STATE UNIVERSITY OF IOWA FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STATE UNIVERSITY OF IOWA FOUNDATION (EIN 42-0796760)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-09
- IRS object ID
- 201800689349301300
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-09T15:50:52-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | 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 | 420796760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE UNIVERSITY OF IOWA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAT | BusinessNameControlTxt |
| Phone | 3193353305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4550 | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 522444550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI P FURMAN | PersonNm |
| Person Title | VP, CFO & TREASURER | PersonTitleTxt |
| Phone | 3193353305 | PhoneNum |
| Signature | 2018-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.132.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-27 | IPDt |
| IP Tm | 15:12:02 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4112A9C970F97488D3F1246396EE2EB9B9E618F1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D04D5DB1DA516F7CDE7A72D4ABD32318AB2DC8AF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF IOWA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNETTE L MARSHALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4550 | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $211,257,134 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORIOWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR MISSION STATEMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 209 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | -$1,025,545 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,050,147 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $134,251,208 | PYContributionsGrantsAmt |
| CY Contributions Grants | $154,869,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,901,872 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,943,683 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,424,479 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,530,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,880,127 | PYOtherRevenueAmt |
| CY Other Revenue | $295,012 | CYOtherRevenueAmt |
| PY Total Revenue | $160,457,686 | PYTotalRevenueAmt |
| CY Total Revenue | $181,639,162 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $97,153,772 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $132,186,603 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,338,445 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,126,966 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $970,349 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $879,048 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,366,714 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,595,033 | PYOtherExpensesAmt |
| CY Other Expenses | $6,031,971 | CYOtherExpensesAmt |
| PY Total Expenses | $124,057,599 | PYTotalExpensesAmt |
| CY Total Expenses | $161,224,588 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,400,087 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,414,574 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,345,916,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,455,176,704 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $125,695,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $125,986,382 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,220,221,663 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,329,190,322 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR MISSION STATEMENT | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $133,308,033 | ExpenseAmt |
| Grant | $132,186,603 | GrantAmt |
| Revenue | $18,264,240 | RevenueAmt |
| Desc | GRANTS PROVIDE RESOURCES TO THE UNIVERSITY OF IOWA FOR STUDENT AND FACULTY SUPPORT, RESEARCH, CAPITAL PROJECTS AND PROGRAM SUPPORT | Desc |
| Total Program Service Expenses | $133,308,033 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 209 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NV | 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 | 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 | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRI FURMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193353305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST PARK ROAD PO BOX 4550 | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 522444550 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DALE E BAKER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| P SUE BECKWITH | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS R BUROKER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES W CARNEY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW W CODE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH H CONGDON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN A DORE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE R ELLIG | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J FISHER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CASSANDRA S FOENS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NOLDEN GENTRY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN R GRUNEICH | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD A HADLEY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS R HANSON | |||||||||
| VICE CHAIR/DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| J BRUCE HARRELD | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL HAVENMANN-LYNCH | |||||||||
| DIRECTOR (EFFECTIVE 10/16) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIEKELEEN HART | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD HEINEKING | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A HOAK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER L LANDE | |||||||||
| DIRECTOR (UNTIL 10/16) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS K LANE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE A PETERSEN LINDER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CASEY D MAHON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA A MCKENZIE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN PAPPAJOHN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY F SEAMANS | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY JOY STEAD | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGS G THOMOPULOS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN R TROSS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS VEALE | |||||||||
| DIRECTOR (EFFECTIVE 10/16) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W VERHILLE | |||||||||
| DIRECTOR (UNTIL 10/16) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY B WILLIS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE ZAHARIS | |||||||||
| CHAIR/DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LYNETTE L MARSHALL | |||||||||
| PRESIDENT | 40.00 | 6.00 | $472,826 | $0 | $43,880 | Yes (X) | |||
| TIFFANI K SHAW | |||||||||
| VP/ASST SECRETARY | 40.00 | 6.00 | $297,060 | $0 | $42,453 | Yes (X) | |||
| SHERRI P FURMAN | |||||||||
| CFO/TREASURER | 40.00 | 11.00 | $179,858 | $0 | $35,677 | Yes (X) | |||
| DIANE K BROWNLEE | |||||||||
| SECRETARY | 40.00 | 5.00 | $55,255 | $0 | $6,345 | Yes (X) | |||
| JACKIE LEWIS | |||||||||
| SENIOR VP DEVELOPMENT | 40.00 | $258,692 | $0 | $34,246 | Yes (X) | ||||
| DAVID TRIPLETT | |||||||||
| VP DEVELOPMENT RESOURCES(UNTIL 5/17) | 40.00 | $202,374 | $0 | $37,333 | Yes (X) | ||||
| SHEILA BALDWIN | |||||||||
| VP HEALTH SCIENCES DEVELOP | 40.00 | $172,031 | $0 | $45,709 | Yes (X) | ||||
| JIM BETHEA | |||||||||
| VP/CHIEF INVESTMENT OFFICE | 40.00 | $221,468 | $0 | $34,420 | Yes (X) | ||||
| TOM K DEPRENGER | |||||||||
| VP PRINCIPAL GIFTS | 40.00 | $187,373 | $0 | $40,643 | Yes (X) | ||||
| DAVID DIERKS | |||||||||
| VICE PRESIDENT | 40.00 | $192,539 | $0 | $32,277 | Yes (X) | ||||
| SHAWN WAX | |||||||||
| VP MAIN CAMPUS DEV (UNTIL 1/17) | 40.00 | $192,194 | $0 | $39,315 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,431,670 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $392,298 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERGENT INC | |||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | MAIL SOLICITATION | $514,541 |
| RUFFALO NOEL LEVITZ | |||||
| PO BOX 718 | DES MOINES | IA | 50303 | TELEPHONE SOLICITATION | $475,212 |
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 31193 | SOFTWARE DEV/CONSULTANTS | $330,072 |
| FUND EVALUATION GROUP LLC | |||||
| PO BOX 78000 | DETROIT | MI | 48278 | FINANCIAL CONSULTANT | $274,253 |
| KP - JMP LLC | |||||
| 45 BRAINTREE HILL OFFICE PARK STE 2 | BRAINTREE | MA | 02184 | PRINT & MAIL | $203,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $154,869,675 | AllOtherContributionsAmt |
| Noncash Contributions | $11,026,225 | NoncashContributionsAmt |
| Total Contributions | $154,869,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,943,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,943,683 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,943,683 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,006,663 | TotalRevenueColumnAmt |
| Exclusion | $5,006,663 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,142,101 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,617,972 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,524,129 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,524,129 | TotalRevenueColumnAmt |
| Exclusion | $4,524,129 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MNGMT & SERVICE FEE INCOME | 900099 | $1,320,557 | $1,320,557 | |
| INVESTMENT PARTNERSHIP | 900099 | -$1,025,545 | -$1,025,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $295,012 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,639,162 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,264,240 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,025,545 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,530,792 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,186,603 | TotalAmt |
| Program Services | $132,186,603 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,845,422 | TotalAmt |
| Program Services | $226,661 | ProgramServicesAmt |
| Management And General | $738,657 | ManagementAndGeneralAmt |
| Fundraising | $880,104 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,916,605 | TotalAmt |
| Program Services | $693,961 | ProgramServicesAmt |
| Management And General | $6,045,433 | ManagementAndGeneralAmt |
| Fundraising | $9,177,211 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,771,166 | TotalAmt |
| Program Services | $126,078 | ProgramServicesAmt |
| Management And General | $1,069,210 | ManagementAndGeneralAmt |
| Fundraising | $1,575,878 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,256 | TotalAmt |
| Program Services | $25,013 | ProgramServicesAmt |
| Management And General | $190,097 | ManagementAndGeneralAmt |
| Fundraising | $285,146 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,517 | TotalAmt |
| Program Services | $49,717 | ProgramServicesAmt |
| Management And General | $426,627 | ManagementAndGeneralAmt |
| Fundraising | $617,173 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,050 | TotalAmt |
| Management And General | $64,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,829 | TotalAmt |
| Management And General | $90,829 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,048 | TotalAmt |
| Fundraising | $879,048 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,746 | TotalAmt |
| Management And General | $302,446 | ManagementAndGeneralAmt |
| Fundraising | $26,300 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,942 | TotalAmt |
| Fundraising | $983,942 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,314 | TotalAmt |
| Management And General | $633,911 | ManagementAndGeneralAmt |
| Fundraising | $6,403 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,684 | TotalAmt |
| Management And General | $1,037,684 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,525 | TotalAmt |
| Management And General | $495,525 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,445 | TotalAmt |
| Fundraising | $377,445 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,388 | TotalAmt |
| Management And General | $111,388 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,266 | TotalAmt |
| Management And General | $815,266 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,398 | TotalAmt |
| Management And General | $186,398 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| STAFF TRAINING & DEVELO | $424,993 | $293,245 | $131,748 |
| POSTAGE/MAIL HANDLING | $241,443 | $12,072 | $229,371 |
| PRINTING/PUBLICATIONS | $205,572 | $37,003 | $168,569 |
| STAFF RECRUITMENT | $28,376 | $28,376 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,224,588 | TotalAmt |
| Program Services | $133,308,033 | ProgramServicesAmt |
| Management And General | $12,549,841 | ManagementAndGeneralAmt |
| Fundraising | $15,366,714 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,255,546 | BOYAmt |
| EOY | $20,763,030 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,811,615 | BOYAmt |
| EOY | $147,357,849 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,037 | BOYAmt |
| EOY | $241,959 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,243,424 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,604,874 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,156,738 | BOYAmt |
| EOY | $22,638,550 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,808,163 | BOYAmt |
| EOY | $848,275,764 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,656,568 | BOYAmt |
| EOY | $415,899,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345,916,667 | BOYAmt |
| EOY | $1,455,176,704 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,413,798 | BOYAmt |
| EOY | $2,134,777 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,345,000 | BOYAmt |
| EOY | $1,605,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,936,206 | BOYAmt |
| EOY | $122,246,605 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,695,004 | BOYAmt |
| EOY | $125,986,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,911,483 | BOYAmt |
| EOY | $29,599,390 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,362,184 | BOYAmt |
| EOY | $605,023,813 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,947,996 | BOYAmt |
| EOY | $694,567,119 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,221,663 | BOYAmt |
| EOY | $1,329,190,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345,916,667 | BOYAmt |
| EOY | $1,455,176,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,414,574 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $88,508,959 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $45,126 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,710,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,169,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,648,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,251,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,869,675 | CurrentTaxYearAmt |
| Total | $597,649,852 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,710,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,169,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,648,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,251,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154,869,675 | CurrentTaxYearAmt |
| Total | $597,649,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $71,991,022 | SubstantialContributorsTotAmt |
| Public Support Total170 | $525,658,830 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,857,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,517,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,923,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,388,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,016,315 | CurrentTaxYearAmt |
| Total | $21,703,390 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $606,751 | CurrentTaxYearMinus1YearAmt |
| Total | $606,751 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,433,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,291,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,711,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,175,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,264,240 | CurrentTaxYearAmt |
| Total | $75,875,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $695,835,949 | TotalSupportAmt |
| Public Support CY170 | 0.75540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $761,545,397 | BeginningYearBalanceAmt |
| Contributions | $36,351,714 | ContributionsAmt |
| Investment Earnings Or Losses | $70,508,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,755,004 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,960,042 | OtherExpendituresAmt |
| End Year Balance | $835,690,302 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $747,226,268 | BeginningYearBalanceAmt |
| Contributions | $56,125,986 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,255,189 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,994,219 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,557,449 | OtherExpendituresAmt |
| End Year Balance | $761,545,397 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $724,945,770 | BeginningYearBalanceAmt |
| Contributions | $29,997,289 | ContributionsAmt |
| Investment Earnings Or Losses | $19,811,108 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,231,084 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,296,815 | OtherExpendituresAmt |
| End Year Balance | $747,226,268 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $648,875,735 | BeginningYearBalanceAmt |
| Contributions | $23,799,786 | ContributionsAmt |
| Investment Earnings Or Losses | $76,629,175 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,103,080 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,255,846 | OtherExpendituresAmt |
| End Year Balance | $724,945,770 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $587,791,442 | BeginningYearBalanceAmt |
| Contributions | $24,649,021 | ContributionsAmt |
| Investment Earnings Or Losses | $59,624,505 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,442,297 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,746,936 | OtherExpendituresAmt |
| End Year Balance | $648,875,735 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $5,488,110 | InvestmentCostOrOtherBasisAmt |
| Book Value | $5,488,110 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,768,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,791,912 | DepreciationAmt |
| Book Value | $15,976,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,418,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,271,681 | DepreciationAmt |
| Book Value | $1,146,501 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,568,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,541,281 | DepreciationAmt |
| Book Value | $27,186 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,638,550 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ASSETS IN LIVING TRUSTS | $59,549,660 | F |
| FACILITIES CORPORATION | $2,005,333 | F |
| CASH VALUE OF LIFE INSURANCE | $7,037,014 | F |
| BENEFICIAL INT PERPETUAL TRUST | $16,480,793 | F |
| MANAGED SEPARATE INVESTMENT ACCTS | $329,890,340 | F |
| OTHER | $936,412 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $415,899,552 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY AND LIFE INCOME OBLIGATIONS | $24,407,686 |
| AMOUNT HELD ON BEHALF OF OTHERS | $97,838,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $122,246,605 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $270,365,759 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $88,508,959 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $217,638 | OtherRevenueAmt |
| Revenue Not Reported | $88,726,597 | RevenueNotReportedAmt |
| Revenue Subtotal | $181,639,162 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $181,639,162 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $161,397,100 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $172,512 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $172,512 | ExpensesNotReportedAmt |
| Expenses Subtotal | $161,224,588 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $161,224,588 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE INVESTMENT OBJECTIVE OF THE ENDOWMENT IS TO SEEK MAXIMUM TOTAL RETURN CONSISTENT WITH THE PRESERVATION OF PRINCIPAL, DIVERSIFICATION AND AVOIDANCE OF EXCESSIVE RISK. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2014 NOR HAS THE FOUNDATION BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCOME OF UNIVERSITY OF IOWA FACILITIES CORPORATION 217,638. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF UNIVERSITY OF IOWA FACILITIES CORPORATION 172,512. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $27,117,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $11,740,000 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $4,549,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $43,406,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $43,406,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ACCOUNTING METHOD IS FAIR MARKET VALUE |
| PART I | THE ORGANIZATION RECEIVED CONTRIBUTIONS FROM DONORS OUTSIDE THE U.S. DURING THE TAX YEAR AND HAD NO FOREIGN EXPENDITURES DURING THE YEAR. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| AMERGENT INC | ||||||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | MAIL SOLICITATION | 0 | $699,879 | $520,936 | $178,943 |
| RUFFALO NOEL LEVITZ | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | TELEPHONE SOLICITATION | 0 | $394,625 | $358,047 | $36,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,094,504 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $878,983 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $215,521 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE UNIVERSITY OF IOWA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 JESSUP HALL | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 522421316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 426004813 | RecipientEIN |
| IRC Section | SECTION 115 | IRCSectionDesc |
| Cash Grant | $132,186,603 | CashGrantAmt |
| Purpose Of Grant | STUDENT FINANCIAL AID, RESEARCH & ACADEMIC PROGRAMS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | 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 | GRANTS (OR TRANSFERS TO THE UNIVERSITY OF IOWA) FROM THE UNIVERSITY OF IOWA FOUNDATION ARE SUBJECT TO UNIVERSITY OF IOWA AND UNIVERSITY OF IOWA FOUNDATION POLICIES AND PROCEDURES. BY SUBMISSION OF AN APPROVED REQUEST FOR TRANSFER OR EXPENDITURE, THE UNIVERSITY OF IOWA DEPARTMENT ACKNOWLEDGES THAT THE EXPENSE COMPLIES WITH DONOR INTENT AS SPECIFIED IN THE DONOR INTENT DOCUMENT SUPPLIED AT THE TIME THE GIFT IS RECEIVED FROM THE DONOR. ALL TRANSFER REQUESTS MUST INCLUDE A WRITTEN DESCRIPTION OF THE NATURE, DATE, PURPOSE AND THE AMOUNT OF THE REIMBURSABLE EXPENSE AND SIGNATURE OF AN AUTHORIZED UNIVERSITY OF IOWA ACCOUNT REPRESENTATIVE. ULTIMATE EXPENDITURE FOR THE SPECIFIED PURPOSE MUST BE MADE THROUGH UNIVERSITY OF IOWA IN ACCORDANCE WITH ITS PURCHASING POLICIES. SUPPORTING DOCUMENTATION MUST BE ATTACHED OR BE AVAILABLE IF REQUESTED BY THE UNIVERSITY OF IOWA FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNETTE L MARSHALL | ||||||||||||||
| PRESIDENT | $391,274 | $0 | $80,004 | $0 | $1,548 | $0 | $26,500 | $0 | $17,380 | $0 | $516,706 | $0 | $0 | $0 |
| TIFFANI K SHAW | ||||||||||||||
| VP/ASST SECRETARY | $281,884 | $0 | $14,636 | $0 | $540 | $0 | $26,500 | $0 | $15,953 | $0 | $339,513 | $0 | $0 | $0 |
| SHERRI P FURMAN | ||||||||||||||
| CFO/TREASURER | $178,310 | $0 | $0 | $0 | $1,548 | $0 | $18,513 | $0 | $17,164 | $0 | $215,535 | $0 | $0 | $0 |
| JACKIE LEWIS | ||||||||||||||
| SENIOR VP DEVELOPMENT | $244,864 | $0 | $13,000 | $0 | $828 | $0 | $25,283 | $0 | $8,963 | $0 | $292,938 | $0 | $0 | $0 |
| DAVID TRIPLETT | ||||||||||||||
| VP DEVELOPMENT RESOURCES(UNTIL 5/17) | $197,802 | $0 | $0 | $0 | $4,572 | $0 | $20,418 | $0 | $16,915 | $0 | $239,707 | $0 | $0 | $0 |
| SHEILA BALDWIN | ||||||||||||||
| VP HEALTH SCIENCES DEVELOP | $164,671 | $0 | $7,000 | $0 | $360 | $0 | $17,929 | $0 | $27,780 | $0 | $217,740 | $0 | $0 | $0 |
| JIM BETHEA | ||||||||||||||
| VP/CHIEF INVESTMENT OFFICE | $221,108 | $0 | $0 | $0 | $360 | $0 | $22,500 | $0 | $11,920 | $0 | $255,888 | $0 | $0 | $0 |
| TOM K DEPRENGER | ||||||||||||||
| VP PRINCIPAL GIFTS | $178,825 | $0 | $7,000 | $0 | $1,548 | $0 | $18,588 | $0 | $22,055 | $0 | $228,016 | $0 | $0 | $0 |
| DAVID DIERKS | ||||||||||||||
| VICE PRESIDENT | $142,907 | $0 | $45,060 | $0 | $4,572 | $0 | $16,119 | $0 | $16,158 | $0 | $224,816 | $0 | $0 | $0 |
| SHAWN WAX | ||||||||||||||
| VP MAIN CAMPUS DEV (UNTIL 1/17) | $184,654 | $0 | $7,000 | $0 | $540 | $0 | $19,323 | $0 | $19,992 | $0 | $231,509 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 246 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,630,506 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG OF HIGH & LOW | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,006 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $988,911 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTUARIAL CALCULATION | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,386,802 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINE 9, 10, 11 NUMBER OF CONTRIBUTIONS RECEIVED LINE 16 NUMBER OF PROPERTIES SOLD | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE UNIVERSITY OF IOWA FOUNDATION WAS ESTABLISHED TO RAISE PRIVATE GIFT SUPPORT ON BEHALF OF THE UNIVERSITY OF IOWA AND TO SERVE AS THE UNIVERSITY'S PRIMARY FUNDRAISING ORGANIZATION. OUR MISSION STATEMENT IS: ADVANCING THE UNIVERSITY OF IOWA AND FULFILLING THE ASPIRATIONS OF THOSE IT SERVES. |
| FORM 990, PART III, PAGE 2: BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION | THE UNIVERSITY OF IOWA FOUNDATION WAS ESTABLISHED TO RAISE PRIVATE GIFT SUPPORT ON BEHALF OF THE UNIVERSITY OF IOWA, AND TO SERVE AS THE UNIVERSITY'S PRIMARY FUNDRAISING ORGANIZATION. OUR MISSION STATEMENT IS: ADVANCING THE UNIVERSITY OF IOWA AND FULFILLING THE ASPIRATIONS OF THOSE IT SERVES. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE STATE UNIVERSITY OF IOWA FOUNDATION'S BOARD OF DIRECTORS THROUGH ITS BYLAWS, DELEGATES AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AND EXERCISES ALL OF THE POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD TO THE EXTENT PERMITTED BY LAW. REPORTS OF THE ACTION OF THE EXECUTIVE COMMITTEE ARE SUBMITTED TO THE BOARD AT ITS NEXT MEETING FOLLOWING THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD AND NOT FEWER THAN THREE OR MORE THAN NINE MEMBERS OF THE BOARD APPOINTED BY THE BOARD AT ITS ANNUAL MEETING. THE PRESIDENT OF THE STATE UNIVERSITY OF IOWA IS AN EX OFFICIO MEMBER WITH VOTING POWER. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A SUBCOMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS A DETAILED REVIEW OF THE FORM 990. FOLLOWING THE DETAILED REVIEW, THE FINAL FORM 990 IS POSTED ON THE BOARD WEBSITE AND ALL BOARD MEMBERS ARE NOTIFIED TO ACCESS THE WEBSITE AND REVIEW THE FORM PRIOR TO THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STATE UNIVERSITY OF IOWA FOUNDATION'S (UIF) BOARD OF DIRECTORS, BOARD COMMITTEE MEMBERS, AND OFFICERS (RESPONSIBLE PERSONS) HAVE A DUTY TO CONDUCT ACTIVITIES OF THE UIF WITH THE HIGHEST ETHICAL STANDARDS AND TO MAKE DECISIONS CONCERNING THE UIF SOLELY TO ADVANCE ITS MISSION AND INTERESTS. THIS CONFLICT OF INTEREST POLICY IS TO ASSIST THE FOUNDATION AND RESPONSIBLE PERSONS IN IDENTIFYING SITUATIONS THAT PRESENT POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AND TO SPECIFY PROCEDURES FOR MANAGING THEM. REPORTING PROCEDURES: EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE AND SUBMIT A STATEMENT SETTING FORTH ANY AND ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST THAT ARE ANTICIPATED TO OCCUR IN THE COMING FISCAL YEAR. THE ANNUAL STATEMENT WILL BE INITIALLY REVIEWED BY THE CHAIR OF THE BOARD. IN ADDITION TO THE ANNUAL DISCLOSURE STATEMENT, UPON BECOMING AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST NOT PREVIOUSLY DISCLOSED, A RESPONSIBLE PERSON MUST PROMPTLY REPORT IN WRITING TO THE CHAIR OF THE BOARD. THE CHAIR'S ANNUAL STATEMENT AND SUPPLEMENTAL REPORTS, IF ANY, SHALL BE REVIEWED BY THE EXECUTIVE COMMITTEE. DETERMINATION OF CONFLICT: THE EXECUTIVE COMMITTEE, WITHOUT THE AFFECTED RESPONSIBLE PERSON PRESENT, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THE MATERIAL FACTS OF THE RESPONSIBLE PERSON'S CONFLICT OF INTEREST WILL BE DISCLOSED TO THE BOARD OF DIRECTORS. ACTION AND RECUSAL: THE BOARD SHALL DETERMINE WHETHER TO AUTHORIZE, APPROVE OR RATIFY THE ARRANGEMENT/TRANSACTION BASED SOLELY ON WHETHER IT IS IN THE BEST INTEREST OF THE STATE UNIVERSITY OF IOWA FOUNDATION IN PERFORMING ITS MISSION. THE AUTHORIZATION, APPROVAL AND/OR RATIFICATION MUST BE ACCOMPLISHED BY AN AFFIRMATIVE VOTE, AS APPLICABLE, OF A MAJORITY OF THE DIRECTORS ON THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE ARRANGEMENT/TRANSACTION. IT MAY NOT BE MADE BY A SINGLE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL SERVE AS A COMPENSATION COMMITTEE IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITIES FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF THE COMPENSATION AND BENEFITS PAID TO THE PRESIDENT AND CEO, THE EXECUTIVE VICE PRESIDENT, COO, CFO AND TREASURER, OTHER BOARD ELECTED OFFICIALS, AND KEY EMPLOYEES (COLLECTIVELY REFERRED TO AS DISQUALIFIED PERSONS). THE EXECUTIVE COMMITTEE SHALL PERFORM THE FOLLOWING RESPONSIBILITIES: 1. ESTABLISH PERFORMANCE CRITERIA, SET TERMS OF EMPLOYMENT, AND ESTABLISH TOTAL COMPENSATION ARRANGEMENT FOR THE PRESIDENT AND CEO. 2. IDENTIFY, WITH THE ASSISTANCE OF THE PRESIDENT, OTHER DISQUALIFIED PERSONS. 3. REVIEW AND APPROVE RECOMMENDATIONS OF THE PRESIDENT OF THE TERMS OF EMPLOYMENT AND TOTAL COMPENSATION OF ALL DISQUALIFIED PERSONS. THE EXECUTIVE COMMITTEE SHALL REGULARLY OBTAIN, REVIEW AND CONSIDER RELEVANT COMPARATIVE DATA OF COMPENSATION AND BENEFIT LEVELS PAID/PROVIDED BY SIMILARLY SITUATED ORGANIZATIONS. THE STATE UNIVERSITY OF IOWA FOUNDATION ANNUALLY PERFORMS A COMPENSATION REVIEW FOR ALL OFFICERS, KEY EMPLOYEES, AND FIVE HIGHEST PAID EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST; INSTRUCTIONS FOR DOING SO ARE INCLUDED ON THE FOUNDATION'S WEBSITE (WWW.FORIOWA.ORG). |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS OF THE UNIVERSITY OF IOWA FACILITIES CORPORATION 45,126. |
| SUBSEQUENT EVENT | IN SEPTEMBER, 2017 THE BOARDS OF THE UNIVERSITY OF IOWA FOUNDATION (THE FOUNDATION) AND THE UNIVERSITY OF IOWA ALUMNI ASSOCIATION (THE ASSOCIATION) VOTED IN FAVOR OF MERGING THE ASSOCIATION WITH THE FOUNDATION TO CREATE ONE NEW UNIFIED ORGANIZATION. THE UNIVERSITY OF IOWA FOUNDATION WILL CONTINUE IN EXISTENCE AS THE SURVIVING ORGANIZATION. THE EFFECTION DATE OF THE TRANSACTION WILL BE DECEMBER 31, 2017. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF IOWA FACILITIES CORPORATION | |||||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | 420931777 | PROPERTY ACQUISITION | IA | 501(C)3 | LINE 12A, I | STATE UNIVERSITY OF IOWA FOUNDATION | Yes (1) | |
| STANLEY-UNIVERSITY OF IOWA FOUNDATION SUPPORT ORGANIZATION | |||||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | 421129040 | SUPPORT ORGANIZATION | IA | 501(C)3 | LINE 12A, I | STATE UNIVERSITY OF IOWA FOUNDATION | Yes (1) | |
| JACK R VOLLERTSEN ANNUITY TRUST | |||||||||||
| US BANK NA PO BOX 2043 | MILWAUKEE | WI | 53201 | 421284566 | SUPPORT ORGANIZATION | IA | 501(C)3 | LINE 12C, III-FI | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STANLEY-UNIVERSITY OF IOWA FOUNDATION SUPPORT ORGANIZATION | ||
| S | $408,000 | BOARD APPROVAL |
| STANLEY-UNIVERSITY OF IOWA FOUNDATION SUPPORT ORGANIZATION | ||
| Q | $130,917 | INVESTMENT MGMT FEE |