2012-08-13T14:43:17-05:00 2011-09-30 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 2000 INDIANAPOLIS IN 462045108 990 2010-10-01 946050341 UNITED STUDENT AID FUNDS INC UNIT 3178061231 9998 CROSSPOINT BLVD NO 400 INDIANAPOLIS IN 462563307 STEPHEN C HAM 3178061231 2012-08-13 1 SHAWNA M JIMENEZ 3174648600 2010 2016-02-24 21:20:13Z CARL DALSTROM 9998 CROSSPOINT BLVD NO 400 INDIANAPOLIS IN 462563307 784861597 0 X WWW.USAFUNDS.ORG X 1960 DE TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS. 12 9 154 0 0 0 0 0 395343051 392137408 12139857 20200473 0 0 407482908 412337881 7051855 12857072 0 0 16598238 20823345 0 0 0 327540376 322203370 351190469 355883787 56292439 56454094 1082676028 1024408298 569983129 473950845 512692899 550457453 X USA FUNDS' MISSION IS TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS AND SUCCESS BY PROVIDING AND SUPPORTING FINANCIAL AND OTHER VALUED SERVICES. 0 0 41034758 45083104 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. 42506323 50173699 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. 212526930 273457454 COLLECTION ON DEFAULTED LOANS - USA FUNDS SUCCESSFULLY COLLECTED OVER $1.34 BILLION ON DEFAULTED EDUCATIONAL LOANS IN THE CURRENT YEAR. 31246535 12524072 23423151 INCLUDES OTHER GUARANTOR REVENUES, AS DEFINED BY THE U.S. HIGHER EDUCATION ACT, AND ADMINISTRATIVE FEES CHARGED TO RELATED TAX-EXEMPT ORGANIZATIONS. 31246535 12524072 23423151 327314546 1 0 0 1 0 0 0 1 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 1 0 0 0 0 0 1 1 1 0 0 1 96 0 1 154 1 0 1 CJ 0 0 0 0 0 0 0 0 X 12 9 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA DC IL IN OR X DEBORAH L MCCLOUD 3178061231 9998 CROSSPOINT BLVD SUITE 400 INDIANAPOLIS IN 462563307 X CARL DALSTROM 40.00 X X 586766 0 174598 IKE BATALIS 5.00 X 59332 0 0 REV WILLIAM BEAUCHAMP 7.00 X 34075 0 0 BLAKE DEVITT 5.00 X 49500 0 0 MARSHALL GRIGSBY 6.00 X 40750 0 0 NORMAN LEFSTEIN 5.00 X 38250 0 0 ILENE NAGEL 7.00 X 36750 0 0 WILLIAM NEALE 5.00 X 58500 0 0 ERNEST NEWBORN II 6.00 X 58500 0 0 EDWARD SCHMIDT 5.00 X 60332 0 0 ERIK MORENO 6.00 X 0 0 0 MARLENE COULIS 6.00 X 0 0 0 STEPHEN HAM 40.00 X 316492 0 60266 DAVID BOODT 40.00 X 296367 0 75616 DENISE FESER 40.00 X 292348 0 44297 GREGORY AYERS 40.00 X 260826 0 49562 TERRY MUILENBURG 40.00 X 313258 0 70531 ROBERT BALLARD 40.00 X 289365 0 53596 DEBORAH MCCLOUD 40.00 X 202070 0 40447 HENRY FERNANDEZ 40.00 X 184199 0 37303 ANNE CALVERT 40.00 X 158704 0 34115 JONI ANDERSON 32.00 X 153267 0 27460 KRISANN PEARCE 40.00 X 179972 0 45990 BRIAN ALLISON 40.00 X 157869 0 42497 3827492 0 756278 34 0 1 0 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 37 COLLECTIONS ON DEFAULT 522200 273457454 273457454 DEFAULT AVERSION FEES 522200 50173699 50173699 GUARANTEE SERVICES 522200 45083104 45083104 23423151 23423151 392137408 14372724 14372724 377733670 617795 372523716 5209954 617795 5827749 5827749 412337881 392137408 0 20200473 11657450 11657450 1199622 1199622 3680033 3680033 12162066 3688493 8473573 484272 151702 332570 3490812 1054829 2435983 1006162 293613 712549 542832 418967 123865 349782 349782 13902 13902 559487 559487 7564164 604732 6959432 944538 377969 566569 149306 48578 100728 12013564 11074249 939315 897180 897180 1179932 235301 944631 594726 404654 190072 10802 10802 478075 478075 278124 278124 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 558945 36376 522569 355883787 327314546 28569241 0 36469370 16452017 80023278 69250876 78817321 61414590 3302749 1448555 1262382 1854194 491591553 563109845 394512124 312326776 1082676028 1024408298 117021036 112342606 200152 1565416 87199310 70750697 365562631 289292126 569983129 473950845 X 512692899 550457453 512692899 550457453 1082676028 1024408298 X 56454094 -18689540 X 0 1 1 X 1 1 X 138768631 138768631 138768631 138768631 138768631 14659340 14152105 11509585 10018941 14372724 64712695 203481326 1869952434 0.68200 0.80120 X 0 1 0 0 0 0 1 19222 0 0 19222 0 0 1 269350 64615 204735 2199334 1064047 1135287 834065 319893 514172 1854194 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 312326776 PART IV, LINE 2B: LIABILITIES INCURRED ON BEHALF OF THE FEDERAL RESERVE FUND DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. 1 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 STREET INDIANAPOLIS IN 46208 351389882 501(C)(3) 25000 15000 FMV SOFTWARE APPLICATION PROJECT MR. (MALE RESPONSIBILITY) CENTRAL INDIANA COMMUNITY FOUNDATION INC 615 N ALABAMA ST SUITE 119 INDIANAPOLIS IN 46204 351793680 501(C)(3) 150000 88940 FMV LATINO DINNER INDIANA LATINO SCHOLARSHIP FUND 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 SUITE 100 INDIANAPOLIS IN 46214 350876381 501(C)(3) 20000 FMV GIRL SCOUTS OF CENTRAL INDIANA SCHOLARSHIP PROGRAM 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 800 INDIANAPOLIS IN 46204 260036285 501(C)(3) 60000 FMV CAREERS FOR THE FUTURE EDUCATION PROGRAM 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 DRIVE INDIANAPOLIS IN 46208 237073977 501(C)(3) 20000 FMV SCIENCE, TECHNOLOGY, ENGINEERING AND MATH SUPPLEMENTAL ASSISTANCE PROGRAM 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 278 278 RENO NV 895570208 886000024 501(C)(3) 120000 FMV NAV101 PROGRAM FOR CLARK COUNTY SCHOOL DISTRICT 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 BOX 559 OKOLONA MS 38860 651260594 501(C)(3) 57500 FMV OKOLONA COMMUNITY DOLLARS FOR SCHOLARS. SCHOLARSHIP DONATION 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 15000 FMV SOFTWARE APPLICATION "I MADE A DIFFERENCE TO THIS ONE" STARFISH INITIATIVE. BACK TO SCHOOL EXPO 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 BOULEVARD PHILADELPHIA PA 19104 232237932 501(C)(3) 10000 FMV HOSPITAL SCHOOL PROGRAM OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA 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 900 900 INDIANAPOLIS IN 46204 351682914 501(C)(3) 50000 FMV BRIDGES TO SUCCESS 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 146114 FMV UNCF GALA 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. 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 STREET P-221 PHILADELPHIA PA 191046205 231352685 501(C)(3) 182604 FMV MSI - MODELS OF SUCCES PROJECT UNIVERSITY OF PITTSBURGH 107 PARK PLAZA 128 NORTH CRAIG STREET PITTSBURGH PA 15260 250965591 501(C)(3) 15000 FMV PURSUING THE PITTSBURGH PROMISE (TRIPLE P) 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 167 SCHOLARSHIPS 680 939622 FASFAA COMPLETION HELP 10000 260000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X 1 1 X X X X X X 0 1 0 0 0 0 0 1 0 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 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. UNIVERSITY OF PORTLAND SEE PART V 50000 SCHOLARSHIP FUND 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 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. 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. FORM 990, PART VI, SECTION B, LINE 12C 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 15 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 C, LINE 19 THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS DURING THE YEAR: FORM 990, PART VII: 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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. 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 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