2014-02-04T15:48:55-06:00 2013-06-30 KFMR Katz Ferraro McMurtry PC 223 Fourth Avenue Suite 300 Pittsburgh PA 15222 990 2012-07-01 256087074 The Foundation for Indiana University of Pennsylvania (IUP) % DIR OF FINANCIAL OPERATIONS FOUN 7243573184 G-1 Sutton Hall Suite Indiana PA 15705 JACKLYN BROWN 7243573184 2014-01-22 true 4124710200 2012 2015-11-30 17:44:51Z Jacklyn Brown G-1 Sutton Hall 1011 S Drive Indiana PA 15705 56306562 false X www.iup.edu/foundation X 1967 PA To provide philanthropic support to Indiana University of Pennsylvania 15 15 6 0 4024197 3421760 28095536 29215857 1292609 2432805 1298082 632400 34710424 35702822 1582386 1622516 0 0 3660917 3576436 0 0 570960 31984077 30292734 37227380 35491686 -2516956 211136 288124314 289810555 287536394 269938667 587920 19871888 THE FOUNDATION FOR IUP'S PRIMARY MISSION IS TO PROVIDE SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA. false false 29010075 28672717 The foundation for IUP owns and rents residential housing to students of Indiana University of Pennsylvania 1733041 1733041 Provide scholarships and awards to students of Indiana University of Pennsylvania 3559920 2039044 Provide educational support to various colleges and departments at Indiana Unviersity of Pennsylvania 34303036 true true false false false false false true false true true false false true true false true true false false false false false true true false false true false false true false true false false false false false false false false false false false false true false false false false true 76 0 true 6 true false false false false false true true false false false false false false X 15 15 false false false false false false false true true false false true true false true true true true true false PA X DIR OF FINANCIAL OPERATIONS 7243573184 G-1 SUTTON HALL INDIANA UNIVERSITY Indiana PA 15705 Timothy G Rupert 15.0 X X 0 0 0 Richard D Caruso 5.0 X X Frank C Kinter 5.0 X X Sandy Barsotti 1.0 X Terry Dunlap 1.0 X Thomas W Gathers 1.0 X J Todd Good 1.0 X Timothy Kronewetter 1.0 X Susan A McMurdy 1.0 X Dr Ruth Riesenman 1.0 X Frank Roberts 1.0 X William Shipley 1.0 X Andrew W Stephenson 1.0 X Larry Wood Jr 1.0 X David G Antolik 1.0 X Rick Ubinger 1.0 X Jacklyn Brown 40.0 X 74500 3825 Elizabeth G Lauber 40.0 X 82308 7923 0 156808 11748 0 false false false RuffaloCODY LLC P O Box 3018 CEDAR RAPIDS IA 52406 Fundraising 339843 1 3421760 3421760 RESIDENCE HALL RENTAL 532000 28672717 28672717 MANAGEMENT FEE INCOME 900099 543140 543140 29215857 1430349 1430349 0 0 0 0 0 21523944 20521488 1002456 1002456 1002456 167633 82252 85381 85381 0 0 NON GIFT INCOME 900099 1021799 1021799 TRANSFER FROM STUDENT 900099 250000 250000 LOSS ON EXTINGUISHMENT OF DEBT 900099 -724780 -724780 547019 35702822 29762876 2518186 1622516 1622516 0 0 0 0 0 3576436 3576436 0 0 0 520790 520790 0 0 0 0 0 0 107222 61110 6185 39927 0 0 0 253006 203965 358 48683 138684 111342 7430 19912 0 0 10790049 10790049 0 6516472 6516472 593545 579841 13704 DIRECT PROGRAM SUPPORT 2527011 2470754 16826 39431 UTILITIES 2167177 2167177 UNCOLLECTIBLE PLEDGES 19405 19405 LICENSES AND FEES 803152 796133 4376 2643 5856221 4867046 568811 420364 35491686 34303036 617690 570960 4427848 5689393 0 0 3031964 1013706 1511523 939111 0 0 0 0 0 0 0 0 72400 18703 223582039 28510730 201417701 195071309 48675774 56995955 0 0 0 0 0 0 28987104 30082378 288124314 289810555 2007254 1868205 0 0 526266 570192 232667720 230680733 0 0 0 0 1932144 1130640 0 0 50403010 35688897 287536394 269938667 X -42856819 -26555752 9909615 12049645 33535124 34377995 587920 19871888 288124314 289810555 211136 19072832 X X false true X true false X 8632590 6034890 4210224 3993305 3507141 26378150 0 0 8632590 6034890 4210224 3993305 3507141 26378150 0 26378150 1301436 1178021 951561 1518129 1430349 6379496 0 244500 277337 215000 200000 250000 1186837 33944483 0.77710 0.78336 X Transfer from Student Cooperative Association, Inc. of $250,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 863187 X X X false 42459126 927580 4543858 934448 1803919 45192197 54998191 1742601 6577642 917226 19942082 42459126 48609397 5860590 6609559 1621950 3166177 1293228 54998191 42681470 8174729 3611184 1773176 2909839 1174971 48609397 47399382 10635587 -5534567 1819766 2378637 5620529 42681470 0.04200 0.76000 0.19800 false false 21600 21600 207054620 22890152 184164468 5259366 525449 4733917 11246453 5095129 6151324 195071309 INSURANCE INVESTMENT 616485 ART WORK 863187 RESTRICTED CASH HELD W/TRUSTEE 28602706 30082378 0 ACCRUED PAYROLL 13737 ARBITRAGE LIABILITY 32254 STUDENT DEPOSITS 246160 ACCRUED INTEREST PAYABLE 3158920 UNCLAIMED PROPERTY PAYABLE 2334 TRUSTS AND ANNUITIES PAYABLE 116042 HELD FOR IUP ALUMNI ASSOCIATIO 4022426 INTEREST RATE SWAP AGREEMENTS 28097024 35688897 54525654 19072832 19072832 35452822 250000 250000 35702822 35491686 35491686 35491686 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. X X X X X X X true RuffaloCoddy LLC 65 Kirkwood North Road SW Cedar Rapids IN 52404 Phone Solicitatio false 543062 273150 269912 543062 273150 269912 PA ECOB Golf Class 43150 43150 616 10355 7461 4016 Men's Basketbal 52465 52465 816 1780 6436 6923 2252 4 72018 72018 2337 13007 10060 102 16090 167633 167633 816 4733 29798 24444 102 22358 82251 85382 true Indiana Univeristy of Pennsylvania IUP Campus Indiana PA 15705 251470695 1622516 Scholarships A Pennsylvania higher educational facilities authori 232243852 70917RDW2 2006-05-16 51675000 To finance construction of student false false false B Pennsylvania Higher Educational Facilities Authori 232243852 70917RKD6 2007-05-15 80540000 To finance construction of student false false false C Pennsylvania Higher Educational Facilities Authori 232243852 70917rpz2 2008-05-06 73440000 To finance construction of student false false false D Pennsylvania Higher Educational Facilities Authori 232243852 70917R466 2012-04-12 37915000 Refinance original loan used to co false false false 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 A false false false false 0 B false false false false 0 C false false false false 0 D false false false false 0 A true false false 0 true Natixis Funding Corp 10. true false B true true true Morgan Kegan 32. true false 0 false C true true true MK Citizens Bank 32. true false 0 false D true false false 0 0 false A false B false C false D false 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 Crimson Hawks Hospitality LLC Management DE 0 0 NA