWARE & SERVICES | $238,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $14,942,667 | AllOtherContributionsAmt |
| Noncash Contributions | $1,804,678 | NoncashContributionsAmt |
| Total Contributions | $14,942,667 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $390,569 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $455,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$65,321 | 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 |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,340,011 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,476,928 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,863,083 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,863,083 | TotalRevenueColumnAmt |
| Exclusion | $4,863,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $85,028 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,255 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,773 | TotalRevenueColumnAmt |
| Exclusion | $79,773 | ExclusionAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,276,092 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $455,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,877,535 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,940,075 | TotalAmt |
| Program Services | $10,940,075 | 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 | $622,622 | TotalAmt |
| Management And General | $287,781 | ManagementAndGeneralAmt |
| Fundraising | $334,841 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,192,014 | TotalAmt |
| Management And General | $1,937,587 | ManagementAndGeneralAmt |
| Fundraising | $2,254,427 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,991 | TotalAmt |
| Management And General | $228,318 | ManagementAndGeneralAmt |
| Fundraising | $255,673 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,565 | TotalAmt |
| Management And General | $344,165 | ManagementAndGeneralAmt |
| Fundraising | $385,400 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,735 | TotalAmt |
| Management And General | $150,360 | ManagementAndGeneralAmt |
| Fundraising | $168,375 | 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 | $154,653 | TotalAmt |
| Management And General | $89,700 | ManagementAndGeneralAmt |
| Fundraising | $64,953 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,418 | TotalAmt |
| Management And General | $389,418 | 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 | $1,943,886 | TotalAmt |
| Program Services | $1,943,886 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,737 | TotalAmt |
| Management And General | $119,873 | ManagementAndGeneralAmt |
| Fundraising | $57,864 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,468 | TotalAmt |
| Management And General | $14,120 | ManagementAndGeneralAmt |
| Fundraising | $64,348 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,328 | TotalAmt |
| Management And General | $101,496 | ManagementAndGeneralAmt |
| Fundraising | $29,832 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $73,453 | TotalAmt |
| Management And General | $39,314 | ManagementAndGeneralAmt |
| Fundraising | $34,139 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,972 | TotalAmt |
| Management And General | $140,972 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,717 | TotalAmt |
| Management And General | $32,539 | ManagementAndGeneralAmt |
| Fundraising | $337,178 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,172 | TotalAmt |
| Management And General | $44,172 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING PROGRAMS | $1,973 | $1,973 | |
| SPECIAL EVENTS | $89,911 | $89,911 | |
| MISCELLANEOUS | $275,261 | $130,661 | $144,600 |
| COMMEMORATIVE ITEMS | $49,751 | $49,751 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,207,702 | TotalAmt |
| Program Services | $12,883,961 | ProgramServicesAmt |
| Management And General | $4,064,415 | ManagementAndGeneralAmt |
| Fundraising | $4,259,326 | 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 | $1,283,792 | BOYAmt |
| EOY | $1,177,617 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,786,555 | BOYAmt |
| EOY | $12,614,893 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,589,106 | BOYAmt |
| EOY | $9,535,753 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,665 | BOYAmt |
| EOY | $142,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,627,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $707,013 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,086 | BOYAmt |
| EOY | $920,795 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,623,858 | BOYAmt |
| EOY | $6,334,006 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,366,920 | BOYAmt |
| EOY | $205,159,291 | 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 | $3,650,374 | BOYAmt |
| EOY | $3,790,687 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,279,356 | BOYAmt |
| EOY | $239,675,559 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,562,373 | BOYAmt |
| EOY | $7,542,570 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,980,159 | BOYAmt |
| EOY | $1,988,127 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,300,000 | BOYAmt |
| EOY | $12,300,000 | 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 | $2,703,787 | BOYAmt |
| EOY | $2,519,385 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,546,319 | BOYAmt |
| EOY | $24,350,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,115,785 | BOYAmt |
| EOY | -$2,639,127 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,010,047 | BOYAmt |
| EOY | $138,970,552 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,838,775 | BOYAmt |
| EOY | $78,994,052 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,733,037 | BOYAmt |
| EOY | $215,325,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,279,356 | BOYAmt |
| EOY | $239,675,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$931,610 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,102,576 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,578,526 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,135,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,627,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,695,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,678,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,942,667 | CurrentTaxYearAmt |
| Total | $79,079,613 | 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 | $14,135,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,627,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,695,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,678,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,942,667 | CurrentTaxYearAmt |
| Total | $79,079,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,817,239 | SubstantialContributorsTotAmt |
| Public Support Total170 | $70,262,374 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $788,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,394,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,022,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $390,569 | CurrentTaxYearAmt |
| Total | $4,196,585 | 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 | $19,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,028 | CurrentTaxYearAmt |
| Total | $417,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $83,694,101 | TotalSupportAmt |
| Public Support CY170 | 0.83951 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82440 | 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 | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $5,927 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $5,927 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1i | FormAndLineReferenceDesc |
| Explanation | A PORTION OF THE DUES PAID TO VINCENNES UNIVERSITY FOUNDATION ARE IN SUPPORT OF LOBBYING EFFORTS FOR HIGHER EDUCATION. | 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 | $178,178,935 | BeginningYearBalanceAmt |
| Contributions | $3,527,940 | ContributionsAmt |
| Investment Earnings Or Losses | $14,294,635 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,231,931 | GrantsOrScholarshipsAmt |
| End Year Balance | $190,769,579 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,168,323 | BeginningYearBalanceAmt |
| Contributions | $6,624,023 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,675,360 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,938,051 | GrantsOrScholarshipsAmt |
| End Year Balance | $178,178,935 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,893,441 | BeginningYearBalanceAmt |
| Contributions | $4,133,124 | ContributionsAmt |
| Investment Earnings Or Losses | $8,361,126 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,219,368 | GrantsOrScholarshipsAmt |
| End Year Balance | $178,168,323 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,261,205 | BeginningYearBalanceAmt |
| Contributions | $5,936,386 | ContributionsAmt |
| Investment Earnings Or Losses | $11,777,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,081,250 | GrantsOrScholarshipsAmt |
| End Year Balance | $169,893,441 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,025,686 | BeginningYearBalanceAmt |
| Contributions | $4,500,248 | ContributionsAmt |
| Investment Earnings Or Losses | $12,548,792 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,813,521 | GrantsOrScholarshipsAmt |
| End Year Balance | $156,261,205 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05380 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58130 | 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 | $82,850 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $99,770 | OtherCostOrOtherBasisAmt |
| Book Value | $182,620 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,263,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $632,763 | DepreciationAmt |
| Book Value | $630,525 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,250 | DepreciationAmt |
| Book Value | $107,650 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $920,795 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $35,490,230 | F |
| DOMESTIC & INT'L EQUITIES | $92,914,553 | F |
| FIXED INCOME | $18,181,204 | F |
| REAL ESTATE | $6,911,522 | F |
| NATURAL RESOURCES | $8,786,465 | F |
| PRIVATE EQUITY & VENTURE CAP. | $42,875,317 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $205,159,291 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $1,865,323 |
| TRUST OBLIGATIONS | $654,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,519,385 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $39,851,001 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,102,576 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $23,102,576 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,748,425 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,943,886 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,583,781 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,527,667 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,276,092 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,258,561 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $19,258,561 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,943,886 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,255 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,949,141 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,207,702 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4 | THE FOUNDATION IS THE BENEFICIARY OF CHARITABLE REMAINDER TRUSTS AND VARIOUS PERPETUAL TRUSTS ADMINISTERED BY OUTSIDE PARTIES. THE FOUNDATION'S ENDOWMENT CONSISTS OF NUMEROUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING SCHOLARSHIPS AND FINANCIAL AID EXPENSES, FACULTY COMPENSATION AND SUPPORT EXPENSES, ACADEMIC PROGRAM EXPENSES, RESEARCH EXPENSES, PUBLIC SERVICE EXPENSES, ATHLETICS, RECRUITMENT, PUBLIC SERVICE, EXTERNAL RELATIONS, ARTWORK, LIBRARY MATERIALS AND OTHER PROGRAMS MANAGED PER THE DONOR AGREEMENT. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. |
| PART X LINE 2 | Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| PART XI, LINE 4B | PLEDGE ADJUSTMENTS 1,171,662 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 406,864 SPECIAL EVENTS EXPENSE 5,255 TOTAL: $1,583,781 PART XII, LINE 4B SPECIAL EVENTS EXPENSE $5,255 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $147,208 |
| Europe (Including Iceland and Greenland) | Investments | $799,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $946,317 | SubtotalSpentAmt |
| Total Spent | $946,317 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I | FormAndLineReferenceDesc |
| Explanation | LINE 3 THE EXPENDITURES REPORTED ARE THE TOTAL VALUE OF INVESTMENTS HELD BY BALL STATE UNIVERSITY FOUNDATION IN REGIONS OUTSIDE THE UNITED STATES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $36,993 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $36,993 | GrossRevenueEvent1Amt |
| Event2 | BRICK FUND | Event2Nm |
| Gross Receipts Event2 | $9,440 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $9,440 | GrossRevenueEvent2Amt |
| Other Events Total | 24 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $38,595 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $38,595 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,255 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $85,028 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $85,028 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,255 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,255 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $79,773 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|
| BALL STATE UNIVERSITY | |||||||
| 2000 W UNIVERSITY AVENUE | MUNCIE | IN | 47306 | 356000221 | 115 | $3,746,415 | SCHOLARSHIPS |
| BALL STATE UNIVERSITY | |||||||
| 2000 W UNIVERSITY AVENUE | MUNCIE | IN | 47306 | 356000221 | 115 | $7,193,660 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedures for Monitoring the use of grant funds IN U.S. | FormAndLineReferenceDesc |
| Explanation | SUPPORT TO BALL STATE UNIVERSITY IS PROVIDED THROUGH TRANSFER OF CASH OR NONCASH ITEMS. THE USE OF THE SUPPORT IS SPECIFIED AT THE TIME OF THE TRANSFER. SCHOLARSHIPS ARE PROVIDED TO BALL STATE UNIVERSITY TO BE APPLIED AS A CREDIT TO THE STUDENT ACCOUNT. THE FOUNDATION AND THE UNIVERSITY RECONCILE THEIR ACCOUNTS TO BE SURE THAT ALL ITEMS WERE RECORDED PROPERLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY R LANG | ||||||||||||||
| TREASURER & EXC VP FOR FINANCE | $184,875 | $0 | $4,908 | $18,000 | $5,613 | $213,396 | $0 | |||||||
| CHERI E O'NEILL | ||||||||||||||
| PRESIDENT & CEO | $248,437 | $0 | $4,972 | $36,000 | $4,188 | $293,597 | $0 | |||||||
| THOMAS HECK | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $193,326 | $0 | $0 | $0 | $5,656 | $198,982 | $0 | |||||||
| PHILIP M PURCELL | ||||||||||||||
| VP PLANNED GIVING & ENDOWMENT | $185,785 | $0 | $0 | $15,667 | $3,295 | $204,747 | $0 | |||||||
| BERNARD M HANNON | ||||||||||||||
| BOARD MEMBER | $268,243 | $0 | $4,972 | $48,000 | $7,810 | $329,025 | $0 | |||||||
| PAUL FERGUSON | ||||||||||||||
| FORMER BOARD MEMBER | $397,365 | $0 | $1,048 | $11,658 | $2,184 | $412,255 | $0 | |||||||
| TERRY KING | ||||||||||||||
| BOARD MEMBER | $399,149 | $0 | $4,408 | $48,000 | $8,638 | $460,195 | $0 | |||||||
| DAVID MARK HELMUS | ||||||||||||||
| SENIOR VP FOR DEVELOPMENT | $193,331 | $0 | $0 | $0 | $1,669 | $195,000 | $0 | |||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPLANATION OF BENEFITS PROVIDED | FormAndLineReferenceDesc |
| Explanation | CHARTER TRAVEL AND TRAVEL FOR COMPANIONS IS A BENEFIT MADE AVAILABLE TO SELECT OFFICERS AND DIRECTORS WHEN THERE IS ROOM AVAILABLE ON THE CHARTER PLANE USED BY THE ATHLETIC DEPARTMENT. THIS USE IS ONLY FOR BUSINESS PURPOSES. COUNTRY CLUB DUES WERE PROVIDED FOR SELECT OFFICERS AND DIRECTORS FOR BUSINESS USE. PERSONAL USE IS TAXED AND GROSSED UP ON THE W-2. SCHEDULE J, PART I, LINE 4A DR. PAUL FERGUSON RECEIVED SEVERANCE PAYMENTS IN 2016 FOR $243,948 AND IN 2017 FOR $61,250 FOR A TOTAL OF $305,198. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DEBORAH LINEGAR | |||
| DAUGHTER OF TOM KINGHORN | $78,886 | Alumni Engagement Employee | false |
| KELSEY DUMOULIN KELLY | |||
| DAUGHTER OF DON DUMOULIN | $75,844 | Development Office Employee | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $258,121 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | 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 | $4,031 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $47,357 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,409,968 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE 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 | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PHOTOGRAPHS | 13 | $54,952 | FMV ON DATE OF GIFT |
| Yes (X) | COMPUTERS | 2 | $18,124 | FMV ON DATE OF GIFT |
| Yes (X) | VARIOUS | 16 | $12,145 | FMV ON DATE OF GIFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Question 32b | FormAndLineReferenceDesc |
| Explanation | BSUF USES FIRST MERCHANTS AND OTHER THIRD PARTIES TO LIQUIDATE GIFTS OF STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV QUESTION 12 & PART XII QUESTION 2 | THE AUDITED FINANCIAL STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ON A CONSOLIDATED BASIS WITH CARDINAL FUNDS, CARDINAL PROPERTIES, AND COMBINED WITH BALL STATE UNIVERSITY ALUMNI ASSOCIATION, INC. BALL STATE UNIVERSITY FOUNDATION HAS ESTABLISHED A COMMITTEE FOR THE OVERSIGHT OF THE AUDIT. |
| Part VI, Question 1B | AS OF 6/30/2017, BERNARD M. HANNON, CHERI E. O'NEILL, AND TERRY KING ARE PAID EMPLOYEES OF BALL STATE UNIVERSITY, A RELATED ORGANIZATION. TOM KINGHORN AND DON DUMOULIN BOTH HAVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS REPORTED ON SCHEDULE L WHICH MAKES THEM NON-INDEPENDENT. |
| PART VI, QUESTION 11B | THE FORM 990 AND RELATED SCHEDULES ARE APPROPRIATELY REVIEWED BY THE AUDIT COMMITTEE AND AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 AND SCHEDULES ARE THEN PROVIDED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS. |
| PART VI QUESTION 12C | AN ANNUAL QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY EVERY OFFICER, DIRECTOR AND KEY EMPLOYEE. THE QUESTIONNAIRE REQUIRES ALL INTERESTED PERSONS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. UPON DISCLOSURE OF AN INTEREST, THE BOARD DISCUSSES THE POTENTIAL CONFLICT WITHOUT THE INTERESTED PERSON PRESENT TO DETERMINE IF A CONFLICT ACTUALLY EXISTS. THE BOARD THEN DETERMINES THE APPROPRIATE ACTION AFTER ANALYZING THE CONFLICT, INCLUDING RECUSAL FROM DISCUSSIONS RELATING TO THE CONFLICT. |
| PART VI QUESTION 15A | AN ANNUAL REVIEW IS PERFORMED FOR THE CEO & PRESIDENT. THIS REVIEW ANALYZES COMPENSATION AS WELL AS GOALS AND OBJECTIVES SET FORTH AND ACCOMPLISHED. A COMPARABILITY STUDY IS PERFORMED WITH INFORMATION FROM FORM 990S OF SIMILAR ORGANIZATIONS. THE INFORMATION COLLECTED IS REVIEWED BY A COMMITTEE OF THE BOARD AND APPROVED. |
| PART VI QUESTION 19 | BALL STATE UNIVERSITY FOUNDATION MAKES GOVERNING DOCUMENTS, FORM 990, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| PART XI | RECONCILIATION OF NET ASSETS CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT (406,864) PLEDGE ADJUSTMENT (1,171,662) TOTAL $(1,578,526) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Ball State University | ||||||||||
| 2000 W UNIVERSITY AVENUE | MUNCIE | IN | 47306 | 356000221 | University | IN | 115 | NA | false | |
| Cardinal Funds | ||||||||||
| PO BOX 672 | MUNCIE | IN | 47306 | 205733080 | INVESTMENTS | IN | 501(C)(3) | NA | Yes (true) | 7 |
| Cardinal Properties | ||||||||||
| PO BOX 672 | MUNCIE | IN | 47306 | 201872207 | REAL ESTATE | IN | 501(C)(3) | NA | Yes (true) | 12A |
| BALL STATE UNIVERSITY ALUMNI ASSOCIATION | ||||||||||
| 2800 WEST BETHEL AVENUE | MUNCIE | IN | 47306 | 270458828 | SUPPORT | IN | 501(C)(3) | NA | false | 5 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (7) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TR | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CARDINAL FUNDS | ||
| C | $79,082 | FMV |
| CARDINAL PROPERTIES | ||
| C | $1,900,000 | FMV |