UNIVERSITY OF ARIZONA FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ARIZONA FOUNDATION (EIN 86-6050388)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-22
- IRS object ID
- 201820819349300932
- Schema version
- 2016v3.1
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-22T15:21:21-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | 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 | 866050388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARIZONA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RITA WILLIAMS | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5206213340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NORTH CHERRY AVENUE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J CRAIG BARKER | PersonNm |
| Person Title | SVP, FINANCIAL SVCS | PersonTitleTxt |
| Phone | 5206213340 | PhoneNum |
| Signature | 2018-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN T RUTTI | PreparerPersonNm |
| PTIN | P00775456 | PTIN |
| Phone | 6023223000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 86597020180815000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-03-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 75C5EDAB7EBB92AAB100D8D7E73F8E6643DC4F33 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DEDF34207A7BB5AB17CA6F8B65438BE6F50EB5D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN-PAUL ROCZNIAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NORTH CHERRY AVENUE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $227,794,102 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | THE UNIV. OF AZ FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIV. OF AZ THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 108 | TotalEmployeeCnt |
| Total Volunteers | 132 | TotalVolunteersCnt |
| Total Gross UBI | -$1,049,076 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,049,076 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $75,829,110 | PYContributionsGrantsAmt |
| CY Contributions Grants | $80,968,962 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,532,591 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,171,723 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,610,198 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,544,659 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$974,080 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,007,791 | CYOtherRevenueAmt |
| PY Total Revenue | $111,997,819 | PYTotalRevenueAmt |
| CY Total Revenue | $118,677,553 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $72,403,412 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $67,785,907 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,499,056 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,600,893 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,546,537 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,237,283 | PYOtherExpensesAmt |
| CY Other Expenses | $19,479,634 | CYOtherExpensesAmt |
| PY Total Expenses | $99,139,751 | PYTotalExpensesAmt |
| CY Total Expenses | $94,866,434 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,858,068 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,811,119 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $825,183,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $897,903,034 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $209,839,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,863,853 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $615,344,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $678,039,181 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $72,196,274 | ExpenseAmt |
| Grant | $67,785,907 | GrantAmt |
| Revenue | $7,171,723 | RevenueAmt |
| Desc | THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. INCORPORATED IN 1958, THE UNIVERSITY OF ARIZONA FOUNDATION PROVIDES ASSISTANCE TO THE UNIVERSITY OF ARIZONA IN TWO AREAS: FUND-RAISING AND ASSET MANAGEMENT. | Desc |
| Total Program Service Expenses | $72,196,274 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 442 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 108 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA WILLIAMS | PersonNm |
| Phone | 5206213027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NORTH CHERRY AVENUE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 82721 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN-PAUL ROCZNIAK | |||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $381,878 | $0 | $30,265 | ||
| PATRICIA A BARTLETT | |||||||||
| SECRETARY | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETSEY E BAYLESS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ARCHIBALD M BROWN JR | |||||||||
