DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER (EIN 42-0730347)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201933179349304883
- Schema version
- 2018v3.1
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T13:05:40-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420730347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DES MOINES UNIVERSITY OSTEOPATHIC | BusinessNameLine1Txt |
| Business Name Line2 | MEDICAL CENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESM | BusinessNameControlTxt |
| Phone | 5152711585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503124198 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK J PEIFFER | PersonNm |
| Person Title | SENIOR VP AND CFO | PersonTitleTxt |
| Phone | 5152711585 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.135 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 13:29:10 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DES MOINES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA L WALKER FRANKLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503124198 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,969,312 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DMU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES IN OUR GLOBAL COMMUNITY BY EDUCATING DIVERSE GROUPS OF HIGHLY COMPETENT AND COMPASSIONATE HEALTH PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1188 | TotalEmployeeCnt |
| Total Volunteers | 1051 | TotalVolunteersCnt |
| Total Gross UBI | $9,809 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $19,526 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,439,465 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,696,057 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,887,476 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,631,129 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,256,347 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,653,288 | CYInvestmentIncomeAmt |
| PY Other Revenue | $921,239 | PYOtherRevenueAmt |
| CY Other Revenue | $519,014 | CYOtherRevenueAmt |
| PY Total Revenue | $83,504,527 | PYTotalRevenueAmt |
| CY Total Revenue | $77,499,488 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,515,746 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,047,555 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,291,981 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,059,849 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $44,621 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $28,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,137,637 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,536,080 | PYOtherExpensesAmt |
| CY Other Expenses | $26,488,146 | CYOtherExpensesAmt |
| PY Total Expenses | $63,388,428 | PYTotalExpensesAmt |
| CY Total Expenses | $67,624,050 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,116,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,875,438 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $215,414,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,813,326 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,200,344 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,074,018 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $172,213,914 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $180,739,308 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES IN OUR GLOBAL COMMUNITY BY EDUCATING DIVERSE GROUPS OF HIGHLY COMPETENT AND COMPASSIONATE HEALTH PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $42,722,173 | ExpenseAmt |
| Grant | $2,047,555 | GrantAmt |
| Revenue | $60,763,323 | RevenueAmt |
| Desc | THE UNIVERSITY PROVIDED HEALTH SCIENCE EDUCATION SERVICES TO AN ENROLLMENT OF 1,549 STUDENTS DURING THE FISCAL YEAR ENDED 6/30/19. THE UNIVERSITY COMPRISES THREE COLLEGES OFFERING EIGHT GRADUATE DEGREE PROGRAMS AND ADDITIONAL EDUCATION OPPORTUNITIES WHICH ALL SHARE A COLLECTIVE STRENGTH, WHICH IS A COLLABORATIVE CAMPUS COMMUNITY WHERE STUDENTS AND FACULTY COME TOGETHER IN THE PURSUIT OF KNOWLEDGE. THE PROGRAMS SHARE A SINGULAR MISSION, WHICH IS TO DEVELOP DISTINCTIVE HEALTH PROFESSIONALS COMMITTED TO HEALTH PROMOTION, THE DISCOVERY OF KNOWLEDGE AND SERVICE TO THE COMMUNITY. THE UNIVERSITY PROVIDES STUDENTS WITH THE KNOWLEDGE AND SKILLS NEEDED TO BECOME HEALTH CARE PROFESSIONALS DEDICATED TO MAINTAINING AND RESTORING THE HEALTH OF THEIR PATIENTS. CLASSROOM INSTRUCTION AND CLINICAL TRAINING, WHICH IS ORGANIZED ON A NATIONAL LEVEL AND AT THE UNIVERSITY'S CLINIC, ARE PRESENTED IN AN ATMOSPHERE WHERE HUMANITARIAN CONCERNS, SCHOLARLY ACTIVITY AND HEALTH CARE DELIVERY SUPPORT THE PRIMARY PURPOSE OF TEACHING AND LEARNING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,897,168 | ExpenseAmt |
| Revenue | $4,299,258 | RevenueAmt |
