2014-05-09T08:42:48-05:00 2013-06-30 411944416 MCGLADREY LLP 125 S DUBUQUE ST IOWA CITY IA 522404077 990 2012-07-01 421508117 COMMUNITY FOUNDATION OF JOHNSON COUNTY COMM 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 OFFICER 3193370483 2014-03-27 1 DEAN PRICE P00086421 3193541500 2012 2015-11-30 17:44:51Z MICHAEL STOFFREGEN 325 E WASHINGTON STREET IOWA CITY IA 52240 6324095 0 X COMMUNITYFOUNDATIONOFJOHNSONCOUNTY.ORG X 2000 IA THE PURPOSE OF THE COMMUNITY FOUNDATION OF JOHNSON COUNTY, IOWA IS TO SERVE JOHNSON COUNTY BY GROWING ENDOWMENTS AND DISTRIBUTING FUNDS TO BUILD A GREATER COMMUNITY. 21 21 2 115 43050 37845 1935168 4973336 0 0 212130 264554 0 202882 2147298 5440772 1312376 803526 0 0 70754 90761 0 0 38095 243389 234741 1626519 1129028 520779 4311744 8870600 14006210 1611 53903 8868989 13952307 TO SERVE THE PEOPLE OF JOHNSON COUNTY BY BUILDING AN ENDOWMENT FOR THE GREATER COMMUNITY GOOD. 0 0 963542 803526 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. 963542 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 7 0 1 2 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IA X X MIKE STOFFREGEN 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 STEVE ATKINS 2.00 X X 0 0 0 BETSY BOYD 2.00 X 0 0 0 CHUCK COULTER 2.00 X 0 0 0 ROSS DEVALOIS 2.00 X 0 0 0 MAGGIE ELLIOTT 2.00 X 0 0 0 BILL FURLONG 2.00 X 0 0 0 PAT HARNEY 2.00 X 0 0 0 MICHAEL HEINRICH 2.00 X 0 0 0 TIM KRUMM 2.00 X 0 0 0 SARAH MAIERS 2.00 X 0 0 0 DEAN PRICE 2.00 X X 0 0 0 NANCY RICHARDSON 2.00 X 0 0 0 CHRISTINE SCHEETZ 2.00 X 0 0 0 JOHN SCHNEIDER 2.00 X X 0 0 0 CHUCK SKAUGSTAD JR 2.00 X 0 0 0 GREG TURNER 2.00 X 0 0 0 ANNE VANDENBERG 2.00 X 0 0 0 STEVE WEEBER 2.00 X 0 0 0 JOE WEGMAN 2.00 X 0 0 0 MARY WESTBROOK 2.00 X X 0 0 0 NANCY WILLIAMS 2.00 X 0 0 0 MICHAEL L STOFFREGEN 30.00 X 49001 0 9584 49001 0 9584 0 0 0 0 0 29322 4944014 94537 4973336 175281 175281 939598 850325 89273 89273 89273 32998 29322 32998 0 JAYNANE LILLIG ESTATE 900099 130118 130118 CMN.COM LLC K-1 900099 43050 43050 NORTHWESTERN MUTUAL LI 900099 29714 29714 202882 5440772 0 43050 424386 803526 803526 60919 48735 12184 24073 19258 4815 5769 4615 1154 9720 9720 41654 41654 4411 4411 14374 14374 15116 12093 3023 12000 9600 2400 5385 5385 4785 4785 304 304 2369 2369 DONOR SUPPORT FEE 118362 118362 TELEPHONE 724 579 145 MEMBERSHIP FEES 350 350 5187 5187 1129028 963542 127391 38095 565308 1146076 200000 200000 5792 3889 11 1903 8065735 12646685 39546 11546 8870600 14006210 1611 53903 1611 53903 X 608791 663632 8260198 13288675 8868989 13952307 8870600 14006210 X 4311744 771574 X 0 1 X 1 0 X 3094976 1260725 2480478 1935168 5133168 13904515 3094976 1260725 2480478 1935168 5133168 13904515 790361 13114154 101360 102839 115359 170650 218331 708539 536 8817 9353 14622407 4428 0.89690 0.94400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122 7 4836748 131855 646593 156932 11752421 947014 1 1 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 3556627 3094976 -620168 1155746 58441 132547 4684701 0.01000 0.98000 0.01000 0 0 5792 3889 1903 1903 BONDS AND FIXED INCOME FUNDS 2811150 F EQUITIES AND EQUITY FUNDS 7310716 F INVESTMENT IN LIMITED PARTNERSHIP 2524819 F 12646685 PAYROLL LIABILITIES 1723 INCOME TAX PAYABLE 52180 53903 X 6212346 771574 771574 5440772 0 5440772 1129028 0 1129028 0 1129028 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE FOUNDATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES AT JUNE 30, 2013 AND 2012. 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 2009. GOLF TOURNAMENT 62320 29322 32998 32998 62320 29322 32998 32998 32998 0 1 ALTRUSA CLUB ALTRUSA CLUB OF IOWA CITY IOWA CITY IA 52240 426077339 501(C)(3) 5391 GENERAL FUNDING AMERICAN CANCER SOCIETY IOWA HOPE LODGE ATTN MARCIA HOLLEY CEDAR RAPIDS IA 52402 410724036 501(C)(3) 10294 HEALTH & HUMAN SERVICES CHATHAM OAKS 4515 MELROSE AVENUE IOWA CITY IA 522469400 421302928 501(C)(3) 5613 GENERAL FUNDING CITY OF IOWA CITY RECREATION SERVICES IOWA CITY IA 52240 426004805 501(C)(1) 5094 GENERAL FUNDING COMMUNITY MENTAL HEALTH CENTER 507 EAST COLLEGE STREET IOWA CITY IA 52240 420989584 501(C)(3) 6000 HEALTH & HUMAN SERVICES CORALVILLE CENTER FOR THE PERFORMING ARTS 1301 5TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 15950 GENERAL FUNDING CORALVILLE COMMUNITY FUND--AFFILIATE FUND 1512 7TH STREET CORALVILLE IA 52241 501(C)(3) 17500 GENERAL FUNDING FRIENDS OF THE CENTER 28 LINN STREET IOWA CITY IA 52240 201219019 501(C)(3) 23077 HEALTH AND HUMAN SERVICES GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 51102 421272032 501(C)(3) 15000 YOUTH PROGRAMS GREATER IC AREA DOLLARS FOR SCHOLARS 325 E WASHINGTON STREET IOWA CITY IA 52240 260094827 501(C)(3) 5420 EDUCATION HEALTHY KIDS INITIATIVE IOWA CITY COMMUNITY SCHOOL DISTRICT IOWA CITY IA 52240 426023567 501(C)(3) 49636 HEALTH AND HUMAN SERVICES IOWA CITY CORALVILLE CONVENTION BUREAU 900 FIRST AVENUE CORALVILLE IA 52241 421203842 501(C)(6) 87706 COMMUNITY DEVELOPMENT ICCSD FOUNDATION 1725 N DODGE STREET IOWA CITY IA 52245 421177023 501(C)(3) 7500 EDUCATION INFORMATICS INC 118 SECOND STREET SE SUITE 200 CEDAR RAPIDS IA 52401 421500168 7352 COMMUNITY DEVELOPMENT IOWA CITY HOSPICE INC 1025 WADE STREET IOWA CITY IA 52240 421154098 501(C)(3) 7000 HEALTH & HUMAN SERVICES IOWA DONOR NETWORK 550 MADISON NORTH LIBERTY IA 52317 421414092 501(C)(3) 13000 GENERAL FUNDING JOHNSON COUNTY EXTENSION 4265 OAK CREST HILL ROAD SE IOWA CITY IA 52246 426021441 501(C)(3) 7000 EDUCATION LORAS COLLEGE 1450 ALTA VISTA STREET DUBUQUE IA 52001 420680412 501(C)(3) 12444 EDUCATION NEWMAN CATHOLIC STUDENT CENTER 104 JEFFERSON STREET IOWA CITY IA 52245 420957121 501(C)(3) 11000 GENERAL FUNDING OFFICE OF THE STATE PUBLIC DEFENDER LUCAS STATE OFFICE BUILDING DES MOINES IA 503190083 426604515 501(C)(3) 5390 EDUCATION REGINA FOUNDATION 1222 ROCHESTER AVENUE IOWA CITY IA 522453128 510158837 501(C)(3) 15250 EDUCATION REVIER FAMILY ENDOWMENT FUND--AFFILIATE FUND 325 E WASHINGTON STREET IOWA CITY IA 52240 501(C)(3) 132500 GENERAL FUNDING SCHEELS FOUNDATION 4550 15TH AVENUE SOUTH FARGO ND 58103 450306649 501(C)(3) 9993 COMMUNITY DEVELOPMENT SHELTER HOUSE INC PO BOX 3146 IOWA CITY IA 52244 421231451 501(C)(3) 10000 HEALTH AND HUMAN SERVICES SIGOURNEY PUBLIC LIBRARY 720 E JACKSON STREET SIGOURNEY IA 52591 426005215 501(C)(1) 6500 GENERAL FUNDING SOLON DOLLARS FOR SCHOLARS PO BOX 551 SOLON IA 52333 411726442 501(C)(3) 6565 EDUCATION ST PATRICK'S CATHOLIC CHURCH 4330 ST PATRICKS DRIVE IOWA CITY IA 52240 420680275 501(C)(3) 29500 GENERAL FUNDING TABLE TO TABLE FOOD DISTRIBUTION NETWORK 20 EAST MARKET STREET IOWA CITY IA 52246 421457219 501(C)(3) 10000 HEALTH AND HUMAN SERVICES THE 1105 PROJECT - BUILDING FUND--AFFILIATE FUND 1121 GILBERT COURT IOWA CITY IA 52241 501(C)(3) 10500 GENERAL FUNDING THE CRISIS CENTER OF JOHNSON COUNTY 1121 GILBERT COURT IOWA CITY IA 52240 420955992 501(C)(3) 55076 HEALTH & HUMAN SERVICES THE HOUSING FELLOWSHIP 322 EAST SECOND STREET IOWA CITY IA 52240 421362432 501(C)(3) 1500 HEALTH & HUMAN SERVICES UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 522444550 420796760 501(C)(3) 10900 GENERAL FUNDING ZION LUTHERAN CHURCH 310 N JOHNSON STREET IOWA CITY IA 52245 421010633 501(C)(3) 10000 GENERAL FUNDING 29 4 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 10 94537 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FINAL VERSION OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR RECEIPT PRIOR TO FILING. THE FINAL VERSION OF THE FORM 990 IS REVIEWED BY THE TREASURER AND EXECUTIVE DIRECTOR PRIOR TO SIGNING AND FILING THE RETURN. EVEN THOUGH THERE IS NO OFFICIAL REVIEW CONDUCTED BY THE FULL BOARD OF DIRECTORS, AN OPPORTUNITY FOR DISCUSSION IS MADE AVAILABLE TO THE BOARD AT THE FIRST MEETING FOLLOWING THE FILING OF THE FORM 990. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET APPRECIATION IN FAIR VALUE OF INVESTMENTS 771,574.