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METROPOLITAN STATE UNIVERSITY FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
METROPOLITAN STATE UNIVERSITY FOUNDATION (EIN 23-7296162)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-03-16
IRS object ID
201700759349300820
Schema version
2015v3.0
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)
Return2017-03-16T13:21:18-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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)
PersonCatherine J O'BrienPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6517931802PhoneNum
Signature2017-03-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert J GeorgesPreparerPersonNm
PTINP01209197PTIN
Phone6512221801PhoneNum
Preparation2017-03-16PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCatherine J O'BrienPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 East Seventh StreetAddressLine1Txt
CitySt PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,444,618GrossReceiptsAmt
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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers57TotalVolunteersCnt
Total Gross UBI$1,610TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$610NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$676,076PYContributionsGrantsAmt
CY Contributions Grants$807,147CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$75,869PYInvestmentIncomeAmt
CY Investment Income$58,063CYInvestmentIncomeAmt
PY Other Revenue$22,445PYOtherRevenueAmt
CY Other Revenue$59,510CYOtherRevenueAmt
PY Total Revenue$774,390PYTotalRevenueAmt
CY Total Revenue$924,720CYTotalRevenueAmt
PY Grants And Similar Paid$652,563PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$798,688CYGrantsAndSimilarPaidAmt
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$4,679PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$14,315CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$57,324CYTotalFundraisingExpenseAmt
PY Other Expenses$103,203PYOtherExpensesAmt
CY Other Expenses$114,852CYOtherExpensesAmt
PY Total Expenses$760,445PYTotalExpensesAmt
CY Total Expenses$927,855CYTotalExpensesAmt
PY Revenues Less Expenses$13,945PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,135CYRevenuesLessExpensesAmt
Total Assets BOY$4,651,544TotalAssetsBOYAmt
Total Assets EOY$4,677,957TotalAssetsEOYAmt
Total Liabilities BOY$65,908TotalLiabilitiesBOYAmt
Total Liabilities EOY$228,369TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,585,636NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,449,588NetAssetsOrFundBalancesEOYAmt
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$582,855ExpenseAmt
Grant$582,855GrantAmt
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$213,833ExpenseAmt
Grant$213,833GrantAmt
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$12,672ExpenseAmt
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$20,995ExpenseAmt
DescTO PROVIDE SUPPORT TO THE FOUNDATION FOR PROGRAM CULTIVATION AND DEVELOPMENT.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$20,995TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$830,355TotalProgramServiceExpensesAmt
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 Contri0DeductibleNonCashContriInd
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 Document3IRPDocumentCnt
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
May Shoua Moua
Chair1.00Yes (X)Yes (X)$0$0$0
Craig Vinje
Past Chair1.00Yes (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
Cathy O'Brien
Treasurer0.50Yes (X)Yes (X)$0$0$0
Zeeshan Baig
Trustee0.10Yes (X)$0$0$0
CHRISTINE BOESE
TRUStee0.10Yes (X)$0$0$0
ELLIS F BULLOCK JR
TRUstee0.10Yes (X)$0$0$0
TERi Calderon
TRUStee0.10Yes (X)$0$0$0
GARY CUNNINGHAM
TRUSTee0.10Yes (X)$0$0$0
JOSeph Ellis
TRUSTee0.10Yes (X)$0$0$0
OCHEN KAYLAN
TRUSTee0.10Yes (X)$0$0$0
SOPHia Khan
TRUStee0.10Yes (X)$0$0$0
Gregory Lais
Trustee0.10Yes (X)$0$0$0
Chia-Yin Lo
Trustee0.10Yes (X)$0$0$0
JOSEPH Neuberger
TRUStee0.10Yes (X)$0$0$0
SAMUEL ORTIZ VERDEJA
TRUStee0.10Yes (X)$0$0$0
Mike PARRISH
Trustee0.10Yes (X)$0$0$0
Lisa Schoening
Trustee0.10Yes (X)$0$0$0
Richard Zehring
Trustee0.10Yes (X)$0$0$0
Deb Vos
Officer40.00Yes (X)$0$94,538$17,940
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$94,538TotReportableCompRltdOrgAmt
Total Other Compensation$17,940TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$9,068FundraisingAmt
All Other Contributions$798,079AllOtherContributionsAmt
Noncash Contributions$1,512NoncashContributionsAmt
Total Contributions$807,147TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,138TotalRevenueColumnAmt
Exclusion$58,138ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$510,996SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$511,071SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$75SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$75TotalRevenueColumnAmt
Exclusion-$75ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,047FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$9,068ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,827FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,220TotalRevenueColumnAmt
Exclusion$3,220ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Administrative Fees561000$40,451$40,451
ALUMNI ASSN ROYALTIES900004$14,229$14,229
ALUMNI ASSN COMMISSION623990$1,610$1,610
FieldValueIRS element (for citing)
Other Revenue Total$56,290OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$924,720TotalRevenueColumnAmt
Related Or Exempt Func Income$40,451RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,610UnrelatedBusinessRevenueAmt
Exclusion$75,512ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$582,855TotalAmt
Program Services$582,855ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$215,833TotalAmt
Program Services$215,833ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,550TotalAmt
Management And General$22,550ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$14,315TotalAmt
Fundraising$14,315FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,541TotalAmt
Management And General$11,541ManagementAndGeneralAmt

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$39,359$39,359
Development Staff Suppo$10,955$10,955
OTHER ALUMNI ASSOCIATIO$10,672$10,672
OTHER FUNDRAISING EXPEN$10,444$202$10,040$202

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,301TotalAmt
Management And General$3,853ManagementAndGeneralAmt
Fundraising$3,448FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$927,855TotalAmt
Program Services$830,355ProgramServicesAmt
Management And General$40,176ManagementAndGeneralAmt
Fundraising$57,324FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$80,558BOYAmt
EOY$90,255EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$565,525BOYAmt
EOY$35,675EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$83,839BOYAmt
EOY$120,457EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,394BOYAmt
EOY$10,276EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,635,251BOYAmt
EOY$4,191,281EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$278,977BOYAmt
EOY$230,013EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,651,544BOYAmt
EOY$4,677,957EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$60,908BOYAmt
EOY$217,409EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$10,960EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,908BOYAmt
EOY$228,369EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$285,229BOYAmt
EOY$260,365EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,754,804BOYAmt
EOY$1,486,720EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,545,603BOYAmt
EOY$2,702,503EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,585,636BOYAmt
EOY$4,449,588EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,651,544BOYAmt
EOY$4,677,957EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,135ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$132,913NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$853,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$455,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$625,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$676,076CurrentTaxYearMinus1YearAmt
Current Tax Year$807,147CurrentTaxYearAmt
Total$3,417,997TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$853,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$455,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$625,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$676,076CurrentTaxYearMinus1YearAmt
Current Tax Year$807,147CurrentTaxYearAmt
Total$3,417,997TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,412,369SubstantialContributorsTotAmt
Public Support Total170$2,005,628PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$107,529CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,860CurrentTaxYearMinus1YearAmt
Current Tax Year$112,743CurrentTaxYearAmt
Total$451,217TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,733CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,716CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,996CurrentTaxYearMinus1YearAmt
Current Tax Year$1,610CurrentTaxYearAmt
Total$9,217TotalAmt
FieldValueIRS element (for citing)
Total Support$3,878,431TotalSupportAmt
Public Support CY1700.51710PublicSupportCY170Pct
Public Support PY1700.51850PublicSupportPY170Pct
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$3,192,313BeginningYearBalanceAmt
Contributions$156,900ContributionsAmt
Investment Earnings Or Losses-$74,699InvestmentEarningsOrLossesAmt
Grants Or Scholarships$81,738GrantsOrScholarshipsAmt
End Year Balance$3,192,776EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,879,678BeginningYearBalanceAmt
Contributions$19,577ContributionsAmt
Investment Earnings Or Losses-$79,213InvestmentEarningsOrLossesAmt
Grants Or Scholarships$64,315GrantsOrScholarshipsAmt
Other Expenditures$1,000OtherExpendituresAmt
End Year Balance$2,754,727EndYearBalanceAmt
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$10,960Amt
FieldValueIRS element (for citing)
Total Liability$10,960TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,268,085TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$132,913NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$476,278DonatedServicesAndUseFcltsAmt
Revenue Not Reported$343,365RevenueNotReportedAmt
Revenue Subtotal$924,720RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$924,720TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,404,133TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$476,278DonatedServicesUseFcltsAmt
Expenses Not Reported$476,278ExpensesNotReportedAmt
Expenses Subtotal$927,855ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$927,855TotalExpensesPerForm990Amt

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$16,450GrossReceiptsEvent1Amt
Charitable Contri Event1$9,068CharitableContriEvent1Amt
Gross Revenue Event1$7,382GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,716RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$1,645OtherDirectExpensesEvent1Amt
Event2AuctionEvent2Nm
Gross Receipts Event2$4,665GrossReceiptsEvent2Amt
Gross Revenue Event2$4,665GrossRevenueEvent2Amt
Other Direct Expenses Event2$466OtherDirectExpensesEvent2Amt
Gross Receipts Total$21,115GrossReceiptsTotalAmt
Charitable Contributions Tot$9,068CharitableContributionsTotAmt
Gross Revenue Total Events$12,047GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,716RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$2,111OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,827DirectExpenseSummaryEventsAmt
Net Income Summary$3,220NetIncomeSummaryAmt

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$582,855CashGrantAmt
Purpose Of GrantTo support the University (see statement of program service accomplishments)PurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR INDIVIDUALS ATTENDING METROPOLITAN STATE UNIVERSITYGrantTypeTxt
Recipient144RecipientCnt
Cash Grant$215,833CashGrantAmt

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11The 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$796,688CASH
metropolitan State University
L$57,324CASH
Metropolitan State University
N$109,910Calculated/State Guidelines
Metropolitan State University
O$366,368CASH
Metropolitan State University
C$476,278SALARY AMOUNT/STATE GUIDELINES