UNIVERSITY OF MISSISSIPPI FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MISSISSIPPI FOUNDATION (EIN 23-7310293)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-13
- IRS object ID
- 201513179349307671
- Schema version
- 2014v5.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T14:50:04-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237310293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MISSISSIPPI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MAGGIE ABERNATHY | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6629155944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGIE ABERNATHY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6629155944 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON H FRANKLIN | PreparerPersonNm |
| PTIN | P00448640 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MR WENDELL WEAKLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIV OF MS FOUNDATION | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $240,687,307 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION IS RESPONSIBLE FOR FOR RECEIVING, RECEIPTING,INVESTING,AND DISTRIBUTING GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | -$1,953,946 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,976,020 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,423,112 | PYContributionsGrantsAmt |
| CY Contributions Grants | $48,814,740 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,233,152 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $851,438 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,418,209 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,251,849 | CYInvestmentIncomeAmt |
| PY Other Revenue | $553,572 | PYOtherRevenueAmt |
| CY Other Revenue | $899,476 | CYOtherRevenueAmt |
| PY Total Revenue | $55,628,045 | PYTotalRevenueAmt |
| CY Total Revenue | $73,817,503 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,647,168 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,487,487 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,166,280 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,264,671 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $307,779 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $212,788 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $947,954 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,662,578 | PYOtherExpensesAmt |
| CY Other Expenses | $2,344,881 | CYOtherExpensesAmt |
| PY Total Expenses | $39,783,805 | PYTotalExpensesAmt |
| CY Total Expenses | $36,309,827 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,844,240 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,507,676 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $425,285,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,531,401 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,017,766 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,010,745 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $389,267,281 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $410,520,656 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF MISSISSIPPI FOUNDATION IS A NONPROFIT CORPORATION CHARTERED IN 1973 BY THE STATE OF MISSISSIPPI TO OPERATE PRIMARILY FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. THE FOUNDATION IS RESPONSIBLE FOR RECEIVING, RECEIPTING, INVESTING AND DISTRIBUTING ALL GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. IT PURSUES THIS MISSION IN AN ENVIRONMENT OF PRODUCTIVE TEAMWORK, EFFECTIVE COMMUNICATION, AND RELENTLESS SERVICE TO OUR DONORS, UNIVERSITY ADMINISTRATORS, FACULTY, STAFF AND STUDENTS. COMMUNICATION OF UNIVERSITY NEEDS AND PRIORITIES ALONG WITH ENCOURAGING INVESTMENT IN THE FUTURE OF OLE MISS ARE INTEGRAL TO OUR SUCCESS. INTEGRITY, HONOR, CIVILITY, SERVICE AND RESPECT FOR OUR DONORS AND THEIR WISHES SERVE AS THE FOUNDATION'S GUIDING PRINCIPLES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,451,306 | ExpenseAmt |
| Grant | $17,501,907 | GrantAmt |
| Desc | UNIVERSITY PROGRAMS - TRANSFERS TO THE UNIVERSITY TO BE USED TO PROVIDE NON-ACADEMIC PROGRAMS AND ACTIVITIES, SUCH AS HONORS PROGRAMS, LIBRARIES, AND SPECIAL EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,265,648 | ExpenseAmt |
| Grant | $6,265,648 | GrantAmt |
| Desc | SCHOLARSHIPS - TRANSFERS TO THE UNIVERSITY FOR DIRECT STUDENT FINANCIAL SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,830,578 | ExpenseAmt |
| Grant | $3,830,578 | GrantAmt |
| Desc | ACADEMIC EXCELLENCE - TRANSFERS TO UNIVERSITY ACADEMIC DEPARTMENTS FOR FACULTY AND GENERAL USE, ACCOUNTANCY, APPLIED SCIENCE, BUSINESS, EDUCATION, ENGINEERING, JOURNALISM, LAW, LIBERAL ARTS, MEDICAL CENTER, PHARMACY, OUTREACH, AND RESEARCH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,115,022 | ExpenseAmt |
| Grant | $4,339,354 | GrantAmt |
| Revenue | $851,438 | RevenueAmt |
| Desc | OTHER | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,115,022 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,339,354 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $851,438 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $32,662,554 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | 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 | MS | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGIE ABERNATHY | PersonNm |
| Phone | 6629155944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Wendell Weakley | ||||||||
| President/CEO | 40.0 | 0.5 | Yes (X) | Yes (X) | $243,203 | $0 | $54,418 | |
| Louis Brandt | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Charles Cannada | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James Carpenter | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hunter Carpenter | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Reatha Clark | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rose Flenorl | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Martha Dale Fritts | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Don L Fruge' | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Walton Gresham | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Doug Hederman | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Trentice Imbler | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lowry Lomax | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Lusco | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Eddie Maloney | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Olivia Manning | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Susan McCormick | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael McRee | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Hu Meena | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Karen Moore | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Markeeva Morgan | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Charlie Porter | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Lenny Sawyer | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Marci Sliman | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Nat Sumner | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Suzan Thames | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Chip Triplett | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jon Turner | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William Yates | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wirt Yerger | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Ward | ||||||||
| DIRECTOR | 0.01 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Guest | ||||||||
| Vice Pres/Sec | 40.0 | 0.0 | Yes (X) | $148,000 | $0 | $31,535 | ||
| Maggie Abernathy | ||||||||
| Treasurer/CFO | 40.0 | 0.0 | Yes (X) | $128,310 | $0 | $27,949 | ||
| Ron Guest | ||||||||
| Exec Director | 40.0 | 0.0 | $133,139 | $0 | $29,064 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $652,652 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $142,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUFFALO CODY | |||||
| PO BOX 718 | DES MOINES | IA | 50303 | FUNDRAISING | $421,676 |
| VANGUARD | |||||
| PO BOX 1110 | VALLEY FORGE | PA | 19482 | EMPLOYEE SERVICES | $309,580 |
| GRANTHAM CONSTRUCTION CO INC | |||||
| PO BOX 985 | OXFORD | MS | 38655 | RENOVATION COSTS | $261,494 |
| TOUR RESOURCE CONSULTANTS PC | |||||
| 12440 W 62ND TERR STE A | SHAWNEE | KS | 66216 | TRAVEL COSTS | $134,557 |
| KPMG | |||||
| PO BO 120001 | DALLAS | TX | 75312 | AUDIT AND TAX SERV. | $122,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $262,254 | FundraisingAmt |
| Related Organizations | $3,701,666 | RelatedOrganizationsAmt |
| All Other Contributions | $44,850,820 | AllOtherContributionsAmt |
| Noncash Contributions | $6,684,433 | NoncashContributionsAmt |
| Total Contributions | $48,814,740 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FOOTBALL GAME TICKETS | 611710 | $743,319 | $743,319 |
| MANAGEMENT FEES | 611710 | $108,119 | $108,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $851,438 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,850,951 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,953,946 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,804,897 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,822 | TotalRevenueColumnAmt |
| Exclusion | $5,822 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $550,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,415 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $472,085 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $472,085 | TotalRevenueColumnAmt |
| Exclusion | $472,085 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,956,133 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,555,235 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,400,898 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,400,898 | TotalRevenueColumnAmt |
| Exclusion | $18,400,898 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $442,783 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $262,254 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $236,154 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,629 | TotalRevenueColumnAmt |
| Exclusion | $206,629 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $214,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $214,940 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $214,940 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,817,503 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,066,378 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,953,946 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,890,331 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,487,487 | TotalAmt |
| Program Services | $31,487,487 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,050 | TotalAmt |
| Management And General | $650,050 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,593 | TotalAmt |
| Management And General | $750,082 | ManagementAndGeneralAmt |
| Fundraising | $423,511 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,998 | TotalAmt |
| Management And General | $217,998 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,046 | TotalAmt |
| Management And General | $126,046 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,984 | TotalAmt |
| Management And General | $96,984 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,334 | TotalAmt |
| Program Services | $217,451 | ProgramServicesAmt |
| Management And General | $123,465 | ManagementAndGeneralAmt |
| Fundraising | $43,418 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,933 | TotalAmt |
| Program Services | $61,933 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,788 | TotalAmt |
| Fundraising | $212,788 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,578 | TotalAmt |
| Program Services | $283,578 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,154 | TotalAmt |
| Program Services | $37,960 | ProgramServicesAmt |
| Management And General | $77,538 | ManagementAndGeneralAmt |
| Fundraising | $17,656 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,858 | TotalAmt |
| Program Services | $169,856 | ProgramServicesAmt |
| Management And General | $146,324 | ManagementAndGeneralAmt |
| Fundraising | $8,678 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,025 | TotalAmt |
| Management And General | $79,025 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,185 | TotalAmt |
| Program Services | $582 | ProgramServicesAmt |
| Management And General | $75,603 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,872 | TotalAmt |
| Program Services | $386,248 | ProgramServicesAmt |
| Management And General | $14,430 | ManagementAndGeneralAmt |
| Fundraising | $217,194 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,167 | TotalAmt |
| Program Services | $2,392 | ProgramServicesAmt |
| Management And General | $3,032 | ManagementAndGeneralAmt |
| Fundraising | $743 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,750 | TotalAmt |
| Management And General | $188,750 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,452 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $41,377 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| UMMC FUND EXPENSES | $127,564 | $103,809 | $23,755 | |
| DUES AND SUBSCRIPTIONS | $11,060 | $4,806 | $6,254 | |
| OTHER | $8,949 | $211 | $8,738 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,309,827 | TotalAmt |
| Program Services | $32,662,554 | ProgramServicesAmt |
| Management And General | $2,699,319 | ManagementAndGeneralAmt |
| Fundraising | $947,954 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,906,694 | BOYAmt |
| EOY | $7,730,829 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,309,684 | BOYAmt |
| EOY | $31,607,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,861,602 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,083,108 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,905,275 | BOYAmt |
| EOY | $2,778,494 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,001,752 | BOYAmt |
| EOY | $160,007,719 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,594,776 | BOYAmt |
| EOY | $242,022,457 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,866 | BOYAmt |
| EOY | $2,384,575 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,285,047 | BOYAmt |
| EOY | $446,531,401 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,017,766 | BOYAmt |
| EOY | $36,010,745 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,017,766 | BOYAmt |
| EOY | $36,010,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,670,882 | BOYAmt |
| EOY | $17,186,241 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,908,495 | BOYAmt |
| EOY | $183,044,292 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,687,904 | BOYAmt |
