2024-02-28T00:08:03-06:00 2023-06-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2022-07-01 431381504 TRUMAN STATE UNIVERSITY FOUNDATION TRUM 6607854150 100 E NORMAL ST 105 MCCLAIN HALL KIRKSVILLE MO 63501 DR SUSAN THOMAS UNIVERSITY PRESIDENT 6607854150 2024-02-22 1 DR SUSAN THOMAS 999009999 1 KIMBERLY A RYAN P00829977 3142903300 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR SUSAN THOMAS 105 MCCLAIN HALL KIRKSVILLE MO 63501 28093672 0 X WWW.GIVING.TRUMAN.EDU X 1984 MO THE MISSION OF THE TRUMAN STATE UNIVERSITY FOUNDATION IS TO ADVANCE THE UNIVERSITY THROUGH LASTING RELATIONSHIPS, STRONG PRIVATE GIFT SUPPORT AND PRUDENT STEWARDSHIP. 18 16 0 135 -4399 0 2701927 2619314 22881 21079 8021821 -866865 67849 78706 10814478 1852234 1887249 2445173 0 0 0 0 0 0 269771 1194759 1500652 3082008 3945825 7732470 -2093591 67951751 72042524 626376 630884 67325375 71411640 X 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. 0 0 1446521 1446521 SCHOLARSHIP PROGRAMS: SCHOLARSHIPS ARE PROVIDED FOR TRUMAN STATE UNIVERSITY STUDENTS IN ACCORDANCE WITH CRITERIA ESTABLISHED BY DONORS FOR THE VARIOUS SCHOLARSHIP FUNDS. FOR FISCAL YEAR 2023, THE FOUNDATION GRANTED SCHOLARSHIPS TO 695 STUDENTS. 1446189 892040 21079 HIGHER 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. 281692 106612 ATHLETIC 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. 3174402 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 29 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X MIKE GARZANELLI TRUMAN STATE UNIVE 6607854150 105 MCCLAIN HALL KIRKSVILLE MO 63501 CALANEET BALAS PRESIDENT 5.00 X X 0 0 0 PAUL GARNETT VICE PRESIDENT 3.00 X X 0 0 0 DR SUSAN THOMAS UNIVERSITY PRESIDENT 5.00 40.00 X X 0 317186 84996 DR TIMOTHY WALSTON BOARD MEMBER 2.00 40.00 X 0 124275 17923 DAWN TARTAGLIONE IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 SHIKHA BHATTRAI STUDENT REPRESENTATIVE 2.00 X 0 0 0 JAMIE MATTHEWS ALUMNI REPRESENTATIVE 2.00 X 0 0 0 RYAN BRENNAN BOARD MEMBER 2.00 X 0 0 0 SARAH BURKEMPER BOARD MEMBER 2.00 X 0 0 0 DAVID CLITHERO BOARD MEMBER 2.00 X 0 0 0 NANCY GINGRICH BOARD MEMBER 2.00 X 0 0 0 AMANDA GIOIA BOARD MEMBER 2.00 X 0 0 0 LAUREN GRAMLICH BOARD MEMBER 2.00 X 0 0 0 JESSICA HILL BOARD MEMBER 2.00 X 0 0 0 DMITRI IVANOV BOARD MEMBER 2.00 X 0 0 0 TONY MAREK BOARD MEMBER 2.00 X 0 0 0 RYAN SHREVE BOARD MEMBER 2.00 X 0 0 0 ROBERT STILLEY BOARD MEMBER 2.00 X 0 0 0 JASON TURK BOARD MEMBER 2.00 X 0 0 0 DAVID WOODS BOARD MEMBER 2.00 X 0 0 0 DR ERNIE HUGHES SECRETARY EX OFFICIO 5.00 40.00 X 0 153152 38990 AMY CLENDENNEN GENERAL COUNSEL EX OFFICIO 2.00 40.00 X 0 153054 54634 MICHAEL GARZANELLI TREASURER EX OFFICIO 8.00 40.00 X 0 100223 32396 0 847890 228939 0 0 1 0 0 2619314 282410 2619314 STUDENT LOAN INTEREST INCOME 522291 21079 21079 21079 703383 703383 24592190 79000 26194438 47000 -1602248 32000 -1570248 -4399 -1565849 78706 78706 78706 1852234 21079 -4399 -783760 998652 998652 1446521 1446521 37050 37050 109000 109000 289277 289277 188689 161731 4093 22865 101983 17320 84663 253687 208315 34168 11204 75344 37696 13125 24523 205427 142423 52788 10216 92 92 12390 12390 19401 576 10163 8662 MEALS AND BANQUETS 74291 29985 8800 35506 AWARDS AND PRIZES 73101 33334 3603 36164 DUES AND MEMBERSHIPS 18710 5909 12801 42210 260 18875 23075 3945825 3174402 501652 269771 6517832 6772988 78791 72906 60643402 64092129 491608 369297 220118 735204 67951751 72042524 123824 175374 502552 455510 626376 630884 X 4278047 4639376 63047328 66772264 67325375 71411640 67951751 72042524 X -2093591 6208538 -28682 X 0 1 X 1 0 X 3467224 4867581 4264654 2701927 2619314 17920700 3467224 4867581 4264654 2701927 2619314 17920700 3858635 14062065 1435808 1264566 973926 556642 703383 4934325 65612 50025 9160 67849 78706 271352 23126377 135895 0.60810 0.60300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 109000 0 0 109000 0 PART II-B, LINE 1: TRUMAN STATE UNIVERSITY FOUNDATION PAID PROFESSIONAL LOBBYISTS TO FOLLOW TRUMAN STATE UNIVERSITY'S INTERESTS AT BOTH THE STATE OF MISSOURI AND FEDERAL LEVELS. THE FOUNDATION PAID THESE LOBBYISTS $109,000 WHICH INCLUDES EXPENSES REIMBURSED UNDER AN ACCOUNTABLE AND TRANSPARENT PLAN. 58743168 284700 4336162 1174753 76304 62112973 67916997 569070 -9050840 593275 98784 58743168 51344254 1120911 16471305 963979 55494 67916997 50551277 1591765 980084 1682713 96159 51344254 49122084 380090 3419440 2265344 104993 50551277 0.00120 0.57220 0.42660 1 0 0 ANNUITIES AND TRUSTS PAYABLE 455510 455510 8032090 6208538 -28682 6179856 1852234 0 1852234 3945825 0 3945825 0 3945825 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. 1 TRUMAN STATE UNIVERSITY 100 EAST NORMAL STREET KIRKSVILLE MO 63501 436005833 170(B)(1)(A)(V) 998652 0 SUPPORT OF HIGHER EDUCATION AND ATHLETICS PROGRAMS 1 SCHOLARSHIPS FOR TRUMAN STATE UNIVERSITY STUDENTS 695 1446521 PART I, LINE 2: THE FOUNDATION HAS BOTH A SCHOLARSHIP AND A LOAN PROGRAM FOR TRUMAN STATE UNIVERSITY STUDENTS. TRUMAN STUDENTS APPLY FOR THE SCHOLARSHIPS AND COMMITTEES REVIEW ELIGIBILITY AND AWARD SCHOLARSHIPS BASED ON A REVIEW OF THE APPLICATIONS WITH THE SCHOLARSHIP CRITERIA AS A BASIS. TRUMAN STUDENTS APPLY FOR FOUNDATION LOANS THROUGH THE TRUMAN STATE UNIVERSITY FINANCIAL AID OFFICE AND THAT OFFICE DETERMINES ELIGIBILITY BASED ON THE STUDENT'S NEED AND LOAN CRITERIA. THE FOUNDATION ALSO PROVIDES GRANTS TO THE UNIVERSITY IN SUPPORT OF ITS HIGHER EDUCATION INITIATIVES, INCLUDING SUPPORT OF THE VARIOUS ACADEMIC DEPARTMENTS, ATHLETICS PROGRAMS, AND CERTAIN PROJECTS ON CAMPUS. 0 0 0 0 0 0 0 0 0 DR SUSAN THOMAS UNIVERSITY PRESIDENT 0 266651 0 48240 0 2295 0 67361 0 17635 0 402182 0 0 AMY CLENDENNEN GENERAL COUNSEL EX OFFICIO 0 153054 0 0 0 0 0 39065 0 15569 0 207688 0 0 DR ERNIE HUGHES SECRETARY EX OFFICIO 0 153152 0 0 0 0 0 38006 0 984 0 192142 0 0 SCHEDULE J, LINE 3 THE INDIVIDUALS LISTED ON SCHEDULE J HAVE WRITTEN EMPLOYMENT CONTRACTS AND/OR APPROVED ANNUAL NOTICES OF APPOINTMENT. COMPENSATION AND PERFORMANCE OF THE UNIVERSITY PRESIDENT AND GENERAL COUNSEL ARE REVIEWED AND APPROVED BY THE BOARD OF GOVERNORS OF TRUMAN STATE UNIVERSITY. THE COMPENSATION OF THE VICE PRESIDENT OF ADVANCEMENT IS REVIEWED AND APPROVED BY THE UNIVERSITY PRESIDENT. X 3889 227150 MARKET VALUE X 1 47000 APPRAISED FMV X FURNITURE 1 7000 APPRAISED VALUE X EVENT DONATION 1 1082 COST X BASEBALL TICKETS 4 178 FMV 2 0 1 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: THE FOUNDATION USED AN AUCTION SERVICE TO SELL DONATED REAL ESTATE IN FY23. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITIES AND TRUST OBLIGATIONS -28,682. TRUMAN STATE UNIVERSITY 100 EAST NORMAL STREET KIRKSVILLE MO 63501 436005833 HIGHER EDUCATION MO 170(B)(1)(A)(V) PUBLIC N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 TRUMAN STATE UNIVERSITY B 998652 CASH PAID