DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER (EIN 42-0730347)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-10
- IRS object ID
- 201403149349302850
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T16:04:10-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 3RD AVE SE SUITE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420730347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESM | BusinessNameControlTxt |
| Phone | 5152711585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVENUE | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 503124198 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK J PEIFFER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5152711585 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAY HEGARTY | PreparerPersonNm |
| PTIN | P00091057 | PTIN |
| Phone | 3192985310 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DES MOINES UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA L WALKER FRANKLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVENUE | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 503124198 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,111,880 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DMU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES IN OUR GLOBAL COMMUNITY BY EDUCATING DIVERSE GROUPS OF HIGHLY COMPETENT AND COMPASSIONATE HEALTH PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1260 | TotalEmployeeCnt |
| Total Volunteers | 816 | TotalVolunteersCnt |
| Total Gross UBI | $1,411 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $357 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,221,159 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,774,312 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,203,502 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $56,054,849 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,088,702 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,425,637 | CYInvestmentIncomeAmt |
| PY Other Revenue | $617,766 | PYOtherRevenueAmt |
| CY Other Revenue | $679,470 | CYOtherRevenueAmt |
| PY Total Revenue | $59,131,129 | PYTotalRevenueAmt |
| CY Total Revenue | $62,934,268 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,355,111 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,402,891 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,706,498 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,636,449 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $772,439 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,175,337 | PYOtherExpensesAmt |
| CY Other Expenses | $19,478,240 | CYOtherExpensesAmt |
| PY Total Expenses | $54,236,946 | PYTotalExpensesAmt |
| CY Total Expenses | $56,517,580 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,894,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,416,688 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $173,492,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,567,349 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,084,821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,051,189 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $122,407,833 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,516,160 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES IN OUR GLOBAL COMMUNITY BY EDUCATING DIVERSE GROUPS OF HIGHLY COMPETENT AND COMPASSIONATE HEALTH PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,385,592 | ExpenseAmt |
| Grant | $3,402,891 | GrantAmt |
| Revenue | $52,938,770 | RevenueAmt |
| Desc | THE UNIVERSITY PROVIDED HEALTH SCIENCE EDUCATION SERVICES TO AN ENROLLMENT OF 1,763 STUDENTS DURING THE FISCAL YEAR ENDED 6/30/14. THE UNIVERSITY COMPRISES THREE COLLEGES OFFERING NINE GRADUATE DEGREE PROGRAMS AND ADDITIONAL EDUCATION OPPORTUNITIES WHICH ALL SHARE A COLLECTIVE STRENGTH, WHICH IS A COLLABORATIVE CAMPUS COMMUNITY WHERE STUDENTS AND FACULTY COME TOGETHER IN THE PURSUIT OF KNOWLEDGE. THE PROGRAMS SHARE A SINGULAR MISSION, WHICH IS TO DEVELOP DISTINCTIVE HEALTH PROFESSIONALS COMMITEED TO HEALTH PROMOTION, THE DISCOVERY OF KNOWLEDGE AND SERVICE TO THE COMMUNITY. THE UNIVERSITY PROVIDES STUDENTS WITH THE KNOWLEDGE AND SKILLS NEEDED TO BECOME HEALTH CARE PROFESSIONALS DEDICATED TO MAINTAINING AND RESTORING THE HEALTH OF THEIR PATIENTS. CLASSROOM INSTRUCTION AND CLINICAL TRAINING, WHICH IS ORGANIZED ON A NATIONAL LEVEL AND AT THE UNIVERSITY'S CLINIC, ARE PRESENTED IN AN ATMOSPHERE WHERE HUMANITARIAN CONCERNS, SCHOLARLY ACTIVITY AND HEALTH CARE DELIVERY SUPPORT THE PRIMARY PURPOSE OF TEACHING AND LEARNING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,170,238 | ExpenseAmt |
| Revenue | $3,661,049 | RevenueAmt |
| Desc | THE UNIVERSITY HOUSES A MULTI-SPECIALTY MEDICAL CLINIC PROVIDING BOTH CLINICAL TRAINING FOR STUDENTS AND HIGH QUALITY, COST EFFICIENT PATIENT CARE. THE MULTI-SPECIALITY FACULTY GROUP CONSISTING OF 30 PHYSICIANS AND NON-PHYSICIAN PROFESSIONAL PROVIDERS PERFORMED SERVICES FOR MORE THAN 34,000 PATIENT VISITS ACROSS 5 SPECIALTIES. CLINIC STAFF AND PROVIDERS WORK AT COMMUNITY WELLNESS PROGRAMS AND HEALTH FAIRS SUCH AS PROVIDING SCHOOL PHYSICALS AND VACCINATIONS FREE OF CHARGE TO UNDERSERVED POPULATIONS. THE UNIVERSITY'S CLINIC PROVIDES FREE OR DISCOUNTED HEALTH CARE TO ELIGIBLE PATIENTS THROUGH ITS FINANCIAL ASSISTANCE POLICY, AND ALSO SERVES MEDICARE AND MEDICAID PATIENTS TO BENEFIT THE COMMUNITY IT SERVES. THE UNIVERSITY ACTS AS A LOCAL, STATE AND NATIONAL SOURCE FOR PRIMARY CARE PHYSICIANS AND ASSOCIATED HEALTH CARE PROVIDERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,555,830 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2076 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1260 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH A BROSNAHAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152711585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVENUE | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 503124198 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR E ANGOVE DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN L BECK DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GILBERT S BUCHOLZ DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN E CHAFFEE PHD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC T CROWELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD M FELDMAN DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES A FINCH DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RENEE HARDMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN G HART | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| W HAL HATCHETT DPM | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTORIA L HERRING JD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAX T MCKINNEY DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN M MORAIN JD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY A RADIA DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT P RITZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STANLEY E SKOPIT DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAMUEL T WALLACE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL C WITTE DO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA YUNGCLAS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY J BAKER DO | |||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| C ARTHUR WITTMACK | |||||||||
| CHAIR-ELECT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JAY CHRISTENSEN | |||||||||
| TREASURER | 2.00 | Yes (X) | $600 | $0 | $0 | Yes (X) | |||
| BARRY BRAVER DO | |||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JAMES A GREKIN DO | |||||||||
| IMMEDIATE PAST-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ANGELA L WALKER FRANKLIN PHD | |||||||||
| PRESIDENT, CEO | 40.00 | $474,270 | $0 | $36,810 | Yes (X) | ||||
| KAREN MCLEAN PHD | |||||||||
| PROVOST | 40.00 | $277,690 | $0 | $39,560 | Yes (X) | ||||
| MARK J PEIFFER | |||||||||
| CFO | 40.00 | $217,142 | $0 | $23,782 | Yes (X) | 1.00 | |||
| JODI CAHALAN PHD | |||||||||
| DEAN | 40.00 | $205,515 | $0 | $38,660 | Yes (X) | ||||
| DAVID PLUNDO DO | |||||||||
| ACTING DEAN | 40.00 | $263,023 | $0 | $25,688 | 1.00 | Yes (X) | |||
| ROBERT YOHO DPM | |||||||||
| DEAN | 40.00 | $231,953 | $0 | $31,863 | Yes (X) | ||||
| GEORGE CLAVENNA DO | |||||||||
| FACULTY | 40.00 | $332,050 | $0 | $33,163 | Yes (X) | ||||
| ROBERTA A WATTLEWORTH DO | |||||||||
| FACULTY | 40.00 | $251,448 | $0 | $34,070 | Yes (X) | ||||
| GEORGE B KLOCK DO | |||||||||
| FACULTY | 40.00 | $258,469 | $0 | $30,095 | Yes (X) | ||||
| JOSE FIGUEROA CASANOVA DO | |||||||||
| FACULTY | 40.00 | $237,367 | $0 | $19,810 | Yes (X) | ||||
| KENDALL REED DO | |||||||||
| FACULTY | 21.00 | $298,985 | $0 | $22,733 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,048,512 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $336,234 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 64 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERCY MEDICAL CENTER | |||||
| 1111 6TH AVENUE | DES MOINES | IA | 50314 | EDUCATION | $502,650 |
| SEI INVESTMENTS | |||||
| ONE FREEDOM VALLEY DRIVE | OAKS | PA | 19456 | INVESTMENT MANAGEMENT | $476,234 |
| ENCORE ONE LLC | |||||
| 1717 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | CLEANING SERVICE | $405,766 |
| ARAMARK | |||||
| 825 SW IRVINEDALE DR | ANKENY | IA | 50023 | FOOD SERVICE | $393,464 |
| IOWA PHYSICIANS CLINIC MEDICAL FOUNDATIO | |||||
| 8101 BIRCHWOOD CT STE N | JOHNSTON | IA | 50131 | BILLING SERVICES | $336,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $323,730 | FundraisingAmt |
| Government Grants | $382,515 | GovernmentGrantsAmt |
| All Other Contributions | $1,068,067 | AllOtherContributionsAmt |
| Noncash Contributions | $8,760 | NoncashContributionsAmt |
| Total Contributions | $1,774,312 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $52,393,800 | $52,393,800 |
| PATIENT CARE | 621110 | $3,661,049 | $3,661,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $56,054,849 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,433,564 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,411 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,432,153 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $212,088 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $66,318 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $145,770 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,770 | TotalRevenueColumnAmt |
| Exclusion | $145,770 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,972,317 | SecuritiesAmt |
| Other | $79,200 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,039,273 | SecuritiesAmt |
| Other | $20,171 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,933,044 | SecuritiesAmt |
| Other | $59,029 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,992,073 | TotalRevenueColumnAmt |
| Exclusion | $1,992,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,580 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $323,730 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,850 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,270 | TotalRevenueColumnAmt |
| Exclusion | -$11,270 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE INCOME | 900099 | $115,316 | $115,316 |
| LEASED EMPLOYEES | 541900 | $98,412 | $98,412 |
| STUDENT IT EQUIPMENT | 900099 | $74,338 | $74,338 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,904 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $256,904 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $544,970 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,934,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,599,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,411 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,558,726 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,000 | TotalAmt |
| Program Services | $90,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,312,891 | TotalAmt |
| Program Services | $3,312,891 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,924,884 | TotalAmt |
| Program Services | $779,687 | ProgramServicesAmt |
| Management And General | $1,145,197 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,864,253 | TotalAmt |
| Program Services | $19,973,493 | ProgramServicesAmt |
| Management And General | $4,437,457 | ManagementAndGeneralAmt |
| Fundraising | $453,303 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750,601 | TotalAmt |
| Program Services | $1,404,265 | ProgramServicesAmt |
| Management And General | $307,366 | ManagementAndGeneralAmt |
| Fundraising | $38,970 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,329,760 | TotalAmt |
| Program Services | $2,443,009 | ProgramServicesAmt |
| Management And General | $850,815 | ManagementAndGeneralAmt |
| Fundraising | $35,936 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,766,951 | TotalAmt |
| Program Services | $1,368,387 | ProgramServicesAmt |
| Management And General | $367,108 | ManagementAndGeneralAmt |
| Fundraising | $31,456 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,415 | TotalAmt |
| Management And General | $121,415 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,470 | TotalAmt |
| Management And General | $79,470 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,510 | TotalAmt |
| Program Services | $40,510 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,093 | TotalAmt |
| Management And General | $543,093 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,974 | TotalAmt |
| Program Services | $426,395 | ProgramServicesAmt |
| Management And General | $729,522 | ManagementAndGeneralAmt |
| Fundraising | $57 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,651 | TotalAmt |
| Management And General | $520,651 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,730,306 | TotalAmt |
| Program Services | $1,359,924 | ProgramServicesAmt |
| Management And General | $341,636 | ManagementAndGeneralAmt |
| Fundraising | $28,746 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,097,854 | TotalAmt |
| Program Services | $588,849 | ProgramServicesAmt |
| Management And General | $1,509,005 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,970,427 | TotalAmt |
| Program Services | $1,629,403 | ProgramServicesAmt |
| Management And General | $341,024 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,817 | TotalAmt |
| Program Services | $286,718 | ProgramServicesAmt |
| Management And General | $122,261 | ManagementAndGeneralAmt |
| Fundraising | $58,838 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,445 | TotalAmt |
| Program Services | $68,768 | ProgramServicesAmt |
| Management And General | $47,722 | ManagementAndGeneralAmt |
| Fundraising | $52,955 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,249 | TotalAmt |
| Program Services | $825,092 | ProgramServicesAmt |
| Management And General | $262,157 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,889,603 | TotalAmt |
| Program Services | $1,903,636 | ProgramServicesAmt |
| Management And General | $985,967 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,002 | TotalAmt |
| Program Services | $79,496 | ProgramServicesAmt |
| Management And General | $379,506 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AFFIL. CLINICAL PROGRAM | $1,929,246 | $1,929,246 | ||
| LIBRARY BOOKS & SUBSCRI | $1,271,541 | $1,271,541 | ||
| STUDENT EVENTS/ACTIVITI | $502,503 | $502,503 | ||
| EQUIPMENT/SOFTWARE(NON- | $402,138 | $372,704 | $23,449 | $5,985 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,039,996 | TotalAmt |
| Program Services | $899,313 | ProgramServicesAmt |
| Management And General | $1,074,490 | ManagementAndGeneralAmt |
| Fundraising | $66,193 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,517,580 | TotalAmt |
| Program Services | $41,555,830 | ProgramServicesAmt |
| Management And General | $14,189,311 | ManagementAndGeneralAmt |
| Fundraising | $772,439 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,475 | BOYAmt |
| EOY | $1,475 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,377,667 | BOYAmt |
| EOY | $8,040,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,772 | BOYAmt |
| EOY | $343,905 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,381 | BOYAmt |
| EOY | $524,801 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,507,684 | BOYAmt |
| EOY | $5,643,511 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,968 | BOYAmt |
| EOY | $1,279,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,578,709 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,578,198 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,666,431 | BOYAmt |
| EOY | $40,000,511 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,842,181 | BOYAmt |
| EOY | $94,936,278 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,338,221 | BOYAmt |
| EOY | $27,924,957 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,556,874 | BOYAmt |
| EOY | $4,871,825 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,492,654 | BOYAmt |
| EOY | $183,567,349 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,246,809 | BOYAmt |
| EOY | $4,209,566 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,726,363 | BOYAmt |
| EOY | $5,816,934 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,173,930 | BOYAmt |
| EOY | $2,181,372 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,450,000 | BOYAmt |
| EOY | $28,535,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,015 | BOYAmt |
| EOY | $525,819 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,749,704 | BOYAmt |
| EOY | $3,782,498 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,084,821 | BOYAmt |
| EOY | $45,051,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,778,769 | BOYAmt |
| EOY | $123,729,836 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,747,605 | BOYAmt |
| EOY | $6,451,983 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,881,459 | BOYAmt |
| EOY | $8,334,341 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,407,833 | BOYAmt |
| EOY | $138,516,160 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,492,654 | BOYAmt |
| EOY | $183,567,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,416,688 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,075,842 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$384,203 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $63,371 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $63,371 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CERTAIN MEMBERS OF THE BOARD OF TRUSTEES, UNIVERSITY PERSONNEL, STUDENTS AND FRIENDS OF THE UNIVERSITY ATTEND VARIOUS ACTIVITIES WITH LEGISLATORS THROUGHOUT THE YEAR INCLUDING BOTH LOCAL/STATE AND NATIONAL EVENTS. THE UNIVERSITY HAS UTILIZED LOBBYISTS FOR ITS WORK WITH THE IOWA GENERAL ASSEMBLY AND STATE GOVERNMENT IN PROVIDING DIRECTION, MONITORING AND ANALYSIS OF BILLS BEING INTRODUCED AT THE STATE OF IOWA LEGISLATURE. SUCH COUNSEL HAS PROVIDED GUIDANCE ON THE STATUS OF APPROPRIATIONS FOR EXISTING STATE OF IOWA LEGISLATION WHICH PROVIDES FINANCIAL SUPPORT TO UNIVERSITY STUDENTS. IN ADDITION, COUNSEL HAS BEEN PROVIDED ON PROPOSED LEGISLATION WHICH WOULD EXPAND SUCH FINANCIAL SUPPORT FOR STUDENTS. LOBBYING EXPENSES ALSO INCLUDE $16,539 OF EXECUTIVE MANAGEMENT STAFF AND TRAVEL EXPENSES TO WASHINGTON D.C. TO DISCUSS UNIVERSITY FUNDING OPPORTUNITIES AND LOBBYING ACTIVITIES RELATING TO CERTAIN FEDERAL REGULATIONS IMPACTING THE UNIVERSITY AND OTHER EDUCATIONAL INSTITUTIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,612,036 | BeginningYearBalanceAmt |
| Contributions | $865,124 | ContributionsAmt |
| Investment Earnings Or Losses | $14,399,129 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $730,912 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,459,329 | OtherExpendituresAmt |
| Administrative Expenses | $543,093 | AdministrativeExpensesAmt |
| End Year Balance | $77,142,955 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,933,917 | BeginningYearBalanceAmt |
| Contributions | $763,676 | ContributionsAmt |
| Investment Earnings Or Losses | $12,306,956 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $600,466 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,274,745 | OtherExpendituresAmt |
| Administrative Expenses | $517,302 | AdministrativeExpensesAmt |
| End Year Balance | $67,612,036 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,995,901 | BeginningYearBalanceAmt |
| Contributions | $1,021,308 | ContributionsAmt |
| Investment Earnings Or Losses | $699,486 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,078,219 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,292,452 | OtherExpendituresAmt |
| Administrative Expenses | $412,107 | AdministrativeExpensesAmt |
| End Year Balance | $59,933,917 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,279,039 | BeginningYearBalanceAmt |
| Contributions | $1,057,014 | ContributionsAmt |
| Investment Earnings Or Losses | $17,175,936 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,020,001 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,238,320 | OtherExpendituresAmt |
| Administrative Expenses | $257,767 | AdministrativeExpensesAmt |
| End Year Balance | $63,995,901 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,826,731 | BeginningYearBalanceAmt |
| Contributions | $828,875 | ContributionsAmt |
| Investment Earnings Or Losses | $12,922,964 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $681,680 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,395,168 | OtherExpendituresAmt |
| Administrative Expenses | $222,683 | AdministrativeExpensesAmt |
| End Year Balance | $51,279,039 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08000 | 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 | $3,430,617 | OtherCostOrOtherBasisAmt |
| Book Value | $3,430,617 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,154,889 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,940,663 | DepreciationAmt |
| Book Value | $31,214,226 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,653,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,821,025 | DepreciationAmt |
| Book Value | $4,832,047 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,340,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,816,510 | DepreciationAmt |
| Book Value | $523,621 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,000,511 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $200,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SEI OFFSHORE OPPORTUNITY | $6,081,335 | F |
| SEI STRUCTURED CREDIT | $5,962,817 | F |
| SEI GLOBAL PRIVATE EQUITY | $3,221,393 | F |
| SEI SPECIAL SITUATIONS | $8,868,068 | F |
| SEI CORE PROPERTY | $3,591,344 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,924,957 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP LIABILITY | Desc |
| Amt | $3,782,498 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,782,498 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $69,965,156 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,075,842 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $11,580 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$32,794 | OtherRevenueAmt |
| Revenue Not Reported | $10,054,628 | RevenueNotReportedAmt |
| Revenue Subtotal | $59,910,528 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,023,740 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,023,740 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,934,268 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,856,829 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $11,580 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $125,189 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $136,769 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,720,060 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,797,520 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,797,520 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,517,580 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS HELD IN ESCROW FOR FUTURE TUITION PAYMENTS TOTAL $331,127. DEPOSITS HELD IN CUSTODY FOR STUDENT ORGANIZATIONS TOTAL $192,592. RENT DEPOSITS HELD IN CUSTODY TOTAL $2,100. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS FOR STUDENTS, ESTABLISH RESEARCH FUNDS FOR FACULTY, AND SUPPORT PROGRAMS AND FACILITIES. |
| PART X, LINE 2: | THE UNIVERSITY IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE UNIVERSITY FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS TAXABLE INCOME (UBIT) IS REPORTED ON FORM 990-T, AS APPROPRIATE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS, WHICH INCLUDE SUCH MATTERS AS THE TAX EXEMPT STATUS OF EACH ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBIT. AS OF JUNE 30, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. FORMS 990 AND 990-T FILED BY THE UNIVERSITY ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE FISCAL YEARS ENDED JUNE 30, 2010 AND PRIOR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON BOND INTEREST RATE SWAP -32,794. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED AS EXPENSE ON AUDITED F/S -66,318. EVENT EXPENSES REPORTED AS EXPENSE ON AUDITED F/S -51,850. SCHOLARSHIPS & TUITION DISCOUNTS REPORTED NET IN REVENUE ON AUDITED F/S 3,148,929. EXPENSES ON SALE OF PROPERTY REPORTED AS EXPENSE ON AUDITED F/S -7,021. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED AS EXPENSE ON AUDITED F/S 66,318. EVENT EXPENSES REPORTED AS EXPENSE ON AUDITED F/S 51,850. EXPENSES ON SALE OF PROPERTY REPORTED AS EXPENSE ON AUDITED F/S 7,021. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS & TUITION DISCOUNTS REPORTED NET IN REVENUE ON AUDITED F/S 3,148,929. LOSSES ON UNCOLLECTIBLE PLEDGES REPORTED AS EXPENSE ON AUDITED F/S -351,409. |
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 | 0 | 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 | THE UNIVERSITY IS NOT REQUIRED TO PUBLICIZE THE RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA DURING REGISTRATION BECAUSE PARAGRAPH 4.03-2(B) OF REV. PROC. 75-50 APPLIES. THE NONDISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED ADMISSIONS PUBLICATIONS. DATA IS AVAILABLE UPON REQUEST. |
| SCHEDULE E, PART I, LINE 6 | GOVERNMENT ASSISTANCE RECEIVED INCLUDES AMOUNTS FROM THE US DEPARTMENT OF EDUCATION AND THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES. US DEPARTMENT OF EDUCATION PROGRAMS PROVIDING FUNDS INCLUDE THE FEDERAL DIRECT LOAN PROGRAM, THE FEDERAL PERKINS LOAN PROGRAM AND FEDERAL WORK STUDY PROGRAM. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $14,949,403 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | $65,116 | STUDENT AND FACULTY TRAVEL - GLOBAL HEALTH PROGRAM SERVICES |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $8,000 | STUDENT TRAVEL - GLOBAL HEALTH PROGRAM SERVICES |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $3,899 | FACULTY TRAVEL - GLOBAL HEALTH PROGRAM SERVICES |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $2,573 | FACULTY TRAVEL - GLOBAL HEALTH PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,028,991 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,028,991 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SCHOL DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $279,490 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $254,230 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,260 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,472 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $32,449 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,896 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | SCHOL GOLF BFT | NameOfEvent2Amt |
| Gross Receipts Event2 | $75,425 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $66,900 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,525 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,124 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,781 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $695 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,395 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,600 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,795 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,233 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $364,310 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $323,730 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $40,580 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,596 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $35,230 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,824 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,850 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,270 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH EDUCATION AND RESIDENCY TRAINING NETWORK | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVENUE | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 272911834 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $90,000 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP AND TUITION DISCOUNTS FOR STUDENTS | 353 | $3,148,929 |
| FEDERAL WORK STUDY PROGRAM | 68 | $163,962 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY ATTEMPTS TO MAKE ADEQUATE FINANCIAL ASSISTANCE AVAILABLE TO STUDENTS WITHIN THE LIMITS OF EACH STUDENT BUDGET AND THE AVAILABILITY OF FUNDS. AWARDS ARE BASED ON ACADEMIC ACHIEVEMENT, PROFESSIONAL PROMISE, LEADERSHIP POTENTIAL, FINANCIAL NEED AND/OR SPECIFIC GUIDELINES ESTABLISHED BY DONORS. FINANCIAL NEED IS DETERMINED ON THE BASIS OF INFORMATION PROVIDED BY THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). ADDITIONALLY, THE UNIVERSITY MAKES AVAILABLE FEDERAL WORK STUDY FUNDS TO STUDENTS IN WHICH ELIGIBLE AWARD AMOUNTS ARE ALSO BASED ON FINANCIAL NEED INFORMATION PROVIDED WITHIN THE FAFSA. WORK STUDY EXPENDED AND AVAILABLE FUNDS ARE TRACKED AND REVIEWED THROUGHOUT THE YEAR. THE UNIVERSITY ALSO ASSISTED BY PROVIDING FUNDS FOR GENERAL OPERATIONAL SUPPORT TO THE HEALTH EDUCATION AND RESIDENCY TRAINING NETWORK, A CHARITABLE ORGANIZATION ESTABLISHED TO PROMOTE AND SUPPORT COLLABORATION OF MEMBER MEDICAL AND EDUCATION INSTITUTIONS IN EDUCATION AND TRAINING FOR MEDICAL STUDENTS,INTERNS AND RESIDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGELA L WALKER FRANKLIN PHD | ||||||||||||||
| PRESIDENT, CEO | $467,113 | $0 | $70 | $0 | $7,087 | $0 | $17,000 | $0 | $19,810 | $0 | $511,080 | $0 | $0 | $0 |
| KAREN MCLEAN PHD | ||||||||||||||
| PROVOST | $276,378 | $0 | $75 | $0 | $1,237 | $0 | $17,250 | $0 | $22,310 | $0 | $317,250 | $0 | $0 | $0 |
| MARK J PEIFFER | ||||||||||||||
| CFO | $216,892 | $0 | $250 | $0 | $0 | $0 | $17,250 | $0 | $6,532 | $0 | $240,924 | $0 | $0 | $0 |
| JODI CAHALAN PHD | ||||||||||||||
| DEAN | $205,204 | $0 | $250 | $0 | $61 | $0 | $17,250 | $0 | $21,410 | $0 | $244,175 | $0 | $0 | $0 |
| DAVID PLUNDO DO | ||||||||||||||
| ACTING DEAN | $262,823 | $0 | $200 | $0 | $0 | $0 | $17,250 | $0 | $8,438 | $0 | $288,711 | $0 | $0 | $0 |
| ROBERT YOHO DPM | ||||||||||||||
| DEAN | $230,710 | $0 | $5 | $0 | $1,238 | $0 | $17,250 | $0 | $14,613 | $0 | $263,816 | $0 | $0 | $0 |
| GEORGE CLAVENNA DO | ||||||||||||||
| FACULTY | $327,034 | $0 | $250 | $0 | $4,766 | $0 | $17,250 | $0 | $15,913 | $0 | $365,213 | $0 | $0 | $0 |
| ROBERTA A WATTLEWORTH DO | ||||||||||||||
| FACULTY | $250,205 | $0 | $5 | $0 | $1,238 | $0 | $17,250 | $0 | $16,820 | $0 | $285,518 | $0 | $0 | $0 |
| GEORGE B KLOCK DO | ||||||||||||||
| FACULTY | $258,459 | $0 | $10 | $0 | $0 | $0 | $17,250 | $0 | $12,845 | $0 | $288,564 | $0 | $0 | $0 |
| JOSE FIGUEROA CASANOVA DO | ||||||||||||||
| FACULTY | $234,922 | $0 | $2,384 | $0 | $61 | $0 | $0 | $0 | $19,810 | $0 | $257,177 | $0 | $0 | $0 |
| KENDALL REED DO | ||||||||||||||
| FACULTY | $290,015 | $0 | $5 | $0 | $8,965 | $0 | $15,879 | $0 | $6,854 | $0 | $321,718 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS DUES TO THE EMBASSY CLUB WHICH PROVIDES ACCESS FOR THE PRESIDENT TO CONDUCT BUSINESS IN A SOCIAL SETTING ON BEHALF OF THE ORGANIZATION WITH PROSPECTS, DONORS, AND OTHER INDIVIDUALS. |
| PART I, LINE 1B | MONTHLY INVOICES ARE REVIEWED BY THE CFO FOR BUSINESS PURPOSES. ANY PERSONAL ITEM IS REQUIRED TO BE PAID TO THE CLUB ON THE DATE OF THE TRANSACTION. |
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 | 462460RF5 | 2003-06-25 | $22,700,000 | CONSTRUCT AND FURNISH EDUCATION CENTER | 0 | 0 | 0 |
| IOWA HIGHER EDUCATION LOAN AUTHORITY | ||||||||
| B | 421235696 | 462460SL1 | 2004-06-02 | $13,785,000 | REFUNDED PRIOR ISSUE (05/10/95) | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,005,000 | $23,083,276 | $241,704 | $83,035 | $22,058,537 | $700,000 | 2005 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $4,945,000 | $14,132,740 | $156,560 | $24,693 | $13,726,938 | 2004 | 0 | Yes (1) | Yes (1) | Yes (1) | $224,550 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
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 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: IOWA HIGHER EDUCATION LOAN AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/01/2007 ISSUER NAME: IOWA HIGHER EDUCATION LOAN AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/01/2005 |
| SCHEDULE K SUPPLENTAL INFORMATION | PART II, LINE 3 - THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. |
| SCHEDULE K, PART IV, LINE 2C | NOTE REGARDING THE REBATE COMPUTATIONS: SINCE THE BOND PROCEEDS HAVE BEEN SPENT AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6:VOLUNTEERS | VOLUNTEERS ARE MADE UP OF BOARD MEMBERS, GUEST CLASSROOM LECTURERS, PRECEPTORS FOR CLINICAL ROTATION AND STUDENT VOLUNTEERS FOR COMMUNITY SERVICE ACTIVITIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE FORM 990 IS FILED, AN ELECTRONIC COPY IS MADE AVAILABLE TO ALL BOARD MEMBERS ON THE BOARD OF TRUSTEES' PORTAL. THE AUDIT AND COMPLIANCE COMMITTEE VOTES TO APPROVE FILING OF THE 990 PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, ALL PERSONS IN GOVERNANCE AND EXECUTIVE POSITIONS WITH THE UNIVERSITY COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AND DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY DEVELOP. FOR MEMBERS OF THE BOARD, THE AUDIT AND COMPLIANCE COMMITTEE REVIEWS THE DISCLOSURE STATEMENTS AND IMPLEMENTS THE POLICY. FOR MANAGEMENT PERSONNEL, THE DISCLOSURE STATEMENTS ARE ANNUALLY REVIEWED BY THE PRESIDENT AND CHIEF COMPLIANCE OFFICER. IF THERE ARE ANY MATTERS OF CONCERN, THIS INFORMATION WILL BE COMMUNICATED TO THE AUDIT AND COMPLIANCE COMMITTEE. ADDITIONALLY, THE UNIVERSITY'S EXTERNAL AUDIT FIRM REVIEWS THE DISCLOSURE STATEMENTS AS PART OF THEIR ANNUAL AUDIT AND REPORTS FINDINGS TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. A CONFLICT OF INTEREST EXISTS (1) WHEN AN INDIVIDUAL OBTAINS OR APPEARS TO OBTAIN AN IMPROPER GAIN OR ADVANTAGE AS A RESULT OF HIS/HER ACTIVITIES ON BEHALF OF THE UNIVERSITY, (2) WHEN HIS/HER ACTIVITIES ADVANCE OR APPEAR TO ADVANCE HIS/HER OWN INTERESTS OR THOSE OF ANOTHER RATHER THAN THE INTERESTS OF THE UNIVERSITY, OR (3) WHEN HIS/HER ACTIONS ADVERSELY AFFECT OR APPEAR TO ADVERSELY AFFECT THE BEST INTERESTS OF THE UNIVERSITY. INDIVIDUALS SHALL NOT PARTICIPATE IN DISCUSSIONS, VOTES, OR OTHER REPRESENTATIONS ON PREVIOUSLY DISCLOSED OR NEWLY DEVELOPED CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS A METHOD AND PROCESS WHICH INCLUDES GATHERING COMPARATIVE DATA FROM EXTERNAL SOURCES FOR RATING POSITIONS AND DETERMINING COMPENSATION. SALARY RANGES HAVE BEEN ESTABLISHED FOR ALL UNIVERSITY POSITIONS BASED ON MARKET VALUE. IN INSTANCES WHERE SUFFICIENT COMPARATIVE DATA IS NOT AVAILABLE, THE ORGANIZATION UTILIZES MEMBERSHIP IN AN EMPLOYER'S ASSOCIATION WHICH PROVIDES HUMAN RESOURCES SERVICES IN SEVERAL AREAS INCLUDING HR CONSULTING, COMPENSATION, AND COMPLIANCE. THE EXECUTIVE COMMITTEE REVIEWS SALARIES AND RANGES OF OFFICERS AND KEY EMPLOYEES IN MAY FOR SALARIES EFFECTIVE THE FOLLOWING JULY 1ST. FOR THE UNIVERSITY PRESIDENT/CEO, THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND EVALUATES THE PRESIDENT'S CONTRACT AND ASSOCIATED SALARY BASED UPON COMPARABLE DATA AND ESTABLISHED RANGES. THE PERFORMANCE EVALUATION IS AN IMPORTANT COMPONENT OF THE EVALUATION PROCESS. THE BOARD OF TRUSTEES APPROVES PRESIDENT'S CONTRACT AND SALARY BASED UPON COMPARABLE DATA AND PRESIDENT'S PERFORMANCE EVALUATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDIT REPORT IS MADE AVAILABLE ONLINE THROUGH THE MUNICIPAL SECURITIES RULEMAKING BOARD WEBSITE FOR ELECTRONIC MUNICIPAL MARKET ACCESS. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON BOND INTEREST RATE SWAP -32,794. LOSSES ON UNCOLLECTIBLE PLEDGES -351,409. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH EDUCATION AND RESIDENCY TRAINING NETWORK | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRAND AVENUE | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272911834 | EIN |
| Primary Activities | EDUCATION AND TRAINING FOR MEDICAL STUDENTS, INTERNS AND RESIDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DES MOINES UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HEALTH EDUCATION AND RESIDENCY TRAINING NETWORK | ||
| B | $90,000 | GAAP |
| HEALTH EDUCATION AND RESIDENCY TRAINING NETWORK | ||
| Q | $99,909 | GAAP |