2018-01-30T08:33:17-06:00 2017-06-30 411944416 RSM US LLP 125 S DUBUQUE ST IOWA CITY IA 522404077 990 2016-07-01 421508117 COMMUNITY FOUNDATION OF JOHNSON COUNTY COMM 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 DAVE LEWIS EXECUTIVE DIRECTOR 3193370483 2018-01-22 1 DEAN PRICE P00086421 3193541500 108.171.130.188 2018-01-22 10:25:17 CS P C083B3C1C17AD20A13CFF0645B7688841ADC592A E36CFB137EC8B71F05DB9DAECD2F66F44CBA4BD6 2016 2021-01-29 14:40:06Z DAVE LEWIS 325 E WASHINGTON STREET IOWA CITY IA 52240 13249822 0 X COMMUNITYFOUNDATIONOFJOHNSONCOUNTY.ORG X 2000 IA INDIVIDUALS, BUSINESSES AND ORGANIZATIONS MAKE EITHER RESTRICTED OR UNRESTRICTED DONATIONS TO THE FOUNDATION FOR SPECIFIC FUNDS, INCLUDING ENDOWMENTS FOR NON-PROFIT ORGANIZATIONS, AS WELL AS DONOR-ADVISED FUNDS. THE ORGANIZATION ADMINISTERS FUNDS FOR INVESTMENT PURPOSES AND GRANT MAKING OPPORTUNITIES. GRANTS ARE MADE TO BENEFIT THE CITIZENS OF JOHNSON COUNTY FOR SOCIAL AND ECONOMIC PURPOSES. 21 21 4 190 243821 218539 2404618 5832255 0 0 915113 288179 68293 561813 3388024 6682247 1393656 1528553 0 0 216721 229827 0 0 240175 432909 611160 2043286 2369540 1344738 4312707 20553657 26812798 4331 7194 20549326 26805604 TO SERVE THE PEOPLE OF JOHNSON COUNTY BY BUILDING AN ENDOWMENT FOR THE GREATER COMMUNITY GOOD. 0 0 1769954 1528553 ENCOURAGE JOHNSON COUNTY CITIZENS TO MAKE DONATIONS TO SPECIFIC ENDOWMENT FUNDS FOR NON-PROFIT ORGANIZATIONS, POOL, ENGAGE AND MONITOR INVESTMENT MANAGERS AND MAKE GRANTS TO BENEFIT THE COMMUNITY THROUGH SUPPORT OF NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS. 1769954 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 4 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DAVE LEWIS 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 SARAH MAIERS PRESIDENT 2.00 X X 0 0 0 STEVE WEEBER VICE PRESIDENT 2.00 X X 0 0 0 JANET GODWIN SECRETARY 2.00 X X 0 0 0 DEAN PRICE TREASURER 2.00 X X 0 0 0 LAURA BERGUS DIRECTOR 2.00 X 0 0 0 MICHAEL BENNING DIRECTOR 2.00 X 0 0 0 BETSY BOYD DIRECTOR 2.00 X 0 0 0 CASEY COOK DIRECTOR 2.00 X 0 0 0 TITA COFFMAN DIRECTOR 2.00 X 0 0 0 MAGGIE ELLIOTT DIRECTOR 2.00 X 0 0 0 BART FLOYD DIRECTOR 2.00 X 0 0 0 PAT HEIDEN DIRECTOR 2.00 X 0 0 0 KEITH JONES DIRECTOR 2.00 X 0 0 0 NATE KAEDING DIRECTOR 2.00 X 0 0 0 ART NOWAK DIRECTOR 2.00 X 0 0 0 NANCY RICHARDSON DIRECTOR 2.00 X 0 0 0 SARAH RICHARDSON DIRECTOR 2.00 X 0 0 0 DICK SCHWAB DIRECTOR 2.00 X 0 0 0 MELVIN O SHAW DIRECTOR 2.00 X 0 0 0 ANNY MOYERS STONE DIRECTOR 2.00 X 0 0 0 JOE WEGMAN DIRECTOR 2.00 X 0 0 0 MIKE STOFFREGEN EXECUTIVE DIRECTOR 35.00 X 69325 0 12341 DAVE LEWIS EXECUTIVE DIRECTOR 35.00 X 0 0 0 69325 0 12341 0 0 0 0 0 11244 5821011 3239100 5832255 137876 137876 6685080 6534777 150303 150303 150303 32798 11244 32798 0 CMN SODA HOLDINGS LLC K-1 900099 319621 26291 293330 CMN.COM LLC K-1 900099 207132 207132 CMN.COM LLC DISTRIBUTIONS 900099 18133 18133 16927 10398 6529 561813 6682247 0 243821 606171 1528553 1528553 120343 96274 24069 76572 20675 34457 21440 32912 9095 16202 7615 14814 14814 79815 79815 39505 39505 16040 5201 948 9891 19639 4910 8445 6284 3546 886 1525 1135 7090 3018 2334 1738 686 144 247 295 6437 1609 2768 2060 DONOR SUPPORT FEES 304570 63960 115736 124874 SUPPLIES 97144 37422 22028 37694 MISCELLANEOUS 17324 13528 2172 1624 TELEPHONE 2408 602 1035 771 2142 536 921 685 2369540 1769954 359411 240175 1183073 1271583 200000 200000 7025 6364 1346 661 19133486 25309554 35752 31000 20553657 26812798 4331 7194 4331 7194 X 1475279 1202994 19074047 25602610 20549326 26805604 20553657 26812798 X 4312707 1943571 X X 0 1 X 1 0 X 5133168 3192077 4136436 2451931 5856917 20770529 5133168 3192077 4136436 2451931 5856917 20770529 2557119 18213410 218331 268631 256615 313053 401080 1457710 22228239 0.81940 0.87090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202 8 5508636 312375 1594376 296751 24660233 2152565 1 1 0 18046065 5136264 2768901 1138248 168867 374812 24269303 17983668 1362992 58867 712509 368371 278582 18046065 17222728 1884550 491776 522700 850292 242394 17983668 13953918 3192077 1990113 1412389 246032 254959 17222728 8870600 5133168 1079178 803526 160016 165486 13953918 0.02500 0.97500 0.00000 0 0 7025 6364 661 661 BONDS AND FIXED INCOME FUNDS 6505206 F EQUITIES AND EQUITY FUNDS 18422364 F INVESTMENT IN LIMITED PARTNERSHIP 381984 F 25309554 PAYROLL LIABILITIES 7194 7194 X 8546003 1943571 -79815 1863756 6682247 0 6682247 2289725 0 2289725 79815 79815 2369540 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS A FOUNDATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE DETERMINATION IS THAT THE FOUNDATION IS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD TO EVALUATE UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2017 AND 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES GOLF TOURNAMENT 44042 11244 32798 32798 44042 11244 32798 32798 32798 0 1 AMERICAN CANCER SOCIETY IOWA HOPE LODGE 4080 FIRST AVENUE NE SUITE 101 CEDAR RAPIDS IA 52402 131788491 501(C)(3) 11887 HEALTH & HUMAN SERVICES BACKYARD ABUNDANCE PO BOX 1605 IOWA CITY IA 52244 264559935 501(C)(3) 5500 ENVIRONMENT CHILDREN'S CANCER CONNECTION 2708 GRAND AVENUE DES MOINES IA 50312 421313167 501(C)(3) 53034 HEALTH & HUMAN SERVICES CITY OF CORALVILLE 1512 7TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 18500 ARTS & CULTURE CORALVILLE CENTER FOR THE PERFORMING ARTS 1301 5TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 5100 ARTS & CULTURE CORALVILLE ECUMENICAL FOOD PANTRY PO BOX 5523 CORALVILLE IA 52241 473509757 501(C)(3) 8000 HEALTH & HUMAN SERVICES CRISIS CENTER OF JOHNSON COUNTY 1121 GILBERT COURT IOWA CITY IA 52240 420955992 501(C)(3) 22730 HEALTH & HUMAN SERVICES DD SPORTS LLC 216 E 9TH STREET CORALVILLE IA 52241 271756834 5827 PROGRAM FOR FUNDING CAMP SCHOLARSHIPS FOR YOUTH IN NEED ELDER SERVICES 1486 S FIRST AVENUE SUITE B IOWA CITY IA 52240 421146533 501(C)(3) 14100 HEALTH & HUMAN SERVICES FAITH ACADEMY - PARKVIEW CHURCH 15 FOSTER ROAD IOWA CITY IA 52245 420989258 501(C)(3) 5534 EDUCATION FIRST PRESBYTERIAN CHURCH 2701 ROCHESTER AVENUE IOWA CITY IA 52245 420681418 501(C)(3) 5439 GENERAL FUNDING FRIENDS OF THE CENTER 28 LINN STREET IOWA CITY IA 52240 201219019 501(C)(3) 34616 HEALTH & HUMAN SERVICES GIRL SCOUTS OF EASTERN IOWA AND ILLINOIS 940 GOLDEN VALLEY DRIVE BETTERDORF IA 52272 421008848 501(C)(3) 6792 YOUTH PROGRAMS HAWK CITY PRODUCTIONS 511 IOWA AVENUE OFFICE B IOWA CITY IA 52240 270674956 501(C)(3) 11600 ARTS & CULTURE HEALTHY KIDS INITIATIVE 1725 N DODGE STREET IOWA CITY IA 52245 426023567 501(C)(3) 67036 HEALTH & HUMAN SERVICES HOSPICE HOME OF JOHNSON COUNTY 1229 GOLDENROD DRIVE IOWA CITY IA 52246 422471547 501(C)(3) 18000 HEALTH & HUMAN SERVICES ICCSD FOUNDATION 1725 N DODGE STREET IOWA CITY IA 52245 421177023 501(C)(3) 13903 EDUCATION IOWA CITY FREE MEDICAL CLINIC 2440 TOWNCREST DRIVE IOWA CITY IA 52240 420960955 501(C)(3) 16235 HEALTH & HUMAN SERVICES IOWA CITY HOSPICE 1025 WADE STREET IOWA CITY IA 52240 421154098 501(C)(3) 307425 HEALTH & HUMAN SERVICES IOWA CITY SCHEELS-SCHEEL FOUNDATION 1461 CORAL RIDGE AVENUE CORALVILLE IA 52241 450306649 501(C)(3) 10978 HEALTH & HUMAN SERVICES IOWA CITY UNESCO CITY OF LITERATURE 123 S LINN STREET IOWA CITY IA 52245 271303892 501(C)(3) 10000 EDUCATION IOWA DONOR NETWORK 550 MADISON NORTH LIBERTY IA 52317 421414092 501(C)(3) 26325 HEALTH & HUMAN SERVICES IOWA LEGAL AID 1111 9TH STREET SUITE 230 DES MOINES IA 50314 421079227 501(C)(3) 7500 PUBLIC - SOCIETY BENEFIT IOWA VALLEY RC&D 920 48TH AVENUE AMANA IA 52203 471457219 501(C)(3) 48862 ENVIRONMENT IOWA WRITERS HOUSE--AFFILIATE FUND 332 E DAVENPORT STREET IOWA CITY IA 52245 421508117 501(C)(3) 7500 EDUCATION JOHNSON COUNTY HISTORICAL SOCIETY PO BOX 5081 CORALVILLE IA 52241 237427638 501(C)(3) 26955 COMMUNITY DEVELOPMENT LORAS COLLEGE 1450 ALTA VISTA STREET DUBUQUE IA 52001 420680412 501(C)(3) 12725 EDUCATION MARCH OF DIMES 425 2ND STREET SE 605 CEDAR RAPIDS IA 52401 131846366 501(C)(3) 39000 HEALTH & HUMAN SERVICES MIRACLES IN MOTION 120TH STREET NW SWISHER IA 52338 421324801 501(C)(3) 26500 HEALTH & HUMAN SERVICES NAMI-NATIONAL ALLIANCE ON MENTAL ILLNESS OF JOHNSON COUNTY PO BOX 3087 IOWA CITY IA 522443087 421310908 501(C)(3) 5160 HEALTH & HUMAN SERVICES NEUMANN MONSON INC 221 E COLLEGE STREET SUITE 303 IOWA CITY IA 52240 421242646 20738 PUBLIC - SOCIETY BENEFIT, HISTORICAL PRESERVATION OF BUILDING NEWMAN CATHOLIC STUDENT CENTER 104 JEFFERSON STREET IOWA CITY IA 52245 420957121 501(C)(3) 10000 GENERAL FUNDING NORTH LIBERTY COMMUNITY PANTRY 89 NORTH JONES BLVD NORTH LIBERTY IA 52317 421233284 501(C)(3) 5238 HEALTH & HUMAN SERVICES REGINA FOUNDATION PO BOX 1581 IOWA CITY IA 522441581 510158837 501(C)(3) 79750 EDUCATION SHELTER HOUSE COMMUNITY SHELTER PO BOX 3146 IOWA CITY IA 522443146 421231451 501(C)(3) 98094 HEALTH & HUMAN SERVICES SOLON DOLLARS FOR SCHOLARS PO BOX 551 SOLON IA 52333 465034853 501(C)(3) 12703 EDUCATION ST PATRICK CHURCH 4330 ST PATRICK DRIVE IOWA CITY IA 52240 420680275 501(C)(3) 10000 GENERAL FUNDING TABLE TO TABLE 20 E MARKET STREET IOWA CITY IA 52245 421457219 501(C)(3) 16800 HEALTH & HUMAN SERVICES THE CRISIS CENTER OF JOHNSON COUNTY 1121 GILBERT COURT IOWA CITY IA 52240 420955992 501(C)(3) 22208 GENERAL FUNDING THE IOWA CHILDREN'S MUSEUM 1451 CORAL RIDGE AVENUE CORALVILLE IA 52241 421461422 501(C)(3) 5130 GENERAL FUNDING UNIVERSITY OF IOWA SCHOOL OF MUSIC 201 S CLINTON STREET IOWA CITY IA 52240 426004813 501(C)(3) 54500 ARTS & CULTURE UNITED ACTION FOR YOUTH 1700 S 1ST AVE 14 IOWA CITY IA 52240 420954860 501(C)(3) 5861 EDUCATION UNITED WAY OF JOHNSON COUNTY 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 426062055 501(C)(3) 36539 GENERAL FUNDING UNIVERSITY OF IOWA 208 CALVIN HALL IOWA CITY IA 522421315 426004813 501(C)(3) 5500 EDUCATION/SCHOLARSHIPS UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 522444550 420796760 501(C)(3) 77017 GENERAL FUNDING 43 2 PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES THAT EACH GRANT RECIPIENT COMPLETE AND SUBMIT A GRANT REPORT FORM AT THE END OF THE ORGANIZATION'S FISCAL YEAR. X 29 3239100 FMV 0 0 0 0 PART I, COLUMN (B): REPORTING NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS ELECRONICALLY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND COMMITTEE MEMBERS ARE ASKED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM THAT LISTS OTHER COMPANIES OR AGENCIES THEY MAY HAVE A RELATIONSHIP WITH. WHEN BUSINESS OR GRANT REQUESTS ARE REVIEWED ANY MEMBER WITH A CONFLICT WILL BE ASKED TO RECUSE THEMSELVES FROM ANY VOTE. FORM 990, PART VI, SECTION B, LINE 15A A PERFORMANCE EVALUATION FOR THE EXECUTIVE DIRECTOR IS SENT TO THE ENTIRE BOARD OF DIRECTORS ANNUALLY. THE BOARD MEMBERS PROVIDE FEEDBACK TO THE EXECUTIVE COMMITTEE WHO THEN EVALUATES IN CONJUNCTION WITH LOCAL MARKET COMPARABILITY DATA TO DETERMINE AN APPROPRIATE EXECUTIVE DIRECTOR SALARY. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S WEBSITE. MINUTES OF MEETINGS, BOARD OF DIRECTORS, COMMITTEES, ETC. ARE MAINTAINED AT THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: NET UNREALIZED GAIN/LOSS 1,943,571.