UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION (EIN 39-6064630)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-31
- IRS object ID
- 201613059349300916
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-31T14:55:40-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wipfli LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7601 France Avenue South Suite 400 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396064630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Wisconsin - River Falls | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7154253505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 South Third Street | AddressLine1Txt |
| City | River Falls | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Mueller | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7154253505 | PhoneNum |
| Signature | 2016-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Desotelle CPA | PreparerPersonNm |
| PTIN | P00952721 | PTIN |
| Phone | 9525483400 | PhoneNum |
| Preparation | 2016-10-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Christopher Mueller | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 South Third Street | AddressLine1Txt |
| City | River Falls | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,446,781 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uwrf.edu/alumni | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | To Benefit the University of Wisconsin - River Falls. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $157 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,754,854 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,070,248 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,984 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,385 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,540,138 | PYInvestmentIncomeAmt |
| CY Investment Income | -$404,834 | CYInvestmentIncomeAmt |
| PY Other Revenue | $99,282 | PYOtherRevenueAmt |
| CY Other Revenue | $92,796 | CYOtherRevenueAmt |
| PY Total Revenue | $4,454,258 | PYTotalRevenueAmt |
| CY Total Revenue | $2,810,595 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,826,509 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,304,307 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $269,215 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $352,349 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $26,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $6,622 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $141,805 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $574,239 | PYOtherExpensesAmt |
| CY Other Expenses | $594,840 | CYOtherExpensesAmt |
| PY Total Expenses | $2,695,963 | PYTotalExpensesAmt |
| CY Total Expenses | $3,258,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,758,295 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$447,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,921,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,709,780 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $178,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,583 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,743,182 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,576,197 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | An independent, not for profit Wisconsin corporation, the UWRF Foundation is organized solely for the benefit of the University of Wisconsin-River Falls. Private giving to the Foundation is essential in raising the level of excellence at the University. Through support of the University's goals and objectives, the Foundation is committed to engaging people who care about the University , and who have the dedication to promote and support the initiatives of the University. The Foundation manages funds according to the wishes of the donors, promotes a culture of philanthropy, and adheres to the ethical and conscientious stewardship of all gifts. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,247,348 | ExpenseAmt |
| Grant | $1,247,348 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Scholarships and awards - Scholarships are paid to students enrolled at the University of Wisconsin - River Falls. Donees are selected on the basis of scholastic merit, leadership, etc. by the scholarship committee of the Foundation. Individual donors of scholarships may not specify individual donees of funds. 1002 scholarships were awarded in 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $711,959 | ExpenseAmt |
| Grant | $711,959 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Special Projects for University Related Activities- Disbursements of this type are for payments to enhance and support the activities of the University of Wisconsin - River Falls including, but not limited to the following: Travel, Awards & Recognition, Memberships, Conferences, Equipment, and Capital Improvements. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $345,000 | ExpenseAmt |
| Grant | $345,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | UNIVERSITY OF WISCONSIN-RIVER FALLS EQUINE PROGRAM - STUDENTS LEARN TO RIDE AND CARE FOR THE HORSES. THE UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION ACCEPTED AND PROVIDED 8 HORSES DURING THE YEAR TO THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,304,307 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER MUELLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7154253505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 South Third Street | AddressLine1Txt |
| City | River Falls | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| George Beestman | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Carlson Peterson | ||||||
| Director (thru December) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeff Cernohous | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Derek Cherne | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kathy DeLonais | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James Graham | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Suzanne Hagen | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Karen Handorf | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Deborah Hanson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Harbouk | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Kotecki | ||||||
| Director (thru December) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kathy Lindahl | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jim J Musel | ||||||
| Director (thru December) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brent Niccum | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John Rosenow | ||||||
| Director (thru December) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Thibodeau | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Greg Wheelock | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tayt Wuethrich | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lawrence W York | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Shannon Zimmerman | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Casey | ||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| William Boehm | ||||||
| Vice Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Barbara Butler | ||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mark J Gherty | ||||||
| Secretary (thru December) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Margaret Keating | ||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Christopher Mueller | ||||||
| President | 6.00 | $19,570 | $0 | $5,210 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,210 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Wisconsin River Falls | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 south third Street | AddressLine1Txt |
| City | river falls | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT & Personnel Services | ServicesDesc |
| Compensation | $338,569 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,496 | FundraisingAmt |
