2016-02-24T12:49:28-06:00 2015-06-30 411944416 RSM US LLP 125 S DUBUQUE ST IOWA CITY IA 522404077 990 2014-07-01 421508117 COMMUNITY FOUNDATION OF JOHNSON COUNTY COMM 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 OFFICER EXECUTIVE DIRECTOR 3193370483 2016-02-24 1 DEAN PRICE P00086421 3193541500 2014 2016-08-17 19:52:53Z MICHAEL STOFFREGEN 325 E WASHINGTON STREET IOWA CITY IA 52240 8109139 0 X COMMUNITYFOUNDATIONOFJOHNSONCOUNTY.ORG X 2000 IA THE PURPOSE OF THE COMMUNITY FOUNDATION OF JOHNSON COUNTY, IOWA IS TO PROVIDE A MEANS FOR CITIZENS TO MAKE GIFTS TO SPECIFIC NON-PROFIT ORGANIZATIONS, GENERAL AREAS OF CONCERN FOR THE COMMON GOOD, TO POOL AND MANAGE ENDOWMENT FUNDS FOR LOCAL NON-PROFIT ORGANIZATIONS, AND TO DISTRIBUTE FUNDS TO BENEFIT THE COMMUNITY THROUGH SUPPORT OF NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS. 20 20 2 125 72959 50206 3192077 4120262 0 0 614450 762190 102534 72959 3909061 4955411 1412389 1312541 0 0 120573 142716 0 0 73064 380418 443668 1913380 1898925 1995681 3056486 17241716 20078675 20599 2950 17221117 20075725 TO SERVE THE PEOPLE OF JOHNSON COUNTY BY BUILDING AN ENDOWMENT FOR THE GREATER COMMUNITY GOOD. 0 0 1559092 1312541 GRANTS MADE TO LOCAL NON-PROFIT ORGANIZATIONS, GENERAL AREAS OF CONCERN FOR THE COMMON GOOD, TO POOL AND MANAGE ENDOWMENT FUNDS FOR LOCAL NON-PROFIT ORGANIZATIONS, AND TO DISTRIBUTE FUNDS TO BENEFIT THE COMMUNITY, THROUGH SUPPORT OF NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS. 1559092 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 2 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 20 20 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 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 CHUCK COULTER 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 JANET GODWIN DIRECTOR 2.00 X 0 0 0 MICHAEL HEINRICH DIRECTOR 2.00 X 0 0 0 TIM KRUMM PRESIDENT 2.00 X X 0 0 0 SARAH MAIERS SECRETARY 2.00 X X 0 0 0 SHARON OGLESBY DIRECTOR 2.00 X 0 0 0 DEAN PRICE TREASURER 2.00 X X 0 0 0 NANCY RICHARDSON DIRECTOR 2.00 X 0 0 0 JOHN SCHNEIDER VICE PRESIDENT 2.00 X X 0 0 0 MELVIN SHAW DIRECTOR 2.00 X 0 0 0 GREG TURNER DIRECTOR 2.00 X 0 0 0 ANNE VANDENBERG DIRECTOR 2.00 X 0 0 0 STEVE WEEBER DIRECTOR 2.00 X 0 0 0 JOE WEGMAN DIRECTOR 2.00 X 0 0 0 NANCY WILLIAMS DIRECTOR 2.00 X 0 0 0 MICHAEL L STOFFREGEN EXECUTIVE DIRECTOR 30.00 X 62675 0 14650 62675 0 14650 0 0 0 0 0 12221 4108041 321678 4120262 199830 199830 3681164 3118804 562360 562360 562360 34924 12221 34924 0 CMN.COM LLC K-1 900099 56785 56785 CMN.COM LLC DISTRIBUTIONS 900099 10388 10388 STATE TAX REFUND 900099 5786 5786 72959 4955411 0 72959 762190 1302541 1302541 10000 10000 82100 65680 16420 52091 41673 10418 8525 6820 1705 12560 12560 66854 66854 16829 16829 29977 29977 53684 42947 10737 18306 14645 3661 7354 7354 3548 3548 665 665 3772 3772 DONOR SUPPORT FEE 179697 179697 INCOME TAX EXPENSE 31320 31320 MEMBERSHIP FEES 860 860 TELEPHONE 731 585 146 17511 17511 1898925 1559092 266769 73064 1160602 1179485 200000 200000 7025 4993 1464 2032 15840471 18658383 39179 38775 17241716 20078675 20599 2950 20599 2950 X 1428887 1455102 15792230 18620623 17221117 20075725 17241716 20078675 X 3056486 -201878 X X 0 1 X 1 0 X 2480478 1935168 5133168 3192077 4136436 16877327 2480478 1935168 5133168 3192077 4136436 16877327 1144206 15733121 115359 170650 218331 268631 256615 1029586 8817 8817 17915730 375 0.87820 0.94470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174 8 3769697 284134 1132871 170887 17380752 2556343 1 1 0 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 5698227 2467800 1175788 652318 167240 134515 8387742 0.02400 0.97600 0.00000 0 0 7025 4993 2032 2032 BONDS AND FIXED INCOME FUNDS 3562465 F EQUITIES AND EQUITY FUNDS 12571099 F INVESTMENT IN LIMITED PARTNERSHIP 2524819 F 18658383 PAYROLL LIABILITIES 2950 2950 X 4753533 -201878 -201878 4955411 0 4955411 1898925 0 1898925 0 1898925 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED COMMUNITY FOUNDATION OF JOHNSON COUNTY, IOWA AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. THE FOUNDATION'S POLICY IS TO INCLUDE INTEREST AND PENALTIES RELATING TO UNCERTAIN TAX POSITIONS IN INTEREST EXPENSE AND OPERATING EXPENSE, RESPECTIVELY. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE FOUNDATION'S FORM 990 WILL NOT BE CHALLENDGED BY THE TAXING AUTHORITIES AND THAT THE FOUNDATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PEANALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGES. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES AT JUNE 30, 2015 AND 2014. FORM 990 FILED BY THE FOUNDATION IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. FORM 990 FILED BY THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2011. THE INCOME TAX EXPENSE INCLUDED IN THE STATEMENT OF REVENUE AND EXPENSE IS UNRELATED BUSINESS INCOME TAX ASSOCIATED WITH THE INVESTMENT IN LIMITED PARTNERSHIP. GOLF TOURNAMENT 47145 12221 34924 34924 47145 12221 34924 34924 34924 0 1 AMERICAN CANCER SOCIETY IOWA HOPE LODGE 4080 FIRST AVENUE NE SUITE 101 CEDAR RAPIDS IA 52402 410724036 501(C)(3) 12577 HEALTH & HUMAN SERVICES ANGEL BABY FOUNDATION PO BOX 1008 ELMHURST IL 601260905 030572304 501(C)(3) 15000 HEALTH & HUMAN SERVICES BIG BROTHERS BIG SISTERS 3109 OLD HIGHWAY 218 S IOWA CITY IA 522465812 426021441 501(C)(3) 6000 YOUTH PROGRAMS CITY OF CORALVILLE 1512 7TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 71407 ARTS & CULTURE CORALVILLE COMMUNITY FUND--AFFILIATE FUND 1512 7TH STREET CORALVILLE IA 52241 501(C)(3) 6000 GENERAL FUNDING DOMESTIC VIOLENCE INTERVENTION PROGRAM PO BOX 3170 IOWA CITY IA 52244 421124902 501(C)(3) 5049 GENERAL FUNDING ELDER SERVICES 1556 S FIRST AVENUE SUITE A IOWA CITY IA 52240 421146533 501(C)(3) 9100 HEALTH & HUMAN SERVICES FAITH ACADEMY 15 FOSTER ROAD IOWA CITY IA 52245 420989258 501(C)(3) 7587 EDUCATION FREE LUNCH PROGRAM 1105 S GILBERT COURT IOWA CITY IA 52240 264722790 501(C)(3) 6500 HEALTH & HUMAN SERVICES FRIENDS OF THE CENTER 2 LINN STREET IOWA CITY IA 52240 201219019 501(C)(3) 34250 HEALTH & HUMAN SERVICES GIRL SCOUTS OF EASTERN IOWA AND ILLINOIS 680 2ND STREET SUITE 100 CEDAR RAPIDS IA 52401 421008848 501(C)(3) 5545 YOUTH PROGRAMS HEALTHY KIDS INITIATIVE 1725 N DODGE STREET IOWA CITY IA 52245 426023567 501(C)(3) 71399 HEALTH & HUMAN SERVICES HOME BUILDERS ASSOCIATION OF IOWA CITY VTC 11 S GILBERT STREET IOWA CITY IA 52240 421493785 501(C)(3) 12235 EDUCATION ICCSD FOUNDATION 1725 N DODGE STREET IOWA CITY IA 52245 421177023 501(C)(3) 16728 EDUCATION IJAG 400 E 14TH STREET 3RD FLOOR DES MOINES IA 50319 421492988 501(C)(3) 10000 EDUCATION IOWA CHILDREN'S MUSEUM 1451 CORAL RIDGE AVENUE CORALVILLE IA 52241 421461422 501(C)(3) 9470 GENERAL FUNDING IOWA CITY COMMUNITY SCHOOL DISTRICT 1725 N DODGE STREET IOWA CITY IA 52245 426023567 501(C)(3) 6200 GENERAL FUNDING IOWA CITY SCHEELS--SCHEELS FOUNDATION 1461 CORAL RIDGE AVENUE CORALVILLE IA 52241 450306649 501(C)(3) 9825 COMMUNITY DEVELOPMENT IOWA CITY UNESCO CITY OF LITERATURE 123 S LINN STREET IOWA CITY IA 52245 271303892 501(C)(3) 11350 ARTS & CULTURE IOWA DONOR NETWORK 550 MADISON NORTH LIBERTY IA 52317 421414092 501(C)(3) 20000 HEALTH & HUMAN SERVICES IOWA LEGAL AID 1111 9TH STREET SUITE 230 DES MOINES IA 50314 421079227 501(C)(3) 6200 PUBLIC & SOCIETY BENEFIT JOHNSON COUNTY HISTORICAL SOCIETY PO BOX 5081 CORALVILLE IA 52241 237427638 501(C)(3) 22161 COMMUNITY DEVELOPMENT LORAS COLLEGE 1450 ALTA VISTA STREET DUBUQUE IA 52001 420680412 501(C)(3) 14163 EDUCATION MARCH OF DIMES 425 2ND STREET SE 605 CEDAR RAPIDS IA 52401 131846366 501(C)(3) 9500 HEALTH & HUMAN SERVICES NEIGHBORHOOD CENTERS OF JOHNSON CO PO BOX 2491 IOWA CITY IA 522442491 421060964 501(C)(3) 6500 GENERAL FUNDING NEWMAN CATHOLIC STUDENT CENTER 104 JEFFERSON STREET IOWA CITY IA 52245 420957121 501(C)(3) 14500 GENERAL FUNDING RED SHAMROCK FOUNDATION 3016 RAVEN STREET IOWA CITY IA 522455124 452496047 501(C)(3) 15000 HEALTH & HUMAN SERVICES REGINA FOUNDATION PO BOX 1581 IOWA CITY IA 522441581 510158837 501(C)(3) 103750 GENERAL FUNDING SHELTER HOUSE COMMUNITY SHELTER PO BOX 3146 IOWA CITY IA 522443146 421231451 501(C)(3) 109236 HEALTH & HUMAN SERVICES SOLON DOLLARS FOR SCHOLARS PO BOX 551 SOLON IA 52333 465034853 501(C)(3) 10299 EDUCATION SUMMERSHIPS--AFFILIATE FUND 325 E WASHINGTON STREET IOWA CITY IA 52240 501(C)(3) 42334 GENERAL FUNDING TABLE TO TABLE 20 E MARKET STREET IOWA CITY IA 52245 421457219 501(C)(3) 20500 HEALTH & HUMAN SERVICES THE CRISIS CENTER OF JOHNSON COUNTY 1121 GILBERT COURT IOWA CITY IA 52240 420955992 501(C)(3) 240365 GENERAL FUNDING UNITED WAY OF JOHNSON COUNTY 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 426062055 501(C)(3) 42560 GENERAL FUNDING UNIVERSITY OF IOWA 208 CALVIN HALL IOWA CITY IA 522421315 426004813 501(C)(3) 5207 EDUCATION/SCHOLARSHIPS UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 522444550 420796760 501(C)(3) 12458 GENERAL FUNDING MEDICAL ASSISTANCE 1 10000 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 21 321678 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 -201,878.