STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

METROPOLITAN STATE UNIVERSITY FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
METROPOLITAN STATE UNIVERSITY FOUNDATION (EIN 23-7296162)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-04-24
IRS object ID
201821149349300317
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-24T11:44:38-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410996210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wilkerson Guthmann & Johnson LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11210 West County Road E Ste 100AddressLine1Txt
CityArden HillsCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237296162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Metropolitan State University FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMETRBusinessNameControlTxt
Phone6517931802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 East Seventh StreetAddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZeeshan BaigPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6517931802PhoneNum
Signature2018-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert J GeorgesPreparerPersonNm
PTINP01209197PTIN
Phone6512221801PhoneNum
Preparation2018-04-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.160.106.33IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-04-24IPDt
IP Tm11:10:11IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id245992F6D1B40BE7553EFECA280A42858A762B78AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerZeeshan BaigPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 East Seventh StreetAddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,465,456GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.metrostate.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTo generate public and private support and awareness for Metropolitan State University.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers87TotalVolunteersCnt
Total Gross UBI$2,513TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,513NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$807,147PYContributionsGrantsAmt
CY Contributions Grants$2,663,290CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$58,063PYInvestmentIncomeAmt
CY Investment Income$70,456CYInvestmentIncomeAmt
PY Other Revenue$59,510PYOtherRevenueAmt
CY Other Revenue$155,164CYOtherRevenueAmt
PY Total Revenue$924,720PYTotalRevenueAmt
CY Total Revenue$2,888,910CYTotalRevenueAmt
PY Grants And Similar Paid$798,688PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$709,365CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$14,315PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$9,354CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$57,625CYTotalFundraisingExpenseAmt
PY Other Expenses$114,852PYOtherExpensesAmt
CY Other Expenses$129,321CYOtherExpensesAmt
PY Total Expenses$927,855PYTotalExpensesAmt
CY Total Expenses$848,040CYTotalExpensesAmt
PY Revenues Less Expenses-$3,135PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,040,870CYRevenuesLessExpensesAmt
Total Assets BOY$4,677,957TotalAssetsBOYAmt
Total Assets EOY$7,018,528TotalAssetsEOYAmt
Total Liabilities BOY$228,369TotalLiabilitiesBOYAmt
Total Liabilities EOY$125,550TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,449,588NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,892,978NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo generate maximum public awareness, governmental and private support for Metropolitan State University, and to assist the University in its development as a comprehensive urban university in the Twin Cities metropolitan area.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$458,151ExpenseAmt
Grant$458,151GrantAmt
DescTO PROVIDE SUPPORT TO THE VARIOUS UNIVERSITY ACADEMIC PROGRAMS ANDSPECIAL INITIATIVES, ENABLING THE FURTHER STRENGTHENING OF THESE PROGRAMS. SIGNIFICANT PROGRAMS DEVELOPED AND ASSISTED WERE THE PATHWAYS PROGRAM, WHICH PROVIDES CAREER SUPPORT FOR STUDENTS WITH AN INTEREST IN THE INSURANCE INDUSTRY AND THE CAREER READY INTERNSHIP PROGRAM WHICH PROVIDES CAREER SUPPORT FOR STUDENTS IN THE COMPLETION OF AN ACADEMIC INTERNSHIP FOR CREDIT TOWARDS DEGREE COMPLETION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$249,214ExpenseAmt
Grant$249,214GrantAmt
DescTO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THE FOUNDATION'S PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 144 SCHOLARSHIPS WERE AWARDED THIS YEAR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$15,686ExpenseAmt
Grant$2,000GrantAmt
DescThe Alumni Association is to generate maximum public awareness for the University, to recognize the accomplishments and contributions of alumni and faculty, inspire prospective students to attend the University, collaborate with the University in its effort to build relationships with alumni and constituency, and help students foster a lifelong relationship with the University.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$20,018ExpenseAmt
DescTO PROVIDE SUPPORT TO OPERATE THE FOUNDATION INCLUDING FUNDRAISINGSUPPORT, FINANCIAL STATEMENT PREPARATION AND DISCRETIONARY FUNDS TOASSIST THE UNIVERSITY IN MEETING OBLIGATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$20,018TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$743,069TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Deb VosBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6517931802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 East Seventh StreetAddressLine1Txt
CitySaint PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SAMUEL ORTIZ VERDEJA
Chair1.00Yes (X)Yes (X)$0$0$0