| All Other Contributions | $3,064,752 | AllOtherContributionsAmt |
| Noncash Contributions | $359,849 | NoncashContributionsAmt |
| Total Contributions | $3,070,248 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52,385 | TotalRevenueColumnAmt |
| Exclusion | $52,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,385 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $516,102 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $157 | UnrelatedBusinessRevenueAmt |
| Exclusion | $515,945 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,158 | TotalRevenueColumnAmt |
| Exclusion | $83,158 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,711,523 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,632,459 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$920,936 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$920,936 | TotalRevenueColumnAmt |
| Exclusion | -$920,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,365 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,496 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,727 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,638 | TotalRevenueColumnAmt |
| Exclusion | $9,638 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,810,595 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $157 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$259,810 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,186 | TotalAmt |
| Program Services | $978,186 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,121 | TotalAmt |
| Program Services | $1,326,121 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,673 | TotalAmt |
| Management And General | $25,673 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,615 | TotalAmt |
| Management And General | $258,615 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,061 | TotalAmt |
| Management And General | $68,061 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,882 | TotalAmt |
| Management And General | $214,882 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123 | TotalAmt |
| Management And General | $1,123 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,424 | TotalAmt |
| Management And General | $15,424 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,622 | TotalAmt |
| Fundraising | $6,622 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,861 | TotalAmt |
| Management And General | $104,861 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,632 | TotalAmt |
| Management And General | $29,632 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,079 | TotalAmt |
| Management And General | $1,079 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,637 | TotalAmt |
| Management And General | $27,361 | ManagementAndGeneralAmt |
| Fundraising | $115,276 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,434 | TotalAmt |
| Management And General | $35,434 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693 | TotalAmt |
| Management And General | $1,693 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,907 | TotalAmt |
| Fundraising | $19,907 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,754 | TotalAmt |
| Management And General | $11,754 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,814 | TotalAmt |
| Management And General | $8,814 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bad Debt Expense | Desc |
| Total | $7,600 | TotalAmt |
| Management And General | $7,600 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,258,118 | TotalAmt |
| Program Services | $2,304,307 | ProgramServicesAmt |
| Management And General | $812,006 | ManagementAndGeneralAmt |
| Fundraising | $141,805 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,831 | BOYAmt |
| EOY | $47,456 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,909,899 | BOYAmt |
| EOY | $3,626,623 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,475 | BOYAmt |
| EOY | $1,369,196 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,987 | BOYAmt |
| EOY | $32,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $141,509 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,803 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,460 | BOYAmt |
| EOY | $66,706 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,230,499 | BOYAmt |
| EOY | $15,659,266 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,477 | BOYAmt |
| EOY | $2,907,669 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,921,628 | BOYAmt |
| EOY | $23,709,780 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,676 | BOYAmt |
| EOY | $90,828 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,770 | BOYAmt |
| EOY | $42,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,446 | BOYAmt |
| EOY | $133,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,082,306 | BOYAmt |
| EOY | $3,456,957 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,631,855 | BOYAmt |
| EOY | $10,358,031 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,029,021 | BOYAmt |
| EOY | $9,761,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,743,182 | BOYAmt |
| EOY | $23,576,197 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,921,628 | BOYAmt |
| EOY | $23,709,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$447,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $280,538 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $3,467,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,009,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,114,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,587,854 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,070,248 | CurrentTaxYearAmt |
| Total | $15,249,134 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,467,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,009,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,114,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,587,854 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,070,248 | CurrentTaxYearAmt |
| Total | $15,249,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $950,514 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,298,620 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $491,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $567,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $671,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $760,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $599,103 | CurrentTaxYearAmt |
| Total | $3,090,076 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $52 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157 | CurrentTaxYearAmt |
| Total | $296 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,339,506 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $985,455 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,889,259 | BeginningYearBalanceAmt |
| Contributions | $973,604 | ContributionsAmt |
| Investment Earnings Or Losses | -$213,990 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $786,491 | AdministrativeExpensesAmt |
| End Year Balance | $14,862,382 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,808,284 | BeginningYearBalanceAmt |
| Contributions | $762,659 | ContributionsAmt |
| Investment Earnings Or Losses | $262,502 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $524,855 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $419,331 | AdministrativeExpensesAmt |
| End Year Balance | $14,889,259 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,285,746 | BeginningYearBalanceAmt |
| Contributions | $596,858 | ContributionsAmt |
| Investment Earnings Or Losses | $1,818,364 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $486,852 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $405,832 | AdministrativeExpensesAmt |
| End Year Balance | $14,808,284 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,230,287 | BeginningYearBalanceAmt |
| Contributions | $475,749 | ContributionsAmt |
| Investment Earnings Or Losses | $1,203,954 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $624,244 | OtherExpendituresAmt |
| End Year Balance | $13,285,746 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,854,862 | BeginningYearBalanceAmt |
| Contributions | $464,995 | ContributionsAmt |
| Investment Earnings Or Losses | -$442,547 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $199,789 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $162,705 | AdministrativeExpensesAmt |
| End Year Balance | $10,514,816 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,344 | DepreciationAmt |
| Book Value | $62,645 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,459 | DepreciationAmt |
| Book Value | $4,061 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $66,706 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Annuities | $63,595 | F |
| Alternative investments | $2,765,917 | F |
| Beneficial Interest in charitable remainder trust | $78,157 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,907,669 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gift Annuity payable | Desc |
| Amt | $42,755 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $42,755 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,622,550 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $280,538 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$7,600 | OtherRevenueAmt |
| Revenue Not Reported | $272,938 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,349,612 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,861 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $356,122 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $460,983 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,810,595 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,789,535 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,727 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,727 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,785,808 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,861 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $367,449 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $472,310 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,258,118 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment funds are used to provide scholarships and to promote university activities. |
| Part X, Line 2: | The foundation is required to assess whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more-likely-than-not recognition threshold, the benefit of that position is not recognized in the financial statements. The foundation has determined there are no amounts to record as assets or liabilities related to uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Bad Debt Expense -7,600. |
| Part XI, Line 4b - Other Adjustments: | Donated Horses 359,849. FUNDRAISING EXPENSES -3,727. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expense 3,727. |
| Part XII, Line 4b - Other Adjustments: | Donated Horses 359,849. Bad Debt Expense 7,600. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DON PAGE GOLF EVENT | Event1Nm |
| Gross Receipts Event1 | $18,861 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,496 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,365 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $885 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,842 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $18,861 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,496 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,365 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $885 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,842 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,727 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $9,638 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| University of wisconsin - river falls | ||||||||||
| 410 S Third Street | River Falls | WI | 54022 | 391805963 | University | $574,348 | University activities and events | |||
| University of wisconsin - river falls | ||||||||||
| 410 S Third Street | River Falls | WI | 54022 | 391805963 | University | $20,413 | Academic/Admin Funds | |||
| University of wisconsin - river falls | ||||||||||
| 410 S Third Street | River Falls | WI | 54022 | 391805963 | University | $23,576 | Chancellor funds | |||
| University of wisconsin - river falls | ||||||||||
| 410 S Third Street | River Falls | WI | 54022 | 391805963 | University | THE HORSES ARE USED IN THE EQUINE PROGRAM. STUDENTS LEARN HOW TO RIDE AND CARE FOR THE HORSES. | $345,000 | Donor Valued | Horses and other non cash Assets | |
| University of wisconsin - river falls | ||||||||||
| 410 S Third Street | rIver Falls | WI | 54022 | 391805963 | uNIversity | Provide University with high quality camera equipment. | $14,849 | dONOr Valued | Camera Equipment | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships to attend the University of Wisconsin - river falls | 722 | $1,247,348 |
| Faculty grants recognizing outstanding service to the university of wisconsin - river falls | 11 | $6,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Every recipient is required to abide by our fund expenditure guidelines and Each funds purpose statement when requesting assistance from the foundation. This is monitored by our accounting department. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Animals - horses | 8 | $345,000 | Donor Valued |
| Yes (X) | Camera | 1 | $14,849 | Donor Valued |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | THE ORGANIZATION AMENDED THEIR BYLAWS ON 02/22/2016. THE AMENDMENTS INCLUDE THE FOLLOWING: ARTICLE II: BOARD OF DIRECTORS, SECTION 2.A - THE ORGANIZATION ADDED THE FOLLOWING LANGUAGE: "AFTER AN ABSENCE OF ONE YEAR FROM THE BOARD, A DIRECTOR'S NAME MAY AGAIN BE PLACED IN NOMINATION FOR A NEW THREE YEAR TERM." ARTICLE IV: OFFICERS, SECTION 6.E - THE ORGANIZATION ADDED THE FOLLOWING DUTIES AND ABILITIES TO THE IMMEDIATE PAST CHAIR ROLE: "THE IMMEDIATE PAST CHAIR SHALL SERVE AS A VOTING MEMBER ON THE BOARD OF DIRECTORS, EXECUTIVE COMMITTEE, AND ANY OTHER COMMITTEE(S) TO WHICH HE OR SHE IS APPOINTED." ARTICLE V. COMMITTEES, SECTION 4 - THE ORGANIZATION ADDED THE FOLLOWING LANGUAGE TO THE FINANCE COMMITTEE: "THE UNIVERSITY'S CHIEF BUSINESS OFFICER SHALL SERVE AS AN EX-OFFICIO, NON-VOTING MEMBER." |
| Form 990, Part VI, Section B, line 11 | The board audit committee reviews the form 990 and poses questions to be answered prior to filing. They provide a copy of the form 990 to board members during a meeting prior to filing with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | Each board member and officer annually signs a document disclosing any conflict of interest. these statements are reviewed by the board annually. If a conflict of interest is disclosed by a member, that member shall recuse them self from any action concerning the nature of the conflict, including abstaining from voting on any issue, or scholarship consideration related to the conflict of interest. If a conflict of interest is discovered after one has not been voluntarily disclosed, the chair of the board and the president shall discuss the conflict with the member. If it is determined a conflict does exist, the member shall then recuse them self, as noted earlier. If the member refuses to recuse him or herself, the chair shall bring the matter to that board to remove the member from the board. |
| Form 990, Part VI, Section B, line 15 | Compensation is determined by University of Wisconsin. The percentage of compensation invoiced is determined by comparable positions within the University of Wisconsin system. |
| Form 990, Part VI, Section C, line 19 | Governing documents are available upon request. financial information is published in part in the alumni magazine - falcon features. |
| Form 990, Part VII | The University of Wisconsin invoices University of Wisconsin - River Falls Foundation for 15% of salary and benefits for services to the Foundation. Chris Mueller - $24,780. |