COLORADO SCHOOL OF MINES FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO SCHOOL OF MINES FOUNDATION (EIN 84-0509064)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-13
- IRS object ID
- 201500139349300700
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-13T07:18:05-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461497033 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840509064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SCHOOL OF MINES FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 3032733143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA LANDRUM | PersonNm |
| Person Title | EVP FINANCE AND ADMIN AND CFO | PersonTitleTxt |
| Phone | 3032733143 | PhoneNum |
| Signature | 2015-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA LANDRUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $105,124,905 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 56 | TotalVolunteersCnt |
| Total Gross UBI | -$1,048,694 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,187,154 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,073,906 | PYContributionsGrantsAmt |
| CY Contributions Grants | $48,915,970 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,800,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,800,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,681,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,565,223 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$442,411 | PYOtherRevenueAmt |
| CY Other Revenue | -$588,608 | CYOtherRevenueAmt |
| PY Total Revenue | $36,112,730 | PYTotalRevenueAmt |
| CY Total Revenue | $59,692,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,791,662 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,266,032 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,318,358 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,699,858 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $65,497 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,141,738 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,173,883 | PYOtherExpensesAmt |
| CY Other Expenses | $2,572,574 | CYOtherExpensesAmt |
| PY Total Expenses | $22,349,400 | PYTotalExpensesAmt |
| CY Total Expenses | $25,538,464 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,763,330 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $34,154,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $278,816,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $359,394,017 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,312,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,639,561 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $245,504,118 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $312,754,456 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COLORADO SCHOOL OF MINES FOUNDATION, INC. IS A NONPROFIT ORGANIZATION PROVIDING FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,528,961 | ExpenseAmt |
| Grant | $19,266,032 | GrantAmt |
| Revenue | $1,800,000 | RevenueAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS. | Desc |
| Total Program Service Expenses | $19,528,961 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA LANDRUM CO CSMF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032733143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| F STEVEN MOONEY | |||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGH E HARVEY | |||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM A PRESTON | |||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J WAGNER | |||||||
| CEO/CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PATRICK M JAMES | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TERRANCE G TSCHATSCHULA | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARSHALL C CROUCH III | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIAN L WINKELBAUER | |||||||
| PRESIDENT/COO | 40.00 | $186,651 | $0 | $22,105 | Yes (X) | ||
| LINDA M LANDRUM | |||||||
| EVP FINANCE & ADMINISTRATION/CFO | 40.00 | $172,881 | $0 | $18,616 | Yes (X) | ||
| CHRISTOPHER WENGER | |||||||
| SENIOR DIRECTOR | 40.00 | $144,634 | $0 | $10,455 | Yes (X) | ||
| MICHELLE MERTZ | |||||||
| ASSOCIATE VICE PRESIDENT | 40.00 | $143,574 | $0 | $7,190 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $647,740 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,366 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER ST SUITE 2100 | DENVER | CO | 80202 | INVESTMENT CONSULTING | $150,000 |
| AMERICAN CAPITOL GROUP | |||||
| 101 CONSTITUTION AVE 525 EAST | WASHINGTON | DC | 20001 | LOBBY SERVICES | $144,000 |
| COLORADO LEGISLATIVE SERVICES | |||||
| 1410 GRANT ST D110 | DENVER | CO | 80203 | LOBBY SERVICES | $108,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $48,915,970 | AllOtherContributionsAmt |
| Noncash Contributions | $4,872,399 | NoncashContributionsAmt |
| Total Contributions | $48,915,970 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVELOPMENT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,800,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,800,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,800,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,846,964 | TotalRevenueColumnAmt |
| Exclusion | $1,846,964 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,639 | TotalRevenueColumnAmt |
| Exclusion | $16,639 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,150,579 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,432,320 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,718,259 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,718,259 | TotalRevenueColumnAmt |
| Exclusion | $7,718,259 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMINISTRATION FEES | 523000 | $429,483 | $429,483 | |
| OTHER INCOME/LOSS | 900099 | $13,964 | $13,964 | |
| UNRELATED BUS. LOSS | 523000 | -$1,048,694 | -$1,048,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$605,247 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,692,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,243,447 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,048,694 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,581,862 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,266,032 | TotalAmt |
| Program Services | $19,266,032 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,199 | TotalAmt |
| Management And General | $203,513 | ManagementAndGeneralAmt |
| Fundraising | $252,686 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,479 | TotalAmt |
| Management And General | $325,010 | ManagementAndGeneralAmt |
| Fundraising | $2,344,469 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,335 | TotalAmt |
| Management And General | $15,208 | ManagementAndGeneralAmt |
| Fundraising | $106,127 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,766 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $41,598 | ManagementAndGeneralAmt |
| Fundraising | $160,168 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,079 | TotalAmt |
| Management And General | $36,881 | ManagementAndGeneralAmt |
| Fundraising | $204,198 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,365 | TotalAmt |
| Management And General | $38,331 | ManagementAndGeneralAmt |
| Fundraising | $34 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,508 | TotalAmt |
| Management And General | $11,556 | ManagementAndGeneralAmt |
| Fundraising | $8,952 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,222 | TotalAmt |
| Management And General | $57,222 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,929 | TotalAmt |
| Program Services | $252,929 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,820 | TotalAmt |
| Management And General | $1,063,820 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,175 | TotalAmt |
| Fundraising | $5,175 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,368 | TotalAmt |
| Fundraising | $198,368 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,007 | TotalAmt |
| Management And General | $27,636 | ManagementAndGeneralAmt |
| Fundraising | $152,371 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,352 | TotalAmt |
| Fundraising | $164,352 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,968 | TotalAmt |
| Management And General | $4,367 | ManagementAndGeneralAmt |
| Fundraising | $180,601 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,930 | TotalAmt |
| Management And General | $164 | ManagementAndGeneralAmt |
| Fundraising | $8,766 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,714 | TotalAmt |
| Management And General | $19,394 | ManagementAndGeneralAmt |
| Fundraising | $9,320 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EVENTS | $235,649 | $7,766 | $227,883 |
| PREMIUMS | $35,484 | $1,625 | $33,859 |
| PHONATHON | $30,960 | $30,960 | |
| RELOCATION & RECRUIT. | $11,698 | $1,992 | $9,706 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,425 | TotalAmt |
| Management And General | $11,682 | ManagementAndGeneralAmt |
| Fundraising | $43,743 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,538,464 | TotalAmt |
| Program Services | $19,528,961 | ProgramServicesAmt |
| Management And General | $1,867,765 | ManagementAndGeneralAmt |
| Fundraising | $4,141,738 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,833 | BOYAmt |
| EOY | $2,201,825 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,413,133 | BOYAmt |
| EOY | $11,920,679 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,402,641 | BOYAmt |
| EOY | $32,697,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,719 | BOYAmt |
| EOY | $97,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $515,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $508,937 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,545 | BOYAmt |
| EOY | $6,615 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,339,223 | BOYAmt |
| EOY | $172,227,201 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,761,720 | BOYAmt |
| EOY | $108,101,983 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,755,014 | BOYAmt |
| EOY | $1,743,115 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,358,910 | BOYAmt |
| EOY | $30,398,255 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,816,738 | BOYAmt |
| EOY | $359,394,017 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,660,309 | BOYAmt |
| EOY | $1,722,337 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,652,311 | BOYAmt |
| EOY | $44,917,224 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,312,620 | BOYAmt |
| EOY | $46,639,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,364,971 | BOYAmt |
| EOY | $27,077,408 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,560,197 | BOYAmt |
| EOY | $119,251,194 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,578,950 | BOYAmt |
| EOY | $166,425,854 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,504,118 | BOYAmt |
| EOY | $312,754,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,816,738 | BOYAmt |
| EOY | $359,394,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $34,154,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,328,970 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $767,247 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,605,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,383,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,146,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,073,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,915,970 | CurrentTaxYearAmt |
| Total | $131,124,873 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,605,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,383,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,146,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,073,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,915,970 | CurrentTaxYearAmt |
| Total | $131,124,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $39,784,372 | SubstantialContributorsTotAmt |
| Public Support Total170 | $91,340,501 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,202,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,795,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,727,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,616,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,863,603 | CurrentTaxYearAmt |
| Total | $9,204,791 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $897,611 | CurrentTaxYearMinus3YearsAmt |
| Total | $897,611 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $276,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443,447 | CurrentTaxYearAmt |
| Total | $1,230,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $142,457,662 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,600,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2009 AMOUNT: $ 9,542. 2010 AMOUNT: $ -48,703. 2011 AMOUNT: $ -98,024. 2012 AMOUNT: $ 6,197. 2013 AMOUNT: $ 13,964. ADMINISTRATION FEES - 2009 AMOUNT: $ 175,585. 2010 AMOUNT: $ 227,469. 2011 AMOUNT: $ 244,157. 2012 AMOUNT: $ 270,717. 2013 AMOUNT: $ 429,483. | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $252,929 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $252,929 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,221,717 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,474,646 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $247,460 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,008 | CurrentYearMinus2Amt |
| Current Year Minus1 | $253,118 | CurrentYearMinus1Amt |
| Current Year | $252,929 | CurrentYearAmt |
| Total | $1,003,515 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $188,486,221 | BeginningYearBalanceAmt |
| Contributions | $10,685,403 | ContributionsAmt |
| Investment Earnings Or Losses | $33,874,010 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,234,594 | OtherExpendituresAmt |
| End Year Balance | $225,811,040 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $167,544,418 | BeginningYearBalanceAmt |
| Contributions | $11,734,285 | ContributionsAmt |
| Investment Earnings Or Losses | $21,300,320 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,092,802 | OtherExpendituresAmt |
| End Year Balance | $188,486,221 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,617,474 | BeginningYearBalanceAmt |
| Contributions | $14,940,978 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,973,166 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,040,868 | OtherExpendituresAmt |
| End Year Balance | $167,544,418 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,563,088 | BeginningYearBalanceAmt |
| Contributions | $2,431,253 | ContributionsAmt |
| Investment Earnings Or Losses | $28,707,486 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,084,353 | OtherExpendituresAmt |
| End Year Balance | $158,617,474 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,298,434 | BeginningYearBalanceAmt |
| Contributions | $2,328,954 | ContributionsAmt |
| Investment Earnings Or Losses | $15,255,877 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,320,177 | OtherExpendituresAmt |
| End Year Balance | $132,563,088 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10380 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65070 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $515,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $508,937 | DepreciationAmt |
| Book Value | $6,615 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,615 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS INVESTMENTS | Desc |
| Book Value | $108,101,983 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $108,101,983 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TRUST CONTRIBUTIONS RECEIVABLE | $4,326,227 |
| SPLIT INTEREST AGREEMENTS | $14,347,315 |
| INTEREST IN ENDOWMENT | $9,669,779 |
| INTEREST IN LONG-TERM TRUSTS | $1,440,710 |
| PMC NET ASSETS | $394,848 |
| OTHER ASSETS | $171,625 |
| INVESTMENT IN COLORADO SCHOOL OF MINES TECHNOLOGY | $47,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $30,398,255 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST OBLIGATIONS | $4,826,499 |
| GIFT ANNUITY OBLIGATIONS | $4,959,882 |
| ASSETS HELD IN TRUST | $35,034,843 |
| REFUNDABLE ADVANCES | $96,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,917,224 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $91,767,478 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,328,970 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $815,118 | OtherRevenueAmt |
| Revenue Not Reported | $33,144,088 | RevenueNotReportedAmt |
| Revenue Subtotal | $58,623,390 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,069,195 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,069,195 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,692,585 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,517,140 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $47,871 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $47,871 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,469,269 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,069,195 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,069,195 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,538,464 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SUPPORT COLORADO SCHOOL OF MINES. |
| PART X, LINE 2: | THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, INCLUDING THE DETERMINATION OF THE FOUNDATION'S TAX-EXEMPT STATUS, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2014 OR 2013. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS GENERAL AND ADMINISTRATIVE EXPENSES. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2014 OR 2013. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2010 THROUGH THE CURRENT YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN NET PRESENT VALUE OF SPLIT INTEREST AGREEMENTS -232,539. CHANGE IN INTEREST IN NET ASSETS OF PROPERTY MANAGEMENT CORP. -1,037. UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES 1,048,694. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 47,871. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $17,253,343 | 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 | $17,253,343 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,253,343 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COLORADO SCHOOL OF MINES | |||||||
| 1500 ILLINOIS STREET | GOLDEN | CO | 80401 | 846000551 | 501(C)(3) | $19,086,032 | GENERAL |
| CSM ALUMNI FOUNDATION INC | |||||||
| PO BOX 1410 | GOLDEN | CO | 804021410 | 840363288 | 501(C)(3) | $180,000 | GENERAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE MADE TO COLORADO SCHOOL OF MINES AND ITS VARIOUS DEPARTMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN L WINKELBAUER | ||||||||||||||
| PRESIDENT/COO | $186,651 | $0 | $0 | $0 | $0 | $0 | $10,115 | $0 | $11,990 | $0 | $208,756 | $0 | $0 | $0 |
| LINDA M LANDRUM | ||||||||||||||
| EVP FINANCE & ADMINISTRATION/CFO | $172,881 | $0 | $0 | $0 | $0 | $0 | $10,027 | $0 | $8,589 | $0 | $191,497 | $0 | $0 | $0 |
| CHRISTOPHER WENGER | ||||||||||||||
| SENIOR DIRECTOR | $144,634 | $0 | $0 | $0 | $0 | $0 | $8,775 | $0 | $1,680 | $0 | $155,089 | $0 | $0 | $0 |
| MICHELLE MERTZ | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $143,574 | $0 | $0 | $0 | $0 | $0 | $1,600 | $0 | $5,590 | $0 | $150,764 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,872,399 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | 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 COLORADO SCHOOL OF MINES FOUNDATION USES VARIOUS INVESTMENT BROKERS AS THIRD PARTIES TO RECEIPT, PROCESS, AND SELL NON-CASH CONTRIBUTIONS, PRIMARILY FOR SECURITIES AND GIFTS OF STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DETAILED REVIEW IS PERFORMED BY THE EVP FINANCE & ADMINISTRATION/CFO AND ASSISTANT TREASURER PRIOR TO PRESENTATION TO THE EXECUTIVE COMMITTEE. A SUMMARY PRESENTATION BY THE FOUNDATION'S INDEPENDENT TAX ACCOUNTING FIRM IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES AN ANNUAL AFFIRMATION FROM MEMBERS OF THE EXECUTIVE COMMITTEE, INVESTMENT COMMITTEE, AUDIT COMMITTEE, GIFT ACCEPTANCE COMMITTEE AND TO APPOINTED OFFICERS OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS ACTS AS THE FOUNDATION'S COMPENSATION COMMITTEE AND USES COMPARABILITY DATA, INCLUDING FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND OTHER MARKET REVIEWS, TO DETERMINE AND APPROVE COMPENSATION FOR SENIOR MANAGEMENT POSITIONS. THE DELIBERATION AND DECISION IS DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET PRESENT VALUE OF SPLIT INTEREST AGREEMENTS -232,539. CHANGE IN INTEREST IN NET ASSETS OF PROPERTY MANAGEMENT CORP -1,037. UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES 1,048,694. UNCOLLECTIBLE PLEDGES -47,871. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSMF PROPERTY MANAGEMENT CORP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 W CAMPUS ROAD 4 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841266930 | EIN |
| Primary Activities | RE GIFTS | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11B | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | 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 |