UNITED STUDENT AID FUNDS INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: UNITED STUDENT AID FUNDS INC (EIN 94-6050341)
Tax period: 2011-10-01 to 2012-09-30
Filed: 2013-08-06
IRS object ID: 201332189349301483
Schema version: 2011v1.5
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 C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-06T16:30:04-05:00	Timestamp
Tax Period End Date	2012-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	861065772	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 MONUMENT CIRCLE SUITE 2000	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	462045108	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	946050341	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNITED STUDENT AID FUNDS INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIT	NameControl
Phone	3178061231	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9998 CROSSPOINT BLVD NO 400	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	462563307	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	STEPHEN C HAM	Name
Title	SR VP & CFO	Title
Phone	3178061231	Phone
Date Signed	2013-08-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SHAWNA M JIMENEZ	Name
PTIN	P01222873	PTIN
Phone	3174648600	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CARL DALSTROM	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	9998 CROSSPOINT BLVD NO 400	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	462563307	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	752919059	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.USAFUNDS.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1960	YearFormation
State Legal Domicile	DE	StateLegalDomicile
Activity Or Mission Description	TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	172	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	4809	TotalGrossUBI
Net Unrelated Business Txbl Income	3428	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	392137408	ProgramServiceRevenuePriorYear
Program Service Revenue CY	419207130	ProgramServiceRevenueCY
Investment Income Prior Year	20200473	InvestmentIncomePriorYear
Investment Income Current Year	21520681	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	412337881	TotalRevenuePriorYear
Total Revenue Current Year	440727811	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	12857072	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	10531778	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	20823345	SalariesEtcPriorYear
Salaries Etc Current Year	21902479	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	322203370	OtherExpensePriorYear
Other Expenses Current Year	332308823	OtherExpensesCurrentYear
Total Expenses Prior Year	355883787	TotalExpensesPriorYear
Total Expenses Current Year	364743080	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	56454094	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	75984731	RevenuesLessExpensesCY
Total Assets BOY	1024408298	TotalAssetsBOY
Total Assets EOY	1066673804	TotalAssetsEOY
Total Liabilities BOY	473950845	TotalLiabilitiesBOY
Total Liabilities EOY	393940760	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	550457453	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	672733044	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	USA FUNDS' MISSION IS TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS BY PROVIDING AND SUPPORTING FINANCIAL AND OTHER VALUED SERVICES.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	36245616	Expense
Revenue	43178689	Revenue
Description	GUARANTEE SERVICES - USA FUNDS MAINTAINS A PORTFOLIO OF OVER $66.5 BILLION IN OUTSTANDING EDUCATIONAL LOANS IN ACCORDANCE WITH THE HIGHER EDUCATION ACT OF 1965, AS AMENDED.UNITED STUDENT AID FUNDS, INC. ALSO PROVIDED DONATED SOFTWARE SERVICES OF $551,000 DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 THAT HAVE NOT BEEN REPORTED AS CONTRIBUTIONS ON FORM 990, PART IX.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	31022816	Expense
Revenue	36694797	Revenue
Description	DEFAULT AVERSION - USA FUNDS WORKED WITH BORROWERS AND SUCCESSFULLY AVERTED DEFAULTS ON OVER $25.4 BILLION OF DELINQUENT EDUCATIONAL LOANS REPORTED BY LENDERS IN THE CURRENT YEAR.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	250106139	Expense
Revenue	324379447	Revenue
Description	COLLECTION ON DEFAULTED LOANS - USA FUNDS SUCCESSFULLY COLLECTED OVER $1.4 BILLION ON DEFAULTED EDUCATIONAL LOANS IN THE CURRENT YEAR.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	21570751	Expense
Grants	10531778	Grants
Revenue	14954197	Revenue
Description	INCLUDES OTHER GUARANTOR REVENUES, AS DEFINED BY THE US HIGHER EDUCATION ACT AND ADMINISTRATIVE FEES CHARGED TO RELATED TAX EXEMPT ORGANIZATIONS.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	21570751	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	10531778	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	14954197	TotalOfOtherProgramServiceRev
Total Program Service Expense	338945322	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	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	0	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	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	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	1	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	111	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	172	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	BD	NameOfForeignCountry
Name Of Foreign Country	CJ	NameOfForeignCountry
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
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	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	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	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	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	DC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	IL	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	IN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	DEBORAH L MCCLOUD	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	3178061231	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	9998 CROSSPOINT BLVD SUITE 400	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	462563307	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
CARL DALSTROM
PRESIDENT & CEO	40.00	X	X	623785	0	186217
IKE BATALIS
BOARD MEMBER	5.00	X		56577	0	0
REV WILLIAM BEAUCHAMP
BOARD MEMBER	7.00	X		43500	0	0
BLAKE DEVITT
BOARD MEMBER	5.00	X		53831	0	0
MARSHALL GRIGSBY
BOARD MEMBER	6.00	X		66712	0	0
NORMAN LEFSTEIN
BOARD MEMBER	5.00	X		62341	0	0
ILENE NAGEL
BOARD MEMBER	7.00	X		46952	0	0
WILLIAM NEALE
BOARD MEMBER	5.00	X		60832	0	0
ERNEST NEWBORN II
BOARD MEMBER	6.00	X		54374	0	0
EDWARD SCHMIDT
BOARD MEMBER	5.00	X		64077	0	0
ERIK MORENO
BOARD MEMBER	5.00	X		39241	0	0
MARLENE COULIS
BOARD MEMBER	6.00	X		50894	0	0
STEPHEN HAM
SR VP & CFO	40.00		X	323424	0	65013
DAVID BOODT
SR VP & GENERAL COUNSEL	40.00		X	307464	0	63957
DENISE FESER
SR VP SCH & STUDENT SERV	40.00		X	297433	0	49020
GREGORY AYERS
SR VP GOV'T SERV & ADMIN	40.00		X	261932	0	55309
TERRY MUILENBURG
SR VP GOV'T RELATIONS	40.00		X	318344	0	69460
ROBERT BALLARD
SR VP ACCESS & OUTREACH	40.00		X	287436	0	58391
DEBORAH MCCLOUD
VP & CONTROLLER	40.00			189397	0	42031	X
HENRY L FERNANDEZ
VP GOV'T RELATIONS	40.00			181504	0	43179		X
MILAN D TESANOVICH
DIR INFO RISK MGMT	40.00			201491	0	23061		X
DAVID C LONG
VP OF SALES	40.00			182172	0	26831		X
KAREN L DEVILLA
VP GRANTS MANAGEMENT	40.00			114435	56358	45261		X
ANNE H CALVERT
VP FIN ANALYSIS & BUDGET	40.00			156650	0	35399		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	4044798	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	56358	TotalReportableCompFrmRltdOrgs
Total Other Compensation	763129	TotalOtherCompensation
Number Individuals GT100 K	38	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
SALLIE MAE
11100 USA PARKWAY	FISHERS	IN	46038	GUARANTOR SERVICES	257734917
STUDENT ASSISTANCE CORPORATION
11100 USA PARKWAY	FISHERS	IN	46038	DEFAULT AVERSION ACTIVITIES	21723337
ADNAN MASOOD DBA MOTION TECHNOLOGY
10624 ADAM COURT	FISHERS	IN	46037	INFORMATION SECURITY	2735512
ALLEGIENT LLC
201 W 103RD STREET STE 520	INDIANAPOLIS	IN	46290	SYSTEMS DEVELOPMENT	1673070
PERPETUAL TECHNOLOGIES INC
5649 LEE ROAD	INDIANAPOLIS	IN	46216	INFORMATION SYSTEMS	1438155

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	33	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
COLLECTIONS ON DEFAULT	522200	324379447	324379447
GUARANTEE SERVICES	522200	43178689	43178689
DEFAULT AVERSION FEES	522200	36694797	36694797

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	14954197	TotalRevenueColumn
Related Or Exempt Function Income	14954197	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	419207130	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	15931613	TotalRevenueColumn
Unrelated Business Revenue	4809	UnrelatedBusinessRevenue
Exclusion	$15,926,804	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	315304596	Securities
Other	2475720	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	312191248	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	3113348	Securities
Other	2475720	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	5589068	TotalRevenueColumn
Exclusion	$5,589,068	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	440727811	TotalRevenueColumn
Related Or Exempt Function Income	419207130	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	4809	UnrelatedBusinessRevenue
Exclusion	$21,515,872	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	10207751	Total
Program Services	10207751	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	324027	Total
Program Services	324027	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	3703539	Total
Management And General	3703539	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	12966138	Total
Program Services	4901886	ProgramServices
Management And General	8064252	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	679237	Total
Program Services	679237	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	3500744	Total
Program Services	1392186	ProgramServices
Management And General	2108558	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	1052821	Total
Program Services	156182	ProgramServices
Management And General	896639	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	536404	Total
Program Services	400356	ProgramServices
Management And General	136048	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	364678	Total
Management And General	364678	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	74139	Total
Management And General	74139	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	644346	Total
Management And General	644346	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	5124395	Total
Program Services	1499034	ProgramServices
Management And General	3625361	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1077839	Total
Program Services	571280	ProgramServices
Management And General	506559	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	131703	Total
Program Services	28026	ProgramServices
Management And General	103677	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	2820259	Total
Program Services	1267639	ProgramServices
Management And General	1552620	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1052069	Total
Management And General	1052069	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	973780	Total
Program Services	67035	ProgramServices
Management And General	906745	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	770592	Total
Program Services	7201	ProgramServices
Management And General	763391	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	9119	Total
Management And General	9119	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	569301	Total
Management And General	569301	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	273798	Total
Management And General	273798	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
COLLECTION EXPENSE	250106139	250106139
ACCT. MAINT. & ISSUANCE	35010384	35010384
DEFAULT AVERSION FEES	31022816	31022816
DEFAULT FEE EXPENSE	1235232	1235232

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	511830	Total
Program Services	68911	ProgramServices
Management And General	442919	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	364743080	Total
Program Services	338945322	ProgramServices
Management And General	25797758	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	16452017	BOY
EOY	35641898	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	69250876	BOY
EOY	61559741	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	61414590	BOY
EOY	47644209	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	3169209	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1672798	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1854194	BOY
EOY	1496411	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	563109845	BOY
EOY	665618232	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	312326776	BOY
EOY	254713313	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1024408298	BOY
EOY	1066673804	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	112342606	BOY
EOY	101291234	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	1565416	BOY
EOY	1651543	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	70750697	BOY
EOY	55543217	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	289292126	BOY
EOY	235454766	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	473950845	BOY
EOY	393940760	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	550457453	BOY
EOY	672733044	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	550457453	BOY
EOY	672733044	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1024408298	BOY
EOY	1066673804	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	75984731	ReconcilationRevenueExpenses
Reconcilation Other Changes	46290860	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	419005660	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	409984853	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	395343051	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	392137408	CurrentTaxYearMinus1Year
Current Tax Year	419207130	CurrentTaxYear
Total	2035678102	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	419005660	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	409984853	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	395343051	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	392137408	CurrentTaxYearMinus1Year
Current Tax Year	419207130	CurrentTaxYear
Total	2035678102	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	2035678102	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14152105	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11509585	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10018941	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14372724	CurrentTaxYearMinus1Year
Current Tax Year	15931613	CurrentTaxYear
Total	65984968	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14152105	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11509585	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10018941	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14372724	CurrentTaxYearMinus1Year
Current Tax Year	15931613	CurrentTaxYear
Total	65984968	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	433157765	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	421494438	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	405361992	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	406510132	CurrentTaxYearMinus1Year
Current Tax Year	435138743	CurrentTaxYear
Total	2101663070	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.96860	PublicSupportPercentage509
Prior Year Support Percentage	0.96880	PriorYearSupportPercentage
Investment Income Percentage	0.03140	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.03120	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Political Expenditures	0	PoliticalExpenditures
Amt Of4955 Tax	0	AmtOf4955Tax
Amt Of4955 Tax On Managers	0	AmtOf4955TaxOnManagers
Volunteers	0	Volunteers
Paid Staff Or Management	1	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	0	GrantsOtherOrganizations
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$79,433	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	79433	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtc
Included On FS	1	IncludedOnFS

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	221167	OtherCostOrOtherBasis
Depreciation	61879	Depreciation
Book Value	159288	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2043845	OtherCostOrOtherBasis
Depreciation	1102467	Depreciation
Book Value	941378	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	904197	OtherCostOrOtherBasis
Depreciation	508452	Depreciation
Book Value	395745	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1496411	TotalOfBookValueLandBuildings

Other Assets OtherAssets (5 entries)

DescriptionDescription	Book ValueBookValue
RECEIVABLE FROM FED FUND	3005741
ASSETS HELD ON BEHALF OF FED RESERVE	235454766
NOTE FROM SMS	15855000
DUE FROM AFFILIATES	326124
DEFAULTED LOANS PURCHASED	71682

Field	Value	IRS element (for citing)
Total Book Value Other Assets	254713313	TotalBookValueOtherAssets

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART IV, LINE 2B:	LIABILITIES INCURRED ON BEHALF OF THE FEDERAL RESERVE FUND
PART X:	PER THE FINANCIAL STATEMENTS OF UNITED STUDENT AID FUNDS, INC., USA FUNDS ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES ON A MORE-LIKELY-THAN-NOT CRITERIA BASED ON THE POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO UNCERTAINTIES THAT REQUIRE RECOGNITION OR DISCLOSURE AS OF SEPTEMBER 30, 2012 AND 2011.	DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	CENTRAL AMERICA & THE CARIBBEAN	Region
Type Of Activities Conducted	INVESTMENTS	TypeOfActivitiesConducted
Total Expenditures	22075489	TotalExpenditures

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	22075489	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	22075489	TotalAmountSpent
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	1	PassiveForeignInvestCo
Foreign Partnership	1	ForeignPartnership
Boycott Countries	0	BoycottCountries

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (158 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
ACCESS COLLEGE FOUNDATION
7300 NEWPORT AVENUE SUITE 500	NORFOLK	VA	23505	541440734	501(C)(3)	50000	FMV	ACCESS COLLEGE SUCCESS PROGRAM.
ADMISSION POSSIBLE
1555 N RIVERCENTER DRIVE SUITE 211	MILWAUKEE	WI	53212	411968798	501(C)(3)	60000	FMV	ADMISSION POSSIBLE MILWAUKEE.
ADVANCE
120 E LA HABRA BLVD 103A	LA HABRA	CA	90631	760730386	501(C)(3)	30000	FMV	ON TO COLLEGE.
ALASKA COMMISSION ON POSTSECONDARY EDUCATION
3030 VINTAGE BLVD	JUNEAU	AK	99801	926001185	STATE OF AK	50000	FMV	AGE-SEQUENCED EARLY COLLEGE AWARENESS CAMPAIGN.
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVD	DENVER	CO	80221	521573446	501(C)(3)	300000	FMV	USA FUNDS TRIBAL COLLEGE SCHOLARSHIP PROGRAM.
AMERICAN RED CROSS OF GREATER INDIANAPOLIS
441 E 10TH STREET	INDIANAPOLIS	IN	46202	530196605	501(C)(3)	25000	FMV	INDIANA TORNADO RELIEF DONATION.
ARIZONA COMMISSION FOR POSTSECONDARY EDUCATION
2020 NORTH CENTRAL SUITE 650	PHOENIX	AZ	85004	866004791	STATE OF AZ	35000	FMV	ARIZONA'S COLLEGE GOAL SUNDAY & SATURDAY TOO! INITIATIVE.
ARIZONA COMMUNITY FOUNDATION SUZANNE REUSS DONOR SERVICES
2201 E CAMELBACK RD SUITE 202	PHOENIX	AZ	85016	860348306	501(C)(3)	70000	FMV	COLLEGE DEPOT - HELPING MORE STUDENTS TAKE STEPS TO COLLEGE SUCCESS.
ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
2025 M STREET NW SUITE 610	WASHINGTON	DC	20036	571192973	501(C)(3)	400000	FMV	PARTNERSHIP FOR EQUITY IN EDUCATION THROUGH RESEARCH (PEER), 2012 TODAY'S MINDS TOMORROW'S FUTURE SCHOLARSHIP BENEFIT, 2012 APIASF/USA FUNDS SCHOLARSHIP PROGRAM.
ASSOCIATION OF PUBLIC LAND GRANT UNIVERSITIES
1307 NEW YORK AVE SUITE 400	WASHINGTON	DC	200054722	530183246	501(C)(3)	10000	FMV	FOR SUPPORT TO ASSIST APLU INSTITUTIONS IDENTIFY, ENROLL, AND GRADUATE STUDENTS FROM UNDER REPRESENTED POPULATIONS.
BARRIO LOGAN COLLEGE INSTITUTE
1807 MAIN STREET	SAN DIEGO	CA	92113	330771222	501(C)(3)	20000	FMV	BARRIO LOGAN COLLEGE INSTITUTE (BLCI) COLLEGE SUCCESS PIPELINE.
BE A LEADER FOUNDATION
6850 N CENTRAL AVENUE	PHOENIX	AZ	85012	550850279	501(C)(3)	50000	FMV	BE A LEADER FOUNDATION PIPELINE OF COLLEGE-GOING PROGRAMS.
BEN DAVIS HIGH SCHOOL
1200 N GIRLS SCHOOL RD	INDIANAPOLIS	IN	46214	351072270	501(C)(3)	29000	FMV	GIANT KINGS.
BISHOP NOLL INSTITUTE FOUNDATION INC
1519 HOFFMAN STREET	HAMMOND	IN	46327	310973961	501(C)(3)	25000	FMV	BISHOP NOLL INSTITUTE HISPANIC SCHOLARSHIP FUND.
BOYS & GIRLS CLUBS OF INDIANAPOLIS
3530 S KEYSTONE AVENUE STE 200	INDIANAPOLIS	IN	46227	350888754	501(C)(3)	31000	FMV	COLLEGE READINESS.
BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC
839 BROADWAY - 3RD FLOOR	GARY	IN	46402	350941137	501(C)(3)	26000	FMV	TEN STEPS RITES OF PASSAGE COMMUNITY OUTREACH.
BOYS II MEN INC
4850 GUION RD	INDIANAPOLIS	IN	46254	352133391	501(C)(3)	30000	FMV	2012 BOYS II MEN PROGRAM - COLLEGE TOURS.
BRADLEY UNIVERSITY
1501 WEST BRADLEY AVENUE	PEORIA	IL	61625	370661494	STATE OF IL	30000	FMV	ENDOWED SCHOLARSHIP IN MY NAME AT THE FOSTER COLLEGE OF BUSINESS AND ELIGIBILITY WILL BE BASED ON ACADEMIC AND FINANCIAL NEED CRITERIA.
BRADLEY UNIVERSTIY
1501 WEST BRADLEY AVENUE	PEORIA	IL	61625	370661494	STATE OF IL	7500	FMV	NOVEMBER 2011 MATCHING 1.
BUSINESS HIGHER EDUCATION FORUM
2025 M STREET NW SUITE 800	WASHINGTON	DC	20036	341986692	501(C)(3)	50000	FMV	COLLEGE READINESS, ACCESS, AND SUCCESS INITIATIVE (ALSO KNOWN AS THE CRI).
CATHEDRAL HIGH SCHOOL
5225 E 56TH STREET	INDIANAPOLIS	IN	46226	356254955	501(C)(3)	48996	FMV	SHAMROCK SCHOLARS PROGRAM.
CENTER FOR LEADERSHIP DEVELOPMENT
2425 DR MARTIN LUTHER KING JR	INDIANAPOLIS	IN	46208	351389882	501(C)(3)	25000	FMV	PROJECT MR. (MALE RESPONSIBILITY).	STREET
CENTRAL INDIANA COMMUNITY FOUNDATION INC
615 N ALABAMA ST SUITE 119	INDIANAPOLIS	IN	46204	351793680	501(C)(3)	100000	FMV	RACE TO THE FINISH: 5TH ANNUAL INDIANA LATINO SCHOLARSHIP FUND DINNER.
CHAIRSCHOLARS FOUNDATION INC
16101 CARENCIA LANE	ODESSA	FL	33556	650442193	501(C)(3)	10000	FMV	NATIONAL SCHOLARSHIP PROGRAM.
CHARLES TINDLEY SCHOOL
3960 MEADOWS DRIVE	INDIANAPOLIS	IN	46205	352151971	501(C)(3)	50000	FMV	TINDLEY COLLEGE COMPLETION PROGRAM.
CHRISTIAN ACTIVITY CENTER
540 N 6TH ST	EAST ST LOUIS	IL	62201	364182760	501(C)(3)	50000	FMV	PATHWAYS.
CITY YEAR INC
2203 23RD AVE S 101	SEATTLE	WA	98144	222882549	501(C)(3)	100000	FMV	CITY YEAR -- A CONTINUUM OF EDUCATION SUPPORT.
COLLEGE & CAREER CONNECTIONS
4620 ALABAMA AVENUE SE	WASHINGTON	DC	20019	263450374	501(C)(3)	50000	FMV	THE ONTRACK! PROGRAM.
COLLEGE BOUND
110 N JEFFERSON ST	LOUIS	MO	63103	204768985	501(C)(3)	50000	FMV	COMPLETE U.
COLLEGE FORWARD
PO BOX 142308	AUSTIN	TX	78714	432003552	501(C)(3)	50000	FMV	COLLEGE FORWARD COLLEGE COMPLETION INITIATIVE.
COLLEGE MENTORS FOR KIDS
212 WEST 10TH STREET SUITE B260	INDIANAPOLIS	IN	46202	352002052	501(C)(3)	43300	FMV	COLLEGE MENTORS FOR KIDS - MENTOR SCHOLARSHIP AND SUPPORT.
COLLEGE SUCCESS FOUNDATION
1605 NW SAMMAMISH ROAD SUITE 100	ISSAQUAH	WA	98027	912036088	501(C)(3)	75000	FMV	COLLEGE SUCCESS NAVIGATORS.
COLLEGE SUMMIT
1763 COLUMBIA ROAD NW 2ND FLOOR	WASHINGTON	DC	20009	522007028	501(C)(3)	50000	FMV	LAUNCHING--FROM ACCESS TO SUCCESS.
COLUMBIA BUSINESS SCHOOL
33 W 60TH STREET 7TH FLOOR	NEW YORK	NY	10023	135998093	501(C)(3)	10000	FMV	GENERAL STUDENT AID FUND.
COMMUNITIES IN SCHOOLS OF ARIZONA INC
333 EAST VIRGINIA AVENUE SUITE 208	PHOENIX	AZ	85004	860776545	501(C)(3)	25000	FMV	ELIMINATING ROADBLOCKS TO SCHOOL SUCCESS.
COMMUNITY HOSPITAL FOUNDATION INC
1500 N RITTER AVENUE	INDIANAPOLIS	IN	46219	510181688	501(C)(3)	50000	FMV	HOWE HIGH SCHOOL FULL-SERVICE COMMUNITY SCHOOL (FSCS) AND FULL SERVICE COMMUNITY SCHOOL COORDINATOR (FSCSC).
COMPLETE COLLEGE AMERICA INC
25 E PINE STREET	ZIONSVILLE	IN	46077	264789471	501(C)(3)	250000	FMV	REGIONAL INSTITUTES ON GATEWAY COURSE SUCCESS -- TRANSFORMING REMEDIATION.
CONGREGATION OF HOLY CROSS US PROVINCE INC
PO BOX 774	NOTRE DAME	IN	46556	320344245	501(C)(3)	10000	FMV	AUGUST 2012 MATCHING 1.
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
7528 N FENWICK	PORTLAND	OR	97217	931287554	501(C)(3)	25000	FMV	CONTINUING ENROLLMENT GROWTH INITIATIVE.
DEPAUW UNIVERSITY OFFICE OF STUDENT FINANCIAL AID
313 SOUTH LOCUST	GREENCASTLE	IN	461350037	350869045	501(C)(3)	13000	FMV	NEED-BASED SCHOLARSHIP ASSISTANCE.
DILLARD UNIVERSITY
2601 GENTILLY AVE	NEW ORLEANS	LA	70122	720408929	501(C)(3)	25000	FMV	FINANCIAL EDUCATION RESOURCE NETWORK (F.E.R.N.) PROGRAM.
EDNA MARTIN CHRISTIAN CENTER
1970 N CAROLINE AVE	INDIANAPOLIS	IN	46218	351072577	501(C)(3)	20000	FMV	LEADERSHIP AND LEGACY YOUTH PROGRAM.
EDUCATION IS FREEDOM FOUNDATION
2711 NHASKELL AVE SUITE 2070 LB 18	DALLAS	TX	75204	043643313	501(C)(3)	25000	FMV	EIF HIGH SCHOOL PROGRAM.
EXCELENCIA IN EDUCATION
1717 N STREET NW 2ND FLOOR	WASHINGTON	DC	20036	200927912	501(C)(3)	64000	FMV	2012 EXAMPLES OF EXCELENCIA AND CELEBRACION DE EXCELENCIA, 2012 ACCELERATING LATINO STUDENT SUCCESS (ALASS) WORKSHOP, THE CONDITION OF LATINOS IN EDUCATION IN INDIANA.
FLORIDA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS UNIVERSITY
4202 E FOWLER AVE SVC 1102	TAMPA	FL	336206960	592437964	501(C)(3)	32000	FMV	COLLEGE GOAL SUNDAY.
FORT WAYNE URBAN LEAGUE INC
2135 SOUTH HANNA ST	FORT WAYNE	IN	46803	350869052	501(C)(3)	25000	FMV	COLLEGE BOUND BROTHERHOOD.
FORTUNE ACADEMY
5626 LAWTON LOOP EAST DRIVE	INDIANAPOLIS	IN	462161013	352148108	501(C)(3)	6000	FMV	DECEMBER 2012 MATCHING 1.
FOUNDATION FOR STUDENTS RISING ABOVE
PO BOX 29174	SAN FRANCISCO	CA	94129	810615887	501(C)(3)	50000	FMV	BEATING THE ODDS--STUDENTS RISING ABOVE.
FRIENDLY HOUSE INC
802 S FIRST AVENUE PO BOX 3695	PHOENIX	AZ	85030	860120506	501(C)(3)	25000	FMV	FRIENDLY HOUSE SCHOLARS PROGRAM.
FRIENDS OF HAWAI'I ROBOTICS
PO BOX 3019	HONOLULU	HI	96802	263139930	501(C)(3)	50000	FMV	HAWAII EDUCATIONAL ROBOTICS RECRUITMENT AND SUSTAINABILITY.
GATEWAY TO COLLEGE NATIONAL NETWORK
529 SE GRAND AVE SUITE 300	PORTLAND	OR	97214	320237828	501(C)(3)	75000	FMV	GATEWAY TO COLLEGE.
GEAR UP MISSISSIPPI
3825 RIDGEWOOD ROAD SUITE 334	JACKSON	MS	39211	646000783	501(C)(3)	35000	FMV	MISSISSIPPI GOAL COLLLEGE SUNDAY.
GEORGE WASHINGTON COMMUNITY SCHOOL DOLLARS FOR SCHOLARS CHAPTER
2215 W WASHINGTON ST	INDIANAPOLIS	IN	46222	371518395	501(C)(3)	7500	FMV	SCHOLARSHIP DONATION.
GIRL SCOUTS OF CENTRAL INDIANA
2611 WATERFRONT PARKWAY EAST DRIVE	INDIANAPOLIS	IN	46214	350876381	501(C)(3)	10000	FMV	GIRL SCOUTS OF CENTRAL INDIANA SCHOLARSHIP PROGRAM.	SUITE 100
GIRLS INCORPORATED OF INDIANAPOLIS
3935 N MERIDIAN ST	INDIANAPOLIS	IN	46208	351337205	501(C)(3)	50000	FMV	SMART COLLEGE AND CAREER PLANNING PROGRAMS.
GLOW FOUNDATION
275 FIFTH STREET	SAN FRANCISCO	CA	94103	562590044	501(C)(3)	30000	FMV	GLOW'S CALIFORNIA COLLEGE SUCCESS INITIATIVE.
GREATER PHOENIX YOUTH AT RISK INC
1001 EAST PIERCE STREET	PHOENIX	AZ	85006	860615007	501(C)(3)	25000	FMV	ARIZONA QUEST FOR KIDS.
HARLEM CHILDRENS ZONE INC
35 EAST 125 STREET	NEW YORK	NY	10035	237112974	501(C)(3)	50000	FMV	HCZ'S COLLEGE SUCCESS INITIATIVE.
HELPING HANDS FOR SINGLE MOMS
16056 W LARKSPUR DR	GOODYEAR	AZ	85338	680489835	501(C)(3)	10000	FMV	SAFETY-NET OF SUPPORTIVE SERVICES.
HISPANIC SCHOLARSHIP FUND
1411 W 19TH STREET SUITE 325	GARDENA	CA	90248	521051044	501(C)(3)	250000	FMV	HSF/USA FUNDS SCHOLARSHIP PROGRAM, HSF/AHOF & EDUCATION SUMMIT 2012.
I CHALLENGE YOU REVELS FAMILY LIFE CENTER
711 SOUTH BROADWAY STREET	GREENVILLE	MS	38702	640826603	501(C)(3)	10000	FMV	I CHALLENGE YOU, INC. UNLOCK THE FUTURE/SUCCESS IS THE GOAL.
I HAVE A DREAM FOUNDATION
2916 ALBERTA STREET SUITE D	PORTLAND	OR	97211	931037323	501(C)(3)	50000	FMV	DREAMER SCHOOL PROJECT.
INDIANA BLACK EXPO
3145 N MERIDIAN ST	INDIANAPOLIS	IN	46208	351406245	501(C)(3)	25000	FMV	INDIANA BLACK EXPO, INC. FIFTH ANNUAL STATEWIDE EDUCATION CONFERENCE.
INDIANA DOLLARS FOR SCHOLARS
10500 KINCAID DR SUITE 203	FISHERS	IN	460379764	042296967	501(C)(3)	70000	FMV	HOOSIER HEROES 2011-2012.
INDIANA HISTORICAL SOCIETY
450 W OHIO ST	INDIANAPOLIS	IN	46202	350876384	501(C)(3)	10000	FMV	INDIANAPOLIS: A CITY OF IMMIGRANTS.
INDIANA LATINO INSTITUTE
445 NORTH PENNSYLVANIA STREET SUITE	INDIANAPOLIS	IN	46204	260036285	501(C)(3)	100000	FMV	ILI CAREERS FOR THE FUTURE EDUCATION PROGRAM.	800	135040	LATINO DINNER
INDIANA STUDENT FINANCIAL AID ASSOCIATION
1700 SOUTH MAIN ST	GOSHEN	IN	46526	351597706	501(C)(3)	40000	FMV	COLLEGE GOAL SUNDAY.
INDIANA UNIVERSITY FOUNDATION
PO BOX 500	BLOOMINGTON	IN	47402	356018940	501(C)(3)	93180	FMV	LEFSTEIN LEGACY SCHOLARSHIP,ANNUAL SCHOLARSHIP FUND FOR STUDENT ATHLETES, ACCT.#32-A017-02-2,ENDOWMENT FUND, ACCT.#37-A014-85-3,I. U. MCKINNEY SCHOOL OF LAW NEED-BASED SCHOLARSHIPS, THE CREATION OF AN EMERGENCY FUND TO PREVENT STUDENT FROM LEAVING SCHOOL DUE TO A SMALL FINANCIAL EMERGENCY., EMPLOYEE MATCHING GIFTS.
INDIANA YOUTH INSTITUTE INC
603 EAST WASHINGTON STREET SUITE	INDIANAPOLIS	IN	46204	311251680	501(C)(3)	50000	FMV	INDIANA MENTORING PARTNERSHIP.	800
INDIANAPOLIS ZOOLOGICAL SOCIETY
PO BOX 22309	INDIANAPOLIS	IN	462220309	351074747	501(C)(3)	9000	FMV	ZOOBILATION 2012.
INTERAGENCY COMMUNITY COALITION
PO BOX 1425	FT WASHAKIE	WY	82514	113679390	501(C)(3)	30000	FMV	2012 COLLEGE GOAL WYOMING.
IVY TECH FOUNDATION
50 WEST FALL CREEK PARKWAY NORTH	INDIANAPOLIS	IN	46208	237073977	501(C)(3)	20000	FMV	AFRICAN AMERICAN MALE INITIATIVE (AAMI).	DRIVE
JOBS FOR ARIZONA GRADUATES
2501 W DUNLAP AVE SUITE 200	PHOENIX	AZ	85021	860669709	501(C)(3)	60000	FMV	CAREER AND COLLEGE SUCCESS SYSTEM.
KASFAA WICHITA STATE UNIVERSITY
1845 N FAIRMOUNT BOX 24	WICHITA	KS	672600024	481010942	501(C)(3)	30000	FMV	KANSAS 2012 COLLEGE GOAL SUNDAY.
LA PLAZA INC
8902 E 38TH STREET	INDIANAPOLIS	IN	46226	300029575	501(C)(3)	15000	FMV	NIGHT OF THE AMERICAS.
LA SIERRA UNIVERSITY
4500 RIVERWALK PARKWAY	RIVERSIDE	CA	925158247	330413730	501(C)(3)	119976	FMV	4-YOU: YOUR EDUCATION, YOUR MONEY, YOUR CAREER.
LINKS FOUNDATION INC
1200 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20005	521170830	501(C)(3)	120656	FMV	LINKING HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS) WITH COMMUNITY COLLEGES: A PROGRAM OF COLLABORATION AMONG THE LINKS, INC., UNCF, NAFEO AND UNCFSP.
LITTLE BETHEL MISSIONARY BAPTIST CHURCH
3276 WINTHROP AVE	INDIANAPOLIS	IN	46278	351476347	501(C)(3)	10000	FMV	YOUNG LIONS.
M S D OF LAWRENCE TOWNSHIP FOUNDATION INC
6501 SUNNYSIDE ROAD SUITE 209	INDIANAPOLIS	IN	46236	351573468	501(C)(3)	100000	FMV	ADVANCEMENT VIA INDIVIDUAL DETERMINATION (AVID).
MARIAN UNIVERSITY
3200 COLD SPRING ROAD	INDIANAPOLIS	IN	46222	350868175	501(C)(3)	288500	FMV	MARY MCNULTY YOUNG OPPORTUNITIES FOR EXCELLENCE SCHOLARSHIP DINNER, THE 21ST CENTURY SCHOLAR PROGRAM, 21ST CENTURY SCHOLARS SCHOLARSHIP PROGRAM, FEB 2012 MATCHING 1.
MARY RIGG NEIGHBORHOOD CENTER INCORPORATED
1920 W MORRIS STREET	INDIANAPOLIS	IN	46221	350868954	501(C)(3)	50000	FMV	LEARNING COMMUNITIES INITIATIVE, GEORGE WASHINGTON COMMUNITY H.S.
MID-EASTERN ASSOC OF EDUCATIONAL OPPORTUNITY PROGRAM PERSONNEL
PO BOX 600	LORETTO	PA	15940	310939782	501(C)(3)	47129	FMV	COLLEGE GOAL SUNDAY-MARYLAND.
MIGHTY WRITERS
1501 CHRISTIAN ST	PHILADELPHIA	PA	19146	010920922	501(C)(3)	15000	FMV	THE MIGHTY COLLEGE PREP.
MOREHOUSE COLLEGE
830 WESTVIEW DRIVE SW	ATLANTA	GA	30314	580566205	501(C)(3)	8280	FMV	FEB 2012 MATCHING 6.
NATIONAL ASSOCIATION FOR EQUAL OPPORTUNITY IN HIGHER EDUCATION
209 THIRD ST SE	WASHINGTON	DC	20003	237439804	501(C)(3)	20000	FMV	NAFEOS ANNUAL PRESIDENTIAL PEER SEMINAR AND LEADERSHIP INSTITUTE.
NATIONAL CENTER FOR YOUTH LAW
405 14TH STREET 15TH FLOOR	OAKLAND	CA	94612	942506933	501(C)(3)	50000	FMV	FOSTER YOUTH EDUCATION INITIATIVE (FOSTERED).
NATIONAL COLLEGE ACCESS NETWORK
1001 CONNECTICUT AVE NW SUITE 632	WASHINGTON	DC	20036	311793562	501(C)(3)	35000	FMV	2012 NATIONAL CONFERENCE, CHANGING THE ODDS: COLLEGE SUCCESS FOR ALL.
NATIONAL SCHOLARSHIP PROVIDERS ASSOCIATION
2222 14TH STREET	BOULDER	CO	80302	364280502	501(C)(3)	25000	FMV	2012 NSPA SCHOLARSHIP FAIR AND PRESENTATION.
NATIONAL SOCIETY OF HISPANIC MBAS PSS
PO BOX 1501	INDIANAPOLIS	IN	46206	954196238	501(C)(3)	20000	FMV	PROJECT STEPPING STONE.
NEW JERSEY CITY UNIVERSITY
2039 KENNEDY BOULEVARD	JERSEY CITY	NJ	07305	216000928	501(C)(3)	25000	FMV	NEW JERSEY CITY UNIVERSITY FINANCIAL LITERACY INITIATIVE / STUDENT FLEX TEAM.
NORTH CENTRAL COLLEGE
30 NORTH BRAINARD STREET	NAPERVILLE	IL	60540	362169157	501(C)(3)	30000	FMV	JUNIOR/SENIOR SCHOLARS PIPELINE TO COLLEGE.
NORTHEASTERN ILLINOIS UNIVERSITY FOUNDATION
5500 N ST LOUIS AVE	CHICAGO	IL	606254699	237034689	501(C)(3)	10000	FMV	PRESIDENTIAL SCHOLARS PROGRAM.
NORTHWEST ALLIANCE FOR COLLEGE ACCESS
2488 AUTUMNWOOD COURT	BELLINGHAM	WA	98229	272997677	501(C)(3)	20000	FMV	QUICKSTART TO COLLEGE - EARLY HIGH SCHOOL/ SENIOR SUPPORT.
NORTHWEST DOLLARS FOR SCHOLARS
1037 NE 65TH ST SUITE 234	SEATTLE	WA	98115	042296967	501(C)(3)	15000	FMV	LIGHT THE FIRE.
NORTHWEST EDUCATION LOAN ASSOCIATION
309 23RD AVE S	SEATTLE	WA	98144	911068278	501(C)(3)	153750	FMV	NELA SCHOLARS, ENHANCEMENT OF THEWASHBOARD.ORG, A FREE WEB-BASED SCHOLARSHIP CLEARINGHOUSE THAT MATCHES WASHINGTON SCHOLARSHIP SEEKERS WITH WASHINGTON SCHOLARSHIP PROVIDERS.
OASFAA OHIO COLLEGE ACCESS NETWORK
41 S HIGH STREET SUITE 1650	COLUMBUS	OH	43215	310883788	501(C)(3)	10000	FMV	COLLEGE GOAL SUNDAY.
OKOLONA COMMUNITY DOLLARS FOR SCHOLARS
102 SOUTH OLIVE STREET/PO BOX 559	OKOLONA	MS	38860	651260594	501(C)(3)	57500	FMV	OKOLONA LEARNING COMMUNITY INITIATIVE, SCHOLARSHIP DONATION.
ON POINT FOR COLLEGE INC
1654 W ONONDAGA STREET	SYRACUSE	NY	13204	161569356	501(C)(3)	49950	FMV	COLLEGE ENROLLMENT AND SUCCESS.
OPERATION JUMP START
3515 LINDEN AVENUE	LONG BEACH	CA	90807	330629895	501(C)(3)	25000	FMV	COLLEGE ACCESS MENTORING PROGRAM.
ORAL ROBERTS UNIVERSITY ALUMNI FOUNDATION
7777 SOUTH LEWIS AVENUE	TULSA	OK	74171	731346361	501(C)(3)	15000	FMV	TO ASSIST STUDENTS ENROLLED IN THE MUSIC SCHOOL BASED ON FINANCIAL NEED.
PACIFIC FINANCIAL AID ASSOCIATION
1314 S KING STREET SUITE 1164	HONOLULU	HI	96814	200429061	501(C)(3)	25500	FMV	COLLEGE GOAL SUNDAY HAWAII, HAWAII STATE FINANCIAL AID NIGHTS.
PARTNERS PROGRAM
6100 BROADWAY	OAKLAND	CA	94618	202973102	501(C)(3)	15000	FMV	THE COLLEGE KNOWLEDGE AND COUNSELING COLLABORATIVE.
PARTNERSHIP FOR LEARNING
321 NORTH PINE STREET	LANSING	MI	48933	382955237	501(C)(3)	87000	FMV	EDUCASH, MICHIGAN COLLEGE GOAL SUNDAY.
PHILADELPHIA FUTURES FOR YOUTH
230 SOUTH BROAD STREET 7TH FLOOR	PHILADELPHIA	PA	19102	231365983	501(C)(3)	25000	FMV	PHILADELPHIA FUTURES' SPONSOR-A-SCHOLAR PROGRAM.
PHILANDER SMITH COLLEGE
900 DAISY BATES DRIVE	LITTLE ROCK	AR	72202	710239729	501(C)(3)	25000	FMV	SOPHMORE STUDENT ENGAGEMENT PROGRAM (SSEP).
PUEBLO COMMUNITY COLLEGE
900 WEST ORMAN AVENUE	PUEBLO	CO	81004	840644739	501(C)(3)	25000	FMV	STUDENT ADVOCATE FOR FIANCIAL EMPOWERMENT (SAFE).
PURDUE FOUNDATION DICK AND SANDY DAUCH ALUMNI CENTER
403 WEST WOOD STREET	WEST LAFAYETTE	IN	47907	310958507	501(C)(3)	30000	FMV	EMERGING URBAN LEADERS SCHOLARSHIP PROGRAM.
REACH FOR COLLEGE INC
700 12TH STREET NW SUITE 700	WASHINGTON	DC	20005	061756561	501(C)(3)	50000	FMV	REACH FOR COLLEGE! PROGRAM SUPPORT.
RILEY CHILDREN'S FOUNDATION
30 S MERIDIAN STREET SUITE 200	INDIANAPOLIS	IN	462043540	350868147	501(C)(3)	72000	FMV	RILEY HOSPITAL FOR CHILDREN SCHOOL PROGRAM.
RONALD MCDONALD HOUSE CHARITIES INC
111 MONUMENT CIRCLE SUITE 882	INDIANAPOLIS	IN	46204	351788444	501(C)(3)	30000	FMV	RONALD MCDONALD HOUSE CHARITIES SCHOLARSHIPS.
SAINT FLORIAN CENTER
2511 E 46TH STREET SUITE P-1	INDIANAPOLIS	IN	46205	351971700	501(C)(3)	20000	FMV	MY BROTHER'S KEEPER - SAINT FLORIAN CENTER AFRICAN AMERICAN INITIATIVE.
SAN DIEGO CITY COLLEGE
1313 PARK BLVD	SAN DIEGO	CA	92101	237261624	501(C)(3)	90361	FMV	FIRST YEAR EXPERIENCE (FYE) STUDENT SUCCESS PEER MENTOR PROGRAM.
SANIBEL CAPTIVA CONSERVATION FOUNDATION
PO BOX 839	SANIBEL	FL	33957	591205087	501(C)(3)	20000	FMV	MAY 2012 MATCHING 2.
SANIBEL SCHOOL FUND
3840 SANIBEL-CAPTIVA ROAD	SANIBEL	FL	33957	650871789	501(C)(3)	6000	FMV	APRIL 2012 MATCHING 2.
SAVANNAH STATE UNIVERSITY
32219 COLLEGE STREET	SAVANNAH	GA	31404	586002069	501(C)(3)	25000	FMV	SSU FLEX (FINANCIAL LITERACY EXPERTS) SQUAD.
SCHOLARSHIP AMERICA
1550 AMERICAN BLVD SUITE 155	MINNEAPOLIS	MN	55425	042296967	501(C)(3)	39010	FMV	LEARNING COMMUNITIES INITIATIVE, MAY 2012 MATCHING 3.
SEATTLE CENTRAL COMMUNITY COLLEGE FOUNDATION
1701 BROADWAY AVENUE	SEATTLE	WA	98122	911037870	501(C)(3)	10000	FMV	BELIEVE: SEATTLE CENTRAL COMMUNITY COLLEGE'S ANNUAL DINNER.
SEATTLE PUBLIC SCHOOLS MS-32-156
PO BOX 34165	SEATTLE	WA	981241165	916001541	501(C)(3)	40000	FMV	COLLEGE BOUND SCHOLARSHIP COUNSELOR ON SPECIAL ASSIGNMENT.
SECOND HELPINGS INC
1121 SOUTHEASTERN AVE	INDIANAPOLIS	IN	46202	351484281	501(C)(3)	7200	FMV	CULINARY JOB TRAINING PROGRAM.
SITTING BULL COLLEGE
9299 HWY 24	FORT YATES	ND	58538	237373765	501(C)(3)	25000	FMV	FINANCIAL EDUCATION EMPOWERMENT TEAM (F.E.E.T.).
SOUTH PUGET SOUND COMMUNITY COLLEGE FOUNDATION
2011 MOTTMAN ROAD SW	OLYMPIA	WA	985126292	911174940	501(C)(3)	32000	FMV	WASHINGTON ASSOCIATION OF COMMUNITY AND TECHNICAL COLLEGE'S 2012 ALL-WASHINGTON ACADEMIC TEAM CEREMONY.
ST MARIA GORETTI PARISH
17102 SPRINGMILL ROAD	WESTFIELD	IN	46074	351950891	501(C)(3)	33720	FMV	FEB 2012 MATCHING 1.
ST VINCENT FOUNDATION
8402 HARCOURT ROAD SUITE 210	INDIANAPOLIS	IN	46260	356088862	501(C)(3)	72291	FMV	PEYTON MANNING CHILDREN'S HOSPITAL AT ST.VINCENT FULL-TIME TEACHER.
STATE HIGHER EDUCATION EXECUTIVE OFFICERS
3035 CENTER GREEN DR SUITE 100	BOULDER	CO	803012205	237167258	501(C)(3)	20000	FMV	THE SHEEO STATE AGENCY WORKSHOP: A PEER-BASED COLLABORATION OPPORTUNITY AT THE 2012 SHEEO HIGHER EDUCATION POLICY CONFERENCE.
STEPPINGSTONE SCHOLARS INC
4112 STATION ST UNIT D	PHILADELPHIA	PA	19127	421612131	501(C)(3)	30000	FMV	STEPPINGSTONE SCHOLARS PROGRAM.
STILL WATERS ADULT DAY CARE
7160 SHADELAND STATION	INDIANAPOLIS	IN	46206	351149228	501(C)(3)	8300	FMV	FEB 2012 MATCHING 3.
STILLMAN COLLEGE
3601 STILLMAN BLVD	TUSCALOOSA	AL	35401	630315935	501(C)(3)	20000	FMV	ACCESS & ATTAINMENT EVENTS.
STUDENT AFRICAN AMERICAN BROTHERHOOD NATIONAL HEADQUARTERS
PO BOX 350842	TOLEDO	OH	43635	760815208	501(C)(3)	25000	FMV	STUDENT AFRICAN AMERICAN BROTHERHOOD (SAAB) NATIONAL CONFERENCE - 2012.
SUNNYSIDE UNIFIED SCHOOL DISTRICT FOUNDATION INC
2238 EAST GINTER ROAD	TUCSON	AZ	85706	866000792	501(C)(3)	50000	FMV	SUNNYSIDE UNIFIED SCHOOL DISTRICT LEARNING COMMUNITY INITIATIVE.
SUSQUEHANNA UNIVERSITY
514 UNIVERSITY AVENUE	SELINSGROVE	PA	17870	231353385	501(C)(3)	28000	FMV	MARCH 2012 MATCHING 1.
THE COLLEGE AND COMMUNITY FELLOWSHIP INC
475 RIVERSIDE DRIVE SUITE 1626	NEW YORK	NY	10115	311720017	501(C)(3)	25000	FMV	ACADEMIC SUPPORT PROGRAM.
THE FUND FOR HOOSIER EXCELLENCE
PO BOX 97	INDIANAPOLIS	IN	46206	351579672	501(C)(3)	50000	FMV	THE FUND FOR HOOSIER EXCELLENCE TWENTY-NINTH ANNUAL SCHOLARSHIP AWARDS BANQUET.
THE INDIANA PARTNERSHIPS CENTER
911 E 86TH STREET SUITE 110	INDIANAPOLIS	IN	46240	352145677	501(C)(3)	20000	FMV	ATTEND AND ACHIEVE: FAMILY, SCHOOL AND COMMUNITY ENGAGEMENT.
THE POSSE FOUNDATION INC
14 WALL STREET SUITE 8A-60	NEW YORK	NY	10005	133840394	501(C)(3)	50000	FMV	COLLEGE ACCESS IN NINE CITIES.
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
300 LAKESIDE DRIVE 7TH FLOOR	OAKLAND	CA	94612	943067788	501(C)(3)	77000	FMV	THE PUENTE PROJECT, 9TH GRADE STUDENT LEADERSHIP CONFERENCES.
THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
433 FRANKLIN BUILDING 3451 WALNUT	PHILADELPHIA	PA	191046205	231352685	501(C)(3)	7500	FMV	FEB 2012 MATCHING 1.	STREET
THURGOOD MARSHALL COLLEGE FUND
80 MAIDEN LANE SUITE 2204	NEW YORK	NY	10038	411750692	501(C)(3)	250000	FMV	TMCF/USA FUNDS SCHOLARSHIP PROGRAM, 12TH ANNUAL LEADERSHIP INSTITUTE AND RECRUITMENT FAIR.
TRAINING INC
333 N PENNSYLVANIA STREET STE 900	INDIANAPOLIS	IN	46204	351682914	501(C)(3)	50000	FMV	PATHWAYS TO SUCCESS.
TULANE UNIVERSITY OFFICE OF THE PRESIDENT
218 GIBSON HALL 6823 ST CHARLES	NEW ORLEANS	LA	70118	720423889	501(C)(3)	25000	FMV	SCHOLARSHIPS.
U S DREAM ACADEMY INC
5950 SYMPHONY WOODS ROAD SUITE 504	COLUMBIA	MD	21044	593514841	501(C)(3)	165000	FMV	11TH ANNUAL POWER OF A DREAM GALA, U.S. DREAM ACADEMY TUTORING AND MENTORING PROGRAM, CREATING A COLLEGE CULTURE.
UNITED FRIENDS OF THE CHILDREN
1055 WILSHIRE BLVD STE 1955	LOS ANGELES	CA	90017	953665186	501(C)(3)	10000	FMV	COLLEGE READINESS PROGRAM.
UNITED NEGRO COLLEGE FUND
3737 N MERIDIAN ST SUITE 203	INDIANAPOLIS	IN	46208	131624241	501(C)(3)	394700	FMV	UNCF/USA FUNDS SCHOLARSHIP PROGRAM, EVP, UNCF/USA FUNDS AFRICAN AMERICAN MALE STUDENT RETENTION AND COLLEGE COMPLETION PROGRAM, 5TH ANNUAL MASKED BALL, UNCF STATEWIDE FUNDRAISING PROGRAM, UNCF MARKETING CAMPAIGN (BUILDING BRAND AWARENESS IN INDIANA), UNCF MASKED BALL FUND-RAISING EVENT.		141826	UNCF GALA
UNITED WAY OF CENTRAL INDIANA INC
3901 N MERIDIAN ST	INDIANAPOLIS	IN	462080409	351007590	501(C)(3)	484004	FMV	2006-2011 UNITED WAY CORPORATE MATCH, EDUCATION SUCCESS PROGRAM (EDUCATION AND TRAINING VOUCHER PROGRAM), COMMUNITY SCHOOL COORDINATION, EARLY READERS CLUB.
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270	HONOLULU	HI	968280270	990085260	501(C)(3)	25000	FMV	UNIVERSITY OF HAWAII AT MANOA FINANCIAL LITERACY PROGRAM.
UNIVERSITY OF MARYLAND EASTERN SHORE
11868 ACADEMIC OVAL	PRINCESS ANNE	MD	21853	526002033	501(C)(3)	50000	FMV	FINANCIAL LITERACY IS PARAMOUNT 4 SUCCESS (FLIPS).
UNIVERSITY OF MICHIGAN
200 FLETCHER ST	ANN ARBOR	MI	481091007	386006309	STATE OF MI	20000	FMV	SCHOLARSHIP FOR A HIGHLY QUALIFIED AFRICAN-AMERICAN MALE LAW SCHOOL STUDENT.
UNIVERSITY OF NEVADA RENO FOUNDATION UNIVERSITY OF NEVADA RENO FOUNDATION
1664 N VIRGINIA ST MAIL STOP 007	RENO	NV	89557	942781749	501(C)(3)	100000	FMV	DEAN'S FUTURE SCHOLARS.
UNIVERSITY OF NOTRE DAME UNIVERSITY RELATIONS
405 MAIN BUILDING	NOTRE DAME	IN	46556	350868188	501(C)(3)	32500	FMV	JAN 2012 MATCHING 3, JOSEPH A. RUSSO SCHOLARSHIP ENDOWMENT FUND, LAW SCHOOL ADVANCEMENT PROGRAMS.
UNIVERSITY OF PENNSYLVANIA
601 FRANKLIN BLDG 3451 WALNUT	PHILADELPHIA	PA	191046205	231352685	501(C)(3)	15000	FMV	NEED-BLIND ADMISSIONS SCHOLARSHIP PROGRAM.	STREET
UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVD	PORTLAND	OR	97203	930401259	501(C)(3)	92500	FMV	RISE FOR SCHOLARSHIPS GALA IN HONOR OF REV. WILLIAM BEAUCHAMP, "REV. E. WILLIAM BEAUCHAMP SCHOLARSHIP FUND", JULY 2012 MATCHING 1, EDUCATIONAL ADVANCEMENT PROGRAMS.
UNIVERSITY OF VIRGINIA COLLEGE FOUNDATION
PO BOX 400807	CHARLOTTESVILLE	VA	229044807	542009312	501(C)(3)	17000	FMV	NEED-BASED SCHOLARSHIP ASSISTANCE.
UNIVERSITY OF WASHINGTON FOUNDATION OFFICE OF MINORITY AFFAIRS & DIVERSITY
320 F MARY GATES HALL BOX 352835	SEATTLE	WA	981952835	943079432	501(C)(3)	10000	FMV	FRIENDS OF THE EDUCATIONAL OPPORTUNITY PROGRAM (EOP) "CELEBRATION".
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE	MADISON	WI	53726	390743975	501(C)(3)	22000	FMV	SCHOLARSHIPS IN THE GRADUATE-ONLY MASTERS OF ACCOUNTING DEGREE FOR STUDENTS WITHOUT AN ACCOUNTING BACKGROUND AND SCHOLARSHIPS WILL RECOGNIZE ACADEMIC EXCELLENCE AND ADDRESS FINANCIAL NEED.
USD 259
201 NORTH WATER	WICHITA	KS	67202	486000351	501(C)(3)	60000	FMV	AVID SECONDARY.
VALENCIA COMMUNITY COLLEGE FOUNDATION INC
190 SOUTH ORANGE AVENUE	ORLANDO	FL	32801	237442785	501(C)(3)	31000	FMV	GROWING AND SUSTAINING THE FINANCIAL LEARNING AMBASSADORS PROGRAM, VALENCIA COLLEGE'S FAFSA FRENZY EVENTS.
WISHARD FOUNDATION
1001 W 10TH ST	INDIANAPOLIS	IN	46202	311132066	501(C)(3)	30000	FMV	2012 GEORGE H. RAWLS, M.D. SCHOLARSHIP RECEPTION.
YMCA OF GREATER INDIANAPOLIS - URBAN MISSION BRANCH
615 N ALABAMA ST SUITE 200	INDIANAPOLIS	IN	46204	350868211	501(C)(3)	100000	FMV	YMCA COLLEGE READINESS & ACCESS INITIATIVE.
YOUTH ENTREPRENEURS OF KANSAS
4111 E 37TH STREET N STE D101	WICHITA	KS	67225	481187886	501(C)(3)	75000	FMV	SUPPORT FOR YOUTH ENTREPRENEURS HIGHER EDUCATION CURRICULUM MODULE AND YE ACADEMY.

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	158	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	8	36527
FASFAA COMPLETION HELP	10000	287500

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: USA FUNDS' GRANT-MAKING IS LIMITED TO THE 50 U.S. STATES AND THE DISTRICT OF COLUMBIA. USA FUNDS MONITORS THE USE OF GRANT FUNDS BY REQUIRING THE GRANTEE TO SEND IN A FINAL ACCOUNTING REPORT DESCRIBING HOW THE FUNDS WERE USED. THIS REPORT WILL INCLUDE ACTUAL EXPENSES THAT WOULD BE COMPARED TO THE BUDGET SENT IN WITH THE ORIGINAL GRANT REQUEST. IN ADDITION, PROGRAM OFFICERS PERFORM SITE VISITS OR ATTEND EVENTS THAT USA FUNDS HAS SPONSORED.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
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	1	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	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)

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
CARL DALSTROM
411430	0	170900	0	41455	0	167760	0	18457	0	810002	0	0	0
STEPHEN HAM
214630	0	84500	0	24294	0	44556	0	20457	0	388437	0	0	0
DAVID BOODT
196098	0	79300	0	32066	0	41481	0	22476	0	371421	0	0	0
DENISE FESER
187026	0	76400	0	34007	0	40446	0	8574	0	346453	0	0	0
GREGORY AYERS
171671	0	67200	0	23061	0	34341	0	20968	0	317241	0	0	0
TERRY MUILENBURG
205808	0	82500	0	30036	0	44622	0	24838	0	387804	0	0	0
ROBERT BALLARD
179026	0	74200	0	34210	0	40026	0	18365	0	345827	0	0	0
DEBORAH MCCLOUD
133663	0	32127	0	23607	0	25096	0	16935	0	231428	0	0	0
HENRY L FERNANDEZ
126789	0	31102	0	23613	0	24596	0	18583	0	224683	0	0	0
MILAN D TESANOVICH
122776	0	24522	0	54193	0	6126	0	16935	0	224552	0	0	0
DAVID C LONG
148119	0	22452	0	11601	0	5863	0	20968	0	209003	0	0	0
KAREN L DEVILLA
97358	26132	0	22877	17077	7349	14972	7453	17127	5709	146534	69520	0	0
ANNE H CALVERT
109907	0	28880	0	17863	0	20316	0	15083	0	192049	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
PART I, LINE 1A	FIRST CLASS TRAVEL - FIRST CLASS TRAVEL IS APPROVED FOR TRUSTEES IF THE FLIGHT IS MORE THAN 2 HOURS IN DURATION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. SUCH EXCEPTION, DUE TO A MEDICAL CONDITION, HAS BEEN APPROVED FOR CARL DALSTRAM, CEO BY THE BOARD CHAIR. FIRST CLASS TRAVEL IS APPROVED FOR EMPLOYEES, AT THE DISCRETION OF THE CEO, IF THEY TRAVEL FREQUENTLY AS PART OF THEIR POSITION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. SR. VP & CFO STEVE HAM HAS BEEN APPROVED BY THE CEO FOR ONE CLASS UPGRADE, WHICH MAY RESULT IN FIRST CLASS TRAVEL, DUE TO A MEDICAL CONDITION. PART I, LINE 1A: HEALTH OR SOCIAL CLUB DUES - USA FUNDS, INC. MAY REIMBURSE EACH EMPLOYEE UP TO A MAXIMUM OF $250 PER CALENDAR YEAR FOR THE COST OF (I) EXERCISE EQUIPMENT PURCHASED DURING THE APPLICABLE CALENDAR YEAR AND/OR (II) A HEALTH OR FITNESS CLUB MEMBERSHIP. ALL REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE.
PART I, LINE 4B	SUCH A PLAN EXISTS FOR THE CEO OF USA FUNDS. NO PAYMENT HAS BEEN MADE UNDER THE PLAN.
PART I, LINE 7	ALL OFFICERS AND ALL EMPLOYEES OF THE COMPANY PARTICIPATE IN THE "EMPLOYEE INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTE OF THE BOARD OF TRUSTEES, AND INDIVIDUAL PERFORMANCE. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION.

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

Name Of Interested Business NameOfInterestedBusiness

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF PORTLAND	BusinessNameLine1

Field	Value	IRS element (for citing)
Relationship With Organization	SEE PART V	RelationshipWithOrganization
Type Of Assistance	SEE PART V	TypeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	GRIGSBY & ASSOCIATES	BusinessNameLine1

Field	Value	IRS element (for citing)
Relationship	BOARD MEMBER	Relationship
Amount Of Transaction	25948	AmountOfTransaction
Description Of Transaction	SEE PART V	DescriptionOfTransaction
Sharing Of Revenues	0	SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

ExplanationExplanation

SCH L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS:(A) NAME OF PERSON: UNIVERSITY OF PORTLAND(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: REV. WILLIAM BEAUCHAMP IS A BOARD MEMBER OF UNITED STUDENT AID FUNDS, INC. AND IS PRESIDENT OF THE UNIVERSITY OF PORTLAND(C) AMOUNT OF GRANT $ 92,500(C) TYPE OF ASSISTANCE: SCHOLARSHIP FUND -UNITED STUDENT AID FUNDS, INC. PROVIDES GRANTS OF $92,500 TO THE UNIVERSITY OF PORTLAND FOR EDUCATIONAL PURPOSES. REV. BEAUCHAMP RECEIVED NO PERSONAL BENEFIT FROM THE GRANTS.

SCHEDULE L, PART IV, COLUMN B, LINE 1 - MARSHALL GRIGSBY, A BOARD MEMBER OF UNITED STUDENT AID FUNDS, INC., IS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GRIGSBY & ASSOCIATES, LLC, A CONSULTING FIRM THAT SPECIALIZES IN EDUCATION POLICY ISSUES AND THE LEGISLATIVE PROCESS.SCHEDULE L, PART IV, COLUMN D, LINE 1 - MARSHALL GRIGSBY, IN HIS CAPACITY AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GRIGSBY & ASSOCIATES, LLC RENDERED CONSULTING SERVICES TO THE CORPORATION AND ITS AFFLIATES DURING THE YEAR.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6	AS A DELAWARE NON-PROFIT ORGANIZATION, THIS CORPORATION HAS INDIVIDUALS AS ITS MEMBERS THAT SERVE AS ITS BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11	ONCE THE FORM 990 IS PREPARED BY THE COMPANY, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE AUDIT COMMITTEE HAS COMPLETED THEIR REVIEW, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FULL BOARD IN ADVANCE OF THE FORM BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL EMPLOYEES. THE PURPOSE OF THE QUESTIONNAIRE IS TO SOLICIT INFORMATION ABOUT RELATIONSHIPS THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT DISCLOSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SET FORTH IN THE APPROVED CONFLICTS OF INTEREST POLICY FOR TRUSTEES. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES OR THE AUDIT COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE CHAIR OF THE AUDIT COMMITTEE, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING THE CONFLICT SHALL LEAVE THE ROOM IN WHICH THE MEETING IS HELD AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. A BOARD MEMBER SHALL ADVISE THE CHAIR OF THE AUDIT COMMITTEE AND THE CORPORATE SECRETARY IN WRITING OF ANY POTENTIAL CONFLICTS OF INTEREST WHICH ARISE AFTER SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION DETERMINATIONS OF USA FUNDS' CEO AND THE OTHER OFFICERS ARE MADE BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEE WHOSE MEMBERS HAVE NO CONFLICT OF INTEREST WITHIN THE MEANING OF TREAS. REG. 53.4958-6(C)(1)(III). THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY, AND WITH COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO AND ALL OTHER OFFICERS, AND DETERMINES IN ADVANCE THE REASONABLENESS OF COMPENSATION PAID TO AND BENEFITS PROVIDED TO SUCH INDIVIDUALS. AS PART OF THE ANNUAL PERFORMANCE EVALUATION, THE COMPENSATION COMMITTEE SOLICITS THE VIEWS OF THE CHAIRS OF THE OTHER BOARD COMMITTEES. THE DETERMINATIONS MADE AND THE BASIS OF SUCH DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITTEN MINUTES. FINAL DETERMINATIONS ARE REPORTED TO THE FULL BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST.
FORM 990, PART VII:	CARL DALSTROM - 3 HOURS STEPHEN HAM - 4 HOURS DAVID BOODT - 8 HOURS JONI ANDERSON - 8 HOURS IKE BATALIS - 1 HOUR REV. WILLIAM BEAUCHAMP - 1 HOUR TERRY MUILENBURG - 2 HOURS DENISE FESER - 6 HOURS ROBERT BALLARD - 5 HOURS GREGORY AYERS - 2 HOURS DEBORAH MCCLOUD - 4 HOURS ANNE CALVERT - 4 HOURS	AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS DURING THE YEAR :
FORM 990, PART XI, LINE 5:	NET UNREALIZED GAINS ON INVESTMENTS: 45,940,210. NET ACTUARIAL LOSS RELATED TO EMPLOYEE BENEFIT PLANS 350,650. TOTAL TO FORM 990, PART XI, LINE 5: 46,290,860.	CHANGES IN NET ASSETS OR FUND BALANCES:

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	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
NORTHWEST EDUCATION LOAN ASSOCIATION
PO BOX 6028	INDIANAPOLIS	IN	462066028	911068278	STUDENT LOAN GUARANTOR	WA	501(C)(3)	9	USA FUNDS	1
SECONDARY MARKET SERVICES - HAWAII
PO BOX 6028	INDIANAPOLIS	IN	462066028	351876688	STUDENT LOAN SECONDARY MARKET	HI	501(C)(3)	11A, I	USA FUNDS	1

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	1	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	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
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	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
NORTHWEST EDUCATION LOAN ASSOCIATION
B	143750	FMV
NORTHWEST EDUCATION LOAN ASSOCIATION
K	313707	FMV
NORTHWEST EDUCATION LOAN ASSOCIATION
P	257928	COST REIMBURSEMENT
SECONDARY MARKET SERVICES CORP - HAWAII
A	178140	FMV
SECONDARY MARKET SERVICES CORP - HAWAII
K	184502	FMV
SECONDARY MARKET SERVICES CORP - HAWAII
P	634990	COST REIMBURSEMENT