2013-11-14T15:43:58-06:00 2013-06-30 410996210 WILKERSON GUTHMANN & JOHNSON LTD 55 EAST FIFTH STREET SUITE 1300 ST PAUL MN 551011790 990 2012-07-01 237296162 METROPOLITAN STATE UNIVERSITY FOUNDATION METR 6517931802 700 EAST SEVENTH STREET ST PAUL MN 551065000 MIKE PARRISH 6517931802 2013-11-14 1 ROBERT J GEORGES P01209197 6512221801 2013-11-14 2012 2016-02-25 16:41:14Z MIKE PARRISH 700 EAST SEVENTH STREET ST PAUL MN 551065000 1508165 0 X WWW.METROSTATE.EDU X 1972 MN TO GENERATE PUBLIC AND PRIVATE SUPPORT AND AWARENESS FOR METROPOLITAN STATE UNIVERSITY. 15 15 0 275 2162 1162 853508 455786 0 0 126774 110674 10533 19415 990815 585875 1061516 882888 0 0 0 0 0 3380 152503 280584 238545 1342100 1124813 -351285 -538938 4899208 4934935 130928 557069 4768280 4377866 X 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. 0 0 654633 654633 TO PROVIDE SUPPORT TO THE VARIOUS UNIVERSITY ACADEMIC PROGRAMS AND SPECIAL INITIATIVES, ENABLING THE FURTHER STRENGTHENING OF THESE PROGRAMS. SIGNIFICANT PROGRAMS DEVELOPED AND ASSISTED WERE THE PATHWAYS 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 DAVID BARTON MEMORIAL GARDEN AND LABYRINTH, WHICH AS AN EXTENSION OF LIBRARY PROGRAMMING PROVIDES A REFLECITVE ENVIRONMENT FOR METRO STATE UNIVERSITY STAFF, STUDENTS, AND SURROUNDING COMMUNITY. 226055 226055 TO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THE FOUNDATION'S PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 105 SCHOLARSHIPS WERE AWARDED THIS YEAR. 19498 2200 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. 28839 TO PROVIDE SUPPORT TO OPERATE THE FOUNDATION INCLUDING FUNDRAISING SUPPORT, FINANCIAL STATEMENT PREPARATION AND DISCRETIONARY FUNDS TO ASSIST THE UNIVERSITY IN MEETING OBLIGATIONS. 28839 929025 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 1 1 0 0 0 0 1 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X X DEBRA VOS 6517931802 700 EAST SEVENTH STREET SAINT PAUL MN 551065000 NATE HARTLE 0.10 X 0 0 0 JOSEPH ELLIS 0.10 X 0 0 0 KAREEN ECKLUND 0.10 X 0 0 0 SAMUEL ORTIZ VERDEJA 0.10 X 0 0 0 JOHN HARRINGTON 0.10 X 0 0 0 MAY SHOUA MOUA 0.30 X 0 0 0 JOHN VEGAS 0.50 X X 0 0 0 DAWN CAMPBELL 0.30 X 0 0 0 CHIA-YIN LO 0.10 X 0 0 0 JOSEPH NEUBERGER 0.10 X 0 0 0 WILLIAM KAPHING 0.30 X 0 0 0 CRAIG VINJE 1.00 X 0 0 0 RICHARD SMITH 0.50 X 0 0 0 MIKE PARRISH 0.50 X 0 0 0 JESSE BETHKE GOMEZ 40.00 X 0 117246 13659 0 117246 13659 0 0 0 0 0 563 455223 660 455786 107529 107529 917511 914366 3145 3145 3145 14241 563 7924 6317 6317 ALUMNI ASSN ROYALTIES 900004 10936 10936 ALUMNI ASSN COMMISSION 900099 2162 2162 13098 585875 0 2162 127927 654633 654633 228255 228255 21525 21525 5564 5564 3380 3380 9362 9362 2032 2032 DEVELOPMENT STAFF SUPPO 111001 111001 MISCELLANEOUS 31026 23700 3663 3663 FUNDRAISING EVENTS & PU 28996 28996 OTHER ALUMNI ASSOCIATIO 17298 12974 4324 11741 9463 1139 1139 1124813 929025 43285 152503 203878 707424 1170607 852138 207801 137545 2904 2996219 2901704 320703 333220 4899208 4934935 48347 546231 355 355 82226 10483 130928 557069 X 330120 355848 2009386 1578030 2428774 2443988 4768280 4377866 4899208 4934935 -538938 148524 0 X X 0 1 X 1 0 X 1254448 866608 1436365 853508 455786 4866715 1254448 866608 1436365 853508 455786 4866715 1954574 2912141 169901 141099 125894 51219 107529 595642 4013 3030 1733 2162 10938 956 11393 12349 5485644 0.53090 0.58360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2754727 15214 206251 105600 2870592 2879678 19577 -79213 64315 1000 2754727 2605180 54938 296014 75788 666 2879678 2410484 61282 194548 46045 15089 2605180 2274563 317763 -147239 31545 3058 2410484 0.85100 0.14900 0 0 0 OTHER INVESTMENTS 333220 F 333220 SCHOLARSHIPS PAYABLE 10483 10483 X 1452221 148524 717822 866346 585875 0 585875 1842635 717822 717822 1124813 0 1124813 PART IV, LINE 2B: FISCAL AGENCY PAYABLE AS OF 06/30/2013 WAS $354. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR STUDENT SCHOLARSHIPS AND ACADEMIC PROGRAM SUPPORT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION'S FEDERAL AND STATE FILINGS FOR 2009-2011 ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. 1 METROPOLITAN STATE UNIVERSITY 700 EAST 7TH STREET SAINT PAUL MN 55106 416007162 501(C)(3) 654633 TO SUPPORT THE UNIVERSITY (SEE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS) SCHOLARSHIPS FOR INDIVIDUALS ATTENDING METROPOLITAN STATE UNIVERSITY 105 228255 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. FORM 990, PART VI, SECTION A, LINE 4 ORGANIZATION AMENDED AND RESTATED BY-LAWS AS OF DECEMBER 11, 2012. 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 XII, LINE 2C: THE OVERSIGHT PROCESS OR SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR. METROPOLITAN STATE UNIVERSITY 700 EAST 7TH STREET SAINT PAUL MN 55106 416007162 EDUCATION MN 501(C)(3) 170(B)(1)(A)(II) 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 METROPOLITAN STATE UNIVERSITY B 880688 CASH METROPOLITAN STATE UNIVERSITY L 152503 CASH METROPOLITAN STATE UNIVERSITY N 165651 CALCULATED/STATE GUIDELINES METROPOLITAN STATE UNIVERSITY O 552171 CASH METROPOLITAN STATE UNIVERSITY C 717822 SALARY AMOUNT/STATE GUIDELINES