Civic Intelligence

Truman State University Foundation

990 • Fiscal year 2017 • EIN 43-1381504

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 02, 2018

105 Mcclain Hall 100 E Normal StKirksville, MO 63501

(660) 785-4150

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.12x

Higher debt load relative to revenue than 21% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$239,443

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$51,136,522

Up $4,981,265 (+11%) from 2016

Net Assets

Up

$50,530,499

Up $5,022,686 (+11%) from 2016

Liabilities

Down

$606,023

Down $41,421 (-6.4%) from 2016

Revenue

Up

$5,071,725

Up $642,039 (+14%) from 2016

Expenses

Up

$3,217,787

Up $783,326 (+32%) from 2016

Net Income

Down

$1,853,938

Down $141,287 (-7.1%) from 2016

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $24,125,039Liabilities 2010: $569,367Net Assets 2010: $23,555,6722010Assets 2011: $31,485,639Liabilities 2011: $627,059Net Assets 2011: $30,858,5802011Assets 2012: $33,490,203Liabilities 2012: $617,476Net Assets 2012: $32,872,7272012Assets 2013: $37,823,586Liabilities 2013: $603,680Net Assets 2013: $37,219,9062013Assets 2014: $43,423,651Liabilities 2014: $646,284Net Assets 2014: $42,777,3672014Assets 2015: $44,866,364Liabilities 2015: $628,050Net Assets 2015: $44,238,3142015Assets 2016: $46,155,257Liabilities 2016: $647,444Net Assets 2016: $45,507,8132016Assets 2017: $51,136,522Liabilities 2017: $606,023Net Assets 2017: $50,530,4992017Assets 2018: $55,463,013Liabilities 2018: $706,130Net Assets 2018: $54,756,8832018Assets 2019: $58,865,509Liabilities 2019: $625,671Net Assets 2019: $58,239,8382019Assets 2020: $60,884,322Liabilities 2020: $584,519Net Assets 2020: $60,299,8032020Assets 2021: $76,944,452Liabilities 2021: $675,208Net Assets 2021: $76,269,2442021Assets 2022: $67,951,751Liabilities 2022: $626,376Net Assets 2022: $67,325,3752022Assets 2023: $72,042,524Liabilities 2023: $630,884Net Assets 2023: $71,411,6402023Assets 2024: $78,927,688Liabilities 2024: $588,248Net Assets 2024: $78,339,4402024Assets 2025: $85,669,112Liabilities 2025: $614,657Net Assets 2025: $85,054,4552025

Highlighted filing

2017

Assets$51,136,522
Liabilities$606,023
Net Assets$50,530,499

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,681,5552010Revenue 2011: $4,955,175Expenses 2011: $1,440,857Net Income 2011: $3,514,3182011Expenses 2012: $1,771,8302012Expenses 2013: $1,814,0102013Revenue 2014: $3,396,478Expenses 2014: $2,139,344Net Income 2014: $1,257,1342014Revenue 2015: $4,765,686Expenses 2015: $2,191,885Net Income 2015: $2,573,8012015Revenue 2016: $4,429,686Expenses 2016: $2,434,461Net Income 2016: $1,995,2252016Revenue 2017: $5,071,725Expenses 2017: $3,217,787Net Income 2017: $1,853,9382017Revenue 2018: $5,647,415Expenses 2018: $2,904,668Net Income 2018: $2,742,7472018Revenue 2019: $7,668,230Expenses 2019: $3,754,047Net Income 2019: $3,914,1832019Revenue 2020: $10,154,800Expenses 2020: $3,979,744Net Income 2020: $6,175,0562020Revenue 2021: $10,024,797Expenses 2021: $2,493,521Net Income 2021: $7,531,2762021Revenue 2022: $10,814,478Expenses 2022: $3,082,008Net Income 2022: $7,732,4702022Revenue 2023: $1,852,234Expenses 2023: $3,945,825Net Income 2023: -$2,093,5912023Revenue 2024: $6,897,011Expenses 2024: $4,880,842Net Income 2024: $2,016,1692024Revenue 2025: $5,027,739Expenses 2025: $4,633,477Net Income 2025: $394,2622025

Highlighted filing

2017

Revenue$5,071,725
Expenses$3,217,787
Net Income$1,853,938
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 2, 2018
Return Version
2016v3.0
Gross Receipts
$15,813,701
Mission and Program Overview

Mission

The mission of the truman state university foundation is to support the goals and activities of truman state university by obtaining financial support, nurturing viable relationships with external constituencies, and serving as prudent financial stewards of the foundation's resources.

The mission of the truman state university foundation is to advance the university through lasting relationships, strong private gift support and prudent stewardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,690,578$47,786,843▲ $6,096,265
Savings and Temporary Cash Investments$3,713,554$2,625,284▼ $1,088,270
Investments Program Related$591,851$556,457▼ $35,394
Prepaid Expenses and Deferred Charges$9,592$9,422▼ $170
Accounts Receivable$10,926$2,555▼ $8,371
Total Assets$46,155,257$51,136,522▲ $4,981,265
Other Assets Total$138,756$155,961▲ $17,205
Liabilities
Other Liabilities$603,299$545,442▼ $57,857
Accounts Payable and Accrued Expenses$44,145$60,581▲ $16,436
Total Liabilities$647,444$606,023▼ $41,421
Net Assets / Fund Balance
Permanently Rstr Net Assets$25,268,517$27,080,098▲ $1,811,581
Temporarily Rstr Net Assets$17,908,081$20,824,223▲ $2,916,142
Unrestricted Net Assets$2,331,215$2,626,178▲ $294,963
Total Net Assets Fund Balance$45,507,813$50,530,499▲ $5,022,686
Total Liabilities and Net Assets / Fund Balance$46,155,257$51,136,522▲ $4,981,265

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$40,810,311$1,237,310▲ $4,527,755-$45,883,712
2015$40,501,854$880,510▼ $468,187-$40,810,311
2014$38,628,629$1,206,971▲ $891,284-$40,501,854
2013$33,154,361$994,190▲ $4,752,350-$38,628,629
2012$28,237,445$995,541▲ $4,561,296-$33,154,361
Compensation and Service Providers

Employees

NameTitleOtherTotal
Judy MullinsTreasurer - Ex Officio$144,967$144,967

Board Members and Trustees

NameTitle
Mike McClaskeypresident
dr susan thomasuniversity president
John Thompsonvice president
ellen mclainalumni board representative
Ann WieslerBoard Member
Chad IttnerBoard Member
Cody SumterBoard Member
David NicholsBoard Member
Debra KerbyBoard Member
Floyd SimpsonBoard Member
Jackie HooverBoard Member
Jim CherringtonBoard Member
Jonathan BestBoard Member
Mike LabethBoard Member
Sarah BurkemperBoard Member
Susan HatcherBoard Member
Truman pattersonboARD MEMBER
brian krippnerbOARD MEMBER
cheryl cozettebOARD MEMBER
dannette rardonbOARD MEMBER
dawn tartaglionebOARD MEMBER
jennifer austinbOARD MEMBER
Warren WellsGeneral Counsel
stephanie foxstudent representative
Revenue and Support

Revenue Composition

Contributions and Grants
$3,417,809
Program Service Revenue
$26,223
Investment Income
$1,554,073
Other Revenue
$73,620
All Other Contributions
$3,417,809
Change in Net Assets
$1,853,938

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded15$78,880Market Value
Clothing and Household Goods-$26,955cost
Total Noncash Contributions15$105,835-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,071,725
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,168,748
Total Revenue per Audited Statements
$8,240,473
Total Revenue per Form 990
$5,071,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,415,687
Other Expenses$802,100
Total Fundraising Expense$166,690
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,332,925--$1,332,925
Grants to Domestic Individuals$1,082,762--$1,082,762
Travel$126,196$19,977$10,002$156,175
Fees for Service Investment Mgmnt Fees-$103,072-$103,072
Office Expenses$71,761-$23,953$95,714
Conferences and Meetings$60,121$3,967$28,157$92,245
Fees for Services Other$57,691--$57,691
Fees for Services Lobbying-$33,000-$33,000
Fees for Services Accounting-$19,000-$19,000
Information Technology-$14,308-$14,308
Insurance-$1,064$10,705$11,769
Other Expenses$24,982$10,188$8,819$10,188
Advertising--$1,327$1,327
Total Functional Expenses$2,823,948$227,149$166,690$3,217,787

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,217,787
Total Expenses per Audited Statements$3,217,787
Total Expenses per Form 990$3,217,787
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Truman State UniversityKirksville, MO501(c)(3)Support of higher education and athletics programs$1,332,925
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities and Trusts Payable$545,442
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 3

The foundation board of directors has delegated the responsibility of managing the day-to-day operations to employees of truman state university. Such responsibilities include communcations with donors, execution of the foundations' primary programs and all administrative functions.

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

The IRS FORM 990 IS COMPILED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY management of TRUMAN STATE University. THE RETURN IS PROVIDED TO The entire Foundation Board of Directors ELECTRONICALLY.

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

In 2008, the Truman State University Foundation Board passed a resolution requIring each board member to annually submit a conflict of Interest disclosure form. Board members are expected to exercise their duties and responsibilities In the Interest of the Foundation and not In the member's OWn personal financial Interest. Board members are required to disclose any possible personal, familial, or business relationship that reasonably could give rise to a conflict Involving the boarD.

Form 990, Part VI, Section B, line 15

Individuals providing management services to the foundation are employees of truman state university. Accordingly the university's policies and procedures are used in determining the compensation of the those individuals that serve as officers of the foundation. The foundation does not have any employees that would meet the definition of a key employee on line 15b.

Form 990, Part VI, Section C, line 19

Interested parties may request the governing documents, conflict of interest policy and financial statements by contacting the advancement office at truman state university.

Filing and Contact Details

Filer

Filer Name
Truman State University Foundation
EIN
43-1381504
Phone
6607854150
Address
105 MCCLAIN HALL 100 E NORMAL ST, KIRKSVILLE, MO 63501

Signing Officer

Name
Judy Mullins
Title
Treasurer
Phone
6607854150
Signed
2018-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Susan Thomas
Formed
1984
Legal Domicile
Mo
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
140

Preparer

Firm
RubinBrown LLP
Address
One North Brentwood, Saint Louis, MO 63105
Preparer
Brent W Stevens
Phone
3142903300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Change in value of annuities and trust obligations 2,061.

Financial Statement Notes

Part V, Line 4:

The endowed funds that are stewarded by the foundation represent gifts received from donors that have been invested, to which the earnings on the investments are to be utilized by the purposes stated by each donor. The majority of such donor endowments have been established to provide scholarships to truman state university students.

Part XI, Line 2D - Other Adjustments:

Change in value of annuities and trust obligations 2,061.

Raw XML AppendixShowing 400 of 741 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/BOYAmt044145
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt060581
IRS990/AccountsReceivableGrp/BOYAmt010926
IRS990/AccountsReceivableGrp/EOYAmt02555
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE TRUMAN STATE UNIVERSITY FOUNDATION IS TO ADVANCE THE UNIVERSITY THROUGH LASTING RELATIONSHIPS, STRONG PRIVATE GIFT SUPPORT AND PRUDENT STEWARDSHIP.
IRS990/AdvertisingGrp/FundraisingAmt01327
IRS990/AdvertisingGrp/TotalAmt01327
IRS990/AllOtherContributionsAmt03417809
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0JUDY MULLINS TRUMAN STATE UNIVERSI
IRS990/BooksInCareOfDetail/PhoneNum06607854150
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 MCCLAIN HALL
IRS990/BooksInCareOfDetail/USAddress/CityNm0KIRKSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063501
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt028157
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03967
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt060121
IRS990/ConferencesMeetingsGrp/TotalAmt092245
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03417809
IRS990/CYGrantsAndSimilarPaidAmt02415687
IRS990/CYInvestmentIncomeAmt01554073
IRS990/CYOtherExpensesAmt0802100
IRS990/CYOtherRevenueAmt073620
IRS990/CYProgramServiceRevenueAmt026223
IRS990/CYRevenuesLessExpensesAmt01853938
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03217787
IRS990/CYTotalFundraisingExpenseAmt0166690
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05071725
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0SCHOLARSHIP PROGRAMS: SCHOLARSHIPS ARE PROVIDED FOR TRUMAN STATEUNIVERSITY STUDENTS IN ACCORDANCE WITH CRITERIA ESTABLISHED BYDONORS FOR THE VARIOUS SCHOLARSHIP FUNDS. FOR FISCAL YEAR 2016/2017,THE FOUNDATION GRANTED SCHOLARSHIPS TO 714 STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01082762
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019000
IRS990/FeesForServicesAccountingGrp/TotalAmt019000
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt033000
IRS990/FeesForServicesLobbyingGrp/TotalAmt033000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt057691
IRS990/FeesForServicesOtherGrp/TotalAmt057691
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0103072
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0103072
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt222.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt234.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt242.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1849248
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2334305
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2435812
IRS990/Form990PartVIISectionAGrp/PersonNm0Ann Wiesler
IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN BEST
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN HATCHER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE LABETH
IRS990/Form990PartVIISectionAGrp/PersonNm5CHAD ITTNER
IRS990/Form990PartVIISectionAGrp/PersonNm6FLOYD SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm7Jim Cherrington
IRS990/Form990PartVIISectionAGrp/PersonNm8John Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm9CODY SUMTER
IRS990/Form990PartVIISectionAGrp/PersonNm10Mike McClaskey
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH BURKEMPER
IRS990/Form990PartVIISectionAGrp/PersonNm12JACKIE HOOVER
IRS990/Form990PartVIISectionAGrp/PersonNm13DEBRA KERBY
IRS990/Form990PartVIISectionAGrp/PersonNm14stephanie fox
IRS990/Form990PartVIISectionAGrp/PersonNm15jennifer austin
IRS990/Form990PartVIISectionAGrp/PersonNm16brian krippner
IRS990/Form990PartVIISectionAGrp/PersonNm17dawn tartaglione
IRS990/Form990PartVIISectionAGrp/PersonNm18dr susan thomas
IRS990/Form990PartVIISectionAGrp/PersonNm19Truman patterson
IRS990/Form990PartVIISectionAGrp/PersonNm20dannette rardon
IRS990/Form990PartVIISectionAGrp/PersonNm21cheryl cozette
IRS990/Form990PartVIISectionAGrp/PersonNm22ellen mclain
IRS990/Form990PartVIISectionAGrp/PersonNm23JUDY MULLINS
IRS990/Form990PartVIISectionAGrp/PersonNm24WARREN WELLS
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13184267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18190195
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23110662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24128701
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10president
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14student representative
IRS990/Form990PartVIISectionAGrp/TitleTxt15bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18university president
IRS990/Form990PartVIISectionAGrp/TitleTxt19boARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21bOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22alumni board representative
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER - EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt24GENERAL COUNSEL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0513779
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt01082762
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01082762
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01082762
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01332925
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01332925
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011255755
IRS990/GrossReceiptsAmt015813701
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014308
IRS990/InformationTechnologyGrp/TotalAmt014308
IRS990/InsuranceGrp/FundraisingAmt010705
IRS990/InsuranceGrp/ManagementAndGeneralAmt01064
IRS990/InsuranceGrp/TotalAmt011769
IRS990/InvestmentIncomeGrp/ExclusionAmt01040294
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01040294
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0591851
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0556457
IRS990/InvestmentsPubTradedSecGrp/BOYAmt041690578
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047786843
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010741976
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE TRUMAN STATE UNIVERSITY FOUNDATION IS TO SUPPORT THE GOALS AND ACTIVITIES OF TRUMAN STATE UNIVERSITY BY OBTAINING FINANCIAL SUPPORT, NURTURING VIABLE RELATIONSHIPS WITH EXTERNAL CONSTITUENCIES, AND SERVING AS PRUDENT FINANCIAL STEWARDS OF THE FOUNDATION'S RESOURCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt045507813
IRS990/NetAssetsOrFundBalancesEOYAmt050530499
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0513779
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0513779
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03166687
IRS990/NoncashContributionsAmt0105835
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt023953
IRS990/OfficeExpensesGrp/ProgramServicesAmt071761
IRS990/OfficeExpensesGrp/TotalAmt095714
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0138756
IRS990/OtherAssetsTotalGrp/EOYAmt0155961
IRS990/OtherChangesInNetAssetsAmt02061
IRS990/OtherExpensesGrp/Desc0AWARDS, PRIZES, AND GIV
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2misCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt068667
IRS990/OtherExpensesGrp/FundraisingAmt115060
IRS990/OtherExpensesGrp/FundraisingAmt28819
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05790
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113473
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310188
IRS990/OtherExpensesGrp/ProgramServicesAmt041343
IRS990/OtherExpensesGrp/ProgramServicesAmt126167
IRS990/OtherExpensesGrp/ProgramServicesAmt224982
IRS990/OtherExpensesGrp/TotalAmt0115800
IRS990/OtherExpensesGrp/TotalAmt154700
IRS990/OtherExpensesGrp/TotalAmt237111
IRS990/OtherExpensesGrp/TotalAmt310188
IRS990/OtherLiabilitiesGrp/BOYAmt0603299
IRS990/OtherLiabilitiesGrp/EOYAmt0545442
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN VALUE OF LIFE INSURANCE
IRS990/OtherRevenueMiscGrp/ExclusionAmt031620
IRS990/OtherRevenueMiscGrp/ExclusionAmt118331
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118331
IRS990/OtherRevenueTotalAmt049951
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt025268517
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt027080098
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09592
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09422
IRS990/PrincipalOfficerNm0DR SUSAN THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT LOAN INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026223
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026223
IRS990/ProgSrvcAccomActy2Grp/Desc0ATHLETIC AND SPORTS PROGRAMS: FUNDS ARE DONATED TO THE FOUNDATIONIN SUPPORT OF THE ATHLETIC PROGRAMS AT TRUMAN STATE UNIVERSITY.THE FOUNDATION AND UNIVERSITY SUPPORT 20 SPORTS PROGRAMS AND OVER400 STUDENT ATHLETES. THE SUPPORT FROM THE FOUNDATION IS USED FORSUCH AREAS AS TEAM TRAVEL TO SPORTING EVENTS AND OTHER DIRECTEXPENSES OF THE SPORTS PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0879232
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0854151
IRS990/ProgSrvcAccomActy3Grp/Desc0HIGHER EDUCATION: FUNDS ARE DONATED TO THE FOUNDATION IN SUPPORTOF ACADEMIC AREAS AND INITIATIVES AT TRUMAN STATE UNIVERSITY,WHICH INCLUDES EXPENDITURES FOR OPERATING EXPENSES OF THE VARIOUSACADEMIC UNITS, INSTITUTIONAL CAPITAL PROJECTS, ACADEMIC LEARNINGEVENTS, AND SUPPLEMENTING OF THE BUDGETS FOR THE VARIOUSDEPARTMENTS PROVIDED BY THE UNIVERSITY. THE FOUNDATION ALSOOPERATES A STUDENT LOAN FUND WHICH MAKES LOANS ONLY TO TRUMANSTATE UNIVERSITY STUDENTS TO ASSIST THEM WITH THE COST OFATTENDANCE AT THE UNIVERSITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0861954
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0478774
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt026223
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03400056
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01489160
IRS990/PYInvestmentIncomeAmt0965422
IRS990/PYOtherExpensesAmt0945301
IRS990/PYOtherRevenueAmt036166
IRS990/PYProgramServiceRevenueAmt028042
IRS990/PYRevenuesLessExpensesAmt01995225
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02434461
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04429686
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01853938
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$85.7$0.61$85.1$5.03$4.63$0.39
2024Detailed filing. Detailed filing data is available for this year.$78.9$0.59$78.3$6.90$4.88$2.02
2023Detailed filing. Detailed filing data is available for this year.$72.0$0.63$71.4$1.85$3.95$2.09
2022Detailed filing. Detailed filing data is available for this year.$68.0$0.63$67.3$10.8$3.08$7.73
2021Detailed filing. Detailed filing data is available for this year.$76.9$0.68$76.3$10.0$2.49$7.53
2020Detailed filing. Detailed filing data is available for this year.$60.9$0.58$60.3$10.2$3.98$6.18
2019Detailed filing. Detailed filing data is available for this year.$58.9$0.63$58.2$7.67$3.75$3.91
2018Detailed filing. Detailed filing data is available for this year.$55.5$0.71$54.8$5.65$2.90$2.74
2017Detailed filing. Detailed filing data is available for this year.$51.1$0.61$50.5$5.07$3.22$1.85
2016Detailed filing. Detailed filing data is available for this year.$46.2$0.65$45.5$4.43$2.43$2.00
2015Detailed filing. Detailed filing data is available for this year.$44.9$0.63$44.2$4.77$2.19$2.57
2014Detailed filing. Detailed filing data is available for this year.$43.4$0.65$42.8$3.40$2.14$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.8$0.60$37.2$1.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$0.62$32.9$1.77
2011Summary only. Only limited summary data is available for this year.$31.5$0.63$30.9$4.96$1.44$3.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.57$23.6$1.68