UNITED STUDENT AID FUNDS INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STUDENT AID FUNDS INC (EIN 94-6050341)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201242269349302209
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T14:43:17-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462045108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946050341 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STUDENT AID FUNDS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 3178061231 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9998 CROSSPOINT BLVD NO 400 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462563307 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN C HAM | Name |
| Title | SR VP & CFO | Title |
| Phone | 3178061231 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHAWNA M JIMENEZ | Name |
| Phone | 3174648600 | 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 | CARL DALSTROM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9998 CROSSPOINT BLVD NO 400 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462563307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 784861597 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.USAFUNDS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 154 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 395343051 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 392137408 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12139857 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20200473 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 407482908 | TotalRevenuePriorYear |
| Total Revenue Current Year | 412337881 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7051855 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12857072 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16598238 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20823345 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 327540376 | OtherExpensePriorYear |
| Other Expenses Current Year | 322203370 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 351190469 | TotalExpensesPriorYear |
| Total Expenses Current Year | 355883787 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 56292439 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 56454094 | RevenuesLessExpensesCY |
| Total Assets BOY | 1082676028 | TotalAssetsBOY |
| Total Assets EOY | 1024408298 | TotalAssetsEOY |
| Total Liabilities BOY | 569983129 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 473950845 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 512692899 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 550457453 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | USA FUNDS' MISSION IS TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS BY PROVIDING AND SUPPORTING FINANCIAL AND OTHER VALUED SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 41034758 | Expense |
| Revenue | 45083104 | Revenue |
| Description | GUARANTEE SERVICES - USA FUNDS MAINTAINS A PORTFOLIO OF OVER $73 BILLION IN OUTSTANDING EDUCATIONAL LOANS IN ACCORDANCE WITH THE HIGHER EDUCATION ACT OF 1965, AS AMENDED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42506323 | Expense |
| Revenue | 50173699 | Revenue |
| Description | DEFAULT AVERSION - USA FUNDS WORKED WITH BORROWERS AND SUCCESSFULLY AVERTED DEFAULTS ON OVER $26.4 BILLION OF DELINQUENT EDUCATIONAL LOANS REPORTED BY LENDERS IN THE CURRENT YEAR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 212526930 | Expense |
| Revenue | 273457454 | Revenue |
| Description | COLLECTION ON DEFAULTED LOANS - USA FUNDS SUCCESSFULLY COLLECTED OVER $1.34 BILLION ON DEFAULTED EDUCATIONAL LOANS IN THE CURRENT YEAR. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 31246535 | Expense |
| Grants | 12524072 | Grants |
| Revenue | 23423151 | Revenue |
| Description | INCLUDES OTHER GUARANTOR REVENUES, AS DEFINED BY THE U.S. HIGHER EDUCATION ACT, AND ADMINISTRATIVE FEES CHARGED TO RELATED TAX-EXEMPT ORGANIZATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 31246535 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 12524072 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 23423151 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 327314546 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 96 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 154 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH L MCCLOUD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3178061231 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9998 CROSSPOINT BLVD SUITE 400 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462563307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CARL DALSTROM | ||||||||
| PRESIDENT & CEO | 40.00 | X | X | 586766 | 0 | 174598 | ||
| IKE BATALIS | ||||||||
| BOARD MEMBER | 5.00 | X | 59332 | 0 | 0 | |||
| REV WILLIAM BEAUCHAMP | ||||||||
| BOARD MEMBER | 7.00 | X | 34075 | 0 | 0 | |||
| BLAKE DEVITT | ||||||||
| BOARD MEMBER | 5.00 | X | 49500 | 0 | 0 | |||
| MARSHALL GRIGSBY | ||||||||
| BOARD MEMBER | 6.00 | X | 40750 | 0 | 0 | |||
| NORMAN LEFSTEIN | ||||||||
| BOARD MEMBER | 5.00 | X | 38250 | 0 | 0 | |||
| ILENE NAGEL | ||||||||
| BOARD MEMBER | 7.00 | X | 36750 | 0 | 0 | |||
| WILLIAM NEALE | ||||||||
| BOARD MEMBER | 5.00 | X | 58500 | 0 | 0 | |||
| ERNEST NEWBORN II | ||||||||
| BOARD MEMBER | 6.00 | X | 58500 | 0 | 0 | |||
| EDWARD SCHMIDT | ||||||||
| BOARD MEMBER | 5.00 | X | 60332 | 0 | 0 | |||
| ERIK MORENO | ||||||||
| BOARD MEMBER | 6.00 | X | 0 | 0 | 0 | |||
| MARLENE COULIS | ||||||||
| BOARD MEMBER | 6.00 | X | 0 | 0 | 0 | |||
| STEPHEN HAM | ||||||||
| SR VP & CFO | 40.00 | X | 316492 | 0 | 60266 | |||
| DAVID BOODT | ||||||||
| SR VP & GENERAL COUNSEL | 40.00 | X | 296367 | 0 | 75616 | |||
| DENISE FESER | ||||||||
| SR VP SCH & STUDENT SERV | 40.00 | X | 292348 | 0 | 44297 | |||
| GREGORY AYERS | ||||||||
| SR VP GOV'T SERV & ADMIN | 40.00 | X | 260826 | 0 | 49562 | |||
| TERRY MUILENBURG | ||||||||
| SR VP GOV'T RELATIONS | 40.00 | X | 313258 | 0 | 70531 | |||
| ROBERT BALLARD | ||||||||
| SR VP ACCESS & OUTREACH | 40.00 | X | 289365 | 0 | 53596 | |||
| DEBORAH MCCLOUD | ||||||||
| VP & CONTROLLER | 40.00 | 202070 | 0 | 40447 | X | |||
| HENRY FERNANDEZ | ||||||||
| VP GOV'T RELATIONS | 40.00 | 184199 | 0 | 37303 | X | |||
| ANNE CALVERT | ||||||||
| VP FIN ANALYSIS & BUDGET | 40.00 | 158704 | 0 | 34115 | X | |||
| JONI ANDERSON | ||||||||
| VP & SR CORP COUNSEL | 32.00 | 153267 | 0 | 27460 | X | |||
| KRISANN PEARCE | ||||||||
| VP, CONGR RELATIONS | 40.00 | 179972 | 0 | 45990 | X | |||
| BRIAN ALLISON | ||||||||
| VP, PRODUCT DEVELOPMENT | 40.00 | 157869 | 0 | 42497 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3827492 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 756278 | TotalOtherCompensation |
| Number Individuals GT100 K | 34 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SALLIE MAE | |||||
| 11100 USA PARKWAY | FISHERS | IN | 46038 | GUARANTOR SERVICES | 299491800 |
| STUDENT ASSISTANCE CORPORATION | |||||
| 11100 USA PARKWAY | FISHERS | IN | 46038 | DEFAULT AVERSION ACTIVITIES | 38553902 |
| ALLEGIENT LLC | |||||
| 201 W 103RD STREET STE 520 | INDIANAPOLIS | IN | 46290 | SYSTEMS DEVELOPMENT | 1227875 |
| ENVICTUS CORPORATION | |||||
| 138000 COPPERMINE ROAD | HERNDON | VA | 20170 | SYSTEMS DEVELOPMENT | 1080000 |
| NEARSOURCE LLC DBA BEA CONSULTING | |||||
| 6100 W 96TH STE 115 | INDIANAPOLIS | IN | 46278 | NEW BUSINESS DEVELOPMENT | 925659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 37 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| COLLECTIONS ON DEFAULT | 522200 | 273457454 | 273457454 |
| DEFAULT AVERSION FEES | 522200 | 50173699 | 50173699 |
| GUARANTEE SERVICES | 522200 | 45083104 | 45083104 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23423151 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23423151 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 392137408 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14372724 | TotalRevenueColumn |
| Exclusion | $14,372,724 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 377733670 | Securities |
| Other | 617795 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 372523716 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5209954 | Securities |
| Other | 617795 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5827749 | TotalRevenueColumn |
| Exclusion | $5,827,749 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 412337881 | TotalRevenueColumn |
| Related Or Exempt Function Income | 392137408 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $20,200,473 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11657450 | Total |
| Program Services | 11657450 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199622 | Total |
| Program Services | 1199622 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3680033 | Total |
| Management And General | 3680033 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12162066 | Total |
| Program Services | 3688493 | ProgramServices |
| Management And General | 8473573 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 484272 | Total |
| Program Services | 151702 | ProgramServices |
| Management And General | 332570 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3490812 | Total |
| Program Services | 1054829 | ProgramServices |
| Management And General | 2435983 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1006162 | Total |
| Program Services | 293613 | ProgramServices |
| Management And General | 712549 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542832 | Total |
| Program Services | 418967 | ProgramServices |
| Management And General | 123865 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349782 | Total |
| Management And General | 349782 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13902 | Total |
| Management And General | 13902 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559487 | Total |
| Management And General | 559487 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7564164 | Total |
| Program Services | 604732 | ProgramServices |
| Management And General | 6959432 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 944538 | Total |
| Program Services | 377969 | ProgramServices |
| Management And General | 566569 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149306 | Total |
| Program Services | 48578 | ProgramServices |
| Management And General | 100728 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12013564 | Total |
| Program Services | 11074249 | ProgramServices |
| Management And General | 939315 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897180 | Total |
| Management And General | 897180 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1179932 | Total |
| Program Services | 235301 | ProgramServices |
| Management And General | 944631 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594726 | Total |
| Program Services | 404654 | ProgramServices |
| Management And General | 190072 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10802 | Total |
| Management And General | 10802 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478075 | Total |
| Management And General | 478075 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278124 | Total |
| Management And General | 278124 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COLLECTION EXPENSE | 212526930 | 212526930 | 0 | 0 |
| DEFAULT AVERSION FEES | 42506323 | 42506323 | 0 | 0 |
| ACCT. MAINT. & ISSUANCE | 37431020 | 37431020 | 0 | 0 |
| DEFAULT FEE EXPENSE | 3603738 | 3603738 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558945 | Total |
| Program Services | 36376 | ProgramServices |
| Management And General | 522569 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355883787 | Total |
| Program Services | 327314546 | ProgramServices |
| Management And General | 28569241 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36469370 | BOY |
| EOY | 16452017 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80023278 | BOY |
| EOY | 69250876 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78817321 | BOY |
| EOY | 61414590 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3302749 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1448555 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1262382 | BOY |
| EOY | 1854194 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491591553 | BOY |
| EOY | 563109845 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394512124 | BOY |
| EOY | 312326776 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1082676028 | BOY |
| EOY | 1024408298 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117021036 | BOY |
| EOY | 112342606 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200152 | BOY |
| EOY | 1565416 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87199310 | BOY |
| EOY | 70750697 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365562631 | BOY |
| EOY | 289292126 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 569983129 | BOY |
| EOY | 473950845 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512692899 | BOY |
| EOY | 550457453 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512692899 | BOY |
| EOY | 550457453 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1082676028 | BOY |
| EOY | 1024408298 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 56454094 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -18689540 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 138768631 | CurrentTaxYearMinus4Years |
| Total | 138768631 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 138768631 | CurrentTaxYearMinus4Years |
| Total | 138768631 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 138768631 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14659340 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14152105 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11509585 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10018941 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14372724 | CurrentTaxYear |
| Total | 64712695 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 203481326 | TotalSupport |
| Gross Receipts From Admissions Etc | 1869952434 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $19,222 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 19222 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 269350 | OtherCostOrOtherBasis |
| Depreciation | 64615 | Depreciation |
| Book Value | 204735 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2199334 | OtherCostOrOtherBasis |
| Depreciation | 1064047 | Depreciation |
| Book Value | 1135287 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 834065 | OtherCostOrOtherBasis |
| Depreciation | 319893 | Depreciation |
| Book Value | 514172 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1854194 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RECEIVABLE FROM FED FUND | 3030599 |
| ASSETS HELD ON BEHALF OF FED RESERVE | 289292126 |
| NOTE FROM SMS | 19770000 |
| DUE FROM AFFILIATES | 232971 |
| DEFAULTED LOANS PURCHASED | 1080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 312326776 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | LIABILITIES INCURRED ON BEHALF OF THE FEDERAL RESERVE FUND | |
| PART X: | PER THE FINANCIAL STATEMENTS OF UNITED STUDENT AID FUNDS, INC., USA FUNDS ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES ON A MORE-LIKELY-THAN-NOT CRITERIA BASED ON THE POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO UNCERTAINTIES THAT REQUIRE RECOGNITION OR DISCLOSURE AS OF SEPTEMBER 30, 2011 AND 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (167 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADMISSION POSSIBLE | |||||||||||
| 603 N MILWAUKEE ST | MILWAUKEE | WI | 53202 | 411968798 | 501(C)(3) | 30000 | FMV | ADMISSION POSSIBLE MILWAUKEE COLLEGE ACCESS PROGRAMMING | |||
| ADVANCE | |||||||||||
| 120 E LA HABRA BLVD 103A | LA HABRA | CA | 90631 | 760730386 | 501(C)(3) | 20000 | FMV | "ON TO COLLEGE" | |||
| ALLIANCE FOR EDUCATION | |||||||||||
| 509 OLIVE WAY SUITE 500 | SEATTLE | WA | 98101 | 911508191 | 501(C)(3) | 25000 | FMV | COLLEGE ACCESS AND SUCCESS: BUILDING AWARENESS FOR STUDENTS, FAMILIES, AND COMMUNITIES TO INCREASE COLLEGE ENROLLMENT AND SUCCESS. | |||
| AMERICAN INDIAN COLLEGE FUND | |||||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | 521573446 | 501(C)(3) | 350000 | FMV | USAF TRIBAL COLLEGE SCHOLARSHIP PROGRAM AND FLAME OF HOPE GALA | |||
| ARIZONA COMMISSION FOR POSTSECONDARY EDUCATION | |||||||||||
| 2020 NORTH CENTRAL SUITE 650 | PHOENIX | AZ | 85004 | 866004791 | 501(C)(3) | 70000 | FMV | COLLEGE GOAL SUNDAY. DEVELOPING ARIZONA'S HUMAN CAPITAL CONFERENCE | |||
| ARIZONA COMMUNITY FOUNDATION | |||||||||||
| 2201 E CAMELBACK RD SUITE 202 | PHOENIX | AZ | 85016 | 860348306 | 501(C)(3) | 70000 | FMV | COLLEGE DEPOT - HELPING MORE STUDENTS TAKE STEPS TO COLLEGE SUCCESS | |||
| ARIZONA QUEST FOR KIDS | |||||||||||
| 1430 E MISSOURI SUITE B205 | PHOENIX | AZ | 85014 | 860989377 | 501(C)(3) | 20000 | FMV | QUEST FOR COLLEGE | |||
| ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND | |||||||||||
| 1900 L STREET NW SUITE 210 | WASHINGTON | DC | 20036 | 571192973 | 501(C)(3) | 400000 | FMV | APIASF/USA FUNDS SCHOLARSHIP PROGRAM. 2011 CARE REPORT - RESEARCH AND POLICY COLLABORATIVE (RPC). APIASF HIGHER EDUCATION SERIES, APIASF COLLEGE COMPLETION FORUM: STRENGTHENING INSTITUTIONS THAT SERVE ASIAN AND PACIFIC ISLANDER AMERICANS. 2011 TODAY'S MINDS, TOMORROW'S FUTURE SCHOLARSHIP BENEFIT | |||
| ASSOCOF PUBLIC LAND GRANT UNIVERSITIES | |||||||||||
| 1307 NEW YORK AVE SUITE 400 | WASHINGTON | DC | 200054722 | 530183246 | 501(C)(3) | 10000 | FMV | FOR SUPPORT TO ASSIST APLU INSTITUTIONS IDENTIFY, ENROLL, AND GRADUATE STUDENTS FROM UNDER REPRESENTED POPULATIONS | |||
| BARRIO LOGAN COLLEGE INSTITUTE | |||||||||||
| 1807 MAIN STREET | SAN DIEGO | CA | 92113 | 330771222 | 501(C)(3) | 20000 | FMV | BARRIO LOGAN COLLEGE INSTITUTE (BLCI) COLLEGE PREP PIPELINE | |||
| BE A LEADER FOUNDATION | |||||||||||
| 6850 N CENTRAL AVENUE | PHOENIX | AZ | 85012 | 550850279 | 501(C)(3) | 20000 | FMV | BE A LEADER FOUNDATION COLLEGE-GOING PROGRAMS | |||
| BEN DAVIS HIGH SCHOOL | |||||||||||
| 1200 N GIRLS SCHOOL RD | INDIANAPOLIS | IN | 46214 | 351072270 | 501(C)(3) | 29000 | FMV | TO SUPPORT A PROGRAM THAT FACILITATES THE ACADEMIC, CAREER, SOCIAL AND IDENTITY DEVELOPMENT OF AFRICAN-AMERICAN MALE LEADERS. | |||
| BENEDICT COLLEGE | |||||||||||
| 1600 HARDEN STREET | COLUMBIA | SC | 29204 | 410969244 | 501(C)(3) | 10000 | FMV | MARSHALL C. GRIGSBY SCHOLARSHIP FUND | |||
| BISHOP NOLL INSTITUTE FOUNDATION INC | |||||||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 46327 | 310973961 | 501(C)(3) | 25000 | FMV | BISHOP NOLL INSTITUTE HISPANIC SCHOLARSHIP FUND | |||
| BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION | |||||||||||
| 5550 WEST FLAMINGO ROAD STE C-1 | LAS VEGAS | NV | 89103 | 886000024 | 501(C)(3) | 70000 | FMV | HIGH SCHOOL NAVIGATION 101 | |||
| BOTTOM LINE | |||||||||||
| 500 AMORY STREET SUITE 3 | JAMAICA PLAIN | MA | 02130 | 043351427 | 501(C)(3) | 250000 | FMV | COLLEGE ACCESS AND COLLEGE SUCCESS PROGRAMS | |||
| BOYS & GIRLS CLUBS OF INDIANAPOLIS | |||||||||||
| 2236 E 10TH STREET STE 200 | INDIANAPOLIS | IN | 46201 | 350888754 | 501(C)(3) | 31000 | FMV | SCHOLARSHOP. DEC 2010 MATCHING GIFT | |||
| BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC | |||||||||||
| 839 BROADWAY - 3RD FLOOR | GARY | IN | 46402 | 350941137 | 501(C)(3) | 26000 | FMV | TEN STEPS RITES OF PASSAGE | |||
| BOYS II MEN INC | |||||||||||
| 4850 GUION RD | INDIANAPOLIS | IN | 46254 | 352133391 | 501(C)(3) | 30000 | FMV | BOYS II MEN - COLLEGE PREP PROGRAM | |||
| BRADLEY UNIVERSITY | |||||||||||
| 1501 WEST BRADLEY AVENUE | PEORIA | IL | 61625 | 370661494 | 501(C)(3) | 22500 | FMV | ENDOWED SCHOLARSHIP IN MY NAME AT THE FOSTER COLLEGE OF BUSINESS. ELIGIBILITY WILL BE BASED ON ACADEMIC AND FINANCIAL NEED CRITERIA. JAN 2011 MATCHING GIFT | |||
| BUSINESS HIGHER EDUCATION FORUM | |||||||||||
| 2025 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | 341986692 | 501(C)(3) | 50000 | FMV | THE COLLEGE READINESS, ACCESS AND SUCCESS INITIATIVE (CRI) | |||
| CALIFORNIA DOLLARS FOR SCHOLARS | |||||||||||
| 2110 ARTESIA BLVD B 663 | REDONDO BEACH | CA | 90278 | 956122889 | 501(C)(3) | 25000 | FMV | CALIFORNIA DOLLARS FOR SCHOLARS PROGRAM EXPANSION | |||
| CAMPUS COMPACT | |||||||||||
| 45 TEMPLE PLACE | BOSTON | MA | 02111 | 050493226 | 501(C)(3) | 10000 | FMV | REGIONAL ACCESS AND SUCCESS SUMMITS | |||
| CASTLETON UNITED METHODIST CHURCH INC | |||||||||||
| 7160 SHADELAND STATION | INDIANAPOLIS | IN | 46256 | 351149228 | 501(C)(3) | 8000 | FMV | JAN 2011 MATCHING GIFT | |||
| CATHEDRAL HIGH SCHOOL | |||||||||||
| 5225 E 56TH STREET | INDIANAPOLIS | IN | 46226 | 356254955 | 501(C)(3) | 50000 | FMV | SHAMROCK SCHOLARS PROGRAM | |||
| CENTER FOR LEADERSHIP DEVELOPMENT | |||||||||||
| 2425 DR MARTIN LUTHER KING JR | INDIANAPOLIS | IN | 46208 | 351389882 | 501(C)(3) | 25000 | FMV | PROJECT MR. (MALE RESPONSIBILITY) | STREET | 15000 | SOFTWARE APPLICATION |
| CENTRAL INDIANA COMMUNITY FOUNDATION INC | |||||||||||
| 615 N ALABAMA ST SUITE 119 | INDIANAPOLIS | IN | 46204 | 351793680 | 501(C)(3) | 150000 | FMV | INDIANA LATINO SCHOLARSHIP FUND | 88940 | LATINO DINNER | |
| CHAIRSCHOLARS FOUNDATION INC | |||||||||||
| 16101 CARENCIA LANE | ODESSA | FL | 33556 | 650442193 | 501(C)(3) | 10000 | FMV | THE NATIONAL SCHOLARSHIP PROGRAM | |||
| CHARLES TINDLEY SCHOOL | |||||||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | 352151971 | 501(C)(3) | 50000 | FMV | COLLEGE COMPLETION PROGRAM | |||
| CHRISTIAN ACTIVITY CENTER | |||||||||||
| 540 N 6TH ST | EAST ST LOUIS | IL | 62201 | 364182760 | 501(C)(3) | 39450 | FMV | PATHWAYS PROGRAM | |||
| CITY YEAR INC | |||||||||||
| 2203 23RD AVE S 101 | SEATTLE | WA | 98144 | 222882549 | 501(C)(3) | 50000 | FMV | WHOLE SCHOOL, WHOLE CHILD PROGRAM AT WEST SEATTLE HIGH SCHOOL | |||
| COLLEGE & CAREER CONNECTIONS | |||||||||||
| 4620 ALABAMA AVENUE SE | WASHINGTON | DC | 20019 | 263450374 | 501(C)(3) | 100000 | FMV | ONTRACK! PROGRAM | |||
| COLLEGE MENTORS FOR KIDS | |||||||||||
| 212 WEST 10TH STREET SUITE B260 | INDIANAPOLIS | IN | 46202 | 352002052 | 501(C)(3) | 41000 | FMV | COLLEGE MENTORS FOR KIDS - MENTOR PROGRAM | |||
| COLLEGE SUCCESS FOUNDATION | |||||||||||
| 1605 NW SAMMAMISH ROAD SUITE 100 | ISSAQUAH | WA | 98027 | 205561911 | 501(C)(3) | 60000 | FMV | JUMPSTART. COLLEGE SUCCESS FOUNDATION CELEBRATION OF 10 PROVEN YEARS OF SUCCESS. | |||
| COLLEGE SUMMIT | |||||||||||
| 1763 COLUMBIA ROAD NW 2ND FLOOR | WASHINGTON | DC | 20009 | 522007028 | 501(C)(3) | 25000 | FMV | LAUNCHING--FROM ACCESS TO SUCCESS | |||
| COMMUNITIES IN SCHOOLS OF ARIZONA INC | |||||||||||
| 333 EAST VIRGINIA AVENUE SUITE 208 | PHOENIX | AZ | 85004 | 860776545 | 501(C)(3) | 25000 | FMV | ELIMINATING ROADBLOCKS TO SCHOOL SUCCESS INITIATIVE | |||
| COMMUNITY HEALTH NETWORK FOUNDATION INC | |||||||||||
| 1500 N RITTER AVENUE | INDIANAPOLIS | IN | 46219 | 510181688 | 501(C)(3) | 50000 | FMV | COMMUNITY SCHOOL COORDINATION | |||
| CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC | |||||||||||
| 911 SECOND STREET NE | WASHINGTON | DC | 20002 | 521114225 | 501(C)(3) | 56000 | FMV | CHCI READY TO LEAD PROGRAM (R2L). CHCI 34TH ANNUAL AWARDS GALA | |||
| COUNCIL FOR ADULT AND EXPERIMENTAL LEARNING | |||||||||||
| PO BOX 1966 | INDIANAPOLIS | IN | 462061966 | 132890752 | 501(C)(3) | 25000 | FMV | INCREASING AWARENESS AND USAGE WITH MARKETING AND COMMUNICATIONS SUPPORT FOR LEARNINGCOUNT.ORG | |||
| DE LA SALLE NORTH CATHOLIC HIGH SCHOOL | |||||||||||
| 7528 N FENWICK | PORTLAND | OR | 97217 | 931287554 | 501(C)(3) | 25000 | FMV | DE LA SALLE NORTH CATHOLIC HIGH SCHOOL ENROLLMENT GROWTH INITIATIVE AND CORPORATE INTERNSHIP PROGRAM | |||
| DEPAUW UNIVERSITY OFFICE OF STUDENT FINANCIAL AID | |||||||||||
| 313 SOUTH LOCUST | GREENCASTLE | IN | 461350037 | 350869045 | 501(C)(3) | 7000 | FMV | NEED-BASED SCHOLARSHIP ASSISTANCE | |||
| DILLARD UNIVERSITY | |||||||||||
| 2601 GENTILLY AVE | NEW ORLEANS | LA | 70122 | 720408929 | 501(C)(3) | 25000 | FMV | USA FUNDS "FINANCIAL EDUCATION RESOURCE NETWORK" - PEER TO PEER LEARNING AMBASSADORS | |||
| EDNA MARTIN CHRISTIAN CENTER | |||||||||||
| 1970 N CAROLINE AVE | INDIANAPOLIS | IN | 46218 | 351072577 | 501(C)(3) | 20000 | FMV | LEADERSHIP AND LEGACY ACADEMY | |||
| EDUCATION IS FREEDOM FOUNDATION | |||||||||||
| 2711 NHASKELL AVE SUITE 2070 LB 18 | DALLAS | TX | 75204 | 043643313 | 501(C)(3) | 25000 | FMV | EDUCATION IS FREEDOM-EIF DALLAS HIGH SCHOOL COLLEGE ACCESS PROGRAM | |||
| ENCOURAGEMENT SERVICES | |||||||||||
| 5931 W STATE ROAD 46 | BLOOMINGTON | IN | 47404 | 352151093 | 501(C)(3) | 5695 | FMV | POSTSECONDARY COUNSELING INSTITUTE | |||
| EXCELENCIA IN EDUCATION | |||||||||||
| 1717 N STREET NW 2ND FLOOR | WASHINGTON | DC | 20036 | 200927912 | 501(C)(3) | 80000 | FMV | CELEBRACION DE EXCELENCIA AND ACCELERATING LATINO STUDENT SUCCESS | |||
| FORT WAYNE URBAN LEAGUE INC | |||||||||||
| 2135 SOUTH HANNA ST | FORT WAYNE | IN | 46803 | 350869052 | 501(C)(3) | 25000 | FMV | COLLEGE BOUND BROTHERHOOD | |||
| FOUNDATION FOR STUDENTS RISING ABOVE | |||||||||||
| PO BOX 29174 | SAN FRANCISCO | CA | 94129 | 810615887 | 501(C)(3) | 50000 | FMV | BEATING THE ODDS: INCREASING COLLEGE ACCESS AND GRADUATION RATES FOR LOW-INCOME, FIRST-GENERATION BAY AREA YOUTH WHO RISE ABOVE. | |||
| FRIENDLY HOUSE INC | |||||||||||
| 802 S FIRST AVENUE PO BOX 3695 | PHOENIX | AZ | 85030 | 860120506 | 501(C)(3) | 15000 | FMV | RECOGNITION OF EXCELLENCE SCHOLARSHIP AWARDS | |||
| FRIENDS OF HAWAI'I ROBOTICS | |||||||||||
| PO BOX 3019 | HONOLULU | HI | 96802 | 263139930 | 501(C)(3) | 50000 | FMV | EDUCATIONAL ROBOTICS PROGRAM SUPPORT | |||
| GEORGE WASHINGTON COMMUNITY SCHOOL DOLLARS FOR SCHOLARS CHAPTER | |||||||||||
| 2215 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | 371518395 | 501(C)(3) | 7500 | FMV | SCHOLARSHIP DONATION | |||
| GIRL SCOUTS OF CENTRAL INDIANA | |||||||||||
| 2611 WATERFRONT PARKWAY EAST DRIVE | INDIANAPOLIS | IN | 46214 | 350876381 | 501(C)(3) | 20000 | FMV | GIRL SCOUTS OF CENTRAL INDIANA SCHOLARSHIP PROGRAM | SUITE 100 | ||
| GIRLS INCORPORATED OF INDIANAPOLIS | |||||||||||
| 3935 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 351337205 | 501(C)(3) | 50000 | FMV | SMART COLLEGE AND CAREER PLANNING | |||
| GLOW FOUNDATION | |||||||||||
| 275 FIFTH STREET | SAN FRANCISCO | CA | 94103 | 562590044 | 501(C)(3) | 30000 | FMV | EMPOWERING UNDER-RESOURCED COMMUNITIES AND STUDENTS WITH THE FINANCIAL TOOLS AND LITERACY TO IMPROVE COLLEGE ACCESS AND SUCCESS RATES | |||
| HISPANIC SCHOLARSHIP FUND | |||||||||||
| 55 SECOND STREET SUITE 1500 | SAN FRANCISCO | CA | 94105 | 521051044 | 501(C)(3) | 250000 | FMV | HSF/USA FUNDS SCHOLARSHIP PROGRAM. HISPANIC SCHOLARSHIP FUND ALUMNI HALL OF FAME & EDUCATION SUMMIT. | |||
| HOWARD UNIVERSITY ALUMNI CLUB OF INDIANAPOLIS INC | |||||||||||
| 1 NORTH PENNSYLVANIA STREET 1050 | INDIANAPOLIS | IN | 46204 | 351778599 | 501(C)(3) | 6500 | FMV | HOWARD UNIVERSITY ALUMNI ASSOCIATION BLACK MALE INITIATIVE PROGRAM | |||
| HUTSON SCHOOL INC | |||||||||||
| 7245 EAST 75TH ST | INDIANAPOLIS | IN | 46256 | 352148108 | 501(C)(3) | 6000 | FMV | DEC 2010 MATCHING GIFT | |||
| I CHALLENGE YOU REVELS FAMILY LIFE CENTER | |||||||||||
| 711 SOUTH BROADWAY STREET | GREENVILLE | MS | 38702 | 640826603 | 501(C)(3) | 10000 | FMV | I CHALLENGE YOU, AFTER SCHOOL PROGRAM UNLOCK THE FUTURE / THE GOAL IS SUCCESS! | |||
| I HAVE A DREAM FOUNDATION | |||||||||||
| 2916 ALBERTA STREET SUITE D | PORTLAND | OR | 97211 | 931037323 | 501(C)(3) | 50000 | FMV | DREAMER SCHOOL PROJECT | |||
| INDIANA BLACK EXPO | |||||||||||
| 3145 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 351406245 | 501(C)(3) | 100000 | FMV | IBE STATEWIDE EDUCATION CONFERENCE. CIRCLE CITY CLASSIC COLLEGE READINESS WORKSHOP | |||
| INDIANA COMMISSION FOR HIGHER EDUCATION | |||||||||||
| 101 WEST OHIO STREET SUITE 550 | INDIANAPOLIS | IN | 46204 | 356000158 | 501(C)(3) | 270000 | FMV | LEARN MORE INDIANA'S COLLEGE SUCCESS COALITION AND COLLEGE SUCCESS MENTORING INITIATIVES | |||
| INDIANA DOLLARS FOR SCHOLARS | |||||||||||
| 10500 KINCIAD DR SUITE 203 | FISHERS | IN | 460379764 | 042296967 | 501(C)(3) | 143500 | FMV | HOOSIER HEROES. INDIANA DOLLARS FOR SCHOLARS. GENERAL OPERATING EXPENSES | |||
| INDIANA LATINO INSTITUTE | |||||||||||
| 445 NORTH PENNSYLVANIA STREET SUITE | INDIANAPOLIS | IN | 46204 | 260036285 | 501(C)(3) | 60000 | FMV | CAREERS FOR THE FUTURE EDUCATION PROGRAM | 800 | ||
| INDIANA UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | 356018940 | 501(C)(3) | 60000 | FMV | LEFSTEIN LEGACY SCHOLARSHIP FOR $20,000 AND MARY MITCHELL SCHOLARSHIP FOR $5,000. ANNUAL SCHOLARSHIP FUND FOR STUDENT ATHLETES, DEC 2010 MATCHING GIFTS. | |||
| INDIANAPOLIS ZOOLOGICAL SOCIETY | |||||||||||
| PO BOX 22309 | INDIANAPOLIS | IN | 462220309 | 351074747 | 501(C)(3) | 10350 | FMV | ZOOBILATION 2011 | |||
| INSTITUTE FOR HIGHER EDUCATION POLICY | |||||||||||
| 1320 19TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | 521818907 | 501(C)(3) | 249146 | FMV | THE FOR-PROFIT SECTOR: AN EXAMINATION OF AN EMERGING SEGMENT OF HIGHER EDUCATION. 2011 IHEP SUMMER ACADEMY: MSI MODELS OF SUCCESS PROGRAM PARTICIPANTS. 2011 IHEP SUMMER ACADEMY: CULTIVATING STUDENT ACCESS AND SUCCESS: FINANCIAL LITERACY TEAM SUPPORT. 2011 IHEP SUMMER ACADEMY: CULTIVATING STUDENT ACCESS AND SUCCESS: A CELEBRATION OF SUCCESS. | |||
| INTERAGENCY COMMUNITY COALITION | |||||||||||
| PO BOX 1425 | FT WASHAKIE | WY | 82514 | 113679390 | 501(C)(3) | 28500 | FMV | COLLEGE GOAL SUNDAY | |||
| ISFAA | |||||||||||
| 4430 W SILVERTHORNE ST | BLOOMINGTON | IN | 47404 | 351597706 | 501(C)(3) | 50000 | FMV | COLLEGE GOAL SUNDAY | |||
| IVY TECH FOUNDATION | |||||||||||
| 50 WEST FALL CREEK PARKWAY NORTH | INDIANAPOLIS | IN | 46208 | 237073977 | 501(C)(3) | 20000 | FMV | SCIENCE, TECHNOLOGY, ENGINEERING AND MATH SUPPLEMENTAL ASSISTANCE PROGRAM | DRIVE | ||
| JOBS FOR ARIZONA GRADUATES | |||||||||||
| 2501 W DUNLAP AVE SUITE 200 | PHOENIX | AZ | 85021 | 860669709 | 501(C)(3) | 50000 | FMV | MIDDLE SCHOOL TRANSITION, OPPORTUNITY AWARENESS, CLASSROOMS TO CAREERS | |||
| KANSAS ACADEMIC DECATHLON ASSOCIATION KSU FOUNDATION CENTER | |||||||||||
| 2323 ANDERSON AVE STE 500 | MANHATTAN | KS | 66503 | 481139337 | 501(C)(3) | 7500 | FMV | USA FUNDS PRESENTS KANSAS ACADEMIC DECATHLON HOSTED BY KANSAS STATE UNIVERSITY (K-STATE) | |||
| KASFAA | |||||||||||
| 1300 O STREET | LINCOLN | NE | 68508 | 481010942 | 501(C)(3) | 30000 | FMV | COLLEGE GOAL SUNDAY | |||
| LA PLAZA INC | |||||||||||
| 8902 E 38TH STREET | INDIANAPOLIS | IN | 46226 | 300029575 | 501(C)(3) | 10000 | FMV | TO SUPPORT THE PROGRAM TO RAISE FUNDS FOR HISPANIC PROGRAMS AND SCHOLARSHIPS IN CENTRAL INDIANA. | |||
| LITTLE BETHEL MISSIONARY BAPTIST CHURCH | |||||||||||
| 3276 WINTHROP AVE | INDIANAPOLIS | IN | 46278 | 351476347 | 501(C)(3) | 10000 | FMV | "YOUNG LIONS" BOYS RITES OF PASSAGE | |||
| M S D OF LAWRENCE TOWNSHIP FOUNDATION INC | |||||||||||
| 6501 SUNNYSIDE ROAD SUITE 209 | INDIANAPOLIS | IN | 46236 | 351573468 | 501(C)(3) | 100000 | FMV | AVID, ADVANCEMENT VIA INDIVIDUAL DETERMINATION | |||
| MARIAN UNIVERSITY | |||||||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | 350868175 | 501(C)(3) | 77000 | FMV | THE 21ST CENTURY SCHOLARS PROGRAM AT MARIAN UNIVERSITY. SCHOLARSHIPS TO SUPPORT 21ST CENTURY SCHOLARS. JAN 2011 MATCHING GIFTS. | |||
| MARY RIGG NEIGHBORHOOD CENTER INCORPORATED | |||||||||||
| 1920 W MORRIS STREET | INDIANAPOLIS | IN | 46221 | 350868954 | 501(C)(3) | 100000 | FMV | LEARNING COMMUNITIES INITIATIVE, GEORGE WASHINGTON COMMUNITY H.S. | |||
| MARYLAND HIGHER EDUCATION COMMISSION | |||||||||||
| 839 BESTGATE ROAD SUITE 400 | ANNAPOLIS | MD | 214013013 | 526002033 | 501(C)(3) | 50000 | FMV | MARYLAND GO FOR IT COLLEGE ACCESS CAMPAIGN | |||
| MID-EASTERN ASSOC OF EDUCATIONAL OPPORTUNITY PROGRAM PERSONNEL | |||||||||||
| PO BOX 600 | LORETTO | PA | 15940 | 310939782 | 501(C)(3) | 44000 | FMV | COLLEGE GOAL SUNDAY | |||
| MIGHTY WRITERS | |||||||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | 010920922 | 501(C)(3) | 15000 | FMV | MIGHTY SAT PREP | |||
| MISSISSIPPI INSTITUTE OF HIGHER LEARNING | |||||||||||
| 3825 RIDGEWOOD ROAD | JACKSON | MS | 39211 | 064600783 | 501(C)(3) | 185000 | FMV | MISSISSIPPI ARTICULATION AND TRANSFER TOOL. COLLEGE GOAL SUNDAY | |||
| NATIONAL ASSOCIATION FOR EQUAL OPPORTUNITY IN HIGHER EDUCATION | |||||||||||
| 209 THIRD ST SE | WASHINGTON | DC | 20003 | 237439804 | 501(C)(3) | 25000 | FMV | NAFEO'S 2011 PRESIDENTIAL PEER SEMINAR AND LEADERSHIP TRAINING INSTITUTE | |||
| NATIONAL ASSOCIATION OF LATINO ELECTED OFFICIALS EDUCATIONAL FUND | |||||||||||
| 1122 W WASHINGTON BLVD THIRD FLOOR | LOS ANGELES | CA | 90015 | 521212849 | 501(C)(3) | 20000 | FMV | NALEO 7TH ANNUAL NATIONAL SUMMIT ON THE STATE OF LATINO EDUCATION, SEPTEMBER 26-28, 2011 | |||
| NATIONAL CENTER FOR YOUTH LAW | |||||||||||
| 405 14TH STREET 15TH FLOOR | OAKLAND | CA | 94612 | 942506933 | 501(C)(3) | 50000 | FMV | TO CREATE A NETWORK OF EDUCATION CHAMPIONS TO PROVIDE GUIDANCE TO FOSTER CARE YOUTH AS THEY EXPLORE PSE OPPORTUNITIES. | |||
| NATIONAL COLLEGE ACCESS NETWORK | |||||||||||
| 1001 CONNECTICUT AVE NW SUITE 632 | WASHINGTON | DC | 20036 | 311793562 | 501(C)(3) | 15000 | FMV | NATIONAL COLLEGE ACCESS NETWORK ANNUAL AWARDS OF EXCELLENCE | |||
| NATIONAL CONFERENCE OF STATE LEGISLATURES | |||||||||||
| 7700 EAST FIRST PLACE | DENVER | CO | 80230 | 840772595 | 501(C)(3) | 22500 | FMV | IMPROVING COLLEGE COMPLETION: BUILDING STATE LEGISLATIVE CAPACITY FOR MEANINGFUL REFORM | |||
| NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES | |||||||||||
| 444 NORTH CAPITOL ST SUITE 267 | WASHINGTON | DC | 20001 | 237391796 | 501(C)(3) | 35500 | FMV | GOVERNORS' HIGHER EDUCATION DASHBOARD. STRATEGIES FOR COLLABORATING WITH POLICYMAKERS. | |||
| NATIONAL SCHOLARSHIP PROVIDERS ASSOCIATION | |||||||||||
| 2222 14TH STREET | BOULDER | CO | 80302 | 364280502 | 501(C)(3) | 22432 | FMV | 2011 NSPA CONFERENCE SCHOLARSHIP FAIR AND PRESENTATION | |||
| NATIONAL SOCIETY OF HISPANIC MBAS | |||||||||||
| PO BOX 1501 | INDIANAPOLIS | IN | 46206 | 954196238 | 501(C)(3) | 20000 | FMV | PROJECT STEPPING STONE | |||
| NEVADA SYSTEM OF HIGHER EDUCATION COLLEGE OF EDUCATION | |||||||||||
| UNR 1664 N VIRGINIA ST MAILSTOP 278 | RENO | NV | 895570208 | 886000024 | 501(C)(3) | 120000 | FMV | NAV101 PROGRAM FOR CLARK COUNTY SCHOOL DISTRICT | 278 | ||
| NEW JERSEY CITY UNIVERSITY | |||||||||||
| 2039 KENNEDY BOULEVARD | JERSEY CITY | NJ | 07305 | 216000928 | 501(C)(3) | 25000 | FMV | NEW JERSEY CITY UNIVERSITY FINANCIAL LITERACY INITIATIVE / STUDENT FLEX TEAM | |||
| NORTHEASTERN ILLINOIS UNIVERSITY FOUNDATION | |||||||||||
| 5500 N ST LOUIS AVE | CHICAGO | IL | 606254699 | 237034689 | 501(C)(3) | 10000 | FMV | PRESIDENTIAL SCHOLARS PROGRAM | |||
| NORTHWEST EDUCATION LOAN ASSOCIATION | |||||||||||
| 309 23RD AVE S | SEATTLE | WA | 98144 | 911068278 | 501(C)(3) | 259000 | FMV | NELA SCHOLARS. THEWASHBOARD.ORG | |||
| OASFAA OHIO COLLEGE ACCESS NETWORK | |||||||||||
| 41 S HIGH STREET SUITE 1650 | COLUMBUS | OH | 43215 | 310883788 | 501(C)(3) | 10000 | FMV | COLLEGE GOAL SUNDAY | |||
| OKOLONA COMMUNITY DOLLARS FOR SCHOLARS | |||||||||||
| 102 SOUTH OLIVE STREET/POST OFFICE | OKOLONA | MS | 38860 | 651260594 | 501(C)(3) | 57500 | FMV | OKOLONA COMMUNITY DOLLARS FOR SCHOLARS. SCHOLARSHIP DONATION | BOX 559 | ||
| ON POINT FOR COLLEGE INC | |||||||||||
| 1654 W ONONDAGA STREET | SYRACUSE | NY | 13204 | 161569356 | 501(C)(3) | 49950 | FMV | ON POINT FOR COLLEGE COLLEGE ACCESS AND SUCCESS PROGRAM | |||
| OPERATION JUMP START | |||||||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | 330629895 | 501(C)(3) | 25000 | FMV | COLLEGE ACCESS MENTORING PROGRAM | |||
| PACIFIC FINANCIAL AID ASSOCIATION | |||||||||||
| 1314 S KING STREET SUITE 1164 | HONOLULU | HI | 96814 | 200429061 | 501(C)(3) | 25985 | FMV | COLLEGE GOAL SUNDAY. FINANCIAL AID NIGHTS | |||
| PARTNERSHIP FOR LEARNING | |||||||||||
| 321 NORTH PINE STREET | LANSING | MI | 48933 | 382955237 | 501(C)(3) | 12000 | FMV | 2011 EDUGUIDE'S COLLEGE GOAL SUNDAY CAMPAIGN | |||
| PHILADELPHIA FUTURES FOR YOUTH | |||||||||||
| 230 SOUTH BROAD STREET 7TH FLOOR | PHILADELPHIA | PA | 19102 | 232973098 | 501(C)(3) | 25000 | FMV | SAS COLLEGE RETENTION AND SUCCESS SERVICES: SUMMER INSTITUTE 2011 AND FIRST-YEAR TRANSITION SUPPORT | |||
| PHILANDER SMITH COLLEGE | |||||||||||
| 900 DAISY BATES DRIVE | LITTLE ROCK | AR | 72202 | 710239729 | 501(C)(3) | 24066 | FMV | THE SOPHOMORE STUDENT ENGAGEMENT PROGRAM (SSEP) | |||
| PHOENIX OPERA HOUSE & COMMUNITY CENTER INC | |||||||||||
| PO BOX 15 | RUSHVILLE | IL | 62681 | 371095989 | 501(C)(3) | 7500 | FMV | DEC 2010 MATCHING GIFT | |||
| POLICE ATHLETIC LEAGUE OF INDIANAPOLIS INC | |||||||||||
| 4209 N COLLEGE AVE | INDIANAPOLIS | IN | 46205 | 351534981 | 501(C)(3) | 50000 | FMV | INDY PAL CLUB YOUTH MENTORING PROGRAM | |||
| PRIESTS OF HOLY CROSS | |||||||||||
| PO BOX 774 | NOTRE DAME | IN | 46556 | 356026424 | 501(C)(3) | 10000 | FMV | DEC 2010 MATCHING GIFT | |||
| PUEBLO COMMUNITY COLLEGE | |||||||||||
| 900 WEST ORMAN AVENUE | PUEBLO | CO | 81004 | 840644739 | 501(C)(3) | 25000 | FMV | PEER ADVOCATES FOR STUDENT SUCCCESS (PASS) THROUGH FINANCIAL EDUCATION | |||
| PURDUE FOUNDATION DICK AND SANDY DAUCH ALUMNI CENTER | |||||||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 47907 | 310958507 | 501(C)(3) | 15000 | FMV | EMERGING URBAN LEADERS SCHOLARSHIP | |||
| PURDUE UNIVERSITY | |||||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | 356002041 | 501(C)(3) | 30000 | FMV | SCIENCE BOUND USA PARENTS PROGRAM | |||
| RANKEN JORDAN - A PEDIATRIC SPECIALTY HOSPITAL | |||||||||||
| 11365 DORSETT RD | MARYLAND HEIGHTS | MO | 63043 | 430666765 | 501(C)(3) | 7500 | FMV | EDUCAT | |||
| REACH FOR COLLEGE INC | |||||||||||
| 700 12TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 061756561 | 501(C)(3) | 25000 | FMV | REACH FOR COLLEGE! METRO DC | |||
| RILEY CHILDREN'S FOUNDATION | |||||||||||
| 30 S MERIDIAN STREET SUITE 200 | INDIANAPOLIS | IN | 462043540 | 350868147 | 501(C)(3) | 72000 | FMV | RILEY HOSPITAL FOR CHILDREN SCHOOL PROGRAM | |||
| RIVERVIEW HOSPITAL FOUNDATION | |||||||||||
| 395 WESTFIELD RD PO BOX 220 | NOBLESVILLE | IN | 46061 | 351378456 | 501(C)(3) | 6000 | FMV | DEC 2010 MATCHING GIFT | |||
| RONALD MCDONALD HOUSE CHARITIES INC | |||||||||||
| 111 MONUMENT CIRCLE SUITE 882 | INDIANAPOLIS | IN | 46204 | 351788444 | 501(C)(3) | 30000 | FMV | RONALD MCDONALD HOUSE CHARITIES SCHOLARSHIPS | |||
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | |||||||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 478033999 | 350868149 | 501(C)(3) | 10000 | FMV | NEED-BASED SCHOLARSHIPS | |||
| RUST COLLEGE | |||||||||||
| 150 RUST AVENUE | HOLLY SPRINGS | MS | 38635 | 640303805 | 501(C)(3) | 6000 | FMV | SCHOLARSHIP ASSISTANCE FOR LOW-INCOME STUDENTS | |||
| SAINT FLORIAN CENTER | |||||||||||
| 2511 E 46TH STREET SUITE P-1 | INDIANAPOLIS | IN | 46205 | 351971700 | 501(C)(3) | 20000 | FMV | "MY BROTHER'S KEEPER" | |||
| SALISH KOOTENAI COLLEGE | |||||||||||
| PO BOX 117 | PABLO | MT | 59855 | 810378823 | 501(C)(3) | 150000 | FMV | PARTNERS FOR STUDENT SUCCESS | |||
| SAN JACINTO COLLEGE FOUNDATION | |||||||||||
| 4624 FAIRMONT PARKWAY SUITE 208 | PASADENA | TX | 77504 | 760502278 | 501(C)(3) | 10000 | FMV | EXCELLENCE IN DEBT MANAGEMENT AWARDS | |||
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | |||||||||||
| PO BOX 839 | SANIBEL | FL | 33957 | 591205087 | 501(C)(3) | 10000 | FMV | APRIL 2011 MATCHING GIFT | |||
| SCHOLARSHIP AMERICA INC | |||||||||||
| 1550 AMERICAN BLVD EAST SUITE 155 | MINNEAPOLIS | MN | 55425 | 042296967 | 501(C)(3) | 24940 | FMV | LEARNING COMMUNITIES INITIATIVE | |||
| SCHOLARSHIP AMERICA INC | |||||||||||
| 1037 NE 65TH ST SUITE 234 | SEATTLE | WA | 98115 | 042296967 | 501(C)(3) | 15000 | FMV | LIGHT THE FIRE FOR EDUCATION | |||
| SEATTLE PUBLIC SCHOOLS | |||||||||||
| MS-32-156 PO BOX 34165 | SEATTLE | WA | 981241165 | 916001541 | 501(C)(3) | 40000 | FMV | COLLEGE BOUND SCHOLARSHIP COUNSELOR ON SPECIAL ASSIGNMENT | |||
| SECOND HELPINGS INC | |||||||||||
| 1121 SOUTHEASTERN AVE | INDIANAPOLIS | IN | 46202 | 351484281 | 501(C)(3) | 7200 | FMV | CULINARY JOB TRAINING PROGRAM | |||
| SITTING BULL COLLEGE | |||||||||||
| 9299 HWY 24 | FORT YATES | ND | 58538 | 237373765 | 501(C)(3) | 25000 | FMV | FINANCIAL EMPOWERMENT AWARENESS TEAM (FEAT) | |||
| SOUTH PUGET SOUND COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 2011 MOTTMAN ROAD SW | OLYMPIA | WA | 985126292 | 911174940 | 501(C)(3) | 31500 | FMV | THE ALL-WASHINGTON ACADEMIC TEAM PROGRAM | |||
| SOUTHWESTERN INDIAN POLYTECHNIC INSTITUTE BOARD OF REGENTS | |||||||||||
| 9169 COORS BLVD NW | ALBUQUERQUE | NM | 87120 | 850235298 | 501(C)(3) | 25000 | FMV | FINANCIALLY FIT: COMMUNITY PEER EDUCATION COMPONENT | |||
| ST MARIA GORETTI PARISH | |||||||||||
| 17102 SPRINGMILL ROAD | WESTFIELD | IN | 46074 | 351950891 | 501(C)(3) | 30000 | FMV | DEC 2010 MATCHING GIFT | |||
| ST VINCENT FOUNDATION | |||||||||||
| 8402 HARCOURT ROAD SUITE 210 | INDIANAPOLIS | IN | 46260 | 356088862 | 501(C)(3) | 70479 | FMV | PEYTON MANNING CHILDREN'S HOSPITAL AT ST.VINCENT FULL-TIME TEACHER | |||
| STARFISH | |||||||||||
| 814 N DELAWARE STREET | INDIANAPOLIS | IN | 46204 | 562442758 | 501(C)(3) | 515000 | FMV | "I MADE A DIFFERENCE TO THIS ONE" STARFISH INITIATIVE. BACK TO SCHOOL EXPO | 15000 | SOFTWARE APPLICATION | |
| STATE HIGHER EDUCATION EXECUTIVE OFFICERS | |||||||||||
| 3035 CENTER GREEN DR SUITE 100 | BOULDER | CO | 803012205 | 237167258 | 501(C)(3) | 40000 | FMV | "SHEEO STATE AGENCY POLICY WORKSHOP AT THE 2011 SHEEO ANNUAL HIGHER EDUCATION POLICY CONFERENCE: ADVANCING OPPORTUNITY, LEARNING, DATA USE, AND PRODUCTIVITY IN HIGHER EDUCATION" | |||
| STUDENT AFRICAN AMERICAN BROTHERHOOD NATIONAL HEADQUARTERS | |||||||||||
| PO BOX 350842 | TOLEDO | OH | 43635 | 760815208 | 501(C)(3) | 50000 | FMV | STUDENT AFRICAN AMERICAN BROTHERHOOD (SAAB) NATIONAL LEADERSHIP CONFERENCE. SAAB INDIANA HIGH SCHOOL EXPANSION PROJECT | |||
| STUDENT ASSISTANCE FOUNDATION OF MONTANA | |||||||||||
| 2500 BROADWAY PO BOX 203101 | HELENA | MT | 596203101 | 810527529 | 501(C)(3) | 10000 | FMV | "A STEP AHEAD" COLLEGE PREP CAMP | |||
| SUNNYSIDE DISTRICT ALUMNI ASSOCIATION SUSD PUBLIC RELATIONS | |||||||||||
| 2238 E GINTER RD | TUCSON | AZ | 85706 | 383810189 | 501(C)(3) | 7500 | FMV | SCHOLARSHIP DONATION | |||
| SUNNYSIDE UNIFIED SCHOOL DISTRICT FOUNDATION INC | |||||||||||
| 2238 EAST GINTER ROAD | TUCSON | AZ | 85706 | 866000792 | 501(C)(3) | 100000 | FMV | SUNNYSIDE UNIFIED SCHOOL DISTRICT LEARNING COMMUNITY INITIATIVE | |||
| SUSQUEHANNA UNIVERSITY | |||||||||||
| 514 UNIVERSITY AVENUE | SELINSGROVE | PA | 17870 | 231353385 | 501(C)(3) | 27500 | FMV | EDUCATIONAL ADVANCEMENT PROGRAMS. JAN 2011 MATCHING GIFT. | |||
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||||||
| 34TH STREET AND CIVIC CENTER | PHILADELPHIA | PA | 19104 | 232237932 | 501(C)(3) | 10000 | FMV | HOSPITAL SCHOOL PROGRAM OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA | BOULEVARD | ||
| THE FUND FOR HOOSIER EXCELLENCE | |||||||||||
| PO BOX 97 | INDIANAPOLIS | IN | 46206 | 351579672 | 501(C)(3) | 50000 | FMV | ANNUAL FUND FOR SCHOLARSHIPS | |||
| THE INDIANA PARTNERSHIPS CENTER | |||||||||||
| 921 E 86TH STREET SUITE 108 | INDIANAPOLIS | IN | 46240 | 352145677 | 501(C)(3) | 20000 | FMV | ATTEND AND ACHIEVE: FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT | |||
| THE POSSE FOUNDATION INC | |||||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | 133840394 | 501(C)(3) | 50000 | FMV | TO IDENTIFY, RECRUIT, AND SELECT STUDENT LEADERS FROM PUBLIC HIGH SCHOOLS AND SEND THEM IN GROUPS CALLED POSSES TO SOME OF THE TOP COLLEGES AND UNIVERSITIES IN THE COUNTRY. | |||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||
| 300 LAKESIDE DRIVE 7TH FLOOR | OAKLAND | CA | 94612 | 943067788 | 501(C)(3) | 77000 | FMV | PUENTE PROJECT 9TH GRADE STUDENT LEADERSHIP CONFERENCES | |||
| THURGOOD MARSHALL COLLEGE FUND INC | |||||||||||
| 80 MAIDEN LANE SUITE 2204 | NEW YORK | NY | 10038 | 411750692 | 501(C)(3) | 200000 | FMV | USA FUNDS/TMCF SCHOLARSHIP PROGRAM | |||
| THURGOOD MARSHALL COLLEGE FUND INC | |||||||||||
| 80 MAIDEN LANE SUITE 2204 | NEW YORK | NY | 10038 | 411750692 | 501(C)(3) | 50000 | FMV | 11TH ANNUAL LEADERSHIP INSTITUTION & RECRUITMENT FAIR | |||
| TRAINING INC | |||||||||||
| 333 N PENNSYLVANIA STREET SUITE 900 | INDIANAPOLIS | IN | 46204 | 351682914 | 501(C)(3) | 50000 | FMV | BRIDGES TO SUCCESS | 900 | ||
| TULANE UNIVERSITY OFFICE OF THE PRESIDENT | |||||||||||
| 218 GIBSON HALL 6823 ST CHARLES | NEW ORLEANS | LA | 70118 | 720423889 | 501(C)(3) | 25000 | FMV | SCHOLARSHIP, AND OR ANY USE OF FUNDS TO INCREASE ACCESS TO EDUCATION | |||
| U S DREAM ACADEMY INC | |||||||||||
| 5950 SYMPHONY WOODS ROAD SUITE 504 | COLUMBIA | MD | 21044 | 593514841 | 501(C)(3) | 115000 | FMV | 10TH ANNUAL POWER OF A DREAM GALA. DREAM ACADEMY ALUMNI COLLEGE SUCCESS PROGRAM | |||
| UNITED FRIENDS OF THE CHILDREN | |||||||||||
| 1055 WILSHIRE BLVD STE 1955 | LOS ANGELES | CA | 90017 | 953665186 | 501(C)(3) | 10000 | FMV | COLLEGE READINESS PROGRAM | |||
| UNITED NEGRO COLLEGE FUND | |||||||||||
| 3737 N MERIDIAN ST SUITE 203 | INDIANAPOLIS | IN | 46208 | 131624241 | 501(C)(3) | 347000 | FMV | UNCF/USA FUNDS SCHOLARSHIP PROGRAM. UNCF INDIANAPOLIS MASKED BALL. UNCF ANNUAL FUND DEVELOPMENT PROGRAM. UNCF CAMPAIGN MARKETING PROGRAM (BUILDING BRAND AWARENESS). DEC 2010 MATCHING GIFTS. | 146114 | UNCF GALA | |
| UNITED WAY OF CENTRAL INDIANA INC | |||||||||||
| 3901 N MERIDIAN ST | INDIANAPOLIS | IN | 462080409 | 351007590 | 501(C)(3) | 100000 | FMV | CONNECTED BY 25-EDUCATION SUCCESS PROGRAM. EARLY READERS CLUB. COMMUNITY SCHOOL COORDINATION. | |||
| UNIVERSITY OF HAWAII FOUNDATION | |||||||||||
| PO BOX 11270 | HONOLULU | HI | 968280270 | 990085260 | 501(C)(3) | 15000 | FMV | EXCELLENCE IN DEBT MANAGEMENT AWARDS | |||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 200 FLETCHER ST | ANN ARBOR | MI | 481091007 | 386006309 | 501(C)(3) | 20000 | FMV | SCHOLARSHIPS FOR HIGHLY QUALIFIED AFRICAN AMERICAN MALE LAW SCHOOL STUDENT | |||
| UNIVERSITY OF NEVADA RENO FOUNDATION | |||||||||||
| MAILSTOP 162 RENO NV 89557 | RENO | NV | 89557 | 942781749 | 501(C)(3) | 100000 | FMV | DEAN'S FUTURE SCHOLARS | |||
| UNIVERSITY OF NOTRE DAME | |||||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | 22500 | FMV | LAW SCHOOL ADVANCEMENT PROGRAMS. JAN 2011 MATCHING GIFT. | |||
| UNIVERSITY OF NOTRE DAME DU LAC | |||||||||||
| 202 BROWNSON HALL | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | 10000 | FMV | ABCS OF FINANCIAL LITERACY | |||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| OFFICE OF RESEARCH 3451 WALNUT | PHILADELPHIA | PA | 191046205 | 231352685 | 501(C)(3) | 182604 | FMV | MSI - MODELS OF SUCCES PROJECT | STREET P-221 | ||
| UNIVERSITY OF PITTSBURGH | |||||||||||
| 107 PARK PLAZA 128 NORTH CRAIG | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | 15000 | FMV | PURSUING THE PITTSBURGH PROMISE (TRIPLE P) | STREET | ||
| UNIVERSITY OF PORTLAND | |||||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | 930401259 | 501(C)(3) | 80000 | FMV | FUND THE "REV. E. WILLIAM BEAUCHAMP SCHOLARSHIP FUND." NOV 2010 MATCHING GIFT. | |||
| UNIVERSITY OF SOUTH FLORIDA | |||||||||||
| 4202 E FOWLER AVE SOC 107 | TAMPA | FL | 33620 | 592959590 | 501(C)(3) | 23000 | FMV | COLLEGE GOAL SUNDAY | |||
| UNIVERSITY OF VIRGINIA | |||||||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 229044807 | 546001796 | 501(C)(3) | 8000 | FMV | NEED-BASED SCHOLARSHIP ASSISTANCE THROUGH THE "ACCESS UVA" PROGRAM | |||
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 390743975 | 501(C)(3) | 12000 | FMV | JANUARY 2011 MATCHING GIFT | |||
| URBAN LEAGUE OF METROPOLITAN SEATTLE | |||||||||||
| 105 14TH AVE | SEATTLE | WA | 98122 | 910575954 | 501(C)(3) | 10000 | FMV | 11TH ANNUAL MEMBERSHIP BREAKFAST | |||
| USD 259 | |||||||||||
| 201 NORTH WATER | WICHITA | KS | 67202 | 486000351 | 501(C)(3) | 75000 | FMV | AVID (ADVANCEMENT VIA INDIVIDUAL DETERMINATION) SECONDARY | |||
| VALENCIA COMMUNITY COLLEGE FOUNDATION INC | |||||||||||
| 190 SOUTH ORANGE AVENUE | ORLANDO | FL | 32801 | 237442785 | 501(C)(3) | 30700 | FMV | EXPANDING AND ENHANCING THE FINANCIAL LITERARY AMBASSADORS | |||
| VIA CHRISTI FOUNDATION | |||||||||||
| 723 N MCLEAN SUITE 310 | WICHITA | KS | 67203 | 481173588 | 501(C)(3) | 21243 | FMV | CHILDLIFE CENTER'S EDUCATIONAL RESOURCE CENTER | |||
| WEST LOS ANGELES COLLEGE FOUNDATION | |||||||||||
| 9000 OVERLAND AVENUE | CULVER CITY | CA | 90230 | 237351797 | 501(C)(3) | 27460 | FMV | UMOJA SUMMER BRIDGE ACADEMY | |||
| WESTERN WASHINGTON UNIVERSITYWASHINGTON CAMPUS COMPACT | |||||||||||
| 516 HIGH ST MS5291 | BELLINGHAM | WA | 98225 | 916073519 | 501(C)(3) | 20000 | FMV | QUICK START TO COLLEGE - SENIOR YEAR | |||
| YMCA OF GREATER INDIANAPOLIS - URBAN MISSION BRANCH | |||||||||||
| 615 N ALABAMA ST SUITE 200 | INDIANAPOLIS | IN | 46204 | 350868211 | 501(C)(3) | 100000 | FMV | THE YMCA COLLEGE READINESS & ACCESS INITIATIVE | |||
| YMCA OF THE USA | |||||||||||
| 101 N WACKER DR | CHICAGO | IL | 60606 | 363258696 | 501(C)(3) | 50000 | FMV | COLLEGE GOAL SUNDAY (CGS) FORUM | |||
| YOUTH ENTREPRENEURS OF KANSAS | |||||||||||
| 4111 E 37TH STREET N STE D101 | WICHITA | KS | 67225 | 481187886 | 501(C)(3) | 75000 | FMV | YOUTH ENTREPRENEURS CLASSROOM AND ALUMNI PROGRAM SUPPORT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 167 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 680 | 939622 |
| FASFAA COMPLETION HELP | 10000 | 260000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: USA FUNDS' GRANT-MAKING IS LIMITED TO THE 50 U.S. STATES AND THE DISTRICT OF COLUMBIA. USA FUNDS MONITORS THE USE OF GRANT FUNDS BY REQUIRING THE GRANTEE TO SEND IN A FINAL ACCOUNTING REPORT DESCRIBING HOW THE FUNDS WERE USED. THIS REPORT WILL INCLUDE ACTUAL EXPENSES THAT WOULD BE COMPARED TO THE BUDGET SENT IN WITH THE ORGINAL GRANT REQUEST. IN ADDITION, PROGRAM OFFICERS PERFORM SITE VISITS OR ATTEND EVENTS THAT USA FUNDS HAS SPONSORED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARL DALSTROM | |||||||||||||
| 382430 | 0 | 166400 | 0 | 37936 | 0 | 156850 | 0 | 17748 | 0 | 761364 | 0 | 0 | 0 |
| STEPHEN HAM | |||||||||||||
| 208230 | 0 | 84100 | 0 | 24162 | 0 | 40019 | 0 | 20247 | 0 | 376758 | 0 | 0 | 0 |
| DAVID BOODT | |||||||||||||
| 207325 | 0 | 78700 | 0 | 10342 | 0 | 53454 | 0 | 22162 | 0 | 371983 | 0 | 0 | 0 |
| DENISE FESER | |||||||||||||
| 181165 | 0 | 76900 | 0 | 34283 | 0 | 35943 | 0 | 8354 | 0 | 336645 | 0 | 0 | 0 |
| GREGORY AYERS | |||||||||||||
| 161471 | 0 | 65900 | 0 | 33455 | 0 | 29400 | 0 | 20162 | 0 | 310388 | 0 | 0 | 0 |
| TERRY MUILENBURG | |||||||||||||
| 192107 | 0 | 86100 | 0 | 35051 | 0 | 39573 | 0 | 30958 | 0 | 383789 | 0 | 0 | 0 |
| ROBERT BALLARD | |||||||||||||
| 176688 | 0 | 74300 | 0 | 38377 | 0 | 37312 | 0 | 16284 | 0 | 342961 | 0 | 0 | 0 |
| DEBORAH MCCLOUD | |||||||||||||
| 129256 | 0 | 31717 | 0 | 41097 | 0 | 24163 | 0 | 16284 | 0 | 242517 | 0 | 0 | 0 |
| HENRY FERNANDEZ | |||||||||||||
| 128731 | 0 | 31686 | 0 | 23782 | 0 | 22412 | 0 | 14891 | 0 | 221502 | 0 | 0 | 0 |
| ANNE CALVERT | |||||||||||||
| 107519 | 0 | 25982 | 0 | 25203 | 0 | 19093 | 0 | 15022 | 0 | 192819 | 0 | 0 | 0 |
| JONI ANDERSON | |||||||||||||
| 104123 | 0 | 29068 | 0 | 20076 | 0 | 18531 | 0 | 8929 | 0 | 180727 | 0 | 0 | 0 |
| KRISANN PEARCE | |||||||||||||
| 133785 | 0 | 34478 | 0 | 11709 | 0 | 18033 | 0 | 27957 | 0 | 225962 | 0 | 0 | 0 |
| BRIAN ALLISON | |||||||||||||
| 109114 | 0 | 20438 | 0 | 28317 | 0 | 17540 | 0 | 24957 | 0 | 200366 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL- FIRST CLASS TRAVEL IS APPROVED FOR TRUSTEES IF THE FLIGHT IS MORE THAN 2 HOURS IN DURATION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. SUCH EXCEPTION, DUE TO A MEDICAL CONDITION, HAS BEEN APPROVED FOR CARL DALSTROM, CEO, BY THE BOARD CHAIR. FIRST CLASS TRAVEL IS APPROVED FOR EMPLOYEES, AT THE DISCRETION OF THE CEO, IF THEY TRAVEL FREQUENTLY AS PART OF THEIR POSITION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. SR. VP & CFO STEVE HAM HAS BEEN APPROVED BY THE CEO FOR ONE CLASS UPGRADE, WHICH MAY RESULT IN FIRST CLASS TRAVEL, DUE TO A MEDICAL CONDITION. PART I, LINE 1A: HEALTH OR SOCIAL CLUB DUES USA FUNDS MAY REIMBURSE EACH EMPLOYEE UP TO A MAXIMUM OF $250 PER CALENDAR YEAR FOR THE COST OF (I) EXERCISE EQUIPMENT PURCHASED DURING THE APPLICABLE CALENDAR YEAR AND/OR (II) A HEALTH OR FITNESS CLUB MEMBERSHIP. ALL REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE. |
| PART I, LINE 4B | SUCH A PLAN EXISTS FOR THE CEO OF USA FUNDS. NO PAYMENTS HAVE BEEN MADE UNDER THE PLAN. |
| PART I, LINE 7 | ALL OFFICERS AND ALL EMPLOYEES OF THE COMPANY PARTICIPATE IN THE "EMPLOYEE INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND INDIVIDUAL PERFORMANCE. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PORTLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | SEE PART V | RelationshipWithOrganization |
| Amount Of Grant | 50000 | AmountOfGrant |
| Type Of Assistance | SCHOLARSHIP FUND | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| GRIGSBY & ASSOCIATES | |||
| BOARD MEMBER | 74700 | SEE PART V | 0 |
| KREIG DEVAULT LLP | |||
| BOARD MEMBER | 53500 | SEE PART V | 0 |
| PREISTS OF THE HOLY CROSS | |||
| BOARD MEMBER | 34075 | SEE PART V | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE L, PART III - REV. BEAUCHAMP IS A MEMBER OF THE BOARD OF TRUSTEES FOR UNITED STUDENT AID FUNDS, INC. AND IS ALSO PRESIDENT OF THE UNIVERSITY OF PORTLAND. UNITED STUDENT AID FUNDS, INC. PROVIDES THAT ALL BOARD MEMBERS MAY DESIGNATE UP TO $25,000 TO BE GRANTED TO A NON-PROFIT EDUCATIONAL ORGANIZATION OF THEIR CHOICE. REV. BEAUCHAMP DESIGNATES THE UNIVERSITY OF PORTLAND FOR SUCH PURPOSES, FOR WHICH HE RECEIVES NO PERSONAL BENEFIT. REV. BEAUCHAMP'S DESIGNATED GIFT FOR CALENDAR YEAR 2010 WAS PAID IN FISCAL YEAR 2011. ALSO, REV. BEAUCHAMP'S DESIGNATED GIFT FOR CALENDAR YEAR 2011 WAS PAID IN FISCAL YEAR 2011. SCHEDULE L, PART IV, COLUMN B, LINE 1 - MARSHALL GRIGSBY, A BOARD MEMEBER OF THE UNITED STUDENT AID FUNDS, INC. , IS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GRIGSBY & ASSOCIATES, LLC, A CONLSULTING FIRM THAT SPECIALIZES IN EDUCATION POLICY ISSUES AND THE LEGISLATIVE PROCESS.SCHEDULE L, PART IV, COLUMN D, LINE 1 - MARSHALL GRIGSBY, IN HIS CAPACITY AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF GRIGSBY & ASSOCIATES, LLC RENDERED CONSULTING SERVICES TO THE CORPORATION AND ITS AFFLIATES DURING YEAR.SCHEDULE L, PART IV, COLUMN B, LINE 2 - WILLIAM NEALE IS A BOARD MEMBER OF UNITED STUDENT AID FUNDS, INC. AND IS A PARTNER IN THE LAW FIRM OF KRIEG DEVAULT, LLP.SCHEDULE L, PART IV, COLUMN D, LINE 2 - UNITED STUDENT AID FUNDS, INC., PAID A PORTION OF WILLIAM NEALE'S TRUSTEE FEES DIRECTLY TO KRIEG DEVAULT.SCHEDULE L, PART IV, COLUMN B, LINE 3 - REV. WILLIAM BEAUCHAMP IS A BOARD MEMBER OF UNITED STUDENT AID FUNDS, INC. AND IS A MEMBER OF THE PRIESTS OF THE HOLY CROSS, INDIANA PROVINCE.SCHEDULE L, PART IV, COLUMN D, LINE 3 - THE AMOUNTS REFLECTED ARE THE TRUSTEE FEES FOR REV. WILLIAM BEAUCHAMP WHICH WERE PAID DIRECTLY TO THE PRIESTS OF THE HOLY CROSS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING ARE OFFICERS AND BOARD MEMBERS OF UNITED STUDENT AID FUNDS, INC. OR ITS RELATED ORGANIZATION. MANY OF THE EMPLOYEES AND SOME TRUSTEES SERVE ON OTHER RELATED UNITED STUDENT AID FUNDS, INC. BOARDS. IKE BATALIS REV. WILLIAM BEAUCHAMP BLAKE DEVITT MARSHALL GRIGSBY NORMAN LEFSTEIN ILENE NAGEL WILLIAM NEALE ERNEST NEWBORN II EDWARD SCHMIDT CARL DALSTROM STEPHEN HAM DAVID BOODT DENISE FESER GREGORY AYERS TERRY MULLENBURG ROBERT BALLARD | |
| FORM 990, PART VI, SECTION A, LINE 6 | AS A DELAWARE NON-PROFIT ORGANIZATION, THIS CORPORATION HAS INDIVIDUALS AS ITS MEMBERS THAT SERVE AS ITS BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ONCE THE FORM 990 IS PREPARED BY THE COMPANY, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE AUDIT COMMITTEE HAS COMPLETED THEIR REVIEW, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FULL BOARD IN ADVANCE OF THE FORM BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD. | |
| ANNUALLY, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL EMPLOYEES. THE PURPOSE OF THE QUESTIONNAIRE IS TO SOLICIT INFORMATION ABOUT RELATIONSHIPS THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT DISCLOSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SET FORTH IN THE APPROVED CONFLICTS OF INTEREST POLICY FOR TRUSTEES. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES OR THE AUDIT COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE CHAIR OF THE AUDIT COMMITTEE, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING THE CONFLICT SHALL LEAVE THE ROOM IN WHICH THE MEETING IS HELD AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. A BOARD MEMBER SHALL ADVISE THE CHAIR OF THE AUDIT COMMITTEE AND THE CORPORATE SECRETARY IN WRITING OF ANY POTENTIAL CONFLICTS OF INTEREST WHICH ARISE AFTER SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION DETERMINATIONS OF USA FUNDS' CEO AND THE OTHER OFFICERS ARE MADE BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEE WHOSE MEMBERS HAVE NO CONFLICT OF INTEREST WITHIN THE MEANING OF TREAS. REG. 53.4958-6(C)(1)(III). THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY, AND WITH COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO AND ALL OTHER OFFICERS, AND DETERMINES IN ADVANCE THE REASONABLENESS OF COMPENSATION PAID TO AND BENEFITS PROVIDED TO SUCH INDIVIDUALS. AS PART OF THE ANNUAL PERFORMANCE EVALUATION, THE COMPENSATION COMMITTEE SOLICITS THE VIEWS OF THE CHAIRS OF THE OTHER BOARD COMMITTEES. THE DETERMINATIONS MADE AND THE BASIS OF SUCH DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITTEN MINUTES. FINAL DETERMINATIONS ARE REPORTED TO THE FULL BOARD OF TRUSTEES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS DURING THE YEAR: | CARL DALSTROM - 3 HOURS STEPHEN HAM - 4 HOURS DAVID BOODT - 8 HOURS JONI ANDERSON - 8 HOURS IKE BATALIS - 1 HOUR REV. WILLIAM BEAUCHAMP - 1 HOUR TERRY MUILENBURG - 2 HOURS DENISE FESER - 6 HOURS ROBERT BALLARD - 5 HOURS GREGORY AYERS - 2 HOURS DEBORAH MCCLOUD - 4 HOURS ANNE CALVERT - 4 HOURS | FORM 990, PART VII: |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -17,316,755. NET ACTUARIAL LOSS RELATED TO EMPLOYEE BENEFIT PLANS -1,372,785. TOTAL TO FORM 990, PART XI, LINE 5: -18,689,540. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST EDUCATION LOAN ASSOC | ||||||||||
| PO BOX 6028 | INDIANAPOLIS | IN | 462066028 | 911068278 | STUDENT LOAN GUARANTOR | WA | SECTION 501(C)(3) | 7 | USA FUNDS | 1 |
| SECONDARY MARKET SERVICES CORP - HAWAII | ||||||||||
| PO BOX 6028 | INDIANAPOLIS | IN | 462066028 | 351876688 | STUDENT LOAN SECONDARY MKT | HI | SECTION 501(C)(3) | 11A, I | USA FUNDS | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NORTHWEST EDUCATION LOAN ASSOCIATION | ||
| B | 244000 | FMV |
| NORTHWEST EDUCATION LOAN ASSOCIATION | ||
| K | 631722 | FMV |
| NORTHWEST EDUCATION LOAN ASSOCIATION | ||
| P | 464404 | COST REIMBURSEMENT |
| SECONDARY MARKET SERVICES CORP - HAWAII | ||
| A | 212636 | FMV |
| SECONDARY MARKET SERVICES CORP - HAWAII | ||
| K | 184502 | FMV |
| SECONDARY MARKET SERVICES CORP - HAWAII | ||
| P | 678540 | COST REIMBURSEMENT |