2025-05-12T16:42:39+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 431234200 MISSOURI STATE UNIVERSITY FOUNDATION MISS 4178365632 901 S NATIONAL SPRINGFIELD MO 65897 CYNTHIA SCHULL TREASURER 2025-05-12 true true Brian Todd P00422601 4178658701 2025-05-12 2023 2025-03-06 01:10:19Z CYNTHIA SCHULL 901 S NATIONAL SPRINGFIELD MO 65897 328621096 false X WWW.MISSOURISTATEFOUNDATION.ORG X 1981 MO THE MISSOURI STATE UNIVERSITY FOUNDATION SUPPORTS MISSOURI STATE UNIVERSITY BY MANAGING AND DISTRIBUTING RESOURCES RECEIVED IN FUNDRAISING CAMPAIGNS AND EVENTS. 9 9 77 250 -23080 0 30325529 35361543 5511118 5893118 -20996 14100345 -332136 241081 35483515 55596087 32608852 20916118 0 0 4269417 4906484 0 0 857145 562658 1766173 37440927 27588775 -1957412 28007312 195800390 220115120 13517787 16162924 182282603 203952196 THE MISSION OF THE ORGANIZATION IS TO DEVELOP AN ENVIRONMENT WHICH PROMOTES GIVING AND THEREIN SEEK, RECEIVE, MANAGE AND DISTRIBUTE RESOURCES IN A MANNER APPROPRIATE TO SUPPORT PROGRAMS OF INSTRUCTION, RESEARCH AND PUBLIC SERVICE OF THE UNIVERSITY. false false 21579145 16536841 5893118 MISSOURI STATE UNIVERSITY FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT MISSOURI STATE UNIVERSITY (MSU) BY HOLDING FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS. THE ORGANIZATION PROVIDES SUPPORT FOR INSTRUCTION AND ACADEMIC PROGRAMS, STUDENT SERVICES, BROADCAST SERVICES, CAPITAL PROJECTS, AND THE GREAT SOUTHERN BANK ARENA, AS WELL AS GENERAL INSTITUTIONAL SUPPORT. 4379277 4379277 MISSOURI STATE UNIVERSITY FOUNDATION ALSO PROVIDES SCHOLARSHIPS TO INDIVIDUALS. DURING THE YEAR, 2,028 INDIVIDUALS RECEIVED SCHOLARSHIPS FROM THE FOUNDATION. 25958422 true true false false false false false false true true true false false true false false true false false true false false false true false false true true true false false false false false false false false true true false false true true false false false true X 56 1 true 77 true false false false false false true true false false false false false false X 9 9 true false false false true true true true true false false true true true true true true false false false X X MISSOURI STATE UNIVERSITY 4178365632 901 S NATIONAL SPRINGFIELD MO 65897 BEVERLY KELTNER CHAIR ELECT, BEG 1/24 1.0 0.0 X X 0 0 0 JIM WILSON CHAIR, BEG 1/24 1.0 0.0 X X 0 0 0 BONNALIE O CAMPBELL TRUSTEE 1.0 0.0 X 0 0 0 DIANE JENKINS TRUSTEE 1.0 0.0 X 0 0 0 JOHN D FOSTER TRUSTEE 1.0 0.0 X 0 0 0 JUDY BREEDING TRUSTEE 1.0 0.0 X 0 0 0 MARK MCQUEARY CHAIR, END 1/24 1.0 0.0 X 0 0 0 MARY H SCHRAG TRUSTEE 1.0 0.0 X 0 0 0 MATT HARTHCOCK TRUSTEE, BEG 1/24 1.0 0.0 X 0 0 0 TIM FOOTE TRUSTEE 1.0 0.0 X 0 0 0 CINDY BUSBY SECRETARY, END 1/24 14.0 26.0 X 27928 51866 27722 CYNTHIA SCHULL TREASURER, BEG 7/23 8.0 32.0 X 27297 109187 55201 JENNIFER WETER SECRETARY, BEG 1/24 14.0 26.0 X 18898 35096 22119 STEPHEN A FOUCART TREASURER, END 7/23 8.0 32.0 X 36056 144224 33055 W BRENT DUNN EXECUTIVE DIRECTOR 24.0 16.0 X 108681 72454 65615 218860 412827 203712 1 false true false 0 531543 34830000 4707580 35361543 PERSONNEL PAID BY AFFILIATE 561000 4301960 4301960 MISCELLANEOUS 900099 1591158 1591158 0 0 0 0 5893118 5983934 5983934 672651 646354 26297 0 26297 26297 274421330 5800000 270833763 1271156 3587567 4528844 8116411 8116411 244436 531543 273736 -29300 -29300 INCOME IN STRATEGIC INVESTORS FUND 900099 132264 -75 132339 INCOME IN NB CROSSROADS 900099 101565 101565 INCOME IN MONTAUK TG 900099 10255 -23005 33260 0 0 0 0 244084 55596087 5893118 -23080 14364506 16536841 16536841 4379277 4379277 293325 148050 145275 4613159 3794487 214148 604524 4031 4031 66544 66544 343210 343210 0 0 0 0 13015 13015 116837 116837 122769 122769 UNCOLLECTIBLE PLEDES REC 1099767 1099767 0 0 0 0 27588775 25958422 773208 857145 20248290 7757970 22985270 12376277 12730 4814 0 0 0 0 2102579 1324514 3442753 315059 3501416 3127694 127643451 172515561 16776946 18637623 0 2529708 4370667 195800390 220115120 120274 133521 1379177 1615624 0 0 12018336 14413779 13517787 16162924 X 11575197 20192812 170707406 183759384 182282603 203952196 195800390 220115120 X 28007312 4271274 -10608993 X false true X true false X 35839979 24163090 27055801 26292379 35361543 148712792 0 0 35839979 24163090 27055801 26292379 35361543 148712792 29653952 119058840 3357371 2758860 3187372 4289655 6923749 20517007 0 0 36847 26302 33685 -29300 67534 169297333 26889194 0.7033 0.7697 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - , COLUMN B - 36847.0, COLUMN C - 26302.0, COLUMN D - 33685.0, COLUMN E - -29300.0, COLUMN F - 67534.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113245510 3583173 10134089 6891960 120070812 105795188 4268974 9417650 6236302 113245510 114156493 7089570 -9617222 5833653 105795188 87643305 8249344 23648788 5384944 114156493 89101918 4797819 -1266616 4989816 87643305 0.0271 0.7346 0.2383 false false 578000 578000 2417025 111772 2305253 340228 203287 136941 107500 107500 3127694 Hedge Funds 6633704 F Private Equity 12003919 F 18637623 Funds Managed For Missouri State University 6199762 Annuity Obligations 141163 Due To Related Parties 7271748 ROU Liabilities 801106 14413779 49981208 4271274 145960 0 4417234 45563974 343210 9688903 10032113 55596087 28311615 145960 920090 1066050 27245565 343210 0 343210 27588775 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS PROVIDE SCHOLARSHIP SUPPORT, PROVIDE CRITICAL PROGRAM SUPPORT, FUND ONGOING MAINTENANCE AND EQUIPMENT NEEDS, BRING IN GUEST ARTISTS AND LECTURERS, AND FUND FACULTY GROWTH AND DEVELOPMENT. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental Expenses - -646354 Special Events - -273736 Pledge Discount - 10608993 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expenses - 646354 Special Events - 273736 Central America and the Caribbean 0 0 Investments INVESTMENTS 12388885 0 0 0 0 0 0 12388885 0 12388885 true false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEA Sneaker Soiree 197322 173607 23715 4650 5545 0 0 15138 Agriculture Alumni Auction 78171 72167 6004 0 365 0 9243 0 635 16 500486 285769 214717 960 32571 103052 43809 36354 21414 775979 531543 244436 5610 32936 108597 53052 36354 37187 273736 -29300 true Missouri State University 901 S National Ave Springfield MO 65897 446000308 GOVT 16536841 SUPPORT 1 0 Scholarship 2028 4379277 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FOUNDATION PROVIDES SUPPORT FOR MISSOURI STATE UNIVERSITY, ITS RELATED ORGANIZATION. NO OTHER ORGANIZATIONS RECEIVE GRANTS OR ASSISTANCE FROM THE FOUNDATION. THE FOUNDATION BASES ITS SCHOLARSHIP RECIPIENTS ON MISSOURI STATE UNIVERSITY'S CRITERIA OF NEED AND EDUCATIONAL ACHIEVEMENTS. THIS CRITERIA ENFORCES A NON DISCRIMINATORY POLICY. X X true true false false false false false false false false false STEPHEN A FOUCART TREASURER, END 7/23 35824 143297 0 0 232 927 5699 22796 912 3648 42667 170668 0 0 W BRENT DUNN EXECUTIVE DIRECTOR 106754 71169 1288 859 639 426 29761 19841 9608 6405 148050 98700 0 0 CYNTHIA SCHULL TREASURER, BEG 7/23 26767 107063 429 1718 101 406 7578 30311 3462 13850 38337 153348 0 0 Schedule J, Part I, Line 1a Travel for companions THIS WAS RECEIVED BY BRENT DUNN AS NON-TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Health or social club dues or initiation fees BRENT DUNN RECEIVED THE BENEFIT, PART OF WHICH WAS TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation MISSOURI STATE UNIVERSITY, A RELATED ORGANIZATION, USES APPROVAL BY ITS BOARD TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR, BRENT DUNN. X 28 64997 Opinions of experts X 6625 Other X 234619 Market value X 1 1167302 Market value X 32 577056 Market value X 2 2361000 Other - Real Property Appraiser X 12 18369 Market value X HORSE 2 18000 Opinions of experts X Equipment and Supplies 14 84718 Other - Price tag attached or market value X Auction items 1077 144468 Market value X Others 4 30426 Market value 31 false true true Schedule M, Part I Column B THE NUMBER OF CONTRIBUTIONS PROVIDED IS BASED UPON THE NUMBER OF CONTRIBUTORS. Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THIRD PARTIES USED TO SOLICIT, PROCESS OR SELL NONCASH CONTRIBUTIONS: THE ORGANIZATION USES THIRD PARTY REALTORS TO ASSIST IN SELLING NONCASH GIFTS OF REAL ESTATE. Form 990, Part V, Line 2a PT VII, SECTION A; & PT IX, LINES 5 & 7 COMMON PAYMASTER ARRANGEMENT AND SALARIES: A RELATED ORGANIZATION, MISSOURI STATE UNIVERSITY (MSU), FILES ALL W-2 FORMS AND PAYS ALL PAYROLL TAXES AND BENEFITS ON BEHALF OF THE FOUNDATION. THE AMOUNT REPORTED ON PART V, LINE 2A, IS THE NUMBER OF W-2 FORMS FILED FOR THOSE WHO WORK PRIMARILY FOR THE FOUNDATION. THE AMOUNTS LISTED IN COLUMN D OF PART VII, SECTION A, WERE PAID THROUGH MSU AND ARE FOR THE EXECUTIVE DIRECTOR, WHO IS ESTIMATED TO WORK APPROXIMATELY 60% FOR THE FOUNDATION; THE TREASURER, WHO IS ESTIMATED TO WORK APPROXIMATELY 20% FOR THE FOUNDATION; AND, THE SECRETARY, WHO IS ESTIMATED TO WORK APPROXIMATELY 35% FOR THE FOUNDATION. OTHER SALARIES AND WAGES ON PART IX, LINE 7, IS THE AMOUNT OF SALARIES ALLOCATED FOR DUTIES PERFORMED FOR THE ORGANIZATION AS CONTRIBUTED PERSONNEL SERVICES, REDUCED BY THE AMOUNT REPORTED ON PART IX, LINE 5, FOR THE EXECUTIVE DIRECTOR, TREASURER AND SECRETARY. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE IS COMPOSED OF 9 TRUSTEES OF THE GOVERNING BODY, WHICH ALLOWS FOR UP TO 250 TRUSTEES. AMONG THE TRUSTEES' RESPONSIBILITIES ARE THE ELECTION OF THE EXECUTIVE COMMITTEE MEMBERS AND AMENDMENT OF THE BYLAWS. THE EXECUTIVE COMMITTEE HAS BROAD AUTHORITY TO ACT ON BEHALF OF THE FULL GOVERNING BODY. Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION ALLOWS FOR UP TO 250 TRUSTEES. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE NOMINATING COMMITTEE PROVIDES A SLATE OF NEW TRUSTEES' NAMES TO THE FULL GOVERNING BODY FOR ITS APPROVAL. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE ORGANIZATION ALLOWS FOR UP TO 250 TRUSTEES. AMONG THE TRUSTEES' RESPONSIBILITIES ARE THE ELECTION OF MEMBERS OF THE EXECUTIVE COMMITTEE AND AMENDMENT OF THE BYLAWS Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 WILL INITIALLY BE INTERNALLY REVIEWED. AFTER THIS REVIEW, THE PUBLIC DISCLOSURE COPY OF THE FORM 990 WILL BE PRESENTED TO THE GOVERNING BODY. THIS WILL ALLOW THE OPPORTUNITY FOR MEMBERS TO ASK QUESTIONS, MAKE COMMENTS, OR REQUEST CHANGES BEFORE THE FILING OF THE FINAL FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy ANNUAL STATEMENTS ARE GIVEN TO THE BOARD OF TRUSTEES REQUIRING ACKNOWLEDGEMENT THAT EACH TRUSTEE HAS READ THE CONFLICT OF INTEREST POLICY AND AGREES TO COMPLY WITH THE POLICY. IF, AT ANY TIME SUBSEQUENT TO THE STATEMENT, A CONFLICT WERE TO ARISE, THE TRUSTEE IS THEN REQUIRED TO NOTIFY THE CHAIR AND EXECUTIVE DIRECTOR IN WRITING. ADDITIONALLY, THE ORGANIZATION SENT OUT A QUESTIONNAIRE PROVIDED BY THE INDEPENDENT ACCOUNTANT TO COMPLY WITH THE 990 REPORTING REQUIREMENTS. WHEN IT IS PROPOSED THAT THE FOUNDATION ENGAGE IN A BUSINESS TRANSACTION, INCLUDING ACCEPTANCE OF ANY GIFT FROM A THIRD PARTY, ANY TRUSTEE WHO HAS ANY DIRECT OR INDIRECT INTEREST IN THE TRANSACTION MUST MAKE A FULL DISCLOSURE OF SUCH INTEREST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND WILL REFRAIN FROM ALL DELIBERATIONS OR VOTES TAKEN IN REGARD TO SUCH TRANSACTION. Form 990, Part VI, Line 19 Required documents available to the public THE ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST ON SITE, BY MAIL, BY FAX, OR BY E-MAIL. THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE AUDITED FINANCIAL REPORT, WHICH IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Pledge Discount - -10608993; 521 PROPERTIES LLC 901 S NATIONAL SPRINGFIELD MO 65897 431234200 REALTY RENT MO 64903 1796041 MSU FDN MISSOURI STATE UNIVERSITY 901 S NATIONAL SPRINGFIELD MO 65804 446000308 UNIVERSITY MO 501(c)(1) NONE false false true false false false false false false false true false false false true true true false false false