METROPOLITAN STATE UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- METROPOLITAN STATE UNIVERSITY FOUNDATION (EIN 23-7296162)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201341349349307254
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T16:40:06-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410996210 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKERSON GUTHMANN & JOHNSON LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST FIFTH STREET SUITE 1300 | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551011790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237296162 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METR | NameControl |
| Phone | 6517931802 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST SEVENTH STREET | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551065000 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DUANE OSTLUND | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 6517931802 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J GEORGES | Name |
| PTIN | P01209197 | PTIN |
| Phone | 6512221801 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| 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 | DEBRA VOS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST SEVENTH STREET | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551065000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2245872 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.METROSTATE.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO GENERATE PUBLIC AND PRIVATE SUPPORT AND AWARENESS FOR METROPOLITAN STATE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 275 | TotalNbrVolunteers |
| Total Gross UBI | 1733 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 733 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1436365 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 853508 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 125894 | InvestmentIncomePriorYear |
| Investment Income Current Year | 126774 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14423 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10533 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1576682 | TotalRevenuePriorYear |
| Total Revenue Current Year | 990815 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 689505 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1061516 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 174621 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 232466 | OtherExpensePriorYear |
| Other Expenses Current Year | 280584 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 921971 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1342100 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 654711 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -351285 | RevenuesLessExpensesCY |
| Total Assets BOY | 5482626 | TotalAssetsBOY |
| Total Assets EOY | 4899208 | TotalAssetsEOY |
| Total Liabilities BOY | 175725 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 130928 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5306901 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4768280 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO GENERATE MAXIMUM PUBLIC AWARENESS, GOVERNMENTAL AND PRIVATE SUPPORT FOR METROPOLITAN STATE UNIVERSITY, AND TO ASSIST THE UNIVERSITY IN ITS DEVELOPMENT AS A COMPREHENSIVE URBAN UNIVERSITY IN THE TWIN CITIES METROPOLITAN AREA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 805541 | Expense |
| Grants | 805541 | Grants |
| Description | TO PROVIDE SUPPORT TO THE VARIOUS UNIVERSITY ACADEMIC PROGRAMS ANDSPECIAL INITIATIVES, ENABLING THE FURTHER STRENGTHENING OF THESEPROGRAMS. SIGNIFICANT PROGRAMS DEVELOPED AND ASSISTED WERE THEPATHWAYS PROGRAM, WHICH PROVIDES CAREER SUPPORT FOR STUDENTS WITH AN INTEREST IN THE INSURANCE INDUSTRY, THE ADVANCED DENTAL THERAPIST PROGRAM, WHICH TRAINS STUDENTS TO PROVIDE DENTAL CARE TO THOSE POPULATIONS WITH LIMITED INCOME AND ACCESS, AND THE GORDON PARKS GALLERY WHICH INTRODUCES AT-RISK STUDENTS AND STUDENTS OF COLOR TO VARIOUS FORMS OF VISUAL ART. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 253775 | Expense |
| Grants | 253775 | Grants |
| Description | TO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THEFOUNDATIONS PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 105 SCHOLARSHIPS WERE AWARDED THIS YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15392 | Expense |
| Grants | 2200 | Grants |
| Description | THE ALLUMNI ASSOCIATION IS TO GENERATE MAXIMUM PUBLIC AWARENESS FOR THE UNIVERSITY, TO RECOGNIZE THE ACCOMPLISHMENTS AND CONTRIBUTIONS OF ALUMNI AND FACULTY, INSPIRE PROSPECTIVE STUDENTS TO ATTEND THE UNIVERSITY, COLLABORATE WITH THE UNIVERSITY IN ITS EFFORT TO BUILD RELATIONSHIPS WITH ALUMNI AND CONSTITUENCY, AND HELP STUDENTS FOSTER A LIFELONG RELATIONSHIP WITH THE UNIVERSITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52380 | Expense |
| Description | TO PROVIDE SUPPORT TO OPERATE THE FOUNDATION INCLUDING FUNDRAISING SUPPORT, FINANCIAL STATEMENT PREPARATION AND DISCRETIONARY FUNDS TO ASSIST THE UNIVERSITY IN MEETING OBLIGATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 52380 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1127088 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 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 | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA VOS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6517931802 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST SEVENTH STREET | AddressLine1 |
| City | SAINT PAUL | City |
| State | MN | State |
| ZIP Code | 551065000 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CRAIG VINJE | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| JOHN HARRINGTON | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| DAVID SPARBY | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| MAY SHOUA MOUA | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| MIKE PARRISH | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| JOHN VEGAS | ||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | X |
| DAWN CAMPBELL | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| BASHA SHAIK | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| CHIA-YIN LO | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| JOSEPH NEUBERGER | ||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |
| BRIAN ENRIGHT | ||||||
| BOARD CHAIR | 0.50 | 0 | 0 | 0 | X | |
| JOSEPH ELLIS | ||||||
| VICE CHAIR | 0.50 | 0 | 0 | 0 | X | |
| DUANE OSTLUND | ||||||
| TREASURER | 0.50 | 0 | 0 | 0 | X | |
| DALE PERRY | ||||||
| VICE CHAIR | 0.50 | 0 | 0 | 0 | X | |
| SAMUEL ORTIZ VERDEJA | ||||||
| VICE CHAIR | 0.50 | 0 | 0 | 0 | X | |
| JESSE BETHKE | ||||||
| OFFICER | 40.00 | 0 | 117246 | 0 | X | |
| ROBERT H HEUERMANN | ||||||
| OFFICER | 40.00 | 0 | 25790 | 0 | X | |
| DEBRA D VOS | ||||||
| INTERIM OFFICER | 40.00 | 0 | 80508 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 223544 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 853508 | AllOtherContributions |
| Noncash Contributions | 960 | NoncashContributions |
| Total Contributions | 853508 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125748 | TotalRevenueColumn |
| Exclusion | $125,748 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1241609 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1240583 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1026 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1026 | TotalRevenueColumn |
| Exclusion | $1,026 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 15284 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 14474 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 810 | TotalRevenueColumn |
| Exclusion | $810 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ALUMNI ASSN ROYALTIES | 900004 | 7990 | $7,990 | |
| ALUMNI ASSN COMMISSION | 900099 | 1733 | 1733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9723 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 990815 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1733 | UnrelatedBusinessRevenue |
| Exclusion | $135,574 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 805541 | Total |
| Program Services | 805541 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255975 | Total |
| Program Services | 255975 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22580 | Total |
| Management And General | 22580 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489 | Total |
| Management And General | 489 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18741 | Total |
| Program Services | 3088 | ProgramServices |
| Fundraising | 15653 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10512 | Total |
| Management And General | 10512 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2028 | Total |
| Management And General | 2028 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| DEVELOPMENT STAFF SUPPO | 120913 | 120913 | ||
| MISCELLANEOUS | 32646 | 4479 | 23688 | 4479 |
| FUNDRAISING EVENTS & PU | 28417 | 28417 | ||
| UNCOLLECTABLE PLEDGES | 17956 | 17956 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26302 | Total |
| Program Services | 20840 | ProgramServices |
| Management And General | 303 | ManagementAndGeneral |
| Fundraising | 5159 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1342100 | Total |
| Program Services | 1127088 | ProgramServices |
| Management And General | 40391 | ManagementAndGeneral |
| Fundraising | 174621 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347334 | BOY |
| EOY | 203878 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1674675 | BOY |
| EOY | 1170607 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532525 | BOY |
| EOY | 207801 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2559441 | BOY |
| EOY | 2996219 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363060 | BOY |
| EOY | 320703 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5591 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5482626 | BOY |
| EOY | 4899208 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121559 | BOY |
| EOY | 48347 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332 | BOY |
| EOY | 355 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53834 | BOY |
| EOY | 82226 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175725 | BOY |
| EOY | 130928 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352997 | BOY |
| EOY | 330120 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2543707 | BOY |
| EOY | 2009386 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2410197 | BOY |
| EOY | 2428774 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5306901 | BOY |
| EOY | 4768280 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5482626 | BOY |
| EOY | 4899208 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -351285 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -187336 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 1193060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1254448 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 866608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1436365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 853508 | CurrentTaxYear |
| Total | 5603989 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1193060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1254448 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 866608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1436365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 853508 | CurrentTaxYear |
| Total | 5603989 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1939702 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3664287 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 169901 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 141099 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 125894 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51219 | CurrentTaxYear |
| Total | 653321 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 4013 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3030 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1733 | CurrentTaxYear |
| Total | 8776 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11393 | CurrentTaxYearMinus1Year |
| Total | 12349 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6278435 | TotalSupport |
| Gross Receipts From Admissions Etc | 53703 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58840 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2879678 | BeginningOfYearBalance |
| Contributions | 19577 | Contributions |
| Investment Earnings Or Losses | -79213 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 64315 | GrantsOrScholarships |
| Other Expenditures | 1000 | OtherExpenditures |
| End Of Year Balance | 2754727 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2605180 | BeginningOfYearBalance |
| Contributions | 54938 | Contributions |
| Investment Earnings Or Losses | 296014 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 75788 | GrantsOrScholarships |
| Other Expenditures | 666 | OtherExpenditures |
| End Of Year Balance | 2879678 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2410484 | BeginningOfYearBalance |
| Contributions | 61282 | Contributions |
| Investment Earnings Or Losses | 194548 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 46045 | GrantsOrScholarships |
| Other Expenditures | 15089 | OtherExpenditures |
| End Of Year Balance | 2605180 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2274563 | BeginningOfYearBalance |
| Contributions | 317763 | Contributions |
| Investment Earnings Or Losses | -147239 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 31545 | GrantsOrScholarships |
| Other Expenditures | 3058 | OtherExpenditures |
| End Of Year Balance | 2410484 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.87000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EATON VANCE ENHANCED MUTUAL FUND | Description |
| Book Value | 320703 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 320703 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHOLARSHIPS PAYABLE | Description |
| Amount | $82,226 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 82226 | TotalOfAmounts |
| Total Revenue | 990815 | TotalRevenue |
| Total Expenses | 1342100 | TotalExpenses |
| Excess Or Deficit For Year | -351285 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -195836 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 8500 | DonatedServicesAndFacilities |
| Total Adjustments | -187336 | TotalAdjustments |
| Excess Or Deficit Per FS | -538621 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 803479 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -195836 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 8500 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -187336 | RevenueNotRptdF990 |
| Revenue Subtotal | 990815 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 990815 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1342100 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1342100 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1342100 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | FISCAL AGENCY PAYABLE AS OF 06/30/2012 WAS $354. | |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR STUDENT SCHOLARSHIPS AND ACADEMIC PROGRAM SUPPORT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION'S FEDERAL AND STATE FILINGS FOR 2008-2010 ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 10784 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 10784 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8236 | OtherDirectExpensesEvent1 |
| Name Of Event2 | RECOGNIZING EXCELLENCE | NameOfEvent2 |
| Gross Receipts Event2 | 4500 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 4500 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6238 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 15284 | GrossReceiptsTotal |
| Gross Revenue Total Events | 15284 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 14474 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 14474 | DirectExpenseSummaryEvents |
| Net Income Summary | 810 | NetIncomeSummary |
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 | METRO STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST 7TH STREET | AddressLine1 |
| City | SAINT PAUL | City |
| State | MN | State |
| ZIP Code | 55106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 416007162 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 457355 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 348186 | AmountOfNonCashAssistance |
| Method Of Valuation | DETERMINED BY DONOR | MethodOfValuation |
| Description Of Non Cash Assistance | DENTAL EQUIPMENT | DescriptionOfNonCashAssistance |
| Purpose Of Grant | TO SUPPORT THE UNIVERSITY (SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS) | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR INDIVIDUALS ATTENDING METRO STATE UNIVERSITY | TypeOfGrant |
| Number Of Recipients | 105 | NumberOfRecipients |
| Amount Of Cash Grant | 255975 | AmountOfCashGrant |
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: STUDENTS APPLY FOR SCHOLARSHIPS USING AN APPLICATION FORM. THIS FORM IS REVIEWED BY SCHOLARSHIP COMMITTEES IN CONJUNCTION WITH INFORMATION FROM THE FINANCIAL AID OFFICE. DOCUMENTATION IS KEPT ON ALL AWARDS MADE INCLUDING RECIPIENT NAME, AMOUNT AND WHICH SCHOLARSHIP WAS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE FOUNDATION'S FINANCE AND AUDIT COMMITTEE FOR REVIEW. THE FINANCE AND AUDIT COMMITTEE IS GIVEN THE OPPORTUNITY TO COMMENT AND IS ULTIMATELY GIVEN THE CHARGE TO APPROVE FOR SUBMISSION ON BEHALF OF THE METROPOLITAN STATE UNIVERSITY FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MANAGEMENT REGULARLY AND CONSISTENTLY MONITORS THIS POLICY WITH CURRENT BOARD MEMBERS. IF A CONFLICT OF INTEREST SITUATION IS IDENTIFIED, PROCEDURES ARE IN PLACE FOR FULL ENFORCEMENT OF COMPLIANCE WITH THE POLICY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -195,836. DONATED SERVICES AND USE OF FACILITIES: 8,500. TOTAL TO FORM 990, PART XI, LINE 5: -187,336. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT PROCESS OR SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST 7TH STREET | AddressLine1 |
| City | SAINT PAUL | City |
| State | MN | State |
| ZIP Code | 55106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416007162 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(II) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | 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 | 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 | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| METROPOLITAN STATE UNIVERSITY | |
| B | 711130 |
| METROPOLITAN STATE UNIVERSITY | |
| K | 174621 |
| METROPOLITAN STATE UNIVERSITY | |
| M | 22500 |
| METROPOLITAN STATE UNIVERSITY | |
| N | 471000 |