| EOY | $210,290,123 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,267,281 | BOYAmt |
| EOY | $410,520,656 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,285,047 | BOYAmt |
| EOY | $446,531,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $37,507,676 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$16,130,404 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$123,897 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $26,304,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,673,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,381,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,423,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,814,740 | CurrentTaxYearAmt |
| Total | $182,597,394 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,304,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,673,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,381,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,423,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,814,740 | CurrentTaxYearAmt |
| Total | $182,597,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,151,592 | SubstantialContributorsTotAmt |
| Public Support Total170 | $148,445,802 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,869,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,476,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,470,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,191,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,407,273 | CurrentTaxYearAmt |
| Total | $36,415,977 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $34,630 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $214,940 | CurrentTaxYearAmt |
| Total | $227,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $219,275,410 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,803,107 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67698 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $61,933 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $61,933 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITIES UNIVERSITY OF MISSISSIPPI FOUNDATION PAID JIM HENEGAN WITH BUTLER, SNOW ET AL. TO BE A LOBBYIST ON ITS BEHALF. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,617,039 | BeginningYearBalanceAmt |
| Contributions | $15,997,132 | ContributionsAmt |
| Investment Earnings Or Losses | $5,290,202 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,854,211 | OtherExpendituresAmt |
| End Year Balance | $306,050,162 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $251,307,007 | BeginningYearBalanceAmt |
| Contributions | $9,486,836 | ContributionsAmt |
| Investment Earnings Or Losses | $40,123,768 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,300,572 | OtherExpendituresAmt |
| End Year Balance | $293,617,039 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $214,603,113 | BeginningYearBalanceAmt |
| Contributions | $19,214,444 | ContributionsAmt |
| Investment Earnings Or Losses | $25,698,620 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,209,170 | OtherExpendituresAmt |
| End Year Balance | $251,307,007 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $219,164,513 | BeginningYearBalanceAmt |
| Contributions | $7,797,504 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,021,259 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,337,645 | OtherExpendituresAmt |
| End Year Balance | $214,603,113 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,023,095 | BeginningYearBalanceAmt |
| Contributions | $7,781,885 | ContributionsAmt |
| Investment Earnings Or Losses | $34,250,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,891,400 | OtherExpendituresAmt |
| End Year Balance | $219,164,513 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.68073 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31827 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,486,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,320,383 | DepreciationAmt |
| Book Value | $1,166,008 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,372 | DepreciationAmt |
| Book Value | $27,599 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,006,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $721,353 | DepreciationAmt |
| Book Value | $1,284,887 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,778,494 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE TYPE INVESTMENTS | $17,582,460 | F |
| HEDGE AND VENTURE FUNDS | $224,439,997 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $242,022,457 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $23,360,075 |
| REMAINDER TRUST LIABILITES | $7,265,250 |
| OTHER LIABILITIES | $5,385,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,010,745 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $57,928,296 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$16,130,404 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $432,570 | OtherRevenueAmt |
| Revenue Not Reported | -$15,697,834 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,626,130 | RevenueSubtotalAmt |
| Other Revenues Not Included | $191,373 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $191,373 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $73,817,503 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,674,922 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $365,095 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $365,095 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,309,827 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $36,309,827 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS THE FOUNDATION INTENDS TO USE THE ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI BY PROVIDING FUNDING FOR SCHOLARSHIPS AND OTHER UNIVERSITY ACTIVITIES. |
| PART XI, LINE 2D | OTHER RECONCILIATION OF REVENUE CHANGE IN LIFE INSURANCE VALUE ADJUSTMENTS 67,475 CREDIT CARD RECLASS 50,526 FUNDRAISING RECLASS 236,154 RENT RECLASS 78,415 --------- TOTAL 432,570 |
| PART XI, LINE 4b | OTHER RECONCILIATION OF REVENUE CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 191,373 |
| PART XII, LINE 2D | OTHER RECONCILIATION OF EXPENSES RENTAL EXPENSES 78,415 CREDIT CARD INCOME, NET OF EXPENSES 50,526 FUNDRAISING EXPENSES 236,154 ----------- TOTAL 365,095 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO CODY | PersonNm |
| Activity | PHONE SOLICITING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $1,168,335 | GrossReceiptsAmt |
| Retained By Contractor | $400,486 | RetainedByContractorAmt |
| Net To Organization | $767,849 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,168,335 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $400,486 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $767,849 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GLADYS KNIGHT | Event1Nm |
| Gross Receipts Event1 | $288,301 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $241,121 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,180 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,354 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,325 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $48,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,569 | OtherDirectExpensesEvent1Amt |
| Event2 | BLACKBERRY FARM | Event2Nm |
| Gross Receipts Event2 | $179,512 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $179,512 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,000 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,371 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $237,225 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $21,133 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $216,092 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $15,051 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $75,721 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $29,012 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $705,038 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $262,254 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $442,784 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,405 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $108,046 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $49,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $57,952 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $236,153 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $206,631 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MISSISSIPPI | ||||||||||
| 236 LYCEUM | UNIVERSITY | MS | 38677 | 646001159 | 501(C)(3) | $22,743,224 | $3,629,242 | COMP SALES | VARIOUS | SEE PART IV |
| UNIVERSITY OF MISS MEDICAL CENTER | ||||||||||
| 2500 NORTH STATE STREE | JACKSON | MS | 39216 | 646008520 | 501(C)3) | $5,115,022 | SEE PART IV | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 | MONITORING PROCEDURES OF FUNDS IN THE US THE UNIVERSITY OF MISSISSIPPI FOUNDATION DISBURSES FUNDS DIRECTLY TO THE UNIVERSITY OF MISSISSIPPI AS REQUESTED BY DEPARTMENTS WITHIN THE SCHOOL. FUNDS SENT TO THE UNIVERSITY AS A CASH GRANT ARE NOT DISBURSED WITHOUT THE FOUNDATION RECEIVING WRITTEN REQUEST AND PROPER APPROVAL AND AUTHORIZATION FROM THE DESIGNATED DEPARTMENT THE PAYMENT IS TO BENEFIT. THE FOUNDATION DOES NOT MONITOR THE GRANTS DIRECTLY MADE TO THE UNIVERSITY ONCE THE MONEY IS DISBURSED. |
| PART II, LINE 1 | PURPOSE OF GRANTS GRANTS PAID TO THE UNIVERSITY OF MISSISSIPPI ACADEMIC EXCELLENCE: 3,629,242 UNIVERSITY SUPPORT: 22,743,224 SCHOLARSHIPS: 6,265,648. GRANTS PAID TO THE UNIVERSITY OF MISSISSIPPI MEDICAL CENTER TO FUND OPERATIONAL EXPENSES OF THE MEDICAL CENTER 5,115,022. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wendell Weakley | ||||||||||||||
| President/CEO | $243,203 | $0 | $0 | $0 | $0 | $0 | $36,813 | $0 | $17,605 | $0 | $297,621 | $0 | $0 | $0 |
| Sandra Guest | ||||||||||||||
| Vice Pres/Sec | $148,000 | $0 | $0 | $0 | $0 | $0 | $23,850 | $0 | $7,685 | $0 | $179,535 | $0 | $0 | $0 |
| Maggie Abernathy | ||||||||||||||
| Treasurer/CFO | $128,310 | $0 | $0 | $0 | $0 | $0 | $20,680 | $0 | $7,269 | $0 | $156,259 | $0 | $0 | $0 |
| Ron Guest | ||||||||||||||
| Exec Director | $133,139 | $0 | $0 | $0 | $0 | $0 | $21,460 | $0 | $7,604 | $0 | $162,203 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION PROCESS IN ORDER TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S CEO/EXECUTIVE DIRECTOR, PROPOSED ADJUSTMENTS ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR INDIVIDUAL APPROVAL. THE FOUNDATION HAS PARTICPATED IN AN INDEPENDENT COMPENSATION STUDY CONDUCTED BY MCCONNELL & COMPANY TO COMPARE THE UNIVERSITY OF MISSISSIPPI FOUNDATION COMPENSATION AMOUNTS TO THAT OF OTHER SEC FOUNDATIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,112 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,103 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 59 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,055,016 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH-LOW | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,950 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $76,645 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SOFTWARE | 1 | $3,468,000 | ACTUAL |
| Yes (X) | MISCELLANEOUS | 10 | $53,205 | COMPARABLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, QUESTION 32A | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES UNIVERSITY OF MISSISSIPPI FOUNDATION USES THIRD PARTY STOCK BROCKERS TO PROCESS NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OTHER PROGRAM SERVICES - PART III, LINE 4D | OTHER PROGRAM EXPENSES - FUNDS TRANSFERRED FOR UNIVERSITY FACILITIES, SALARY, OFFICE, TRAVEL, PROMOTION, ETC. |
| COMPLIANCE POLICY - PART VI, LINE 12C | ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO REVIEW THE FOUNDATION CONFLICT OF INTEREST POLICY. THIS IS DOCUMENTED BY A SIGNED CONFIRMATION STATEMENT FROM EACH MEMBER. |
| 990 REVIEW - PART VI LINE 11A | AS PER THE FOUNDATION BY-LAWS AND THE CHARTER OF THE AUDIT COMMITTEE, THE AUDIT COMMITTEE REVIEWS THE FORM 990 WITH FOUNDATION MANAGEMENT. THIS IS DOCUMENTED IN THE COMMITTEE MINUTES. THE 990 IS EMAILED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO THE FILING OF THE RETURN. |
| PUBLIC AVAILABILITY OF DOCUMENTS - PART VI, LINE 19 | THE FOUNDATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AS WELL AS POSTED TO THE FOUNDATION WEBSITE AT WWW.UMFOUNDATION.COM |
| FAMILY RELATIONSHIP - PART VI, LINE 2 | SANDRA M. GUEST, VICE-PRESIDENT/SECRETARY AND RONNIE D. GUEST, DIRECTOR OF FOUNDATION SERVICES HAVE A FAMILY RELATIONSHIP. |
| CHANGES IN NET ASSETS - PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (191,373) CHANGE IN CASH SURRENDER VALUE - LIFE INSURANCE 67,476 ----------- TOTAL (123,897) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| UNIV OF MISS FOUNDATION REALTY LLC | |||||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | 205945758 | REAL ESTATE | MS | -$355,286 | $990,000 | UMF |
| ISOM PLACE LLC | |||||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | 640865754 | FACILITY RENT | MS | $9,108 | $725,973 | UMF |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MISSISSIPPI COMMON FUND TRUST | ||||||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | 640875827 | FUNDRAISING | MS | 501(C)(3) | PF | UMF | Yes (true) |
| UNIVERSITY OF MISSISSIPPI | ||||||||||
| 216 LYCEUM | UNIVERSITY | MS | 38677 | 646001159 | PUBLIC UNIV. | MS | 509(A)(1) | 2 | NA | false |
| UNIV OF MISSISSIPPI MEDICAL CENTER | ||||||||||
| 2500 NORTH STATE STREET | JACKSON | MS | 39216 | 646008520 | MEDICAL UNIV. | MS | 501(C)(3) | NA | false | |
| OLE MISS ATHLETICS FOUNDATION | ||||||||||
| PO BOX 355 | UNIVERSITY | MS | 38677 | 640474850 | ATHLETICS | MS | 501(C)(3) | 5 | UMF | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (13) | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | TRUST | MS | UMF | Trust |
| CHARITABLE LEAD UNITRUST (1) | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | TRUST | MS | UMF | Trust |
| CHARITABLE REMAINDER ANNUITY TRUST (6) | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | TRUST | MS | UMF | Trust |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF MISSISSIPPI | ||
| b | $26,372,466 | CASH PAID |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||
| b | $5,115,022 | CASH PAID |
| MISSISSIPPI COMMON FUND TRUST | ||
| c | $3,701,666 | CASH RECEIVED |
| UNIVERSITY OF MISSISSIPPI | ||
| j | $160,000 | BILLING AGMT |
| UNIVERSITY OF MISSISSIPPI | ||
| l | $444,000 | AFFL. AGMT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, LINE 4 | FormAndLineReferenceDesc |
| Explanation | RELATED TAX-EXEMPT ORGANIZATIONS UNIVERSITY OF MISSISSIPPI FOUNDATION AND OLE MISS ATHLETICS FOUNDATION ARE DEEMED TO BE RELATED AS BROTHER/SISTER ORGANIZATIONS. | ExplanationTxt |