{"success":true,"data":{"_id":346555110,"filings":[{"Organization":{"value":null,"Person":["MARK LUETKE","JOHN HUBER","JENNIFER SCROGGS","SUSAN FARRELL PALMER","JAMES BECKMAN","MICHAEL BELL","SHERI BOKROS","JAMES CALDWELL","CHRISTY CONTARDI STONE","MUI-LING Y DONG","LAVELLE EDMONDSON","DANA FITZSIMMONS","GARY LEIDICH","JONATHAN LYONS","GERALD MILLER","NANCY MILLER","RUSSELL MITCHELL","SUSAN PAYDEN","TERRENCE PERRIS","GREGORY POSTEL","NADEEM SALEM","ROBERT SCHOONMAKER","RASESH SHAH","MARTIN SUTTER","PAUL TOTH JR","THOMAS WAKEFIELD","ROBIN WHITNEY","BRENDA S LEE","DONNA WELCH","CHERYL ZWYER","WILLIAM PIERCE","BARBARA TARTAGALIA-POURE","ETHAN ROSS","MAREN KURTZ","BARBARA FISCHER","KEITH MALY","JENNIFER SCHAEFER"],"Title":["CHAIR","VICE-CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EX-OFFICIO CHIEF MAGISTRATE","TRUSTEE","TRUSTEE","TRUSTEE","EX-OFFICIO PRESIDENT","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRESIDENT","VP OF FINANCE AND CFO","SENIOR ASSOCIATE VP OF DEV","ASSOCIATE VP OF ALUMNI ENG","EXECUTIVE DIRECTOR OF DEV","SENIOR DIRECTOR OF PLANNED GIVING","DIRECTOR OF HUMAN RESOURCES","ASSOCIATE VP OF ADV. SERVICES","DIRECTOR OF INFORMATION SYSTEMS","DIRECTOR OF DEVELOPMENT"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,264216,182456,221852,202566,169320,159591,129303,128072,120460,139647],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,238324,156105,195273,168941,155509,127861,106174,104263,102832,100740],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,25892,26351,26579,33625,13811,31730,23129,23809,17628,38907]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2020,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Bulgaria","Caribbean Netherlands","Cayman Islands","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hungary","Iceland","Ireland","Isle of Man","Italy","Jamaica","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Malta","Martinique","Moldova","Monaco","Montenegro","Montserrat","Netherlands","Nicaragua","North Macedonia","Norway","Panama","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Trinidad and Tobago","Turks and Caicos Islands","Ukraine","United Kingdom","United States Virgin Islands","Vatican City","Åland Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":27,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43615, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43615},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":27,"Number of employees total":122,"Total Gross UBI":-122333,"Net unrelated business taxable income":0,"Number of employees":122,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":41543760,"Contributions":{"value":19636690,"Other contributions":18656760,"Contributions from gifts and grants":0,"Fundraising revenue":74930,"Dues":0,"Campaigns":0,"Grant revenue":905000,"Related organizations":0},"Program revenue":{"value":3131350,"Total revenue":3131350,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":18959488,"Investment income total":4729628,"Net investment gain":14229860,"Income from invest bond proceeds":0},"Other revenues":{"value":-183768,"Other total":475337,"Royalties revenue":0,"Net rental income":-1085323,"Net income from fundraising events":61525,"Net income from gaming":39848,"Net income":324845,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":21399976,"Grant expense":{"value":13012976,"Grants to domestic orgs":13004304,"Grants to domestic individuals":8172,"Grants and similar":0,"Foreign grants":500},"Total professional fundraising expense":{"value":167603,"Fundraising professional":167603,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5853439,"Current officers":443267,"Disqualified persons":0,"Other salaries and wages":4131892,"Pension plan contributions":303665,"Other employee benefits":646472,"Payroll taxes":328143},"Other expenses":{"value":2365958,"Management services":0,"Legal":28129,"Accounting":51245,"Lobbying services":0,"Investment management fees":849239,"Other services":140479,"Advertising":0,"Office expenses":138927,"Information technology":138008,"Royalties":0,"Occupancy":40066,"Travel":37799,"Conferences and meetings":119598,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":66294,"Insurance":33636,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":722538,"LIFE INSURANCE":313465,"MISCELLANEOUS":239865,"DUES AND SUBSCRIPTIONS":149342,"EQUIPMENT/SUPPLIES":19866},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":13315755,"Management And General Expenses":4049006,"Fundraising Expenses":4035215}},"Assets":{"value":690162176,"Non-interest bearing cash":1852372,"Savings and temp cash investments":0,"Pledges and grants receivable":12631170,"Accounts receivable":856547,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":8303504,"Inventories for sale or use":0,"Prepaid expenses deferred charges":7789,"Land, building, equipment":43153843,"Investments publicly traded":462293176,"Investments other":159457047,"Investments program related":0,"Intangible assets":0,"Other assets":1606728},"Liabilities":{"value":272440321,"Sum of Total Liabilities":0,"Accounts payable, accrued":1810739,"Grants payable":0,"Deferred, revenue":38034,"Tax exempt bond liabilities":0,"Escrow account liability":255528062,"Loans from officers, directors":0,"Secured mortgages and notes payable":10346740,"Unsecured notes loans payable":0,"Other liabilities":4716746},"Fund balance":{"value":417721855,"Net assets without donor restriction":76280162,"Net assets with donor restriction":341441693,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6222322398866241,"percentile":0.5024747649698308},"Fundraising Efficiency":{"score":4.866330542486584,"percentile":0.19835118572730145},"Operating Margin":{"score":0.48488109887020336,"percentile":0.913997023241178},"Liabilities to Assets Ratio":{"score":0.3947482642108744,"percentile":0.16643949933877716},"Operating Reserve Ratio":{"score":32.25060514086558,"percentile":0.9698524268838797},"Officer Compensation Ratio":{"score":0.08025630496034201,"percentile":0.6233112109270263},"Program Expense Growth":{"score":0.020411513075966708,"percentile":0.40683983989730943},"Revenue Growth":{"score":0.007545828153642984,"percentile":0.4035215914661614},"Asset Growth":{"score":0.1281813007978942,"percentile":0.7443514922366574},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.600250553041644,"percentile":0.6062385621261411}},"source_xml":"202231369349308648_public.xml"},{"Organization":{"value":null,"Person":["MARIANNE BALLAS","LAVELLE EDMONDSON","JAMES APPOLD","JOAN UHL BROWNE","ESSIE CALHOUN-MCDAVID","RUSS MITCHELL","GENE COLLINS","KATHLEEN FRANCO-BRONSON MD","JON LYONS","JENNIFER SCROGGS","NEEMA BELL","STEVE LENNEX CCIM","HUSSIEN SHOUSHER","PAUL TOTH JR","KATHLEEN HANLEY","JUSTIN SKIVER","STEVEN REINBOLT","CONSTANCE ZOUHARY","ALAN BARRY","JAMES BECKMAN","GARY LEIDICH","KEVIN LENT","MARK LUETKE","TERRENCE PERRIS","GERRY SEIZERT","DAVID DOBRZYKOWSKI","BRENDA S LEE","BRYAN C DADEY","MATTHEW SCHROEDER","JOHN CUCKLER"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","VICE-CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRESIDENT","VP - FINANCE AND OPERATIONS","VP - REAL ESTATE AND BUSINESS","CONTROLLER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,25.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,217850,138066,160588,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,192567,115328,136256,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,25283,22738,24332,0]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2013,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"BRENDA S LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":26,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"2801 BANCROFT MS 319, TOLEDO, OH, 43606, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43606},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":26,"Number of employees total":46,"Total Gross UBI":-195792,"Net unrelated business taxable income":-204242,"Number of employees":46,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":43829744,"Contributions":{"value":17808658,"Other contributions":17808658,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2441409,"Total revenue":2441409,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":22055063,"Investment income total":4255885,"Net investment gain":17799178,"Income from invest bond proceeds":0},"Other revenues":{"value":1524614,"Other total":1072431,"Royalties revenue":0,"Net rental income":-382478,"Net income from fundraising events":38227,"Net income from gaming":19141,"Net income":777293,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16280071,"Grant expense":{"value":11301758,"Grants to domestic orgs":8094423,"Grants to domestic individuals":3207335,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":91,"Fundraising professional":91,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3071415,"Current officers":524999,"Disqualified persons":0,"Other salaries and wages":1978114,"Pension plan contributions":139190,"Other employee benefits":250552,"Payroll taxes":178560},"Other expenses":{"value":1906807,"Management services":0,"Legal":18164,"Accounting":64850,"Lobbying services":0,"Investment management fees":450960,"Other services":206207,"Advertising":1349,"Office expenses":149450,"Information technology":136657,"Royalties":0,"Occupancy":114420,"Travel":105426,"Conferences and meetings":199512,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":65159,"Insurance":18621,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":236161,"DUES AND SUBSCRIPTIONS":130814,"LIFE INSURANCE":58309,"EQUIPMENT/SUPPLIES":47038},"All other expenses":139871},"Functional Expenses":{"value":null,"Program Service Expenses":11511957,"Management And General Expenses":2869757,"Fundraising Expenses":1898357}},"Assets":{"value":286956670,"Non-interest bearing cash":1598175,"Savings and temp cash investments":0,"Pledges and grants receivable":22065135,"Accounts receivable":955268,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":7520333,"Inventories for sale or use":0,"Prepaid expenses deferred charges":215078,"Land, building, equipment":14643047,"Investments publicly traded":200260680,"Investments other":39297679,"Investments program related":0,"Intangible assets":0,"Other assets":401275},"Liabilities":{"value":18767680,"Sum of Total Liabilities":0,"Accounts payable, accrued":2361019,"Grants payable":0,"Deferred, revenue":34420,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":10391507,"Unsecured notes loans payable":0,"Other liabilities":5980734},"Fund balance":{"value":268188990,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":24615912,"Temporarily restricted net assets":137876786,"Permanently restricted net assets":105696292},"Ratings":{"Program Expense Ratio":{"score":0.707119581972339,"percentile":0.5414168673922325},"Fundraising Efficiency":{"score":9.381090068938562,"percentile":0.3794711390297783},"Operating Margin":{"score":0.6285611205030082,"percentile":0.9475109335662675},"Liabilities to Assets Ratio":{"score":0.06540248742083604,"percentile":0.36522033387247166},"Operating Reserve Ratio":{"score":17.626254209825007,"percentile":0.9376552439959186},"Officer Compensation Ratio":{"score":0.03172615156285252,"percentile":0.8507575161888836},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7047316525360757,"percentile":0.8565459885772749}},"source_xml":"201531209349300508_public.xml"},{"Organization":{"value":null,"Person":["SUSAN PAYDEN","NANCY MILLER","YVONNE MCNULTY","NADEEM SALEM","MICHAEL BELL","SHERI BOKROS","JAMES CALDWELL","TIFFANY CAVANAUGH","MUI-LING Y DONG","DANA FITZSIMMONS","MATTHEW FORTUNAK","JOHN HUBER","JAMES JAROS","GEORGE LATHROP","EVA MCQUILLEN","SHAWN NELSON","DAVID NOTTKE","STEVEN REINBOLT","BRADLEY J RIEGER","MATTHEW RUBIN","ROBERT SCHOONMAKER","RASESH SHAH","MARTIN SUTTER","THOMAS WAKEFIELD","ROBIN WHITNEY","GREGORY POSTEL","JEFFREY WILLIAMS","BRENDA S LEE","RANDY ROTHENBUHLER","FLOYD AKINS","WILLIAM PIERCE","BARB FISCHER","DAVID ZELENKA","JENNIFER SCHAEFER","MAREN KURTZ"],"Title":["CHAIR","VICE-CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EX-OFFICIO","EX-OFFICIO","PRESIDENT","CFO","VICE-PRESIDENT FOR ADVANCEMENT","ASSOCIATE VP OF ALUMNI ENG","ASSOCIATE VP OF ADVANCEMENT SERVICES","ASSOCIATE VP OF HEALTH FINANCE","DIRECTOR OF DEVELOPMENT","ASSOCIATE VP OF HR & ADV. OPERATIONS"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,38.0,35.0,40.0,10.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,283376,209230,372475,237541,212042,168739,173626,159272],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,255208,179462,262200,199007,180300,149805,138880,133084],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,28168,29768,110275,38534,31742,18934,34746,26188]},"Basic":{"value":null,"mission":"Aligning donor passion and generosity to advance the university of toledo through fundraising, stewardship, and prudent asset management to provide scholarship opportunities for students, tier one athletic programs, education events enlisting academic and technical scholars in the fields of stem, business, medicine, and fine arts, as well as supporting main campus and hospital infrastructure, state of the art medical technology, and world-class research.","year":2023,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Bulgaria","Caribbean Netherlands","Cayman Islands","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hungary","Iceland","Ireland","Isle of Man","Italy","Jamaica","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Malta","Martinique","Moldova","Monaco","Montenegro","Montserrat","Netherlands","Nicaragua","North Macedonia","Norway","Panama","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Trinidad and Tobago","Turks and Caicos Islands","Ukraine","United Kingdom","United States Virgin Islands","Vatican City","Åland Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43615, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43615},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":72,"Total Gross UBI":851789,"Net unrelated business taxable income":13371,"Number of employees":72,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":35443468,"Contributions":{"value":18171879,"Other contributions":15313754,"Contributions from gifts and grants":0,"Fundraising revenue":169412,"Dues":0,"Campaigns":0,"Grant revenue":1647974,"Related organizations":1040739},"Program revenue":{"value":4563955,"Total revenue":4563955,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":12415015,"Investment income total":6495625,"Net investment gain":5919390,"Income from invest bond proceeds":0},"Other revenues":{"value":292619,"Other total":1197935,"Royalties revenue":0,"Net rental income":-1192514,"Net income from fundraising events":-42138,"Net income from gaming":63752,"Net income":265584,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":29230416,"Grant expense":{"value":17880996,"Grants to domestic orgs":17880996,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":204350,"Fundraising professional":204350,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7128700,"Current officers":903574,"Disqualified persons":0,"Other salaries and wages":4779414,"Pension plan contributions":256751,"Other employee benefits":716389,"Payroll taxes":472572},"Other expenses":{"value":4016370,"Management services":0,"Legal":44328,"Accounting":80905,"Lobbying services":0,"Investment management fees":580413,"Other services":1634612,"Advertising":0,"Office expenses":9325,"Information technology":636989,"Royalties":0,"Occupancy":29719,"Travel":138835,"Conferences and meetings":470646,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":19262,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":303587,"DUES AND SUBSCRIPTIONS":280355,"EQUIPMENT/SUPPLIES":13951,"DONOR APPRECIATION GIFT":9281},"All other expenses":67749},"Functional Expenses":{"value":null,"Program Service Expenses":18430103,"Management And General Expenses":5252442,"Fundraising Expenses":5547871}},"Assets":{"value":784710766,"Non-interest bearing cash":2736103,"Savings and temp cash investments":0,"Pledges and grants receivable":8782221,"Accounts receivable":1851074,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":12006085,"Inventories for sale or use":0,"Prepaid expenses deferred charges":380212,"Land, building, equipment":40278951,"Investments publicly traded":478830070,"Investments other":237777769,"Investments program related":0,"Intangible assets":0,"Other assets":2068281},"Liabilities":{"value":356885472,"Sum of Total Liabilities":0,"Accounts payable, accrued":3278996,"Grants payable":0,"Deferred, revenue":42969,"Tax exempt bond liabilities":0,"Escrow account liability":339477464,"Loans from officers, directors":0,"Secured mortgages and notes payable":9340523,"Unsecured notes loans payable":0,"Other liabilities":4745520},"Fund balance":{"value":427825294,"Net assets without donor restriction":72491327,"Net assets with donor restriction":355333967,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6305111429136007,"percentile":0.5052252422804573},"Fundraising Efficiency":{"score":3.2754689141113773,"percentile":0.12649806019026552},"Operating Margin":{"score":0.1752946974601921,"percentile":0.7298137905495754},"Liabilities to Assets Ratio":{"score":0.4547987455546137,"percentile":0.14793365812730547},"Operating Reserve Ratio":{"score":26.845692719528863,"percentile":0.96235625499797},"Officer Compensation Ratio":{"score":0.062137364038883335,"percentile":0.6995209389576894},"Program Expense Growth":{"score":0.03263781169281031,"percentile":0.4603106595452789},"Revenue Growth":{"score":-0.017267121502357263,"percentile":0.3051563461073824},"Asset Growth":{"score":0.09631608781938185,"percentile":0.6737798048517633},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5625850386253706,"percentile":0.49467610781014176}},"source_xml":"202531359349306363_public.xml"},{"Organization":{"value":null,"Person":["GARY LEIDICH","CONNIE ZOUHARY","KATHLEEN HANLEY","MARK LUETKE","ESSIE CALHOUN-MCDAVID","LAVELLE EDMONDSON","JONATHAN M LYONS","RUSS J MITCHELL","JENNIFER SCROGGS","JUSTIN SKIVER","ALAN BARRY","JAMES BECKMAN","KEVIN LENT","STEVE LENNEX","TERRENCE PERRIS","GERRY SEIZERT","PAUL L TOTH JR","JAMES APPOLD","NEEMA BELL","JOHN HUBER","PATRICK J KENNEY CPA","GERALD MILLER","SUSAN PALMER","STEVEN REINBOLT","CHRISTY CONTARDI STONE","THOMAS WAKEFIELD MD","BRENDA S LEE","MATTHEW SCHROEDER","JOHN CUCKLER"],"Title":["CHAIR","VICE-CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRES-CHIEF EXECUTIVE OFFICER","VP - CHIEF OPERATING OFFICER","CONTROLLER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,25.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,221757,161574,79236],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,194047,134594,63397],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,27710,26980,15839]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2014,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"BRENDA S LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":26,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"2801 BANCROFT MS 319, TOLEDO, OH, 43606, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43606},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":26,"Number of employees total":56,"Total Gross UBI":-253812,"Net unrelated business taxable income":-261505,"Number of employees":56,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":37779257,"Contributions":{"value":13715766,"Other contributions":13715766,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2708966,"Total revenue":2708966,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":19648050,"Investment income total":4906755,"Net investment gain":14741295,"Income from invest bond proceeds":0},"Other revenues":{"value":1706475,"Other total":1095835,"Royalties revenue":0,"Net rental income":-328310,"Net income from fundraising events":138943,"Net income from gaming":39973,"Net income":760034,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":19669413,"Grant expense":{"value":14024121,"Grants to domestic orgs":10389161,"Grants to domestic individuals":3634960,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":3772155,"Current officers":553662,"Disqualified persons":0,"Other salaries and wages":2491909,"Pension plan contributions":172552,"Other employee benefits":332628,"Payroll taxes":221404},"Other expenses":{"value":1873137,"Management services":0,"Legal":13658,"Accounting":71350,"Lobbying services":0,"Investment management fees":496573,"Other services":38770,"Advertising":0,"Office expenses":173573,"Information technology":266456,"Royalties":0,"Occupancy":100016,"Travel":113932,"Conferences and meetings":286055,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":60557,"Insurance":39750,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":170176,"DUES AND SUBSCRIPTIONS":92304,"LIFE INSURANCE":56725,"EQUIPMENT/SUPPLIES":21147},"All other expenses":42271},"Functional Expenses":{"value":null,"Program Service Expenses":14367175,"Management And General Expenses":3029968,"Fundraising Expenses":2272270}},"Assets":{"value":290701106,"Non-interest bearing cash":1462867,"Savings and temp cash investments":0,"Pledges and grants receivable":19971122,"Accounts receivable":917491,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":9549586,"Inventories for sale or use":0,"Prepaid expenses deferred charges":197422,"Land, building, equipment":14213682,"Investments publicly traded":188892767,"Investments other":55141499,"Investments program related":0,"Intangible assets":0,"Other assets":354670},"Liabilities":{"value":17380627,"Sum of Total Liabilities":0,"Accounts payable, accrued":1351647,"Grants payable":0,"Deferred, revenue":61062,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":10152768,"Unsecured notes loans payable":0,"Other liabilities":5815150},"Fund balance":{"value":273320479,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":25666498,"Temporarily restricted net assets":135534290,"Permanently restricted net assets":112119691},"Ratings":{"Program Expense Ratio":{"score":0.7304323214932749,"percentile":0.5573244020526371},"Fundraising Efficiency":{"score":6.036151513684553,"percentile":0.25112111498016987},"Operating Margin":{"score":0.4793594537870345,"percentile":0.9123409132735196},"Liabilities to Assets Ratio":{"score":0.05978865109649772,"percentile":0.3731367772637665},"Operating Reserve Ratio":{"score":14.779348321172574,"percentile":0.9251080026328452},"Officer Compensation Ratio":{"score":0.023517071912618846,"percentile":0.8940288061763662},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6888854224283009,"percentile":0.829462663160002}},"source_xml":"201610699349300431_public.xml"},{"Organization":{"value":null,"Person":["GARY LEIDICH","CONSTANCE ZOUHARY","MARK LUETKE","JOHN HUBER","JAMES APPOLD","ALAN BARRY","JAMES BECKMAN","MICHAEL BELL","NEEMA BELL","CHRISTY CONTARDI STONE","STUART CUBBON","LAVELLE EDMONDSON","SUSAN FARRELL PALMER","DANA FITZSIMMONS","PATRICK KENNEY","KEVIN LENT","JONATHAN LYONS","GERALD MILLER","RUSSELL MITCHELL","SUSAN PAYDEN","TERRENCE PERRIS","STEVEN REINBOLT","JENNIFER SCROGGS","GARY SEIZERT","JUSTIN SKIVER","PAUL TOTH JR","BRENDA S LEE","JOHN CUCKLER","DEREK GROVES"],"Title":["CHAIR","VICE-CHAIR","SECRETARY","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRESIDENT","CONTROLLER","CHIEF OPERATING OFFICER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,25.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,238098,119644,139379],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,207954,99823,120076],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,30144,19821,19303]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2016,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"2801 W BANCROFT MS 319, TOLEDO, OH, 43606, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43606},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":26,"Number of employees total":70,"Total Gross UBI":54132,"Net unrelated business taxable income":0,"Number of employees":70,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":29599699,"Contributions":{"value":12417630,"Other contributions":12417630,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2674382,"Total revenue":2674382,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":12672211,"Investment income total":3666678,"Net investment gain":9005533,"Income from invest bond proceeds":0},"Other revenues":{"value":1835476,"Other total":1139206,"Royalties revenue":0,"Net rental income":-163821,"Net income from fundraising events":113204,"Net income from gaming":96846,"Net income":650041,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":20226641,"Grant expense":{"value":14014917,"Grants to domestic orgs":9688576,"Grants to domestic individuals":4326341,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":4441137,"Current officers":553053,"Disqualified persons":2886560,"Other salaries and wages":0,"Pension plan contributions":221196,"Other employee benefits":522904,"Payroll taxes":257424},"Other expenses":{"value":1770587,"Management services":0,"Legal":20867,"Accounting":84065,"Lobbying services":0,"Investment management fees":394155,"Other services":181155,"Advertising":0,"Office expenses":198455,"Information technology":145257,"Royalties":0,"Occupancy":115256,"Travel":106405,"Conferences and meetings":217326,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":54086,"Insurance":33538,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":220022,"DUES AND SUBSCRIPTIONS":125707,"LIFE INSURANCE":62313,"MISCELLANEOUS":23419,"EQUIPMENT/SUPPLIES":8583},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":14289464,"Management And General Expenses":3186320,"Fundraising Expenses":2750857}},"Assets":{"value":513229347,"Non-interest bearing cash":1300894,"Savings and temp cash investments":0,"Pledges and grants receivable":19649168,"Accounts receivable":1403345,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":8739322,"Inventories for sale or use":0,"Prepaid expenses deferred charges":81897,"Land, building, equipment":14914749,"Investments publicly traded":314721444,"Investments other":152097131,"Investments program related":0,"Intangible assets":0,"Other assets":321397},"Liabilities":{"value":224389366,"Sum of Total Liabilities":0,"Accounts payable, accrued":1018837,"Grants payable":0,"Deferred, revenue":83879,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":9638793,"Unsecured notes loans payable":0,"Other liabilities":213647857},"Fund balance":{"value":288839981,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":18745254,"Temporarily restricted net assets":148722600,"Permanently restricted net assets":121372127},"Ratings":{"Program Expense Ratio":{"score":0.7064674752471258,"percentile":0.54102958117503},"Fundraising Efficiency":{"score":4.514095062011584,"percentile":0.18216546322618057},"Operating Margin":{"score":0.31666058496067817,"percentile":0.8451325224250456},"Liabilities to Assets Ratio":{"score":0.4372107076721784,"percentile":0.15306161744776176},"Operating Reserve Ratio":{"score":25.373928721036776,"percentile":0.9595783082494267},"Officer Compensation Ratio":{"score":0.02457753613167901,"percentile":0.8885432178113616},"Program Expense Growth":{"score":0.06263232763340118,"percentile":0.5761203289457335},"Revenue Growth":{"score":-0.1484921145532949,"percentile":0.10253591205232244},"Asset Growth":{"score":0.1951221827432258,"percentile":0.8415650660937578},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6077298832829454,"percentile":0.6278675053490903}},"source_xml":"201840959349300519_public.xml"},{"Organization":{"value":null,"Person":["JOHN HUBER","SUSAN PAYDEN","SUSAN PALMER","MICHAEL BELL","SHERI BOKROS","JAMES CALDWELL","TIFFANY CAVANAUGH","CHRISTI CONTARDI STONE","MUI-LING Y DONG","DANA FITZSIMMONS","MATTHEW FORTUNAK","JAMES JAROS","GEORGE LATHROP","YVONNE MCNULTY","GERALD MILLER","THE HONORABLE NANCY MILLER","SHAWN NELSON","MATTHEW RUBIN","STEVEN REINBOLT","NADEEM SALEM","ROBERT SCHOONMAKER","RASESH SHAH","MARTIN SUTTER","THOMAS WAKEFIELD","ROBIN WHITNEY","BRENDA S LEE","DONNA WELCH - VP OF FINANCE","RANDY ROTHENBUHLER","FLOYD AKINS","WILLIAM PIERCE","BARB FISCHER","JENNIFER SCHAEFER","JENNIFER BROOKET","ROBIN HOPSON"],"Title":["CHAIR","VICE-CHAIR","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRESIDENT","AND CFO (THROUGH 10/10/22)","CFO","VICE-PRESIDENT FOR ADVANCEMENT","ASSOCIATE VP OF ALUMNI ENG","ASSOCIATE VP OF ADVANCEMENT SERVICES","DIRECTOR OF DEVELOPMENT","ASST. VICE-PRESIDENT OF DEVELOPMENT","ASSISTANT CONTROLLER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,38.0,35.0,35.0,40.0,10.0,40.0,40.0,40.0,35.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,272215,171619,123555,329270,217080,196891,172549,134229,131610],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,244096,147729,106292,257116,179436,166290,138164,120243,119416],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,28119,23890,17263,72154,37644,30601,34385,13986,12194]},"Basic":{"value":null,"mission":"Aligning donor passion and generosity to advance the university of toledo through fundraising, stewardship, and prudent asset management to provide scholarship opportunities for students, tier one athletic programs, education events enlisting academic and technical scholars in the fields of stem, business, medicine, and fine arts, as well as supporting main campus and hospital infrastructure, state of the art medical technology, and world-class research.","year":2022,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Bulgaria","Caribbean Netherlands","Cayman Islands","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hungary","Iceland","Ireland","Isle of Man","Italy","Jamaica","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Malta","Martinique","Moldova","Monaco","Montenegro","Montserrat","Netherlands","Nicaragua","North Macedonia","Norway","Panama","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Trinidad and Tobago","Turks and Caicos Islands","Ukraine","United Kingdom","United States Virgin Islands","Vatican City","Åland Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43615, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43615},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":106,"Total Gross UBI":-924950,"Net unrelated business taxable income":0,"Number of employees":106,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":29920252,"Contributions":{"value":13141772,"Other contributions":12992996,"Contributions from gifts and grants":0,"Fundraising revenue":148776,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3630421,"Total revenue":3630421,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":12799589,"Investment income total":5529065,"Net investment gain":7270524,"Income from invest bond proceeds":0},"Other revenues":{"value":348470,"Other total":968118,"Royalties revenue":0,"Net rental income":-947575,"Net income from fundraising events":-2107,"Net income from gaming":56913,"Net income":273121,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28195347,"Grant expense":{"value":18106836,"Grants to domestic orgs":18106836,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":105700,"Fundraising professional":105700,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7409852,"Current officers":561792,"Disqualified persons":0,"Other salaries and wages":5066282,"Pension plan contributions":344783,"Other employee benefits":1000502,"Payroll taxes":436493},"Other expenses":{"value":2572959,"Management services":0,"Legal":35442,"Accounting":75286,"Lobbying services":0,"Investment management fees":853959,"Other services":438726,"Advertising":0,"Office expenses":100668,"Information technology":145710,"Royalties":0,"Occupancy":37184,"Travel":147348,"Conferences and meetings":365975,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":28812,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":295277,"DUES AND SUBSCRIPTIONS":261729,"EQUIPMENT/SUPPLIES":20152,"DONOR APPRECIATION GIFT":13396},"All other expenses":48572},"Functional Expenses":{"value":null,"Program Service Expenses":18307630,"Management And General Expenses":4405052,"Fundraising Expenses":5482665}},"Assets":{"value":719025431,"Non-interest bearing cash":2402046,"Savings and temp cash investments":0,"Pledges and grants receivable":10038132,"Accounts receivable":1191041,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":9491860,"Inventories for sale or use":0,"Prepaid expenses deferred charges":487709,"Land, building, equipment":40339163,"Investments publicly traded":446031197,"Investments other":207354101,"Investments program related":0,"Intangible assets":0,"Other assets":1690182},"Liabilities":{"value":324589479,"Sum of Total Liabilities":0,"Accounts payable, accrued":3174100,"Grants payable":0,"Deferred, revenue":54956,"Tax exempt bond liabilities":0,"Escrow account liability":306915279,"Loans from officers, directors":0,"Secured mortgages and notes payable":9693220,"Unsecured notes loans payable":0,"Other liabilities":4751924},"Fund balance":{"value":394435952,"Net assets without donor restriction":68593491,"Net assets with donor restriction":325842461,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6493138743779249,"percentile":0.5121921648554373},"Fundraising Efficiency":{"score":2.396967897910961,"percentile":0.09030651970003754},"Operating Margin":{"score":0.05765008262630943,"percentile":0.5417179318231333},"Liabilities to Assets Ratio":{"score":0.45142976173814914,"percentile":0.14892241979702836},"Operating Reserve Ratio":{"score":25.501563467191946,"percentile":0.9598398143670329},"Officer Compensation Ratio":{"score":0.062032150198399756,"percentile":0.6999893042748225},"Program Expense Growth":{"score":0.031121382761573335,"percentile":0.4537592512774196},"Revenue Growth":{"score":-0.020210817194024365,"percentile":0.29575897762812614},"Asset Growth":{"score":0.10275141878184998,"percentile":0.6897735718609285},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5318330287742543,"percentile":0.4055127377242903}},"source_xml":"202421349349305837_public.xml"},{"Organization":{"value":null,"Person":["BRENDA S LEE","CHERYL ZWYER","BRETT LONEY","DONNA WELCH","BARBARA TARTAGALIA-POURE","KIRK ROSS","WILLIAM PIERCE","MARK LUETKE","JOHN HUBER","JENNIFER SCROGGS","SUSAN FARRELL PALMER","JAMES APPOLD","JAMES BECKMAN","MICHAEL BELL","NEEMA BELL","SHERI BOKROS","JAMES CALDWELL","CHRISTY CONTARDI STONE","MUI-LING Y DONG","LAVELLE EDMONDSON","DANA FITZSIMMONS","GARY LEIDICH","JONATHAN LYONS","GERALD MILLER","RUSSELL MITCHELL","SUSAN PAYDEN","TERRENCE PERRIS","STEVEN REINBOLT","NADEEM SALEM","PAUL TOTH JR","THOMAS WAKEFIELD","CONSTANCE ZOUHARY","ROBIN WHITNEY"],"Title":["PRESIDENT","SENIOR ASSOCIATE VP OF DEV","ASSOCIATE VP OF DEVELOPMENT","VP OF FINANCE AND CFO","EXECUTIVE DIRECTOR OF DEV","DIRECTOR OF PLANNED GIVING","ASSOCIATE VP OF ALUMNI ENGAGEMENT","CHAIR","VICE-CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EX-OFFICIO ALUMNI PRESIDENT"],"Hours":[35.0,40.0,40.0,35.0,40.0,40.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[269371,226346,185720,174066,164055,154485,147674,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[238986,203027,157437,149225,150682,125491,121939,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[30385,23319,28283,24841,13373,28994,25735,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2019,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43615, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43615},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":172,"Total Gross UBI":-371413,"Net unrelated business taxable income":0,"Number of employees":172,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":37806830,"Contributions":{"value":14356938,"Other contributions":14234629,"Contributions from gifts and grants":0,"Fundraising revenue":122309,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3119514,"Total revenue":3119514,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":20113976,"Investment income total":5224778,"Net investment gain":14889198,"Income from invest bond proceeds":0},"Other revenues":{"value":216402,"Other total":755176,"Royalties revenue":0,"Net rental income":-1014553,"Net income from fundraising events":-3373,"Net income from gaming":37958,"Net income":441194,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":22804329,"Grant expense":{"value":14934228,"Grants to domestic orgs":9906024,"Grants to domestic individuals":4738344,"Grants and similar":0,"Foreign grants":289860},"Total professional fundraising expense":{"value":137050,"Fundraising professional":137050,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5781045,"Current officers":441692,"Disqualified persons":0,"Other salaries and wages":4162360,"Pension plan contributions":302945,"Other employee benefits":554164,"Payroll taxes":319884},"Other expenses":{"value":1952006,"Management services":0,"Legal":40848,"Accounting":68803,"Lobbying services":0,"Investment management fees":641705,"Other services":157907,"Advertising":0,"Office expenses":180486,"Information technology":125550,"Royalties":0,"Occupancy":42116,"Travel":73728,"Conferences and meetings":221950,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":64183,"Insurance":22904,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":311826,"DUES AND SUBSCRIPTIONS":138286,"MISCELLANEOUS":77383,"LIFE INSURANCE":77257,"EQUIPMENT/SUPPLIES":18900},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":15232943,"Management And General Expenses":3367527,"Fundraising Expenses":4203859}},"Assets":{"value":551844230,"Non-interest bearing cash":5296882,"Savings and temp cash investments":0,"Pledges and grants receivable":11764774,"Accounts receivable":822686,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":8303504,"Inventories for sale or use":0,"Prepaid expenses deferred charges":74947,"Land, building, equipment":44222778,"Investments publicly traded":357079427,"Investments other":124043815,"Investments program related":0,"Intangible assets":0,"Other assets":235417},"Liabilities":{"value":219017387,"Sum of Total Liabilities":0,"Accounts payable, accrued":1122855,"Grants payable":0,"Deferred, revenue":54923,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":8767143,"Unsecured notes loans payable":905000,"Other liabilities":208167466},"Fund balance":{"value":332826843,"Net assets without donor restriction":50683309,"Net assets with donor restriction":282143534,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6679847058863253,"percentile":0.5202371649762755},"Fundraising Efficiency":{"score":3.415180670902616,"percentile":0.13274519799884216},"Operating Margin":{"score":0.39681986032682454,"percentile":0.8836506321281665},"Liabilities to Assets Ratio":{"score":0.3968826257366141,"percentile":0.1657428392105966},"Operating Reserve Ratio":{"score":24.199099653403525,"percentile":0.95711683644692},"Officer Compensation Ratio":{"score":0.05795903926837751,"percentile":0.7187703139415115},"Program Expense Growth":{"score":0.04159224480871502,"percentile":0.498287062307573},"Revenue Growth":{"score":0.0019011104310723032,"percentile":0.37829881481618355},"Asset Growth":{"score":0.1340804358252079,"percentile":0.7552115647885361},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6053498419625467,"percentile":0.6210726258368608}},"source_xml":"202111259349300631_public.xml"},{"Organization":{"value":null,"Person":["JOHN HUBER","SUSAN PAYDEN","JIM BECKMAN","SUSAN PALMER","MICHAEL BELL","SHERI BOKROS","JAMES CALDWELL","TIFFANY CAVANAUGH","CHRISTI CONTARDI STONE","DAVID DMYTRYKA","MUI-LING Y DONG","DANA FITZSIMMONS","MATTHEW FORTUNAK","JAMES JAROS","MARK LUETKE","YVONNE MCNULTY","GERALD MILLER","SHAWN NELSON","TERRENCE PERRIS","NADEEM SALEM","ROBERT SCHOONMAKER","RASESH SHAH","MARTIN SUTTER","PAUL TOTH JR","THOMAS WAKEFIELD","ROBIN WHITNEY","BRENDA S LEE","DONNA WELCH","CHERYL ZWYER","WILLIAM PIERCE","BARBARA TARTAGALIA-POURE","JENNIFER SCHAEFER","ETHAN KIRK ROSS"],"Title":["CHAIR","VICE-CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EX-OFFICIO PRESIDENT","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRESIDENT","VP OF FINANCE AND CFO","SENIOR ASSOCIATE VP OF DEV","ASSOCIATE VP OF ALUMNI ENG","EXECUTIVE DIRECTOR OF DEV","DIRECTOR OF DEVELOPMENT","VP FOR ADVANCEMENT"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,271963,185662,233250,201039,165543,159373,158425],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,243121,158650,198111,166555,151816,122992,126667],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,28842,27012,35139,34484,13727,36381,31758]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2021,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Angola","Anguilla","Antigua and Barbuda","Argentina","Aruba","Australia","Austria","Azerbaijan","Bahamas","Bahrain","Bangladesh","Barbados","Belarus","Belgium","Belize","Benin","Bermuda","Bhutan","Bolivia","Bosnia and Herzegovina","Botswana","Brazil","British Virgin Islands","Bulgaria","Burkina Faso","Burundi","Cameroon","Canada","Cape Verde","Caribbean Netherlands","Cayman Islands","Central African Republic","Chad","Chile","China","Colombia","Comoros","Congo","Congo, Democratic Republic of the","Costa Rica","Cote d'Ivoire","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Djibouti","Dominica","Dominican Republic","Ecuador","Egypt","El Salvador","Equatorial Guinea","Eritrea","Estonia","Ethiopia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Gabon","Gambia","Germany","Ghana","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Guinea","Guinea-Bissau","Guyana","Haiti","Honduras","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Jamaica","Japan","Jersey","Jordan","Kenya","Kosovo","Kuwait","Latvia","Lebanon","Lesotho","Liberia","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Madagascar","Malawi","Malaysia","Maldives","Mali","Malta","Marshall Islands","Martinique","Mauritania","Mauritius","Mayotte","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Morocco","Mozambique","Namibia","Nauru","Nepal","Netherlands","New Zealand","Nicaragua","Niger","Nigeria","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Panama","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Puerto Rico","Qatar","Romania","Russia","Rwanda","Saint Barthélemy","Saint Helena","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Pierre and Miquelon","Saint Vincent and the Grenadines","Samoa","San Marino","Sao Tome and Principe","Saudi Arabia","Senegal","Serbia","Seychelles","Sierra Leone","Sint Maarten","Slovakia","Slovenia","Solomon Islands","Somalia","South Africa","South Korea","South Sudan","Spain","Sri Lanka","Sudan","Suriname","Svalbard and Jan Mayen","Swaziland","Sweden","Switzerland","Syria","Taiwan","Tanzania","Togo","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","Uganda","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","United States Virgin Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Zambia","Zimbabwe","Åland Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43615, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43615},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":26,"Number of employees total":106,"Total Gross UBI":667712,"Net unrelated business taxable income":0,"Number of employees":106,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":29398271,"Contributions":{"value":14789683,"Other contributions":14611247,"Contributions from gifts and grants":0,"Fundraising revenue":178436,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3382148,"Total revenue":3382148,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":10968985,"Investment income total":5643157,"Net investment gain":5325828,"Income from invest bond proceeds":0},"Other revenues":{"value":257455,"Other total":771379,"Royalties revenue":0,"Net rental income":-892989,"Net income from fundraising events":-28667,"Net income from gaming":100347,"Net income":307385,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":25808043,"Grant expense":{"value":16870202,"Grants to domestic orgs":12010297,"Grants to domestic individuals":4634101,"Grants and similar":0,"Foreign grants":225804},"Total professional fundraising expense":{"value":165122,"Fundraising professional":165122,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6494462,"Current officers":454605,"Disqualified persons":0,"Other salaries and wages":4482497,"Pension plan contributions":314340,"Other employee benefits":876238,"Payroll taxes":366782},"Other expenses":{"value":2278257,"Management services":0,"Legal":20705,"Accounting":73525,"Lobbying services":0,"Investment management fees":958309,"Other services":205398,"Advertising":0,"Office expenses":128523,"Information technology":139229,"Royalties":0,"Occupancy":37586,"Travel":100037,"Conferences and meetings":229403,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":16046,"Insurance":39005,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":205296,"DUES AND SUBSCRIPTIONS":172114,"DONOR APPRECIATION GIFT":22761,"EQUIPMENT/SUPPLIES":10421},"All other expenses":125195},"Functional Expenses":{"value":null,"Program Service Expenses":17096853,"Management And General Expenses":4158641,"Fundraising Expenses":4552549}},"Assets":{"value":672998290,"Non-interest bearing cash":1462251,"Savings and temp cash investments":0,"Pledges and grants receivable":10004927,"Accounts receivable":942905,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":8303504,"Inventories for sale or use":0,"Prepaid expenses deferred charges":83126,"Land, building, equipment":41109781,"Investments publicly traded":429076918,"Investments other":180261478,"Investments program related":0,"Intangible assets":0,"Other assets":1753400},"Liabilities":{"value":291905663,"Sum of Total Liabilities":0,"Accounts payable, accrued":2271757,"Grants payable":0,"Deferred, revenue":60282,"Tax exempt bond liabilities":0,"Escrow account liability":275117455,"Loans from officers, directors":0,"Secured mortgages and notes payable":10028404,"Unsecured notes loans payable":0,"Other liabilities":4427765},"Fund balance":{"value":381092627,"Net assets without donor restriction":67835941,"Net assets with donor restriction":313256686,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6624622021902242,"percentile":0.5177372253953421},"Fundraising Efficiency":{"score":3.248659816731242,"percentile":0.12537094480878883},"Operating Margin":{"score":0.12212378068084344,"percentile":0.6590577863357273},"Liabilities to Assets Ratio":{"score":0.4337390857263545,"percentile":0.15411654236988168},"Operating Reserve Ratio":{"score":26.077075662032957,"percentile":0.9609575812422106},"Officer Compensation Ratio":{"score":0.05328784518841665,"percentile":0.7408435557279027},"Program Expense Growth":{"score":0.02583742031907088,"percentile":0.4307408476942179},"Revenue Growth":{"score":-0.011403447466102426,"percentile":0.3250155171646298},"Asset Growth":{"score":0.11319345617412245,"percentile":0.7136440875882122},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5579172302330145,"percentile":0.48074017530257185}},"source_xml":"202331229349302958_public.xml"},{"Organization":{"value":null,"Person":["GARY LEIDICH","CONSTANCE ZOUHARY","MARK LUETKE","JOHN HUBER","JAMES APPOLD","ALAN BARRY","JAMES BECKMAN","MICHAEL BELL","NEEMA BELL","CHRISTY CONTARDI STONE","LAVELLE EDMONDSON","SUSAN FARRELL PALMER","DANA FITZSIMMONS","KEVIN LENT","JONATHAN LYONS","GERALD MILLER","RUSSELL MITCHELL","SUSAN PAYDEN","TERRENCE PERRIS","STEVEN REINBOLT","JENNIFER SCROGGS","PAUL TOTH JR","J LEE JOHNSON","JOSEPH NAPOLI","JUSTIN SKIVER","BRENDA S LEE","JOHN CUCKLER","DEREK GROVES","DONNA WELCH","BRETT LONEY"],"Title":["TRUSTEE","CHAIR","VICE-CHAIR","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRESIDENT","CONTROLLER (THRU 10/31)","CHIEF OPERATING OFFICER","CONTROLLER (FROM 11/1)","ASSOCIATE VP OF DEVELOPMENT"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,25.0,35.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,254528,139204,119841,28782,182974],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,227427,114764,99975,25115,153058],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,27101,24440,19866,3667,29916]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2017,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":22,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43615, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43615},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":22,"Number of independent voting members":22,"Number of employees total":96,"Total Gross UBI":-461973,"Net unrelated business taxable income":-472809,"Number of employees":96,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":60986434,"Contributions":{"value":40804854,"Other contributions":40804854,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3023957,"Total revenue":3023957,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":15447682,"Investment income total":4603313,"Net investment gain":10844369,"Income from invest bond proceeds":0},"Other revenues":{"value":1709941,"Other total":1443848,"Royalties revenue":0,"Net rental income":-419145,"Net income from fundraising events":82342,"Net income from gaming":22413,"Net income":580483,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":21831112,"Grant expense":{"value":15460288,"Grants to domestic orgs":10655585,"Grants to domestic individuals":4804703,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":4182904,"Current officers":552694,"Disqualified persons":0,"Other salaries and wages":2727850,"Pension plan contributions":216651,"Other employee benefits":431525,"Payroll taxes":254184},"Other expenses":{"value":2187920,"Management services":0,"Legal":5517,"Accounting":57740,"Lobbying services":0,"Investment management fees":771213,"Other services":178874,"Advertising":0,"Office expenses":186652,"Information technology":109350,"Royalties":0,"Occupancy":117614,"Travel":91502,"Conferences and meetings":319219,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":55134,"Insurance":29443,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":265662,"DUES AND SUBSCRIPTIONS":143321,"LIFE INSURANCE":62974,"MISCELLANEOUS":38187,"EQUIPMENT/SUPPLIES":21180},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":15723756,"Management And General Expenses":3296355,"Fundraising Expenses":2811001}},"Assets":{"value":570059184,"Non-interest bearing cash":1024861,"Savings and temp cash investments":0,"Pledges and grants receivable":42872501,"Accounts receivable":802786,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":8303504,"Inventories for sale or use":0,"Prepaid expenses deferred charges":115036,"Land, building, equipment":14559711,"Investments publicly traded":352835771,"Investments other":149267865,"Investments program related":0,"Intangible assets":0,"Other assets":277149},"Liabilities":{"value":237711214,"Sum of Total Liabilities":0,"Accounts payable, accrued":1251476,"Grants payable":0,"Deferred, revenue":75974,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":9362329,"Unsecured notes loans payable":0,"Other liabilities":227021435},"Fund balance":{"value":332347970,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":52359070,"Temporarily restricted net assets":156231392,"Permanently restricted net assets":123757508},"Ratings":{"Program Expense Ratio":{"score":0.7202453086219337,"percentile":0.5501083515261856},"Fundraising Efficiency":{"score":14.516129307673673,"percentile":0.510970173685216},"Operating Margin":{"score":0.6420333085879394,"percentile":0.9499182644717538},"Liabilities to Assets Ratio":{"score":0.41699392040669236,"percentile":0.15925720175736152},"Operating Reserve Ratio":{"score":26.1122376175799,"percentile":0.9610303341033685},"Officer Compensation Ratio":{"score":0.03322455585404903,"percentile":0.8428211904293283},"Program Expense Growth":{"score":0.059186790849884756,"percentile":0.5644579567626763},"Revenue Growth":{"score":0.06508335926657473,"percentile":0.664587632574819},"Asset Growth":{"score":0.2030582092385963,"percentile":0.849932166600735},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7009104428115625,"percentile":0.8503116661263748}},"source_xml":"201921359349301457_public.xml"},{"Organization":{"value":null,"Person":["GARY LEIDICH","CONSTANCE ZOUHARY","JOHN HUBER","MARK LUETKE","MICHAEL BELL","LAVELLE EDMONDSON","JONATHAN M LYONS","RUSS J MITCHELL","JENNIFER SCROGGS","JUSTIN SKIVER","ALAN BARRY","JAMES BECKMAN","KEVIN LENT","STEVE LENNEX","TERRENCE PERRIS","GERRY SEIZERT","PAUL L TOTH JR","JAMES APPOLD","NEEMA BELL","DANA FITZSIMMONS","PATRICK J KENNEY CPA","GERALD MILLER","SUSAN PALMER","STEVEN REINBOLT","CHRISTY CONTARDI STONE","SUSAN PAYDEN","BRENDA S LEE","MATTHEW SCHROEDER","JOHN CUCKLER","DEREK GROVES"],"Title":["CHAIR","VICE-CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRES-CHIEF EXECUTIVE OFFICER","VP - CHIEF OPERATING OFFICER","CONTROLLER","VP - CHIEF OPERATING OFFICER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,25.0,35.0,25.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,232987,141501,129621,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,202425,121465,111870,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,30562,20036,17751,0]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2015,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"BRENDA S LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":26,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"2801 BANCROFT MS 319, TOLEDO, OH, 43606, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43606},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":26,"Number of employees total":59,"Total Gross UBI":-393568,"Net unrelated business taxable income":-402706,"Number of employees":59,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":28576786,"Contributions":{"value":14947397,"Other contributions":14703819,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":243578,"Related organizations":0},"Program revenue":{"value":2749362,"Total revenue":2749362,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":9256271,"Investment income total":4030115,"Net investment gain":5226156,"Income from invest bond proceeds":0},"Other revenues":{"value":1623756,"Other total":1147903,"Royalties revenue":0,"Net rental income":-368553,"Net income from fundraising events":61104,"Net income from gaming":66450,"Net income":716852,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":20592946,"Grant expense":{"value":14238507,"Grants to domestic orgs":10239417,"Grants to domestic individuals":3999090,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":4186956,"Current officers":469864,"Disqualified persons":0,"Other salaries and wages":2845800,"Pension plan contributions":194011,"Other employee benefits":436310,"Payroll taxes":240971},"Other expenses":{"value":2167483,"Management services":0,"Legal":14005,"Accounting":71838,"Lobbying services":0,"Investment management fees":507999,"Other services":232393,"Advertising":0,"Office expenses":202139,"Information technology":237280,"Royalties":0,"Occupancy":107954,"Travel":142338,"Conferences and meetings":288242,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":105242,"Insurance":42066,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":189916,"DUES AND SUBSCRIPTIONS":99006,"LIFE INSURANCE":58953,"EQUIPMENT/SUPPLIES":31957},"All other expenses":26071},"Functional Expenses":{"value":null,"Program Service Expenses":14612290,"Management And General Expenses":3281860,"Fundraising Expenses":2698796}},"Assets":{"value":281189576,"Non-interest bearing cash":1622862,"Savings and temp cash investments":0,"Pledges and grants receivable":20606228,"Accounts receivable":728218,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":8349321,"Inventories for sale or use":0,"Prepaid expenses deferred charges":106957,"Land, building, equipment":15186828,"Investments publicly traded":161274797,"Investments other":73006164,"Investments program related":0,"Intangible assets":0,"Other assets":308201},"Liabilities":{"value":19382055,"Sum of Total Liabilities":0,"Accounts payable, accrued":1829903,"Grants payable":0,"Deferred, revenue":53808,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":9902062,"Unsecured notes loans payable":0,"Other liabilities":7596282},"Fund balance":{"value":261807521,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":14620713,"Temporarily restricted net assets":130175901,"Permanently restricted net assets":117010907},"Ratings":{"Program Expense Ratio":{"score":0.7095774446259413,"percentile":0.5429958190005881},"Fundraising Efficiency":{"score":5.53854274276381,"percentile":0.22894171162167326},"Operating Margin":{"score":0.2793820130787276,"percentile":0.8220472543649177},"Liabilities to Assets Ratio":{"score":0.06892878205413987,"percentile":0.36050143961404907},"Operating Reserve Ratio":{"score":13.65465514259106,"percentile":0.9190778008992658},"Officer Compensation Ratio":{"score":0.024479693192027988,"percentile":0.8890618872240784},"Program Expense Growth":{"score":0.11485147397391972,"percentile":0.7037281887504809},"Revenue Growth":{"score":-0.2076441764671518,"percentile":0.0727617137444983},"Asset Growth":{"score":-0.010072384783926072,"percentile":0.28011731435250437},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6001156391100934,"percentile":0.6058479920438095}},"source_xml":"201720819349300722_public.xml"},{"Organization":{"value":null,"Person":["GARY LEIDICH","CONSTANCE ZOUHARY","MARK LUETKE","JOHN HUBER","JAMES APPOLD","ALAN BARRY","JAMES BECKMAN","MICHAEL BELL","NEEMA BELL","CHRISTY CONTARDI STONE","LAVELLE EDMONDSON","SUSAN FARRELL PALMER","DANA FITZSIMMONS","KEVIN LENT","JONATHAN LYONS","GERALD MILLER","RUSSELL MITCHELL","SUSAN PAYDEN","TERRENCE PERRIS","STEVEN REINBOLT","JENNIFER SCROGGS","PAUL TOTH JR","MUI-LING Y DONG","THOMAS WAKEFIELD","ROB BLEILE","BRENDA S LEE","DONNA WELCH","CHERYL ZWYER","BRETT LONEY","BARBARA TARTAGALIA-POURE"],"Title":["TRUSTEE","CHAIR","VICE-CHAIR","TREASURER","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EX-OFFICIO ALUMNI PRESIDENT TRUSTEE","PRESIDENT","VP OF FINANCE AND CFO","SENIOR ASSOCIATE VP OF DEVELOPMENT","ASSOCIATE VP OF DEVELOPMENT","EXECUTIVE DIRECTOR OF DEVELOPMENT"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,35.0,35.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,255092,149547,166385,211502,111038],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,225027,126167,148853,179005,101981],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,30065,23380,17532,32497,9057]},"Basic":{"value":null,"mission":"In support of the university of toledo and the students of the university.","year":2018,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":24,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43606, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43606},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":107,"Total Gross UBI":-602706,"Net unrelated business taxable income":0,"Number of employees":107,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31636221,"Contributions":{"value":16676904,"Other contributions":16473538,"Contributions from gifts and grants":0,"Fundraising revenue":203366,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3051190,"Total revenue":3051190,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":11186299,"Investment income total":5341854,"Net investment gain":5844445,"Income from invest bond proceeds":0},"Other revenues":{"value":721828,"Other total":914092,"Royalties revenue":0,"Net rental income":-666567,"Net income from fundraising events":-18700,"Net income from gaming":54503,"Net income":438500,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":23761725,"Grant expense":{"value":16196621,"Grants to domestic orgs":11084438,"Grants to domestic individuals":4937285,"Grants and similar":0,"Foreign grants":174898},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":4748708,"Current officers":413076,"Disqualified persons":0,"Other salaries and wages":3364094,"Pension plan contributions":249876,"Other employee benefits":438696,"Payroll taxes":282966},"Other expenses":{"value":2816396,"Management services":0,"Legal":14356,"Accounting":39318,"Lobbying services":0,"Investment management fees":653899,"Other services":316581,"Advertising":0,"Office expenses":176099,"Information technology":148139,"Royalties":0,"Occupancy":75642,"Travel":84768,"Conferences and meetings":279300,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":59659,"Insurance":29324,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":939311,"MISCELLANEOUS":448896,"LIFE INSURANCE":263546,"DUES AND SUBSCRIPTIONS":205413,"EQUIPMENT/SUPPLIES":21456},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":16755825,"Management And General Expenses":3482060,"Fundraising Expenses":3523840}},"Assets":{"value":570785063,"Non-interest bearing cash":788742,"Savings and temp cash investments":0,"Pledges and grants receivable":13096837,"Accounts receivable":1306345,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":8303504,"Inventories for sale or use":0,"Prepaid expenses deferred charges":84606,"Land, building, equipment":44290937,"Investments publicly traded":362098249,"Investments other":140487545,"Investments program related":0,"Intangible assets":0,"Other assets":328298},"Liabilities":{"value":230782857,"Sum of Total Liabilities":0,"Accounts payable, accrued":1823375,"Grants payable":0,"Deferred, revenue":39688,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":9072012,"Unsecured notes loans payable":0,"Other liabilities":219847782},"Fund balance":{"value":340002206,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":53309368,"Temporarily restricted net assets":146225944,"Permanently restricted net assets":140466894},"Ratings":{"Program Expense Ratio":{"score":0.7051602945493225,"percentile":0.5402012357713099},"Fundraising Efficiency":{"score":4.732593988376316,"percentile":0.1922557380637617},"Operating Margin":{"score":0.24890760498859835,"percentile":0.7999516577302082},"Liabilities to Assets Ratio":{"score":0.4043253265721847,"percentile":0.16333023615569792},"Operating Reserve Ratio":{"score":24.021196398830472,"percentile":0.9567217479925768},"Officer Compensation Ratio":{"score":0.03760518228369363,"percentile":0.8197745888128576},"Program Expense Growth":{"score":0.05887056080700815,"percentile":0.5633885489386898},"Revenue Growth":{"score":0.0071378092191209915,"percentile":0.40165589214107755},"Asset Growth":{"score":0.1698141740337672,"percentile":0.810958030765159},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6198129348241431,"percentile":0.6621926760410153}},"source_xml":"202001909349301570_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["SUSAN PAYDEN","NANCY MILLER","YVONNE MCNULTY","NADEEM SALEM","MICHAEL BELL","SHERI BOKROS","JAMES CALDWELL","TIFFANY CAVANAUGH","MUI-LING Y DONG","DANA FITZSIMMONS","MATTHEW FORTUNAK","JOHN HUBER","JAMES JAROS","GEORGE LATHROP","EVA MCQUILLEN","SHAWN NELSON","DAVID NOTTKE","STEVEN REINBOLT","BRADLEY J RIEGER","MATTHEW RUBIN","ROBERT SCHOONMAKER","RASESH SHAH","MARTIN SUTTER","THOMAS WAKEFIELD","ROBIN WHITNEY","GREGORY POSTEL","JEFFREY WILLIAMS","BRENDA S LEE","RANDY ROTHENBUHLER","FLOYD AKINS","WILLIAM PIERCE","BARB FISCHER","DAVID ZELENKA","JENNIFER SCHAEFER","MAREN KURTZ"],"Title":["CHAIR","VICE-CHAIR","TREASURER","SECRETARY","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","EX-OFFICIO","EX-OFFICIO","PRESIDENT","CFO","VICE-PRESIDENT FOR ADVANCEMENT","ASSOCIATE VP OF ALUMNI ENG","ASSOCIATE VP OF ADVANCEMENT SERVICES","ASSOCIATE VP OF HEALTH FINANCE","DIRECTOR OF DEVELOPMENT","ASSOCIATE VP OF HR & ADV. OPERATIONS"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,38.0,35.0,40.0,10.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,283376,209230,372475,237541,212042,168739,173626,159272],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,255208,179462,262200,199007,180300,149805,138880,133084],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,28168,29768,110275,38534,31742,18934,34746,26188]},"Basic":{"value":null,"mission":"Aligning donor passion and generosity to advance the university of toledo through fundraising, stewardship, and prudent asset management to provide scholarship opportunities for students, tier one athletic programs, education events enlisting academic and technical scholars in the fields of stem, business, medicine, and fine arts, as well as supporting main campus and hospital infrastructure, state of the art medical technology, and world-class research.","year":2023,"name":"THE UNIVERSITY OF TOLEDO FOUNDATION","phone":4195307730,"website":"WWW.UTFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bosnia and Herzegovina","British Virgin Islands","Bulgaria","Caribbean Netherlands","Cayman Islands","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hungary","Iceland","Ireland","Isle of Man","Italy","Jamaica","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Malta","Martinique","Moldova","Monaco","Montenegro","Montserrat","Netherlands","Nicaragua","North Macedonia","Norway","Panama","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Trinidad and Tobago","Turks and Caicos Islands","Ukraine","United Kingdom","United States Virgin Islands","Vatican City","Åland Islands"],"principal_officer":"BRENDA LEE","year_formation":1964,"state_legal_domicile":"OH","total_volunteers":25,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"4510 DORR ST MS 820, TOLEDO, OH, 43615, USA","city":"TOLEDO","state":"OH","country":"USA","zip_code":43615},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":72,"Total Gross UBI":851789,"Net unrelated business taxable income":13371,"Number of employees":72,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":35443468,"Contributions":{"value":18171879,"Other contributions":15313754,"Contributions from gifts and grants":0,"Fundraising revenue":169412,"Dues":0,"Campaigns":0,"Grant revenue":1647974,"Related organizations":1040739},"Program revenue":{"value":4563955,"Total revenue":4563955,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":12415015,"Investment income total":6495625,"Net investment gain":5919390,"Income from invest bond proceeds":0},"Other revenues":{"value":292619,"Other total":1197935,"Royalties revenue":0,"Net rental income":-1192514,"Net income from fundraising events":-42138,"Net income from gaming":63752,"Net income":265584,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":29230416,"Grant expense":{"value":17880996,"Grants to domestic orgs":17880996,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":204350,"Fundraising professional":204350,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7128700,"Current officers":903574,"Disqualified persons":0,"Other salaries and wages":4779414,"Pension plan contributions":256751,"Other employee benefits":716389,"Payroll taxes":472572},"Other expenses":{"value":4016370,"Management services":0,"Legal":44328,"Accounting":80905,"Lobbying services":0,"Investment management fees":580413,"Other services":1634612,"Advertising":0,"Office expenses":9325,"Information technology":636989,"Royalties":0,"Occupancy":29719,"Travel":138835,"Conferences and meetings":470646,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":19262,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":303587,"DUES AND SUBSCRIPTIONS":280355,"EQUIPMENT/SUPPLIES":13951,"DONOR APPRECIATION GIFT":9281},"All other expenses":67749},"Functional Expenses":{"value":null,"Program Service Expenses":18430103,"Management And General Expenses":5252442,"Fundraising Expenses":5547871}},"Assets":{"value":784710766,"Non-interest bearing cash":2736103,"Savings and temp cash investments":0,"Pledges and grants receivable":8782221,"Accounts receivable":1851074,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":12006085,"Inventories for sale or use":0,"Prepaid expenses deferred charges":380212,"Land, building, equipment":40278951,"Investments publicly traded":478830070,"Investments other":237777769,"Investments program related":0,"Intangible assets":0,"Other assets":2068281},"Liabilities":{"value":356885472,"Sum of Total Liabilities":0,"Accounts payable, accrued":3278996,"Grants payable":0,"Deferred, revenue":42969,"Tax exempt bond liabilities":0,"Escrow account liability":339477464,"Loans from officers, directors":0,"Secured mortgages and notes payable":9340523,"Unsecured notes loans payable":0,"Other liabilities":4745520},"Fund balance":{"value":427825294,"Net assets without donor restriction":72491327,"Net assets with donor restriction":355333967,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6305111429136007,"percentile":0.5052252422804573},"Fundraising Efficiency":{"score":3.2754689141113773,"percentile":0.12649806019026552},"Operating Margin":{"score":0.1752946974601921,"percentile":0.7298137905495754},"Liabilities to Assets Ratio":{"score":0.4547987455546137,"percentile":0.14793365812730547},"Operating Reserve Ratio":{"score":26.845692719528863,"percentile":0.96235625499797},"Officer Compensation Ratio":{"score":0.062137364038883335,"percentile":0.6995209389576894},"Program Expense Growth":{"score":0.03263781169281031,"percentile":0.4603106595452789},"Revenue Growth":{"score":-0.017267121502357263,"percentile":0.3051563461073824},"Asset Growth":{"score":0.09631608781938185,"percentile":0.6737798048517633},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5625850386253706,"percentile":0.49467610781014176}},"source_xml":"202531359349306363_public.xml"},"sector":"Education","donation_categories":[],"zakat_policy":null},"error":null}