2023-11-14T04:26:34-08:00 2022-12-31 561688300 Foard and Company PA 817 E Morehead St Ste 100 Charlotte NC 28202 990 2022-01-01 237378001 Winthrop University Foundation WINT 8033232229 2020 Alumni Drive Stewart House Rock Hill SC 29733 Mrs Robin Embry Executive Dir. 2023-11-14 true Mrs Robin Embry 999009999 true Terry W Lancaster P00096087 7043721515 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 2020 Alumni Drive Stewart House Rock Hill SC 29733 83683206 false X https://www.winthrop.edu/foundation X 1973 SC TO SUPPORT AND ENHANCE WINTHROP UNIVERSITY BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, AND TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES. 19 19 6 35 0 3290359 2678612 74760 77772 3969971 3496161 1835 1783 7336925 6254328 2649709 3502253 0 567227 589828 72110 72110 372090 411081 482247 3700127 4646438 3636798 1607890 89194270 73833927 1824772 1342392 87369498 72491535 TO SUPPORT AND ENHANCE WINTHROP UNIVERSITY BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, AND TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES. false false 3922091 3473253 SUPPORT FOR WINTHROP UNIVERSITY, A SOUTH CAROLINA PUBLIC HIGHER EDUCATION INSTITUTION LOCATED IN ROCK HILL, SC, WHOSE LEGISLATIVE CHARTER INCLUDES A MANDATE TO BE A "FIRST-CLASS INSTITUTION OF HIGHER EDUCATION" OFFERING AN EDUCATIONAL EXPERIENCE "AS THE PROGRESS OF THE TIMES MAY REQUIRE". SUPPORT IS MADE THROUGH SCHOLARSHIPS, GRANTS, SALARY SUPPLEMENTS, AND OTHER DISCRETIONARY SUPPORT THAT PROMOTES THE GROWTH, DEVELOPMENT AND ADVANCEMENT OF ITS EDUCATIONAL GOALS. 29000 29000 GRANT TO WINTHROP UNIVERSITY ALUMNI ASSOCIATION, ANOTHER 501(C)3 ORGANIZATION, FOR OPERATIONAL SUPPORT TO BUILD ENGAGEMENT, LOYALTY, CONNECTIONS, RESOURCES AND GOODWILL AMONG UNIVERSITY STUDENTS, GRADUATES AND NON-GRADUATE ALUMNI AND FRIENDS. 3951091 true true false false false false false false false true true false false false true false false true false false false false false true true false false true false true false false false false false false false false false false false false true false false false false true 30 0 true 6 true false false false false false false false 0 false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false SC X X X Robin Embry 8033232229 2020 Alumni Dr Stewart House Rock Hill SC 29733 Dr Edward Serna University Pres. 10.00 40.00 107500 124034 10260 Dr George Hynd Interim President 10.00 40.00 69011 88032 26884 Mrs Robin Embry Executive Dir. 40.00 0.00 X 111539 0 36408 Mr Peter Moroni President 1.00 0.00 X X 0 0 0 Mr Claude Close Director 1.00 0.00 X 0 0 0 Mrs Catherine Faircloth Director 1.00 0.00 X 0 0 0 Mr Bob Breakfield Past President 1.00 0.00 X X 0 0 0 Ms Chelsea Brown Director 1.00 0.00 X 0 0 0 Mrs Linda Warner Treasurer 1.00 0.00 X X 0 0 0 Mr Andy Popenfoose Director 1.00 0.00 X 0 0 0 Mr Matt Dosch Vice President 1.00 0.00 X X 0 0 0 Mrs Terry Grayson-Caprio Director 1.00 0.00 X 0 0 0 Mr Creighton Hayes Director 1.00 0.00 X 0 0 0 Mr Chris Tidwell Director 1.00 0.00 X 0 0 0 Mrs Jan Ivey Director 1.00 0.00 X 0 0 0 Mr Sylvester Owens Director 1.00 0.00 X 0 0 0 Mrs Dawn Johnson Director 1.00 0.00 X 0 0 0 Dr Sue Rex Secretary 1.00 0.00 X X 0 0 0 Dr Andy Wilson Director 1.00 0.00 X 0 0 0 Mr Byron Putnam Ex-officio 1.00 0.00 X 0 0 0 Mrs Casey Ferri Ex-officio 1.00 0.00 X 0 0 0 Mr Scott Melton Ex-Officio 1.00 0.00 X 0 0 0 288050 212066 73552 2 true true false 0 9440 2669172 2678612 Program Revenue 77772 77772 77772 1572585 1572585 0 0 0 79343767 77420191 1923576 1923576 1923576 8440 9440 8687 -247 -247 0 0 Other 2030 2030 2030 6254328 2003378 1572338 3502253 3502253 0 0 0 314008 230354 66923 16731 0 275820 175232 98157 2431 0 0 0 0 0 13200 13200 0 72110 72110 77658 77658 65192 26464 3392 35336 0 47280 14184 33096 0 0 12901 7740 4773 388 25571 3506 1674 20391 0 0 0 0 0 5728 5728 Advancement 134672 134672 Software 76603 20649 55954 Credit card fees 10922 10922 Professional Development 6133 3608 2215 310 6387 1934 3782 671 4646438 3951091 323257 372090 508384 3053237 0 1260748 877153 0 0 0 0 2000 2000 12483 17177 94546 94546 0 85137706 68093229 0 0 0 2272949 1791131 89194270 73833927 263002 197578 1561770 1144814 1824772 1342392 X 3838108 2162055 83531390 70329480 87369498 72491535 89194270 73833927 X 1607890 -16894524 408671 X false true X true false X 4377732 4742664 3440734 3290359 2678365 18529854 0 0 4377732 4742664 3440734 3290359 2678365 18529854 1025609 17504245 2281981 2404237 2584018 3969971 1572585 12812792 0 -95289 344113 264448 8758 2030 524060 31866706 0.54930 0.55740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85216933 2240323 -15184005 3131079 1048943 68093229 75542059 3203639 9720085 2274432 44330 930088 85216933 65235849 3376743 9409849 1746844 733539 75542058 52972221 4836930 10762794 2611179 724917 65235849 55465625 3522131 -3367983 1878443 769109 52972221 false false false 94546 94546 ACTUARIAL LIAB OF ANNUITIES PAYABLE 1103631 GUARANTEE RENT LIABILITY 20000 PAYROLL LIABILITIES 21183 1144814 -10309183 -16894524 408671 -16485853 6176670 77658 77658 6254328 4568780 4568780 77658 77658 4646438 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE IN SPLIT INTEREST TRUSTS $420156 CHANGE IN CASH SURRENDER VALUE $-1071 PROVISION FOR DOUBTFUL ACCOUNTS $78111 PROVISION FOR PLEDGE DISCOUNTS $-88525 X X X X true EAB Global Inc 1920 E Parham Road Richmond VA 23228 Mail, internet & email false 150061 72110 77951 150061 72110 77951 SC WU Golf Classic 17880 9440 8440 8687 17880 9440 8440 8687 8687 -247 true ALUMNI ASSOC OF WIN UNIV 304 TILLMAN HALL ROCK HILL SC 29733 576029400 29000 0 OPERATING EXPENSES WINTHROP UNIVERSITY 701 OAKLAND AVE ROCK HILL SC 29733 576001204 3432543 0 SCHOLARSHIPS 0 2 Grantmaker's Description of How Grants are Used PAYMENTS ARE MADE TO WINTHROP UNIVERSITY WHOSE DEVELOPMENT OFFICE REPORTS ON AMOUNTS NEEDED AND HOW USED. ALL RECORDS ARE MAINTAINED BY THE UNIVERSITY. PAYMENTS TO ALUMNI ASSOCIATION ARE AUDITED BY AN INDEPENDENT CPA. X true true X X X X false false false false false false false false false Dr Edward Serna University Pres. 107500 124034 10260 117760 124034 Dr George Hynd Interim President 69011 88032 6591 20293 75602 108325 Part I, Line 1a: Relevant information in regards to selections on 1a. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS COMPLETED FOLLOWING RECEIPT OF THE INDEPENDENT AUDITOR'S REPORT AND AUDITED FINANCIAL STATEMENTS. REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDITOR AND DELIVERED ELECTRONICALLY TO ALL WINTHROP UNIVERSITY FOUNDATION BOARD MEMBERS PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, Line 12c THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR AND AS PART OF THE NEW BOARD MEMBER ORIENTATION. EACH BOARD DIRECTOR COMPLETES A QUESTIONNAIRE TO ESTABLISH THEIR INDEPENDENCE AND DETERMINE IF A CONFLICT EXISTS. THIS DOCUMENT IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND KEPT ON FILE. MEMBERS OF THE BOARD OF DIRECTORS ARE MANDATED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND RECUSE THEMSELVES FROM ANY ACTION. SUCH ACTION IS DOCUMENTED IN THE OFFICIAL BOARD MINUTES. Form 990, Part VI, Section B, Line 15a STAFF SALARIES AND BENEFITS COMPRISING TOTAL COMPENSATION ARE REVIEWED ANNUALLY AS PART OF THE REGULAR BUDGETING FORECAST BY THE OPERATIONS COMMITTEE AND THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE ANNUAL EVALUATION OF STAFF INCLUDING SELF-APPRAISAL AS WELL AS PERFORMANCE REVIEW BY THE IMMEDIATE SUPERVISOR. COMPARABLE POSITION SALARY RANGES FOR ALL POSITIONS FROM SIMILAR SIZED NONPROFIT ORGANIZATIONS ARE REVIEWED ANNUALLY TO ESTABLISH REASONABLENESS. SOURCES FOR COMPARABLE DATA ARE FROM PROFESSIONAL ORGANIZATIONS SERVING HIGHER EDUCATION FOUNDATIONS INCLUDING COUNCIL FOR ADVANCEMENT AND SUPPORT EDUCATION (CASE), ASSOCIATION OF GOVERNING BOARD (AGB) AND GUIDESTAR. Form 990, Part VI, Section B, Line 15b SEE ANSWER TO FORM 990, PART VI, LINE 15A ABOVE Form 990, Part VI, Section C, Line 19 THE WINTHROP UNIVERSITY FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.WINTHROP.EDU/FOUNDATION. ADDITIONALLY, THE IRS FORM 990 IS ALSO AVAILABLE UPON REQUEST AT THE FOUNDATION OFFICE. Form 990, Part XI, Line 9 Change in cash surrender value = -$1071 Form 990, Part XI, Line 9 Change in split-interest trusts = $420156 Form 990, Part XI, Line 9 Provision for doubtful accounts = $78111 Form 990, Part XI, Line 9 Provision for pledge discounts = $0 Form 990, Part XI, Line 9 Provision for pledge discounts = -$88525 Winthrop University Fdn Land & Real Est 302 Tillman Hall Rock Hill SC 27933 Hold real estate SC Winthrop University Foundation false false false false false false false false false false false false false false false false false false false