2017-01-27T10:27:25-06:00 2016-06-30 411944416 RSM US LLP 125 S DUBUQUE ST IOWA CITY IA 522404077 990 2015-07-01 421508117 COMMUNITY FOUNDATION OF JOHNSON COUNTY COMM 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 OFFICER EXECUTIVE DIRECTOR 3193370483 2017-01-16 1 DEAN PRICE P00086421 3193541500 2015 2021-01-29 14:40:06Z MICHAEL STOFFREGEN 325 E WASHINGTON STREET IOWA CITY IA 52240 6805344 0 X COMMUNITYFOUNDATIONOFJOHNSONCOUNTY.ORG X 2000 IA THE PURPOSE OF THE COMMUNITY FOUNDATION OF JOHNSON COUNTY, IOWA IS TO 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. 21 21 5 165 68293 19782 4120262 2404618 0 0 762190 915113 72959 68293 4955411 3388024 1312541 1393656 0 0 142716 216721 0 0 183687 443668 432909 1898925 2043286 3056486 1344738 20078675 20553657 2950 4331 20075725 20549326 TO SERVE THE PEOPLE OF JOHNSON COUNTY BY BUILDING AN ENDOWMENT FOR THE GREATER COMMUNITY GOOD. 0 0 1609522 1393656 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. 1609522 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 8 0 1 5 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 MIKE STOFFREGEN 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 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 ANNA MOYERS STONE DIRECTOR 2.00 X 0 0 0 DR HAMED TEWFIK DIRECTOR 2.00 X 0 0 0 JOE WEGMAN DIRECTOR 2.00 X 0 0 0 MIKE STOFFREGEN EXECUTIVE DIRECTOR 35.00 X 78168 0 5014 78168 0 5014 0 0 0 0 0 1860 2402758 551843 2404618 292073 292073 4006228 3383188 623040 623040 623040 34132 1860 34132 0 CMN.COM LLC DISTRIBUTIONS 900099 47313 47313 CMN.COM LLC K-1 900099 20980 20980 68293 3388024 0 68293 915113 1393656 1393656 97435 77948 19487 85947 18908 30941 36098 33339 7545 12321 13473 8791 8791 16925 16925 75680 75680 8502 8502 9676 7003 498 2175 18858 3960 6789 8109 13068 9456 1647 1965 3909 821 1407 1681 686 144 247 295 6913 4014 1321 1578 DONOR SUPPORT FEES 202903 42610 73045 87248 SUPPLIES 46202 32894 6064 7244 MISCELLANEOUS 12162 8993 1445 1724 TAXES AND LICENSES 2978 1904 490 584 5656 1934 1696 2026 2043286 1609522 250077 183687 1179485 1183073 200000 200000 7025 5679 2032 1346 18658383 19133486 38775 35752 20078675 20553657 2950 4331 2950 4331 X 1455102 1475279 18620623 19074047 20075725 20549326 20078675 20553657 X 1344738 -871137 X X 0 1 X 1 0 X 1935168 5133168 3192077 4136436 2451931 16848780 1935168 5133168 3192077 4136436 2451931 16848780 1105876 15742904 170650 218331 268631 256615 313053 1227280 18076060 0.87090 0.87820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 193 8 2033524 369234 1128347 265309 17215291 3338366 1 1 0 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 8400348 1935168 160701 1312376 139489 173752 8870600 0.01930 0.98070 0.00000 0 0 7025 5679 1346 1346 BONDS AND FIXED INCOME FUNDS 3983254 F EQUITIES AND EQUITY FUNDS 12625413 F INVESTMENT IN LIMITED PARTNERSHIP 2524819 F 19133486 PAYROLL LIABILITIES 4331 4331 X 2441207 -871137 -75680 -946817 3388024 0 3388024 1967606 0 1967606 75680 75680 2043286 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 ORGANIZATION 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, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES GOLF TOURNAMENT 35992 1860 34132 34132 35992 1860 34132 34132 34132 0 1 ALLAMAKEE COMMUNITY SCHOOL DISTRICT 1059 3RD AVENUE NW WAUKON IA 52172 426036591 501(C)(3) 26500 EDUCATION AMERICAN CANCER SOCIETY IOWA HOPE LODGE 4080 FIRST AVENUE NE SUITE 101 CEDAR RAPIDS IA 52402 410724036 501(C)(3) 12588 HEALTH & HUMAN SERVICES BIG BROTHERS BIG SISTERS 4265 OAK CREST HILL ROAD SE IOWA CITY IA 52246 426021441 501(C)(3) 11659 YOUTH PROGRAMS CHILDREN'S CANCER CONNECTION 2708 GRAND AVENUE DES MOINES IA 50312 421313167 501(C)(3) 50000 HEALTH & HUMAN SERVICES CITY OF CORALVILLE 1512 7TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 38859 ARTS & CULTURE CORALVILLE CENTER FOR THE PERFORMING ARTS 1301 5TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 6500 ARTS & CULTURE CORALVILLE ECUMENICAL FOOD PANTRY PO BOX 5523 CORALVILLE IA 52241 473509757 501(C)(3) 6118 HEALTH & HUMAN SERVICES CORALVILLE VETERANS MEMORIAL FUND--AFFILIATE FUND 1006 5TH STREET SUITE 101 CORALVILLE IA 52241 501(C)(3) 20000 PUBLIC - SOCIETY BENEFITS ELDER SERVICES 1486 S FIRST AVENUE SUITE B IOWA CITY IA 52240 421146533 501(C)(3) 11589 HEALTH & HUMAN SERVICES FIRST PRESBYTERIAN CHURCH 2701 ROCHESTER AVENUE IOWA CITY IA 52245 420681418 501(C)(3) 7576 GENERAL FUNDING FRIENDS OF THE CENTER 28 LINN STREET IOWA CITY IA 52240 201219019 501(C)(3) 34877 HEALTH & HUMAN SERVICES GIRL SCOUTS OF EASTERN IOWA AND ILLINOIS 940 GOLDEN VALLEY DRIVE BETTERDORF IA 52272 421008848 501(C)(3) 7000 YOUTH PROGRAMS HAWK CITY PRODUCTIONS 511 IOWA AVENUE OFFICE B IOWA CITY IA 52240 270674956 501(C)(3) 29000 ARTS & CULTURE HEALTHY KIDS INITIATIVE 1725 N DODGE STREET IOWA CITY IA 52245 426023567 501(C)(3) 71418 HEALTH & HUMAN SERVICES HOSPICE HOME OF JOHNSON COUNTY 1229 GOLDENROD DRIVE IOWA CITY IA 52246 422471547 501(C)(3) 25000 HEALTH & HUMAN SERVICES ICCSD FOUNDATION 1725 N DODGE STREET IOWA CITY IA 52245 421177023 501(C)(3) 8650 EDUCATION IOWA CITY COMMUNITY THEATRE 4265 OAK CREST HILL ROAD SE IOWA CITY IA 52246 237131417 501(C)(3) 58675 ARTS & CULTURE IOWA CITY FREE MEDICAL CLINIC 2440 TOWNCREST DRIVE IOWA CITY IA 52240 420960955 501(C)(3) 11628 HEALTH & HUMAN SERVICES IOWA CITY UNESCO CITY OF LITERATURE 123 S LINN STREET IOWA CITY IA 52245 271303892 501(C)(3) 10000 ARTS & CULTURE IOWA DONOR NETWORK 550 MADISON NORTH LIBERTY IA 52317 421414092 501(C)(3) 25000 HEALTH & HUMAN SERVICES IOWA LEGAL AID 1111 9TH STREET SUITE 230 DES MOINES IA 50314 421079227 501(C)(3) 7500 PUBLIC - SOCIETY BENEFIT IOWA STATE UNIVERSITY OFFICE OF STUDENT FINANCIAL AID AMES IA 500112028 426004224 501(C)(3) 6500 EDUCATION IOWA VALLEY - HABITAT FOR HUMANITY 2401 S SCOTT BLVD IOWA CITY IA 52240 421410210 501(C)(3) 5385 HEALTH & HUMAN SERVICES IOWA VALLEY RC&D 920 48TH AVENUE AMANA IA 52203 471457219 501(C)(3) 26536 ENVIRONMENT IOWA WRITERS HOUSE--AFFILIATE FUND 332 E DAVENPORT STREET IOWA CITY IA 52245 501(C)(3) 5109 EDUCATION IOWA YOUTH WRITING PROJECT PO BOX 563 IOWA CITY IA 522443146 743070882 501(C)(3) 25800 EDUCATION JOHNSON COUNTY HISTORICAL SOCIETY PO BOX 5081 CORALVILLE IA 52241 237427638 501(C)(3) 22160 COMMUNITY DEVELOPMENT KIRKWOOD ELEMENTARY PTO 1401 9TH STREET CORALVILLE IA 52241 475315259 501(C)(3) 10000 EDUCATION LORAS COLLEGE 1450 ALTA VISTA STREET DUBUQUE IA 52001 420680412 501(C)(3) 13709 EDUCATION MARCH OF DIMES 425 2ND STREET SE 605 CEDAR RAPIDS IA 52401 131846366 501(C)(3) 31300 HEALTH & HUMAN SERVICES NEWMAN CATHOLIC STUDENT CENTER 104 JEFFERSON STREET IOWA CITY IA 52245 420957121 501(C)(3) 8000 GENERAL FUNDING PKD FOUNDATION PO BOX 871847 KANSAS CITY MO 641871847 431266906 501(C)(3) 7000 HEALTH & HUMAN SERVICES RED SHAMROCK FOUNDATION 3016 RAVEN STREET IOWA CITY IA 522455124 452496047 501(C)(3) 23439 HEALTH & HUMAN SERVICES SHELTER HOUSE COMMUNITY SHELTER PO BOX 3146 IOWA CITY IA 522443146 421231451 501(C)(3) 115523 HEALTH & HUMAN SERVICES SOLON DOLLARS FOR SCHOLARS PO BOX 551 SOLON IA 52333 465034853 501(C)(3) 11529 EDUCATION ST ANDREW PRESBYTERIAN CHURCH 1300 MELROSE AVENUE IOWA CITY IA 52246 420869916 501(C)(3) 8000 GENERAL FUNDING SUMMERSHIPS--AFFILIATE FUND 325 E WASHINGTON STREET IOWA CITY IA 52240 501(C)(3) 5250 GENERAL FUNDING SUSTAINABLE IOWA LAND TRUST 1398 FRANKLIN AVENUE WEST BRANCH IA 52358 472730222 501(C)(3) 122759 ENVIRONMENT TABLE TO TABLE 20 E MARKET STREET IOWA CITY IA 52245 421457219 501(C)(3) 12250 HEALTH & HUMAN SERVICES THE CRISIS CENTER OF JOHNSON COUNTY 1121 GILBERT COURT IOWA CITY IA 52240 420955992 501(C)(3) 49154 GENERAL FUNDING THE ENGLERT THEATRE 221 E WASHINGTON STREET IOWA CITY IA 52240 421508154 501(C)(3) 6450 ARTS & CULTURE THE IOWA CHILDREN'S MUSEUM 1451 CORAL RIDGE AVENUE CORALVILLE IA 52241 421461422 501(C)(3) 5105 GENERAL FUNDING UNITED WAY OF JOHNSON COUNTY 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 426062055 501(C)(3) 31811 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) 56785 GENERAL FUNDING WEST WIND EDUCATION POLICY FOUNDATION 1700 S FIRST AVENUE SUITE 16 IOWA CITY IA 52240 261268741 501(C)(3) 9500 EDUCATION 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 23 551843 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 -871,137.