STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

METROPOLITAN STATE UNIVERSITY FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
METROPOLITAN STATE UNIVERSITY FOUNDATION (EIN 23-7296162)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-03-08
IRS object ID
201620689349300417
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-03-08T09:37:10-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410996210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILKERSON GUTHMANN & JOHNSON LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11210 WEST COUNTY ROAD E STE 100AddressLine1Txt
CityARDEN HILLSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237296162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMETRBusinessNameControlTxt
Phone6517931802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STREETAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE J O'BRIENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6517931802PhoneNum
Signature2016-03-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J GEORGESPreparerPersonNm
PTINP01209197PTIN
Phone6512221801PhoneNum
Preparation2016-02-29PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCATHERINE J O'BRIENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STREETAddressLine1Txt
CityST PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,621,515GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.METROSTATE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO GENERATE PUBLIC AND PRIVATE SUPPORT AND AWARENESS FOR METROPOLITAN STATE UNIVERSITY.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers383TotalVolunteersCnt
Total Gross UBI$1,996TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$996NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$625,480PYContributionsGrantsAmt
CY Contributions Grants$676,076CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$78,732PYInvestmentIncomeAmt
CY Investment Income$75,869CYInvestmentIncomeAmt
PY Other Revenue$17,842PYOtherRevenueAmt
CY Other Revenue$22,445CYOtherRevenueAmt
PY Total Revenue$722,054PYTotalRevenueAmt
CY Total Revenue$774,390CYTotalRevenueAmt
PY Grants And Similar Paid$322,822PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$652,563CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$8,409PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$4,679CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$47,854CYTotalFundraisingExpenseAmt
PY Other Expenses$130,677PYOtherExpensesAmt
CY Other Expenses$103,203CYOtherExpensesAmt
PY Total Expenses$461,908PYTotalExpensesAmt
CY Total Expenses$760,445CYTotalExpensesAmt
PY Revenues Less Expenses$260,146PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,945CYRevenuesLessExpensesAmt
Total Assets BOY$5,322,814TotalAssetsBOYAmt
Total Assets EOY$4,651,544TotalAssetsEOYAmt
Total Liabilities BOY$420,530TotalLiabilitiesBOYAmt
Total Liabilities EOY$65,908TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,902,284NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,585,636NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO GENERATE MAXIMUM PUBLIC AWARENESS, GOVERNMENTAL AND PRIVATE SUPPORT FOR METROPOLITAN STATE UNIVERSITY, AND TO ASSIST THE UNIVERSITY IN ITS DEVELOPMENT AS A COMPREHENSIVE URBAN UNIVERSITY IN THE TWIN CITIES METROPOLITAN AREA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$455,627ExpenseAmt
Grant$455,627GrantAmt
DescTO PROVIDE SUPPORT TO THE VARIOUS UNIVERSITY ACADEMIC PROGRAMS ANDSPECIAL INITIATIVES, ENABLING THE FURTHER STRENGTHENING OF THESE PROGRAMS. SIGNIFICANT PROGRAMS DEVELOPED AND ASSISTED WERE THE PATHWAYS PROGRAM, WHICH PROVIDES CAREER SUPPORT FOR STUDENTS WITH AN INTEREST IN THE INSURANCE INDUSTRY AND THE CAREER READY INTERNSHIP PROGRAM WHICH PROVIDES CAREER SUPPORT FOR STUDENTS IN THE COMPLETION OF AN ACADEMIC INTERNSHIP FOR CREDIT TOWARDS DEGREE COMPLETION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$195,286ExpenseAmt
Grant$195,286GrantAmt
DescTO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THE FOUNDATION'S PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 114 SCHOLARSHIPS WERE AWARDED THIS YEAR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$14,878ExpenseAmt
Grant$1,650GrantAmt
DescTHE ALLUMNI ASSOCIATION IS TO GENERATE MAXIMUM PUBLIC AWARENESS FOR THE UNIVERSITY, TO RECOGNIZE THE ACCOMPLISHMENTS AND CONTRIBUTIONS OF ALUMNI AND FACULTY, INSPIRE PROSPECTIVE STUDENTS TO ATTEND THE UNIVERSITY, COLLABORATE WITH THE UNIVERSITY IN ITS EFFORT TO BUILD RELATIONSHIPS WITH ALUMNI AND CONSTITUENCY, AND HELP STUDENTS FOSTER A LIFELONG RELATIONSHIP WITH THE UNIVERSITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$10,005ExpenseAmt
DescTO PROVIDE SUPPORT TO OPERATE THE FOUNDATION INCLUDING FUNDRAISING SUPPORT, FINANCIAL STATEMENT PREPARATION AND DISCRETIONARY FUNDS TO ASSIST THE UNIVERSITY IN MEETING OBLIGATIONS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$10,005TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$675,796TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEB VOSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6517931802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STREETAddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP551065000ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CRAIG VINJE
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
MAY SHOUA MOUA
CO VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
RICHARD SMITH
CO VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
MICHAEL LANGLEY
CO VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
JOHN VEGAS
SECRETARY0.50Yes (X)Yes (X)$0$0$0
CATHY O'BRIEN
TREASURER0.50Yes (X)Yes (X)$0$0$0
RICHARD ZEHRING
TRUSTEE0.10Yes (X)$0$0$0
GREGORY LAIS
TRUSTEE0.10Yes (X)$0$0$0
NATE HARTLE
TRUSTEE0.10Yes (X)$0$0$0
MIKE PARRISH
TRUSTEE0.10Yes (X)$0$0$0
LISA SCHOENING
TRUSTEE0.10Yes (X)$0$0$0
ELLIS F BULLOCK JR
TRUSTEE0.10Yes (X)$0$0$0
SAMUEL ORTIZ VERDEJA
TRUSTEE0.10Yes (X)$0$0$0
KAREEN ECKLUND
TRUSTEE0.10Yes (X)$0$0$0
JOSEPH NEUBERGER
TRUSTEE0.10Yes (X)$0$0$0
CHRISTINE BOESE
TRUSTEE0.10Yes (X)$0$0$0
CHIA-YIN LO
TRUSTEE0.10Yes (X)$0$0$0
SOPHIA KHAN
TRUSTEE0.10Yes (X)$0$0$0
TERI CALDERON
TRUSTEE0.10Yes (X)$0$0$0
JOSEPH ELLIS
TRUSTEE0.10Yes (X)$0$0$0
OCHEN KAYLAN
TRUSTEE0.10Yes (X)$0$0$0
GARY CUNNINGHAM
TRUSTEE0.10Yes (X)$0$0$0
DEB VOS
OFFICER40.00Yes (X)$0$92,952$17,564
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$92,952TotReportableCompRltdOrgAmt
Total Other Compensation$17,564TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$2,700FundraisingAmt
All Other Contributions$673,376AllOtherContributionsAmt
Noncash Contributions$1,085NoncashContributionsAmt
Total Contributions$676,076TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,767TotalRevenueColumnAmt
Exclusion$68,767ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$847,120SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$840,018SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,102SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,102TotalRevenueColumnAmt
Exclusion$7,102ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$14,565FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,700ContriRptFundraisingEventAmt
Fundraising Direct Expenses$7,107FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,458TotalRevenueColumnAmt
Exclusion$7,458ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ALUMNI ASSN ROYALTIES900004$12,991$12,991
ALUMNI ASSN COMMISSION623990$1,996$1,996
FieldValueIRS element (for citing)
Other Revenue Total$14,987OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$774,390TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,996UnrelatedBusinessRevenueAmt
Exclusion$96,318ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$455,627TotalAmt
Program Services$455,627ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$196,936TotalAmt
Program Services$196,936ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$22,050TotalAmt
Management And General$22,050ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,597TotalAmt
Management And General$2,597ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$4,679TotalAmt
Fundraising$4,679FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,276TotalAmt
Management And General$5,276ManagementAndGeneralAmt

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING EVENTS & PU$31,482$31,482
OTHER ALUMNI ASSOCIATIO$13,228$3,902$9,326
OTHER EXPENSES$9,838$1,315$7,207$1,316
DEVELOPMENT STAFF SUPPO$9,650$2,950$6,700

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,052TotalAmt
Management And General$3,526ManagementAndGeneralAmt
Fundraising$3,526FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$760,445TotalAmt
Program Services$675,796ProgramServicesAmt
Management And General$36,795ManagementAndGeneralAmt
Fundraising$47,854FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$526,849BOYAmt
EOY$80,558EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$853,878BOYAmt
EOY$565,525EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$118,105BOYAmt
EOY$83,839EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$7,394EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,518,976BOYAmt
EOY$3,635,251EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$305,006BOYAmt
EOY$278,977EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,322,814BOYAmt
EOY$4,651,544EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$398,307BOYAmt
EOY$60,908EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$355BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,868BOYAmt
EOY$5,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$420,530BOYAmt
EOY$65,908EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$257,976BOYAmt
EOY$285,229EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,135,617BOYAmt
EOY$1,754,804EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,508,691BOYAmt
EOY$2,545,603EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,902,284BOYAmt
EOY$4,585,636EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,322,814BOYAmt
EOY$4,651,544EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,945ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,711NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$340,304PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,436,365CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$853,508CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$455,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$625,480CurrentTaxYearMinus1YearAmt
Current Tax Year$676,076CurrentTaxYearAmt
Total$4,047,215TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,436,365CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$853,508CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$455,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$625,480CurrentTaxYearMinus1YearAmt
Current Tax Year$676,076CurrentTaxYearAmt
Total$4,047,215TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,696,608SubstantialContributorsTotAmt
Public Support Total170$2,350,607PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125,894CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,866CurrentTaxYearMinus1YearAmt
Current Tax Year$88,860CurrentTaxYearAmt
Total$464,368TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,733CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,716CurrentTaxYearMinus1YearAmt
Current Tax Year$1,996CurrentTaxYearAmt
Total$10,637TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,393CurrentTaxYearMinus4YearsAmt
Total$11,393TotalAmt
FieldValueIRS element (for citing)
Total Support$4,533,613TotalSupportAmt
Public Support CY1700.51850PublicSupportCY170Pct
Public Support PY1700.52900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,183,783BeginningYearBalanceAmt
Contributions$36,912ContributionsAmt
Investment Earnings Or Losses$62,185InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,537GrantsOrScholarshipsAmt
End Year Balance$3,192,343EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,870,592BeginningYearBalanceAmt
Contributions$64,703ContributionsAmt
Investment Earnings Or Losses$283,808InvestmentEarningsOrLossesAmt
Grants Or Scholarships$35,320GrantsOrScholarshipsAmt
End Year Balance$3,183,783EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,754,727BeginningYearBalanceAmt
Contributions$15,214ContributionsAmt
Investment Earnings Or Losses$206,251InvestmentEarningsOrLossesAmt
Grants Or Scholarships$105,600GrantsOrScholarshipsAmt
End Year Balance$2,870,592EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,879,678BeginningYearBalanceAmt
Contributions$19,577ContributionsAmt
Investment Earnings Or Losses-$79,213InvestmentEarningsOrLossesAmt
Grants Or Scholarships$64,315GrantsOrScholarshipsAmt
Other Expenditures$1,000OtherExpendituresAmt
End Year Balance$2,754,727EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,605,180BeginningYearBalanceAmt
Contributions$54,938ContributionsAmt
Investment Earnings Or Losses$296,014InvestmentEarningsOrLossesAmt
Grants Or Scholarships$75,788GrantsOrScholarshipsAmt
Other Expenditures$666OtherExpendituresAmt
End Year Balance$2,879,678EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.79700PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.20300TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENTSDesc
Book Value$278,977BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$278,977TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSCHOLARSHIPS PAYABLEDesc
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Liability$5,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,214,320TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,711NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$430,219DonatedServicesAndUseFcltsAmt
Revenue Not Reported$439,930RevenueNotReportedAmt
Revenue Subtotal$774,390RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$774,390TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,190,664TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$430,219DonatedServicesUseFcltsAmt
Expenses Not Reported$430,219ExpensesNotReportedAmt
Expenses Subtotal$760,445ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$760,445TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR STUDENT SCHOLARSHIPS AND ACADEMIC PROGRAM SUPPORT.
PART X, LINE 2:THE ORGANIZATION'S FEDERAL AND STATE FILINGS FOR 2011-2013 ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$17,265GrossReceiptsEvent1Amt
Charitable Contri Event1$2,700CharitableContriEvent1Amt
Gross Revenue Event1$14,565GrossRevenueEvent1Amt
Rent Facility Costs Event1$5,743RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$1,364OtherDirectExpensesEvent1Amt
Gross Receipts Total$17,265GrossReceiptsTotalAmt
Charitable Contributions Tot$2,700CharitableContributionsTotAmt
Gross Revenue Total Events$14,565GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$5,743RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$1,364OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,107DirectExpenseSummaryEventsAmt
Net Income Summary$7,458NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST 7TH STREETAddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
Recipient EIN416007162RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$455,627CashGrantAmt
Purpose Of GrantTO SUPPORT THE UNIVERSITY (SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS)PurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR INDIVIDUALS ATTENDING METROPOLITAN STATE UNIVERSITYGrantTypeTxt
Recipient144RecipientCnt
Cash Grant$196,936CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSTUDENTS APPLY FOR SCHOLARSHIPS USING AN APPLICATION FORM. THIS FORM IS REVIEWED BY SCHOLARSHIP COMMITTEES IN CONJUNCTION WITH INFORMATION FROM THE FINANCIAL AID OFFICE. DOCUMENTATION IS KEPT ON ALL AWARDS MADE INCLUDING RECIPIENT NAME, AMOUNT AND WHICH SCHOLARSHIP WAS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PRESENTED TO THE FOUNDATION'S FINANCE AND AUDIT COMMITTEE FOR REVIEW. THE FINANCE AND AUDIT COMMITTEE IS GIVEN THE OPPORTUNITY TO COMMENT AND IS ULTIMATELY GIVEN THE CHARGE TO APPROVE FOR SUBMISSION ON BEHALF OF THE METROPOLITAN STATE UNIVERSITY FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 12CMANAGEMENT REGULARLY AND CONSISTENTLY MONITORS THIS POLICY WITH CURRENT BOARD MEMBERS. IF A CONFLICT OF INTEREST SITUATION IS IDENTIFIED, PROCEDURES ARE IN PLACE FOR FULL ENFORCEMENT OF COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE OVERSIGHT PROCESS OR SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST 7TH STREETAddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55106ZIPCd
FieldValueIRS element (for citing)
EIN416007162EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)(II)PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
METROPOLITAN STATE UNIVERSITY
B$650,913CASH
METROPOLITAN STATE UNIVERSITY
L$47,854CASH
METROPOLITAN STATE UNIVERSITY
N$99,281CALCULATED/STATE GUIDELINES
METROPOLITAN STATE UNIVERSITY
O$330,938CASH
METROPOLITAN STATE UNIVERSITY
C$430,219SALARY AMOUNT/STATE GUIDELINES