THE NORTHERN MICHIGAN UNIVERSITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE NORTHERN MICHIGAN UNIVERSITY FOUNDATION (EIN 23-7034523)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-09
- IRS object ID
- 201823139349302887
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T14:15:03-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237034523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN MICHIGAN UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9062272627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 PRESQUE ISLE AVE 603 COHODAS | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD CANALE | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9062272627 | PhoneNum |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICKI L VANDENBERG CPA | PreparerPersonNm |
| PTIN | P00100422 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2018-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-07 | IPDt |
| IP Tm | 07:13:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 58F74DC53CB874483B207ADF23CD6921384352E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRAD CANALE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 PRESQUE ISLE AVE 603 COHODAS | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,199,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NMU.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE NORTHERN MICHIGAN UNIVERSITY FOUNDATION IS TO CULTIVATE AND PROMOTE THE PRIVATE PHILANTHROPIC SUPPORT OF NORTHERN MICHIGAN UNIVERSITY'S MISSION THROUGH A COMPREHENSIVE ADVANCEMENT EFFORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,550,676 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,992,170 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $916,190 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,876,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,676 | PYOtherRevenueAmt |
| CY Other Revenue | $2,294 | CYOtherRevenueAmt |
| PY Total Revenue | $5,490,542 | PYTotalRevenueAmt |
| CY Total Revenue | $7,870,889 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,125,602 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,535,594 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $91,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $94,900 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $739,375 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,509,577 | PYOtherExpensesAmt |
| CY Other Expenses | $1,612,662 | CYOtherExpensesAmt |
| PY Total Expenses | $4,726,179 | PYTotalExpensesAmt |
| CY Total Expenses | $4,243,156 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $764,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,627,733 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,537,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,778,890 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,571,519 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $576,679 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,965,697 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,202,211 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE NORTHERN MICHIGAN UNIVERSITY FOUNDATION IS TO CULTIVATE AND PROMOTE THE PRIVATE PHILANTHROPIC SUPPORT OF NORTHERN MICHIGAN UNIVERSITY'S MISSION THROUGH A COMPREHENSIVE ADVANCEMENT EFFORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $931,644 | ExpenseAmt |
| Grant | $931,644 | GrantAmt |
| Desc | SCHOLARSHIPS AND OTHER FINANCIAL AID - PROVIDING FINANCIAL ASSISTANCE TO STUDENTS, ENABLING THEM TO OBTAIN A COLLEGE EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $694,227 | ExpenseAmt |
| Grant | $694,227 | GrantAmt |
| Desc | ACADEMIC DEPARTMENTS AND PROGRAMS - PROVIDE SUPPORT TO NORTHERN MICHIGAN UNIVERSITY'S ACADEMIC DEPARTMENTS AND PROGRAMS TO INCREASE THE EDUCATIONAL OPPORTUNITIES FOR ITS STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $384,104 | ExpenseAmt |
| Grant | $384,104 | GrantAmt |
| Desc | PUBLIC RADIO - PROVIDE OPERATING FUNDS FOR NMU'S PUBLIC RADIO STATION, BENEFITING THE RESIDENTS OF THE CENTRAL PORTION OF THE UPPER PENINSULA OF MICHIGAN WHO CHOOSE TO LISTEN TO IT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $525,619 | ExpenseAmt |
| Grant | $525,619 | GrantAmt |
| Desc | PUBLIC TELEVISION (351,741) - PROVIDE OPERATING FUNDS FOR NORTHERN MICHIGAN UNIVERSITY'S PUBLIC TV STATION, BENEFITING THE RESIDENTS OF THE CENTRAL PORTION OF THE UPPER PENINSULA OF MICHIGAN WHO CHOOSE TO VIEW IT. ATHLETICS (173,878) - PROVIDE SUPPORT FOR VARIOUS ATHLETIC PROGRAMS AT NORTHERN MICHIGAN UNIVERSITY, BENEFITING NMU ATHLETES, STUDENTS, AND AREA RESIDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $525,619 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $525,619 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,535,594 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD CANALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9062272695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 PRESQUE ISLE 603 COHODAS | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARK B PYNNONEN | |||||||
| PRESIDENT | 1.90 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN F LIST | |||||||
| VICE PRESIDENT | 1.90 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN CHARLES BOYLE | |||||||
| SECRETARY/TREASURER | 1.90 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRAD CANALE | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $166,183 | $82,631 |
| JANET M BALBIERZ | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM W BOWERMAN | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH ALLEN EVANS | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN P LATUS | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES STEWART LOMBARD | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK LOVELL | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL M MAGNAGHI | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE MILLER | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA MUELLER | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ROSS NERENZ | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CURT TUCKER | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS DARVAY UNGRODT | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLE LEE WELTE | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES CARL WELTE | |||||||
| TRUSTEE | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES DAVIS | |||||||
| TRUSTEE - PART YEAR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HEBERT | |||||||
| TRUSTEE - PART YEAR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES JOHNSON | |||||||
| TRUSTEE - PART YEAR | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $166,183 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,631 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO NOEL LEVITZ | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD N RD | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL FUNDRAISER | ServicesDesc |
| Compensation | $116,283 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,378 | FundraisingAmt |
| Related Organizations | $640,834 | RelatedOrganizationsAmt |
| All Other Contributions | $4,315,958 | AllOtherContributionsAmt |
| Noncash Contributions | $210,869 | NoncashContributionsAmt |
| Total Contributions | $4,992,170 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,034,563 | TotalRevenueColumnAmt |
| Exclusion | $1,034,563 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,138,244 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,296,382 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,841,862 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,841,862 | TotalRevenueColumnAmt |
| Exclusion | $1,841,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,378 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,166 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,766 | TotalRevenueColumnAmt |
| Exclusion | -$5,766 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,060 | TotalRevenueColumnAmt |
| Exclusion | $8,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,060 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,870,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,878,719 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535,594 | TotalAmt |
| Program Services | $2,535,594 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,720 | TotalAmt |
| Management And General | $3,720 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,258 | TotalAmt |
| Management And General | $93,258 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,900 | TotalAmt |
| Fundraising | $94,900 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,279 | TotalAmt |
| Management And General | $68,279 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,524 | TotalAmt |
| Management And General | $130,434 | ManagementAndGeneralAmt |
| Fundraising | $57,090 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,622 | TotalAmt |
| Management And General | $4,673 | ManagementAndGeneralAmt |
| Fundraising | $949 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,214 | TotalAmt |
| Management And General | $18,682 | ManagementAndGeneralAmt |
| Fundraising | $14,532 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,815 | TotalAmt |
| Management And General | $2,278 | ManagementAndGeneralAmt |
| Fundraising | $1,537 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,931 | TotalAmt |
| Management And General | $25,616 | ManagementAndGeneralAmt |
| Fundraising | $20,315 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
| Management And General | $525 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,943 | TotalAmt |
| Management And General | $25,943 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,995 | TotalAmt |
| Management And General | $2,995 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MANAGEMENT/LABOR EXPENS | $1,063,078 | $530,575 | $532,503 |
| SOFTWARE MAINTENANCE | $61,876 | $46,401 | $15,475 |
| BANK FEES | $8,437 | $8,437 | |
| GUEST EXPENSES | $8,370 | $6,371 | $1,999 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,243,156 | TotalAmt |
| Program Services | $2,535,594 | ProgramServicesAmt |
| Management And General | $968,187 | ManagementAndGeneralAmt |
| Fundraising | $739,375 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,311 | BOYAmt |
| EOY | $606,635 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,342,075 | BOYAmt |
| EOY | $1,260,703 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,815 | BOYAmt |
| EOY | $1,670,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,054 | BOYAmt |
| EOY | $18,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,784,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $293,433 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,321 | BOYAmt |
| EOY | $1,490,923 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,186,420 | BOYAmt |
| EOY | $33,013,651 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,664,511 | BOYAmt |
| EOY | $2,717,959 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,537,216 | BOYAmt |
| EOY | $40,778,890 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,350,337 | BOYAmt |
| EOY | $37,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,182 | BOYAmt |
| EOY | $539,679 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,571,519 | BOYAmt |
| EOY | $576,679 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,623,070 | BOYAmt |
| EOY | $7,073,673 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,343,069 | BOYAmt |
| EOY | $29,143,681 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,999,558 | BOYAmt |
| EOY | $3,984,857 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,965,697 | BOYAmt |
| EOY | $40,202,211 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,537,216 | BOYAmt |
| EOY | $40,778,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,627,733 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$419,078 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $27,859 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,055,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,970,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,192,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,550,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,992,170 | CurrentTaxYearAmt |
