Civic Intelligence

Denison University Research Foundation

990 • Fiscal year 2021 • EIN 31-6024390

Jul 01, 2020 to Jun 30, 2021 • Filed on May 05, 2022

Organization ProfileWWW.DENISON.EDU
100 W College StGranville, OH 43023

(740) 587-6281

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

99th percentile

$1,142,919

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 372.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

$3,171,715

No earlier filing loaded for comparison.

Net Assets

$3,171,715

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

$306,784

No earlier filing loaded for comparison.

Expenses

$113,701

No earlier filing loaded for comparison.

Net Income

$193,083

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $3,171,715Liabilities 2021: $0Net Assets 2021: $3,171,7152021Assets 2022: $2,934,910Liabilities 2022: $0Net Assets 2022: $2,934,9102022Assets 2023: $2,667,007Liabilities 2023: $1,500Net Assets 2023: $2,665,5072023Assets 2024: $2,754,415Liabilities 2024: $1,500Net Assets 2024: $2,752,9152024

Highlighted filing

2021

Assets$3,171,715
Liabilities$0
Net Assets$3,171,715
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2021: $306,784Expenses 2021: $113,701Net Income 2021: $193,0832021Revenue 2022: $200,425Expenses 2022: $83,624Net Income 2022: $116,8012022Revenue 2023: $136,741Expenses 2023: $220,472Net Income 2023: -$83,7312023Revenue 2024: $156,968Expenses 2024: $162,977Net Income 2024: -$6,0092024

Highlighted filing

2021

Revenue$306,784
Expenses$113,701
Net Income$193,083
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 5, 2022
Return Version
2020v4.2
Gross Receipts
$647,982
Mission and Program Overview

Mission

The mission of the denison university research foundation is to sustain the research of the faculty of denison university.

The mission of the denison university research foundation is to support the research of the faculty of denison university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,696,408$1,945,892▲ $249,484
Investments Other Securities$775,973$1,124,227▲ $348,254
Cash and Non-Interest-Bearing Accounts$24,666$51,401▲ $26,735
Savings and Temporary Cash Investments$1,713$50,195▲ $48,482
Total Assets$2,498,760$3,171,715▲ $672,955
Liabilities
Accounts Payable and Accrued Expenses$1,983$0▼ $1,983
Total Liabilities$1,983$0▼ $1,983
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,404,527$3,079,465▲ $674,938
Net Assets With Donor Restrictions$92,250$92,250→ $0
Total Net Assets Fund Balance$2,496,777$3,171,715▲ $674,938
Total Liabilities and Net Assets / Fund Balance$2,498,760$3,171,715▲ $672,955

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$180,988--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,474,095-▲ $768,454-$3,120,315
2019$2,484,310-▲ $109,553-$2,474,095
2018$2,403,114-▲ $198,146-$2,484,310
2017$2,296,908-▲ $218,577-$2,403,114
2016$2,137,158-▲ $271,768-$2,296,908
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Adam WeinbergPresident, Denison University
Sheila LittleTrustee & Vice President
Kimberly SpechtExecutive Director
David SchmidtTrustee
Derek MatsonTrustee
Douglas Holtz-eakinTrustee
Gail WeissTrustee
Micah TrappTrustee
Nannette MaciejunesTrustee
Rod KorbaTrustee
Thomas HattersleyTrustee
David EnglishVP for Fin.&mgmt.,denison Univ.
Revenue and Support

Revenue Composition

Contributions and Grants
$20,186
Program Service Revenue
$0
Investment Income
$286,598
Other Revenue
$0
All Other Contributions
$20,186
Change in Net Assets
$193,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,501
Other Expenses$200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$113,501--$113,501
Other Expenses-$200-$200
Total Functional Expenses$113,501$200$0$113,701
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

“Review of form 990 - form 990 is reviewed by each member of the board of trustees. A draft copy was distributed electronically in may, 2022, along with a request for comments or questions.”

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

“Monitoring and enforcement of conflict policy - each member of the board of trustees completed a conflict of interest statement prior to the board meeting in march, 2022. No conflicts were identified and there were no issues to be disclosed. Statements are kept on file in the provost's office of denison university.”

Form 990, Part VI, Section C, Line 19

“Availability of documents - the foundation makes its governing documents and internal financial statements available in the office of the associate provost of denison university upon request. The foundation does not make its conflict policy available to the general public.”

FORM 990, PART VI, LINES 13 AND 14:

“All financial accounting and asset custody for denison university research foundation are performed by denison university. As such, denison university research foundation is subject to the whistleblower policy and document retention and destruction policy of denison university. The university has adopted and follows a document retention and destruction policy which has yet to be reviewed and approved the university's board.”

Filing and Contact Details

Filer

Filer Name
Denison University Research Foundation
EIN
31-6024390
Phone
7405876281
Address
100 W COLLEGE ST, GRANVILLE, OH 43023

Signing Officer

Name
David English
Title
VP for Fin.&mgmt.,denison Univ
Phone
7405876281
Signed
2022-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Specht
Formed
1942
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher B Anderson
Phone
2163630100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Intended use of endowment funds - distributions from the endowment funds are used for making grants to faculty of denison university for research projects.”

Raw XML AppendixShowing 400 of 512 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01983
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE DENISON UNIVERSITY RESEARCH FOUNDATION IS TO SUPPORT THE RESEARCH OF THE FACULTY OF DENISON UNIVERSITY.
IRS990/AllOtherContributionsAmt020186
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHY UNTIED
IRS990/BooksInCareOfDetail/PhoneNum07405876679
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 W COLLEGE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRANVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043023
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024666
IRS990/CashNonInterestBearingGrp/EOYAmt051401
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020186
IRS990/CYGrantsAndSimilarPaidAmt0113501
IRS990/CYInvestmentIncomeAmt0286598
IRS990/CYOtherExpensesAmt0200
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0193083
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0113701
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0306784
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED FUNDING FOR 16 GRANTS FOR THE EDUCATIONAL DEVELOPMENT OF THE TEACHING STAFF AND STUDENTS OF DENISON UNIVERSITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt092250
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt092250
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0113501
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9319035
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1044221
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1154031
IRS990/Form990PartVIISectionAGrp/PersonNm0ROD KORBA
IRS990/Form990PartVIISectionAGrp/PersonNm1MICAH TRAPP
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS HATTERSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUGLAS HOLTZ-EAKIN
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm5DEREK MATSON
IRS990/Form990PartVIISectionAGrp/PersonNm6SHEILA LITTLE
IRS990/Form990PartVIISectionAGrp/PersonNm7NANNETTE MACIEJUNES
IRS990/Form990PartVIISectionAGrp/PersonNm8GAIL WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM WEINBERG
IRS990/Form990PartVIISectionAGrp/PersonNm10KIMBERLY SPECHT
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID ENGLISH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9823884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10108098
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11293979
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE & VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT, DENISON UNIVERSITY
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP FOR FIN.&MGMT.,DENISON UNIV.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01942
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0278648
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0113501
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0113501
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0113501
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0619846
IRS990/GrossReceiptsAmt0647982
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07950
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07950
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0775973
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01124227
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01696408
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01945892
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0341198
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE DENISON UNIVERSITY RESEARCH FOUNDATION IS TO SUSTAIN THE RESEARCH OF THE FACULTY OF DENISON UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02496777
IRS990/NetAssetsOrFundBalancesEOYAmt03171715
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0278648
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0278648
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0481855
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02404527
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03079465
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OH ANNUAL FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIMBERLY SPECHT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021221
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0138516
IRS990/PYInvestmentIncomeAmt0172039
IRS990/PYOtherExpensesAmt03832
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt050912
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0142348
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0193260
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0193083
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01713
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050195
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379459
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0113501
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DENISON UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0113501
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02474095
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03120315
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0122234
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0768454
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02484310
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02474095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0119768
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109553
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02403114
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02484310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0116950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0198146
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02296908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02403114
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0112371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0218577
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02137158
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02296908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0112018
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0271768
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0943239
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1180988
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.02910
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTENDED USE OF ENDOWMENT FUNDS - DISTRIBUTIONS FROM THE ENDOWMENT FUNDS ARE USED FOR MAKING GRANTS TO FACULTY OF DENISON UNIVERSITY FOR RESEARCH PROJECTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.97090
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01124227
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0113501
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS AWARDED TO INDIVIDUAL FACULTY MEMBERS OF DENISON UNIVERSITY TO SUPPORT THEIR RESEARCH PROJECTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORING USE OF GRANT FUNDS - GRANT RECIPIENTS ARE REQUIRED TO WRITE A REPORT THAT GIVES AN ACCOUNT OF GRANT ACTIVITIES INVCLUDING EXPENDITURES OF THE FUNDS. ALL GRANT EXPENDITURES ARE PROCESSED THROUGH DENISON UNIVERSITY'S CONTROLLER'S OFFICE AND ARE SUBJECT TO INTERNAL CONTROLS GOVERNING ALL DISBURSEMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0550392
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1273858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2107871
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt0250000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0285865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt135865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt211750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt033170
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118166
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt232471
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0273492
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt120121
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2227
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ADAM WEINBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID ENGLISH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KIMBERLY SPECHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT, DENISON UNIVERSITY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP FOR FIN.&MGMT.,DENISON UNIV.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01142919
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1348010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2152319
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN - DENISON UNIVERSITY, A RELATED ORGANIZATION, OFFERS A SECTION 457(B) PLAN TO CERTAIN HIGHLY PAID EMPLOYEES. THIS PLAN ALLOWS A PARTICIPANT TO DEFER A PORTION OF THEIR COMPENSATION INTO THE PLAN. NONQUALIFIED DEFERRED COMPENSATION PLAN - DENISON UNIVERSITY'S PRESIDENT PARTICIPATES IN THE DENISON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN, WHICH WAS EFFECTIVE JULY 1, 2018. THE PURPOSE OF THE PLAN IS TO PROVIDE DEFERRED COMPENSATION BENEFITS IF THE PRESIDENT MEETS CERTAIN PERFORMANCE GOALS SPECIFIED AND EVALUATED BY THE BOARD OF TRUSTEES WHO ARE INDEPENDENT OF HIM. THE NONVESTED AMOUNT ASSOCIATED WITH CALENDAR YEAR 2020 HAS BEEN ESTIMATED TO BE $250,000 AND IS INCLUDED IN COLUMN C OF PART II OF SCHEDULE J, AS REQUIRED BY THE INSTRUCTIONS FOR FORM 990 AND SCHEDULE J. THE PRESIDENT IS NOT VESTED IN THIS AMOUNT AND MAY NEVER RECEIVE THIS BENEFIT. FULL VESTING IN THE DEFERRED COMPENSATION PLAN WILL NOT OCCUR UNTIL JUNE 30, 2025. PARTIAL VESTING MAY OCCUR UPON THE OCCURRENCE OF CERTAIN EVENTS INCLUDING DISABILITY AND INVOLUNTARY TERMINATION OTHER THAN FOR CAUSE.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1DENISON UNIVERSITY, THE SUPPORTED ORGANIZATION, UTILIZES THE FOLLOWING IN DETERMINING THE COMPENSATION OF ITS PRESIDENT: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 3 - METHODS OF ESTABLISHING COMPENSATION:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW OF FORM 990 - FORM 990 IS REVIEWED BY EACH MEMBER OF THE BOARD OF TRUSTEES. A DRAFT COPY WAS DISTRIBUTED ELECTRONICALLY IN MAY, 2022, ALONG WITH A REQUEST FOR COMMENTS OR QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONITORING AND ENFORCEMENT OF CONFLICT POLICY - EACH MEMBER OF THE BOARD OF TRUSTEES COMPLETED A CONFLICT OF INTEREST STATEMENT PRIOR TO THE BOARD MEETING IN MARCH, 2022. NO CONFLICTS WERE IDENTIFIED AND THERE WERE NO ISSUES TO BE DISCLOSED. STATEMENTS ARE KEPT ON FILE IN THE PROVOST'S OFFICE OF DENISON UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABILITY OF DOCUMENTS - THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND INTERNAL FINANCIAL STATEMENTS AVAILABLE IN THE OFFICE OF THE ASSOCIATE PROVOST OF DENISON UNIVERSITY UPON REQUEST. THE FOUNDATION DOES NOT MAKE ITS CONFLICT POLICY AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL FINANCIAL ACCOUNTING AND ASSET CUSTODY FOR DENISON UNIVERSITY RESEARCH FOUNDATION ARE PERFORMED BY DENISON UNIVERSITY. AS SUCH, DENISON UNIVERSITY RESEARCH FOUNDATION IS SUBJECT TO THE WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY OF DENISON UNIVERSITY. THE UNIVERSITY HAS ADOPTED AND FOLLOWS A DOCUMENT RETENTION AND DESTRUCTION POLICY WHICH HAS YET TO BE REVIEWED AND APPROVED THE UNIVERSITY'S BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINES 13 AND 14:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,171,715
Liabilities
$0
Net assets
$3,171,715
Revenue
$306,784
Expenses
$113,701
Net income
$193,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.14$0.22$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.20$0.08$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.31$0.11$0.19