May Shoua Moua
Past Chair0.50Yes (X)Yes (X)$0$0$0
richard Smith
Co Vice CHAIR0.50Yes (X)Yes (X)$0$0$0
MichAel Langley
Co Vice CHAIR0.50Yes (X)Yes (X)$0$0$0
Zeeshan Baig
Treasurer0.50Yes (X)Yes (X)$0$0$0
Craig Vinje
Trustee0.10Yes (X)$0$0$0
CHRISTINE BOESE
TRUStee0.50Yes (X)$0$0$0
TERi Calderon
TRUStee0.50Yes (X)$0$0$0
GARY CUNNINGHAM
TRUSTee0.10Yes (X)$0$0$0
JOSeph Ellis
TRUSTee0.10Yes (X)$0$0$0
OCHEN KAYLAN
TRUSTee0.50Yes (X)$0$0$0
SOPHia Khan
Trustee0.10Yes (X)$0$0$0
Gregory Lais
Trustee0.50Yes (X)$0$0$0
Chia-Yin Lo
Trustee0.10Yes (X)$0$0$0
JOSEPH Neuberger
TRUStee0.10Yes (X)$0$0$0
Mike PARRISH
Trustee0.10Yes (X)$0$0$0
Robert Carter
Trustee0.10Yes (X)$0$0$0
Wendy Brekken
Trustee0.10Yes (X)$0$0$0
Tene Wells
Trustee0.10Yes (X)$0$0$0
Deb Vos
Officer40.00Yes (X)$0$97,257$18,332
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$97,257TotReportableCompRltdOrgAmt
Total Other Compensation$18,332TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$6,123FundraisingAmt
All Other Contributions$2,657,167AllOtherContributionsAmt
Noncash Contributions$39,667NoncashContributionsAmt
Total Contributions$2,663,290TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,456TotalRevenueColumnAmt
Exclusion$70,456ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,566,439SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,566,439SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$16,662FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,123ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,107FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,555TotalRevenueColumnAmt
Exclusion$6,555ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Administrative Fees561000$131,082$131,082
ALUMNI ASSN ROYALTIES900004$15,014$15,014
ALUMNI ASSN COMMISSIONS623990$2,513$2,513
FieldValueIRS element (for citing)
Other Revenue Total$148,609OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,888,910TotalRevenueColumnAmt
Related Or Exempt Func Income$131,082RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,513UnrelatedBusinessRevenueAmt
Exclusion$92,025ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$458,151TotalAmt
Program Services$458,151ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$251,214TotalAmt
Program Services$251,214ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,100TotalAmt
Management And General$22,100ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$9,354TotalAmt
Fundraising$9,354FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,160TotalAmt
Management And General$3,160ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,486TotalAmt
Management And General$15,486ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,030TotalAmt
Management And General$2,030ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Fundraising Events & Pu$32,094$32,094
Development Staff Suppo$21,680$2,125$19,555
Miscellaneous$19,085$14,052$463$4,570
OTHER ALUMNI ASSOCIATIO$13,686$13,686

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$848,040TotalAmt
Program Services$743,069ProgramServicesAmt
Management And General$47,346ManagementAndGeneralAmt
Fundraising$57,625FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$90,255BOYAmt
EOY$21,178EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$35,675BOYAmt
EOY$15,741EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$120,457BOYAmt
EOY$893,381EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,276BOYAmt
EOY$12,163EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,191,281BOYAmt
EOY$5,968,323EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$230,013BOYAmt
EOY$107,742EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,677,957BOYAmt
EOY$7,018,528EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$217,409BOYAmt
EOY$112,628EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,960BOYAmt
EOY$12,922EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$228,369BOYAmt
EOY$125,550EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$260,365BOYAmt
EOY$453,378EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,486,720BOYAmt
EOY$2,006,232EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,702,503BOYAmt
EOY$4,433,368EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,449,588BOYAmt
EOY$6,892,978EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,677,957BOYAmt
EOY$7,018,528EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,040,870ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$402,520NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$455,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$625,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$676,076CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$807,147CurrentTaxYearMinus1YearAmt
Current Tax Year$2,663,290CurrentTaxYearAmt
Total$5,227,779TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$455,786CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$625,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$676,076CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$807,147CurrentTaxYearMinus1YearAmt
Current Tax Year$2,663,290CurrentTaxYearAmt
Total$5,227,779TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,113,216SubstantialContributorsTotAmt
Public Support Total170$2,114,563PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$107,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,866CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,860CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$112,743CurrentTaxYearMinus1YearAmt
Current Tax Year$216,553CurrentTaxYearAmt
Total$616,551TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,162CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,996CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,610CurrentTaxYearMinus1YearAmt
Current Tax Year$2,513CurrentTaxYearAmt
Total$9,997TotalAmt
FieldValueIRS element (for citing)
Total Support$5,854,327TotalSupportAmt
Public Support CY1700.36120PublicSupportCY170Pct
Public Support PY1700.51710PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,183,753BeginningYearBalanceAmt
Contributions$36,912ContributionsAmt
Investment Earnings Or Losses$62,185InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,537GrantsOrScholarshipsAmt
End Year Balance$3,192,313EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,870,592BeginningYearBalanceAmt
Contributions$64,703ContributionsAmt
Investment Earnings Or Losses$283,808InvestmentEarningsOrLossesAmt
Grants Or Scholarships$35,350GrantsOrScholarshipsAmt
End Year Balance$3,183,753EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,754,727BeginningYearBalanceAmt
Contributions$15,214ContributionsAmt
Investment Earnings Or Losses$206,251InvestmentEarningsOrLossesAmt
Grants Or Scholarships$105,600GrantsOrScholarshipsAmt
End Year Balance$2,870,592EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Descscholarships payableDesc
Amt$12,922Amt
FieldValueIRS element (for citing)
Total Liability$12,922TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,851,679TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$402,520NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$560,249DonatedServicesAndUseFcltsAmt
Revenue Not Reported$962,769RevenueNotReportedAmt
Revenue Subtotal$2,888,910RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,888,910TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,408,289TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$560,249DonatedServicesUseFcltsAmt
Expenses Not Reported$560,249ExpensesNotReportedAmt
Expenses Subtotal$848,040ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$848,040TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationThe organization's endowment funds are used for student scholarships and academic program support.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf TournamentEvent1Nm
Gross Receipts Event1$22,785GrossReceiptsEvent1Amt
Charitable Contri Event1$6,123CharitableContriEvent1Amt
Gross Revenue Event1$16,662GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,834RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$3,273OtherDirectExpensesEvent1Amt
Gross Receipts Total$22,785GrossReceiptsTotalAmt
Charitable Contributions Tot$6,123CharitableContributionsTotAmt
Gross Revenue Total Events$16,662GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,834RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$3,273OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,107DirectExpenseSummaryEventsAmt
Net Income Summary$6,555NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Metropolitan State UniversityBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 east 7th streetAddressLine1Txt
CitySaint PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Recipient EIN416007162RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$458,151CashGrantAmt
Purpose Of GrantTo support the University (see statement of program service accomplishments)PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR INDIVIDUALS ATTENDING METROPOLITAN STATE UNIVERSITYGrantTypeTxt
Recipient150RecipientCnt
Cash Grant$249,214CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationStudents apply for scholarships using an application form. This form is reviewed by scholarship committees in conjunction with information from the Financial Aid Office. Documentation is kept on all awards made including recipient name, amount and which scholarship was received.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$33,660NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescMiscellaneousDesc
Contribution11ContributionCnt
Noncash Contributions Rpt F990$6,007NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationDonations of stock are sent directly to investment managers with instructions to sell immediately.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe Form 990 is presented to the Foundation's Finance and Audit Committee for review. The Finance and Audit Committee is given the opportunity to comment and is ultimately given the charge to approve for submission on behalf of the Metropolitan State University Foundation.
Form 990, Part VI, Section B, line 12cManagement regularly and consistently monitors this policy with current Board members. If a conflict of interest situation is identified, procedures are in place for full enforcement of compliance with the policy.
Form 990, Part VI, Section C, line 19The organization makes its governing documents, conflict of interest, and financial statements available to the public upon request.
Form 990, Part XII, Line 2c:The oversight process or selection process did not change DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Metropolitan State UniversityBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 East 7th StreetAddressLine1Txt
CitySaint PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
EIN416007162EIN
Primary ActivitiesEducationPrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(b)(1)(A)(ii)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Metropolitan State University
B$707,365CASH
metropolitan State University
L$57,625CASH
Metropolitan State University
N$129,288Calculated/State Guidelines
Metropolitan State University
O$430,961CASH
Metropolitan State University
C$560,249SALARY AMOUNT/STATE GUIDELINES