| Total | $21,761,658 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $289,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,632 | CurrentTaxYearAmt |
| Total | $785,466 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,058,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,068,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,397,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,840,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,182,802 | CurrentTaxYearAmt |
| Total | $22,547,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,372,348 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,174,776 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $685,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,026,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,000,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $765,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,034,563 | CurrentTaxYearAmt |
| Total | $4,512,290 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,460 | CurrentTaxYearAmt |
| Total | $564,141 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,623,555 | TotalSupportAmt |
| Public Support CY170 | 0.69410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING - 2013 AMOUNT: $ 14,625. 2014 AMOUNT: $ 22,511. 2015 AMOUNT: $ 27,097. 2016 AMOUNT: $ 16,830. 2017 AMOUNT: $ 26,400. MISCELLANEOUS - 2013 AMOUNT: $ 230,515. 2014 AMOUNT: $ 110,441. 2015 AMOUNT: $ 75,703. 2016 AMOUNT: $ 31,959. 2017 AMOUNT: $ 8,060. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,698,131 | BeginningYearBalanceAmt |
| Contributions | $1,323,188 | ContributionsAmt |
| Investment Earnings Or Losses | $1,395,335 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,036,320 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,380,334 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,665,195 | BeginningYearBalanceAmt |
| Contributions | $1,952,079 | ContributionsAmt |
| Investment Earnings Or Losses | $2,341,940 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,072,806 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$811,723 | AdministrativeExpensesAmt |
| End Year Balance | $27,698,131 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,619,243 | BeginningYearBalanceAmt |
| Contributions | $1,173,948 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,114,738 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,013,258 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,665,195 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,344,136 | BeginningYearBalanceAmt |
| Contributions | $1,426,479 | ContributionsAmt |
| Investment Earnings Or Losses | -$402,832 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $748,560 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$20 | AdministrativeExpensesAmt |
| End Year Balance | $24,619,243 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,684,999 | BeginningYearBalanceAmt |
| Contributions | $923,439 | ContributionsAmt |
| Investment Earnings Or Losses | $3,023,094 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $790,396 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $497,000 | AdministrativeExpensesAmt |
| End Year Balance | $24,344,136 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.13560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.86440 | 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 | $828,350 | OtherCostOrOtherBasisAmt |
| Book Value | $828,350 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $429,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,785 | DepreciationAmt |
| Book Value | $333,492 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $379,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,581 | DepreciationAmt |
| Book Value | $312,614 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,272 | DepreciationAmt |
| Book Value | $16,467 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $795 | OtherCostOrOtherBasisAmt |
| Depreciation | $795 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,490,923 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VANGUARD FTSE DEVELOPED MKTS (VEA) | Desc |
| Book Value | $2,717,959 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,717,959 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $190,593 |
| DUE TO NORTHERN MICHIGAN UNIVERSITY | $349,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $539,679 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,635,676 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$419,078 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $190,632 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$38,933 | OtherRevenueAmt |
| Revenue Not Reported | -$267,379 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,903,055 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$32,166 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$32,166 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,870,889 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,399,162 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $190,632 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $33,653 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $224,285 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,174,877 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $68,279 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $68,279 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,243,156 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO CULTIVATE AND PROMOTE THE PRIVATE PHILANTHROPIC SUPPORT OF NORTHERN MICHIGAN UNIVERSITY'S MISSION THROUGH A COMPREHENSIVE ADVANCEMENT EFFORT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -68,279. CHANGE IN CASH SURRENDER VALUE 29,346. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -32,166. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 32,166. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,487. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 68,279. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO NOEL LEVITZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD N RD | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $160,387 | GrossReceiptsAmt |
| Retained By Contractor | $94,900 | RetainedByContractorAmt |
| Net To Organization | $65,487 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $160,387 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $94,900 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $65,487 | TotalNetToOrganizationAmt |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MAIN EVENT | Event1Nm |
| Gross Receipts Event1 | $15,363 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,090 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,273 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,690 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $877 | OtherDirectExpensesEvent1Amt |
| Event2 | BLUEBERRY CLASSIC | Event2Nm |
| Gross Receipts Event2 | $14,640 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,648 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,992 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,177 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,788 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $458 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $31,775 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $17,640 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $14,135 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $9,074 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $7,502 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,600 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $61,778 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,378 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,400 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,251 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,980 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,935 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,166 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,766 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NORTHERN MICHIGAN UNIVERSITY | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | 386029206 | 115 | $351,741 | PUBLIC TELEVISION |
| NORTHERN MICHIGAN UNIVERSITY | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | 386029206 | 115 | $384,104 | PUBLIC RADIO |
| NORTHERN MICHIGAN UNIVERSITY | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | 386029206 | 115 | $173,878 | ATHLETIC PROGRAMS |
| NORTHERN MICHIGAN UNIVERSITY | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | 386029206 | 115 | $931,644 | SCHOLARSHIPS |
| NORTHERN MICHIGAN UNIVERSITY | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | 386029206 | 115 | $694,227 | OTHER DEPARTMENTS AND PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE TO SUPPORT NORTHERN MICHIGAN UNIVERSITY IS MADE BASED ON WRITTEN REQUESTS FROM THE UNIVERSITY THAT DOCUMENT THE PURPOSE AND USE OF THE FUNDS REQUESTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD CANALE | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $166,183 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $20,773 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $61,858 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $248,814 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NORTHERN MICHIGAN UNIVERSITY USES THE CUPA DATA COMPENSATION SURVEY TO ESTABLISH COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $197,108 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 97 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,761 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THE FOUNDATION USES APPROPRIATE SPECIALISTS TO SELL NONCASH CONTRIBUTIONS (E.G. BROKERS TO SELL STOCKS) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JAMES AND CAROLE WELTE ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE INDEPENDENT AUDITOR, CEO OF THE FOUNDATION, DIRECTOR OF PROSPECT/ADVANCEMENT DATABASE MANAGEMENT, NMU CONTROLLER, AND THE GOVERNING BOARD MEMBERS ON THE INVESTMENTS, FINANCE & AUDIT COMMITTEE, WHICH IS CHAIRED BY THE BOARD TREASURER, AND INCLUDES THE BOARD PRESIDENT PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EMPLOYEES FOLLOW THE CONFLICT OF INTEREST AND DISCLOSURE POLICY ESTABLISHED BY NORTHERN MICHIGAN UNIVERSITY, WHICH REQUIRES ANNUAL DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. THE GOVERNING BOARD SIGNS A CODE OF CONDUCT STATEMENT THAT IN PART REQUIRES THE BOARD MEMBER TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IF A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE REMAINING TRUSTEES OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. ANY TRUSTEE WITH A CONFLICT OF INTEREST SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL FOUNDATION STAFF ARE EMPLOYEES OF NORTHERN MICHIGAN UNIVERSITY (NMU) AND FOLLOW THE ESTABLISHED COMPENSATION POLICIES AND PROCEDURES OF NMU. NMU IS COMMITTED TO FAIR AND EQUITABLE COMPENSATION PRACTICES FOR ALL ITS EMPLOYEES TO ENSURE A FAIR AND EQUITABLE COMPENSATION PROGRAM IS MAINTAINED. IT IS NMU'S POLICY THAT ALL COMPENSATION DETERMINATION WILL BE BASED ON CRITERIA AS STATED IN THE NMU COMPENSATION PLAN. NMU IS COMMITTED TO IMPLEMENTING AND MAINTAINING A FAIR AND EQUITABLE COMPENSATION PROGRAM THAT COMPLIMENTS THE REQUIRED DUTIES OF EACH POSITION AS WELL AS PERFORMANCE OF INDIVIDUAL WITHIN EACH POSITION. THE HUMAN RESOURCE DEPARTMENT HAS BEEN DESIGNATED THE PLAN ADMINISTRATOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAINTAINS ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS IN ITS OFFICE AND THEY ARE AVAILABLE DURING REGULAR BUSINESS HOURS. THE PUBLIC IS INVITED TO VIEW FINANCIAL INFORMATION THAT IS SHARED ON THE WEBSITE AND MADE AVAILABLE IN THE OFFICE. DOCUMENTATION IS ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -1,487. CHANGE IN CASH SURRENDER VALUE 29,346. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN MICHIGAN UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 PRESQUE ISLE | AddressLine1Txt |
| City | MARQUETTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386029206 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |