UNIVERSITY OF NORTHERN IOWA FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTHERN IOWA FOUNDATION (EIN 42-6058591)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641349349310199
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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) |
|---|---|---|
| Return | 2026-05-14T15:32:14-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST STREET SUITE 640 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426058591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN IOWA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3192737118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 COMMONS UNI | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506140282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES PERRY | PersonNm |
| Person Title | BOARD TREASURER | PersonTitleTxt |
| Phone | 3192737118 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM JERMIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 COMMONS UNI | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506140282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $109,548,656 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOUNDATION.UNI.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | SUSTAIN, GROW AND PROMOTE THE UNIVERSITY OF NORTHERN IOWA BY SOLICTING AND MANAGING GIFTS TO SUPPORT THE UNIVERSITY'S EDUCATION , RESEARCH & SCIENTIFIC ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | -$7,633 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,565,532 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,013,087 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,925,349 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,872,265 | CYInvestmentIncomeAmt |
| PY Other Revenue | $115,367 | PYOtherRevenueAmt |
| CY Other Revenue | $98,427 | CYOtherRevenueAmt |
| PY Total Revenue | $35,606,248 | PYTotalRevenueAmt |
| CY Total Revenue | $33,983,779 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,645,824 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,016,041 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,781,930 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,641,568 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $317,794 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $306,285 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,898,300 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,230,736 | PYOtherExpensesAmt |
| CY Other Expenses | $7,034,545 | CYOtherExpensesAmt |
| PY Total Expenses | $30,976,284 | PYTotalExpensesAmt |
| CY Total Expenses | $32,998,439 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,629,964 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $985,340 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $290,552,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $309,712,656 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,134,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,313,184 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $285,417,996 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $303,399,472 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF NORTHERN IOWA FOUNDATION'S MISSION IS TO GROW AND SUSTAIN PRIVATE RESOURCES AND BUILD RELATIONSHIPS TO SUPPORT THE UNIVERSITY OF NORTHERN IOWA, ITS STUDENTS, FACULTY, STAFF AND PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,228,969 | ExpenseAmt |
| Grant | $95,326 | GrantAmt |
| Desc | DEPARTMENTAL SUPPORT FOR THE BENEFIT OF STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA - UNI FOUNDATION IS DESIGNATED AS THE CENTRAL FUNDRAISING AGENCY FOR THE UNIVERSITY OF NORTHERN IOWA. UNI FOUNDATION CONDUCTS CAMPAIGNS FOR UNIVERSITY PRIORITIES AND PROVIDES CENTRAL SERVICES TO SUPPORT FUNDRAISING, GROWTH OF THE ENDOWMENT, ADMINISTRATION, COMPLIANCE, DONOR STEWARDSHIP, AND OTHER AREAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,122,223 | ExpenseAmt |
| Grant | $7,122,223 | GrantAmt |
| Desc | SCHOLARSHIPS, PRIMARILY FOR THE BENEFIT OF STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA - SCHOLARSHIP RECIPIENTS ARE CHOSEN BY THE UNIVERSITY OF NORTHERN IOWA FACULTY, DEPARTMENT HEADS, DEANS, FINANCIAL AID OFFICERS, OR A COMBINATION OF THESE. SCHOLARSHIP RECIPIENTS ARE SELECTED ACCORDING TO SCHOLARSHIP GUIDELINES WRITTEN AT THE TIME THE SCHOLARSHIP IS ESTABLISHED. THE UNIVERSITY OF NORTHERN IOWA FOUNDATION (UNI FOUNDATION) ADMINISTERS THE FUNDS FOR SCHOLARSHIPS SUPPORTED BY PRIVATE GIFTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,798,492 | ExpenseAmt |
| Grant | $10,798,492 | GrantAmt |
| Desc | CAPITAL PROJECTS TO BENEFIT THE UNIVERSITY OF NORTHERN IOWA - DURING FISCAL YEAR 2025 INCLUDED THE CAMPANILE RENOVATION, DOME RENOVATIONS, GALLAGHER-BLUEDORN PERFORMING ARTS CENTER EXPANSION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $383,825 | ExpenseAmt |
| Desc | UNI ALUMNI ASSOCIATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $383,825 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $24,533,509 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES PERRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3192737118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 COMMONS | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506140239 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JIM JERMIER | ||||||||
| BOARD PRESIDENT | 40.00 | 1.50 | Yes (X) | $247,915 | $0 | $56,456 | ||
| STEVE GEARHART | ||||||||
| ASSOCIATE VP FOR ADVANCEMENT | 40.00 | $148,248 | $0 | $41,859 | Yes (X) | |||
| NOREEN HERMANSEN | ||||||||
| VP FOR PRINCIPAL GIFTS | 40.00 | $158,799 | $0 | $30,371 | Yes (X) | |||
| BRIAN GABEL | ||||||||
| AVP FOR ALUMNI ENGAGEMENT | 40.00 | $127,102 | $0 | $39,712 | Yes (X) | |||
| NATE CLAPHAM | ||||||||
| ASSISTANT VP COLLEGIATE DEVELOPMENT | 40.00 | $126,111 | $0 | $39,294 | Yes (X) | |||
| HILLERY OBERLE | ||||||||
| AVP OF STRATEGY, COMMUN/CAMPAIGNS | 40.00 | 1.00 | $128,464 | $0 | $27,260 | Yes (X) | ||
| STACY ROBINSON | ||||||||
| BOARD TREASURER THRU 11/24 | 40.00 | 1.50 | Yes (X) | $118,853 | $0 | $27,086 | ||
| MEGAN STULL | ||||||||
| BOARD SECRETARY | 40.00 | 1.50 | Yes (X) | $86,727 | $0 | $9,812 | ||
| JAMES PERRY | ||||||||
| TREASURER FROM 11/24 | 40.00 | 1.50 | Yes (X) | $12,020 | $0 | $1,135 | ||
| MICHAEL ARMBRECHT | ||||||||
| CHAIR | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BOBBIE WILLIAMS | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAN FICK | ||||||||
| 2ND VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAN BITTNER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BOB BOWLSBY | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CARL BOYD | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DON COFFIN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARY COFFIN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA COOK | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JASON FLINN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LARRY FOX | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HEATHER GUNDERSON | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JORGEN HEIDEMAN | ||||||||
| TRUSTEE | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| RICH JAMES | ||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LYNN KING | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN KOCH | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHRYN M KUNERT | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID MASON | ||||||||
| TRUSTEE | 1.00 | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| JIM MUDD II | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATIE MULLHOLLAND | ||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICK NOEL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK NOOK | ||||||||
| TRUSTEE | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFF SCUDDER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT SOFIER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SANDY STEVENS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TINA STUBBS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATY SUSONG | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KERRY SUTHERLAND | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID TAKES | ||||||||
| TRUSTEE | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JULIE WOOD STOLL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL WRIGHT | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE YOUNG | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL HAGER | ||||||||
| BOARD VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,154,239 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $272,985 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | |||||
| 1300 THAMES STREET WHARF 4TH FLOOR | BALTIMORE | MD | 212319907 | INVESTMENT CONSULTING | $222,192 |
| EAB GLOBAL INC | |||||
| PO BOX 603519 | CHARLOTTE | NC | 282603519 | MARKETING SERVICES | $150,727 |
| EVERTRUE INC | |||||
| PO BOX 844787 | BOSTON | MA | 02284 | SOFTWARE LICENSE FEE/POSTAGE | $132,905 |
| AROUND THE CORNER PRODUCTIONS INC | |||||
| 5417 NORDIC DRIVE SUITE A | CEDAR FALLS | IA | 50613 | VIDEO PRODUCTION | $125,575 |
| GIVECAMPUS INC | |||||
| 99 M ST SE SUITE 233 | WASHINGTON | DC | 20003 | FUNDRAISING TECHNOLOGY | $103,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $182,710 | FundraisingAmt |
| Related Organizations | $47,763 | RelatedOrganizationsAmt |
| All Other Contributions | $23,782,614 | AllOtherContributionsAmt |
| Noncash Contributions | $6,046,613 | NoncashContributionsAmt |
| Total Contributions | $24,013,087 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,411,392 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$7,633 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,419,025 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,120 | TotalRevenueColumnAmt |
| Exclusion | $57,120 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,827,106 | SecuritiesAmt |
| Other | $4,127,850 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,362,414 | SecuritiesAmt |
| Other | $4,131,669 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,464,692 | SecuritiesAmt |
| Other | -$3,819 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,460,873 | TotalRevenueColumnAmt |
| Exclusion | $4,460,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $70,794 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $182,710 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $70,794 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| REGISTRATION FEE INCOME | 611600 | $41,101 | $41,101 | |
| MISCELLANEOUS INCOME | 611600 | $206 | $206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,307 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,983,779 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $206 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$7,633 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,978,119 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,893,818 | TotalAmt |
| Program Services | $10,893,818 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,122,223 | TotalAmt |
| Program Services | $7,122,223 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,376,611 | TotalAmt |
| Management And General | $1,015,976 | ManagementAndGeneralAmt |
| Fundraising | $360,635 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,264,957 | TotalAmt |
| Program Services | $2,943,761 | ProgramServicesAmt |
| Management And General | $818,395 | ManagementAndGeneralAmt |
| Fundraising | $2,502,801 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,455 | TotalAmt |
| Management And General | $79,455 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,285 | TotalAmt |
| Fundraising | $306,285 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154,976 | TotalAmt |
| Management And General | $1,154,976 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,538,805 | TotalAmt |
| Program Services | $1,952,893 | ProgramServicesAmt |
| Management And General | $301,225 | ManagementAndGeneralAmt |
| Fundraising | $284,687 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,478 | TotalAmt |
| Fundraising | $80,478 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,688 | TotalAmt |
| Program Services | $489,401 | ProgramServicesAmt |
| Management And General | $24,910 | ManagementAndGeneralAmt |
| Fundraising | $291,377 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,982 | TotalAmt |
| Program Services | $61,838 | ProgramServicesAmt |
| Management And General | $43,494 | ManagementAndGeneralAmt |
| Fundraising | $251,650 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,845 | TotalAmt |
| Program Services | $51,628 | ProgramServicesAmt |
| Fundraising | $59,217 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,808 | TotalAmt |
| Program Services | $745,493 | ProgramServicesAmt |
| Management And General | $363 | ManagementAndGeneralAmt |
| Fundraising | $191,952 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,993 | TotalAmt |
| Program Services | $158,586 | ProgramServicesAmt |
| Management And General | $3,148 | ManagementAndGeneralAmt |
| Fundraising | $20,259 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,172 | TotalAmt |
| Program Services | $3,172 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,379 | TotalAmt |
| Program Services | $82,846 | ProgramServicesAmt |
| Management And General | $19,927 | ManagementAndGeneralAmt |
| Fundraising | $9,606 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUILDING & EQUIP MAINT | $668,573 | $624,704 | $29,377 | $14,492 |
| MEALS & ENTERTAINMENT | $653,360 | $298,467 | $4,734 | $350,159 |
| UBI TAX | $323 | $323 | ||
| BAD DEBT EXPENSE | -$206,232 | -$206,232 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$444,060 | TotalAmt |
| Program Services | -$689,089 | ProgramServicesAmt |
| Management And General | $70,327 | ManagementAndGeneralAmt |
| Fundraising | $174,702 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,998,439 | TotalAmt |
| Program Services | $24,533,509 | ProgramServicesAmt |
