2026-03-06T14:27:50-06:00 2025-06-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2024-07-01 431381504 TRUMAN STATE UNIVERSITY FOUNDATION TRUM 6607854150 100 E NORMAL ST 105 MCCLAIN HALL KIRKSVILLE MO 63501 DR SUSAN THOMAS UNIVERSITY PRESIDENT 6607854150 2026-03-03 1 1 MINDY G KRUEGER P01290370 3142903300 2024 2025-03-06 01:10:19Z DR SUSAN THOMAS 105 MCCLAIN HALL KIRKSVILLE MO 63501 19871991 0 X HTTPS://WWW.TRUMAN.EDU/GIVING/ 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. 21 20 0 135 -20406 0 2811229 3252980 15086 9428 3949528 1601094 121168 164237 6897011 5027739 3163705 2739915 0 0 0 0 29089 27832 324293 1688048 1865730 4880842 4633477 2016169 394262 78927688 85669112 588248 614657 78339440 85054455 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 1519136 1519136 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 2025, THE FOUNDATION GRANTED SCHOLARSHIPS TO 756 STUDENTS. 2124862 1130951 9428 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. 257980 89828 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 369 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. 3901978 1 1 0 1 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 30 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 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 340655 98971 RASHMI PRASAD BOARD MEMBER 2.00 40.00 X 0 150464 47231 EMMA SUCHSLAND STUDENT REPRESENTATIVE 2.00 X 0 0 0 JOHN AYRES BOARD MEMBER 2.00 X 0 0 0 PHILIP CHRISTOFFERSON BOARD MEMBER 2.00 X 0 0 0 DAVID CLEAVER BOARD MEMBER 2.00 X 0 0 0 DAVID CLITHERO BOARD MEMBER 2.00 X 0 0 0 ROBERT GAYDEN 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 LORI HART BOARD MEMBER 2.00 X 0 0 0 JESSICA HILL BOARD MEMBER 2.00 X 0 0 0 BILL LOVEGREEN BOARD MEMBER 2.00 X 0 0 0 TONY MAREK BOARD MEMBER 2.00 X 0 0 0 OVETTA SAMPSON BOARD MEMBER 2.00 X 0 0 0 AMY KRISTIN SANDERS 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 CHARLES HUNSAKER SECRETARY EX OFFICIO - AS OF 11/24 5.00 40.00 X 0 89764 31305 DR ERNIE HUGHES SECRETARY EX OFFICIO - THRU 12/24 5.00 40.00 X 0 169432 56878 MARK HERRMANN GENERAL COUNSEL EX OFFICIO 2.00 40.00 X 0 59362 22124 MICHAEL GARZANELLI TREASURER EX OFFICIO 8.00 40.00 X 0 106257 38235 0 915934 294744 0 0 1 0 0 3252980 40827 3252980 STUDENT LOAN INTEREST INCOME 522291 9428 9428 9428 1907442 -32056 1939498 14537904 14844252 -306348 -306348 11650 -317998 164237 164237 164237 5027739 9428 -20406 1785737 1220779 1220779 1519136 1519136 30300 30300 185989 185989 27832 27832 285133 285133 194515 188350 1375 4790 140514 1171 139343 434805 409381 12389 13035 64645 36053 14298 14294 274576 229579 8382 36615 3353 3353 14631 9305 5326 MEALS AND BANQUETS 90212 49505 8432 32275 AWARDS AND PRIZES 72311 40777 2036 29498 BAD DEBT - STUDENT LOAN 30956 30956 DUES AND MEMBERSHIPS 29717 21490 8227 14073 939 76 13058 4633477 3901978 407206 324293 6150407 6204828 70723 175045 30019607 34406768 42220632 44489066 217457 126902 248862 266503 78927688 85669112 154512 275726 433736 338931 588248 614657 X 5671274 6611371 72668166 78443084 78339440 85054455 78927688 85669112 X 394262 6276712 44041 X 0 1 X 1 0 X 4264654 2701927 2619314 2811229 3252980 15650104 4264654 2701927 2619314 2811229 3252980 15650104 1267005 14383099 973926 556642 703383 2984424 1933688 7152063 9160 67849 78706 131157 176698 463570 23265737 107012 0.61820 0.58210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 185989 0 0 185989 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 $185,989 WHICH INCLUDES EXPENSES REIMBURSED UNDER AN ACCOUNTABLE AND TRANSPARENT PLAN. 70189425 576598 7242050 1128240 45063 76834770 62112973 1002035 8200033 1072802 52814 70189425 58743168 284700 4336162 1174753 76304 62112973 67916997 569070 -9050840 593275 98784 58743168 51344254 1120911 16471305 963979 55494 67916997 0.02670 0.48720 0.48610 1 0 0 LIMITED PARTNERSHIPS AND LLCS 44489066 F 44489066 ANNUITIES AND TRUSTS PAYABLE 338931 338931 11348492 6276712 44041 6320753 5027739 0 5027739 4633477 0 4633477 0 4633477 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 44,041. X X X X X X 1 GONSER GERBER LLP 1776 LEGACY CIRCLE SUITE 100 NAPERVILLE IL 60563 ASSESSING READINESS FOR A COMPREHENSIVE FUNDRAISING CAMPAIGN 0 0 27832 0 27832 1 TRUMAN STATE UNIVERSITY 100 EAST NORMAL STREET KIRKSVILLE MO 63501 436005833 170(B)(1)(A)(V) 1220779 0 SUPPORT OF HIGHER EDUCATION AND ATHLETICS PROGRAMS 1 SCHOLARSHIPS FOR TRUMAN STATE UNIVERSITY STUDENTS 756 1519136 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. 1 0 0 0 0 0 0 0 0 DR SUSAN THOMAS UNIVERSITY PRESIDENT 0 282769 0 55000 0 2886 0 80311 0 18660 0 439626 0 0 DR ERNIE HUGHES SECRETARY EX OFFICIO - THRU 12/24 0 169432 0 0 0 0 0 45579 0 11299 0 226310 0 0 RASHMI PRASAD BOARD MEMBER 0 150464 0 0 0 0 0 9660 0 37571 0 197695 0 0 PART I, LINE 4A DR. ERNIE T. HUGHES RECEIVED $27,896 IN SEVERANCE PAYMENTS. 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 8 39969 MARKET VALUE X EVENT DONATION 2 359 COST X TEL-ALUMNI CALLER INCENTIVES 5 315 COST X BASEBALL TICKETS 1 184 FMV 0 1 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 44,041. TRUMAN STATE UNIVERSITY 100 EAST NORMAL STREET KIRKSVILLE MO 63501 436005833 HIGHER EDUCATION MO 501(C)(3) LINE 5 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 1220779 CASH PAID