WASHINGTON STATE UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON STATE UNIVERSITY FOUNDATION (EIN 91-1075542)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-12
- IRS object ID
- 201303469349300960
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-12T11:31:50-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WEST RIVERSIDE SUITE 700 | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 992010622 | 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 | 911075542 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WASH | NameControl |
| Phone | 5093351686 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 641927 | AddressLine1 |
| City | PULLMAN | City |
| State | WA | State |
| ZIP Code | 991641927 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GIL PICCIOTTO | Name |
| Title | ASSOCIATE VP UNIV DEVELOPMENT | Title |
| Phone | 5093351686 | Phone |
| Date Signed | 2013-12-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARLEY B RECKORD CPA | Name |
| PTIN | P00060217 | PTIN |
| Phone | 5093636300 | Phone |
| Date Prepared | 2013-12-11 | 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 | MARK HERMANSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 641927 | AddressLine1 |
| City | PULLMAN | City |
| State | WA | State |
| ZIP Code | 991641927 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 129880280 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WSUFOUNDATION.WSU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 50 | TotalNbrEmployees |
| Total Nbr Volunteers | 221 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 74238334 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 46136349 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8117790 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9006531 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9482565 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10272666 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 91838689 | TotalRevenuePriorYear |
| Total Revenue Current Year | 65415546 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 44840954 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 46515041 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4722718 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4938307 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 492516 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 489820 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6099176 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5437097 | OtherExpensePriorYear |
| Other Expenses Current Year | 4688733 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55493285 | TotalExpensesPriorYear |
| Total Expenses Current Year | 56631901 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 36345404 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8783645 | RevenuesLessExpensesCY |
| Total Assets BOY | 382442959 | TotalAssetsBOY |
| Total Assets EOY | 409129712 | TotalAssetsEOY |
| Total Liabilities BOY | 34169823 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33011230 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 348273136 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 376118482 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE FOUNDATION IS TO PROMOTE, ACCEPT, AND MAXIMIZE PRIVATE SUPPORT FOR PROGRAMS, INITIATIVES, AND PROPERTIES OF WASHINGTON STATE UNIV AND ITS REGIONAL CAMPUSES. THE FOUNDATION ALSO PRUDENTLY MANAGES, INVESTS, AND STEWARDS THE ASSETS ENTRUSTED TO IT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 24390216 | Expense |
| Grants | 24390216 | Grants |
| Description | DEPARTMENTAL SUPPORTTHE FOUNDATION DOES NOT DIRECTLY PROVIDE THE PROGRAM SERVICE. HOWEVER, CONTRIBUTIONS RECEIVED FOR THIS PURPOSE WERE DISTRIBUTED TO THE UNIVERSITY FOR USE IN ACCORDANCE WITH DONOR AGREEMENTS. THESE CONTRIBUTIONS EARMARKED FUNDS FOR GENERAL AND ADMINISTRATIVE EXPENSES OF THE UNIVERSITY. THIS GENERAL CLASS OF CONTRIBUTION NEITHER PROMOTES ANY SECTION OF THE UNIVERSITY NOR DOES IT CORRESPOND TO A SPECIFIC PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16275190 | Expense |
| Grants | 16275190 | Grants |
| Description | SCHOLARSHIPS AND FELLOWSHIPS THE FOUNDATION DOES NOT DIRECTLY AWARD SCHOLARSHIPS AND FELLOWSHIPS. HOWEVER, CONTRIBUTIONS FOR THESE PURPOSES WERE DISTRIBUTED TO THE UNIVERSITY FOR USE IN ACCORDANCE WITH DONOR AGREEMENTS. STUDENT FINANCIAL AID WAS RECEIVED FOR LOANS, GRADUATE FELLOWSHIPS, AND SCHOLARSHIPS BASED ON MERIT, NEED, AND MULTICULTURISM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2277147 | Expense |
| Grants | 2277147 | Grants |
| Description | FACILITIES OPERATION AND MAINTENANCETHE FOUNDATION DOES NOT DIRECTLY PROVIDE FACILITY AND MAINTENANCE PROGRAM SERVICES. HOWEVER, CONTRIBUTIONS RECEIVED FOR THIS PURPOSE ARE DISTRIBUTED TO THE UNIVERSITY FOR USE IN ACCORDANCE WITH DONOR AGREEMENTS. CONTRIBUTIONS WERE RECEIVED FOR THE PURCHASE AND MAINTENANCE OF BUILDINGS AND EQUIPMENT. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3572488 | Expense |
| Grants | 3572488 | Grants |
| Description | RESEARCH- 1,281,278THE FOUNDATION DOES NOT DIRECTLY PROVIDE THIS PROGRAM SERVICE. HOWEVER, CONTRIBUTIONS RECEIVED FOR THIS PURPOSE WERE DISTRIBUTED TO THE UNIVERSITY FOR DISBURSEMENT IN ACCORDANCE WITH DONOR AGREEMENTS. CONTRIBUTIONS WERE RECEIVED TO FURTHER RESEARCH PROJECTS AT THE UNIVERSITY.FACULTY AND STAFF SUPPORT- 2,291,210 THE FOUNDATION DOES NOT DIRECTLY PROVIDE INSTRUCTIONAL SUPPORT. HOWEVER, CONTRIBUTIONS RECEIVED FOR THIS PURPOSE WERE DISTRIBUTED TO THE UNIVERSITY FOR DISBURSEMENT IN ACCORDANCE WITH DONOR AGREEMENTS. INSTRUCTIONAL SUPPORT WAS LARGELY RECEIVED FOR DISTINGUISHED PROFESSORSHIPS, ENDOWED CHAIRS, AND INSTRUCTIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3572488 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 3572488 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 46515041 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | 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 | 1 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 50 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM HOLAPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5093351686 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 641927 | AddressLine1 |
| City | PULLMAN | City |
| State | WA | State |
| ZIP Code | 99164 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANGELO CRAIG | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| BRELSFORD DUANE | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| BUSTAD LEO | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| CARSON SCOTT | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| COCHRAN HAROLD | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| CREIGHTON JACK | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| EGGERT CHUCK | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| ELLINGSON RICK | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| FLOYD ELSON | |||||||
| PRESIDENT, EX-OFFICIO | 0.30 | X | 0 | 0 | 0 | ||
| GRABER BILL | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| GRANT DAVID | |||||||
| TREASURER | 0.60 | X | 0 | 0 | 0 | ||
| GRIM DOUG | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| HARMON DAN | |||||||
| CHAIR | 0.50 | X | 0 | 0 | 0 | ||
| KING JIM | |||||||
| SECRETARY | 0.60 | X | 0 | 0 | 0 | ||
| LEWIS LEE | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| MENDELSON JOE | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| MEYERS GINA | |||||||
| BOARD MEMBER | 0.60 | X | 0 | 0 | 0 | ||
| MINGE JOHN | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| PELO DONALD | |||||||
| BOARD MEMBER | 0.60 | X | 0 | 0 | 0 | ||
| PRENGUBER TOM | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| ROGERS JUDY | |||||||
| VICE PRESIDENT | 0.60 | X | 0 | 0 | 0 | ||
| ROJAS TONY | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| STEELE-HABERLY LISA | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| THOMAS DOUGLAS | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| THOMPSON LISA | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| VOILAND GENE | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| WRIGHT HOWARD | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| HERMANSON MARK | |||||||
| ASSOCIATE VP | 40.00 | 155590 | 0 | 25575 | X | ||
| CONNELL MICHAEL | |||||||
| ASSOCIATE VP | 40.00 | 137033 | 0 | 20573 | X | ||
| HARVEY KEVIN | |||||||
| ASSOCIATE VP | 40.00 | 146746 | 0 | 18519 | X | ||
| PICCIOTTO GIL | |||||||
| ASSOCIATE VP | 40.00 | 131418 | 0 | 19969 | X | ||
| HARRELSON CHERYL | |||||||
| ASSOCIATE VP | 40.00 | 121516 | 0 | 19200 | X | ||
| DURHAM TREVOR | |||||||
| ASSOCIATE VP | 40.00 | 106185 | 0 | 17839 | X | ||
| MORGAN SHARON | |||||||
| ASSOCIATE VP | 40.00 | 100883 | 0 | 17898 | X | ||
| ZAVALA JUAN | |||||||
| ASSOCIATE VP | 40.00 | 99068 | 0 | 17248 | X | ||
| OGDEN GAYLE | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | 108776 | 0 | 20810 | X | ||
| MILES VICTORIA | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | 102056 | 0 | 17550 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1209271 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 195181 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RUFFALCODY | |||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 52406 | FUNDRAISING | 384377 |
| MERCER | |||||
| 701 MARKET STREET SUITE 100 | SAINT LOUIS | MO | 63101 | INVESTMENT MGT | 364632 |
| LIONFISH | |||||
| 11010 NORTHRUP WAY | BELLEVUE | WA | 98004 | MARKETING | 119335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 46136349 | AllOtherContributions |
| Noncash Contributions | 2651349 | NoncashContributions |
| Total Contributions | 46136349 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3131946 | TotalRevenueColumn |
| Exclusion | $3,131,946 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70339319 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 64464734 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5874585 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5874585 | TotalRevenueColumn |
| Exclusion | $5,874,585 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| SUPPORT FROM WSU | 900099 | 5073411 | $5,073,411 |
| ADVANCEMENT FEES | 900099 | 4550366 | $4,550,366 |
| OTHER ENDOWMENT INCOME | 900099 | 648889 | $648,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10272666 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65415546 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $19,279,197 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46227250 | Total |
| Program Services | 46227250 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287791 | Total |
| Program Services | 287791 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1319570 | Total |
| Management And General | 181103 | ManagementAndGeneral |
| Fundraising | 1138467 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2577158 | Total |
| Management And General | 1506145 | ManagementAndGeneral |
| Fundraising | 1071013 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269162 | Total |
| Management And General | 116545 | ManagementAndGeneral |
| Fundraising | 152617 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479596 | Total |
| Management And General | 207661 | ManagementAndGeneral |
| Fundraising | 271935 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292821 | Total |
| Management And General | 126789 | ManagementAndGeneral |
| Fundraising | 166032 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68223 | Total |
| Fundraising | 68223 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21999 | Total |
| Management And General | 21999 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489820 | Total |
| Fundraising | 489820 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070010 | Total |
| Management And General | 1070010 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14446 | Total |
| Management And General | 14446 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431941 | Total |
| Management And General | 58721 | ManagementAndGeneral |
| Fundraising | 373220 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166404 | Total |
| Management And General | 166404 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353473 | Total |
| Management And General | 353473 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305020 | Total |
| Management And General | 27697 | ManagementAndGeneral |
| Fundraising | 277323 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305550 | Total |
| Fundraising | 305550 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129319 | Total |
| Management And General | 129319 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSTITUENCY SUPPORT | 1500170 | 1500170 | |
| UNCOLLECTIBLE ACCTS EXP | 179889 | 179889 | |
| CULTIVATION | 99130 | 99130 | |
| OTHER FEES FOR SERVICES | 30457 | 30457 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12702 | Total |
| Management And General | 6915 | ManagementAndGeneral |
| Fundraising | 5787 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56631901 | Total |
| Program Services | 46515041 | ProgramServices |
| Management And General | 4017684 | ManagementAndGeneral |
| Fundraising | 6099176 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 740 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422516 | BOY |
| EOY | 368966 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47527159 | BOY |
| EOY | 44741690 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7431 | BOY |
| EOY | 5876 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239718 | BOY |
| EOY | 561540 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21539 | BOY |
| EOY | 11066 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3843145 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1098898 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2612766 | BOY |
| EOY | 2744247 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281759973 | BOY |
| EOY | 310398881 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49851117 | BOY |
| EOY | 50296946 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382442959 | BOY |
| EOY | 409129712 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361893 | BOY |
| EOY | 505786 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18223866 | BOY |
| EOY | 19110839 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15584064 | BOY |
| EOY | 13394605 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34169823 | BOY |
| EOY | 33011230 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1840216 | BOY |
| EOY | 2431623 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26451926 | BOY |
| EOY | 37620434 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319980994 | BOY |
| EOY | 336066425 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348273136 | BOY |
| EOY | 376118482 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382442959 | BOY |
| EOY | 409129712 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8783645 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 20606183 | ReconciliationUnrealizedInvest |
| Reconcilation Invest Expenses | 1070010 | ReconcilationInvestExpenses |
| Reconcilation Other Changes | -2614492 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Both | X | FinancialStatementBoth |
| 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 | 40986054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29135326 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41063976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74238334 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46136349 | CurrentTaxYear |
| Total | 231560039 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40986054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29135326 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41063976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74238334 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46136349 | CurrentTaxYear |
| Total | 231560039 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 231560039 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2701297 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2054936 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2414231 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1830725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3131946 | CurrentTaxYear |
| Total | 12133135 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14711112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11035407 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10687309 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9482565 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10272666 | CurrentTaxYear |
| Total | 56189059 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 299882233 | TotalSupport |
| Public Support Pertcentage170 | 0.77220 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76490 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: OTHER INCOME AS A PERCENTAGE OF REVENUES IS COMPRISED OF: ADVANCEMENT FEE AT 5.5%, SUPPORT FROM WASHINGTON STATE UNIVERSITY AT 7.8% AND MISCELLANEOUS INCOME AT 0.8%. | GeneralExplanation |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $440 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 440 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | FUNDS GIVEN TO WASHINGTON STATE UNIVERSITY FOR LOBBYING ACTIVITIES AIMED AT GARNISHING CONTINUED STATE SUPPORT AT LEVELS THAT WOULD ALLOW THE UNIVERSITY TO ACHIEVE ITS OBJECTIVE. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 0 | BeginningBalance |
| Additions During Year | 268806 | AdditionsDuringYear |
| Distributions During Year | -268806 | DistributionsDuringYear |
| Ending Balance | 0 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 281759973 | BeginningOfYearBalance |
| Contributions | 16769446 | Contributions |
| Investment Earnings Or Losses | 27697306 | InvestmentEarningsOrLosses |
| Other Expenditures | 15827844 | OtherExpenditures |
| End Of Year Balance | 310398881 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 286713591 | BeginningOfYearBalance |
| Contributions | 10752446 | Contributions |
| Investment Earnings Or Losses | -905678 | InvestmentEarningsOrLosses |
| Other Expenditures | 14800384 | OtherExpenditures |
| End Of Year Balance | 281759973 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 240488543 | BeginningOfYearBalance |
| Contributions | 15666683 | Contributions |
| Investment Earnings Or Losses | 46139108 | InvestmentEarningsOrLosses |
| Other Expenditures | 15580743 | OtherExpenditures |
| End Of Year Balance | 286713591 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 223015063 | BeginningOfYearBalance |
| Contributions | 13682136 | Contributions |
| Investment Earnings Or Losses | 19844572 | InvestmentEarningsOrLosses |
| Other Expenditures | 16053228 | OtherExpenditures |
| End Of Year Balance | 240488543 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 285355432 | BeginningOfYearBalance |
| Contributions | 15217814 | Contributions |
| Investment Earnings Or Losses | -59612049 | InvestmentEarningsOrLosses |
| Other Expenditures | 17946134 | OtherExpenditures |
| End Of Year Balance | 223015063 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2363250 | InvestmentCostOrOtherBasis |
| Book Value | 2363250 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34868 | OtherCostOrOtherBasis |
| Depreciation | 15952 | Depreciation |
| Book Value | 18916 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 375157 | OtherCostOrOtherBasis |
| Depreciation | 356597 | Depreciation |
| Book Value | 18560 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1069870 | OtherCostOrOtherBasis |
| Depreciation | 726349 | Depreciation |
| Book Value | 343521 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2744247 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INT IN PERPETUAL TRUST | 11252319 |
| CONTRIBUTIONS RECV FROM TRUST | 6218400 |
| DUE FROM WASHINGTON STATE UNIVERSITY | 2195908 |
| TRUST ASSETS | 30630319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 50296946 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REMAINDER INTEREST PAYABLE | $12,378,335 |
| ANNUITIES PAYABLE | $1,016,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13394605 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 83408090 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 20606183 | NetUnrealizedGainsInvestments |
| Other Revenues | -2613639 | OtherRevenues |
| Revenue Not Rptd F990 | 17992544 | RevenueNotRptdF990 |
| Revenue Subtotal | 65415546 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 65415546 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 55562127 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 236 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 236 | ExpensesNotRptdF990 |
| Expenses Subtotal | 55561891 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1070010 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1070010 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 56631901 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | -DONATIONS RECEIVED ON BEHALF OF RUCKELSHAUS CENTER FOUNDATION - THESE ARE NOT RECOGNIZED ON THE FOUNDATION'S FINANCIAL STATEMENTS. - ASSETS HELD FOR OTHER ORGANIZATIONS - THESE CONSIST OF FUNDS THE FOUNDATION IS HOLDING FOR UNIVERSITY RELATED ENTITIES AND ACTIVITIES. THE FOUNDATION ESTABLISHES THESE PROJECT FUNDS AS A SERVICE TO THE UNIVERSITY AND ITS COMMUNITY. THE VARIOUS ORGANIZATIONS CAN REQUEST DISTRIBUTION OF THEIR FUNDS AT ANY TIME. - ASSETS HELD IN ENDOWMENTS FOR WASHINGTON STATE UNIVERSITY - THESE RESULT FROM COLLEGES AND DEPARTMENTS INVESTING EXPENDABLE GIFTS TOTALING $100,000 OR MORE WITHIN THE FOUNDATION'S CONSOLIDATED ENDOWMENT. THEY MAY WITHDRAW FUNDS IN FULL OR IN $50,000 INCREMENTS UPON SIX MONTHS NOTICE. THE ASSETS HELD FOR OTHERS AND WSU ARE REPORTED AS A LIABILITY. | |
| PART V, LINE 4: | THE FUNDS, OR INCOME FROM THE FUNDS, ARE DISTRIBUTED TO THE UNIVERSITY IN KEEPING WITH THE MISSION OF THE FOUNDATION TO SUPPORT PROGRAMS SUCH AS UNDERGRADUATE SCHOLARSHIPS, GRADUATE FELLOWSHIPS, DISTINGUISHED PROFESSORSHIPS, CHAIRS, RESEARCH, LIBRARIES, OPERATIONAL SUPPORT AND FACILITIES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FASB GUIDANCE ON THIS SUBJECT. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| TRUST, SPLIT INTEREST AGREEMENTS AND COUGAR PROPERTY HOLDINGS -2,613,639. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| COUGAR PROPERTY HOLDINGS (CPH) 236. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING ACTIVITIES | N/A | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING ACTIVITIES | N/A | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | FUNDRAISING ACTIVITIES | N/A | |
| NORTH AMERICA- CANADA AND MEXICO | 0 | 0 | FUNDRAISING ACTIVITIES | N/A | |
| SUB-SAHARAN AFRICA | 0 | 0 | FUNDRAISING ACTIVITIES | N/A | |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, | 0 | 0 | FUNDRAISING ACTIVITIES | N/A | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENT | INVESTMENT AT BOOK VALUE | 15000000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 15000000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 15000000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | RESEARCH PROJECT FUNDING | 184791 | WIRE TRANSFER | CASH VALUE |
