UNIVERSITY OF CINCINNATI FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CINCINNATI FOUNDATION (EIN 31-0896555)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-07
- IRS object ID
- 202141279349300534
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T09:27:01-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310896555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF CINCINNATI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5135566781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19970 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS D FREEMAN | PersonNm |
| Person Title | V.P., CFO AND TREASURER | PersonTitleTxt |
| Phone | 5135566781 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2021-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W TROY NEAT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19970 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $130,766,072 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://FOUNDATION.UC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE A COMMUNITY OF UC AND UC HEALTH SUPPORTERS THROUGH THE POWER OF PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 60 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 60 | VotingMembersIndependentCnt |
| Total Employee | 218 | TotalEmployeeCnt |
| Total Volunteers | 3288 | TotalVolunteersCnt |
| Total Gross UBI | $135,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $134,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $66,886,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,687,266 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,620,765 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,892,827 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,051,871 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,010,241 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$555,603 | PYOtherRevenueAmt |
| CY Other Revenue | -$619,386 | CYOtherRevenueAmt |
| PY Total Revenue | $116,003,699 | PYTotalRevenueAmt |
| CY Total Revenue | $119,970,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $52,546,243 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $54,699,882 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,524,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,539,977 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $550,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $525,065 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,550,701 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,230,464 | PYOtherExpensesAmt |
| CY Other Expenses | $12,990,363 | CYOtherExpensesAmt |
| PY Total Expenses | $85,851,319 | PYTotalExpensesAmt |
| CY Total Expenses | $87,755,287 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,152,380 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $32,215,661 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $604,187,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $616,325,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,526,549 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,558,226 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $580,661,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $580,767,472 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION: RAISE FUNDS TO SUPPORT THE PRIORITIES OF UC AND UC HEALTH, AND ENGAGE ALUMNI AND CONSTITUENTS.VISION: THE UC FOUNDATION EXISTS TO ADVANCE THE FUTURE OF THE UNIVERSITY, ITS COLLEGES, UNITS, DEPARTMENTS, FACULTY AND STUDENTS THROUGH PHILANTHROPY AND TO PROMOTE ALUMNI ENGAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $57,776,422 | ExpenseAmt |
| Grant | $54,699,882 | GrantAmt |
| Revenue | $27,757,827 | RevenueAmt |
| Desc | THE UC FOUNDATION IS THE FUNDRAISING ENTITY FOR THE UNIVERSITY OF CINCINNATI. THE UC FOUNDATION EXISTS TO ADVANCE THE FUTURES OF THE UNIVERSITY, ITS COLLEGES, UNITS, DEPARTMENTS, FACULTY AND STUDENTS THROUGH PHILANTHROPY AND TO PROMOTE ALUMNI ENGAGEMENT. ALL PROGRAM SERVICE ALLOCATIONS ARE MADE TO OR FOR THE BENEFIT OF THE UNIVERSITY OF CINCINNATI. IN ADDITION TO THE ABOVE, THE UC FOUNDATION ALSO PROVIDES FUNDRAISING SERVICES FOR UC HEALTH AND RECORDS DONATIONS RECEIVED BY THE LINDNER CENTER OF HOPE. THE DONATIONS RECORDED BY THE UC FOUNDATION FOR UC HEALTH, THE LINDNER CENTER OF HOPE AND DONATIONS RECEIVED DIRECTLY BY THE UNIVERSITY OF CINCINNATI ARE NOT INCLUDED IN THE FORM 990 AS CONTRIBUTION AND GRANT REVENUE. | Desc |
| Total Program Service Expenses | $57,776,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 110 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 218 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 60 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 60 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS D FREEMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135566781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19970 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| PETER LANDGREN | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $517,991 | $0 | $46,602 | |||
| THOMAS D FREEMAN | |||||||||
| VP, CFO, TREASURER | 40.00 | 0.00 | Yes (X) | $261,306 | $15,584 | $42,493 | |||
| MICHAEL D ZENZ | |||||||||
| VP, DEVELOPMENT-AHC/UCH | 40.00 | 0.00 | $254,905 | $0 | $39,767 | Yes (X) | |||
| JENNIFER L HEISEY | |||||||||
| EX. DIR.,VP ALUMNI RELATIONS | 40.00 | 0.00 | $249,088 | $0 | $30,103 | Yes (X) | |||
| STEPHEN A ROSFELD | |||||||||
| VP FOR DEVELOPMENT | 40.00 | 0.00 | $232,445 | $0 | $44,070 | Yes (X) | |||
| CARRIE E WHITE | |||||||||
| VP ADVANCEMENT SERVICES | 40.00 | 0.00 | $220,189 | $0 | $46,258 | Yes (X) | |||
| KAREN HATCHER | |||||||||
| AVP DEVELOPMENT, ATHLETICS | 40.00 | 0.00 | $198,492 | $0 | $23,506 | Yes (X) | |||
| CALEB WHITTED | |||||||||
| AVP, PRINCIPAL GIVING | 40.00 | 0.00 | $171,006 | $0 | $31,417 | Yes (X) | |||
| DANNY Z FERRELL | |||||||||
| EX, DIR. GIFT PLANNING | 40.00 | 0.00 | $165,190 | $0 | $24,562 | Yes (X) | |||
| LINDA BLEDSOE | |||||||||
| VP, HUMAN RESOURCES | 40.00 | 0.00 | $152,375 | $0 | $29,002 | Yes (X) | |||
| NAIMAH BILAL | |||||||||
| DIR BOARD RELATION, SECRETARY | 40.00 | 0.00 | Yes (X) | $25,723 | $0 | $2,684 | |||
| WILLIAM J DAVIS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $8 | Yes (X) | |||
| WILLIAM T NEAT | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALVIN H CRAWFORD MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| AMANDA WAIT | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANDI K WIOT | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANDREA I ZAHUMENSKY | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANIL HINDUJA | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BARBARA FANT | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BRIAN E HALL | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CARRIE K HAYDEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CORA K OGLE | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DARRELL D MILLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DIANNE G DUNKELMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EDWIN L BOWMAN III | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ELLEN RIEVESCHL | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC C BROYLES | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EVA L MADDOX | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GARY D JOHNS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GREGORY C WOLF | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| GYAN JHA | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JACQUELINE C NEUMANN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES A SCHIFF | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES BOYCE | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES F ORR III | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JEROME C KATHMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JERRY L FRITZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN B BERDING | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOFFRE P MOINE II | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN M TEW | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH P JUDGE | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JUDY L PERSHERN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHRYN A HOLLISTER | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KEN V BYERS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| KIMBERLEE J DOBBS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LAURENCE F JONES III | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LEIGH R FOX | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LORI A BEER | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL T SCHUELER | |||||||||
| TRUSTEE PART YEAR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PATRICIA L KLINGBIEL | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PETER A ALPAUGH | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PHIL D COLLINS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RAE A MANG | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RANDALL E SMITH | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD C SEAL | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT J KING | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT L FEALY | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT R BUCK | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RUSSELL C MYERS | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RUTHIE S KEEFE | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RYAN M RYBOLT | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SANDRA S WIESMANN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SEAN P CONNELL | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SHAKILA T AHMAD | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SHENAN P MURPHY | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SHIMUL A SHAH | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN E KIMPEL | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STUART G HOFFMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS CARLETON | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TIMOTHY A ELSBROCK | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| TODD C DEGARMO | |||||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,448,710 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,584 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $360,472 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FUNDRAISING | ServicesDesc |
| Compensation | $526,181 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $598,520 | FundraisingAmt |
| All Other Contributions | $70,088,746 | AllOtherContributionsAmt |
| Noncash Contributions | $9,547,391 | NoncashContributionsAmt |
| Total Contributions | $70,687,266 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GENERAL MANAGEMENT FEE | 900099 | $17,014,957 | $17,014,957 |
| END FUND-RAISING ASSES | 900099 | $8,065,895 | $8,065,895 |
| GIFT INVESTMENT FEE RE | 900099 | $1,800,846 | $1,800,846 |
| UC OTHER TRUSTEE FEE R | 900099 | $288,650 | $288,650 |
| ENDOWMENT ADMIN. FEE R | 900099 | $267,513 | $267,513 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $319,966 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $135,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,892,827 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,736,514 | TotalRevenueColumnAmt |
| Exclusion | $8,736,514 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,031,361 | SecuritiesAmt |
| Other | $807 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,757,634 | SecuritiesAmt |
| Other | $807 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,273,727 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,273,727 | TotalRevenueColumnAmt |
| Exclusion | $13,273,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $417,297 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $598,520 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,036,683 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$619,386 | TotalRevenueColumnAmt |
| Exclusion | -$619,386 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,970,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,757,827 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $135,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,390,855 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,699,882 | TotalAmt |
| Program Services | $54,699,882 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794,485 | TotalAmt |
| Program Services | $283,968 | ProgramServicesAmt |
| Management And General | $377,084 | ManagementAndGeneralAmt |
| Fundraising | $1,133,433 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,280,292 | TotalAmt |
| Program Services | $1,404,329 | ProgramServicesAmt |
| Management And General | $1,942,206 | ManagementAndGeneralAmt |
| Fundraising | $9,933,757 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022,517 | TotalAmt |
| Program Services | $104,821 | ProgramServicesAmt |
| Management And General | $152,523 | ManagementAndGeneralAmt |
| Fundraising | $765,173 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388,953 | TotalAmt |
| Program Services | $248,540 | ProgramServicesAmt |
| Management And General | $410,732 | ManagementAndGeneralAmt |
| Fundraising | $1,729,681 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,730 | TotalAmt |
| Program Services | $115,389 | ProgramServicesAmt |
| Management And General | $160,873 | ManagementAndGeneralAmt |
| Fundraising | $777,468 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,211 | TotalAmt |
| Management And General | $79,211 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,081 | TotalAmt |
| Management And General | $142,081 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,065 | TotalAmt |
| Fundraising | $525,065 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,347 | TotalAmt |
| Management And General | $170,347 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,676 | TotalAmt |
| Program Services | $55,772 | ProgramServicesAmt |
| Management And General | $401,863 | ManagementAndGeneralAmt |
| Fundraising | $511,041 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,917 | TotalAmt |
| Program Services | $397,718 | ProgramServicesAmt |
| Management And General | $25,966 | ManagementAndGeneralAmt |
| Fundraising | $1,780,233 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,674 | TotalAmt |
| Program Services | $49,786 | ProgramServicesAmt |
| Management And General | $15,911 | ManagementAndGeneralAmt |
| Fundraising | $159,977 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,414 | TotalAmt |
| Program Services | $30,080 | ProgramServicesAmt |
| Management And General | $216,938 | ManagementAndGeneralAmt |
| Fundraising | $1,039,396 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,880 | TotalAmt |
| Program Services | $56,847 | ProgramServicesAmt |
| Management And General | $60,038 | ManagementAndGeneralAmt |
| Fundraising | $349,995 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,330 | TotalAmt |
| Program Services | $35,906 | ProgramServicesAmt |
| Management And General | $5,832 | ManagementAndGeneralAmt |
| Fundraising | $316,592 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,562 | TotalAmt |
| Program Services | $64,192 | ProgramServicesAmt |
| Management And General | $51,347 | ManagementAndGeneralAmt |
| Fundraising | $146,023 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,801 | TotalAmt |
| Management And General | $5,801 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,982 | TotalAmt |
| Program Services | $130,276 | ProgramServicesAmt |
| Management And General | $160,862 | ManagementAndGeneralAmt |
| Fundraising | $798,844 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,140 | TotalAmt |
| Program Services | $7,417 | ProgramServicesAmt |
| Management And General | $8,558 | ManagementAndGeneralAmt |
| Fundraising | $96,165 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUNDRAISING ASSESSMENT | $4,894,391 | $4,894,391 | ||
| CULTIVATION | $314,015 | $296,592 | $14,358 | $3,065 |
| FINANCE CHARGES | $202,117 | $198,064 | $3,980 | $73 |
| MEMBERSHIP DUES | $56,961 | $30,679 | $3,002 | $23,280 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,864 | TotalAmt |
| Program Services | $70,159 | ProgramServicesAmt |
| Management And General | $13,573 | ManagementAndGeneralAmt |
| Fundraising | $68,132 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,755,287 | TotalAmt |
| Program Services | $57,776,422 | ProgramServicesAmt |
| Management And General | $4,428,164 | ManagementAndGeneralAmt |
| Fundraising | $25,550,701 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,475,521 | BOYAmt |
| EOY | $18,087,634 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,984,999 | BOYAmt |
| EOY | $110,560,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,758,764 | BOYAmt |
| EOY | $4,659,613 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,802 | BOYAmt |
| EOY | $366,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,824,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,270,630 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,601,073 | BOYAmt |
| EOY | $553,415 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,387,557 | BOYAmt |
| EOY | $465,507,038 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,182 | BOYAmt |
| EOY | $16,590,584 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,187,898 | BOYAmt |
| EOY | $616,325,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,627,148 | BOYAmt |
| EOY | $13,315,834 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,938,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,899,401 | BOYAmt |
| EOY | $19,303,592 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,526,549 | BOYAmt |
| EOY | $35,558,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,912,192 | BOYAmt |
| EOY | $19,207,775 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,749,157 | BOYAmt |
| EOY | $561,559,697 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,661,349 | BOYAmt |
| EOY | $580,767,472 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,187,898 | BOYAmt |
| EOY | $616,325,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $32,215,661 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$25,332,898 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,776,640 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,644,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,031,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,961,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,886,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,687,266 | CurrentTaxYearAmt |
| Total | $346,211,565 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $271,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,654 | CurrentTaxYearAmt |
| Total | $891,745 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,644,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,303,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,153,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,121,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,879,920 | CurrentTaxYearAmt |
| Total | $347,103,310 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,503,857 | SubstantialContributorsTotAmt |
| Public Support Total170 | $325,599,453 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,500,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,322,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,531,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,812,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,736,514 | CurrentTaxYearAmt |
| Total | $44,902,913 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $151,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,000 | CurrentTaxYearAmt |
| Total | $555,722 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,063,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,517,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $460,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $417,297 | CurrentTaxYearAmt |
| Total | $3,459,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $396,021,393 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $138,510,960 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING EVENT REVENUE - 2016 AMOUNT: $ 1,063,482. 2017 AMOUNT: $ 1,517,810. 2018 AMOUNT: $ 460,859. 2019 AMOUNT: $ 417,297. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $448,937,214 | BeginningYearBalanceAmt |
| Contributions | $23,224,244 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,303,132 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,984,315 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,359,695 | OtherExpendituresAmt |
| End Year Balance | $445,514,316 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $420,797,221 | BeginningYearBalanceAmt |
| Contributions | $26,325,497 | ContributionsAmt |
| Investment Earnings Or Losses | $12,634,393 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,783,362 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,036,535 | OtherExpendituresAmt |
| End Year Balance | $448,937,214 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $385,067,705 | BeginningYearBalanceAmt |
| Contributions | $27,490,580 | ContributionsAmt |
| Investment Earnings Or Losses | $17,786,417 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,372,624 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,174,857 | OtherExpendituresAmt |
| End Year Balance | $420,797,221 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $342,447,190 | BeginningYearBalanceAmt |
| Contributions | $24,532,065 | ContributionsAmt |
| Investment Earnings Or Losses | $25,234,689 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,715,097 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,431,142 | OtherExpendituresAmt |
| End Year Balance | $385,067,705 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,940,685 | BeginningYearBalanceAmt |
| Contributions | $35,970,565 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,464,814 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,889,271 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,109,975 | OtherExpendituresAmt |
| End Year Balance | $342,447,190 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00550 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18080 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,823,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,511,925 | DepreciationAmt |
| Book Value | $311,904 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,085,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,041,197 | DepreciationAmt |
| Book Value | $44,069 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,914,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,717,508 | DepreciationAmt |
| Book Value | $197,442 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $553,415 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY PAYABLE | $16,280,593 |
| TRUST HELD FOR THE BENEFIT OF OTHERS | $2,203,054 |
| REFUNDABLE DEPOSITS | $852,814 |
| PAYABLE TO RELATED ORGANIZATION | -$32,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,303,592 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $89,945,014 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$25,332,898 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $192,654 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$4,737,491 | OtherRevenueAmt |
| Revenue Not Reported | -$29,877,735 | RevenueNotReportedAmt |
| Revenue Subtotal | $119,822,749 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $148,199 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $148,199 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $119,970,948 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $89,838,891 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $192,654 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,039,149 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,231,803 | ExpensesNotReportedAmt |
| Expenses Subtotal | $87,607,088 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $148,199 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $148,199 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $87,755,287 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE EARNINGS FROM THE UNIVERSITY OF CINCINNATI FOUNDATION ENDOWMENT FUNDS ARE TRANSFERRED TO THE UNIVERSITY OF CINCINNATI TO BE DISBURSED ACCORDING TO THE RESTRICTIONS OF EACH ENDOWMENT. THESE RESTRICTIONS INCLUDE SCHOLARSHIPS, PRIZES, AWARDS AND SUPPORT FOR THE COLLEGES AND DEPARTMENTS OF THE UNIVERSITY. |
| PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS EXEMPT FROM FEDERAL INCOME TAXES. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AS TO WHETHER IT IS MORE LIKELY THAN NOT A TAX POSITION COULD BE SUSTAINED IN THE EVENT OF AN AUDIT BY THE APPLICABLE TAXING AUTHORITY. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS, AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. OPEN TAX YEARS FOR THE FOUNDATION INCLUDE 2019, 2018 AND 2017. AS OF JUNE 30, 2020 AND 2019, THE FOUNDATION HAS NO ASSETS OR LIABILITIES RECORDED RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,831. FUNDRAISING EVENT EXPENSES 1,036,684. PLEDGE LOSS -5,779,006. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PV OF ANNUITIES PAYABLE 1,002,465. FUNDRAISING EVENT EXPENSES 1,036,684. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUND | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $598,050 | GrossReceiptsAmt |
| Retained By Contractor | $525,065 | RetainedByContractorAmt |
| Net To Organization | $72,985 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $598,050 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $525,065 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $72,985 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRAIN TUMOR CENTER WALK AHEAD | Event1Nm |
| Gross Receipts Event1 | $303,315 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $289,650 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,665 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,195 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $566 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $47,653 | OtherDirectExpensesEvent1Amt |
| Event2 | SUNFLOWER REVOLUTION | Event2Nm |
| Gross Receipts Event2 | $155,062 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $151,793 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,269 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,405 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $188 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $55,319 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 24 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $557,440 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $157,077 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $400,363 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $68,250 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $283,668 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $12,155 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $566,284 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,015,817 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $598,520 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $417,297 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $70,850 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $284,422 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,155 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $669,256 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,036,683 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$619,386 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CINCINNATI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 CLIFTON AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 316000989 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $54,660,124 | CashGrantAmt |
| Non Cash Assistance | $39,758 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | IN-KIND | NonCashAssistanceDesc |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION WAS ESTABLISHED AS THE FUNDRAISING ENTITY FOR THE UNIVERSITY OF CINCINNATI. ALL MONEY RAISED IS TRANSFERRED TO THE UNIVERSITY. THE FOUNDATION DOES NOT DETERMINE THE USE OF THE GIFT FUNDS. FUNDS RAISED ARE ALLOCATED ACCORDING TO RESTRICTIONS ESTABLISHED BY DONORS. IF GIFTS ARE MADE WITHOUT DONOR RESTRICTIONS, ALLOCATION IS DETERMINED BY THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER LANDGREN | ||||||||||||||
| PRESIDENT | $488,638 | $0 | $16,957 | $0 | $12,396 | $0 | $25,000 | $0 | $21,602 | $0 | $564,593 | $0 | $0 | $0 |
| THOMAS D FREEMAN | ||||||||||||||
| VP, CFO, TREASURER | $237,560 | $15,584 | $23,608 | $0 | $138 | $0 | $23,786 | $6,000 | $12,707 | $0 | $297,799 | $21,584 | $0 | $0 |
| MICHAEL D ZENZ | ||||||||||||||
| VP, DEVELOPMENT-AHC/UCH | $239,368 | $0 | $15,399 | $0 | $138 | $0 | $20,951 | $0 | $18,816 | $0 | $294,672 | $0 | $0 | $0 |
| JENNIFER L HEISEY | ||||||||||||||
| EX. DIR.,VP ALUMNI RELATIONS | $228,750 | $0 | $20,250 | $0 | $88 | $0 | $19,000 | $0 | $11,103 | $0 | $279,191 | $0 | $0 | $0 |
| STEPHEN A ROSFELD | ||||||||||||||
| VP FOR DEVELOPMENT | $211,541 | $0 | $20,850 | $0 | $54 | $0 | $19,000 | $0 | $25,070 | $0 | $276,515 | $0 | $0 | $0 |
| CARRIE E WHITE | ||||||||||||||
| VP ADVANCEMENT SERVICES | $200,380 | $0 | $19,750 | $0 | $59 | $0 | $19,000 | $0 | $27,258 | $0 | $266,447 | $0 | $0 | $0 |
| KAREN HATCHER | ||||||||||||||
| AVP DEVELOPMENT, ATHLETICS | $187,066 | $0 | $11,085 | $0 | $341 | $0 | $18,753 | $0 | $4,753 | $0 | $221,998 | $0 | $0 | $0 |
| CALEB WHITTED | ||||||||||||||
| AVP, PRINCIPAL GIVING | $167,833 | $0 | $3,140 | $0 | $33 | $0 | $11,028 | $0 | $20,389 | $0 | $202,423 | $0 | $0 | $0 |
| DANNY Z FERRELL | ||||||||||||||
| EX, DIR. GIFT PLANNING | $150,745 | $0 | $14,413 | $0 | $32 | $0 | $10,645 | $0 | $13,917 | $0 | $189,752 | $0 | $0 | $0 |
| LINDA BLEDSOE | ||||||||||||||
| VP, HUMAN RESOURCES | $144,291 | $0 | $8,022 | $0 | $62 | $0 | $14,641 | $0 | $14,361 | $0 | $181,377 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THIS ITEM IS COMPREHENDED UNDER THE FOUNDATION'S APPROVED EXPENDITURE POLICY. |
| PART I, LINE 5 | BONUSES ARE PAID TO EMPLOYEES CONTINGENT UPON MEETING SET FUNDRAISING GOALS AS WELL AS DEPENDENT UPON THE ORGANIZATION REACHING FUNDRAISING COMMITMENTS FOR THE YEAR. BONUS AMOUNTS ARE EQUAL TO A PERCENTAGE OF THE EMPLOYEES SALARY. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 159 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,507,634 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PROMO. MAT/EVENTS | Desc |
| Contribution | 53 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,758 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | PUBLICLY TRADED STOCK IS SOLD BY LOCAL STOCK BROKERS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD TRUSTEES SEAN P. CONNELL AND PATRICIA L. KLINGBIEL-CONNELL HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE OF THE FOUNDATION FOR REVIEW. THE AUDIT COMMITTEE REPORTS ON THE RESULTS OF THE REVIEW TO THE EXECUTIVE COMMITTEE OF THE FOUNDATION BOARD OF TRUSTEES FOR FINAL APPROVAL PRIOR TO FILING. THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES MUST ACT IN ACCORDANCE WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. TRUSTEES SHALL DISCLOSE TO THE BOARD ANY ACTUAL, APPARENT, OR POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. WHERE A TRUSTEE'S BUSINESS OR OTHER RELATIONSHIP MAY BE INVOLVED IN A FINANCIAL TRANSACTION WITH THE FOUNDATION, SUCH TRANSACTION SHALL BE MADE AS A RESULT OF COMPETITIVE BIDDING OR OTHER OBJECTIVE MEASURE IN THE BEST INTEREST OF THE FOUNDATION, OR, WHERE PRICE IS NOT A FACTOR, DECISIONS SHALL BE MADE ONLY AFTER DISCUSSIONS BY THE BOARD OF TRUSTEES, AND ONLY WHERE IT IS CLEAR THAT NO OTHER SOURCE CAN BETTER SERVE THE FOUNDATION. A TRUSTEE WHO HAS MADE SUCH A DISCLOSURE SHALL ABSTAIN FROM VOTING ON SUCH MATTERS SUBJECT TO THE CONFLICT OF INTEREST POLICY, THE TRUSTEE MAY BE INVITED TO THE BOARD TO PARTICIPATE IN THE DISCUSSION. THE BOARD MEETING MINUTES SHALL REFLECT THAT A DISCLOSURE WAS MADE AND NOTE THE TRUSTEE'S ABSTENTION FROM VOTING. A TRUSTEE WHO IS RECUSED MAY BE COUNTED FOR PURPOSES OF DETERMINING THE PRESENCE OF A QUORUM AT THE MEETING BUT SHALL NOT BE COUNTED FOR PURPOSES OF DETERMINING THE PRESENCE OF A QUORUM FOR THE REQUISITE BOARD ACTION. THE TRUSTEES ANNUALLY SHALL COMPLETE, UPDATE, SIGN, AND CERTIFY THEIR INDEPENDENCE, OR PROMPTLY REPORT IN DETAIL ANY RELATIONSHIPS THAT ARE OR MAY BE A CONFLICT OF INTEREST TO THE SECRETARY OF THE FOUNDATION BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | POSITION COMPENSATION IS COMPARED ANNUALLY TO MARKET COMPENSATION BENCHMARKING DATA BY THE HUMAN RESOURCES DEPARTMENT. EVALUATION OF INDIVIDUAL PERFORMANCE AGAINST ESTABLISHED GOALS OCCURS ANNUALLY. THE UNIVERSITY OF CINCINNATI FOUNDATION BOARD OF TRUSTEES COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION DECISIONS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN FISCAL YEAR 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PV OF ANNUITIES PAYABLE -1,002,465. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,831. PLEDGE LOSS -5,779,006. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CINCINNATI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 CLIFTON AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316000989 | EIN |
| Primary Activities | SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF CINCINNATI | ||
| B | $54,699,883 | FMV |
| UNIVERSITY OF CINCINNATI | ||
| K | $239,470 | FMV |
| UNIVERSITY OF CINCINNATI | ||
| P | $174,309 | COST |
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