Civic Intelligence

Truman State University Foundation

990 • Fiscal year 2023 • EIN 43-1381504

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 22, 2024

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.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.34x

Higher debt load relative to revenue than 47% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

3rd percentile

-113%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$402,182

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

49th percentile

6.0%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$72,042,524

Up $4,090,773 (+6.0%) from 2022

Net Assets

Up

$71,411,640

Up $4,086,265 (+6.1%) from 2022

Liabilities

Up

$630,884

Up $4,508 (+0.7%) from 2022

Revenue

Down

$1,852,234

Down $8,962,244 (-83%) from 2022

Expenses

Up

$3,945,825

Up $863,817 (+28%) from 2022

Net Income

Down

-$2,093,591

Down $9,826,061 (-127%) from 2022

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

2023

Assets$72,042,524
Liabilities$630,884
Net Assets$71,411,640

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

2023

Revenue$1,852,234
Expenses$3,945,825
Net Income-$2,093,591
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 22, 2024
Return Version
2022v5.0
Gross Receipts
$28,093,672
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$60,643,402$64,092,129▲ $3,448,727
Savings and Temporary Cash Investments$6,517,832$6,772,988▲ $255,156
Investments Program Related$491,608$369,297▼ $122,311
Prepaid Expenses and Deferred Charges$78,791$72,906▼ $5,885
Total Assets$67,951,751$72,042,524▲ $4,090,773
Other Assets Total$220,118$735,204▲ $515,086
Liabilities
Other Liabilities$502,552$455,510▼ $47,042
Accounts Payable and Accrued Expenses$123,824$175,374▲ $51,550
Total Liabilities$626,376$630,884▲ $4,508
Net Assets / Fund Balance
Net Assets With Donor Restrictions$63,047,328$66,772,264▲ $3,724,936
Net Assets Without Donor Restrictions$4,278,047$4,639,376▲ $361,329
Total Net Assets Fund Balance$67,325,375$71,411,640▲ $4,086,265
Total Liabilities and Net Assets / Fund Balance$67,951,751$72,042,524▲ $4,090,773

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$58,743,168$284,700▲ $4,336,162-$62,112,973
2021$67,916,997$569,070▼ $9,050,840-$58,743,168
2020$51,344,254$1,120,911▲ $16,471,305-$67,916,997
2019$50,551,277$1,591,765▲ $980,084-$51,344,254
2018$49,122,084$380,090▲ $3,419,440-$50,551,277
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Dr Timothy WalstonBoard Member-$142,198$142,198
Michael GarzanelliTreasurer Ex OfficioPT$132,619$132,619

Board Members and Trustees

NameTitle
Dawn TartaglioneImmediate Past President
Calaneet BalasPresident
Dr Susan ThomasUniversity President
Paul GarnettVice President
Amanda GioiaBoard Member
David ClitheroBoard Member
David WoodsBoard Member
Dmitri IvanovBoard Member
Jason TurkBoard Member
Jessica HillBoard Member
Lauren GramlichBoard Member
Nancy GingrichBoard Member
Robert StilleyBoard Member
Ryan BrennanBoard Member
Ryan ShreveBoard Member
Sarah BurkemperBoard Member
Tony MarekBoard Member
Jamie MatthewsAlumni Representative
Amy ClendennenGeneral Counsel Ex Officio
Dr Ernie HughesSecretary Ex Officio
Shikha BhattraiStudent Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$2,619,314
Program Service Revenue
$21,079
Investment Income
$-866,865
Other Revenue
$78,706
All Other Contributions
$2,619,314
Change in Net Assets
$-2,093,591

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3,889$227,150Market Value
Real Estate Residential1$47,000Appraised Fair Market Value (FMV)
Other Non Cash Contri Table1$7,000Appraised Value
Other Non Cash Contri Table1$1,082Cost
Other Non Cash Contri Table4$178Fair Market Value (FMV)
Total Noncash Contributions3,896$282,410-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,852,234
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,179,856
Total Revenue per Audited Statements
$8,032,090
Total Revenue per Form 990
$1,852,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,445,173
Other Expenses$1,500,652
Total Fundraising Expense$269,771
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,446,521--$1,446,521
Grants to Domestic Orgs$998,652--$998,652
Fees for Service Investment Mgmnt Fees-$289,277-$289,277
Office Expenses$208,315$34,168$11,204$253,687
Travel$142,423$52,788$10,216$205,427
Fees for Services Other$161,731$4,093$22,865$188,689
Fees for Services Lobbying$109,000--$109,000
Advertising-$17,320$84,663$101,983
Information Technology$37,696$13,125$24,523$75,344
All Other Expenses$260$18,875$23,075$42,210
Fees for Services Accounting-$37,050-$37,050
Insurance$576$10,163$8,662$19,401
Other Expenses$5,909$3,603$12,801$18,710
Conferences and Meetings-$12,390-$12,390
Payment Travel Entrtnmnt Publicly Ofcl--$92$92
Total Functional Expenses$3,174,402$501,652$269,771$3,945,825

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,945,825
Total Expenses per Audited Statements$3,945,825
Total Expenses per Form 990$3,945,825
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$998,652
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$455,510
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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
2024-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Susan Thomas
Formed
1984
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
16
Employees
0
Volunteers
135

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, 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 -28,682.

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 -28,682.

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IRS990/Form990PartVIISectionAGrp/PersonNm13JESSICA HILL
IRS990/Form990PartVIISectionAGrp/PersonNm14DMITRI IVANOV
IRS990/Form990PartVIISectionAGrp/PersonNm15TONY MAREK
IRS990/Form990PartVIISectionAGrp/PersonNm16RYAN SHREVE
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT STILLEY
IRS990/Form990PartVIISectionAGrp/PersonNm18JASON TURK
IRS990/Form990PartVIISectionAGrp/PersonNm19DAVID WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm20DR ERNIE HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm21AMY CLENDENNEN
IRS990/Form990PartVIISectionAGrp/PersonNm22MICHAEL GARZANELLI
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2317186
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3124275
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20153152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21153054
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22100223
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNIVERSITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5STUDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALUMNI REPRESENTATIVE
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/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt21GENERAL COUNSEL EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER EX OFFICIO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt032000
IRS990/GainOrLossGrp/SecuritiesAmt0-1602248
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt01446521
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01446521
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01446521
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0998652
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0998652
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt079000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024592190
IRS990/GrossReceiptsAmt028093672
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt024523
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013125
IRS990/InformationTechnologyGrp/ProgramServicesAmt037696
IRS990/InformationTechnologyGrp/TotalAmt075344
IRS990/InsuranceGrp/FundraisingAmt08662
IRS990/InsuranceGrp/ManagementAndGeneralAmt010163
IRS990/InsuranceGrp/ProgramServicesAmt0576
IRS990/InsuranceGrp/TotalAmt019401
IRS990/InvestmentIncomeGrp/ExclusionAmt0703383
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0703383
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0491608
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0369297
IRS990/InvestmentsPubTradedSecGrp/BOYAmt060643402
IRS990/InvestmentsPubTradedSecGrp/EOYAmt064092129
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt047000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026194438
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt078706
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt078706
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/NetAssetsOrFundBalancesBOYAmt067325375
IRS990/NetAssetsOrFundBalancesEOYAmt071411640
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1565849
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1570248
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-4399
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06208538
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04278047
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04639376
IRS990/NoncashContributionsAmt0282410
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt011204
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034168
IRS990/OfficeExpensesGrp/ProgramServicesAmt0208315
IRS990/OfficeExpensesGrp/TotalAmt0253687
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0220118
IRS990/OtherAssetsTotalGrp/EOYAmt0735204
IRS990/OtherChangesInNetAssetsAmt0-28682
IRS990/OtherExpensesGrp/Desc0MEALS AND BANQUETS
IRS990/OtherExpensesGrp/Desc1AWARDS AND PRIZES
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt035506
IRS990/OtherExpensesGrp/FundraisingAmt136164
IRS990/OtherExpensesGrp/FundraisingAmt212801
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13603
IRS990/OtherExpensesGrp/ProgramServicesAmt029985
IRS990/OtherExpensesGrp/ProgramServicesAmt133334
IRS990/OtherExpensesGrp/ProgramServicesAmt25909
IRS990/OtherExpensesGrp/TotalAmt074291
IRS990/OtherExpensesGrp/TotalAmt173101
IRS990/OtherExpensesGrp/TotalAmt218710
IRS990/OtherLiabilitiesGrp/BOYAmt0502552
IRS990/OtherLiabilitiesGrp/EOYAmt0455510
IRS990/OtherRevenueTotalAmt078706
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078791
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072906
IRS990/PrincipalOfficerNm0DR SUSAN THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT LOAN INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021079
IRS990/ProgSrvcAccomActy2Grp/Desc0HIGHER EDUCATION: FUNDS ARE DONATED TO THE FOUNDATION IN SUPPORT OF ACADEMIC AREAS AND INITIATIVES AT TRUMAN STATE UNIVERSITY, WHICH INCLUDES EXPENDITURES FOR OPERATING EXPENSES OF THE VARIOUS ACADEMIC UNITS, INSTITUTIONAL CAPITAL PROJECTS, ACADEMIC LEARNING EVENTS, AND SUPPLEMENTING OF THE BUDGETS FOR THE VARIOUS DEPARTMENTS PROVIDED BY THE UNIVERSITY. THE FOUNDATION ALSO OPERATES A STUDENT LOAN FUND WHICH MAKES LOANS ONLY TO TRUMAN STATE UNIVERSITY STUDENTS TO ASSIST THEM WITH THE COST OF ATTENDANCE AT THE UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01446189
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0892040
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021079
IRS990/ProgSrvcAccomActy3Grp/Desc0ATHLETIC AND SPORTS PROGRAMS: FUNDS ARE DONATED TO THE FOUNDATION IN SUPPORT OF THE ATHLETIC PROGRAMS AT TRUMAN STATE UNIVERSITY. THE FOUNDATION AND UNIVERSITY SUPPORT 18 SPORTS PROGRAMS AND APPROXIMATELY 373 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/ProgSrvcAccomActy3Grp/ExpenseAmt0281692
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0106612
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02701927
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01887249
IRS990/PYInvestmentIncomeAmt08021821
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt092
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt092
IRS990/PYOtherExpensesAmt01194759
IRS990/PYOtherRevenueAmt067849
IRS990/PYProgramServiceRevenueAmt022881
IRS990/PYRevenuesLessExpensesAmt07732470
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03082008
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010814478
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2093591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06517832
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06772988

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