MINNESOTA MEDICAL FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA MEDICAL FOUNDATION (EIN 41-6027707)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-09
- IRS object ID
- 201110459349301156
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-09T13:02:00-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416027707 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA MEDICAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MINN | NameControl |
| Phone | 6126251440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Oak Street SE | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55455 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Becky Malkerson | Name |
| Title | President and CEO | Title |
| Phone | 6126251440 | Phone |
| Date Signed | 2011-01-31 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Cynthia J Kaiser | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Oak Street SE Suite 300 | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 744585557 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.mmf.umn.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1939 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | The mission of the Minnesota Medical Foundation is to improve the quality of life for the people of Minnesota, the nation, and the world by supporting the advancement of health-related education, research, and service at the University of Minnesota. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 111 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1115 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 79171407 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 47153770 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 717636 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1667373 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -41646753 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18392503 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5237809 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5165097 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43480099 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72378743 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 41356146 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 43356960 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8150062 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8017033 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 55985 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 58733 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7072282 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5107842 | OtherExpensePriorYear |
| Other Expenses Current Year | 4505895 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 54670035 | TotalExpensesPriorYear |
| Total Expenses Current Year | 55938621 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11189936 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16440122 | RevenuesLessExpensesCY |
| Total Assets BOY | 400685190 | TotalAssetsBOY |
| Total Assets EOY | 406861800 | TotalAssetsEOY |
| Total Liabilities BOY | 29894041 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16144850 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 370791149 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 390716950 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Minnesota Medical Foundation is to improve the quality of life for the people of Minnesota, the nation, and the world by supporting the advancement of health-related education, research, and service at the University of Minnesota. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 43369239 | Expense |
| Grants | 42942492 | Grants |
| Revenue | 1656038 | Revenue |
| Description | Medical Research and Education: The Minnesota Medical Foundation (MMF) is a valuable source of funding for critical research in areas such as cardiovascular disease, diabetes, cancer, brain and nervous disorders, childhood diseases, and other health problems. Such funding supports work conducted across 38 departments of hte Universit of Minnesota's Medical School, School of Public Health, and Masonic Cancer Center. In addition, the organization helps the Medical School recruit some of the world's top researchers and clinicians who, in turn, attract exceptional students. During the year ended June 30, 2010, the organization disbursed more than $40 million to the University of Minnesota in support of these goals. Besides research support, the organization provides scholarships that enable students to afford the high price of a medical or public health education. During the reporting year, MMF awarded 795 scholarships that totaled nearly $2 million. Additionally, the organization's research grants program offers young investigators seed money for promising explorations in health-related areas still in the developmental stages. In fiscal year 2010, the organization awarded more than $500,000 to 62 faculty members in support of these trials. Finally, MMF also manages more than 1,900 funds that support reseach, faculty positions, academic programs, scholarships, equipment purchases and building construction, lecturships, and fellowships. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 931704 | Expense |
| Grants | 414468 | Grants |
| Revenue | 11335 | Revenue |
| Description | Community Capacity Building: The Minnesota Medical Foundation hosts medical alumni and reunions and other alumni events, as well as programs that connect current medical students with alumni and mentors. It also hosts scholarship events that recognize donors and scholarship recipients from the University of Minnesota Medical School and School of Publich Health. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 558921 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Media and Communications Programs: Through a wide range of print and electronic publications, social media, and its web site, the Minnesota Medical Foundation shares important news and information with faculty, staff, students, alumni, donors, prospective donors, and other friends of the University of Minnesota Medical School, School of Public Health, Masonic Cancer Center, and related programs. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 44859864 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 301 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 111 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 89 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | 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 | 0 | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cynthia J Kaiser CFO | NamePerson |
| Telephone Number | 6126251440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Oak Street SE | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554552030 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (55 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 |
|---|---|---|---|---|---|---|---|---|
| Stern Mary K | ||||||||
| Chair | 12 | X | X | 0 | 0 | 0 | ||
| Olson Thomas G | ||||||||
| Vice Chair | 15 | X | X | 0 | 0 | 0 | ||
| Gunderson Susan | ||||||||
| Secretary | 1 | X | X | 0 | 0 | 0 | ||
| Neetenbeek Eric | ||||||||
| Treasurer | 6 | X | X | 0 | 0 | 0 | ||
| Agee Catherine | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Allen Clyde E | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Allison Mark | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Anderson James | ||||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | |||
| Andreini-Arnold Patti | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ankeny DeWalt H | ||||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |||
| Bruininks Robert | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Cannom David | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Cartier Thomas | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Cerra Frank B | ||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |||
| Craig James L | ||||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |||
| Davis Gary L | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Dayton Wendy | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ebner Timothy J | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Eustis Mark | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Finnegan John R Jr | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Forster Barbara L | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Gaviser Judy | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Goldberg Stanley M | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Good Alison | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Grant Peter M | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Grossman Beverly | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Hallberg John | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Hawn Elizabeth | ||||||||
| Trustee | 2.5 | X | 0 | 0 | 0 | |||
| Kaplan Sidney | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Kuntz Richard E | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Lindstrom Richard | ||||||||
| Trustee | 4 | X | 0 | 0 | 0 | |||
| Maas George | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Miller Wesley | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Murphy John M | ||||||||
| Trustee | 0 | X | 0 | 0 | 0 | |||
| Ordway Philip W | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ostlund Richard | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Paller Mark | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Paperella Treva | ||||||||
| Trustee | 35 | X | 0 | 0 | 0 | |||
| Plimpton Susan B | ||||||||
| Trustee | 3 | X | 0 | 0 | 0 | |||
| Schulenberg Robert N | ||||||||
| Trustee | 4 | X | 0 | 0 | 0 | |||
| Steiner James P | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Stephenson James P | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Stillman Martin J | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Thompson Roby | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Vickers Selywn | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Winston Wallin | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Wiser Charles F Jr | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Malkerson Becky | ||||||||
| CEO and Presidenet | 65 | X | 334436 | 0 | 38695 | |||
| Kaiser Cynthia J | ||||||||
| CFO/VP-Operations | 50 | X | 178241 | 0 | 29772 | |||
| Porter Patricia | ||||||||
| VP-Development | 55 | 174585 | 0 | 29963 | X | |||
| McCarthy Mary | ||||||||
| Associate Director -IS | 40 | 126332 | 0 | 36067 | X | |||
| Youngerman Sarah | ||||||||
| VP -Marketing | 50 | 123627 | 0 | 35224 | X | |||
| Watson Jeannie | ||||||||
| Associate VP - Development | 40 | 124799 | 0 | 16427 | X | |||
| Soderholm Jennifer | ||||||||
| Associate VP-Development | 50 | 132018 | 0 | 35933 | X | |||
| Thurman Erik | ||||||||
| Associate VP-Development | 50 | 122230 | 0 | 34497 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1316268 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 256578 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| University Gateway Corp | ||||||
| C/O Noth Marq | CM-9778 PO Box 70870 | Minneapolis | MN | 551709778 | Building leasing and management | 448179 |
| Chase Investment Counsel Corp | ||||||
| 300 Preston Ave | Suite 500 | Charlottesville | VA | 22902 | Investment Management | 185122 |
| Blackbaud | ||||||
| PO Box 930256 | Atlanta | GA | 31193 | Software Development | 182358 | |
| Bentz Whaley Flessner | ||||||
| 7251 Ohms Lane | Minneapolis | MN | 55439 | Consulting Services | 141204 | |
| Grizzard Communications Group | ||||||
| PO Box 53421 | Atlanta | GA | 30353 | Communications Consulting | 141192 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 1139035 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 46014735 | AllOtherContributions |
| Noncash Contributions | 1208069 | NoncashContributions |
| Total Contributions | 47153770 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Student Loan Interest | 525990 | 93924 | 93924 | 0 | $0 |
| Registration and program fees | 611710 | 1573449 | 1573449 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1667373 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4874527 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,874,527 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 685007036 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 671489060 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13517976 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13517976 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $13,517,976 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 447279 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1139035 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 717754 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -270475 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$270,475 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Rent Reduction | 531120 | 98444 | 0 | 0 | $98,444 |
| Net Transfers in from Other Organizations | 900099 | 5337128 | 5337128 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5435572 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72378743 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7004501 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $18,220,472 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42918618 | Total |
| Program Services | 42918618 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438342 | Total |
| Program Services | 438342 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1010083 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 585216 | ManagementAndGeneral |
| Fundraising | 424867 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5228271 | Total |
| Program Services | 461167 | ProgramServices |
| Management And General | 1499317 | ManagementAndGeneral |
| Fundraising | 3267787 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552159 | Total |
| Program Services | 58237 | ProgramServices |
| Management And General | 126757 | ManagementAndGeneral |
| Fundraising | 367165 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 790971 | Total |
| Program Services | 63503 | ProgramServices |
| Management And General | 280467 | ManagementAndGeneral |
| Fundraising | 447001 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435549 | Total |
| Program Services | 29182 | ProgramServices |
| Management And General | 135456 | ManagementAndGeneral |
| Fundraising | 270911 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42669 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 10158 | ManagementAndGeneral |
| Fundraising | 32511 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33218 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 33218 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58733 | Total |
| Fundraising | 58733 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426747 | Total |
| Program Services | 426747 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853368 | Total |
| Program Services | 185346 | ProgramServices |
| Management And General | 352241 | ManagementAndGeneral |
| Fundraising | 315781 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1039692 | Total |
| Program Services | 156055 | ProgramServices |
| Management And General | 231689 | ManagementAndGeneral |
| Fundraising | 651948 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268484 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 209811 | ManagementAndGeneral |
| Fundraising | 58673 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562710 | Total |
| Program Services | 56367 | ProgramServices |
| Management And General | 197278 | ManagementAndGeneral |
| Fundraising | 309065 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206304 | Total |
| Program Services | 4754 | ProgramServices |
| Management And General | 39026 | ManagementAndGeneral |
| Fundraising | 162524 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169201 | Total |
| Program Services | 5178 | ProgramServices |
| Management And General | 48183 | ManagementAndGeneral |
| Fundraising | 115840 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203568 | Total |
| Program Services | 20392 | ProgramServices |
| Management And General | 71368 | ManagementAndGeneral |
| Fundraising | 111808 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13764 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 13764 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Alumni and Scholarship Programs | 373545 | 34399 | 26688 | 312458 |
| Dues & Subscriptions | 72987 | 383 | 21386 | 51218 |
| Miscellaneous | 239638 | 1194 | 124452 | 113992 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55938621 | Total |
| Program Services | 44859864 | ProgramServices |
| Management And General | 4006475 | ManagementAndGeneral |
| Fundraising | 7072282 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88708 | BOY |
| EOY | 257084 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14858826 | BOY |
| EOY | 36593051 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111544052 | BOY |
| EOY | 106215146 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61182 | BOY |
| EOY | 23217 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1927834 | BOY |
| EOY | 1931005 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81515 | BOY |
| EOY | 76790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2028725 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1720723 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 428145 | BOY |
| EOY | 308002 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236673969 | BOY |
| EOY | 225556121 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35020959 | BOY |
| EOY | 35901384 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400685190 | BOY |
| EOY | 406861800 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4281797 | BOY |
| EOY | 3933643 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331167 | BOY |
| EOY | 284333 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281250 | BOY |
| EOY | 262500 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24999827 | BOY |
| EOY | 11664374 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29894041 | BOY |
| EOY | 16144850 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10776361 | BOY |
| EOY | 10691553 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202569742 | BOY |
| EOY | 208766349 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157445046 | BOY |
| EOY | 171259048 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370791149 | BOY |
| EOY | 390716950 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400685190 | BOY |
| EOY | 406861800 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44911268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49870373 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102156864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 79171407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47153770 | CurrentTaxYear |
| Total | 323263682 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44911268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49870373 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102156864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 79171407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47153770 | CurrentTaxYear |
| Total | 323263682 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 44225055 | AmountsSubstContributorsTotal |
| Public Support Total170 | 279038627 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6177955 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6317009 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6295662 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5988864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4604052 | CurrentTaxYear |
| Total | 29383542 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 352647224 | TotalSupport |
| Gross Receipts From Admissions Etc | 20522366 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79127 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74625 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 228552 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 10326 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 328876 | AggregateDAFValue |
| Aggregate Fund Value | 0 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 168365409 | BeginningOfYearBalance |
| Contributions | 22440071 | Contributions |
| Investment Earnings Or Losses | 18037104 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 923213 | GrantsOrScholarships |
| Other Expenditures | 22105747 | OtherExpenditures |
| Administrative Expenses | 3600082 | AdministrativeExpenses |
| End Of Year Balance | 182213542 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 239898465 | BeginningOfYearBalance |
| Contributions | 11907149 | Contributions |
| Investment Earnings Or Losses | -57434156 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7794600 | GrantsOrScholarships |
| Other Expenditures | 14607490 | OtherExpenditures |
| Administrative Expenses | 3603959 | AdministrativeExpenses |
| End Of Year Balance | 168365409 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.226 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.774 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 379141 | OtherCostOrOtherBasis |
| Depreciation | 335382 | Depreciation |
| Book Value | 43759 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1120448 | OtherCostOrOtherBasis |
| Depreciation | 897223 | Depreciation |
| Book Value | 223225 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 529136 | OtherCostOrOtherBasis |
| Depreciation | 488118 | Depreciation |
| Book Value | 41018 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 308002 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Gifts-in-Kind | 15491 |
| Investments in Split Interest Agreements | 9717570 |
| Interest in Charitable Trusts | 22372415 |
| Interest in Charitable Lead Trust | 3088023 |
| Interest in Commercial Annuity Contract | 707885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 35901384 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split Interest Agreement Liabilities | $6,119,134 |
| Investment held for the custody of others | $1,425,240 |
| Investment loan payable | $4,120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11664374 | TotalOfAmounts |
| Total Revenue | 72378743 | TotalRevenue |
| Total Expenses | 55938621 | TotalExpenses |
| Excess Or Deficit For Year | 16440122 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2293167 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $1,192,512 | OtherAmount |
| Total Adjustments | 3485679 | TotalAdjustments |
| Excess Or Deficit Per FS | 19925801 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 76155429 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2293167 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1192512 | OtherRevenues |
| Revenue Not Rptd F990 | 3485679 | RevenueNotRptdF990 |
| Revenue Subtotal | 72669750 | RevenueSubtotal |
| Investment Expenses Not Included | 426747 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -717754 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -291007 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 72378743 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 56229628 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 717754 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 717754 | ExpensesNotRptdF990 |
| Expenses Subtotal | 55511874 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 426747 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 426747 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 55938621 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | In managing it permanent endowments, the organization has two main objectives: 1) to provide a stable and consistent source of financial support for hte stated charitable purposes, and 2) to protect the purchasing power of endomwents over time. For funds invested in the endowemnt, distributions for spending are provided on a quarterly basis, and are used to fund the donors' designated area of support. |
| SchD_P10_S00_L00 | Schedule D, Part X | The Foundation has adopted guidance in the income tax standard regarding the recognition of uncertain tax positions. The guidance prescribes recognitioin threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax filing that are not certain to be realized. The implementation of this guidance had no impoact on the Foundation's financial statements. The Foundation's tax filings are subject to review and examination by federal and state authorities. The Foundation is not aware of any activities that would jeopardize its tax exempt status. The Foundation is not aware of any activities that are subject to tx aon unrelated buisness income, excise or other taxes. The filings for the years ended 2007 to 2009 are open to examination by federal and state authorities. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in value of split-interest agreements (unrealized gain) |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Change in Value of Split Interest Agreements (unrealized) |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Direct expenses related to fundraising events netted againt revenue on Part VIII. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Direct expenses related to fundraising events netted against revenues on Part VIII |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aria Communications | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone Campaign | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 145600 | GrossReceipts |
| Amount Retained By Contractor | 58733 | AmountRetainedByContractor |
| Net To Organization | 86867 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 145600 | TotalGrossReceipts |
| Total Retained By Contractors | 58733 | TotalRetainedByContractors |
| Total Net To Organization | 86867 | TotalNetToOrganization |
| Licensed States | MN | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Children's Health Winefest | NameOfEvent1 |
| Gross Receipts Event1 | 638541 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 436944 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 201597 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 2285 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 226931 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 10452 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 116175 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Classic "Fore" Diabetes | NameOfEvent2 |
| Gross Receipts Event2 | 271251 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 199854 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 71397 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 64914 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 107125 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 676522 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 502238 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 174284 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 11694 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 101162 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 21347 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 55669 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1586314 | GrossReceiptsTotal |
| Charitable Contributions Total | 1139036 | CharitableContributionsTotal |
| Gross Revenue Total Events | 447278 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 78893 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 328093 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 31799 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 278969 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 717754 | DirectExpenseSummaryEvents |
| Net Income Summary | -270476 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Minnesota | BusinessNameLine1 |
| Business Name Line2 | Academic Health Center | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MMC 293 | AddressLine1 |
| Address Line2 | 6th Floor Mayo Building | AddressLine2 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 416007513 | EINOfRecipient |
| IRC Section | Govt Entity | IRCSection |
| Amount Of Cash Grant | 42504150 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | NA | MethodOfValuation |
| Description Of Non Cash Assistance | NA | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Medical Research, Education, and Scholarships | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Honor and award grants to individual faculty and students of the University of Minnesota Academic Health Center to suport their research and educational goals. | TypeOfGrant |
| Number Of Recipients | 191 | NumberOfRecipients |
| Amount Of Cash Grant | 438342 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | NA | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The organization ensures that grants are expended as intended by donors through systems and an aurthorization process. The process includes a grants application review and reporting as well as periodic internal audit procedures. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 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 Related OrgsCompReportPrior990RelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Malkerson Becky | |||||||||||||
| 322512 | 0 | 0 | 0 | 11925 | 0 | 31850 | 0 | 8920 | 0 | 375207 | 0 | 0 | |
| Kaiser Cynthia J | |||||||||||||
| 175444 | 0 | 0 | 0 | 2797 | 0 | 23092 | 0 | 8397 | 0 | 209730 | 0 | 0 | 0 |
| Porter Patricia | |||||||||||||
| 172869 | 0 | 0 | 0 | 1716 | 0 | 22818 | 0 | 8862 | 0 | 206265 | 0 | 0 | 0 |
| Youngerman Sarah | |||||||||||||
| 122134 | 0 | 0 | 0 | 1492 | 0 | 16510 | 0 | 20486 | 0 | 160622 | 0 | 0 | 0 |
| Soderholm Jennifer | |||||||||||||
| 129870 | 0 | 0 | 0 | 2148 | 0 | 17466 | 0 | 20112 | 0 | 169596 | 0 | 0 | 0 |
| Thurman Erik | |||||||||||||
| 120513 | 0 | 0 | 0 | 1717 | 0 | 16275 | 0 | 19859 | 0 | 158364 | 0 | 0 | 0 |
| McCarthy Mary | |||||||||||||
| 124245 | 0 | 0 | 0 | 2087 | 0 | 16510 | 0 | 21196 | 0 | 164038 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 63 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1060420 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average value on date of gift | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9994 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sales value | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13290 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Industry standard | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 172 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Eleven members of the organization's Board of Trustees are employed by the University of Minnesota whose president, Robert Bruininks, is also a trustee of the organization. The other ten individuals include: Frank Cerra, M.D.; James Craig, M.D.; Gary Davis, Ph.D.; Timothy Ebner, M.D.; John Finnegan, Ph.D.; Jon Hallberg, M.D.; Wesley Miller, M.D.; Mark Paller, M.D.; Roby Thompson, M.D.; and Selwyn Vickers, M.D. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The 990 undergoes a reivew by the Associate VP of Finance, the CFO, and by outside tax counsel. Once reviewed,the 990 is provided of the Finance and Audit Committee for review and approval and then to the full board prior to filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | A Conflict of Interest questionnaire is distributed to the Board of Trustees as well as to all employees on an annual basis. Completed surveys are reviewed, consistent with policy. If a conflict of interest should arise, it is managed consistent with the policy which states that the disclosure by staff should be made to the CEO (or if the CEO is the one with the conflict, then to the board chair), who shall bring the matter to the attention of the Executive Committee. Disclosure involving trustees or officers should be made to the board chair (or if the board chair is the one with the conflict, then to the board vice chair), who shall bring the matter to the attention of the Executive Committee of the Board of Trustees. The Executive Commitee shall determine whether the contemplated transaction may be authorized as in the best interests of the organization. The decision of the Executive Committee on these matters will rest in their sole discretion, and their concern must be the welfare of the organization and the advancement of its mission. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The organization's Associate VP of Human Resources gathers comparative market data on compensation for these positions including valid compensation surveys that contain data from organizations of like size and industry (nonprofits, university foundations). Other data is purchased from an independent compensation consultant. The VP of HR compiles the information and presents it to the Compensation Committee of the Board of Trustees. The organization's CEO makes recommendations for compensation adjustments for the CFO and Vice Presidents of Development and of Marketing and Communications. These recommendations are approved by the Compensation Committee. The Compensation Committee makes recommendations to the Executive Committee for the CEO's pay. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The organization's governing documents and conflict of interest policies are not made available to the public. Interim financial statments are made available to the public upon request. The year end audited financial statements are available on the organization's website for public viewing. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Gateway Corp | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Oak Street SE | AddressLine1 |
| Address Line2 | Suite 500 | AddressLine2 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411879994 | EIN |
| Primary Activities | Building ownership and management for supported organization | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 13-I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University Gateway Corp | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | j | TransactionType |
| Amount Involved | 477895 | AmountInvolved |