Liabilities / Assets
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 172.7% of source-year revenue.
Asset Growth
24th percentile
Faster asset growth than 24% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Balance Sheet
Assets
Down$12,437,558
Down $421,832 (-3.3%) from 2015
Net Assets
Down$12,437,558
Down $421,832 (-3.3%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$468,118
Down $97,056 (-17%) from 2015
Expenses
Up$889,950
Up $40,933 (+4.8%) from 2015
Net Income
Down-$421,832
Down $137,989 (-49%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- May 3, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $4,164,048
Mission and Program Overview
Mission
To provide support for a variety of educational programs at Iowa State University.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $12,859,390 | $12,437,558 | ▼ $421,832 |
| Investments in Publicly Traded Securities | $12,810,250 | $12,368,915 | ▼ $441,335 |
| Cash and Non-Interest-Bearing Accounts | $49,140 | $68,643 | ▲ $19,503 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $12,859,390 | $12,437,558 | ▼ $421,832 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $12,859,390 | $12,437,558 | ▼ $421,832 |
| Total Liabilities and Net Assets / Fund Balance | $12,859,390 | $12,437,558 | ▼ $421,832 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2016 | $12,859,390 | - | ▲ $468,118 | - | $12,437,558 |
| 2015 | $13,143,233 | - | ▲ $565,174 | - | $12,859,390 |
| 2014 | $13,326,159 | - | ▲ $592,711 | - | $13,143,233 |
| 2013 | $13,823,810 | - | ▲ $202,872 | - | $13,326,159 |
| 2012 | $14,160,561 | - | ▲ $333,084 | - | $13,823,810 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Steve Leath | Trustee |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $468,118
- Other Revenue
- $0
- Change in Net Assets
- $-421,832
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $649,588 |
| Other Expenses | $240,362 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $649,588 | - | - | $649,588 |
| Other Expenses | - | $203,424 | - | $203,424 |
| Fees for Service Investment Mgmnt Fees | - | $36,938 | - | $36,938 |
| Total Functional Expenses | $649,588 | $240,362 | $0 | $889,950 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Iowa State University | Ames, IA | 115 | Grants for Strategic Initiative | - |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Audit committee
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- No
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 8A
“Pursuant to its trust agreement, Iowa State University 1993 Trust ("the Trust") is required to keep record of all actions resolved by it to be taken. The Trustee regularly meets with the Iowa State University Budget Committee to discuss actions related to the Trust. The Trustee consults with the Provost and Associate Vice President of Budget and Planning of Iowa State University to discuss actions regarding budget planning for the Trust. The Iowa State University Treasurer's office and Associate Controller periodically review actions by the Trustee.”
Form 990, Part VI, Section A, line 8B
“See Part VI, Line 8a narrative above.”
Form 990, Part VI, Section B, line 11B
“Iowa State University 1993 Trust prepares the Form 990 within the Finance Department at Iowa State University. Upon completion of gathering the necessary information for the return, the form was compiled by Iowa State University's 1993 trust's accounting firm. Drafts of the form were reviewed by the Associate Controller and Trustee. A copy of the Form 990 is provided to the board members prior to filing with the IRS.”
Form 990, Part VI, Section B, line 15
“The State of Iowa, Board of Regents ("Board of Regents") is responsible for establishing the compensation of the President of Iowa State University, who is concurrently the sole Trustee of the Iowa State University 1993 Trust. The compensation and incentive plan is evaluated and approved by the Board of Regents. The Board of Regents reviews the salary ranges and recommends salary increases for the President, based upon the Board of Regents' evaluation of job performance and experience level of the individual. The Board of Regents sets a range for the performance incentive plan and further discusses these incentive goals with the President.”
Form 990, Part VI, Section C, line 19
“Governing documents and financial statements are available upon request.”
Filing and Contact Details
Filer
- Filer Name
- Iowa State University 1993 Trust
- EIN
- 42-6527697
- Phone
- 5152942556
- Address
- 1640 Administrative Svs Bld No 1635, Ames, IA 50011
Signing Officer
- Name
- Steven Leath
- Title
- Trustee
- Phone
- 5152942556
- Signed
- 2017-05-03
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Steven Leath
- Formed
- 1995
- Legal Domicile
- Ia
- Voting Board Members
- 1
- Independent Board Members
- 0
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Deloitte Tax LLP
- Address
- 50 South Sixth Street, Minneapolis, MN 55402
- Preparer
- Chris Meskimen
- Phone
- 6123974000
Supplemental Narrative
Financial Statement Notes
Part V, Line 4:
“Iowa State University 1993 Trust uses endowment funds to provide for Iowa State University to enhance the students learning in various fields of study.”
Raw XML Appendix392 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 |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To provide support for a variety of educational programs at Iowa State University. |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Kevin Houlette |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5152944414 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1640 Administrative Services Bldg |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Ames |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50011 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 12859390 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 12437558 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 49140 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 68643 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 649588 |
| IRS990/CYInvestmentIncomeAmt | 0 | 468118 |
| IRS990/CYOtherExpensesAmt | 0 | 240362 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -421832 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 889950 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 468118 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Iowa State University 1993 Trust ("The Trust") was established to provide funding for Iowa State University ("ISU"). ISU is an international, prestigious university with over 36,000 students that choose from over 100 Bachelors degree programs, one Professional degree (DVM), over 100 Masters programs, and over 80 Ph.D. programs, study with world-class scholars, and hone their leadership skills in more than 800 student organizations. The trust provides funds to ISU to enhance the students learning in various fields of study. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 649588 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 36938 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 36938 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 265558 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Steve Leath |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 542728 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1995 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 266224 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantAmt | 0 | 649588 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 649588 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 649588 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 3962154 |
| IRS990/GrossReceiptsAmt | 0 | 4164048 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 201894 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 201894 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 12810250 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 12368915 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 3695930 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 0 |
| IRS990/MissionDesc | 0 | To provide support for a variety of educational programs at Iowa State University. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 12859390 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 12437558 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 266224 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 266224 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Administrative Fees |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 203424 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 203424 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Steven Leath |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 607834 |
| IRS990/PYInvestmentIncomeAmt | 0 | 565174 |
| IRS990/PYOtherExpensesAmt | 0 | 241183 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -283843 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 849017 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 565174 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -421832 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
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| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
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| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | The supported organization of Iowa State University 1993 Trust, is Iowa State University, which is a State University and is not required to obtain recognition of its public charity status. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Schedule A, Part IV, Section A, Line 2: |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
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| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 426004224 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 649588 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Iowa State University |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
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| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 468118 |
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| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 13143233 |
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| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 607834 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 565174 |
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| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 14160561 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 13823810 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 504327 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 333084 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Iowa State University 1993 Trust uses endowment funds to provide for Iowa State University to enhance the students learning in various fields of study. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
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| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 649588 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc | 0 | N/A |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | Grants for Strategic Initiative |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | Iowa State University |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 426004224 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 125 Beardshear |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Ames |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 50011 |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 0 | N/A |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | All grant distributions are limited to Iowa State University, of which the sole trustee is the president. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 2: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 250000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 15558 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Steve Leath |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | Trustee |
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| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | The State of Iowa, Board of Regents ("Board of Regents") is responsible for establishing the compensation of the President of Iowa State University, who is concurrently the sole Trustee of the Iowa State University 1993 Trust. The compensation and incentive plan is evaluated and approved by the Board of Regents. The Board of Regents reviews the salary ranges and recommends salary increases for the President, based upon the Board of Regents' evaluation of job performance and experience level of the individual. The Board of Regents sets a range for the performance incentive plan and further discusses these incentive goals with the President. |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 1 | Steve Leath is provided with a five year IRS section 457(f) deferred compensation plan and trust by Iowa State University, a related organization. In 2016, Steve Leath did not receive any payment from this nonqualified retirement plan. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 3 |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, Line 4b |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 1 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Pursuant to its trust agreement, Iowa State University 1993 Trust ("the Trust") is required to keep record of all actions resolved by it to be taken. The Trustee regularly meets with the Iowa State University Budget Committee to discuss actions related to the Trust. The Trustee consults with the Provost and Associate Vice President of Budget and Planning of Iowa State University to discuss actions regarding budget planning for the Trust. The Iowa State University Treasurer's office and Associate Controller periodically review actions by the Trustee. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | See Part VI, Line 8a narrative above. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Iowa State University 1993 Trust prepares the Form 990 within the Finance Department at Iowa State University. Upon completion of gathering the necessary information for the return, the form was compiled by Iowa State University's 1993 trust's accounting firm. Drafts of the form were reviewed by the Associate Controller and Trustee. A copy of the Form 990 is provided to the board members prior to filing with the IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The State of Iowa, Board of Regents ("Board of Regents") is responsible for establishing the compensation of the President of Iowa State University, who is concurrently the sole Trustee of the Iowa State University 1993 Trust. The compensation and incentive plan is evaluated and approved by the Board of Regents. The Board of Regents reviews the salary ranges and recommends salary increases for the President, based upon the Board of Regents' evaluation of job performance and experience level of the individual. The Board of Regents sets a range for the performance incentive plan and further discusses these incentive goals with the President. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Governing documents and financial statements are available upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
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| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 115 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | IA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Education |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1640 Administrative Services B |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Ames |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 50011 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | IA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 1 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 12859390 |
| IRS990/TotalAssetsEOYAmt | 0 | 12437558 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 12859390 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 12437558 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 240362 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 649588 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 889950 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 12859390 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 12437558 |
| IRS990/TotalOtherCompensationAmt | 0 | 265558 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 649588 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 468118 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 468118 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 12859390 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 12437558 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 542728 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1640 Administrative Svs Bld No 1635 |
| IRS990/USAddress/CityNm | 0 | Ames |
| IRS990/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990/USAddress/ZIPCd | 0 | 50011 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Steven Leath |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5152942556 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-05-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Iowa State University 1993 Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IOWA |
| ReturnHeader/Filer/EIN | 0 | 426527697 |
| ReturnHeader/Filer/PhoneNum | 0 | 5152942556 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1640 Administrative Svs Bld No 1635 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Ames |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50011 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 4A8E829812D54CAB6C2275BE50CB0148062D08BB |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 183.83.158.67 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-05-03 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | US |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:11:20 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 861065772 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Deloitte Tax LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 50 South Sixth Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Minneapolis |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55402 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6123974000 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Chris Meskimen |
| ReturnHeader/ReturnTs | 0 | 2017-05-04T01:23:08-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $12,437,558
- Liabilities
- $0
- Net assets
- $12,437,558
- Revenue
- $468,118
- Expenses
- $889,950
- Net income
- -$421,832