NORTHWESTERN FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWESTERN FOUNDATION (EIN 41-1878924)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201831349349304098
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:24:20-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 | BRYON D KRUEGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6516315100 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $4,920,604 | 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 | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $907,505 | PYContributionsGrantsAmt |
| CY Contributions Grants | $619,305 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $165,896 | PYInvestmentIncomeAmt |
| CY Investment Income | $403,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,236 | PYOtherRevenueAmt |
| CY Other Revenue | $71,181 | CYOtherRevenueAmt |
| PY Total Revenue | $1,140,637 | PYTotalRevenueAmt |
| CY Total Revenue | $1,093,743 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $415,181 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $417,485 | 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 | $21,098 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $292,025 | PYOtherExpensesAmt |
| CY Other Expenses | $266,546 | CYOtherExpensesAmt |
| PY Total Expenses | $707,206 | PYTotalExpensesAmt |
| CY Total Expenses | $684,031 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $433,431 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $409,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,454,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,823,469 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,215,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,230,479 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,239,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,592,990 | 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 | $515,861 | ExpenseAmt |
| Grant | $417,485 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TO SECURE, RECEIVE AND MANAGE PLANNED GIFTS ON BEHALF OF PUBLIC CHARITIES INCLUDING UNIVERSITY OF NORTHWESTERN - ST. PAUL, A CHRISTIAN, NONPROFIT 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. AS A FOUNDATION ALSO SERVING THE COMMUNITY, THE FOUNDATION IS ABLE TO ASSIST IN CHARITABLE GIFT PLANNING THAT BENEFITS OTHER NONPROFIT ORGANIZATIONS WHOSE BELIEFS ARE NOT CONTRARY TO THE BELIEFS OR THE MISSION OF THE ORGANIZATION. | Desc |
| Total Program Service Expenses | $515,861 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 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 | 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 | MD | 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 | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYON D KRUEGER | PersonNm |
| 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 (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RONALD HALVERSON | |||||||
| CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY JOHNSON | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR ALAN CURETON | |||||||
| DIRECTOR | 2.00 | 45.00 | Yes (X) | $0 | $364,659 | $41,338 | |
| STAN ERICKSON | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GINGER EWING | |||||||
| 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 SAYRE III | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL E STOLTZ | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN ZWART | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIRBY STOLL | |||||||
| VICE PRESIDENT/FOUNDATION | 9.00 | 31.00 | Yes (X) | $0 | $88,292 | $22,064 | |
| DOUGLAS R SCHROEDER | |||||||
| VP OF BUSINESS/CFO/TREASURER | 2.00 | 45.00 | Yes (X) | $0 | $160,172 | $22,575 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $613,123 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $85,977 | 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 | $24,000 | RelatedOrganizationsAmt |
| All Other Contributions | $595,305 | AllOtherContributionsAmt |
| Noncash Contributions | $418,300 | NoncashContributionsAmt |
| Total Contributions | $619,305 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,183 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,088,935 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,826,861 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $262,074 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,074 | TotalRevenueColumnAmt |
| Exclusion | $262,074 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | 900099 | $68,448 | $68,448 |
| SERVICE REVENUE | 900099 | $2,733 | $2,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $71,181 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,093,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,183 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $333,255 | 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 | $416,135 | TotalAmt |
| Program Services | $416,135 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350 | TotalAmt |
| Program Services | $1,350 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,750 | TotalAmt |
| Program Services | $25,375 | ProgramServicesAmt |
| Management And General | $25,375 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,485 | TotalAmt |
| Management And General | $9,485 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,504 | TotalAmt |
| Management And General | $18,504 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,408 | TotalAmt |
| Program Services | $69,189 | ProgramServicesAmt |
| Management And General | $69,204 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,796 | TotalAmt |
| Program Services | $2,319 | ProgramServicesAmt |
| Management And General | $5,793 | ManagementAndGeneralAmt |
| Fundraising | $16,684 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,544 | TotalAmt |
| Program Services | $886 | ProgramServicesAmt |
| Management And General | $886 | ManagementAndGeneralAmt |
| Fundraising | $1,772 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888 | TotalAmt |
| Fundraising | $888 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,216 | TotalAmt |
| Management And General | $17,216 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMPLIANCE FEES | $1,823 | $607 | $609 | $607 |
| FOOD | $1,132 | $1,132 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,031 | TotalAmt |
| Program Services | $515,861 | ProgramServicesAmt |
| Management And General | $147,072 | ManagementAndGeneralAmt |
| Fundraising | $21,098 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,127 | BOYAmt |
| EOY | $294,865 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,112 | BOYAmt |
| EOY | $352,940 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,200 | BOYAmt |
| EOY | $339,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $38,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $168,300 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,320 | BOYAmt |
| EOY | $168,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,561,136 | BOYAmt |
| EOY | $5,359,327 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,445 | BOYAmt |
| EOY | $270,060 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,454,340 | BOYAmt |
| EOY | $6,823,469 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,189 | BOYAmt |
| EOY | $21,044 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,939 | BOYAmt |
| EOY | $1,209,435 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,128 | BOYAmt |
| EOY | $1,230,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,523,652 | BOYAmt |
| EOY | $1,552,209 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,770 | BOYAmt |
| EOY | $1,085,706 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,885,790 | BOYAmt |
| EOY | $2,955,075 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,239,212 | BOYAmt |
| EOY | $5,592,990 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,454,340 | BOYAmt |
| EOY | $6,823,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $409,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $135,363 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$191,297 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $468,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $425,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $907,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $619,305 | CurrentTaxYearAmt |
| Total | $2,692,998 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $468,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $425,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $907,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $619,305 | CurrentTaxYearAmt |
| Total | $2,692,998 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $796,462 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,896,536 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $177,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,183 | CurrentTaxYearAmt |
| Total | $724,448 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,236 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,181 | CurrentTaxYearAmt |
| Total | $320,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,737,968 | TotalSupportAmt |
| Public Support CY170 | 0.50740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56530 | 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 | INVESTMENT MANAGEMENT FEES - 2012 AMOUNT: $ 57,544. 2013 AMOUNT: $ 60,531. 2014 AMOUNT: $ 64,030. 2015 AMOUNT: $ 63,244. 2016 AMOUNT: $ 68,448. SERVICE REVENUE - 2015 AMOUNT: $ 3,992. 2016 AMOUNT: $ 2,733. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $7,194 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,194 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ENGAGED THE SERVICES OF A LAW FIRM TO ASSIST IN GAINING CLARIFICATION ON LEGISLATION REGARDING A CLAIM INVOLVING THE FOUNDATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 11 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $309,186 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $292,795 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $253,665 | 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 | $2,928,241 | BeginningYearBalanceAmt |
| Contributions | $44,914 | ContributionsAmt |
| Investment Earnings Or Losses | $240,689 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $203,773 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,010,071 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,294,523 | BeginningYearBalanceAmt |
| Contributions | $19,964 | ContributionsAmt |
| Investment Earnings Or Losses | $755 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $135,125 | GrantsOrScholarshipsAmt |
| Other Expenditures | $251,876 | OtherExpendituresAmt |
| End Year Balance | $2,928,241 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,340,322 | BeginningYearBalanceAmt |
| Contributions | $78,535 | ContributionsAmt |
| Investment Earnings Or Losses | $10,684 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $135,018 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,294,523 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,053,615 | BeginningYearBalanceAmt |
| Contributions | $103,564 | ContributionsAmt |
| Investment Earnings Or Losses | $319,510 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $136,367 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,340,322 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,953,945 | BeginningYearBalanceAmt |
| Contributions | $62,835 | ContributionsAmt |
| Investment Earnings Or Losses | $162,053 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $125,218 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,053,615 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.76540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $168,300 | InvestmentCostOrOtherBasisAmt |
| Book Value | $168,300 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $168,300 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $1,209,435 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,209,435 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,019,305 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $135,363 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$191,297 | OtherRevenueAmt |
| Revenue Not Reported | -$55,934 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,075,239 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,504 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $18,504 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,093,743 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $665,527 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $665,527 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,504 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $18,504 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $684,031 | 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 X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION WHICH IS EXEMPT UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE AND IS CONSIDERED OTHER THAN A PRIVATE FOUNDATION. CHARITABLE GIFTS ARE THEREFORE CONSIDERED TAX DEDUCTIBLE. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FOUNDATION HAS NOT BEEN EXAMINED FOR ANY OPEN YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -191,297. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTHWESTERN - ST PAUL | |||||||||
| 3003 SNELLING AVENUE NORTH | SAINT PAUL | MN | 55113 | 410711610 | 501(C)(3) | $149,190 | N/A | N/A | GENERAL SUPPORT AND SCHOLARSHIPS |
| WORLD LITERATURE CRUSADE | |||||||||
| 640 CHAPEL HILLS DRIVE | COLORADO SPRINGS | CO | 80920 | 237093281 | 501(C)(3) | $50,000 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CAMPUS CRUSADE FOR CHRIST | |||||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | 956006173 | 501(C)(3) | $46,620 | N/A | N/A | JESUS FILM PROJECT |
| FIRST EVANGELICAL FREE CHURCH | |||||||||
| 5150 CHICAGO AVENUE | MINNEAPOLIS | MN | 55417 | 410734773 | 501(C)(3) | $24,000 | N/A | N/A | GENERAL, MISSIONS, YOUTH |
| NORTH HEIGHTS LUTHERAN CHURCH | |||||||||
| 1700 WEST HIGHWAY 96 | ARDEN HILLS | MN | 55112 | 410832485 | 501(C)(3) | $22,000 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CENTRAL BAPTIST CHURCH | |||||||||
| 420 ROY STREET NORTH | SAINT PAUL | MN | 55104 | 410773758 | 501(C)(3) | $15,000 | N/A | N/A | LOBBY RENOVATION |
| APPLE RIVER COMMUNITY CHURCH | |||||||||
| 942 US HIGHWAY 8 | AMERY | WI | 54001 | 391499922 | 501(C)(3) | $15,000 | N/A | N/A | GENERAL OPERATING SUPPORT |
| CAMP SHAMINEAU | |||||||||
| PO BOX 244 | MOTLEY | MN | 56466 | 410941920 | 501(C)(3) | $15,000 | N/A | N/A | GENERAL OPERATING SUPPORT |
| EFCA | |||||||||
| 901 EAST 78TH STREET | MINNEAPOLIS | MN | 55420 | 410721672 | 501(C)(3) | $15,000 | N/A | N/A | GENERAL SUPPORT AND ARCHIVE DEPARTMENT |
| NORTH INDIA INDIGENOUS PARTNER | |||||||||
| PO BOX 10685 | SAINT PAUL | MN | 55110 | 455151626 | 501(C)(3) | $10,500 | N/A | N/A | GENERAL OPERATING SUPPORT |
| AMERICAN SWEDISH INSTITUTE | |||||||||
| 2600 PARK AVENUE | MINNEAPOLIS | MN | 55407 | 410711603 | 501(C)(3) | $10,000 | N/A | N/A | GENERAL OPERATING SUPPORT |
| MINNESOTA CHURCH MINISTRIES ASSOCIATION | |||||||||
| 3745 26TH AVENUE SOUTH | MINNEAPOLIS | MN | 55406 | 411837961 | 501(C)(3) | $10,000 | N/A | N/A | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | 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 UNIVERSITY OF NORTHWESTERN - ST. PAUL, UNDER COMMON LEADERSHIP. ADDITIONAL ASSISTANCE WAS PROVIDED TO BENEFIT LOCAL MINISTRIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 | $268,173 | $0 | $29,163 | $0 | $67,323 | $0 | $27,900 | $0 | $13,438 | $0 | $405,997 | $0 | $0 |
| DOUGLAS R SCHROEDER | ||||||||||||||
| VP OF BUSINESS/CFO/TREASURER | $0 | $156,988 | $0 | $0 | $0 | $3,184 | $0 | $9,459 | $0 | $13,116 | $0 | $182,747 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS OF NORTHWESTERN FOUNDATION IS DETERMINED BY UNIVERSITY OF NORTHWESTERN - ST. PAUL, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY UNIVERSITY OF NORTHWESTERN - ST. PAUL TO ESTABLISH THE COMPENSATION: 1. COMPENSATION COMMITTEE 2. COMPENSATION SURVEY OR STUDY 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | EMPLOYER CONTRIBUTION TO 457(F) PLAN: DR. CURETON - PAYMENT OF $12,000 TO 457(F) PLAN ON BEHALF OF DR. CURETON, NOT TAXABLE UNTIL VESTED. |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $418,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | TO SECURE, RECEIVE AND MANAGE PLANNED GIFTS ON BEHALF OF PUBLIC CHARITIES INCLUDING UNIVERSITY OF NORTHWESTERN - ST. PAUL. |
| 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. |
| 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 AND APPROVED 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 DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 69,189. MANAGEMENT AND GENERAL EXPENSES 69,204. FUNDRAISING EXPENSES 15. TOTAL EXPENSES 138,408. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -191,297. |
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 (2) | 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 |