UNIVERSITY OF NORTHERN IOWA FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTHERN IOWA FOUNDATION (EIN 42-6058591)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-10
- IRS object ID
- 201511009349300241
- Schema version
- 2013v4.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-10T16:56:11-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426058591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN IOWA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3192736078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 COMMONS UNI | AddressLine1 |
| City | CEDAR FALLS | City |
| State | IA | State |
| ZIP Code | 506140282 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D CALHOUN JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3192736078 | PhoneNum |
| Signature | 2015-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY HEGARTY | PreparerPersonNm |
| PTIN | P00091057 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM D CALHOUN JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 COMMONS UNI | AddressLine1 |
| City | CEDAR FALLS | City |
| State | IA | State |
| ZIP Code | 506140282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,446,710 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNI-FOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF NORTHERN IOWA FOUNDATION'S MISSION IS TO SUSTAIN, GROW AND PROMOTE THE UNIVERSITY OF NORTHERN IOWA BY SOLICITING AND MANAGING GIFTS TO SUPPORT THE UNIVERSITY'S EDUCATION, RESEARCH AND SCIENTIFIC ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $25,346 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,678,761 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,153,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,621,685 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,596,399 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,459 | PYOtherRevenueAmt |
| CY Other Revenue | $36,852 | CYOtherRevenueAmt |
| PY Total Revenue | $31,310,905 | PYTotalRevenueAmt |
| CY Total Revenue | $19,786,751 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,230,963 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,053,703 | 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 | $328,350 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $194,278 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,221,854 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,202,708 | PYOtherExpensesAmt |
| CY Other Expenses | $8,719,187 | CYOtherExpensesAmt |
| PY Total Expenses | $11,762,021 | PYTotalExpensesAmt |
| CY Total Expenses | $13,967,168 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,548,884 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,819,583 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $122,299,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,808,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,514,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,666,430 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $118,785,282 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $132,142,245 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF NORTHERN IOWA FOUNDATION'S MISSION IS TO SUSTAIN, GROW AND PROMOTE THE UNIVERSITY OF NORTHERN IOWA BY SOLICITING AND MANAGING GIFTS TO SUPPORT THE UNIVERSITY'S EDUCATION, RESEARCH AND SCIENTIFIC ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,558,973 | ExpenseAmt |
| Grant | $4,558,973 | GrantAmt |
| Desc | SCHOLARSHIPS, PRIMARILY FOR THE BENEFIT OF STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,669,583 | ExpenseAmt |
| Grant | $494,730 | GrantAmt |
| Desc | DEPARTMENTAL SUPPORT FOR THE BENEFIT OF STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $569,391 | ExpenseAmt |
| Desc | CAPITAL PROJECTS TO BENEFIT THE UNIVERSITY OF NORTHERN IOWA | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,797,947 | 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 | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINA E TRIMBLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3192737118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1223 WEST 22ND STREET | AddressLine1 |
| City | CEDAR FALLS | City |
| State | IA | State |
| ZIP Code | 506140239 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DAVID MASON | |||||||
| CHAIR OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK OMAN | |||||||
| 1ST VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID TAKES | |||||||
| 2ND VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 |
