UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WISCONSIN RIVER FALLS FOUNDATION (EIN 39-6064630)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-11
- IRS object ID
- 201410429349300926
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-11T15:25:15-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7601 FRANCE AVENUE SOUTH SUITE 400 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396064630 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN - RIVER FALLS | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 7154253505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 SOUTH THIRD STREET | AddressLine1 |
| City | RIVER FALLS | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER MUELLER | Name |
| Title | PRESIDENT | Title |
| Phone | 7154253505 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA DESOTELLE CPA | Name |
| PTIN | P00952721 | PTIN |
| Phone | 9525483400 | Phone |
| Date Prepared | 2014-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTOPHER MUELLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 SOUTH THIRD STREET | AddressLine1 |
| City | RIVER FALLS | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9676310 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWRF.EDU/ALUMNI | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO BENEFIT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3467133 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3009453 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 547809 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 178348 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -357234 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1105132 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7403 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4979 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3665111 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4297912 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1515425 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1324487 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 159916 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 28416 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 187503 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1355362 | OtherExpensePriorYear |
| Other Expenses Current Year | 857748 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2870787 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2370567 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 794324 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1927345 | RevenuesLessExpensesCY |
| Total Assets BOY | 17908193 | TotalAssetsBOY |
| Total Assets EOY | 20130504 | TotalAssetsEOY |
| Total Liabilities BOY | 256430 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 189166 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17651763 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19941338 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION IS COMMITTED TO TRANSFORMING THE LIVES OF OUR STUDENTS BY ENGAGING PEOPLE WHO CARE ABOUT THE UNIVERSITY, MAXIMIZING PRIVATE GIFT SUPPORT FOR THE UNIVERSITY OF WISCONSIN - RIVER FALLS, PROMOTING A CULTURE OF PHILANTHROPY, AND GUARANTEEING ETHICAL STEWARDSHIP OF ALL GIFTS RECEIVED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 681422 | Expense |
| Grants | 681422 | Grants |
| Revenue | 0 | Revenue |
| Description | SCHOLARSHIPS AND AWARDS - SCHOLARSHIPS ARE PAID TO STUDENTS ENROLLED AT THE UNIVERSITY OF WISCONSIN - RIVER FALLS. DONEES ARE SELECTED ON THE BASIS OF SCHOLASTIC MERIT, LEADERSHIP, ETC. BY THE SCHOLARSHIP COMMITTEE OF THE FOUNDATION. INDIVIDUAL DONORS OF SCHOLARSHIPS MAY NOT SPECIFY INDIVIDUAL DONEES OF FUNDS. 711 SCHOLARSHIPS WERE AWARDED THIS YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 370565 | Expense |
| Grants | 370565 | Grants |
| Revenue | 66884 | Revenue |
| Description | SPECIAL PROJECTS FOR UNIVERSITY RELATED ACTIVITIES- DISBURSEMENTS OF THIS TYPE ARE FOR PAYMENTS TO ENHANCE AND SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF WISCONSIN - RIVER FALLS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 272500 | Expense |
| Grants | 272500 | Grants |
| Revenue | 0 | Revenue |
| Description | ANIMALS ACCEPTED FOR THE UNIVERSITY OF WISCONSIN - RIVER FALLS EQUINE PROGRAM. STUDENTS LEARN TO RIDE AND CARE FOR THE HORSES. THE UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION ACCEPTED AND PROVIDED 11 HORSES DURING THE YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1324487 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER MUELLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7154253505 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 SOUTH THIRD STREET | AddressLine1 |
