2024-04-24T10:04:41+00:00 2022-06-30 990 2021-07-01 844628214 University of Iowa Strategic Initiatives Fund UNIV 3193352791 5 W Jefferson St 105 Iowa City IA 52242 Terry Johnson Treasurer 3193352791 2024-04-24 Terry L Johnson 999009999 2021 2023-04-26 12:10:37Z X Terry Johnson 5 W Jefferson St 105 Iowa City IA 52242 18514853 false X N/A X 2020 IA Support the State University of Iowa's strategic plan implementation by providing grants for scientific research and educational activities and subsiding utility expenses. THE GENERAL PURPOSE OF THIS CORPORATION SHALL BE TO_MANAGE THE FUNDS FROM THE PAYMENT UNDER THE LONG TERM LEASE AND CONCESSION AGREEMENT FOR THE UNIVERSITY OF IOWA UTILITY SYSTEM EXECUTED IN DECEMBER 2019 (P3 AGREEMENT); TO SELECT AND SUPERVISE INDEPENDENT INVESTMENT MANAGER(S); TO GRANT MONEY TO THE UNIVERSITY TO SUBSIDIZE UTILITY PAYMENTS; TO DETERMINE THE ANNUAL PAYOUT OF THE ENDOWMENT FOR THE PURPOSE OF GRANTING GIFTS OF MONEY TO THE UNIVERSITY FOR DIRECT USE IN ITS SCIENTIFIC RESEARCH AND EDUCATIONAL ACTIVITIES; AND TO REVIEW ALL GRANT REQUESTS FORWARDED TO IT BY THE BUDGET REVIEW BOARD TO ENSURE THAT EACH ADVANCES THE UNIVERSITY STRATEGIC PLANS AND TO ADVANCE THE CAUSE OF EDUCATION AND RESEARCH. 3 1 0 0 0 0 0 0 0 0 16066757 18514853 0 0 16066757 18514853 7500000 12707813 0 0 0 0 0 0 0 0 433579 7500000 13141392 8566757 5373461 1125258541 1048103644 0 0 1125258541 1048103644 X SUPPORT THE STATE UNIVERSITY OF IOWA'S STRATEGIC PLAN IMPLEMENTATION BY PROVIDING GRANTS FOR SCIENTIFIC RESEARCH AND EDUCATIONAL ACTIVITIES AND SUBSIDIZING UTILITY EXPENSES. false false 3595237 Extending Iowa's Success in Space-Based Research Across Campus Building on the UI's success in space-based research, this project will draw on the expertise of faculty across multiple departments to create an interdisciplinary research enterprise, and will strengthen the institution's ability to successfully compete for NASA funding for space missions and instruments. The project includes a space instrumentation summer program that will position the UI as the destination of choice for students interested in space research. 900000 A Campus-Wide Learning@Iowa Framework to Increase Students' Academic Success Most students starting college have not received guidance on how to learn for success in collegiate settings. This program will develop and implement the Learning@Iowa framework to transform the culture of learning throughout campus, spanning a variety of academic courses, residence hall settings, academic advising sessions, and more. The project uses empirically proven learning methods from cognitive science that have been demonstrated to have positive effects on student learning and progress toward degree. 2220441 The Iowa Health Data Resource: Building the Future of Health Informatics at the University of Iowa Analyzing patient data plays a central and critical role in advancing research across the broad spectrum of healthcare. This project will improve how the UI research community accesses and utilizes health science data by establishing the Iowa Health Data Resource (IHDR) on which future health informatics research initiatives can be built. This will position the UI as a national competitor for building interdisciplinary programs for next-generation research, curriculum, and student-engaged research development. 113768 Examining and Tailoring Academic Policies to Enhance Undergraduate Student Success and Equity This project examines the impact of academic probation and course placement at the UI, with a goal of tailoring policies and practices to promote overall student success and to foster equity in student outcomes. Team members will collaborate with key campus stakeholders to implement changes at the collegiate level. The project is expected to positively impact undergraduate student retention and graduation rates. 540000 Closing the Gap: Experiential Educational for All Undergraduates at Iowa Experiential education provides students with opportunities to apply learning to real-world contexts, while also fostering career preparation and improving job placement rates. This project seeks to close gaps in student participation by assessing the landscape of experiential education and barriers to student participation. The project also will create a course tailored for all second-year students that will provide an experiential education component and engage students in career exploration. 4000000 Seeding Excellence: Strengthening the University as a Destination for Research and Scholarship This program aims to sustain growth of the research enterprise by providing competitive pilot funding in areas across campus that will strategically advance institutional priorities. By providing unique opportunities for faculty collaboration and support, the project should contribute to successful recruitment and retention of faculty in areas of distinction. Funding allocation will span interdisciplinary research grants; early career faculty research support; community-engaged scholarship funding; and diversity, equity, and inclusion funds to supplement research opportunities for students from historically underfunded groups. 758867 Equity in Health Science and Practice This project will engage faculty, staff, students, and community partners in the conduct of rigorous health equity research and the translation of research findings into community-based interventions. Expected outcomes include published interventional approaches for advancing health equity in the state of Iowa, including on-campus and community-based infrastructure for future pandemic-related and non-pandemic-related health equity research. 579500 Academic Analytics Subscription Academic Analytics builds web-based products that provide comparative benchmarking against peer institutions as well as benchmarking within the University of Iowa itself. It is widely considered to be the industry standard for higher education analytics and has myriad applications including, but not limited to, benchmarking, strategic planning, identification of honorific awards for faculty, identification of institutional strengths and weaknesses, faculty collaborations, and faculty recruitment and retention. Many peer institutions use this product for the aforementioned applications. The AAU also uses this product to gather data to assist with its ranking of institutions. 5992135 0 true false false false false false false false false false true false false false false false true false false true false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 3 1 true false false false true true true true true false false true true true true false false false false false X Terry Johnson 3193352791 5 W Jefferson Street Iowa City IA 52242 Nancy Boettger Vice President & Director X X 0 0 0 Rodney Lehnertz President & Director 2.0 40.0 X X 0 374372 52376 Thomas Rietz Director 2.0 40.0 X 0 342980 51590 Susan Klatt Secretary 2.0 40.0 X 0 285250 33780 Terry Johnson Treasurer 2.0 40.0 X 0 392583 53463 0 1395185 191209 0 false true false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20655545 0 0 20655545 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -2140692 0 0 -2140692 0 -2140692 0 0 -2140692 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18514853 0 0 18514853 12707813 12707813 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 433579 0 433579 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13141392 12707813 433579 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 817191241 596705079 308067300 451398565 0 0 0 0 0 1125258541 1048103644 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1125258541 1048103644 1125258541 1048103644 1125258541 1048103644 5373461 -82528358 0 0 0 0 X false false X X X 1 State University of Iowa 426004813 6 true 12707813 0 1 12707813 0 true true false false false false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 2 Supported Org. Without IRS Status 509(a)1 or (2) The State University of Iowa (SUI) is managed by the Iowa Board of Regents and qualifies under IRC section 509(a)(1) as a section 170(b)(1)(A)(ii) educational organization which normally maintains a regular faculty and curriculum and normally has a regularly enrolled body of pupils or students in attendance at the place where its educational activities are regularly carried on. SUI is accredited by the Higher Learning Commission. As a State university, SUI is not required to obtain an IRS determination of recognition of its public charity status. SUI also qualifies under IRC section 509(a)(1) as a section 170(b)(1)(A)(v) governmental unit either as an integral part of the State of Iowa or as a political subdivision of the State. SSgA High Yield Bond Fund 50537106 F Credit Suisse Senior Loan Fund 57573658 F Acadian Global Low Volatility Fund 90787301 F Pacific Bank Loan Fund 54833355 F Principal Enhanced Property Value 65148415 F Morgan Stanley Prime Real Estate Fund 59812236 F JP Morgan Infrastructure Fund 25415561 F IFM Global Infrastructure Fund 25635257 F Golub Capital Partners Intl 14 18055676 F JP Morgan Private Equity 3600000 F 451398565 Central America and the Caribbean Investments 18000000 0 0 0 0 0 0 18000000 0 18000000 true false true true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Cash true STATE UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 12707813 0 STRATEGIC FUNDING INITIATIVES 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Annual reporting will be required for each grant to monitor progress and ensure funds are used for their intended purposes. false false false false false false false false false Rodney Lehnertz President & Director 0 325472 0 42180 0 6720 0 33500 0 18876 0 426748 0 0 Thomas Rietz Director 0 314027 0 16000 0 12953 0 32714 0 18876 0 394570 0 0 Terry Johnson Treasurer 0 337000 0 54023 0 1560 0 34587 0 18876 0 446046 0 0 Susan Klatt Secretary 0 253440 0 30250 0 1560 0 25500 0 8280 0 319030 0 0 Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $ 113,768) Examining and Tailoring Academic Policies to Enhance Undergraduate Student Success and Equity This project examines the impact of academic probation and course placement at the UI, with a goal of tailoring policies and practices to promote overall student success and to foster equity in student outcomes. Team members will collaborate with key campus stakeholders to implement changes at the collegiate level. The project is expected to positively impact undergraduate student retention and graduation rates. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $ 540,000) Closing the Gap: Experiential Educational for All Undergraduates at Iowa Experiential education provides students with opportunities to apply learning to real-world contexts, while also fostering career preparation and improving job placement rates. This project seeks to close gaps in student participation by assessing the landscape of experiential education and barriers to student participation. The project also will create a course tailored for all second-year students that will provide an experiential education component and engage students in career exploration. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $ 4,000,000) Seeding Excellence: Strengthening the University as a Destination for Research and Scholarship This program aims to sustain growth of the research enterprise by providing competitive pilot funding in areas across campus that will strategically advance institutional priorities. By providing unique opportunities for faculty collaboration and support, the project should contribute to successful recruitment and retention of faculty in areas of distinction. Funding allocation will span interdisciplinary research grants; early career faculty research support; community-engaged scholarship funding; and diversity, equity, and inclusion funds to supplement research opportunities for students from historically underfunded groups. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $ 758,867) Equity in Health Science and Practice This project will engage faculty, staff, students, and community partners in the conduct of rigorous health equity research and the translation of research findings into community-based interventions. Expected outcomes include published interventional approaches for advancing health equity in the state of Iowa, including on-campus and community-based infrastructure for future pandemic-related and non-pandemic-related health equity research. Form 990, Part III, Line 4d Description of other program services (Expenses $ including grants of $ 579,500) Academic Analytics Subscription Academic Analytics builds web-based products that provide comparative benchmarking against peer institutions as well as benchmarking within the University of Iowa itself. It is widely considered to be the industry standard for higher education analytics and has myriad applications including, but not limited to, benchmarking, strategic planning, identification of honorific awards for faculty, identification of institutional strengths and weaknesses, faculty collaborations, and faculty recruitment and retention. Many peer institutions use this product for the aforementioned applications. The AAU also uses this product to gather data to assist with its ranking of institutions. Form 990, Part VI, Line 2 BUSINESS RELATIONSHIP THE TERM "BUSINESS RELATIONSHIP" USED IN THIS CONTEXT REFERS TO INDIVIDUALS HAVING A DIRECT REPORTING BUSINESS RELATIONSHIP IN THEIR REGULAR EMPLOYMENT WITH THE UNIVERSITY OF IOWA. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons RODNEY LEHNERTZ AND TERRY JOHNSON - Business relationship, TERRY JOHNSON AND SUSAN KLATT - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS THE STATE UNIVERSITY OF IOWA. THE SOLE MEMBER SHALL HOLD ANNUAL AND SPECIAL MEETINGS ON DATES TO BE SET BY THE PRESIDENT OF THE UNIVERSITY OF IOWA. THE MEMBER SHALL CONSIDER AND ACT UPON SUCH MATTERS AS MAY BE RAISED FOR THE MEMBER'S CONSIDERATION AND VOTE. THE CORPORATION'S BYLAWS MAY BE AMENDED BY THE MEMBER AT ANY ANNUAL MEETING, OR AT ANY SPECIAL MEETING CALLED FOR THAT PURPOSE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD SHALL CONSIST OF THREE DIRECTORS, EXCLUSIVE OF THE PRESIDENT OF THE UNIVERSITY OF IOWA WHO SHALL BE AN EX OFFICIO MEMBER WITHOUT VOTE. THE MEMBERS OF THE BOARD SHALL CONSIST OF: AN APPOINTEE FROM THE STATE OF IOWA BOARD OF REGENTS, THE SENIOR VICE PRESIDENT FOR FINANCE AND OPERATIONS AT THE UNIVERSITY OF IOWA, AND A MEMBER OF THE FACULTY OF THE UNIVERSITY APPOINTED BY THE FACULTY SENATE FOR A FOUR-YEAR TERM. A MEMBER MAY BE REAPPOINTED TO SUBSEQUENT TERMS. THE APPOINTEE OF THE STATE OF IOWA BOARD OF REGENTS WILL SERVE AS LONG AS THE APPOINTEE IS A MEMBER OF THE BOARD OF REGENTS AND UNTIL REMOVED OR REPLACED BY THE BOARD OF REGENTS. THE SENIOR VICE PRESIDENT FOR FINANCE AND OPERATIONS SHALL SERVE BY VIRTUE OF THE POSITION. THE MEMBER OF THE FACULTY APPOINTED BY THE FACULTY SENATE SHALL SERVE A FOUR-YEAR TERM OR UNTIL REMOVED OR REPLACED BY THE FACULTY SENATE. A DIRECTOR MAY RESIGN FROM THE BOARD BY TENDERING A WRITTEN RESIGNATION TO THE PRESIDENT OF THE CORPORATION. IF ANY VACANCY ON THE BOARD EXISTS BY REASON OF DEATH, RESIGNATION OR OTHERWISE, THE VACANCY SHALL BE FILLED BY THE BOARD OF REGNTS FOR THE MBMER APPOINTED BY THE REGENTS, AND BY THE FACULTY SENATE FOR THE MEMBER APPOINTED BY THE FACULTY SENATE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE CORPORATION'S SOLE MEMBER SHALL CONSIDER AND ACT UPON SUCH MATTERS AS MAY BE RAISED FOR THE MEMBER'S CONSIDERATION AND VOTE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE TREASURER REVIEWS AND APPROVES THE FINAL DRAFT OF FORM 990 WHICH IS PREPARED BY STAFF OF THE UNIVERSITY OF IOWA. A COPY OF THE 990 IS DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy DISCLOSURES UNDER THE CONFLICT OF INTEREST POLICY ARE REQUIRED ON AN ANNUAL BASIS, AND ON AN AD HOC BASIS AS CONFLICTS OF INTEREST ARISE. COVERED PERSONS MUST DISCLOSE TO THE BOARD ANY INTEREST MEETING ANY OF THE CATEGORIES SET FORTH IN THE POLICY. DISCLOSURE WILL BE ACCOMPLISHED BY THE COMPLETION AND SUBMISSION OF AN ANNUAL PERSONAL DISCLOSURE FORM OR, IN THE CASE OF INTERESTS NOT SO DISCLOSED, IN WRITING AT THE TIME OF DISCOVERY OF THE CONFLICT. Where the board will deliberate and vote on a matter in which a director holds a conflict of interest, the director we'll disclose that interest as required by this policy and recuse him/herself so as not to be present for or participate in the board's deliberation and vote. Any action taken by the board on such a matter must be by an affirmative vote of the directors of the board who themselves have no direct or indirect interest in the matter to be voted on. The minutes of any meeting at which such action is taken will reflect the director's recusal for a conflict of interest and that the action was taken by vote as required by this policy. The policy will be reviewed on an annual basis by the board and any revisions recommended will be voted on by the full board. Form 990, Part VI, Line 19 Required documents available to the public THE CORPORATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CORPORATION'S FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. Form 990, Part 1, Line 1 THE GENERAL PURPOSE OF THIS CORPORATION SHALL BE TO MANAGE THE FUNDS FROM THE PAYMENT UNDER THE LONG TERM LEASE AND CONCESSION AGREEMENT FOR THE UNIVERSITY OF IOWA UTILITY SYSTEM EXECUTED IN DECEMBER 2019 (P3 AGREEMENT); TO SELECT AND SUPERVISE INDEPENDENT INVESTMENT MANAGER(S); TO GRANT MONEY TO THE UNIVERSITY TO SUBSIDIZE UTILITY PAYMENTS; TO DETERMINE THE ANNUAL PAYOUT OF THE ENDOWMENT FOR THE PURPOSE OF GRANTING GIFTS OF MONEY TO THE UNIVERSITY FOR DIRECT USE IN ITS SCIENTIFIC RESEARCH AND EDUCATIONAL CTIVITIES; AND TO REVIEW ALL GRANT REQUESTS FORWARDED TO IT BY THE BUDGET REVIEW BOARD TO ENSURE THAT EACH ADVANCES THE UNIVERSITY STRATEGIC PLANS AND TO ADVANCE THE CAUSE OF EDUCATION AND RESEARCH. Form 990, Section B, Reasons for Amended Return Part IV, Question 14b was changed to "Yes Schedule F included as a result. One Form 926 is also attached along with a statement of reasonable cause explaining the circumstances for the late filing of Form 926. State University of Iowa 105 Jessup Hall Iowa City IA 52242 426004813 State University IA NA false University of Iowa Research Foundation 2660 Universitv Capitol Centre Iowa City IA 52242 237436761 Research at Univ IA IA 501(c)(3) Type I University of Iowa false Musser Davis Land Company 4600 Madison Ste 600 Kansas City MO 64112 440365680 Support University of Iowa MO 501(c)(3) Type I University of Iowa false University of Iowa Research Park Corporation 2500 Crosspark Rd Coralville IA 52241 421333324 Research at University of Iowa IA 501(c)(2) University of Iowa false Iowa Measurement Research Corporation 334 Lindquist Center Iowa City IA 52242 420791544 Testing at University of Iowa IA 501(c)(3) Type I University of Iowa false Encompass Health Rehab 2450 Coral Ct Coralville IA 52241 831261306 Rehab Hospital DE N/A University of IA Health System 1349 JCP UI Hosp Iowa City IA 52242 421431503 Medical Services IA NA C Corporation false Iowa Medical Mutual Ins Co 020709298 Malpractice insurance IA NA C Corporation false false true false false false false false false false false false false true true true false false false false Schedule R, Part V, Line 2 Due to a software limitation involving Schedule R, Part V, Line 2, the following information is being provided here: (A) Related organization: State University of Iowa (B) Transaction Type: B (C) Amount: $12,707,813 (D) Method: Actual