BOWLING GREEN STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BOWLING GREEN STATE UNIVERSITY FOUNDATION INC (EIN 34-6007199)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-12
- IRS object ID
- 201820719349301002
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-12T16:00:11-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 West Nationwide Blvd Suite 500 | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432152570 | 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 | 346007199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bowling Green State University Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOWL | BusinessNameControlTxt |
| Phone | 4193722551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILETI ALUMNI CENTER | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434030054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRENT SHEA MCGREW | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Signature | 2018-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL SPURLOCK | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 6144690001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRENT SHEA MCGREW | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILETI ALUMNI CENTER | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434030054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,433,019 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bgsu.edu/alumni | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Bowling Green State University Foundation supports Bowling Green State University by receiving, investing and stewarding private gifts, and by encouraging prospective donors to give. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | -$128,148 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$128,148 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,944,124 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,335,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,261,990 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $981,907 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,708,865 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,678,474 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,590 | PYOtherRevenueAmt |
| CY Other Revenue | $14,192 | CYOtherRevenueAmt |
| PY Total Revenue | $24,911,389 | PYTotalRevenueAmt |
| CY Total Revenue | $38,009,789 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,135,545 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,186,292 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $316,665 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $493,756 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $341,407 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $338,595 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,220,878 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,022,569 | PYOtherExpensesAmt |
| CY Other Expenses | $5,324,561 | CYOtherExpensesAmt |
| PY Total Expenses | $15,816,186 | PYTotalExpensesAmt |
| CY Total Expenses | $14,343,204 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,095,203 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,666,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $157,395,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,153,154 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,085,452 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,017,057 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $154,309,777 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $175,136,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BOWLING GREEN STATE UNIVERSITY FOUNDATION STEWARDS DONORS IN WAYS THAT SUPPORT THE MISSION AND VISION OF BOWLING GREEN STATE UNIVERSITY BY: STIMULATING ALUMNI, FRIENDS, STUDENTS, FACULTY, AND STAFF TO BE DONORS; ASSISTING IN ACCUMULATING PRIVATE RESOURCES FOR THE BENEFIT OF THE UNIVERSITY; UTILIZING ITS RESOURCES FOR THE BETTERMENT OF THE UNIVERSITY; AND PROVIDING ITS DONORS WITH OPPORTUNITIES TO WITNESS AND EXPERIENCE THE RESULTS OF THEIR PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,506,602 | ExpenseAmt |
| Grant | $3,750,856 | GrantAmt |
| Revenue | $981,907 | RevenueAmt |
| Desc | THE BGSU FOUNDATION, INC. PROVIDES FINANCIAL SUPPORT TO ACADEMIC AND ADMINISTRATIVE DEPARTMENTS OF BOWLING GREEN STATE UNIVERSITY THAT ADVANCE THE STRATEGIC PLAN OF THE UNIVERSITY AND THE UNIVERSITY'S MISSION TO FOSTER ENGAGED CITIZENSHIP, GLOBAL LEADERSHIP AND CAREER PREPAREDNESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,465,164 | ExpenseAmt |
| Grant | $3,465,164 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDING SCHOLARSHIPS AND AWARDS IS A CRITICAL PART OF THE BGSU FOUNDATION, INC. IN SUPPORT OF THE BOWLING GREEN STATE UNIVERSITY'S ONGOING COMMITMENT TO ACCESS, AFFORDABILITY AND OPPORTUNITY; SCHOLARSHIPS AND AWARDS ARE GRANTED BASED UPON DEFINED GUIDELINES AND PREREQUISITES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $715,272 | ExpenseAmt |
| Grant | $715,272 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE BGSU FOUNDATION, INC. PROVIDES FINANCIAL SUPPORT THAT ALLOWS THE BOWLING GREEN STATE UNIVERSITY TO MOVE FORWARD WITH CAPITAL PROJECTS AND IMPROVEMENTS THAT ENHANCE THE CAMPUS COMMUNITY WITH LEARNING,DISCOVERY AND ENGAGEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $290,991 | ExpenseAmt |
| Grant | $255,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE PROVIDING SUPPORT TO UNIVERSITY INSTITUTES AND CENTERS, ATHLETIC AND RECREATIONAL PROGRAMS, AND WBGU-TV, THE BGSU TELEVISION STATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $290,991 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $255,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $11,978,029 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 15 | 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 | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRENT SHEA MCGREW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4193722551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILETI ALUMNI CENTER | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434030054 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Williamson Max | ||||||||
| Director/Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bryan David | ||||||||
| Director/Immediate Past Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kuhlin Michael | ||||||||
| Director/Chair Elect | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Novak Eugene | ||||||||
| Director/Treasurer | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Conda Joseph | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Corsi Emerick | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Finn Susan | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hargrave Richard | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Heppe Jan | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kappel Richard | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kowal Charles | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marsh Mike | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| McLeod Mitchell | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Moore John | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mordarski Daniel | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Morrison Karen | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Norton Christina | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Orchard Thomas | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Poling Donald | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Pryor Judith | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Seidman Christine | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stewart W Russ | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stone Logan | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wade Christopher | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Winner Michael | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Winstel Jennifer | ||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tymiak Diane | ||||||||
| Director (Resigned September 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Popp-Braun Theresa | ||||||||
| Director (Term Ended October 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hollingsworth Peggie | ||||||||
| Director (Term Ended October 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bachey John | ||||||||
| Director (Term Ended October 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Butterfield William | ||||||||
| Director (Term Ended October 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Carroll Michael | ||||||||
| Director (Term Ended October 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Miller Michael | ||||||||
| Director (Term Ended October 2016) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| McGrew Trent Shea | ||||||||
| President & CEO | 35.0 | 5.0 | Yes (X) | $251,742 | $0 | $56,167 | ||
| Kocher Rebecca | ||||||||
| AVP of Alumni Annual Giving and Operation | 30.0 | 10.0 | $155,444 | $0 | $30,786 | Yes (X) | ||
| Anderson Cynthia | ||||||||
| Associate Vice President, (Until October 2016) | 30.0 | 10.0 | $128,564 | $0 | $36,454 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $535,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AVI Foodsystems Inc | ||||||
| 2590 Elm Road NE | Warren | OH | 44483 | Food Service/Catering | $633,927 | |
| Wilson Bennett Technology Inc | ||||||
| 140 Professional Dr | Cabot | AR | 72023 | Fundraising Services | $320,620 | |
| Chartwells Dining Services | ||||||
| Compass Group USA | Chicago | IL | 60693 | Food Service/Catering | $249,711 | PO Box 91337 |
| Heritage Werks Inc | ||||||
| 3333 Warrenville Rd | Lisle | IL | 60532 | Archival Services | $120,000 | Ste 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $125,379 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $19,209,837 | AllOtherContributionsAmt |
| Noncash Contributions | $1,698,273 | NoncashContributionsAmt |
| Total Contributions | $19,335,216 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Development | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $981,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $981,907 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $981,907 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,633,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$128,148 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,761,955 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,413,887 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,369,220 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,044,667 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,044,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,044,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,202 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $125,379 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,010 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,192 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,192 | 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,009,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $981,907 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$128,148 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,820,814 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,721,128 | TotalAmt |
| Program Services | $4,721,128 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,465,164 | TotalAmt |
| Program Services | $3,465,164 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,756 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $339,993 | ManagementAndGeneralAmt |
| Fundraising | $153,763 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,377 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $30,377 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,375 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $41,375 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,595 | TotalAmt |
| Fundraising | $338,595 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,000 | TotalAmt |
| Program Services | $107,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,811 | TotalAmt |
| Program Services | $524,162 | ProgramServicesAmt |
| Management And General | $107,102 | ManagementAndGeneralAmt |
| Fundraising | $6,547 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,480 | TotalAmt |
| Program Services | $28,967 | ProgramServicesAmt |
| Management And General | $5,319 | ManagementAndGeneralAmt |
| Fundraising | $2,194 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,474 | TotalAmt |
| Program Services | $312,031 | ProgramServicesAmt |
| Management And General | $39,841 | ManagementAndGeneralAmt |
| Fundraising | $59,602 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,540 | TotalAmt |
| Program Services | $257,181 | ProgramServicesAmt |
| Management And General | $193,661 | ManagementAndGeneralAmt |
| Fundraising | $108,698 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,403 | TotalAmt |
| Program Services | $386,024 | ProgramServicesAmt |
| Management And General | $48,526 | ManagementAndGeneralAmt |
| Fundraising | $152,853 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,264 | TotalAmt |
| Program Services | $473,206 | ProgramServicesAmt |
| Management And General | $103,788 | ManagementAndGeneralAmt |
| Fundraising | $192,270 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,790 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $48,790 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,793 | TotalAmt |
| Program Services | $67,217 | ProgramServicesAmt |
| Management And General | $5,576 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Provision for bad debts adjusted for actual write offs | $874,833 | $874,833 | ||
| Printing, Publication, Postage | $739,885 | $371,327 | $163,220 | $205,338 |
| Equipment and Repairs | $228,176 | $225,172 | $2,726 | $278 |
| Fees, Dues, Subscriptions and Memberships | $179,360 | $164,617 | $14,003 | $740 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,343,204 | TotalAmt |
| Program Services | $11,978,029 | ProgramServicesAmt |
| Management And General | $1,144,297 | ManagementAndGeneralAmt |
| Fundraising | $1,220,878 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,170,091 | BOYAmt |
| EOY | $1,154,260 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,838,707 | BOYAmt |
| EOY | $11,880,049 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,529,513 | BOYAmt |
| EOY | $115,357,890 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,450,462 | BOYAmt |
| EOY | $47,844,523 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
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 | $2,406,456 | BOYAmt |
| EOY | $1,916,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,395,229 | BOYAmt |
| EOY | $178,153,154 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,631 | BOYAmt |
| EOY | $213,368 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,952,821 | BOYAmt |
| EOY | $2,803,689 | 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 |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,452 | BOYAmt |
| EOY | $3,017,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,688,780 | BOYAmt |
| EOY | $10,082,301 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,894,897 | BOYAmt |
| EOY | $71,686,719 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,726,100 | BOYAmt |
| EOY | $93,367,077 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,309,777 | BOYAmt |
| EOY | $175,136,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,395,229 | BOYAmt |
| EOY | $178,153,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,666,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,669,926 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$170,339 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,277,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,644,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,064,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,944,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,335,216 | CurrentTaxYearAmt |
| Total | $75,264,909 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,815,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,277,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,459,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,529,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,617,400 | CurrentTaxYearAmt |
| Total | $16,698,549 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,092,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,921,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,524,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,473,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,952,616 | CurrentTaxYearAmt |
| Total | $91,963,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,487 | SubstantialContributorsTotAmt |
| Public Support Total170 | $91,955,971 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,853,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,316,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,459,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,371,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,633,807 | CurrentTaxYearAmt |
| Total | $12,635,455 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $26,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $104,625,642 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,668,744 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8789 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8644 | 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 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - , COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 26729.0, COLUMN D - , COLUMN E - , COLUMN F - 26729.0; | 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 | $121,444,370 | BeginningYearBalanceAmt |
| Contributions | $3,863,071 | ContributionsAmt |
| Investment Earnings Or Losses | $12,269,546 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,062,047 | GrantsOrScholarshipsAmt |
| Other Expenditures | $553,548 | OtherExpendituresAmt |
| Administrative Expenses | $1,497,185 | AdministrativeExpensesAmt |
| End Year Balance | $131,464,207 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,078,082 | BeginningYearBalanceAmt |
| Contributions | $5,268,720 | ContributionsAmt |
| Investment Earnings Or Losses | $768,197 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,435,506 | GrantsOrScholarshipsAmt |
| Other Expenditures | $828,888 | OtherExpendituresAmt |
| Administrative Expenses | $1,406,235 | AdministrativeExpensesAmt |
| End Year Balance | $121,444,370 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,505,651 | BeginningYearBalanceAmt |
| Contributions | $2,693,910 | ContributionsAmt |
| Investment Earnings Or Losses | $244,315 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,700,035 | GrantsOrScholarshipsAmt |
| Other Expenditures | $276,941 | OtherExpendituresAmt |
| Administrative Expenses | $1,388,818 | AdministrativeExpensesAmt |
| End Year Balance | $119,078,082 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,462,379 | BeginningYearBalanceAmt |
| Contributions | $4,417,685 | ContributionsAmt |
| Investment Earnings Or Losses | $13,337,467 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,209,107 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,196,801 | OtherExpendituresAmt |
| Administrative Expenses | $1,305,972 | AdministrativeExpensesAmt |
| End Year Balance | $119,505,651 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,958,567 | BeginningYearBalanceAmt |
| Contributions | $1,980,063 | ContributionsAmt |
| Investment Earnings Or Losses | $8,387,120 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,888,333 | GrantsOrScholarshipsAmt |
| Other Expenditures | $797,596 | OtherExpendituresAmt |
| Administrative Expenses | $1,177,442 | AdministrativeExpensesAmt |
| End Year Balance | $106,462,379 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0166 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7102 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2732 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $25,423,390 | F |
| PRIVATE INVESTMENT FUNDS | $20,084,511 | F |
| REAL ESTATE FUNDS | $2,336,622 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,844,523 | TotalBookValueSecuritiesAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,716,440 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,669,926 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,617,400 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$1,187,833 | OtherRevenueAmt |
| Revenue Not Reported | -$240,359 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,956,799 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $107,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$54,010 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,990 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,009,789 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,032,781 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,617,400 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $367,010 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,984,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,048,371 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $107,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,187,833 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,294,833 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,343,204 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE PROGRAMS OF THE UNIVERSITY, PROVIDE SCHOLARSHIPS AND SUPPORT FOR UNIVERSITY STUDENTS, AND TO ASSIST IN THE FUNDING OF UNIVERSITY CAPITAL PROJECTS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Foundation has been recognized by the Internal Revenue Service as an organization exempt from federal taxation under Section 501(c)(3) of the Internal Revenue Code. The Foundation is a public charity by reason of being described in Internal Revenue Code Section 170(b)(1)(A)(vi). The Foundation is exempt from federal income taxes except to the extent of income derived from unrelated business activities. Unrelated business income is not material to the consolidated financial statements. The Corporation is incorporated as a limited liability corporation. Accounting principles generally accepted in the United States of America prescribe recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits will be recognized only if a tax position is more-likely-than-not sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. The Foundation completed an analysis of its tax positions, in accordance with Accounting Standards Codification (ASC) 740, Income Taxes, and determined that no amounts were required to be recognized in the consolidated financial statements at June 30, 2017 and 2016. The Foundation would recognize interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The Foundation has no amounts accrued for interest or penalties for the year ended June 30, 2017 and 2016. The Foundation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | RECLASS TO EXPENSE - PROVISION FOR UNCOLLECTIBLE ACCOUNTS - -1187833 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | FUNDRAISING EXPENSE - -54010 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RECLASS - FUNDRAISING EXPENSE - 54010 ACTUAL WRITE-OFF OF UNCOLLECTIBLE PLEDGES - 313000 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | RECLASS - PROVISION FOR UNCOLLECTIBLE ACCOUNTS - 1187833 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $30,424,000 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | N/A | $5,000 |
| 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 | $30,429,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,429,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
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 |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilson-Bennett Technology Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Professional Dr STE 2 | AddressLine1Txt |
| City | Cabot | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telephone Fundraising | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $452,960 | GrossReceiptsAmt |
| Retained By Contractor | $338,595 | RetainedByContractorAmt |
| Net To Organization | $114,365 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $452,960 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $338,595 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $114,365 | TotalNetToOrganizationAmt |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Bravo! BGSU | Event1Nm |
| Gross Receipts Event1 | $69,760 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $58,185 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,575 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,735 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,034 | OtherDirectExpensesEvent1Amt |
| Event2 | GridIron Classic Golf Outing | Event2Nm |
