UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC (EIN 84-6044833)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-01
- IRS object ID
- 201320609349300707
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-01T10:01:20-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461497033 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846044833 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9703512034 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JUDY FARR CENTER 1620 RESERVOIR | AddressLine1 |
| Address Line2 | ROAD | AddressLine2 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80631 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA EVANS | Name |
| Title | PRESIDENT | Title |
| Phone | 9703512034 | Phone |
| Date Signed | 2013-02-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG R CHOUN | Name |
| PTIN | P00173718 | PTIN |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA EVANS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 RESERVOIR ROAD | AddressLine1 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 88789708 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNCFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE UNIVERSITY OF NORTHERN COLORADO. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | -62956 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -118617 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4943677 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4866253 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2156130 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7295039 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4715765 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 622806 | OtherRevenuePriorYear |
| Other Revenue Current Year | 534172 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15017652 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10116190 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6932545 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9357324 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 482452 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 648769 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1558018 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4769332 | OtherExpensePriorYear |
| Other Expenses Current Year | 2107118 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12184329 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12113211 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2833323 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1997021 | RevenuesLessExpensesCY |
| Total Assets BOY | 120706625 | TotalAssetsBOY |
| Total Assets EOY | 95406628 | TotalAssetsEOY |
| Total Liabilities BOY | 26160567 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2126516 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 94546058 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 93280112 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS, FACULTY AND ADMINISTRATION OF THE UNIVERSITY OF NORTHERN COLORADO BY PRUDENT INVESTMENT AND MANAGEMENT OF ASSETS GIVEN TO THE FOUNDATION FOR THE UNIVERSITY'S BENEFIT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 9357324 | Expense |
| Grants | 9357324 | Grants |
| Description | THE FOUNDATION TRANSFERRED APPROXIMATELY $9,000,000 TO UNC DURING THE YEAR. MANY STUDENTS WHO COULD NOT AFFORD COLLEGE WERE OTHERWISE ABLE TO ATTEND BECAUSE OF THE $3,400,000 IN SCHOLARSHIP SUPPORT GIVEN TO UNC BY THE FOUNDATION. THE REMAINING $6,000,000 WENT TO PROGRAMS THAT PROVIDE RESEARCH, INNOVATION, TECHNOLOGY, AND OTHER SUPPORT THAT ADVANCE THE QUALITY OF EDUCATION AT UNC. | Description |
| Total Program Service Expense | 9357324 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENEVE MONNES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9703512034 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 RESERVOIR ROAD | AddressLine1 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TERRI RUNYAN | ||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN SCHMIDT | ||||||
| BOARD VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| CHERYL WENZINGER | ||||||
| BOARD TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| STEPHEN SHAPIRO | ||||||
| BOARD SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| CURT WYENO | ||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEVIN AHERN | ||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK O'CONNOR | ||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CYNTHIA EVANS - SEE SCH O | ||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM BRADLEY | ||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RANDY WATKINS | ||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CYNTHIA EVANS - SEE SCH O | ||||||
| PRESIDENT | 40.00 | X | 10626 | 0 | 0 | |
| POLLY KURTZ RESIGNED 113011 | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 106622 | 0 | 9280 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 117248 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 9280 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNIVERSITY OF NORTHERN COLORADO | |||||
| 501 20TH STREET | GREELEY | CO | 80639 | DEVELOPMENT & ALUMNI SERVICES | 1440982 |
| DENVER INVESTMENT ADVISORS LLC | |||||
| 1225 17TH STREET 26TH FLOOR | DENVER | CO | 80202 | INVESTMENT ADVISORY | 127705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 4866253 | AllOtherContributions |
| Noncash Contributions | 71870 | NoncashContributions |
| Total Contributions | 4866253 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2738983 | TotalRevenueColumn |
| Exclusion | $2,738,983 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42385 | TotalRevenueColumn |
| Exclusion | $42,385 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 80650300 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 78673518 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1976782 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1976782 | TotalRevenueColumn |
| Exclusion | $1,976,782 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER INCOME | 611710 | 554743 | 554743 | |
| UBI FROM PARTNERSHIPS | 611710 | -62956 | -62956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 491787 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10116190 | TotalRevenueColumn |
| Related Or Exempt Function Income | 554743 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -62956 | UnrelatedBusinessRevenue |
| Exclusion | $4,758,150 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9357324 | Total |
| Program Services | 9357324 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117123 | Total |
| Management And General | 117123 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387927 | Total |
| Management And General | 330998 | ManagementAndGeneral |
| Fundraising | 56929 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36885 | Total |
| Management And General | 32010 | ManagementAndGeneral |
| Fundraising | 4875 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70081 | Total |
| Management And General | 51790 | ManagementAndGeneral |
| Fundraising | 18291 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36753 | Total |
| Management And General | 32875 | ManagementAndGeneral |
| Fundraising | 3878 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8066 | Total |
| Management And General | 8066 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28811 | Total |
| Management And General | 28811 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393082 | Total |
| Management And General | 393082 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2369 | Total |
| Management And General | 2369 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57703 | Total |
| Management And General | 57703 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53803 | Total |
| Management And General | 20740 | ManagementAndGeneral |
| Fundraising | 33063 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28528 | Total |
| Management And General | 28528 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2419 | Total |
| Management And General | 2419 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8773 | Total |
| Management And General | 8773 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39531 | Total |
| Management And General | 39531 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11840 | Total |
| Management And General | 11840 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DEVELOPMENT & ALUMNI SE | 1440982 | 1440982 | |
| EQUIPMENT & FURNISHINGS | 23016 | 23016 | |
| DUES AND MEMBERSHIPS | 2962 | 2962 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5233 | Total |
| Management And General | 5233 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12113211 | Total |
| Program Services | 9357324 | ProgramServices |
| Management And General | 1197869 | ManagementAndGeneral |
| Fundraising | 1558018 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98716 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3282037 | BOY |
| EOY | 2580491 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1105360 | BOY |
| EOY | 905623 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292248 | BOY |
| EOY | 268777 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38871 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29243 | BOY |
| EOY | 20960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1448239 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 376648 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14130441 | BOY |
| EOY | 1071591 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74567389 | BOY |
| EOY | 67798525 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21314356 | BOY |
| EOY | 22672184 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1077416 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4770548 | BOY |
| EOY | 88477 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120706625 | BOY |
| EOY | 95406628 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1919210 | BOY |
| EOY | 1282436 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138952 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22749016 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 685955 | BOY |
| EOY | 674576 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 667434 | BOY |
| EOY | 169504 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26160567 | BOY |
| EOY | 2126516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14656187 | BOY |
| EOY | 13901486 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14716144 | BOY |
| EOY | 15643931 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65173727 | BOY |
| EOY | 63734695 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94546058 | BOY |
| EOY | 93280112 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120706625 | BOY |
| EOY | 95406628 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1997021 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 731075 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4567732 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4550243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4194533 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4943677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4866253 | CurrentTaxYear |
| Total | 23122438 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4567732 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4550243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4194533 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4943677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4866253 | CurrentTaxYear |
| Total | 23122438 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1219030 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21903408 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3534856 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2580117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2777683 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3051543 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2781368 | CurrentTaxYear |
| Total | 14725567 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1059552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1077062 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1302628 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 489106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 554743 | CurrentTaxYear |
| Total | 4483091 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42331096 | TotalSupport |
| Public Support Pertcentage170 | 0.51740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52730 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 76493435 | BeginningOfYearBalance |
| Contributions | 858395 | Contributions |
| Investment Earnings Or Losses | -415278 | InvestmentEarningsOrLosses |
| Other Expenditures | 5438116 | OtherExpenditures |
| End Of Year Balance | 71498436 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66142891 | BeginningOfYearBalance |
| Contributions | 2382883 | Contributions |
| Investment Earnings Or Losses | 11890480 | InvestmentEarningsOrLosses |
| Other Expenditures | 3922819 | OtherExpenditures |
| End Of Year Balance | 76493435 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61689746 | BeginningOfYearBalance |
| Contributions | 886076 | Contributions |
| Investment Earnings Or Losses | 6135528 | InvestmentEarningsOrLosses |
| Other Expenditures | 2568459 | OtherExpenditures |
| End Of Year Balance | 66142891 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80591505 | BeginningOfYearBalance |
| Contributions | 1335026 | Contributions |
| Investment Earnings Or Losses | -17084081 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3152039 | GrantsOrScholarships |
| Other Expenditures | 665 | OtherExpenditures |
| End Of Year Balance | 61689746 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04570 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.88360 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07070 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1228500 | OtherCostOrOtherBasis |
| Depreciation | 219860 | Depreciation |
| Book Value | 1008640 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 219739 | OtherCostOrOtherBasis |
| Depreciation | 156788 | Depreciation |
| Book Value | 62951 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1071591 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 8389762 | F |
| PRIVATE EQUITY | 4268870 | F |
| REAL ESTATE | 3641848 | F |
| TRUSTS | 3706112 | F |
| OTHER INVESTMENTS | 1665592 | F |
| LIMITED PARTNERSHIP | 1000000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22672184 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OBLIGATIONS UNDER GIFT ANNUITY | Description |
| Amount | $169,504 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 169504 | TotalOfAmounts |
| Total Revenue | 10116190 | TotalRevenue |
| Total Expenses | 12113211 | TotalExpenses |
| Excess Or Deficit For Year | -1997021 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3193942 | NetUnrealizedGLOnInvestments |
| Other | -$75,486 | OtherAmount |
| Total Adjustments | -3269428 | TotalAdjustments |
| Excess Or Deficit Per FS | -5266449 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6662424 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3193942 | NetUnrealizedGainsInvestments |
| Other Revenues | -8917 | OtherRevenues |
| Revenue Not Rptd F990 | -3202859 | RevenueNotRptdF990 |
| Revenue Subtotal | 9865283 | RevenueSubtotal |
| Investment Expenses Not Included | 313863 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -62956 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 250907 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10116190 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11928873 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 129525 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 129525 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11799348 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 313863 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 313863 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12113211 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE FOUNDATION MANAGES FUNDS HELD ON BEHALF OF THE UNIVERSITY OF NORTHERN COLORADO. | |
| UBTI INCOME 62,956. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -8,917. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -129,525. TOTAL TO SCHEDULE D, PART XI, LINE 8: -75,486. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -8,917. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| UBTI INCOME -62,956. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 129,525. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INTENDED USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 ENDOWMENTS ARE INTENDED TO PROVIDE FUNDING FOR SCHOLARSHIPS AND PROGRAM SUPPORT INCLUDING, BUT NOT LIMITED TO, SUPPLEMENTAL SALARY SUPPORT FOR FACULTY, RESEARCH, LIBRARIES, AND ACADEMIC AFFAIRS. | ||
| FIN 48 DISCLOSURE SCHEDULE D, PART X, LINE 2 THE FOUNDATION IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A PUBLIC CHARITY UNDER SECTION 509(A)(1). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THESE FINANCIAL STATEMENTS. INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THE ENTITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. DURING FISCAL YEARS 2012 AND 2011, THE UNRELATED BUSINESS INCOME TAX LIABILITY WAS IMMATERIAL. THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2012. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED IN MANAGEMENT AND GENERAL EXPENSES. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2012. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2009 THROUGH 2012 FOR THE FEDERAL RETURN AND 2008 THROUGH 2012 FOR THE COLORADO RETURN. | ||
| ASSETS HELD FOR OTHERS PART IV, LINE 2B THE FOUNDATION MANAGES FUNDS HELD ON BEHALF OF THE UNIVERSITY OF NORTHERN COLORADO. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN COLORADO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 20TH STREET | AddressLine1 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80639 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 846000546 | EINOfRecipient |
| IRC Section | 115 | IRCSection |
| Amount Of Cash Grant | 9310840 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 46484 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | MISC. | DescriptionOfNonCashAssistance |
| Purpose Of Grant | TO PROMOTE THE GENERAL WELFARE, DEVELOPMENT, GROWTH AND WELL-BEING OF THE UNIVERSITY OF NORTHERN COLORADO | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS A SCHOLARSHIP COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING AND ADMINISTERING THE ORGANIZATION'S SCHOLARSHIP PROGRAMS. | Explanation |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 99 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | $1 EACH | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25385 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MUSICAL INSTRUMENTS | 1 | 1000 | FMV |
| X | FUNDRAISING ITEMS | 157 | 36736 | FMV |
| X | SUPPLIES FOR SPORTS TEAMS | 4 | 8650 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | ONE DONOR AND ONE SET OF ITEMS ON ONE GIFT DATE = ONE CONTRIBUTION | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | ON JULY 1, 2011, THE FOUNDATION TRANSFERRED ITS INTEREST IN THE UNIVERSITY OF NORTHERN COLORADO FOUNDATION STUDENT HOUSING LLC TO THE UNIVERSITY FOR CONSIDERATION OF $10. |
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGES TO THE FOUNDATION'S BYLAWS EFFECTIVE 5/4/12 INCLUDE MAKING THE PRESIDENT A NON-VOTING, EX-OFFICIO BOARD MEMBER AND CHANGING LOGISTICS ABOUT ELECTIONS AND TERMS TO ALLOW FOR CONSISTENCY OF BEGINNING AND ENDING DATES OF DIRECTOR AND COMMITTEE TERMS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION OUTSOURCES THE PREPARATION OF THE 990 AND 990T TO A CPA FIRM. THE COMPLETED FORMS ARE REVIEWED BY MANAGEMENT AND THE AUDIT AND FINANCE COMMITTEE WITH THE CPA FIRM PRIOR TO FILING. THE FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REQUIRES ALL INTERESTED PERSONS SUCH AS DIRECTORS, OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST TO SIGN A CONFLICT OF INTEREST POLICY EVERY YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS DID A COMPENSATION REVIEW FOR THE PRESIDENT POSITION IN FEBRUARY 2012 COMPARING TO OTHER LIKE-SIZED INSTITUTIONALLY RELATED FOUNDATIONS AND THE COLORADO NON-PROFIT SALARY SURVEY. DELIBERATION AND DECISION FOR DETERMINING COMPENSATION IS DOCUMENTED IN THE RECORDS OF THE FOUNDATION. THE FOUNDATION DID NOT HAVE ANY OTHER KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE AND UPON REQUEST. THE FOUNDATION DOES NOT POST ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ON ITS OWN WEBSITE, BUT WILL MAKE THEM AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII, SECTION A, LINE 1A | CYNTHIA EVANS SERVED ON THE BOARD FROM JULY 1, 2011 UNTIL NOVEMBER 10, 2011. ON NOVEMBER 11, 2011, THE BOARD CHOSE HER AS INTERIM EXECUTIVE DIRECTOR OF THE FOUNDATION, AT THE TIME A NON-BOARD MEMBER POSITION. ON FEBRUARY 10, 2012 THE BOARD HIRED HER FOR THE RE-TITLED PRESIDENT POSITION. THE BYLAWS WERE CHANGED MAY 4, 2012, AT WHICH TIME THE PRESIDENT WAS ADDED AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,193,942. UBTI INCOME 62,956. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -8,917. TRANSFER UNCF STUDENT HOUSING NET ASSETS TO UNC 4,000,503. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -129,525. TOTAL TO FORM 990, PART XI, LINE 5: 731,075. |
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