MID-IOWA HEALTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MID-IOWA HEALTH FOUNDATION (EIN 42-1235348)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-27
- IRS object ID
- 202021489349100007
- Schema version
- 2019v5.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-27T13:55:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421046003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corwin Reichter & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 Jordan Creek Pkwy Ste 120 | AddressLine1Txt |
| City | West Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502665821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421235348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mid-Iowa Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MID- | BusinessNameControlTxt |
| Phone | 5152776411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 Ingersoll Ave No 104 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503123535 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne Mineck | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5152776411 | PhoneNum |
| Signature | 2020-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lyle D Reichter CPA CMA | PreparerPersonNm |
| PTIN | P00065165 | PTIN |
| Phone | 5153090215 | PhoneNum |
| Preparation | 2020-05-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.215.28.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-20 | IPDt |
| IP Tm | 11:20:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD33E6CDBEA0FE8CD863A1954B03140246EAD91B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,138,896 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $370,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,987 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,987 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $312,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $312,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,693,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,230,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,693,776 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,380,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,010,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $118,915 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,513 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,402 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $88,739 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $88,739 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,426 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,415 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $40,101 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,829 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,961 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,868 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,286 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $28,363 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,363 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,590 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,590 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,776 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,776 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,169 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $529,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $688,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $784,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,218,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,185,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,161,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,922,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $407,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $366,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $366,940 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $5,500 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $8,836 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,785 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,785 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,578,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,601,798 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,601,798 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,496,073 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,157,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,157,373 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $382 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $14,496,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,138,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,138,896 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,528 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,466 | AccountsPayableEOYAmt |
| Grants Payable BOY | $180,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $84,340 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $100 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,700 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $197,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,506 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,299,254 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,016,390 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,299,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,016,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,496,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,138,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,299,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,161,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,555,857 | OtherIncreasesAmt |
| Subtotal | $17,016,390 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,016,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities/Funds | $13,092,999 | $11,536,796 | $1,556,203 | $1,556,203 | |
| Capital Gains Dividends | $137,573 | $137,573 | $137,573 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,693,776 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $907,546 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,035,933 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056595 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $992,723 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,181,753 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065389 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $813,117 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,103,070 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $808,963 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,268,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $757,514 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,699,162 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048252 | DistributionYr5Rt |
| Total Distribution | 0.280873 | TotalDistributionRt |
| Average Distribution | 0.056175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,830,186 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $889,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,223 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $908,484 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,185,543 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,223 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,223 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,519 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,519 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $209 | EsPenaltyAmt |
| Overpayment | $87 | OverpaymentAmt |
| Applied To ES Tax | $87 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.midiowahealth.org | WebsiteAddressTxt |
| Individual With Books | Suzanne Mineck | IndividualWithBooksNm |
| Phone | 5152776411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 Ingersoll Ave Suite 104 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503123535 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kelly Grossman | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Rob Barron | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Hayley L Harvey | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Joseph Jones | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Secretary-Treasurer | 1.00 | $0 | $0 | $0 |
| Libby Jacobs | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Chair | 1.00 | $0 | $0 | $0 |
| Buck Olsen | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Tammy Gentry | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Judith Vogel | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Suzanne Mineck | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | President | 40.00 | $118,915 | $8,324 | $0 |
| Izaah Knox | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
| Chris Cook | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Vice Chair | 1.00 | $0 | $0 | $0 |
| Carrie Clogg | ||||||||
| 3900 Ingersoll Avenue Ste 104 | Des Moines | IA | 50312 | Director | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Denise Swartz | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 Ingersoll Avenue Ste 104 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $88,739 | CompensationAmt |
| Employee Benefits | $6,142 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,637,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $434,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,071,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,071,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,830,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $791,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $791,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,223 | TotalTaxAmt |
| Distributable Before Adj | $772,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $772,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $772,286 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,185,543 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,185,543 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,223 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,166,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $772,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $62,190 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $257,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $568,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,185,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $413,257 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $981,284 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $981,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,190 | ExcessFromYear4Amt |
| Excess From Year3 | $115,461 | ExcessFromYear3Amt |
| Excess From Year2 | $257,589 | ExcessFromYear2Amt |
| Excess From Year1 | $132,787 | ExcessFromYear1Amt |
| Excess From Current Year | $413,257 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Suzanne Mineck | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 Ingersoll Ave Suite 104 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503123535 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152776411 | RecipientPhoneNum |
| Form And Info And Materials | Please contact Denise Swartz or Suzanne Mineck at 515-277-6411 or go to the Mid-Iowa Health Foundation website at www.midiowahealth.org to learn more about the grant process and how to apply. Non-profit organziations may apply for a grant through the competitive application process. Contact Denise or Suzanne to discuss your ideas for addressing the HealthConnect Innovation Grants priority. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See the website for application deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Proposals are not considered for: for-profit entities, individuals, scholarships, conference registration fees, programs supporting religious activities, general operations or special camps, capital campaigns, endowment campaigns, debt reduction, or fundraising events. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Blank Children's Hospital | ||||||
| 1200 Pleasant Street | Des Moines | IA | 50309 | PC | Improve children's mental health and well being in Iowa | $15,000 |
| Blank Children's Hospital | ||||||
| 1215 Pleasant Street | Des Moines | IA | 50309 | PC | Funding analysis for children's behavioral health in Iowa | $3,000 |
| Child and Family Policy Center | ||||||
| 505 Fifth Ave Ste 404 | Des Moines | IA | 50309 | PC | Improving access to & quality of care for low-income children | $15,000 |
| City of Des Moines | ||||||
| 1551 E Martin Luther King Jr Pkwy | Des Moines | IA | 50317 | GOV | Evelyn K Davis Park basketball court lights | $40,000 |
| City of Des Moines | ||||||
| 2309 Euclid Ave | Des Moines | IA | 50310 | GOV | Civil and human rights symposium | $1,000 |
| Coalition for Family & Children's Services of Iowa | ||||||
| 1111 Ninth St Ste 235 | Des Moines | IA | 50314 | PC | Engage thought leaders & leadership teams to prepare for Family First | $40,000 |
| Community Foundation of Greater Des Moines | ||||||
| 1915 Grand Avenue | Des Moines | IA | 50309 | POF | Iowa ACEs 360 continuum of health systems change | $15,000 |
| Community Foundation of Greater Des Moines | ||||||
| 1915 Grand Avenue | Des Moines | IA | 50309 | POF | Iowa ACEs 360 social emotional learning activities organizational capacity expansion | $50,000 |
| Community Foundation of Greater Des Moines | ||||||
| 1915 Grand Avenue | Des Moines | IA | 50309 | POF | Capital Crossroads - Midpoint Review | $2,500 |
| Community Foundation of Greater Des Moines | ||||||
| 1915 Grand Avenue | Des Moines | IA | 50309 | POF | Transportation gap analysis/collaborative support | $10,000 |
| Community Foundation of Greater Des Moines | ||||||
| 1915 Grand Avenue | Des Moines | IA | 50309 | POF | Iowa ACEs 360 assistance for trauma informed child welfare & juvenile detention | $2,750 |
| Community Youth Concepts | ||||||
| 1446 Martin Luther King Jr Pkwy | Des Moines | IA | 50314 | PC | uVoice | $24,000 |
| Des Moines Public Schools | ||||||
| 2100 Fleur Drive | Des Moines | IA | 50321 | PC | DMPS School Climate and Culture Summit | $1,000 |
| Dorothy's House | ||||||
| PO Box 57672 | Des Moines | IA | 50317 | PC | Safe place for surivors of sex trafficking & sexual exploitation | $2,500 |
| Drake University | ||||||
| 2507 University Ave | Des Moines | IA | 50311 | PC | Integrating medical & dental health care | $1,500 |
| Eat Greater Des Moines | ||||||
| 501 SW 7th St Ste G2 | Des Moines | IA | 50309 | PC | Expand access to healthy food through systemic collaboration & innovation | $15,000 |
| EveryStep | ||||||
| 1111 Ninth St Ste 320 | Des Moines | IA | 50314 | PC | Prenatal family engagement project, Nine2Thrive | $15,000 |
| Foundations Inc | ||||||
| 701 East Gate Drive Suite 300 | Mt Laurel | NJ | 08054 | PC | Leveraging Medicaid to support a key social determinant of health, children's asthma, by funding home assessment and housing remediation | $15,000 |
| Grantmakers in Health | ||||||
| 1130 Connecticut Ave Ste 700 | Washington | DC | 20036 | PC | Technical Assistance | $2,875 |
| Healthy Birth Day Inc | ||||||
| PO Box 71093 | Clive | IA | 50325 | PC | Decreasing toxic stress by linking stillbirth prevention & protection efforts | $15,000 |
| Healthy Birth Day Inc | ||||||
| PO Box 71093 | Clive | IA | 50325 | PC | Reducing racial disparities that persist in birth outcomes | $15,000 |
| Iowa Coalition for Collective Change | ||||||
| 950 Office Park Road 127 | West Des Moines | IA | 50266 | PC | Building a coalition of providers who are committed to improving access and quality for the most at-risk pregnant and parenting families. | $15,000 |
| Iowa Department of Human Services | ||||||
| 1305 E Walnut St | Des Moines | IA | 50319 | GOV | Support implementation of Iowa Children's Behavioral Health System Universal Screening | $50,000 |
| Iowa Healthiest State Initiative | ||||||
| 301 Grand Ave | Des Moines | IA | 50309 | PC | Make it OK | $20,000 |
| Iowa Public Health Association | ||||||
| 501 SW 7th St Ste G | Des Moines | IA | 50309 | PC | Vaccination partners advocacy network | $15,000 |
| Iowa Public Radio | ||||||
| 2111 Grand Ave Ste 100 | Des Moines | IA | 50312 | PC | Hire a Full Time Health Reporter | $60,000 |
| Iowa Western Community College | ||||||
| 2700 College Rd | Council Bluffs | IA | 51503 | PC | Mini-Grant | $500 |
| Latinas Latinos Al Exito Inc | ||||||
| PO Box 93531 | Des Moines | IA | 50393 | PC | Improving lives of Latino youth | $15,000 |
| Latinas Latinos Al Exito Inc | ||||||
| PO Box 93531 | Des Moines | IA | 50393 | PC | Impact of immigration policies on the health & wellbeing of Latinx families in Iowa | $15,000 |
| Mercy Hospital Medical Foundation | ||||||
| 411 Laurel St Ste 2250 | Des Moines | IA | 50314 | PC | Pediatric community health worker | $36,510 |
| Orchard Place | ||||||
| 2116 Grand Avenue | Des Moines | IA | 50312 | PC | 2019 TIC Conference | $1,000 |
| Planned Parenthood of the Heartland | ||||||
| 818 5th Ave Ste 200 | Des Moines | IA | 50309 | PC | Peer education community input project | $10,000 |
| Please Pass the Love | ||||||
| PO Box 93873 | Des Moines | IA | 50393 | PC | State-wide school mental health systems work | $6,000 |
| Polk County Continuum of Care | ||||||
| 505 5th Ave Ste 1000 | Des Moines | IA | 50309 | GOV | Ending Youth Homelessness | $39,000 |
| Polk County Housing Trust Fund | ||||||
| 505 5th Ave Ste 1000 | Des Moines | IA | 50309 | PC | Undesign the red line | $2,500 |
| Primary Health Care Inc | ||||||
| 1200 University Ave Ste 200 | Des Moines | IA | 50314 | PC | Community health worker integration in Monroe Elementary School | $15,000 |
| Proteus Inc | ||||||
| 1221 Center St Ste 16 | Des Moines | IA | 50309 | PC | Care coordination for farmworker families | $15,000 |
| Street Collective | ||||||
| 506 E 6th St | Des Moines | IA | 50309 | PC | Increase physical activity & safer streets - encourage walking, biking | $15,000 |
| United Way of Central Iowa | ||||||
| 1111 Ninth St Ste 100 | Des Moines | IA | 50314 | PC | ACEs Prenatal Development and Collaboration | $60,000 |
| United Way of Central Iowa | ||||||
| 1111 Ninth St Ste 100 | Des Moines | IA | 50314 | PC | Obesity prevention & promotion of healthy habits for kids and families in Iowa | $15,000 |
| United Way of Story County | ||||||
| 315 Clark Ave | Ames | IA | 50010 | PC | Impact of the climat of school & out of school programs on chronic absenteeism & engagement | $15,000 |
| Urban Dreams | ||||||
| 601 Forest Ave | Des Moines | IA | 50314 | PC | Barbershop Books project | $12,000 |
| USCRI Des Moines | ||||||
| 1200 University Ave Ste 205 | Des Moines | IA | 50314 | PC | A platform to promote health equity for new Iowan children | $10,000 |
| Young Women's Resource Center | ||||||
| 818 5th Ave | Des Moines | IA | 50309 | PC | Exploring racial trauma & pursuing racial equity | $25,000 |
| Youth Emergency Services & Shelter of Iowa | ||||||
| 918 SE 11th St | Des Moines | IA | 50309 | PC | Mini-Grant | $1,000 |
| Youth Policy Institute of Iowa | ||||||
| 6200 Aurora Ste 206E | Des Moines | IA | 50322 | PC | Prevent homelessness for youth aging out of foster care | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $784,635 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Iowa Public Radio | ||||||
| 2111 Grand Ave Ste 100 | Des Moines | IA | 50312 | PC | Hire a Full Time Health Reporter | $60,000 |
| Mercy Hospital Medical Foundation | ||||||
| 411 Laurel St Ste 2250 | Des Moines | IA | 50314 | PC | Pediatric community health worker | $24,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $84,340 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,987 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,693,394 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,010,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,010,070 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Seafam Corporation | |||||||||||
| 1 | 1122 4th Street SW | Calgary | AB | CA | T2R 1M1 | $330,000 | Yes (X) | ||||
| Wells Fargo Bank | |||||||||||
| 2 | $40,000 | Yes (X) | 2840 Ingersoll Ave | Des Moines | IA | 50312 | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and tax services | CategoryTxt |
| Amt | $14,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,900 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Disposal of Furn & Equip Under $5,000 | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2019-01 | SoldDt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$382 | TotalNetAmt |
| Accumulated Depreciation | $19,394 | AccumulatedDepreciationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (299 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 58.Com Inc | $15,147 | $15,147 |
| ABB Ltd | $30,474 | $30,474 |
| ABBVIE Inc. | $34,531 | $34,531 |
| Accenture PLC | $33,059 | $33,059 |
| Addidas AG-Spons ADR | $21,164 | $21,164 |
| Adobe Systems Inc. | $57,717 | $57,717 |
| AECOM | $10,049 | $10,049 |
| AES Corp | $8,736 | $8,736 |
| Agree Realty Corp | $28,349 | $28,349 |
| Air Liquide ADR | $11,501 | $11,501 |
| Airbus SE | $22,565 | $22,565 |
| Alcon Inc | $5,544 | $5,544 |
| Alibaba Group | $68,084 | $68,084 |
| Allergan PLC | $13,000 | $13,000 |
| Allstate Corp | $31,598 | $31,598 |
| Ally Financial Inc | $9,229 | $9,229 |
| Alphabet Inc. | $48,218 | $48,218 |
| Alphabet Inc. | $49,470 | $49,470 |
| Altice USA Inc | $19,493 | $19,493 |
| Altria Group Inc | $24,256 | $24,256 |
| Amazon Com Inc | $97,936 | $97,936 |
| Ambarella Inc | $30,341 | $30,341 |
| AMC Networks Inc | $6,123 | $6,123 |
| American Electric Power Inc | $10,113 | $10,113 |
| American Express Company | $14,441 | $14,441 |
| American Tower Corp REIT | $27,119 | $27,119 |
| American Woodmark Corp | $43,999 | $43,999 |
| Ameriprise Financial Inc. | $17,824 | $17,824 |
| Amgen Inc | $30,857 | $30,857 |
| AMN Healthcare Services | $53,400 | $53,400 |
| Angiodynamics Inc | $18,155 | $18,155 |
| Anthem Inc | $30,505 | $30,505 |
| Aon Plc | $44,574 | $44,574 |
| Apple Inc | $95,436 | $95,436 |
| Applied Materials Inc | $3,235 | $3,235 |
| Argo Group Intl | $32,349 | $32,349 |
| Assa Abloy Ab | $23,465 | $23,465 |
| Astrazeneca PLC | $35,251 | $35,251 |
| Atlantic UN Bankshares Corp | $46,149 | $46,149 |
| Autozone Inc | $13,104 | $13,104 |
| Axalta Coating Systems Ltd | $11,157 | $11,157 |
| Balchem Corp | $36,892 | $36,892 |
| Ball Corp | $9,248 | $9,248 |
| Bank of America Corp | $89,670 | $89,670 |
| Barnes Group Inc | $36,247 | $36,247 |
| BB Seguridade Participacoes S/A | $18,479 | $18,479 |
| Beiersdorf AG | $18,610 | $18,610 |
| Benchmark Electronics Inc | $32,608 | $32,608 |
| Berry Global Group Inc | $1,852 | $1,852 |
| BHP Billiton Ltd | $17,452 | $17,452 |
| Big Lots Inc | $25,532 | $25,532 |
| Biogen Inc | $11,276 | $11,276 |
| BNP Paribas ADR | $16,715 | $16,715 |
| Boeing Co | $34,205 | $34,205 |
| Boot Barn Holdings Inc | $22,977 | $22,977 |
| Boston Scientific Corp | $8,637 | $8,637 |
| Bristol Myers Squibb Co | $33,957 | $33,957 |
| Bristol-Myers RTS | $81 | $81 |
| Broadcom Inc | $22,437 | $22,437 |
| C T S Corporation | $25,058 | $25,058 |
| Cabot Oil & Gas | $3,430 | $3,430 |
| CACI Intl Inc | $47,498 | $47,498 |
| Calamp Corp | $14,495 | $14,495 |
| Callon Petroleum Co | $33,375 | $33,375 |
| Canadian National Ry Co | $14,020 | $14,020 |
| Carlisle Companies Inc | $16,831 | $16,831 |
| Carlsberg As-B | $19,185 | $19,185 |
| Carolina Financial Corp | $36,529 | $36,529 |
| Carpenter Technology Corp | $28,673 | $28,673 |
| CF Industries Holdings Inc | $18,141 | $18,141 |
| Chesapeake Utilities | $22,520 | $22,520 |
| Chevron Corporation | $75,680 | $75,680 |
| Chipotle Mexican Grill | $19,254 | $19,254 |
| CIA Saneamento Basico | $10,987 | $10,987 |
| Cisco Systems Inc | $24,220 | $24,220 |
| CIT Group | $7,711 | $7,711 |
| Citigroup Inc | $72,141 | $72,141 |
| Citizens Financial Grp Inc | $18,518 | $18,518 |
| Columbia Banking System | $24,899 | $24,899 |
| Comcast Corp | $66,241 | $66,241 |
| Compass Group PLC | $15,237 | $15,237 |
| ConocoPhillips | $28,288 | $28,288 |
| Constellatin Brands Inc | $9,298 | $9,298 |
| Costco Whosale Corp | $33,801 | $33,801 |
| Coupa Software Inc | $9,799 | $9,799 |
| Credit Acceptance Corp Michigan | $8,404 | $8,404 |
| Crown Holdings Inc | $16,829 | $16,829 |
| CSX Corp | $15,485 | $15,485 |
| Cummins Inc | $14,854 | $14,854 |
| CVR Energy Inc | $4,124 | $4,124 |
| Daiwa House Ind Ltd | $21,807 | $21,807 |
| Danaher Corp | $18,111 | $18,111 |
| Davita Inc | $18,682 | $18,682 |
| Dbs Group Holdings | $22,917 | $22,917 |
| Delta Air Lines Inc | $14,445 | $14,445 |
| Dexcom Inc | $13,781 | $13,781 |
| Discover Financial | $18,576 | $18,576 |
| Disney Walt Company | $28,637 | $28,637 |
| Domitar Corp New | $7,419 | $7,419 |
| Dorman Products Inc | $42,100 | $42,100 |
| Dupont De Nemours Inc | $8,410 | $8,410 |
| Easterly Government Properties Inc | $51,874 | $51,874 |
| Ebay Inc | $19,463 | $19,463 |
| Edwards Lifescience Corp | $13,764 | $13,764 |
| Eli Lilly & Co | $9,332 | $9,332 |
| Emcor Group Inc | $10,701 | $10,701 |
| Engie Spon ADR | $29,138 | $29,138 |
| ENN Energy Hldgs Ltd ADR | $18,581 | $18,581 |
| Entergy Corp New | $17,012 | $17,012 |
| EOG Resources Inc | $5,277 | $5,277 |
| Equinor ASA | $15,490 | $15,490 |
| Essex Property Trust Inc | $18,653 | $18,653 |
| Exact Sciences Corp | $9,525 | $9,525 |
| Exelon Corporation | $45,453 | $45,453 |
| Exlservice Holdings Inc | $41,468 | $41,468 |
| Expedia Inc | $5,731 | $5,731 |
| Extra Space Storage Inc | $16,265 | $16,265 |
| Facebook Inc | $59,523 | $59,523 |
| Ferguson Plc | $15,471 | $15,471 |
| Firstenergy Corp | $4,228 | $4,228 |
| Fleetcor Technologies Inc | $35,102 | $35,102 |
| FNF Group | $16,145 | $16,145 |
| Forward Air Corp | $49,525 | $49,525 |
| Franklin Electric Inc | $40,468 | $40,468 |
| FTI Consulting Inc | $16,046 | $16,046 |
| G-III Apparel Group Ltd | $35,678 | $35,678 |
| General Mills Inc | $14,193 | $14,193 |
| General Motors Co | $7,320 | $7,320 |
| Genmab A/S Spon ADR | $8,932 | $8,932 |
| Getty Realty Corp | $22,023 | $22,023 |
| Gilead Sciences Inc | $29,371 | $29,371 |
| Goldman Sachs US Large Cap Equity ETF | $1,362,080 | $1,362,080 |
| Granite Construction Co | $23,686 | $23,686 |
| Great Western Bancorp Inc | $31,509 | $31,509 |
| Grupo Financiero Banorte Sab | $18,568 | $18,568 |
| Guardant Health Inc | $6,017 | $6,017 |
| Herbalife Nutrition Ltd | $20,403 | $20,403 |
| Hitachi Ltd ADR | $19,334 | $19,334 |
| Hollyfrontier Corp | $16,481 | $16,481 |
| Hologic Inc | $11,591 | $11,591 |
| Home Depot Inc | $17,470 | $17,470 |
| Hunstman Corp | $13,095 | $13,095 |
| ICF International Inc | $33,808 | $33,808 |
| Icici Bank Ltd | $19,677 | $19,677 |
| Illumina Inc | $25,876 | $25,876 |
| Integra Lifesciences Holdings Corporation | $47,149 | $47,149 |
| Intuitive Surgical Inc | $27,193 | $27,193 |
| Invitation Homes Inc | $16,364 | $16,364 |
| IQVIA Holdings Inc | $15,451 | $15,451 |
| Ishares Core MSCI ETF | $668,123 | $668,123 |
| Ishares Core S&P 500 ETF | $1,540,885 | $1,540,885 |
| Ishares Core MSCI Emerging Mkts ETF | $505,989 | $505,989 |
| Jazz Pharmaceuticals PLC | $20,153 | $20,153 |
| Johnson & Johnson | $24,069 | $24,069 |
| JPMorgan Chase & Co | $14,079 | $14,079 |
| K.Force Inc | $34,182 | $34,182 |
| KAO Corp | $24,406 | $24,406 |
| Kasikornbank Pub Co Ltd | $8,261 | $8,261 |
| KBR Inc | $11,560 | $11,560 |
| Kering SA | $33,530 | $33,530 |
| Komatsu Ltd Spon ADR | $18,775 | $18,775 |
| Koninklijke DSM NV ADR | $18,148 | $18,148 |
| LA-Z-Boy Inc | $22,634 | $22,634 |
| LAM Research Corp | $23,977 | $23,977 |
| Lauder Estee Cos Inc | $26,437 | $26,437 |
| Lear Corp | $6,311 | $6,311 |
| Leidos Holdings Inc | $17,816 | $17,816 |
| LHC Group LLC | $60,201 | $60,201 |
| Littlefuse Inc | $34,051 | $34,051 |
| Lonza Group Ag | $19,889 | $19,889 |
| LTC Properties Inc REIT | $32,772 | $32,772 |
| Lululemon Athletica Inc | $34,287 | $34,287 |
| M T S Systems Corp | $34,389 | $34,389 |
| Makita Corporation ADR | $20,569 | $20,569 |
| Marcus & Millichap Inc | $40,305 | $40,305 |
| Marriott Intl Inc | $18,323 | $18,323 |
| Mastec Inc | $17,387 | $17,387 |
| Mastercard Inc | $74,050 | $74,050 |
| Matador Resources Co | $34,035 | $34,035 |
| McKesson Corporation | $10,374 | $10,374 |
| Medpace Holdings Inc | $26,647 | $26,647 |
| Medtronic PLC | $48,443 | $48,443 |
| Mercantile Bk Corp | $22,538 | $22,538 |
| Methode Electronics | $32,031 | $32,031 |
| Metlife Inc | $9,328 | $9,328 |
| MIcron Technology Inc | $3,818 | $3,818 |
| Microsoft Corp | $94,620 | $94,620 |
| Mid-Amer Apt Communities REIT | $4,483 | $4,483 |
| Moelis & Co | $10,055 | $10,055 |
| Molson Coors Brewing Co | $5,282 | $5,282 |
| Movado Group Inc | $18,566 | $18,566 |
| Mowi ASA Spon ADR | $16,677 | $16,677 |
| Mr Price Group Ltd | $8,033 | $8,033 |
| Mylan NV | $5,126 | $5,126 |
| Netflix Com Inc | $50,153 | $50,153 |
| Nextar Media Group Inc | $71,171 | $71,171 |
| Nike Inc | $42,044 | $42,044 |
| Nintendo Ltd ADR | $23,253 | $23,253 |
| Nordea Bank Ab | $21,234 | $21,234 |
| Northrop Grumman Corp | $30,269 | $30,269 |
| Novartis Ag | $51,890 | $51,890 |
| NRG Energy Inc | $18,842 | $18,842 |
| Nvidia Corp | $43,530 | $43,530 |
| NXP Semiconductors NV | $37,160 | $37,160 |
| OGE Energy Corp | $10,717 | $10,717 |
| Old Natl Bancorp IND | $43,750 | $43,750 |
| Omnicell Inc | $37,346 | $37,346 |
| Omnicom Group | $9,641 | $9,641 |
| Onto Innovation Inc | $24,628 | $24,628 |
| Oracle Corporation | $32,954 | $32,954 |
| Paramount Grp Inc | $20,393 | $20,393 |
| Paypal Holdings Inc | $17,307 | $17,307 |
| PBF Energy Inc | $3,639 | $3,639 |
| PC Connection Inc | $32,428 | $32,428 |
| Perusahaan Perseroan Persero Pt | $13,138 | $13,138 |
| Phillips 66 | $25,959 | $25,959 |
| Pilgrims Pride Corp | $19,793 | $19,793 |
| Ping An Insurance | $34,082 | $34,082 |
| Popular Inc | $19,681 | $19,681 |
| Primerica Inc | $17,887 | $17,887 |
| Proctor & Gamble Co | $38,469 | $38,469 |
| Progressive Corp Ohio | $12,668 | $12,668 |
| Prudential PLC | $34,205 | $34,205 |
| PT Bank Mandiri Persero TBK | $7,615 | $7,615 |
| Pulte Group Inc | $19,516 | $19,516 |
| Qualcomm Inc | $45,703 | $45,703 |
| Red Electrica Corporacion | $11,035 | $11,035 |
| Regions Financial Corp | $21,141 | $21,141 |
| Relx Plc Adr | $33,230 | $33,230 |
| Royal Dutch Shell Plc | $43,055 | $43,055 |
| Ryanair holdings Plc | $18,310 | $18,310 |
| Ryohin Keikaku Co | $17,770 | $17,770 |
| S&P Global Inc | $20,479 | $20,479 |
| Safran SA | $64,244 | $64,244 |
| Salesforce.com | $66,845 | $66,845 |
| Sampo Oyja-a | $24,984 | $24,984 |
| Sanlam Ltd | $12,326 | $12,326 |
| Sanofi ADR | $36,596 | $36,596 |
| SAP SE | $47,834 | $47,834 |
| Selective Ins Group Inc | $40,418 | $40,418 |
| Sensient Technologies | $32,781 | $32,781 |
| Servicenow Inc | $20,892 | $20,892 |
| Shin-Etsu Chemical ADR | $20,433 | $20,433 |
| Shopify Inc | $21,867 | $21,867 |
| Silicon Motion Technology ADR | $27,688 | $27,688 |
| Sinclair Broadcast Group Inc | $16,137 | $16,137 |
| Sirius XM Holdings Inc | $3,308 | $3,308 |
| South St Corp | $45,630 | $45,630 |
| Southern Company | $2,484 | $2,484 |
| Splunk Inc | $23,963 | $23,963 |
| Square Inc | $8,133 | $8,133 |
| Starbucks corp | $42,729 | $42,729 |
| STD Motor Products | $37,413 | $37,413 |
| Stifel Financial Corp | $48,641 | $48,641 |
| Store Capital Corp | $9,571 | $9,571 |
| Sumitomo Mitsui Finl Group Inc | $23,853 | $23,853 |
| Suncor Energy Inc | $30,078 | $30,078 |
| Suzuki Motor Corp ADR | $13,005 | $13,005 |
| Sykes Enterprises Inc | $37,397 | $37,397 |
| Taiwan Semiconductor Mfg Co | $48,455 | $48,455 |
| Target corp | $12,308 | $12,308 |
| Telenor Asa-Ads | $22,867 | $22,867 |
| Tencent Holdings Ltd | $36,680 | $36,680 |
| Tesco PLC Spon ADR | $21,345 | $21,345 |
| Tesla Inc | $35,140 | $35,140 |
| Tetra Tech Inc | $60,743 | $60,743 |
| Toll Brothers | $7,309 | $7,309 |
| Travelers Cos Inc | $44,920 | $44,920 |
| Twilio Inc | $8,354 | $8,354 |
| Tyson Foods Inc | $19,574 | $19,574 |
| Uber Technologies Inc | $9,368 | $9,368 |
| UMB Financial Corp | $20,661 | $20,661 |
| Unilever Plc | $21,667 | $21,667 |
| Union Pacific Corp | $17,356 | $17,356 |
| United Airlines Holdings Inc | $18,587 | $18,587 |
| United Bankshares Inc W VA | $47,552 | $47,552 |
| United Rentals Inc | $12,841 | $12,841 |
| United Technologies Corp | $7,488 | $7,488 |
| Unitedhealth Group Inc | $21,755 | $21,755 |
| Unitil Corp | $22,812 | $22,812 |
| Universal Display Corp | $4,740 | $4,740 |
| US Bancorp | $13,518 | $13,518 |
| Valero Energy Corp | $25,005 | $25,005 |
| Varex Imaging Corp | $20,241 | $20,241 |
| Verizon Communications | $51,330 | $51,330 |
| Vertex Pharmaceuticals Inc | $16,859 | $16,859 |
| Vestas Wind Systems | $11,313 | $11,313 |
| Vinci SA | $15,915 | $15,915 |
| Visa Inc | $62,947 | $62,947 |
| Vistra Energy Corp | $17,036 | $17,036 |
| Vivendi SA | $30,108 | $30,108 |
| Volkswagen AG | $33,991 | $33,991 |
| Voya Financial Inc | $19,331 | $19,331 |
| Walgreens Boots Alliance Inc | $21,167 | $21,167 |
| WalMart Stores Inc | $4,041 | $4,041 |
| Wolters Kluwer NV | $23,371 | $23,371 |
| Workday Inc | $18,254 | $18,254 |
| Xilinx Inc | $11,732 | $11,732 |
| Idacorp Inc | $49,662 | $49,662 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Delaware Group Global & Intl Fds Emerging Mkts Fd | FMV | $710,109 | $710,109 |
| Eaton Vance Ser II Income Fund boston | FMV | $484,481 | $484,481 |
| Lazard Fds Inc Lazard Developing Mkts Equity Port | FMV | $708,807 | $708,807 |
| Metropolitan West Total Return Bd Fd | FMV | $1,741,315 | $1,741,315 |
| PGIM Jennison Mid-Cap Growth fd | FMV | $506,252 | $506,252 |
| Pimco Fds Pac invt Mgmt Ser Emerging Mkts Bd Fd | FMV | $486,596 | $486,596 |
| Touchstone Fds Grp Mid Cap Value Fund | FMV | $519,813 | $519,813 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $1,225 | $0 | $1,225 |
| Insurance | $5,056 | $0 | $5,056 |
| Office Expense | $17,922 | $0 | $17,922 |
| Telephone | $2,745 | $0 | $2,745 |
| Information Technology | $7,221 | $0 | $7,221 |
| Deferred Excise Taxes | $21,600 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains (losses) on Investments | Desc |
| Amt | $1,555,857 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Federal Excise Tax | Desc |
| BOY Book Value | $100 | BOYBookValueAmt |
| EOY Book Value | $21,700 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consulting | $29,868 | $0 | $29,868 |
| Investment fees | $70,961 | $70,961 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Tax | $19,223 | $0 | $0 |
| Foreign taxes | $6,286 | $6,286 | $0 |
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