EXECUTIVE DIRECTOR

2013-02-13T11:41:23-06:00 2012-06-30 411944416 MCGLADREY LLP 125 S DUBUQUE ST IOWA CITY IA 522404077 990 2011-07-01 421508117 COMMUNITY FOUNDATION OF JOHNSON COUNTY COMM 3193370483 325 E WASHINGTON STREET IOWA CITY IA 52240 MICHAEL STOFFREGEN EXECUTIVE DIRECTOR 3193370483 2013-02-12 1 MADELINE WINDAUER P00094137 3193541500 2011 2016-03-07 17:11:31Z MICHAEL STOFFREGEN 325 E WASHINGTON STREET IOWA CITY IA 52240 2594921 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 1 0 0 0 2480478 1935168 375 0 131863 212130 0 0 2612716 2147298 652318 1312376 0 0 54790 70754 0 0 47547 247340 243389 954448 1626519 1658268 520779 8400348 8870600 709 1611 8399639 8868989 TO SERVE THE PEOPLE OF JOHNSON COUNTY BY BUILDING AN ENDOWMENT FOR THE GREATER COMMUNITY GOOD. 0 0 1452767 1312376 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. 1452767 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 0 0 0 0 0 0 0 0 0 0 1 4 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 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 CASEY COOK DIRECTOR 2.00 X 0 0 0 ROSS DEVALOIS DIRECTOR 2.00 X 0 0 0 MAGGIE ELLIOTT DIRECTOR 2.00 X 0 0 0 BILL FURLONG 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 DIRECTOR 2.00 X 0 0 0 SARAH MAIERS DIRECTOR 2.00 X 0 0 0 DEAN PRICE TREASURER 2.00 X X 0 0 0 CHRISTINE SCHEETZ DIRECTOR 2.00 X 0 0 0 JOHN SCHNEIDER DIRECTOR 2.00 X 0 0 0 CHUCK SKAUGSTAD JR DIRECTOR 2.00 X 0 0 0 KRISTIN SUMMERWILL VICE PRESIDENT 2.00 X X 0 0 0 GREG TURNER DIRECTOR 2.00 X 0 0 0 JOE WEGMAN DIRECTOR 2.00 X 0 0 0 MARY WESTBROOK PRESIDENT 2.00 X X 0 0 0 NANCY WILLIAMS DIRECTOR 2.00 X 0 0 0 MICHAEL L STOFFREGEN EXECUTIVE DIRECTOR 30.00 X 44801 0 9435 44801 0 9435 0 0 0 0 0 18992 1916176 15166 1935168 170650 170650 453566 412086 41480 41480 41480 35537 18992 35537 0 2147298 0 0 212130 1312376 1312376 54236 43389 10847 11789 9431 2358 4729 3783 946 1710 1710 17994 17994 35671 35671 2783 2783 27898 27898 14113 11290 2823 12692 10154 2538 6185 6185 5802 5802 385 385 2269 2269 DONOR SUPPORT FEE 104720 104720 TELEPHONE 683 546 137 MEMBERSHIP FEES 643 643 9841 9841 1626519 1452767 126205 47547 1571763 565308 200000 200000 3597 3586 396 11 6599775 8065735 28414 39546 8400348 8870600 709 1611 709 1611 X 752464 608791 7647175 8260198 8399639 8868989 8400348 8870600 X 520779 -51429 X 0 1 1 X 0 X 1081734 3094976 1260725 2480478 1938168 9856081 1081734 3094976 1260725 2480478 1938168 9856081 973262 8882819 148875 101360 102839 115359 170650 639083 536 8817 9353 10504517 4428 0.84560 0.93880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129 2 1107022 704434 210201 1102175 8260198 608791 1 1 8400348 1935168 160701 1312376 139489 173752 8870600 5698227 2480478 1175787 713468 106161 134515 8400348 4684701 1260725 489519 538382 79147 119189 5698227 3556627 3094976 -620168 1155746 58441 132547 4684701 0.01000 0.99000 0 0 3597 3586 11 11 BONDS AND FIXED INCOME FUNDS 2555420 F EQUITITES AND EQUITY FUNDS 5510315 F 8065735 PAYROLL LIABILITIES 1611 1611 2147298 1626519 520779 -51429 -51429 469350 2095869 -51429 -51429 2147298 0 2147298 1626519 0 1626519 0 1626519 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012 AND 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS -51,429. GOLF TOURNAMENT 54529 18992 35537 35537 54529 18992 35537 35537 35537 0 1 CHILDREN'S CENTER CHARITIES 1552 MALL DRIVE IOWA CITY IA 52240 300478917 501(C)(3) 95000 0 N/A N/A YOUTH PROGRAMS FRIENDS OF THE CENTER 28 LINN STREET IOWA CITY IA 52240 201219019 501(C)(3) 45132 0 N/A N/A HEALTH AND HUMAN SERVICES GIRLS INC OF SIOUX CITY PO BOX 3380 SIOUX CITY IA 51102 421272032 501(C)(3) 25000 0 N/A N/A YOUTH PROGRAMS HOLY TRINITY LUTHERAN CHURCH 650 WEST 240TH STREET NE NORTH LIBERTY IA 52317 753249981 501(C)(3) 10000 0 N/A N/A GENERAL FUNDING IOWA CITY CORALVILLE CONVENTION BUREAU 900 FIRST AVENUE CORALVILLE IA 52241 421203842 501(C)(6) 28023 0 N/A N/A COMMUNITY DEVELOPMENT SCHEELS FOUNDATION 4550 15TH AVENUE SOUTH FARGO ND 58103 450306649 501(C)(3) 30000 0 N/A N/A COMMUNITY DEVELOPMENT SHELTER HOUSE INC PO BOX 3146 IOWA CITY IA 52244 421231451 501(C)(3) 49535 0 N/A N/A HEALTH AND HUMAN SERVICES SOLON DOLLARS FOR SCHOLARS PO BOX 551 SOLON IA 52333 411726442 501(C)(3) 8906 0 N/A N/A EDUCATION TABLE TO TABLE FOOD DISTRIBUTION NETWORK 20EAST MARKET STREET IOWA CITY IA 52246 421457219 501(C)(3) 12500 0 N/A N/A HEALTH AND HUMAN SERVICES ZION LUTHERAN CHURCH 310 N JOHNSON STREET IOWA CITY IA 52245 421010633 501(C)(3) 50000 0 N/A N/A GENERAL FUNDING CORALVILLE CENTER FOR THE PERFORMING ARTS 1301 5TH STREET CORALVILLE IA 52241 426004814 501(C)(3) 746592 0 N/A N/A GENERAL FUNDING NEWMAN CATHOLIC STUDENT CENTER 104 JEFFERSON STREET IOWA CITY IA 52245 420957121 501(C)(3) 6000 0 N/A N/A GENERAL FUNDING UNIVERSITY OF OREGON FOUNDATION 1720 E 13TH AVENUE SUITE 410 EUGENE OR 974031905 936015767 501(C)(3) 8500 0 N/A N/A EDUCATION IOWA CITY PUBLIC LIBRARY FRIENDS FOUNDATION 123 SOUTH LINN STREET IOWA CITY IA 52240 421181774 501(C)(3) 5466 0 N/A N/A GENERAL FUNDING WORKPLACE LEARNING CONNECTION 1030 FIFTH AVENUE SE SUITE 2700 CEDAR RAPIDS IA 52403 420924685 501(C)(3) 8347 0 N/A N/A GENERAL FUNDING IOWA CITY COMMUNITY SCHOOL DISTRICT 1725 N DODGE STREET IOWA CITY IA 52245 421177023 501(C)(3) 5500 0 N/A N/A GENERAL FUNDING JOHNSON COUNTY HERITAGE TRUST PO BOX 2523 IOWA CITY IA 522442523 421104058 501(C)(3) 14393 0 N/A N/A GENERAL FUNDING IOWA CITY HOSPICE 1025 WADE STREET IOWA CITY IA 52240 421154098 501(C)(3) 7608 0 N/A N/A HEALTH AND HUMAN SERVICES IOWA DONOR NETWORK 550 MADISON NORTH LIBERTY IA 52317 421414092 501(C)(3) 10000 0 N/A N/A GENERAL FUNDING ELDER SERVICES 1556 S FIRST AVENUE SUITE A IOWA CITY IA 52240 421146533 501(C)(3) 9500 0 N/A N/A HEALTH AND HUMAN SERVICES 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 COMLETE AND SUBMIT A GRANT REPORT FORM AT THE END OF THE ORGANIZATION'S FISCAL YEAR. 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 THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW AND SIGNATURE ACCEPTANCE. 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 UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS -51,429. TOTAL TO FORM 990, PART XI, LINE 5: -51,429.