| STEVE ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN BITTNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT COBB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| JOY CORNING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE DIETZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REX ENO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD J GALLAGHER JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA HARMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JORGEN HEIDEMANN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| GUANG JIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| ROSE LORENZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| RUTH ANN MEYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| JIM MUDD SR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID OMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD REDFERN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REID RICHARDS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEV RIESS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SAVAGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| STEVE SEGEBARTH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SLIFE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DUANE SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| STANDY STEVENS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOBBIE WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM WILLIAMS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK YOUNG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| WILLIAM D CALHOUN JR | |||||||
| PRESIDENT OF THE BOARD | 40.00 | Yes (X) | $190,367 | $0 | $42,850 | 1.00 | |
| FRANK ESSER | |||||||
| VP FOR DEVELOPMENT | 40.00 | Yes (X) | $119,977 | $0 | $21,202 | ||
| NOREEN HERMANSEN | |||||||
| VICE PRESIDENT OF THE BOARD | 40.00 | Yes (X) | $132,655 | $0 | $22,609 | ||
| GINA TRIMBLE | |||||||
| VP/TREASURER OF BOARD | 40.00 | Yes (X) | $69,374 | $0 | $20,180 | 1.00 | |
| JEAN CARLISLE | |||||||
| VP/SECRETARY OF BOARD | 40.00 | Yes (X) | $82,373 | $0 | $28,713 | 1.00 | |
| GARY SHONTZ | |||||||
| VICE PRESIDENT OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $594,746 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,554 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUFFALOCODY | |||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 524063018 | FUNDRAISING | $320,922 |
| MORGAN STANLEY SMITH BARNEY | |||||
| 4449 EASTON WAY STE 300 | COLUMBUS | OH | 43219 | INVESTMENT ADVISORS | $152,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $139,674 | FundraisingAmt |
| Related Organizations | $74,877 | RelatedOrganizationsAmt |
| All Other Contributions | $10,938,949 | AllOtherContributionsAmt |
| Noncash Contributions | $1,010,545 | NoncashContributionsAmt |
| Total Contributions | $11,153,500 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,279,684 | TotalRevenueColumnAmt |
| Exclusion | $2,279,684 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,077 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,571 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,506 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,506 | TotalRevenueColumnAmt |
| Exclusion | $11,506 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,869,785 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,553,070 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,316,715 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,316,715 | TotalRevenueColumnAmt |
| Exclusion | $6,316,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,318 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $139,674 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $102,318 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP K-1S | Desc |
| Business | 531120 | BusinessCd |
| Total Revenue Column | $25,346 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,346 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,346 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,786,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,346 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,607,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,730 | TotalAmt |
| Program Services | $494,730 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,558,973 | TotalAmt |
| Program Services | $4,558,973 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,540 | TotalAmt |
| Program Services | $650 | ProgramServicesAmt |
| Management And General | $1,890 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,187 | TotalAmt |
| Management And General | $59,187 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,278 | TotalAmt |
| Fundraising | $194,278 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,048,395 | TotalAmt |
| Management And General | $1,048,395 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,401,980 | TotalAmt |
| Program Services | $1,421,129 | ProgramServicesAmt |
| Management And General | $696,199 | ManagementAndGeneralAmt |
| Fundraising | $1,284,652 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $750 | ProgramServicesAmt |
| Fundraising | $250 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,624 | TotalAmt |
| Program Services | $166,007 | ProgramServicesAmt |
| Management And General | $21,428 | ManagementAndGeneralAmt |
| Fundraising | $229,189 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,657 | TotalAmt |
| Program Services | $38,296 | ProgramServicesAmt |
| Management And General | $2,288 | ManagementAndGeneralAmt |
| Fundraising | $10,073 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,790 | TotalAmt |
| Program Services | $91,221 | ProgramServicesAmt |
| Management And General | $11,135 | ManagementAndGeneralAmt |
| Fundraising | $33,434 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,569 | TotalAmt |
| Program Services | $481,917 | ProgramServicesAmt |
| Management And General | $3,864 | ManagementAndGeneralAmt |
| Fundraising | $130,788 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,350 | TotalAmt |
| Program Services | $52,397 | ProgramServicesAmt |
| Management And General | $2,630 | ManagementAndGeneralAmt |
| Fundraising | $13,323 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,600 | TotalAmt |
| Program Services | $92,600 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,874 | TotalAmt |
| Program Services | $55,397 | ProgramServicesAmt |
| Management And General | $7,793 | ManagementAndGeneralAmt |
| Fundraising | $4,684 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BLDG & EQUIP MAINT | $1,251,305 | $1,173,439 | $18,006 | $59,860 |
| ANNUITY/TRUST PAYMENTS | $500,998 | $500,998 | ||
| MEALS & ENTERTAINMENT | $431,594 | $227,168 | $7,745 | $196,681 |
| USE TAX | $10,074 | $252 | $662 | $9,160 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,650 | TotalAmt |
| Program Services | $442,023 | ProgramServicesAmt |
| Management And General | $66,145 | ManagementAndGeneralAmt |
| Fundraising | $55,482 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,967,168 | TotalAmt |
| Program Services | $9,797,947 | ProgramServicesAmt |
| Management And General | $1,947,367 | ManagementAndGeneralAmt |
| Fundraising | $2,221,854 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,710 | BOYAmt |
| EOY | $586,091 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,696 | BOYAmt |
| EOY | $2,816 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,799,317 | BOYAmt |
| EOY | $6,057,690 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,501 | BOYAmt |
| EOY | $148,985 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,931 | BOYAmt |
| EOY | $123,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,153,083 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,344,752 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,700 | BOYAmt |
| EOY | $808,331 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,752,764 | BOYAmt |
| EOY | $88,444,750 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,585,211 | BOYAmt |
| EOY | $38,775,900 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,794,143 | BOYAmt |
| EOY | $1,860,194 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,299,973 | BOYAmt |
| EOY | $136,808,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,507 | BOYAmt |
| EOY | $1,378,872 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,127,184 | BOYAmt |
| EOY | $3,287,558 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,514,691 | BOYAmt |
| EOY | $4,666,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,477,870 | BOYAmt |
| EOY | $9,163,193 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,826,387 | BOYAmt |
| EOY | $40,986,283 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,481,025 | BOYAmt |
| EOY | $81,992,769 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,785,282 | BOYAmt |
| EOY | $132,142,245 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,299,973 | BOYAmt |
| EOY | $136,808,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,819,583 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,562,726 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$25,346 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $14,024,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,537,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,524,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,713,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,153,500 | CurrentTaxYearAmt |
| Total | $85,952,840 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,024,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,537,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,524,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,713,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,153,500 | CurrentTaxYearAmt |
| Total | $85,952,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,338,347 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,614,493 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,371,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,597,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,684,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,930,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,279,682 | CurrentTaxYearAmt |
| Total | $8,863,459 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,098 | CurrentTaxYearMinus1YearAmt |
| Total | $4,098 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,834 | CurrentTaxYearMinus4YearsAmt |
| Total | $79,834 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $94,900,231 | TotalSupportAmt |
| Public Support CY170 | 0.63870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62910 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 2.00 | TotalAcreageCnt |
| Modified Easements | 2 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,003,045 | BeginningYearBalanceAmt |
| Contributions | $2,428,503 | ContributionsAmt |
| Investment Earnings Or Losses | $10,794,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,406,515 | GrantsOrScholarshipsAmt |
| Other Expenditures | $805,545 | OtherExpendituresAmt |
| Administrative Expenses | $135,203 | AdministrativeExpensesAmt |
| End Year Balance | $93,879,223 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,060,506 | BeginningYearBalanceAmt |
| Contributions | $19,629,127 | ContributionsAmt |
| Investment Earnings Or Losses | $6,078,199 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,372,533 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,042,334 | OtherExpendituresAmt |
| Administrative Expenses | $1,349,920 | AdministrativeExpensesAmt |
| End Year Balance | $83,003,045 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,196,189 | BeginningYearBalanceAmt |
| Contributions | $4,005,346 | ContributionsAmt |
| Investment Earnings Or Losses | -$529,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,255,104 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,193,686 | OtherExpendituresAmt |
| Administrative Expenses | $1,162,900 | AdministrativeExpensesAmt |
| End Year Balance | $61,060,506 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,123,573 | BeginningYearBalanceAmt |
| Contributions | $13,083,659 | ContributionsAmt |
| Investment Earnings Or Losses | $7,796,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,158,311 | GrantsOrScholarshipsAmt |
| Other Expenditures | $540,146 | OtherExpendituresAmt |
| Administrative Expenses | $1,109,383 | AdministrativeExpensesAmt |
| End Year Balance | $61,196,189 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,112,883 | BeginningYearBalanceAmt |
| Contributions | $3,221,186 | ContributionsAmt |
| Investment Earnings Or Losses | $4,709,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $311,279 | GrantsOrScholarshipsAmt |
| Other Expenditures | $560,998 | OtherExpendituresAmt |
| Administrative Expenses | $1,047,393 | AdministrativeExpensesAmt |
| End Year Balance | $43,123,575 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $50,240 | InvestmentCostOrOtherBasisAmt |
| Book Value | $50,240 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $64,226 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,820,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,131,478 | DepreciationAmt |
| Book Value | $753,175 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $191,519 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,755 | DepreciationAmt |
| Book Value | $4,916 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $808,331 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OTHER INVESTMENTS | $197,634 | F |
| INTEREST IN CRATS | $1,157,107 | F |
| INTEREST IN CRUTS | $2,283,792 | F |
| ALTERNATIVE INVESTMENTS | $35,137,367 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,775,900 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $1,962,405 |
| ANNUITY TRUSTS PAYABLE | $874,140 |
| UNITRUSTS PAYABLE | $451,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,287,558 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,482,102 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,562,726 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $164,960 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $111,712 | OtherRevenueAmt |
| Revenue Not Reported | $7,839,398 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,642,704 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,048,395 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $95,652 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,144,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,786,751 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,131,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $164,960 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $122,766 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $287,726 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,843,896 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,048,395 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $74,877 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,123,272 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,967,168 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | TWO EASEMENTS WERE SOLD DURING THE YEAR TO A CONTIGUOUS LANDOWNER. REVENUES AND RELATED EXPENSES OF SELLING WERE PROPERLY RECORDED. |
| PART V, LINE 4: | SCHOLARSHIPS AND DEPARTMENTAL SUPPORT FOR STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA. |
| PART X, LINE 2: | THE ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS PRIOR TO JUNE 30, 2011 NOR HAVE WE BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE (LOSS) OF OTHER CONSOLIDATED ENTITIES 111,712. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -4,571. TRANSFER FROM UNIPC NETTED AGAINST GRANTS ON F/S 74,877. K-1 PARTNERSHIP INCOME BOOK/TAX DIFFERENCE 25,346. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF OTHER CONSOLIDATED ENTITIES 118,195. RENTAL EXPENSES 4,571. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRANSFER FROM UNIPC NETTED AGAINST GRANTS ON F/S 74,877. |
| PAGE 1, PART II, QUESTION 9: | UNIVERSITY OF NORTHERN IOWA FOUNDATION DOES NOT REPORT THE EASEMENTS ON THE ORGANIZATION'S FINANCIAL STATEMENTS. UNIVERSITY OF NORTHERN IOWA FOUNDATION IS IN THE PROCESS OF TRANSFERRING THE EASEMENTS TO UNIVERSITY OF NORTHERN IOWA AS THEY WERE DONATED FOR THE BENEFIT OF UNIVERSITY OF NORTHERN IOWA. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $8,470,521 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $10,588,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $19,059,373 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $19,059,373 | 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 | 0 | 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 |
| 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 | RUFFALOCODY LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3018 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524063018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,114,297 | GrossReceiptsAmt |
| Retained By Contractor | $322,782 | RetainedByContractorAmt |
| Net To Organization | $791,515 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,114,297 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $322,782 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $791,515 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $223,230 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $127,508 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $95,722 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $95,722 | NonCashPrizesEvent1Amt |
| Name Of Event2 | AUCTION | NameOfEvent2Amt |
| Gross Receipts Event2 | $18,762 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,166 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,596 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $6,596 | NonCashPrizesEvent2Amt |
| Gross Receipts Total | $241,992 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $139,674 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,318 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $102,318 | NonCashPrizesTotalEventsAmt |
| Direct Expense Summary Events | $102,318 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PAYMENT TO RUFFALO CODY INCLUDES $194,278 CONTRACT AMOUNT AND $128,504 FOR STUDENT WAGES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTHERN IOWA-RICHARD JACOBSON CTR FOR COMPREHENSIVE LITERACY | |||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | 426004333 | $381,944 | CASH | THE ROJCCL WAS ESTABLISHED AT THE UNI CAMPUS BY AN ENDOWMENT MADE BY DICK JACOBSEN TO TRAIN AND COACH TEACHERS AND CONTRIBUTE TO THEIR ONGOING LEARNING AFTER COLLEGE. |
| UNI CENTER FOR EDUCATIONAL TRANSFORMATION | |||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | 426004333 | $77,550 | CASH | CARVER GRANT DOLLARS PAID TO THE CENTER |
| IOWA DEPARTMENT OF EDUCATION | |||||||
| HOOVER STATE OFFICE BUILDING | DES MOINES | IA | 50319 | 900743434 | $9,500 | CASH | VERIZON GRANT PAID FOR TWO SPEAKERS AT THE GOVERNOR'S BULLYING PREVENTION SUMMIT |
| UNIVERSITY OF NORTHERN IOWA | |||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | 426004333 | $19,362 | CASH | AUTISM SPEAKS GRANT PAID TO UNI FOR PAYROLL AND OTHER MISCELLANEOUS EXPENSES |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS AND AWARDS | GrantTypeTxt |
| Recipient | 1863 | RecipientCnt |
| Cash Grant | $4,558,973 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE ADMINISTERED BY THE UNIVERSITY OF NORTHERN IOWA'S FINANCIAL AID OFFICE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM D CALHOUN JR | ||||||||||||||
| PRESIDENT OF THE BOARD | $186,031 | $0 | $0 | $0 | $4,336 | $0 | $19,393 | $0 | $23,457 | $0 | $233,217 | $0 | $0 | $0 |
| NOREEN HERMANSEN | ||||||||||||||
| VICE PRESIDENT OF THE BOARD | $131,447 | $0 | $0 | $0 | $1,208 | $0 | $13,219 | $0 | $9,390 | $0 | $155,264 | $0 | $0 | $0 |
| JEAN CARLISLE | ||||||||||||||
| VP/SECRETARY OF BOARD | $81,950 | $0 | $0 | $0 | $423 | $0 | $8,784 | $0 | $19,929 | $0 | $111,086 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | FORM 990, PART VII, SECTION A, LINE 1 AND/OR SCHEDULE J, PART II INCLUDE COMPENSATION FOR SERVICES RENDERED TO THE FILING ORGANZATION FROM AN UNRELATED ORGANIZATION. NAME OF UNRELATED ORGANIZATION: THE UNIVERSITY OF NORTHERN IOWA TYPE AND AMOUNT OF COMPENSATION PAID OR ACCRUED: ALL COMPENSATION FOR THE FIVE INDIVIDUALS LISTED BELOW IN (A) AND (B) WAS PAID BY THE UNRELATED ORGANIZATION. PERSONS RECEIVING OR ACCRUING COMPENSATION FROM UNRELATED ORGANIZATION: (A) WILLIAM D. CALHOUN, JR., PRESIDENT AND JEAN CARLISLE, VP/SECRETARY, ARE PAID BY THE UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION. THE FILING ORGANIZATION DOES NOT REIMBURSE THE UNRELATED ORGANIZATION FOR COMPENSATION PAID TO THESE INDIVIDUALS. (B) FRANK ESSER, VP, NOREEN HERMANSEN, VP, AND GINA TRIMBLE, VP/TEASURER ARE PAID BY THE UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION. THE FILING ORGANIZATION REIMBURSES THE UNRELATED ORGANIZATION FOR COMPENSATION PAID TO THESE INDIVIDUALS. COMPENSATION REIMBURSEMENTS PAID TO THE UNRELATED ORGANIZATION ARE REPORTED ON THE STATEMENT OF FUNCTIONAL EXPENSES ON FORM 990, PART IX, LINE 11G AS OTHER FEES FOR SERVICES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,263 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV/APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,962 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $613,982 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,468 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,005 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 10 | $168,832 | FMV/APPRAISAL |
| Yes (X) | AUCTION | 154 | $94,769 | FAIR MARKET VALUE |
| Yes (X) | MEALS | 14 | $36,363 | FAIR MARKET VALUE |
| Yes (X) | PRINTING | 9 | $30,672 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES | 13 | $9,436 | FAIR MARKET VALUE |
| Yes (X) | UNIFORMS | 3 | $3,793 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPORTING THE NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARK OMAN, TRUSTEE AND DAVID OMAN, TRUSTEE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWS THE FORM 990. UPON MANAGEMENT APPROVAL OF THE FORM 990, THE AUDIT COMMITTEE REVIEWS THE ENTIRE FORM 990 AND SCHEDULES WITH THE OUTSIDE TAX PREPARER AT AN ON-CAMPUS COMMITTEE MEETING. THE AUDIT COMMITTEE CHAIR PRESENTS AN OVERVIEW OF THE FORM 990 TO THE FULL BOARD AT AN ON-CAMPUS MEETING. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE DISTRIBUTED ANNUALLY TO TRUSTEES, OFFICERS AND STAFF. ALL ARE ASKED TO DISCLOSE RELATIONSHIPS AND/OR ORGANIZATIONAL COMMITMENTS TO ASSIST IN IDENTIFYING, MANAGING AND/OR REDUCING CONFLICTS OF INTEREST. QUESTIONNAIRES ARE REVIEWED BY THE PRESIDENT OF THE FOUNDATION OR HIS DESIGNEE FOR POTENTIAL CONFLICTS OF INTEREST. THE PRESIDENT OF THE FOUNDATION COMMUNICATES WITH NECESSARY INDIVIDUALS TO DETERMINE WHAT ACTION, IF ANY, MUST OCCUR, IE, REFRAINING FROM BOARD VOTES, ETC. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT OF THE UNI FOUNDATION ALSO HAS A UNIVERSITY APPOINTMENT AS VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT. SALARY FOR THIS POSITION IS PAID THROUGH UNIVERSITY GENERAL FUNDS. SALARY INCREASES FOR FACULTY, PROFESSIONAL STAFF AND ADMINISTRATORS ARE TO A LARGE EXTENT DETERMINED BY COLLECTIVE BARGAINING OF THE FACULTY UNION. THE AMOUNT OF SALARY INCREASE FOR THE UNI FOUNDATION PRESIDENT AND OTHER OFFICERS IS DETERMINED BY THE PRESIDENT OF THE UNIVERSITY IN CONSULTATION, AS NEEDED, WITH THE UNI FOUNDATION BOARD OF TRUSTEES. INCREASES ARE DETERMINED BY A VARIETY OF FACTORS, PRIMARILY THE ACHIEVEMENT OF MUTUALLY-AGREED UPON ANNUAL GOALS BY THE UNIVERSITY PRESIDENT AND THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT/UNI FOUNDATION PRESIDENT. HUMAN RESOURCE SERVICES AT THE UNIVERSITY PROVIDES REGULAR UPDATES REGARDING SALARIES (BY POSITION AND TITLE) AT OUR PEER INSTITUTIONS. ALL WRITTEN DOCUMENTATION IS HELD IN A LOCKED FILE (BOTH PAPER AND ELECTRONIC) WITHIN THE OFFICE OF THE PRESIDENT AND IS ONLY ACCESSIBLE WITH PERMISSION OF THE RESPECTIVE STAFF MEMBER AND THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER SERVICES: PROGRAM SERVICE EXPENSES 1,421,129. MANAGEMENT AND GENERAL EXPENSES 696,199. FUNDRAISING EXPENSES 1,284,652. TOTAL EXPENSES 3,401,980. |
| FORM 990, PART XI, LINE 9: | K-1 PARTNERSHIP INCOME BOOK/TAX DIFFERENCE -25,346. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTHERN IOWA RESEARCH FOUNDATION | ||||||||||
| 205 COMMONS UNI | CEDAR FALLS | IA | 506140282 | 391896362 | MANAGE INTELLECTUAL PROPERTY RIGHTS | IA | 501(C)(3) | 11A | UNIVERSITY OF NORTHERN IOWA FOUNDATION | Yes (1) |
| UNIVERSITY OF NORTHERN IOWA PROPERTIES CORPORATION | ||||||||||
| 205 COMMONS UNI | CEDAR FALLS | IA | 506140282 | 391896366 | ACCEPT, HOLD, MANAGE & ADMINISTER PROPERTY FOR UNI FOUNDATION | IA | 501(C)(3) | 11A | UNIVERSITY OF NORTHERN IOWA FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN IOWA PROPERTIES CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $74,877 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments