UNIVERSITY OF NORTHERN IOWA FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTHERN IOWA FOUNDATION (EIN 42-6058591)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201721329349302057
- Schema version
- 2015v3.0
- 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 | 2017-05-12T09:38:22-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E WISCONSIN AVENUE | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426058591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Northern Iowa Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GINA E TRIMBLE | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3192737118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 Commons UNI | AddressLine1Txt |
| City | Cedar Falls | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506140282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA TRIMBLE | PersonNm |
| Person Title | VP/TREASURER | PersonTitleTxt |
| Phone | 3182737118 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Lisa Baronio | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 Commons UNI | AddressLine1Txt |
| City | Cedar Falls | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506140282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,026,261 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uni-foundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | Sustain, grow and promote the University of Northern Iowa by soliciting and managing gifts to support the university's education, research & scientific activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $127,559 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $117,465 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,617,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,930,831 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,430,821 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,709,391 | CYInvestmentIncomeAmt |
| PY Other Revenue | $53,478 | PYOtherRevenueAmt |
| CY Other Revenue | $8,039 | CYOtherRevenueAmt |
| PY Total Revenue | $19,101,504 | PYTotalRevenueAmt |
| CY Total Revenue | $23,648,261 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,911,282 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,676,037 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,117,272 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $255,642 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $297,801 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,853,873 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,882,417 | PYOtherExpensesAmt |
| CY Other Expenses | $5,027,937 | CYOtherExpensesAmt |
| PY Total Expenses | $14,049,341 | PYTotalExpensesAmt |
| CY Total Expenses | $16,119,047 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,052,163 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,529,214 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $139,292,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,472,817 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,613,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,063,468 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,679,471 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,409,349 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF NORTHERN IOWA FOUNDATION'S MISSION IS TO SUSTAIN, GROW AND PROMOTE THE UNIVERSITY OF NORTHERN IOWA BY SOLICITING AND MANAGING GIFTS TO SUPPORT THE UNIVERSITY'S EDUCATION, RESEARCH AND SCIENTIFIC ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,105,628 | ExpenseAmt |
| Grant | $816,332 | GrantAmt |
| Desc | Departmental support for the benefit of students at the University of Northern Iowa - University of Northern Iowa Foundation (UNI Foundation) is designated as the central fundraising agency for the University of Northern Iowa. UNI Foundation conducts campaigns for University priorities and provides central services to support fundraising, growth of the endowment, administration, compliance, donor stewardship, and other areas. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,691,273 | ExpenseAmt |
| Grant | $4,691,273 | GrantAmt |
| Desc | Scholarships, primarily for the benefit of students at the University of Northern Iowa - Scholarship recipients are chosen by University of Northern Iowa faculty, department heads, deans, financial aid officers, or a combination of these. Scholarship recipients are selected according to scholarship guidelines written at the time the scholarship is established. UNI Foundation administers the funds for scholarships supported by private gifts. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $168,432 | ExpenseAmt |
| Grant | $168,432 | GrantAmt |
| Desc | Captial projects to benefit the University of Northern Iowa - During 2015, capital projects included renovations to the West Gym for benefit of the wrestling program and renovations to the McLeod Center for benefit of the basketball programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,965,333 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA E TRIMBLE | PersonNm |
| Phone | 3192737118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 COMMONS | AddressLine1Txt |
| City | Cedar Falls | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506140239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mark Oman | |||||||||
| Chair | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David Takes | |||||||||
| Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.0 | ||
| Jan Bittner | |||||||||
| 2nd vice chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Steve Anderson | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bob Bowlsby | |||||||||
| Trustee - As of 4/2016 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Pat Cobb | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | |||
| Joy Corning | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Eugene Dietz | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rex Eno | |||||||||
| Trustee - Thru 4/2016 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Harberts | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | |||
| Jorgen Heidemann | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 2.0 | |||
| Michael Hogan | |||||||||
| Trustee - As of 4/2016 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rich James | |||||||||
| Trustee - As of 4/2016 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Guang Jin | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | |||
| Rose Lorenz | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | |||
| David Mason | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ruth Ann Meyer | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | |||
| Jim Mudd Sr | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dennis Mullen | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Oman | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dave Peters | |||||||||
| Trustee - As of 4/2016 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Redfern | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Reid Richards | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Beverly Riess | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Savage | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | |||
| Steve Segebarth | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 0.5 | |||
| Duane Smith | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | 1.0 | |||
| Sandy Stevens | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bobbie Williams | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Tim Williams | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa Baronio | |||||||||
| President of the Board | 40.0 | Yes (X) | $110,497 | $0 | $35,351 | 1.5 | |||
| Gary Shontz | |||||||||
| Vice President - Thru 4/2016 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Hager | |||||||||
| Vice President - As of 4/2016 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jean Carlisle | |||||||||
| VP/Secretary of the Board | 40.0 | Yes (X) | $85,053 | $0 | $31,538 | 1.5 | |||
| Frank Esser | |||||||||
| VP for Special Projects | 40.0 | Yes (X) | $106,821 | $0 | $31,834 | ||||
| Noreen Hermansen | |||||||||
| VP for Principal Gifts | 40.0 | Yes (X) | $128,683 | $0 | $23,291 | ||||
| Gina Trimble | |||||||||
| VP/Treasurer of the Board | 40.0 | Yes (X) | $98,380 | $0 | $27,525 | 1.5 | |||
| Jim Jermier | |||||||||
| Director of Collegiate Dev. | 40.0 | $101,846 | $0 | $28,724 | 0.5 | Yes (X) | |||
| William D Calhoun JR | |||||||||
| Former President of the Board | $145,694 | $0 | $30,104 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $776,974 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $208,367 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ruffalo Noel Levitz | |||||
| PO Box 3018 | CEDAR RAPIDS | IA | 524063018 | Fundraising | $297,801 |
| Morgan Stanley Smith Barney | |||||
| 4449 Easton Way Suite 300 | COLUMBUS | OH | 43219 | Investment Consult | $159,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $199,889 | FundraisingAmt |
| All Other Contributions | $20,730,942 | AllOtherContributionsAmt |
| Noncash Contributions | $2,752,113 | NoncashContributionsAmt |
| Total Contributions | $20,930,831 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,046,551 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$15,126 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,061,677 | 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 | $106 | TotalRevenueColumnAmt |
| Exclusion | $106 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,067 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,933 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,933 | TotalRevenueColumnAmt |
| Exclusion | $7,933 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,903,368 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,240,528 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $662,840 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $662,840 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $142,685 | UnrelatedBusinessRevenueAmt |
| Exclusion | $520,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $133,405 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $199,889 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $133,405 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,648,261 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $127,559 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,589,871 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,764 | TotalAmt |
| Program Services | $984,764 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,691,273 | TotalAmt |
| Program Services | $4,691,273 | ProgramServicesAmt |
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 | $432,448 | TotalAmt |
| Management And General | $140,357 | ManagementAndGeneralAmt |
| Fundraising | $292,091 | 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 | $4,684,824 | TotalAmt |
| Program Services | $1,497,195 | ProgramServicesAmt |
| Management And General | $1,803,648 | ManagementAndGeneralAmt |
| Fundraising | $1,383,981 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,555 | TotalAmt |
| Management And General | $2,555 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,405 | TotalAmt |
| Management And General | $60,405 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,801 | TotalAmt |
| Fundraising | $297,801 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,579 | TotalAmt |
| Management And General | $1,040,579 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,219 | TotalAmt |
| Program Services | $488,713 | ProgramServicesAmt |
| Management And General | $17,614 | ManagementAndGeneralAmt |
| Fundraising | $115,892 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800 | TotalAmt |
| Fundraising | $800 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,210 | TotalAmt |
| Program Services | $135,810 | ProgramServicesAmt |
| Management And General | $31,192 | ManagementAndGeneralAmt |
| Fundraising | $265,208 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,364 | TotalAmt |
| Program Services | $38,867 | ProgramServicesAmt |
| Management And General | $2,156 | ManagementAndGeneralAmt |
| Fundraising | $1,341 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,079 | TotalAmt |
