UPPER IOWA UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UPPER IOWA UNIVERSITY (EIN 42-0680372)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201620469349302482
- Schema version
- 2014v6.0
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420680372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER IOWA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPPE | BusinessNameControlTxt |
| Phone | 5634255384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1857 | AddressLine1Txt |
| City | FAYETTE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE T ANDERSON | PersonNm |
| Person Title | VP AND CFO | PersonTitleTxt |
| Phone | 5634255384 | PhoneNum |
| Signature | 2016-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM DUFFY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1857 | AddressLine1Txt |
| City | FAYETTE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,280,434 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UIU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1856 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | UPPER IOWA UNIVERSITY PROVIDES STUDENT-CENTERED UNDERGRADUATE AND GRADUATE EDUCATIONAL PROGRAMS THROUGH FLEXIBLE, MULTIPLE DELIVERY SYSTEMS IN AN ENVIRONMENT IN WHICH DIVERSITY IS RESPECTED, ENCOURAGED AND NURTURED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1828 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $30,770 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$6,179 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,907,057 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,677,198 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,667,718 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,932,865 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,710,944 | PYInvestmentIncomeAmt |
| CY Investment Income | $394,652 | CYInvestmentIncomeAmt |
| PY Other Revenue | $286,672 | PYOtherRevenueAmt |
| CY Other Revenue | $3,268,711 | CYOtherRevenueAmt |
| PY Total Revenue | $68,572,391 | PYTotalRevenueAmt |
| CY Total Revenue | $76,273,426 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,544,799 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,875,566 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,906,335 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,373,272 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $514,015 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,567,100 | PYOtherExpensesAmt |
| CY Other Expenses | $24,879,185 | CYOtherExpensesAmt |
| PY Total Expenses | $69,018,234 | PYTotalExpensesAmt |
| CY Total Expenses | $73,128,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$445,843 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,145,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $131,934,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,319,704 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,007,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,516,466 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,927,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,803,238 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UPPER IOWA UNIVERSITY PROVIDES STUDENT-CENTERED UNDERGRADUATE AND GRADUATE EDUCATIONAL PROGRAMS THROUGH FLEXIBLE, MULTIPLE DELIVERY SYSTEMS IN AN ENVIRONMENT IN WHICH DIVERSITY IS RESPECTED, ENCOURAGED AND NURTURED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,373,070 | ExpenseAmt |
| Grant | $17,875,566 | GrantAmt |
| Revenue | $64,756,468 | RevenueAmt |
| Desc | EDUCATIONAL, INSTRUCTIONAL AND SUPPORT SERVICES TO AN APPROXIMATED STUDENT ENROLLMENT OF 5,859 STUDENTS FOR THE 2014-2015 FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,134,947 | ExpenseAmt |
| Revenue | $6,467,509 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES- RESIDENCE HALLS, FOOD SERVICES, LOGO STORE, ETC. FOR THE ABOVE STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $68,508,017 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1828 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER IOWA UNIVERSITY ATTN LESLIE ANDERSON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5634255384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 WASHINGTON STREET PO BOX 1857 | AddressLine1Txt |
| City | FAYETTE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52142 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD ANDRES | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE CAMPBELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER CLEMENS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL COOK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FALB | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETTY DAVIS FIRTH | ||||||||
| TRUSTEE/ADJUNCT INSTRUCTOR | 2.00 | Yes (X) | $9,826 | $0 | $0 | |||
| ROBERT FIRTH | ||||||||
| TRUSTEE/ADJUNCT INSTRUCTOR | 2.00 | Yes (X) | $480 | $0 | $0 | |||
| HOWARD FISCHER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE HARMS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DARREL LANG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARGARET LAWSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT LEBIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR HARRY MAUE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS MURDOCK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD PATTISON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LOWELL SCHWAB | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY SMITH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM DUFFY | ||||||||
| PRESIDENT | 80.00 | $257,966 | $0 | $12,342 | Yes (X) | |||
| LESLIE ANDERSON | ||||||||
| CFO | 75.00 | $78,597 | $0 | $8,352 | Yes (X) | |||
| DAVID MILLER | ||||||||
| DIRECTOR OF ATHLETICS | 60.00 | $143,361 | $0 | $24,968 | Yes (X) | |||
| ANDREW WENTHE | ||||||||
| VP OF EXTERNAL AFFAIRS | 60.00 | $128,132 | $0 | $10,141 | Yes (X) | |||
| KRISTOPHER BLANCHARD | ||||||||
| ASSOC PROF OF BUSINESS | 60.00 | $123,060 | $0 | $16,925 | Yes (X) | |||
| KURT WOOD | ||||||||
| PROVOST | 70.00 | $129,954 | $0 | $7,999 | Yes (X) | |||
| JANET SHEPHERD | ||||||||
| ASSOCIATE PROVOST | 60.00 | $121,038 | $0 | $4,513 | Yes (X) | |||
| DR ALAN WALKER | ||||||||
| FORMER PRESIDENT | 0.00 | $150,557 | $0 | $8,582 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,142,971 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $93,822 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK SERVICES INC | |||||
| 27310 NETWORK PLACE | CHICAGO | IL | 60673 | FOOD SERVICE | $3,067,979 |
| FHEG PEACOCK CONNECTION | |||||
| STORE NO 308 MA 20126 3146 SOLUTI | CHICAGO | IL | 60677 | FOLLET CHARGES/BOOK CHARGES | $1,320,250 |
| FAIRPARK BUSINESS CENTER LLC | |||||
| 6737 W WASHINGTON STREET STE 2220 | MILWAUKEE | WI | 53214 | INSTALLMENT PAYMENTS FOR LEASE/PURCHASE | $473,210 |
| WILLIAM C KNAPP LC | |||||
| 500 WESTOWN PKWY STE 400 | WEST DES MOINES | IA | 50266 | INSTALLMENT PAYMENTS FOR LEASE/PURCHASE | $467,027 |
| JENZABAR INC | |||||
| PO BOX 55018 | BOSTON | MA | 02205 | MAINTENANCE/EQUIPMENT | $435,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $18,300 | FundraisingAmt |
| Government Grants | $404,243 | GovernmentGrantsAmt |
| All Other Contributions | $1,254,655 | AllOtherContributionsAmt |
| Noncash Contributions | $15,476 | NoncashContributionsAmt |
| Total Contributions | $1,677,198 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $64,450,956 | $64,450,956 |
| AUXILIARY SERVICES | 611710 | $6,467,509 | $6,467,509 |
| EDUCATIONAL ACTIVITIES | 611710 | $14,400 | $14,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,932,865 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,537 | TotalRevenueColumnAmt |
| Exclusion | $404,537 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,954 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,182 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $772 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $772 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,437 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,209 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,946,305 | SecuritiesAmt |
| Other | $3,289 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,951,036 | SecuritiesAmt |
| Other | $8,443 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,731 | SecuritiesAmt |
| Other | -$5,154 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,885 | TotalRevenueColumnAmt |
| Exclusion | -$9,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $139,784 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $18,300 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,347 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,437 | TotalRevenueColumnAmt |
| Exclusion | $113,437 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INSURANCE PROCEEDS | 611710 | $2,768,318 | $2,768,318 | |
| MISC INCOME | 611710 | $101,627 | $101,627 | |
| INTERNATIONAL WORKSHOP | 611710 | $86,772 | $86,772 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,713 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,207 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,154,502 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,273,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,223,977 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $30,770 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,341,481 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,875,566 | TotalAmt |
| Program Services | $17,875,566 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,521,446 | TotalAmt |
| Program Services | $366,119 | ProgramServicesAmt |
| Management And General | $1,155,327 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,605,723 | TotalAmt |
| Program Services | $21,763,582 | ProgramServicesAmt |
| Management And General | $1,514,336 | ManagementAndGeneralAmt |
| Fundraising | $327,805 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,527,080 | TotalAmt |
| Program Services | $3,315,455 | ProgramServicesAmt |
| Management And General | $176,354 | ManagementAndGeneralAmt |
| Fundraising | $35,271 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,023 | TotalAmt |
| Program Services | $1,617,577 | ProgramServicesAmt |
| Management And General | $79,024 | ManagementAndGeneralAmt |
| Fundraising | $22,422 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,244 | TotalAmt |
| Program Services | $247,244 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,773 | TotalAmt |
| Management And General | $912,773 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,453 | TotalAmt |
| Management And General | $229,453 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,037 | TotalAmt |
| Program Services | $375,037 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,710,313 | TotalAmt |
| Program Services | $2,698,411 | ProgramServicesAmt |
| Fundraising | $11,902 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,571,048 | TotalAmt |
| Program Services | $4,513,814 | ProgramServicesAmt |
| Fundraising | $57,234 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,128 | TotalAmt |
| Program Services | $204,128 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,648,161 | TotalAmt |
| Program Services | $3,647,181 | ProgramServicesAmt |
| Fundraising | $980 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,291,201 | TotalAmt |
| Program Services | $1,235,250 | ProgramServicesAmt |
| Fundraising | $55,951 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,223 | TotalAmt |
| Program Services | $308,773 | ProgramServicesAmt |
| Fundraising | $2,450 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,564,847 | TotalAmt |
| Program Services | $3,564,847 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,113,732 | TotalAmt |
| Program Services | $3,113,732 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,147 | TotalAmt |
| Program Services | $296,147 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $1,727,067 | $1,688,343 | $38,724 |
| SCHOLARSHIP EXPENSES | $1,676,811 | $1,676,811 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,128,023 | TotalAmt |
| Program Services | $68,508,017 | ProgramServicesAmt |
| Management And General | $4,105,991 | ManagementAndGeneralAmt |
| Fundraising | $514,015 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,572,046 | BOYAmt |
| EOY | $7,671,579 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,985,688 | BOYAmt |
| EOY | $12,718,694 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,641,627 | BOYAmt |
| EOY | $2,899,461 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,043,603 | BOYAmt |
| EOY | $4,421,641 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,893 | BOYAmt |
| EOY | $312,474 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,811 | BOYAmt |
| EOY | $96,727 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,123 | BOYAmt |
| EOY | $94,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,628,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,383,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,134,801 | BOYAmt |
| EOY | $90,245,014 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,998,011 | BOYAmt |
| EOY | $10,921,981 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,200 | BOYAmt |
| EOY | $627,745 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,426,675 | BOYAmt |
| EOY | $6,309,868 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,934,478 | BOYAmt |
| EOY | $136,319,704 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,061,998 | BOYAmt |
| EOY | $5,732,038 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,545 | BOYAmt |
| EOY | $818,182 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,331,680 | BOYAmt |
| EOY | $65,487,724 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,658,991 | BOYAmt |
| EOY | $6,478,522 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,007,214 | BOYAmt |
| EOY | $78,516,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,110,195 | BOYAmt |
| EOY | $39,973,226 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,343,790 | BOYAmt |
| EOY | $6,431,929 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,473,279 | BOYAmt |
| EOY | $11,398,083 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,927,264 | BOYAmt |
| EOY | $57,803,238 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,934,478 | BOYAmt |
| EOY | $136,319,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,145,403 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$53,549 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$215,880 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,470,545 | BeginningYearBalanceAmt |
| Contributions | $163,026 | ContributionsAmt |
| Investment Earnings Or Losses | $145,029 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $217,010 | OtherExpendituresAmt |
| End Year Balance | $11,561,590 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,199,704 | BeginningYearBalanceAmt |
| Contributions | $170,254 | ContributionsAmt |
| Investment Earnings Or Losses | $1,255,467 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $154,880 | OtherExpendituresAmt |
| End Year Balance | $11,470,545 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,301,511 | BeginningYearBalanceAmt |
| Contributions | $61,691 | ContributionsAmt |
| Investment Earnings Or Losses | $1,106,651 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $270,149 | OtherExpendituresAmt |
| End Year Balance | $10,199,704 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,177,478 | BeginningYearBalanceAmt |
| Contributions | $294,564 | ContributionsAmt |
| Investment Earnings Or Losses | -$163,240 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,291 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,301,511 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,056,930 | BeginningYearBalanceAmt |
| Contributions | $603,689 | ContributionsAmt |
| Investment Earnings Or Losses | $1,639,390 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $107,839 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,692 | OtherExpendituresAmt |
| End Year Balance | $9,177,478 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35210 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46980 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17810 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,910,784 | OtherCostOrOtherBasisAmt |
| Book Value | $2,910,784 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,707,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,271,754 | DepreciationAmt |
| Book Value | $79,435,317 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,703,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,948,156 | DepreciationAmt |
| Book Value | $3,755,504 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,972,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,081,970 | DepreciationAmt |
| Book Value | $2,891,017 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,333,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,081,339 | DepreciationAmt |
| Book Value | $1,252,392 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $90,245,014 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS AND DEFERRED TUITION | $4,750,845 |
| POST RETIREMENT BENEFIT PAYABLE | $1,159,893 |
| FEDERAL STUDENT LOAN FUNDS | $293,332 |
| LEASE PAYABLE | $274,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,478,522 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $58,107,750 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$53,549 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$168,351 | OtherRevenueAmt |
| Revenue Not Reported | -$221,900 | RevenueNotReportedAmt |
| Revenue Subtotal | $58,329,650 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,527 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $17,880,249 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $17,943,776 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $76,273,426 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,231,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $47,529 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $47,529 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,184,247 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,527 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $17,880,249 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $17,943,776 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $73,128,023 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | UIU SPENDS THE ACTUAL YIELD ON OUR UNRESTRICTED ENDOWMENT FUNDS FOR OPERATIONS AND FOR THE RESTRICTED PURPOSE FOR ALL RESTRICTED ENDOWMENT FUNDS. THE RESTRICTED ENDOWMENT FUNDS ARE PRIMARILY RESTRICTED FOR STUDENT SCHOLARSHIPS, BUT ALSO INCLUDE SMALL FUNDS FOR EQUIPMENT, PROFESSORSHIPS, LIBRARY BOOKS, ATHLETICS AND ECONOMIC DEVELOPMENT. |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE UNIVERSITY FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2015 AND 2014. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE CURRENT YEAR AS WELL AS FISCAL YEARS 2012 THROUGH 2014 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS -215,880. DIRECT RENTAL EXPENSES 21,182. DIRECT FUNDRAISING EXPENSES 26,347. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS, TUITIONS AND GRANTS 17,875,566. GROSS CAR WASH REVENUES 4,683. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 26,347. DIRECT RENTAL EXPENSES 21,182. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS, TUITIONS AND GRANTS 17,875,566. GROSS CAR WASH REVENUES 4,683. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NONDISCRIMINATION POLICIES ARE PUBLISHED IN THE STUDENT HANDBOOK. DURING ENROLLMENT EACH YEAR, STUDENTS SIGN AN AGREEMENT INDICATING THEIR RESPONSIBILITY FOR READING AND UNDERSTANDING THE CONTENTS OF THE HANDBOOK. |
| SCHEDULE E, PART I, LINE 6 | FINANCIAL AID WAS RECEIVED FROM THE GOVERNMENT IN THE FORM OF PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (SEOG), COLLEGE WORK-STUDY (CWS) PROGRAMS, AND OTHER SMALL GOVERNMENT GRANTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 2 | 60 | PROGRAM SERVICES | OPERATING HIGHER EDUCATION COURSES FOR THE PURPOSE OF DELIVERING BACHELOR DEGREE PROGRAMS. | $3,204,368 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $385,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 60 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Subtotal Spent | $3,589,368 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,589,368 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENT'S BALL | Event1Nm |
| Gross Receipts Event1 | $136,383 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,535 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $128,848 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,000 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $13,000 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,000 | OtherDirectExpensesEvent1Amt |
| Event2 | UPPER IOWA ATHLETICS GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $21,701 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,765 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,936 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,260 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,048 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,938 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,101 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $158,084 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $18,300 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $139,784 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,260 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,048 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,938 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,101 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,347 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $113,437 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CENTERS ASSISTANCE | 1656 | $629,483 |
| ONLINE ASSISTANCE | 713 | $1,460,022 |
| SELF-PACED ASSISTANCE | 84 | $60,835 |
| FAYETTE ASSISTANCE | 1089 | $15,725,226 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENT ENROLLMENT IS MONITORED ON A REGULAR BASIS. AFTER VERIFICATION OF ENROLLMENT EACH TERM, FEDERAL FINANCIAL AID GRANTS ARE APPLIED TO THE STUDENTS' EDUCATIONAL COSTS PER FEDERAL REGULATIONS. STUDENT WITHDRAWALS ARE ALSO MONITORED AND GRANT FUNDS ARE ADJUSTED AND RETURNED AS NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM DUFFY | ||||||||||||||
| PRESIDENT | $246,062 | $0 | $0 | $0 | $11,904 | $0 | $0 | $0 | $12,342 | $0 | $270,308 | $0 | $0 | $0 |
| DAVID MILLER | ||||||||||||||
| DIRECTOR OF ATHLETICS | $134,173 | $0 | $0 | $0 | $9,188 | $0 | $0 | $0 | $24,968 | $0 | $168,329 | $0 | $0 | $0 |
| DR ALAN WALKER | ||||||||||||||
| FORMER PRESIDENT | $150,557 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,582 | $0 | $159,139 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY PAYS FOR THE PRESIDENT'S RESIDENCE AND THE RELATED REPAIRS, FOR THE YEAR ENDED JUNE 30, 2015. THE PRESIDENT'S CONTRACT PROVIDES FOR THE UNIVERSITY TO PAY HIS FAMILY'S MEMBERSHIP AT BIG ROCK COUNTRY CLUB. WHEREAS THERE IS AN EXPECTATION THAT IN THE COURSE OF HIS DUTIES, THE PRESIDENT AND/OR HIS SPOUSE ARE EXPECTED TO ATTEND CERTAIN PROFESSIONAL FUNCTIONS, ENTERTAIN GUESTS OF THE UNIVERSITY AND BUILD AND MAINTAIN EFFECTIVE RELATIONSHIPS WITH ALUMNI, FRIENDS OF THE UNIVERSITY, MEMBERS OF THE COMMUNITY, AND OTHERS, THE UNIVERSITY SHALL PAY FOR ALL REASONABLE ENTERTAINMENT, TRAVEL AND SIMILAR COSTS INCURRED BY THE PRESIDENT AND/OR HIS SPOUSE WHILE ACTING ON THE UNIVERSITY'S BEHALF. THE UNIVERSITY ALSO PROVIDES EXCLUSIVE UNRESTRICTED USE AT ALL TIMES DURING EMPLOYMENT WITH UIU AN AUTOMOBILE FOR THE VP OF ATHLETICS. THE UNIVERSITY ALSO PAYS FOR AN ANNUAL FAMILY MEMBERSHIP TO BIG ROCK COUNTRY CLUB FOR THE VP OF ATHLETICS. THE UNIVERSITY ALSO PAYS FOR A FAMILY MEMBERSHIP FOR THE PROVOST. |
| PART I, LINE 4A | DR. ALAN WALKER WORKED THROUGH SEPTEMBER, 2012. HE LEFT THE UNIVERSITY AFTERWARDS AND RECEIVED PAYMENT OF $25,750 PER MONTH THROUGH THE END OF THE FISCAL YEAR ENDED JUNE 30, 2014. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IOWA HIGHER EDUCATION LOAN AUTHORITY | ||||||||
| A | 421235696 | 462460L87 | 2010-07-08 | $44,175,651 | SEE PART VI | 0 | 0 | 0 |
| IOWA HIGHER EDUCATIONLOAN AUTHORITY | ||||||||
| B | 421235696 | 462460Y26 | 2013-02-12 | $23,204,396 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,870,211 | $44,176,694 | $3,272,925 | $883,513 | $23,236,450 | $16,783,804 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $23,204,398 | $1,476,250 | $451,417 | $20,214,340 | 2012 | 0 | 0 | Yes (1) | Yes (1) | $1,062,390 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.01560 | 0.01560 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| IOWA HIGHER EDUCATION LOAN AUTHORITY - 07/08/2010 ISSUE | PART I, COLUMN (F), PURPOSE - CONSTRUCTION OF LIBERAL ARTS BUILDING, STUDENT CENTER, STUDENT HOUSING; REFUNDING THE CITY OF FAYETTE, IOWA PRIVATE COLLEGE FACILITY REVENUE BONDS (UPPER IOWA UNIVERSITY PROJECT), SERIES 2009 ORIGINALLY ISSUED ON DECEMBER 30, 2009; AND REFUNDING THE CITY OF FAYETTE, IOWA PRIVATE COLLEGE FACILITY REVENUE BONDS (UPPER IOWA UNIVERSITY PROJECT), SERIES 2004 ORIGINALLY ISSUED ON JUNE 25, 2004. PART II, LINE 3, TOTAL PROCEEDS OF ISSUE - AMOUNT INCLUDES INVESTMENT PROCEEDS OF $1,043. PART II LINE 11, OTHER SPENT PROCEEDS - AMOUNT REPRESENTS THE PROCEEDS USED TO REFUND THE SERIES 2004 AND 2009 BONDS. |
| IOWA HIGHER EDUCATION LOAN AUTHORITY - 02/12/2013 ISSUE | PART I, COLUMN (F), PURPOSE - CONSTRUCTION OF STUDENT HOUSING, DESIGN WORK FOR RENOVATION OF SCIENCE BUILDING AND MISCELLANEOUS IMPROVEMENTS. PART II, LINE 3, TOTAL PROCEEDS OF ISSUE - AMOUNT INCLUDES INVESTMENT PROCEEDS OF $2. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAPLE CREST BUILDINGS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | PRINCIPAL OWNER OF MAPLE CREST BUILDINGS,INC IS A TRUSTEE OF THE UNIVERSITY | RelationshipDescriptionTxt |
| Transaction | $82,200 | TransactionAmt |
| Transaction | BUILDING LEASE WITH MAPLE CREST BUILDINGS, INC. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES ROBERT FIRTH AND BETTY DAVIS FIRTH HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AVP ASSISTS IN THE PREPARATION OF THE FORM 990 AND SUPPORTING SCHEDULES. THE CFO AND AVP REVIEW THE FINAL DRAFT OF 990 AND SUPPORTING SCHEDULES. THE BOARD REVIEWS THE 990 BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNANCE COMMITTEE, ASSISTANT SECRETARY, AND ASSISTANT TREASURER OF THE BOARD OF TRUSTEES GATHERS AND REVIEWS THE ANNUAL DISCLOSURE FORMS AND DEALS WITH THE INFORMATION APPROPRIATELY AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARATIVE COMPENSATION DATA FOR THE PRESIDENT AND DETERMINES WHAT ADJUSTMENTS WILL BE MADE TO THE PRESIDENT'S CONTRACT AND COMPENSATION BASED ON THAT DATA AND PERFORMANCE. THE PRESIDENT NEGOTIATES CONTRACTS AND SETS COMPENSATION FOR OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | UIU'S WEBSITE HAS AN "ABOUT UIU" LINK THAT PROVIDES THE PUBLIC WITH INFORMATION REGARDING OUR MISSION, VISION, STRATEGIC PLAN, AND OTHER NEWS AND INFORMATIONAL ITEMS. UIU DOES NOT POST OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS ON OUR PUBLIC WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN TRUSTS HELD BY OTHERS -215,880. |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS DID NOT CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UPPER IOWA UNIVERSITY (HK) | |||||||||||
| 3/F MAX SHARE BLDG 373 KINGS ROAD | NORTH POINT | HK | EDUCATION | HK | UPPER IOWA UNIVERSITY | C | 1.00000 | Yes (1) | |||
| UIU MALAYSIA SDN BHD | |||||||||||
| NO 9 JALAN TEKNOLOGI TAMAN SAINS | PETALING JAYA | MY | EDUCATION | MY | UPPER IOWA UNIVERSITY | C | 1.00000 | Yes (1) | SELANGOR | 47810 | |
| CHARITABLE REMAINDER UNITRUST (1) | |||||||||||
| CHARITABLE TRUST | T | 0 | IA | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |