2025-02-25T10:27:21-06:00 2024-06-30 363168081 SIKICH LLC 3051 HOLLIS DRIVE 3RD FLOOR SPRINGFIELD IL 62704 990 2023-07-01 371019805 SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE FOUNDATION SOUT 6186502345 30 NORTH CIRCLE DR CAMPUS BX 1082 EDWARDSVILLE IL 620261082 JENELL WRIGHT CHIEF FINANCIAL OFFICER 6186502345 2025-02-24 1 0 JILL M BOYLE CPA P01246734 2177933363 2025-02-24 2023 2025-03-06 01:10:19Z SIUE FOUNDATION CONNIE COLLINS 30 NORTH CIRCLE DR CAMPUS BX 1082 EDWARDSVILLE IL 620261082 9461188 0 X WWW.SIUE.EDU/GIVE X 1977 IL PHILANTHROPIC SOLICITATION, CULTIVATION, AND RECOGNITION ON BEHALF OF SIUE. 31 27 0 40 0 0 4167442 5473094 207865 217901 1965194 1448741 -11273 -138753 6329228 7000983 3751830 2306884 0 0 0 0 0 0 409405 2601819 2731270 6353649 5038154 -24421 1962829 55992214 62831833 251557 312661 55740657 62519172 X THE SIUE FOUNDATION EXISTS TO SUPPORT THE MISSION, VISION, AND VALUES OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE. ON BEHALF OF THE UNIVERSITY, THE FOUNDATION PROVIDES FUNDRAISING COORDINATION AND IMPLEMENTATION, SERVES AS THE STEWARD FOR CONTRIBUTIONS, PRODUCES DONOR RECEIPTS, CONDUCTS THE DECENTRALIZED ANNUAL FUND DRIVE PROGRAMS, AND UPHOLDS THE HIGHEST STANDARDS OF FISCAL RESPONSIBILITY AND INVESTMENT MANAGEMENT. THESE EFFORTS ARE CONDUCTED IN RELATION TO THE DONORS' EXPRESSED WISHES AS WELL AS THE INSTRUCTIONAL SCHOLARSHIP, AND PUBLIC SERVICES PURSUITS OF THE UNIVERSITY. 0 0 2595766 1119352 217901 ADVANCE AND SUPPORT SIUE:THE SIUE FOUNDATION EXISTS TO SUPPORT THE MISSION, VISION, AND VALUES OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE. ON BEHALF OF THE UNIVERSITY, THE FOUNDATION PROVIDES FUNDRAISING COORDINATION AND IMPLEMENTATION, SERVES AS THE STEWARD FOR CONTRIBUTIONS, PRODUCES DONOR RECEIPTS, CONDUCTS THE DECENTRALIZED ANNUAL FUND DRIVE PROGRAMS, AND UPHOLDS THE HIGHEST STANDARDS OF FISCAL RESPONSIBILITY AND INVESTMENT MANAGEMENT. THESE EFFORTS ARE CONDUCTED IN RELATION TO THE DONORS' EXPRESSED WISHES AS WELL AS INSTRUCTIONAL SCHOLARSHIP AND PUBLIC SERVICE PURSUITS OF THE UNIVERSITY. 1187532 1187532 SIUE STUDENT SCHOLARSHIPS:SCHOLARSHIPS AND AWARDS FOR STUDENTS OF SIUE : IN FISCAL YEAR 2024, THE SIUE FOUNDATION PROVIDED OVER $1,187,000 IN SCHOLARSHIPS AND AWARDS TO 790 OUTSTANDING STUDENTS. THE SIUE FOUNDATION PROVIDES FUNDING FOR SCHOLARSHIPS AND AWARDS BENEFITTING DESERVING SIUE STUDENTS IN SUPPORT OF THEIR EFFORTS TO ATTAIN A QUALITY EDUCATION ENABLING THEM TO LAUNCH THEIR PERSONAL VISION AND PROVIDING A SOLID PROFESSIONAL FOUNDATION TO BUILD UPON DURING THEIR LIFETIME. THROUGH SCHOLARSHIP PROCEDURES ESTABLISHED IN EACH COLLEGE, SCHOOL, DEPARTMENT, OR UNIT, STUDENT APPLICANTS ARE EVALUATED USING SPECIFIC CRITERIA FOR THE PARTICULAR SCHOLARSHIP OR AWARD, OFTEN ESTABLISHED BY THE DONOR OF THE FUNDS AWARDED. 3783298 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 87 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 27 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CO KY ME MD MA MI MN NV NH ND OH OR PA SC WA X JENELL WRIGHT 6186502345 30 NORTH CIRCLE DRIVE CAMPUS BX EDWARDSVILLE IL 620261082 MAHONY DANIEL SIU SYSTEM PRESIDENT 1.00 36.50 X 0 605883 84839 MINOR JAMES T SIUE CHANCELLOR 1.00 36.50 X 0 352793 32852 WALKER B SETH THRU 113023 CEO, SIUE FOUNDATION 19.00 18.50 X X 0 211641 36824 WRIGHT JENELL CFO AND TREASURER, SIUE FOUNDATION 19.00 18.50 X X 0 127564 34157 CONNIE COLLINS START 12224 CEO, SIUE FOUNDATION 19.00 18.50 X X 0 0 0 GLENN ANDREW CHAIRPERSON 1.00 X X 0 0 0 HERTEL JENNIFER VICE-CHAIR 0.50 X X 0 0 0 REIFSTECK CHARLES SECRETARY 0.50 X X 0 0 0 RUST KEVIN CHAIR OF FINANCE AND INV COMMITTEE 1.00 X X 0 0 0 HOPKINS DAVID IMMEDIATE PAST CHAIRPERSON 1.00 X X 0 0 0 HIGHTOWER EDWARD EX-OFFICIO MEMBER, SIU TRUSTEE 1.00 X 0 0 0 MAGGIE KRUMWIEDE EX-OFFICIO MEMBER, SIUE ALUMNI ASSN. CHAIR 1.00 X 0 0 0 LEXOW LAWRENCE DIRECTOR 0.50 X 0 0 0 PHELPS JR LENDELL ATHRU 063024 DIRECTOR 0.50 X 0 0 0 KEHRER KEITH DIRECTOR 0.50 X 0 0 0 NICOL KEVIN DIRECTOR 0.50 X 0 0 0 ROLLER NEAL DIRECTOR 0.50 X 0 0 0 SHASHEK MARK DIRECTOR 0.50 X 0 0 0 OPEL CHAD DIRECTOR 0.50 X 0 0 0 KAUFHOLD KEVIN THRU 063024 DIRECTOR 0.50 X 0 0 0 GRADY EDWARD C THRU 063024 DIRECTOR 0.50 X 0 0 0 GENRY BRIAN DIRECTOR 0.50 X 0 0 0 WENZEL MICHAEL N DIRECTOR 0.50 X 0 0 0 HUNEKE EDWARD DIRECTOR 0.50 X 0 0 0 IVY KELSIA DIRECTOR 0.50 X 0 0 0 GRAY ANGELA DIRECTOR 0.50 X 0 0 0 HARBISON DAMON DIRECTOR 0.50 X 0 0 0 KANSAL AJAY DIRECTOR 0.50 X 0 0 0 RILEY TYRIA DIRECTOR 0.50 X 0 0 0 TURMAN TABATHA DIRECTOR 0.50 X 0 0 0 TYLER DARRYL DIRECTOR 0.50 X 0 0 0 0 1297881 188672 0 0 1 0 0 292581 5180513 423467 5473094 FEES & CONTRACTS FROM GOVERNMENT 611710 217901 217901 217901 1194361 1194361 2375380 2121000 254380 254380 254380 194139 292581 339205 -145066 -145066 MISCELLANEOUS REVENUE - CSV 900099 6313 6313 6313 7000983 217901 0 1309988 1074300 1074300 1232584 1232584 6732 6732 37056 37056 108142 108142 323247 241008 34046 48193 53394 34203 15591 3600 162917 66453 17836 78628 237354 27289 142688 67377 310403 156231 88780 65392 216627 208327 2527 5773 49598 49587 11 76918 76918 69908 43188 26720 MEAL EXPENSE 294936 266611 23029 5296 BAD DEBT EXPENSE 208592 208592 STUDENT COMMODITIES 135055 20498 1651 112906 DUES & SUBSCRIPTIONS 130769 96974 26277 7518 309622 266045 28855 14722 5038154 3783298 845451 409405 1219252 1656232 595304 567584 15615 28319 146321 483448 2930713 1724415 1215647 1206298 51105789 57215649 1694286 1674303 55992214 62831833 227026 286384 5446 8150 19085 18127 251557 312661 X 3151401 4083476 52589256 58435696 55740657 62519172 55992214 62831833 1962829 4815686 0 X 0 1 X 1 0 X 5041341 5663879 5946698 4167442 5473094 26292454 403127 471448 447691 348797 429359 2100422 5444468 6135327 6394389 4516239 5902453 28392876 2853390 25539486 1176410 1232851 2275621 1061140 940034 6686056 73558 7995 23401 6082 6313 117349 35196281 995766 0.72560 0.66320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 73,558. 2020 AMOUNT: $ 7,995. 2021 AMOUNT: $ 23,401. 2022 AMOUNT: $ 6,082. 2023 AMOUNT: $ 6,313. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35927325 1489900 4594192 1035891 441008 348468 40186050 32520459 1353276 3191114 729677 294890 112957 35927325 35684353 3057149 -4722743 982798 389127 126375 32520459 26335757 2847345 7929607 954507 364741 109108 35684353 25780917 1437243 264245 747179 312875 86594 26335757 0.01680 0.82670 0.15650 0 0 2639876 1546083 1093793 290837 178332 112505 1206298 ANNUITY PAYABLE 18127 18127 X 12276030 4815686 429359 138144 5383189 6892841 108142 108142 7000983 5497515 429359 138144 567503 4930012 108142 108142 5038154 PART V, LINE 4: THE BOARD HAS ESTABLISHED A POLICY REGARDING SPENDING THE NET INCOME WITH THE STATED PURPOSE OF ENSURING THAT ADMINISTRATORS OF THESE FUNDS ARE ABLE TO MAKE THE BEST POSSIBLE USE OF THE EARNINGS OF THESE FUNDS WHILE PRESERVING THE INTEREST AND INTENT OF THE DONOR, THE FOUNDATION, AND THE UNIVERSITY. THE FOUNDATION'S INVESTMENT POLICY IS ADMINISTERED TO ALL ENDOWMENT FUNDS UNLESS EXCEPTIONS HAVE BEEN STIPULATED BY THE DONOR. THE EARNINGS CAN BE USED FOR THE PURPOSES SPECIFIED BY THE DONOR INCLUDING SCHOLARSHIPS, AWARDS, OR SUPPORT FOR A PARTICULAR SCHOOL OR DEPARTMENT. LESS THAN TWO PERCENT OF THE ENDOWMENT IS UNRESTRICTED. PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS ISSUED A DETERMINATION LETTER, DATED AUGUST 19, 1982, INDICATING THAT THE FOUNDATION QUALIFIES FOR FEDERAL INCOME TAX EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT FOR INCOME TAXES ASSOCIATED WITH UNRELATED BUSINESS INCOME. THE IRS HAS FURTHER DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2022, 2021, OR 2020. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 138,144. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 138,144. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2407456 0 0 0 0 0 0 2407456 0 2407456 0 0 1 0 0 0 ATHLETICS RED & BLACK GALA 166723 82987 83736 1733 24350 17000 32680 SCHOOL OF DENTAL SCHOLARSHIP GALA 111020 97771 13249 863 8443 12000 4650 6252 11 208977 111823 97154 2180 23225 71628 66609 5827 61765 486720 292581 194139 2180 25821 104421 95609 10477 100697 339205 -145066 1 ALUMNI ASSOCIATION OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE 30 NORTH CIRCLE DR CAMPUS BOX 1031 EDWARDSVILLE IL 62026 237303172 501(C)(3) 76890 0 REIMBURSEMENT OF EXPENSES IN SUPPORT OF ALUMNI AFFAIRS' PROJECTS TO ADVANCE SIUE VIA ALUMNI AND STUDENT-CENTERED EVENTS. SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE HAIRPIN DRIVE EDWARDSVILLE IL 62026 370986220 GOVERNMENT 803867 127684 FMV ASSETS AND GIFTS IN KIND REIMBURSEMENT OF EXPENSES IN SUPPORT OF DEPARTMENTAL OR COLLEGE EXPENSES, MATERIALS, ASSETS SIUE CHARTER SCHOOL 125 PECK SERVICE RD CAMPUS BOX 1049 EDWARDSVILLE IL 62026 464025748 501(C)(3) 65859 0 REIMBURSEMENT OF EXPENSES IN SUPPORT OF SIUE CHARTER SCHOOL INCLUDING EDUCATIONAL EXPENSES, ASSETS 3 SCHOLARSHIPS AND AWARDS ASSISTANCE TO SIUE STUDENTS 791 1187532 CASH METRO EAST STARTUP CHALLENGE COMPETITION WINNER 8 28000 CASH OTHER 40 COMPETITION WINNER 8 5475 CASH CEO ELEVATOR PITCH FISH TANK COMPETITION WINNER 6 775 CASH DEPARTMENTAL BEST IN SHOW, YOUTH AWARD, HISTORIAN AWARD 11 1075 CASH EMERGENCY FUNDS FOR SHELTER AND FOOD 24 9727 CASH PART I, LINE 2: THE SIUE FOUNDATION OFFICE OF FINANCIAL AFFAIRS IS RESPONSIBLE FOR ENSURING FUNDS ARE UTILIZED IN ACCORDANCE WITH THE STIPULATIONS OF THE DONOR. MULTIPLE CHECKS AND BALANCES ARE IN PLACE TO MAXIMIZE CONTROLS OVER THE PROCESS INCLUDING REQUIREMENTS OF TWO APPROVALS FOR DISBURSEMENTS FROM THE ORIGINATING SCHOOL OR COLLEGE, ATTESTING COMPLIANCE WITH DONOR STIPULATIONS, SEGREGATION OF THE DISBURSEMENT PROCESSING STEPS IN FINANCIAL AFFAIRS AND DONOR REPORTING. DEPARTMENTAL REPORTING ALSO AIDS IN IDENTIFYING AND RESOLVING ANY VARIANCES TO STATED PROCEDURES REGARDING THE GRANTS/ASSISTANCE PAYMENTS. 0 0 0 0 0 0 0 0 0 MAHONY DANIEL SIU SYSTEM PRESIDENT 0 490883 0 115000 0 0 0 26205 0 58634 0 690722 0 0 MINOR JAMES T SIUE CHANCELLOR 0 352793 0 0 0 0 0 15520 0 17332 0 385645 0 0 WALKER B SETH THRU 113023 CEO, SIUE FOUNDATION 0 211641 0 0 0 0 0 15148 0 21676 0 248465 0 0 WRIGHT JENELL CFO AND TREASURER, SIUE FOUNDATION 0 127564 0 0 0 0 0 10150 0 24007 0 161721 0 0 PART I, LINE 3 THE SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE (SIUE) HUMAN RESOURCES DEPARTMENT (A RELATED ORGANIZATION) MAINTAINS EXTENSIVE REGIONAL SALARY DATA. SIUE GUIDES AND ESTABLISHES THE POLICIES AND PROCEDURES IN DETERMINING AN APPROPRIATE SALARY BASED ON REVIEW OF COMPARABLE POSITIONS AND BUDGETARY CONSIDERATIONS, AND ALL PERSONNEL ARE EMPLOYED BY SIUE." X 2015 FAIR MARKET VALUE X 1675 FAIR MARKET VALUE X 12 262482 AVERAGE OF HIGH/LOW DATE X 15 69303 FAIR MARKET VALUE X AUCTION ITEMS 98 39076 FAIR MARKET VALUE X ENGINEERING EQUIPMENT 7 25010 FAIR MARKET VALUE X DENTAL EQUIPMENT FOR NEW SDM BUILDING 3 16806 FAIR MARKET VALUE X CAS EQUIPMENT/SUPPLIES 3 7100 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: AN AUCTION HOUSE IS SOMETIMES USED TO SELL ARTWORK AND OTHER COLLECTIBLES AND ARE PAID A FLAT COMMISSION PERCENTAGE FROM THE PROCEEDS. FORM 990, PART VI, SECTION A, LINE 4 SIUE FOUNDATION AMENDED AND RESTATED THE BYLAWS ON OCTOBER 26, 2023. THE EXEMPT PURPOSE, MISSION, NAME, VISION, ETC. WERE NOT SIGNIFICANTLY ALTERED. BYLAWS MODIFIED EX-OFFICIO DIRECTORS, INCLUDING NEW CFO POSITION. ALSO ALLOWS FOR HONORARY, EMERITUS, AND OTHER NON-VOTING DIRECTORS, WHO ARE NOT CONSIDERED MEMBERS OF THE BOARD FOR PURPOSES OF APPLICABLE LAW. MODIFIED TERM OF ELECTED DIRECTORS TO THREE YEAR TERM, STAGGERED TO TERMS OF OFFICE OF 1/3 OF ELECTED DIRECTORS EXPIRE AT THE ANNUAL MEETING IN JUNE EACH YEAR. ELECTED DIRECTORS MAY SERVE THREE CONSECUTIVE THREE-YEAR TERMS AND THEN REMAIN OFF THE BOARD FOR ONE YEAR BEFORE ACTING AGAIN AS AN ELECTED DIRECTOR. CFO DUTIES ARE LISTED IN THE REVISED BYLAWS. NEW PHILANTHROPY COMMITTEE ESTABLISHED ON BOARD. CRITERA FOR ELECTED DIRECTORS PROVIDED AS APPENDIX A. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WAS EMAILED A COPY OF THE PREPARED FORM 990 BEFORE IT WAS FILED. THE AUDIT COMMITTEE REVIEWED THE 990. THE FILING IS REVIEWED IN DETAIL TO ENSURE THE COMMITTEE IS COMFORTABLE WITH THE PROCESS USED BY MANAGEMENT TO COMPLETE THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS INCLUDING ITS OFFICERS AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION ARE REQUIRED TO ANNUALLY COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT IT TO THE FOUNDATION. THE SIUE FOUNDATION REGULARLY TRACKS AND UPDATES PERSONAL AND PROFESSIONAL MATTERS OF BOARD MEMBERS AND ANY CONFLICT NOT REPORTED WOULD BE INVESTIGATED BY THE SIUE FOUNDATION. THE FOUNDATION CREATES A CULTURE OF TRANSPARENCY IN WHICH BOARD MEMBERS REPORT ANY POTENTIAL CONFLICTS THAT MAY ARISE AND APPROPRIATE ACTIONS ARE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES HAVE BEEN TRADITIONALLY HIRED WITH THE APPOINTMENT OF A COMMITTEE. ONE RESPONSIBILITY OF THE COMMITTEE IS TO EVALUATE A SALARY RANGE. THE HUMAN RESOURCES DEPARTMENT OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE MAINTAINS EXTENSIVE SALARY DATA AND AS EMPLOYEES ARE PAID BY THE UNIVERSITY AND NOT BY THE FILING OF THE ORGANIZATION, THE UNIVERSITY ASSISTS IN THE PROCESS OF DETERMINING AN APPROPRIATE SALARY TO OFFICERS BASED ON REVIEW OF COMPARABLE POSITIONS AND BUDGETARY CONSIDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST INCLUDE THE AUDIT REPORT, CONFLICT OF INTEREST POLICY, AND THE GOVERNING DOCUMENT. SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE 1 HAIRPIN DR EDWARDSVILLE IL 62025 370986220 PUBLIC UNIVERSITY IL 501(C)(3) LINE 6 0 ALUMNI ASSOCIATION OF SIUE 30 NORTH CIRCLE DR CAMPUS BOX 1031 EDWARDSVILLE IL 620261031 237303172 ALUMNI ASSOCIATION IL 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0