SOUTHEAST MISSOURI UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEAST MISSOURI UNIVERSITY (EIN 43-1291797)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201230619349302403
- Schema version
- 2010v3.7
- 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 B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T13:40:30-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431291797 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST MISSOURI UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 5736512175 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLAZA | AddressLine1 |
| City | CAPE GIRARDEAU | City |
| State | MO | State |
| ZIP Code | 63701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY MANGELS | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-02-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3142903300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM P HOLLAND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLAZA | AddressLine1 |
| City | CAPE GIRARDEAU | City |
| State | MO | State |
| ZIP Code | 63701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10507961 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SEMO.EDU/ALUMNI/FOUNDATION.HTM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | ASSIST SOUTHEAST MISSOURI STATE UNIVERSITY IN ITS EDUCATIONAL MISSION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 61 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 53 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 82 | TotalNbrVolunteers |
| Total Gross UBI | 232985 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 41694 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6920323 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3829104 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 633930 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 657746 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 861494 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2536947 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 666729 | OtherRevenuePriorYear |
| Other Revenue Current Year | 624706 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9082476 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7648503 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3411625 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2560320 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 161989 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 160519 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 17185 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1699821 | OtherExpensePriorYear |
| Other Expenses Current Year | 1799521 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5273435 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4520360 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3809041 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3128143 | RevenuesLessExpensesCY |
| Total Assets BOY | 60302949 | TotalAssetsBOY |
| Total Assets EOY | 70620725 | TotalAssetsEOY |
| Total Liabilities BOY | 7940481 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7669989 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 52362468 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62950736 | NetAssetsOrFundBalancesEOY |
| Mission Description | ASSIST SOUTHEAST MISSOURI STATE UNIVERSITY IN ITS EDUCATIONAL MISSION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3703044 | Expense |
| Grants | 2560320 | Grants |
| Revenue | 657746 | Revenue |
| Description | THE FOUNDATION FUNCTIONS AS SOUTHEAST MISSOURI STATE UNIVERSITY'S OFFICIAL GIFT RECEIVING ORGANIZATION WHICH RAISES AND MANAGES RESOURCES TO ADVANCE THE MISSION OF THE UNIVERSITY. FUNDS ARE RECEIVED FROM MANY SOURCES AND BENEFIT A VARIETY OF UNIVERSITY DEPARTMENTS, PROGRAMS AND STUDENT SCHOLARSHIPS. | Description |
| Total Program Service Expense | 3703044 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 61 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 53 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAMELA SANDER | NamePerson |
| Telephone Number | 5736512175 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLAZA | AddressLine1 |
| City | CAPE GIRARDEAU | City |
| State | MO | State |
| ZIP Code | 63701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| STEVEN C BJELICH | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LEWIS BOCK | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| T RONALD HAHS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| REBECCA COOK | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| STANLEY L CRADER | ||||||
| VICE CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X |
| MICHAEL HARRIS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RICHARD DAVIDSON | ||||||
| PRESIDENT | 1.0 | X | 0 | 0 | 0 | X |
| JOSEPH J DOMIAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RICHARD EICHHORST | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| THOMAS HARTE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| SCOTT D GILES | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DOUGLAS GREENE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DWAIN L HAHS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MARSHA HASKELL | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ELEANOR HENRY | ||||||
| DIRECTOR | 1.0 | X | 0 | 100597 | 0 | |
| DANE HUXEL | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DEREK HUDSON | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LAWRENCE R KEM | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JERRY L KINDER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ANN WESTCOAT RITTER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DON LAFERLA | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JAMES P LIMBAUGH | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DENNIS P MARCHI | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LAWRENCE A MARLER JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MICHELLE C MATAVA | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JAMES D MAURER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JON RUST | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ROBERT D MEYER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| TRISHA MOTHERSHEAD | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DENNIS M PAYNE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| FRANCES REDIGER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| HARRY E REDIGER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| WILLIAM W SHAFFER JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MAURICE SANDFORT | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| STEVE SCHNEIDER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ROBERT SHUCK | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| GEORGEANNE SYLER | ||||||
| DIRECTOR | 1.0 | X | 0 | 60799 | 0 | |
| STEVE TAYLOR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LT GENERAL CLYDE A VAUGH | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JAMES W WENTE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JERRY ZIMMER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| BRAD BEDELL | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RAY BESS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| SUSAN BURTON | ||||||
| SECRETARY | 8.0 | X | 0 | 52540 | 0 | X |
| KENNETH W DOBBINS | ||||||
| DIRECTOR | 1.0 | X | 0 | 243545 | 59620 | |
| AMANDA HARDWICK | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| KATHY MANGELS | ||||||
| TREASURER | 8.0 | X | 0 | 149616 | 0 | X |
| BENJAMIN S HOOE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| THOMAS M MEYER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DR RONALD ROSATI | ||||||
| DIRECTOR | 1.0 | X | 0 | 157588 | 20000 | |
| RICHARD KENNARD | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ROBERTA BROEKER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| NANCY BURCHELL | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| WILLIAM DIEPENBRACK JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MIKE KOHLFELD | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DEBRA LINNES | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| CHERYL MOTHES | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JILL YOUNG RICKARD | ||||||
| DIRECTOR | 1.0 | X | 0 | 37774 | 0 | |
| GREG ROLLINS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MIKE SMYTHE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JEFFERY DAVIS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| WILLIAM P HOLLAND | ||||||
| EXECUTIVE DIRECTOR | 10.0 | 0 | 125978 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 928437 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 79620 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EXIT REALTY - THOMAS MEYER ASSOCIAT | |||||
| 230 N SPRIGG | CAPE GIRARDEAU | MO | 63701 | REAL ESTATE BROKER | 102204 |
| MERRILL LYNCH WEALTH MANAGEMENT | |||||
| 1371 N MNT AUBURN RD | CAPE GIRARDEAU | MO | 63701 | INVESTMENT MGMT | 130560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 123858 | FundraisingEvents |
| All Other Contributions | 3705246 | AllOtherContributions |
| Noncash Contributions | 301570 | NoncashContributions |
| Total Contributions | 3829104 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Business Code | 532000 | BusinessCode |
| Total Revenue Column | 657746 | TotalRevenueColumn |
| Related Or Exempt Function Income | 657746 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 657746 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 743503 | TotalRevenueColumn |
| Exclusion | $743,503 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1004907 | Securities |
| Other | 3555474 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2766937 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1004907 | Securities |
| Other | 788537 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1793444 | TotalRevenueColumn |
| Exclusion | $1,793,444 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 45659 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 123858 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 92521 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -46862 | TotalRevenueColumn |
| Exclusion | -$46,862 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| MOTOR VEHICLE LICENSE FEES | 900099 | 232985 | 232985 | |
| CROP INCOME | 900099 | 176840 | $176,840 | |
| MASTER CARD REVENUE | 900099 | 15567 | $15,567 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 246176 | TotalRevenueColumn |
| Exclusion | $246,176 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 671568 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7648503 | TotalRevenueColumn |
| Related Or Exempt Function Income | 657746 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 232985 | UnrelatedBusinessRevenue |
| Exclusion | $2,928,668 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2560320 | Total |
| Program Services | 2560320 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116073 | Total |
| Management And General | 116073 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44446 | Total |
| Management And General | 44446 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319072 | Total |
| Program Services | 313072 | ProgramServices |
| Management And General | 6000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4799 | Total |
| Management And General | 4799 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8481 | Total |
| Management And General | 8481 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203471 | Total |
| Management And General | 203471 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304989 | Total |
| Program Services | 301739 | ProgramServices |
| Management And General | 3250 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71725 | Total |
| Program Services | 59598 | ProgramServices |
| Management And General | 10868 | ManagementAndGeneral |
| Fundraising | 1259 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17852 | Total |
| Program Services | 2335 | ProgramServices |
| Management And General | 14569 | ManagementAndGeneral |
| Fundraising | 948 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138405 | Total |
| Program Services | 124892 | ProgramServices |
| Management And General | 7620 | ManagementAndGeneral |
| Fundraising | 5893 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12559 | Total |
| Program Services | 10297 | ProgramServices |
| Management And General | 445 | ManagementAndGeneral |
| Fundraising | 1817 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117372 | Total |
| Management And General | 117372 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199339 | Total |
| Management And General | 199339 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29897 | Total |
| Management And General | 29897 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BANQUETS CATERING | 127259 | 127259 | ||
| PRIZES AND AWARDS | 56922 | 56922 | ||
| PRINTING & PUBLICATIONS | 51110 | 42392 | 1450 | 7268 |
| DUES AND MEMBERSHIP | 36792 | 36792 | ||
| ADJUSTMENT OF ACTUARIAL LIAB. | 26451 | 26451 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73026 | Total |
| Program Services | 67426 | ProgramServices |
| Management And General | 5600 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4520360 | Total |
| Program Services | 3703044 | ProgramServices |
| Management And General | 800131 | ManagementAndGeneral |
| Fundraising | 17185 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4273935 | BOY |
| EOY | 2123230 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124005 | BOY |
| EOY | 34739 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4800 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 6730 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13707194 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3451760 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10505439 | BOY |
| EOY | 10255434 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41031835 | BOY |
| EOY | 56466367 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4362535 | BOY |
| EOY | 1734225 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60302949 | BOY |
| EOY | 70620725 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66320 | BOY |
| EOY | 26174 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164402 | BOY |
| EOY | 180764 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2159662 | BOY |
| EOY | 2025860 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5550097 | BOY |
| EOY | 5437191 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7940481 | BOY |
| EOY | 7669989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -373272 | BOY |
| EOY | -224119 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8345777 | BOY |
| EOY | 20500924 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44389963 | BOY |
| EOY | 42673931 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52362468 | BOY |
| EOY | 62950736 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60302949 | BOY |
| EOY | 70620725 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3128143 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7460125 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | 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 | 3573606 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5090610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7751873 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6920323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3829104 | CurrentTaxYear |
| Total | 27165516 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3573606 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5090610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7751873 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6920323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3829104 | CurrentTaxYear |
| Total | 27165516 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7727276 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19438240 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 776556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1604042 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 543223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 636685 | CurrentTaxYearMinus1Year |
| Current Tax Year | 743503 | CurrentTaxYear |
| Total | 4304009 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50042 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62451 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41694 | CurrentTaxYear |
| Total | 259633 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 418916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 656263 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 551664 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 512627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 484242 | CurrentTaxYear |
| Total | 2623712 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 34352870 | TotalSupport |
| Gross Receipts From Admissions Etc | 2740610 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.56584 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56293 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41207531 | BeginningOfYearBalance |
| Contributions | 5199153 | Contributions |
| Investment Earnings Or Losses | 9196496 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2054706 | GrantsOrScholarships |
| Other Expenditures | 300 | OtherExpenditures |
| Administrative Expenses | 423681 | AdministrativeExpenses |
| End Of Year Balance | 53124493 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33425155 | BeginningOfYearBalance |
| Contributions | 5079109 | Contributions |
| Investment Earnings Or Losses | 4897463 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1803379 | GrantsOrScholarships |
| Other Expenditures | 1559 | OtherExpenditures |
| Administrative Expenses | 389258 | AdministrativeExpenses |
| End Of Year Balance | 41207531 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34219309 | BeginningOfYearBalance |
| Contributions | 5763709 | Contributions |
| Investment Earnings Or Losses | -4395100 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1728238 | GrantsOrScholarships |
| Other Expenditures | 83030 | OtherExpenditures |
| Administrative Expenses | 351495 | AdministrativeExpenses |
| End Of Year Balance | 33425155 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6442823 | OtherCostOrOtherBasis |
| Book Value | 6442823 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6801640 | OtherCostOrOtherBasis |
| Depreciation | 3167547 | Depreciation |
| Book Value | 3634093 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 335648 | OtherCostOrOtherBasis |
| Depreciation | 272339 | Depreciation |
| Book Value | 63309 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 127083 | OtherCostOrOtherBasis |
| Depreciation | 11874 | Depreciation |
| Book Value | 115209 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10255434 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED ORGANIZATION | $4,495,914 |
| ANNUITIES PAYABLE | $874,158 |
| FUNDS HELD FOR OTHERS | $67,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5437191 | TotalOfAmounts |
| Total Revenue | 7648503 | TotalRevenue |
| Total Expenses | 4520360 | TotalExpenses |
| Excess Or Deficit For Year | 3128143 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7436098 | NetUnrealizedGLOnInvestments |
| Other | $24,027 | OtherAmount |
| Total Adjustments | 7460125 | TotalAdjustments |
| Excess Or Deficit Per FS | 10588268 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14976420 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7436098 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 2769 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 92521 | OtherRevenues |
| Revenue Not Rptd F990 | 7531388 | RevenueNotRptdF990 |
| Revenue Subtotal | 7445032 | RevenueSubtotal |
| Investment Expenses Not Included | 203471 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 203471 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7648503 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4388152 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 2769 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 92521 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 95290 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4292862 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 203471 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 24027 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 227498 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4520360 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT FUND IS A PERMANENT FUND THAT IS INVESTED TO PROVIDE A DEPENDABLE SOURCE OF INCOME TO FUND SCHOLARSHIPS AND OTHER PURPOSES AS DESIGNATED. |
| OTHER RECONCILING ITEMS | SCHEDULE D, PART XI, LINE 8 | $24,027 ADDITIONS TO UNIVERSITY ENDOWMENT |
| REVENUE ON FINANCIALS NOT ON RETURN | SCHEDULE D, PART XII, LINE 2D | $92,521 DIRECT FUNDRAISING EXPENSES |
| EXPENSES ON FINANCIALS NOT ON 990 | SCHEDULE D, PART XIII, LINE 2D | $92,521 DIRECT FUNDRAISING EXPENSES |
| EXPENSES ON 990 NOT ON FINANCIALS | SCHEDULE D, PART XIII, LINE 4B | $24,027 ADDITIONS TO UNIVERSITY ENDOWMENT |
| DISCLOSURE OF UNCERTAIN TAX POSITIONS | SCHEDULE D, PART X, LINE 2 | THE SEMO FOUNDATION CONSTITUTES A QUALIFIED NOT-FOR-PROFIT ORGANIZATION AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION'S FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE DISCLOSURE REGARDING UNCERTAIN TAX POSITIONS BECAUSE THE FOUNDATION DOES NOT HAVE MATERIAL LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FOUNDATION GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 89935 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 77665 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12270 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 15132 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOOTBALL GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 18972 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 10900 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 8072 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 9155 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 60610 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 35293 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 25317 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 68234 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 169517 | GrossReceiptsTotal |
| Charitable Contributions Total | 123858 | CharitableContributionsTotal |
| Gross Revenue Total Events | 45659 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 92521 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 92521 | DirectExpenseSummaryEvents |
| Net Income Summary | -46862 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST MISSOURI STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLAZA | AddressLine1 |
| City | CAPE GIRARDEAU | City |
| State | MO | State |
| ZIP Code | 63701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 436003569 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 2560320 | AmountOfCashGrant |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH W DOBBINS | |||||||||||||
| 0 | 218827 | 0 | 0 | 0 | 24718 | 0 | 20500 | 0 | 39120 | 0 | 303165 | 0 | 0 |
| DR RONALD ROSATI | |||||||||||||
| 0 | 156294 | 0 | 0 | 0 | 1294 | 0 | 20000 | 0 | 0 | 177588 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REIMBURSEMENT POLICY | Identifier |
| Return Reference | PART I, LINE 1B | ReturnReference |
| Explanation | THE EXECUTIVE DIRECTOR APPROVES INVOICES FOR PAYMENT. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| THOMAS M MEYER EXIT REALTY | |||
| BOARD MEMBER | 102204 | REAL ESTATE BROKER SERVICES | false |
| STEVE TAYLOR FIRST MISSOURI STATE | |||
| BOARD MEMBER | 935843 | BANK NOTE-DIRECTOR'S EMPLOYER | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 625 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 75806 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 97434 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 97000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 11 | 15811 | MARKET VALUE |
| X | OTHER PERSONAL PROPERTY | 116 | 14894 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SOLICITATION OF NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, LINE 32B | ReturnReference |
| Explanation | SOUTHEAST MISSOURI STATE UNIVERSITY FOUNDATION UTILIZES THE REALTY SERVICES OF THOMAS MEYER REALTY TO SELL CONTRIBUTIONS OF REAL ESTATE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELATIONSHIPS AMONG OFFICERS AND DIRECTORS | FORM 990, PART VI, SECTION A, LINE 2 | FRANCIS REDIGER AND HARRY REDIGER SHARE A FAMILY RELATIONSHIP. KENNETH W. DOBBINS SHARES A BUSINESS RELATIONSHIP WITH SUSAN BURTON, ELEANOR HENRY, WILLIAM P HOLLAND, GEORGEANNE SYLER, RONALD ROSATI, KATHY MANGELS, AND JILL YOUNG. |
| FORM 990 REVIEW | FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE RETURN IS REVIEWED BY MANAGEMENT, AND THE FINANCE AND AUDIT COMMITTEES. THE RETURN IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT, WHICH IS REVIEWED AND CONSIDERED BY THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR THEN DETERMINES THE APPROPRIATE COURSE OF ACTION IF AND WHEN A CONFLICT OF INTEREST ARISES. |
| EXECUTIVE COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A & B | INDIVIDUALS PROVIDING MANAGEMENT SERVICES TO THE FOUNDATION ARE EMPLOYEES OF SOUTHEAST MISSOURI STATE UNIVERSITY. ACCORDINGLY THE UNIVERSITY'S POLICIES AND PROCEDURES ARE USED IN DETERMINING THE COMPENSATION OF THE FOUNDATION'S OFFICERS AND KEY EMPLOYEES. |
| AVAILABILITY OF GOVERNING DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. |
| FOUNDATION MANAGEMENT | FORM 990, PART VI, LINE 3 | PERSONNEL PROVIDING MANAGEMENT AND OTHER FUNCTIONS TO THE FOUNDATION ARE EMPLOYEES OF SOUTHEAST MISSOURI STATE UNIVERSITY. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR THE PROPORTIONATE COST OF SERVICES PROVIDED BY THESE INDIVIDUALS. |
| TRANSACTIONS INVOLVING INTERESTED PERSONS | FORM 990, SCHEDULE L, PART IV | DURING THE YEAR, THE FOUNDATION ENGAGED THE REAL ESTATE BROKERAGE SERVICES OF THOMAS MEYER, A BOARD MEMBER, IN THE SALE OF DONATED PROPERTY. MR. MEYER WAS NOT A MEMBER OF THE FINANCE OR EXECUTIVE COMMITTEES, WHICH ARE RESPONSIBLE FOR SELECTING THE BROKER. THE BROKERAGE TRANSACTION WAS CONDUCTED IN THE ORDINARY COURSE OF BUSINESS AND COMMISSION RECEIVED BY MR. MEYER WAS SUBSTANTIALLY AT MARKET RATE. NO CONFLICT OF INTEREST WAS NOTED. AT THE END OF THE YEAR, THE FOUNDATION HAS A PROMISSORY NOTE AND VEHICLE LOAN OUTSTANDING WITH THE FIRST MISSOURI STATE BANK, THE PRESIDENT OF WHICH IS CURRENTLY A BOARD MEMBER. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | 7,436,098 UNREALIZED GAIN ON INVESTMENTS 24,027 ADDITIONS TO UNIVERSITY ENDOWMENT _________ 7,460,125 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ELEANOR HENRY TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:GEORGEANNE SYLER TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SUSAN BURTON TITLE:SECRETARY HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KENNETH W. DOBBINS TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:KATHY MANGELS TITLE:TREASURER HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DR RONALD ROSATI TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JILL YOUNG RICKARD TITLE:DIRECTOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WILLIAM P HOLLAND TITLE:EXECUTIVE DIRECTOR HOURS:40 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST MISSOURI STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0NE UNIVERSITY PLAZA | AddressLine1 |
| City | CAPE GIRARDEAU | City |
| State | MO | State |
| ZIP Code | 63701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436003569 | EIN |
| Primary Activities | HIGHER ED. | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | PUBLIC | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |