2026-02-26T16:31:07-06:00 2025-06-30 363168081 SIKICH LLC 3051 HOLLIS DRIVE 3RD FLOOR SPRINGFIELD IL 62704 990 2024-07-01 371019805 SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE FOUNDATION SOUT 6186502345 30 NORTH CIRCLE DR CAMPUS BX 1082 EDWARDSVILLE IL 620261082 JENELL WRIGHT CHIEF FINANCIAL OFFICER 6186502345 2026-02-26 1 1 KURT N WALCUTT P00650229 2177933363 2026-02-18 2024 2025-03-06 01:10:19Z SIUE FOUNDATION CONNIE COLLINS 30 NORTH CIRCLE DR CAMPUS BX 1082 EDWARDSVILLE IL 620261082 43809083 0 X WWW.SIUE.EDU/GIVE X 1977 IL PHILANTHROPIC SOLICITATION, CULTIVATION, AND RECOGNITION ON BEHALF OF SIUE. 24 20 0 40 0 0 5473094 6868258 217901 232057 1448741 3798214 -138753 -26596 7000983 10871933 2306884 3348945 0 0 0 0 0 0 521137 2731270 3288176 5038154 6637121 1962829 4234812 62831833 70905283 312661 678786 62519172 70226497 X THE SIUE FOUNDATION EXISTS TO SUPPORT THE MISSION, VISION, AND VALUES OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE. ON BEHALF OF THE UNIVERSITY, THE FOUNDATION PROVIDES FUNDRAISING COORDINATION AND IMPLEMENTATION, SERVES AS THE STEWARD FOR CONTRIBUTIONS, PRODUCES DONOR RECEIPTS, CONDUCTS THE DECENTRALIZED ANNUAL FUND DRIVE PROGRAMS, AND UPHOLDS THE HIGHEST STANDARDS OF FISCAL RESPONSIBILITY AND INVESTMENT MANAGEMENT. THESE EFFORTS ARE CONDUCTED IN RELATION TO THE DONORS' EXPRESSED WISHES AS WELL AS THE INSTRUCTIONAL SCHOLARSHIP, AND PUBLIC SERVICES PURSUITS OF THE UNIVERSITY. 0 0 3513112 1558115 232057 ADVANCE AND SUPPORT SIUE:THE SIUE FOUNDATION EXISTS TO SUPPORT THE MISSION, VISION, AND VALUES OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE. ON BEHALF OF THE UNIVERSITY, SIUE FOUNDATION PROVIDES FUNDRAISING COORDINATION AND IMPLEMENTATION, SERVES AS THE STEWARD FOR CONTRIBUTIONS, PRODUCES DONOR RECEIPTS, CONDUCTS THE DECENTRALIZED ANNUAL FUND DRIVE PROGRAMS, AND UPHOLDS THE HIGHEST STANDARDS OF FISCAL RESPONSIBILITY AND INVESTMENT MANAGEMENT. THESE EFFORTS ARE CONDUCTED IN RELATION TO THE DONORS' EXPRESSED WISHES AS WELL AS INSTRUCTIONAL SCHOLARSHIP AND PUBLIC SERVICE PURSUITS OF THE UNIVERSITY. 1790830 1790830 SIUE STUDENT SCHOLARSHIPS:SCHOLARSHIPS AND AWARDS FOR STUDENTS OF SIUE : IN FISCAL YEAR 2025, THE SIUE FOUNDATION PROVIDED OVER $1,790,000 IN SCHOLARSHIPS AND AWARDS TO ALMOST 800 OUTSTANDING STUDENTS. THE SIUE FOUNDATION PROVIDES FUNDING FOR SCHOLARSHIPS AND AWARDS BENEFITTING DESERVING SIUE STUDENTS IN SUPPORT OF THEIR EFFORTS TO ATTAIN A QUALITY EDUCATION ENABLING THEM TO LAUNCH THEIR PERSONAL VISION AND PROVIDE A SOLID PROFESSIONAL FOUNDATION TO BUILD UPON DURING THEIR LIFETIME. THROUGH SCHOLARSHIP PROCEDURES ESTABLISHED IN EACH COLLEGE, SCHOOL, DEPARTMENT, OR UNIT, STUDENT APPLICANTS ARE EVALUATED USING SPECIFIC CRITERIA FOR THE PARTICULAR SCHOLARSHIP OR AWARD ESTABLISHED BY THE DONOR OF THE FUNDS AWARDED. 5303942 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 97 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CO FL KY ME MD MA MI MN NV NH ND OH OR SC WA X JENELL WRIGHT 6186502345 30 NORTH CIRCLE DRIVE CAMPUS BX EDWARDSVILLE IL 620261082 DR DANIEL MAHONY SIU SYSTEM PRESIDENT 2.00 38.00 X 0 609846 95521 DR JAMES T MINOR SIUE CHANCELLOR 2.00 38.00 X 0 352690 34201 CONNIE COLLINS CEO, SIUE FOUNDATION 20.00 20.00 X X 0 208656 35975 JENELL WRIGHT CFO AND TREASURER, SIUE FOUNDATION 20.00 20.00 X X 0 127816 36572 ANDREW GLENN CHAIRPERSON 1.00 X X 0 0 0 JENNIFER HERTEL VICE-CHAIR 0.50 X X 0 0 0 CHARLES REIFSTECK THRU 63025 SECRETARY 0.50 X X 0 0 0 KEVIN RUSTTHRU 63025 CHAIR, FINANCE & INVESTMENT COMMITTEE 1.00 X X 0 0 0 DAVID HOPKINS PAST CHAIR 1.00 X 0 0 0 EDWARD HIGHTOWER EX OFFICIO - SIU BOT REPRESENTATIVE 1.00 X 0 0 0 MAGGIE KRUMWIEDETHRU 63025 EX OFFICIO - ALUMNI ASSOCIATION BOARD PRESIDENT 1.00 X 0 0 0 DAMON HARBISON DIRECTOR 0.50 X 0 0 0 KEITH KEHRER DIRECTOR 0.50 X 0 0 0 GAYLA MOORE DIRECTOR 0.50 X 0 0 0 DR TYRIA RILEY DIRECTOR 0.50 X 0 0 0 MIKE WENZEL DIRECTOR 0.50 X 0 0 0 MARK SHASHEK DIRECTOR 0.50 X 0 0 0 BILL LUAN DIRECTOR 0.50 X 0 0 0 BRIAN HENRY DIRECTOR 0.50 X 0 0 0 CHAD OPEL DIRECTOR 0.50 X 0 0 0 DARRYL TYLER DIRECTOR 0.50 X 0 0 0 EDWARD HUNEKE DIRECTOR 0.50 X 0 0 0 JONATHAN FOWLER DIRECTOR 0.50 X 0 0 0 KEVIN NICOL DIRECTOR 0.50 X 0 0 0 LARRY LEXOWTHRU 63025 DIRECTOR 0.50 X 0 0 0 NEAL ROLLERTHRU 63025 DIRECTOR 0.50 X 0 0 0 RYAN PERRYMAN DIRECTOR 0.50 X 0 0 0 TABATHA TURMAN DIRECTOR 0.50 X 0 0 0 KELSIA IVYTHRU 123024 DIRECTOR 0.50 X 0 0 0 AJAY KANSAL DIRECTOR 0.50 X 0 0 0 0 1299008 202269 0 0 1 0 BLACKBAUD INC 65 FAIRCHILD STREET DANIEL ISLAND CHARLESTON SC 29492 ENTERPRISE CLOUD-BASED SYSTEM 127738 RUFFALO NOEL LEVITZ 600 CONGRESS AVENUE SUITE 14025 AUSTIN TX 78701 EDUCATIONAL ADVANCEMENT TECHNOLOGY 105938 2 303828 6564430 621083 6868258 FEES & CONTRACTS FROM GOVERNMENT 611710 232057 232057 232057 2073686 2073686 34382918 32658390 1724528 1724528 1724528 246965 303828 278760 -31795 -31795 MISCELLANEOUS REVENUE - CSV 900099 5199 5199 5199 10871933 232057 0 3771618 1505986 1505986 1842959 1842959 27432 27432 39563 39563 124473 124473 339800 278527 20684 40589 99022 88608 950 9464 216862 61642 68043 87177 327693 30124 189109 108460 400804 218431 118907 63466 407568 378755 12767 16046 78377 71193 6189 995 89581 89581 143566 114134 29432 MEAL EXPENSE 382992 305377 30168 47447 STUDENT COMMODITIES 147133 25204 977 120952 PROMOTIONAL ITEMS & FUN 121441 102832 18609 SUPPLIES & MATERIALS 117595 95064 7279 15252 224274 185106 27879 11289 6637121 5303942 812042 521137 1656232 1539685 567584 945862 4340 28319 37655 483448 791548 3038522 1813996 1206298 1224526 57215649 64717662 1674303 1644005 62831833 70905283 286384 637182 8150 24405 18127 17199 312661 678786 X 4083476 5642314 58435696 64584183 62519172 70226497 62831833 70905283 4234812 3472513 0 X 0 1 X 1 0 X 5663879 5946698 4167442 5473094 6868258 28119371 471448 447691 348797 429359 463609 2160904 6135327 6394389 4516239 5902453 7331867 30280275 940012 29340263 1232851 2275621 1061140 940034 2073684 7583330 7995 23401 6082 6313 5199 48990 37912595 1037823 0.77390 0.72560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 7,995. 2021 AMOUNT: $ 23,401. 2022 AMOUNT: $ 6,082. 2023 AMOUNT: $ 6,313. 2024 AMOUNT: $ 5,199. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40186050 2102673 5134762 1100136 454641 367475 45501233 35927325 1489900 4594192 1035891 441008 348468 40186050 32520459 1353276 3191114 729677 294890 112957 35927325 35684353 3057149 -4722743 982798 389127 126375 32520459 26335757 2847345 7929607 954507 364741 109108 35684353 0.01590 0.77640 0.20770 0 0 2639877 1614059 1025818 42220 235 41985 356425 199702 156723 1224526 ANNUITY PAYABLE 17199 17199 X 14745467 3472513 463609 61885 3998007 10747460 124473 124473 10871933 7038142 463609 61885 525494 6512648 124473 124473 6637121 PART V, LINE 4: THE BOARD HAS ESTABLISHED A POLICY REGARDING SPENDING THE NET INCOME WITH THE STATED PURPOSE OF ENSURING THAT ADMINISTRATORS OF THESE FUNDS ARE ABLE TO MAKE THE BEST POSSIBLE USE OF THE EARNINGS OF THESE FUNDS WHILE PRESERVING THE INTEREST AND INTENT OF THE DONOR, THE FOUNDATION, AND THE UNIVERSITY. THE FOUNDATION'S INVESTMENT POLICY IS ADMINISTERED TO ALL ENDOWMENT FUNDS UNLESS EXCEPTIONS HAVE BEEN STIPULATED BY THE DONOR. THE EARNINGS CAN BE USED FOR THE PURPOSES SPECIFIED BY THE DONOR INCLUDING SCHOLARSHIPS, AWARDS, OR SUPPORT FOR A PARTICULAR SCHOOL OR DEPARTMENT. LESS THAN TWO PERCENT OF THE ENDOWMENT IS UNRESTRICTED. PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS ISSUED A DETERMINATION LETTER, DATED AUGUST 19, 1982, INDICATING THAT THE FOUNDATION QUALIFIES FOR FEDERAL INCOME TAX EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT FOR INCOME TAXES ASSOCIATED WITH UNRELATED BUSINESS INCOME. THE IRS HAS FURTHER DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION. THE FOUNDATION FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 61,885. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 61,885. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2649833 0 0 0 0 0 0 2649833 0 2649833 0 0 1 0 0 0 ATHLETICS RED & BLACK GALA 183779 101668 82111 4042 14925 39858 14028 10670 SCHOOL OF NURSING FUNDRAISER 79486 45050 34436 7490 16098 1885 825 9 287528 157110 130418 900 16651 52583 58980 15133 24692 550793 303828 246965 900 20693 74998 114936 31046 36187 278760 -31795 1 ALUMNI ASSOCIATION OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE 30 NORTH CIRCLE DR CAMPUS BOX 1031 EDWARDSVILLE IL 62026 237303172 501(C)(3) 97811 0 REIMBURSEMENT OF EXPENSES IN SUPPORT OF ALUMNI AFFAIRS' PROJECTS TO ADVANCE SIUE. SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE HAIRPIN DRIVE EDWARDSVILLE IL 62026 370986220 GOVERNMENT 1072003 309564 FMV ASSETS AND GIFTS IN KIND REIMBURSEMENT OF EXPENSES IN SUPPORT OF DEPARTMENTAL OR COLLEGE EXPENSES, MATERIALS, CONSTRUCTION PROJECTS. ST LOUIS AMERICAN FOUNDATION 2315 PINE STREET ST LOUIS MO 63103 431686282 501(C)(3) 20000 0 SALUTE TO EXCELLENCE IN EDUCATION SPONSORSHIP 3 SCHOLARSHIPS AND AWARDS ASSISTANCE TO SIUE STUDENTS 799 1790830 CASH METRO EAST STARTUP CHALLENGE COMPETITION WINNER 8 28000 CASH OTHER 40 COMPETITION WINNER 3 5000 CASH CEO ELEVATOR PITCH FISH TANK COMPETITION WINNER 10 1200 CASH DEPARTMENTAL BEST IN SHOW, YOUTH AWARD, HISTORIAN AWARD 7 3475 CASH EMERGENCY FUNDS FOR SHELTER AND FOOD 29 12454 CASH OUSTANDING STUDENT ORGANIZATION AWARDS 3 2000 CASH PART I, LINE 2: THE SIUE FOUNDATION OFFICE OF FINANCIAL AFFAIRS IS RESPONSIBLE FOR ENSURING FUNDS ARE UTILIZED IN ACCORDANCE WITH THE STIPULATIONS OF THE DONOR. MULTIPLE CHECKS AND BALANCES ARE IN PLACE TO MAXIMIZE CONTROLS OVER THE PROCESS INCLUDING REQUIREMENTS OF TWO APPROVALS FOR DISBURSEMENTS FROM THE ORIGINATING SCHOOL OR COLLEGE, ATTESTING COMPLIANCE WITH DONOR STIPULATIONS, SEGREGATION OF THE DISBURSEMENT PROCESSING STEPS IN FINANCIAL AFFAIRS AND DONOR REPORTING. DEPARTMENTAL REPORTING ALSO AIDS IN IDENTIFYING AND RESOLVING ANY VARIANCES TO STATED PROCEDURES REGARDING THE GRANTS/ASSISTANCE PAYMENTS. 0 0 0 0 0 0 0 0 0 DR DANIEL MAHONY SIU SYSTEM PRESIDENT 0 494846 0 115000 0 0 0 29590 0 65931 0 705367 0 0 DR JAMES T MINOR SIUE CHANCELLOR 0 352690 0 0 0 0 0 14794 0 19407 0 386891 0 0 CONNIE COLLINS CEO, SIUE FOUNDATION 0 208656 0 0 0 0 0 18015 0 17960 0 244631 0 0 JENELL WRIGHT CFO AND TREASURER, SIUE FOUNDATION 0 127816 0 0 0 0 0 10187 0 26385 0 164388 0 0 PART I, LINE 3 THE SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE (SIUE) HUMAN RESOURCES DEPARTMENT (A RELATED ORGANIZATION) MAINTAINS EXTENSIVE REGIONAL SALARY DATA. SIUE GUIDES AND ESTABLISHES THE POLICIES AND PROCEDURES IN DETERMINING AN APPROPRIATE SALARY BASED ON REVIEW OF COMPARABLE POSITIONS AND BUDGETARY CONSIDERATIONS, AND ALL PERSONNEL ARE EMPLOYED BY SIUE. X 2 FAIR MARKET VALUE X 501 FAIR MARKET VALUE X 11 260582 AVERAGE OF HIGH/LOW DATE X 5046 173176 FAIR MARKET VALUE X HEALTH SCIENCES EQUIPMENT & SUPPLIES 11 76911 FAIR MARKET VALUE X AUCTION ITEMS 260 50287 FAIR MARKET VALUE X DENTAL EQUIPMENT FOR NEW SDM BUILDING 250 50188 FAIR MARKET VALUE X ENGINEERING EQUIPMENT 60 4876 FAIR MARKET VALUE X PHARMACY 4 3910 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: AN AUCTION HOUSE IS SOMETIMES USED TO SELL ARTWORK AND OTHER COLLECTIBLES AND ARE PAID A FLAT COMMISSION PERCENTAGE FROM THE PROCEEDS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WAS EMAILED A COPY OF THE PREPARED FORM 990 BEFORE IT WAS FILED. THE AUDIT COMMITTEE REVIEWED THE 990. THE FILING IS REVIEWED IN DETAIL TO ENSURE THE COMMITTEE IS COMFORTABLE WITH THE PROCESS USED BY MANAGEMENT TO COMPLETE THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS INCLUDING ITS OFFICERS AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION ARE REQUIRED TO ANNUALLY COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT IT TO THE FOUNDATION. THE SIUE FOUNDATION REGULARLY TRACKS AND UPDATES PERSONAL AND PROFESSIONAL MATTERS OF BOARD MEMBERS AND ANY CONFLICT NOT REPORTED WOULD BE INVESTIGATED BY THE SIUE FOUNDATION. THE FOUNDATION CREATES A CULTURE OF TRANSPARENCY IN WHICH BOARD MEMBERS REPORT ANY POTENTIAL CONFLICTS THAT MAY ARISE AND APPROPRIATE ACTIONS ARE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES HAVE BEEN TRADITIONALLY HIRED WITH THE APPOINTMENT OF A COMMITTEE. ONE RESPONSIBILITY OF THE COMMITTEE IS TO EVALUATE A SALARY RANGE. THE HUMAN RESOURCES DEPARTMENT OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE MAINTAINS EXTENSIVE SALARY DATA AND AS EMPLOYEES ARE PAID BY THE UNIVERSITY AND NOT BY THE FILING OF THE ORGANIZATION, THE UNIVERSITY ASSISTS IN THE PROCESS OF DETERMINING AN APPROPRIATE SALARY TO OFFICERS BASED ON REVIEW OF COMPARABLE POSITIONS AND BUDGETARY CONSIDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST INCLUDE THE AUDIT REPORT, CONFLICT OF INTEREST POLICY, AND THE GOVERNING DOCUMENT. SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE 1 HAIRPIN DR EDWARDSVILLE IL 62025 370986220 PUBLIC UNIVERSITY IL 501(C)(3) LINE 6 0 ALUMNI ASSOCIATION OF SIUE 30 NORTH CIRCLE DR CAMPUS BOX 1031 EDWARDSVILLE IL 620261031 237303172 ALUMNI ASSOCIATION IL 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0