OBERLIN COLLEGE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OBERLIN COLLEGE (EIN 34-0714363)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202141319349303834
- Schema version
- 2019v5.2
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T16:16:02-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 30 S Wacker Drive Ste 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oberlin College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBER | BusinessNameControlTxt |
| Phone | 4407758460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 173 W Lorain St Controllers Offi | AddressLine1Txt |
| City | Oberlin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rebecca Vazquez-Skillings | PersonNm |
| Person Title | VP for Finance & Admin | PersonTitleTxt |
| Phone | 4407758460 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rebecca Vazquez-Skillings | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 N Professor St | AddressLine1Txt |
| City | Oberlin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $361,560,763 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oberlin.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1834 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Oberlin College and Conservatory educate students for lives of intellectual, musical and artistic rigor and breadth, sustained inquiry, creativity and innovation, and leadership. Oberlin aims to prepare graduates with the knowledge, skills, and perspectives essential to confront complex issues and to create change and value in the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 3694 | TotalEmployeeCnt |
| Total Volunteers | 1950 | TotalVolunteersCnt |
| Total Gross UBI | -$544,952 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$60,395 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,083,097 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,912,972 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $198,797,619 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $200,140,422 | CYProgramServiceRevenueAmt |
| PY Investment Income | $65,905,599 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,470,681 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,503 | PYOtherRevenueAmt |
| CY Other Revenue | $7,301 | CYOtherRevenueAmt |
| PY Total Revenue | $287,828,818 | PYTotalRevenueAmt |
| CY Total Revenue | $305,531,376 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $71,424,440 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $75,910,367 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $97,973,211 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $94,887,310 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,722,552 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $90,617,094 | PYOtherExpensesAmt |
| CY Other Expenses | $87,080,932 | CYOtherExpensesAmt |
| PY Total Expenses | $260,014,745 | PYTotalExpensesAmt |
| CY Total Expenses | $257,878,609 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,814,073 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $47,652,767 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,412,767,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,432,118,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $313,613,270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $311,814,485 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,099,154,308 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,120,303,535 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $234,825,778 | ExpenseAmt |
| Grant | $75,910,367 | GrantAmt |
| Revenue | $200,140,422 | RevenueAmt |
| Desc | Oberlin College is a liberal arts institution made up of the College of Arts & Sciences and the Conservatory of Music. The College served 2,837 full-time equivalent undergraduate students, awarding scholarships to 2,434 of them. The average student received $30,636 in financial aid. The College is essentially residential. The balance of the student body is housed in private off-campus housing within the City of Oberlin, Ohio. | Desc |
| Total Program Service Expenses | $234,825,778 | 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 | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 832 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3694 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | 0 | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rebecca Vazquez-Skillings | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4407758460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 N Professor St | AddressLine1Txt |
| City | Oberlin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Carmen Twillie Amber | ||||||||||
| President | 40.00 | 0.00 | Yes (X) | Yes (X) | $480,401 | $0 | $162,841 | |||
| Jun Yang | ||||||||||
| Chief Investment Officer | 40.00 | 0.00 | Yes (X) | $383,485 | $0 | $1,846 | ||||
| Timothy E Elgren | ||||||||||
| Dean of Arts & Sciences (Former) | 40.00 | 0.00 | $320,082 | $0 | $36,967 | Yes (X) | ||||
| David Kamitsuka | ||||||||||
| Dean of Arts & Sciences | 40.00 | 0.00 | Yes (X) | $237,377 | $0 | $103,200 | ||||
| Rebecca D Vazquez-Skillings | ||||||||||
| VP for Finance & Administration | 40.00 | 0.00 | Yes (X) | $234,311 | $0 | $47,932 | ||||
| Donica Varner | ||||||||||
| VP, General Counsel & Secretary | 40.00 | 0.00 | Yes (X) | $196,811 | $0 | $52,419 | ||||
| Harry N Hirsch | ||||||||||
| Professor | 40.00 | 0.00 | $207,291 | $0 | $35,260 | Yes (X) | ||||
| William Quillen | ||||||||||
| Interim Dean of Conservatory | 40.00 | 0.00 | Yes (X) | $186,388 | $0 | $50,467 | ||||
| Manuel Carballo | ||||||||||
| VP and Dean of Admin. & Fin. Aid | 40.00 | 0.00 | $179,876 | $0 | $49,829 | Yes (X) | ||||
| John V Duca | ||||||||||
| Professor | 40.00 | 0.00 | $202,774 | $0 | $18,340 | Yes (X) | ||||
| Jeffrey Witmer | ||||||||||
| Professor | 40.00 | 0.00 | $174,539 | $0 | $41,328 | Yes (X) | ||||
| Steven F Wojtal | ||||||||||
| Professor | 40.00 | 0.00 | $165,483 | $0 | $48,298 | Yes (X) | ||||
| Meredith L Raimondo | ||||||||||
| Vice President/Dean of Students | 40.00 | 0.00 | $174,240 | $0 | $38,811 | Yes (X) | ||||
| Benjamin R Hockenhull | ||||||||||
| Chief Information Technology Officer | 40.00 | 0.00 | $181,019 | $0 | $30,437 | Yes (X) | ||||
| Mary Jo Diekman | ||||||||||
| Associate VP for Finance (Former) | 0.00 | 0.00 | $180,350 | $0 | $29,803 | Yes (X) | ||||
| William E Barlow | ||||||||||
| VP of Dev. & Alumni Affairs (Former) | 40.00 | 0.00 | $147,653 | $0 | $27,699 | Yes (X) | ||||
| Rachel Smith Silver | ||||||||||
| Interim VP of Dev. & Alumni Affairs | 40.00 | 0.00 | Yes (X) | $145,220 | $0 | $15,845 | ||||
| Heidi Pycraft | ||||||||||
| Controller | 40.00 | 0.00 | Yes (X) | $115,202 | $0 | $36,922 | ||||
| Clayton R Koppes | ||||||||||
| Interim President (Former) | 40.00 | 0.00 | $114,156 | $0 | $26,142 | Yes (X) | ||||
| Nicole Addington | ||||||||||
| Associate VP for Finance | 40.00 | 0.00 | Yes (X) | $43,037 | $0 | $186 | ||||
| Aliyah Abu-Hazeem | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charles S Birenbaum | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robin Black | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard T Brandt | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Cabral | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| T Christopher Canavan | ||||||||||
| Trustee/Chair | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Amy Chen | ||||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Motoko T Deane | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steve J Dolcemaschio | ||||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Francisco X Dominguez | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lillie Johnson Edwards | ||||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ify Ezimora | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Flanigan | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sean P Gavin | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jacob A Gayle | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frederick Haas | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Edward P Helms | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Charlene Drew Jarvis | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael E Kamarck | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eric R Katzman | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lee Koonce | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Krischer | ||||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Hozefa Lokhandwala | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Chesley Maddox-Dorsey | ||||||||||
| Trustee | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Minsok Pak | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Molly Raphael | ||||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patricia Shanks | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Shipley | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Leanne Wagner | ||||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa Waller | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jay Whitacre | ||||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Georgia Yuan | ||||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anne Chege | ||||||||||
| Trustee (Until 9/28/19) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,069,695 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $854,572 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 154 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Bon Appetit Management Co | |||||
| 100 Hamilton Ave Suite 300 | Palo Alto | CA | 94301 | Food Services | $5,875,390 |
| Taft Stettinius Hollister LLP | |||||
| 1200 Public Sq Suite 3500 | Cleveland | OH | 44114 | Attorney | $2,438,531 |
| Charles Schulz Building Co Inc | |||||
| 4519 Brookpark Rd | Parma | OH | 44134 | Construction | $2,313,511 |
| Wickens Herzer Panza Cook & Batista Co | |||||
| 35765 Chester Rd | Avon | OH | 44011 | Attorney | $1,403,286 |
| Industrial First Inc | |||||
| 25840 Miles Rd | Bedford | OH | 44146 | Roof Contractor | $1,327,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 43 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,848,468 | GovernmentGrantsAmt |
| All Other Contributions | $36,064,504 | AllOtherContributionsAmt |
| Noncash Contributions | $2,367,306 | NoncashContributionsAmt |
| Total Contributions | $38,912,972 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Tuition and Fees | 900099 | $161,893,919 | $161,893,919 | |
| Residential & Dining Services | 900099 | $31,523,421 | $31,523,421 | |
| Educational Activities | 900099 | $5,827,330 | $5,827,330 | |
| Auxiliary Services | 900099 | $481,468 | $481,468 | |
| Summer Conference Program | 900099 | $408,705 | $408,705 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,579 | TotalRevenueColumnAmt |
| Exclusion | $5,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $200,140,422 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,045,107 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$544,952 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,590,059 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,520 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,219 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,301 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,301 | TotalRevenueColumnAmt |
| Exclusion | $7,301 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,428,742 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,003,168 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,425,574 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,425,574 | TotalRevenueColumnAmt |
| Exclusion | $63,425,574 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305,531,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $199,653,375 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$544,952 | UnrelatedBusinessRevenueAmt |
| Exclusion | $67,509,981 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,034 | TotalAmt |
| Program Services | $123,034 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,063,864 | TotalAmt |
| Program Services | $73,063,864 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,723,469 | TotalAmt |
| Program Services | $2,723,469 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,432,531 | TotalAmt |
| Program Services | $1,040,672 | ProgramServicesAmt |
| Management And General | $2,090,525 | ManagementAndGeneralAmt |
| Fundraising | $301,334 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,308,043 | TotalAmt |
| Program Services | $60,362,721 | ProgramServicesAmt |
| Management And General | $2,264,145 | ManagementAndGeneralAmt |
| Fundraising | $2,681,177 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,200,693 | TotalAmt |
| Program Services | $5,705,871 | ProgramServicesAmt |
| Management And General | $254,621 | ManagementAndGeneralAmt |
| Fundraising | $240,201 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,760,775 | TotalAmt |
| Program Services | $13,161,398 | ProgramServicesAmt |
| Management And General | $874,777 | ManagementAndGeneralAmt |
| Fundraising | $724,600 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,185,268 | TotalAmt |
| Program Services | $4,769,455 | ProgramServicesAmt |
| Management And General | $224,287 | ManagementAndGeneralAmt |
| Fundraising | $191,526 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,953,164 | TotalAmt |
| Management And General | $1,953,164 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,369 | TotalAmt |
| Management And General | $169,369 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,821,008 | TotalAmt |
| Management And General | $1,821,008 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,287,894 | TotalAmt |
| Program Services | $8,725,624 | ProgramServicesAmt |
| Management And General | $351,938 | ManagementAndGeneralAmt |
| Fundraising | $210,332 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,759 | TotalAmt |
| Program Services | $1,801,759 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,740,247 | TotalAmt |
| Program Services | $14,740,247 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,234,454 | TotalAmt |
| Program Services | $1,701,243 | ProgramServicesAmt |
| Management And General | $326,958 | ManagementAndGeneralAmt |
| Fundraising | $206,253 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,879,621 | TotalAmt |
| Program Services | $7,879,621 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,212,490 | TotalAmt |
| Program Services | $22,212,490 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Facilities Expense | $4,024,906 | $1,575,624 | $1,713,760 | $735,522 |
| Study Away Porgrams | $3,940,577 | $3,940,577 | ||
| Instruction Expense | $2,828,483 | $2,828,483 | ||
| Annuity & RLIF Payments | $2,006,947 | $2,006,947 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,180,013 | TotalAmt |
| Program Services | $8,469,626 | ProgramServicesAmt |
| Management And General | $3,278,780 | ManagementAndGeneralAmt |
| Fundraising | $431,607 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,878,609 | TotalAmt |
| Program Services | $234,825,778 | ProgramServicesAmt |
| Management And General | $17,330,279 | ManagementAndGeneralAmt |
| Fundraising | $5,722,552 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,161,109 | BOYAmt |
| EOY | $8,819,692 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,974,598 | BOYAmt |
| EOY | $106,023,321 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,826,782 | BOYAmt |
| EOY | $16,469,837 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,708,554 | BOYAmt |
| EOY | $4,989,432 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,048,676 | BOYAmt |
| EOY | $13,872,170 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,157 | BOYAmt |
| EOY | $274,910 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,772,547 | BOYAmt |
| EOY | $1,886,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $790,133,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $433,928,193 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,026,407 | BOYAmt |
| EOY | $356,205,802 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,987,817 | BOYAmt |
| EOY | $557,703,777 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,221,777 | BOYAmt |
| EOY | $357,919,426 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,774,154 | BOYAmt |
| EOY | $7,953,328 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,767,578 | BOYAmt |
| EOY | $1,432,118,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,837,482 | BOYAmt |
| EOY | $98,351,822 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,059 | BOYAmt |
| EOY | $70,476 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,032,961 | BOYAmt |
| EOY | $87,403,648 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,387,933 | BOYAmt |
| EOY | $14,859,607 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,020,000 | BOYAmt |
| EOY | $96,699,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,874,835 | BOYAmt |
| EOY | $14,429,832 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,613,270 | BOYAmt |
| EOY | $311,814,485 | 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 | $226,721,752 | BOYAmt |
| EOY | $208,394,693 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,432,556 | BOYAmt |
| EOY | $911,908,842 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,154,308 | BOYAmt |
| EOY | $1,120,303,535 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,767,578 | BOYAmt |
| EOY | $1,432,118,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $47,652,767 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,429,084 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,074,456 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $39,365,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,750,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,752,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,083,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,912,972 | CurrentTaxYearAmt |
| Total | $149,864,440 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,365,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,750,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,752,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,083,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,912,972 | CurrentTaxYearAmt |
| Total | $149,864,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,202,422 | SubstantialContributorsTotAmt |
| Public Support Total170 | $146,662,018 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,854,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,688,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,297,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,333,624 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,623,579 | CurrentTaxYearAmt |
| Total | $16,797,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $166,661,658 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $974,057,028 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $25,150 | RevenuesIncludedAmt |
| Assets Included | $7,308,113 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| 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 | $924,604,230 | BeginningYearBalanceAmt |
| Contributions | $9,001,895 | ContributionsAmt |
| Investment Earnings Or Losses | $43,567,725 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,181,881 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,205,834 | OtherExpendituresAmt |
| Administrative Expenses | $209,351 | AdministrativeExpensesAmt |
| End Year Balance | $936,576,784 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $886,966,355 | BeginningYearBalanceAmt |
| Contributions | $18,829,532 | ContributionsAmt |
| Investment Earnings Or Losses | $59,032,360 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,663,904 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,429,001 | OtherExpendituresAmt |
| Administrative Expenses | $131,112 | AdministrativeExpensesAmt |
| End Year Balance | $924,604,230 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $819,945,114 | BeginningYearBalanceAmt |
| Contributions | $13,001,409 | ContributionsAmt |
| Investment Earnings Or Losses | $98,147,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,844,320 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,018,740 | OtherExpendituresAmt |
| Administrative Expenses | $264,339 | AdministrativeExpensesAmt |
| End Year Balance | $886,966,355 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $753,148,709 | BeginningYearBalanceAmt |
| Contributions | $10,382,089 | ContributionsAmt |
| Investment Earnings Or Losses | $97,725,520 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,973,623 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,761,737 | OtherExpendituresAmt |
| Administrative Expenses | $575,844 | AdministrativeExpensesAmt |
| End Year Balance | $819,945,114 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $814,003,228 | BeginningYearBalanceAmt |
| Contributions | $14,676,874 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,665,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,928,644 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,937,474 | OtherExpendituresAmt |
| End Year Balance | $753,148,709 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.51630 | 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 | $8,127,703 | OtherCostOrOtherBasisAmt |
| Book Value | $8,127,703 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $503,219,874 | OtherCostOrOtherBasisAmt |
| Depreciation | $249,006,026 | DepreciationAmt |
| Book Value | $254,213,848 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,689,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,922,167 | DepreciationAmt |
| Book Value | $49,767,560 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $44,096,691 | InvestmentCostOrOtherBasisAmt |
| Book Value | $44,096,691 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $356,205,802 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Funds Held in trust by Others | $17,883,502 | F |
| Natural Resources Investments | $14,219,555 | F |
| Venture Capital and Other Alternative Investments | $325,816,369 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $357,919,426 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity Obligation | Desc |
| Amt | $14,429,832 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,429,832 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $200,461,427 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$20,429,084 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,403,609 | OtherRevenueAmt |
| Revenue Not Reported | -$17,025,475 | RevenueNotReportedAmt |
| Revenue Subtotal | $217,486,902 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,821,008 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $86,223,466 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $88,044,474 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $305,531,376 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $181,384,788 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,835,032 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,835,032 | ExpensesNotReportedAmt |
| Expenses Subtotal | $178,549,756 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,821,008 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $77,507,845 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $79,328,853 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $257,878,609 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The college has elected not to capitalize contributed collections. All works of art and collections are held for public exhibition, education or research; are protected, kept unencumbered, cared for, and preserved; and are subject to policies governing their use. Recognizing works of art as an asset of the Institution would result in a material increase in property, plant and equipment and a corresponding increase in net assets in the statements of financial position |
| Part III, Line 4: | The Allen Memorial Art Museum (AMAM) is one of the finest college or university collections in the United States. Comprising nearly 14,000 works of art from virtually every culture and spanning the history of art, the AMAM's collection is a vital cultural resource for the students, faculty, and staff of Oberlin College as well as the surrounding community. The Museum organizes a variety of public programs in connection with exhibitions for Oberlin College and the local community. The Museum offers educational resources for Oberlin College faculty and students as well as other colleges and universities, K-12 teachers, children, and families. |
| Part IV, Line 2b: | In addition to funds from student organizations, the College maintains agency funds for various purposes including fellowships funded by outside foundations. |
| Part V, Line 4: | Oberlin College's endowment spending policy is set by the College's Board of Trustees. The Board of Trustees takes great care in developing the broad objectives and specific spending methodology, giving consideration to a number of factors, including preservation of the College's endowment for perpetuity, economic conditions and the possible impact of inflation and deflation, the College's historical total return on endowment, the expected total returns and the related investment policies and targeted allocations to achieve the expected returns, and the other financial resources of the College. The broad objectives of the endowment spending policy are to increase the real value of the endowment, to provide a dependable stream of current earnings distribution from the endowment pool to the College, to release earnings at a rate sustainable over the long term, and to seek to provide predictability and stability of endowment spending essential for long-range planning. |
| Part X, Line 2: | The College is exempt from Federal income taxes under Internal Revenue Code Section 501(c)(3). The College generates minor amounts of unrelated business income, annually files Form 990-T and pays taxes on such income. The College recognizes 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 College, the continued tax-exempt status of bonds issued by the College and various positions related to potential sources of unrelated taxable income. The College believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. As of June 30, 2020, the College's income tax years from 2016 and thereafter remain subject to examination by the Internal Revenue Service, as well as various state and local taxing authorities. |
| Part XI, Line 2d - Other Adjustments: | Revenue of Affiliates that was included in consolidated AFS 2,932,387. Rental Expenses netted with Rental Revenue 26,219. Change in Annuity Obligation 445,003. |
| Part XI, Line 4b - Other Adjustments: | Change in Interest Rate Swap liability 8,715,621. Student Financial aid, which was shown as a reduction of tuition revenue in Consolidated AFS but as an expense in Part IX of Form 990 75,766,333. Redesignated Funds 1,741,512. |
| Part XII, Line 2d - Other Adjustments: | Expenses of Affiliates that was included in consolidated AFS 5,004,975. Rental Expenses Netted with Rental Revenue 26,219. Post-Retirement Benefit Obligation Adjustment -2,092,544. Non-recurring Bond Defeasance Charge -103,618. |
| Part XII, Line 4b - Other Adjustments: | Student Financial aid, which was shown as a reduction of tuition revenue in 75,766,333. Consolidated AFS but as an expense in Part IX of Form 990 Redesignated funds 1,741,512. |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The College publicizes its racially nondiscriminatory policy through newspaper advertising, the College course catalog, the student regulations, policies and procedures publication, and employee handbooks. The College follows a voluntary affirmative action plan. |
| Schedule E, Part I, Line 6 | Oberlin College participates in various student financial aid programs from the U.S. Department of Education, including the following programs: PELL Grants, Supplemental Educational Opportunity Grants, Perkins Loans, and College Work-Study programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | INVESTMENTS | $292,721,869 | |
| Europe (Including Iceland & Greenland) | 0 | 0 | INVESTMETNTS | $33,398,867 | |
| North America | 0 | 0 | INVESTMENTS | $1,980,547 | |
| Central America and the Caribbean | 0 | 0 | PROGRAM SERVICES | $54,886 | STUDY ABROAD PROGRAMS |
| East Asia and the Pacific | 0 | 0 | PROGRAM SERVICES | $746,324 | STUDY ABROAD PROGRAMS |
| Europe (Including Iceland & Greenland) | 2 | 0 | PROGRAM SERVICES | $2,551,655 | STUDY ABROAD PROGRAMS |
| Middle East and North Africa | 0 | 0 | PROGRAM SERVICES | $37,669 | STUDY ABROAD PROGRAMS |
| North America | 0 | 0 | PROGRAM SERVICES | $257,609 | STUDY ABROAD PROGRAMS |
| Russia and Neighboring States | 0 | 0 | PROGRAM SERVICES | $130,103 | STUDY ABROAD PROGRAMS |
| South America | 0 | 0 | PROGRAM SERVICES | $255,130 | STUDY ABROAD PROGRAMS |
| South Asia | 0 | 0 | PROGRAM SERVICES | $34,710 | STUDY ABROAD PROGRAMS |
| Sub-Saharan Africa | 0 | 0 | PROGRAM SERVICES | $77,738 | STUDY ABROAD PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $331,749,426 | SubtotalSpentAmt |
| Continuation Spent | $497,681 | ContinuationSpentAmt |
| Total Spent | $332,247,107 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 3 | $76,997 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 29 | $450,633 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu | 136 | $1,952,605 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 1 | $5,000 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | North America - Canada and Mexico, but not the United States | 2 | $24,500 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Russia and Neighboring States - Armenia, Azerbijan, Belarus, | 4 | $40,114 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, | 10 | $87,642 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 5 | $70,978 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | South Asia | 2 | $15,000 | CREDIT TO ACCOUNT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The College ensures that its grants are used for educational purposes by applying the financial aid awards directly to the students' accounts for those students that study abroad in the College's London and Italy programs. |
| Part III Accounting Method: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| City of Oberlin Fire Department | |||||||
| 85 South Main Street | Oberlin | OH | 44074 | 346002073 | State of Ohio | $31,000 | Payment 3 of 7 towards fire truck |
| Oberlin Community Services Center | |||||||
| 285 South Professor Street | Oberlin | OH | 44074 | 340907948 | 501c3 | $19,960 | Green EDGE Fund Grant |
| Oberlin Early Childhood Center | |||||||
| 317 East College Street | Oberlin | OH | 44074 | 237313925 | 501c3 | $38,000 | General Grant |
| Providing Oberlin with Efficiency Responsibly Inc | |||||||
| 81 Locust St | Oberlin | OH | 44074 | 272327255 | 501c3 | $20,000 | Green EDGE Fund Grant |
| Western Reserve Land Conservancy | |||||||
| 3850 Chagrin River Road | Mooreland Hills | OH | 44022 | 341571233 | 501c3 | $14,074 | Green EDGE Fund Grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 2684 | $73,042,864 |
| LaunchU Entrepreneurial Grants | 6 | $21,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The College ensures that its grants of student financial aid are used for the intended educational purpose by applying the awards directly to the students' tuition balances instead of issuing checks. The College also makes entrepreneurial and environmental grants through its Launch U Program and Green EDGE Fund. Potential grantees submit applications for the grants, and after a rigorous review process, grants are awarded. Grantees are required to submit reports which indicate how the grant funds were spent. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carmen Twillie Amber | ||||||||||||||
| President | $479,055 | $0 | $0 | $0 | $1,346 | $0 | $123,401 | $0 | $39,440 | $0 | $643,242 | $0 | $0 | $0 |
| Jun Yang | ||||||||||||||
| Chief Investment Officer | $301,368 | $0 | $81,875 | $0 | $242 | $0 | $0 | $0 | $1,846 | $0 | $385,331 | $0 | $0 | $0 |
| Timothy E Elgren | ||||||||||||||
| Dean of Arts & Sciences (Former) | $108,708 | $0 | $0 | $0 | $211,374 | $0 | $13,289 | $0 | $23,678 | $0 | $357,049 | $0 | $0 | $0 |
| David Kamitsuka | ||||||||||||||
| Dean of Arts & Sciences | $236,603 | $0 | $0 | $0 | $774 | $0 | $23,796 | $0 | $79,404 | $0 | $340,577 | $0 | $0 | $0 |
| Rebecca D Vazquez-Skillings | ||||||||||||||
| VP for Finance & Administration | $234,041 | $0 | $0 | $0 | $270 | $0 | $11,985 | $0 | $35,947 | $0 | $282,243 | $0 | $0 | $0 |
| Donica Varner | ||||||||||||||
| VP, General Counsel & Secretary | $196,397 | $0 | $0 | $0 | $414 | $0 | $18,634 | $0 | $33,785 | $0 | $249,230 | $0 | $0 | $0 |
| Harry N Hirsch | ||||||||||||||
| Professor | $205,005 | $0 | $0 | $0 | $2,286 | $0 | $20,913 | $0 | $14,347 | $0 | $242,551 | $0 | $0 | $0 |
| William Quillen | ||||||||||||||
| Interim Dean of Conservatory | $186,208 | $0 | $0 | $0 | $180 | $0 | $16,160 | $0 | $34,307 | $0 | $236,855 | $0 | $0 | $0 |
| Manuel Carballo | ||||||||||||||
| VP and Dean of Admin. & Fin. Aid | $179,707 | $0 | $0 | $0 | $169 | $0 | $15,352 | $0 | $34,477 | $0 | $229,705 | $0 | $0 | $0 |
| John V Duca | ||||||||||||||
| Professor | $202,000 | $0 | $0 | $0 | $774 | $0 | $17,501 | $0 | $839 | $0 | $221,114 | $0 | $0 | $0 |
| Jeffrey Witmer | ||||||||||||||
| Professor | $173,501 | $0 | $0 | $0 | $1,038 | $0 | $18,507 | $0 | $22,821 | $0 | $215,867 | $0 | $0 | $0 |
| Steven F Wojtal | ||||||||||||||
| Professor | $163,643 | $0 | $0 | $0 | $1,840 | $0 | $17,713 | $0 | $30,585 | $0 | $213,781 | $0 | $0 | $0 |
| Meredith L Raimondo | ||||||||||||||
| Vice President/Dean of Students | $173,884 | $0 | $0 | $0 | $356 | $0 | $16,502 | $0 | $22,309 | $0 | $213,051 | $0 | $0 | $0 |
| Benjamin R Hockenhull | ||||||||||||||
| Chief Information Technology Officer | $180,774 | $0 | $0 | $0 | $245 | $0 | $16,947 | $0 | $13,490 | $0 | $211,456 | $0 | $0 | $0 |
| Mary Jo Diekman | ||||||||||||||
| Associate VP for Finance (Former) | $93,815 | $0 | $0 | $0 | $86,535 | $0 | $11,466 | $0 | $18,337 | $0 | $210,153 | $0 | $0 | $0 |
| William E Barlow | ||||||||||||||
| VP of Dev. & Alumni Affairs (Former) | $124,942 | $0 | $0 | $0 | $22,711 | $0 | $14,454 | $0 | $13,245 | $0 | $175,352 | $0 | $0 | $0 |
| Rachel Smith Silver | ||||||||||||||
| Interim VP of Dev. & Alumni Affairs | $144,978 | $0 | $0 | $0 | $242 | $0 | $0 | $0 | $15,845 | $0 | $161,065 | $0 | $0 | $0 |
| Heidi Pycraft | ||||||||||||||
| Controller | $114,827 | $0 | $0 | $0 | $375 | $0 | $13,853 | $0 | $23,069 | $0 | $152,124 | $0 | $0 | $0 |
| Clayton R Koppes | ||||||||||||||
| Interim President (Former) | $112,178 | $0 | $0 | $0 | $1,978 | $0 | $13,261 | $0 | $12,881 | $0 | $140,298 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The College requires its President to live on-campus and has provided suitable housing. The President's home is used substantially for College business including meetings with staff and students, meetings with alumni and donors, and other College-related matters. The College does not treat the value of the housing provided as taxable compensation to the president. |
| Part I, Line 4a | The following individuals received severance payment during calendar year 2019: Mary Jo Diekman - $70,850 Timothy E. Elgren - $191,127 |
| Part I, Line 7 | The following individual received non-fixed payments recorded on Part II, Column B(ii). Jun Yang: Bonus/Incentive Compensation based on performance of the endowment of $81,875. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Ohio Higher Educational Facility Commission | ||||||||
| A | 346849674 | 67756DBZ8 | 2013-09-12 | $55,692,997 | See Part VI | 0 | 0 | 0 |
| Ohio Higher Educational Facility Commission | ||||||||
| B | 346849674 | 67756DNB8 | 2017-04-12 | $43,220,316 | See Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $55,699,572 | $40,106,763 | $419,058 | $15,173,751 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $43,600,574 | $17,424,343 | $201,340 | $25,974,891 | 2020 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (f) - Description of Purpose | FormAndLineReferenceDesc |
| Explanation | Row A - Educational Facilities; includes refunding of Series 2003 (8-26-2003). Row B - Educational Facilities; includes partial advance refunding of Series 2009 (10-1-2009) and new money. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost / Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 113 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,318,081 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Musical Instruments | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,075 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost/Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 15 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Using a combination of the two methods above |
| Part I, Line 32b: | Use of third parties - The college utilizes a securities broker to sell donated securities. The fees charged by the broker are at or below fair market value. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part 1, LIne 6, Number of Volunteers | The Alumni Association would not be able to support such a wide range of programs and activities without the dedication and commitment of many alumni. We value the contributions of alumni and encourage them to find a volunteer activity of interest. We offer many ways for alumni to stay engaged and to support the college and our students. Volunteers can: -Get involved with a regional or international club. -Recruit new students for Oberlin as an Alumni Admissions Recruiter. -Attend an admissions fair or host an admissions gathering. -Become an alumni advisor on our online networking platform, Wisr. -Encourage others to make a difference through fundraising as a Class Ambassador. -Volunteer for an affinity or chartered group. -Serve on the Alumni Leadership Council or a working committee. -Serve on a reunion planning committee. -Offer summer and Winter Term internships. -Serve as a social media ambassador. -Host a student intern in their home. -Host an event in their home or office. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | Oberlin College and Conservatory educate students for lives of intellectual, musical and artistic rigor and breadth, sustained inquiry, creativity and innovation, and leadership. Oberlin aims to prepare graduates with the knowledge, skills, and perspectives essential to confront complex issues and to create change and value in the world. Oberlin is committed to educational access and opportunity, embraces a diverse and inclusive residential learning environment defined by a free and respectful exchange of ideas, and shares an enduring commitment to a sustainable and just society. Core values derived from our mission include: - Educational Excellence: The College of Arts and Sciences and Conservatory of Music are committed to educating students to achieve academic and musical excellence in an environment where equity, diversity, and inclusion are a central mode for achieving such excellence. An Oberlin education prepares students for successful lives, careers, and leadership by enabling them to see and develop meaningful connections and integration with all aspects of their Oberlin experience, and with the wider world. The Oberlin Conservatory provides professional education at the highest level, enabling students to reach their greatest potential both as musicians and individuals, and to attain skills and perspectives not only in music, but in other disciplines that will prepare them to become leaders. - Diversity and Community: A diverse residential community is critical to fostering the spectrum of perspectives, interactions, and approaches upon which the most effective teaching and learning depend. - Stewardship: Oberlin seeks life-long engagement with and wise stewardship of the institution by students, parents, faculty, staff, and alumni. - Sustainability: Oberlin remains committed to leadership in environmental sustainability and education. |
| Form 990, Part VI, Section B, line 11b | The Board of Trustees delegated the task of reviewing Form 990 to the Audit Committee, pursuant to the college's by-laws and approved via a vote of the entire board. An electronic draft copy of the Form 990 was provided to the audit committee in advance of its meeting on April 15, 2021 for review. Following the review with the outside public accounting firm, the audit committee approved Form 990. Because of Schedule B's private and confidential nature, the College has distributed Form 990 to the full Board of Trustees with the exception of donor information on Schedule B. As such, we are required to answer "no" to the question on Line 11a even though a copy of Form 990 (with redacted donor information on Schedule B) was provided to the Trustees before filing. |
| Form 990, Part VI, Section B, line 12c | All officers, trustees, directors, and key employees are required to disclose at least annually, and within thirty days after a material change, any relationships, positions, or circumstances that they believe could contribute to a conflict of interest, via a disclosure form that is circulated, along with the College's Conflict of Interest Policy, to all such individuals. The General Counsel and Secretary of the College reviews and analyzes any conflicts and maintains copies of disclosure statements. Violations of the conflict of interest policy are communicated to the Chair of the Audit Committee and the Controller of the College, investigated by the College, and promptly corrected, including, where applicable, disciplinary action, up to the individual's removal from his or her position. |
| Form 990, Part VI, Section B, line 15 | Pursuant to the College's by-laws, approved via a vote of the full Board, the compensation arrangements for the President and select officers and key employees are approved in advance through the following process. The Compensation Subcommittee of the Board's Executive Committee organizes and conducts the review of the President as the College's Chief Executive Officer, and makes recommendations to the Executive Committee and the Board concerning the compensation of the President and select officers and key employees. The Compensation Subcommittee consists of Trustees without a conflict of interest with respect to the compensation arrangement. In formulating its recommendations, the Compensation Subcommittee obtains and relies upon comparability data regarding the compensation of the President and select officers and key employees at similarly situated private colleges and universities. The subcommittee presents to the Executive Committee its written report and recommendations. The Executive Committee may approve the subcommittee's report and recommendations or act otherwise, and the Executive Committee's action is then presented to the full Board in executive session for ratification. A written report of the approved compensation determination and the basis for that determination is subsequently filed and preserved with the College's General Counsel and Secretary. |
| Form 990, Part VI, Section C, line 19 | The College makes its governing documents available to the public upon request. Its audited financial statements are posted on its website. The College does not make its conflict policy available to the public. |
| Form 990, Part XI, line 9: | Change in Interest Rate Swap Liability -8,715,621. Post-Retirement Benefit Obligation Adjustment 2,092,544. Non-recurring bond defeasance charge 103,618. Change in Annuity Obligation 445,003. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| College Properties of Oberlin Inc | |||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 341658407 | Property Holding | OH | 501(c)(3) | Line 12a, I | Oberlin College | Yes (1) | |
| College Properties of Southwest Florida | |||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 341568219 | Property Holding | OH | 501(c)(3) | Line 12a, I | Oberlin College | Yes (1) | |
| College Properties of Northern Ohio Inc | |||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 340960554 | Property Holding | OH | 501(c)(3) | Line 12a, I | Oberlin College | Yes (1) | |
| Oberlin Shansi Memorial Association | |||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 340768350 | Educational | OH | 501(c)(3) | Line 12c, III-FI | 0 | N/A | |
| Oberlin College Broadcasting Inc | |||||||||||
| 70 N Professor St | Oberlin | OH | 44074 | 263344852 | Broadcasting Education | OH | 501(c)(3) | Line 12a, I | Oberlin College | Yes (1) | |
| The Five Colleges of Ohio | |||||||||||
| 209 Chase Avenue Eaton Center | Gambier | OH | 43022 | 311440434 | Educational Consortium | OH | 501(c)(3) | Line 12a, I | 0 | N/A | |
| Great Lakes Colleges Association | |||||||||||
| 535 West William | Ann Arbor | MI | 48103 | 381678376 | Educational Consortium | MI | 501(c)(3) | Line 12a, I | 0 | N/A | |
| Associated Kyoto Program | |||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 042996114 | Study Abroad Program | MA | 501(c)(3) | Line 12c, III-FI | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| Charitable Remainder Trusts (33) | |||||||
| 173 W Lorain Street | Oberlin | OH | 44074 | Charitable Trust | OH | T | 0 |
| Charitable Remainder Trusts (1) | |||||||
| 173 W Lorain Street | Oberlin | OH | 44074 | Charitable Trust | NY | T | 0 |
| Charitable Remainder Trusts (1) | |||||||
| 173 W Lorain Street | Oberlin | OH | 44074 | Charitable Trust | WA | T | 0 |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | 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 | College Properties of Northern Ohio | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $22,809,286 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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