FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (EIN 25-6087074)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201141369349304749
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:03:59-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Smith Lewis Chess & Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 Warren Road | AddressLine1 |
| City | Indiana | City |
| State | PA | State |
| ZIP Code | 15701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | 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) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 7243573184 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 SUTTON HALL 1011 SOUTH DRIVE | AddressLine1 |
| City | Indiana | City |
| State | PA | State |
| ZIP Code | 15705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jacklyn Brown | Name |
| Title | Director of Financial Operations | Title |
| Phone | 7243573184 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Hogg | Name |
| Phone | 7243499533 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 103 SUTTON HALL 1011 SOUTH DRIVE | AddressLine1 |
| City | INDIANA | City |
| State | PA | State |
| ZIP Code | 15705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57983388 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 DEVELOP AND PROVIDE PHILANTHROPIC SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8632590 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5875663 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13802248 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21775310 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3457897 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6160406 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1920734 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2297866 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20897675 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36109245 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1819766 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1773176 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1263599 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3118924 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1175095 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22365267 | OtherExpensePriorYear |
| Other Expenses Current Year | 27533983 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25448632 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32426083 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4550957 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3683162 | RevenuesLessExpensesCY |
| Total Assets BOY | 256639748 | TotalAssetsBOY |
| Total Assets EOY | 285232462 | TotalAssetsEOY |
| Total Liabilities BOY | 230142347 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 265222036 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26497401 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20010426 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION FOR IUP'S PRIMARY MISSION IS TO DEVELOP AND PROVIDE SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 25112176 | Expense |
| Grants | 2292305 | Grants |
| Revenue | 21327565 | 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 | 1773176 | Expense |
| Grants | 1773176 | Grants |
| Description | PROVIDE SCHOLARSHIPS AND AWARDS TO STUDENTS OF INDIANA UNIVERSITY OF PENNSYLVANIA. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 343394 | Expense |
| Grants | 343394 | Grants |
| Description | PROVIDE EDUCATIONAL SUPPORT TO VARIOUS COLLEGES AND DEPARTMENTS AT INDIANA UNIVERSITY OF PENNSYLVANIA. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2847271 | Expense |
| Revenue | 2586384 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2847271 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2586384 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 30076017 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | 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 | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 105 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 0 | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECTOR OF FINANCIAL OPERATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7243573184 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 Sutton Hall Indiana University | AddressLine1 |
| City | indiana | City |
| State | PA | State |
| ZIP Code | 15705 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 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 | 5.00 | X | X | 0 | 0 | 0 | |
| RicharD D CARUSO | |||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| FRANK C KINTER Jr | |||||||
| SECRETARY/TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| lyNN BARGER | |||||||
| Acting EXECUTIVE DIRECTOR | 40.00 | X | 0 | 108058 | 14246 | X | |
| ANDREA ALSIPPI | |||||||
| ASSOCIATE executive DIRECTOR | 40.00 | X | 0 | 86013 | 14246 | X | |
| LORNA M ABERNATHY | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| DAVID G ANTOLIK | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Sandra Koeppl Barsotti | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Terry Dunlap | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS W GATHERS | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| J Todd Good | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY J KRONENWETTER | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| REBECCA J LAMPERSKI | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Sue McMurdy | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Daniel Prushnok | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| JAMES B RENACCI | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| RUTH A RIESENMAN | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| FRANK ROBERTS | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| MARLA A SABO | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| RANDALL SHEETZ | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| William Shipley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Andrew Stephenson | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| LARRY WOOD JR | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| JacKLYN BROWN | |||||||
| DirecTOR OF FINANCIAL OPER | 40.00 | X | 0 | 71932 | 14246 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 266003 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42738 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Bonya Gazza & DeGory | |||||
| 134 South Sixth Street | Indiana | PA | 15701 | legal | 426023 |
| RuffaloCody LLC | |||||
| 65 kirkwood north road sw | cedar rapids | IA | 52404 | Phonathon | 383190 |
| Ecker Seamans Cherin & Mellot | |||||
| 600 grant street 44th floor | pittsburgh | PA | 15219 | Legal | 129236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 9900 | FundraisingEvents |
| Related Organizations | 87181 | RelatedOrganizations |
| All Other Contributions | 5778582 | AllOtherContributions |
| Noncash Contributions | 35803 | NoncashContributions |
| Total Contributions | 5875663 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENCE HALL RENTAL | 532000 | 21327565 | 21327565 |
| MANAGEMENT FEE INCOME | 900099 | 447745 | 447745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21775310 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1178021 | TotalRevenueColumn |
| Exclusion | $1,178,021 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26745931 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21763546 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4982385 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4982385 | TotalRevenueColumn |
| Exclusion | $4,982,385 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 269824 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9900 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 110597 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159227 | TotalRevenueColumn |
| Exclusion | $159,227 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NON GIFT INCOME | 900099 | 1861302 | 1861302 |
| TRANSFER FROM STUDENT | 900099 | 277337 | 277337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2138639 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36109245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23913949 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,319,633 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1773176 | Total |
| Program Services | 1773176 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3118924 | Total |
| Program Services | 3048863 | ProgramServices |
| Fundraising | 70061 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128386 | Total |
| Program Services | 81985 | ProgramServices |
| Management And General | 75 | ManagementAndGeneral |
| Fundraising | 46326 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258834 | Total |
| Program Services | 175699 | ProgramServices |
| Management And General | 10933 | ManagementAndGeneral |
| Fundraising | 72202 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8811399 | Total |
| Program Services | 8811399 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5109596 | Total |
| Program Services | 5109596 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481447 | Total |
| Program Services | 473837 | ProgramServices |
| Fundraising | 7610 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIRECT PROGRAM SUPPORT | 3633709 | 2635699 | 982232 | 15778 |
| Utilities | 2160188 | 2155642 | 4546 | |
| PROFESSIONAL SERVICES A | 1339479 | 827375 | 66634 | 445470 |
| House Management Fees | 1130394 | 1130394 | ||
| Licenses | 1069240 | 1068268 | 449 | 523 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3411311 | Total |
| Program Services | 2784084 | ProgramServices |
| Management And General | 114648 | ManagementAndGeneral |
| Fundraising | 512579 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32426083 | Total |
| Program Services | 30076017 | ProgramServices |
| Management And General | 1174971 | ManagementAndGeneral |
| Fundraising | 1175095 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2342090 | BOY |
| EOY | 5035371 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8391373 | BOY |
| EOY | 7885975 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634873 | BOY |
| EOY | 908555 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 603119 | BOY |
| EOY | 487650 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45304 | BOY |
| EOY | 68246 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 186891371 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9269537 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111471725 | BOY |
| EOY | 177621834 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32814675 | BOY |
| EOY | 36394890 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100336589 | BOY |
| EOY | 56829941 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256639748 | BOY |
| EOY | 285232462 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5519002 | BOY |
| EOY | 3986624 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419255 | BOY |
| EOY | 513008 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199808183 | BOY |
| EOY | 199166541 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3113234 | BOY |
| EOY | 31289446 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21282673 | BOY |
| EOY | 30266417 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230142347 | BOY |
| EOY | 265222036 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -11311818 | BOY |
| EOY | -21405045 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9897920 | BOY |
| EOY | 11735968 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27911299 | BOY |
| EOY | 29679503 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26497401 | BOY |
| EOY | 20010426 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256639748 | BOY |
| EOY | 285232462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3167083 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6105277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4134341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8632590 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6034890 | CurrentTaxYear |
| Total | 28074181 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3167083 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6105277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4134341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8632590 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6034890 | CurrentTaxYear |
| Total | 28074181 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1554766 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26519415 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1036983 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1142668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1363600 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1301436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1178021 | CurrentTaxYear |
| Total | 6022708 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 219000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 244500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 277337 | CurrentTaxYear |
| Total | 1178837 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 35275726 | TotalSupport |
| Gross Receipts From Admissions Etc | 7789867 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75180 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75310 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 72000 | PoliticalExpenditures |
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part I-A, Line 1: | Organizations Direct and Indirect Political Campaign Activities: | THE FOUNDATION PAYS A PROFESSIONAL GOVERNMENT AND PUBLIC AFFAIRS CONSULTANT TO WORK CLOSELY WITH OFFICIALS AT THE INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) TO DEVELOP A LEGISLATIVE AGENDA CONSISTING OF INITIATIVES OF IMPORTANCE TO THE UNIVERSITY. THE CONSULTANTS WORK TO PROMOTE IUP'S LEGISLATIVE PRIORITIES TO KEY MEMBERS OF CONGRESS BY ASSISTING IN DRAFTING CONGRESSIONAL LETTERS OF SUPPORT, FILE REQUIRED FORMS, COORDINATE DELEGATION VISITS TO THE UNIVERSITY AND ARRANGE FOLLOW UP MEETINGS IN WASHINGTON D.C. WITH THE LEGISLATIVE STAFF. |
| Part II-B, Line 1i: | Explanation of Other Lobbying Activities: | The organization paid for the lobbyist to support Indiana University of PA. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 7380 | RevenuesIncluded |
| Assets In Part X | 702007 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.08000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.33000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | 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 | 172378853 | OtherCostOrOtherBasis |
| Depreciation | 7519898 | Depreciation |
| Book Value | 164858955 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5198617 | OtherCostOrOtherBasis |
| Depreciation | 112104 | Depreciation |
| Book Value | 5086513 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9292301 | OtherCostOrOtherBasis |
| Depreciation | 1637535 | Depreciation |
| Book Value | 7654766 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 177621834 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Insurance Investment | 617960 |
| Art Work | 702007 |
| CONSTRUCTION IN PROGRESS | 29456626 |
| RESTRICTED CASH HELD WITH TRUSTEE | 26053348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 56829941 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Trusts and annuities payable | $156,249 |
| Held for Alumni Association | $2,943,008 |
| ACCRUED INTEREST | $2,431,587 |
| STUDENT DEPOSITS | $260,800 |
| Interest Rate Swap Agreements | $24,107,142 |
| Arbitrage Rebate Liability | $367,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30266417 | TotalOfAmounts |
| Total Revenue | 36109245 | TotalRevenue |
| Total Expenses | 32426083 | TotalExpenses |
| Excess Or Deficit For Year | 3683162 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -10170137 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -10170137 | TotalAdjustments |
| Excess Or Deficit Per FS | -6486975 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25661771 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -10170137 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -10170137 | RevenueNotRptdF990 |
| Revenue Subtotal | 35831908 | RevenueSubtotal |
| Other Revenues Not Included | 277337 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 277337 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36109245 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32426083 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32426083 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32426083 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part III, Line 4: | ARTWORK AND COLLECTIONS CONSIST OF ART DONATED TO THE FOUNDATION. COLLECTIONS ARE EITHER PERMANENTLY ON DISPLAY ON THE CAMPUS OF INDIANA UNIVERSITY OF PENNSYLVANIA OR USED FOR EXHIBITED ON OCCASION FOR EDUCATIONAL PURPOSES. |
| Part XII, Line 4b - Other Adjustments: | TRANSFER FROM STUDENT COOPERATIVE ASSOCIATION, INC.: 277337. |
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 | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ruffalocody llc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | phone solicitations | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 575444 | GrossReceipts |
| Amount Retained By Contractor | 379896 | AmountRetainedByContractor |
| Net To Organization | 195548 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 575444 | TotalGrossReceipts |
| Total Retained By Contractors | 379896 | TotalRetainedByContractors |
| Total Net To Organization | 195548 | TotalNetToOrganization |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | IUP Legacy Gala | NameOfEvent1 |
| Gross Receipts Event1 | 56630 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9900 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 46730 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5785 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 17662 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2200 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 14147 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Men's Basketball Golf Outing | NameOfEvent2 |
| Gross Receipts Event2 | 60336 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 60336 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 1312 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 6115 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 7832 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 3250 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 105702 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 105702 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 300 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 7567 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 17603 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 18475 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1500 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 6849 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 222668 | GrossReceiptsTotal |
| Charitable Contributions Total | 9900 | CharitableContributionsTotal |
| Gross Revenue Total Events | 212768 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 300 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 8879 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29503 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 43969 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3700 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 24246 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 110597 | DirectExpenseSummaryEvents |
| Net Income Summary | 102171 | NetIncomeSummary |
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 | Indiana University 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 | 1773176 | AmountOfCashGrant |
| Purpose Of Grant | Scholarships | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Information: | Identifier |
| Return Reference | Part IV: | ReturnReference |
| Explanation | THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA PROVIDES SCHOLARSHIP DOLLARS TO THE UNIVERSITY TO DISBURSE AMONG INDIVIDUALS AT THEIR DISCRETION. THE UNIVERSITY MAINTAINS THE PROPER RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE, THE GRANTEES'ELIGIBILITY FOR THE GRANTS OR ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD SCHOLARSHIPS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 232243852 | 70917rrdw | 2006-05-16 | 51675000 | TO FINANCE CONSTRUCTION OF STUDENT HOUSING FACILITY | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 232243852 | 70917rdx0 | 2006-05-16 | 355000 | TO FINANCE CONSTRUCTION OF STUDENT HOUSING FACILITY | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 232243852 | 70917rkd6 | 2007-05-17 | 80540000 | TO FINANCE CONSTRUCTION OF STUDENT HOUSING FACILITY | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||
| 232243852 | 70917rdkd | 2008-05-06 | 73440000 | tO FINANCE CONSTRUCTION OF STUDENT HOUSING FACILITY | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 51675000 | 14789868 | 29600 | 36855532 | 2007 | 1 | 0 | 1 | 1 |
| 355000 | 355000 | 2007 | 1 | 0 | 1 | 1 | ||
| 80540000 | 1824934 | 598560 | 78116506 | 2008 | 1 | 0 | 1 | 1 |
| 73440000 | 8810386 | 64629614 | 2009 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 1 |
| 0 | 0 | 0 | 0 | 1 | 1 |
| 0 | 0 | 0 | 0 | 1 | 1 |
| 0 | 0 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 |
|---|---|---|---|---|---|---|
| (no name) | ||||||
| 1 | 0 | 0 | 0 | 0 | 1 | |
| (no name) | ||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |
| Morgan Keegan | ||||||
| 1 | 1 | 1 | 0 | 0 | 1 | |
| Morgan Keegan & | ||||||
| 1 | 1 | 1 | 0 | 0 | 1 | Citizens Bank |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28423 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Office Equipment | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 380 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | 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 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 3 | The Foundation for IUP delegates the hiring, firing, and supervision of personnel to the Indiana University of Pennsylvania (Pennsylvania State System of Higher Education) for personnel who are directly involved in the day to day operation of the financial and administrative functions of the Foundation for IUP. Such personnel are also responsible for planning and executing budgets, financial operations, and supervising exempt operations of the Foundation. Although the day to day operations of the Foundation for IUP are carried out by personnel of the Indiana University of Pennsylvania (Pennsylvania State System of Higher Education), all management decisions are the responsibility of the Board of Directors of the Foundation for IUP. | |
| 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. | |
| 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 HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE 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 WITH THE FOUNDATION FOR IUP. | |
| Form 990, Part VI, Section B, line 15 | THE PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATION (PASSHE) DETERMINES THE PAY GRADE AND SALARY FOR MANAGERS UTILIZING THE HAY CLASSIFICATION METHOD AND THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION (CUPA) NATIONAL SALARY SURVEYS. PASSHE IS THE EMPLOYER OF ALL FOUNDATION FOR IUP EMPLOYEES. | |
| Form 990, Part VI, Section C, line 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. | |
| Form 990, Part XI, Line 2c | No changes from prior years. | Oversight and selection of an independent accountant |
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 | managment of university hotel and convention center | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |