FHSU Foundation Financial Report | 2018 - 2019

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FHSU Foundation Financial Report 2018-2019 DONORS OF GIFTS

PURPOSE OF GIFTS

$21.21 Million — 6,288 Million Donors - 6,288 Donors $21.210

$21.21 Million — 6,288 Donors

Estates and Annuities 56%

Companies 2%

Individuals 34%

0

Foundations 5%

Govt. Agencies & Non Profits 3%

0

19 Donors of gifts graph updated.xls

TOTAL GIFTS RECEIPTED & DEFERRED GIFTS (since first year of record) Current

Deferred

$20 mil

We gratefully acknowledge the support given by FHSU alumni, friends, faculty, staff and students. The FHSU Foundation’s statistics published here

$15 mil

represent its financial standing as of June 30, 2019, the end of the most current fiscal year. An honor roll of every donor from whom a gift was

$10 mil

received between July 1, 2018 and June 30, 2019, is available on the Foundation website under the link “Donor Recognition” at https://foundation.fhsu.edu.

$5 mil

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

https://foundation.fhsu.edu

1


STATEMENT OF ASSETS, LIABILITIES & NET ASSETS (Prepared on a cash basis) Assets

June 30, 2019

Cash Investments at Market Student Loan Program Art & Coin Collection Land, Buildings, and Equipment, Net Other Investments Other Assets

$

Total Assets

$

June 30, 2018

77,264 103,038,364 126,682 232,451 11,064,768 636,013 235,724 115,411,266

$

692,698 114,718,568 115,411,266

$

$

June 30, 2017

72,588 89,359,439 135,493 159,194 7,461,673 730,358 375,095 98,293,840

$

682,889 97,610,951 98,293,840

$

$

103,679 82,946,646 159,742 170,301 7,579,204 824,702 372,638 92,156,912

Liabilities & Net Assets Liabilities Net Assets

$

Total Liabilities & Net Assets

$

$

$

717,497 91,439,415 92,156,912

STATEMENT OF REVENUES AND EXPENSES (Prepared on a cash basis) Revenues & Gains Contributions Major Gifts Bequests and Planned Gifts Annual and Other Total Contributions Investment Return Other Revenues Total Revenues

June 30, 2019 $

$

June 30, 2018

7,537,453 11,919,092 1,753,406 21,209,951 2,996,737 1,540,860 25,747,548

$

2,541,725 3,307,634 2,254,447 33,874 35,956 466,295 8,639,931

$

17,107,617 97,610,951 114,718,568

$

$

June 30, 2017

4,027,503 2,707,281 1,727,839 8,462,623 5,398,937 721,411 14,582,971

$

2,334,456 3,729,394 1,953,749 83,568 33,893 276,375 8,411,435

$

6,171,536 91,439,415 97,610,951

$

$

7,404,825 10,057,010 1,763,753 19,225,588 9,220,239 1,704,900 30,150,727

Expenses Scholarships Other University Support Foundation Operating Expenses Campaign Expenses Campus Call Expenses Other

$

Total Expenses

$

Net Change for the Year Net Assets at Beginning of Year Net Assets at End of Year

$

https://foundation.fhsu.edu

$

$

2,002,228 3,505,634 1,850,301 61,210 38,202 276,186 7,733,761 22,416,966 69,022,449 91,439,415

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LONG-TERM INVESTMENT PERFORMANCE

GROWTH OF ASSETS $125 mil

30%

20%

$100 mil

10% $75 mil

0% $50 mil

-10% $25 mil

-20%

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

-30%

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

PROGRAM SUPPORT AND SCHOLARSHIPS $7 mil

$6 mil

$5 mil

$4 mil

$3 mil

$2 mil

$1 mil

$0

2010

2011

Program Support

2012

2013

Scholarships

2014

2015

2016

2017

2018

2019

* 2013 & 2016 Program Support high due to payment of capital projects

https://foundation.fhsu.edu

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