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METROPOLITAN STATE UNIVERSITY FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
METROPOLITAN STATE UNIVERSITY FOUNDATION (EIN 23-7296162)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201211369349306761
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2012-05-15T16:16:50-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILKERSON GUTHMANN & JOHNSON LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line155 EAST FIFTH STREET SUITE 1300AddressLine1
CityST PAULCity
StateMNState
ZIP Code551011790ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237296162EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMETRNameControl
Phone6517931802Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STREETAddressLine1
CityST PAULCity
StateMNState
ZIP Code551065000ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDUANE OSTLUNDName
TitleBOARD VICE CHAIRTitle
Phone6517931802Phone
Date Signed2012-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT J GEORGESName
Phone6512221801Phone
Date Prepared2012-05-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDUANE OSTLUNDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STREETAddressLine1
CityST PAULCity
StateMNState
ZIP Code551065000ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1593019GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.METROSTATE.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1972YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionTO GENERATE PUBLIC AND PRIVATE SUPPORT AND AWARENESS FOR METROPOLITAN STATE UNIVERSITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers275TotalNbrVolunteers
Total Gross UBI3030TotalGrossUBI
Net Unrelated Business Txbl Income2030NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year866608ContributionsGrantsPriorYear
Contributions Grants Current Year1436365ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year141099InvestmentIncomePriorYear
Investment Income Current Year125894InvestmentIncomeCurrentYear
Other Revenue Prior Year4969OtherRevenuePriorYear
Other Revenue Current Year14423OtherRevenueCurrentYear
Total Revenue Prior Year1012676TotalRevenuePriorYear
Total Revenue Current Year1576682TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year705455GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY689505GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year6000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year167658TotalFundrsngExpCurrentYear
Other Expense Prior Year276874OtherExpensePriorYear
Other Expenses Current Year232466OtherExpensesCurrentYear
Total Expenses Prior Year988329TotalExpensesPriorYear
Total Expenses Current Year921971TotalExpensesCurrentYear
Revenues Less Expenses Prior Year24347RevenuesLessExpensesPriorYear
Revenues Less Expenses CY654711RevenuesLessExpensesCY
Total Assets BOY4687225TotalAssetsBOY
Total Assets EOY5482626TotalAssetsEOY
Total Liabilities BOY293843TotalLiabilitiesBOY
Total Liabilities EOY175725TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4393382NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5306901NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense399518Expense
Grants399518Grants
DescriptionTO 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 TRAVELERS 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 GORDON PARKS GALLERY WHICH INTRODUCES AT-RISK STUDENTS AND STUDENTS OF COLOR TO VARIOUS FORMS OF VISUAL ART.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense287787Expense
Grants287787Grants
DescriptionTO PROVIDE SUPPORT TO STUDENTS WITH FINANCIAL NEED THROUGH THE FOUNDATION'S PRIVATELY FUNDED SCHOLARSHIP PROGRAM. APPROXIMATELY 112 SCHOLARSHIPS WERE AWARDED THIS YEAR.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense14595Expense
Grants2200Grants
DescriptionTHE 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

FieldValueIRS element (for citing)
Expense12645Expense
DescriptionTO PROVIDE SUPPORT TO OPERATE THE FOUNDATION INCLUDING FUNDRAISING SUPPORT, FINANCIAL STATEMENT PREPARATION AND DISCRETIONARY FUNDS TO ASSIST THE UNIVERSITY IN MEETING OBLIGATIONS.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp12645TotalOfOtherProgramServiceExp
Total Program Service Expense714545TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10966NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DEBRA VOSBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6517931802TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 EAST SEVENTH STREETAddressLine1
CitySAINT PAULCity
StateMNState
ZIP Code551065000ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
KRISTEN AMUNDSON
TRUSTEE0.30X000
KATHY BURNHAM
TRUSTEE0.30X000
JOHN HARRINGTON
TRUSTEE0.30X000
HOWARD ORENSTEIN
TRUSTEE0.30X000
JOHN OWENS
TRUSTEE0.30X000
VIJAY SOOD
TRUSTEE0.30X000
DAVID SPARBY
TRUSTEE0.30X000
BEV TURNER
TRUSTEE0.30X000
MAY SHOUA MOUA
TRUSTEE0.30X000
MIKE PARRISH
TRUSTEE0.30X000
JOHN VEGAS
TRUSTEE0.50X000
ROBERT HUERMANN
OFFICER40.0001179180X
BRIAN ENRIGHT
BOARD CHAIR0.50000X
JOSEPH ELLIS
VICE CHAIR0.50000X
STEPHEN KEATING
TREASURER0.50000X
DUANE OSTLUND
VICE CHAIR0.50000X
DALE PERRY
VICE CHAIR0.50000X
SAMUEL VERDEJA
VICE CHAIR0.50000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs117918TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions1436365AllOtherContributions
Noncash Contributions373950NoncashContributions
Total Contributions1436365TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column125894TotalRevenueColumn
Exclusion$125,894ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events20923GrossIncomeFundraisingEvents
Fundraising Direct Expenses16337FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column4586TotalRevenueColumn
Exclusion$4,586ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
ALUMNI ASSOCIATION ROY9000046807$6,807
ALUMNI ASSOCIATION COM90009930303030
FieldValueIRS element (for citing)
Total Other Revenue9837TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1576682TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue3030UnrelatedBusinessRevenue
Exclusion$137,287ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total401718Total
Program Services401718ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total287787Total
Program Services287787ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total23745Total
Management And General23745ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total116Total
Management And General116ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total10795Total
Program Services4083ProgramServices
Fundraising6712Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9202Total
Management And General9202ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2028Total
Management And General2028ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraising
UBIT845845
DEVELOPMENT STAFF SUPPO117322117322
FUNDRAISING EVENTS & PU3342133421
OTHER ALUMNI ASSOCIATIO1299374675526
PROGRAM CULTIVATION/ DE1149511495

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total10504Total
Program Services1150ProgramServices
Management And General4677ManagementAndGeneral
Fundraising4677Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total921971Total
Program Services714545ProgramServices
Management And General39768ManagementAndGeneral
Fundraising167658Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY340157BOY
EOY347334EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1723674BOY
EOY1674675EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY291811BOY
EOY532525EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1944009BOY
EOY2559441EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY383633BOY
EOY363060EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3941BOY
EOY5591EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4687225BOY
EOY5482626EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY255137BOY
EOY121559EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
EOY332EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY38706BOY
EOY53834EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY293843BOY
EOY175725EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY343426BOY
EOY352997EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1694031BOY
EOY2543707EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2355925BOY
EOY2410197EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4393382BOY
EOY5306901EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4687225BOY
EOY5482626EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses654711ReconcilationRevenueExpenses
Reconcilation Other Changes258808ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1459459CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1193060CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1254448CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year866608CurrentTaxYearMinus1Year
Current Tax Year1436365CurrentTaxYear
Total6209940Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1459459CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1193060CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1254448CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year866608CurrentTaxYearMinus1Year
Current Tax Year1436365CurrentTaxYear
Total6209940Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2119050AmountsSubstContributorsTotal
Public Support Total1704090890PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years120913CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years165208CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years169901CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year141099CurrentTaxYearMinus1Year
Current Tax Year125894CurrentTaxYear
Total723015Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year4013CurrentTaxYearMinus1Year
Current Tax Year3030CurrentTaxYear
Total7043Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year956CurrentTaxYearMinus1Year
Current Tax Year11393CurrentTaxYear
Total12349Total
FieldValueIRS element (for citing)
Total Support6952347TotalSupport
Gross Receipts From Admissions Etc111518GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.58840PublicSupportPertcentage170
Public Support Pertcent Prior Year0.63430PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2605180BeginningOfYearBalance
Contributions54938Contributions
Investment Earnings Or Losses296014InvestmentEarningsOrLosses
Grants Or Scholarships75788GrantsOrScholarships
Other Expenditures666OtherExpenditures
End Of Year Balance2879678EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2410484BeginningOfYearBalance
Contributions61282Contributions
Investment Earnings Or Losses194548InvestmentEarningsOrLosses
Grants Or Scholarships46045GrantsOrScholarships
Other Expenditures15089OtherExpenditures
End Of Year Balance2605180EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2274563BeginningOfYearBalance
Contributions317763Contributions
Investment Earnings Or Losses-147239InvestmentEarningsOrLosses
Grants Or Scholarships31545GrantsOrScholarships
Other Expenditures3058OtherExpenditures
End Of Year Balance2410484EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.84000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.16000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionEATON VANCE ENHANCED MUTUAL FUNDDescription
Book Value363060BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities363060TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionSCHOLARSHIPS PAYABLEDescription
Amount$53,834Amount
FieldValueIRS element (for citing)
Total Of Amounts53834TotalOfAmounts
Total Revenue1576682TotalRevenue
Total Expenses921971TotalExpenses
Excess Or Deficit For Year654711ExcessOrDeficitForYear
Net Unrealized GL On Investments195476NetUnrealizedGLOnInvestments
Prior Period Adjustments63332PriorPeriodAdjustments
Total Adjustments258808TotalAdjustments
Excess Or Deficit Per FS913519ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1772158TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments195476NetUnrealizedGainsInvestments
Revenue Not Rptd F990195476RevenueNotRptdF990
Revenue Subtotal1576682RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901576682TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt921971TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal921971ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990921971TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:FISCAL AGENCY PAYABLE AS OF 06/30/2011 WAS $332.
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 2007-2009 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

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event115312GrossReceiptsEvent1
Gross Revenue Event115312GrossRevenueEvent1
Other Direct Expenses Event110031OtherDirectExpensesEvent1
Name Of Event2MOTOCYCLE RIDENameOfEvent2
Gross Receipts Event21611GrossReceiptsEvent2
Gross Revenue Event21611GrossRevenueEvent2
Other Direct Expenses Event2826OtherDirectExpensesEvent2
Total Number Of Other Events2TotalNumberOfOtherEvents
Gross Receipts Other Events4000GrossReceiptsOtherEvents
Gross Revenue Other Events4000GrossRevenueOtherEvents
Other Direct Expenses Other Events5480OtherDirectExpensesOtherEvents
Gross Receipts Total20923GrossReceiptsTotal
Gross Revenue Total Events20923GrossRevenueTotalEvents
Other Direct Expenses Total Events16337OtherDirectExpensesTotalEvents
Direct Expense Summary Events16337DirectExpenseSummaryEvents
Net Income Summary4586NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1METRO STATE UNIVERSITYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 EAST 7TH STREETAddressLine1
CitySAINT PAULCity
StateMNState
ZIP Code55106ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient416007162EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant399518AmountOfCashGrant
Purpose Of GrantTO SUPPORT THE UNIVERSITY (SEE PROGRAM STATEMENT THREE)PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPS FOR INDIVIDUALS ATTENDING METRO STATE UNIVERSITYTypeOfGrant
Number Of Recipients112NumberOfRecipients
Amount Of Cash Grant287787AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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 M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9902675NoncashContribsRptdF990
Method Of Determining RevenuesDETERMINED BY DONORMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9902500NoncashContribsRptdF990
Method Of Determining RevenuesDETERMINED BY DONORMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9904938NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XOTHER32431DETERMINED BY DONOR
XDENTAL EQUIPMENTS1361406DETERMINED BY DONOR
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PRESENTED TO THE FOUNDATION BOARD'S GOVERNING BODY (THE EXECUTIVE COMMITTEE) FOR REVIEW. THE EXECUTIVE 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.
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 B, LINE 12C
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 195,476. PRIOR PERIOD ADJUSTMENTS: 63,332. TOTAL TO FORM 990, PART XI, LINE 5: 258,808.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1METROPOLITAN STATE UNIVERSITYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 EAST 7TH STREETAddressLine1
CitySAINT PAULCity
StateMNState
ZIP Code55106ZIPCode
FieldValueIRS element (for citing)
EIN416007162EIN
Primary ActivitiesEDUCATIONPrimaryActivities
Legal Domicile StateMNLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status170(B)(1)(A)(II)PublicCharityStatus
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
METROPOLITAN STATE UNIVERSITY
B687305
METROPOLITAN STATE UNIVERSITY
K167658
METROPOLITAN STATE UNIVERSITY
M22500
METROPOLITAN STATE UNIVERSITY
N381500