| City | RIVER FALLS | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| WILLIAM BOEHM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA BUTLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LAURA CARLSON PETERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WES CHAPIN | ||||||
| DIRECTOR (THRU MAY) | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN DELONAIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK J GHERTY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH HANSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVEN J HEALY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARGARET KEATING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM J MUSEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WALTER L PERKINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TRUDY POPENHAGEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID RAINVILLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN ROSENOW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY W RUEBER | ||||||
| DIRECTOR (THRU OCTOBER) | 1.00 | X | 0 | 0 | 0 | |
| GREG WHEELOCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE W YORK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT A KOTECKI | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| DEREK CHERNE | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| ROBERT CASEY | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| CHRISTOPHER MUELLER | ||||||
| PRESIDENT | 6.00 | 18400 | 0 | 6254 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 18400 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6254 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WISCONSIN RIVER FALLS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 SOUTH THIRD STREET | AddressLine1 |
| City | RIVER FALLS | City |
| State | WI | State |
| ZIP Code | 54022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | IT & PERSONNEL SERVICES | DescriptionOfServices |
| Compensation | 540232 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 34550 | FundraisingEvents |
| All Other Contributions | 2974903 | AllOtherContributions |
| Noncash Contributions | 274400 | NoncashContributions |
| Total Contributions | 3009453 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | 111464 | $111,464 | |
| UNIVERSITY ACTIVITIES | 900099 | 66884 | 66884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 178348 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 539990 | TotalRevenueColumn |
| Exclusion | $539,990 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27162 | TotalRevenueColumn |
| Exclusion | $27,162 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5909437 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5344295 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 565142 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 565142 | TotalRevenueColumn |
| Exclusion | $565,142 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11920 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 34550 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 34103 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -22183 | TotalRevenueColumn |
| Exclusion | -$22,183 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4297912 | TotalRevenueColumn |
| Related Or Exempt Function Income | 66884 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,221,575 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636565 | Total |
| Program Services | 636565 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687922 | Total |
| Program Services | 687922 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24654 | Total |
| Management And General | 24654 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114248 | Total |
| Management And General | 114248 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21014 | Total |
| Management And General | 21014 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342513 | Total |
| Management And General | 342513 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4708 | Total |
| Management And General | 4708 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27854 | Total |
| Management And General | 27854 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28416 | Total |
| Fundraising | 28416 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107060 | Total |
| Management And General | 107060 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25598 | Total |
| Management And General | 25598 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2922 | Total |
| Fundraising | 2922 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202359 | Total |
| Management And General | 65461 | ManagementAndGeneral |
| Fundraising | 136898 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26228 | Total |
| Management And General | 26228 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2475 | Total |
| Management And General | 2475 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19267 | Total |
| Fundraising | 19267 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1158 | Total |
| Management And General | 1158 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7245 | Total |
| Management And General | 7245 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ASSESSMENT EXPENSE | Description |
| Total | 88361 | Total |
| Management And General | 88361 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2370567 | Total |
| Program Services | 1324487 | ProgramServices |
| Management And General | 858577 | ManagementAndGeneral |
| Fundraising | 187503 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 44659 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 757514 | BOY |
| EOY | 781348 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1128123 | BOY |
| EOY | 898275 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6046 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9100 | BOY |
| EOY | 13504 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 120312 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 72957 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39288 | BOY |
| EOY | 47355 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15148597 | BOY |
| EOY | 17619014 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 819525 | BOY |
| EOY | 726349 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17908193 | BOY |
| EOY | 20130504 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77933 | BOY |
| EOY | 59968 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178497 | BOY |
| EOY | 129198 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256430 | BOY |
| EOY | 189166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7429769 | BOY |
| EOY | 3728628 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1974806 | BOY |
| EOY | 8027255 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8247188 | BOY |
| EOY | 8185455 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17651763 | BOY |
| EOY | 19941338 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17908193 | BOY |
| EOY | 20130504 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1927345 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 362230 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2654812 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1946915 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3471423 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3467133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3009453 | CurrentTaxYear |
| Total | 14549736 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2654812 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1946915 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3471423 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3467133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3009453 | CurrentTaxYear |
| Total | 14549736 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2588983 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11960753 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 328731 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 374618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 363101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 491159 | CurrentTaxYearMinus1Year |
| Current Tax Year | 567152 | CurrentTaxYear |
| Total | 2124761 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 12627 | CurrentTaxYearMinus2Years |
| Total | 12627 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16687124 | TotalSupport |
| Gross Receipts From Admissions Etc | 1809538 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.71680 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73150 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10514816 | BeginningOfYearBalance |
| Contributions | 2874710 | Contributions |
| Investment Earnings Or Losses | 6418405 | InvestmentEarningsOrLosses |
| Other Expenditures | 1711712 | OtherExpenditures |
| End Of Year Balance | 18096219 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10854862 | BeginningOfYearBalance |
| Contributions | 464995 | Contributions |
| Investment Earnings Or Losses | -442547 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 199789 | GrantsOrScholarships |
| Administrative Expenses | 162705 | AdministrativeExpenses |
| End Of Year Balance | 10514816 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10741244 | BeginningOfYearBalance |
| Contributions | 967246 | Contributions |
| Investment Earnings Or Losses | 1754838 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 319013 | GrantsOrScholarships |
| Administrative Expenses | 315739 | AdministrativeExpenses |
| End Of Year Balance | 12828576 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9650354 | BeginningOfYearBalance |
| Contributions | 322484 | Contributions |
| Investment Earnings Or Losses | 1420865 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 450078 | GrantsOrScholarships |
| Administrative Expenses | 202381 | AdministrativeExpenses |
| End Of Year Balance | 10741244 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10796401 | BeginningOfYearBalance |
| Contributions | 1094030 | Contributions |
| Investment Earnings Or Losses | -1870803 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 265603 | GrantsOrScholarships |
| Administrative Expenses | 103671 | AdministrativeExpenses |
| End Of Year Balance | 9650354 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10410 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45230 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.44360 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48539 | OtherCostOrOtherBasis |
| Depreciation | 11053 | Depreciation |
| Book Value | 37486 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71773 | OtherCostOrOtherBasis |
| Depreciation | 61904 | Depreciation |
| Book Value | 9869 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 47355 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY PAYABLE | Description |
| Amount | $129,198 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 129198 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4278682 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 362230 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 362230 | RevenueNotRptdF990 |
| Revenue Subtotal | 3916452 | RevenueSubtotal |
| Investment Expenses Not Included | 107060 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 274400 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 381460 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4297912 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1989107 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1989107 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 107060 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 274400 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 381460 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2370567 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO PROMOTE UNIVERSITY ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE YEARS ENDED 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONATED HORSES 274,400. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONATED HORSES 274,400. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON GROSSNICKLE AND ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 SOUTH PARK BLVD | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FIRM PROVIDED LONG TERM STRATEGIC DEVELOPMENT CONSULTING. | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 28416 | AmountRetainedByContractor |
| Net To Organization | -28416 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 28416 | TotalRetainedByContractors |
| Total Net To Organization | -28416 | TotalNetToOrganization |
| Licensed States | KY | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | NH | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2013 RISING TO DISTINCTION EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 46470 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 34550 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11920 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 7261 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 20515 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 6327 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 46470 | GrossReceiptsTotal |
| Charitable Contributions Total | 34550 | CharitableContributionsTotal |
| Gross Revenue Total Events | 11920 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 7261 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 20515 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6327 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 34103 | DirectExpenseSummaryEvents |
| Net Income Summary | -22183 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | JOHNSON, GROSSNICKLE, AND ASSOCIATES (JGA) CONSULTS WITH THE ORGANIZATION, PROVIDING CAMPAIGN COUNSEL. A LARGE PORTION OF THIS CONSULTATION, IS TO PROVIDE THE ORGANIZATION WITH AN OUTSIDE LOOK AND COMPREHENSIVE VIEW OF CAMPAIGN PLANNING AND STRATEGY. JGA WORKS SPECIFICALLY WITH THE UWRF CAMPAIGN STEERING COMMITTEE TO ASSIST WITH THE CAMPAIGN. THE COUNSEL SERVES THE ROLE OF PROVIDING PROFESSIONAL EXPERTISE AND DOES NOT NECESSARILY PROVIDE EXECUTION OF THESE CAMPAIGNS. IN THAT RESPECT, DETERMING THE SPECIFIC AMOUNT OF GROSS RECEIPTS RETAINED BY THE ORGANIZATION DIRECTLY ALLOCATED TO THE SERVICES PROVIDED BY JGA IS UNREASONABLE. JGA WORKS WITH MANY SIMILAR ORGANIZATION ACROSS THE COUNTY TO PROVIDE CONSULATION SERVICES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN - RIVER FALLS | ||||||||||
| 410 S THIRD STREET | RIVER FALLS | WI | 54022 | 391805963 | UNIVERSITY OF WISCON | 329086 | UNIVERSITY ACTIVITIES AND EVENTS | |||