| SUB-SAHARAN AFRICA | RABIES RESEARCH PROJECT FUNDING | 100000 | WIRE TRANSFER | CASH VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INVESTMENTS & EXPENDITURES PER REGION | PART I, LINE 3F: | THE DIVERSIFIED ENDOWMENT PORTFOLIO INCLUDES INVESTMENTS WITH A COMPANY LEGALLY DOMICILED IN THE UNITED KINGDOM. THE INVESTMENTS ARE RECORDED AT BOOK VALUE - $15,000,000 |
| ADDITIONAL SUPPLEMENTAL INFORMATION | PARTS 1 & II, LINE 1: | THE FOUNDATION DID NOT MAKE ANY GRANTS TO ENTITIES OUTSIDE OF THE UNITED STATES. HOWEVER, SOME OF THE REVENUES GIVEN TO WASHINGTON STATE UNIVERSITY WERE USED TO FUND OVERSEAS PROJECTS. |
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 |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| RUFFALOCODY | ||||||||
| PO BOX 3018 | CEDAR RAPID | IA | 52406 | SOLICITATION | 0 | 1004218 | 468000 | 536218 |
| MARTS & LUNDY INC | ||||||||
| 1200 W WALL ST | LYNDHURST | NJ | 07071 | ADVISORS | 0 | 0 | 13320 | -13320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1004218 | TotalGrossReceipts |
| Total Retained By Contractors | 481320 | TotalRetainedByContractors |
| Total Net To Organization | 522898 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | NJ | LicensedStates |
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 | PER THE AGREEMENTS WITH THE FUNDRAISERS NOTED BELOW, THE FOUNDATION PAID BOTH FEES FOR SERVICES AND EXPENSES. THE PAYMENTS WERE MADE AFTER THE FOUNDATION SUBMITTED ITEMIZED INVOICES. THE EXPENSES FOR THE FISCAL YEAR WERE AS FOLLOWS: RUFFALOCODY: $468,000 MARTS & LUNDY: $13,320 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NE WILSON ROAD | AddressLine1 |
| City | PULLMAN | City |
| State | WA | State |
| ZIP Code | 99164 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 916001108 | EINOfRecipient |
| Amount Of Cash Grant | 43575901 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 2651349 | AmountOfNonCashAssistance |
| Method Of Valuation | COST, FMV, & APPRAISALS | MethodOfValuation |
| Description Of Non Cash Assistance | SEE PART IV | DescriptionOfNonCashAssistance |
| Purpose Of Grant | FULLFILL MISSION OF THE FOUNDATION | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
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: DISTRIBUTIONS TO WSU ARE USED IN ACCORDANCE WITH THE CONTRACT OR GIFT USE AGREEMENT BETWEEN THE FOUNDATION AND THE DONOR. BOTH WSU AND THE FOUNDATION RETAIN A COPY OF THE CONTRACT. GIFTS THAT DO NOT REQUIRE A FORMAL CONTRACT WITH THE DONOR ARE DEPOSITED, BY THE FOUNDATION, TO THE WSU PROGRAM ACCOUNT SPECIFIED BY THE DONOR. THE FOUNDATION ACCESSES WSU'S ACCOUNTING SYSTEM TO PROCESS AND REVIEW DISTRIBUTIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HERMANSON MARK | ||||||||||||||
| ASSOCIATE VP | 155590 | 0 | 0 | 0 | 0 | 0 | 15675 | 0 | 9900 | 0 | 181165 | 0 | 0 | 0 |
| CONNELL MICHAEL | ||||||||||||||
| ASSOCIATE VP | 137033 | 0 | 0 | 0 | 0 | 0 | 10673 | 0 | 9900 | 0 | 157606 | 0 | 0 | 0 |
| HARVEY KEVIN | ||||||||||||||
| ASSOCIATE VP | 146746 | 0 | 0 | 0 | 0 | 0 | 9419 | 0 | 9100 | 0 | 165265 | 0 | 0 | 0 |
| PICCIOTTO GIL | ||||||||||||||
| ASSOCIATE VP | 131418 | 0 | 0 | 0 | 0 | 0 | 10069 | 0 | 9900 | 0 | 151387 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | REFER TO SCHEDULE O, PART VI, LINE 15A COMPENSATION REVIEW | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | K DUANE BRELSFORD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 279057 | AmountOfTransaction |
| Description Of Transaction | SEE PART V | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, COLUMN D: | Identifier |
| Return Reference | DESCRIPTION OF TRANSACTION | ReturnReference |
| Explanation | LEASE OF OFFICE SPACE | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 36 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 113546 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 13873 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 18068 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1180 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 71 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1163861 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 225750 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2135 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 137 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 49275 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Taxidermy Taxidermy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 545 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9271 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ANIMAL & FEED | 43 | 48806 | SEE PART II |
| X | EQUIPMENT | 13 | 287043 | FMV |
| X | MISCELLANEOUS | 219 | 217429 | FMV |
| X | PROMISSORY NOTE | 1 | 500567 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | NONCASH GIFTS, OTHER THAN STOCK, ARE GENERALLY GIVEN TO THE UNIVERSITY. STOCK GIFTS ARE SOLD BY BROKERAGE FIRMS AND THE PROCEEDS ARE FORWARDED TO THE FOUNDATION. METHOD OF DETERMINING REVENUES - LIVE ANIMALS: A MINIMAL VALUE OF $1.00 IS ASSIGNED TO ANIMALS WHO FAILED/DID NOT HAVE A MEDICAL EXAM AND THOSE OF ADVANCED AGE. THE FAIR MARKET VALUE IS USED FOR ALL OTHER ANIMALS. THE RELATED FEED IS VALUED AT COST. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 6: | PART-TIME VOLUNTEER SERVICES ARE PROVIDED BY THE BOARD OF GOVERNORS AND MEMBERS OF THE FOLLOWING COMMITTEES: AUDIT, EXECUTIVE, INVESTMENT, GIFT ACCEPTANCE AND MANAGMENT, FINANCE, NOMINATING, ATHLETICS ADVISORY COUNCIL, CORPORATE & FOUNDATION RELATIONS, SCHOLARSHIPS, RECOGNITION, COUGAR PARENT ADVISORY BOARD, RECENT GRADUATE PRESIDENT'S COMMITTEE, COUGAR COLLEAGUES, AND PRESIDENT'S ASSOCIATE & ANNUAL GIVING. | |
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE MISSION OF THE FOUNDATION IS TO PROMOTE, ACCEPT, AND MAXIMIZE PRIVATE SUPPORT FOR PROGRAMS, INITIATIVES, AND PROPERTIES OF WASHINGTON STATE UNIVERSITY (WSU) AND ITS REGIONAL CAMPUSES. THE FOUNDATION ALSO PRUDENTLY MANAGES, INVESTS, AND STEWARDS THE ASSETS ENTRUSTED IT. | |
| FORM 990, PART I, LINE 5 AND FORM 990, PART V LINE 2B: | WASHINGTON STATE UNIVERSITY PROCESSES THE PAYROLL AND FILES ALL PAYROLL RELATED RETURNS FOR THE FOUNDATION. | |
| FORM 990, PART VI, SECTION A, LINE 6 | COMPOSITION: THE MEMBERS OF THE FOUNDATION ("MEMBERS") SHALL CONSIST OF INDIVIDUALS WHO ARE DESIGNATED AS MEMBERS BY THE RIGHT (I.E., WITHOUT THE NEED FOR FURTHER ACTION TO BE TAKEN) OR EX OFFICIO (I.E., BY VIRTUE OF OFFICE), AND THOSE INDIVIDUALS ELECTED TO THE BOARD OF TRUSTEES OF THE WSU FOUNDATION. THE BOARD OF TRUSTEES SHALL HAVE NO FIDUCIARY RESPONSIBILITY FOR THE GENERAL BUSINESS AND AFFAIRS OF THE FOUNDATION AND IS NOT THE GOVERNING BOARD. RIGHTS OF THE MEMBERS: TO AMEND, LATER MODIFY, REPEAL OR RESTATE THE ARTICLES OF INCORPORATION AND/OR BYLAWS OF THE WSU FOUNDATION; TO MODIFY THE BUSINESS STRUCTURE OF THE FOUNDATION; TO SELL, LEASE OR DISPOSE OF PROPERTY; TO DISSOLVE AND WIND-UP THE BUSINESS AND AFFAIRS OF THE WSU FOUNDATION; AND ELECT MEMBERS AND GOVERNORS OF THE FOUNDATION. MEMBER ELECTION FOR ADDITIONAL MEMBERS (PART VI, LINE 7A) AND GOVERNING BODY DECISIONS (PART VI, LINE 7B) REFER TO "RIGHTS OF THE MEMBERS" ABOVE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBER ELECTION FOR ADDITIONAL MEMBERS (PART VI, LINE 7A), REFER TO "RIGHTS OF THE MEMBERS" ABOVE. | |
| FORM 990, PART VI, SECTION A, LINE 7B | GOVERNING BODY DECISIONS (PART VI, LINE 7B), REFER TO "RIGHTS OF THE MEMBERS" ABOVE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEW OF THE FORM 990 PRIOR TO SUBMISSION TO THE IRS - THE FORM 990, WITH ALL REQUIRED SCHEDULES, IS REVIEWED BY THE WSU FOUNDATION'S INDEPENDENT AUDIT COMMITTEE FOR PRESENTATION TO THE WSU FOUNDATION BOARD OF DIRECTORS, WHICH INCLUDES THE KEY OFFICERS OF THE CORPORATION. THE FORM 990 IS THEN REVIEWED AND ACCEPTED BY ALL VOTING MEMBERS OF THE BOARD IN ACCORDANCE WITH THE REVISED CODE OF WA SECTION 19.09.500 WHICH REQUIRES THE BOARD TO ENSURE THAT THE FINANCIAL INFORMATION INCLUDING ALL FILING TO THE SECRETARY OF STATE'S OFFICE REPRESENTS, IN ALL MATERIAL RESPECTS, THE FINANCIAL CONDITION AND RESULTS OF OPERATIONS OF THE ORGANIZATION. THE FORM 990 WITH SCHEDULES IS SENT TO EACH BOARD MEMBER PRIOR TO THEIR ACCEPTANCE OF THE DOCUMENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AFTER THE FALL MEETING OF THE FOUNDATION, THE BOARD OF DIRECTORS, ALL OFFICERS, AND ALL OTHER MEMBERS OF THE WSU FOUNDATION STANDING COMMITTEES ARE PROVIDED A COPY OF THE WSU FOUNDATION CONFLICTS OF INTEREST POLICY ALONG WITH A QUESTIONNAIRE AND CERTIFICATION STATEMENT. THE POLICY IS DESIGNED TO HELP FIDUCIARIES OF THE WSU FOUNDATION IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND TO EMPHASIZE THE IMPORTANCE OF ADHERING TO HIGH STANDARDS OF RESPONSIBILITY, ACCOUNTABILITY, AND PUBLIC SCRUTINY. THE POLICY CONTAINS AN ACTIVE LIST OF CURRENT AND ANTICIPATED VENDORS ENGAGED BY WSU FOUNDATION. IT DESCRIBES WHAT A CONFLICT OF INTEREST IS AND THE PROCESS NECESSARY IF ONE IS IDENTIFIED. UNDER THE POLICY, EACH BOARD MEMBER, OFFICER, AND STANDING COMMITTEE MEMBER MUST FILE THE ANNUAL CERTIFICATION STATEMENT, AT OR IMMEDIATELY FOLLOWING THE ANNUAL MEETING OF THE WSU FOUNDATION. THIS STATEMENT MUST SET FORTH ANY CONFLICTS OF INTEREST THAT MIGHT BE EXPECTED TO OCCUR WITHIN THE COMING YEAR. THE STATEMENT SHALL DISCLOSE AS FULLY AS POSSIBLE THE NATURE OF THE POTENTIAL CONFLICTS AND THE NATURE OF THE INDIVIDUALS' (OR THEIR FAMILY MEMBERS') INTEREST IN THE POTENTIAL TRANSACTIONS. ALL STATEMENTS THAT ANTICIPATE CONFLICTS OF INTEREST ARE THEN CIRCULATED TO THE FULL BOARD. IN THE INTERIM, IF ANY GOVERNOR OR COMMITTEE MEMBER OR MEMBER OF HIS/HER FAMILY HAS OR IS ABOUT TO ASSUME AN INTEREST OR OTHER RELATIONSHIP WHICH MIGHT RESULT IN A CONFLICT OF INTEREST, IT IS THE GOVERNOR'S OR COMMITTEE MEMBER'S RESPONSIBILITY TO IMMEDIATELY DISCLOSE ALL MATERIAL FACTS TO THE CHAIR OF THE BOARD OF GOVERNORS OR THE CHAIR OF THE AUDIT COMMITTEE, THIS CONFLICT OF INTEREST PROCESS IS MANAGED BY THE INTERNAL WSU FOUNDATION BOARD RELATIONS TEAM WHICH TRACKS AND MONITORS SUBMISSION OF THE ANNUAL CERTIFICATION STATEMENTS AND PROCESSES INSTANCES WHERE A CONFLICT IS IDENTIFIED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | BACKGROUND: THE WSU FOUNDATION UTILIZES AN INTERNAL COMPENSATION TASK FORCE TO SET, MONITOR, AND RECOMMEND INCREASES TO EMPLOYEE COMPENSATION. THE TASK FORCE'S ROLE IS TO CONDUCT COMPREHENSIVE RESEARCH ON CURRENT MARKET SALARIES FOR ALL DEVELOPMENT PERSONNEL BACK OFFICE TO FRONT LINE FUNDRAISING. THIS EFFORT IS COMPLEMENTARY TO THE EMPLOYEE EVALUATION SYSTEM WHICH IS DESIGNED TO TIE SALARY INCREASES TO CLEARLY ARTICULATED DEVELOPMENT PERFORMANCE BENCHMARKS AND TAKE INTO ACCOUNT BOTH MERIT AND MARKET SALARY. METHODOLOGY: DEVELOPMENT IS A DISTINCT CAREER FIELD AND THERE EXIST MANY SOURCES OF INFORMATION ON SALARY TRENDS, CURRENT SALARIES, AND HISTORICAL DATA. IN PARTICULAR, THE TASK FORCE RELIES ON THE FOLLOWING SOURCES: 1. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION (CASE) ADVANCEMENT COMPENSATION SURVEY 2. THE CHRONICLE OF PHILANTHROPY MEDIAN SALARIES OF COLLEGE FUND-RAISING OFFICIALS 3. ASSOCIATION OF FUNDRAISING PROFESSIONALS COMPENSATION & BENEFITS SURVEY 4. UNIVERSITY OF WASHINGTON OFFICE OF DEVELOPMENT AND ALUMNI RELATIONS COMPLETE, CURRENT SALARY DATA 5. PUBLISHED SALARY DATA FROM IRS FORM 990S FOR THE FOLLOWING INSTITUTIONS: A. TEXAS A&M FOUNDATION B. UNIVERSITY OF WISCONSIN FOUNDATION C. KANSAS STATE UNIVERSITY FOUNDATION D. UNIVERSITY OF GEORGIA FOUNDATION E. OKLAHOMA STATE UNIVERSITY FOUNDATION F. MISSISSIPPI STATE UNIVERSITY FOUNDATION G. IOWA STATE UNIVERSITY FOUNDATION H. COLORADO STATE UNIVERSITY FOUNDATION I. UNIVERSITY OF MINNESOTA FOUNDATION J. LOUISIANA STATE UNIVERSITY FOUNDATION THE TASK FORCE ALSO REVIEWS THE CURRENT DEVELOPMENT STRUCTURE AND DIVIDES DEVELOPMENT POSITIONS BASED ON THE FOLLOWING FACTORS: 1. SIZE OF THE COLLEGE/UNIT 2. FUNDRAISING GOALS 3. NUMBER OF DEVELOPMENT PERSONNEL ASSIGNED 4. NUMBER OF PROSPECTS & POTENTIAL FUNDRAISING GOALS 5. LEVEL OF MANAGEMENT RESPONSIBILITY 6. EXPERIENCE LEVELS, LENGTH OF SERVICE, SPECIAL EXPERIENCE OR TRAINING/CERTIFICATIONS, AND JOB RESPONSIBILITIES. UTILIZING THE ABOVE CRITERIA AND INFORMATION, THE WSU FOUNDATION COMPENSATION MATRIX IS UPDATED ANNUALLY. THE TASK FORCE OVERLAYS CURRENT SALARIES OF EMPLOYEES WITH THE MATRIX AND MAKES RECOMMENDATION FOR MARKET ADJUSTMENTS TO SALARIES AFTER DETERMINATION OF MERIT BASED INCREASES. THE COMPENSATION MATRIX IS USED IN THE HIRING OF NEW EMPLOYEES TO SET APPROPRIATE SALARIES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE - HTTP://WSUFOUNDATION.WSU.EDU/ AND BY REQUEST. | |
| FORM 990, PART XI, LINE 9: | TRUST, SPLIT INTEREST AGREEMENT, & COUGAR PROPERTY HOLDINGS -2,614,492. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT PROCESS AND METHOD FOR SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| COUGAR PROPERTY HOLDINGS | ||||||||||
| PO BOX 641927 | PULLMAN | WA | 991631927 | 912031421 | HOLDS AND MANAGES ASSETS WSU&FND | WA | 501 (C) (3) | I | N/A | 0 |
| RUCKELSHAUS CENTER | ||||||||||
| 215 HULBERT HALL | PULLMAN | WA | 991641962 | 204490085 | COLLABORTIVE PROBLEM SOLVING | WA | 501 (C) (3) | I | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (54) | |||
| TRUST | WA | T | 0 |
| CHARITABLE REMAINDER AT (6) | |||
| TRUST | WA | T | 0 |
| CHARITABLE LEAD TRUST (2) | |||
| TRUST | WA | T | 0 |
| CHARITABLE REMAINDER UT (1) | |||
| TRUST | FL | T | 0 |
| CHARITABLE REMAINDER UT (2) | |||
| TRUST | OR | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| RUCKELSHAUS CENTER | ||
| R | 268806 | CASH |
| CHARITABLE REMAINDER UNITRUST (2) | ||
| S | 280990 | CASH |