2016-03-08T09:37:10-06:00 2015-06-30 410996210 WILKERSON GUTHMANN & JOHNSON LTD 1210 WEST COUNTY ROAD E STE 100 ARDEN HILLS MN 55112 990 2014-07-01 237296162 METROPOLITAN STATE UNIVERSITY FOUNDATION METR 6517931802 700 EAST SEVENTH STREET ST PAUL MN 551065000 CATHERINE J O'BRIEN TREASURER 6517931802 2016-03-08 1 ROBERT J GEORGES P01209197 6512221801 2016-02-29 2014 2016-08-17 19:52:53Z CATHERINE J O'BRIEN 700 EAST SEVENTH STREET ST PAUL MN 551065000 1621515 0 X WWW.METROSTATE.EDU X 1972 MN TO GENERATE PUBLIC AND PRIVATE SUPPORT AND AWARENESS FOR METROPOLITAN STATE UNIVERSITY. 22 22 0 383 1996 996 625480 676076 0 0 78732 75869 17842 22445 722054 774390 322822 652563 0 0 0 0 8409 4679 47854 130677 103203 461908 760445 260146 13945 5322814 4651544 420530 65908 4902284 4585636 X TO 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. 0 0 455627 455627 TO 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. 195286 195286 TO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THE FOUNDATION'S PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 114 SCHOLARSHIPS WERE AWARDED THIS YEAR. 14878 1650 THE 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. 10005 TO PROVIDE SUPPORT TO OPERATE THE FOUNDATION INCLUDING FUNDRAISING SUPPORT, FINANCIAL STATEMENT PREPARATION AND DISCRETIONARY FUNDS TO ASSIST THE UNIVERSITY IN MEETING OBLIGATIONS. 10005 675796 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X X DEB VOS 6517931802 700 EAST SEVENTH STREET SAINT PAUL MN 551065000 CRAIG VINJE BOARD CHAIR 1.00 X X 0 0 0 MAY SHOUA MOUA CO VICE CHAIR 0.50 X X 0 0 0 RICHARD SMITH CO VICE CHAIR 0.50 X X 0 0 0 MICHAEL LANGLEY CO VICE CHAIR 0.50 X X 0 0 0 JOHN VEGAS SECRETARY 0.50 X X 0 0 0 CATHY O'BRIEN TREASURER 0.50 X X 0 0 0 RICHARD ZEHRING TRUSTEE 0.10 X 0 0 0 GREGORY LAIS TRUSTEE 0.10 X 0 0 0 NATE HARTLE TRUSTEE 0.10 X 0 0 0 MIKE PARRISH TRUSTEE 0.10 X 0 0 0 LISA SCHOENING TRUSTEE 0.10 X 0 0 0 ELLIS F BULLOCK JR TRUSTEE 0.10 X 0 0 0 SAMUEL ORTIZ VERDEJA TRUSTEE 0.10 X 0 0 0 KAREEN ECKLUND TRUSTEE 0.10 X 0 0 0 JOSEPH NEUBERGER TRUSTEE 0.10 X 0 0 0 CHRISTINE BOESE TRUSTEE 0.10 X 0 0 0 CHIA-YIN LO TRUSTEE 0.10 X 0 0 0 SOPHIA KHAN TRUSTEE 0.10 X 0 0 0 TERI CALDERON TRUSTEE 0.10 X 0 0 0 JOSEPH ELLIS TRUSTEE 0.10 X 0 0 0 OCHEN KAYLAN TRUSTEE 0.10 X 0 0 0 GARY CUNNINGHAM TRUSTEE 0.10 X 0 0 0 DEB VOS OFFICER 40.00 X 0 92952 17564 0 92952 17564 0 0 0 0 0 2700 673376 1085 676076 68767 68767 847120 840018 7102 7102 7102 14565 2700 7107 7458 7458 ALUMNI ASSN ROYALTIES 900004 12991 12991 ALUMNI ASSN COMMISSION 623990 1996 1996 14987 774390 0 1996 96318 455627 455627 196936 196936 22050 22050 2597 2597 4679 4679 5276 5276 2030 2030 FUNDRAISING EVENTS & PU 31482 31482 OTHER ALUMNI ASSOCIATIO 13228 9326 3902 OTHER EXPENSES 9838 7207 1316 1315 DEVELOPMENT STAFF SUPPO 9650 6700 2950 7052 3526 3526 760445 675796 36795 47854 526849 80558 853878 565525 118105 83839 7394 3518976 3635251 305006 278977 5322814 4651544 398307 60908 355 0 21868 5000 420530 65908 X 257976 285229 2135617 1754804 2508691 2545603 4902284 4585636 5322814 4651544 13945 9711 -340304 0 X 0 1 X 1 0 X 1436365 853508 455786 625480 676076 4047215 1436365 853508 455786 625480 676076 4047215 1696608 2350607 125894 51219 107529 90866 88860 464368 3030 1733 2162 1716 1996 10637 11393 11393 4533613 0.51850 0.52900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 3183783 36912 62185 90537 3192343 2870592 64703 283808 35320 3183783 2754727 15214 206251 105600 2870592 2879678 19577 -79213 64315 1000 2754727 2605180 54938 296014 75788 666 2879678 0.79700 0.20300 0 0 0 OTHER INVESTMENTS 278977 F 278977 SCHOLARSHIPS PAYABLE 5000 5000 X 1214320 9711 430219 439930 774390 0 774390 1190664 430219 430219 760445 0 760445 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. GOLF TOURNAMENT 17265 2700 14565 5743 1364 17265 2700 14565 5743 1364 7107 7458 1 METROPOLITAN STATE UNIVERSITY 700 EAST 7TH STREET SAINT PAUL MN 55106 416007162 501(C)(3) 455627 TO SUPPORT THE UNIVERSITY (SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS) SCHOLARSHIPS FOR INDIVIDUALS ATTENDING METROPOLITAN STATE UNIVERSITY 144 196936 PART I, LINE 2: STUDENTS 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. FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C MANAGEMENT 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 19 THE 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. METROPOLITAN STATE UNIVERSITY 700 EAST 7TH STREET SAINT PAUL MN 55106 416007162 EDUCATION MN 501(C)(3) 170(B)(1)(A)(II) 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 METROPOLITAN STATE UNIVERSITY B 650913 CASH METROPOLITAN STATE UNIVERSITY L 47854 CASH METROPOLITAN STATE UNIVERSITY N 99281 CALCULATED/STATE GUIDELINES METROPOLITAN STATE UNIVERSITY O 330938 CASH METROPOLITAN STATE UNIVERSITY C 430219 SALARY AMOUNT/STATE GUIDELINES