Form
990- T
ending
if
.~ D Check
address box
changed
.
Print
)(
)
D
D
220(e)
408(e)
408A
$/30
,20
Name of organization
6 Exempt under section
D
D
D
~@O6
(and proxy tax under section 6033(e»
For calendar year 2006 or other tax year beginning
Department of the Treasury
Internal Revenue Service
D 501(
OMS No. 1545-0687
Exempt Organization Business Income Tax Return
or
530(a)
Type
(D
07
.
, 2006, and
~}JS!.1
~ See separate instructions.
D Employer identification number
Check box if name changed and see instructions.)
(Employees'
trust,seeinstructions
lorBlockD
onpage9.)
University of Northern Iowa
City or town, state, and ZIP code
711300
Cedar Falls, fA50614-0009
529(a)
c Bookvalueof allassets F Group exemption number (See instructions for Block F on page 9.) ~
at end of year
433,499,751 G Check organization type ~ D 501(c) corporation
D 501(c) trust D 401(a)trust
H Describe the organization's primary unrelated business activity. ~ Promoting Performing Arts ami similar events
I
Duringthetax year,wasthe corporationa subsidiaryin an affiliatedgroupor a parent-subsidiary
controlledgroup?
If "Yes," enter the name and identifying number of the parent corporation.
J
The books
D Other trust
. ~ DYes
GZJ
I
(A)Income
Income
3,049,5280 c Balance~
(6) Expenses
3,049,528
2,041,296
1,008,232
1c
2
3
4a
4b
4c
2
3
4a
b
c
5
Cost of goods sold (ScheduleA, line 7) . . . . . . .
Gross profit. Subtract line 2 from line 1c. . . . . . .
Capital gain net income (attach Schedule D) . . . . .
Net gain (loss)(Form4797, Part 1I,line17)(attachForm4797)
Capital loss deduction for trusts.
. . . . . . . .
Income(loss)from partnershipsand S corporations(attachstatement) 5
6
7
Rent income (Schedule C)
. . . . . . .
Unrelated debt-financed income (Schedule E) .
8
Interest, annuities, royalties, and rents from controlled
organizations (Schedule F)
. . . . . . . . . . . 8
Investment income of a section 501(c)(7), (9), or (17)
organization (Schedule G) . . . . . . . . . . . 9
Exploited exempt activity income (Schedule I) . . . . . 10
Advertising income (Schedule J)
. . . . . . . . . 11
Other income (See page 11 of the instructions; attach schedule.) 12
Total. Combine lines 3 through 12.
. . . . . . . . 13
1,532,716
451,848
1,131U68
Deductions
Not Taken Elsewhere (See page 12 of the instructions for limitations on deductions.)
(Except for contributions, deductions must be directly connected with the unrelated business income.)
9
10
1.1
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
. . . .
.
.
.
.
. . .
. .
. .
. .
14
.
.
.
.
15
. .
.
16
Bad debts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
of officers,
Salaries and wages.
.
Repairs and maintenance.
Interest
(attach
schedule)
Taxesand licenses.
directors,
.
and trustees
.
.
.
. .
. .
.
. .
.
.
.
. . .
. .
K) . . .
122,636
451,848
514,484
6
7
.
Compensation
(Schedule
.
.
. .
. . .
.
.
.
.
. . . .
. . .
.
.
. .
. .
.
. .
. . .
.
.
. . .
. .
.
. .
. .
.
. . .
.
. . . . . . . . . . . . . . . . . . . . . . ..
Charitable contributions (See page 14 of the instructions for limitation rules.)
Depreciation(attach Form 4562)
.
No
Telephone number ~ (
Trade or Business
1a
receipts or sales
b Gross
Lessreturnsandallowances
722320
~
are in care of ~ Gary [$ 5hontz
Unrelated
$004333
E Unrelated business activity codes
(See instructionsfor BlockE on page 9.)
GilchristHall
125
:
42
Number,street, and room or suite no. If a P.O. box, see page 9 of instructions,
. .
. . .
. . .
. . .
Less depreciation claimed on Schedule A and elsewhere on return.
.
.
.
.~
i
122a
.
18
19
206,009
16,961
2,321
.
99,673
99,673
Depletion. . . . . . . . . . . . .
Contributions to deferred compensation plans.
Employee benefit programs.
. . .
Excess exempt expenses (Schedule I)
Excess readership costs (Schedule J) .
Other deductions (attach schedule)
Total deductions. Add lines 14 through 28 .
Unrelated business taxable income before net operating loss deduction. Subtract line 29 from line 13
Net operating
loss deduction
(limited
to the amount
on line 30)
, . .
. . .
. .
.
Unrelated business taxable income before specific deduction. Subtract line 31 from line 30
Specific deduction (Generally $1,000, but see line 33 instructions for exceptions.).
. .
Unrelated business taxable income. Subtract line 33 from line 32. If line 33 is greater than line
32, enter the smaller of zero or line 32
For Privacy Act and Paperwork Reduction Act Notice, see instructions.
Cat. No. 11291J
34
Form 990- T (2006)
Page
Form 990-T (2006)
2
Tax Computation
35
Organizations
Taxable as Corporations. See instructions for tax computation on page 15.
Controlled group members (sections 1561 and 1563) check here"
0 See instructions and:
a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order):
(1) 1$
I
1 (2) 1$
1
I
(3) 1$
1
1
b Enter organization's share of: (1) Additional 5% tax (not more than $11,750) l!
(2) Additional 3% tax (not more than $100,000)
. . . . . . . . . l!
c Incometaxontheamountonline34. . . . . . . . . . . . . . . . . . . ... I35c
36 Trusts Taxable at Trust Rates. See instructionsfor tax computation on page 16. Income tax on
36
Proxy tax. Seepage16of the instructions. . . . . . . . . . . . . . . . . ... 37
Alternativeminimumtax.
. . . . . . . . . . . . . . . . . . . . . . . . 38
Total. Add lines 37 and 38 to line 35c or 36, whichever applies.
. . . . . . . . . . . 39
the amount on line 34 from:
37
38
39
0 Taxratescheduleor 0
ScheduleD (Form 1041)
. . . ...
Tax and Payments
40a
credit (corporationstheinstructions).
attach Form1118;trusts
. b Foreigntax
Othercredits(seepage17of
. . attach
. . Form1116)'
. . . . .. 140a
40b
c Generalbusinesscredit. Checkhere and indicatewhich forms are attached:
Form3800
0 Form(s)
(specify)
.. -- h --- -- --8801
----- --- -- -- --- -h
d 0
Credit
for prior year
minimum
tax (attach
Form
or--8827)
. ----. .-- -. 140C
40d
e Total credits. Add lines 40a through 40d
41 Subtract line 40e from line 39 . . . .
42
43
Othertaxes.Checkif from:
0
Form 4255
0
. . . . . . . . . . . . . . . . , . .
. . . . . . . . . . . . . . . . . . .
0 Form 8697 0 Form8866 DOther (attachschedule) .
Form 8611
tax.Addlines41and42 . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . 44a
b 2006estimated
taxpayments. . . . . . . . . . . . . . . 44b
Total
44a
Payments: A 2005 overpayment credited to 2006
c Tax deposited with Form 8868
d
. . . . . . . . . . . . . . .
Foreign organizations: Tax paid or withheld at source (see instructions).
44c
44d
.
e Backupwithholding(seeinstructions). . . . . . . . . . . . . 44e
. . . .
f Credit for federal telephone excise tax paid (attach Form 8913)
g Other credits and payments:
0 Form 2439
0 Form 4136
0 Other
Totalpayments.Add lines 44a through 44g
44f
.. ~
. . . . . . . . . . . . . . . . . .
Total
Estimated tax penalty (see page 4 of the instructions). Check if Form 2220
is attached.
45
.. 0
46
Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed.
. . . ...
Overpayment.If line 45 is larger than the total of lines 43 and 46, enter amount overpaid. ...
Entertheamountof line48youwant: Creditedto 2007estimatedtax ..
Refunded"
Statements
1
Regarding Certain Activities and Other Information
At any time during the 2006 calendar
year, did the organization
have an interest
47
48
49
(see instructions on page 18)
in or a signature
I Yes I No
or other authority
over a financial account (bank, securities,or other) in a foreign country? If YES, the organizationmay haveto file
Form TD F 90-22.1. If YES, enter the name of the foreign country here" ------h ----h -----------. -----------------2
During the tax year, did the organizationreceive a distributionfrom, or was it the grantor of, or transferorto, a foreign trust?
.
If YES, see page 5 of the instructionsfor other forms the organizationmay haveto file.
3 Enter the amount of tax-exempt interest receivedor accrued during the tax year" $
Schedule A-Cost of Goods Sold. Enter method of inventory valuation ~ Cost
1
,2
'3
Inventoryat beginningof year
Purchases. . . . . ,.
Cost of labor.
. . . ..
1
2
3
51,885
1,689,845
458,534
6 Inventoryat end of year. . . .
7 Cost of goods sold. Subtract line
6 from line 5. Enter here and in
4a Additional section 263A costs
(attach schedule) . . ..
b Other costs (attachschedule)
5 Total. Add lines 1 throuah 4b
Sign
Here
Part I, line 2.
4a
4b
5
.
.
.
.
.
.
.
I
7
I
2,041,296
8 Do the rules of section 263A (with respect to
property produced or acquired for resale) apply
2,200,264
to the orQanization?
. . . . . . . . . .
Under penalties of perjury. I declare that I have examined this retum. including accompanying schedules and statements, and to the best of my knowledge and belief, ~ is true.
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
,..
,..
III..
III..
Signature of 0 icer
Paid
~reparer's
UseOnly
I
Preparer's
signature'
~
Title
~
Firm's name (or
yours if self.employed),
address, and ZIP code
I Date
~
...I
-
~
~
the preparer shown below (see
May the IRS discuss this retum w~h
instructions)? DYes
Preparer's
D No
SSN or PTIN
)
Form 990- T (2006)
Page
Form 990-T (2006)
Schedule C-Rent
3
Income (From Real Property and Personal Property Leased With Real Property)
(see instructions on page
20)
1.Description of property
(1) Performing Arts Center
(2) UNI Dome
p) Other
(4)
2 Rent receivedor accrued
(a) From personal property (if the percentageof rent
for personal property is more than 10% but not
more than 50%)
3 Deductionsdirectly connected with the income in
columns 2(a)and 2(b)(attach schedule)
(b) From real and personalproperty (if the
percentageof rent for personalproperty exceeds
50% or if the rent is based on profit or income)
(1)
228,629
175,715
(2)
313,057
197.496
(3)
32,798
18,637
(4)
Total
Total
574.484
Enter
Total deductions.
here and on page 1, Part I,
line 6, column (8)
Total income. Add totals of columns 2(a) and 2(b). Enter
here and on page 1, Part I, line 6, column (A)
Schedule
E-Unrelated
Debt-Financed
1 Description of debt-financed
Income
(see
instructions
2 Gross income from or
allocable to debt-financed
property
property
451,848
on pac e 20)
3 Deductions directly connected with or allocable to
debt-financed property
(a) Straight line depreciation
(attach schedule)
(b) Other deductions
(attach schedule)
7 Gross income' reportable
(column 2 x column 6)
8 Allocable deductions
(column 6 X total of columns
3(a) and 3(b))
Enter here and on page 1,
Part I, line 7, column (A).
Enter here and on page 1,
Part I, line 7, column (8).
(1)
(2)
(3)
(4)
4 Amount of average
acquisition debt on or
allocable to debt-financed
property (attach schedule)
5 Average adjusted basis of
or allocable to
debt-financed property
(attach schedule)
6 Column 4
divided by
column 5
(1)
%
(2)
%
(3)
%
(4)
%
Totals
Total
dividends-received
Schedule F-Interest,
deductions
included
in column
8
Annuities, Royalties, and Rents From Controlled Organizations (see instructionson page 21)
Exempt
1 Name of Controlled
Organization
2 Employer
Identification Number
Controlled
3 Net unrelated income
(loss) (see instructions)
Oraanizations
4 Total of specified
payments made
5 Part of column 4 that is
included in the controlling
organization's gross income
6 Deductions directly
connected with income
in column 5
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations
7 Taxable Income
8 Net unrelated income
(loss) (see instructions)
9 Total of specified
payments made
10 Part of column 9 that is
included in the controlling
organization's gross income
11 Deductions directly
connected with income in
column 10
Add columns 5 and 10.
Enter here and on page 1,
Part I, line 8, column (A).
Add columns 6 and 11.
Enter here and on page 1,
Part I, line 8, column (B).
(1)
(2)
(3)
(4)
Totals
Form 990- T (2006)
Page4
Form 990-T (2006)
Schedule G-Investmentlncome
of a Section 501(c)(7), (9), or (17) Organization
(see instructions on page 22)
3 Deductions
directly connected
(attach schedule)
2 Amount of income
1 Description of income
5 Total deductions
and set-asides (col. 3
Ius col. 4)
4 Set-asides
(attach schedule)
!!l
~
8
(4)
Enter here and on page 1,
Part I, line 9, column (8).
Enter here and on page 1,
Part I, line 9, column (A).
Totals.
. . . . . .
Schedule
I-Exploited
~
Exempt Activity Income,
Other Than Advertising
Income
(see instructions on page 22)
1 Description of exploited activity
2 Gross
unrelated
business income
from trade or
business
3 Expenses
directly
connected with
production of
unrelated
business income
Enter here and on
Enter here and on
page 1, Part I,
line 10, col. (B).
4 Net income
(loss) from
unrelated trade
or business
(column 2 minus
column 3). If a
gain, compute
cols. 5 through 7.
5 Gross income
from activity that
is not unrelated
business income
7 Excess exempt
expenses
(column 6 minus
column 5, but not
more than
6 Expenses
attributable to
column 5
column 4).
!!l
~
8
(4)
page 1, Part I,
line 10, col. (A).
I
Enter here and
on page 1,
Part II, line 26.
. . . . . . .~
Totals.
Schedule J-Advertising Income (see instructions on page 23)
Income From Periodicals Reported on a Consolidated
2 Gross
advertising
income
1 Name of periodical
Basis
4 Advertising
gain or (loss) (col.
2 minus col. 3). If
a gain, compute
cols. 5 through 7.
3 Direct
advertising costs
5 Circulation
income
7 Excess
readershipcosts
(column6 minus
column 5, but not
more than
column 4).
6 Readership
costs
!!l
~
8
(4)
Totals (carry to Part II, line (5))
.
~
Income From Periodicals Reported on a Separate
Basis (For each periodical listed in
columns 2 through 7 on a line-by-linebasis.)
!!l
~
8
(4)
(5) Totals
from Part
I
Enter here and on
.
.~
Schedule K-C -...,...-.. - ti
Totals, Part II (lines 1-5)
page 1, Part I,
line 11. col. (A).
f Offi
I
Di
Enter here and on
page 1, Part I,
line 11, col. (B).
t
Enter here and
on page 1,
Part II, line 27.
dT
t ees (see Instructionson page 23)
-,
2 Title
1 Name
3 Percent of
time devoted to
business
4 Compensationattributable to
unrelatedbusiness
%
%
%
%
Total. Enter here and on page 1, Part II, line 14
*
Printed on recycled paper
Form 990-T (2006)
University of Northern Iowa
Unrelated Business Income Tax
Form 990-T
Other Deductions line 28
Travel
General Supplies
Postage and Shipping
Business Meals and Entertainment
Dues and Subscriptions
Insurance
Rents/Leases
Telephone
Printing/Duplicating/AV/Photography Services
Computer Supplies
Purchased Services
Administrative Overhead
. Advertising
Utilities
Miscellaneous
Other:
990 Schs sales svcs 07.xlssch line 28
10,154
46,403
2,179
697
1,209
6,997
15,957
4,794
3,462
(116)
38,437
826,244
87,722
43,973
1,088,112
2/1/20082:12 PM
Form
4562
Depreciation and Amortization
~@O6
(Including Information on Listed Property)
Department of the Treasury
Internal Revenue Service
Attachment
~ See separate instructions.
~ Attach to your tax return.
Businessor activityto whichthis formrelates
Name(s) shown on return
Election
OMB No. 1545-0172
To Expense
Certain
Property
Under Section
Sequence
No.
67
Identifying number
179
Note: If you have any listed property, complete Part V before you complete Part I.
1
2
3
4
5
Maximumamount.Seethe instructionsfor a higherlimit for certainbusinesses. . . . . . .
Total cost of section 179 property placed in service (see instructions) . . . . . . . . .
1
2
Thresholdcostof section179propertybeforereductionin limitation. . . . . . . . . 3
Reductionin limitation.Subtractline3 fromline2. If zeroor less,enter-0- . . . . . . . 4
$108,000
$430,000
Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing
separately,seeinstructions.
. . . . . . . . . . . . . . . . . . . . . . 5
(a) Descriptionof property
(b) Cost (businessuse only)
(c) Electedcost
6
7 Listedproperty.Enterthe amountfromline29. . . . . . . . . LZ..
8 Totalejectedcostof section179property.Addamountsin column(c),lines6 and7. . . .
9 Tentativededuction.Enterthesmallerof line5 or line8. . . . . . . . . . . . . . 9
. . . . . . . .
10
Carryoverof disallowed deduction from line 13 of your 2005 Form 4562
11
Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions)
12
Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11.
13
Carryover of disallowed deduction to 2007. Add lines 9 and 10, less line 12 ~
~
10
~
11
. . 12
Note: Do not use Part /I or Part 11/below for listed property. Instead,use Part V.
Special Depreciation Allowance and Other Depreciation (Do not include listed
14
Special allowance for qualified New York Uberty or Gulf Opportunity
property) placed in service during the tax year (see instructions)
.
15
16
Property subject to section 168(f)(1)election.
Other depreciation(includingACRS) . . .
Zone property (other than listed
. . . . . . . . . . . 4
. . . . . . . . . . . . . . . . 15
. . . . . . . . . . . . . . . . . H;
16
61,5!)!)
MACRS Depreciation (Do not include listed property.) (See instructions.
Section A
MACRS deductions for assets placed in service in tax years beginning before 2006 .
If you are electing to group any assets placed in service during the tax year into one or more
general asset accounts, check here.
. . . . . . . . . . . . . . . . ~ 0
Section B-Assets
Placed in Service During 2006 Tax Year Using the General Depreciation
17
18
(a) Classification of property
19a
b
c
d
e
f
g
h
i
20a
I
(b) Month and
year placed in
service
3-year property
5-year property
7-year property
1Q-year property
15-year property
20-year property
25-year property
Residential rental
property
Nonresidential real
property
Section C-Assets
Class life
(e) Basis for depreciation
(businesslinvestment use
onlv-see instructions)
25
27.5
27.5
39
23
MM
MM
MM
MM
S/L
S/L
S/L
S/L
S/L
(g) Depreciation deduction
S/L
12 yrs.
40 vrs.
Summary
If) Method
Placed in Service During 2006 Tax Year Using the Alternative Depreciation System
b 12-year
c 40-year
21
22
rs.
yrs.
yrs.
rs.
(e) Convention
System
MM
S/L
S/L
(see instructions)
Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . .1 21
Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21.
Enter here and on the appropriate lines of your return. Partnerships and S corporations-see instr. I 22
For assets shown above and placed in service during the current year,
enter the portion of the basis attributable to section 263A costs.
. I 23
For Paperwork
Reduction
Act Notice, see separate instructions.
Cat. No. 12906N
99,613
Form
4562
(2006)
2
Listed Property (Include automobiles, certain other vehicles, cellular telephones, certain computers, and
property used for entertainment, recreation, or amusement.)
Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only
Form 4562 (2006)
IimII!I
Page
24a, 24b, columns (a) through (c) of Section
A all of
Section 8, and Section C if applicable.
Section A-Depreciation
24a
and Other Information (Caution: See the instructions for limits for passenger automobiles.)
Doyou have evidence to support the business/investment use claimed? 0 Yes 0 No
24b If "Yes," is the evidence written? 0 Yes
(a)
Type of property (list
vehicles first)
25
(b)
Date placed in
service
~
Business/
(d)
investment
use
percentage
Cost or other
basis
00
..
. .
(1)
BasIs for depreciation Recovery
(business/Investment
period
use only)
(g)
Method!
Convention
Special allowancefor qualified New York Liberty or Gulf Opportunity Zone property placed in service during the tax
year and used more than 50% in a qualified business use (see instructions)
26 Pcoperty
"'edlmo'etha, 5T " a]red
27 pcope~
50%°' I""
r a q"al~r
No
~ecte179
se Ion
cost
25
.
§
b"';'''''' "r
b",',"" ",e
0
ru
(h)
Depreciation
deduction
I
~
I
28
29
28
Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1.
Add amounts in column (i), line 26. Enter here and on line 7, page 1. . . . . .
Section B-Information
on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other"more than 5% owner," or related person.
If you providedvehiclesto youremployees,first answerthe questionsin SectionC to seeif youmeetanexceptionto completingthissectionforthosevehicles:
30
31
32
33
34
35
36
Total business/investmentmiles driven
duringthe year(do not includecommuting
miles) .
Totalcommutingmilesdrivenduringtheyear
Total other personal (noncommuting)
miles driven.
Total miles driven during the year. Add
lines 30 through 32
Was the vehicle available for personal
use during off-duty hours?
Was the vehicle used primarily by a
more than 5% owner or related person?
Is another vehicle available for personal
use?
(a)
Vehicle 1
Yes
No
(b)
Vehicle2
Yes
No
(e)
Vehicle3
(d)
Vehicle4
No
Yes
Yes
No
(1)
(e)
Vehicle 5
Yes
Vehicle 6
No
Yes
No
Section C-Questions
for Employers Who Provide Vehicles for Use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are
not more than 5% owners or related persons (see instructions).
37
38
39
40
41
Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting,
by your employees? .
Do you maintaina written policy statementthat prohibitspersonaluse of vehicles,except commuting, by your employees?
See the instructions for vehicles used by corporate officers, directors, or 1% or more owners
Yes
No
Do you treat all use of vehicles by employees as personal use? .
Do you provide more than five vehicles to your employees, obtain information from your employees about
the use of the vehicles, and retain the information received? .
Doyou meet the requirementsconcerningqualified automobiledemonstrationuse? (Seeinstructions.)
Note: If your answer to 37, 38, 39, 40, or 41 is "Yes," do not complete Section 8 for the covered vehicles.
Amortization
42
Amortization
(e)
Amortization
period or
percentage
(1)
Amortization for
this year
of costs that begins during your 2006 tax year (see instructions):
I
43
44
(d)
Code
section
(e)
Amortizable
amount
(b)
Date amortization
begins
(a)
Descriptionof costs
I
[
Amortization of costs that began before your 2006 tax year. .
Total. Add amounts in column (t). See the instructions for where to report.
+
~
Form
4562
(2006)
CO(0~
F~01
8868
Application for Extension of Time To File an
Exempt Organization Return
(Rev. April 2007)
Department oj the Trea$ury
Intemal Revenue Servtce
II" File a separate
OMS No. 1545.1709
application lor each return.
. Ifyou are filingfor an Automatic3-MonthExtension,complete only Part I and check this box.
. If you are filing for an Additional (not automatic)
. . . . . . . II" lZ!
3-Month Extension, complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previouslyfiledForm 8868.
Automatic 3-Month Extension of Time. Only submit original (no copies needed).
Section501(c)corporationsrequiredto file Form990-Tand requestingan automatic6-monthextension~heck this box and
'" 0
complete Part I only
All other corporations ~ncluding 1120-C filers), partnerships, RF:MICs, and trusts must use Form 7004 to request an extension of
time to file income tax returns.
Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to fite
one of the returns noted below (6 months for section 501(c) corporations required to file Form 990-1)..However, you cannot fife Form
8868 electronically if (1Jyou want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group
returns, or a composite or consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form
8868. For more details on the electronic filing of this form, visit www.irs.govlefile and click on e-file for Charities&Nonprofits.
Narne of Exempt Organization
Type or
print
University of North~n Iowa
Number, street, and room or suite no. If a P.O. box, see instructions.
125 Gilchrist Hall
File by the
clue date lor
tiling your
return. See
Instructions.
I
Employer
42
City, town or post office, state, and ZiP code. For a foreign address, see instructions.
Cedar falls, !A S0614.\!OO9
Check type of return to be filed (file a separate application for each return):
0
identification number
6604333
0
0
Form 990
Form 990-BL
Form 990-EZ
lZ! Form
0 Form
0
Form 990-T (trust other than above)
0
Form 990-PF
0
Form 1041-A
0 Form 4720
0 Form 5227
0 Form 6069
0 Form 8870
990-T (corporation)
990- T (sec. 401 (a) or 408(a) trust)
. The books are in the care of ... G3fJ.B. Shootl n. .,
U" .,
n..."
--""
~!~'!~!
m.
Telephone No. II".\.m~!?...J.m
37_~:~?!~m
FAX No. ... th¥!..~...L
does not have an office or place of business in the United States, check this box
. If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)for the whole group, check this box. . . . .. II" 0 . If it is for part of the group, check this box. . . . . . II" 0
a list with the names and EINs of an members the extension will cover.
. If the organization
1
I request
an automatic
until
~.~~?:Y.~~
for the organiz.ation's
2
...
0
II"
GZJ
3-month
,20.~~.,
(6 months
for a section
501 (c) corporation
to file the exempt organization
required
to file Form 990-1)
return for the organization
11"0
. If this is
and attach
extension
of time
above. The extension is
named
return for:
calendar year 20 -m --- or
tax year beginning
'I
If this tax year is for iess than 12 months, check reason:
, 20 ..~_., and ending
0
Initial return
0
mm--.!!'.~~.~~
Final retum
0
m
, 20_--~~...
Change in accounting period
3a If this application is for Form 990-BL, 990-PF, eoo-T, 4720, or 6069, enter the tentative tax,
less any nonrefundable credits. See instructions.
b If this application is for Form 990.PF or 990-T, enter any refundable credits and estimated tax
payments made. Include any prior year overpayment allowed as a credit.
c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required,
deposit with FTO coupon or, if required, by using EFTPS (Electronic Federal Tax Payment
System).
See instructions.
Caution. Ifyou are going to
for paymentinstructions.
I)
I)
I 3c
1$
I)
make an eiectronic fund withdrawal with this Form 8868, see Form 8463-EO and Form 8B79-EO
For Privacy A.ct and Paperwork Reduction A.ct Notice, see Instructions.
Cat. No. 279160
Form 8868 (Rev. 4-2007)
Cop~
Page 2
Form 8868 (Rev.4.2007)
.
. .. 0
If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box.
Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.
. If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1).
Additional
not automatic
3-Month Extension of Time. You must file ori inal and one co
Name
of
Exempt
Organization
Employer identification number
Type or
print
For IRS use only
Number, street, and room or suite no. If a P.O. box, see instructions.
File by the
extended
due date for
filingthe
retum. See
instructions .
City, town or post office. state, and ZIP code. For a foreign address, see instructions.
Check type of return to be filed (Filea separate application for each return):
0 Form990
0 Form990-PF
0 Form 1041-A
0
0
Form 990-BL
Form 990-T (sec. 401(a) or 408(a} trust}
0
0
0
Form 4720
Form 6069
Form 8870
0 Form 990-EZ
0 Form 990-T (trust other than above)
0 Form 5227
STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.
.
Telephone No." (...n.--'>
FAANo." L
nL
n..._--. If the organization does not have an office or place of business in the United States, check this box
The
books
are in the
care
of ..
u
nn,,'
uuu--.u.un
u.u._uuu
n.--..
. If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) for the whole group, check this box . . . . . . .. 0 . If it is for part of the group,check this box. . . . . . ..
list with the names and EINs of all members the extension is for.
4
5
6
7
0
0
and attach a
I request an additional 3.month extension of time until ---""'--'''--0
,20......
For calendar year
, or other tax year beginning
m.' 20
, and ending---o...o.m
o
, 20......
If this tax year is for less than 12 months. check reason: 0 Initial return 0 Final retum 0 Change in accounting period
,,-,_o.o
m
""'
"---"
,,0..
State in detail why you need the extension
-,...n..
0...
_.n.
'" _.-... -.
--.. n- --n..
--.
-- .--.-... --. nn.
Sa
. ..
. If this is
u. -.. -'
u"""""
--.
-- n...',
-- - "'"''--'''
-- ,o
n.'--""
--
n...""-
u
If this application is for Form 990-Bl, 990-PF, 990-T, 4720, or 6069, enter the tentative tax,
less any nonrefundable credits. See instructions.
-. --.....
Sal$
b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made. Include any prior year overpayment allowed as a credit and any
8b
amount paid previously with Form 8868.
c
Balance Due, Subtract line 8b from line 8a. Include your payment with this form, or, if required, deposit
with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions.
Signature and Verification
Bel$
.
Under penalties of perjury, I declare that I have examined this form. including accompany;ng schedules and statements. and to the best 01my knowledge and belief,
It i5 tme, correct, and complete. and that I am authorized to prepare Ihis form.
S.gnature
0
0
0
0
0
~
G.
u__uu_ritfe~~J~/;::]~
Notice
to Applicant.
(To Be Completed by t e IRS)
We have approved
this application.
Please attach this form to the organization's
Oate~
II
return.
We have not approved this applicatio.,. However, we have granted a 10-day grace period from the later of the date shown below or the due
date of the organization's return (including any prior extensions). This grace period is considered to be a valid extension of time for elections
otherwise required to be made on a timely return. Please attach this form to the organization's return.
We have not approved this application. After considering the reasons stated in item 7, we cannot grant your request for an extension of time
to liIe. We are not granting a 10.day grace period.
We cannot
Other
consider
this application because
n n... --
it was filed after the extended due date of the return for which an extension was requested.
- -nn
n
--. n
n
u -- n u
un.. U -- un
' _..
By:
Director
Date
Mailing Address. Enter the address if you want the copy of this application
Alternate
returned to an address different than the one entered above.
I Name
Type or
for an additional
3-month
extension
Number and street (include suite, room, or apt. no.) or a P.O. box number
print
City or town, province or state, and country (including postal or ZIP code)
Form 8868
(Rev. 4.2007)