COALITION FOR THE COMMON GOOD: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COALITION FOR THE COMMON GOOD (EIN 31-0536640)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202421369349302407
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T07:32:40-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COALITION FOR THE COMMON GOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COAL | BusinessNameControlTxt |
| Phone | 9377691340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 DAYTON ST | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN GOZUM | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 9377691340 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLAN | PersonFirstNm |
| Person Last | GOZUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTIOCH UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM GROVES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 DAYTON ST | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,370,347 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANTIOCH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | COALITION FOR THE COMMON GOOD PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1526 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,506,093 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,788,396 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,823,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $71,630,366 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,406,243 | PYInvestmentIncomeAmt |
| CY Investment Income | $813,272 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,614,359 | PYOtherRevenueAmt |
| CY Other Revenue | $850,764 | CYOtherRevenueAmt |
| PY Total Revenue | $83,350,347 | PYTotalRevenueAmt |
| CY Total Revenue | $82,082,798 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,047,225 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,798,395 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,487,485 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,388,432 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $142,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $45,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $561,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,347,353 | PYOtherExpensesAmt |
| CY Other Expenses | $23,146,392 | CYOtherExpensesAmt |
| PY Total Expenses | $80,024,563 | PYTotalExpensesAmt |
| CY Total Expenses | $79,378,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,325,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,704,579 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,588,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,635,216 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,524,192 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,591,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,064,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,044,045 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | COALITION FOR THE COMMON GOOD, DBA ANTIOCH UNIVERSITY, PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $67,221,119 | ExpenseAmt |
| Grant | $2,798,395 | GrantAmt |
| Revenue | $71,630,366 | RevenueAmt |
| Desc | ON JUNE 30, 2023, ANTIOCH UNIVERSITY CHANGED ITS CORPORATE NAME TO COALITION FOR THE COMMON GOOD (COALITION), BUT CONTINUES TO DO BUSINESS AS ANTIOCH UNIVERSITY AS A TAX-EXEMPT ENTITY USING THE SAME EMPLOYER IDENTIFICATION NUMBER (EIN) AND OFFICE OF POSTSECONDARY EDUCATION IDENTIFICATION (OPE ID). THE BROADER MISSION OF THE COALITION IS TO BE THE FIRST NATIONAL HIGHER EDUCATION SYSTEM OF AFFILIATED PRIVATE, NONPROFIT COLLEGES AND UNIVERSITIES, BOUND BY A COMMON MISSION OF PROMOTING DEMOCRACY, SOCIAL JUSTICE, EQUITY, INCLUSION, AND ENGAGED GLOBAL CITIZENSHIP. SPECIFIC TO ANTIOCH UNIVERSITY'S MISSION, IT CONTINUES TO PROVIDE LEARNER CENTERED EDUCATION TO ADULT STUDENTS ACROSS THE COUNTRY AND AROUND THE WORLD, VIA ONLINE AND FROM ITS FIVE CAMPUSES. ANTIOCH IS GUIDED BY ITS CORE VALUES OF EXCELLENCE IN TEACHING AND LEARNING, NURTURING STUDENT ACHIEVEMENT, SUPPORTING SCHOLARSHIP AND SERVICE, A COMMITMENT TO SOCIAL ENGAGEMENT, AND BUILDING AND SERVING INCLUSIVE COMMUNITIES. AS THE COALITION DEVELOPS, SO WILL THE NUMBER OF DEGREES/PROGRAMS OFFERED BY ANTIOCH UNIVERSITY, SERVING AS THE GRADUATE SCHOOL FOR THE SYSTEM.THE COALITION OF THE COMMON GOOD (DBA ANTIOCH UNIVERSITY) PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. ANTIOCH UNIVERSITY WAS FOUNDED IN 1852 IN YELLOW SPRINGS, OHIO. ITS FIRST PRESIDENT WAS HORACE MANN, THE FATHER OF PUBLIC EDUCATION IN THE UNITED STATES, WHO DEEPLY BELIEVED THAT EDUCATION WAS THE CORNERSTONE OF A STRONG AMERICAN DEMOCRACY. TODAY, ANTIOCH IS A NATIONAL UNIVERSITY WITH CAMPUSES IN KEENE, NH; LOS ANGELES AND SANTA BARBARA, CA; SEATTLE, WA; AND YELLOW SPRINGS, OH, AS WELL AS NUMEROUS LOW-RESIDENCY AND ONLINE PROGRAMS. CAMPUSES FULFILL THE MISSION BY SERVING THE EDUCATIONAL NEEDS OF THE COMMUNITIES IN THEIR REGIONS; THE ONLINE PROGRAMS EXPAND ACCESS TO EDUCATION THROUGH HIGH-QUALITY, AFFORDABLE, AND FLEXIBLE EDUCATION. ANTIOCH ENROLLS MORE THAN 4,400 POST-TRADITIONAL AGE STUDENTS IN A WIDE VARIETY OF PROFESSIONAL DOCTORAL AND MASTER'S PROGRAMS, IN AN UNDERGRADUATE DEGREE COMPLETION PROGRAM, AND IN PROFESSIONAL CERTIFICATES AND ENDORSEMENTS. THE UNIVERSITY'S MISSION IS GUIDED BY THE CORE VALUES OF EXCELLENCE IN TEACHING AND LEARNING, NURTURING STUDENT ACHIEVEMENT, SUPPORTING SCHOLARSHIP AND SERVICE, A COMMITMENT