Civic Intelligence

Ball State University Foundation Inc

990T • Fiscal year 2022 • EIN 35-6024566

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization Profilewww.bsu.edu/bsufoundation
2800 W Bethel AvenueMuncie, IN 47304

(765) 285-8312

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2010: $177,950,237Liabilities 2010: $31,478,271Net Assets 2010: $146,471,9662010Assets 2011: $198,405,348Liabilities 2011: $28,492,412Net Assets 2011: $169,912,9362011Assets 2012: $197,238,328Liabilities 2012: $31,265,743Net Assets 2012: $165,972,5852012Assets 2013: $217,070,523Liabilities 2013: $32,936,678Net Assets 2013: $184,133,8452013Assets 2014: $236,925,941Liabilities 2014: $28,073,446Net Assets 2014: $208,852,4952014Assets 2015: $234,983,239Liabilities 2015: $24,113,429Net Assets 2015: $210,869,8102015Assets 2016: $224,279,356Liabilities 2016: $29,546,319Net Assets 2016: $194,733,0372016Assets 2017: $239,675,559Liabilities 2017: $24,350,082Net Assets 2017: $215,325,4772017Assets 2018: $251,860,304Liabilities 2018: $25,861,543Net Assets 2018: $225,998,7612018Assets 2019: $254,500,113Liabilities 2019: $23,072,770Net Assets 2019: $231,427,3432019Assets 2020: $262,845,495Liabilities 2020: $24,398,991Net Assets 2020: $238,446,5042020Assets 2021: $330,356,166Liabilities 2021: $17,171,758Net Assets 2021: $313,184,4082021Assets 2022: $327,636,932Liabilities 2022: $19,324,740Net Assets 2022: $308,312,1922022Assets 2023: $343,394,231Liabilities 2023: $17,604,346Net Assets 2023: $325,789,8852023Assets 2024: $413,594,191Liabilities 2024: $16,689,739Net Assets 2024: $396,904,4522024

Latest loaded filing

2024

Assets$413,594,191
Liabilities$16,689,739
Net Assets$396,904,452
Open 2024 Filing

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $19,693,2622010Expenses 2011: $18,283,8452011Expenses 2012: $17,524,0552012Expenses 2013: $21,819,4732013Revenue 2014: $26,708,250Expenses 2014: $24,362,121Net Income 2014: $2,346,1292014Revenue 2015: $19,741,254Expenses 2015: $17,876,357Net Income 2015: $1,864,8972015Revenue 2016: $21,631,332Expenses 2016: $23,764,680Net Income 2016: -$2,133,3482016Revenue 2017: $20,276,092Expenses 2017: $21,207,702Net Income 2017: -$931,6102017Revenue 2018: $24,637,040Expenses 2018: $26,740,003Net Income 2018: -$2,102,9632018Revenue 2019: $20,910,153Expenses 2019: $26,786,738Net Income 2019: -$5,876,5852019Revenue 2020: $25,627,270Expenses 2020: $21,926,252Net Income 2020: $3,701,0182020Revenue 2021: $35,478,867Expenses 2021: $24,559,056Net Income 2021: $10,919,8112021Revenue 2022: $39,102,530Expenses 2022: $25,599,448Net Income 2022: $13,503,0822022Revenue 2023: $20,014,598Expenses 2023: $24,909,610Net Income 2023: -$4,895,0122023Revenue 2024: $66,942,172Expenses 2024: $30,249,612Net Income 2024: $36,692,5602024

Latest loaded filing

2024

Revenue$66,942,172
Expenses$30,249,612
Net Income$36,692,560
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

The mission of the ball state university foundation is to maximize sustainable support for ball state university by obtaining, investing, and administering private gift support and prudently discharging its fiduciary obligations to the university, donors, and designated beneficiaries. The ball state university foundation will support the continuing development of ball state university by continuing to be a foundation of excellence, promoting and facilitating a culture of philanthropy, service, volunteer leadership, and exemplary fiduciary responsibility.

Filing and Contact Details

Filer

Filer Name
Ball State University Foundation Inc
EIN
35-6024566
In Care Of
% AMY MCCLURE
Phone
7652858312
Address
2800 W BETHEL AVENUE, MUNCIE, IN 47304

Signing Officer

Name
Jean Kramer Crosby President
Title
President
Phone
2604604000
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix100 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt037713
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt037713
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt037912
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-199
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt037912
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt037912
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt0199
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-199
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt037912
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt037912
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LT CAPITAL GAIN
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt037912
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt037912
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt0199
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-199
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ST CAPITAL LOSS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt0199
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-199
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY MCCLURE
IRS990T/BooksInCareOfDetail/PhoneNum07652858312
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02800 W BETHEL AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MUNCIE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd047304
IRS990T/BookValueAssetsEOYAmt0327636932
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt021415
IRS990T/OverpaymentSection/OverpaymentAmt021415
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0355669
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/PriorYearOverpaymentCreditAmt025000
IRS990TScheduleA/CapitalGainNetIncomeAmt037713
IRS990TScheduleA/NetOperatingLossDeductionAmt072288
IRS990TScheduleA/OtherDeductionsAmt087447
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0135
IRS990TScheduleA/TotalDeductionsAmt087582
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-127345
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0267574
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0177942
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0177942
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt090360
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt018072
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt03585
IRS990T/TaxLessCreditsAmt03585
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt025000
IRS990T/TotalTaxAmt03585
IRS990T/TotalTaxComputationAmt03585
IRS990T/TotalUBTIAmt017072
IRS990T/TotalUBTIBeforeNOLSpecificAmt018072
IRS990T/TotalUBTIBeforeSection199AAmt018072
IRS990T/TotalUBTIComputedAmt018072
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN KRAMER CROSBY PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02604604000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALL STATE UNIVERSITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0356024566
ReturnHeader/Filer/InCareOfNm0% AMY MCCLURE
ReturnHeader/Filer/PhoneNum07652858312
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 W BETHEL AVENUE
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Wayne St Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02023-05-11T13:30:35-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAMER CROSBY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$414$16.7$397$66.9$30.2$36.7
2023Detailed filing. Detailed filing data is available for this year.$343$17.6$326$20.0$24.9$4.90
2022Detailed filing. Detailed filing data is available for this year.$328$19.3$308$39.1$25.6$13.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$330$17.2$313$35.5$24.6$10.9
2020Detailed filing. Detailed filing data is available for this year.$263$24.4$238$25.6$21.9$3.70
2019Detailed filing. Detailed filing data is available for this year.$255$23.1$231$20.9$26.8$5.88
2018Detailed filing. Detailed filing data is available for this year.$252$25.9$226$24.6$26.7$2.10
2017Detailed filing. Detailed filing data is available for this year.$240$24.4$215$20.3$21.2$0.93
2016Detailed filing. Detailed filing data is available for this year.$224$29.5$195$21.6$23.8$2.13
2015Detailed filing. Detailed filing data is available for this year.$235$24.1$211$19.7$17.9$1.86
2014Detailed filing. Detailed filing data is available for this year.$237$28.1$209$26.7$24.4$2.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$217$32.9$184$21.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$197$31.3$166$17.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$28.5$170$18.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$178$31.5$146$19.7