EASTERN MICHIGAN UNIVERSITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EASTERN MICHIGAN UNIVERSITY FOUNDATION (EIN 38-2953297)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-17
- IRS object ID
- 201601089349300400
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-17T08:13:21-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT SUITE 500 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382953297 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 7344841322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 344 MCKENNY HALL 850 W CROSS ST | AddressLine1Txt |
| City | YPSILANTI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48197 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA WILBANKS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7344841322 | PhoneNum |
| Signature | 2016-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE HUISMANN | PreparerPersonNm |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LAURA E WILBANKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 344 MCKENNY HALL 850 W CROSS ST | AddressLine1Txt |
| City | YPSILANTI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,207,126 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EMUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | EASTERN MICHIGAN UNIVERSITY FOUNDATION'S PRIMARY PURPOSE IS TO SOLICIT PRIVATE FUNDS ON BEHALF OF AND FOR THE EXCLUSIVE BENEFIT OF EASTERN MICHIGAN UNIVERSITY, AND TO EXPAND ITS RESOURCE BASE THROUGH THE MANAGEMENT OF ASSETS AND THE INVESTMENT AND DISBURSEMENT OF FUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,217,245 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,747,567 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,793,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,593,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,981,818 | PYInvestmentIncomeAmt |
| CY Investment Income | $470,684 | CYInvestmentIncomeAmt |
| PY Other Revenue | $460 | PYOtherRevenueAmt |
| CY Other Revenue | $30,457 | CYOtherRevenueAmt |
| PY Total Revenue | $13,992,523 | PYTotalRevenueAmt |
| CY Total Revenue | $7,841,708 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,464,020 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,520,580 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,348,909 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,024,959 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $109,556 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $130,748 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,727,329 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,337,869 | PYOtherExpensesAmt |
| CY Other Expenses | $1,154,026 | CYOtherExpensesAmt |
| PY Total Expenses | $9,260,354 | PYTotalExpensesAmt |
| CY Total Expenses | $8,830,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,732,169 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$988,605 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,918,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,323,669 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,116,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $875,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,802,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,448,493 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EASTERN MICHIGAN UNIVERSITY FOUNDATION, THROUGH COLLABORATIVE RELATIONSHIPS WITH INDIVIDUALS, CORPORATIONS, FOUNDATIONS AND OTHER ORGANIZATIONS, CREATES OPPORTUNITIES THAT WILL PROVIDE ADDITIONAL SUPPORT TO THE STUDENTS, PROGRAMS, SERVICES AND EDUCATIONAL COMMUNITY OF EASTERN MICHIGAN UNIVERSITY. THE EASTERN MICHIGAN UNIVERSITY FOUNDATION WILL ACHIEVE ITS MISSION THROUGH IMAGE ENHANCEMENT, EFFECTIVE ASSET MANAGEMENT, ENTREPRENEURIAL EFFORTS AND DEVELOPMENT ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,949,877 | ExpenseAmt |
| Grant | $3,949,877 | GrantAmt |
| Revenue | $1,593,000 | RevenueAmt |
| Desc | GIFT ALLOCATION TO EMU-THE FOUNDATION RECEIVES GIFTS ON BEHALF OF EMU. GIFTS DESIGNATED AS EXPENDABLE SCHOLARSHIPS AND PROGRAM SERVICES ARE COLLECTED BY THE FOUNDATION AND DIRECTLY DISBURSED TO EMU. ALL OTHER GIFTS ARE ENDOWED/INVESTED FOR FUTURE DISBURSEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,570,703 | ExpenseAmt |
| Grant | $1,570,703 | GrantAmt |
| Desc | ENDOWED SCHOLARSHIPS AND PROGRAM SERVICES SPENDING ALLOCATED TO EMU-SPENDING FROM THE SCHOLARSHIP AND PROGRAM SERVICE ENDOWMENTS ARE DISTRIBUTED TO EASTERN MICHIGAN UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,520,580 | 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 | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA WILBANKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7344841322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 344 MCKENNY HALL 850 W CROSS ST | AddressLine1Txt |
| City | YPSILANTI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48197 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| WILLIAM BRICKLEY | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD REED | |||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRENDA ALTEN | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH CHRZANOWSKI | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK BARRY JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JACK BRUSEWITZ | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE COGAR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY DYER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS GWALTNEY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| VICKIE HALL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EARLE HIGGINS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE JOHNSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ABE KARAM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY LUEMPERT-COY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MAMUSCIA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN MARTIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MCCLORY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DESMOND MILLER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DARA MUNSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SANDY NORTON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SHERWIN PRIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KIRK PROFIT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DON REICHERT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY SHELDON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| INGRID SHELDON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD SUROVELL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JACLYNN TRACY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EVELYN TUCKER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WEBB | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH WOLLACK | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LINDA MCGILL | |||||||
| INTERIM VP FOR ADVANCEMENT/EXEC DIR EMUF | 40.00 | Yes (X) | $81,006 | $0 | $0 | ||
| LAURA WILBANKS | |||||||
| CFO | 40.00 | Yes (X) | $114,807 | $0 | $7,289 | ||
| JILL HUNSBERGER | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $100,982 | $0 | $26,297 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $296,795 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,586 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEPC LLC | |||||
| DEPARTMENT 3570 PO BOX 4110 | WOBURN | MA | 01888 | INVESTMENT CONSULTING | $216,003 |
| WILSON-BENNETT TECHNOLOGY INC | |||||
| 140 PROFESSIONAL DRIVE SUITE 2 | CABOT | AR | 72023 | PHONATHON SERVICES | $130,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $82,937 | FundraisingAmt |
| All Other Contributions | $5,664,630 | AllOtherContributionsAmt |
| Noncash Contributions | $742,443 | NoncashContributionsAmt |
| Total Contributions | $5,747,567 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EASTERN MI UNIV. FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,593,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,593,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,593,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $956,887 | TotalRevenueColumnAmt |
| Exclusion | $956,887 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,293 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $48,520 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$5,227 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,227 | TotalRevenueColumnAmt |
| Exclusion | -$5,227 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,777,536 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,263,739 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$486,203 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$486,203 | TotalRevenueColumnAmt |
| Exclusion | -$486,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $84,681 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $82,937 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,159 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,522 | TotalRevenueColumnAmt |
| Exclusion | $31,522 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,162 | TotalRevenueColumnAmt |
| Exclusion | $4,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,162 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,841,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,593,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $501,141 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,520,580 | TotalAmt |
| Program Services | $5,520,580 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,096 | TotalAmt |
| Management And General | $122,096 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,915 | TotalAmt |
| Management And General | $575,921 | ManagementAndGeneralAmt |
| Fundraising | $862,994 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,964 | TotalAmt |
| Management And General | $24,590 | ManagementAndGeneralAmt |
| Fundraising | $29,374 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,371 | TotalAmt |
| Management And General | $162,876 | ManagementAndGeneralAmt |
| Fundraising | $145,495 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,613 | TotalAmt |
| Management And General | $45,034 | ManagementAndGeneralAmt |
| Fundraising | $56,579 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,945 | TotalAmt |
| Fundraising | $1,945 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,700 | TotalAmt |
| Management And General | $33,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,748 | TotalAmt |
| Fundraising | $130,748 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,693 | TotalAmt |
| Management And General | $358,693 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,212 | TotalAmt |
| Management And General | $23,865 | ManagementAndGeneralAmt |
| Fundraising | $3,347 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,411 | TotalAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
| Fundraising | $1,926 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,197 | TotalAmt |
| Management And General | $42,136 | ManagementAndGeneralAmt |
| Fundraising | $154,061 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,519 | TotalAmt |
| Management And General | $59,711 | ManagementAndGeneralAmt |
| Fundraising | $39,808 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,749 | TotalAmt |
| Fundraising | $38,749 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,427 | TotalAmt |
| Management And General | $46,477 | ManagementAndGeneralAmt |
| Fundraising | $37,950 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,820 | TotalAmt |
| Management And General | $25,937 | ManagementAndGeneralAmt |
| Fundraising | $5,883 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MEALS & ENTERTAINMENT | $93,384 | $46 | $93,338 |
| INTEREST/CLOSING COSTS | $86,832 | $52,099 | $34,733 |
| RESEARCH | $60,063 | $60,063 | |
| FUNDRAISING EXPENSE | $15,705 | $15,705 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,369 | TotalAmt |
| Management And General | $8,738 | ManagementAndGeneralAmt |
| Fundraising | $14,631 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,830,313 | TotalAmt |
| Program Services | $5,520,580 | ProgramServicesAmt |
| Management And General | $1,582,404 | ManagementAndGeneralAmt |
| Fundraising | $1,727,329 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,499,275 | BOYAmt |
| EOY | $223,323 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,525 | BOYAmt |
| EOY | $1,572,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,030,905 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,580,909 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,541,793 | BOYAmt |
| EOY | $2,449,996 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,939,390 | BOYAmt |
| EOY | $65,695,105 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,000 | BOYAmt |
| EOY | $55,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,255 | BOYAmt |
| EOY | $327,689 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,918,238 | BOYAmt |
| EOY | $70,323,669 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,692 | BOYAmt |
| EOY | $351,585 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,310 | BOYAmt |
| EOY | $523,591 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,002 | BOYAmt |
| EOY | $875,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,090 | BOYAmt |
| EOY | $1,807,542 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,977,944 | BOYAmt |
| EOY | $23,516,374 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,130,202 | BOYAmt |
| EOY | $44,124,577 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,802,236 | BOYAmt |
| EOY | $69,448,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,918,238 | BOYAmt |
| EOY | $70,323,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$988,605 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $452,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $182,025 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $6,836,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,188,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,117,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,217,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,747,567 | CurrentTaxYearAmt |
| Total | $30,106,975 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,836,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,188,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,117,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,217,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,747,567 | CurrentTaxYearAmt |
| Total | $30,106,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $764,714 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,342,261 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,126,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,227,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,408,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,518,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,000,180 | CurrentTaxYearAmt |
| Total | $6,281,281 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,843 | CurrentTaxYearAmt |
| Total | $376,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,764,300 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,292,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER FUNDRAISING | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,418,795 | BeginningYearBalanceAmt |
| Contributions | $2,471,843 | ContributionsAmt |
| Investment Earnings Or Losses | $645,543 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,246,169 | GrantsOrScholarshipsAmt |
| Other Expenditures | $318,428 | OtherExpendituresAmt |
| Administrative Expenses | $1,140,340 | AdministrativeExpensesAmt |
| End Year Balance | $66,831,244 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,340,579 | BeginningYearBalanceAmt |
| Contributions | $1,578,461 | ContributionsAmt |
| Investment Earnings Or Losses | $10,219,809 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,117,902 | GrantsOrScholarshipsAmt |
| Other Expenditures | $292,794 | OtherExpendituresAmt |
| Administrative Expenses | $1,309,358 | AdministrativeExpensesAmt |
| End Year Balance | $66,418,795 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,756,583 | BeginningYearBalanceAmt |
| Contributions | $1,932,118 | ContributionsAmt |
| Investment Earnings Or Losses | $7,371,957 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,030,859 | GrantsOrScholarshipsAmt |
| Other Expenditures | $271,304 | OtherExpendituresAmt |
| Administrative Expenses | $1,417,916 | AdministrativeExpensesAmt |
| End Year Balance | $57,340,579 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,442,261 | BeginningYearBalanceAmt |
| Contributions | $4,348,793 | ContributionsAmt |
| Investment Earnings Or Losses | -$209,697 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,077,055 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$370,969 | OtherExpendituresAmt |
| Administrative Expenses | -$1,376,750 | AdministrativeExpensesAmt |
| End Year Balance | $50,756,583 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,675,569 | BeginningYearBalanceAmt |
| Contributions | $3,556,304 | ContributionsAmt |
| Investment Earnings Or Losses | $9,082,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$996,170 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$387,255 | OtherExpendituresAmt |
| Administrative Expenses | -$1,488,501 | AdministrativeExpensesAmt |
| End Year Balance | $49,442,261 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00810 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33170 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $612,334 | InvestmentCostOrOtherBasisAmt |
| Book Value | $612,334 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,307,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $755,860 | DepreciationAmt |
| Book Value | $1,551,563 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,111,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $825,049 | DepreciationAmt |
| Book Value | $286,099 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,449,996 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST AGREEMENT | Desc |
| Amt | $523,591 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $523,591 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENTS MANAGED BY THE EMU FOUNDATION ARE INTENDED TO BE USED TO SUPPORT STUDENTS, FACULTY AND PROGRAMS AT EASTERN MICHIGAN UNIVERSITY. THE MAJORITY OF THE ENDOWMENTS WERE ESTABLISHED WITH VERY SPECIFIC DONOR RESTRICTIONS REGARDING HOW THE AVAILABLE FUNDING CAN BE USED. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2012. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $20,805,178 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $20,805,178 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $20,805,178 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (1) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON-BENNETT TECHNOLOGY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 PROFESSIONAL DRIVE SUITE 2 | AddressLine1Txt |
| City | CABOT | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONATHON SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $171,111 | GrossReceiptsAmt |
| Retained By Contractor | $130,748 | RetainedByContractorAmt |
| Net To Organization | $40,363 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $171,111 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $130,748 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $40,363 | TotalNetToOrganizationAmt |
| Licensed States | MI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EMU CONSTRUCTORS GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $50,571 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,570 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,001 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,778 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $74 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,136 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,373 | OtherDirectExpensesEvent1Amt |
| Event2 | GREG O'DELL MEMORIAL GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $28,519 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $13,442 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,077 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $818 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $1,000 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,770 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $112 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $88,528 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $44,925 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $43,603 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $100 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,408 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,666 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $14,854 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $70 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $167,618 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $82,937 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $84,681 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,696 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,408 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,740 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $34,760 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,555 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,159 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,522 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| EASTERN MICHIGAN UNIVERSITY | ||||||||||
| 1000 COLLEGE PLACE | YPSILANTI | MI | 48197 | 386005986 | IRC SEC. 115 | $3,318,311 | $631,566 | FMV/ APPRAISAL | VARIOUS GIFTS IN KIND | GIFT ALLOCATION TO EMU. |
| EASTERN MICHIGAN UNIVERSITY | ||||||||||
| 1000 COLLEGE PLACE | YPSILANTI | MI | 48197 | 386005986 | IRC SEC. 115 | $1,570,703 | ENDOWED SCHOLARSHIP AND PROGRAM SERVICE SPENDING ALLOCATED TO EMU. | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE EMU FOUNDATION ACTS AS AN AGENT ON BEHALF OF EMU. GIFTS RECEIVED FOR THE BENEFIT OF EMU STUDENTS AND PROGRAMS ARE RECEIVED BY THE EMU FOUNDATION, THE DONORS ARE RECEIPTED AND THE FUNDS ARE TRANSFERRED TO EMU WHERE SPENDING IS MONITORED BY THE EMU ACCOUNTING DEPARTMENT. WITH RESPECT TO ENDOWMENT SPENDING, THE EMU FOUNDATION PROVIDES EMU WITH AN ANNUAL SPENDING BUDGET FOR EACH ENDOWMENT. SPENDING IS MONITORED BY EMU ACCOUNTING AND AT THE END OF EACH FISCAL YEAR EMU WILL INVOICE THE EMU FOUNDATION FOR SPENDING WHICH HAS TAKEN PLACE. ONCE THAT INVOICE HAS BEEN RECONCILED AGAINST THE BUDGET, THE EMU FOUNDATION WILL REIMBURSE EMU FROM THE APPROPRIATE ENDOWMENT ACCOUNTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,877 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS | Desc |
| Contribution | 313 | ContributionCnt |
| Noncash Contributions Rpt F990 | $631,566 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE EMU FOUNDATION DOES NOT USE A THIRD PARTY TO SOLICIT GIFTS OF STOCK; THESE GIFTS ARE SOLICITED BY OUR DEVELOPMENT STAFF JUST LIKE ANY OTHER GIFTS WOULD BE. THE FOUNDATION DOES HAVE A BROKERAGE ACCOUNT SET UP IN WHICH GIFTS OF STOCK ARE TRANSFERRED TO. AFTER THE STOCK TRANSFER HAS SETTLED, THE EMU FOUNDATION CFO INITIATES THE SALE OF STOCK AS SOON AS POSSIBLE AFTER THE STOCK IS RECEIVED (USUALLY THE NEXT BUSINESS DAY). THE BROKER THEN SELLS THE STOCK. THE NET PROCEEDS FROM THE STOCK SALE ARE THEN TRANSFERRED INTO THE EMU FOUNDATION'S CHECKING ACCOUNT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SUSAN MARTIN, SANDY NORTON, JACLYN TRACY, PATRICK BARRY AND LINDA MCGILL HAVE A BUSINESS RELATIONSHIP, THEY ARE ALL EMPLOYED BY EASTERN MICHIGAN UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | FULL BOARD OF TRUSTEES MUST APPROVE/ELECT INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. EASTERN MICHIGAN UNIVERSITY HAS THE RIGHT TO NAME SEVERAL OF THE TRUSTEES OF THE EMU FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO PROVIDES A DRAFT COPY OF THE 990 TO ALL MEMBERS OF THE INVESTMENT & FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE FOR REVIEW. THE CFO DOES NOT SIGN THE RETURN ON BEHALF OF THE FOUNDATION UNTIL ALL MEMBERS OF THESE COMMITTEES CONFIRMED VIA EMAIL THAT THEIR REVIEW WAS COMPLETE AND THAT ANY QUESTIONS THEY HAD WERE ADDRESSED SATISFACTORILY. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED WITH THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ON AN ANNUAL BASIS, WITH THE UNDERSTANDING THAT THIS QUESTIONNAIRE SHOULD BE COMPLETED AND RETURNED TO THE EMU FOUNDATION. REMINDERS ARE SENT PERIODICALLY DURING THE YEAR TO ENSURE THAT QUESTIONNAIRES HAVE BEEN RECEIVED BY ALL VOTING MEMBERS OF THE BOARD. IF WE DO NOT RECEIVE THE COMPLETED QUESTIONNAIRE BY JULY 1ST OF A GIVEN YEAR, THE TRUSTEE IS NOT ALLOWED TO ATTEND MEETINGS OR VOTE UNTIL THE QUESTIONNAIRE IS RECEIVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR HAD HIS COMPENSATION PACKAGE APPROVED BY EASTERN MICHIGAN UNIVERSITY, A RELATED ORGANIZATION. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS SET AND REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR OF THE EMU FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN CASH SURRENDER VALUE OF INSURANCE 8,530. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 37,879. EQUITY TRANSFERS FROM RELATED ORGANIZATION 135,616. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANNED REAL ESTATE CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 344 MCKENNY HALL 850 W CROSS ST | AddressLine1Txt |
| City | YPSILANTI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48197 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383505090 | EIN |
| Primary Activities | TITLE HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | IRC SEC. 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |