WASHBURN UNIVERSITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WASHBURN UNIVERSITY FOUNDATION (EIN 48-6105561)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-31
- IRS object ID
- 201823049349301417
- Schema version
- 2017v2.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-31T10:37:40-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480882363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIZE HOUSER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 S KANSAS AVE 400 | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 666033454 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486105561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHBURN UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 7856704483 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 SW MACVICAR AVENUE | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHALL MEEK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bradley N Owen | PreparerPersonNm |
| PTIN | P00248742 | PTIN |
| Phone | 7852330536 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARSHALL B MEEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 SW MACVICAR AVE | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,428,856 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wualumni.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1865 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | The Foundation was created to assist in the promotion, development and enhancement of the financial resources for Washburn University of Topeka, as well as to receive and hold in trust any assets given in benefit of the University. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 108 | TotalEmployeeCnt |
| Total Volunteers | 99 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$374,011 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,296,792 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,837,162 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,385,283 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,061,870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,817,632 | PYOtherRevenueAmt |
| CY Other Revenue | $1,543,570 | CYOtherRevenueAmt |
| PY Total Revenue | $14,499,707 | PYTotalRevenueAmt |
| CY Total Revenue | $16,442,602 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,621,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,296,848 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,674,221 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,425,280 | PYOtherExpensesAmt |
| CY Other Expenses | $17,860,406 | CYOtherExpensesAmt |
| PY Total Expenses | $12,046,438 | PYTotalExpensesAmt |
| CY Total Expenses | $21,157,254 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,453,269 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,714,652 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $193,460,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,450,691 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,447,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,112,408 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $152,013,155 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $153,338,283 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation was created to assist in the promotion, development and enhancement of the financial resources for Washburn University of Topeka, as well as to receive and hold in trust any assets given in benefit of the University. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,925,906 | ExpenseAmt |
| Revenue | $16,442,602 | RevenueAmt |
| Desc | PROVIDE UNIVERSITY SUPPORT INCLUDING STUDENT SUPPORT (PRIMARILY SCHOLARSHIPS), FACULTY & STAFF SUPPORT, AND SUPPORT FOR MAJOR CONSTRUCTION PROJECTS | Desc |
| Total Program Service Expenses | $16,925,906 | 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 | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | 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 | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 108 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM STOGSDILL | PersonNm |
| Phone | 7856702754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 SW MACVICAR AVENUE | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 |
|---|---|---|---|---|---|---|---|---|
| ANN ADRIAN | ||||||||
| Secretary | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA HEATH | ||||||||
| CHAIRPERSON | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BERNARD BIANCHINO | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES CLARKE | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE BARTON | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY CLAYTON | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN HUTCHINS | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE LAUGHON | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRIS RINNE | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK YARDLEY | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ROSS | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH ROSE | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEE BISEL | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL HOFERER | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM DURST | ||||||||
| CHAIRPERSON-ELE | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF UNGERER | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK NORDSTROM | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKI SUMMERSON | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAL ROBINSON | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG GREENWOOD | ||||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE KUCKELMAN | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DL SMITH | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ED GLOTZBACH | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MUSTAIN | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY EISENBARTH | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN MCCREARY | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIANN MAZACHEK PHD | ||||||||
| PAST PRESIDENT | 40.00 | 0.00 | Yes (X) | $179,122 | $0 | $17,630 | ||
| MARSHALL B MEEK | ||||||||
| President | 40.00 | 0.00 | Yes (X) | $169,332 | $0 | $30,524 | ||
| JIM STOGSDILL | ||||||||
| SR DIR OF FINANCE | 40.00 | 0.00 | $130,059 | $0 | $23,227 | Yes (X) | ||
| RANDALL SCOTT | ||||||||
| SR DEV DIRECTOR | 40.00 | 0.00 | $110,102 | $0 | $16,699 | Yes (X) | ||
| PATRICK MIKESIC | ||||||||
| EXEC DIR DEV LAW | 40.00 | 0.00 | $101,334 | $0 | $23,854 | Yes (X) | ||
| JEANNIE SHY | ||||||||
| SR DIR GIFT PLNG | 40.00 | 0.00 | $106,212 | $0 | $15,391 | Yes (X) | ||
| CINDY BARRY | ||||||||
| SR DEV DIRECTOR | 0.00 | 0.00 | $141,913 | $0 | $9,347 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $938,074 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $136,672 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 83232 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606910232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANGEMENT | ServicesDesc |
| Compensation | $308,547 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,837,162 | AllOtherContributionsAmt |
| Noncash Contributions | $1,241,409 | NoncashContributionsAmt |
| Total Contributions | $13,837,162 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,753,091 | TotalRevenueColumnAmt |
| Exclusion | $2,753,091 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $317,387 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $156,841 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $160,546 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,546 | TotalRevenueColumnAmt |
| Exclusion | $160,546 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,138,192 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,829,413 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,691,221 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,691,221 | TotalRevenueColumnAmt |
| Exclusion | -$1,691,221 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADMINISTRATION | $1,131,606 | $1,131,606 |
| MISCELLANEOUS | $251,418 | $251,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,383,024 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,442,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,383,024 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,222,416 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,985 | TotalAmt |
| Management And General | $113,992 | ManagementAndGeneralAmt |
| Fundraising | $113,993 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,304,621 | TotalAmt |
| Program Services | $208,969 | ProgramServicesAmt |
| Management And General | $738,400 | ManagementAndGeneralAmt |
| Fundraising | $1,357,252 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,143 | TotalAmt |
| Program Services | $19,837 | ProgramServicesAmt |
| Management And General | $66,968 | ManagementAndGeneralAmt |
| Fundraising | $132,338 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,044 | TotalAmt |
| Program Services | $37,291 | ProgramServicesAmt |
| Management And General | $137,903 | ManagementAndGeneralAmt |
| Fundraising | $182,850 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,055 | TotalAmt |
| Program Services | $15,679 | ProgramServicesAmt |
| Management And General | $58,202 | ManagementAndGeneralAmt |
| Fundraising | $113,174 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,103 | TotalAmt |
| Program Services | $757,103 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,971 | TotalAmt |
| Program Services | $3,448 | ProgramServicesAmt |
| Management And General | $18,311 | ManagementAndGeneralAmt |
| Fundraising | $29,212 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,014 | TotalAmt |
| Management And General | $76,416 | ManagementAndGeneralAmt |
| Fundraising | $131,598 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,052 | TotalAmt |
| Program Services | $80,859 | ProgramServicesAmt |
| Management And General | $3,061 | ManagementAndGeneralAmt |
| Fundraising | $231,132 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,303 | TotalAmt |
| Program Services | $49,303 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,996 | TotalAmt |
| Management And General | $19,996 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNIVERSITY SUPPORT | $15,546,662 | $15,546,662 | ||
| printing, postage and publicat | $278,099 | $113,157 | $560 | $164,382 |
| MISCELLANEOUS EXPENSES | $131,670 | $9,777 | $74,033 | $47,860 |
| TRUSTEE EXPENSE | $90,561 | $90,561 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,975 | TotalAmt |
| Program Services | $83,821 | ProgramServicesAmt |
| Management And General | $158,724 | ManagementAndGeneralAmt |
| Fundraising | $170,430 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,157,254 | TotalAmt |
| Program Services | $16,925,906 | ProgramServicesAmt |
| Management And General | $1,557,127 | ManagementAndGeneralAmt |
| Fundraising | $2,674,221 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,337,174 | BOYAmt |
| EOY | $2,659,018 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,680,507 | BOYAmt |
| EOY | $14,520,738 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,964 | BOYAmt |
| EOY | $43,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,406,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $431,639 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,048,605 | BOYAmt |
| EOY | $2,974,558 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,821,682 | BOYAmt |
| EOY | $153,563,556 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,032,020 | BOYAmt |
| EOY | $19,282,103 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,497,984 | BOYAmt |
| EOY | $10,407,503 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,460,936 | BOYAmt |
| EOY | $203,450,691 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,666 | BOYAmt |
| EOY | $433,485 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,410,457 | BOYAmt |
| EOY | $49,289,249 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,658 | BOYAmt |
| EOY | $389,674 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,447,781 | BOYAmt |
| EOY | $50,112,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,739,028 | BOYAmt |
| EOY | $7,312,808 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,898,417 | BOYAmt |
| EOY | $61,003,823 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,375,710 | BOYAmt |
| EOY | $85,021,652 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,013,155 | BOYAmt |
| EOY | $153,338,283 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,460,936 | BOYAmt |
| EOY | $203,450,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,714,652 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,533,325 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $506,455 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,683,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,130,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,833,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,296,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,837,162 | CurrentTaxYearAmt |
| Total | $58,781,425 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,683,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,130,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,833,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,296,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,837,162 | CurrentTaxYearAmt |
| Total | $58,781,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,210,622 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,570,803 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,538,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,509,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,644,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,136,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,753,091 | CurrentTaxYearAmt |
| Total | $23,581,862 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,363,287 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,899,912 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,989,714 | BeginningYearBalanceAmt |
| Contributions | $6,432,677 | ContributionsAmt |
| Investment Earnings Or Losses | $4,525,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,657,874 | OtherExpendituresAmt |
| Administrative Expenses | $2,414,295 | AdministrativeExpensesAmt |
| End Year Balance | $88,876,128 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,413,381 | BeginningYearBalanceAmt |
| Contributions | $2,811,139 | ContributionsAmt |
| Investment Earnings Or Losses | $10,022,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,832,605 | OtherExpendituresAmt |
| Administrative Expenses | $2,424,384 | AdministrativeExpensesAmt |
| End Year Balance | $82,989,714 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,714,289 | BeginningYearBalanceAmt |
| Contributions | $2,799,746 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,705,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,092,778 | OtherExpendituresAmt |
| Administrative Expenses | $2,302,653 | AdministrativeExpensesAmt |
| End Year Balance | $75,413,381 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,601,824 | BeginningYearBalanceAmt |
| Contributions | $3,771,343 | ContributionsAmt |
| Investment Earnings Or Losses | $272,526 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,721,965 | OtherExpendituresAmt |
| Administrative Expenses | $2,209,439 | AdministrativeExpensesAmt |
| End Year Balance | $79,714,289 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,982,878 | BeginningYearBalanceAmt |
| Contributions | $2,451,784 | ContributionsAmt |
| Investment Earnings Or Losses | $10,563,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,389,617 | OtherExpendituresAmt |
| Administrative Expenses | $2,006,960 | AdministrativeExpensesAmt |
| End Year Balance | $80,601,824 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $892,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $892,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,108,000 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $87,833 | DepreciationAmt |
| Book Value | $2,020,167 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $406,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $343,806 | DepreciationAmt |
| Book Value | $62,391 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,974,558 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $19,282,103 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $7,210,929 |
| bequest receivable | $1,553,938 |
| INVESTMENT INCOME RECEIVABLE | $28,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,407,503 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITIES | Desc |
| Amt | $389,674 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $389,674 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $22,070,279 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,533,325 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $345,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $506,455 | OtherRevenueAmt |
| Revenue Not Reported | $6,384,780 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,685,499 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $757,103 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $757,103 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,442,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,745,151 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $345,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $345,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,400,151 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $757,103 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $757,103 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,157,254 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: Explanation of escrow account liability | The Foundation holds and manages certain assets of Washburn University of Topeka and Washburn Law School Foundation. |
| Part V, Line 4: Intended uses of the endowment fund. | The income from the endowment funds is used for the benefit of Washburn University of Topeka, including scholarship support, student support, program support, faculty support, professorship/chairs, and capital support. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | CHANGE IN BENEFICIAL INTEREST $506455 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| CINDY BARRY | ||||||
| SR DEV DIRECTOR | $47,895 | $1,781 | $92,237 | $4,968 | $4,379 | $151,260 |
| JIM STOGSDILL | ||||||
| SR DIR OF FINANCE | $126,296 | $3,763 | $13,537 | $9,690 | $153,286 | |
| JULIANN MAZACHEK PHD | ||||||
| PAST PRESIDENT | $82,947 | $65,000 | $31,175 | $14,795 | $2,835 | $196,752 |
| MARSHALL B MEEK | ||||||
| President | $161,899 | $7,433 | $17,334 | $13,190 | $199,856 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | The President receives a membership to the Topeka Country Club. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 54 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,241,409 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Quoted price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | In general, all donations of marketable securities are transferred to a bank or broker via electronic transfer for immediate sale. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is presented to the Audit Committee for discussion and review and then the Board of Directors is notified that the Form 990 is available for review. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | CONFLICT OF INTERESTIt is the Washburn University Foundation's (the Foundation) policy that actual conflicts of interest, and the appearance of a conflict of interest, be avoided. A conflict of interest arises in any situation which a trustee, officer, employee, or agent of the Foundation (collectively referred to as an "Foundation representative") is involved in an activity which could adversely affect his/her judgment with respect to the business of the Foundation or the University. If a conflict or potential conflict arises, the individual shall disclose, in writing, the existence of the conflict to the President of the Foundation prior to making, or participating in, any Foundation or University decision involving the situation in which the conflict of interest exists. Examples of situations in which a conflict of interest or the appearance of conflict of interest may be present, include, but are not limited to, the following situations:1.Purchasing supplies or equipment from a vendor in which an Foundation representative has an ownership interest or where a family member of an Foundation representative might benefit from the transaction.2.A directorship or active participation with an Foundation or an organization that transacts business with the Foundation.3.Use of the information obtained from the Foundation for personal gain or benefit (e.g., acquiring property for resale to the Foundation).4.Foundation representative acting as a consultant in regard to subjects where the representative gained information from the Foundation and that information is proprietary in nature.5.Disclosing to outside parties plans and other information on the Foundation when such information is not readily available to the general public.Foundation representatives may find that, as a result of their activities on behalf of the Foundation, they may be offered personal gifts, benefits, or services. Generally, such items should not be accepted. However, there are situations where a personal relationship evolves from Foundation business, and it may be appropriate for Foundation representatives to accept certain items in particular circumstances. These include meals, refreshments or entertainment (as long as the amounts spent on such activities are reasonable); gifts related to events or occasions such as promotions, weddings, birthdays, etc. (as long as the amounts spent on such item are reasonable); awards or recognitions provided by civic, educational, professional or other similar groups of organizations; or token items. Whenever it might appear that receipt of such an item is in return for Foundation business, then the offer and/or tender of the gift should be disclosed in writing to the President of the Foundation.Development officers shall not act as a donor's legal, financial or tax advisor. While, as a part of the development process, development officers may have occasion to comment on tax and financial matters, it is incumbent upon the development officer to urge the donor to seek the independent advice of his/her attorney and other advisors on all matters relative to a proposed gift or transaction.ANNUAL STATEMENT/ACKNOWLEDGEMENT FORMA.Trustees, officers, and agents will be asked to sign a statement that they are aware of and have complied with the provisions of this document. Such a statement will include an itemization of any conflict of interest for such trustee, officer or agent. Conflicts must be disclosed once incurred. Disclosure shall not be delayed due to the annual acknowledgement process.Trustees, officers and agents will receive an Annual Statement Acknowledgement Form.B.Acknowledgement forms for officers, directors and agents will be provided by and returned to the President of the Foundation. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | WASHBURN UNIVERSITY FOUNDATION EXECUTIVE COMPENSATION POLICYGovernance and ProceduresWashburn University Foundation's executive compensation program is administered by the Executive Committee of the Board of Directors. The Executive Committee is responsible for establishing and maintaining a competitive compensation program for the president and selected key executives of the organization. To support the Executive Committee in its annual review of executive compensation, a special committee, the Compensation Committee, comprised of the Chair of the Board and 2-4 additional members of the Board appointed by the Governance Committee, will be responsible for gathering and reviewing compensation information of the competitive market. Based upon this information, the Compensation Committee will report and recommend a compensation package for the president and any other selected key executives to the Executive Committee for their discussion and recommendation to the Board of Directors. The Executive Committee annually completes the following tasks related to performance and compensation of the president:1.Establishes annual goals and reviews, confirms and adapts as necessary standing goals for president for upcoming year2.Assesses performance of the president by evaluating progress on annual and standing goals and achievements of the organization by gathering information from key individuals and using both qualitative and quantitative metrics as deemed necessary and appropriate 3.Reviews the report and recommendation of the Compensation Committee on the compensation program for the president considering relevant market information4.Informs the Board of Directors in Executive Session about the performance of the president (first meeting following end of fiscal year)5.Provides recommendations for compensation of the president to the Board of Directors in Executive Session for approval 6.Chair prepares a "confidential memo for the file" documenting the entire process of the committee. The memo will include how the performance review was conducted, how the comparative market survey information was selected and gathered, and any subsequent recommendations approved by the board. Any related information will be attached to the memo and will be filed in the board's confidential files and will be made available for the audit process. The chairperson of the Board will meet with the president to review and provide feedback on the performance assessment in a timely manner. Under normal circumstances, this meeting should occur prior to the board meeting the report on the performance assessment will be presented.The Executive Committee can authorize and commission an annual review by an independent consulting firm to evaluate the organization's executive compensation program against the competitive market. The evaluation would usually be completed and reviewed in the summer of each year and is intended to ensure the compensation program falls within a reasonable range of competitive practices for comparable positions among similarly situated organizations.During the summer of each year, the executive committee reviews and approves, for the president and any other selected key executives, base salaries, annual incentive opportunity adjustments, and objectives and goals for the upcoming year's annual incentive plan. The committee reviews and recommends to the board salary approval and incentive awards for the chief executive.While the president bears responsibility for establishing the salaries and bonuses of all Foundation staff except the president, the executive committee will annually receive a report from the president on the compensation of all individuals being reported as key employees or as one of the five highest compensated employees on the IRS Form 990 to ensure the compensation program falls within a reasonable range of competitive practices for comparable positions among similarly situated organizations. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Information made available on the Foundation's website. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | CHANGE IN BENEFICIAL INTEREST = $506455 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMPACT ASSET MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 SW MACVICAR AVE | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814473179 | EIN |
| Primary Activities | REAL ESTATE RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Total Income | $317,387 | TotalIncomeAmt |
| End Of Year Assets | $3,359,709 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washburn University Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |