Civic Intelligence

University Foundation UW Marshfield/Wood County

990 • Fiscal year 2023 • EIN 23-7086867

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

Organization ProfileUWSP.EDU/MARSHFIELD/COMMUNITY/FOUNDATION/PAGES
2000 W 5th Street Box 150Marshfield, WI 54449

(715) 389-6521

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$43,650

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

97th percentile

167%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1135%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,942,988

Up $3,089,848 (+167%) from 2022

Net Assets

Up

$4,909,316

Up $3,095,219 (+171%) from 2022

Liabilities

Down

$33,672

Down $5,371 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin98th percentile

Revenue

Up

$3,358,292

Up $3,086,416 (+1135%) from 2022

Expenses

Up

$382,494

Up $151,864 (+66%) from 2022

Net Income

Up

$2,975,798

Up $2,934,552 (+7115%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,419,480Liabilities 2010: $42,376Net Assets 2010: $1,377,1042010Assets 2011: $1,326,433Liabilities 2011: $27,358Net Assets 2011: $1,299,0752011Assets 2012: $1,372,108Liabilities 2012: $29,178Net Assets 2012: $1,342,9302012Assets 2013: $1,848,104Liabilities 2013: $103,846Net Assets 2013: $1,744,2582013Assets 2015: $2,051,471Liabilities 2015: $74,756Net Assets 2015: $1,976,7152015Assets 2016: $4,821,043Liabilities 2016: $70,975Net Assets 2016: $4,750,0682016Assets 2017: $3,432,426Liabilities 2017: $66,231Net Assets 2017: $3,366,1952017Assets 2018: $2,053,156Liabilities 2018: $62,066Net Assets 2018: $1,991,0902018Assets 2020: $1,954,855Liabilities 2020: $50,020Net Assets 2020: $1,904,8352020Assets 2021: $2,330,566Liabilities 2021: $44,687Net Assets 2021: $2,285,8792021Assets 2022: $1,853,140Liabilities 2022: $39,043Net Assets 2022: $1,814,0972022Assets 2023: $4,942,988Liabilities 2023: $33,672Net Assets 2023: $4,909,3162023Assets 2024: $294,481Liabilities 2024: $28,339Net Assets 2024: $266,1422024Assets 2025: $294,117Liabilities 2025: $28,338Net Assets 2025: $265,7792025

Highlighted filing

2023

Assets$4,942,988
Liabilities$33,672
Net Assets$4,909,316
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$5.0M$0-$5.0MExpenses 2010: $170,8852010Expenses 2011: $151,5472011Expenses 2012: $193,4742012Revenue 2013: $405,105Expenses 2013: $215,680Net Income 2013: $189,4252013Revenue 2015: $462,563Expenses 2015: $314,986Net Income 2015: $147,5772015Revenue 2016: $3,107,950Expenses 2016: $210,281Net Income 2016: $2,897,6692016Revenue 2017: $961,370Expenses 2017: $2,505,830Net Income 2017: -$1,544,4602017Revenue 2018: $264,322Expenses 2018: $1,687,671Net Income 2018: -$1,423,3492018Revenue 2020: $175,074Expenses 2020: $226,248Net Income 2020: -$51,1742020Revenue 2021: $214,657Expenses 2021: $205,967Net Income 2021: $8,6902021Revenue 2022: $271,876Expenses 2022: $230,630Net Income 2022: $41,2462022Revenue 2023: $3,358,292Expenses 2023: $382,494Net Income 2023: $2,975,7982023Revenue 2024: -$111,893Expenses 2024: $4,531,281Net Income 2024: -$4,643,1742024Revenue 2025: $12,833Expenses 2025: $8,189Net Income 2025: $4,6442025

Highlighted filing

2023

Revenue$3,358,292
Expenses$382,494
Net Income$2,975,798
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$3,589,706
Mission and Program Overview

Mission

Provides financial support for student, faculty and staff, and various campus programs and activities.

The university center foundation, inc. Is an organization of faculty administrators and community leaders, dedicated to providing opportunities for personal development, education and recreation. Its goal is not only the enrichment of campus life as a whole, but also to support the advancement of students in a financial way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$0$3,182,447▲ $3,182,447
Investments Other Securities$1,626,338$1,540,240▼ $86,098
Land, Buildings, and Equipment, Net$159,300$159,300→ $0
Savings and Temporary Cash Investments$66,417$59,813▼ $6,604
Cash and Non-Interest-Bearing Accounts$1,085$1,188▲ $103
Total Assets$1,853,140$4,942,988▲ $3,089,848
Liabilities
Deferred Revenue$33,871$28,537▼ $5,334
Other Liabilities$5,172$5,135▼ $37
Total Liabilities$39,043$33,672▼ $5,371
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,674,422$4,736,182▲ $3,061,760
Net Assets Without Donor Restrictions$139,675$173,134▲ $33,459
Total Net Assets Fund Balance$1,814,097$4,909,316▲ $3,095,219
Total Liabilities and Net Assets / Fund Balance$1,853,140$4,942,988▲ $3,089,848

Asset Categories

AssetBook ValueDepreciationBasis
Land$159,300-$159,300
Other Securities$270,337--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$116,912$0▲ $12,545-$120,310
2021$146,705$500▼ $25,536-$116,912
2020$118,636$500▲ $31,476-$146,705
2019$112,832$500▲ $8,519-$118,636
2018$110,518-▲ $6,155-$112,832
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roxanne WetterauExecutive DirectorFT$43,650$43,650

Board Members and Trustees

NameTitle
Matthew JansenPresident
Daniel HughesDirector
Danielle KrausDirector
Patricia StuhrDirector
Andy KeoghDirector/laird Rep
Anthony Andrews Started 01123Campus Exec - Ex-officio
Michelle Boernke Through 123122Campus Exec - Ex-officio
Revenue and Support

Revenue Composition

Contributions and Grants
$3,294,982
Program Service Revenue
$0
Investment Income
$60,033
Other Revenue
$3,277
All Other Contributions
$3,294,982
Change in Net Assets
$2,975,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$286,488
Other Expenses$52,545
Salaries, Compensation, and Employee Benefits$43,461
Total Fundraising Expense$30,115
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,488--$201,488
Grants to Domestic Individuals$85,000--$85,000
Current Officers, Directors, Trustees, and Key Employees-$15,600$23,400$39,000
Fees for Services Accounting-$23,868-$23,868
Fees for Service Investment Mgmnt Fees-$10,655-$10,655
Payroll Taxes-$1,784$2,677$4,461
Insurance-$2,236-$2,236
Office Expenses-$645$1,555$2,200
Advertising$1,493--$1,493
Information Technology-$1,458-$1,458
Other Expenses-$1,069$51$51
Total Functional Expenses$287,981$64,398$30,115$382,494
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Wisconsin Stevens Point at MarshfieldMarshfield, WIGovernmentProvides Financial Support for Student, Faculty and Staff, and Various Campus Programs and Activities.$201,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,097
Fundraising Gross Income$3,041
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Uw Alumni Association$5,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer of the board of directors reviews the 990 prior to filing. All members of the board of directors are given a copy of the 990 prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“When the organization seeks business with a member or any business with which the member is affiliated as an owner or employee, the existence and nature of any conflict should be fully disclosed to the board of directors or executive committee before any vote or action on the matter.”

Form 990, Part VI, Section C, Line 19

“The organization will make public documents available upon request.”

Filing and Contact Details

Filer

Filer Name
University Foundation
EIN
23-7086867
Phone
7153896521
Address
2000 W 5TH STREET BOX 150, MARSHFIELD, WI 54449

Signing Officer

Name
Matthew Jansen
Title
President
Phone
7153896521
Signed
2024-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Jansen
Formed
1964
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
Christa Willis
Phone
9202315890
Supplemental Narrative

Additional Explanations

Form 990 Page 12 Part XI Line 2C

“The board of directors assumes responsiblity for oversight of the review.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has implemented accounting for uncertainty in income taxes in accordance with u.s. Gaap. This standard describes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosure required. Management of the foundation evaluates the uncertain tax positions taken regarding unrelated business income taxes, if any, and consults with outside counsel as deemed necessary. Foundation recognizes interest and penalties, if any, related to unrecognized tax liabilities in income tax expense.”

Raw XML AppendixShowing 400 of 531 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CAMPUS EXEC - EX-OFFICIO
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03182447
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW JANSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS OR ASSISTANCE ARE PROVIDED FOR FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0202981
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0201488
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0114920
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0113709
IRS990/PYInvestmentIncomeAmt0154313
IRS990/PYOtherExpensesAmt065509
IRS990/PYOtherRevenueAmt02643
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt041246
IRS990/PYSalariesCompEmpBnftPaidAmt051412
IRS990/PYTotalExpensesAmt0230630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0271876
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02975798
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05333
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066417
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059813
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0114920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt071081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0472458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040079
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0193721
IRS990ScheduleA/PublicSupportCY170Pct00.47190
IRS990ScheduleA/PublicSupportPY170Pct00.50330
IRS990ScheduleA/PublicSupportTotal170Amt0317052
IRS990ScheduleA/SubstantialContributorsTotAmt0155406
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0114920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt085123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt071081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088799
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0472458
IRS990ScheduleA/TotalSupportAmt0671850
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05592
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt05671
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01147
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0116912
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0120310
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt08000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0757
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0146705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0116912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-25536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0907
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0118636
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0146705
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031476
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01215
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0112832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0118636
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08519
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01081
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0110518
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0112832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06155
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0159300
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0159300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05135
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UW ALUMNI ASSOCIATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt022163
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt140065
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt241010
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt343415
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt451820
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt553813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt655738
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt759041
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt864313
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9100329
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10112958
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11120590
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12139493
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13171559
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14193596
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15270337
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN BEACON SMALL CAP VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MFS MID CAP VALUE FUND - R6
IRS990ScheduleD/OtherSecuritiesGrp/Desc2WASATCH SMALL CAP GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3OPPENHEIMER DEVELOPING MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4AM FDS EUROPACIFIC GROWTH FD (F2)
IRS990ScheduleD/OtherSecuritiesGrp/Desc5AM FDS NEW WORLD FUND (F2)
IRS990ScheduleD/OtherSecuritiesGrp/Desc6AM FDS GROWTH FD OF AMERICA CI F2
IRS990ScheduleD/OtherSecuritiesGrp/Desc7G/S GROWTH OPPORTUNITIES INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc8VANGUARD INTERNATIONAL VALUE FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc9DODGE & COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc10VGD MORGAN GROWTH (ADM)
IRS990ScheduleD/OtherSecuritiesGrp/Desc11HARBOR CAPITAL APPRECIATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc12VGD TOTAL BOND MKT IDX FUND (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc13VGD 500 INDEX (SIG)
IRS990ScheduleD/OtherSecuritiesGrp/Desc14DODGE & COX STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc15VANGUARD FIXED INC SHORT TERM CORP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.29000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH U.S. GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE FOUNDATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN REGARDING UNRELATED BUSINESS INCOME TAXES, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.71000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0159300
IRS990ScheduleD/TotalBookValueSecuritiesAmt01540240
IRS990ScheduleD/TotalLiabilityAmt05135
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt085000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt089
IRS990ScheduleI/RecipientTable/CashGrantAmt0201488
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVERNMENT
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDES FINANCIAL SUPPORT FOR STUDENT, FACULTY AND STAFF, AND VARIOUS CAMPUS PROGRAMS AND ACTIVITIES.

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,942,988
Liabilities
$33,672
Net assets
$4,909,316
Revenue
$3,358,292
Expenses
$382,494
Net income
$2,975,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.01$0.01$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.27$0.11$4.53$4.64
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.03$4.91$3.36$0.38$2.98
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.04$1.81$0.27$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.04$2.29$0.21$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.05$1.90$0.18$0.23$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.06$1.99$0.26$1.69$1.42
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.07$3.37$0.96$2.51$1.54
2016Detailed filing. Detailed filing data is available for this year.$4.82$0.07$4.75$3.11$0.21$2.90
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.07$1.98$0.46$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.85$0.10$1.74$0.41$0.22$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.03$1.34$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.03$1.30$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.04$1.38$0.17