2013-02-14T09:24:50-06:00 2012-06-30 KFMR Katz Ferraro McMurtry PC 223 Fourth Avenue Suite 300 Pittsburgh PA 15222 990 2011-07-01 256087074 The Foundation for Indiana University of Pennsylvania (IUP) % DIR OF FINANCIAL OPERATIONS FOUN 7243573184 G-1 Sutton Hall Indiana PA 15705 JACKLYN BROWN 2013-02-15 true Peter C Ferraro CPA 4124710200 2011 2016-03-07 17:11:31Z Jacklyn Brown 103 Sutton Hall 1011 S Drive Indiana PA 15705 49294193 false X www.iup.edu/foundation X 1967 PA To develop and provide philanthropic support to Indiana University of Pennsylvania 16 16 3 0 4155464 4024197 26429196 28095536 2173902 1292609 1892392 1298082 34650954 34710424 1621950 1582386 0 0 3786576 3660917 0 0 744521 31855174 31984077 37263700 37227380 -2612746 -2516956 296671292 288124314 268525977 287536394 28145315 587920 The foundation for IUP's primary mission is to develop and provide support to Indiana University of Pennsylvania. false false 28132255 27099385 The foundation for IUP owns and rents residential housing to students of Indiana University of Pennsylvania 1582386 1582386 Provide scholarships and awards to students of Indiana University of Pennsylvania 6145609 2255065 Provide educational support to various colleges and departments at Indiana Unviersity of Pennsylvania 35860250 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 true true false false true false false false false false true 74 0 true 3 true false false false false false true true false false false false false false X 16 16 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 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 Randall Sheetz 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 Jacklyn Brown 40.0 X 17192 53246 8691 Elizabeth G Lauber 20.0 X 6154 23346 53246 8691 0 false false false RuffaloCODY LLC P O Box 3018 CEDAR RAPIDS IA 52406 Fundraising 410855 1 93496 3930701 146180 4024197 RESIDENCE HALL RENTAL 532000 27099385 27099385 MANAGEMENT FEE INCOME 900099 996151 996151 28095536 1518129 1518129 0 0 14278412 14503932 -225520 -225520 -225520 48945 93496 79837 -30892 37498 0 0 NON GIFT INCOME 900099 1128974 1128974 TRANSFER FROM STUDENT 900099 200000 200000 1328974 34710424 29424510 1330107 1582386 1582386 0 0 0 0 0 3660917 3660917 0 0 0 552317 550035 2282 0 0 0 0 0 0 108984 86776 22208 0 0 0 205270 157970 47300 115844 112083 1505 2256 0 0 9972482 9972482 0 6459861 6459861 577236 568652 8584 DIRECT PROGRAM SUPPORT 2897003 2680908 179979 36116 UTILITIES 2326858 2326858 UNCOLLECTIBLE PLEDGES 1793369 1793369 LICENSES AND FEES 1518765 1514877 734 3154 5456088 4393076 429525 633487 37227380 35860250 622609 744521 7804805 4427848 0 0 6697850 3031964 889524 1511523 0 0 0 0 126936 0 0 0 71695 72400 223411959 21994258 207474431 201417701 46040279 48675774 0 0 0 0 0 0 27565772 28987104 296671292 288124314 5595570 2007254 0 0 520882 526266 197800638 232667720 0 0 0 0 38681205 1932144 0 0 25927682 50403010 268525977 287536394 X -18168788 -42856819 13397148 9909615 32916955 33535124 28145315 587920 296671292 288124314 X -2516956 -25040439 X X false true true X false X 4134341 8632590 6034890 4210224 3993305 27005350 4134341 8632590 6034890 4210224 3993305 27005350 27005350 1363600 1301436 1178021 951561 1518129 6312747 219000 244500 277337 215000 200000 1155837 34473934 0.78336 0.78540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146180 863187 54998191 1742601 6577642 20859308 42459126 48609397 5860590 6609559 1621950 3166177 1293228 54998191 42681470 8174729 3611184 1773176 2909839 1174971 48609397 47399382 10635587 -5534567 1819766 2378637 5620529 42681470 0.03400 0.79000 0.17600 false false 21600 21600 207054620 17715644 189338976 5210617 386125 4824492 11125122 3892489 7232633 201417701 INSURANCE INVESTMENT 589696 ART WORK 863187 RESTRICTED CASH HELD W/TRUSTEE 27534221 28987104 0 ACCRUED PAYROLL 16577 ARBITRAGE LIABILITY 24484 STUDENT DEPOSITS 261065 ACCRUED INTEREST PAYABLE 2636680 UNCLAIMED PROPERTY PAYABLE 3215 TRUSTS AND ANNUITIES PAYABLE 156490 HELD FOR IUP ALUMNI ASSOCIATION 3642866 INTEREST RATE SWAP AGREEMENTS 43661633 50403010 34710424 37227380 -2516956 -25013759 -25013759 -27530715 9469985 -25040439 -25040439 34510424 200000 200000 34710424 37227380 37227380 37227380 Transfer from Student Transfer from student cooperative association, inc. 200,000. Changes in net assets or fund balances Form 990, Part XI, Line 5 Net unrealized loss on investments (25,040,439) X X X X X X X true RuffaloCoddy LLC 65 Kirkwood North Road SW Cedar Rapids IN 52404 Phone Solicitatio false 580465 410855 97610 580465 410855 97610 PA EBOC Golf Class 24000 15400 8600 1090 1290 7400 4559 751 Men's Basketbal 47865 32225 15640 629 4438 6917 6345 661 5 70576 45871 24705 400 2050 15179 11239 3600 13288 142441 93496 48945 2119 7778 29496 22143 3600 14700 79836 -30891 true Indiana Univeristy of Pennsylvania IUP Campus Indiana PA 15705 251470695 1582386 Scholarships Pennsylvania higher educational facilities authori 232243852 70917RDW2 2006-05-16 51675000 To finance construction of student false false false Pennsylvania Higher Educational Facilities Authori 232243852 70917RKD6 2007-05-15 80540000 To finance construction of student false false false Pennsylvania Higher Educational Facilities Authori 232243852 70917RPZ2 2008-05-06 73440000 To finance construction of student false false false Pennsylvania Higher Educational Facilities Authori 232243852 70917R466 2012-04-12 37915000 Refinance original loan used to co false false false 0 0 5167500 4427813 168513 0 2768869 1887895 0 44316964 0 0 2007 false false true true 0 0 80540000 6493664 1354900 0 3376850 2305487 0 68655064 0 0 2008 false false true true 0 0 73440000 5283918 3622200 0 1127360 330307 62770001 0 0 0 2009 false false true true 0 0 37915000 2740390 0 0 484932 0 0 0 37043466 0 2010 true false true true false false false false 0 true false false false false 0 true false false false false 0 true false false false false 0 true true false false 0 true Natixis Funding Corp 10. true false true true true true Morgan Kegan 32. true false 0 false true true true true MK Citizens Bank 32. true false 0 false true true false false 0 0 false true X 146180 Fair Market Value false true 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:1212298 PROGRAM SERVICES:1212298 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:CONTRACTED SERVICES TOTAL EXPENSES:785175 PROGRAM SERVICES:361951 MANAGEMENT AND GENERAL:4822 FUNDRAISING:418402 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:RENTAL/LEASE - OTHER TOTAL EXPENSES:637088 PROGRAM SERVICES:636826 FUNDRAISING:262 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PROFESSIONAL SERVICES AND HONO TOTAL EXPENSES:412783 PROGRAM SERVICES:260775 MANAGEMENT AND GENERAL:72113 FUNDRAISING:79895 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:252416 MANAGEMENT AND GENERAL:252416 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:TELECOMMUNICATIONS CHARGES TOTAL EXPENSES:246864 PROGRAM SERVICES:239903 MANAGEMENT AND GENERAL:2204 FUNDRAISING:4757 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:FOOD SUPPLIES AND SERVICES TOTAL EXPENSES:186921 PROGRAM SERVICES:157331 MANAGEMENT AND GENERAL:5513 FUNDRAISING:24077 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MAINTENANCE AND REPAIRS TOTAL EXPENSES:174359 PROGRAM SERVICES:171533 MANAGEMENT AND GENERAL:2564 FUNDRAISING:262 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SUPPLIES TOTAL EXPENSES:159899 PROGRAM SERVICES:138619 MANAGEMENT AND GENERAL:14976 FUNDRAISING:6304 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:INTERNAL CHARGE BACK EXPENSE TOTAL EXPENSES:142367 PROGRAM SERVICES:142367 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:EQUIPMENT AND IMPROVEMENTS TOTAL EXPENSES:110770 PROGRAM SERVICES:96071 MANAGEMENT AND GENERAL:14645 FUNDRAISING:54 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PRINTING AND DUPLICATING TOTAL EXPENSES:110562 PROGRAM SERVICES:84875 MANAGEMENT AND GENERAL:1411 FUNDRAISING:24276 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BAD DEBT EXPENSE TOTAL EXPENSES:64455 PROGRAM SERVICES:64455 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:CONSULTING TOTAL EXPENSES:58915 PROGRAM SERVICES:1739 MANAGEMENT AND GENERAL:30000 FUNDRAISING:27176 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:HOUSING, BOOK AND OTHER SCHEDU TOTAL EXPENSES:56662 PROGRAM SERVICES:56662 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MEMBERSHIPS TOTAL EXPENSES:39137 PROGRAM SERVICES:13784 MANAGEMENT AND GENERAL:627 FUNDRAISING:24726 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:POSTAGE/FREIGHT TOTAL EXPENSES:38040 PROGRAM SERVICES:24103 MANAGEMENT AND GENERAL:48 FUNDRAISING:13889 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SUBSCRIPTIONS TOTAL EXPENSES:32851 PROGRAM SERVICES:29397 MANAGEMENT AND GENERAL:352 FUNDRAISING:3102 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:COMPUTER AND DATA PROCESSING TOTAL EXPENSES:30099 PROGRAM SERVICES:16189 MANAGEMENT AND GENERAL:9494 FUNDRAISING:4416 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:CAMPS AND CONFERENCES TOTAL EXPENSES:27226 PROGRAM SERVICES:27226 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:STAFF AND STUDENT APPRECIATION TOTAL EXPENSES:22738 PROGRAM SERVICES:19883 MANAGEMENT AND GENERAL:2855 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BANK SERVICE CHARGE TOTAL EXPENSES:16342 PROGRAM SERVICES:2199 MANAGEMENT AND GENERAL:14143 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PRIZES TOTAL EXPENSES:14020 PROGRAM SERVICES:12497 FUNDRAISING:1523 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PROFESSIONAL DEVELOPMENT TOTAL EXPENSES:11363 PROGRAM SERVICES:10327 MANAGEMENT AND GENERAL:881 FUNDRAISING:155 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:RENTAL/LEASE EQUIPMENT TOTAL EXPENSES:4318 PROGRAM SERVICES:4003 MANAGEMENT AND GENERAL:143 FUNDRAISING:172 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:STUDENT NON ACADEMIC AWARDS TOTAL EXPENSES:3739 PROGRAM SERVICES:3739 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MISCELLANEOUS TAXES TOTAL EXPENSES:467 PROGRAM SERVICES:110 MANAGEMENT AND GENERAL:318 FUNDRAISING:39 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PROFESSIONAL AWARDS TOTAL EXPENSES:48 PROGRAM SERVICES:48 Crimson Hawks Hospitality LLC Management DE 0 0 NA