2015-02-16T08:14:10-06:00 2014-03-31 421361038 ROTH & COMPANY PC 666 WALNUT STREET SUITE 1450 DES MOINES IA 503093918 990 2013-04-01 421002093 AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF IOWA AMER 5152433988 INSURANCE EXCHANGE BLDG NO 901 DES MOINES IA 50309 JEREMY ROSEN EXEC DIR 5152433988 2015-02-17 1 WAYNE D FLOERCHINGER P00225936 5152440266 2013 2016-03-07 17:11:31Z JEREMY ROSEN 505 5TH AVE STE 901 DES MOINES IA 50309 1203631 0 X WWW.ACLU-IA.ORG X 1969 IA ACTIVE DEFENSE OF CIVIL LIBERTIES BY LEGAL AND EDUCATIONAL MEANS. 6 6 7 49 0 0 442747 1163912 0 0 31877 25829 115 13890 474739 1203631 0 0 0 0 399504 520514 0 0 109387 81449 88488 480953 609002 -6214 594629 982517 1598395 54652 91339 927865 1507056 X THE ACLU FOUNDATION OF IOWA WORKS TO DEFEND AND PROMOTE THE CONSTITUTION OF THE UNITED STATES, FOCUSSING ESPECIALLY ON THE FIRST, FOURTH, FIFTH, SIXTH, EIGHTH AND 14TH AMENDMENTS. IT WORKS THROUGH LITIGATION AND LEGAL ADVOCACY, AS WELL AS THROUGH PUBLIC EDUCATION, TO SECURE AND ADVANCE THE CIVIL LIBERTIES VALUES WHICH ARE REFLECTED IN THOSE AND OTHER AMENDMENTS AND PROVISIONS OF THE CONSTITUTION. 0 0 213994 THE ACLU FOUNDATION OF IOWA ACHIEVEMENTS IN THE AREA OF LEGAL ADVOCACY AND LITIGATION:LITIGATED CASES INVOLVING FREE SPEECH (FLAG DESECRATION, CANDIDATES SPEECH), OPEN RECORDS (SCHOOL BOARD & CITY RECORDS), EQUALITY (GLBT DISCRIMINATION) VOTING RIGHTS, REPRODUCTIVE FREEDOM (TERMINATION OF PREGNANCY, INVOLUNTARY STERILIZATION), RIGHT TO PETITION, SURVEILLANCE/DUE PROCESS (TRAFFIC CAMERAS), DUE PROCESS (COERCED CONFESSIONS). 182311 THE ACLU FOUNDATION OF IOWA ACHIEVEMENTS IN THE AREA OF PUBLIC ADVOCACY AND COMMUNICATIONS:PERFORMED PUBLIC ADVOCACY AND COMMUNICATIONS IN THE AREAS OF IMMIGRATION RIGHTS (ICE DETAINERS), DUE PROCESS (USE OF TASERS), VOTING RIGHTS, INTERVIEWS ON NUMEROUS SUBJECTS, AND LEGISLATIVE AND RULE MAKING TESTIMONY. 396305 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 7 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IA X X JEREMY ROSEN 5152433988 901 INSURANCE EXCHANGE BUILDING DES MOINES IA 50309 SHAMS GHONEIM PRESIDENT 1.00 X X 0 0 0 DAVE MULLER TREASURER 1.00 X X 0 0 0 SCOTT HARTSOOK VICE PRESIDENT 1.00 X X 0 0 0 JOAN MASOVER SECRETARY 1.00 X X 0 0 0 ALEJANDRO OROZCO AFFIRMATIVE ACTION OFFICER 1.00 X X 0 0 0 DENNIS PARMENTER AT-LARGE EXEC COMM MEMBER 1.00 X X 0 0 0 BEN STONE EXECUTIVE DIRECTOR 35.00 X 79316 19828 0 79316 19828 0 0 0 0 0 0 989308 174604 1163912 15620 15620 10209 0 10209 10209 10209 LITIGATION SETTLEMENTS 900099 14006 14006 SPECIAL EVENT 900099 -116 -116 13890 1203631 0 0 39719 79316 51555 13484 14277 329300 214045 55981 59274 50574 32873 8598 9103 31411 20417 5340 5654 29913 19444 5085 5384 10563 6866 1796 1901 24914 16194 4235 4485 6294 4091 1070 1133 7237 4704 1230 1303 5063 3291 861 911 MISCELLANEOUS 9881 6423 1679 1779 PRINTING & PUBLISHING 8877 5770 1509 1598 TELEPHONE 8304 5397 1412 1495 POSTAGE & PROCESSING 3183 2069 541 573 4172 3166 489 517 609002 396305 103310 109387 399904 946415 14192 0 0 4536 55118 33660 21910 21458 1172497 982517 1598395 54652 91339 54652 91339 X 517870 346639 108600 395976 301395 764441 927865 1507056 982517 1598395 594629 -15438 0 X X 0 1 X 1 0 X 372044 465961 589856 442747 1163912 3034520 372044 465961 589856 442747 1163912 3034520 29222 5775 22135 28082 27443 112657 0 29222 5775 22135 28082 27443 112657 2921863 8585 9456 9779 12388 15620 55828 8585 9456 9779 12388 15620 55828 5416 -9074 27786 -1061 13890 36957 386045 466343 627421 454074 1193422 3127305 0.93430 0.91640 0.01790 0.02290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 427330 735399 -2312 1160417 397534 28596 1200 427330 352088 34817 10629 397534 348665 36990 -33187 380 352088 369283 61920 -82538 348665 0.34120 0.65880 0 0 16511 16511 38607 33660 4947 21458 BENEFICIAL INTEREST IN PERPETUAL TRUST 728336 F CERTIFICATES OF DEPOSIT 50000 F MUTUAL FUNDS 16953 F COMMON INVESTMENT TRUST 377208 F 1172497 1205943 2312 2312 1203631 0 1203631 0 0 0 0 0 PART V, LINE 4: ALL CONTRIBUTIONS TO THE EDWARD S. ALLEN PERMANENT ENDOWMENT FUND RECEIVED AFTER SEPTEMBER 1, 1993 ARE TO BE REMITTED TO THE ACLU TRUST FOR THE BILL OF RIGHTS. THE FUND CURRENTLY HAS A BALANCE OF $36,105. THE FOUNDATION IS A BENEFICARY OF A PERPETUAL TRUST CURRENTLY VALUED AT $728,336 WHICH PROVIDES FOR AN ANNUAL DISTRIBUTION OF 5% OF THE FAIR VALUE OF THE TRUST FOR UNRESTRICTED USE BY THE FOUNDATION. THE FOUNDATION'S BOARD OF TRUSTEES HAS DESIGNATED $122,606 IN FUNDS AT MARCH 31, 2014 TO BE UTILIZED IN THE EVENT OF UNFORESEEN AND/OR EMERGENCY LITIGATION EXPENSES THAT SUBSTANTIALLY EXCEED OTHER UNRESTRICTED FUNDS BUDGETED FOR SUCH EXPENSES. ALSO, THE COMBINED ENTITIES' BOARDS HAVE SET ASIDE $458,222 IN FUNDS RECEIVED FROM THE DONORS FOR THE PURPOSE OF SELF-DISCIPLINE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 AND SUPPORTING SCHEDULES IS DRAFTED BY A PAID PREPARER AND REVIEWED WITH THE EXECUTIVE DIRECTOR. THE FORM IS THEN REVIEWED IN A JOINT MEETING OF THE MEMBERS OF THE FINANCE/AUDIT COMMITTEE WITH THE PAID PREPARER AND EXECUTIVE DIRECTOR. A COPY OF THE FORM 990 IS EMAILED TO THE DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT ITS MARCH BOARD MEETING, ALL TRUSTEES OF THE ORGANIZATION ARE REQUIRED TO REVIEW OUR CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST FORM ON WHICH THEY DISCLOSE ALL POTENTIAL CONFLICTS AS DEFINED IN OUR POLICY. TRUSTEES ARE REMINDED THAT THEY HAVE AN OBLIGATION TO INFORM THE ORGANIZATION IF ANY CONFLICTS ARISE DURING THEIR SERVICE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A IT HAS BEEN THE PRACTICE TO HAVE COMPARABLE SURVEY SALARY DATA FROM OTHER ACLU AFFILIATES PRESENTED TO THE EXECUTIVE COMMITTEE DURING THE PROCESS OF DETERMING SALARIES. IN ADDITION, CONTEMPORANEOUS NOTES AND MINUTES OF THESE PROCEEDINGS HAVE BEEN KEPT AND MAINTAINED IN OUR FILES. FORM 990, PART VI, SECTION C, LINE 19 UPON RECEIPT OF A WRITTEN REQUEST, WITHIN FIVE BUSINESS DAYS, THE ORGANIZATION WILL PROVIDE COPIES OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS. REQUESTS MAY BE SENT TO: ACLU-IA, 505 FIFTH AVENUE, STE. 901, DES MOINES, IA 50309. REQUESTS MAY ALSO BE SENT THROUGH THE ORGANIZATION'S WEB SITE, WW.ACLU-IA.ORG. CLICK ON "CONTACT US". REQUESTS MUST PROVIDE A RETURN POSTAL ADDRESS OR EMAIL ADDRESS. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. AMERICAN CIVIL LIBERTIES UNION OF IOWA 505 5TH STREET INSURANCE EXCHANGE B DES MOINES IA 50309 420892616 ACTIVE DEFENSE OF CIVIL LIBERTIES BY LEGAL AND EDUCATIONAL MEANS. IA 501(C)(4) 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 ACLU OF IOWA - LESS THAN 50000 M ACLU OF IOWA - LESS THAN 50000 N ACLU OF IOWA - LESS THAN 50000 O ACLU OF IOWA - LESS THAN 50000 P ACLU OF IOWA - LESS THAN 50000 L