UNIVERSITY OF NORTHERN IOWA FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTHERN IOWA FOUNDATION (EIN 42-6058591)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-10
- IRS object ID
- 201210709349300511
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-10T12:27:56-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY & PULLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426058591 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN IOWA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 3192736078 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 COMMONS UNI | AddressLine1 |
| City | CEDAR FALLS | City |
| State | IA | State |
| ZIP Code | 506140282 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTINE EVEN | Name |
| Title | TREASURER | Title |
| Phone | 3192736078 | Phone |
| Date Signed | 2012-03-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY HEGARTY | Name |
| Phone | 3192985333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM D CALHOUN JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 COMMONS UNI | AddressLine1 |
| City | CEDAR FALLS | City |
| State | IA | State |
| ZIP Code | 506140282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37086277 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNI-FOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OF NORTHERN IOWA FOUNDATION'S MISSION IS TO SUSTAIN, GROW AND PROMOTE THE UNIVERSITY OF NORTHERN IOWA BY SOLICITING AND MANAGING GIFTS TO SUPPORT THE UNIVERSITY'S EDUCATIONAL, RESEARCH AND SCIENTIFIC ACTIVITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | -26840 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -26840 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14024372 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20537667 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1519105 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4896860 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 100407 | OtherRevenuePriorYear |
| Other Revenue Current Year | -23852 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15643884 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25410675 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2288804 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3332048 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 302500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 334006 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1958894 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9336869 | OtherExpensePriorYear |
| Other Expenses Current Year | 7608907 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11928173 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11274961 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3715711 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14135714 | RevenuesLessExpensesCY |
| Total Assets BOY | 78146044 | TotalAssetsBOY |
| Total Assets EOY | 100561062 | TotalAssetsEOY |
| Total Liabilities BOY | 5361843 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4963042 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72784201 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 95598020 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF NORTHERN IOWA FOUNDATION IS A 501(C)(3) ORGANIZATION ESTABLISHED IN 1959 FOR THE SOLE BENEFIT OF THE UNIVERSITY OF NORTHERN IOWA. THE MISSION OF THE UNI FOUNDATION IS TO SUSTAIN, GROW AND PROMOTE THE UNIVERSITY OF NORTHERN IOWA TO BE THE NATION'S FINEST COMPREHENSIVE UNIVERSITY, KNOWN FOR HIGH QUALITY LEARNING ENVIRONMENTS AND A GENUINE SENSE OF COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3335348 | Expense |
| Grants | 3332048 | Grants |
| Description | SCHOLARSHIPS, PRIMARILY FOR THE BENEFIT OF STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3833991 | Expense |
| Description | DEPARTMENTAL SUPPORT FOR THE BENEFIT OF STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 281166 | Expense |
| Description | CAPITAL PROJECTS TO BENEFIT THE UNIVERSITY OF NORTHERN IOWA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7450505 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | KRISTINE J EVEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3192736078 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1223 WEST 22ND STREET | AddressLine1 |
| City | CEDAR FALLS | City |
| State | IA | State |
| ZIP Code | 506140239 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RICHARD REDFERN | ||||||
| CHAIR OF THE BOARD | 2.00 | X | X | 0 | 0 | 0 |
| ROSE LORENZ | ||||||
| 1ST VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| MICHAEL PETERSON | ||||||
| 2ND VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| BENJAMIN ALLEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CARL BOYD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOYCE CORNING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| EUGENE DIETZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REX ENO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| EDWARD GALLAGHER JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM HAGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DONNA HARMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JORDAN HEIDMANN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GUANG JIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID MASON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| J MICHAEL MCBRIDE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RUTH ANN MEYER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIM MUDD SR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID OMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK OMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAUL RHINES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REID RICHARDS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BEV RIESS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES SLIFE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVE TAKES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RUSS WASENDORF | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICK YOUNG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM D CALHOUN JR | ||||||
| PRESIDENT | 40.00 | X | 172689 | 0 | 33891 | |
| FRANK ESSER | ||||||
| VICE PRESIDENT | 40.00 | X | 107476 | 0 | 18257 | |
| NOREEN HERMANSEN | ||||||
| VICE PRESIDENT | 40.00 | X | 111702 | 0 | 18191 | |
| RUTH RATLIFF | ||||||
| VICE PRESIDENT | 30.00 | X | 68890 | 0 | 26772 | |
| KRISTINE EVEN | ||||||
| VP/TREASURER | 40.00 | X | 90097 | 0 | 25247 | |
| JEAN CARLISLE | ||||||
| VP/SECRETARY | 40.00 | X | 75086 | 0 | 25236 | |
| GARY SHONTZ | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 625940 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 147594 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RUFFALOCODY | |||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 52406 | FUNDRAISING | 311800 |
| MORGAN STANLEY SMITH BARNEY | |||||
| 4449 EASTON WAY STE 300 | COLUMBUS | OH | 43219 | INVESTMENT ADVISORS | 126177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 81976 | FundraisingEvents |
| All Other Contributions | 20455691 | AllOtherContributions |
| Noncash Contributions | 1322496 | NoncashContributions |
| Total Contributions | 20537667 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1586727 | TotalRevenueColumn |
| Exclusion | $1,586,727 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 193 | TotalRevenueColumn |
| Exclusion | $193 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8205 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2795 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2795 | TotalRevenueColumn |
| Exclusion | $2,795 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14945855 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11635722 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3310133 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3310133 | TotalRevenueColumn |
| Exclusion | $3,310,133 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 31675 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 81976 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31675 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP K-1S | Description |
| Business Code | 531120 | BusinessCode |
| Total Revenue Column | -26840 | TotalRevenueColumn |
| Unrelated Business Revenue | -26840 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -26840 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25410675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -26840 | UnrelatedBusinessRevenue |
| Exclusion | $4,899,848 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3332048 | Total |
| Program Services | 3332048 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11454 | Total |
| Program Services | 8447 | ProgramServices |
| Management And General | 3007 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Management And General | 45000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334006 | Total |
| Fundraising | 334006 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 998870 | Total |
| Management And General | 998870 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2827203 | Total |
| Program Services | 1125232 | ProgramServices |
| Management And General | 691654 | ManagementAndGeneral |
| Fundraising | 1010317 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11015 | Total |
| Program Services | 4515 | ProgramServices |
| Fundraising | 6500 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371648 | Total |
| Program Services | 153053 | ProgramServices |
| Management And General | 20713 | ManagementAndGeneral |
| Fundraising | 197882 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102783 | Total |
| Program Services | 95527 | ProgramServices |
| Management And General | 202 | ManagementAndGeneral |
| Fundraising | 7054 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70709 | Total |
| Program Services | 31322 | ProgramServices |
| Management And General | 18579 | ManagementAndGeneral |
| Fundraising | 20808 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482222 | Total |
| Program Services | 349439 | ProgramServices |
| Management And General | 1627 | ManagementAndGeneral |
| Fundraising | 131156 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90179 | Total |
| Program Services | 82930 | ProgramServices |
| Management And General | 60 | ManagementAndGeneral |
| Fundraising | 7189 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93151 | Total |
| Program Services | 93151 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71552 | Total |
| Program Services | 60756 | ProgramServices |
| Management And General | 9083 | ManagementAndGeneral |
| Fundraising | 1713 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BLDG & EQUIP MAINTENANC | 1413976 | 1353854 | 9563 | 50559 |
| MEALS & ENTERTAINMENT | 359855 | 183739 | 17901 | 158215 |
| ANNUITY/TRUST PMTS & AD | 281724 | 281724 | ||
| BAD DEBT EXPENSE | 189708 | 189708 | ||
| MISCELLANEOUS | 187858 | 105060 | 49303 | 33495 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11274961 | Total |
| Program Services | 7450505 | ProgramServices |
| Management And General | 1865562 | ManagementAndGeneral |
| Fundraising | 1958894 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80527 | BOY |
| EOY | 77599 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1955172 | BOY |
| EOY | 1133190 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8476225 | BOY |
| EOY | 7970819 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7137 | BOY |
| EOY | 13111 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6778 | BOY |
| EOY | 75454 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2133401 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1066719 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1159833 | BOY |
| EOY | 1066682 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35534563 | BOY |
| EOY | 53811542 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29322462 | BOY |
| EOY | 34686073 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1603347 | BOY |
| EOY | 1726592 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78146044 | BOY |
| EOY | 100561062 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381824 | BOY |
| EOY | 671438 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1503882 | BOY |
| EOY | 869383 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3476137 | BOY |
| EOY | 3422221 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5361843 | BOY |
| EOY | 4963042 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2703416 | BOY |
| EOY | 6533427 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27371648 | BOY |
| EOY | 33258299 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42709137 | BOY |
| EOY | 55806294 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72784201 | BOY |
| EOY | 95598020 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78146044 | BOY |
| EOY | 100561062 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14135714 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 8678105 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8478060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14294281 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8596853 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14024372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20537667 | CurrentTaxYear |
| Total | 65931233 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8478060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14294281 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8596853 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14024372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20537667 | CurrentTaxYear |
| Total | 65931233 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13495970 | AmountsSubstContributorsTotal |
| Public Support Total170 | 52435263 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1703310 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2023067 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2044463 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1371650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1570887 | CurrentTaxYear |
| Total | 8713377 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 14320 | CurrentTaxYearMinus2Years |
| Total | 14320 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 79834 | CurrentTaxYearMinus1Year |
| Total | 161092 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 74820022 | TotalSupport |
| Public Support Pertcentage170 | 0.70080 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80940 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43123573 | BeginningOfYearBalance |
| Contributions | 13083659 | Contributions |
| Investment Earnings Or Losses | 7796797 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1158311 | GrantsOrScholarships |
| Other Expenditures | 540146 | OtherExpenditures |
| Administrative Expenses | 1109383 | AdministrativeExpenses |
| End Of Year Balance | 61196189 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37112883 | BeginningOfYearBalance |
| Contributions | 3221186 | Contributions |
| Investment Earnings Or Losses | 4709176 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 311279 | GrantsOrScholarships |
| Other Expenditures | 560998 | OtherExpenditures |
| Administrative Expenses | 1047393 | AdministrativeExpenses |
| End Of Year Balance | 43123575 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46326871 | BeginningOfYearBalance |
| Contributions | 2768110 | Contributions |
| Investment Earnings Or Losses | -9344207 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1145628 | GrantsOrScholarships |
| Other Expenditures | 502391 | OtherExpenditures |
| Administrative Expenses | 989873 | AdministrativeExpenses |
| End Of Year Balance | 37112882 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.97500 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 39400 | InvestmentCostOrOtherBasis |
| Book Value | 39400 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 55384 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1820427 | OtherCostOrOtherBasis |
| Depreciation | 1066719 | Depreciation |
| Book Value | 809092 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 180546 | OtherCostOrOtherBasis |
| Book Value | 180546 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37644 | OtherCostOrOtherBasis |
| Book Value | 37644 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1066682 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OTHER INVESTMENTS | 130141 | F |
| INTEREST IN CRATS | 1227539 | F |
| INTEREST IN CRUTS | 2058397 | F |
| ALTERNATIVE INVESTMENTS | 31269996 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34686073 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,935,396 |
| ANNUITY TRUSTS PAYABLE | $955,086 |
| UNITRUSTS PAYABLE | $531,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3422221 | TotalOfAmounts |
| Total Revenue | 25410675 | TotalRevenue |
| Total Expenses | 11274961 | TotalExpenses |
| Excess Or Deficit For Year | 14135714 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 8677987 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 119 | DonatedServicesAndFacilities |
| Other | -$1 | OtherAmount |
| Total Adjustments | 8678105 | TotalAdjustments |
| Excess Or Deficit Per FS | 22813819 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33293583 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 8677987 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 146512 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 49074 | OtherRevenues |
| Revenue Not Rptd F990 | 8873573 | RevenueNotRptdF990 |
| Revenue Subtotal | 24420010 | RevenueSubtotal |
| Investment Expenses Not Included | 998870 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -8205 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 990665 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25410675 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10638055 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 146393 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 215571 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 361964 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10276091 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 998870 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 998870 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11274961 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | SCHOLARSHIPS AND DEPARTMENTAL SUPPORT FOR STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THEY QUALIFY FOR THE 50% CHARITABLE CONTRIBUTIONS DEDUCTION FOR INDIVIDUAL DONORS. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS PRIOR TO JUNE 30, 2008 NOR HAVE WE BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ROUNDING -1. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE OF OTHER CONSOLIDATED ENTITIES 49,074. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -8,205. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF OTHER CONSOLIDATED ENTITIES 207,365. RENTAL EXPENSES 8,205. ROUNDING 1. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 3700000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3700000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 3700000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALOCODY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 669850 | GrossReceipts |
| Amount Retained By Contractor | 334006 | AmountRetainedByContractor |
| Net To Organization | 335844 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 669850 | TotalGrossReceipts |
| Total Retained By Contractors | 334006 | TotalRetainedByContractors |
| Total Net To Organization | 335844 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ATHLETIC FUNDRAISER | NameOfEvent1 |
| Gross Receipts Event1 | 103577 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 76586 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26991 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 26991 | NonCashPrizesEvent1 |
| Name Of Event2 | PERFORMING ARTS FUNDRAISER | NameOfEvent2 |
| Gross Receipts Event2 | 10074 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5390 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 4684 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 4684 | NonCashPrizesEvent2 |
| Gross Receipts Total | 113651 | GrossReceiptsTotal |
| Charitable Contributions Total | 81976 | CharitableContributionsTotal |
| Gross Revenue Total Events | 31675 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 31675 | NonCashPrizesTotalEvents |
| Direct Expense Summary Events | 31675 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 1466 | NumberOfRecipients |
| Amount Of Cash Grant | 3332048 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
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: SCHOLARSHIPS ARE ADMINISTERED BY THE UNIVERSITY OF NORTHERN IOWA'S FINANCIAL AID OFFICE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM D CALHOUN JR | NamePerson |
| Base Compensation Filing Org | 169213 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 3476 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 14754 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 19137 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 206580 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | FORM 990, PART VII, SECTION A, LINE 1 AND/OR SCHEDULE J, PART II INCLUDE COMPENSATION FOR SERVICES RENDERED TO THE FILING ORGANZATION FROM AN UNRELATED ORGANIZATION. NAME OF UNRELATED ORGANIZATION: THE UNIVERSITY OF NORTHERN IOWA TYPE AND AMOUNT OF COMPENSATION PAID OR ACCRUED: ALL COMPENSATION FOR THE SIX INDIVIDUALS LISTED BELOW IN (A) AND (B) WAS PAID BY THE UNRELATED ORGANIZATION. PERSONS RECEIVING OR ACCRUING COMPENSATION FROM UNRELATED ORGANIZATION: (A) WILLIAM D. CALHOUN, JR., PRESIDENT, JEAN CARLISLE, VP/SECRETARY, AND RUTH RATLIFF, VP ARE PAID BY THE UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION. THE FILING ORGANIZATION DOES NOT REIMBURSE THE UNRELATED ORGANIZATION FOR COMPENSATION PAID TO THESE INDIVIDUALS. (B) FRANK ESSER, VP, NOREEN HERMANSEN, VP, AND KRISTINE EVEN, VP/TREASURER ARE PAID BY THE UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION. THE FILING ORGANIZATION REIMBURSES THE UNRELATED ORGANIZATION FOR COMPENSATION PAID TO THESE INDIVIDUALS. COMPENSATION REIMBURSEMENTS PAID TO THE UNRELATED ORGANIZATION ARE REPORTED ON THE STATEMENT OF FUNCTIONAL EXPENSES ON FORM 990, PART IX, LINE 11G AS OTHER FEES FOR SERVICES. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 189332 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 420 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1548831 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2636 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 37817 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3992 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (7 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PRINTING | 5 | 23035 | FAIR MARKET VALUE |
| X | SUPPLIES | 5 | 4882 | FAIR MARKET VALUE |
| X | AUCTION, OUTINGS | 164 | 38286 | FAIR MARKET VALUE |
| X | UNIFORMS | 3 | 5342 | FAIR MARKET VALUE |
| X | EQUIPMENT | 8 | 82755 | FAIR MARKET VALUE |
| X | MEALS | 19 | 32085 | FAIR MARKET VALUE |
| X | SOFTWARE, LICENSES | 1 | 23421 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | THE QUANTITIES REPORTED REPRESENT THE NUMBER OF CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL PETERSON, TRUSTEE, RICK YOUNG, TRUSTEE, AND DAVID MASON, TRUSTEE HAVE A BUSINESS RELATIONSHIP. MICHAEL PETERSON, TRUSTEE AND PAUL RHINES, TRUSTEE HAVE A BUSINESS RELATIONSHIP. MARK OMAN, TRUSTEE AND DAVID OMAN, TRUSTEE HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWS THE FORM 990. UPON MANAGEMENT APPROVAL OF THE FORM 990, THE AUDIT COMMITTEE REVIEWS THE ENTIRE FORM 990 AND SCHEDULES WITH THE OUTSIDE TAX PREPARER AT AN ON-CAMPUS COMMITTEE MEETING. THE AUDIT COMMITTEE CHAIR PRESENTS AN OVERVIEW OF THE FORM 990 TO THE FULL BOARD AT AN ON-CAMPUS MEETING. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. | |
| A CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE DISTRIBUTED ANNUALLY TO TRUSTEES, OFFICERS AND STAFF. ALL ARE ASKED TO DISCLOSE RELATIONSHIPS AND/OR ORGANIZATIONAL COMMITMENTS TO ASSIST IN IDENTIFYING, MANAGING AND/OR REDUCING CONFLICTS OF INTEREST. QUESTIONNAIRES ARE REVIEWED BY THE PRESIDENT OF THE FOUNDATION FOR POTENTIAL CONFLICTS OF INTEREST. THE PRESIDENT OF THE FOUNDATION COMMUNICATES WITH NECESSARY INDIVIDUALS TO DETERMINE WHAT ACTION, IF ANY, MUST OCCUR, IE, REFRAINING FROM BOARD VOTES, ETC. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PRESIDENT OF THE UNI FOUNDATION ALSO HAS A UNIVERSITY APPOINTMENT AS SPECIAL ASSISTANT TO THE PRESIDENT OF THE UNIVERSITY OF NORTHERN IOWA. SALARY FOR THIS POSITION IS PAID THROUGH UNIVERSITY GENERAL FUNDS. SALARY INCREASES FOR FACULTY, PROFESSIONAL STAFF AND ADMINISTRATORS ARE TO A LARGE EXTENT DETERMINED BY COLLECTIVE BARGAINING OF THE FACULTY UNION. THE AMOUNT OF SALARY INCREASE FOR THE UNI FOUNDATION PRESIDENT AND OTHER OFFICERS IS DETERMINED BY THE PRESIDENT OF THE UNIVERSITY IN CONSULTATION, AS NEEDED, WITH THE UNI FOUNDATION BOARD OF TRUSTEES. INCREASES ARE DETERMINED BY A VARIETY OF FACTORS, PRIMARILY THE ACHIEVEMENT OF MUTUALLY-AGREED UPON ANNUAL GOALS BY THE UNIVERSITY PRESIDENT AND THE SPECIAL ASSISTANT TO THE PRESIDENT/UNI FOUNDATION PRESIDENT. HUMAN RESOURCE SERVICES AT THE UNIVERSITY PROVIDES REGULAR UPDATES REGARDING SALARIES (BY POSITION AND TITLE) AT OUR PEER INSTITUTIONS. ALL WRITTEN DOCUMENTATION IS HELD IN A LOCKED FILE (BOTH PAPER AND ELECTRONIC) WITHIN THE OFFICE OF THE PRESIDENT AND IS ONLY ACCESSIBLE WITH PERMISSION OF THE RESPECTIVE STAFF MEMBER AND THE PRESIDENT. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 8,677,987. DONATED SERVICES AND USE OF FACILITIES: 119. ROUNDING -1. TOTAL TO FORM 990, PART XI, LINE 5: 8,678,105. | FORM 990, PART XI, LINE 5: |
| ANONYMOUS DONOR | PER SCHEDULE B, THE DONOR AS A REQUIREMENT FOR THE GIFT, HAS REQUESTED TO REMAIN ANONYMOUS. WE HAVE RESPECTED THIS REQUEST EVEN THOUGH THE DONOR IDENTIFICATION INFORMATION IS KNOWN TO THE ORGANIZATION. THE ORGANIZATION RESPECTS THE DONOR'S REQUEST, AND THE ORGANIZATION TAKES INTO ACCOUNT SUCH DONATION IN CALCULATING ITS PUBLIC SUPPORT TEST AS PRESENTED IN SCHEDULE A. THE DONOR IS NOT A DISQUALIFIED PERSON TO THE ORGANIZATION NOR DOES THE DONATION ADVERSELY IMPACT THE PUBLIC SUPPORT TEST OF THE ORGANIZATION. IN ADDITION, NO SPECIAL OTHER TAX COMPLIANCE ISSUES ARE PRESENT WITH THE CASH DONATION WHICH WOULD REQUIRE COMPLIANCE WITH INFORMATION RETURN REPORTING FOR THE ORGANIZATION. THIS INFORMATION IS AVAILABLE UPON REQUEST,ALTHOUGH NOT SUBJECT TO PUBLIC INSPECTION. | SCHEDULE B, PART I, CONTRIBUTOR 1 |
| ENDOWMENT FUNDS | IN PRIOR YEARS, ORGANIZATION INCLUDED AS PART OF ENDOWMENT FUNDS, TEMPORARILY RESTRICTED FUNDS WHICH WERE INVESTED AS ENDOWMENT FUNDS. FOR THE 2010 RETURN, CURRENT YEAR AND PRIOR YEAR ENDOWMENT FUNDS HAVE BEEN RESTATED TO INCLUDE ONLY THOSE TERM, PERMANENT AND BOARD-DESIGNATED ENDOWMENTS AS DEFINED IN THE IRS INSTRUCTIONS. | SCHEDULE D, PART V |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTHERN IOWA RESEARCH FOUNDATION | ||||||||||
| 205 COMMONS UNI | CEDAR FALLS | IA | 506140282 | 391896362 | MANAGE INTELLECTUAL PROPERTY RIGHTS | IA | 501(C)(3) | 11A | N/A | 1 |
| UNIVERSITY OF NORTHERN IOWA PROPERTIES CORPORATION | ||||||||||
| 205 COMMONS UNI | CEDAR FALLS | IA | 506140282 | 391896366 | ACCEPT, HOLD, MANAGE & ADMINISTER PROPERTY FOR UNI FOUNDATION | IA | 501(C)(3) | 11A | N/A | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN IOWA RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 350000 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
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