2013-05-15T09:44:09-05:00 2012-06-30 341877117 CBIZ MHM LLC 220 W DOUGLAS SUITE 300 WICHITA KS 67202 990 2011-07-01 486121167 WICHITA STATE UNIVERSITY FOUNDATION WICH 3169783040 1845 FAIRMOUNT CAMPUS BOX 2 WICHITA KS 672600002 ELIZABETH KING 3169783040 2013-05-13 1 PAMELA J PEPPARD CPAPFS P00595196 3162655600 2011 2016-02-24 21:20:13Z ELIZABETH KING 1845 FAIRMOUNT WICHITA KS 672600002 104335722 0 X WWW.WICHITA.EDU/FOUNDATION X 1965 KS FUNDRAISING FOR WSU AND MANAGING THE CONTRIBUTIONS, INVESTMENTS AND DISTRIBUTING SUPPORT TO WSU. 17 17 75 20 -16116 -16116 9085045 10498001 0 0 9531553 11178793 3555076 3196950 22171674 24873744 3865689 4129678 0 0 2649369 2737746 0 0 1855679 10762969 8289129 17278027 15156553 4893647 9717191 234553930 226471763 16198198 15904379 218355732 210567384 X THE WICHITA STATE UNIVERSITY FOUNDATION, AS THE PRIVATE FUND RAISING ORGANIZATION OF THE UNIVERSITY, SEEKS TO ADVANCE THE MISSION OF THE UNIVERSITY BY INDENTIFYING, CULTIVATING AND SOLICITING PRIVATE SUPPORT FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS. - CONT. ON SCHEDULE OPRIVATE CONTRIBUTIONS ARE NECESSARY TO SUPPORT THE PROGRAMS AND VISION OF THE UNIVERSITY. ITS PRIVATE STATUS ENSURES THE DONOR'S RIGHT OF ANONYMITY AND ITS ABILITY TO SUPPORT THE UNIVERSITY'S MISSION. THE FOUNDATION FURTHER SEEKS TO BUILD AND FOSTER RELATIONSHIPS WITH INTERNAL AND EXTERNAL CONSTITUENCIES, WHICH MUTUALLY BENEFIT THE UNIVERSITY, THE WICHITA COMMUNITY, AND THE STATE OF KANSAS. 0 0 4129678 4129678 THE FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS FOR USE IN ATTENDING THE WICHITA STATE UNIVERSITY IN ACCORDANCE WITH PROVISIONS ESTABLISHED BY THE DONOR 7478676 PROFESSORSHIPS AND GRANTS ARE AWARDED TO FACULTY MEMBERS OR COLLEGES IN THE UNIVERSITY IN ACCORDANCE WITH DONOR RESTRICTIONS FOR EDUCATIONAL ENDEAVORS 11608354 1 1 0 0 0 0 1 1 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 125 0 1 75 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X SKIP SWEARINGEN 3169783816 1845 FAIRMOUNT WICHITA KS 672600002 DEBORAH G HAYNES 1.00 X 0 0 0 BILL ARD 1.00 X 0 0 0 EDMUND D PACK JR 1.00 X 0 0 0 CRAIG W BARTON 1.00 X X 0 0 0 BRIAN A HEINRICHS 1.00 X 0 0 0 BARRY L SCHWAN 1.00 X 0 0 0 BILL MOORE 1.00 X X 0 0 0 JOHN R MORSE 1.00 X X 0 0 0 MARILYN B PAULY 1.00 X X 0 0 0 PAUL S ALLEN 1.00 X 0 0 0 JULIE-ELLEN ACOSTA 1.00 X 0 0 0 TIM BUCKLEY 1.00 X 0 0 0 KELLY CALLEN 1.00 X 0 0 0 CURT GRIDLEY 1.00 X 0 0 0 DALE MALTBIE 1.00 X X 0 0 0 DAN PEARE 1.00 X 0 0 0 NANCY MARTIN 1.00 X 0 0 0 ELIZABETH H KING 60.00 X 206759 0 24977 TERRE JOHNSON 50.00 X 104426 0 16171 MICHAEL LAMB 45.00 X 105762 0 17746 PATSY J SELBY 45.00 X 115944 0 19121 532891 0 78015 4 0 1 0 MARTIN K EBY CONSTRUCTION 610 N MAIN WICHITA KS 67201 CONSTRUCTION 1203003 SODEXO INC CAMPUS BOX 37 WICHITA KS 67260 FOOD SERVICE 295060 BAUER & SON CONSTRUCTION 415 S ZELTA WICHITA KS 67207 CONSTRUCTION 254079 RUSSELL-MARTI CONSERVATION SVC 60128 GOOSEBERRY HOLLOW RD CALIFORNIA MO 65018 ART CONSERVATION 214030 PREFERRED HEALTH SYSTEMS - HMO PO BOX 47066 WICHITA KS 67201 EMPLOYEE HEALTH INSURANCE 206505 5 10498001 796762 10498001 3859645 3859645 86781126 79461978 7319148 7319148 7319148 OTHER INCOME 611710 3196950 3213066 -16116 3196950 24873744 3213066 -16116 11178793 4129678 4129678 627786 75901 270896 280989 1555058 648488 906570 396860 165498 231362 158042 5495 63615 88932 12274 12274 UNIVERSITY SUPPORT 7701193 6838259 515108 347826 PROFESSIONAL FEES 583788 554873 28915 GENERAL & ADMIN 94600 94600 CHANGE OF SPLIT INTERES -102726 -102726 15156553 11608354 1692520 1855679 7841893 11556857 6377689 6988746 50076 48296 1396362 615361 793275 781001 155202863 108131163 45782105 79895031 18506029 19070669 234553930 226471763 16198198 15904379 16198198 15904379 X 7704175 6666833 67685199 58359998 142966358 145540553 218355732 210567384 234553930 226471763 X 9717191 -17505539 X 0 1 1 X 0 X 21381084 18804145 21597976 9085045 10498001 81366251 21381084 18804145 21597976 9085045 10498001 81366251 81366251 3825628 2564074 3439014 4434578 3859645 18122939 99489190 11674954 0.81780 0.83450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 157.00 1 0 93595 15363235 X X X 0 211101557 10160872 -6117903 4129678 6664297 204350551 184068237 8698984 30971944 3865689 8771919 211101557 159463386 19528298 16247891 3608424 7562914 184068237 182371506 18331155 -29155908 3412077 8671290 159463386 0.00220 0.71220 0.28560 0 0 597175 597175 799187 615361 183826 781001 28136393 F FOREIGN BONDS 5902768 F SAVINGS BONDS 41995 F MORTGAGE-BACKED SECURITIES 16572083 F REPURCHASE AGREEMENTS 6781006 F VENTURE CAPITAL 13907882 F COMMODITY 8552904 F 79895031 ART COLLECTION 15363235 OTHER ASSETS 52054 CSV - LIFE INSURANCE 3655380 19070669 24873744 15156553 9717191 -17505539 -17505539 -7788348 7368205 -17505539 -17505539 24873744 0 24873744 15156553 0 15156553 0 15156553 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: NO IMPACT DURING CURRENT FISCAL YEAR. THE CONSERVATION EASEMENT IS ACTUALLY WITH THE UNIVERSITY, AND THE REVENUES WILL BE RECEIVED AND SPENT ON THE UNIVERSITY'S BOOKS, NOT ON THE FOUNDATION. THE FOUNDATION OWNS THE PROPERTY FOR THE BIOLOGY DEPARTMENT USE. PART III, LINE 1A: THE ULRICH MUSEUM AND ANTHROPOLOGY MUSEUM PROVIDE LEARNING OPPORTUNITIES FOR STUDENTS AND FACULTY IN BOTH THE COLLEGE OF FINE ARTS AND LIBERAL ARTS & SCIENCES WHERE THE ANTHROPOLOGY DEPARTMENT IS LOCATED. THE COLLECTIONS OF BOTH ARE USED BY FACULTY MEMBERS IN TEACHING STUDENTS. THE FOUNDATION'S NONPROFIT STATUS IS TO SERVE AS THE FUNDRAISING ARM FOR THE UNIVERSITY WHICH WOULD INCLUDE ANY TOOLS USED BY STUDENTS AND FACULTY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SUPPORT TO WSU THROUGH SCHOLARSHIPS/FELLOWSHIPS, FACULTY SUPPORT, BUILDING PROJECTS, AND OTHER PRIORITIES. X X X X 1 BENNETT CONSULTING 1125 WEST 33RD ST N WICHITA KS 67204 FUNDRAISING 0 296502 135089 161413 296502 135089 161413 1 STUDENT SCHOLARSHIPS 1642 4129678 CASH PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MONITORING OF FUNDS FOR GRANTS SCHEDULE I, PART III SEPARATE FUNDS ARE SET UP IN THE FOUNDATION'S FINANCIAL SOFTWARE (BLACKBAUD FINANCIAL EDGE) - THE FOUNDATION MAINTAINS FUND ACCOUNTING TO MONITOR EACH FUNDS ACTIVITY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ELIZABETH H KING 198363 0 5000 0 3396 0 17530 0 7447 0 231736 0 0 0 SUPPLEMENTAL INFORMATION PART III POLICY REGARDING PAYMENT OF SPENDING ACCTS, AND DUES EXPENSES ARE PAID/REIMBURSED AFTER PRES/BOARD DOCUMENT HOW EXPENSES BENEFIT THE WSU FOUNDATION THROUGH CONTINUING DONOR CONTACT AND STEWARDSHIP. MARILYN B PAULY FAMILY MEMBER OF DIRECTOR 19931000 BOND FUND INVESTMENT W/ BANK 0 X 88700 APPRAISALS X 475271 AVERAGE OF HIGH AND LOW 3 0 1 1 THIRD PARTY USE: PART I, LINE 32B: DEACCESSIONED ART IS SOLD BY AN ART AUCTION COMPANY. SECURITIES ARE SOLD BY A BROKERAGE FIRM FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATIONS BOARD PRIOR TO SUBMITTING THE RETURN TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REVIEWED ANNUALLY AND FORM IS SIGNED BY EACH DIRECTOR OF THE BOARD THAT THEY UNDERSTAND AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWS SALARY POOLS WITH THE EXECUTIVE COMMITTEE AND THE PRESIDENT & CEO REVIEWS THE VP'S SALARY CHANGES WITH THE BOARD CHAIR. THE BOARD CHAIR AND EXECUTIVE COMMITTEE REVIEW AND APPROVES THE PRESIDENT & CEO'S SALARY. AN INFORMAL COMPARISON OF SALARIES TO OTHER UNIVERSITY FOUNDATIONS/ENDOWMENTS IN KANSAS IS ALSO PERFORMED. THE LAST REVIEW WAS PERFORMED IN 2012. FORM 990, PART VI, SECTION C, LINE 19 POLICY IS REVIEWED ANNUALLY AND FORM IS SIGNED BY EACH DIRECTOR OF THE BOARD THAT THEY UNDERSTAND AND ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. AT THE CURRENT TIME THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. A COPY OF THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON THE ORGANIZATION'S WEBSITE. FINANCIAL STATEMETS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -17,505,539.