WESTERN KENTUCKY UNIVERSITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN KENTUCKY UNIVERSITY FOUNDATION (EIN 61-1251555)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-11
- IRS object ID
- 201142239349301619
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-11T11:20:18-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTJOY CHILTON MEDLEY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST 2000 MEIDINGER TOWE | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 402023445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611251555 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN KENTUCKY UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 2707456208 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1906 COLLEGE HEIGHTS BLVD NO 8094 | AddressLine1 |
| City | BOWLING GREEN | City |
| State | KY | State |
| ZIP Code | 42101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN COSTELLO | Name |
| Title | PRESIDENT | Title |
| Phone | 2707456421 | Phone |
| Date Signed | 2011-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY E DAVIS | Name |
| Phone | 5027491900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WKU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHRYN COSTELLO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1906 COLLEGE HEIGHTS BLVD NO 8094 | AddressLine1 |
| City | BOWLING GREEN | City |
| State | KY | State |
| ZIP Code | 42101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27221607 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WKUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | PROGRAM SERVICES BENEFITING WKU FACULTY, STAFF, AND STUDENTS. APPROXIMATELY 20,000 SERVED IN 2010. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8479553 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8424552 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1224105 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2537618 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 188608 | OtherRevenuePriorYear |
| Other Revenue Current Year | 186300 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9892266 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11148470 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11423773 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3053397 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 21992 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3323156 | OtherExpensePriorYear |
| Other Expenses Current Year | 4479660 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14746929 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7533057 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4854663 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3615413 | RevenuesLessExpensesCY |
| Total Assets BOY | 81929777 | TotalAssetsBOY |
| Total Assets EOY | 88357082 | TotalAssetsEOY |
| Total Liabilities BOY | 22402139 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23915354 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 59527638 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64441728 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE WKU FOUNDATION EXISTS FOR THE BENEFIT OF WKU. TO ACCOMPLISH ITS MISSION, THE FOUNDATION PROVIDES THOSE SERVICES NORMALLY ASSOCIATED WITH A UNIVERSITY RELATED FOUNDATION, INCLUDING BUT NOT LIMITED TO VOLUNTEER LEADERSHIP, FUND SOLICITATION, GIFT ACCEPTANCE AND ACKNOWLEDGEMENT, AND ASSET MANAGEMENT SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3570920 | Expense |
| Grants | 3032900 | Grants |
| Revenue | 186300 | Revenue |
| Description | PROGRAM SERVICES BENEFITTING THE FACULTY AND STUDENTS OF WESTERN KENTUCKY UNIVERSITY. APPROXIMATELY 20,000 PEOPLE WERE SERVED DURING 2010. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 740860 | Expense |
| Grants | 20497 | Grants |
| Description | FUNDING FOR PUBLIC SERVICE AREAS OF WESTERN KENTUCKY UNIVERSITY (PUBLIC BROADCASTING, KENTUCKY MUSEUM, CLINICAL EDUCATION COMPLEX) TO BENEFIT RESIDENTS OF SOUTH CENTRAL KENTUCKY. APPROXIMATELY 200,000 PEOPLE WERE SERVED DURING 2010. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1569000 | Expense |
| Description | FUNDING FOR THE CONSTRUCTION AND EQUIPMENT COSTS ASSOCIATED WITH THE RENOVATION OF THE HOUCHENS SMITH FOOTBALL STADIUM, BASEBALL CLUBHOUSE AND THE CONSTRUCTION OF NEW CHANDLER CHAPEL ON WKU'S MAIN CAMPUS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5880780 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 117 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULA JARBOE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2707456421 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1906 COLLEGE HEIGHTS BLVD NO 8094 | AddressLine1 |
| City | BOWLING GREEN | City |
| State | KY | State |
| ZIP Code | 42101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RICHARD FROCKT | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| DAVID WISEMAN | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| ALEX DOWNING | ||||||
| TRUSTEE | 2.00 | X | 0 | 125998 | 22716 | |
| BELLE HUNT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CRAIG BROWNING | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DON GREULICH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR BIFF KUMMER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GEORGE NICHOLS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MIKE LYNCH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAMES MARSHALL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAMES NEEL JOHNSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ELIZABETH MCKINNEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KIM MENKE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PETE GRITTON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RANDY SCHUMAKER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT P RAMSEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SUZANNE VITALE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHARLES ANDERSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| VALERIE C BROWN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DB BURCHETT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| HAL SCHMITT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JIM MEYER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TOM PENNINGTON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAN RENSHAW | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TONI RIZZO | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PAULA COCKREL JARBOE | ||||||
| CHIEF FINANCIAL OFFICER | 2.00 | X | 0 | 72479 | 21638 | |
| MARCIA BROWN | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | |
| THOMAS HILES | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 132734 | 21504 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 331211 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 65858 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESSER CONSTRUCTION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5158 FISHWICK DR | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION | DescriptionOfServices |
| Compensation | 408413 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 96019 | MembershipDues |
| All Other Contributions | 8328533 | AllOtherContributions |
| Noncash Contributions | 832789 | NoncashContributions |
| Total Contributions | 8424552 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2175669 | TotalRevenueColumn |
| Exclusion | $2,175,669 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 186300 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 186300 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 186300 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186300 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16435086 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16073137 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 361949 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 361949 | TotalRevenueColumn |
| Exclusion | $361,949 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11148470 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186300 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,537,618 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2307487 | Total |
| Program Services | 2307487 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745910 | Total |
| Program Services | 745910 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4223 | Total |
| Management And General | 2173 | ManagementAndGeneral |
| Fundraising | 2050 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35461 | Total |
| Management And General | 35461 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128801 | Total |
| Management And General | 128801 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250225 | Total |
| Program Services | 173568 | ProgramServices |
| Management And General | 74889 | ManagementAndGeneral |
| Fundraising | 1768 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17500 | Total |
| Program Services | 17500 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167131 | Total |
| Program Services | 129073 | ProgramServices |
| Management And General | 35150 | ManagementAndGeneral |
| Fundraising | 2908 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8961 | Total |
| Management And General | 8961 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12551 | Total |
| Program Services | 12551 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313964 | Total |
| Program Services | 313268 | ProgramServices |
| Management And General | 696 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396563 | Total |
| Program Services | 371069 | ProgramServices |
| Management And General | 13738 | ManagementAndGeneral |
| Fundraising | 11756 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104527 | Total |
| Management And General | 104527 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26870 | Total |
| Program Services | 26870 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REIMBURSED SALARIES | 1313022 | 924046 | 388976 |
| UNCOLLECTIBLE PLEDGES | 835449 | 835449 | |
| MISCELLANEOUS | 298825 | 297361 | 1464 |
| MEMBERSHIPS & DUES | 258629 | 258629 | |
| SPEAKER FEES | 226853 | 226853 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80105 | Total |
| Program Services | 76595 | ProgramServices |
| Fundraising | 3510 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7533057 | Total |
| Program Services | 5880780 | ProgramServices |
| Management And General | 1630285 | ManagementAndGeneral |
| Fundraising | 21992 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6989 | BOY |
| EOY | 2375 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7172103 | BOY |
| EOY | 3143237 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14900125 | BOY |
| EOY | 14724906 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1450073 | BOY |
| EOY | 71426 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3800000 | BOY |
| EOY | 1986893 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80744 | BOY |
| EOY | 91438 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35046582 | BOY |
| EOY | 47183073 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2711770 | BOY |
| EOY | 2384204 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16761391 | BOY |
| EOY | 18769530 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81929777 | BOY |
| EOY | 88357082 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2766574 | BOY |
| EOY | 12000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16761391 | BOY |
| EOY | 17500625 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2815417 | BOY |
| EOY | 3298568 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58757 | BOY |
| EOY | 44323 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3059838 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22402139 | BOY |
| EOY | 23915354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13215471 | BOY |
| EOY | 14371636 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13268054 | BOY |
| EOY | 14893369 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33044113 | BOY |
| EOY | 35176723 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59527638 | BOY |
| EOY | 64441728 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81929777 | BOY |
| EOY | 88357082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3615413 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1298677 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 9330807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15280249 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7855286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8479553 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8424533 | CurrentTaxYear |
| Total | 49370428 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9330807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15280249 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7855286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8479553 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8424533 | CurrentTaxYear |
| Total | 49370428 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 49370428 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1819553 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2158947 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2447838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1653009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2361969 | CurrentTaxYear |
| Total | 10441316 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 108938 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -3746 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 685 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 208 | CurrentTaxYearMinus1Year |
| Total | 106085 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 59917829 | TotalSupport |
| Public Support Pertcentage170 | 0.82400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84140 | 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42447556 | BeginningOfYearBalance |
| Contributions | 1718760 | Contributions |
| Investment Earnings Or Losses | 883960 | InvestmentEarningsOrLosses |
| Other Expenditures | 534535 | OtherExpenditures |
| End Of Year Balance | 44515741 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41530474 | BeginningOfYearBalance |
| Contributions | 3181142 | Contributions |
| Investment Earnings Or Losses | -883268 | InvestmentEarningsOrLosses |
| Other Expenditures | 1380792 | OtherExpenditures |
| End Of Year Balance | 42447556 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39384699 | BeginningOfYearBalance |
| Contributions | 2471259 | Contributions |
| Investment Earnings Or Losses | 31199 | InvestmentEarningsOrLosses |
| Other Expenditures | 356683 | OtherExpenditures |
| End Of Year Balance | 41530474 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD FOR OTHERS | 17500625 |
| DUE FROM THE WKU REAL ESTATE CORPORATION | 1268905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 18769530 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED GIFT LIABILITIES | $2,555,825 |
| DUE TO THE HILLTOPPER ATHLETIC FOUNDATION | $504,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3059838 | TotalOfAmounts |
| Total Revenue | 11148470 | TotalRevenue |
| Total Expenses | 7533057 | TotalExpenses |
| Excess Or Deficit For Year | 3615413 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2507761 | NetUnrealizedGLOnInvestments |
| Other | -$1,209,084 | OtherAmount |
| Total Adjustments | 1298677 | TotalAdjustments |
| Excess Or Deficit Per FS | 4914090 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13339627 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2507761 | NetUnrealizedGainsInvestments |
| Other Revenues | -316604 | OtherRevenues |
| Revenue Not Rptd F990 | 2191157 | RevenueNotRptdF990 |
| Revenue Subtotal | 11148470 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11148470 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7533057 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7533057 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7533057 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | ASSETS HELD FOR OTHERS REPRESENT RESOURCES IN THE POSSESSION OF, BUT NOT UNDER THE CONTROL OF, THE FOUNDATION. AT DECEMBER 31, 2010, ASSETS HELD FOR OTHERS CONSIST OF THE FOLLOWING: WKU - REGIONAL UNIVERSITY EXCELLENCE TRUST FUND: $ 12,820,687 WKU - SELF-INSURANCE PROGRAM FUNDS: 3,436,146 RESEARCH FOUNDATION - QUASI-ENDOWMENT FUNDS: 866,261 WKUAA AND HAF - CERTAIN CASH AND INVESTMENT FUNDS: 377,531 TOTAL ASSETS HELD FOR ANOTHER: $17,500,625 ACCORDINGLY, THE BALANCE SHEET REFLECTS A LIABILITY FOR ASSETS HELD FOR OTHERS IN THE AMOUNT OF $17,500,625 AS OF DECEMBER 31, 2010. | |
| PART V, LINE 4: | THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS FOR SUPPORT OF WESTERN KENTUCKY UNIVERSITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| NET ACTUARIAL LOSS FROM DEFERRED GIFT LIABILITIES -316,604. PRIOR PERIOD ADJUSTMENT -892,480. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| NEW ACTUARIAL LOSS FROM DEFERRED GIFT LIABILITIES -316,604. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| WESTERN KENTUCKY UNIVERSITY | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | 616055628 | GOVERNMENT ENTITY | 2206972 | TO PROVIDE CULTURAL SPEAKERS AND FILMS ON CAMPUS |
| WESTERN KENTUCKY UNIVERSITY ALUMNI ASSOCIATION | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | 611288130 | 501(C)(3) | 11200 | TO SUPPORT ALUMNI ACTIVITIES ON CAMPUS |
| WORLD GAMES 2010 FOUNDATION | |||||||
| 2010 WORLD GAMES WAY | LEXINGTON | KY | 40511 | 203918405 | 501(C)(3) | 14000 | SPONSORSHIP OF WORLD GAMES IN KENTUCKY |
| COLLEGE HEIGHTS FOUNDATION | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | 610459494 | 501(C)(3) | 6497 | TO PROVIDE SUPPORT OF SCHOLARSHIPS AND ATHLETIC ACTIVITIES |
| HILLTOPPER ATHLETIC FOUNDATION INC | |||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | 610656420 | 501(C)(3) | 68818 | TO PROVIDE SUPPORT OF CAMPUS ATHLETIC FACILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS/AWARDS | TypeOfGrant |
| Number Of Recipients | 453 | NumberOfRecipients |
| Amount Of Cash Grant | 745910 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PAYS GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN THE UNITED STATES AND MONITORS THE USE BY REVIEWING REQUESTS FOR HOW THE MONEY WILL BE USED AND FOLLOWING UP WITH THESE ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS HILES | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 103425 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 29309 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 18361 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 3143 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 154238 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | THE ORGANIZATION DOES NOT PAY ANY COMPENSATION. THE RELATED ORGANIZATION USES A WRITTEN EMPLOYMENT CONTRACT AS WELL AS OBTAINING APPROVAL FROM THE BOARD. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 34571 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 19323 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 14 | 459155 | FMV |
| X | SUPPLIES & MATERIALS | 39 | 318740 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | 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 (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED AFTER THE BOARD REVIEWS AND APPROVES THE AUDIT. ONCE THE FORM 990 IS PREPARED, THE CFO AND EXECUTIVE DIRECTOR REVIEW IT BEFORE IT IS PROVIDED TO THE BOARD AND FILED WITH THE IRS. | |
| EACH BOARD AND STAFF MEMBER IS REQUIRED TO ANNUALLY UPDATE THEIR INFORMATION IN THE CONFLICT OF INTEREST STATEMENT. THE BOARD SECRETARY REVIEWS EACH FORM SUBMITTED AND BRINGS ANY ITEMS LISTED TO THE PRESIDENT'S ATTENTION. THE PRESIDENT THEN REVIEWS EACH ITEM WITH THE BOARD MEMBER AND BRINGS ANY QUESTIONABLE SITUATIONS TO THE BOARD'S ATTENTION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR KEY EMPLOYEES. | ||
| THE ORGANIZATION'S AUDIT RESULTS, FORM 990, BY-LAWS, ARTICLES OF INCORPORATION, AND POLICIES ARE AVAILABLE FOR PUBLIC INSPECTION ON THEIR WEBSITE. THE CONFLICT OF INTEREST POLICY IS PROVIDED ON AN "AS NEEDED" BASIS. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 2,507,761. NET ACTUARIAL LOSS FROM DEFERRED GIFT LIABILITIES -316,604. PRIOR PERIOD ADJUSTMENT -892,480. TOTAL TO FORM 990, PART XI, LINE 5: 1,298,677. | FORM 990, PART XI, LINE 5: |
| A DRAFT OF THE FINANCIAL STATEMENTS IS PRESENTED BY THE INDEPENDENT AUDITORS TO THE ENTIRE BOARD FOR APPROVAL. A FORMAL REQUEST FOR PROPOSAL PROCESS IS FOLLOWED WHEN SELECTING AN INDEPENDENT ACCOUNTANT. | FORM 990, PART XII, LINE 2C: |