Missouri Western State University Foundation
4525 Downs Drive
Leah Spratt Hall, Rm 111
St. Joseph MO 64507-2294
Mission Statement

The Missouri Western State University Foundation is a not-for-profit charitable organization that functions solely to support the mission of Missouri Western State University, as stated in the University’s mission statement. The Foundation receives, invests, maintains and administers contributed resources; and otherwise acts to further the mission and goals of Missouri Western State University by directing acquired resources to serve the University and its students. 

Leadership
CEO/Executive Director Mr. Jerry Pickman
Board Chair Seth Wright
Board Chair Company Affiliation Polsinelli
History and Background
Year of Incorporation 1969
Former Names
Missouri Western State College Foundation
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement

The Missouri Western State University Foundation is a not-for-profit charitable organization that functions solely to support the mission of Missouri Western State University, as stated in the University’s mission statement. The Foundation receives, invests, maintains and administers contributed resources; and otherwise acts to further the mission and goals of Missouri Western State University by directing acquired resources to serve the University and its students. 

Background Statement
Missouri Western State University is one of 13 publicly supported universities in Missouri. Western has a statewide mission in applied learning, and provides associate, baccalaureate degree programs, and graduate degree programs as approved by the Higher Learning Commission (HLC) and the Missouri Coordinating Board of Higher Education (CBHE). Applied learning and service are signature emphases for Western. Originally founded in 1915 as Saint Joseph Junior College to provide a two-year liberal arts transfer program, Western was transformed into a four-year college in 1969, and became a full member of the State of Missouri system in 1977. The Junior College was first accredited by the North Central Association in 1919, and Western has since continuously maintained accreditation. Western completed its last Self-Study in 1999-2000. By state statute, Western became a university in August 2005.
 
Located in St. Joseph, Missouri, 46 miles north of downtown Kansas City, Western is accessible to individuals within a 50-mile radius, particularly those coming from the Kansas City region. Western serves both traditional and non-traditional students and expects all students to grow intellectually to meet the standards of an academic discipline and the institution. Western shares the common purpose of serving students, the community, the region, and the State.
Impact Statement

Missouri Western is a “learning community focused on students as individuals and as members of society.  Missouri Western offers students at all stages of life the opportunity to achieve excellence in the classroom and beyond, especially through applied learning, as they prepare to be leaders in their work and in their communities.

Top Accomplishments in 2016-2017:
  • Gifts to the Foundation totaled more than $24 million.
  •  Last year, over $861,000 in scholarships was awarded to 480 students
  • Student Excellence Fund grants totaling $40,000 were distributed to 84 students in several disciplines. Additionally, 20 students received $10,000 from the Blake K. Scanlon Applied Learning Grant fund. Both funds assist students invited to present research or participate in conferences at national or regional levels.
  • The Foundation has assets totaling more than $53 million, there are 32 Foundation Board members, and it coordinates 235 scholarships.
 
Goals for 2017-2018:  
  1. Increase the Foundation's assets by providing support for the University's major and planned gift fundraising program.
  2. Promote awareness of the Foundation's mission to internal and external stakeholders.
  3. Increase board member engagement and information sharing.
  4. Engage in risk management oversight in order to identify, analyze, prioritize and mitigate risks.
  5. Maximize efficiency through the use of technology.
Needs Statement The MWSU Foundation is an institutionally-related foundation that exists to support the efforts of MWSU. As such its goals are to raise private funds to address the following pressing needs: 
  1. Scholarships
  2. Endowment support
  3. Capital support for renovation/addition to Potter Hall which houses the School of Fine Arts
  4. Program support
  5. Annual operating support
Service Categories
Higher Education
Universities
Undergraduate Colleges
Areas of Service
National
MO
KS
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
KS - Johnson County
MO - Eastern Jackson Co
MO - Jackson County Urban Core
KS - Wyandotte County Urban Core
CEO/Executive Director/Board Chair Statement
I am proud to chair the Foundation Board of Directors and serve with such an outstanding group of people. I can say with certainty that every member of the board has the interest of students and donors as their top priority. With decreasing allocations from the state every year, private support for Missouri Western is more important than ever.
 
Seth Wright
Chair, Foundation Board of Directors 
Programs
Description

Western provides a blend of traditional liberal arts and career-oriented degree programs, offering a wide variety of choices. The university delivers student-centered, high-quality instruction that focuses on experience-based learning and community service. Western offers nearly 100 majors and over 40 minors through its College of Liberal Arts & Sciences, College of Professional Studies, Steven L. Craig School of Business, and School of Graduate Studies. In addition, Western offers life-long learning opportunities, pre-professional transfer programs, continuing professional education opportunities, and self-enrichment courses.

Category Education, General/Other Postsecondary Education
Population Served Adults, ,
Short-Term Success
  1. Educational/Economic: Students graduating will have at least one significant applied learning experience through either internships, faculty-student research, or clinical experiences.
  2. Social Development: Employees and Students will participate in community service activities.
  3. Cultural: Maintain a diverse population of students to ensure exposure to different ideas and backgrounds.
  4. Economic: Students will gain employment in the region.
Long-Term Success Students at all stages of life will have the opportunity to achieve excellence in the classroom and beyond, and to be leaders in their work place and in their communities.
Program Success Monitored By
In 2003, Western became the first four-year public university in Missouri to join the Higher Learning Commission's Academic Quality Improvement Program (AQIP) which blends continuous quality improvement with college and university accreditation. Western joined AQIP because the institution's strategic planning process had created an environment emphasizing continuous improvement in systems and processes. Several action projects were developed from strategic intiatives within this plan: Building Graduate Programs, Enhancing Academic Quality through Critical Thinking, and Using Measurement and Assessment. Western has structured its Systems Portfolio to reflect the integration of strategic planning goals into AQIP Categories. Each Category begins with a matrix that identifies and indicates progress for strategic planning goals and objectives closely associated with the AQIP Category.
Examples of Program Success
  1. Two members of the debate team, Mike Smith and Chris Miles, finished eighth overall and advanced to the quarterfinals of the nationally competitive Golden Gate Invitational Parliamentary Debate tournament at the University of California-Berkeley in October.
  2. Students Jeni Swope and Katelyn Canon '15 were awarded 1st Place Best TV Promo/PSA in the national Pinnacle College Media Awards for their video, "It's On Us," promoting student awareness and activism against sexual assault. 
  3. Senior graphic design major, Taylor King, had a series of posters accepted to the National Student Show and Conference 11 sponsored by the Dallas Society of Visual Communications. King was one of 20 students nationwide accepted into the Poster category of the competition.
  4. Students won the following awards at the Technology Professionals National Collegiate Conference: Greg Williams, 1st place Enterprise Systems; and Danyel Becker, 1st place, Professional Banner.
CEO Comments

The MWSU Foundation was established in 1969 to promote private giving and support Missouri Western. It has succeeded in fulfilling those roles ever since.

The Foundation began with less than $700 in assets, and by 1974, the balance was a little over $15,000. Today, it has assets totaling more than $50 million. The Foundation’s entire history is a story of outstanding support from the community and surrounding region.
 
The Foundation is led by 32 board members. The committees, along with University Foundation staff, work very hard to ensure that the Foundation is a good steward of all its gifts, and that the gifts are being used according to donors’ wishes. The Foundation funds are used for programming, hosting guest speakers or conferences on campus, and extra equipment purchases for courses. The Foundation also helps pay for students to present their research at regional, national and international conferences. It also funds, with sponsors, the R. Dan Boulware Convocation on Critical Issues. In 2016, the speaker was political commentator Cokie Roberts and Martin Luther King III spoke recently at the 2017 Convocation.
  
Some gifts, especially those given through the phonathon or appeal letters, are undesignated, which may be used at the Foundation’s discretion. Undesignated gifts to the Foundation help provide a margin of excellence for our students. Those gifts provide many extras for students that may not otherwise be available.
 
The Foundation also supports the Centennial Capital Campaign by acknowledging gifts and pledges, monitoring pledges, preparing reports, and securing documentation.The Foundation strives for transparency and integrity, and it follows best practices to ensure that. Additionally, the Foundation is audited by an outside accounting firm every year.
 
Maintaining the public’s trust is very important to fulfilling our mission. We have a great responsibility to our donors. The Foundation staff also continually review policies and procedures to make sure they are adhering to all federal and state regulations. They thoroughly review their internal practices to maintain a high level of transparency with the board and donors while maintaining donor confidentiality and privacy. 
Executive Director/CEO
Executive Director Mr. Jerry Pickman
Term Start June 2013
Experience

Jerry Pickman began working at Missouri Western in 2004 as Director of Development. He became Vice President for University Advancement and Executive Director of the MWSU Foundation in 2013.

He graduated from Missouri Western with a Bachelor of Science in Criminal Justice in 1985 and received an Executive Master of Business Administration from Benedictine College in 2001.
Co-CEO/Executive Director
Term Start 0
Compensation Last Year
Former CEOs
NameTerm
Mr. Dan Nicoson July 2004 - June 2012
Dr. Jonathan Yordy -
Senior Staff
Title Vice President for University Advancement
Experience/Biography Jerry Pickman joined Missouri Western State University in the position of Director of Development in January 2004. He has eight years of direct fund raising experience and previously served as Director of Development for Benedictine College in Atchison, Kansas. Jerry was born and raised in Atchison, Kansas. He received a Bachelor of Science degree in criminal justice from Missouri Western in 1985 and an Executive MBA from Benedictine College in 2001. He completed a Certificate in Fund Raising Management from the Fund Raising School at the Center on Philanthropy at Indiana University in February 2007. Jerry is a member of the Association of Fundraising professionals (AFP), the Mid-America Planned Giving Council, and the Council for the Advancement and Support of Education (CASE). He is a Certified Fund Raising Executive.
Staff
Paid Full-Time Staff 4
Paid Part-Time Staff 1
Volunteers 0
Paid Contractors 0
Retention Rate 75%
Staff Diversity (Ethnicity)
Caucasian 5
Staff Diversity (Gender)
Female 4
Male 1
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan Yes
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
Institute for Industrial and Applied Life Sciences, Mosaic Life Care, St. Joseph School District, Missouri Department of Conservation, Regional Community Policing Institute and the St. Joseph Chamber of Commerce.
External Assessment and Accreditations
Assessment/AccreditationYear
Higher Learning Commission of North Central Association of Colleges and Schools - 10 Year Accreditation2000
Government Licenses
Is your organization licensed by the government? Yes
CEO Comments The MWSU Foundation is fortunate to have a wealth of wisdom, experience and dedication to its success represented on its board of directors. The administration and success of the Foundation is directly related to the role of each member and their service on one or more of the Foundation’s eight standing committees: Executive Committee, Allocations Committee, Audit Committee, Budget Committee, Bylaws Committee, Committee on Directorship, Development Committee, and Finance/Investment Committee. This committee structure allows the Foundation to capitalize on what each board member has to offer.
Board Chair
Board Chair Seth Wright
Company Affiliation Polsinelli
Term Nov 2014 to Nov 2017
Board Members
NameAffiliation
Ashley Albers Nor-Am Cold Storage
Mike Basch Hy-vee
Kit Bradley Bowlin NPG, Inc
Jared Brooner Polsinelli PC
Eric Bruder '93 Van-Am Tool & Engineering, Inc
Susan Campbell SJC Marketing
Ali Carolus
Wayne Chatham Nth Card
Jason Grayson '98 Tyson Foods, Inc.
Bill Grimwood
Ed Haffey '62 Retired
Diane Hook '90 Hook McKinley, LLC
Jason Horn '95 HNB Bank
Steve Johnston Community Alliance of St. Joseph
Rodger Karn Nodaway Valley Bank
Jennifer Kneib-Dixon '89 Fairway Independent Mortgage Co.
Chris Looney Physician
Corky Marquart '84 Commerce Bank
Michael Pankau Retired Colonel '84
Susan Pettigrew '83 Boehringer Ingelheim Vetmedica, Inc.
Jerry Pickman '85 Missouri Western State University
Brent Porlier '82 Porlier Outdoor Advertising
Al Purcell Purcell Consulting
Tom Richmond Altec Industries, Inc
Dennis Rosonke Meierhoffer Funeral Home
Dave Shinneman Shinneman Management Co.
Tom Tewell Tewell & Associates
Bob Vartabedian Missouri Western State University
Greg VerMulm '89 MarketSphere Consulting
Julie Woods '96 American Family
Zack Workman '74 Lawns Unlimited, Inc.
Seth Wright Polsinelli PC
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 31
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 23
Female 9
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 70%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 97%
Percentage Making In-Kind Contributions 0%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 4
Standing Committees
Executive
Audit
By-laws
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Investment
Nominating
CEO Comments The MWSU Foundation is fortunate to have a wealth of wisdom, experience and dedication to its success represented on its board of directors. The administration and success of the Foundation is directly related to the role of each member and their service on one or more of the Foundation’s eight standing committees: Executive Committee, Allocations Committee, Audit Committee, Budget Committee, Bylaws Committee, Committee on Directorship, Development Committee, and Finance/Investment Committee. This committee structure allows the Foundation to capitalize on what each board member has to offer.
Financials
Fiscal Year Start July 01, 2017
Fiscal Year End June 30, 2018
Projected Revenue $705,000
Projected Expenses $379,974
Endowment Value $39,193,120
Spending Policy Percentage
Percentage 4
IRS Letter of Exemption
Foundation Comments
  • FYE 6/30/2016, 2015: Financial data reported using the IRS Form 990.
  • FYE 6/30/2014: Financial data reported using the organization's audited financial statements.  
  • Foundation/corporate revenue line items may include contributions from individuals.  
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$1,765,056$4,534,713$2,637,449
Government Contributions$0$216,700$0
Federal----$0
State----$0
Local----$0
Unspecified$0$216,700$0
Individual Contributions----$116,119
$0$0$0
$965,986$996,376$21,343
Investment Income, Net of Losses$1,627,238$1,471,443$2,163,920
Membership Dues$0$0$0
Special Events$122,186$151,375$0
Revenue In-Kind$1,361,135$323,732$230,519
Other$23,555$213,677$904,781
Expense Allocation
Fiscal Year201620152014
Program Expense$4,123,151$3,679,588$3,491,049
Administration Expense$404,384$318,152$306,759
Fundraising Expense$168,392$236,896$196,865
Payments to Affiliates----$0
Total Revenue/Total Expenses1.251.871.52
Program Expense/Total Expenses88%87%87%
Fundraising Expense/Contributed Revenue9%5%7%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$49,003,411$48,860,800$45,763,451
Current Assets$11,718,707$12,410,244$3,863,681
Long-Term Liabilities$7,621$10,143$10,143
Current Liabilities$865,277$636,206$491,491
Total Net Assets$48,130,513$48,214,451$45,261,817
Short-Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities13.5419.517.86
Long-Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar Amount -- --Aramark $1,000,000
Second Highest Funding Source & Dollar Amount -- --Barnes and Noble $270,000
Third Highest Funding Source & Dollar Amount -- --Initiative for a Competitive Inner Kansas City Inc. $207,000
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose Missouri Western's Centennial Capital Campaign was launched in January 2016.
Goal $2,000,000.00
Dates Jan 2015 to Dec 2020
Amount Raised to Date $26,815,779.00 as of Oct 2017
Capital Campaign Anticipated in Next 5 Years Yes
Organization Comments The MWSU Foundation was founded in 1969 as a separate entity to promote private giving and help the University move into the forefront of public higher education. The Foundation encourages, holds, invests and disburses private gifts of cash, securities, appreciated assets and personal property, all toward the goal of providing services, programs, and facilities that cannot be provided through tax assistance and student fees. These resources supplement the public funds available to the University to provide the added "Margin of Excellence."
Organization Name Missouri Western State University Foundation
Address 4525 Downs Drive
Leah Spratt Hall, Rm 111
St. Joseph, MO 645072294
Primary Phone (816) 2715647
CEO/Executive Director Mr. Jerry Pickman
Board Chair Seth Wright
Board Chair Company Affiliation Polsinelli
Year of Incorporation 1969
Former Names
Missouri Western State College Foundation