Civic Intelligence

Iowa State University Foundation

990T • Fiscal year 2021 • EIN 42-1143702

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 15, 2022

Organization Profilewww.foundation.iastate.edu

View Organization Page

2505 University Blvd PO Box 2230Ames, IA 50010-2230

(515) 294-4607

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2010: $635,414,987Liabilities 2010: $31,091,951Net Assets 2010: $604,323,0362010Assets 2011: $738,383,234Liabilities 2011: $34,694,236Net Assets 2011: $703,688,9982011Assets 2012: $736,222,826Liabilities 2012: $33,956,028Net Assets 2012: $702,266,7982012Assets 2013: $787,927,332Liabilities 2013: $36,855,151Net Assets 2013: $751,072,1812013Assets 2014: $881,166,016Liabilities 2014: $39,848,940Net Assets 2014: $841,317,0762014Assets 2015: $924,019,007Liabilities 2015: $42,630,818Net Assets 2015: $881,388,1892015Assets 2016: $902,108,947Liabilities 2016: $37,362,306Net Assets 2016: $864,746,6412016Assets 2017: $1,189,980,960Liabilities 2017: $113,592,893Net Assets 2017: $1,076,388,0672017Assets 2018: $1,263,197,387Liabilities 2018: $37,972,134Net Assets 2018: $1,225,225,2532018Assets 2019: $1,341,412,954Liabilities 2019: $53,409,047Net Assets 2019: $1,288,003,9072019Assets 2020: $1,353,978,392Liabilities 2020: $46,967,760Net Assets 2020: $1,307,010,6322020Assets 2021: $1,790,439,488Liabilities 2021: $57,690,714Net Assets 2021: $1,732,748,7742021Assets 2022: $1,813,751,650Liabilities 2022: $44,329,085Net Assets 2022: $1,769,422,5652022Assets 2023: $1,874,949,873Liabilities 2023: $38,796,886Net Assets 2023: $1,836,152,9872023Assets 2024: $1,955,859,918Liabilities 2024: $49,004,829Net Assets 2024: $1,906,855,0892024

Latest loaded filing

2024

Assets$1,955,859,918
Liabilities$49,004,829
Net Assets$1,906,855,089
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2010: $58,862,4502010Expenses 2011: $66,079,2652011Revenue 2012: $74,722,675Expenses 2012: $65,672,355Net Income 2012: $9,050,3202012Expenses 2013: $88,169,5462013Revenue 2014: $108,610,941Expenses 2014: $99,636,742Net Income 2014: $8,974,1992014Revenue 2015: $133,000,443Expenses 2015: $100,676,854Net Income 2015: $32,323,5892015Revenue 2016: $94,883,515Expenses 2016: $99,224,761Net Income 2016: -$4,341,2462016Revenue 2017: $193,796,790Expenses 2017: $133,871,149Net Income 2017: $59,925,6412017Revenue 2018: $224,536,988Expenses 2018: $94,032,938Net Income 2018: $130,504,0502018Revenue 2019: $160,807,746Expenses 2019: $145,568,384Net Income 2019: $15,239,3622019Revenue 2020: $132,115,683Expenses 2020: $127,015,540Net Income 2020: $5,100,1432020Revenue 2021: $196,378,537Expenses 2021: $116,719,852Net Income 2021: $79,658,6852021Revenue 2022: $255,070,989Expenses 2022: $146,572,844Net Income 2022: $108,498,1452022Revenue 2023: $147,035,872Expenses 2023: $153,769,487Net Income 2023: -$6,733,6152023Revenue 2024: $143,213,015Expenses 2024: $205,319,508Net Income 2024: -$62,106,4932024

Latest loaded filing

2024

Revenue$143,213,015
Expenses$205,319,508
Net Income-$62,106,493
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 15, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Iowa State University Foundation
EIN
42-1143702
Phone
5152944607
Address
2505 UNIVERSITY BLVD PO BOX 2230, AMES, IA 50010-2230

Signing Officer

Name
Emily Hager
Title
Avp & Controller
Phone
5152944607
Signed
2022-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET SUITE 2800, MINNEAPOLIS, MN 48243
Preparer
Melanie Hamilton
Phone
6123974000
Raw XML Appendix112 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0613923
IRS1120ScheduleD/Form4797GainOrLossAmt0374358
IRS1120ScheduleD/NetCapitalGainAmt01038101
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01038101
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0613923
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0663743
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0613923
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0663743
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PASSTHROUGH INCOME
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0663743
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0613923
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PASSTHROUGH INCOME
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0613923
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BackupWithholdingAmt0110
IRS990T/BooksInCareOfDetail/PersonNm0LISA ESLINGER
IRS990T/BooksInCareOfDetail/PhoneNum05152944607
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02505 UNIVERSITY BOULEVARD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0AMES
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0500102230
IRS990T/BookValueAssetsEOYAmt01790439488
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt0110
IRS990T/OverpaymentSection/RefundAmt0110
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt01652024
IRS990TScheduleA/InterestDeductionAmt04514
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0NET OPERATING LOSS WAS ADJUSTED TO BE INCREASED BY $315,865 FOR NET LOSS NOT PREVIOUSLY REPORTED FROM THE YEAR ENDED JUNE 30, 2019 AND JUNE 30, 2020.
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum017
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0PART II
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt064758
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SalariesAndWagesAmt060076
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt030904
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0160252
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1573496
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt078528
IRS990TScheduleA/TotUnrltTrdBusIncmAmt078528
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUALIFIED PARTNERSHIP INTEREST
IRS990TScheduleA/UBIBeforeNOLDedAmt0-81724
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-81724
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0110
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-81724
IRS990T/TotalUBTIBeforeSection199AAmt0-81724
IRS990T/TotalUBTIComputedAmt0-81724
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY HAGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP & CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum05152944607
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOWA STATE UNIVERSITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IOWA
ReturnHeader/Filer/EIN0421143702
ReturnHeader/Filer/PhoneNum05152944607
ReturnHeader/Filer/USAddress/AddressLine1Txt02505 UNIVERSITY BLVD PO BOX 2230
ReturnHeader/Filer/USAddress/CityNm0AMES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048243
ReturnHeader/PreparerPersonGrp/PhoneNum06123974000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE HAMILTON
ReturnHeader/ReturnTs02022-04-16T04:48:20-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMILY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAGER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,956$49.0$1,907$143$205$62.1
2023Detailed filing. Detailed filing data is available for this year.$1,875$38.8$1,836$147$154$6.73
2022Detailed filing. Detailed filing data is available for this year.$1,814$44.3$1,769$255$147$108
2021Detailed filing. Detailed filing data is available for this year.$1,790$57.7$1,733$196$117$79.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$1,354$47.0$1,307$132$127$5.10
2019Detailed filing. Detailed filing data is available for this year.$1,341$53.4$1,288$161$146$15.2
2018Detailed filing. Detailed filing data is available for this year.$1,263$38.0$1,225$225$94.0$131
2017Detailed filing. Detailed filing data is available for this year.$1,190$114$1,076$194$134$59.9
2016Detailed filing. Detailed filing data is available for this year.$902$37.4$865$94.9$99.2$4.34
2015Detailed filing. Detailed filing data is available for this year.$924$42.6$881$133$101$32.3
2014Detailed filing. Detailed filing data is available for this year.$881$39.8$841$109$99.6$8.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$788$36.9$751$88.2
2012Summary only. Only limited summary data is available for this year.$736$34.0$702$74.7$65.7$9.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$738$34.7$704$66.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$635$31.1$604$58.9