BALL STATE UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BALL STATE UNIVERSITY FOUNDATION (EIN 35-6024566)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202601319349301860
- Schema version
- 2024v5.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T09:27:49+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356024566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ball State University Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALL | BusinessNameControlTxt |
| Phone | 7652858312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 W Bethel Avenue | AddressLine1Txt |
| City | Muncie | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean Kramer Crosby | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7652858312 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean Kramer Crosby | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 W Bethel Avenue | AddressLine1Txt |
| City | Muncie | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,975,494 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bsu.edu/bsufoundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | To foster philanthropic support that aligns with Ball State University's mission of engaging students in educational, research, and creative endeavors, enabling them to pursue fulfilling careers and meaningful lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 98 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $148,419 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,963,667 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $65,701,692 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,029,416 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,106 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,238,078 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,203,568 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,296 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $66,942,172 | PYTotalRevenueAmt |
| CY Total Revenue | $30,232,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,696,553 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,905,836 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,209,803 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,700,205 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,444,791 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,343,256 | PYOtherExpensesAmt |
| CY Other Expenses | $4,122,974 | CYOtherExpensesAmt |
| PY Total Expenses | $30,249,612 | PYTotalExpensesAmt |
| CY Total Expenses | $37,729,015 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,692,560 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,496,031 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $413,594,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $438,758,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,689,739 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,968,377 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $396,904,452 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $422,790,185 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our mission is to optimize sustainable support for Ball State University by obtaining, investing, and managing private gifts wisely while fulfilling our fiduciary responsibilities to Donors, the University, and designated beneficiaries. The Ball State University Foundation will continue to support the University's mission by maintaining its reputation as an institution of excellence while fostering a culture of philanthropy, service, volunteer leadership, and exemplary fiduciary responsibility. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,251,743 | ExpenseAmt |
| Grant | $13,251,743 | GrantAmt |
| Desc | SUPPORT OF FACILITIES AND EQUIPMENT TO ENHANCE THE EDUCATIONAL OPPORTUNITIES AND ENVIRONMENT FOR BALL STATE UNIVERSITY STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,462,131 | ExpenseAmt |
| Grant | $8,622,663 | GrantAmt |
| Desc | SUPPORT IS PROVIDED TO BALL STATE UNIVERSITY IN THE FOLLOWING AREAS ACADEMIC PROGRAMS, ADVANCEMENT AND DEVELOPMENT, FACULTY SUPPORT, RESEARCH, FACULTY AND STUDENT RECRUITMENT, PUBLIC SERVICE, EXTERNAL RELATIONSHIPS, ARTWORK, LIBRARY MATERIALS, AND ATHLETICS. THESE PROGRAMS SERVE TO ENHANCE THE EDUCATIONAL EXPERIENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,031,430 | ExpenseAmt |
| Grant | $4,031,430 | GrantAmt |
| Desc | SCHOLARSHIPS AND FINANCIAL AID ARE PROVIDED TO STUDENTS AT BALL STATE UNIVERSITY TO FURTHER THEIR EDUCATIONAL GOALS. DURING FISCAL YEAR 2025, THE FOUNDATION PROVIDED OVER $25 MILLION TO BALL STATE UNIVERSITY, INCLUDING 1,860 SCHOLARSHIPS IMPACTING OVER 1,500 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,745,304 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 98 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amy McClure | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7652858312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 W Bethel Avenue | AddressLine1Txt |
| City | Muncie | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID W HEETER | |||||||||
| CHAIR-ELECT | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY MEARNS | |||||||||
| EX-OFFICIO VICE CHAIR & PRES. | 1.0 | 54.0 | Yes (X) | Yes (X) | $0 | $606,100 | $74,426 | ||
| JEAN KRAMER CROSBY | |||||||||
| PRESIDENT | 51.0 | 4.0 | Yes (X) | Yes (X) | $307,156 | $0 | $33,182 | ||
| JILL S LACY | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL C RAY | |||||||||
| IMMEDIATE PAST CHAIR | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICK J ALDERICE | |||||||||
| CHAIR | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAN FINN | |||||||||
| VP OF FINANCE & TREASURER (End 02/25) | 1.0 | 54.0 | Yes (X) | $0 | $303,899 | $42,800 | |||
| BENTE M WEITEKAMP | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BETSY M ROSS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN J HAYNES | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES A BARTH | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAMITA J WILLIAMS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAN L MOLINARO | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J TOWRISS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD D DUMOULIN II | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DWIGHT D SMITH | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC J FOSS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HENRY HALL | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D FIELDS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R WILLIAMS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JO ANN M GORA | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIE K GRIFFITH | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE A ARBUCKLE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE M DOERKSEN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEITH A ROBINSON | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KELLI A LAWRENCE | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KYLE J WILLIAMS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LOU E HENSLEY | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARLA K TEMPLETON | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E EARLEY | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE A RYAN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NATALIE VEGA O'NEIL | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RANDY D PHILLIPS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J HALL | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S KASPAR | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sue Hodges Moore | |||||||||
| Interim VP for Business Affairs & Treasurer (Beg 03/25) | 1.0 | 54.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS B BRYAN | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY M ANDREWS | |||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BETH ALEXANDER | |||||||||
| ASSISTANT SECRETARY | 51.0 | 0.0 | Yes (X) | $109,624 | $0 | $17,288 | |||
| STEPHEN WACHTMANN | |||||||||
| CFO, TREASURER | 51.0 | 4.0 | Yes (X) | $189,133 | $0 | $32,517 | |||
| DAVID MARK HELMUS | |||||||||
| CHIEF ADVANCEMENT OFFICER | 51.0 | 0.0 | $224,189 | $0 | $29,125 | Yes (X) | |||
| LOLA MAUER | |||||||||
| AVP FOR ALUMNI ENGAGEMENT | 51.0 | 0.0 | $162,243 | $0 | $23,016 | Yes (X) | |||
| WILLIAM COOPER | |||||||||
| SR DIR DEVELOPMENT PRINCIPAL GIFTS | 51.0 | 0.0 | $173,417 | $0 | $26,995 | Yes (X) | |||
| BRENDA DAVIS | |||||||||
| SR DIRECTOR OF DEVELOPMENT | 51.0 | 0.0 | $105,647 | $0 | $19,543 | Yes (X) | |||
| CARMELLA HISE | |||||||||
| AVP FOR DEVELOPMENT | 51.0 | 0.0 | $149,128 | $0 | $15,196 | Yes (X) | |||
| DONALD RAY ALLEN | |||||||||
| VP OF DEVELOPMENT | 51.0 | 0.0 | $114,687 | $0 | $6,148 | Yes (X) | |||
| KELSEY KELLY | |||||||||
| AVP FOR DEVELOPMENT | 51.0 | 0.0 | $124,837 | $0 | $25,789 | Yes (X) | |||
| MARY SERINE | |||||||||
| SR EXEC DIR OF ADVANCEMENT | 51.0 | 0.0 | $114,688 | $0 | $13,687 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,774,749 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $909,999 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $359,712 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Goldman Sachs | ||||||
| 71 Wacker Dr | Suite 1200 | Chicago | IL | 60606 | Investment Advisor | $780,223 |
| Agility | ||||||
| 7979 E TUFTS AVENUE | SUITE 700 | DENVER | CO | 80237 | INVESTMENT ADVISOR | $609,675 |
| Forvis Mazars LLP | ||||||
| 820 MASSACHUSETTS AVE | SUITE 1370 | INDIANAPOLIS | IN | 46204 | ACCOUNTING SERVICES | $106,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,579,142 | RelatedOrganizationsAmt |
| All Other Contributions | $24,450,274 | AllOtherContributionsAmt |
| Noncash Contributions | $4,253,410 | NoncashContributionsAmt |
| Total Contributions | $27,029,416 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,090,138 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $148,419 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,941,719 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,855,940 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,742,510 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,430 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,430 | TotalRevenueColumnAmt |
| Exclusion | $113,430 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,232,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $148,419 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,055,149 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,905,836 | TotalAmt |
| Program Services | $25,905,836 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,327,885 | TotalAmt |
| Management And General | $793,069 | ManagementAndGeneralAmt |
| Fundraising | $534,816 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,837 | TotalAmt |
| Management And General | $124,837 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,318,261 | TotalAmt |
| Management And General | $2,579,049 | ManagementAndGeneralAmt |
| Fundraising | $1,739,212 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,023 | TotalAmt |
| Management And General | $349,440 | ManagementAndGeneralAmt |
| Fundraising | $208,583 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,535 | TotalAmt |
| Management And General | $608,386 | ManagementAndGeneralAmt |
| Fundraising | $363,149 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,664 | TotalAmt |
| Management And General | $250,274 | ManagementAndGeneralAmt |
| Fundraising | $149,390 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,500 | TotalAmt |
| Management And General | $28,710 | ManagementAndGeneralAmt |
| Fundraising | $20,790 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,902 | TotalAmt |
| Management And General | $105,902 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,602 | TotalAmt |
| Fundraising | $65,602 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,468 | TotalAmt |
| Program Services | $1,839,468 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,410 | TotalAmt |
| Management And General | $115,331 | ManagementAndGeneralAmt |
| Fundraising | $315,079 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,239 | TotalAmt |
| Management And General | $8,107 | ManagementAndGeneralAmt |
| Fundraising | $558,132 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,324 | TotalAmt |
| Management And General | $66,329 | ManagementAndGeneralAmt |
| Fundraising | $1,995 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,116 | TotalAmt |
| Management And General | $648 | ManagementAndGeneralAmt |
| Fundraising | $1,468 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,810 | TotalAmt |
| Management And General | $131,004 | ManagementAndGeneralAmt |
| Fundraising | $65,806 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,698 | TotalAmt |
| Management And General | $3,128 | ManagementAndGeneralAmt |
| Fundraising | $12,570 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,111 | TotalAmt |
| Management And General | $14,111 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Donor Cultivation | $376,486 | $22,785 | $353,701 |
| Commemorative Items | $359,813 | $334,985 | $24,828 |
| Miscellaneous | $32,495 | $2,825 | $29,670 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,729,015 | TotalAmt |
| Program Services | $27,745,304 | ProgramServicesAmt |
| Management And General | $5,538,920 | ManagementAndGeneralAmt |
| Fundraising | $4,444,791 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,082,217 | BOYAmt |
| EOY | $26,622,043 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,491,402 | BOYAmt |
| EOY | $24,129,321 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,706,272 | BOYAmt |
| EOY | $8,786,088 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,505 | BOYAmt |
| EOY | $251,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,386,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,159,687 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,568 | BOYAmt |
| EOY | $227,066 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,059,395 | BOYAmt |
| EOY | $290,192,568 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,924,307 | BOYAmt |
| EOY | $81,326,314 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,965,525 | BOYAmt |
| EOY | $7,223,883 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,594,191 | BOYAmt |
| EOY | $438,758,562 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $879,401 | BOYAmt |
| EOY | $1,063,506 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,462,703 | BOYAmt |
| EOY | $3,656,957 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,875,000 | BOYAmt |
| EOY | $8,375,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,472,635 | BOYAmt |
| EOY | $2,872,914 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,689,739 | BOYAmt |
| EOY | $15,968,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,322,905 | BOYAmt |
| EOY | $60,628,552 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,581,547 | BOYAmt |
| EOY | $362,161,633 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,904,452 | BOYAmt |
| EOY | $422,790,185 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,594,191 | BOYAmt |
| EOY | $438,758,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,496,031 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,924,768 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$543,004 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,335,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,222,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,855,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,701,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,029,416 | CurrentTaxYearAmt |
| Total | $182,144,325 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,335,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,222,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,855,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,701,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,029,416 | CurrentTaxYearAmt |
| Total | $182,144,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,129,174 | SubstantialContributorsTotAmt |
| Public Support Total170 | $139,015,151 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $402,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $618,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,034,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,221,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,090,138 | CurrentTaxYearAmt |
| Total | $7,366,215 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $372,319 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $189,882,859 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73211 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73868 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 126378.0, COLUMN B - 120845.0, COLUMN C - 123990.0, COLUMN D - 1106.0, COLUMN E - , COLUMN F - 372319.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $65,602 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $65,602 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | Expenses for hosting events related to lobbying efforts for the benefit of higher education. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,797,422 | BeginningYearBalanceAmt |
| Contributions | $5,919,943 | ContributionsAmt |
| Investment Earnings Or Losses | $13,826,878 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,874,951 | GrantsOrScholarshipsAmt |
| Other Expenditures | $349,783 | OtherExpendituresAmt |
| Administrative Expenses | $3,916,676 | AdministrativeExpensesAmt |
| End Year Balance | $270,402,833 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,937,291 | BeginningYearBalanceAmt |
| Contributions | $5,906,397 | ContributionsAmt |
| Investment Earnings Or Losses | $20,754,996 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,396,566 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,213,494 | OtherExpendituresAmt |
| Administrative Expenses | $3,191,202 | AdministrativeExpensesAmt |
| End Year Balance | $258,797,422 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $244,087,219 | BeginningYearBalanceAmt |
| Contributions | $6,632,027 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,330,458 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,209,350 | GrantsOrScholarshipsAmt |
| Other Expenditures | $242,147 | OtherExpendituresAmt |
| End Year Balance | $240,937,291 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $242,459,242 | BeginningYearBalanceAmt |
| Contributions | $11,775,233 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,295,862 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,568,653 | GrantsOrScholarshipsAmt |
| Other Expenditures | $282,741 | OtherExpendituresAmt |
| End Year Balance | $244,087,219 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $205,878,913 | BeginningYearBalanceAmt |
| Contributions | $7,150,360 | ContributionsAmt |
| Investment Earnings Or Losses | $32,708,200 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,278,231 | GrantsOrScholarshipsAmt |
| End Year Balance | $242,459,242 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,770 | OtherCostOrOtherBasisAmt |
| Book Value | $99,770 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,250 | DepreciationAmt |
| Book Value | $80,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,105,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,058,437 | DepreciationAmt |
| Book Value | $46,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $227,066 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Hedge Funds | $15,129,769 | F |
| Real Estate | $12,964,008 | F |
| Natural Resources | $242,826 | F |
| Private Equity & Venture Cap. | $52,989,711 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $81,326,314 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Annuity Obligations | $2,081,929 |
| Trust Obligations | $790,985 |
| Operating Lease Liability | |
| University Payable |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,872,914 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $61,775,280 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $33,924,768 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $33,924,768 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,850,512 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,839,468 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $543,004 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,382,472 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,232,984 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,889,547 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,889,547 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,839,468 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,839,468 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,729,015 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 Disclosure | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment funds are managed in accordance with donor stipulations to serve as a perpetual source of funding for various purposes, such as scholarships and financial aid, faculty compensation and support, academic programs, research, technology, equipment and campus improvements, public service, athletics, recruitment, artwork, library materials, and other programs. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 398190 CHANGE IN DONOR ALLOCATION - 144814 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Ball State University | |||||||
| 2000 West University Ave | Muncie | IN | 47306 | 356000221 | 115 | $4,031,430 | Scholarships |
| Ball State University | |||||||
| 2000 West University Ave | Muncie | IN | 47306 | 356000221 | 115 | $21,874,406 | Programming Expenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | The Foundation was established to solicit and receive gifts and contributions for Ball State University's benefit. These funds are carefully managed and utilized to fulfill the specific purposes set by the donors. The amounts reported in Schedule I, Part I represent the financial support provided by the Foundation to Ball State University for these designated purposes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEAN KRAMER CROSBY | ||||||||||||||
| PRESIDENT | $307,156 | $0 | $0 | $0 | $0 | $0 | $30,107 | $0 | $3,075 | $0 | $340,338 | $0 | $0 | $0 |
| GEOFFREY MEARNS | ||||||||||||||
| EX-OFFICIO VICE CHAIR & PRES. | $0 | $606,100 | $0 | $0 | $0 | $0 | $0 | $62,081 | $0 | $12,345 | $0 | $680,526 | $0 | $0 |
| ALAN FINN | ||||||||||||||
| VP OF FINANCE & TREASURER (End 02/25) | $0 | $303,899 | $0 | $0 | $0 | $0 | $0 | $32,477 | $0 | $10,323 | $0 | $346,699 | $0 | $0 |
| STEPHEN WACHTMANN | ||||||||||||||
| CFO, TREASURER | $189,133 | $0 | $0 | $0 | $0 | $0 | $20,936 | $0 | $11,581 | $0 | $221,650 | $0 | $0 | $0 |
| WILLIAM COOPER | ||||||||||||||
| SR DIR DEVELOPMENT PRINCIPAL GIFTS | $173,417 | $0 | $0 | $0 | $0 | $0 | $18,918 | $0 | $8,077 | $0 | $200,412 | $0 | $0 | $0 |
| DAVID MARK HELMUS | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $224,189 | $0 | $0 | $0 | $0 | $0 | $23,945 | $0 | $5,180 | $0 | $253,314 | $0 | $0 | $0 |
| LOLA MAUER | ||||||||||||||
| AVP FOR ALUMNI ENGAGEMENT | $162,243 | $0 | $0 | $0 | $0 | $0 | $17,554 | $0 | $5,462 | $0 | $185,259 | $0 | $0 | $0 |
| CARMELLA HISE | ||||||||||||||
| AVP FOR DEVELOPMENT | $149,128 | $0 | $0 | $0 | $0 | $0 | $15,187 | $0 | $9 | $0 | $164,324 | $0 | $0 | $0 |
| KELSEY KELLY | ||||||||||||||
| AVP FOR DEVELOPMENT | $124,837 | $0 | $0 | $0 | $0 | $0 | $14,378 | $0 | $11,411 | $0 | $150,626 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | CHARTER TRAVEL IS A BENEFIT MADE AVAILABLE TO SELECT OFFICERS AND DIRECTORS WHEN THERE IS ROOM AVAILABLE ON THE CHARTER PLANE USED BY THE ATHLETIC DEPARTMENT. THIS USE IS ONLY FOR BUSINESS PURPOSES. |
| Schedule J, Part I, Line 1a Travel for companions | TRAVEL FOR COMPANIONS IS A BENEFIT MADE AVAILABLE TO SELECT OFFICERS AND DIRECTORS WHEN THERE IS ROOM AVAILABLE ON THE CHARTER PLANE USED BY THE ATHLETIC DEPARTMENT. THIS USE IS ONLY FOR BUSINESS PURPOSES. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | COUNTRY CLUB DUES WERE PROVIDED FOR SELECT OFFICERS AND DIRECTORS FOR BUSINESS USE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelsey Kelly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Daughter of Don Dumoulin | RelationshipDescriptionTxt |
| Transaction | $124,837 | TransactionAmt |
| Transaction | Payroll | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $191,001 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,050,939 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EDUCATION ITEMS | 4 | $6,099 | Cost |
| Yes (X) | TRAVEL, PLANTS, CLOTHING | 9 | $5,371 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Art - Works of art - BALL STATE UNIVERSITY FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN B. Securities - Publicly traded - BALL STATE UNIVERSITY FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN B. Other - EDUCATION ITEMS BALL STATE UNIVERSITY FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN B. Other - TRAVEL, PLANTS, CLOTHING BALL STATE UNIVERSITY FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 12b And Part XII, Line 2 | THE AUDITED FINANCIAL STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ON A CONSOLIDATED BASIS WITH CARDINAL FUNDS AND CARDINAL PROPERTIES, AND COMBINED WITH BALL STATE UNIVERSITY ALUMNI ASSOCIATION, INC. BALL STATE UNIVERSITY FOUNDATION HAS ESTABLISHED A COMMITTEE FOR THE OVERSIGHT OF THE AUDIT. |
| Form 990, Part VI, Line 1b | JEAN K. CROSBY IS A PAID EMPLOYEE OF BALL STATE UNIVERSITY FOUNDATION. GEOFFREY MEARNS AND ALAN FINN ARE PAID EMPLOYEES OF BALL STATE UNIVERSITY, A RELATED ORGANIZATION. DON DUMOULIN HAS A BUSINESS TRANSACTION INVOLVING INTERESTED PERSONS REPORTED ON SCHEDULE L. THESE FOUR INDIVIDUALS ARE CONSIDERED NON-INDEPENDENT. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 AND RELATED SCHEDULES ARE APPROPRIATELY REVIEWED BY THE AUDIT COMMITTEE AND AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 AND SCHEDULES ARE THEN PROVIDED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | AN ANNUAL QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY EVERY OFFICER, DIRECTOR AND KEY EMPLOYEE. THE QUESTIONNAIRE REQUIRES ALL INTERESTED PERSONS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. UPON DISCLOSURE OF AN INTEREST, THE BOARD DISCUSSES THE POTENTIAL CONFLICT WITHOUT THE INTERESTED PERSON PRESENT TO DETERMINE IF A CONFLICT ACTUALLY EXISTS. THE BOARD THEN DETERMINES THE APPROPRIATE ACTION AFTER ANALYZING THE CONFLICT, INCLUDING RECUSAL FROM DISCUSSIONS RELATING TO THE CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | AN ANNUAL REVIEW IS PERFORMED FOR THE PRESIDENT. THIS REVIEW ANALYZES COMPENSATION AS WELL AS GOALS AND OBJECTIVES SET FORTH AND ACCOMPLISHED. A COMPARABILITY STUDY IS PERFORMED WITH INFORMATION FROM FORM 990S OF SIMILAR ORGANIZATIONS. THE INFORMATION COLLECTED IS REVIEWED BY THE BALL STATE UNIVERSITY PRESIDENT. |
| Form 990, Part VI, Line 19 Required documents available to the public | BALL STATE UNIVERSITY FOUNDATION MAKES GOVERNING DOCUMENTS, FORM 990, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Value of Split Interest Agreements - -398190; Change in Donor Allocation - -144814; Total - -543004; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Ball State University | ||||||||||
| 2000 W University | Muncie | IN | 47304 | 356000221 | Education | IN | NA | false | ||
| Cardinal Funds | ||||||||||
| 2800 West Bethel Avenue | Muncie | IN | 47304 | 205733080 | Investments | IN | BS Univ Fdn | Yes (true) | 501(c)(3) | 7 |
| Cardinal Properties | ||||||||||
| 2800 West Bethel Avenue | Muncie | IN | 47304 | 201872207 | Real Estate | IN | BS Univ Fdn | Yes (true) | 501(c)(3) | Type I |
| Ball State University Alumni Association | ||||||||||
| 2000 W University | Muncie | IN | 47304 | 270458828 | Alumni Spt | IN | NA | false | 501(c)(3) | 5 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable Tr | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Ball State University | ||
| C | $2,410,000 | FMV |
| Cardinal Funds | ||
| C | $169,142 | FMV |