| Program Services | $19,150 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
| Fundraising | $25,444 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,057 | TotalAmt |
| Program Services | $319,029 | ProgramServicesAmt |
| Management And General | $3,447 | ManagementAndGeneralAmt |
| Fundraising | $144,581 | 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 | $81,866 | TotalAmt |
| Program Services | $62,758 | ProgramServicesAmt |
| Management And General | $3,798 | ManagementAndGeneralAmt |
| Fundraising | $15,310 | 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 | $29,716 | TotalAmt |
| Management And General | $29,716 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,645 | TotalAmt |
| Program Services | $52,994 | ProgramServicesAmt |
| Management And General | $6,246 | ManagementAndGeneralAmt |
| Fundraising | $4,405 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUILDING & EQUIPMENT MAINT. | $1,282,740 | $1,166,667 | $48,375 | $67,698 |
| MISCELLANEOUS EXPENSES | $471,229 | $334,302 | $84,871 | $52,056 |
| MEALS & ENTERTAINMENT | $380,007 | $173,811 | $18,931 | $187,265 |
| UBI TAX | $5,466 | $5,466 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,119,047 | TotalAmt |
| Program Services | $9,965,333 | ProgramServicesAmt |
| Management And General | $3,299,841 | ManagementAndGeneralAmt |
| Fundraising | $2,853,873 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,066 | BOYAmt |
| EOY | $1,263,568 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,288 | BOYAmt |
| EOY | $6,997,895 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,825,462 | BOYAmt |
| EOY | $8,056,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,801 | 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 | $22,403 | BOYAmt |
| EOY | $32,735 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,282 | BOYAmt |
| EOY | $103,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,246,626 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,574,526 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,862 | BOYAmt |
| EOY | $672,100 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,122,580 | BOYAmt |
| EOY | $79,561,149 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,293,987 | BOYAmt |
| EOY | $36,978,580 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $1,812,145 | BOYAmt |
| EOY | $7,806,797 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,292,876 | BOYAmt |
| EOY | $141,472,817 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,769 | BOYAmt |
| EOY | $385,949 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,927,636 | BOYAmt |
| EOY | $2,677,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,613,405 | BOYAmt |
| EOY | $3,063,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,809,512 | BOYAmt |
| EOY | $6,710,971 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,417,265 | BOYAmt |
| EOY | $40,201,156 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,452,694 | BOYAmt |
| EOY | $91,497,222 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,679,471 | BOYAmt |
| EOY | $138,409,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,292,876 | BOYAmt |
| EOY | $141,472,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,529,214 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,672,448 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$126,888 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,524,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,678,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,153,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,617,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,930,831 | CurrentTaxYearAmt |
| Total | $85,904,379 | 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 | $12,524,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,678,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,153,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,617,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,930,831 | CurrentTaxYearAmt |
| Total | $85,904,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,554,269 | SubstantialContributorsTotAmt |
| Public Support Total170 | $65,350,110 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,674,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,930,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,295,761 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,483,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,058,657 | CurrentTaxYearAmt |
| Total | $10,442,492 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $34,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,465 | CurrentTaxYearAmt |
| Total | $151,506 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,405 | CurrentTaxYearAmt |
| Total | $554,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $97,053,077 | TotalSupportAmt |
| Public Support CY170 | 0.67334 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Changes to Prior Year Reporting | FormAndLineReferenceDesc |
| Explanation | Schedule A, Part II Amounts in the prior year columns of Sections A and B were updated to reflect correct reporting based on the tax returns filed. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 2.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,594,499 | BeginningYearBalanceAmt |
| Contributions | $5,514,745 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,017,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,983,209 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,164,345 | OtherExpendituresAmt |
| Administrative Expenses | $2,424,407 | AdministrativeExpensesAmt |
| End Year Balance | $94,520,168 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,879,223 | BeginningYearBalanceAmt |
| Contributions | $4,795,296 | ContributionsAmt |
| Investment Earnings Or Losses | $1,994,632 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,772,717 | GrantsOrScholarshipsAmt |
| Other Expenditures | $906,557 | OtherExpendituresAmt |
| Administrative Expenses | $1,395,378 | AdministrativeExpensesAmt |
| End Year Balance | $96,594,499 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,003,045 | BeginningYearBalanceAmt |
| Contributions | $2,428,503 | ContributionsAmt |
| Investment Earnings Or Losses | $10,794,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,406,515 | GrantsOrScholarshipsAmt |
| Other Expenditures | $805,545 | OtherExpendituresAmt |
| Administrative Expenses | $135,203 | AdministrativeExpensesAmt |
| End Year Balance | $93,879,223 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,060,506 | BeginningYearBalanceAmt |
| Contributions | $19,629,127 | ContributionsAmt |
| Investment Earnings Or Losses | $6,078,199 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,372,533 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,042,334 | OtherExpendituresAmt |
| Administrative Expenses | $1,349,920 | AdministrativeExpensesAmt |
| End Year Balance | $83,003,045 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,196,189 | BeginningYearBalanceAmt |
| Contributions | $4,005,346 | ContributionsAmt |
| Investment Earnings Or Losses | -$529,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,255,104 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,193,686 | OtherExpendituresAmt |
| Administrative Expenses | $1,162,900 | AdministrativeExpensesAmt |
| End Year Balance | $61,060,506 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92970 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,820,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,313,122 | DepreciationAmt |
| Book Value | $507,305 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,535 | DepreciationAmt |
| Book Value | $164,795 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,199 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $145,670 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $672,100 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE | $3,964,948 | F |
| FUND OF FUNDS | $15,348,269 | F |
| COMMON FUNDS | $1,445,923 | F |
| OTHER LIMITED PARTNERSHIPS | $16,219,440 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,978,580 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN CRUTS | $2,261,703 |
| CGA PORTFOLIO | $1,635,363 |
| LIFE INSURANCE CSV | $1,426,005 |
| BENEFICIAL INTEREST IN TRUST | $1,349,848 |
| INTEREST IN CRATS | $900,299 |
| LIFE ANNUITY CONTRACT | $100,733 |
| INTEREST RECEIVABLE | $67,841 |
| MISCELLANEOUS | $65,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,806,797 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $1,577,131 |
| ANNUITY TRUSTS PAYABLE | $700,256 |
| UNITRUSTS PAYABLE | $400,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,677,519 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,366,666 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,672,448 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $432,831 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,067 | OtherRevenueAmt |
| Revenue Not Reported | -$4,235,550 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,602,216 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,046,045 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,046,045 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,648,261 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,636,787 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $432,831 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $130,954 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $563,785 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,073,002 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,046,045 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,046,045 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,119,047 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CONSERVATION EASEMENTS | SCHEDULE D, PART II, LINE 3 NO ACTIVITY DURING THE YEAR. Reporting of Conservation Easements SCHEDULE D, PART II, LINE 9 The conservation easement was given over 100 years ago and is a prairie preserve currently used by the University of Northern Iowa's Biological Research Department. University of Northern Iowa Foundation has not reported the easements on the organization's financial statements but will do so in the next fiscal year. ENDOWMENT FUNDS Schedule D, Part V, Lines 1a-1g The amounts reported on these lines are those of the audited financial statements. The filing organization additionally considers the following amounts permanently restricted endowment. Endowment held at Community Fdn of Greater Des Moines $1,000,778 Money held in Beneficial Trust 349,070 Adjustment for Balance in Endowment Portfolio Net Asset (103,626) Total $1,246,222 Intended Uses of Endowment Funds SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND DEPARTMENTAL SUPPORT FOR STUDENTS AT THE UNIVERSITY OF NORTHERN IOWA. |
| ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10 | SCHEDULE D, PART X, LINE 2 THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. The Organization follows the accounting guidance for acounting for uncertainty in income taxes. The Organization recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. The Organization applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open and determined there were no material unrecognized tax benefits as of that date. The Organization does not believe there is any uncertainty with respect to its tax position which would result in a material change to the financial statements. The Organization is subject to federal and state income taxes to the extent it has unrelated business income. In accordance with the guidance for uncertainty in income taxes, management has evaluated their material tax positions and determined that there are no income tax effects with respect to its financial statements. The Organization is no longer subject to examination by federal authorities for years prior to June 30, 2013. For state authorities, the statute of limitations is generally three or four years; however, the statute of limitations will remain open for any state returns not filed. The Organization recognizes any interest and penalties related to income taxes. There were no interest or penalties related to income taxes that have been accrued or recognized as of and for the year ended June 30, 2016. |
| Reconciliation of Revenue | Schedule D, Part XI, Line 2D Reclassification of rental expenses $4,067 |
| Reconciliation of Expenses | Schedule D, Part XII, Line 2D Present value liability actuarial adjustment $126,887 Reclassification of rental expenses 4,067 Total $130,954 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $8,214,463 |
| Central America and the Caribbean | 0 | 0 | Investments | $19,581,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $27,795,848 | SubtotalSpentAmt |
| Total Spent | $27,795,848 | 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 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruffalo Noel Levitz | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3018 | AddressLine1Txt |
| City | Cedar Rapids | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524063018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone Solicit | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $776,774 | GrossReceiptsAmt |
| Retained By Contractor | $297,801 | RetainedByContractorAmt |
| Net To Organization | $478,973 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $776,774 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $297,801 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $478,973 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | 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 | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | 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 | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Auction | Event1Nm |
| Gross Receipts Event1 | $307,376 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $182,254 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $125,122 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $125,122 | NonCashPrizesEvent1Amt |
| Event2 | Auction | Event2Nm |
| Gross Receipts Event2 | $25,918 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,635 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,283 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $8,283 | NonCashPrizesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $333,294 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $199,889 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $133,405 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $133,405 | NonCashPrizesTotalEventsAmt |
| Direct Expense Summary Events | $133,405 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNI Alumni Association | ||||||||||
| 304 Common UNI | Cedar Falls | IA | 50614 | 421008316 | 501(c)(4) | $50,000 | Program Support | |||
| University of Iowa Foundation | ||||||||||
| PO Box 4550 | Iowa City | IA | 52244 | 420796760 | 501(C)(3) | $10,000 | IRRC - Summer Reading Pilot Program | |||
| UNI-Richard Jacobson Ctr for Comp Literacy | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | SECTION 115 | $345,170 | Program Support | |||
| State University of Iowa | ||||||||||
| 250 Hawkins Drive | Iowa City | IA | 52242 | 426004813 | SECTION 115 | $8,405 | Verizon Wireless grant-Summit on Campus Abuse | |||
| UNI - Center for Educational Transformation | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | SECTION 115 | $86,731 | Carver Grant dollars paid to the Center | |||
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $168,432 | Book | Capital Projects | |
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $139,475 | FMV/Appraisal | Artwork | |
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $16,431 | FMV | Books/Publications | |
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $25,429 | FMV | Equipment | |
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $31,149 | FMV | Meals | |
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $28,970 | FMV | Printing | |
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $29,429 | FMV | Supplies | |
| University of Northern Iowa | ||||||||||
| 1227 W 27th Street | Cedar Falls | IA | 50614 | 426004333 | Section 115 | Program Support | $25,000 | FMV | Software | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Scholarships and Awards | GrantTypeTxt |
| Recipient | 1706 | RecipientCnt |
| Cash Grant | $4,691,273 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedure for Monitoring Use of Grant Funds Inside U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2 The University of Northern Iowa's Financial Aid Office administers grants, scholarships, and the payment of program funds from the filing organization to the University and its affiliates. The filing organization tests these and all other grants against the originally intended purpose. | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lisa Baronio | ||||||||||||||
| President of the Board | $105,126 | $0 | $0 | $0 | $5,371 | $0 | $10,617 | $0 | $24,734 | $0 | $145,848 | $0 | $0 | $0 |
| Jean Carlisle | ||||||||||||||
| VP/Secretary of the Board | $84,588 | $0 | $0 | $0 | $465 | $0 | $9,317 | $0 | $22,221 | $0 | $116,591 | $0 | $0 | $0 |
| Noreen Hermansen | ||||||||||||||
| VP for Principal Gifts | $127,754 | $0 | $0 | $0 | $929 | $0 | $12,967 | $0 | $10,324 | $0 | $151,974 | $0 | $0 | $0 |
| William D Calhoun JR | ||||||||||||||
| Former President of the Board | $102,380 | $0 | $0 | $0 | $43,314 | $0 | $14,875 | $0 | $15,229 | $0 | $175,798 | $0 | $0 | $0 |
| Jim Jermier | ||||||||||||||
| Director of Collegiate Dev. | $101,846 | $0 | $0 | $0 | $0 | $0 | $28,724 | $0 | $0 | $0 | $130,570 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Health or Social Club Dues | Schedule J, Part I, Line 1a The filing organization paid for club memberships for lisa baronio, jim jermier, and steve gearhart during the fiscal year. these were deemed to be taxable and included in the Reportable Compensation. |
| Top Management's Compensation | Schedule J, Part I, Line 3 The president of the University of Northern Iowa Foundation (UNI Foundation) also has a university appointment as the vice president for university advancement. Salary for this position is paid through university general funds. The amount of salary increase for the UNI Foundation president and other officers is determined by the president of the university in consultation, as needed, with the UNI foundation board of trustees. Increases are determined by a variety of factors, primarily the achievement of mutually-agreed upon annual goals by the University President and the vice president for university advancement/UNI foundation president. Human resource services at the university provides regular updates regarding salaries (by position and title) at peer institutions. |
| Compensation from an Unrelated Organization | FORM 990, PART VII, SECTION A, LINE 1 AND/OR SCHEDULE J, PART II THE UNIVERSITY OF NORTHERN IOWA, AN UNRELATED ORGANIZATION, PAID ALL COMPENSATION FOR THE FIVE INDIVIDUALS LISTED BELOW IN (A) AND (B) FOR THEIR SERVICES RENDERED TO THE FILING ORGANIZATION. (A) THE FILING ORGANIZATION DOES NOT REIMBURSE THE UNIVERSITY OF NORTHERN IOWA FOR COMPENSATION PAID TO WILLIAM D. CALHOUN, JR., LISA BARONIO, AND JEAN CARLISLE. (B) THE FILING ORGANIZATION REIMBURSES THE UNIVERSITY OF NORTHERN IOWA FOR COMPENSATION PAID TO FRANK ESSER, NOREEN HERMANSEN, GINA TRIMBLE, AND JIM JERMIER. COMPENSATION REIMBURSEMENTS ARE REPORTED ON THE STATEMENT OF FUNCTIONAL EXPENSES ON FORM 990, PART IX, LINE 5 AS COMPENSATION OF CURRENT OFFICERS AND DIRECTORS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $139,475 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV/Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $16,431 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $857,734 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stk Exchange-Avg 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 | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 7 | $25,429 | FMV |
| Yes (X) | Auction | 165 | $118,400 | FMV |
| Yes (X) | Meals | 13 | $31,149 | FMV |
| Yes (X) | Printing | 9 | $28,970 | FMV |
| Yes (X) | Uniforms | 3 | $4,556 | FMV |
| Yes (X) | Supplies | 13 | $29,429 | FMV |
| Yes (X) | Software | 1 | $25,000 | FMV |
| Yes (X) | salaries | 1 | $1,473,950 | actual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 14 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Use of Third Parties to Sell Noncash Contributions | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 32B The filing organization uses a third party to liquidate stock contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BUISNESS OR FAMILY RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 Mark Oman, Chair and David Oman, Trustee have a family relationship. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B The filing organization utilizies an independent accounting firm to complete the form 990 and related schedules. Management reviews the form 990. Upon management approval of the form 990, the audit committee reviews the entire form 990 and schedules with the outside tax preparer at an on-campus committee meeting. The audit committee chair presents an overview of the form 990 to the full board at an on-campus meeting. A copy of the form 990 is made available to the full board prior to filing with the IRS. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | FORM 990, PART VI, SECTION B, LINE 12C A conflict of interest policy and questionnaire is distributed annually to trustees, officers and staff. All are asked to disclose relationships and/or organizational commitments to assist in identifying, managing and/or reducing conflicts of interest. Questionnaires are reviewed by the president of the foundation or her designee for potential conflicts of interest. The president of the foundation communicates with necessary individuals to determine what action, if any, must occur, ie, refraining from board votes, etc. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A The president of the University of Northern Iowa Foundation (UNI Foundation) also has a university appointment as the vice president for university advancement. Salary for this position is paid through university general funds. Salary increases for faculty, professional staff and administrators are to a large extent determined by collective bargaining of the faculty union. The amount of salary increase for the UNI Foundation president and other officers is determined by the president of the university in consultation, as needed, with the UNI foundation board of trustees. Increases are determined by a variety of factors, primarily the achievement of mutually-agreed upon annual goals by the University President and the vice president for university advancement/UNI foundation president. Human resource services at the university provides regular updates regarding salaries (by position and title) at peer institutions. All written documentation is held in a locked file (both paper and electronic) within the office of the UNI Foundation president and is only accessible with permission of the respective staff member and the UNI Foundation president. |
| HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 The organization's governing documents, conflict of interest, and financial statements are available to the public upon request. |
| Other Changes to Net Assets | Form 990, Part XI, Line 9 Present Value Liability Actuarial Adjustment ($126,887) Other (1) Total ($126,888) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Univ of Northern Iowa Research Fndn | ||||||||||
| 205 Commons UNI | Cedar Falls | IA | 506140282 | 391896362 | Int Property | IA | 501(C)(3) | II-1 | UNI FNDN | Yes (true) |
| University of Northern Iowa Properties C | ||||||||||
| 205 Commons UNI | Cedar Falls | IA | 506140282 | 391896366 | Manage Prop | IA | 501(C)(3) | II-1 | UNI FNDN | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Annuity Trusts (5) | |||
| Trust | IA | UNIF | Yes (true) |
| Charitable Remainder Unitrusts (14) | |||
| Trust | IA | UNIF | Yes (true) |
| 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 | Yes (true) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTHERN IOWA RESEARCH FNDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $310,000 | InvolvedAmt |
| Method Of Amount Determination | Loan | MethodOfAmountDeterminationTxt |