TO SOCIAL ENGAGEMENT, AND BUILDING AND SERVING INCLUSIVE COMMUNITIES. A BOLD AND ENDURING SOURCE OF INNOVATION IN HIGHER EDUCATION, ANTIOCH UNIVERSITY IS A PRIVATE, NONPROFIT INSTITUTION AND HAS BEEN CONTINUOUSLY ACCREDITED BY THE HIGHER LEARNING COMMISSION SINCE 1927.CREATING THE COALITION FOR THE COMMON GOODANTIOCH UNIVERSITY AND OTTERBEIN UNIVERSITY LAID THE GROUNDWORK TO CO-FOUND THE COALITION FOR THE COMMON GOOD (CCG), THE FIRST NATIONAL HIGHER EDUCATION SYSTEM OF AFFILIATED PRIVATE, NONPROFIT COLLEGES AND UNIVERSITIES THAT, THROUGH COLLABORATION AND INTEGRATION, PROVIDE TRANSFORMATIVE EDUCATION AND LIFELONG LEARNING. THE COALITION FOR THE COMMON GOOD IS DEDICATED TO PROMOTING DEMOCRACY, SOCIAL JUSTICE, EQUITY, INCLUSION, AND ENGAGED GLOBAL CITIZENSHIP. UNBOUND BY GEOGRAPHY, THE CCG WILL USE THE COMBINED RESOURCES OF THE MEMBER INSTITUTIONS TO DEVELOP AND DELIVER TARGETED EDUCATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS THAT MEET THE UNIQUE REQUIREMENTS OF OUR COMMUNITIES THROUGH ACADEMIC PARTNERSHIPS WITH LOCAL BUSINESSES AND EMPLOYERS. THROUGH THE COALITION FOR THE COMMON GOOD, THE UNIVERSITIES HAVE MOVED FROM BEING COMPETITORS TO COLLABORATORS FOR THE BETTERMENT OF STUDENTS AND COMMUNITIES. BUILT ON THE FACULTY EXPERTISE OF BOTH INSTITUTIONS, THE CCG COMBINES MEMBERS' GRADUATE PROGRAMS TO FORM A GRADUATE DIVISION WITH A NATIONAL SCOPE, OPERATED BY ANTIOCH UNIVERSITY. THE COALITION FOR THE COMMON GOOD WILL ALSO COLLABORATE ON BUILDING OR ACQUIRING NEW PROGRAMS THAT WILL BENEFIT STUDENTS. THE COALITION FOR THE COMMON GOOD WILL EXPAND TO INCLUDE OTHER COLLEGES AND UNIVERSITIES THAT SHARE THE COALITION MEMBERS' LONG-STANDING COMMITMENTS TO PRESERVING DEMOCRACY, FURTHERING SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE, AND PROVIDING ACCESS TO THOSE SEEKING TO ADVANCE THEIR LIVES AND COMMUNITIES THROUGH EDUCATION.NEW PROGRAMS AND INITIATIVESANTIOCH VOICES LAUNCHEDIN AUGUST OF 2022, THE CHANCELLOR ANNOUNCED A NEW FORUM FOR ANTIOCHIANS TO SPEAK OUT ABOUT ISSUES IMPORTANT TO THEM. SINCE THEN, TWENTY-THREE STUDENTS, FACULTY, AND ALUMNI HAVE STEPPED FORWARD TO ADD THEIR WRITING AS PART OF THE "ANTIOCH VOICES" ESSAY SERIES. THESE PIECES RANGE IN STYLE FROM FORCEFUL OP-EDS TO SEARCHING PERSONAL ESSAYS AND EVEN TO MORE RESEARCH-BASED EXPLAINERS BUT THEY ALWAYS INCLUDE A SENSE OF WHO THE AUTHOR IS AND WHY THIS ISSUE MATTERS SO MUCH TO THEM.RACIAL JUSTICE ADDED TO UNIVERSITY MISSIONAT ITS SUMMER 2023 MEETING, THE BOARD OF GOVERNORS UPDATED ANTIOCH UNIVERSITY'S MISSION STATEMENT TO INCLUDE THE WORD "RACIAL," SO THAT IT NOW READS, "ANTIOCH UNIVERSITY PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE." THE PURPOSE IS TO EXPLICITLY CALL OUT ANTIOCH UNIVERSITY'S COMMITMENT TO RACIAL JUSTICE AND ITS EFFORTS TO BE AN INCLUSIVE AND ANTI-RACIST INSTITUTION OF HIGHER LEARNING. RECENT EFFORTS TO LIVE UP TO THIS MISSION HAVE INCLUDED THE CREATION OF A NEW POSITION OF HEAD OF EQUITY, DIVERSITY, INCLUSION, AND BELONGING, THE ONGOING WORK OF THE ANTI-RACIST TASK FORCE, AND THE COMPLETION THIS FALL OF A UNIVERSITY-WIDE CLIMATE SURVEY EXPLORING STUDENT AND EMPLOYEE EXPERIENCES OF EXCLUSION AND BELONGING.PROMOTING RESEARCH ACTIVISMSOCIAL JUSTICE HAS BEEN PART OF THE ANTIOCH MISSION SINCE ITS INCEPTION AND IMPLEMENTING THAT MISSION REQUIRES MANY DIFFERENT APPROACHES. THAT'S WHY FACULTY AND STUDENTS FROM ANTIOCH'S NEW ENGLAND PSYD PROGRAM AND SEATTLE PSYD PROGRAM CAME TOGETHER FOR THE SECOND ANNUAL SOCIAL JUSTICE SYMPOSIUM, WITH THE THEME, "LIBERATION FROM COLONIALISM NOW: PROMOTING RESEARCH ACTIVISM." THE SYMPOSIUM OFFERED A PLACE FOR COMMUNITY TO COME TOGETHER AND SHARE KNOWLEDGE, NURTURE COLLABORATIVE RELATIONSHIPS, AND ENGAGE IN ACTIVISM THROUGH DECOLONIZING RESEARCH.CO-DESIGNING CONSERVATION WITH (NOT FOR) COMMUNITIESAN ANTIOCH UNIVERSITY FACULTY MEMBER IS LEADING ANTIOCH'S ONGOING CO-DESIGNING CONSERVATION WITH (NOT FOR) COMMUNITIES PROJECT THROUGH WHICH THE UNIVERSITY PARTNERS WITH ZOOS AND AQUARIUMS ACROSS THE COUNTRY TO HELP THESE PUBLIC INSTITUTIONS PROMOTE COMMUNICATION AND DEVELOP PROGRAMMING IN CLOSE CONSULTATION WITH LOCAL, HISTORICALLY MARGINALIZED COMMUNITIES. OVER THE LAST YEAR, THE FACULTY MEMBER AND THE PROJECT TEAM HAVE ENGAGED THE COMMUNITIES AROUND THE PARTNER ZOOS IN WAYS THAT HIGHLIGHT WHAT IS WORKING AND LOCATE COMMUNITY ASPIRATIONS FOR THE FUTURE. THE CO-DESIGNING APPROACH OFFERS A POWERFUL NEW FRAMEWORK TO LISTEN AND MAKE AN IMPACT WITH PARTNER COMMUNITIES.PROMOTING LITERACY EDUCATION AS A KEY FOR SOCIAL JUSTICEANTIOCH'S CHAIR OF THE MA IN TEACHING IS WORKING TO BRING HIGH-QUALITY, SOCIALLY AWARE LITERACY EDUCATION TO MORE CLASSROOMS IN WASHINGTON STATE AND ACROSS THE COUNTRY. AS STUDENTS DEVELOP CONFIDENCE IN THEIR SKILLS AS PEOPLE EMPOWERED IN USING LANGUAGE, THEY CAN PERFORM WRITING TASKS FOR THEMSELVES PERSONALLY BUT ALSO OUT IN THEIR COMMUNITIES TO MAKE A SOCIAL IMPACT AND CONNECT WITH OTHER PEOPLE. EFFECTING CHANGE IN HIGHER EDUCATION THROUGH MEANINGFUL LEADERSHIPANTIOCH UNIVERSITY'S PHD IN LEADERSHIP AND CHANGE PREPARES STUDENTS TO LEAD IN MANY FIELDS. AS CHANGEMAKERS, ALUMNI ARE TAKING THEIR PASSION AND ACCUMULATED SKILLS TO IMPACT THE FIELD OF HIGHER EDUCATION AND DOING IMPORTANT WORK, FROM IDENTIFYING AND LOWERING BARRIERS FACED BY TODAY'S STUDENT POPULATIONS TO DEVELOPING INTENTIONAL WAYS TO CREATE A SENSE OF BELONGING, FROM CULTIVATING INTERCULTURAL CONVERSATIONS TO FOSTERING IN YOUTH A SPIRIT OF GIVING BACK, AND FROM LEADING MINDFULLY TO HELPING LATINX STUDENTS THRIVE. | Desc |
| Total Program Service Expenses | $67,221,119 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4818 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1526 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN GOZUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9377691304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 DAYTON ST | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| HOLLY HART MCKIERNAN | |||||||||
| BOARD CHAIR | 15.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN GIFFORD | |||||||||
| VICE CHAIR | 10.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL MUTTY | |||||||||
| BOARD MEMBER | 5.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| TERI CANNON | |||||||||
| BOARD MEMBER | 5.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CHARLENE HAYES | |||||||||
| BOARD MEMBER | 5.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| APRIL CASPERSON | |||||||||
| BOARD MEMBER | 5.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| THERESA HARRIS | |||||||||
| BOARD MEMBER | 5.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY RUHLIN | |||||||||
| BOARD MEMBER | 5.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JANET BELL | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE CRANDALL | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATRIN DAMBROT | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LANCE DUBLIN | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG FINKELSTEIN | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLE ISOM-BARNES | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MCGILL | |||||||||
| BOARD MEMBER UNTIL 11/5/22 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM PLATER | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD PREYER | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIKO SUAREZ | |||||||||
| BOARD MEMBER UNTIL 11/5/22 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA SUMMERVILLE | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE TEMPEL | |||||||||
| BOARD MEMBER UNTIL 6/30/23 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM GROVES | |||||||||
| CHANCELLOR/PRESIDENT | 55.00 | 1.00 | Yes (X) | $291,805 | $0 | $33,108 | |||
| CHESTER HASKELL | |||||||||
| VICE CHANCELLOR ACADEMIC AFFAIRS | 55.00 | 0.00 | Yes (X) | $227,147 | $0 | $13,860 | |||
| ALLAN GOZUM | |||||||||
| CFO/VICE CHANCELLOR/TREASURER | 55.00 | 5.00 | Yes (X) | $221,359 | $0 | $29,398 | |||
| MARY GRANGER | |||||||||
| UNIVERSITY COUNSEL/SECRETARY | 55.00 | 0.00 | Yes (X) | $177,611 | $0 | $24,532 | |||
| CRAIG MASLOWSKY | |||||||||
| VICE CHANCELLOR ENROLLMENT | 55.00 | 0.00 | $222,760 | $0 | $14,653 | Yes (X) | |||
| SHAWN FITZGERALD DEAN SCHOOL | |||||||||
| OF COUNSELING, PSYCH., & THERAPIES | 55.00 | 0.00 | $166,499 | $0 | $52,901 | Yes (X) | |||
| MARIA-JUDITH RODRIGUEZ | |||||||||
| VICE CHANCELLOR, HUMAN RESOURCES | 55.00 | 0.00 | $213,102 | $0 | $16,218 | Yes (X) | |||
| LAURIEN ALEXANDRE | |||||||||
| DEAN OF THE GRADUATE SCHOOL L&C | 55.00 | 0.00 | $174,219 | $0 | $42,788 | Yes (X) | |||
| MARK HOWER | |||||||||
| PROVOST/CAMPUS CEO | 55.00 | 0.00 | $156,370 | $0 | $38,507 | Yes (X) | |||
| MICHAEL GREITZER | |||||||||
| DIRECTOR OF REAL ESTATE | 55.00 | 0.00 | $166,574 | $0 | $39,545 | Yes (X) | |||
| BARBARA LIPINSKI | |||||||||
| ASSOCIATE VC FOR ACADEMIC PERSONNEL | 55.00 | 0.00 | $153,734 | $0 | $21,335 | Yes (X) | |||
| MELISSA KIRK | |||||||||
| ASSOC VC ACADEMIC AFFAIRS | 55.00 | 0.00 | $159,781 | $0 | $10,997 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,330,961 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $337,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILEY EDU LLC | |||||
| 1415 W 22ND ST STE 400 | OAK BROOK | IL | 60523 | MARKETING AND ENROLLMENT SERVICES | $2,317,994 |
| EDUCATION DYNAMICS | |||||
| 111 RIVER ST 10TH FLOOR | HOBOKEN | NJ | 07030 | MARKETING SERVICES | $2,039,033 |
| ELLUCIAN CO LLC | |||||
| 2003 EDMUND HALLEY DR | RESTON | VA | 20191 | IT SERVICES | $1,281,636 |
| AL MELANSON CO INC | |||||
| 353 WEST ST | KEENE | NH | 03431 | ROOFING SERVICES | $461,901 |
| TEVERA LLC | |||||
| 2321 JACK BREAULTH DR STE 300 | HUDSON | WI | 54016 | PROFESSIONAL SERVICES | $165,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,000,000 | RelatedOrganizationsAmt |
| Government Grants | $2,920,209 | GovernmentGrantsAmt |
| All Other Contributions | $868,187 | AllOtherContributionsAmt |
| Noncash Contributions | $12,263 | NoncashContributionsAmt |
| Total Contributions | $8,788,396 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $71,351,790 | $71,351,790 |
| CONTRACTS | 900099 | $252,332 | $252,332 |
| SRVCS OF AUXILIARY ENTERPRISES | 900099 | $26,244 | $26,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $71,630,366 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $783,321 | TotalRevenueColumnAmt |
| Exclusion | $783,321 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $356,649 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,451 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $333,198 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $333,198 | TotalRevenueColumnAmt |
| Exclusion | $333,198 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,230,520 | SecuritiesAmt |
| Other | $63,529 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,264,098 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$33,578 | SecuritiesAmt |
| Other | $63,529 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,951 | TotalRevenueColumnAmt |
| Exclusion | $29,951 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $517,566 | TotalRevenueColumnAmt |
| Exclusion | $517,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $517,566 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,082,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,630,366 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,664,036 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,798,395 | TotalAmt |
| Program Services | $2,798,395 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,000 | TotalAmt |
| Program Services | $1,323,432 | ProgramServicesAmt |
| Management And General | $220,650 | ManagementAndGeneralAmt |
| Fundraising | $10,918 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,043,051 | TotalAmt |
| Program Services | $34,930,974 | ProgramServicesAmt |
| Management And General | $5,823,907 | ManagementAndGeneralAmt |
| Fundraising | $288,170 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,990,723 | TotalAmt |
| Program Services | $1,640,698 | ProgramServicesAmt |
| Management And General | $332,091 | ManagementAndGeneralAmt |
| Fundraising | $17,934 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,195,710 | TotalAmt |
| Program Services | $3,979,284 | ProgramServicesAmt |
| Management And General | $1,193,975 | ManagementAndGeneralAmt |
| Fundraising | $22,451 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,603,948 | TotalAmt |
| Program Services | $3,107,903 | ProgramServicesAmt |
| Management And General | $472,821 | ManagementAndGeneralAmt |
| Fundraising | $23,224 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,600 | TotalAmt |
| Program Services | $901,634 | ProgramServicesAmt |
| Management And General | $50,826 | ManagementAndGeneralAmt |
| Fundraising | $2,140 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,292,119 | TotalAmt |
| Management And General | $1,292,119 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,003 | TotalAmt |
| Management And General | $148,003 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Fundraising | $45,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,462 | TotalAmt |
| Management And General | $74,462 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,491,468 | TotalAmt |
| Program Services | $2,456,179 | ProgramServicesAmt |
| Management And General | $25,773 | ManagementAndGeneralAmt |
| Fundraising | $9,516 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,819,322 | TotalAmt |
| Program Services | $1,782,642 | ProgramServicesAmt |
| Management And General | $376 | ManagementAndGeneralAmt |
| Fundraising | $36,304 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,049 | TotalAmt |
| Program Services | $295,427 | ProgramServicesAmt |
| Management And General | $309,697 | ManagementAndGeneralAmt |
| Fundraising | $43,925 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,685,876 | TotalAmt |
| Program Services | $2,531,971 | ProgramServicesAmt |
| Management And General | $147,053 | ManagementAndGeneralAmt |
| Fundraising | $6,852 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,776,989 | TotalAmt |
| Program Services | $5,365,140 | ProgramServicesAmt |
| Management And General | $396,245 | ManagementAndGeneralAmt |
| Fundraising | $15,604 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,456 | TotalAmt |
| Program Services | $635,492 | ProgramServicesAmt |
| Management And General | $78,619 | ManagementAndGeneralAmt |
| Fundraising | $4,345 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,277 | TotalAmt |
| Program Services | $631,954 | ProgramServicesAmt |
| Management And General | $60,394 | ManagementAndGeneralAmt |
| Fundraising | $929 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,344 | TotalAmt |
| Program Services | $433,916 | ProgramServicesAmt |
| Management And General | $48,143 | ManagementAndGeneralAmt |
| Fundraising | $1,285 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,819 | TotalAmt |
| Program Services | $1,200,824 | ProgramServicesAmt |
| Management And General | $84,440 | ManagementAndGeneralAmt |
| Fundraising | $3,555 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,237,786 | TotalAmt |
| Program Services | $1,153,337 | ProgramServicesAmt |
| Management And General | $81,037 | ManagementAndGeneralAmt |
| Fundraising | $3,412 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $802,802 | $802,802 | ||
| LIBRARY | $750,671 | $736,858 | $13,813 | |
| MEMBERSHIPS AND DUES | $321,344 | $251,920 | $10,921 | $58,503 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958,005 | TotalAmt |
| Program Services | $260,337 | ProgramServicesAmt |
| Management And General | $696,121 | ManagementAndGeneralAmt |
| Fundraising | $1,547 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,378,219 | TotalAmt |
| Program Services | $67,221,119 | ProgramServicesAmt |
| Management And General | $11,595,255 | ManagementAndGeneralAmt |
| Fundraising | $561,845 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,185,340 | BOYAmt |
| EOY | $18,413,539 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450,430 | BOYAmt |
| EOY | $5,165,068 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,834,913 | BOYAmt |
| EOY | $2,154,227 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,581,716 | BOYAmt |
| EOY | $1,314,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,402,489 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,991,948 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,182,140 | BOYAmt |
| EOY | $14,410,541 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,353,836 | BOYAmt |
| EOY | $17,456,771 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,720,374 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,588,375 | BOYAmt |
| EOY | $74,635,216 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,755,713 | BOYAmt |
| EOY | $6,733,251 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,504,481 | BOYAmt |
| EOY | $8,194,590 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,412 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,810,000 | BOYAmt |
| EOY | $8,810,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,586 | BOYAmt |
| EOY | $316,327 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,537,003 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,524,192 | BOYAmt |
| EOY | $41,591,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,329,416 | BOYAmt |
| EOY | $15,093,832 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,734,767 | BOYAmt |
| EOY | $17,950,213 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,064,183 | BOYAmt |
| EOY | $33,044,045 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,588,375 | BOYAmt |
| EOY | $74,635,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,704,579 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,304,244 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$28,961 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,663,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,168,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,437,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,506,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,788,396 | CurrentTaxYearAmt |
| Total | $33,562,860 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,663,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,168,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,437,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,506,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,788,396 | CurrentTaxYearAmt |
| Total | $33,562,860 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $155,479 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,407,381 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $871,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $709,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $496,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $637,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,139,970 | CurrentTaxYearAmt |
| Total | $3,855,891 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,230,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $979,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $741,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,337,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $517,566 | CurrentTaxYearAmt |
| Total | $4,807,314 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,226,065 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $323,234,034 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2018 AMOUNT: $ 1,230,815. 2019 AMOUNT: $ 529,799. 2020 AMOUNT: $ 390,709. 2021 AMOUNT: $ 648,639. 2022 AMOUNT: $ 517,566. INSURANCE PROCEEDS - 2019 AMOUNT: $ 449,437. 2020 AMOUNT: $ 351,000. 2021 AMOUNT: $ 689,349. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,206,399 | BeginningYearBalanceAmt |
| Contributions | $761,861 | ContributionsAmt |
| Investment Earnings Or Losses | $930,403 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $313,358 | OtherExpendituresAmt |
| End Year Balance | $9,585,305 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,784,109 | BeginningYearBalanceAmt |
| Contributions | $14,531 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,296,301 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $295,940 | OtherExpendituresAmt |
| End Year Balance | $8,206,399 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,012,169 | BeginningYearBalanceAmt |
| Contributions | $9,644 | ContributionsAmt |
| Investment Earnings Or Losses | $2,040,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $278,058 | OtherExpendituresAmt |
| End Year Balance | $9,784,109 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,700,762 | BeginningYearBalanceAmt |
| Contributions | $32,846 | ContributionsAmt |
| Investment Earnings Or Losses | $577,431 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $298,870 | OtherExpendituresAmt |
| End Year Balance | $8,012,169 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,476,035 | BeginningYearBalanceAmt |
| Contributions | $5,288 | ContributionsAmt |
| Investment Earnings Or Losses | $540,065 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $320,626 | OtherExpendituresAmt |
| End Year Balance | $7,700,762 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07152 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53701 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39147 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $311,420 | OtherCostOrOtherBasisAmt |
| Book Value | $311,420 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,778,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,425,578 | DepreciationAmt |
| Book Value | $8,353,220 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,933,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,883,772 | DepreciationAmt |
| Book Value | $5,050,070 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,533,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,035,608 | DepreciationAmt |
| Book Value | $498,290 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $844,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $646,990 | DepreciationAmt |
| Book Value | $197,541 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,410,541 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSETS | $15,265,833 |
| DEPOSITS | $454,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,720,374 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $17,537,003 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,537,003 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $82,155,582 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,304,244 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,254,911 | OtherRevenueAmt |
| Revenue Not Reported | $49,333 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,106,249 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$23,451 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$23,451 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,082,798 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,175,720 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $23,451 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $23,451 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,152,269 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,225,950 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,225,950 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,378,219 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | DEPOSITS HELD FOR OTHERS ARE TUITION PAYMENTS MADE BY THE STUDENTS AND EITHER 1) NOT YET APPLIED TO THE STUDENT ACCOUNT, OR 2) ARE OVERPAYMENTS TO BE REFUNDED TO THE STUDENT. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 30 INDIVIDUAL DONOR RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT OF THE UNIVERSITY IS INTENDED FOR STUDENT AID AND GENERAL INSTITUTIONAL SUPPORT. |
| PART X, LINE 2: | THE UNIVERSITY IS A QUALIFYING ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS, THEREFORE, EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(A) ON ITS NORMAL OPERATIONS. HOWEVER, THE UNIVERSITY IS TAXED ON OTHER UNRELATED INCOME, IF ANY. THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON RENTAL INCOME OF PERSONAL PROPERTY. THE UNIVERSITY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE UNIVERSITY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. THE UNIVERSITY COMPLETED AN ANALYSIS OF ITS TAX POSITION, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS FOR UNRECOGNIZED TAX POSITIONS AT JUNE 30, 2023 AND 2022. THE UNIVERSITY FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE REQUIRED STATES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST -28,961. FINANCIAL AID -1,225,950. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -23,451. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 23,451. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,225,950. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE PART II OF SCHEDULE E |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAM ADMINISTERED BY THE DEPARTMENT OF EDUCATION AS WELL AS GRANT PROGRAMS FROM THE VARIOUS STATES THE UNIVERSITY OPERATES IN. |
| SCHEDULE E, PART 1 LINE 3 | THE ORGANIZATION USES THE MEDIA OUTLETS LIKE FACEBOOK TO SHARE THEIR NONDISCRIMINATORY POLICIES, SOCIAL JUSTICE AND DEEP CONNECTION TO THE COMMUNITY IN WHICH IT SERVES. COALITION FOR THE COMMON GOOD, FORMERLY KNOWN AS ANTIOCH UNIVERSITY, HAS A PROUD HISTORY OF BEING ONE OF THE FIRST INSTITUTIONS IN THE MID 1850'S TO ADMIT AFRICAN AMERICANS INTO THE SAME ACADEMIC PROGRAMS AS WHITES. IT IS ALSO NOTABLY THE ALMA MATER OF CORETTA SCOTT KING AND OTHERS WHO WORKED FOR THE CIVIL RIGHTS MOVEMENTS OF THE 1960'S. SHORTLY AFTER ITS INCORPORATION IN 1852, IT AMENDED ITS ARTICLES OF INCORPORATION TO PROVIDE THAT, "NOR SHALL RELIGIOUS OR THEOLOGICAL OPINIONS OF ANY KIND OR CONSIDERATIONS OF RACE, CREED, OR NATIONAL ORIGIN EVER BE USED AS A BASIS FOR EXCLUDING A PERSON FROM ITS BENEFITS." THE UNIVERSITY HAS SINCE EXPANDED ITS POLICY OF NONDISCRIMINATION REQUIRING THAT "ANTIOCH PROVIDES EQUAL OPPORTUNITY FOR ALL QUALIFIED APPLICANTS AND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, GENDER, ANCESTRY, RELIGION, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, FAMILY STATUS OR DISABILITY IN MATTERS AFFECTING EMPLOYMENT OR IN PROVIDING ACCESS TO PROGRAMS." IT NOW INCLUDES ITS NONDISCRIMINATION POLICY STATEMENT IN ALL BROCHURES AND OTHER RECRUITMENT MATERIALS AS WELL AS IN THE COURSE CATALOG. FINALLY, THE POLICY IS CLEARLY POSTED ON THE WEBSITE OF EACH UNIVERSITY CAMPUS AND PROGRAM. FURTHER, AS PER SECTION 4.03 PARAGRAPH C, THE UNIVERSITY CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITIES IN MEANINGFUL NUMBERS. PER SECTION 4.03 PARAGRAPH B OF REV. PROC. 75-50, 1975-2 CB 587, THE UNIVERSITY IS NOT REQUIRED TO FURTHER ANNUALLY PUBLISH ITS NONDISCRIMINATORY POLICY IN THE LOCAL COMMUNITY BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM A NATIONWIDE OR LARGE GEOGRAPHICAL AREA, AS WELL AS INTERNATIONALLY. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CHINA (INCL | 0 | 0 | PROGRAM SERVICES | ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS | $2,170 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | CREATION OF SOCIAL MEDIA MARKETING VIDEO | $1,250 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, IRAN, IRA | 0 | 0 | PROGRAM SERVICES | ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS | $2,710 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS | $750 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | WRITING AWARD/PRIZE | $200 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS | $2,550 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, BARB | 0 | 0 | PROGRAM SERVICES | ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS | $428 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, BARB | 0 | 0 | PROGRAM SERVICES | ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS | $2,644 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | STIPEND FOR STUDENT MENTOR SERVICES | $1,500 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | STIPEND FOR STUDENT MENTOR SERVICES | $750 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,702 | SubtotalSpentAmt |
| Continuation Spent | $2,400 | ContinuationSpentAmt |
| Total Spent | $15,102 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS RELATED TO SCHOLARSHIPS ARE DOCUMENTED AS TO SELECTION CRITERIA AND WHO WAS SELECTED. RECORDS CONTAINING THIS INFORMATION ARE MAINTAINED BY THE FINANCIAL AID OFFICE IN THE RESPECTIVE STUDENTS' FILES. FOR OTHER CHARITABLE GRANTS, THE SELECTION CRITERIA AND RECIPIENT INFORMATION IS MAINTAINED BY THE UNIVERSITY GRANT OFFICE AND/OR THE UNIVERSITY ADVANCEMENT OFFICE. |
| PART I, LINE 3: | THE UNIVERSITY REPORTS EXPENDITURES IN FOREIGN COUNTRIES PER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES. CURRENCY CONVERSION OCCURS AT THE TIME THE EXPENSE IS INCURRED, OR REIMBURSED BY THE UNIVERSITY. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPASS GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2961-A-HUNTER MILL RD STE 808 | AddressLine1Txt |
| City | OAKTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING ADVICE AND APPROACH | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $45,000 | RetainedByContractorAmt |
| Net To Organization | -$45,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $45,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$45,000 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE COMPASS GROUP, INC. PROVIDED CONSULTING ADVICE AND APPROACH TO THE IN-HOUSE INSTITUTIONAL ADVANCEMENT STAFF. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID, SCHOLARSHIPS AND FELLOWSHIPS | GrantTypeTxt |
| Recipient | 1074 | RecipientCnt |
| Cash Grant | $2,798,395 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY FOLLOWS GUIDELINES SET BY THE DEPARTMENT OF EDUCATION, AND STATE GOVERNMENTS, TO ENSURE THAT GRANTS TO STUDENTS ARE AWARDED TO ELIGIBLE RECIPIENTS. ALL DOCUMENTATION REGARDING THE AWARDING OF THESE GRANTS IS MAINTAINED IN THE STUDENT FILE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM GROVES | ||||||||||||||
| CHANCELLOR/PRESIDENT | $288,125 | $0 | $0 | $0 | $3,680 | $0 | $17,486 | $0 | $15,622 | $0 | $324,913 | $0 | $0 | $0 |
| ALLAN GOZUM | ||||||||||||||
| CFO/VICE CHANCELLOR/TREASURER | $220,503 | $0 | $0 | $0 | $856 | $0 | $13,500 | $0 | $15,898 | $0 | $250,757 | $0 | $0 | $0 |
| CHESTER HASKELL | ||||||||||||||
| VICE CHANCELLOR ACADEMIC AFFAIRS | $225,000 | $0 | $0 | $0 | $2,147 | $0 | $13,500 | $0 | $360 | $0 | $241,007 | $0 | $0 | $0 |
| CRAIG MASLOWSKY | ||||||||||||||
| VICE CHANCELLOR ENROLLMENT | $222,568 | $0 | $0 | $0 | $192 | $0 | $13,368 | $0 | $1,285 | $0 | $237,413 | $0 | $0 | $0 |
| MARIA-JUDITH RODRIGUEZ | ||||||||||||||
| VICE CHANCELLOR, HUMAN RESOURCES | $212,251 | $0 | $0 | $0 | $851 | $0 | $12,900 | $0 | $3,318 | $0 | $229,320 | $0 | $0 | $0 |
| SHAWN FITZGERALD DEAN SCHOOL | ||||||||||||||
| OF COUNSELING, PSYCH., & THERAPIES | $165,936 | $0 | $0 | $0 | $563 | $0 | $10,800 | $0 | $42,101 | $0 | $219,400 | $0 | $0 | $0 |
| LAURIEN ALEXANDRE | ||||||||||||||
| DEAN OF THE GRADUATE SCHOOL L&C | $172,163 | $0 | $0 | $0 | $2,056 | $0 | $11,065 | $0 | $31,723 | $0 | $217,007 | $0 | $0 | $0 |
| MICHAEL GREITZER | ||||||||||||||
| DIRECTOR OF REAL ESTATE | $165,815 | $0 | $0 | $0 | $759 | $0 | $10,500 | $0 | $29,045 | $0 | $206,119 | $0 | $0 | $0 |
| MARY GRANGER | ||||||||||||||
| UNIVERSITY COUNSEL/SECRETARY | $177,417 | $0 | $0 | $0 | $194 | $0 | $10,800 | $0 | $13,732 | $0 | $202,143 | $0 | $0 | $0 |
| MARK HOWER | ||||||||||||||
| PROVOST/CAMPUS CEO | $155,499 | $0 | $0 | $0 | $871 | $0 | $9,600 | $0 | $28,907 | $0 | $194,877 | $0 | $0 | $0 |
| BARBARA LIPINSKI | ||||||||||||||
| ASSOCIATE VC FOR ACADEMIC PERSONNEL | $152,273 | $0 | $0 | $0 | $1,461 | $0 | $9,300 | $0 | $12,035 | $0 | $175,069 | $0 | $0 | $0 |
| MELISSA KIRK | ||||||||||||||
| ASSOC VC ACADEMIC AFFAIRS | $159,500 | $0 | $0 | $0 | $281 | $0 | $9,600 | $0 | $1,397 | $0 | $170,778 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | 7/1/22-6/30/23: IN ARTICLE VI OF THE BOARD OF GOVERNORS BY-LAWS, SECTION 6.4 STATES: "THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS SHALL BE RESPONSIBLE FOR THE GENERAL CONTROL, MANAGEMENT, AND REGULATION OF ALL MATTERS PERTAINING TO THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF GOVERNORS. EXCEPT ON THOSE MATTERS RESERVED FOR THE BOARD OF GOVERNORS IN THE BY-LAWS OR IN THE ARTICLES OF INCORPORATION, THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD OF GOVERNORS BETWEEN BOARD MEETINGS AND IN EMERGENCIES WHEN THE BOARD CANNOT MEET IN A TIMELY MANNER TO ACHIEVE A QUORUM, AND TO OTHERWISE HANDLE ROUTINE MATTERS TO ENABLE THE BOARD TO BE EFFICIENT AND STRATEGIC IN THE USE OF ITS MEETING TIME. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE FOLLOWING EX-OFFICIO MEMBERS: THE CHAIR OF THE BOARD OF GOVERNORS WHO SHALL ALSO SERVE AS ITS CHAIR, VICE CHAIR OF THE BOARD OF GOVERNORS, THE CHAIRS OF ALL STANDING COMMITTEES OTHER THAN THOSE CHAIRED BY THE BOARD VICE CHAIR, AND THE CHANCELLOR (WITHOUT VOTE). THEY EACH SHALL SERVE ON THE COMMITTEE AS LONG AS THEY HOLD THEIR RESPECTIVE LEADERSHIP POSITIONS. ADDITIONALLY, AT LEAST ONE AT-LARGE MEMBER SHALL BE NOMINATED ANNUALLY BY THE GOVERNANCE COMMITTEE FOR A RENEWABLE ONE-YEAR TERM FOR ELECTION BY THE BOARD OF GOVERNORS. SUCH PERSON SHALL NOT SERVE FOR MORE THAN TWO CONSECUTIVE YEARS AS THE AT-LARGE MEMBER OF THE EXECUTIVE COMMITTEE. 7/1/23-12/31/23: THE BYLAWS OF THE COALITION FOR THE COMMON GOOD BOARD OF DIRECTORS DO NOT PROVIDE FOR DELEGATION OF AUTHORITY TO AN EXECUTIVE OR SIMILAR COMMITTEE. 7/1/23-12/31/24: THE ANTIOCH UNIVERSITY BOARD OF GOVERNORS WAS REFORMED AS AN ADVISORY BOARD WITH CERTAIN DUTIES DELEGATED BY THE COALITION FOR THE COMMON GOOD BOARD OF DIRECTORS. THE ANTIOCH UNIVERSITY ADVISORY BOARD CHARTER DOES NOT DELEGATE AUTHORITY TO AN EXECUTIVE OR SIMILAR COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON JUNE 30, 2023, ANTIOCH UNIVERSITY AND OTTERBEIN UNIVERSITY ENTERED INTO AN AFFILIATION AGREEMENT AND BECAME THE FOUNDING MEMBERS OF THE COALITION FOR THE COMMON GOOD, (THE COALITION OR UNIVERSITY). WITH THE AFFILIATION, THE CORPORATION "ANTIOCH UNIVERSITY", CHANGED ITS NAME TO "COALITION FOR THE COMMON GOOD" (DBA "ANTIOCH UNIVERSITY") AND REFORMED ITS BOARD OF DIRECTORS (THE BOARD) TO INCLUDE FOUR APPOINTMENTS FROM OTTERBEIN UNIVERSITY, FOUR APPOINTMENTS FROM ANTIOCH UNIVERSITY AND ONE APPOINTMENT OF A MEMBER NOT ASSOCIATED WITH EITHER UNIVERSITY. THE COALITION FOR THE COMMON GOOD THEN BECAME THE SOLE MEMBER OF OTTERBEIN UNIVERSITY WITH CERTAIN RESERVED AND DELEGATED POWERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED AND DISCUSSED WITH THE AUDIT COMMITTEES, OUTSIDE CPA FIRM, CHANCELLOR, CFO/TREASURER, UNIVERSITY COUNSEL/SECRETARY, AND ACCOUNTING LEADERSHIP. A COPY OF THE FORM 990 WAS PROVIDED TO THE FULL BOARD OF GOVERNORS AND DIRECTORS PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH OFFICER AND MEMBER OF THE BOARD. EACH INDIVIDUAL SIGNS A FORM ANNUALLY CONFIRMING THEY HAVE REVIEWED AND UNDERSTAND THE POLICY AND DISCLOSING ANY CONFLICTS THEY MAY HAVE. THE BOARD ANNUALLY REVIEWS THESE FORMS AND APPROVES A RESOLUTION STATING THAT ALL OFFICERS AND BOARD MEMBERS HAVE SUBMITTED THEIR FORM. IF ANY CONFLICTS ARE NOTED, THE BOARD WILL REVIEW THE RELATIONSHIP AND TRANSACTION AND DETERMINE IF FURTHER ACTION IS NECESSARY TO MANAGE THE CONFLICT. THE POLICY INFORMS BOARD MEMBERS OF THEIR ONGOING OBLIGATION TO DISCLOSE CONFLICTS OF INTEREST AS THEY ARISE, FOR EXAMPLE EACH TIME A SIGNIFICANT NEW CONTRACT IS ENTERED INTO OUTSIDE OF THE ANNUAL DISCLOSURE PERIOD. MANAGEMENT DOES AN ASSESSMENT OF ANY POSSIBLE CONFLICTS FOR OFFICERS, AS WELL, AT THIS TIME. WHEN A CONFLICT MAY ARISE, DEPENDING ON THE CIRCUMSTANCE, THE MEMBER IS REQUIRED TO RECUSE HIM/HERSELF DURING DISCUSSIONS AND VOTING OF THE CONFLICTED ACTIVITY, OR THEY MAY BE ASKED TO RESIGN. THE CONFLICT MANAGEMENT PLANS FOR SPECIFIC CONFLICTS ARE DOCUMENTED IN CORPORATE RECORDS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ANTIOCH UNIVERSITY ADVISORY BOARD COMPENSATION COMMITTEE IS MADE UP OF INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. THEY REVIEW INDUSTRY SALARY AND BENEFITS DATA FROM SEVERAL REPUTABLE SOURCES. THESE SOURCES INCLUDED SURVEY DATA OF DOZENS OF INDUSTRY PEERS. IN ADDITION, THE COMMITTEE WOULD TAKE INTO CONSIDERATION THE FINANCIAL HEALTH OF THE INSTITUTION AND THE INCREASES PROVIDED TO OTHER KEY EMPLOYEES WITHIN THE UNIVERSITY. THE COMMITTEE HELD DISCUSSIONS AND ULTIMATELY VOTED UPON THE COMPENSATION PROVIDED TO THE CHANCELLOR FOR THE FOLLOWING YEAR. THE PROCESS WAS DOCUMENTED. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE CHANCELLOR SIMILARLY REVIEWS INDUSTRY DATA FOR COMPARABLE INSTITUTIONS. IN ADDITION, PERFORMANCE EVALUATIONS ARE COMPLETED. A COMPENSATION RECOMMENDATION FOR THESE EMPLOYEES IS BASED ON THIS DATA, AND PROVIDED BY THE CHANCELLOR TO THE EXECUTIVE COMMITTEE, OR FULL BOARD, WHO THEN VOTES ON THE FINAL COMPENSATION. THE PROCESS IS DOCUMENTED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC AT THE UNIVERSITY'S WEBSITE HTTP://WWW.ANTIOCH.EDU/POLICIES/. THE ORGANIZATION PROVIDES THE FORM 990 UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). THE CHANCELLOR PROVIDES ENROLLMENT AND FINANCIAL UPDATES TO THE UNIVERSITY COMMUNITY THROUGHOUT THE YEAR VIA ON-LINE AND/OR CAMPUS VISITS. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST -28,961. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CCG SERVICES INC | ||||||||||
| 900 DAYTON ST | YELLOW SPRINGS | OH | 45387 | 934389528 | SUPPORTING ORGANIZATION | OH | 501(C)(3) | LINE 12A, I | COALITION FOR THE COMMON GOOD | Yes (1) |
| OTTERBEIN UNIVERSITY | ||||||||||
| 1 S GROVE ST | WESTERVILLE | OH | 43081 | 314379532 | EDUCATION | OH | 501(C)(3) | LINE 2 | COALITION FOR THE COMMON GOOD | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTTERBEIN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $5,000,000 | InvolvedAmt |
| Method Of Amount Determination | ACCRUAL | MethodOfAmountDeterminationTxt |
Comments