| Gross Receipts Event2 | $37,455 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $23,380 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,075 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,943 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,384 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,440 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $86,366 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $43,814 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $42,552 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,945 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $21,397 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,132 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $193,581 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $125,379 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,202 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,943 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,329 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,572 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,166 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,010 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,192 | 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 | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bowling Green State University | |||||||||||
| 1001 E Wooster St | Bowling Green | OH | 43403 | 346402018 | 115(1) | $3,754,387 | $711,741 | FMV | See Statement | See Statement | |
| BGSU Alumni Association | |||||||||||
| 136 Mercer Rd | Bowling Green | OH | 43403 | 237248524 | 501(c)3 | $255,000 | See Statement | Mileti Alumni Center | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Various Scholarships | GrantTypeTxt |
| Recipient | 1443 | RecipientCnt |
| Cash Grant | $3,465,164 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 1(h) | Bowling Green State University: To support the University's exempt purpose. |
| Schedule I, Part II, Line 1(h) | BGSU Alumni Association: To support the Association's exempt purpose. |
| Schedule I, Part II, Line 1(g) | Bowling Green State University: Supplies and other in-kind items |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | THE FOUNDATION MAINTAINS GUIDELINES/CRITERIA FOR THE USE OF FUNDS FROM EACH OF ITS SCHOLARSHIP ACCOUNTS. EACH OF THE ACCOUNTS HAS AN ACCOUNT REPRESENTATIVE THAT IS RESPONSIBLE FOR MONITORING AND APPROVING ALL ACTIVITY IN THE ACCOUNT. THE ACCOUNT REPRESENTATIVE IS ALSO RESPONSIBLE FOR MONITORING THE SELECTION PROCESS OF SCHOLARSHIP RECIPIENTS TO ENSURE THAT THE ACCOUNT GUIDELINES ARE FOLLOWED. SCHOLARSHIP FUNDS ARE THEN DISTRIBUTED TO THE RECIPIENT BY THE OFFICE OF STUDENT FINANCIAL AID (SFA) THROUGH THE STUDENTS' UNIVERSITY ACCOUNT. THE FOUNDATION THEN REIMBURSES THE UNIVERSITY FOR THOSE SCHOLARSHIP DISTRIBUTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| McGrew Trent Shea | ||||||||||||||
| President & CEO | $251,355 | $0 | $0 | $0 | $387 | $0 | $31,941 | $0 | $24,226 | $0 | $307,909 | $0 | $0 | $0 |
| Kocher Rebecca | ||||||||||||||
| AVP of Alumni Annual Giving and Operation | $155,363 | $0 | $0 | $0 | $81 | $0 | $21,887 | $0 | $8,899 | $0 | $186,230 | $0 | $0 | $0 |
| Anderson Cynthia | ||||||||||||||
| Associate Vice President, (Until October 2016) | $128,274 | $0 | $0 | $0 | $290 | $0 | $18,327 | $0 | $18,127 | $0 | $165,018 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | FormAndLineReferenceDesc |
| Explanation | The top management official of the Foundation is employed by the University and therefore the University establishes the compensation for that individual. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 62 | ContributionCnt |
| Noncash Contributions Rpt F990 | $986,532 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Miscellaneous Items | Desc |
| Contribution | 346 | ContributionCnt |
| Noncash Contributions Rpt F990 | $711,741 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributions reported. Other - Miscellaneous Items Reporting the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 290,991 including grants of $ 255,000)(Revenue $ 0) OTHER PROGRAM SERVICES INCLUDE PROVIDING SUPPORT TO UNIVERSITY INSTITUTES AND CENTERS, ATHLETIC AND RECREATIONAL PROGRAMS, AND WBGU-TV, THE BGSU TELEVISION STATION. |
| Form 990, Part VI, Line 13 Written Whistleblower Policy | The Foundation's current practice is to follow the written whistleblower policy as adopted and implemented by Bowling Green State University. |
| Form 990, Part VI, Line 14 Written Document Retention and Destruction Policy | The Foundation's current practice is to follow the written document retention and destruction policy as adopted and implemented by Bowling Green State University. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A COMPLETED FINAL DRAFT COPY OF THE FORM 990 AND SUPPLEMENTAL SCHEDULES IS PRESENTED TO THE BOARD FOR REVIEW. FOLLOWING THIS REVIEW AND THE COMPLETION OF ANY REVISIONS OR CORRECTIONS, A FINAL FORM 990 IS E-MAILED TO ALL FOUNDATION BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ALL FOUNDATION BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THE DIRECTOR OF NON-PROFIT ACCOUNTING ELECTRONICALLY DISTRIBUTES THE QUESTIONNAIRE TO ALL DIRECTORS DURING THE FISCAL YEAR. THE DIRECTOR OF NON PROFIT ACCOUNTING TRACKS THE RESPONSES ELECTRONICALLY AND FOLLOWS UP WITH ANYONE WHO HAS NOT RESPONDED UNTIL ALL RESPONSES ARE RECEIVED. IN ADDITION, ANY EXCEPTIONS TO THE POLICY AS NOTED ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT/CEO FOR HIS DISPOSITION. ALL DIRECTORS ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST IN ANY MATTERS BROUGHT BEFORE THE BOARD PRIOR TO DISCUSSION OF THAT MATTER AND TO SUBSEQUENTLY RECUSE THEMSELVES FROM VOTING OR DISMISS THEMSELVES FROM THE MEETING. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICES LOCATED AT MILETI ALUMNI CENTER, BOWLING GREEN, OHIO. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN SPLIT INTEREST AGREEMENTS - 142661; WRITE OFF OF UNCOLLECTIBLE PLEDGES - -313000; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWLING GREEN STATE UNIV FOUNDATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MILETI ALUMNI CENTER | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346007199 | EIN |
| Primary Activities | REAL ESTATE MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $606,890 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGSU FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWLING GREEN STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1851 N Research Drive | AddressLine1Txt |
| City | BOWLING GREEN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346402018 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (6) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |