Civic Intelligence

Morehead State University Foundation Inc

990 • Fiscal year 2022 • EIN 31-1003236

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 07, 2022

Organization ProfileWWW.ALUMNI.MOREHEADSTATE.EDU/S/1869/FOUNDATION19
150 University BlvdMorehead, KY 40351

(606) 783-2599

Siviq Scores

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

Liabilities / Assets

40th percentile

0.16x

Higher debt load relative to assets than 40% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

2.03x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

38th percentile

-4.2%

Faster asset growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$71,026,535

Down $3,101,422 (-4.2%) from 2021

Net Assets

Down

$59,605,822

Down $2,632,926 (-4.2%) from 2021

Liabilities

Down

$11,420,713

Down $468,496 (-3.9%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin65th percentile

Revenue

Up

$5,625,447

Up $734,204 (+15%) from 2021

Expenses

Up

$4,860,752

Up $1,566,087 (+48%) from 2021

Net Income

Down

$764,695

Down $831,883 (-52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$100M$50M$0Assets 2010: $29,941,509Liabilities 2010: $12,252,355Net Assets 2010: $17,689,1542010Assets 2011: $39,675,914Liabilities 2011: $13,202,351Net Assets 2011: $26,473,5632011Assets 2012: $39,279,791Liabilities 2012: $13,405,330Net Assets 2012: $25,874,4612012Assets 2013: $42,252,824Liabilities 2013: $13,290,307Net Assets 2013: $28,962,5172013Assets 2014: $51,610,073Liabilities 2014: $13,380,768Net Assets 2014: $38,229,3052014Assets 2015: $51,000,570Liabilities 2015: $14,805,304Net Assets 2015: $36,195,2662015Assets 2016: $46,011,534Liabilities 2016: $11,796,707Net Assets 2016: $34,214,8272016Assets 2017: $53,389,649Liabilities 2017: $11,804,789Net Assets 2017: $41,584,8602017Assets 2018: $54,732,807Liabilities 2018: $11,632,125Net Assets 2018: $43,100,6822018Assets 2019: $56,100,714Liabilities 2019: $11,672,215Net Assets 2019: $44,428,4992019Assets 2020: $59,808,708Liabilities 2020: $11,472,543Net Assets 2020: $48,336,1652020Assets 2021: $74,127,957Liabilities 2021: $11,889,209Net Assets 2021: $62,238,7482021Assets 2022: $71,026,535Liabilities 2022: $11,420,713Net Assets 2022: $59,605,8222022Assets 2023: $75,848,542Liabilities 2023: $12,097,351Net Assets 2023: $63,751,1912023Assets 2024: $85,025,098Liabilities 2024: $13,209,937Net Assets 2024: $71,815,1612024Assets 2025: $91,976,128Liabilities 2025: $12,577,591Net Assets 2025: $79,398,5372025

Highlighted filing

2022

Assets$71,026,535
Liabilities$11,420,713
Net Assets$59,605,822
Open 2022 Filing

Operations Trend

Revenue Growth68th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,214,2582010Expenses 2011: $3,071,6532011Expenses 2012: $5,312,5822012Expenses 2013: $2,948,1962013Revenue 2014: $9,208,370Expenses 2014: $3,956,177Net Income 2014: $5,252,1932014Revenue 2015: $4,876,629Expenses 2015: $5,826,766Net Income 2015: -$950,1372015Revenue 2016: $5,488,009Expenses 2016: $5,854,205Net Income 2016: -$366,1962016Revenue 2017: $11,260,145Expenses 2017: $4,189,699Net Income 2017: $7,070,4462017Revenue 2018: $5,888,184Expenses 2018: $4,676,208Net Income 2018: $1,211,9762018Revenue 2019: $6,240,724Expenses 2019: $5,153,766Net Income 2019: $1,086,9582019Revenue 2020: $9,754,504Expenses 2020: $3,979,488Net Income 2020: $5,775,0162020Revenue 2021: $4,891,243Expenses 2021: $3,294,665Net Income 2021: $1,596,5782021Revenue 2022: $5,625,447Expenses 2022: $4,860,752Net Income 2022: $764,6952022Revenue 2023: $6,483,169Expenses 2023: $6,288,780Net Income 2023: $194,3892023Revenue 2024: $10,191,156Expenses 2024: $6,693,927Net Income 2024: $3,497,2292024Revenue 2025: $12,815,744Expenses 2025: $6,752,177Net Income 2025: $6,063,5672025

Highlighted filing

2022

Revenue$5,625,447
Expenses$4,860,752
Net Income$764,695
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$5,830,742
Mission and Program Overview

Mission

The mission of morehead foundation is to prudently administer all assets of the foundation and/or morehead state university as provided by federal and state law and regulation and through fiduciary responsibility between the university and the foundation, to promote educational purposes in connection with or at the request of the university by encouraging, sponsoring and supporting institutional priorities, to provide advice, consultation and support to the president and the board of regents of morehead state university, and to provide volunteer leadership to morehead state university's fund raising programs and to assist other institutional advancement efforts.

Support of morehead state university through fundraising and administrative support

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$60,725,851$55,748,389▼ $4,977,462
Investments in Publicly Traded Securities$5,717,982$10,047,809▲ $4,329,827
Pledges and Grants Receivable$5,186,595$4,160,077▼ $1,026,518
Inventories for Sale or Use$715,000$0▼ $715,000
Savings and Temporary Cash Investments$830,169$540,663▼ $289,506
Cash and Non-Interest-Bearing Accounts$715,759$482,672▼ $233,087
Land, Buildings, and Equipment, Net$198,765$46,925▼ $151,840
Accounts Receivable$37,836$0▼ $37,836
Total Assets$74,127,957$71,026,535▼ $3,101,422
Liabilities
Other Liabilities$11,884,821$11,406,188▼ $478,633
Accounts Payable and Accrued Expenses$4,388$14,525▲ $10,137
Total Liabilities$11,889,209$11,420,713▼ $468,496
Net Assets / Fund Balance
Net Assets With Donor Restrictions$63,287,803$60,939,537▼ $2,348,266
Net Assets Without Donor Restrictions$-1,049,055$-1,333,715▼ $284,660
Total Net Assets Fund Balance$62,238,748$59,605,822▼ $2,632,926
Total Liabilities and Net Assets / Fund Balance$74,127,957$71,026,535▼ $3,101,422

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,925$128,725$175,650
Other Securities$5,627,209--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$58,002,224-▲ $76,191$1,937,113$56,141,302
2020$45,109,704$1,039,537▲ $13,032,827$1,179,844$58,002,224
2019$43,413,305$4,247,829▼ $1,894,816$656,614$45,109,704
2018$41,885,094$1,737,475▲ $1,866,898$2,076,162$43,413,305
2017$35,588,649$386,937▲ $6,776,054$866,546$41,885,094
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Mr Jack MatthewChair
Mr Perry AllenVice Chair
Dr Willi WalkerTrustee
James JenningsTrustee
Mr Andre PrefontaineTrustee
Mr Andrew JonesTrustee
Mr Bob SchenaTrustee
Mr Brian G NurickTrustee
Mr Christopher WrightTrustee
Mr Ed StrosniderTrustee
Mr Gary MitchellTrustee
Mr John MerchantTrustee
Mr Jon HarvilleTrustee
Mr Kenneth AlexanderTrustee
Mr Kevin JohnsTrustee
Mr Nathan BishopTrustee
Mr Robert L KingTrustee
Mr Ronald CarteeTrustee
Mr Ronald CooperTrustee
Mr Ronald GriffithTrustee
Mrs Susan MartinTrustee
Ms Heather ThompsonTrustee
Ms Janice TowlesTrustee
Mr Rick HesterbergCEO
Mr Bob AlbertTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Fund Evaluation GroupInvestment Advisors201 E 5TH ST 1600, Cincinnati, OH 45202$218,970
Revenue and Support

Revenue Composition

Contributions and Grants
$4,661,990
Program Service Revenue
$0
Investment Income
$642,769
Other Revenue
$320,688
All Other Contributions
$4,593,822
Change in Net Assets
$764,695

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$327,000Fair Market Value
Other Non Cash Contri Table6$126,653Fair Market Value
Other Non Cash Contri Table114$18,592Fair Market Value
Other Non Cash Contri Table1$17,500Fair Market Value
Works of Art3$9,400Fair Market Value
Total Noncash Contributions125$499,145-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,333,731
Revenue Not Reported on Financial Statements
$291,716
Revenue Not Reported on Form 990
$-3,159,938
Other Revenue Adjustments
$47,874
Total Revenue per Audited Statements
$2,173,793
Total Revenue per Form 990
$5,625,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,610,228
Other Expenses$1,219,063
Salaries, Compensation, and Employee Benefits$31,461
Total Fundraising Expense$14,459
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,497,122--$2,497,122
Grants to Domestic Individuals$1,113,106--$1,113,106
Fees for Service Investment Mgmnt Fees-$243,842-$243,842
All Other Expenses$31,013-$14,459$45,472
Other Expenses$34,068$148,177-$34,068
Other Salaries and Wages-$29,226-$29,226
Fees for Services Accounting-$19,650-$19,650
Insurance$1,678$15,487-$17,165
Depreciation Depletion$14,086--$14,086
Travel$13,068--$13,068
Fees for Services Legal-$7,963-$7,963
Payroll Taxes-$2,235-$2,235
Office Expenses$897--$897
Total Functional Expenses$4,371,270$475,023$14,459$4,860,752

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,860,752
Total Expenses per Audited Statements$4,806,719
Expenses per Audited Statements$4,616,910
Expenses Not Reported on Financial Statements$243,842
Expenses Not Reported on Form 990$189,809
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Morehead State UniversityMorehead, KY115Support of the University$2,497,122

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,524
Fundraising Direct Expenses$44,543
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Celebration$88,803$27,485$16,517$10,968
Eagle Golf Outing$23,680$17,130$665$16,465
Total Events$126,692$58,524$44,543$13,981
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust for Morehead State University$10,427,195
Annuity Payable$572,777
Due to Morehead State University$406,216
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 audit committee reviews the year-end audit report and the independent auditors deliver the audit report to the full board. Once the 990 is compiled from the audited financials, it is reviewed by the foundation's treasurer and signed and submitted. At the board meeting following the submission of the 990, it is announced to the board that it has been filed and available for them to view on the foundation's web page.”

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

“The financial management and investment policy contains the conflict of interest policy and at each board meeting it is requested that each member of the board adhere to each policy listed.”

Form 990, Part VI, Section B, Line 15

“Morehead state university is the employer for all msu-f employees. In contract with the foundation, msu has the full power, authority and responsibility to employ, train, supervise, evaluate and discharge staff persons. All wages, compensation and benefits provided to the staff are determined by msu and are based on qualifications and job performance assessed annually. Msu monitors asae industry medians for trade association compensation.”

Form 990, Part VI, Section C, Line 19

“The organization's website can be used to view the governing documents, conflict of interest policy within the financial management & investment policy manual, and its financial statements.”

Filing and Contact Details

Filer

Filer Name
Morehead State University Foundation
EIN
31-1003236
Phone
6067832599
Address
150 UNIVERSITY BLVD, MOREHEAD, KY 40351

Signing Officer

Name
Richard L Hesterberg
Title
CEO
Phone
6067832599
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard L Hesterberg
Formed
1979
Legal Domicile
Ky
Voting Board Members
25
Independent Board Members
25
Employees
3
Volunteers
25

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
250 W MAIN STREET STE 1400, LEXINGTON, KY 40507
Preparer
Allison C Carter
Phone
8592552341
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Annuity liability adjustment -47,874. Bad debt on pledges receivable -18,760.”

FORM 990, PART XII, LINE 2C:

“The organization did not change either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 44,543.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Annuity liability adjustment 47,874.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bad debt on pledges receivable 18,760. Fundraising expenses 44,543.”

Raw XML AppendixShowing 400 of 774 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm4MR KENNETH ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm5MR NATHAN BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm6MR RONALD CARTEE
IRS990/Form990PartVIISectionAGrp/PersonNm7MR RONALD COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm8MR RONALD GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm9MR JON HARVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm10MR KEVIN JOHNS
IRS990/Form990PartVIISectionAGrp/PersonNm11MR ANDREW JONES
IRS990/Form990PartVIISectionAGrp/PersonNm12MR ROBERT L KING
IRS990/Form990PartVIISectionAGrp/PersonNm13MRS SUSAN MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm14MR JOHN MERCHANT
IRS990/Form990PartVIISectionAGrp/PersonNm15MR GARY MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm16MR BRIAN G NURICK
IRS990/Form990PartVIISectionAGrp/PersonNm17MR ANDRE PREFONTAINE
IRS990/Form990PartVIISectionAGrp/PersonNm18MR BOB SCHENA
IRS990/Form990PartVIISectionAGrp/PersonNm19MR ED STROSNIDER
IRS990/Form990PartVIISectionAGrp/PersonNm20MS HEATHER THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm21MS JANICE TOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm22DR WILLI WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm23MR CHRISTOPHER WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm24JAMES JENNINGS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
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IRS990/Form990TFiledInd01
IRS990/FormationYr01979
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt068168
IRS990/FundraisingDirectExpensesAmt044543
IRS990/FundraisingGrossIncomeAmt058524
IRS990/GainOrLossGrp/OtherAmt0109248
IRS990/GainOrLossGrp/SecuritiesAmt0357164
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt02497122
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01113106
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01113106
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02497122
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02497122
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0270000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0357164
IRS990/GrossReceiptsAmt05830742
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt015487
IRS990/InsuranceGrp/ProgramServicesAmt01678
IRS990/InsuranceGrp/TotalAmt017165
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0715000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt097404
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0176357
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt078953
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt060725851
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt055748389
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05717982
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010047809
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0128725
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0198765
IRS990/LandBldgEquipBasisNetGrp/EOYAmt046925
IRS990/LandBldgEquipCostOrOtherBssAmt0175650
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0160752
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MARGIN OF EXCELLENCE OPPORTUNITY FUNDING TO MOREHEAD STATE UNIVERSITY IN AN EFFORT TO ASSIST MSU IN REACHING ITS ESTABLISHED GOALS. THE MISSION OF MOREHEAD FOUNDATION IS TO PRUDENTLY ADMINISTER ALL ASSETS OF THE FOUNDATION AND/OR MOREHEAD STATE UNIVERSITY AS PROVIDED BY FEDERAL AND STATE LAW AND REGULATION AND THROUGH FIDUCIARY RESPONSIBILITY BETWEEN THE UNIVERSITY AND THE FOUNDATION, TO PROMOTE EDUCATIONAL PURPOSES IN CONNECTION WITH OR AT THE REQUEST OF THE UNIVERSITY BY ENCOURAGING, SPONSORING AND SUPPORTING INSTITUTIONAL PRIORITIES, TO PROVIDE ADVICE, CONSULTATION AND SUPPORT TO THE PRESIDENT AND THE BOARD OF REGENTS OF MOREHEAD STATE UNIVERSITY, AND TO PROVIDE VOLUNTEER LEADERSHIP TO MOREHEAD STATE UNIVERSITY'S FUND RAISING PROGRAMS AND TO ASSIST OTHER INSTITUTIONAL ADVANCEMENT EFFORTS.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0466412
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0466412
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013981
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013981
IRS990/NetUnrelatedBusTxblIncmAmt027666
IRS990/NetUnrlzdGainsLossesInvstAmt0-3330987
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1049055
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1333715
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0499145
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0897
IRS990/OfficeExpensesGrp/TotalAmt0897
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-66634
IRS990/OtherExpensesGrp/Desc0INCOME TAXES
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSE & SUPPO
IRS990/OtherExpensesGrp/Desc2SOFTWARE AND MAINTENANC
IRS990/OtherExpensesGrp/Desc3OPERATING EXPENSE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1148177
IRS990/OtherExpensesGrp/ProgramServicesAmt0666232
IRS990/OtherExpensesGrp/ProgramServicesAmt134068
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IRS990/OtherExpensesGrp/TotalAmt1666232
IRS990/OtherExpensesGrp/TotalAmt2148177
IRS990/OtherExpensesGrp/TotalAmt334068
IRS990/OtherLiabilitiesGrp/BOYAmt011884821
IRS990/OtherLiabilitiesGrp/EOYAmt011406188
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IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MSU EVENTS
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IRS990/OtherRevenueMiscGrp/Desc2UNDERWRITING
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt181458
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt216090
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0191971
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt181458
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt216090
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IRS990/OtherSalariesAndWagesGrp/TotalAmt029226
IRS990/OwnWebsiteInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05186595
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04160077
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD L HESTERBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP FUND - PROVIDED SCHOLARSHIPS FOR ELIGIBLE STUDENTS AT MOREHEAD STATE UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01113106
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01113106
IRS990/ProgSrvcAccomActy3Grp/Desc0EAGLE ATHLETIC FUND - PROVIDED ASSISTANCE TO THE VARIOUS SPORTS PROGRAMS AT MOREHEAD STATE UNIVERSITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0269043
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt081458
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ENDOWMENT FUND - PROVIDED SUPPORT TO MOREHEAD STATE UNIVERSITY FOR PROFESSORSHIPS, CHAIRS, AND RESEARCH PROJECTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0685035
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,026,535
Liabilities
$11,420,713
Net assets
$59,605,822
Revenue
$5,625,447
Expenses
$4,860,752
Net income
$764,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.0$12.6$79.4$12.8$6.75$6.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.0$13.2$71.8$10.2$6.69$3.50
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.8$12.1$63.8$6.48$6.29$0.19
2022Detailed filing. Detailed filing data is available for this year.$71.0$11.4$59.6$5.63$4.86$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.1$11.9$62.2$4.89$3.29$1.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.8$11.5$48.3$9.75$3.98$5.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.1$11.7$44.4$6.24$5.15$1.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.7$11.6$43.1$5.89$4.68$1.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$11.8$41.6$11.3$4.19$7.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$11.8$34.2$5.49$5.85$0.37
2015Detailed filing. Detailed filing data is available for this year.$51.0$14.8$36.2$4.88$5.83$0.95
2014Detailed filing. Detailed filing data is available for this year.$51.6$13.4$38.2$9.21$3.96$5.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$13.3$29.0$2.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$13.4$25.9$5.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$13.2$26.5$3.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$12.3$17.7$3.21
Peer Organizations

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