| Management And General | $3,566,630 | ManagementAndGeneralAmt |
| Fundraising | $4,898,300 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,446,586 | BOYAmt |
| EOY | $9,777,286 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,079,675 | BOYAmt |
| EOY | $13,724,922 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,290,765 | BOYAmt |
| EOY | $34,130,696 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,178 | BOYAmt |
| EOY | $95,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $412,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $374,846 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,232 | BOYAmt |
| EOY | $38,060 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,945,480 | BOYAmt |
| EOY | $181,549,333 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,867,355 | BOYAmt |
| EOY | $68,801,447 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,772,022 | BOYAmt |
| EOY | $1,595,141 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,552,293 | BOYAmt |
| EOY | $309,712,656 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,431 | BOYAmt |
| EOY | $3,657,556 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265 | BOYAmt |
| EOY | $5,375 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729,601 | BOYAmt |
| EOY | $2,650,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,134,297 | BOYAmt |
| EOY | $6,313,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,976,291 | BOYAmt |
| EOY | $15,533,319 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,441,705 | BOYAmt |
| EOY | $287,866,153 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,417,996 | BOYAmt |
| EOY | $303,399,472 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,552,293 | BOYAmt |
| EOY | $309,712,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $985,340 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,265,454 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$269,318 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,444,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,656,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,581,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,565,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,013,087 | CurrentTaxYearAmt |
| Total | $168,261,209 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,444,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,656,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,581,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,565,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,013,087 | CurrentTaxYearAmt |
| Total | $168,261,209 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,689,592 | SubstantialContributorsTotAmt |
| Public Support Total170 | $149,571,617 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,044,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,103,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,598,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,266,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,476,145 | CurrentTaxYearAmt |
| Total | $25,489,457 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$7,633 | CurrentTaxYearAmt |
| Total | $50,220 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,307 | CurrentTaxYearAmt |
| Total | $311,077 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $194,111,963 | TotalSupportAmt |
| Public Support CY170 | 0.77050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING INCOME - 2020 AMOUNT: $ 62,507. REGISTRATION FEE INCOME - 2020 AMOUNT: $ 1,574. 2021 AMOUNT: $ 3,346. 2022 AMOUNT: $ 2,235. 2023 AMOUNT: $ 28,929. 2024 AMOUNT: $ 41,101. OTHER INCOME - 2022 AMOUNT: $ 121,179. 2023 AMOUNT: $ 50,000. 2024 AMOUNT: $ 206. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $203,620,281 | BeginningYearBalanceAmt |
| Contributions | $5,625,435 | ContributionsAmt |
| Investment Earnings Or Losses | $19,902,703 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,182,315 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,629,694 | OtherExpendituresAmt |
| Administrative Expenses | $2,811,497 | AdministrativeExpensesAmt |
| End Year Balance | $221,524,913 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,578,457 | BeginningYearBalanceAmt |
| Contributions | $8,917,457 | ContributionsAmt |
| Investment Earnings Or Losses | $17,676,141 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,604,629 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,391,553 | OtherExpendituresAmt |
| Administrative Expenses | $1,555,592 | AdministrativeExpensesAmt |
| End Year Balance | $203,620,281 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,230,306 | BeginningYearBalanceAmt |
| Contributions | $31,277,068 | ContributionsAmt |
| Investment Earnings Or Losses | $10,540,346 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,593,317 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,375,747 | OtherExpendituresAmt |
| Administrative Expenses | $2,500,199 | AdministrativeExpensesAmt |
| End Year Balance | $182,578,457 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $157,037,754 | BeginningYearBalanceAmt |
| Contributions | $6,970,574 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,161,853 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,426,564 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,375,747 | OtherExpendituresAmt |
| Administrative Expenses | $1,813,858 | AdministrativeExpensesAmt |
| End Year Balance | $147,230,306 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,362,233 | BeginningYearBalanceAmt |
| Contributions | $11,353,818 | ContributionsAmt |
| Investment Earnings Or Losses | $32,004,733 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,420,726 | GrantsOrScholarshipsAmt |
| Other Expenditures | $785,780 | OtherExpendituresAmt |
| Administrative Expenses | $1,476,524 | AdministrativeExpensesAmt |
| End Year Balance | $157,037,754 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03420 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20870 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $412,906 | OtherCostOrOtherBasisAmt |
| Depreciation | $374,846 | DepreciationAmt |
| Book Value | $38,060 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,060 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $1,198,210 | F |
| OTHER LIMITED PARTNERSHIPS | $47,712,406 | F |
| COMMON FUNDS | $149,727 | F |
| FUND OF FUNDS | $19,741,104 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $68,801,447 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $1,878,827 |
| ANNUITY TRUSTS PAYABLE | $412,642 |
| UNITRUSTS PAYABLE | $358,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,650,253 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $50,715,018 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,265,454 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $620,761 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $17,886,215 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,828,803 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,154,976 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,154,976 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,983,779 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,733,542 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $620,761 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $269,318 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $890,079 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,843,463 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,154,976 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,154,976 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,998,439 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND DEPARTMENTAL SUPPORT FOR STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA. |
| PART X, LINE 2: | ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10 THE ORGANIZATION IS 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 FINANCIAL STATEMENTS. THE ORGANIZATION 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 ORGANIZATION RECOGNIZES ANY INTEREST AND PENALTIES RELATED TO INCOME TAXES. THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES THAT HAVE BEEN ACCRUED OR RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT REOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE ORGANIZATION APPLIED THE UNCERTAIN TAX POSITION GUIDANCE OT ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS AS OF THAT DATE. THE ORGANIZATION DOES NOT BELIEVE THERE IS ANY UNCERTAINTY WITH RESPECT TO ITS TAX POSITION WHICH WOULD RESULT IN A MATERIAL CHANGE TO THE FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PRESENT VALUE LIABILITY ACTUARIAL ADJUSTMENT |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $235,987 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $35,269,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $35,505,763 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $35,505,763 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| EAB GLOBAL INC | ||||||||
| PO BOX 603519 | CHARLOTTE | NC | 282603519 | MARKETING SERVICES | 0 | $286,027 | $150,727 | $135,300 |
| STELTER COMPANY INC | ||||||||
| PO BOX 5228 | DES MOINES | IA | 503055228 | MARKETING SERVICES | 0 | $10,470 | $33,292 | -$22,822 |
| DAVID OMAN | ||||||||
| 743 53RD STREET | DES MOINES | IA | 50312 | CONSULTING SERVICES | 0 | $0 | $60,000 | -$60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $296,497 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $244,019 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $52,478 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RALLY IN THE VALLEY | Event1Nm |
| Gross Receipts Event1 | $253,504 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $182,710 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $70,794 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $70,794 | NonCashPrizesEvent1Amt |
| Gross Receipts Total | $253,504 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $182,710 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $70,794 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $70,794 | NonCashPrizesTotalEventsAmt |
| Direct Expense Summary Events | $70,794 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTHERN IOWA | ||||||||||
| 1227 W 27TH STREET | CEDAR FALLS | IA | 50614 | 426004333 | SECTION 115 | $0 | $95,326 | FMV/APPRAISAL | ARTWORK, MEALS, PRINTING, SUPPLIES | PROGRAM SUPPORT |
| UNIVERSITY OF NORTHERN IOWA | ||||||||||
| 1227 W 27TH STREET | CEDAR FALLS | IA | 50614 | 426004333 | SECTION 115 | $10,798,492 | $0 | CAPITAL PROJECTS | ||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS AND AWARDS | GrantTypeTxt |
| Recipient | 2184 | RecipientCnt |
| Cash Grant | $7,122,223 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF NORTHERN IOWA'S FINANCIAL AID OFFICE ADMINISTERS GRANTS, SCHOLARSHIPS, AND THE PAYMENT OF PROGRAM FUNDS FROM THE FILING ORGANIZATION TO THE UNIVERSITY AND ITS AFFILIATES. THE FILING ORGANIZATION TESTS THESE AND ALL OTHER GRANTS AGAINST THE ORIGINALLY INTENDED PURPOSE. THE FILING ORGANIZATION IS PROVIDING SUPPORT TO THE DMACC URBAN CAMPUS IN DOWNTOWN DES MOINES THROUGH A NEW PROGRAM FOR STUDENTS. THESE PAYMENTS WILL TOTAL $2,500,000 AND ARE PAID IN ANNUAL INSTALLMENTS EACH YEAR FROM AUGUST 2020 THROUGH AUGUST 2024. THE ORGANIZATION WILL MONITOR THESE GRANTS TO GUARANTEE THEY ARE USED FOR THE INTENDED PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JIM JERMIER | ||||||||||||||
| BOARD PRESIDENT | $243,276 | $0 | $0 | $0 | $4,639 | $0 | $25,041 | $0 | $31,415 | $0 | $304,371 | $0 | $0 | $0 |
| STEVE GEARHART | ||||||||||||||
| ASSOCIATE VP FOR ADVANCEMENT | $137,254 | $0 | $0 | $0 | $10,994 | $0 | $14,076 | $0 | $27,783 | $0 | $190,107 | $0 | $0 | $0 |
| NOREEN HERMANSEN | ||||||||||||||
| VP FOR PRINCIPAL GIFTS | $158,688 | $0 | $0 | $0 | $111 | $0 | $15,968 | $0 | $14,403 | $0 | $189,170 | $0 | $0 | $0 |
| BRIAN GABEL | ||||||||||||||
| AVP FOR ALUMNI ENGAGEMENT | $120,689 | $0 | $0 | $0 | $6,413 | $0 | $11,561 | $0 | $28,151 | $0 | $166,814 | $0 | $0 | $0 |
| NATE CLAPHAM | ||||||||||||||
| ASSISTANT VP COLLEGIATE DEVELOPMENT | $123,916 | $0 | $0 | $0 | $2,195 | $0 | $12,700 | $0 | $26,594 | $0 | $165,405 | $0 | $0 | $0 |
| HILLERY OBERLE | ||||||||||||||
| AVP OF STRATEGY, COMMUN/CAMPAIGNS | $126,192 | $0 | $0 | $0 | $2,272 | $0 | $12,700 | $0 | $14,560 | $0 | $155,724 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS THE PRESIDENT OF THE UNRELATED UNIVERSITY IS A NON-PAID BOARD MEMBER OF THE FILING ORGANIZATION. WHEN THE PRESIDENT'S SPOUSE TRAVELS WITH THE PRESIDENT AND PERFORMS DONOR DEVELOPMENT FUNCTIONS FOR THE FILING ORGANIZATION, THE SPOUSE'S TRAVEL EXPENSES ARE REVIEWED BY AND ULTIMATELY PAID BY THE FILING ORGANIZATION. HEALTH OR SOCIAL CLUB DUES THE FILING ORGANIZATION PAID FOR CLUB MEMBERSHIPS FOR JIM JERMIER AND STEVE GEARHART DURING THE FISCAL YEAR. THESE WERE DEEMED TO BE TAXABLE AND INCLUDED IN THE REPORTABLE COMPENSATION. |
| PART I, LINE 3 | TOP MANAGEMENT'S COMPENSATION THE PRESIDENT OF THE UNIVERSITY OF NORTHERN IOWA FOUNDATION (UNI FOUNDATION) ALSO HAS A UNIVERSITY APPOINTMENT AS THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT. SALARY FOR THIS POSITION IS PAID THROUGH UNIVERSITY GENERAL FUNDS. 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 VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT/UNI FOUNDATION PRESIDENT. HUMAN RESOURCE SERVICES AT THE UNVERSITY PROVIDES REGULAR UPDATES REGARDING SALARIES (BY POSITION AND TITLE) AT PEER INSTITUTIONS. |
| FORM 990, PART VII, SECTION A, LINE 1 AND/OR SCHEDULE J, PART II: | COMPENSATION FROM AN UNRELATED ORGANIZATION THE UNIVERSITY OF NORTHERN IOWA (UNI), AN UNRELATED ORGANIZATION, PAID ALL COMPENSATION FOR THE INDIVIDUALS LISTED BELOW IN (A) AND (B) FOR THEIR SERVICES RENDERED TO THE FILING ORGANIZATION. (A) THE FILING ORGANIZATION DID NOT REIMBURSE UNI FOR COMPENSATION PAID TO JIM JERMIER, HILLERY OBERLE, AND MEGAN STULL FOR CALENDAR YEAR 2024 AND FISCAL YEAR 2025. (B) THE FILING ORGANIZATION REIMBURSED UNI FOR COMPENSATION PAID TO NOREEN HERMANSEN, STEVE GEARHART, NATHAN CLAPHAM, JAMES PERRY, AND STACY ROBINSON FOR CALENDAR YEAR 2024 AND FISCAL YEAR 2025. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 67 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,131,669 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,728 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (9 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SALARIES | 2 | $1,737,116 | FMV |
| Yes (X) | AUCTION ITEMS | 163 | $70,854 | FMV |
| Yes (X) | PRINTING | 6 | $34,526 | FMV |
| Yes (X) | SUPPLIES | 22 | $19,505 | FMV |
| Yes (X) | MEALS | 63 | $9,093 | FMV |
| Yes (X) | OTHER | 8 | $4,940 | FMV |
| Yes (X) | EQUIPMENT | 1 | $4,500 | FMV |
| Yes (X) | GIFT CARDS/CERTIFICATES | 9 | $2,655 | FMV |
| Yes (X) | UNIFORMS | 1 | $1,892 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | NUMBER OF EMPLOYEES ON FORM W-3 THE NUMBER OF EMPLOYEES LISTED AS BEING ON FORM W-3 IS THE TOTAL EMPLOYEE COUNT FOR THE FILING ORGANIZATION. WHILE THE UNVERISTY OF NORTHERN IOWA IS THE COMMON PAYMASTER FOR UNI FOUNDATION, THE NUMBER OF EMPLOYEES ONLY INCLUDES THE EMPLOYEE COUNT FOR UNI FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | DON COFFIN AND MARY COFFIN, BOTH TRUSTEES, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FILING ORGANIZATION UTILIZES AN INDEPENDENT ACCOUNTING FIRM TO COMPLETE THE FORM 990 AND RELATED SCHEDULES. MANAGEMENT REVIEWS THE FORM 990. UPON MANAGEMENT APPROVAL OF THE FORM 990, 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT A CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO TRUSTEES, OFFICERS AND STAFF. ALL ARE ASKED TO DISCLOSE RELATOINSHIPS AND/OR ORGANIZATIONAL COMMITMENTS TO ASSIST IN IDENTIFYING, MANAGING AND/OR REDUCING CONFLICTS OF INTEREST. QUESTIONNAIRES ARE REVIEWED BY THE PRESIDENT OF THE FOUNDATION OR A DESIGNEE FOR POTENTIAL CONFLICTS OF INTEREST. THE PRESIDENT OF THE FOUNDATION COMMUNICATES WITH NECESSARY INDIVIDUALS TO DETERMINE WHAT ACTION, IF ANY, MUST OCCUR, I.E., REFRAINING FROM BOARD VOTES, ETC. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT OF THE UNIVERSITY OF NORTHERN IOWA FOUNDATION (UNI FOUNDATION) ALSO HAS A UNIVERSITY APPOINTMENT AS THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT. 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 BY THE PRESIDENT OF THE UNVERSITY 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 VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT/UNI FOUNDATION PRESIDENT. HUMAN RESOURCE SERVICES AT THE UNVERSITY PROVIDES REGULAR UPDATES REGARDING SALARIES (BY POSITION AND TITLE) AT PEER INSTITUTIONS. ALL WRITTEN DOCUMENTATION IS HELD IN A LOCKED FILE (BOTH PAPER AND ELECTRONIC) WITHIN THE OFFICE OF THE UNI FOUNDATION PRESIDENT AND IS ONLY ACCESSIBLE WITH PERMISSION OF THE RESPECTIVE STAFF MEMBER AND THE UNI FOUNDATION PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 18 | UNIF MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND OTHER REQUIRED DISCLOSURES AVAILABLE UPON REQUEST. THE ORGANIZATION POSTS ITS AUDITED FINANCIALS, IRS DETERMINATION LETTER, FORM 1023, AND FORM 990 TO ITS WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | REFER TO NARRATIVE LISTED FOR LINE 18. |
| FORM 990, PART XI, LINE 9: | PRESENT VALUE LIABILITY ACTUARIAL ADJUSTMENT -269,318. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN IOWA ALUMNI ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 COMMONS UNI | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506140284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426058591 | EIN |
| Primary Activities | ENGAGE ALUMNI & STUDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Total Income | $655,452 | TotalIncomeAmt |
| End Of Year Assets | $1,322,266 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNI FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UNIV OF NORTHERN IOWA RESEARCH FNDN | |||||||||
| 205 COMMONS UNI | CEDAR FALLS | IA | 506140282 | 391896362 | INTELLECTUAL PROPERTY | IA | 501(C)(3) | LINE 12A, I | 0 |
| UNIV OF NORTHERN IOWA PROPERTIES CORP | |||||||||
| 205 COMMONS UNI | CEDAR FALLS | IA | 506140282 | 391896366 | MANAGE PROPERTY | IA | 501(C)(3) | LINE 12A, I | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER ANNUITY TRUSTS (5) | |||
| TRUST | IA | UNI FOUNDATION | Yes (1) |
| CHARITABLE REMAINDER UNITRUSTS (5) | |||
| TRUST | IA | UNI FOUNDATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF NORTHERN IOWA RESEARCH FNDN | ||
| D | $210,000 | COST |
| UNIVERSITY OF NORTHERN IOWA PROPERTIES CORPORATION | ||
| D | $71,640 | COST |
| UNIVERSITY OF NORTHERN IOWA PROPERTIES CORPORATION | ||
| C | $47,763 | COST |