TRUMAN STATE UNIVERSITY FOUNDATION

EIN: 431381504 501(c)(3) Education

KIRKSVILLE, MO

Total Revenue
$5,027,739
Total Expenses
$4,633,477
Total Assets
$85,669,112
Net Assets
$85,054,455
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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MO
Principal Officer
DR SUSAN THOMAS
Phone
6607854150
Tax Period
2024-07-01 to 2025-06-30

TRUMAN STATE UNIVERSITY FOUNDATION, founded in 1984, is a community nonprofit in the Education sector that reported $5.0M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $4.6M left a modest 8% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $1,519,136

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...

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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.

Program 2
Expenses: $2,124,862 Revenue: $9,428

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...

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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.

Program 3
Expenses: $257,980

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...

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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.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,252,980
Program Service Revenue $9,428
Investment Income $1,601,094
Other Revenue $164,237
TOTAL REVENUE $5,027,739

Expense Breakdown

Grants Paid $2,739,915
Salaries & Benefits $0
Fundraising Expenses $324,293
Program Expenses $3,901,978
Other Expenses $1,865,730
TOTAL EXPENSES $4,633,477

Year-over-Year Comparison

2024 2023 Change
Revenue $5,027,739 $6,897,011 -0.3%
Expenses $4,633,477 $4,880,842 -0.1%
Net Income $394,262 $2,016,169 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
20
Employees
N/A
Volunteers
135

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,012,983
Total Directors
22
$637,321
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CALANEET BALAS PRESIDENT 5.00
Officer Director
$0 $0 $0
PAUL GARNETT VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
DR SUSAN THOMAS UNIVERSITY PRESIDENT 5.00
Officer Director
$0 $98,971 $439,626
RASHMI PRASAD BOARD MEMBER 2.00
Director
$0 $47,231 $197,695
EMMA SUCHSLAND STUDENT REPRESENTATIVE 2.00
Director
$0 $0 $0
JOHN AYRES BOARD MEMBER 2.00
Director
$0 $0 $0
PHILIP CHRISTOFFERSON BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID CLEAVER BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID CLITHERO BOARD MEMBER 2.00
Director
$0 $0 $0
ROBERT GAYDEN BOARD MEMBER 2.00
Director
$0 $0 $0
NANCY GINGRICH BOARD MEMBER 2.00
Director
$0 $0 $0
AMANDA GIOIA BOARD MEMBER 2.00
Director
$0 $0 $0
LAUREN GRAMLICH BOARD MEMBER 2.00
Director
$0 $0 $0
LORI HART BOARD MEMBER 2.00
Director
$0 $0 $0
JESSICA HILL BOARD MEMBER 2.00
Director
$0 $0 $0
BILL LOVEGREEN BOARD MEMBER 2.00
Director
$0 $0 $0
TONY MAREK BOARD MEMBER 2.00
Director
$0 $0 $0
OVETTA SAMPSON BOARD MEMBER 2.00
Director
$0 $0 $0
AMY KRISTIN SANDERS BOARD MEMBER 2.00
Director
$0 $0 $0
ROBERT STILLEY BOARD MEMBER 2.00
Director
$0 $0 $0
JASON TURK BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID WOODS BOARD MEMBER 2.00
Director
$0 $0 $0
CHARLES HUNSAKER SECRETARY EX OFFICIO - AS OF 11/24 5.00
Officer
$0 $31,305 $121,069
DR ERNIE HUGHES SECRETARY EX OFFICIO - THRU 12/24 5.00
Officer
$0 $56,878 $226,310
MARK HERRMANN GENERAL COUNSEL EX OFFICIO 2.00
Officer
$0 $22,124 $81,486
MICHAEL GARZANELLI TREASURER EX OFFICIO 8.00
Officer
$0 $38,235 $144,492
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $5,027,739 $4,633,477 $85,669,112 $394,262
2024 $6,897,011 $4,880,842 $78,927,688 $2,016,169
2023 $1,852,234 $3,945,825 $72,042,524 $-2,093,591
2022 $10,814,478 $3,082,008 $67,951,751 $7,732,470
2021 $10,024,797 $2,493,521 $76,944,452 $7,531,276
2020 $10,154,800 $3,979,744 $60,884,322 $6,175,056
2019 $7,668,230 $3,754,047 $58,865,509 $3,914,183
2018 $5,647,415 $2,904,668 $55,463,013 $2,742,747
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