| UNIVERSITY OF WISCONSIN - RIVER FALLS | ||||||||||
| 410 S THIRD STREET | RIVER FALLS | WI | 54022 | 391805963 | UNIVERSITY OF WISCON | 10723 | ACADEMIC/ADMIN FUNDS | |||
| UNIVERSITY OF WISCONSIN - RIVER FALLS | ||||||||||
| 410 S THIRD STREET | RIVER FALLS | WI | 54022 | 391805963 | UNIVERSITY OF WISCON | 19709 | CHANCELLOR FUNDS | |||
| UNIVERSITY OF WISCONSIN - RIVER FALLS | ||||||||||
| 410 S THIRD STREET | RIVER FALLS | WI | 54022 | 391805963 | UNIVERSITY OF WISCON | THE HORSES ARE USED IN THE EQUINE PROGRAM. STUDENTS LEARN HOW TO RIDE AND CARE FOR THE HORSES. | 274400 | DONOR VALUED | HORSES AND OTHER NON CASH ASSETS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS TO ATTEND THE UNIVERSITY OF WISCONSIN - RIVER FALLS | 711 | 680922 |
| FACULTY GRANTS RECOGNIZING OUTSTANDING SERVICE TO THE UNIVERSITY OF WISCONSIN - RIVER FALLS | 10 | 6500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: EVERYONE IS REQUIRED TO ABIDE BY OUR FUND EXPENDITURE GUIDELINES AND EACH FUNDS PURPOSE STATEMENT WHEN REQUESTING ASSISTANCE FROM THE FOUNDATION. THIS IS MONITORED BY OUR ACCOUNTING DEPARTMENT. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR VALUED | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ANIMALS - HORSES | 11 | 272500 | DONOR VALUED |
| X | LAB EQUIPMENT | 1 | 1400 | DONOR VALUED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION HAS RECEIVED STOCK DONATIONS IN THE PAST AND USES UBS TO PROCESS ANY STOCK REDEMPTION DONATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | AMENDED THE BY-LAWS. THE ORGANIZATION AMENDED THEIR BYLAWS ON 05/20/2013. ARTICLE I HAS BEEN AMENDED TO STATE THE PURPOSE OF THE ORGANIZATION. ARTICLE I WAS FORMERLY PERTAINING TO THE MEETING OF THE MEMBERS. THE ARTICLE BREAKS INTO DETAIL THE 10 SPECIFIC PURPOSES OF THE ORGANIZATION. ARTICLE II HAS BEEN AMENDED TO STATE THE DUTIES, POWERS, AND COMPOSITION OF THE BOARD OF DIRECTORS. THIS AMENDED ARTICLE STATES THAT THE BOARD OF DIRECTORS SHALL CONSIST OF NOT LESS THAN 12 AND NOT MORE THAN 31 PERSONS. ARTICLE II WAS FORMERLY PERTAINING DIRECTLY TO THE MEETING OF THE BOARD OR DIRECTORS. IN THE PREVIOUS BY-LAWS, THESE PROVISIONS WERE FOUND IN ARTICLE VI. ARTICLE III INCLUDES THE GENERAL MEETING OF THE MEMBERS, THE MEETING OF THE BOARD OF DIRECTORS, AND QUORUM PROVISIONS. IT CONSOLIDATES ARTICLES I, II & IV FROM THE PREVIOUS BY-LAWS. ARTICLE IV CONSOLIDATES THE PREVIOUS ARTICLE VI & VII REGARDING THE ROLES AND COMPOSITION OF THE OFFICERS. ARTICLE V IS INCLUDED IN THE AMENDED BY-LAWS TO DESCRIBE THE DUTIES OF THE 6 COMMITTEES OF THE ORGANIZATION AND POTENTIAL AD-HOC COMMITTEES. THE 6 COMMITTEES DETAILED ARE AS FOLLOWS: 1. EXECUTIVE COMMITTEE 2. INVESTMENT COMMITTEE 3. DEVELOPMENT COMMITTEE 4. FINANCE COMMITTEE 5. AUDIT COMMITTEE 6. NOMINATING COMMITTEE THE AMENDED BYLAWS NOW INCLUDE THE FOLLOWING ARTICLES THAT WERE PREVIOUSLY NOT INCLUDED: - ARTICLE VI. FISCAL YEAR - ARTICLE VII. INDEMNIFICATION OF OFFICERS AND DIRECTORS - ARTICLE VIII. CONFLICT OF INTEREST STATEMENT - ARTICLE X. STATEMENT OF NON-DISCRIMINATION - ARTICLE XII. EXEMPT ACTIVITIES THE AMENDED BYLAWS NO LONGER INCLUDE THE FOLLOWING ARTICLES THAT WERE PREVIOUSLY INCLUDED: - ARTICLE VIII. EXECUTION OF INSTRUMENTS - ARTICLE IX. POWER OF BOARD TO BORROW MONEY |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD AUDIT COMMITTEE WILL REVIEW THE FORM 990 AND HAVE QUESTIONS ANSWERED PRIOR TO FILING. THEY WILL PROVIDE A COPY OF THE FORM 990 TO BOARD MEMBERS. BOARD MEMBERS ARE GIVEN A WEEK TO HAVE THEIR QUESTIONS ANSWERED PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER AND OFFICER ANNUALLY SIGNS A DOCUMENT DISCLOSING ANY CONFLICT OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE BOARD ANNUALLY. IF A CONFLICT OF INTEREST IS DISCLOSED BY A MEMBER, THAT MEMBER SHALL RECUSE THEMSELF FROM ANY ACTION CONCERNING THE NATURE OF THE CONFLICT, INCLUDING ABSTAINING FROM VOTING ON ANY ISSUE, SCHOLARSHIP CONSIDERATION RELATED TO THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS DISCOVERED AFTER ONE HAS NOT BEEN VOLUNTARILY DISCLOSED, THE CHAIR OF THE BOARD AND THE PRESIDENT SHALL DISCUSS THE CONFLICT WITH THE MEMBER. IF IT IS DETERMINED A CONFLICT DOES EXIST, THE MEMBER SHALL THEN RECUSE THEM SELF, AS NOTED EARLIER. IF THE MEMBER REFUSES TO RECUSE HIM OR HERSELF, THE CHAIR SHALL BRING THE MATTER TO THAT BOARD TO REMOVE THE MEMBER FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY UNIVERSITY OF WISCONSIN. THE PERCENTAGE OF COMPENSATION INVOICED IS DETERMINED BY COMPARABLE POSITIONS WITHIN THE UNIVERSITY OF WISCONSIN SYSTEM. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL INFORMATION IS PUBLISHED IN PART IN THE ALUMNI MAGAZINE - FALCON FEATURES. |
| FORM 990, PART VII | THE UNIVERSITY OF WISCONSIN INVOICES UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION FOR 16% OF SALARY AND BENEFITS FOR SERVICES TO THE FOUNDATION. CHRIS MUELLER - $22,640. |