STATE UNIVERSITY OF IOWA FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STATE UNIVERSITY OF IOWA FOUNDATION (EIN 42-0796760)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-09
- IRS object ID
- 201103139349300915
- Schema version
- 2010v3.4
- 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 J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T11:16:32-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM MCGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE SUITE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420796760 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE UNIVERSITY OF IOWA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAT | NameControl |
| Phone | 3193353305 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4550 | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522444550 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERRI P FURMAN | Name |
| Title | VICE PRESIDENT, CFO &TREASURER | Title |
| Phone | 3193353305 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY HEGARTY | Name |
| Phone | 3192985333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF IOWA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LYNETTE L MARSHALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4550 | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 52242 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 96795509 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UIFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | THE PREFERRED CHANNEL FOR PRIVATE CONTRIBUTIONS TO SUPPORT THE UNIVERSITY OF IOWA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 465 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -114157 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -114157 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 84044852 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 72475764 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 41793788 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14038813 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11006436 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9523932 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 136845076 | TotalRevenuePriorYear |
| Total Revenue Current Year | 96038509 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 57984664 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 68500530 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14960720 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15297202 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 756564 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 693728 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10225427 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4292940 | OtherExpensePriorYear |
| Other Expenses Current Year | 5057293 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 77994888 | TotalExpensesPriorYear |
| Total Expenses Current Year | 89548753 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 58850188 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6489756 | RevenuesLessExpensesCY |
| Total Assets BOY | 942883072 | TotalAssetsBOY |
| Total Assets EOY | 1121789111 | TotalAssetsEOY |
| Total Liabilities BOY | 97922270 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 114415796 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 844960802 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1007373315 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNIVERSITY OF IOWA FOUNDATION WAS ESTABLISHED TO RAISE PRIVATE GIFT SUPPORT ON BEHALF OF THE UNIVERSITY OF IOWA, AND TO SERVE AS THE UNIVERSITY'S PRIMARY FUNDRAISING ORGANIZATION. OUR MISSION STATEMENT IS: ADVANCING THE UNIVERSITY OF IOWA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 71123601 | Expense |
| Grants | 68500530 | Grants |
| Revenue | 9638089 | Revenue |
| Description | GRANTS PROVIDE RESOURCES TO THE UNIVERSITY OF IOWA FOR STUDENT AND FACULTY SUPPORT, RESEARCH, CAPITAL PROJECTS AND PROGRAM SUPPORT | Description |
| Total Program Service Expense | 71123601 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 465 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 3 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRI FURMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3193353305 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST PARK ROAD PO BOX 4550 | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522444550 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| P SUE BECKWITH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS R BUROKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES W CARNEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROSS D CHRISTENSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW W CODE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RALPH H CONGDON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATHLEEN A DORE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JANICE REALS ELLIG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID J FISHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CASSANDRA S FOENS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NOLDEN GENTRY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN R GRUNEICH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LEONARD A HADLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS R HANSON | |||||||
| CHAIR/DIRECTOR | 1.00 | X | 0 | 0 | 0 | X | |
| DONALD W HEINEKING | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID A HOAK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES M KIERSCHT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| W A BILL KRAUSE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROGER L LANDE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CURTIS K LANE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CASEY D MAHON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SALLY MASON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN PAPPAJOHN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAN C ROBERTS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GARY F SEAMANS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY JOY STEAD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREGG G THOMOPULOS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NATHAN R TROSS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT W VERHILLE | |||||||
| VICE CHAIR/DIRECTOR | 1.00 | X | 0 | 0 | 0 | X | |
| NANCY B WILLIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CATHERINE ZAHARIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LYNETTE L MARSHALL | |||||||
| PRESIDENT | 40.00 | 334908 | 0 | 39394 | X | ||
| TIFFANI K SHAW | |||||||
| VP/ASST SECRETARY | 40.00 | 222387 | 0 | 39289 | X | ||
| JENNIFER K SMITH | |||||||
| SECRETARY | 40.00 | 72520 | 0 | 14992 | X | ||
| SHERRI P FURMAN | |||||||
| CFO/TREASURER | 40.00 | 109194 | 0 | 29829 | X | ||
| DAVID DIERKS | |||||||
| VICE PRESIDENT | 40.00 | 149815 | 0 | 30998 | X | ||
| DAVID TRIPLETT | |||||||
| VP DEV RESOURCES | 40.00 | 157862 | 0 | 28996 | X | ||
| RICHARD WRETMAN | |||||||
| VP MAIN CAMPUS DEV | 40.00 | 160861 | 0 | 16186 | X | ||
| KEVIN C COLLINS | |||||||
| ASSOC VP | 40.00 | 127649 | 0 | 28084 | X | ||
| TOM K DEPRENGER | |||||||
| ASSOC VP | 40.00 | 121314 | 0 | 26943 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1456510 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 254711 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMERGENT INC | |||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | MAIL SOLICITATIONS | 486394 |
| MAVEN WAVE PARTNERS LLC | |||||
| 222 S RIVERSIDE PLAZA STE 2730 | CHICAGO | IL | 60606 | SOFTWARE CONSULTANTS | 305387 |
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 31193 | SOFTWARE DEVELOP/CONSULTANTS | 231863 |
| FUND EVALUATION GROUP L | |||||
| PO BOX 71-5060 | COLUMBUS | OH | 432715060 | FINANCIAL CONSULTANT | 206429 |
| DIAMOND MARKETING SOLUTION | |||||
| 280 MADSEN DRIVE STE 100 | BLOOMINGDALE | IL | 60108 | MAIL SOLICITATIONS | 188223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 72475764 | AllOtherContributions |
| Noncash Contributions | 8646220 | NoncashContributions |
| Total Contributions | 72475764 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2711029 | TotalRevenueColumn |
| Exclusion | $2,711,029 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11327784 | Securities |
| Other | 757000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 757000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11327784 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11327784 | TotalRevenueColumn |
| Exclusion | $11,327,784 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| FUNDRAISING REVENUE | 900099 | 8713974 | 8713974 | |
| MGMT & SERVICE FEE INC | 900099 | 924115 | 924115 | |
| INVESTMENT PARTNERSHIP | 900099 | -114157 | -114157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9523932 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96038509 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9638089 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -114157 | UnrelatedBusinessRevenue |
| Exclusion | $14,038,813 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68500530 | Total |
| Program Services | 68500530 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980504 | Total |
| Program Services | 140775 | ProgramServices |
| Management And General | 422325 | ManagementAndGeneral |
| Fundraising | 417404 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11031750 | Total |
| Program Services | 1520120 | ProgramServices |
| Management And General | 3371992 | ManagementAndGeneral |
| Fundraising | 6139638 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2153612 | Total |
| Program Services | 343838 | ProgramServices |
| Management And General | 704434 | ManagementAndGeneral |
| Fundraising | 1105340 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367544 | Total |
| Program Services | 55132 | ProgramServices |
| Management And General | 106587 | ManagementAndGeneral |
| Fundraising | 205825 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 763792 | Total |
| Program Services | 105059 | ProgramServices |
| Management And General | 238090 | ManagementAndGeneral |
| Fundraising | 420643 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61791 | Total |
| Program Services | 15448 | ProgramServices |
| Management And General | 46343 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64375 | Total |
| Program Services | 16094 | ProgramServices |
| Management And General | 48281 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 693728 | Total |
| Fundraising | 693728 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 712062 | Total |
| Program Services | 71206 | ProgramServices |
| Management And General | 263463 | ManagementAndGeneral |
| Fundraising | 377393 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255516 | Total |
| Program Services | 12776 | ProgramServices |
| Management And General | 28107 | ManagementAndGeneral |
| Fundraising | 214633 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 568845 | Total |
| Program Services | 56884 | ProgramServices |
| Management And General | 480987 | ManagementAndGeneral |
| Fundraising | 30974 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 614009 | Total |
| Program Services | 61401 | ProgramServices |
| Management And General | 552608 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400093 | Total |
| Program Services | 40009 | ProgramServices |
| Management And General | 340079 | ManagementAndGeneral |
| Fundraising | 20005 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354177 | Total |
| Program Services | 35417 | ProgramServices |
| Management And General | 53127 | ManagementAndGeneral |
| Fundraising | 265633 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279750 | Total |
| Management And General | 279750 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1047903 | Total |
| Program Services | 104790 | ProgramServices |
| Management And General | 943113 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143952 | Total |
| Program Services | 7198 | ProgramServices |
| Management And General | 107964 | ManagementAndGeneral |
| Fundraising | 28790 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STAFF DEVELOPMENT TRAIN | 239052 | 23906 | 167336 | 47810 |
| POSTAGE/MAIL HANDLING | 175798 | 7032 | 1758 | 167008 |
| PRINTING/PUBLICATIONS | 85519 | 5986 | 21380 | 58153 |
| RECRUITMENT | 54451 | 22001 | 32450 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89548753 | Total |
| Program Services | 71123601 | ProgramServices |
| Management And General | 8199725 | ManagementAndGeneral |
| Fundraising | 10225427 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41622982 | BOY |
| EOY | 29698465 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115689487 | BOY |
| EOY | 108088923 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219944 | BOY |
| EOY | 298115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40660359 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13686408 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24291509 | BOY |
| EOY | 26973951 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 661056775 | BOY |
| EOY | 860453827 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99868408 | BOY |
| EOY | 96201290 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133967 | BOY |
| EOY | 74540 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942883072 | BOY |
| EOY | 1121789111 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2007894 | BOY |
| EOY | 2066779 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89619376 | BOY |
| EOY | 106664017 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6295000 | BOY |
| EOY | 5685000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97922270 | BOY |
| EOY | 114415796 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19702359 | BOY |
| EOY | 24794030 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 353545943 | BOY |
| EOY | 485018585 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 471712500 | BOY |
| EOY | 497560700 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 844960802 | BOY |
| EOY | 1007373315 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942883072 | BOY |
| EOY | 1121789111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6489756 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 155922757 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | 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 | 61102947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82814257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97883978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84044852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72475764 | CurrentTaxYear |
| Total | 398321798 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61102947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82814257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97883978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84044852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 72475764 | CurrentTaxYear |
| Total | 398321798 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 27908765 | AmountsSubstContributorsTotal |
| Public Support Total170 | 370413033 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4910850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4657326 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3138429 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2228026 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2711029 | CurrentTaxYear |
| Total | 17645660 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9060952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10604100 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10362149 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10977079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9638089 | CurrentTaxYear |
| Total | 50642369 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 466609827 | TotalSupport |
| Public Support Pertcentage170 | 0.79380 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80240 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE MGMT & SERVICE FEE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 538229834 | BeginningOfYearBalance |
| Contributions | 21956962 | Contributions |
| Investment Earnings Or Losses | 121852354 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6854727 | GrantsOrScholarships |
| Other Expenditures | 12253824 | OtherExpenditures |
| End Of Year Balance | 662930599 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 464736257 | BeginningOfYearBalance |
| Contributions | 26383060 | Contributions |
| Investment Earnings Or Losses | 64643709 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5378491 | GrantsOrScholarships |
| Other Expenditures | 12154701 | OtherExpenditures |
| End Of Year Balance | 538229834 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 529046652 | BeginningOfYearBalance |
| Contributions | 34976673 | Contributions |
| Investment Earnings Or Losses | -81886762 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5687834 | GrantsOrScholarships |
| Other Expenditures | 11712471 | OtherExpenditures |
| End Of Year Balance | 464736258 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32227746 | OtherCostOrOtherBasis |
| Depreciation | 6680612 | Depreciation |
| Book Value | 25547134 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2336944 | OtherCostOrOtherBasis |
| Depreciation | 1758738 | Depreciation |
| Book Value | 578206 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6095669 | OtherCostOrOtherBasis |
| Depreciation | 5247058 | Depreciation |
| Book Value | 848611 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26973951 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ASSETS IN LIVING TRUSTS | 57101184 | F |
| UNIVERSITY OF IOWA FACILITIES CORPORATION | 1674179 | F |
| OTHER, PRIMARILY CSV LIFE INS | 5597540 | F |
| BENEFICIAL INT PERPETUAL TRUST | 11347504 | F |
| MANAGED SEPARATE INVESTMENT ACCTS | 20480883 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 96201290 | TotalOfBookValueSecurities |
| Total Revenue | 96038509 | TotalRevenue |
| Total Expenses | 89548753 | TotalExpenses |
| Excess Or Deficit For Year | 6489756 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 155901030 | NetUnrealizedGLOnInvestments |
| Other | $21,727 | OtherAmount |
| Total Adjustments | 155922757 | TotalAdjustments |
| Excess Or Deficit Per FS | 162412513 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 252170086 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 155901030 | NetUnrealizedGainsInvestments |
| Other Revenues | 230547 | OtherRevenues |
| Revenue Not Rptd F990 | 156131577 | RevenueNotRptdF990 |
| Revenue Subtotal | 96038509 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 96038509 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 89757573 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 208820 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 208820 | ExpensesNotRptdF990 |
| Expenses Subtotal | 89548753 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 89548753 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE INVESTMENT OBJECTIVE OF THE ENDOWMENT IS TO SEEK MAXIMUM TOTAL RETURN CONSISTENT WITH THE PRESERVATON OF PRINCIPAL, DIVERSIFICATION AND AVOIDANCE OF EXCESSIVE RISK. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2008 NOR HAS THE FOUNDATION BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INCOME OF UNIVERSITY OF IOWA FACILITIES CORPORATION 21,727. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCOME OF UNIVERSITY OF IOWA FACILITIES CORPORATION 230,547. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF UNIVERSITY OF IOWA FACILITIES CORPORATION 208,820. |
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 |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| DIAMOND MARKETING SOLUTIONS | ||||||||
| 280 MADSEN DR STE 100 | BLOOMINGTON | IL | 60108 | MAIL SOLICITATION | 0 | 1844332 | 188223 | 1656109 |
| AMERGENT INC | ||||||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | MAIL SOLICITATION | 0 | 580773 | 486394 | 94379 |
| RUFFALOCODY | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | TELEPHONE SOLICITATION | 0 | 231327 | 21000 | 210327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2656432 | TotalGrossReceipts |
| Total Retained By Contractors | 695617 | TotalRetainedByContractors |
| Total Net To Organization | 1960815 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE UNIVERSITY OF IOWA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 JESSUP HALL | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522421316 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 426004813 | EINOfRecipient |
| IRC Section | 501(C)3 | IRCSection |
| Amount Of Cash Grant | 68500530 | AmountOfCashGrant |
| Purpose Of Grant | STUDENT FINL AID, FACULTY SUPPORT, RESEARCH & ACADEMIC PROGRAMS | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS (OR TRANSFERS TO THE UNIVERSITY OF IOWA) FROM THE UNIVERSITY OF IOWA FOUNDATION ARE SUBJECT TO UNIVERSITY OF IOWA AND UNIVERSITY OF IOWA FOUNDATION POLICIES AND PROCEDURES. BY SUBMISSION OF AN APPROVED REQUEST FOR TRANSFER OR EXPENDITURE, THE UNIVERSITY OF IOWA DEPARTMENT ACKNOWLEDGES THAT THE EXPENSE COMPLIES WITH DONOR INTENT AS SPECIFIED IN THE DONOR INTENT DOCUMENT SUPPLIED AT THE TIME THE GIFT IS RECEIVED FROM THE DONOR. ALL TRANSFER REQUESTS MUST INCLUDE A WRITTEN DESCRIPTION OF THE NATURE, DATE, PURPOSE AND THE AMOUNT OF THE REIMBURSABLE EXPENSE AND SIGNATURE OF AN AUTHORIZED UNIVERSITY OF IOWA ACCOUNT REPRESENTATIVE. ULTIMATE EXPENDITURE FOR PURPOSE MUST BE MADE THROUGH UNIVERSITY OF IOWA. SUPPORTING DOCUMENTATION MUST BE ATTACHED OR BE AVAILABLE IF REQUESTED BY THE UNIVERSITY OF IOWA FOUNDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNETTE L MARSHALL | |||||||||||||
| 314503 | 0 | 20000 | 0 | 405 | 0 | 23481 | 0 | 15913 | 0 | 374302 | 0 | 0 | 0 |
| TIFFANI K SHAW | |||||||||||||
| 217207 | 0 | 5000 | 0 | 180 | 0 | 16671 | 0 | 22618 | 0 | 261676 | 0 | 0 | 0 |
| DAVID DIERKS | |||||||||||||
| 147619 | 0 | 0 | 0 | 2196 | 0 | 11517 | 0 | 19481 | 0 | 180813 | 0 | 0 | 0 |
| DAVID TRIPLETT | |||||||||||||
| 154666 | 0 | 1000 | 0 | 2196 | 0 | 11760 | 0 | 17236 | 0 | 186858 | 0 | 0 | 0 |
| RICHARD WRETMAN | |||||||||||||
| 158493 | 0 | 1000 | 0 | 1368 | 0 | 11526 | 0 | 4660 | 0 | 177047 | 0 | 0 | 0 |
| KEVIN C COLLINS | |||||||||||||
| 114775 | 0 | 12720 | 0 | 154 | 0 | 8869 | 0 | 19215 | 0 | 155733 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEN MASON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY-SALLY MASON, DIRECTOR | Relationship |
| Amount Of Transaction | 72216 | AmountOfTransaction |
| Description Of Transaction | SALARY SUPPORT | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 234 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4573204 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG OF HIGH & LOW | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 158001 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ACTUARIAL CALCLTN | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3915015 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTIONS RECEIVED | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 10: | THE CHANGE IN INVESTMENT INCOME BETWEEN CURRENT YEAR AND PRIOR YEAR IS PRIMARILY DUE TO THE METHODOLOGY USED TO ACCOUNT FOR REALIZED GAINS AND LOSSES IN THE FOUNDATION'S INVESTMENT PORTFOLIO RATHER THAN ACTUAL MARKET RESULTS. THE FOUNDATION PLANS TO IMPLEMENT A CHANGE IN ACCOUNTING FOR REALIZED GAINS AND LOSSES IN FUTURE YEARS WHICH WILL IMPROVE COMPARABILITY. | |
| THE STATE UNIVERSITY OF IOWA FOUNDATION'S BOARD OF DIRECTORS THROUGH ITS BYLAWS, DELEGATES AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AND EXCERCISES ALL OF THE POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD TO THE EXTENT PERMITTED BY LAW. REPORTS OF THE ACTION OF THE EXECUTIVE COMMITTEE ARE SUBMITTED TO THE BOARD AT ITS NEXT MEETING FOLLOWING THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD AND NOT FEWER THAN THREE OR MORE THAN SIX MEMBERS OF THE BOARD APPOINTED BY THE BOARD AT ITS ANNUAL MEETING, THE EXACT NUMBER TO BE DETERMINED AT THE TIME OF ELECTION. IN ADDITION, THE PRESIDENT OF THE STATE UNIVERSITY OF IOWA IS AN EX OFFICIO MEMBER WITH VOTING POWER. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. | FORM 990, PART VI, SECTION A, LINE 1 | |
| THREE MEMBERS OF THE BOARD OF DIRECTORS REVIEWED FORM 990 ON A LINE-BY-LINE BASIS BEFORE IT IS FILED WITH THE IRS. ONCE THE REVIEW IS COMPLETE, THE FINAL IS POSTED ON THE BOARD WEB SITE. ALL BOARD MEMBERS ARE THEN NOTIFIED TO ACCESS THE WEB SITE AND REVIEW THE FORM WITHIN A GIVEN PERIOD OF TIME PRIOR TO FILING. | FORM 990, PART VI, SECTION B, LINE 11 | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STATE UNIVERSITY OF IOWA FOUNDATION'S (UIF) BOARD OF DIRECTORS, BOARD COMMITTEE MEMBERS, AND OFFICERS (RESPONSIBLE PERSONS) HAVE A DUTY TO CONDUCT ACTIVITIES OF THE UIF WITH THE HIGHEST ETHICAL STANDARDS AND TO MAKE DECISIONS CONCERNING THE UIF SOLELY TO ADVANCE ITS MISSION AND INTERESTS. THIS CONFLICT OF INTEREST POLICY IS TO ASSIST THE BOARD AND RESPONSIBLE PERSONS IN IDENTIFYING SITUATIONS THAT PRESENT POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AND TO SPECIFY PROCEDURES FOR MANAGING THEM. A CONFLICT OF INTEREST MAY ARISE WHEN A RESPONSIBLE PERSON HAS AN EXISTING OR POTENTIAL FINANCIAL INTEREST IN OTHER MATERIAL INTEREST THAT IMPAIRS, OR MIGHT APPEAR TO IMPAIR, HIS OR HER, INDEPENDENCE OR OBJECTIVITY IN THE DISCHARGE OF RESPONSIBILITIES AND DUTIES TO THE STATE UNIVERSITY OF IOWA FOUNDATION. REPORTING PRODECURES: EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE AND SUBMIT A STATEMENT SETTING FORTH ANY AND ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST THAT ARE ANTICIPATED TO OCCUR IN THE COMING FISCAL YEAR. THE ANNUAL STATEMENT SHALL DISCLOSE, AS FULLY AS POSSIBLE, THE CIRCUMSTANCES OF EACH ACTUAL OR POTENTIAL CONFLICT. THE ANNUAL STATEMENT WILL BE INITIALLY REVIEWED BY THE CHAIR OF THE BOARD. IN ADDITION TO THE ANNUAL DISCLOSURE STATEMENT, UPON BECOMING AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST NOT PREVIOUSLY DISCLOSED, A RESPONSIBLE PERSON MUST PROMPTLY REPORT IN WRITING TO THE CHAIR OF THE BOARD THE PREVIOUSLY UNDISCLOSED CIRCUMSTANCES. THE CHAIR'S ANNUAL STATEMENT AND SUPPLEMENTAL REPORTS, IF ANY, SHALL BE REVIEWED BY THE EXECUTIVE COMMITTEE. DETERMINATION OF CONFLICT: THE EXECUTIVE COMMITTTEE, WITHOUT THE AFFECTED RESPONSIBLE PERSON PRESENT, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THE MATERIAL FACTS OF THE RESPONSIBLE PERSON'S CONFLICT OF INTEREST WILL BE DISCLOSED TO THE BOARD OF DIRECTORS. ACTION AND RECUSAL: THE BOARD SHALL DETERMINE WHETHER TO AUTHORIZE, APPROVE OR RATIFY THE ARRANGEMENT/TRANSACTION BASED SOLELY ON WHETHER IT IS IN THE BEST INTEREST OF THE STATE UNIVERSITY OF IOWA FOUNDATION IN PERFORMING ITS MISSION. THE AFFECTED RESPONSIBLE PERSON SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S DELIBERATION OF THE MATTER, AND SHALL NOT VOTE ON SUCH MATTERS. THE AUTHORIZATION, APPROVAL AND/OR RATIFICATION MUST BE ACCOMPLISHED BY AN AFFIRMATIVE VOTE, AS APPLICABLE, OF A MAJORITY OF THE DIRECTORS ON THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE ARRANGEMENT/TRANSACTION. THE AUTHORIZATION, APPROVAL OR RATIFICATION MAY NOT BE MADE BY A SINGLE DIRECTOR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL SERVE AS A COMPENSATION COMMITTEE IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITES FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF THE COMPENSATION AND BENEFITS PAID TO THE PRESIDENT AND CEO, THE EXECUTIVE VICE PRESIDENT, COO, CFO AND TREASURER, OTHER BOARD ELECTED OFFICIALS, AND KEY EMPLOYEES (COLLECTIVELY REFERRED TO AS DISQUALIFIED PERSONS). THE EXECUTIVE COMMITTEE SHALL PERFORM THE FOLLOWING RESPONSIBILITIES: 1. ESTABLISH PERFORMANCE CRITERIA AND EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO, SET THE TERMS OF EMPLOYMENT, AND ESTABLISH HIS OR HER TOTAL COMPENSATION ARRANGEMENT. 2. IDENTIFY, WITH THE ASSISTANCE OF THE PRESIDENT AND CEO, THE FOUNDATION'S OTHER DISQUALIFIED PERSONS. 3. REVIEW AND APPROVE RECOMMENDATIONS OF THE PRESIDENT AND CEO OF THE TERMS OF EMPLOYMENT AND TOTAL COMPENSATION OF ALL DISQUALIFIED PERSONS (OTHER THAN PRESIDENT AND CEO). SPECIFICALLY, THE EXECUTIVE COMMITTEE SHALL REVIEW AND APPROVE SALARY RANGES AND BENEFIT PLANS RECOMMENDED BY THE PRESIDENT AND CEO. THE PRESIDENT AND CEO IS EMPOWERED TO SET COMPENSATION WITHIN THE SALARY RANGES, BENEFIT PLANS, AND ANY OTHER FISCAL CONSTRAINTS. THE EXECUTIVE COMMITTEE SHALL REGULARLY OBTAIN, REVIEW, AND CONSIDER RELEVANT COMPARATIVE DATA OF COMPENSATION AND BENEFIT LEVELS PAID/PROVIDED BY SIMILARLY SITUATED ORGANIZATIONS (WHETHER TAX-EXEMPT OR TAXABLE) FOR FUNCTIONALLY COMPARABLE POSITIONS, AS SUCH DATA MAY BE AVAILABLE FROM COMPENSATION SURVEYS CONDUCTED BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS AND/OR OTHER RELIABLE SOURCES. THE EXECUTIVE COMMITTEE MAY ALSO CONSIDER OTHER APPROPRIATE FACTORS IN ESTABLISHING THE REASONABLENESS OF COMPENSATION INCLUDING: THE FOUNDATIONS LOCATION; AVAILABILITY OF PERSONS WITH SIMILAR BACKGROUNDS, TRAINING, SKILLS, AND EXPERIENCE; AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF A DISQUALIFIED PERSON. THE STATE UNIVERSITY OF IOWA FOUNDATION PERFORMED THE COMPENSATION REVIEW FOR ALL OFFICERS AND THE FIVE HIGHEST PAID EMPLOYEES IN 2010. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST; INSTRUCTIONS FOR DOING SO ARE INCLUDED ON THE FOUNDATION'S WEB SITE (WWW.UIFOUNDATION.ORG). THE ORGANIZATION'S FINANCIAL STATEMENTS APPEAR ON THE WEB SITE AND ARE PUBLISHED EACH YEAR IN OUR ANNUAL REPORT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 155,901,030. INCOME OF UNIVERSITY OF IOWA FACILITIES CORPORATION 21,727. TOTAL TO FORM 990, PART XI, LINE 5: 155,922,757. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF IOWA FACILITIES CORPORATION | ||||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | 420931777 | PROPERTY ACQUISITION | IA | 501(C)3 | 11A | N/A | 1 |
| STANLEY-UNIVERSITY OF IOWA SUPPORT ORGANIZATION | ||||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | 421129040 | SUPPORT ORGANIZATION | IA | 501(C)3 | 11A | N/A | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| STANLEY-UNIVERSITY OF IOWA SUPPORT ORGANIZATION | ||
| C | 335000 | BOARD APPROVAL |
| STANLEY-UNIVERSITY OF IOWA SUPPORT ORGANIZATION | ||
| P | 62354 | INVESTMENT MGMT FEE |