Civic Intelligence

Truman State University Foundation

990 • Fiscal year 2019 • EIN 43-1381504

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 10, 2020

100 E Normal St 105 Mcclain HallKirksville, 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.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.08x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$322,292

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

36%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$58,865,509

Up $3,402,496 (+6.1%) from 2018

Net Assets

Up

$58,239,838

Up $3,482,955 (+6.4%) from 2018

Liabilities

Down

$625,671

Down $80,459 (-11%) from 2018

Revenue

Up

$7,668,230

Up $2,020,815 (+36%) from 2018

Expenses

Up

$3,754,047

Up $849,379 (+29%) from 2018

Net Income

Up

$3,914,183

Up $1,171,436 (+43%) from 2018

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

2019

Assets$58,865,509
Liabilities$625,671
Net Assets$58,239,838

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

2019

Revenue$7,668,230
Expenses$3,754,047
Net Income$3,914,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 10, 2020
Return Version
2018v3.2
Gross Receipts
$26,443,342
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$51,144,164$52,578,382▲ $1,434,218
Savings and Temporary Cash Investments$3,543,474$5,270,506▲ $1,727,032
Investments Program Related$601,461$796,702▲ $195,241
Prepaid Expenses and Deferred Charges$5,885$24,755▲ $18,870
Accounts Receivable$555$2,445▲ $1,890
Total Assets$55,463,013$58,865,509▲ $3,402,496
Other Assets Total$167,474$192,719▲ $25,245
Liabilities
Other Liabilities$611,518$544,617▼ $66,901
Accounts Payable and Accrued Expenses$94,612$81,054▼ $13,558
Total Liabilities$706,130$625,671▼ $80,459
Net Assets / Fund Balance
Permanently Rstr Net Assets$28,636,004$29,619,136▲ $983,132
Temporarily Rstr Net Assets$23,197,154$25,485,970▲ $2,288,816
Unrestricted Net Assets$2,923,725$3,134,732▲ $211,007
Total Net Assets Fund Balance$54,756,883$58,239,838▲ $3,482,955
Total Liabilities and Net Assets / Fund Balance$55,463,013$58,865,509▲ $3,402,496

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$49,122,084$380,090▲ $3,419,440-$50,551,277
2017$45,883,712$1,385,722▲ $3,408,086-$49,122,084
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
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mike GarzanelliTreasurer Ex Officio$88,953$88,953

Board Members and Trustees

NameTitle
John ThompsonPresident
Dr Susan ThomasUniversity President
Dawn TartaglioneVice President
Ann WieslerBoard Member
Brian KrippnerBoard Member
Chad IttnerBoard Member
Cheryl CozetteBoard Member
Cody SumterBoard Member
Dr Debra KerbyBoard Member
Floyd SimpsonBoard Member
Jennifer AustinBoard Member
Jennifer Kopp DameronBoard Member
Jim CherringtonBoard Member
Jonathan BestBoard Member
Laura CrandallBoard Member
Matthew PotterBoard Member
Peggy SchoenBoard Member
Ryan ShreveBoard Member
Susan HatcherBoard Member
Truman PattersonBoard Member
Keith EppersonAlumni Representative
Warren WellsGeneral Counsel
Jered BeckStudent Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$3,467,224
Program Service Revenue
$37,094
Investment Income
$4,074,667
Other Revenue
$89,245
All Other Contributions
$3,467,224
Change in Net Assets
$3,914,183

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 Traded18$100,126Market Value
Works of Art22$11,015Market Value
Other Non Cash Contri Table4$552Cost
Other Non Cash Contri Table1$550Cost
Total Noncash Contributions45$112,243-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,668,230
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-431,228
Total Revenue per Audited Statements
$7,237,002
Total Revenue per Form 990
$7,668,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,737,876
Other Expenses$1,016,171
Total Fundraising Expense$204,940
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,404,096--$1,404,096
Grants to Domestic Orgs$1,333,780--$1,333,780
Fees for Services Other$220,331$861$11,280$232,472
Travel$148,481$11,745$42,619$202,845
Fees for Service Investment Mgmnt Fees-$119,387-$119,387
Office Expenses$105,435$12,210$1,720$119,365
Advertising-$97$65,810$65,907
Fees for Services Accounting-$38,138-$38,138
Fees for Services Lobbying-$37,500-$37,500
Information Technology$10,985$12,244$4,858$28,087
Insurance-$9,837$6,516$16,353
Conferences and Meetings-$5,200$6,795$11,995
Other Expenses$905$650$4,316$5,871
Total Functional Expenses$3,300,946$248,161$204,940$3,754,047

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,754,047
Total Expenses per Audited Statements$3,754,047
Total Expenses per Form 990$3,754,047
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Truman State UniversityKirksville, MO170(b)(1)(a)(v)Support of Higher Education and Athletics Programs$1,333,780
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$544,617
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 communications with donors, execution of the foundation's 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 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
100 E NORMAL ST 105 MCCLAIN HALL, KIRKSVILLE, MO 63501

Signing Officer

Name
Dr Susan Thomas
Title
University President
Phone
6607854150
Signed
2020-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Susan Thomas
Formed
1984
Legal Domicile
Mo
Voting Board Members
20
Independent Board Members
18
Employees
0
Volunteers
140

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
Kimberly a Ryan
Phone
3142903300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of annuities and trust obligations -14,996.

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 -14,996.

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IRS990/Form990PartVIISectionAGrp/PersonNm17CODY SUMTER
IRS990/Form990PartVIISectionAGrp/PersonNm18DR SUSAN THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm19ANN WIESLER
IRS990/Form990PartVIISectionAGrp/PersonNm20KEITH EPPERSON
IRS990/Form990PartVIISectionAGrp/PersonNm21JERED BECK
IRS990/Form990PartVIISectionAGrp/PersonNm22MIKE GARZANELLI
IRS990/Form990PartVIISectionAGrp/PersonNm23WARREN 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/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/ReportableCompFromRltdOrgAmt9154677
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/ReportableCompFromRltdOrgAmt18257948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2268126
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23132353
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18UNIVERSITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20ALUMNI REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt23GENERAL COUNSEL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02662492
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt01404096
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01404096
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01404096
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01333780
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01333780
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt021437604
IRS990/GrossReceiptsAmt026443342
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04858
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012244
IRS990/InformationTechnologyGrp/ProgramServicesAmt010985
IRS990/InformationTechnologyGrp/TotalAmt028087
IRS990/InsuranceGrp/FundraisingAmt06516
IRS990/InsuranceGrp/ManagementAndGeneralAmt09837
IRS990/InsuranceGrp/TotalAmt016353
IRS990/InvestmentIncomeGrp/ExclusionAmt01412175
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01412175
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0601461
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0796702
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051144164
IRS990/InvestmentsPubTradedSecGrp/EOYAmt052578382
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018775112
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/NetAssetsOrFundBalancesBOYAmt054756883
IRS990/NetAssetsOrFundBalancesEOYAmt058239838
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02662492
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02662492
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-416232
IRS990/NoncashContributionsAmt0112243
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01720
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012210
IRS990/OfficeExpensesGrp/ProgramServicesAmt0105435
IRS990/OfficeExpensesGrp/TotalAmt0119365
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0167474
IRS990/OtherAssetsTotalGrp/EOYAmt0192719
IRS990/OtherChangesInNetAssetsAmt0-14996
IRS990/OtherExpensesGrp/Desc0AWARDS, PRIZES, AND GIV
IRS990/OtherExpensesGrp/Desc1MEALS/BANQUETS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt031357
IRS990/OtherExpensesGrp/FundraisingAmt129669
IRS990/OtherExpensesGrp/FundraisingAmt24316
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2650
IRS990/OtherExpensesGrp/ProgramServicesAmt043717
IRS990/OtherExpensesGrp/ProgramServicesAmt133216
IRS990/OtherExpensesGrp/ProgramServicesAmt2905
IRS990/OtherExpensesGrp/TotalAmt075074
IRS990/OtherExpensesGrp/TotalAmt163177
IRS990/OtherExpensesGrp/TotalAmt25871
IRS990/OtherLiabilitiesGrp/BOYAmt0611518
IRS990/OtherLiabilitiesGrp/EOYAmt0544617
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN VALUE OF LIFE INSURANCE
IRS990/OtherRevenueMiscGrp/ExclusionAmt052264
IRS990/OtherRevenueMiscGrp/ExclusionAmt113348
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052264
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt113348
IRS990/OtherRevenueTotalAmt065612
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt028636004
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt029619136
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05885
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024755
IRS990/PrincipalOfficerNm0DR SUSAN THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT LOAN INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037094
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037094
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 18 SPORTS PROGRAMS AND APPROXIMATELY 400 STUDENT ATHLETES. THE SUPPORT FROM THE FOUNDATION IS USED FOR SUCH AREAS AS TEAM TRAVEL TO SPORTING EVENTS AND OTHER DIRECT EXPENSES OF THE SPORTS PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0325925
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0182700
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
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/ExpenseAmt01570925
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01151080
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt037094
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03519583
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01902825
IRS990/PYInvestmentIncomeAmt02022173
IRS990/PYOtherExpensesAmt0997174
IRS990/PYOtherRevenueAmt077989
IRS990/PYProgramServiceRevenueAmt027670
IRS990/PYRevenuesLessExpensesAmt02742747
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02904668
IRS990/PYTotalProfFndrsngExpnsAmt04669
IRS990/PYTotalRevenueAmt05647415
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03914183
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01

Document Assets

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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