| TREASURER | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN F CHAVEZ | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GINNY L CLEMENTS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L DAVIS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A DEBELL | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KARL ELLER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA A ENGELS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER A FASSEAS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN H FRANKE | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANN WEAVER HART | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MAXINE G HENIG | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TED H HINDERAKER | |||||||||
| VICE CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HUMMEL | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID G HUTCHENS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROY A JUDELSON | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS W KEATING | |||||||||
| PAST CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J LEWIS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA K LOHSE | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN W LYNN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J MARIETTI | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LEA P MARQUEZ PETERSON | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY J MASON JR | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KELLIE TERHUNE NEELY | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA B ROBIN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOEY RODOLFO | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER W SALTER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD H SILVERMAN | |||||||||
| CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH B SMALLHOUSE | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOAN M SWEENEY | |||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JON O UNDERWOOD | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J CRAIG BARKER | |||||||||
| SR VP, FINANCIAL SERVICES | 40.0 | 0.0 | Yes (X) | $286,897 | $0 | $28,958 | |||
| VICKI B FLEISCHER | |||||||||
| SR VP, DEVELOPMENT | 40.0 | 0.0 | $198,597 | $0 | $24,014 | Yes (X) | |||
| JENNY R FLYNN | |||||||||
| SR VP, DEVELOPMENT SERVICES | 40.0 | 0.0 | $198,036 | $0 | $33,933 | Yes (X) | |||
| ANDREA L MILLER | |||||||||
| SR VP, LEADERSHIP GIVING | 40.0 | 0.0 | $174,099 | $0 | $17,456 | Yes (X) | |||
| KEN R DILDINE | |||||||||
| VP, FIDUCIARY COMPLIANCE | 40.0 | 0.0 | $168,762 | $0 | $25,495 | Yes (X) | |||
| RITA M WILLIAMS | |||||||||
| VP, FINANCIAL SERVICES | 40.0 | 0.0 | $165,897 | $0 | $32,271 | Yes (X) | |||
| BARRY D BENSON | |||||||||
| SR VP, REGIONAL DEVELOPMENT | 40.0 | 0.0 | $199,284 | $0 | $34,086 | Yes (X) | |||
| MICHAEL A TORREGROSSA | |||||||||
| SR DIR, INFORMATION TECHNOLOGY | 40.0 | 0.0 | $125,415 | $0 | $24,808 | Yes (X) | |||
| EMILY F WALSH | |||||||||
| SR DIR, STRATEGIC PROSPECTS | 40.0 | 0.0 | $125,296 | $0 | $23,228 | Yes (X) | |||
| LAURIE J CARLIN | |||||||||
| SR DIR, HUMAN RESOURCES | 40.0 | 0.0 | $103,995 | $0 | $23,822 | Yes (X) | |||
| JOHN M DETLOFF | |||||||||
| SR ENT SYSTEMS ARCHITECT | 40.0 | 0.0 | $103,707 | $0 | $23,809 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,231,863 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $322,145 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUFFALOCODY HOLDINGS LLC | |||||
| PO Box 718 | DES MOINES | IA | 503030718 | TELEPHONE OUTREACH | $370,322 |
| KASPICK COMPANY LLC | |||||
| 203 REDWOOD SHORES PARKWAY | REDWOOD CITY | CA | 94065 | ADMIN/ADVISORY SVCS | $352,876 |
| FUND EVALUATION GROUP LLC | |||||
| PO BOX 639176 | TUCSON | AZ | 85701 | INVESTMENT SERVICES | $334,761 |
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE CONSULTANTS | $315,440 |
| ION JETS LLC | |||||
| 15220 N 75TH STREET | SCOTTSDALE | AZ | 85260 | TRANSPORTATION SVCS | $313,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $80,968,962 | AllOtherContributionsAmt |
| Noncash Contributions | $17,240,772 | NoncashContributionsAmt |
| Total Contributions | $80,968,962 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES AND SEMINARS | 611710 | $2,810,689 | $2,810,689 |
| OTHER PROFESSIONAL SERVICES | 541900 | $4,361,034 | $4,361,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,171,723 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,503,445 | TotalRevenueColumnAmt |
| Exclusion | $20,503,445 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,285 | TotalRevenueColumnAmt |
| Exclusion | $41,285 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,157,763 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,116,549 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,041,214 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,041,214 | TotalRevenueColumnAmt |
| Exclusion | $11,041,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASS THROUGH | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | -$1,049,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,049,076 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$1,049,076 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,677,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,171,723 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,049,076 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,585,944 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,785,907 | TotalAmt |
| Program Services | $67,785,907 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,144,354 | TotalAmt |
| Management And General | $916,603 | ManagementAndGeneralAmt |
| Fundraising | $1,227,751 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,152,471 | TotalAmt |
| Management And General | $1,729,570 | ManagementAndGeneralAmt |
| Fundraising | $2,422,901 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,242 | TotalAmt |
| Management And General | $75,054 | ManagementAndGeneralAmt |
| Fundraising | $84,188 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,717 | TotalAmt |
| Management And General | $319,866 | ManagementAndGeneralAmt |
| Fundraising | $384,851 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,109 | TotalAmt |
| Management And General | $199,797 | ManagementAndGeneralAmt |
| Fundraising | $240,312 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,889 | TotalAmt |
| Fundraising | $100,889 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,262 | TotalAmt |
| Management And General | $70,262 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,134 | TotalAmt |
| Management And General | $248,134 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,800 | TotalAmt |
| Management And General | $61,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,143,286 | TotalAmt |
| Management And General | $9,143,286 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,588,702 | TotalAmt |
| Program Services | $1,035,819 | ProgramServicesAmt |
| Management And General | $722,075 | ManagementAndGeneralAmt |
| Fundraising | $830,808 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,693 | TotalAmt |
| Program Services | $59,960 | ProgramServicesAmt |
| Management And General | $253,339 | ManagementAndGeneralAmt |
| Fundraising | $207,394 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,335 | TotalAmt |
| Program Services | $57,392 | ProgramServicesAmt |
| Management And General | $829,745 | ManagementAndGeneralAmt |
| Fundraising | $112,198 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,500 | TotalAmt |
| Program Services | $943,797 | ProgramServicesAmt |
| Management And General | $16,235 | ManagementAndGeneralAmt |
| Fundraising | $243,468 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,893,680 | TotalAmt |
| Program Services | $2,277,646 | ProgramServicesAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
| Fundraising | $1,610,034 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,077 | TotalAmt |
| Management And General | $165,077 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,443 | TotalAmt |
| Management And General | $92,443 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROPERTY EXPENSES | $128,255 | $35,753 | $92,502 | $0 |
| FEES & CHARGES | $263,578 | $0 | $181,835 | $81,743 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,866,434 | TotalAmt |
| Program Services | $72,196,274 | ProgramServicesAmt |
| Management And General | $15,123,623 | ManagementAndGeneralAmt |
| Fundraising | $7,546,537 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,573,016 | BOYAmt |
| EOY | $29,419,516 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,854,440 | BOYAmt |
| EOY | $18,159,134 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,066,705 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,876,256 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,857,825 | BOYAmt |
| EOY | $2,190,449 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,706,382 | BOYAmt |
| EOY | $347,113,678 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,829,874 | BOYAmt |
| EOY | $490,454,420 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,334 | BOYAmt |
| EOY | $83,443 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,048,101 | BOYAmt |
| EOY | $10,482,394 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,183,972 | BOYAmt |
| EOY | $897,903,034 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,076,654 | BOYAmt |
| EOY | $3,273,155 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,574,952 | BOYAmt |
| EOY | $7,692,253 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,188,282 | BOYAmt |
| EOY | $208,898,445 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,839,888 | BOYAmt |
| EOY | $219,863,853 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,419,632 | BOYAmt |
| EOY | $15,009,021 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,784,704 | BOYAmt |
| EOY | $124,380,675 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,139,748 | BOYAmt |
| EOY | $538,649,485 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,344,084 | BOYAmt |
| EOY | $678,039,181 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,183,972 | BOYAmt |
| EOY | $897,903,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,811,119 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,132,252 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $751,726 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $61,981,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,711,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,673,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,829,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,968,962 | CurrentTaxYearAmt |
| Total | $442,164,711 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,981,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,711,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,673,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,829,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,968,962 | CurrentTaxYearAmt |
| Total | $442,164,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,933,113 | SubstantialContributorsTotAmt |
| Public Support Total170 | $401,231,598 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,099,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,832,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,541,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,019,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,544,730 | CurrentTaxYearAmt |
| Total | $112,038,666 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $554,203,377 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,079,813 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72398 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72321 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $61,800 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $61,800 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $94,804,634 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $94,866,434 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $63,727 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,200 | CurrentYearMinus2Amt |
| Current Year Minus1 | $79,200 | CurrentYearMinus1Amt |
| Current Year | $61,800 | CurrentYearAmt |
| Total | $208,927 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ENGAGED DURING FISCAL 2016 ONE PROFESSIONAL SERVICES FIRM TO REPRESENT THE UNIVERSITY OF ARIZONA IN FEDERAL, STATE, AND LOCAL GOVERNMENT AREAS. A PORTION OF THESE SERVICES CONSTITUTE LOBBYING EXPENSES UNDER SECTION 501(H). | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $8,607,239 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,607,239 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $297,350 | RevenuesIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $660,664,491 | BeginningYearBalanceAmt |
| Contributions | $48,338,379 | ContributionsAmt |
| Investment Earnings Or Losses | $55,323,466 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,135,624 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,412,292 | OtherExpendituresAmt |
| End Year Balance | $741,778,420 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $673,312,944 | BeginningYearBalanceAmt |
| Contributions | $32,655,979 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,844,092 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,133,014 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,327,326 | OtherExpendituresAmt |
| End Year Balance | $660,664,491 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $665,399,504 | BeginningYearBalanceAmt |
| Contributions | $27,280,676 | ContributionsAmt |
| Investment Earnings Or Losses | $1,014,055 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,984,489 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,396,802 | OtherExpendituresAmt |
| End Year Balance | $673,312,944 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $575,005,169 | BeginningYearBalanceAmt |
| Contributions | $30,782,929 | ContributionsAmt |
| Investment Earnings Or Losses | $79,143,715 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,812,764 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,719,545 | OtherExpendituresAmt |
| End Year Balance | $665,399,504 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $527,654,091 | BeginningYearBalanceAmt |
| Contributions | $17,566,320 | ContributionsAmt |
| Investment Earnings Or Losses | $48,140,330 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,023,531 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,332,041 | OtherExpendituresAmt |
| End Year Balance | $575,005,169 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05320 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $481,902 | OtherCostOrOtherBasisAmt |
| Book Value | $481,902 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,373,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,664,781 | DepreciationAmt |
| Book Value | $1,708,547 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,211,475 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,211,475 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $2,190,449 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABSOLUTE RETURN LP AND FUNDS | $289,064,170 | F |
| PRIV CAPITAL LP | $73,814,136 | F |
| REIT FUND REAL ESTATE PTSH | $70,274,424 | F |
| COMMODITIES/NATURAL RES LP | $57,301,690 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $490,454,420 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST LIABILITIES | $23,241,710 |
| FMV OF ENDOWMENT MANAGED FOR UNIV. | $185,656,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $208,898,445 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $148,496,545 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $38,132,252 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $38,132,252 | RevenueNotReportedAmt |
| Revenue Subtotal | $110,364,293 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,064,986 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$751,726 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,313,260 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $118,677,553 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $85,801,448 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $85,801,448 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,064,986 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $9,064,986 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $94,866,434 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, PART III, LINE 1B | DONATED COLLECTIONS, PRINCIPALLY PHOTOGRAPHS, PRINTS AND NEGATIVES TO BENEFIT THE UNIVERSITY OF ARIZONA'S CENTER FOR CREATIVE PHOTOGRAPHY. |
| Schedule D, PART III, LINE 4 | THE CENTER FOR CREATIVE PHOTOGRAPHY IS AN ARCHIVE AND RESEARCH CENTER LOCATED ON THE UNIVERSITY OF ARIZONA CAMPUS. THE CENTER PROMOTES RESEARCH INTO AND APPRECIATION OF THE PHOTOGRAPHIC MEDIUM WHILE SAFEGUARDING ORIGINAL OBJECTS FOR POSTERITY. |
| Schedule D, PART V, LINE 4 | THE PAYOUT FROM THE FOUNDATION ENDOWMENT PROVIDES SCHOLARSHIP, RESEARCH, PROGRAM AND OTHER SUPPORT TO THE UNIVERSITY OF ARIZONA. |
| Schedule D, PART X, LINE 2 | ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, ADDRESSES HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN THE FINANCIAL STATEMENTS. THE GUIDANCE REQUIRES THE ACCOUNTING AND DISCLOSURE OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT OF THE FOUNDATION IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, WHICH INCLUDE FEDERAL AND CERTAIN STATES. THE FOUNDATION HAS NO EXAMINATIONS IN PROGRESS AND NONE ARE EXPECTED AT THIS TIME. AS OF JUNE 30, 2017, MANAGEMENT OF THE FOUNDATION HAS REVIEWED ALL OPEN TAX YEARS AND MAJOR JURISDICTIONS AND CONCLUDED THERE IS NO TAX LIABILITY RESULTING FROM UNRECOGNIZED TAX BENEFITS RELATING TO UNCERTAIN INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FUTURE TAX RETURNS. |
| Schedule D, PART XI, LINE 4B | CONTRIBUTIONS OF PHOTOGRAPHS, PRINTS AND NEGATIVES $ 297,350 K-1 FLOW THROUGH OF UNRELATED BUSINESS INCOME $ (1,049,076) =========== $ (751,726) |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $307,041,484 |
| Europe (Including Iceland and Greenland) | Investments | $9,175,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $316,216,564 | SubtotalSpentAmt |
| Total Spent | $316,216,564 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | WE RELY ON THE OVERSIGHT OF THE APPLICABLE DEPARTMENT AT THE UNIVERSITY OF ARIZONA. |
| SCHEDULE F, PART II, LINE 1 | ACCRUAL BASIS RECORDED AS PROGRAM SERVICE EXPENSE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARIZONA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 N CHERRY AVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 742652689 | RecipientEIN |
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $67,785,907 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | UNIV. SUPPORT | 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 | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE DEPOSITED IN PURPOSE SPECIFIC ACCOUNTS. WE RELY ON THE EXTENSIVE INTERNAL CONTROL SYSTEM OF THE UNIVERSITY OF ARIZONA FINANCIAL SERVICES OFFICE TO ENSURE CORRECT APPLICATION OF FUNDS ONCE TRANSFERRED TO THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN-PAUL ROCZNIAK | ||||||||||||||
| PRESIDENT & CEO | $380,438 | $0 | $0 | $0 | $1,440 | $0 | $13,250 | $0 | $17,015 | $0 | $412,143 | $0 | $0 | $0 |
| J CRAIG BARKER | ||||||||||||||
| SR VP, FINANCIAL SERVICES | $281,960 | $0 | $0 | $0 | $4,937 | $0 | $13,250 | $0 | $15,708 | $0 | $315,855 | $0 | $0 | $0 |
| VICKI B FLEISCHER | ||||||||||||||
| SR VP, DEVELOPMENT | $197,157 | $0 | $0 | $0 | $1,440 | $0 | $7,651 | $0 | $16,363 | $0 | $222,611 | $0 | $0 | $0 |
| JENNY R FLYNN | ||||||||||||||
| SR VP, DEVELOPMENT SERVICES | $196,596 | $0 | $0 | $0 | $1,440 | $0 | $9,865 | $0 | $24,068 | $0 | $231,969 | $0 | $0 | $0 |
| ANDREA L MILLER | ||||||||||||||
| SR VP, LEADERSHIP GIVING | $172,659 | $0 | $0 | $0 | $1,440 | $0 | $8,690 | $0 | $8,766 | $0 | $191,555 | $0 | $0 | $0 |
| KEN R DILDINE | ||||||||||||||
| VP, FIDUCIARY COMPLIANCE | $167,322 | $0 | $0 | $0 | $1,440 | $0 | $8,480 | $0 | $17,015 | $0 | $194,257 | $0 | $0 | $0 |
| RITA M WILLIAMS | ||||||||||||||
| VP, FINANCIAL SERVICES | $161,457 | $0 | $0 | $0 | $4,440 | $0 | $8,203 | $0 | $24,068 | $0 | $198,168 | $0 | $0 | $0 |
| MICHAEL A TORREGROSSA | ||||||||||||||
| SR DIR, INFORMATION TECHNOLOGY | $120,255 | $0 | $0 | $0 | $5,160 | $0 | $6,462 | $0 | $18,346 | $0 | $150,223 | $0 | $0 | $0 |
| BARRY D BENSON | ||||||||||||||
| SR VP, REGIONAL DEVELOPMENT | $197,844 | $0 | $0 | $0 | $1,440 | $0 | $10,018 | $0 | $24,068 | $0 | $233,370 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Membership at a local country club provides important interaction with donors and key constituents. As a result, the foundation paid for dues and business related expenses for the following officer: John-Paul Roczniak | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $297,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 120 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,513,922 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $429,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (b) | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, PART VI, LINE 1A | THE BOARD OF TRUSTEES HAS APPOINTED AN EXECUTIVE COMMITTEE WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE PRESIDENT OF THE CORPORATION AND THE UNIVERSITY OF ARIZONA, THE SENIOR VICE PRESIDENT OF FINANCE OF THE CORPORATION AND THE UNIVERSITY OF ARIZONA, THE SECRETARY AND THE TREASURER. IN ADDITION, THE BOARD OF TRUSTEES MAY DESIGNATE ONE OR MORE AT-LARGE EXECUTIVE COMMITTEE MEMBERS. TO THE EXTENT PROVIDED IN THE EXECUTIVE COMMITTEE CHARTER, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AT EACH OF ITS MEETINGS ON the ACTIONS TAKEN SINCE THE LAST MEETING OF THE BOARD OF TRUSTEES AND PROVIDES THE BOARD OF TRUSTEES WITH ALL INFORMATION NECESSARY FOR THE BOARD OF TRUSTEES TO CARRY OUT ITS GENERAL DUTY OF OVERSIGHT. |
| Form 990, PART VI, LINE 11B | MANAGEMENT PREPARED THE FORM 990. WE ENGAGED AN INTERNATIONAL PUBLIC ACCOUNTING FIRM TO REVIEW OUR INTERNALLY PREPARED FORM 990. AFTER THE INTERNATIONAL PUBLIC ACCOUNTING FIRM COMPLETED THEIR REVIEW, MANAGEMENT REVIEWED THE FINAL DRAFT, WHICH WAS THEN SUBMITTED FOR REVIEW BY OUR AUDIT COMMITTEE BEFORE THE FORM WAS FILED WITH THE IRS. |
| Form 990, PART VI, LINE 12C | EACH MEMBER OF THE BOARD OF TRUSTEES AND EACH OFFICER-EMPLOYEE OF THE FOUNDATION IS ANNUALLY PROVIDED WITH A CONFLICT OF INTEREST ACKNOWLEDGMENT AND DISCLOSURE STATEMENT. SUCH INDIVIDUALS ARE REQUIRED TO REVIEW THESE DOCUMENTS, COMPLETE THEM, AND RETURN THEM TO OUR OFFICE OF FIDUCIARY COMPLIANCE FOR REVIEW. ANY CONFLICTS WHICH PRESENT THEMSELVES DURING THE YEAR ARE REVIEWED BY MANAGEMENT AND SUBMITTED TO THE BOARD FOR RESOLUTION. |
| Form 990, PART VI, LINES 15A AND 15B | THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ONLY OF INDEPENDENT TRUSTEES; CONTEMPORANEOUS MINUTES ARE KEPT OF THEIR MEETINGS AND DECISIONS. THE COMMITTEE REVIEWS AND APPROVES THE SALARIES OF ALL OFFICERS AND KEY EMPLOYEES. THE COMMITTEE ENGAGES A COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA AND OTHER GUIDANCE. THE PROCESS WAS LAST COMPLETED OCTOBER 13, 2017. |
| Form 990, PART VI, LINE 19 | THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR AUDITED FINANCIAL STATEMENTS PUBLICLY AVAILABLE. |
| Form 990, PART XI, LINE 9 | Contribution of photographs, prints and negatives $ (297,350) K-1 FLOW THROUGH OF UNRELATED BUSINESS INCOME $1,049,076 ---------- $ 751,726 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| UAF REALTY LLC | |||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | 866050388 | REAL ESTATE | AZ | $43,412 | $0 | U OF A FDN |
| UAF ELLER DEVELOPMENT LLC | |||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | 866050388 | RAISE FUNDS | AZ | $0 | $0 | U OF A FDN |
| UAF TECHNOLOGIES AND RESEARCH LLC | |||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | 866050388 | TECH TRANSFER | AZ | $0 | $0 | U OF A FDN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OF ARIZONA UNIVERSITIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 N CHERRY AVE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260077306 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A, TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (74) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U OF A FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |