2015-02-16T11:53:03-06:00 2014-06-30 411944416 MCGLADREY LLP 125 S DUBUQUE ST IOWA CITY IA 522404077 990 2013-07-01 421508117 COMMUNITY FOUNDATION OF JOHNSON COUNTY COMM 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 OFFICER EXECUTIVE DIRECTOR 3193370483 2015-02-15 1 DEAN PRICE P00086421 3193541500 2013 2016-03-07 17:11:31Z MICHAEL STOFFREGEN 325 E WASHINGTON STREET IOWA CITY IA 52240 5548807 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 ORGANIZATIONS, GENERAL AREAS OF CONCERN OR THE COMMON GOOD, TO POOL AND MANAGE ENDOWMENT FUNDS FOR LOCAL NONPROFIT ORGANIZATIONS, AND TO DISTRIBUTE FUNDS TO BENEFIT THE COMMUNITY. 20 20 2 115 102534 91381 4973336 3192077 0 0 264554 614450 202882 102534 5440772 3909061 803526 1412389 0 0 90761 120573 0 0 45579 234741 380418 1129028 1913380 4311744 1995681 14006210 17241716 53903 20599 13952307 17221117 TO SERVE THE PEOPLE OF JOHNSON COUNTY BY BUILDING AN ENDOWMENT FOR THE GREATER COMMUNITY GOOD. 0 0 1658421 1412389 GRANTS MADE TO SPECIFIC ORGANIZATIONS, GENERAL AREAS OF CONCERN OR THE COMMON GOOD, TO POOL AND MANAGE ENDOWMENT FUNDS FOR LOCAL NONPROFIT ORGANIZATIONS, AND TO DISTRIBUTE FUNDS TO BENEFIT THE COMMUNITY. 1658421 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 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 1 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 STEVE ATKINS SECRETARY 2.00 X X 0 0 0 BETSY BOYD 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 PAT HARNEY 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 DIRECTOR 2.00 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 CHUCK SKAUGSTAD JR 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 MARY WESTBROOK DIRECTOR 2.00 X 0 0 0 NANCY WILLIAMS DIRECTOR 2.00 X 0 0 0 MICHAEL L STOFFREGEN EXECUTIVE DIRECTOR 30.00 X 55667 0 10070 55667 0 10070 0 0 0 0 0 22252 3169825 550924 3192077 166097 166097 2057117 1608764 448353 448353 448353 30982 22252 30982 0 CMN.COM LLC K-1 900099 102534 102534 102534 3909061 0 102534 614450 1412389 1412389 70220 56176 14044 42959 34367 8592 7394 5915 1479 11150 11150 53484 53484 21009 21009 14856 14856 19666 15733 3933 12664 10131 2533 9025 9025 4959 4959 439 439 2773 2773 DONOR SUPPORT FEE 192548 192548 INCOME TAX EXPENSE 26938 26938 TELEPHONE 709 567 142 MEMBERSHIP FEES 424 424 9774 9774 1913380 1658421 209380 45579 1146076 1160602 200000 200000 5792 4328 1903 1464 12646685 15840471 11546 39179 14006210 17241716 53903 20599 53903 20599 X 663632 1428887 13288675 15792230 13952307 17221117 14006210 17241716 X 1995681 1273129 X X 0 1 X 1 0 X 1260725 2480478 1935168 5133168 3192077 14001616 1260725 2480478 1935168 5133168 3192077 14001616 1027812 12973804 102839 115359 170650 218331 268631 875810 8817 8817 14886243 4428 0.87150 0.89690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148 7 2188315 791208 1185618 226771 17697593 2116597 1 1 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 4684701 1260725 489519 538382 79147 119189 5698227 0.01000 0.98000 0.01000 0 0 5792 4328 1464 1464 BONDS AND FIXED INCOME FUNDS 3096759 F EQUITIES AND EQUITY FUNDS 10218893 F INVESTMENT IN LIMITED PARTNERSHIP 2524819 F 15840471 PAYROLL LIABILITIES 2301 INCOME TAX PAYABLE 18298 20599 X 5182190 1273129 1273129 3909061 0 3909061 1913380 0 1913380 0 1913380 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 HTE 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 CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE FOUNDATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGES. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES AT JUNE 30, 2014 AND 2013. 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 2010. 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 53234 22252 30982 30982 53234 22252 30982 30982 30982 0 1 ANGEL BABY FOUNDATION PO BOX 1008 ELMHURST IL 60126 030572304 501(C)(3) 10000 HEALTH AND HUMAN SERVICES CITY OF CORALVILLE 1512 7TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 341526 ARTS & CULTURE ELDER SERVICES 1556 S FIRST AVENUE SUITE A IOWA CITY IA 52240 421146533 501(C)(3) 8260 HEALTH AND HUMAN SERVICES FRIENDS OF THE CENTER 28 LINN STREET IOWA CITY IA 52240 201219019 501(C)(3) 30380 HEALTH AND HUMAN SERVICES GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 51102 421272032 501(C)(3) 20000 YOUTH PROGRAMS HEALTHY KIDS INITIATIVE 1725 N DODGE STREET IOWA CITY IA 52245 426023567 501(C)(3) 79673 HEALTH AND HUMAN SERVICES HILLS FIRE FIGHTERS ASSOCIATION PO BOX 246 HILLS IA 52235 272268821 501(C)(3) 7518 COMMUNITY DEVELOPMENT IOWA CITY FREE MEDICAL CLINIC 2440 TOWNCREST DRIVE IOWA CITY IA 52240 420960955 501(C)(3) 13487 HEALTH AND HUMAN SERVICES IOWA CITY HOSPICE 1025 WADE STREET IOWA CITY IA 52240 421154098 501(C)(3) 8072 HEALTH AND HUMAN SERVICES IOWA CITY SCHEELS - SCHEELS FOUNDATION 4550 15TH AVENUE SOUTH FARGO ND 58103 450306649 501(C)(3) 5203 COMMUNITY DEVELOPMENT IOWA CITY UNESCO CITY OF LITERATURE 123 S LINN STREET IOWA CITY IA 52245 271303892 501(C)(3) 5500 ARTS AND CULTURE IOWA DONOR NETWORK 550 MADISON NORTH LIBERTY IA 52317 421414092 501(C)(3) 14000 HEALTH AND HUMAN SERVICES IOWA JOBS FOR AMERICA'S GRADUATES 400 E 14TH STREET DES MOINES IA 50309 421492988 501(C)(3) 10000 EDUCATION JOHNSON COUNTY HERITAGE TRUST PO BOX 2523 IOWA CITY IA 522442523 421104058 501(C)(3) 8950 COMMUNITY DEVELOPMENT JOHNSON COUNTY HISTORICAL SOCIETY PO BOX 5081 CORALVILLE IA 52241 237427638 501(C)(3) 19967 COMMUNITY DEVELOPMENT LORAS COLLEGE 1450 ALTA VISTA STREET DUBUQUE IA 52001 420680412 501(C)(3) 12939 EDUCATION MAKE A WISH FOUNDATION 3024 104TH STREET URBANDALE IA 50322 421310530 501(C)(3) 11950 GENERAL FUNDING NEIGHBORHOOD CENTERS OF JOHNSON CO PO BOX 2491 IOWA CITY IA 52244 421060964 501(C)(3) 9385 GENERAL FUNDING NEWMAN CATHOLIC STUDENT CENTER 104 E JEFFERSON STREET IOWA CITY IA 52245 420957121 501(C)(3) 8000 GENERAL FUNDING REGINA FOUNDATION PO BOX 1581 IOWA CITY IA 522441581 510158837 501(C)(3) 8450 EDUCATION SHELTER HOUSE INC PO BOX 3146 IOWA CITY IA 522443146 421231451 501(C)(3) 52438 HEALTH AND HUMAN SERVICES SOLON DOLLARS FOR SCHOLARS PO BOX 551 SOLON IA 52333 465034853 501(C)(3) 8304 EDUCATION TABLE TO TABLE FOOD DISTRIBUTION NETWORK 20 EAST MARKET STREET IOWA CITY IA 52246 421457219 501(C)(3) 22500 HEALTH AND HUMAN SERVICES THE 1105 PROJECT-BUILDING FUND--AFFILIATE FUND 1121 GILBERT COURT IOWA CITY IA 52241 501(C)(3) 40000 GENERAL FUNDING THE ARC OF SOUTHEAST IOWA 2620 MUSCATINE AVENUE IOWA CITY IA 52240 420933140 501(C)(3) 10000 GENERAL FUNDING THE CRISIS CENTER OF JOHNSON COUNTY 1121 GILBERT COURT IOWA CITY IA 52240 420955992 501(C)(3) 387500 GENERAL FUNDING UNITED WAY OF JOHNSON COUNTY 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 426062055 501(C)(3) 24888 GENERAL FUNDING UNIVERSITY OF IOWA FOUNDATION 100 WARTBURG BLVD WAVERLY IA 50877 420796760 501(C)(3) 16397 EDUCATION WARTBURG COLLEGE 420680351 501(C)(3) 10000 EDUCATION 29 PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES THAT EACH GRANT RECIPIENT COMLETE AND SUBMIT A GRANT REPORT FORM AT THE END OF THE ORGANIZATION'S FISCAL YEAR. X 19 522347 FMV X 1 28577 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO ALLOW THE BOARD OF DIRECTORS, AT ITS DISCRETION, TO APPOINT THE POSITION OF TREASURER TO A TERM(S) POSSIBLY EXCEEDING TWO CONSECUTIVE THREE YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WILL BE 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 GIVE FEEDBACK TO THE EXECUTIVE COMMITTEE WHO THEN EVALUATE 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. FORM 990, PART XI, LINE 9: NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS 1,273,129.