COLORADO SCHOOL OF MINES FOUNDATION

Address
PO BOX 4005
GOLDEN, CO 80401
Contact
Phone: +1 (303) 273-3143
Nonprofit
NTEE: B114 - Education
EIN: 84-0509064

Mission

TO SUPPORT THE UNIVERSITY, ITS ACADEMIC PROGRAMS, AND ITS STUDENTS, AND TO FOSTER ALUMNI RELATIONS. SEE SCHEDULE O.
 20172015201420132012
Basic features of the organization
Year of formation1951
Subsection code03
PF filing required0    
Metropolitan statistical area2082
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$582,502.00$512,941.00$456,199.00$413,390.00$365,795.00
Sum of reportable (W2/1099) compensation$1,409,963.00$819,740.00$647,740.00$480,488.00$253,667.00
Number of employees7657828986
Number of people compensated >$100k115431
Number of volunteers1087956137197
Number of highly compensated contractors333  
Personnel
Barker, Marianne
TitleSR. DIRECTOR-GIFT PLANNING    
Name of key/compensated personMARIANNE BARKER    
Position of compensated person
Highest compensated employees (>$100k)True    
Average hours per week working for org40.00    
Reportable compensation from org$128,725.00    
Other comp, non-reportable, from org and related orgs$18,042.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Crouch, Marshall
Title VICE CHAIRVICE CHAIRVICE CHAIRVICE CHAIR
Name of key/compensated person MARSHALL C CROUCH IIIMARSHALL C CROUCH IIIMARSHALL C CROUCH IIIMARSHALL C CROUCH III
Position of compensated person
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Enger, Steven
TitleAT LARGE    
Name of key/compensated personSTEVEN R ENGER    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Grandey, Gerald
TitleAT LARGE    
Name of key/compensated personGERALD W GRANDEY    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Grewcock, Bruce
TitleAT LARGE    
Name of key/compensated personBRUCE E GREWCOCK    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Harvey, Hugh
TitleAT LARGEAT LARGEAT LARGEAT LARGEAT LARGE
Name of key/compensated personHUGH E HARVEYHUGH E HARVEYHUGH E HARVEYHUGH E HARVEYHUGH E HARVEY
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
James, Patrick
TitleCHAIRMANAT LARGETREASURERTREASURERTREASURER
Name of key/compensated personPATRICK M JAMESPATRICK M JAMESPATRICK M JAMESPATRICK M JAMESPATRICK M JAMES
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Keegan, Nancy
TitleAT LARGE    
Name of key/compensated personNANCY A KEEGAN    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Landrum, Linda
TitleEVP F&A/CFO/TREASUREREVP FINANCE & ADMIN/CFOEVP FINANCE & ADMINISTRATION/CFOEXECUTIVE DIRECTOREXECUTIVE DIRECTOR
Name of key/compensated personLINDA LANDRUMLINDA LANDRUMLINDA M LANDRUMLINDA M LANDRUMLINDA M LANDRUM
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$227,060.00$187,256.00$172,881.00$167,136.00$159,100.00
Other comp, non-reportable, from org and related orgs$23,312.00$21,426.00$18,616.00$19,599.00$18,186.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Leewaye, Rebecca
TitleASST. TREASURER/CONTROLLER    
Name of key/compensated personREBECCA LEEWAYE    
Position of compensated person
Highest compensated employees (>$100k)True    
Average hours per week working for org40.00    
Reportable compensation from org$115,084.00    
Other comp, non-reportable, from org and related orgs$21,248.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Mayo, Doug
TitleVP, ADVANCEMENT    
Name of key/compensated personDOUG MAYO    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$189,260.00    
Other comp, non-reportable, from org and related orgs$12,919.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
McNeil, Rodney
Title SENIOR DEVELOPMENT   
Name of key/compensated person RODNEY MCNEIL   
Position of compensated person
Highest compensated employees (>$100k) True   
Average hours per week working for org 40.00   
Reportable compensation from org $105,430.00   
Other comp, non-reportable, from org and related orgs $7,661.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Mertz, Michelle
TitleASSOC. VP ADVANCEMENTASSOC. VP ADVANCEMENTASSOCIATE VICE PRESIDENT  
Name of key/compensated personMICHELLE MERTZMICHELLE MERTZMICHELLE MERTZ  
Position of compensated person
Highest compensated employees (>$100k) TrueTrue  
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$126,771.00$161,370.00$143,574.00  
Other comp, non-reportable, from org and related orgs$11,702.00$16,504.00$7,190.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Mooney, F
Title  AT LARGEAT LARGEAT LARGE
Name of key/compensated person  F STEVEN MOONEYF STEVEN MOONEYF STEVEN MOONEY
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Ober, Michael
TitleDIRECTOR, INFORMATION SYSTEMS & ADV.    
Name of key/compensated personMICHAEL OBER    
Position of compensated person
Highest compensated employees (>$100k)True    
Average hours per week working for org40.00    
Reportable compensation from org$111,503.00    
Other comp, non-reportable, from org and related orgs$14,657.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Pepperdine, John
Title ASSOC. VP ADVANCEMENT   
Name of key/compensated person JOHN PEPPERDINE   
Position of compensated person
Highest compensated employees (>$100k) True   
Average hours per week working for org 40.00   
Reportable compensation from org $138,224.00   
Other comp, non-reportable, from org and related orgs $21,067.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Preloger, Janet
TitleASST. VP CONSTITUENT RELATIONS    
Name of key/compensated personJANET PRELOGER    
Position of compensated person
Highest compensated employees (>$100k)True    
Average hours per week working for org40.00    
Reportable compensation from org$114,817.00    
Other comp, non-reportable, from org and related orgs$12,165.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Preston, William
Title AT LARGEAT LARGEAT LARGEAT LARGE
Name of key/compensated person WILLIAM A PRESTONWILLIAM A PRESTONWILLIAM A PRESTONWILLIAM A PRESTON
Position of compensated person
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Rapoport, Terrence
TitlePRINCIPAL GIFT OFFICER    
Name of key/compensated personTERRENCE RAPOPORT    
Position of compensated person
Highest compensated employees (>$100k)True    
Average hours per week working for org40.00    
Reportable compensation from org$108,244.00    
Other comp, non-reportable, from org and related orgs$12,825.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Shultz, Charles
TitleVICE CHAIR    
Name of key/compensated personCHARLES E SHULTZ    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Starzer, Patricia
Title AT LARGE   
Name of key/compensated person PATRICIA K STARZER   
Position of compensated person
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Swiger, Andrew
TitleAT LARGE    
Name of key/compensated personANDREW P SWIGER    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Tschatschula, Terrance
TitleAT LARGESECRETARYSECRETARYSECRETARYSECRETARY
Name of key/compensated personTERRANCE G TSCHATSCHULATERRANCE G TSCHATSCHULATERRANCE G TSCHATSCHULATERRANCE G TSCHATSCHULATERRANCE G TSCHATSCHULA
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Wagner, David
Title CEO/CHAIRCEO/CHAIRPRESIDENT & CHAIRPRESIDENT & CHAIR
Name of key/compensated person DAVID J WAGNERDAVID J WAGNERDAVID J WAGNERDAVID J WAGNER
Position of compensated person
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Wenger, Christopher
Title  SENIOR DIRECTORSENIOR DIRECTOR 
Name of key/compensated person  CHRISTOPHER WENGERCHRISTOPHER WENGER 
Position of compensated person
Highest compensated employees (>$100k)  TrueTrue 
Average hours per week working for org  40.0040.00 
Reportable compensation from org  $144,634.00$145,554.00 
Other comp, non-reportable, from org and related orgs  $10,455.00$5,385.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Winkelbauer, Brian
TitlePRESIDENT/CEOPRESIDENT/COOPRESIDENT/COOEXECUTIVE VPEXECUTIVE VP
Name of key/compensated personBRIAN WINKELBAUERBRIAN WINKELBAUERBRIAN L WINKELBAUERBRIAN L WINKELBAUERBRIAN L WINKELBAUER
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$288,499.00$227,460.00$186,651.00$167,798.00$94,567.00
Other comp, non-reportable, from org and related orgs$30,921.00$27,853.00$22,105.00$19,844.00$12,361.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES.TO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES.TO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES.TO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES.TO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES.
Program service expenses, total$24,327,267.00$33,146,464.00$19,528,961.00$17,059,682.00$17,394,138.00
Programs, including revenue & expenses
PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS.
Program expenses$24,327,267.00$33,146,464.00$19,528,961.00$17,059,682.00$17,394,138.00
Grants and allocations made$24,059,038.00$32,878,683.00$19,266,032.00$16,791,662.00$17,132,295.00
Program revenue$2,146,111.00$1,900,000.00$1,800,000.00$1,800,000.00 
Program descriptionPROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS.PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS.PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS.PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS.PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS.
Financial data
Revenue
Total revenue$27,638,404.00$42,780,456.00$59,692,585.00$36,112,730.00$36,133,997.00
Revenue from contributions (total)$15,519,233.00$33,091,397.00$48,915,970.00$26,073,906.00$31,146,313.00
Revenue from noncash contributions$515,115.00$3,422,379.00$4,872,399.00$5,213,496.00$697,780.00
Investment income, current yr$10,033,083.00$8,659,034.00$9,565,223.00$8,681,235.00$5,112,821.00
Total revenue from grants, etc., current yr$15,519,233.00$33,091,397.00$48,915,970.00$26,073,906.00$31,146,313.00
Total unrelated business revenue-$583,324.00-$1,377,641.00-$1,048,694.00-$736,187.00-$281,730.00
Other revenue, current yr-$60,023.00-$869,975.00-$588,608.00-$442,411.00-$125,137.00
Net unrelated business taxable revenue-$865,866.00-$1,528,322.00-$1,187,154.00-$870,328.00-$383,977.00
Program service revenue (total)$2,146,111.00$1,900,000.00$1,800,000.00$1,800,000.00$0.00
Gross receipts$66,104,251.00$64,683,606.00$105,124,905.00$94,439,214.00$72,322,026.00
Sources of contributions
Revenue from all other contributions$15,519,233.00$33,091,397.00$48,915,970.00$26,073,906.00$31,146,313.00
Other types of revenue
Royalties (total)$9,731.00$11,556.00$16,639.00$16,862.00$16,429.00
Miscellaneous revenue (total)-$69,754.00-$881,531.00-$605,247.00-$459,273.00-$135,597.00
Income from dividends, interest, and similar investments$1,466,803.00$1,884,589.00$1,846,964.00$1,599,457.00$1,711,181.00
Net rental income $0.00$0.00$0.00-$5,969.00
Expense categories (totals)
Total functional expenses: sum of all$31,924,320.00$39,814,506.00$25,538,464.00$22,349,400.00$21,957,799.00
Total functional expenses: program service $24,327,267.00$33,146,464.00$19,528,961.00$17,059,682.00$17,394,138.00
Total functional expenses: management and general$2,530,438.00$2,191,570.00$1,867,765.00$1,656,971.00$1,398,365.00
Total functional expenses: fundraising$5,066,615.00$4,476,472.00$4,141,738.00$3,632,747.00$3,165,296.00
Fees for services
Lobbying fees (total)$268,229.00$257,781.00$252,929.00$253,118.00$250,008.00
Legal fees (total)$25,897.00$15,555.00$20,508.00$16,115.00$11,969.00
Fundraising service fees (total)$0.00$0.00$0.00$65,497.00$95,000.00
General management fees (total)$66,808.00$61,380.00$38,365.00$25,519.00$22,452.00
Investment management fees (total)$1,208,981.00$1,162,320.00$1,063,820.00$929,385.00$729,462.00
Assets and liabilities
Total assets$360,242,039.00$354,859,603.00$359,394,017.00$278,816,738.00$241,355,627.00
Total assets, beginning of year$328,657,146.00$359,394,017.00$278,816,738.00$241,355,627.00$237,051,243.00
Total liabilities$47,429,486.00$47,089,837.00$46,639,561.00$33,312,620.00$26,303,196.00
Total liabilities, beginning of year$45,013,059.00$46,639,561.00$33,312,620.00$26,303,196.00$27,721,680.00
Pledges & accounts receivable, net$21,525,920.00$29,349,920.00$32,697,000.00$12,402,641.00$12,947,481.00
Unrestricted net assets, end of yr$28,141,689.00$24,189,969.00$27,077,408.00$24,364,971.00$21,348,650.00
Temporarily restricted net assets$108,656,303.00$116,765,719.00$119,251,194.00$77,560,197.00$67,126,096.00
Permanently restricted net assets, end of yr$176,014,561.00$166,814,078.00$166,425,854.00$143,578,950.00$126,577,685.00
Net assets$312,812,553.00$307,769,766.00$312,754,456.00$245,504,118.00$215,052,431.00
Net assets, beginning of year$283,644,087.00$312,754,456.00$245,504,118.00$215,052,431.00$209,329,563.00
Other liabilities$44,202,923.00$44,648,480.00$44,917,224.00$30,652,311.00$24,789,528.00
Other assets$33,153,537.00$33,539,423.00$30,398,255.00$29,358,910.00$28,313,425.00
Investments: other securities$53,146,333.00$84,083,560.00$108,101,983.00$72,761,720.00$88,533,262.00
Investments: publicly traded securities$238,696,483.00$196,626,664.00$172,227,201.00$151,339,223.00$107,025,992.00
Cash: non-interest bearing$2,740,427.00$2,414,420.00$2,201,825.00$1,610,833.00$1,422,128.00
Cash: non-interest bearing, beginning of year$2,683,718.00$2,201,825.00$1,610,833.00$1,422,128.00$330,202.00
Investments -- program-related$1,678,039.00$1,660,784.00$1,743,115.00$1,755,014.00$1,757,500.00
Other financial variables
Revenue less expenses-$4,285,916.00$2,965,950.00$34,154,121.00$13,763,330.00$14,176,198.00
Advertising (total)$174,423.00$231,610.00$198,368.00$147,831.00$96,042.00
Savings & temp cash investment$8,078,015.00$7,111,244.00$11,920,679.00$9,413,133.00$1,229,688.00
Accounts receivable, net$138,285.00$69,963.00$97,344.00$159,719.00$103,218.00
Accounts payable & accrued expenses$3,226,563.00$2,441,357.00$1,722,337.00$2,660,309.00$1,513,668.00
Total net assets or fund balances$312,812,553.00$307,769,766.00$312,754,456.00$245,504,118.00$215,052,431.00
Depreciation, depletion, amortization $2,990.00$8,930.00$10,565.00$14,314.00
Governance and accountability
Number of voting members97777
Number of independent voting members97777
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012014-07-012013-07-012012-07-012011-07-01
Tax year end date2017-06-012015-06-012014-06-012013-06-012012-06-01
Indicators for schedules (selected)
LobbiedTrueTrueTrueTrueTrue
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-02-132016-03-182015-01-272014-03-142013-02-14
IRS schema version2016v3.02014v6.02013v4.02012v2.12011v1.2
Filing identifier201743549349300419201640149349301214201500139349300700201420219349300207201330239349300403
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