NORTHWESTERN FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWESTERN FOUNDATION (EIN 41-1878924)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202341319349307099
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T20:55:33-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411878924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWESTERN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 6516315100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SNELLING AVENUE NORTH | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SOMMERVILLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6516315100 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SOMMERVILLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RONALD R HALVERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SNELLING AVENUE NORTH | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,928,642 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SECURE, RECEIVE, AND MANAGE GIFTS ON BEHALF OF THE UNIVERSITY NW - ST. PAUL AND OTHER CHARITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $119,267 | PYContributionsGrantsAmt |
| CY Contributions Grants | $222,496 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $102,458 | CYProgramServiceRevenueAmt |
| PY Investment Income | $461,211 | PYInvestmentIncomeAmt |
| CY Investment Income | $714,440 | CYInvestmentIncomeAmt |
| PY Other Revenue | $89,936 | PYOtherRevenueAmt |
| CY Other Revenue | $100 | CYOtherRevenueAmt |
| PY Total Revenue | $670,414 | PYTotalRevenueAmt |
| CY Total Revenue | $1,039,494 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $147,687 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $172,615 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,774 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $194,301 | PYOtherExpensesAmt |
| CY Other Expenses | $201,920 | CYOtherExpensesAmt |
| PY Total Expenses | $341,988 | PYTotalExpensesAmt |
| CY Total Expenses | $374,535 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $328,426 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $664,959 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,043,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,204,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $840,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $712,806 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,202,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,491,351 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SECURE, RECEIVE AND MANAGE PLANNED GIFTS ON BEHALF OF PUBLIC CHARITIES INCLUDING UNIVERSITY OF NORTHWESTERN - ST. PAUL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $172,615 | ExpenseAmt |
| Grant | $172,615 | GrantAmt |
| Revenue | $102,458 | RevenueAmt |
| Desc | TO SECURE, RECEIVE AND MANAGE PLANNED GIFTS ON BEHALF OF PUBLIC CHARITIES INCLUDING UNIVERSITY OF NORTHWESTERN - ST. PAUL, A CHRISTIAN, NOT-FOR-PROFIT EDUCATIONAL INSTITUTION WITH A MISSION TO EQUIP BELIEVERS TO GROW INTELLECTUALLY AND SPIRITUALLY, TO SERVE EFFECTIVELY IN THEIR PROFESSIONS, AND TO GIVE GOD-HONORING LEADERSHIP IN THE HOME, CHURCH, COMMUNITY AND WORLD THROUGH CHRIST-CENTERED HIGHER EDUCATION AND MEDIA. NORTHWESTERN MEDIA EXISTS TO LEAD PEOPLE TO CHRIST AND TO NURTURE BELIEVERS IN THEIR SPIRITUAL GROWTH THROUGH CHRIST-CENTERED MEDIA. AS A FOUNDATION ALSO SERVING THE COMMUNITY, THE FOUNDATION IS ABLE TO ASSIST IN CHARITABLE GIFT PLANNING THAT BENEFITS OTHER NOT-FOR-PROFIT ORGANIZATIONS WHOSE BELIEFS ALIGN WITH THE BELIEFS OR THE MISSION OF THE ORGANIZATION. | Desc |
| Total Program Service Expenses | $172,615 | 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 | Yes (1) | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | 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 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN SOMMERVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516315100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SNELLING AVENUE NORTH | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DR ALAN CURETON | |||||||
| DIRECTOR | 2.00 | 45.00 | Yes (X) | $0 | $281,679 | $48,226 | |
| RONALD HALVORSON | |||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY JOHNSON | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STAN ERICKSON | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN FORCE | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DARIN GLANZER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GROVER C SAYRE III | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN ZWART | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR APRIL MORETON | |||||||
| PRESIDENT | 2.00 | 45.00 | $0 | $172,748 | $33,299 | Yes (X) | |
| BRYON D KRUEGER | |||||||
| TREASURER (THRU OCT 2021) | 2.00 | 45.00 | $0 | $132,912 | $28,869 | Yes (X) | |
| JOHN SOMMERVILLE | |||||||
| TREASURER (AS OF NOV 2021) | 2.00 | 45.00 | $0 | $21,590 | $1,334 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $608,929 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,728 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $189,000 | RelatedOrganizationsAmt |
| All Other Contributions | $33,496 | AllOtherContributionsAmt |
| Total Contributions | $222,496 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT | Desc |
| Business | 523920 | BusinessCd |
| Total Revenue Column | $102,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,458 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $102,458 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,520 | TotalRevenueColumnAmt |
| Exclusion | $169,520 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,434,068 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,889,148 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $544,920 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,920 | TotalRevenueColumnAmt |
| Exclusion | $544,920 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $100 | TotalRevenueColumnAmt |
| Exclusion | $100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $100 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,039,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,458 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $714,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,615 | TotalAmt |
| Program Services | $172,615 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,399 | TotalAmt |
| Management And General | $26,399 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,559 | TotalAmt |
| Management And General | $152,559 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,602 | TotalAmt |
| Management And General | $5,199 | ManagementAndGeneralAmt |
| Fundraising | $3,403 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,534 | TotalAmt |
| Management And General | $13,534 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| COMPLIANCE FEES | $680 | $455 | $225 |
| FOOD | $146 | $146 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,535 | TotalAmt |
| Program Services | $172,615 | ProgramServicesAmt |
| Management And General | $198,146 | ManagementAndGeneralAmt |
| Fundraising | $3,774 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,054 | BOYAmt |
| EOY | $119,499 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,298 | BOYAmt |
| EOY | $129,992 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,222,581 | BOYAmt |
| EOY | $5,558,179 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,690 | BOYAmt |
| EOY | $396,487 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,043,108 | BOYAmt |
| EOY | $6,204,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,192 | BOYAmt |
| EOY | $101,422 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,985 | BOYAmt |
| EOY | $611,384 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,177 | BOYAmt |
| EOY | $712,806 | 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 | $1,404,275 | BOYAmt |
| EOY | $1,294,726 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,798,656 | BOYAmt |
| EOY | $4,196,625 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,202,931 | BOYAmt |
| EOY | $5,491,351 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,043,108 | BOYAmt |
| EOY | $6,204,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $664,959 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,442,230 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $65,691 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,027,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,496 | CurrentTaxYearAmt |
| Total | $1,799,394 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,027,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,496 | CurrentTaxYearAmt |
| Total | $1,799,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $167,730 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,631,664 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,520 | CurrentTaxYearAmt |
| Total | $736,810 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $232,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $522,481 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,058,685 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $102,458 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | INVESTMENT MANAGEMENT FEES - 2017 AMOUNT: $ 74,685. 2018 AMOUNT: $ 75,777. 2019 AMOUNT: $ 79,282. 2020 AMOUNT: $ 89,915. SERVICE REVENUE - 2017 AMOUNT: $ 33,650. 2018 AMOUNT: $ 157,111. 2019 AMOUNT: $ 11,939. 2020 AMOUNT: $ 22. 2021 AMOUNT: $ 100. |
| SCHEDULE A, PART VI: | SERVICE REVENUE INCREASE IN 2018 IS DUE TO A MATERIAL GAIN ON THE SALE OF ASSETS. |
| SCHEDULE A, PART VI: | SERVICE REVENUE DECREASE IN 2020 IS DUE TO RENT NO LONGER BEING COLLECTED AS A RESULT OF A PROPERTY SALE. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 8 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $14,792 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $62,615 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $97,636 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,485,201 | BeginningYearBalanceAmt |
| Contributions | $993,109 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,507,778 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $763,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,207,532 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,115,020 | BeginningYearBalanceAmt |
| Contributions | $716,153 | ContributionsAmt |
| Investment Earnings Or Losses | $4,368,028 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $714,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,485,201 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,722,410 | BeginningYearBalanceAmt |
| Contributions | $870,622 | ContributionsAmt |
| Investment Earnings Or Losses | $265,287 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $743,299 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,115,020 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,864,543 | BeginningYearBalanceAmt |
| Contributions | $617,637 | ContributionsAmt |
| Investment Earnings Or Losses | $963,761 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $723,531 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,722,410 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,977,427 | BeginningYearBalanceAmt |
| Contributions | $516,050 | ContributionsAmt |
| Investment Earnings Or Losses | $1,145,350 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $774,284 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,864,543 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13980 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES | Desc |
| Book Value | $396,487 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $396,487 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $611,384 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $611,384 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $97,651,441 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,442,230 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $98,054,177 | OtherRevenueAmt |
| Revenue Not Reported | $96,611,947 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,039,494 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,039,494 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,964,008 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $90,615,872 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $90,615,872 | ExpensesNotReportedAmt |
| Expenses Subtotal | $348,136 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,399 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $26,399 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $374,535 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE MISSION AND PROGRAMS OF UNIVERSITY OF NORTHWESTERN - ST. PAUL AND OTHER NONPROFIT ORGANIZATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 65,691. UNIVERSITY REVENUE 124,305,518. CHANGE IN VALUE OF UNIVERSITY ASSETS -26,317,032. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATED TO THE UNIVERSITY OF NORTHWESTERN 90,615,872. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 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 NORTHWESTERN - ST PAUL | ||||||||||
| 3003 SNELLING AVENUE NORTH | ST PAUL | MN | 55113 | 410711610 | 501(C)(3) | $125,386 | $0 | N/A | N/A | GENERAL SUPPORT AND SCHOLARSHIPS |
| WOODDALE CHURCH | ||||||||||
| 6630 SHADY OAK ROAD | EDEN PRAIRIE | MN | 55344 | 410844378 | 501(C)(3) | $12,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CAMPUS CRUSADE FOR CHRIST | ||||||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | 956006173 | 501(C)(3) | $23,229 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT AND INTERNATIONAL STAFF |
| NORTH HEIGHTS LUTHERAN CHURCH | ||||||||||
| 1700 HIGHWAY 96 WEST | ARDEN HILLS | MN | 55113 | 410832485 | 501(C)(3) | $7,000 | $0 | N/A | N/A | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S PRIMARY ASSISTANCE WAS TO THE UNIVERSITY OF NORTHWESTERN - ST PAUL, UNDER COMMON LEADERSHIP. ADDITIONAL ASSISTANCE WAS PROVIDED TO BENEFIT LOCAL MINISTRIES. FOR GRANTS OUTSIDE OF GRANTS TO THE UNIVERSITY OF NORTHWESTERN - ST PAUL, THE FOUNDATION MAKES SURE THE REQUEST ALIGNS WITH THE FOUNDATION'S MISSION AND CORE VALUES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ALAN CURETON | ||||||||||||||
| DIRECTOR | $0 | $259,539 | $0 | $6,730 | $0 | $15,410 | $0 | $32,308 | $0 | $15,918 | $0 | $329,905 | $0 | $0 |
| DR APRIL MORETON | ||||||||||||||
| PRESIDENT | $0 | $167,229 | $0 | $4,470 | $0 | $1,049 | $0 | $12,923 | $0 | $20,376 | $0 | $206,047 | $0 | $0 |
| BRYON D KRUEGER | ||||||||||||||
| TREASURER (THRU OCT 2021) | $0 | $129,769 | $0 | $2,480 | $0 | $663 | $0 | $11,886 | $0 | $16,983 | $0 | $161,781 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TAX GROSS-UP PAYMENTS: DR. CURETON - TAX GROSS UP PAYMENTS- INCLUDED IN TAXABLE COMPENSATION. SOCIAL CLUB DUES: DR. CURETON - NOT INCLUDIBLE IN TAXABLE COMPENSATION SINCE USED FOR BUSINESS PURPOSES. |
| PART I, LINE 3 | THE COMPENSATION OF THE OFFICERS OF THE NORTHWESTERN FOUNDATION IS DETERMINED BY THE UNIVERSITY OF NORTHWESTERN - ST. PAUL, A RELATED ORGANIZATION, WHICH UTILIZES COMPENSATION SURVEYS OR STUDIES TO ESTABLISH COMPENSATION. |
| PART I, LINE 4B | DR. CURETON PARTICIPATED IN 457(F) PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF NORTHWESTERN FOUNDATION IS UNIVERSITY OF NORTHWESTERN - ST. PAUL, A MINNESOTA 501(C)(3) NONPROFIT ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION'S BOARD OF DIRECTORS IS ELECTED BY THE BOARD OF DIRECTORS OF THE SOLE MEMBER, UNIVERSITY OF NORTHWESTERN - ST. PAUL. AT ALL TIMES, A MAJORITY OF THE FOUNDATION'S BOARD OF DIRECTORS MUST BE COMPRISED OF INDIVIDUALS SERVING CONCURRENTLY ON THE BOARD OF DIRECTORS OF UNIVERSITY OF NORTHWESTERN - ST. PAUL. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER HAS THE POWER AND RIGHT TO APPROVE OR REJECT OR CONSENT WITH RESPECT TO THE FOLLOWING MATTERS: 1. ADOPTION AND IMPLEMENTATION OF ANNUAL OPERATING AND CAPITAL BUDGETS. 2. CAPITAL EXPENDITURES IN EXCESS OF $75,000. 3. SALE OR TRANSFER OF ASSETS OTHER THAN IN THE ORDINARY COURSE OF BUSINESS. 4. INCURRENCE OF DEBT. 5. COMPENSATION OF OFFICERS. 6. ADOPTION AND MODIFICATION OF EMPLOYEE BENEFIT PLANS. 7. APPOINTMENT OF THE CHIEF EXECUTIVE OFFICER. 8. AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS. 9. APPROVAL OF DIRECTORS SERVING ON THE FOUNDATION'S BOARD OF DIRECTORS WHICH ARE SELECTED BY THE SOLE MEMBER WITH INPUT FROM THE FOUNDATION'S BOARD OF DIRECTORS. 10. REMOVAL OF DIRECTORS ON THE FOUNDATION'S BOARD OF DIRECTORS. 11. APPROVAL OF INVESTMENT POLICY STATEMENT (IPS) THAT EFFECTIVELY SUPERVISES, MONITORS AND EVALUATES FOUNDATION AND UNIVERSITY INVESTMENT ASSETS. 12. FINAL APPROVAL OF THE CORPORATION'S PROPOSED STRATEGIC PLANS AND ANY MATERIAL MODIFICATION TO APPROVED STRATEGIC PLANS. 13. ALL DECISIONS RELATED TO THE INCURRENCE OF LIENS, AND/OR INDEBTEDNESS (INCLUDING, WITHOUT LIMITATION, ANY CAPITAL LEASES). 14. APPROVAL OF THE ALIENATION, MORTGAGE, PLEDGE OR ENCUMBRANCE OF ANY REAL ESTATE OWNED BY THE CORPORATION. 15. APPROVAL OF ANY SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION, OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, OR ANY ACQUISITION, OR MERGER OR CONSOLIDATION WITH ANY OTHER PERSON OR ENTITY. 16. APPROVAL OF ANY MATERIAL TRANSACTION (E.G., A CLINIC ACQUISITION), EXCEPT TO THE EXTENT THAT SUCH TRANSACTION IS SPECIFICALLY IDENTIFIED IN A STRATEGIC PLAN APPROVED BY THE SOLE MEMBER. 17. APPROVAL OF ANY PROPOSED DISSOLUTION, LIQUIDATION AND WINDING-UP OF THE CORPORATION. 18. APPROVAL OF THE DECLARATION BY THE CORPORATION OF ANY EVENT OF BANKRUPTCY, INSOLVENCY OR OTHER APPLICATION FOR JUDICIAL RELIEF FROM CREDITORS OF THE CORPORATION. 19. APPROVAL OF ANY ACTION THAT MIGHT JEOPARDIZE THE TAX-EXEMPT STATUS OF THE CORPORATION AND/OR THE SOLE MEMBER. 20. APPROVAL OF THE CREATION OF ANY ORGANIZATIONAL DOCUMENTS (AND AMENDMENTS THERETO) FOR ANY SUBSIDIARY OR AFFILIATED ENTITY, JOINT VENTURE, AFFILIATION OR SIMILAR ARRANGEMENT. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 WAS PROVIDED TO THE FOUNDATION'S MANAGEMENT TEAM FOR A DETAIL REVIEW AFTER ALL CHANGES WERE MADE AND QUESTIONS ANSWERED. A FINAL COPY OF THE FORM 990 WAS THEN REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | NORTHWESTERN FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FOR BOARD MEMBERS, THE MATERIAL FACTS AS TO A CONTRACT OR TRANSACTION AND AS TO THE DIRECTOR'S INTEREST MUST BE FULLY DISCLOSED OR KNOWN TO THE FOUNDATION'S BOARD OF DIRECTORS PRIOR TO APPROVAL OF SUCH CONTRACT OR TRANSACTION, AND THE INTERESTED DIRECTOR MAY NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AND MAY NOT VOTE. IF AN EMPLOYEE HAS ANY INFLUENCE OVER TRANSACTIONS, PURCHASES, CONTRACTS, OR LEASES INVOLVING A CONFLICT OF INTEREST OR IF THE EMPLOYEE'S RELATIONSHIP WITH SUCH ORGANIZATION COULD REASONABLY BE PERCEIVED AS CONFLICTING WITH THE INTERESTS OF NORTHWESTERN FOUNDATION, THE EMPLOYEE IS REQUIRED TO DISCLOSE THE RELATIONSHIP TO AN OFFICER AS SOON AS POSSIBLE SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,559. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,559. INTERCOMPANY SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 145,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,000. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 65,691. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHWESTERN - ST PAUL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SNELLING AVENUE NORTH | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410711610 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUSTS | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWESTERN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |