Civic Intelligence

Marymount Education Foundation

EIN 88-4077281 • 501(c)3 • Rolling Hills Estates, CA

Profile

Marymount education foundation will fund educational grants, scholarships, and programs in order to provide opportunities for individuals who are beyond the compulsary school attendance age to acquire a higher level of knowledge, skills, and specialization in their chosen areas of interest within a formal school setting, including, but not limited to, universities and other degree granting institutions.

35 Peninsula CenterRolling Hills Estates, CA 90274

www.marymountedfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.09x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.10x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2022

Asset Growth

100th percentile

5117%

Faster asset growth than 100% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

3400%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$53,959,055

Up $52,924,799 (+5117%) from 2023

Liabilities

Up

$4,777,598

Up $4,774,251 (+142643%) from 2023

Net Assets

Up

$49,181,457

Up $48,150,548 (+4671%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin99th percentile

Revenue

Up

$48,319,648

Up $46,939,004 (+3400%) from 2023

Expenses

Up

$599,887

Up $133,280 (+29%) from 2023

Net Income

Up

$47,719,761

Up $46,805,724 (+5121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2022: $128,211Liabilities 2022: $11,339Net Assets 2022: $116,8722022Assets 2023: $1,034,256Liabilities 2023: $3,347Net Assets 2023: $1,030,9092023Assets 2024: $53,959,055Liabilities 2024: $4,777,598Net Assets 2024: $49,181,4572024

Highlighted filing

2024

Assets$53,959,055
Liabilities$4,777,598
Net Assets$49,181,457
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0Revenue 2022: $150,004Expenses 2022: $33,132Net Income 2022: $116,8722022Revenue 2023: $1,380,644Expenses 2023: $466,607Net Income 2023: $914,0372023Revenue 2024: $48,319,648Expenses 2024: $599,887Net Income 2024: $47,719,7612024

Highlighted filing

2024

Revenue$48,319,648
Expenses$599,887
Net Income$47,719,761
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,959,055
Liabilities
$4,777,598
Net assets
$49,181,457
Revenue
$48,319,648
Expenses
$599,887
Net income
$47,719,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.0$4.78$49.2$48.3$0.60$47.7
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.38$0.47$0.91
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.15$0.03$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$48,319,648
Mission and Program Overview

Mission

Marymount education foundation funds educational grants, scholarships, and programs in order to provide opportunities for individuals who are beyond the compulsory school attendance age to acquire a higher level of knowledge, skills, and specialization in their chosen areas of interest within a formal school setting, including, but not limited to, universities and other degree granting institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$36,839,346-
Savings and Temporary Cash Investments$994,560$7,482,353▲ $6,487,793
Cash and Non-Interest-Bearing Accounts$6,036$5,017,711▲ $5,011,675
Investments Other Securities-$4,230,221-
Prepaid Expenses and Deferred Charges$33,660$389,424▲ $355,764
Total Assets$1,034,256$53,959,055▲ $52,924,799
Liabilities
Other Liabilities$0$4,774,071▲ $4,774,071
Accounts Payable and Accrued Expenses$3,347$3,527▲ $180
Total Liabilities$3,347$4,777,598▲ $4,774,251
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$848,007$49,154,498▲ $48,306,491
Net Assets With Donor Restrictions$182,902$26,959▼ $155,943
Total Net Assets Fund Balance$1,030,909$49,181,457▲ $48,150,548
Total Liabilities and Net Assets / Fund Balance$1,034,256$53,959,055▲ $52,924,799

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$429,126--
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robyn JonesExecutive DirectorFT$165,000$24,000$189,000

Board Members and Trustees

NameTitle
Rick EdlerChairman/president
Ariane SchauerVice President/secretary
Antoine-marie BaurierTrustee
Caroline SayersTrustee
Dave TomblinTrustee
Mark VillanoTrustee
Ryan AlcantaraTrustee
Sue SoldoffTrustee
Brian MarcotteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,969,595
Program Service Revenue
$0
Investment Income
$2,350,053
Other Revenue
$0
Change in Net Assets
$47,719,761

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,267,039
Revenue Not Reported on Financial Statements
$52,609
Revenue Not Reported on Form 990
$430,787
Total Revenue per Audited Statements
$48,697,826
Total Revenue per Form 990
$48,319,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,506
Salaries, Compensation, and Employee Benefits$202,438
Grants and Similar Amounts Paid$155,943
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$94,500$94,500-$189,000
Grants to Domestic Orgs$155,943--$155,943
Fees for Services Accounting-$58,585-$58,585
Fees for Services Other$53,294$1,493-$54,787
Fees for Service Investment Mgmnt Fees-$52,609-$52,609
Insurance-$34,049-$34,049
Occupancy$14,700$16,050-$30,750
Payroll Taxes$6,719$6,719-$13,438
Information Technology$2,149$3,650-$5,799
Fees for Services Legal-$1,614-$1,614
Office Expenses-$1,371-$1,371
Other Expenses-$190-$190
Total Functional Expenses$327,305$272,582$0$599,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$599,887
Expenses per Audited Statements$547,278
Total Expenses per Audited Statements$547,278
Expenses Not Reported on Financial Statements$52,609
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MOUNT SAINT MARY'S UNIVERSITYLos Angeles, CA501(c)(3)Student Scholarships$131,338
St Marys College of CaliforniaMoraga, CA501(c)(3)Student Scholarships$24,605

International Summary

Offices
0
Employees
0
Spending
$1,110,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$1,110,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve Fund Liabilities$4,774,071
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The audit committee reviews the form 990, then provides to the full board before it is filed.”

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

“All board of trustee members are required to sign a statement acknowledging they understand the conflict of interest policy and the board of trustee members are required to disclose any such conflicts.”

Form 990, Part VI, Section B, Line 15A

“The organization's board of trustees periodically reviews the executive director's compensation package in its determination of compensation. The board reviews data from other similar-sized private non-profit foundations as well as other data sources.”

Form 990, Part VI, Section C, Line 19

“Requests will be reviewed and provided upon approval.”

Filing and Contact Details

Filer

Filer Name
Marymount Education Foundation
EIN
88-4077281
Phone
3108530762
Address
35 PENINSULA CENTER, ROLLING HILLS ESTATES, CA 90274

Signing Officer

Name
Brian Marcotte
Title
Treasurer
Phone
3108530762
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robyn Jones
Formed
2022
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
9

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Eleanor a Livingston CPA Mst
Phone
9498529433
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has received tax-exempt status from the internal revenue service and california franchise tax board under section 501(c)(3) of the internal revenue code and section 23701(d) of the revenue and taxation code, respectively. The foundation recognizes the financial statement benefit of tax positions, such as its filing status as tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal purposes is three years and for california purposes is four years.”

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IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1GIFTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01752
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1190
IRS990/OtherExpensesGrp/TotalAmt01752
IRS990/OtherExpensesGrp/TotalAmt1190
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt04774071
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06719
IRS990/PayrollTaxesGrp/ProgramServicesAmt06719
IRS990/PayrollTaxesGrp/TotalAmt013438
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033660
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0389424
IRS990/PrincipalOfficerNm0ROBYN JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL GRANTS: MEF WILL SUPPORT EDUCATIONAL INITIATIVES THAT PROMOTE ACCESS, DEGREE ATTAINMENT, AND A COMMUNITY OF LEARNERS. THIS PROGRAM IS NOT YET DEFINED AND IS NOT YET ACTIVE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01380510
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0154135
IRS990/PYInvestmentIncomeAmt0134
IRS990/PYOtherExpensesAmt0110554
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0914037
IRS990/PYSalariesCompEmpBnftPaidAmt0201918
IRS990/PYTotalExpensesAmt0466607
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01380644
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt047719761
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt045969595
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0994560
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07482353
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045969595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01380510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt047500105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02350053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02350191
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt047500105
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045969595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01380510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt047500105
IRS990ScheduleA/TotalSupportAmt049850296
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt052609
IRS990ScheduleD/ExpensesSubtotalAmt0547278
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt052609
IRS990ScheduleD/InvestmentExpensesNotIncldAmt052609
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0430787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04774071
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVE FUND LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03801095
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1429126
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0430787
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt052609
IRS990ScheduleD/RevenueSubtotalAmt048267039
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04230221
IRS990ScheduleD/TotalExpensesPerForm990Amt0599887
IRS990ScheduleD/TotalLiabilityAmt04774071
IRS990ScheduleD/TotalRevenuePerForm990Amt048319648
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt048697826
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0547278
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt01110000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt01110000
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt01110000
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0131338
IRS990ScheduleI/RecipientTable/CashGrantAmt124605
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOUNT SAINT MARY'S UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST MARYS COLLEGE OF CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientEIN0951641455
IRS990ScheduleI/RecipientTable/RecipientEIN1941156599
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012001 CHALON RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11928 SAINT MARYS RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MORAGA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090049
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194575
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COMPLETE ACCOUNTING DETAILS AND COPIES OF ITEMIZED STUDENT ACCOUNT RECORDS PROVIDED BY THE UNIVERSITY ARE KEPT IN THE ORGANIZATION'S SHAREPOINT SITE, ACCESSIBLE TO ALL BOARD MEMBERS. AT THE BEGINNING OF EACH SEMESTER, AFTER THE ADD/DROP PERIOD, THE UNIVERSITY OFFICE OF STUDENT ACCOUNTS PROVIDES THE MEF EXECUTIVE DIRECTOR WITH ITEMIZED STUDENT ACCOUNT DETAILS FOR EACH SCHOLARSHIP RECIPIENT. SCHOLARSHIP FUNDS ARE DISTRIBUTED DIRECTLY TO THE UNIVERSITY OFFICE OF STUDENT ACCOUNTS TO BE POSTED TO THE STUDENTS' ACCOUNTS. SCHOLARSHIP FUNDS ARE NOT DISTRIBUTED DIRECTLY TO A STUDENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0165000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt024000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBYN JONES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0189000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUDIT COMMITTEE REVIEWS THE FORM 990, THEN PROVIDES TO THE FULL BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THEY UNDERSTAND THE CONFLICT OF INTEREST POLICY AND THE BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY SUCH CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD OF TRUSTEES PERIODICALLY REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IN ITS DETERMINATION OF COMPENSATION. THE BOARD REVIEWS DATA FROM OTHER SIMILAR-SIZED PRIVATE NON-PROFIT FOUNDATIONS AS WELL AS OTHER DATA SOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REQUESTS WILL BE REVIEWED AND PROVIDED UPON APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

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