2022-05-11T11:24:23-05:00 2021-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2020-07-01 344428219 HEIDELBERG UNIVERSITY % JOEL WILKINS HEID 4194482228 310 EAST MARKET ST TIFFIN OH 448832462 HOA NGUYEN VP - ADMINISTRATION 4194482517 2022-05-15 true HOA NGUYEN 999009999 Lauren R Denton P01571860 2604604000 2 2020 2022-09-23 18:48:47Z ROBERT HUNTINGTON 310 EAST MARKET STREET TIFFIN OH 44883 86947390 false X WWW.HEIDELBERG.EDU X 1850 OH A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. 30 30 821 30 0 0 6320974 16745968 45983873 44273234 1418141 4403116 113111 82783 53836099 65505101 19809754 20079736 0 0 19780224 17941693 0 0 1081152 14025755 16761641 53615733 54783070 220366 10722031 148448525 173786073 35071923 39687944 113376602 134098129 X HEIDELBERG UNIVERSITY'S MISSION AND PROGRAMS ARE FIRMLY ROOTED IN LIBERAL ARTS WITH INNOVATIVE COURSEWORK IN SCIENCES, GLOBAL EDUCATION, BUSINESS AND RELATED GRADUATE-LEVEL PROGRAMS. QUALITY EDUCATION, SERVICES TO STUDENTS, A CLOSE PERSONAL LIVING ENVIRONMENT AND STRONG VALUES-CENTERED PHILOSOPHY ARE HALLMARKS OF A HEIDELBERG EDUCATION. false false 45776773 20079736 44339621 FACULTY INSTRUCTION FOR FULL AND PART-TIME STUDENTS SEEKING DEGREES FROM HEIDELBERG. STUDENT SERVICES PROVIDED TO OUR FULL AND PART-TIME STUDENTS. THESE SERVICES INCLUDE ATHLETICS, FINANCIAL AID, OUR ADMISSIONS OFFICE AND SERVICES TO OUR RESIDENT STUDENTS. AUXILIARY SERVICES TO OUR RESIDENT STUDENTS INCLUDE ROOM AND BOARD AS WELL AS OUR BOOKSTORE. 45776773 true true false false false false false true false true true false false false true false true false true true true false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 126 0 true 821 true true true true GM false false false true true false false false false false false X 30 30 false false false false false false false true true false false true true true true true true true true false OH X JOEL WILKINS 4194482517 310 EAST MARKET STREET TIFFIN OH 44883 DR ROBERT HUNTINGTON PRESIDENT 40.0 0.0 X 322870 0 88692 HOA NGUYEN VP ADMINISTRATION AND BUSINESS 40.0 0.0 X 162812 0 23665 PHIL NESS VP INSTITUTIONAL ADVANCEMENT 40.0 0.0 X 144011 0 18425 CHRIS ABRAMS DEAN OF STUDENT AFFAIRS 40.0 0.0 X 115647 0 20429 MARGARET RUDOLPH CHIEF HR OFFICER 40.0 0.0 X 111931 0 6348 BRYAN SMITH BEGAN 720 INTERIM PROVOST 40.0 0.0 X 95921 0 18637 ANTHONY BOURNE VP OF ENROLLMENT MANAGEMENT 40.0 0.0 X 86859 0 9542 MARSHA BORDNER PHD TRUSTEE 2.0 0.0 X 0 0 0 GARY BRYENTON ESQ TRUSTEE 2.0 0.0 X 0 0 0 CAROL CARTWRIGHT PHD TRUSTEE 2.0 0.0 X 0 0 0 CHARLES COLE TRUSTEE 2.0 0.0 X 0 0 0 B LYNN DETTERMAN TRUSTEE 2.0 0.0 X 0 0 0 GARY DUNCAN TRUSTEE 2.0 0.0 X 0 0 0 ERNEST ESTEP MD TRUSTEE 2.0 0.0 X 0 0 0 MITCH FELTON TRUSTEE 2.0 0.0 X 0 0 0 KATHLEEN GEIER CHAIR OF THE BOARD 2.0 0.0 X 0 0 0 KAREN GILLMOR PHD TRUSTEE 2.0 0.0 X 0 0 0 THEODORE HIERONYMUS TRUSTEE 2.0 0.0 X 0 0 0 ANDREW KALNOW TRUSTEE 2.0 0.0 X 0 0 0 KRIS KLEPPER TRUSTEE 2.0 0.0 X 0 0 0 JOHN KRATZ TRUSTEE 2.0 0.0 X 0 0 0 WILLIAM LANDESS TRUSTEE 2.0 0.0 X 0 0 0 SONDRA LIBMAN TRUSTEE 2.0 0.0 X 0 0 0 REV BETH LONG-HIGGINS TRUSTEE 2.0 0.0 X 0 0 0 STEVE MARIN TRUSTEE 2.0 0.0 X 0 0 0 JERILYN MEDREA TRUSTEE 2.0 0.0 X 0 0 0 KIMBERLY NEWMAN TRUSTEE 2.0 0.0 X 0 0 0 RICHARD ODELL VICE CHAIR OF THE BOARD 2.0 0.0 X 0 0 0 R JAMES ORR ESQ BOARD SECRETARY 2.0 0.0 X X 0 0 0 TERRY OWEN PHD TRUSTEE 2.0 0.0 X 0 0 0 ANTHONY PARADISO TRUSTEE 2.0 0.0 X 0 0 0 LARRY ROPER PHD TRUSTEE 2.0 0.0 X 0 0 0 ELIZABETH SMITH ESQ TRUSTEE 2.0 0.0 X 0 0 0 VICTOR STRIMBU ESQ TRUSTEE 2.0 0.0 X 0 0 0 RALPH TALMAGE BOARD TREASURER 2.0 0.0 X X 0 0 0 SUSAN WOLF MD PHD TRUSTEE 2.0 0.0 X 0 0 0 WADE YOUNG MD TRUSTEE 2.0 0.0 X 0 0 0 1040051 0 185738 5 false true false PARKHURST DINING SERVICES 20700 NORTH BARK BLVD UNIVERSITY HEIGHTS OH 44118 DINING SERVICE 3106534 MARKER CONSTRUCTION INC 2084 US 68 SOUTH PO BOX 250 BELLEFONTAINE OH 43311 CONSTRUCTION 6755320 BHDP ARCHITECTURE 302 W 3RD ST SUITE 500 CINCINNATI OH 45202 ARCHITECTURE 228115 MBS DIRECT LLC PO BOX 617 COLUMBIA MO 65205 EDUCATIONAL SUPPORT 181634 ELLUCIAN SUPPORT INC 62578 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SOFTWARE SUPPORT 271387 14 52550 2718837 13974581 440035 16745968 TUITION AND FEES 611710 34099052 34099052 RESIDENCE HALLS 611710 4375003 4375003 FOOD SERVICE 611710 3709309 3709309 CONFERENCE REVENUE 611710 100788 100788 DEPARTMENTAL SERVICES REVENUE 611710 175808 175808 1813274 1813274 44273234 1793997 1793997 0 0 11315 11315 0 11315 11315 23938160 21329041 2609119 2609119 2609119 37866 52550 32785 5081 5081 0 0 0 146850 80463 66387 66387 0 65505101 44339621 4419512 0 20079736 20079736 0 0 1032774 611479 239942 181353 0 12462263 10386875 1711858 363530 77886 65424 10904 1558 3430182 2770153 478752 181277 938588 788414 131402 18772 4345947 3482963 793442 69542 33008 33008 201721 201721 0 0 103939 103939 0 249545 219250 28342 1953 3636971 2222403 1266522 148046 718694 145145 566749 6800 0 2817587 1934627 882495 465 167071 151306 12651 3114 0 254313 231148 18697 4468 14981 10531 4005 445 0 2642973 1754169 799924 88880 392043 103 391940 MISCELLANEOUS 795657 795657 DUES & SUBSCRIPTIONS 231694 66870 163051 1773 LICENSES & FEES 155497 60520 85801 9176 54783070 45776773 7925145 1081152 6400 6400 18807396 12484129 2413021 2013029 1378792 2197105 0 0 0 0 1431764 1189894 62557 44729 1096034 1089387 128986206 52021440 71613780 76964766 46998167 72175073 0 0 0 0 0 0 4640614 5621561 148448525 173786073 6075091 5582139 0 0 4818470 4175154 20130787 28628033 0 0 0 0 10863 0 0 0 4036712 1302618 35071923 39687944 X 51366153 53884605 62010449 80213524 113376602 134098129 148448525 173786073 X 10722031 9835382 164114 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38715 X X X false 51414434 1544088 12408538 1245135 1444996 62676929 51987303 793973 944272 1184595 1126519 51414434 52245539 809221 1145975 1180182 1033250 51987303 48936849 2093577 3855367 1136672 1503582 52245539 44837827 1140897 5622582 1017180 1647277 48936849 0.87000 0.13000 false false 2344575 2344575 102756143 40429609 62326534 23885488 11591831 12293657 76964766 0 DEPOSITS AND FUNDS HELD 438274 ADVANCES FOR FEDERAL LOANS 864344 1302618 55164944 9835382 113248 9948630 45216314 103939 20184848 20288787 65505101 34712643 113248 113248 34599395 103939 20079736 20183675 54783070 SCHEDULE D, PART III, LINE 4 HEIDELBERG UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE TIFFIN COMMUNITY. SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 425 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT INSTRUCTION, ACADEMIC SUPPORT, SCHOLARSHIPS, FACILITIES, AND OTHER ACTIVITIES OF THE ORGANIZATION. ASC 740 FOOTNOTE Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. PART XI & Xii, LINE 2D SPECIAL EVENTS EXPENSE $ 32,785 COST OF GOODS SOLD $ 80,463 TOTAL $ 113,248 PART XI, LINE 4B CHANGE IN VALUE OF SPLIT INTEREST $ 105,112 STUDENT AID $20,079,736 TOTAL $20,184,848 PART XII, LINE 4B STUDENT AID $20,079,736 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS AFFIRMATIVE ACTION STATEMENT IN COLLEGE PUBLICATIONS AND SOLICITATIONS. SCHEDULE E, PART I, LINE 6A HEIDELBERG UNIVERSITY RECEIVES FINANCIAL AID AND GOVERNMENT GRANTS, SUCH AS THE PELL GRANT, DIRECT LOAN, PARENT LOAN FOR UNDERGRADUATE STUDENTS, AND PERKINS LOAN. true EUROPE 1 2 PROGRAM SERVICES RECRUITING PROGRAM 103080 1 2 1 2 103080 103080 false false false false false false SCHEDULE F, PART I, LINE 2 HEIDELBERG UNIVERSITY PARTICIPATES IN THE AMERICAN JUNIOR YEAR PROGRAM THROUGH WHICH THE UNIVERSITY PARTNERS WITH A SCHOOL IN GERMANY TO RECRUIT STUDENTS. HEIDELBERG RECEIVES TUITION REVENUE FROM STUDENTS RECRUITED THROUGH THIS PROGRAM. GOLF OUTING 90416 52550 37866 16833 9650 6302 0 90416 52550 37866 16833 9650 6302 32785 5081 true SCHOLARSHIPS 821 20079736 SCHEDULE I, PART I, LINE 2 FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID OFFICE AND CREDITED DIRECTLY TO THE STUDENT ACCOUNT. EACH STUDENT APPLIES FOR FINANCIAL AID BY FILLING OUT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE AWARD IS BASED ON THE INFORMATION IN THIS APPLICATION. STUDENTS CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. THERE IS AN AWARD ELIGIBILITY CALCULATOR ON THE HEIDELBERG WEBSITE TO SEE IF YOU QUALIFY. X true true X X X X false true false false false false false false false DR ROBERT HUNTINGTON PRESIDENT 285851 0 0 0 37019 0 71025 0 17667 0 411562 0 PHIL NESS VP INSTITUTIONAL ADVANCEMENT 138604 0 0 0 5407 0 5921 0 12504 0 162436 0 HOA NGUYEN VP ADMINISTRATION AND BUSINESS 162812 0 0 0 0 0 6942 0 16723 0 186477 0 SCHEDULE J, PART I, LINE 1A A CASH HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT ON A MONTHLY BASIS, WHICH IS A TAXABLE BENEFIT REPORTED ON THE W-2. THE PROPERTY IS NOT OWNED BY THE UNIVERSITY NOR IS THERE SUBSTANTIAL BUSINESS USE OF THE PROPERTY. SCHEDULE J, PART I, LINE 4B THE PRESIDENT IS THE SOLE PARTICIPANT IN HEIDELBERG'S 457(F) PLAN. DURING 2020, AMOUNTS DEFERRED UNDER THE PLAN WERE $60,000. A COUNTY OF SENECA OHIO 346401331 2019-06-18 36500000 HEIDELBERG UNIVERSITY PROJECT false false false A 0 0 36500000 0 0 0 537235 0 0 22841403 0 0 true false true true A false false false 0 false false false true A false false false true true true FIFTH THIRD 40. false false false 0 false true A true X 5 440035 FMV false true false FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND AN INDEPENDENT ACCOUNTING FIRM PERFORM A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM EXCLUDING SCHEDULE B IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A QUESTIONNAIRE IS PROVIDED TO TRUSTEES AND KEY EMPLOYEES ANNUALLY. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT OF THE UNIVERSITY AND PRESIDENT OF THE BOARD OF DIRECTORS. ANYONE WITH A CONFLICT WOULD NOT BE ALLOWED TO PARTICIPATE IN BOARD OF TRUSTEE DELIBERATIONS OR DECISIONS REGARDING THE TRANSACTION GIVING RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A SALARIES FOR VICE PRESIDENTS AND ADMINISTRATORS ARE BASED ON COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES SALARY SURVEY DATA, AND PEER AND ASPIRANT SCHOOLS. OHIO ATHLETIC CONFERENCE SCHOOLS ARE ALSO USED AS A BASIS FOR SALARY COMPARISONS. THE PRESIDENT REVIEWS THE DATA AND DETERMINES COMPENSATION ACCORDINGLY. TO DETERMINE THE COMPENSATION FOR THE PRESIDENT, AN OUTSIDE CONSULTANT WAS HIRED FOR THE INITIAL HIRING PROCESS. IN ADDITION, A COMPARABILITY STUDY WAS PERFORMED USING THE DATE PROVIDED BY CUPA. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION AND DETERMINES COMPENSATION ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE WWW.HEIDELBERG.EDU. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. PART XI, LINE 9 CHANGE IN SPLIT INTEREST AGREEMENT -$105,112 CHANGE IN POSTRETIREMENT HEALTH CARE BENEFITS $269,226 TOTAL $164,114