| Desc | THE UNIVERSITY HOUSES A MULTI-SPECIALTY MEDICAL CLINIC PROVIDING BOTH CLINICAL TRAINING FOR STUDENTS AND HIGH QUALITY, COST EFFICIENT PATIENT CARE. THE MULTI-SPECIALTY FACULTY GROUP CONSISTING OF 31 PHYSICIANS AND NON-PHYSICIAN PROFESSIONAL PROVIDERS PERFORMED SERVICES FOR APPROXIMATELY 37,000 PATIENT VISITS ACROSS 4 SPECIALTIES. CLINIC STAFF AND PROVIDERS WORK AT COMMUNITY WELLNESS PROGRAMS AND HEALTH FAIRS SUCH AS PROVIDING SCHOOL PHYSICALS AND VACCINATIONS FREE OF CHARGE TO UNDERSERVED POPULATIONS. THE UNIVERSITY'S CLINIC SERVES THE GROWING IMMIGRANT AND REFUGEE POPULATION. IN THE LAST FISCAL YEAR THE UNIVERSITY'S CLINIC PROVIDED MORE THAN 700 PATIENT APPOINTMENTS FOR PATIENTS REQUIRING AN INTERPRETER, INCLUDING MANY REFUGEE PHYSICALS AND FOLLOW UP APPOINTMENTS. THE UNIVERSITY'S CLINIC PROVIDED MORE THAN $13,700 IN FREE OR DISCOUNTED HEALTH CARE TO ELIGIBLE PATIENTS THROUGH ITS FINANCIAL ASSISTANCE POLICY, PROVIDES RENT-FREE SPACE TO THE SENIOR HEALTH INSURANCE PROGRAM (SHIP) THROUGH WHICH APPROXIMATELY 500 SENIORS WERE SERVED, AND ALSO SERVES MEDICARE AND MEDICAID PATIENTS TO BENEFIT THE COMMUNITY IT SERVES. THE UNIVERSITY ACTS AS A LOCAL, STATE AND NATIONAL SOURCE FOR PRIMARY CARE PHYSICIANS AND ASSOCIATED HEALTH CARE PROVIDERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $49,619,341 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2206 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1188 | 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 | 0 | Form8282PropertyDisposedOfInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | 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 | SC | 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 | JARREN S HUMMEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152711585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVENUE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503124198 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LARRY J BAKER DO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY BRAVER DO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD M FELDMAN DO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCIA L HAMMERS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| C RENEE HARDMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| W HAL HATCHETT DPM | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J HELAK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTORIA L HERRING JD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL C HUBBELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL F KEELER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY K MASON PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK C MENADUE DO JD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| S AHMED MERCHANT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M MORAIN JD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J MURRAY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NICKI NIGRO DPM | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P RITZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY E SKOPIT DO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN E VERMEER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL C WITTE DO | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID L KAPASKA DO | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY A RADIA DO | ||||||||
| SECRETARY,GUEST LECTURER | 2.00 | Yes (X) | $1,050 | $0 | $0 | Yes (X) | ||
| JAY CHRISTENSEN | ||||||||
| TREASURER,GUEST LECTURER | 2.00 | Yes (X) | $300 | $0 | $0 | Yes (X) | ||
| ANGELA L WALKER FRANKLIN PHD | ||||||||
| PRESIDENT, CEO | 40.00 | $615,808 | $0 | $73,470 | Yes (X) | |||
| RALITSA AKINS MD PHD | ||||||||
| PROVOST | 40.00 | $250,898 | $0 | $16,995 | Yes (X) | |||
| MARK J PEIFFER | ||||||||
| SENIOR VP AND CFO | 40.00 | $286,050 | $0 | $21,544 | Yes (X) | |||
| BRET RIPLEY DO | ||||||||
| DEAN | 40.00 | $354,657 | $0 | $29,648 | Yes (X) | |||
| ROBERT YOHO DPM | ||||||||
| DEAN | 40.00 | $272,027 | $0 | $35,356 | Yes (X) | |||
| JODI CAHALAN PHD | ||||||||
| DEAN | 40.00 | $233,919 | $0 | $46,070 | Yes (X) | |||
| GEORGE CLAVENNA DO | ||||||||
| FACULTY | 40.00 | $461,191 | $0 | $21,551 | Yes (X) | |||
| JOSE FIGUEROA CASANOVA DO | ||||||||
| FACULTY | 40.00 | $258,883 | $0 | $33,716 | Yes (X) | |||
| STEVEN HARDER DO | ||||||||
| FACULTY | 40.00 | $257,361 | $0 | $45,820 | Yes (X) | |||
| ADRIAN WOOLLEY DO | ||||||||
| FACULTY | 40.00 | $246,891 | $0 | $35,356 | Yes (X) | |||
| JENNIFER LATTERELL DO | ||||||||
| ASSOCIATE DEAN | 40.00 | $241,792 | $0 | $32,265 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,480,827 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $391,791 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 76 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRAHAM CONSTRUCTION COMPANY | |||||
| 421 GRAND AVE | DES MOINES | IA | 50309 | GENERAL CONTRACTOR | $7,719,769 |
| UG2 LLC | |||||
| PO BOX 5972 | SPRINGFIELD | MA | 011015972 | FACILITIES MANAGEMENT | $2,684,506 |
| WORKSPACE | |||||
| 309 LOCUST STREET | DES MOINES | IA | 50309 | CONSULTING SERVICE | $809,906 |
| GTG CONSTRUCTION LLC | |||||
| 5637 RITTGERS COURT | JOHNSTON | IA | 50131 | GENERAL CONTRACTOR | $727,535 |
| ONENECK IT SOLUTIONS LLC | |||||
| 2900 WESTOWN PKWY SUITE F | WEST DES MOINES | IA | 50266 | PHONE SYSTEM AND SOFTWARE | $476,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $314,036 | FundraisingAmt |
| Government Grants | $1,322,895 | GovernmentGrantsAmt |
| All Other Contributions | $2,059,126 | AllOtherContributionsAmt |
| Noncash Contributions | $12,916 | NoncashContributionsAmt |
| Total Contributions | $3,696,057 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $60,331,871 | $60,331,871 |
| PATIENT CARE | 621110 | $4,299,258 | $4,299,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,631,129 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,989,582 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,809 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,979,773 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $341 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $341 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $154,261 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,180 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,081 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,081 | TotalRevenueColumnAmt |
| Exclusion | $100,081 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,973,748 | SecuritiesAmt |
| Other | $70,825 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,376,378 | SecuritiesAmt |
| Other | $4,489 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,597,370 | SecuritiesAmt |
| Other | $66,336 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,663,706 | TotalRevenueColumnAmt |
| Exclusion | $3,663,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,258 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $314,036 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,777 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,519 | TotalRevenueColumnAmt |
| Exclusion | -$12,519 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE INCOME | 900099 | $164,797 | $164,797 |
| REBATE INCOME | 900099 | $58,002 | $58,002 |
| PARKING PERMITS | 900099 | $41,400 | $41,400 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,912 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $431,111 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,499,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,062,581 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,809 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,731,041 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,047,555 | TotalAmt |
| Program Services | $2,047,555 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,235,998 | TotalAmt |
| Program Services | $793,847 | ProgramServicesAmt |
| Management And General | $1,442,151 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,804,606 | TotalAmt |
| Program Services | $23,390,954 | ProgramServicesAmt |
| Management And General | $4,794,718 | ManagementAndGeneralAmt |
| Fundraising | $618,934 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,179,669 | TotalAmt |
| Program Services | $1,756,324 | ProgramServicesAmt |
| Management And General | $371,536 | ManagementAndGeneralAmt |
| Fundraising | $51,809 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,771,791 | TotalAmt |
| Program Services | $2,790,562 | ProgramServicesAmt |
| Management And General | $891,263 | ManagementAndGeneralAmt |
| Fundraising | $89,966 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,067,785 | TotalAmt |
| Program Services | $1,609,856 | ProgramServicesAmt |
| Management And General | $413,334 | ManagementAndGeneralAmt |
| Fundraising | $44,595 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,278 | TotalAmt |
| Management And General | $185,278 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,175 | TotalAmt |
| Management And General | $89,175 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,097 | TotalAmt |
| Program Services | $25,097 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,500 | TotalAmt |
| Fundraising | $28,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,491 | TotalAmt |
| Management And General | $456,491 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,665,731 | TotalAmt |
| Program Services | $3,209,954 | ProgramServicesAmt |
| Management And General | $1,455,423 | ManagementAndGeneralAmt |
| Fundraising | $354 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,133 | TotalAmt |
| Program Services | $5,633 | ProgramServicesAmt |
| Management And General | $286,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,116 | TotalAmt |
| Program Services | $1,149,029 | ProgramServicesAmt |
| Management And General | $252,937 | ManagementAndGeneralAmt |
| Fundraising | $16,150 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,287,825 | TotalAmt |
| Program Services | $277,082 | ProgramServicesAmt |
| Management And General | $2,989,309 | ManagementAndGeneralAmt |
| Fundraising | $21,434 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225,755 | TotalAmt |
| Program Services | $1,773,108 | ProgramServicesAmt |
| Management And General | $452,647 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,236 | TotalAmt |
| Program Services | $415,402 | ProgramServicesAmt |
| Management And General | $120,609 | ManagementAndGeneralAmt |
| Fundraising | $53,225 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,397 | TotalAmt |
| Program Services | $80,388 | ProgramServicesAmt |
| Fundraising | $79,009 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078,576 | TotalAmt |
| Program Services | $830,775 | ProgramServicesAmt |
| Management And General | $247,801 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,708,583 | TotalAmt |
| Program Services | $2,361,570 | ProgramServicesAmt |
| Management And General | $1,347,013 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,169 | TotalAmt |
| Program Services | $86,943 | ProgramServicesAmt |
| Management And General | $317,226 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AFFIL. CLINICAL PROGRAM | $2,449,858 | $2,449,858 | ||
| EQUIP/SOFTWARE (NON-CAP | $1,871,969 | $859,895 | $1,011,229 | $845 |
| LIBRARY BOOKS/SUBSCRIP | $1,239,247 | $1,239,247 | ||
| UNRELATED BUS INC TAX | $7,733 | $7,733 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,333,777 | TotalAmt |
| Program Services | $2,466,262 | ProgramServicesAmt |
| Management And General | -$265,301 | ManagementAndGeneralAmt |
| Fundraising | $132,816 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,624,050 | TotalAmt |
| Program Services | $49,619,341 | ProgramServicesAmt |
| Management And General | $16,867,072 | ManagementAndGeneralAmt |
| Fundraising | $1,137,637 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,475 | BOYAmt |
| EOY | $1,475 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,729,931 | BOYAmt |
| EOY | $4,077,533 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,627 | BOYAmt |
| EOY | $921,311 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,671 | BOYAmt |
| EOY | $1,148,923 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,543,421 | BOYAmt |
| EOY | $4,384,122 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,290,685 | BOYAmt |
| EOY | $2,557,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $108,809,318 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,805,683 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,681,350 | BOYAmt |
| EOY | $58,003,635 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,167,164 | BOYAmt |
| EOY | $127,332,358 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,635,891 | BOYAmt |
| EOY | $24,122,133 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,066,043 | BOYAmt |
| EOY | $5,264,820 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,414,258 | BOYAmt |
| EOY | $227,813,326 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,217,599 | BOYAmt |
| EOY | $5,812,859 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,175,291 | BOYAmt |
| EOY | $6,275,879 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,708,254 | BOYAmt |
| EOY | $3,976,465 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,230,286 | BOYAmt |
| EOY | $23,310,141 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,496 | BOYAmt |
| EOY | $145,696 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,229,976 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,418 | BOYAmt |
| EOY | $3,323,002 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,200,344 | BOYAmt |
| EOY | $47,074,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,356,673 | BOYAmt |
| EOY | $162,671,301 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,453,391 | BOYAmt |
| EOY | $8,381,997 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,403,850 | BOYAmt |
| EOY | $9,686,010 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,213,914 | BOYAmt |
| EOY | $180,739,308 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,414,258 | BOYAmt |
| EOY | $227,813,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,875,438 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$610,924 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$739,120 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,869,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,485,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,419,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,439,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,696,057 | CurrentTaxYearAmt |
| Total | $12,909,770 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,869,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,485,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,419,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,439,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,696,057 | CurrentTaxYearAmt |
| Total | $12,909,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $12,909,770 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,613,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,880,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,121,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,109,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,134,375 | CurrentTaxYearAmt |
| Total | $18,858,360 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,809 | CurrentTaxYearAmt |
| Total | $89,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,858,099 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $308,456,720 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $30,958 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $30,958 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CERTAIN MEMBERS OF THE BOARD OF TRUSTEES, UNIVERSITY PERSONNEL, STUDENTS AND FRIENDS OF THE UNIVERSITY ATTEND VARIOUS ACTIVITIES WITH LEGISLATORS THROUGHOUT THE YEAR INCLUDING BOTH LOCAL/STATE AND NATIONAL EVENTS. THE OVERSIGHT OF THE UNIVERSITY'S LOBBYING ACTIVITIES ARE PRIMARILY THROUGH THE UNIVERSITY'S CHIEF EXTERNAL AND GOVERNMENTAL AFFAIRS (CEGA) OFFICER TO REPRESENT THE UNIVERSITY FOR STATE AND FEDERAL ISSUES AND DETERMINE THE POSITION OF THE UNIVERSITY WITH INPUT FROM SENIOR LEADERSHIP ON THE LEGISLATIVE AGENDA. THE CEGA ALSO RESPONDS TO THE POSITION OF THE UNIVERSITY ON SPECIFIC TECHNICAL BILLS AND LEGISLATIVE ITEMS. THE UNIVERSITY HAS UTILIZED EXTERNAL LOBBYISTS FOR ITS WORK WITH THE IOWA GENERAL ASSEMBLY AND STATE GOVERNMENT IN PROVIDING DIRECTION, MONITORING AND ANALYSIS OF BILLS BEING INTRODUCED AT THE STATE OF IOWA LEGISLATURE. SUCH COUNSEL HAS PROVIDED GUIDANCE ON THE STATUS OF APPROPRIATIONS FOR EXISTING STATE OF IOWA LEGISLATION WHICH PROVIDES FINANCIAL SUPPORT TO UNIVERSITY STUDENTS. IN ADDITION, COUNSEL HAS BEEN PROVIDED ON PROPOSED LEGISLATION WHICH WOULD EXPAND SUCH FINANCIAL SUPPORT FOR STUDENTS. LOBBYING EXPENSES ALSO INCLUDE $4,803 OF EXECUTIVE MANAGEMENT STAFF AND TRAVEL EXPENSES TO WASHINGTON D.C. TO DISCUSS UNIVERSITY FUNDING OPPORTUNITIES AND LOBBYING ACTIVITIES RELATING TO CERTAIN FEDERAL REGULATIONS IMPACTING THE UNIVERSITY AND OTHER EDUCATIONAL INSTITUTIONS IN ADDITION TO $1,133 IN EXECUTIVE STAFF AND OTHER EXPENSES TO DISCUSS THE UNIVERSITY'S LEGISLATIVE AGENDA WITH STATE LEGISLATORS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,849,269 | BeginningYearBalanceAmt |
| Contributions | $1,876,253 | ContributionsAmt |
| Investment Earnings Or Losses | $7,708,939 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,276,525 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,732,650 | OtherExpendituresAmt |
| Administrative Expenses | $456,491 | AdministrativeExpensesAmt |
| End Year Balance | $77,968,795 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,928,536 | BeginningYearBalanceAmt |
| Contributions | $888,517 | ContributionsAmt |
| Investment Earnings Or Losses | $8,368,147 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $911,963 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,836,314 | OtherExpendituresAmt |
| Administrative Expenses | $587,654 | AdministrativeExpensesAmt |
| End Year Balance | $75,849,269 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,332,355 | BeginningYearBalanceAmt |
| Contributions | $692,285 | ContributionsAmt |
| Investment Earnings Or Losses | $12,776,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $974,492 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,224,307 | OtherExpendituresAmt |
| Administrative Expenses | $674,136 | AdministrativeExpensesAmt |
| End Year Balance | $73,928,536 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,118,707 | BeginningYearBalanceAmt |
| Contributions | $1,427,770 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,112,047 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $878,820 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,499,181 | OtherExpendituresAmt |
| Administrative Expenses | $724,074 | AdministrativeExpensesAmt |
| End Year Balance | $67,332,355 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,142,955 | BeginningYearBalanceAmt |
| Contributions | $1,152,183 | ContributionsAmt |
| Investment Earnings Or Losses | $2,744,120 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $608,072 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,599,013 | OtherExpendituresAmt |
| Administrative Expenses | $713,466 | AdministrativeExpensesAmt |
| End Year Balance | $75,118,707 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,137,695 | OtherCostOrOtherBasisAmt |
| Book Value | $13,137,695 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,631,151 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,291,682 | DepreciationAmt |
| Book Value | $34,339,469 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,856,481 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,959,665 | DepreciationAmt |
| Book Value | $6,896,816 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,183,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,554,336 | DepreciationAmt |
| Book Value | $3,629,655 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,003,635 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SEI GLOBAL PRIVATE EQUITY | $1,958,272 | F |
| SEI GPA PRIVATE EQUITY | $3,804,592 | F |
| SEI SPECIAL SITUATIONS | $997,594 | F |
| SEI ENERGY DEBT | $550,402 | F |
| MORGAN STANLEY MULTI-STRATEGY EQUITY | $5,005,328 | F |
| MORGAN STANLEY PRIVATE EQUITY | $1,739,959 | F |
| MORGAN STANLEY DIRECT LENDING | $1,218,790 | F |
| MORGAN STANLEY GLOBAL MACRO | $4,193,030 | F |
| MORGAN STANLEY REAL ESTATE DEBT | $4,654,166 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,122,133 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INT RATE SWAP LIAB | Desc |
| Amt | $3,323,002 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,323,002 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $73,998,759 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$610,923 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,395 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$604,528 | RevenueNotReportedAmt |
| Revenue Subtotal | $74,603,287 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $456,491 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,439,710 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,896,201 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $77,499,488 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,473,365 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,395 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $88,957 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $95,352 | ExpensesNotReportedAmt |
| Expenses Subtotal | $65,378,013 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $456,491 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,789,546 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,246,037 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,624,050 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS HELD IN ESCROW FOR FUTURE TUITION PAYMENTS TOTAL $48,203. DEPOSITS HELD IN CUSTODY FOR STUDENT ORGANIZATIONS TOTAL $97,493 |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS FOR STUDENTS, ESTABLISH RESEARCH FUNDS FOR FACULTY, AND SUPPORT PROGRAMS AND FACILITIES. |
| PART X, LINE 2: | THE UNIVERSITY IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE UNIVERSITY FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS TAXABLE INCOME (UBIT) IS REPORTED ON FORM 990-T, AS APPROPRIATE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS, WHICH INCLUDE SUCH MATTERS AS THE TAX EXEMPT STATUS AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBIT. AS OF JUNE 30, 2019 AND 2018, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED AS EXPENSE ON AUDITED F/S -54,180. EVENT EXPENSES REPORTED AS EXPENSE ON AUDITED F/S -34,777. SCHOLARSHIPS & TUITION DISCOUNTS REPORTED NET IN REVENUE ON AUDITED F/S 1,799,083. UNREALIZED LOSS ON BOND INTEREST RATE SWAP 729,584. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED AS EXPENSE ON AUDITED F/S 54,180. EVENT EXPENSES REPORTED AS EXPENSE ON AUDITED F/S 34,777. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS & TUITION DISCOUNTS REPORTED NET IN REVENUE ON AUDITED F/S 1,799,083. LOSSES ON UNCOLLECTIBLE PLEDGES REPORTED AS EXPENSE ON AUDITED F/S -9,537. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY IS NOT REQUIRED TO PUBLICIZE THE RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA DURING REGISTRATION BECAUSE PARAGRAPH 4.03-2(B) OF REV. PROC. 75-50 APPLIES. THE NONDISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED ADMISSIONS PUBLICATIONS. DATA IS AVAILABLE UPON REQUEST. |
| SCHEDULE E, PART I, LINE 6 | GOVERNMENT ASSISTANCE RECEIVED INCLUDES AMOUNTS FROM THE US DEPARTMENT OF EDUCATION AND THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES. US DEPARTMENT OF EDUCATION PROGRAMS PROVIDING FUNDS INCLUDE THE FEDERAL DIRECT LOAN PROGRAM AND FEDERAL WORK STUDY PROGRAM. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $11,414,742 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | $12,530 | STUDENT AND FACULTY TRAVEL - GLOBAL HEALTH PROGRAM SERVICES |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $6,871 | FACULTY TRAVEL - GLOBAL HEALTH PROGRAM SERVICES |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $3,400 | FACULTY TRAVEL - GLOBAL HEALTH PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,437,543 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,437,543 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| 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 | THE STOCKADE CONSULTING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 FRANKLIN ST STE 503 | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELE-FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $36,070 | GrossReceiptsAmt |
| Retained By Contractor | $28,500 | RetainedByContractorAmt |
| Net To Organization | $7,570 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $36,070 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $28,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,570 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | 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 | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCHOL DINNER | Event1Nm |
| Gross Receipts Event1 | $336,294 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $314,036 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,258 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,317 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,583 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,877 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $336,294 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $314,036 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,258 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,317 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,583 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,877 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,777 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,519 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP AND TUITION DISCOUNTS FOR STUDENTS | 329 | $1,799,083 |
| FEDERAL WORK STUDY PROGRAM | 111 | $248,472 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY ATTEMPTS TO MAKE ADEQUATE FINANCIAL ASSISTANCE AVAILABLE TO STUDENTS WITHIN THE LIMITS OF EACH STUDENT BUDGET AND THE AVAILABILITY OF FUNDS. AWARDS ARE BASED ON ACADEMIC ACHIEVEMENT, PROFESSIONAL PROMISE, LEADERSHIP POTENTIAL, FINANCIAL NEED AND/OR SPECIFIC GUIDELINES ESTABLISHED BY DONORS. FINANCIAL NEED IS DETERMINED ON THE BASIS OF INFORMATION PROVIDED BY THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). ADDITIONALLY, THE UNIVERSITY MAKES AVAILABLE FEDERAL WORK STUDY FUNDS TO STUDENTS IN WHICH ELIGIBLE AWARD AMOUNTS ARE ALSO BASED ON FINANCIAL NEED INFORMATION PROVIDED WITHIN THE FAFSA. WORK STUDY EXPENDED AND AVAILABLE FUNDS ARE TRACKED AND REVIEWED THROUGHOUT THE YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGELA L WALKER FRANKLIN PHD | ||||||||||||||
| PRESIDENT, CEO | $601,490 | $0 | $195 | $0 | $14,123 | $0 | $48,500 | $0 | $24,970 | $0 | $689,278 | $0 | $0 | $0 |
| RALITSA AKINS MD PHD | ||||||||||||||
| PROVOST | $232,893 | $0 | $5 | $0 | $18,000 | $0 | $12,333 | $0 | $4,662 | $0 | $267,893 | $0 | $0 | $0 |
| MARK J PEIFFER | ||||||||||||||
| SENIOR VP AND CFO | $285,800 | $0 | $250 | $0 | $0 | $0 | $18,500 | $0 | $3,044 | $0 | $307,594 | $0 | $0 | $0 |
| BRET RIPLEY DO | ||||||||||||||
| DEAN | $310,372 | $0 | $10 | $0 | $44,275 | $0 | $18,487 | $0 | $11,161 | $0 | $384,305 | $0 | $0 | $0 |
| ROBERT YOHO DPM | ||||||||||||||
| DEAN | $252,086 | $0 | $10 | $0 | $19,931 | $0 | $18,500 | $0 | $16,856 | $0 | $307,383 | $0 | $0 | $0 |
| JODI CAHALAN PHD | ||||||||||||||
| DEAN | $229,465 | $0 | $250 | $0 | $4,204 | $0 | $18,500 | $0 | $27,570 | $0 | $279,989 | $0 | $0 | $0 |
| GEORGE CLAVENNA DO | ||||||||||||||
| FACULTY | $160,207 | $0 | $250 | $0 | $300,734 | $0 | $9,250 | $0 | $12,301 | $0 | $482,742 | $0 | $0 | $0 |
| JOSE FIGUEROA CASANOVA DO | ||||||||||||||
| FACULTY | $256,911 | $0 | $1,575 | $0 | $397 | $0 | $18,042 | $0 | $15,674 | $0 | $292,599 | $0 | $0 | $0 |
| STEVEN HARDER DO | ||||||||||||||
| FACULTY | $207,411 | $0 | $4,170 | $0 | $45,780 | $0 | $18,250 | $0 | $27,570 | $0 | $303,181 | $0 | $0 | $0 |
| ADRIAN WOOLLEY DO | ||||||||||||||
| FACULTY | $244,644 | $0 | $1,010 | $0 | $1,237 | $0 | $18,500 | $0 | $16,856 | $0 | $282,247 | $0 | $0 | $0 |
| JENNIFER LATTERELL DO | ||||||||||||||
| ASSOCIATE DEAN | $232,717 | $0 | $75 | $0 | $9,000 | $0 | $18,500 | $0 | $13,765 | $0 | $274,057 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS DUES TO THE EMBASSY CLUB WHICH PROVIDES ACCESS FOR THE PRESIDENT TO CONDUCT BUSINESS IN A SOCIAL SETTING ON BEHALF OF THE ORGANIZATION WITH PROSPECTS, DONORS, AND OTHER INDIVIDUALS. THE ORGANIZATION ALSO PAYS TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE FOR TRAVEL TO CERTAIN UNIVERSITY EVENTS AND IS REFLECTED APPROPRIATELY ON THE PRESIDENT'S W-2. |
| PART I, LINE 1B | THE ORGANIZATION'S PAYMENT OF SOCIAL CLUB DUES AND SPOUSAL TRAVEL FOR THE PRESIDENT ARE INCLUDED IN THE PRESIDENT'S EMPLOYMENT CONTRACT WHICH WAS APPROVED BY THE BOARD OF TRUSTEES. MONTHLY INVOICES ARE REVIEWED BY THE SENIOR VP AND CFO FOR BUSINESS PURPOSES. ANY PERSONAL ITEM IS REQUIRED TO BE PAID TO THE CLUB ON THE DATE OF THE TRANSACTION. PRESIDENT TRAVEL EXPENSES INCLUDING SPOUSAL TRAVEL IS ALSO REVIEWED BY THE SENIOR VP AND CFO. |
| PART I, LINE 3 | THE UNIVERSITY CONTRACTED WITH AN INDEPENDENT COMPENSATION CONSULTANT TO COMPLETE A COMPREHENSIVE ANALYSIS OF THE TOTAL COMPENSATION FOR THE PRESIDENT & CEO. MARKET DATA INCLUDED THE MOST CURRENT INFORMATION AVAILABLE FROM IRS 990 FORMS, COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION DATA, AND INDUSTRY ASSOCIATIONS ALL BASED UPON COMPARISONS TO PEER INSTITUTIONS. THE ANALYSIS WILL BE COMPLETED EVERY THREE YEARS. |
| PART I, LINES 4A-B | (4A) GEORGE CLAVENNA RECEIVED TWO LUMP-SUM PAYMENTS TOTALING $250,000 UPON DISCONTINUING EMPLOYMENT WITH THE UNIVERSITY. (4B) THE ORGANIZATION MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE. THE PLAN PROVIDES FOR THE ORGANIZATION TO MAKE DISCRETIONARY CONTRIBUTIONS FOR ELIGIBLE EMPLOYEES. DISCRETIONARY CONTRIBUTIONS DURING THE YEAR TOTALED $30,000 FOR ANGELA L WALKER FRANKLIN, PRESIDENT & CEO. THERE WERE NO DISRIBUTIONS FROM THIS PLAN DURING THE YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA HIGHER EDUCATION LOAN AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 421235696 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2018-09-25 | BondIssuedDt |
| Issue Price | $23,505,000 | IssuePriceAmt |
| Purpose | REFUND PRIOR ISSUES (6/25/03 & 6/2/04) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $23,505,000 | TotalProceedsAmt |
| Capitalized Interest | $3,149 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $196,852 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $23,305,000 | CapitalExpendituresAmt |
| Substantial Completion | 2005 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: IOWA HIGHER EDUCATION LOAN AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 03/25/2019 |
| SCHEDULE K, PART IV, LINE 2C | NOTE REGARDING THE REBATE COMPUTATIONS: SINCE THE BOND PROCEEDS HAVE BEEN SPENT AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6:VOLUNTEERS | VOLUNTEERS ARE MADE UP OF BOARD MEMBERS, GUEST CLASSROOM LECTURERS, PRECEPTORS FOR CLINICAL ROTATIONS AND STUDENT VOLUNTEERS FOR COMMUNITY SERVICE ACTIVITIES. |
| FORM 990, PART I, LINE 5:EMPLOYEES | THE NUMBER OF INDIVIDUALS EMPLOYED DURING CALENDAR YEAR 2018 INCLUDES 132 GUEST LECTURERS AND 556 STUDENT TEACHING AND RESEARCH ASSISTANTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FORM 990 IS FILED, AN ELECTRONIC COPY IS MADE AVAILABLE TO ALL BOARD MEMBERS ON THE BOARD OF TRUSTEES' PORTAL. THE AUDIT AND COMPLIANCE COMMITTEE MEETS TO REVIEW FORM 990 AND VOTES TO APPROVE FILING OF THE 990 PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL TRUSTEES, THE PRESIDENT, AND EXECUTIVE LEADERSHIP TEAM MEMBERS WITH THE UNIVERSITY MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY, INCLUDING INITIAL DISCLOSURE AT THE BEGINNING OF THEIR SERVICE, AND DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY DEVELOP. THE CHIEF COMPLIANCE OFFICER REVIEWS INITIAL AND ANNUAL DISCLOSURE STATEMENTS AND POTENTIAL CONFLICTS ARE REVIEWED ANNUALLY BY THE AUDIT AND COMPLIANCE COMMITTEE. THE POLICY IS ADMINISTERED BY THE CHAIR OF THE BOARD FOR THE BOARD OF TRUSTEES AND THE PRESIDENT. THE POLICY IS ADMINISTERED BY THE CHIEF COMPLIANCE OFFICER FOR EXECUTIVE LEADERSHIP TEAM MEMBERS. ADDITIONALLY, THE UNIVERSITY'S EXTERNAL AUDIT FIRM REVIEWS THE DISCLOSURE STATEMENTS AS PART OF THEIR ANNUAL AUDIT AND REPORTS FINDINGS TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. A CONFLICT OF INTEREST EXISTS (1) WHEN AN INDIVIDUAL OBTAINS OR APPEARS TO OBTAIN AN IMPROPER GAIN OR ADVANTAGE AS A RESULT OF HIS/HER ACTIVITIES ON BEHALF OF THE UNIVERSITY, (2) WHEN HIS/HER ACTIVITIES ADVANCE OR APPEAR TO ADVANCE HIS/HER OWN INTERESTS OR THOSE OF ANOTHER RATHER THAN THE INTERESTS OF THE UNIVERSITY, OR (3) WHEN HIS/HER ACTIONS ADVERSELY AFFECT OR APPEAR TO ADVERSELY AFFECT THE BEST INTERESTS OF THE UNIVERSITY. INDIVIDUALS SHALL NOT PARTICIPATE IN DISCUSSIONS, VOTES, OR OTHER REPRESENTATIONS ON PREVIOUSLY DISCLOSED OR NEWLY DEVELOPED CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS A METHOD AND PROCESS WHICH INCLUDES GATHERING COMPARATIVE DATA FROM EXTERNAL SOURCES FOR RATING POSITIONS AND DETERMINING COMPENSATION. SALARY RANGES HAVE BEEN ESTABLISHED FOR ALL UNIVERSITY POSITIONS BASED ON MARKET VALUE. IN INSTANCES WHERE SUFFICIENT COMPARATIVE DATA IS NOT AVAILABLE, THE ORGANIZATION UTILIZES MEMBERSHIP IN AN EMPLOYER'S ASSOCIATION WHICH PROVIDES HUMAN RESOURCES SERVICES IN SEVERAL AREAS INCLUDING HR CONSULTING, COMPENSATION, AND COMPLIANCE. THE EXECUTIVE COMMITTEE REVIEWS SALARIES AND RANGES OF EXECUTIVE LEADERSHIP TEAM MEMBERS IN MAY FOR SALARIES EFFECTIVE THE FOLLOWING JULY 1ST. THIS INCLUDES SALARIES FOR THE POSITIONS OF SENIOR VP AND CHIEF FINANCIAL OFFICER, PROVOST, DEANS, VICE PRESIDENTS, CHIEF INFORMATION OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF STRATEGIC COMMUNICATIONS OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF EXTERNAL AND GOVERNMENTAL AFFAIRS OFFICER, CHIEF DIVERSITY OFFICER, EXECUTIVE DIRECTOR - CLINIC, AND CHIEF HUMAN RESOURCES OFFICER. FOR THE UNIVERSITY PRESIDENT/CEO, THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND EVALUATES THE PRESIDENT'S CONTRACT AND ASSOCIATED SALARY BASED UPON COMPARABLE DATA AND ESTABLISHED RANGES. THE PERFORMANCE EVALUATION IS AN IMPORTANT COMPONENT OF THE EVALUATION PROCESS. THE BOARD OF TRUSTEES APPROVES PRESIDENT'S CONTRACT AND SALARY BASED UPON COMPARABLE DATA AND PRESIDENT'S PERFORMANCE EVALUATION. THE UNIVERSITY ALSO CONTRACTS WITH AN INDEPENDENT COMPENSATION CONSULTANT EVERY THREE YEARS TO COMPLETE A COMPREHENSIVE ANALYSIS OF THE TOTAL COMPENSATION FOR THE PRESIDENT/CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDIT REPORT IS MADE AVAILABLE ONLINE THROUGH THE MUNICIPAL SECURITIES RULEMAKING BOARD WEBSITE FOR ELECTRONIC MUNICIPAL MARKET ACCESS. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON BOND INTEREST RATE SWAP -729,584. LOSSES ON UNCOLLECTIBLE PLEDGES -9,536. |
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