2013-01-15T13:50:13-06:00 2012-08-31 410746749 CLIFTONLARSONALLEN LLP 1715 NORTH WESTSHORE BLVD SUITE 950 TAMPA FL 33607 990 2011-09-01 651172979 THE IRONMAN FOUNDATION INC IRON 8138685940 2701 N ROCKY POINT DRIVE NO 1250 TAMPA FL 33607 DAVID DESCHENES 8138685940 2013-01-15 1 MARK JOYCE P00483006 8133842700 2013-01-15 2011 2016-03-07 17:11:31Z DAVID DESCHENES 2701 N ROCKY POINT DRIVE NO 1250 TAMPA FL 33607 2060819 0 X N/A X 2003 FL TO LEAVE IRONMAN'S LEGACY THROUGH PHILANTHROPY, VOLUNTEERISM AND GRANT MAKING; BY SUPPORTING VARIOUS ATHLETIC, COMMUNITY, EDUCATION, HEALTH, HUMAN SERVICES AND PUBLIC BENEFIT NON-PROFIT ORGANIZATIONS AROUND THE WORLD. 4 1 1 104 0 0 2633783 1905781 0 0 14341 118948 0 32340 2648124 2057069 1115353 1092514 0 0 60396 114600 0 0 0 147376 188270 1323125 1395384 1324999 661685 2912598 4352671 158827 491887 2753771 3860784 TO LEAVE IRONMAN'S LEGACY THROUGH PHILANTHROPY, VOLUNTEERISM AND GRANT MAKING; BY SUPPORTING VARIOUS ATHLETIC, COMMUNITY, EDUCATION, HEALTH, HUMAN SERVICES AND PUBLIC BENEFIT NON-PROFIT ORGANIZATIONS AROUND THE WORLD. 0 0 1092514 1092514 0 GRANT PROGRAMS THROUGH VARIOUS FUNDING OPPORTUNITIES TO NON-PROFIT ORGANIZATIONS WHERE IRONMAN EVENTS ARE HELD, PROVIDE CHARITY PARTNERS THE OPPORTUNITY TO PARTICIPATE IN THE IRONMAN US CHAMPIONSHIP EVENT, CHARITABLE ENTRIES TO THE IRONMAN WORLD CHAMPIONSHIP EVENT, IRONMAN, KONA, AND OPPORTUNITIES FOR ATHLETES AND FAMILIES TO CREATE A SIGN OF SUPPORT FOR THEIR PARTICIPATING ATHLETES. 1092514 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 X 4 1 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 FL X X DAVID DESCHENES 8138685940 2701 N ROCKY POINT DRIVE NO 1250 TAMPA FL 33607 BEN FERTIC 1.00 X X 0 0 0 DIANA BERTSCH 1.00 X X 0 0 0 JESSE DUBEY 1.00 X 0 0 0 ALEX EVANS 1.00 X 0 0 0 KEVIN SULLIVAN 1.00 X 0 0 0 DAVE DESCHENES 60.00 X X 95000 0 13986 95000 0 13986 0 0 0 0 0 209305 1696476 1905781 117105 117105 1843 0 1843 1843 1843 4500 209305 3750 750 750 ADMIN FEE 900099 31590 31590 31590 2057069 0 0 151288 1092514 1092514 108986 108986 5614 5614 66811 66811 34440 34440 25354 25354 9421 9421 4500 4500 22287 22287 13743 13743 1535 1535 WTC EXPENSE ALLOCATION 6263 6263 MISCELLANEOUS EXPENSES 3916 3916 1395384 1092514 302870 0 42586 556949 42375 13743 42375 28632 1039507 869247 1788130 2897843 2912598 4352671 158827 491887 158827 491887 X 0 0 0 0 2753771 3860784 2753771 3860784 2912598 4352671 X 661685 445328 X 1 0 0 X 0 X 388808 1419690 1494538 2633783 1905781 7842600 388808 1419690 1494538 2633783 1905781 7842600 7842600 41397 46142 36382 14341 117105 255367 2750 2200 1650 115461 122061 8220028 0.95410 0.97030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRISING MISCELLANEOUS ADMIN FEES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42375 13743 28632 28632 UNDEPOSITED FUNDS 3038 DUE FROM WORLD TRIATHLON CORPORATION 2860321 DUE FROM BLACKBAUD 34484 2897843 CUSTODIAN FUNDS 470311 SOFTWARE PAYABLE 21576 491887 EBAY CHARITABLE AUCTION 213805 209305 4500 3750 213805 209305 4500 3750 3750 750 1 AMERICAN LEGION AUXILLIARY UNIT 181 6304 STATE ROAD 92 PO BOX 475 LAKE STEVENS WA 98258 452846654 501(C)(3) 14500 GENERAL OPERATING SUPPORT AMERICAN LEGION POST 181 6304 STATE ROAD 92 PO BOX 475 LAKE STEVENS WA 98258 452846654 501(C)(3) 9965 GENERAL OPERATING SUPPORT AMERICAN LEGION POST 88 1650 W AUNTBINGER ROAD PO BOX 88 SELAH WA 98942 020435108 501(C)(3) 5300 GENERAL OPERATING SUPPORT BOY SCOUT TROOP 88 1325 WEST WALNUT HILL LANE IRVING TX 75063 221576300 501(C)(3) 5000 GENERAL OPERATING SUPPORT BOY SCOUT TROOP 491 1325 WEST WALNUT HILL LANE IRVING TX 75063 221576300 501(C)(3) 5000 GENERAL OPERATING SUPPORT BOY SCOUT TROOP 84 1325 WEST WALNUT HILL LANE IRVING TX 75063 221576300 501(C)(3) 5000 GENERAL OPERATING SUPPORT CITY OF COEUR D'ALENE 710 E MILLIN AVE COEUR DALENE ID 83814 826000176 501(C)(3) 15000 GENERAL OPERATING SUPPORT CNY TRIATHLON PO BOX 434 DEWITT NY 13214 470854264 501(C)(3) 5700 GENERAL OPERATING SUPPORT CROUSE HEALTH FOUNDATION 736 IRVING AVENUE SYRACUSE NY 13210 161035427 501(C)(3) 6200 GENERAL OPERATING SUPPORT DANCING DREAMS 23-91 BELL BLVD LL2C BAYSIDE NY 11360 260797411 501(C)(3) 10000 GENERAL OPERATING SUPPORT EDUCATION FOR TOMORROW ALLIANCE 3200 COLLEGE PARK DRIVE SUITE E205 THE WOODLANDS TX 77384 760445272 501(C)(3) 12250 GENERAL OPERATING SUPPORT INTERFAITH OF THE WOODLANDS 4242 INTERFAITH WAY THE WOODLANDS TX 77381 741804123 501(C)(3) 10000 GENERAL OPERATING SUPPORT LACONIA SCHOOL DISTRICT PO BOX 309 39 HARVARD STREET LACONIA NH 32446 026000455 501(C)(3) 5350 GENERAL OPERATING SUPPORT LAKE CITY HIGH SCHOOL 6101 NORTH RAMSEY ROAD COEUR DALENE ID 83815 826000811 501(C)(3) 6150 GENERAL OPERATING SUPPORT LAKE PLACID POLICE PBA 2693 MIRROR LAKE DRIVE LAKE PLACID NY 12946 146022543 501(C)(3) 6000 GENERAL OPERATING SUPPORT LAKE PLACID VOLUNTEER FIRE DEPARTMENT 456 OLD MILITARY RD LAKE PLACID NY 12946 141551825 501(C)(3) 5000 GENERAL OPERATING SUPPORT MADISON AREA SPORTS COMMISSION 615 E WASHINGTON AVE MADISON WI 53716 272207568 501(C)(3) 40000 GENERAL OPERATING SUPPORT MANOR INDEPENDENT SCHOOL DISTRICT 10335 US HWY 290E MANOR TX 78653 746003097 501(C)(3) 5250 GENERAL OPERATING SUPPORT MONTGOMERY COUNTY YOUTH SERVICES 105 WEST LEWIS STREET CONROE TX 77301 742035878 501(C)(3) 11750 GENERAL OPERATING SUPPORT OLDHAM COUNTY FISCAL COURT 100 WEST JEFFERSON STREET SUITE 4 LAGRANGE KY 40031 616013124 501(C)(3) 10000 GENERAL OPERATING SUPPORT PALISADES INTERSTATE PARK COMMISSION PO BOX 155 ALPINE NJ 07620 131941505 501(C)(3) 40000 GENERAL OPERATING SUPPORT POST FALLS SCHOOL DISTRICT 206 WEST MULLAN AVE POST FALLS ID 83854 826000813 501(C)(3) 5000 GENERAL OPERATING SUPPORT RHODE ISLAND DISASTER MEDICAL ASSISTANCE 50 BARNETT LANE WEST GREENWICH RI 02817 050507364 501(C)(3) 12500 GENERAL OPERATING SUPPORT SAND HALLOW STATE PARK 3351 SOUTH SAND HALLOW RD HURRICANE UT 84737 876000545 501(C)(3) 30000 GENERAL OPERATING SUPPORT SHAKER REGIONAL SCHOOL DISTRICT 58 SCHOOL STREET BELMONT NH 03220 020301653 501(C)(3) 8100 GENERAL OPERATING SUPPORT SRPMIC CHILDREN'S FUND 10005 EAST OSBORN RD SCOTTSDALE AZ 85256 861430787 501(C)(3) 20000 GENERAL OPERATING SUPPORT SYRACUSE UNIVERSITY 400 OSTROM AVE SYRACUSE NY 13210 150532081 501(C)(3) 7250 GENERAL OPERATING SUPPORT TEMPE POLICE FOUNDATION PO BOX 27661 TEMPE AZ 85283 263670930 501(C)(3) 10000 GENERAL OPERATING SUPPORT THE CENTER FOR THE PERFORMING ARTS 2005 LAKE ROBBINS DRIVE THE WOODLANDS TX 77380 760276606 501(C)(3) 5000 GENERAL OPERATING SUPPORT TOWN OF JAY PO BOX 730 AU SABLE FORKS NY 12912 146002254 501(C)(3) 9370 GENERAL OPERATING SUPPORT TOWN OF KEENE PO BOX 89 KEENE NY 12942 161535724 501(C)(3) 9370 GENERAL OPERATING SUPPORT UIHLEIN IRONMAN SPORTS FUND POB 288 LAKE PLACID NY 12946 161535724 501(C)(3) 5000 GENERAL OPERATING SUPPORT WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 202370934 501(C)(3) 7500 GENERAL OPERATING SUPPORT LOUISVILLE SPORTS COMMISSION 401 WEST MAIN STREET SUITE 2300 LOUISVILLE KY 40202 611365860 501(C)(3) 10000 GENERAL OPERATING SUPPORT ORDINARY SAINTS PO BOX 591243 HOUSTON TX 77259 760619190 501(C)(3) 12000 GENERAL OPERATING SUPPORT SALVATION ARMY-KROC CENTER 1765 WEST GOLF COURSE ROAD COEUR DALENE ID 83815 135562351 501(C)(3) 10000 GENERAL OPERATING SUPPORT 37 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE BOARD MEMBERS MONITOR THE USE OF GRANT FUNDS THROUGH DIRECT CONTACT WITH THE ORGANIZATIONS WHO RECEIVE THE GRANTS. 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION UTILIZES A THIRD-PARTY FOR THE LIQUIDATION OF MARKETABLE SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 BEN FERTIC AND DIANA BERTSCH - BUSINESS RELATIONSHIP BEN FERTIC AND JESSE DUBEY - BUSINESS RELATIONSHIP BEN FERTIC AND ALEXANDER EVANS - BUSINESS RELATIONSHIP DIANA BERTSCH AND JESSE DUBEY - BUSINESS RELATIONSHIP DIANA BERTSCH AND ALEXANDER EVANS - BUSINESS RELATIONSHIP JESSE DUBEY AND ALEXANDER EVANS - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THE BOARD SHALL CONSIST OF A MINIMUM OF THREE (3) VOTING DIRECTORS AND A MAXIMUM OF NINE (9) VOTING DIRECTORS. QUORUM AND VOTING. THE PRESENCE OF A MAJORITY OF ALL VOTING DIRECTORS SHALL BE NECESSARY AT ANY MEETING TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. IN ADDITION TO THOSE VOTING DIRECTORS WHO ARE ACTUALLY PRESENT AT A MEETING, DIRECTORS SHALL FOR PURPOSES OF THESE BYLAWS BE DEEMED PRESENT AT SUCH MEETINGS IF A CONFERENCE TELEPHONE OR SIMILAR COMMUNICATION EQUIPMENT (INCLUDING VIDEO CONFERENCE) IS USED, BY MEANS OF WHICH ALL PERSONS PARTICIPATING IN THE MEETING CAN HEAR EACH OTHER. THE ACT OF A MAJORITY OF THE VOTING DIRECTORS PRESENT AT A MEETING WHERE A QUORUM IS PRESENT SHALL BE THE ACT OF THE BOARD. EACH VOTING DIRECTOR WHO IS PRESENT AT A MEETING WILL BE CONCLUSIVELY PRESUMED TO HAVE ASSENTED TO THE ACTION TAKEN AT SUCH A MEETING UNLESS HIS/HER DISSENT IS RECORDED ON THE MINUTES OF THE MEETING. IF LESS THAN A QUORUM IS PRESENT AT ANY MEETING, THE VOTING DIRECTORS PRESENT, OR A MAJORITY OF THEM, MAY ADJOURN THE MEETING TO ANOTHER TIME AND PLACE. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD MEMBERS WILL CONDUCT THE REVIEW OF THE RETURN BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY ALL MEMBERS OF THE BOARD OF DIRECTORS DURING ITS ANNUAL MEETING. ALL MEMBERS ARE REUQIRED TO DISCLOSE ANY RELATIONSHIPS WHICH MAY GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THIS PROCESS TOOK PLACE IN 2012 FOR THE EXECUTIVE DIRECTOR, DAVID DESCHENES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONLIFCT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 36,163. PRIOR PERIOD ADJUSTMENTS: 409,165. TOTAL TO FORM 990, PART XI, LINE 5: 445,328.