FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (EIN 25-6087074)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-04
- IRS object ID
- 201420359349301402
- Schema version
- 2012v2.3
- 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 G
- Schedule I
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-04T15:48:55-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFMR Katz Ferraro McMurtry PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 Fourth Avenue Suite 300 | AddressLine1 |
| City | Pittsburgh | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256087074 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation for Indiana University | BusinessNameLine1 |
| Business Name Line2 | of Pennsylvania (IUP) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DIR OF FINANCIAL OPERATIONS | InCareOfName |
| Name Control | FOUN | NameControl |
| Phone | 7243573184 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G-1 Sutton Hall | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Indiana | City |
| State | PA | State |
| ZIP Code | 15705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACKLYN BROWN | Name |
| Title | Dir of Financial Ops | Title |
| Phone | 7243573184 | Phone |
| Date Signed | 2014-01-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124710200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jacklyn Brown | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G-1 Sutton Hall 1011 S Drive | AddressLine1 |
| City | Indiana | City |
| State | PA | State |
| ZIP Code | 15705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 56306562 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.iup.edu/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | To provide philanthropic support to Indiana University of Pennsylvania | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4024197 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3421760 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28095536 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29215857 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1292609 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2432805 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1298082 | OtherRevenuePriorYear |
| Other Revenue Current Year | 632400 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34710424 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35702822 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1582386 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1622516 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3660917 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3576436 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 570960 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 31984077 | OtherExpensePriorYear |
| Other Expenses Current Year | 30292734 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37227380 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35491686 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2516956 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 211136 | RevenuesLessExpensesCY |
| Total Assets BOY | 288124314 | TotalAssetsBOY |
| Total Assets EOY | 289810555 | TotalAssetsEOY |
| Total Liabilities BOY | 287536394 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 269938667 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 587920 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19871888 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION FOR IUP'S PRIMARY MISSION IS TO PROVIDE SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 29010075 | Expense |
| Revenue | 28672717 | Revenue |
| Description | The foundation for IUP owns and rents residential housing to students of Indiana University of Pennsylvania | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1733041 | Expense |
| Grants | 1733041 | Grants |
| Description | Provide scholarships and awards to students of Indiana University of Pennsylvania | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3559920 | Expense |
| Grants | 2039044 | Grants |
| Description | Provide educational support to various colleges and departments at Indiana Unviersity of Pennsylvania | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 34303036 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | true | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 76 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DIR OF FINANCIAL OPERATIONS | NamePerson |
| Telephone Number | 7243573184 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G-1 SUTTON HALL INDIANA UNIVERSITY | AddressLine1 |
| City | Indiana | City |
| State | PA | State |
| ZIP Code | 15705 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Timothy G Rupert | |||||||
| President | 15.0 | X | X | 0 | 0 | 0 | |
| Richard D Caruso | |||||||
| Vice President | 5.0 | X | X | ||||
| Frank C Kinter | |||||||
| Secretary/Treasurer | 5.0 | X | X | ||||
| Sandy Barsotti | |||||||
| Director | 1.0 | X | |||||
| Terry Dunlap | |||||||
| Director | 1.0 | X | |||||
| Thomas W Gathers | |||||||
| Director | 1.0 | X | |||||
| J Todd Good | |||||||
| Director | 1.0 | X | |||||
| Timothy Kronewetter | |||||||
| Director | 1.0 | X | |||||
| Susan A McMurdy | |||||||
| Director | 1.0 | X | |||||
| Dr Ruth Riesenman | |||||||
| Director | 1.0 | X | |||||
| Frank Roberts | |||||||
| Director | 1.0 | X | |||||
| William Shipley | |||||||
| Director | 1.0 | X | |||||
| Andrew W Stephenson | |||||||
| Director | 1.0 | X | |||||
| Larry Wood Jr | |||||||
| Director | 1.0 | X | |||||
| David G Antolik | |||||||
| Director | 1.0 | X | |||||
| Rick Ubinger | |||||||
| Director | 1.0 | X | |||||
| Jacklyn Brown | |||||||
| Director of Financial Oper | 40.0 | 74500 | 3825 | X | |||
| Elizabeth G Lauber | |||||||
| Foundation Director | 40.0 | 82308 | 7923 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 156808 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11748 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RuffaloCODY LLC | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 3018 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Fundraising | DescriptionOfServices |
| Compensation | 339843 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 3421760 | AllOtherContributions |
| Total Contributions | 3421760 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENCE HALL RENTAL | 532000 | 28672717 | 28672717 |
| MANAGEMENT FEE INCOME | 900099 | 543140 | 543140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29215857 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1430349 | TotalRevenueColumn |
| Exclusion | $1,430,349 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21523944 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20521488 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1002456 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1002456 | TotalRevenueColumn |
| Exclusion | $1,002,456 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 167633 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 82252 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85381 | TotalRevenueColumn |
| Exclusion | $85,381 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NON GIFT INCOME | 900099 | 1021799 | 1021799 |
| TRANSFER FROM STUDENT | 900099 | 250000 | 250000 |
| LOSS ON EXTINGUISHMENT OF DEBT | 900099 | -724780 | -724780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 547019 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35702822 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29762876 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,518,186 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1622516 | Total |
| Program Services | 1622516 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3576436 | Total |
| Program Services | 3576436 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520790 | Total |
| Program Services | 520790 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107222 | Total |
| Program Services | 61110 | ProgramServices |
| Management And General | 6185 | ManagementAndGeneral |
| Fundraising | 39927 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253006 | Total |
| Program Services | 203965 | ProgramServices |
| Management And General | 358 | ManagementAndGeneral |
| Fundraising | 48683 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138684 | Total |
| Program Services | 111342 | ProgramServices |
| Management And General | 7430 | ManagementAndGeneral |
| Fundraising | 19912 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10790049 | Total |
| Program Services | 10790049 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6516472 | Total |
| Program Services | 6516472 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593545 | Total |
| Program Services | 579841 | ProgramServices |
| Management And General | 13704 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIRECT PROGRAM SUPPORT | 2527011 | 2470754 | 16826 | 39431 |
| UTILITIES | 2167177 | 2167177 | ||
| UNCOLLECTIBLE PLEDGES | 19405 | 19405 | ||
| LICENSES AND FEES | 803152 | 796133 | 4376 | 2643 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5856221 | Total |
| Program Services | 4867046 | ProgramServices |
| Management And General | 568811 | ManagementAndGeneral |
| Fundraising | 420364 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35491686 | Total |
| Program Services | 34303036 | ProgramServices |
| Management And General | 617690 | ManagementAndGeneral |
| Fundraising | 570960 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4427848 | BOY |
| EOY | 5689393 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3031964 | BOY |
| EOY | 1013706 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1511523 | BOY |
| EOY | 939111 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72400 | BOY |
| EOY | 18703 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 223582039 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28510730 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201417701 | BOY |
| EOY | 195071309 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48675774 | BOY |
| EOY | 56995955 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28987104 | BOY |
| EOY | 30082378 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288124314 | BOY |
| EOY | 289810555 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2007254 | BOY |
| EOY | 1868205 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 526266 | BOY |
| EOY | 570192 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232667720 | BOY |
| EOY | 230680733 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1932144 | BOY |
| EOY | 1130640 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50403010 | BOY |
| EOY | 35688897 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287536394 | BOY |
| EOY | 269938667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -42856819 | BOY |
| EOY | -26555752 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9909615 | BOY |
| EOY | 12049645 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33535124 | BOY |
| EOY | 34377995 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 587920 | BOY |
| EOY | 19871888 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288124314 | BOY |
| EOY | 289810555 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 211136 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 19072832 | ReconciliationUnrealizedInvest |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8632590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6034890 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4210224 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3993305 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3507141 | CurrentTaxYear |
| Total | 26378150 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8632590 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6034890 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4210224 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3993305 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3507141 | CurrentTaxYear |
| Total | 26378150 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26378150 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1301436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1178021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 951561 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1518129 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1430349 | CurrentTaxYear |
| Total | 6379496 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 244500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 277337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 215000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 200000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 250000 | CurrentTaxYear |
| Total | 1186837 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 33944483 | TotalSupport |
| Public Support Pertcentage170 | 0.77710 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78336 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Transfer from Student Cooperative Association, Inc. of $250,000. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 863187 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42459126 | BeginningOfYearBalance |
| Contributions | 927580 | Contributions |
| Investment Earnings Or Losses | 4543858 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 934448 | GrantsOrScholarships |
| Other Expenditures | 1803919 | OtherExpenditures |
| End Of Year Balance | 45192197 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54998191 | BeginningOfYearBalance |
| Contributions | 1742601 | Contributions |
| Investment Earnings Or Losses | 6577642 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 917226 | GrantsOrScholarships |
| Other Expenditures | 19942082 | OtherExpenditures |
| End Of Year Balance | 42459126 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48609397 | BeginningOfYearBalance |
| Contributions | 5860590 | Contributions |
| Investment Earnings Or Losses | 6609559 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1621950 | GrantsOrScholarships |
| Other Expenditures | 3166177 | OtherExpenditures |
| Administrative Expenses | 1293228 | AdministrativeExpenses |
| End Of Year Balance | 54998191 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42681470 | BeginningOfYearBalance |
| Contributions | 8174729 | Contributions |
| Investment Earnings Or Losses | 3611184 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1773176 | GrantsOrScholarships |
| Other Expenditures | 2909839 | OtherExpenditures |
| Administrative Expenses | 1174971 | AdministrativeExpenses |
| End Of Year Balance | 48609397 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47399382 | BeginningOfYearBalance |
| Contributions | 10635587 | Contributions |
| Investment Earnings Or Losses | -5534567 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1819766 | GrantsOrScholarships |
| Other Expenditures | 2378637 | OtherExpenditures |
| Administrative Expenses | 5620529 | AdministrativeExpenses |
| End Of Year Balance | 42681470 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21600 | OtherCostOrOtherBasis |
| Book Value | 21600 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 207054620 | OtherCostOrOtherBasis |
| Depreciation | 22890152 | Depreciation |
| Book Value | 184164468 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5259366 | OtherCostOrOtherBasis |
| Depreciation | 525449 | Depreciation |
| Book Value | 4733917 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11246453 | OtherCostOrOtherBasis |
| Depreciation | 5095129 | Depreciation |
| Book Value | 6151324 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 195071309 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INSURANCE INVESTMENT | 616485 |
| ART WORK | 863187 |
| RESTRICTED CASH HELD W/TRUSTEE | 28602706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 30082378 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PAYROLL | $13,737 |
| ARBITRAGE LIABILITY | $32,254 |
| STUDENT DEPOSITS | $246,160 |
| ACCRUED INTEREST PAYABLE | $3,158,920 |
| UNCLAIMED PROPERTY PAYABLE | $2,334 |
| TRUSTS AND ANNUITIES PAYABLE | $116,042 |
| HELD FOR IUP ALUMNI ASSOCIATIO | $4,022,426 |
| INTEREST RATE SWAP AGREEMENTS | $28,097,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 35688897 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 54525654 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 19072832 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 19072832 | RevenueNotRptdF990 |
| Revenue Subtotal | 35452822 | RevenueSubtotal |
| Other Revenues Not Included | 250000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 250000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 35702822 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35491686 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 35491686 | ExpensesSubtotal |
| Total Expenses Per Form990 | 35491686 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Transfer from Student | Schedule D, Part XI, Line 4b | Transfer from Student Cooperative Association, Inc. of $250,000. |
| Artwork Collection | Schedule D, Part III, Line 4 | The artwork collection held by the Foundation is a collection of art donated to be used by the University for educational purposes. |
| Endowment Funds | Schedule D, Part V, Line 4 | The intended use of the Foundation's endowment funds is to provide academic and progammatic support to Indiana University of PA. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RuffaloCoddy LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 Kirkwood North Road SW | AddressLine1 |
| City | Cedar Rapids | City |
| State | IN | State |
| ZIP Code | 52404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone Solicitatio | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 543062 | GrossReceipts |
| Amount Retained By Contractor | 273150 | AmountRetainedByContractor |
| Net To Organization | 269912 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 543062 | TotalGrossReceipts |
| Total Retained By Contractors | 273150 | TotalRetainedByContractors |
| Total Net To Organization | 269912 | TotalNetToOrganization |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ECOB Golf Class | NameOfEvent1 |
| Gross Receipts Event1 | 43150 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 43150 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 616 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 10355 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7461 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 4016 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Men's Basketbal | NameOfEvent2 |
| Gross Receipts Event2 | 52465 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 52465 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 816 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 1780 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 6436 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 6923 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2252 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 72018 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 72018 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 2337 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 13007 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 10060 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 102 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 16090 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 167633 | GrossReceiptsTotal |
| Gross Revenue Total Events | 167633 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 816 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 4733 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29798 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24444 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 102 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 22358 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 82251 | DirectExpenseSummaryEvents |
| Net Income Summary | 85382 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana Univeristy of Pennsylvania | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IUP Campus | AddressLine1 |
| City | Indiana | City |
| State | PA | State |
| ZIP Code | 15705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 251470695 | EINOfRecipient |
| Amount Of Cash Grant | 1622516 | AmountOfCashGrant |
| Purpose Of Grant | Scholarships | PurposeOfGrant |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Pennsylvania higher educational facilities authori | ||||||||
| A | 232243852 | 70917RDW2 | 2006-05-16 | 51675000 | To finance construction of student | false | false | false |
| Pennsylvania Higher Educational Facilities Authori | ||||||||
| B | 232243852 | 70917RKD6 | 2007-05-15 | 80540000 | To finance construction of student | false | false | false |
| Pennsylvania Higher Educational Facilities Authori | ||||||||
| C | 232243852 | 70917rpz2 | 2008-05-06 | 73440000 | To finance construction of student | false | false | false |
| Pennsylvania Higher Educational Facilities Authori | ||||||||
| D | 232243852 | 70917R466 | 2012-04-12 | 37915000 | Refinance original loan used to co | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 51675000 | 4427813 | 168513 | 0 | 2768869 | 1887895 | 0 | 44316964 | 0 | 0 | 2007 | false | false | true | true |
| B | 0 | 0 | 80540000 | 6493664 | 1354900 | 0 | 3376850 | 2305487 | 0 | 68655064 | 0 | 0 | 2008 | false | false | true | true |
| C | 0 | 0 | 73440000 | 5283918 | 3622200 | 0 | 1127360 | 330307 | 62770001 | 0 | 0 | 0 | 2009 | false | false | true | true |
| D | 0 | 0 | 37915000 | 2740390 | 0 | 0 | 484932 | 0 | 0 | 0 | 37043466 | 0 | 2010 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers |
|---|---|---|---|---|---|
| A | false | false | false | false | 0 |
| B | false | false | false | false | 0 |
| C | false | false | false | false | 0 |
| D | false | false | false | false | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | true | false | false | true | Natixis Funding Corp | 10. | true | false | |||
| Morgan Kegan | |||||||||||
| B | true | true | true | 0 | false | 32. | true | false | |||
| MK Citizens Bank | |||||||||||
| C | true | true | true | 0 | false | 32. | true | false | |||
| 0 | |||||||||||
| D | true | false | false | 0 | false | ||||||
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (34 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Review of this 990 | Form 990, Part VI, Section B, Line 11 | The Board of Trustees delegates the review of the 990 and related schedules to the audit committee and director of financial operations upon their recommendation, the 990 is approved for filing with the internal revenue service. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12C | The bylaws state that an individual must expose the conflict and remove themselves from the vote if the board has reasonable cause to believe that a director, officer, or committee member had failed to disclose an actual or possibly financial interest, it will afford the director, officer or committee member an opportunity to explain the alleged failure to disclose the conflict of interest. If after hearing the response and making such further investigation as the board deems appropriate, the board determines that the director, officer or committee member has in fact failed to disclose an actual or possible conflict of interest, it will take appropriate action, which may include immediate removal from the position held within the foundation for IUP. |
| Available to the Public | Form 990, Part VI, Section C, Line 19 | No documents available to the public. |
| Policies | Form 990, Part VI, Section B, Lines 15a & 15b | The Foundation for IUP has a Human Resources Committee made up of board members who evaluate the compensation for the Director and all employees of the organization using available comparability data provided by the University (IUP). The HR Committee reviews and approves the compensation and brings the decisions to the full Board of Directors to approve. |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:HOUSING MANAGEMENT FEE TOTAL EXPENSES:1161212 PROGRAM SERVICES:1161212 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:CONTRACTED SERVICES TOTAL EXPENSES:674902 PROGRAM SERVICES:389336 MANAGEMENT AND GENERAL:3246 FUNDRAISING:282320 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:RENTAL/LEASE - OTHER TOTAL EXPENSES:667148 PROGRAM SERVICES:665272 MANAGEMENT AND GENERAL:700 FUNDRAISING:1176 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PROFESSIONAL SERVICES AND HONO TOTAL EXPENSES:243113 PROGRAM SERVICES:192277 MANAGEMENT AND GENERAL:40385 FUNDRAISING:10451 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PAYMENT IN LIEU OF TAXES TOTAL EXPENSES:314166 PROGRAM SERVICES:314166 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:ADMINISTRATIVE OVERHEAD TOTAL EXPENSES:290000 PROGRAM SERVICES:290000 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PAYROLL EXPENSE TOTAL EXPENSES:397564 MANAGEMENT AND GENERAL:397564 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:TELECOMMUNICATIONS CHARGES TOTAL EXPENSES:102711 PROGRAM SERVICES:95276 MANAGEMENT AND GENERAL:2364 FUNDRAISING:5071 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:FOOD SUPPLIES AND SERVICES TOTAL EXPENSES:289287 PROGRAM SERVICES:243456 MANAGEMENT AND GENERAL:24685 FUNDRAISING:21146 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:MAINTENANCE AND REPAIRS TOTAL EXPENSES:152640 PROGRAM SERVICES:152052 FUNDRAISING:588 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:SUPPLIES TOTAL EXPENSES:187582 PROGRAM SERVICES:166652 MANAGEMENT AND GENERAL:8647 FUNDRAISING:12283 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:INTERNAL CHARGE BACK EXPENSE TOTAL EXPENSES:275079 PROGRAM SERVICES:275079 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:EQUIPMENT AND IMPROVEMENTS TOTAL EXPENSES:59519 PROGRAM SERVICES:55239 MANAGEMENT AND GENERAL:4280 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PRINTING AND DUPLICATING TOTAL EXPENSES:23378 PROGRAM SERVICES:11207 MANAGEMENT AND GENERAL:1664 FUNDRAISING:10507 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:BAD DEBT EXPENSE TOTAL EXPENSES:375714 PROGRAM SERVICES:375714 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:CONSULTING TOTAL EXPENSES:73698 MANAGEMENT AND GENERAL:40000 FUNDRAISING:33698 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:HOUSING, BOOK AND OTHER SCHEDU TOTAL EXPENSES:88424 PROGRAM SERVICES:88424 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:MEMBERSHIPS TOTAL EXPENSES:61592 PROGRAM SERVICES:14735 MANAGEMENT AND GENERAL:22396 FUNDRAISING:24461 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:POSTAGE/FREIGHT TOTAL EXPENSES:30188 PROGRAM SERVICES:17429 MANAGEMENT AND GENERAL:576 FUNDRAISING:12183 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:SUBSCRIPTIONS TOTAL EXPENSES:15173 PROGRAM SERVICES:14540 MANAGEMENT AND GENERAL:120 FUNDRAISING:513 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:COMPUTER AND DATA PROCESSING TOTAL EXPENSES:224822 PROGRAM SERVICES:222486 MANAGEMENT AND GENERAL:2031 FUNDRAISING:305 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:CAMPS AND CONFERENCES TOTAL EXPENSES:19459 PROGRAM SERVICES:17309 MANAGEMENT AND GENERAL:650 FUNDRAISING:1500 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:STAFF AND STUDENT APPRECIATION TOTAL EXPENSES:51390 PROGRAM SERVICES:44758 MANAGEMENT AND GENERAL:5079 FUNDRAISING:1553 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:BANK SERVICE CHARGE TOTAL EXPENSES:16626 PROGRAM SERVICES:3464 MANAGEMENT AND GENERAL:13162 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PRIZES TOTAL EXPENSES:24537 PROGRAM SERVICES:22850 MANAGEMENT AND GENERAL:185 FUNDRAISING:1502 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PROFESSIONAL DEVELOPMENT TOTAL EXPENSES:17731 PROGRAM SERVICES:17238 MANAGEMENT AND GENERAL:483 FUNDRAISING:10 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:RENTAL/LEASE EQUIPMENT TOTAL EXPENSES:17941 PROGRAM SERVICES:16661 MANAGEMENT AND GENERAL:183 FUNDRAISING:1097 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:STUDENT NON ACADEMIC AWARDS TOTAL EXPENSES:60 PROGRAM SERVICES:60 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:MISCELLANEOUS TAXES TOTAL EXPENSES:446 PROGRAM SERVICES:94 MANAGEMENT AND GENERAL:352 |
| OTHER EXPENSES | FORM 990 PART IX | DESCRIPTION:PROFESSIONAL AWARDS TOTAL EXPENSES:119 PROGRAM SERVICES:60 MANAGEMENT AND GENERAL:59 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crimson Hawks Hospitality LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Management | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |