UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC (EIN 84-6044833)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-02
- IRS object ID
- 201130619349300203
- Schema version
- 2009v1.7
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-02T08:48:30-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EHRHARDT KEEFE STEINER & HOTTMAN PC | 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 | 802372843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9703511889 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Judy Farr Center 1620 Reservoir Ro | AddressLine1 |
| City | Greeley | City |
| State | CO | State |
| ZIP Code | 80639 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Polly Kurtz | Name |
| Title | Executive Director | Title |
| Phone | 9703514348 | Phone |
| Date Signed | 2011-02-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG R CHOUN | Name |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | POLLY KURTZ | 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 | 80639 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 97815571 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.uncfoundation.unco.edu | 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 | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 36 | TotalNbrEmployees |
| Total Nbr Volunteers | 309 | TotalNbrVolunteers |
| Total Gross UBI | -18134 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -58070 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4550243 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4194533 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2043183 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2114477 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7412065 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5523187 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1077062 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1492073 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 258423 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13324270 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5140773 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6893407 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3797221 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1693825 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1324326 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5085807 | OtherExpensePriorYear |
| Other Expenses Current Year | 4332632 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14023801 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12919864 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -13765378 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 404406 | RevenuesLessExpensesCY |
| Total Assets BOY | 105027000 | TotalAssetsBOY |
| Total Assets EOY | 108815190 | TotalAssetsEOY |
| Total Liabilities BOY | 27081630 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26608840 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 77945370 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 82206350 | NetAssetsOrFundBalancesEOY |
| Mission Description | To promote the general welfare, development, growth and well-being of the University of Northern Colorado through solicitation and acquisition of gifts, investing and managing property, and furnishing funds, facilities, equipment and services. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6893407 | Expense |
| Grants | 6893407 | Grants |
| Description | Fundraising and program support for the University of Northern Colorado through investment and management of assets and the furnishing of funds, facilities, equipment and services to the students and faculty of the Institution. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2533184 | Expense |
| Revenue | 2114477 | Revenue |
| Description | Student housing for the benefit of University of Northern Colorado students. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9426591 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 4 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 36 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | POLLY KURTZ | NamePerson |
| Telephone Number | 9703514348 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 RESERVOIR ROAD | AddressLine1 |
| City | Greeley | City |
| State | CO | State |
| ZIP Code | 80639 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Ken Cook | ||||||||
| Chair | 1.0 | X | X | 0 | 0 | 0 | ||
| Terri Runyan | ||||||||
| Vice Chair | 1.0 | X | X | 0 | 0 | 0 | ||
| Cheryl Wenzinger | ||||||||
| Secretary/Treasurer | 1.0 | X | X | 0 | 0 | 0 | ||
| Dale Butcher | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Stephen Shapiro | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Curt Wyeno | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Steve Baker | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| John Schmidt | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Mike Tormey | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Brandon Barnholt | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Diane Miller | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Polly Kurtz | ||||||||
| Executive Director | 40.0 | X | 93000 | 0 | 6206 | |||
| Michael Johnson | ||||||||
| VP of Alumni & Donor Relations | 40.0 | 113377 | 0 | 6898 | X | |||
| Virgil Scott | ||||||||
| Former President/CEO | 40.0 | 172489 | 0 | 20892 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 378866 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 33996 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Denver Investment Advisors LLC | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 17th Street 26th Floor | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Investment Advisory | DescriptionOfServices |
| Compensation | 137711 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 4194533 | AllOtherContributions |
| Noncash Contributions | 388947 | NoncashContributions |
| Total Contributions | 4194533 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT HOUSING RENT | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 2114477 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2114477 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2114477 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2570104 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,570,104 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207579 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $207,579 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 87444384 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84491301 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2953083 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2953083 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,953,083 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| UNC CONTRACT | 611710 | 750000 | 750000 | 0 | $0 |
| OTHER INCOME | 611710 | 552628 | 552628 | 0 | $0 |
| UBIT LOSSES | 611710 | -18134 | 0 | -18134 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1284494 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13324270 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3417105 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -18134 | UnrelatedBusinessRevenue |
| Exclusion | $5,730,766 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6893407 | Total |
| Program Services | 6893407 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391608 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 289198 | ManagementAndGeneral |
| Fundraising | 102410 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1068905 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 329113 | ManagementAndGeneral |
| Fundraising | 739792 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34498 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 10410 | ManagementAndGeneral |
| Fundraising | 24088 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98955 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 39993 | ManagementAndGeneral |
| Fundraising | 58962 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99859 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 44139 | ManagementAndGeneral |
| Fundraising | 55720 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15329 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15329 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26150 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 26150 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397987 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 397987 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113933 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 38829 | ManagementAndGeneral |
| Fundraising | 75104 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235742 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 169887 | ManagementAndGeneral |
| Fundraising | 65855 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67657 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 49971 | ManagementAndGeneral |
| Fundraising | 17686 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96280 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 43378 | ManagementAndGeneral |
| Fundraising | 52902 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39947 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 39739 | ManagementAndGeneral |
| Fundraising | 208 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29712 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5290 | ManagementAndGeneral |
| Fundraising | 24422 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5225 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3102 | ManagementAndGeneral |
| Fundraising | 2123 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170726 | Total |
| Program Services | 1165493 | ProgramServices |
| Management And General | 5233 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59464 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 59464 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18361 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 16535 | ManagementAndGeneral |
| Fundraising | 1826 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT HOUSING EXPENSE | 1367691 | 1367691 | 0 | 0 |
| WRITE-OFF OF PLEDGE RECEIVABLE | 550000 | 0 | 550000 | 0 |
| BANK FEES | 32481 | 0 | 20512 | 11969 |
| BAD DEBT | 42472 | 0 | 0 | 42472 |
| UNRELATED BUSINESS INCOME TAX | 6519 | 0 | 6519 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56956 | Total |
| Management And General | 8169 | ManagementAndGeneral |
| Fundraising | 48787 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12919864 | Total |
| Program Services | 9426591 | ProgramServices |
| Management And General | 2168947 | ManagementAndGeneral |
| Fundraising | 1324326 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226149 | BOY |
| EOY | 55955 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7604172 | BOY |
| EOY | 2492224 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2314968 | BOY |
| EOY | 1541739 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346015 | BOY |
| EOY | 365274 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95465 | BOY |
| EOY | 3106 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46892 | BOY |
| EOY | 40148 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19172654 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4556957 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15045177 | BOY |
| EOY | 14615697 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17985200 | BOY |
| EOY | 21503954 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55284331 | BOY |
| EOY | 62096257 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1141589 | BOY |
| EOY | 1118850 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4937042 | BOY |
| EOY | 4981986 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105027000 | BOY |
| EOY | 108815190 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1651962 | BOY |
| EOY | 2055667 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200855 | BOY |
| EOY | 113837 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23338960 | BOY |
| EOY | 23070326 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1889853 | BOY |
| EOY | 1369010 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27081630 | BOY |
| EOY | 26608840 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44117 | BOY |
| EOY | 11208545 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25988080 | BOY |
| EOY | 14799039 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51913173 | BOY |
| EOY | 56198766 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77945370 | BOY |
| EOY | 82206350 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105027000 | BOY |
| EOY | 108815190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 3614050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6592313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4567732 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4550243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4194533 | CurrentTaxYear |
| Total | 23518871 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3614050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6592313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4567732 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4550243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4194533 | CurrentTaxYear |
| Total | 23518871 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1553561 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21965310 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2775255 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3286841 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3534856 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2580117 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2777683 | CurrentTaxYear |
| Total | 14954752 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1534561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 784697 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1059552 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1077062 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1302628 | CurrentTaxYear |
| Total | 5758500 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 44232123 | TotalSupport |
| Public Support Pertcentage170 | 0.49659 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55470 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| 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 |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 66142891 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 61689746 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84320 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12180 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17977286 | OtherCostOrOtherBasis |
| Depreciation | 3541100 | Depreciation |
| Book Value | 14436186 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1195368 | OtherCostOrOtherBasis |
| Depreciation | 1015857 | Depreciation |
| Book Value | 179511 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 14615697 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY SECURITIES | 41336713 | F |
| MUTUAL FUNDS | 4670331 | F |
| ALTERNATIVE INVESTMENTS | 10807889 | F |
| OTHER INVESTMENTS | 5281324 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 62096257 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATIONS UNDER GIFT ANNUITY AGREEMENTS | $207,787 |
| AMOUNTS HELD ON BEHALF OF OTHERS | $696,076 |
| NOTES PAYABLE - UNC | $465,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1369010 | TotalOfAmounts |
| Total Revenue | 13324270 | TotalRevenue |
| Total Expenses | 12919864 | TotalExpenses |
| Excess Or Deficit For Year | 404406 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3697586 | NetUnrealizedGLOnInvestments |
| Other | $296,340 | OtherAmount |
| Total Adjustments | 3993926 | TotalAdjustments |
| Excess Or Deficit Per FS | 4398332 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14387065 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3697586 | NetUnrealizedGainsInvestments |
| Other Revenues | 18134 | OtherRevenues |
| Revenue Not Rptd F990 | 3715720 | RevenueNotRptdF990 |
| Revenue Subtotal | 10671345 | RevenueSubtotal |
| Investment Expenses Not Included | 397987 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2254938 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2652925 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13324270 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9988693 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 9988693 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 397987 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2533184 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2931171 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12919864 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 XIV | The Foundation adopted guidance related to uncertainty in income taxes in the Financial Accounting Standard Board's Accounting Standards Codification Topic 740 on January 1, 2009. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of June 30, 2010. If incurred, interest and penalties associated with tax positions are recorded in the period assessed as general and administrative expense. No interest or penalties have been assessed as of June 30, 2010. Tax years that remain subject to examination include 2007 through 2010. |
| Other Reconciling Revenue Items | Schedule D, Part XII | Line 2d: UBIT Losses ($18,134) Line 4b: Change in Value of Charitable Gift Annuities $49,308 Student Housing LLC Revenues $2,205,630 Total Line 4b $2,254,938 |
| Other Reconciling Expense Items | Schedule D, Part XIII | Line 4b: Student Housing LLC Expenses $2,533,184 |
| Other change in net assets from Form 990 to Audited Financial Statements | Schedule D, Part XI, Line 8 | Change in value of charitable gift annuities ($49,308) Unrelated business losses from partnerships $18,134 Student Housing net loss $327,554 Rounding ($40) Total Line 8 $296,340 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | 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 | 6615080 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 220797 | 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 | Process for Monitoring Use of Grant Funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The Foundation reviews all University billings and drawdowns to determine and monitor the use of funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Virgil Scott | NamePerson |
| Base Compensation Filing Org | 153830 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 18659 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 20892 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 193381 | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Expenses Provided by Organization | Schedule J, Part I, Line 1a | Amounts were paid for membership to the Greeley Country Club. |
| Severance Pay Provided by Organization | Schedule J, Part I, Line 4a | Virgil Scott received severance pay of $64,096. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 143805 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 543 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 164150 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
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 | 4 | 29800 | FMV |
| X | Fundraising Items | 134 | 47759 | FMV |
| X | Supplies for Sports Teams | 3 | 2890 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 990 Provided to Board | Part VI, Section B, Line 11 | The Foundation outsources the preparation of the 990 and 990T to a CPA firm with proven tax expertise. 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. |
| Conflict of Interest Policy | 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 to review and sign a conflict of interest policy each year. Members are required to disclose any direct or indirect financial interest with any other interested persons, vendors, or associated organizations. |
| Process for Determining Compensation | Part VI, Section B, Line 15b | The Board of Directors did a compensation review for the President/CEO position in summer 2009 (June) and for the Executive Director position in spring 2010 (march) comparing other like-sized institutionally related foundations. Other key employee's salaries and benefits are benchmarked with other like-sized foundations and Colorado school foundations. Deliberation and decision for determining compensation is documented in the books and records of the Organization. |
| Documents Available to Public | Part VI, Section C, Line 19 | The Foundation makes its financial statements available to the public through their own website and upon request. The Foundation does not make it's governing documents and conflict of interest policy available to the public. |
| Restatement and Reclassification of Prior Year Amounts | The Foundation's June 30, 2009 financial statements have been restated for the effects of understating fiscal year 2009 contribution revenue related to previously unrecognized net pledges receivable and the over accrued allowance for doubtful accounts. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC Foundation Student Housing LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 Reservoir Road | AddressLine1 |
| City | Greeley | City |
| State | CO | State |
| ZIP Code | 80639 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846044833 | EIN |
| Primary Activities | Stdnt Housing | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Total Income | 2205630 | TotalIncome |
| EOY Assets | 20602810 | EOYAssets |
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