2020-01-13T12:18:02-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990 2018-07-01 421508117 COMMUNITY FOUNDATION OF JOHNSON COUNTY COMM 3193370483 501 12TH AVE NO 102 CORALVILLE IA 52241 SHELLY MAHARRY EXECUTIVE DIRECTOR 3193370483 2020-01-07 1 DAVID LITTLE P01480921 3193632697 67.137.57.251 2020-01-07 09:40:44 CS P E08963AC268195C1909E66F47FD4C6D720818CF5 2FBEFE20CA9FBCE9975C8DD0893E71CECAC97200 2018 2020-11-19 02:30:22Z X SHELLY MAHARRY 501 12TH AVE NO 102 CORALVILLE IA 52241 12320505 0 X WWW.CFJC.ORG X 2000 IA WE CONNECT THOSE WHO CARE WITH THOSE WHO NEED BY SECURING DONATIONS FOR 501(C)(3) ORGANIZATIONS 22 22 4 90 0 0 2999647 7441494 0 0 1605653 2018082 80278 -17102 4685578 9442474 2720744 1749089 0 0 210970 271258 0 0 55662 631540 797620 3563254 2817967 1122324 6624507 28775909 36123633 7597 13998 28768312 36109635 TO SERVE JOHNSON COUNTY BY GROWING ENDOWMENTS AND DISTRIBUTING FUNDS TO BUILD A GREATER COMMUNITY. WE CONNECT THOSE WHO CARE WITH THOSE WHO NEEDCARE. 0 0 2153547 1749089 0 ENCOURAGE JOHNSON COUNTY CITIZENS TO MAKE DONATIONS TO SPECIFIC ENDOWMENT FUNDS FOR NON-PROFIT ORGANIZATIONS, POOL, ENGAGE AND MONITOR INVESTMENT MANAGERS AND MAKE GRANTS TO BENEFIT THE COMMUNITY THROUGH SUPPORT OF NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS. 2153547 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 4 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X SHELLY MAHARRY 3193370483 501 12TH AVE NO 102 CORALVILLE IA 52241 LAURA BERGUS DIRECTOR 2.00 X 0 0 0 MICHAEL BENNING DIRECTOR 2.00 X 0 0 0 SUSAN BRENNAN DIRECTOR 2.00 X 0 0 0 CASEY COOK DIRECTOR 2.00 X 0 0 0 TITA COFFMAN DIRECTOR 2.00 X 0 0 0 BOB DVORSKY DIRECTOR 2.00 X 0 0 0 BART FLOYD DIRECTOR 2.00 X 0 0 0 JANET GODWIN DIRECTOR 2.00 X 0 0 0 PAT HEIDEN DIRECTOR 2.00 X 0 0 0 TODD JACOBSON DIRECTOR 2.00 X 0 0 0 KEITH JONES DIRECTOR 2.00 X 0 0 0 NATE KAEDING DIRECTOR 2.00 X 0 0 0 SARAH LEONARD DIRECTOR 2.00 X 0 0 0 ANNA MOYERS STONE DIRECTOR 2.00 X 0 0 0 ART NOWAK DIRECTOR 2.00 X 0 0 0 JASON WAGNER DIRECTOR 2.00 X 0 0 0 PAULA WEIGEL DIRECTOR 2.00 X 0 0 0 MARY WESTBROOK DIRECTOR 2.00 X 0 0 0 SARAH MAIERS PRESIDENT 2.00 X 0 0 0 CHARLIE NUSSER VICE PRESIDENT 2.00 X 0 0 0 SARAH RICHARDSON SECRETARY 2.00 X 0 0 0 DEAN PRICE TREASURER 2.00 X 0 0 0 SHELLY MAHARRY EXECUTIVE DIRECTOR 40.00 X 66250 0 0 DAVE LEWIS FORMER EXECUTIVE DIRECTOR 40.00 X 13980 0 1370 80230 0 1370 0 0 0 0 0 34337 7407157 4245525 7441494 623986 623986 4249085 2854989 1394096 1394096 1394096 5940 34337 23042 -17102 -17102 9442474 0 0 2000980 1749089 1749089 121350 26500 73650 21200 108191 48868 54838 4485 13565 4616 8949 11247 4079 5129 2039 16905 5537 8557 2811 16585 16585 109156 109156 4999 2569 2430 6818 2252 3799 767 28345 9369 16632 2344 17864 5895 9111 2858 20640 6818 11499 2323 8972 2964 4998 1010 2111 697 1176 238 4784 1580 2665 539 DONOR SUPPORT FEES 420434 138876 274231 7327 PASS THROUGH ACTIVITY 140507 140507 0 0 MISCELLANEOUS 16405 3331 7783 5291 2817967 2153547 608758 55662 1745547 1302165 200000 200000 14525 7025 0 7500 26800711 34613968 29651 28775909 36123633 7597 13998 7597 13998 X 1464689 35899709 27303623 209926 28768312 36109635 28775909 36123633 X 6624507 716816 X X 0 1 X 1 0 X 4136436 2451931 5856917 2999647 7447434 22892365 4136436 2451931 5856917 2999647 7447434 22892365 2416296 20476069 256615 313053 401080 460931 623983 2055662 24948027 0.82070 0.76750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 1 1093 1093 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: FEES PAID TO AN ATTORNEY TO LOBBY THE LEGISLATURE FOR ENDOW IOWA ON BEHALF OF ALL QUALIFIED COMMUNITY FOUNDATIONS IN THE STATE OF IOWA 95 139 6027924 1100805 1206363 646080 16786442 19323196 1 1 0 26507240 4326102 3121848 867350 109156 402138 32576546 24269303 2407320 2513085 2199156 101631 381681 26507240 18046065 5136264 2768901 1138248 168867 374812 24269303 17983668 1362992 58867 712509 368371 278582 18046065 17222728 1884550 491776 522700 850292 242394 17783668 0.97500 0.00000 0.02500 0 0 14525 7025 7500 7500 MONEY MARKET 781998 F BONDS AND FIXED INCOME 9937881 F EQUITIES AND REAL ESTATE FUNDS 23884162 F INVESTMENT IN LIMITED PARTNERSHIPS 9927 F 34613968 PAYROLL LIABILITIES 13998 13998 X 10050134 716816 716816 9333318 109156 109156 9442474 2708811 0 2708811 109156 109156 2817967 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS A FOUNDATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE DETERMINATION IS THAT THE FOUNDATION IS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD TO EVALUATE UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2019 AND 2018. GOLF TOURNAMENT 40277 34337 5940 12657 6384 4001 40277 34337 5940 12657 6384 4001 23042 -17102 1 AFS - USA 120 WALL STREET 4TH FLOOR NEW YORK NY 10005 391711417 501(C)(3) 5000 TO SUPPORT THE MISSION OF THE ORGANIZATION. AGING SERVICES 740 N 15TH AVENUE SUITE A HIAWATHA IA 52233 237085316 501(C)(3) 5000 TO SUPPORT THE MISSION OF THE ORGANIZATION. AMERICAN CANCER SOCIETY 4080 FIRST AVENUE NE SUITE 101 CEDAR RAPIDS IA 52402 131788491 501(C)(3) 25995 TO SUPPORT THE MISSION OF THE ORGANIZATION. BPO ELKS LODGE #590 637 FOSTER ROAD IOWA CITY IA 52240 420136070 OTHER 14473 TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. BRAIN INJURY ALLIANCE 1556 S FIRST AVENUE SUITE A IOWA CITY IA 52240 421182407 501(C)(3) 7519 TO SUPPORT THE MISSION OF THE ORGANIZATION. BUR OAK LAND TRUST 5 STURGIS CORNER DRIVE SUITE 1250 IOWA CITY IA 52246 421104058 501(C)(3) 18759 TO SUPPORT THE MISSION OF THE ORGANIZATION. CATHERINE MCAULEY CENTER 866 4TH AVENUE SE CEDAR RAPIDS IA 52403 421342872 501(C)(3) 6300 TO SUPPORT THE MISSION OF THE ORGANIZATION. CHILDREN'S CANCER CONNECITON 2708 GRAND AVENUE DES MOINES IA 50312 421313167 501(C)(3) 50000 TO SUPPORT THE MISSION OF THE ORGANIZATION. CITY OF CORALVILLE 1512 7TH STREET CORALVILLE IA 52241 426004814 GOVERNMENT 18711 PERFORMING ARTS CENTER FUNDING COMMUNITY CRISIS SERVICES AND FOOD BANK 1121 GILBERT COURT IOWA CITY IA 52240 420955992 501(C)(3) 325200 TO SUPPORT THE MISSION OF THE ORGANIZATION. CORALVILLE CENTER FOR THE PERFORMING ARTS 1301 5TH STREET CORALVILLE IA 52241 426004814 OTHER 13000 TO SUPPORT THE MISSION OF THE ORGANIZATION. CORALVILLE FOOD PANTRY PO BOX 5523 CORALVILLE IA 52241 473509757 501(C)(3) 16037 TO SUPPORT THE MISSION OF THE ORGANIZATION. COUNCIL FOR INTERNATIONAL VISITORS TO IOWA CITIES 26 E MARKET STREET 241 IOWA CITY IA 52245 421272034 501(C)(3) 6237 TO SUPPORT THE MISSION OF THE ORGANIZATION. COURAGE LEAGUE SPORTS 4405 121ST STREET URBANDALE IA 50323 461443733 501(C)(3) 10000 TO SUPPORT THE MISSION OF THE ORGANIZATION. CROSSBRIDGE COMMUNITY CHURCH 935 ELDRIDGE ROAD 282 SUGARLAND TX 77478 743043744 501(C)(3) 10000 TO SUPPORT THE MISSION OF THE ORGANIZATION. ELDER SERVICES INC 2210 9TH STREET 1 CORALVILLE IA 52241 421146533 501(C)(3) 10073 TO SUPPORT THE MISSION OF THE ORGANIZATION. FAITH ACADEMY 15 FOSTER ROAD IOWA CITY IA 52245 420989258 501(C)(3) 9337 TO SUPPORT THE MISSION OF THE ORGANIZATION. FIGHT WITH FLASH FOUNDATION 2920 DIAMOND MIL CIRCLE CORALVILLE IA 52241 475360520 501(C)(3) 15044 TO SUPPORT THE MISSION OF THE ORGANIZATION. FILM SCENE 118 E COLLEGE STREET SUITE 101 IOWA CITY IA 52240 454103745 501(C)(3) 10000 TO SUPPORT THE MISSION OF THE ORGANIZATION. FIRST PRESBYTERIAN CHURCH 2701 ROCHESTER AVENUE IOWA CITY IA 52245 420681418 501(C)(3) 5826 TO SUPPORT THE MISSION OF THE ORGANIZATION. FREE LUNCH PROGRAM 1105 S GILBERT COURT 100 IOWA CITY IA 52240 264722790 501(C)(3) 6000 TO SUPPORT THE MISSION OF THE ORGANIZATION. FRIENDS OF THE CENTER 28 S LINN STREET IOWA CITY IA 52240 201219019 501(C)(3) 45852 TO SUPPORT THE MISSION OF THE ORGANIZATION. GIRL SCOUTS OF EASTERN IOWA AND WESTERN ILLINOIS INC 940 GOLDEN VALLEY DRIVE BETTENDORF IA 52722 421008848 501(C)(3) 5500 TO SUPPORT THE MISSION OF THE ORGANIZATION. GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 51102 421272032 501(C)(3) 15000 TO SUPPORT THE MISSION OF THE ORGANIZATION. GIRLS ON THE RUN OF EASTERN IOWA 26 E MARKET STREET IOWA CITY IA 52245 451294227 501(C)(3) 6200 TO SUPPORT THE MISSION OF THE ORGANIZATION. HARVEST PRESERVE FOUNDATION INC 1645 N SCOTT BLVD IOWA CITY IA 52245 202420512 501(C)(3) 34015 TO SUPPORT THE MISSION OF THE ORGANIZATION. HOSPICE HOME OF JOHNSON COUNTY PO BOX 3338 IOWA CITY IA 52244 462471547 501(C)(3) 19000 TO SUPPORT THE MISSION OF THE ORGANIZATION. IC COMPASSION 1035 WADE STREET IOWA CITY IA 52240 205008629 501(C)(3) 5000 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA CITY COMMUNITY SCHOOL DISTRICT FOUNDATION 1725 N DODGE STREET IOWA CITY IA 52245 421177023 501(C)(3) 19159 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA CITY COMMUNITY SCHOOL DISTRICT 1725 N DODGE STREET IOWA CITY IA 52240 426023567 GOVERNMENT 22174 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA CITY FREEE MEDICAL CLINIC 2440 TOWNCREST DRIVE IOWA CITY IA 52240 420960955 501(C)(3) 18151 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA CITY UNESCO CITY OF LITERATURE 123 S LINN STREET IOWA CITY IA 52245 271303892 501(C)(3) 8600 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA JOBS FOR AMERICA'S GRADUATES GRIMES STATE OFFICE BUILDING 400 E 14TH STREET DES MOINES IA 50309 421492988 501(C)(3) 5000 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA ROTARY DISTRICT 6000 HEF FOUNDATION PO BOX 5774 IOWA CITY IA 52241 421347779 501(C)(3) 7817 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA STATE UNIVERSITY OFFICE OF STUDENT FINANCIAL AID 0210 BEARDSHEAR HALL AMES IA 50011 426004224 GOVERNMENT 5250 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA VALLEY HABITAT FOR HUMANITY 2401 SCOTT BLVD SE IOWA CITY IA 52240 421410210 501(C)(3) 12123 TO SUPPORT THE MISSION OF THE ORGANIZATION. IOWA WRITERS HOUSE 332 E DVENPORT STREET IOWA CITY IA 52245 202420512 OTHER 22928 TO SUPPORT THE MISSION OF THE ORGANIZATION. JOHNSON COUNTY HISTORICAL SOCIETY PO BOX 5081 CORALVILLE IA 52241 237427638 501(C)(3) 31481 TO SUPPORT THE MISSION OF THE ORGANIZATION. LORAS COLLEGE 1450 ALTA VISTA STREET DUBUQUE IA 52001 420680412 OTHER 27615 TO SUPPORT THE MISSION OF THE ORGANIZATION. NEIGHBORHOOD CENTERS OF JOHNSON COUNTY PO BOX 2491 IOWA CITY IA 52244 421060964 501(C)(3) 6275 TO SUPPORT THE MISSION OF THE ORGANIZATION. PLANNED PARENTHOOD OF THE HEARTLAND 818 5TH AVENUE SUITE 200 DES MOINES IA 50309 420727488 501(C)(3) 7500 TO SUPPORT THE MISSION OF THE ORGANIZATION. PROJECT GREEN 410 E WASHINGTON STREET IOWA CITY IA 52240 421521269 501(C)(3) 8357 TO SUPPORT THE MISSION OF THE ORGANIZATION. REGINA FOUNDATION 2140 ROCHESTER AVENUE IOWA CITY IA 52245 510158837 501(C)(3) 222273 TO SUPPORT THE MISSION OF THE ORGANIZATION. SHELTER HOUSE INC PO BOX 3164 IOWA CITY IA 52244 421231451 501(C)(3) 112926 TO SUPPORT THE MISSION OF THE ORGANIZATION. SOLON DOLLARS FOR SCHOLARS PO BOX 551 SOLON IA 52333 465034853 501(C)(3) 14769 TO SUPPORT THE MISSION OF THE ORGANIZATION. ST PATRICK CAHTOLIC CHURCH 4330 ST PATRICKS DRIVE IOWA CITY IA 52240 420680275 501(C)(3) 15127 TO SUPPORT THE MISSION OF THE ORGANIZATION. STRENGTHEN GROW EVOLVE 221 E WASHINGTON STREET IOWA CITY IA 52240 420680275 501(C)(3) 15250 TO SUPPORT THE MISSION OF THE ORGANIZATION. SUMMER OF THE ARTS 319 E 1ST STREET IOWA CITY IA 52240 421412706 501(C)(3) 6201 TO SUPPORT THE MISSION OF THE ORGANIZATION. TABLE TO TABLE FOOD DISTRIBUTION NETWORK 840 S CAPITOL STREET IOWA CITY IA 52240 421457219 501(C)(3) 14249 TO SUPPORT THE MISSION OF THE ORGANIZATION. THE ARC OF SOUTHEAST IOWA 2620 MUSCATINE AVENUE IOWA CITY IA 52240 420933140 501(C)(3) 5000 TO SUPPORT THE MISSION OF THE ORGANIZATION. THE ENGLERT THEATRE 221 E WASHINGTON STREET IOWA CITY IA 52240 421508154 501(C)(3) 5100 TO SUPPORT THE MISSION OF THE ORGANIZATION. THE IOWA CHILDREN'S MUSEUM 1451 CORAL RIDGE AVENUE CORALVILLE IA 52241 421461422 501(C)(3) 5000 TO SUPPORT THE MISSION OF THE ORGANIZATION. THE UNIVESITY OF IOWA SERVICE CENTER 17 CALVIN HALL IOWA CITY IA 52242 426004813 GOVERNMENT 16320 TO SUPPORT THE MISSION OF THE ORGANIZATION. UNITED WAY OF JOHNSON & WASHINGTON COUNTIES 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 426062055 501(C)(3) 51167 TO SUPPORT THE MISSION OF THE ORGANIZATION. UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT PO BOX 4550 IOWA CITY IA 52244 420796760 501(C)(3) 118375 TO SUPPORT THE MISSION OF THE ORGANIZATION. UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 358045 SEATTLE WA 98195 943079432 501(C)(3) 20000 TO SUPPORT THE MISSION OF THE ORGANIZATION. VETERANS LIBERTY CENTER 2114-16-18 RIVERSIDE DRIVE IOWA CITY IA 52246 474878234 501(C)(3) 26000 TO SUPPORT THE MISSION OF THE ORGANIZATION. 53 4 PART I, LINE 2: THE FOUNDATION DOES REQUEST GRANT REPORTS FROM ORGANIZATIONS RECEIVING GRANT PROCEEDS OR EXPENDITURE SUBSTANTIATION X 18 1346975 STOCK MARKET VALUE X 1 2898550 APPRAISED VALUE 0 0 1 0 PART I, COLUMN (B): REPORTING NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS REVIEW AS WELL AS THE FINANCE COMMITTEE BEFORE RETURN IS FILED. AN ELECTRONIC COPY OF THE FULL RETURN IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, COMMITTEE MEMBERS AND GRANT REVIEWERS ARE COVERED UNDER THE POLICY. THE FORM ASKS EACH INDIVIDUAL TO DISCLOSE ANY AND ALL RELATIONSHIPS WITH OTHER ORGANIZATIONS AND BUSINESSES THEY MAY REPRESENT A POTENTIAL CONFLICT OF INTEREST. PRIOR TO VOTING ON CERTAIN ISSUES MEMBERS ARE ASK IN ADVANCE IF ANYONE MAY HAVE A CONFLICT OF INTEREST. IF SO, THEY ARE ASK TO RECUSE THEMSELVES FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15A A PERFORMANCE EVALUATION FORM IS SENT TO ALL DIRECTORS ANNUALLY FOR THEIR PERSONAL REVIEW OF THE EXECUTIVE DIRECTOR. EVALUATIONS ARE COLLECTED AND SUMMARIZED BY THE SECRETARY OF THE ORGANIZATION TO PROVIDE A FORMAL REVIEW TO THE BOARD AS WELL AS THE EXECUTIVE DIRECTOR. DOCUMENTED REVIEW IN THE EMPLOYEE FILE WITH BOARD APPROVAL AND VOTE IN THE BOARD MINUTES. THE COUNCIL ON FOUNDATIONS GRANTMAKER SALARY AND BENEFITS REPORT: SALARY TABLES ARE REVIEWED BY ALL EXECUTIVE COMMITTEE MEMBERS TO DETERMINE MINIMUM, MEDIAN AND MAXIMUM COMPENSATION FOR A SIMILAR POSITION IN OUR IMMEDIATE DEMOGRAPHIC AREA. THEN A RECOMMENDATION FOR COMPENSATION IS MADE TO THE FULL BOARD FOR VOTE. THIS PROCESS WAS LAST COMPLETED IN 2019. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: UNREALIZED GAIN IN INVESTMENTS 716,816. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.