2011-05-16T14:03:59-05:00 2010-06-30 Smith Lewis Chess & Company LLP 1776 Warren Road Indiana PA 15701 990 2009-07-01 256087074 THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) FOUN 7243573184 103 SUTTON HALL 1011 SOUTH DRIVE Indiana PA 15705 Jacklyn Brown 7243573184 2011-05-16 1 James Hogg 7243499533 2009 2016-02-24 21:20:13Z Jacklyn Brown 103 SUTTON HALL 1011 SOUTH DRIVE INDIANA PA 15705 57983388 0 X WWW.IUP.EDU/FOUNDATION X 1967 PA TO DEVELOP AND PROVIDE PHILANTHROPIC SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA. 21 21 0 0 0 0 8632590 5875663 13802248 21775310 -3457897 6160406 1920734 2297866 20897675 36109245 1819766 1773176 0 1263599 3118924 0 1175095 22365267 27533983 25448632 32426083 -4550957 3683162 256639748 285232462 230142347 265222036 26497401 20010426 THE FOUNDATION FOR IUP'S PRIMARY MISSION IS TO DEVELOP AND PROVIDE SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA. 0 0 25112176 2292305 21327565 THE FOUNDATION FOR IUP OWNS AND RENTS RESIDENTIAL HOUSING TO STUDENTS OF INDIANA UNIVERSITY OF PENNSYLVANIA. 1773176 1773176 PROVIDE SCHOLARSHIPS AND AWARDS TO STUDENTS OF INDIANA UNIVERSITY OF PENNSYLVANIA. 343394 343394 PROVIDE EDUCATIONAL SUPPORT TO VARIOUS COLLEGES AND DEPARTMENTS AT INDIANA UNIVERSITY OF PENNSYLVANIA. 2847271 2586384 2847271 2586384 30076017 1 1 0 1 0 0 1 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 105 0 0 0 0 0 0 0 0 0 0 0 0 0 21 21 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 PA X DIRECTOR OF FINANCIAL OPERATIONS 7243573184 103 Sutton Hall Indiana University indiana PA 15705 TimOTHY G RUPERT 5.00 X X 0 0 0 RicharD D CARUSO 5.00 X X 0 0 0 FRANK C KINTER Jr 5.00 X X 0 0 0 lyNN BARGER 40.00 X X 0 108058 14246 ANDREA ALSIPPI 40.00 X X 0 86013 14246 LORNA M ABERNATHY 1.00 X 0 0 0 DAVID G ANTOLIK 1.00 X 0 0 0 Sandra Koeppl Barsotti 1.00 X 0 0 0 Terry Dunlap 1.00 X 0 0 0 THOMAS W GATHERS 1.00 X 0 0 0 J Todd Good 1.00 X 0 0 0 TIMOTHY J KRONENWETTER 1.00 X 0 0 0 REBECCA J LAMPERSKI 1.00 X 0 0 0 Sue McMurdy 1.00 X 0 0 0 Daniel Prushnok 1.00 X 0 0 0 JAMES B RENACCI 1.00 X 0 0 0 RUTH A RIESENMAN 1.00 X 0 0 0 FRANK ROBERTS 1.00 X 0 0 0 MARLA A SABO 1.00 X 0 0 0 RANDALL SHEETZ 1.00 X 0 0 0 William Shipley 1.00 X 0 0 0 Andrew Stephenson 1.00 X 0 0 0 LARRY WOOD JR 1.00 X 0 0 0 JacKLYN BROWN 40.00 X X 0 71932 14246 0 266003 42738 0 0 1 0 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 3 9900 87181 5778582 35803 5875663 RESIDENCE HALL RENTAL 532000 21327565 21327565 MANAGEMENT FEE INCOME 900099 447745 447745 21775310 1178021 1178021 26745931 21763546 4982385 4982385 4982385 269824 9900 110597 159227 159227 NON GIFT INCOME 900099 1861302 1861302 TRANSFER FROM STUDENT 900099 277337 277337 2138639 36109245 23913949 0 6319633 1773176 1773176 3118924 3048863 70061 128386 81985 75 46326 258834 175699 10933 72202 8811399 8811399 5109596 5109596 481447 473837 7610 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 3411311 2784084 114648 512579 32426083 30076017 1174971 1175095 2342090 5035371 8391373 7885975 634873 908555 603119 487650 45304 68246 186891371 9269537 111471725 177621834 32814675 36394890 100336589 56829941 256639748 285232462 5519002 3986624 419255 513008 199808183 199166541 3113234 31289446 21282673 30266417 230142347 265222036 X -11311818 -21405045 9897920 11735968 27911299 29679503 26497401 20010426 256639748 285232462 X 0 1 1 X 0 X 3167083 6105277 4134341 8632590 6034890 28074181 3167083 6105277 4134341 8632590 6034890 28074181 1554766 26519415 1036983 1142668 1363600 1301436 1178021 6022708 219000 219000 219000 244500 277337 1178837 35275726 7789867 0.75180 0.75310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72000 0 1 0 0 0 0 0 0 0 0 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. 7380 702007 X X X 0 42681470 8174729 3611184 1773176 2909839 1174971 48609397 47399382 10635587 -5534567 1819766 2378637 5620529 42681470 0.08000 0.59000 0.33000 0 0 21600 21600 172378853 7519898 164858955 5198617 112104 5086513 9292301 1637535 7654766 177621834 Insurance Investment 617960 Art Work 702007 CONSTRUCTION IN PROGRESS 29456626 RESTRICTED CASH HELD WITH TRUSTEE 26053348 56829941 Trusts and annuities payable 156249 Held for Alumni Association 2943008 ACCRUED INTEREST 2431587 STUDENT DEPOSITS 260800 Interest Rate Swap Agreements 24107142 Arbitrage Rebate Liability 367631 30266417 36109245 32426083 3683162 -10170137 -10170137 -6486975 25661771 -10170137 -10170137 35831908 277337 277337 36109245 32426083 0 32426083 0 32426083 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. X X X X X X X 0 ruffalocody llc phone solicitations 0 575444 379896 195548 575444 379896 195548 PA IUP Legacy Gala 56630 9900 46730 5785 17662 2200 14147 Men's Basketball Golf Outing 60336 0 60336 1312 6115 7832 3250 5 105702 0 105702 300 7567 17603 18475 1500 6849 222668 9900 212768 300 8879 29503 43969 3700 24246 110597 102171 1 Indiana University of Pennsylvania iup campus indiana PA 15705 251470695 1773176 Scholarships Other Information: Part IV: 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. X 0 0 0 0 0 0 0 0 0 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 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 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 Morgan Keegan 0 0 1 1 1 1 Morgan Keegan & Citizens Bank 0 0 1 X 5 7000 Fair Market Value X 7 28423 fair market value X Office Equipment 1 380 Fair Market Value 0 1 0 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 Oversight and selection of an independent accountant No changes from prior years. crimson hawks hospitality llc managment of university hotel and convention center DE 0 0 N/A