EARLHAM COLLEGE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EARLHAM COLLEGE (EIN 35-0868073)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-15
- IRS object ID
- 202011369349301941
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T12:35:31-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Avenue Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EARL | BusinessNameControlTxt |
| Phone | 7659831200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacy L Davidson | PersonNm |
| Person Title | VP Finance & Administration | PersonTitleTxt |
| Phone | 7659831200 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ted R Batson Jr | PreparerPersonNm |
| PTIN | P00721951 | PTIN |
| Phone | 3178852620 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 139.146.132.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 13:35:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FEBBA0B1DE72EE09ACCEEF0F6540888D17AFFF4F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 574091C1C6FDC49357A88AC389DBBD2FF54263D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anne Houtman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,816,373 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.earlham.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1881 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | An intellectually challenging, globally engaged, and socially concerned liberal arts college. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1352 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,107,711 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,571,473 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,179,741 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,743,804 | CYProgramServiceRevenueAmt |
| PY Investment Income | $362,332 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,106 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $96,649,784 | PYTotalRevenueAmt |
| CY Total Revenue | $87,317,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,487,664 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,337,210 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,083,841 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,202,351 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $73,900 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $69,926 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,939,999 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,887,877 | PYOtherExpensesAmt |
| CY Other Expenses | $32,300,668 | CYOtherExpensesAmt |
| PY Total Expenses | $100,533,282 | PYTotalExpensesAmt |
| CY Total Expenses | $101,910,155 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,883,498 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,592,772 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $389,090,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $367,659,713 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $111,080,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,969,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $278,010,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $262,690,262 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of Earlham College, an independent, residential college, is to provide the highest quality undergraduate education in the liberal arts, including the sciences, shaped by the distinctive perspectives of the Religious Society of Friends (Quakers). The College provides extensive opportunities for students and faculty to learn from each other in a cooperative community, an important aspect of which is collaborative student/faculty research. At Earlham College, education is carried on with a concern for the world in which we live and for improving human society. Therefore, Earlham stresses global education, peaceful resolution of conflict, equality of persons, and high moral standards of personal conduct. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $87,514,439 | ExpenseAmt |
| Grant | $38,021,942 | GrantAmt |
| Revenue | $59,323,699 | RevenueAmt |
| Desc | Earlham College - Providing high quality liberal arts education for approximately 1,000 undergraduates and 50 graduate students. Serving the local community through arts, music, and cultural events open to the public. Students volunteer with many community service organizations. Approximately 2,500 people in the local community are served in this way. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,531,090 | ExpenseAmt |
| Grant | $315,268 | GrantAmt |
| Revenue | $420,105 | RevenueAmt |
| Desc | Earlham School of Religion - Providing seminary training for approximately 100 students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $89,045,529 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1354 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1352 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | AU | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacy L Davidson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7659831200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Deborah Hull | ||||||||||
| Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| David Jones | ||||||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| Tania Deng | ||||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| Avis Stewart | ||||||||||
| Interim President | 50.00 | Yes (X) | Yes (X) | $228,269 | $0 | $25,764 | ||||
| Ellie Bewley | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Gerry Cooper | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| William Dubois | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Robert Graham | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Della Stanley-Green | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Ian Henry | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Fred McClure | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Thomas Roberts | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Steve Mills | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Virginia Mills | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Randall Sadler | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| David Shear part year | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Drew Smith | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| David Stump | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Polly Dawkins part year | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Alan Scantland | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Luvisia Molenje | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Anne Stassen | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| John Turitzin | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Randall Shrock | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Tim Yale | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Catherine Lemann | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Sarah Rebecca Thomas | ||||||||||
| VP for Academic Affairs/Dean Faculty | 50.00 | Yes (X) | $94,649 | $0 | $13,777 | |||||
| Stacy Davidson | ||||||||||
| VP of Finance & Admin. | 50.00 | Yes (X) | $157,796 | $0 | $25,579 | 2.00 | ||||
| Earlhagi Bradley | ||||||||||
| VP of Student Life/Dean Students | 50.00 | Yes (X) | $137,690 | $0 | $18,233 | |||||
| Kristin Champa part year | ||||||||||
| VP for Institutional Advancement | 50.00 | Yes (X) | $134,681 | $0 | $23,186 | |||||
| Matthew Hisrich | ||||||||||
| VP & Dean of ESR | 50.00 | Yes (X) | $55,700 | $0 | $12,081 | |||||
| Kimberly Tanner | ||||||||||
| Sr Assoc VP for Strategic Initiatives | 50.00 | Yes (X) | $133,798 | $0 | $35,056 | |||||
| Priscilla Alicea part year | ||||||||||
| VP of Enrollment Management | 50.00 | Yes (X) | $162,721 | $0 | $20,652 | |||||
| Phillip Morgan | ||||||||||
| Chief Investment Officer | 10.00 | $177,427 | $0 | $32,459 | 40.00 | Yes (X) | ||||
| Stephen Angell | ||||||||||
| Prof. of Quaker Studies | 50.00 | $116,559 | $0 | $19,066 | Yes (X) | |||||
| Bonita Washington-Lacey | ||||||||||
| Assoc. VP for Academic Affairs | 50.00 | $117,941 | $0 | $25,629 | Yes (X) | |||||
| Rajaram Krishnan | ||||||||||
| Prof. of Economics | 50.00 | $115,613 | $0 | $14,252 | Yes (X) | |||||
| James Logan | ||||||||||
| Assoc. Academic Dean/Religion Prof | 50.00 | $110,305 | $0 | $17,787 | Yes (X) | |||||
| B W Hall | ||||||||||
| Professor | 50.00 | $122,411 | $0 | $12,565 | Yes (X) | |||||
| Gregory Mahler | ||||||||||
| VP of Academic Affairs | 50.00 | $156,709 | $0 | $16,258 | Yes (X) | |||||
| Alan Price | ||||||||||
| Former President | 40.00 | $409,500 | $0 | $40,206 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,431,769 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $352,550 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | 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 |
|---|---|---|---|---|---|
| Metz Culinary Management | |||||
| 2 Woodland Drive | Dallas | PA | 18612 | Food Services | $3,020,534 |
| Aramark Services Inc | |||||
| 27310 Network Place | Chicago | IL | 606731273 | Housekeeping | $1,275,413 |
| EAB Inc | |||||
| PO Box 603519 | Charlotte | NC | 282603519 | Education Data Analysis | $361,049 |
| Whisenhunt Construction Inc | |||||
| PO Box 233 | Richmond | IN | 47375 | General Contractor | $357,917 |
| Shiel Sexton Company Inc | |||||
| 902 N Capitol Ave | Indianapolis | IN | 46204 | General Contractor | $280,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $16,945,175 | RelatedOrganizationsAmt |
| Government Grants | $904,547 | GovernmentGrantsAmt |
| All Other Contributions | $9,721,751 | AllOtherContributionsAmt |
| Noncash Contributions | $523,729 | NoncashContributionsAmt |
| Total Contributions | $27,571,473 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 900099 | $48,156,013 | $48,156,013 |
| Auxiliary income | 611710 | $10,410,213 | $10,410,213 |
| Other income | 900003 | $1,177,578 | $1,177,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,743,804 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,564 | TotalRevenueColumnAmt |
| Exclusion | $32,564 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,464,927 | SecuritiesAmt |
| Other | $3,605 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,498,990 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$34,063 | SecuritiesAmt |
| Other | $3,605 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,458 | TotalRevenueColumnAmt |
| Exclusion | -$30,458 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,317,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,743,804 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,106 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,895 | TotalAmt |
| Program Services | $730,895 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,606,315 | TotalAmt |
| Program Services | $37,606,315 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860,289 | TotalAmt |
| Program Services | $389,694 | ProgramServicesAmt |
| Management And General | $1,066,674 | ManagementAndGeneralAmt |
| Fundraising | $403,921 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,204 | TotalAmt |
| Program Services | $96,000 | ProgramServicesAmt |
| Management And General | $313,113 | ManagementAndGeneralAmt |
| Fundraising | $26,091 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,869,189 | TotalAmt |
| Program Services | $16,855,764 | ProgramServicesAmt |
| Management And General | $2,295,999 | ManagementAndGeneralAmt |
| Fundraising | $717,426 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,441 | TotalAmt |
| Program Services | $838,832 | ProgramServicesAmt |
| Management And General | $79,133 | ManagementAndGeneralAmt |
| Fundraising | $23,476 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,737,907 | TotalAmt |
| Program Services | $4,472,174 | ProgramServicesAmt |
| Management And General | $2,041,165 | ManagementAndGeneralAmt |
| Fundraising | $224,568 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,321 | TotalAmt |
| Program Services | $1,174,119 | ProgramServicesAmt |
| Management And General | $136,519 | ManagementAndGeneralAmt |
| Fundraising | $47,683 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,924 | TotalAmt |
| Management And General | $241,924 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,400 | TotalAmt |
| Management And General | $106,400 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,926 | TotalAmt |
| Fundraising | $69,926 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,961 | TotalAmt |
| Management And General | $262,961 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,974,672 | TotalAmt |
| Program Services | $1,779,744 | ProgramServicesAmt |
| Management And General | $1,113,301 | ManagementAndGeneralAmt |
| Fundraising | $81,627 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,657 | TotalAmt |
| Program Services | $42,761 | ProgramServicesAmt |
| Management And General | $227,336 | ManagementAndGeneralAmt |
| Fundraising | $34,560 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,730,941 | TotalAmt |
| Program Services | $2,102,408 | ProgramServicesAmt |
| Management And General | $511,911 | ManagementAndGeneralAmt |
| Fundraising | $116,622 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,424 | TotalAmt |
| Program Services | $642,329 | ProgramServicesAmt |
| Management And General | $177,075 | ManagementAndGeneralAmt |
| Fundraising | $8,020 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,424,119 | TotalAmt |
| Program Services | $3,367,479 | ProgramServicesAmt |
| Management And General | $52,497 | ManagementAndGeneralAmt |
| Fundraising | $4,143 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,949,187 | TotalAmt |
| Program Services | $1,723,020 | ProgramServicesAmt |
| Management And General | $165,438 | ManagementAndGeneralAmt |
| Fundraising | $60,729 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,261 | TotalAmt |
| Program Services | $161,858 | ProgramServicesAmt |
| Management And General | $40,282 | ManagementAndGeneralAmt |
| Fundraising | $6,121 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,656,499 | TotalAmt |
| Program Services | $2,765,895 | ProgramServicesAmt |
| Management And General | $890,604 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,208,253 | TotalAmt |
| Program Services | $6,837,734 | ProgramServicesAmt |
| Management And General | $313,235 | ManagementAndGeneralAmt |
| Fundraising | $57,284 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,780 | TotalAmt |
| Program Services | $179,119 | ProgramServicesAmt |
| Management And General | $274,661 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Meals | $3,508,834 | $3,316,918 | $167,497 | $24,419 |
| Off Campus Programs | $2,759,063 | $2,751,488 | $7,575 | |
| Library Purchases | $395,361 | $395,361 | ||
| Membership | $328,972 | $166,540 | $148,902 | $13,530 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,360 | TotalAmt |
| Program Services | $649,082 | ProgramServicesAmt |
| Management And General | $290,425 | ManagementAndGeneralAmt |
| Fundraising | $19,853 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,910,155 | TotalAmt |
| Program Services | $89,045,529 | ProgramServicesAmt |
| Management And General | $10,924,627 | ManagementAndGeneralAmt |
| Fundraising | $1,939,999 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,812 | BOYAmt |
| EOY | $13,503 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,351,818 | BOYAmt |
| EOY | $9,388,706 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,903 | BOYAmt |
| EOY | $2,367,389 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,441 | BOYAmt |
| EOY | $1,325,884 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,112 | BOYAmt |
| EOY | $238,138 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,319 | BOYAmt |
| EOY | $876,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $227,980,571 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,489,315 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,866,519 | BOYAmt |
| EOY | $138,491,256 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,478,664 | BOYAmt |
| EOY | $7,498,629 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,196,278 | BOYAmt |
| EOY | $2,545,213 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,016,750 | BOYAmt |
| EOY | $204,914,216 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,090,616 | BOYAmt |
| EOY | $367,659,713 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,580,811 | BOYAmt |
| EOY | $4,293,599 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,037 | BOYAmt |
| EOY | $201,037 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,698,932 | BOYAmt |
| EOY | $71,946,988 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,863,515 | BOYAmt |
| EOY | $19,481,038 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,736,236 | BOYAmt |
| EOY | $9,046,789 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,080,531 | BOYAmt |
| EOY | $104,969,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,398,249 | BOYAmt |
| EOY | $58,306,903 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,611,836 | BOYAmt |
| EOY | $204,383,359 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,010,085 | BOYAmt |
| EOY | $262,690,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,090,616 | BOYAmt |
| EOY | $367,659,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$14,592,772 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,561 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$738,612 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $20,059,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,762,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,844,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,107,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,571,473 | CurrentTaxYearAmt |
| Total | $122,346,165 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,059,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,762,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,844,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,107,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,571,473 | CurrentTaxYearAmt |
| Total | $122,346,165 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,722,735 | SubstantialContributorsTotAmt |
| Public Support Total170 | $111,623,430 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,933,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,543,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,589,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,564 | CurrentTaxYearAmt |
| Total | $6,151,659 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $128,497,824 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $281,503,071 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II: | FormAndLineReferenceDesc |
| Explanation | The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and, therefore, qualifies to use the first listed special rule for Schedule B reporting. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $429,201,775 | BeginningYearBalanceAmt |
| Contributions | $730,895 | ContributionsAmt |
| Investment Earnings Or Losses | $18,568,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,991,252 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $664,727 | AdministrativeExpensesAmt |
| End Year Balance | $418,844,928 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $425,494,674 | BeginningYearBalanceAmt |
| Contributions | $1,377,791 | ContributionsAmt |
| Investment Earnings Or Losses | $33,062,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,052,074 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $680,953 | AdministrativeExpensesAmt |
| End Year Balance | $429,201,775 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $384,132,175 | BeginningYearBalanceAmt |
| Contributions | $6,773,209 | ContributionsAmt |
| Investment Earnings Or Losses | $52,334,752 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,132,675 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $612,786 | AdministrativeExpensesAmt |
| End Year Balance | $425,494,675 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $405,520,255 | BeginningYearBalanceAmt |
| Contributions | $3,385,327 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,433,220 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,801,492 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $538,695 | AdministrativeExpensesAmt |
| End Year Balance | $384,132,175 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $404,998,859 | BeginningYearBalanceAmt |
| Contributions | $2,144,070 | ContributionsAmt |
| Investment Earnings Or Losses | $15,069,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,093,616 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $698,274 | AdministrativeExpensesAmt |
| End Year Balance | $405,420,255 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93960 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,720,845 | OtherCostOrOtherBasisAmt |
| Book Value | $2,720,845 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $198,764,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,564,605 | DepreciationAmt |
| Book Value | $132,199,851 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,024,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,924,710 | DepreciationAmt |
| Book Value | $3,099,402 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $471,158 | OtherCostOrOtherBasisAmt |
| Book Value | $471,158 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $138,491,256 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest in charitable trusts | $1,684,190 |
| Due from related organization | $203,230,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $204,914,216 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposits | $714,182 |
| Amounts Held for Others | $1,358,999 |
| Annuities Payable | $2,792,972 |
| Advances for Student Loans | $2,849,118 |
| Capital Lease Obligation | $754,061 |
| Fair Value of Swap Agreement | $577,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,046,789 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Earlham's endowment funds are used to support the educational programs of the College. |
| Form 990, Schedule D, Part V, Lines 2a-2c: | In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 6/30/2019. To date, Schedule D has not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions |
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 nondiscriminatory policy is on the website's homepage. Earlham does not actively solicit students via newspaper or broadcast media. In its catalog and other general written communication available to the general public, it publicizes its racially non-discriminatory policy. Being a Quaker institution, Earlham College has had a long history of nondiscrimination. This fact is well known in the general community it serves. The organization currently enrolls students of racial minority groups in meaningful numbers consistent with the publicity exception found in Rev. Proc. 75-50 section 4.03(2)(b). |
| Schedule E, Part I, Line 6 | Earlham participates in the federal Title IV financial aid program for its students. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Study abroad program | $286,677 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Study abroad program | $429,440 |
| South America | 0 | 0 | Program Services | Study abroad program | $67,197 |
| South Asia | 0 | 0 | Program Services | Study abroad program | $85,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $868,784 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $868,784 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Earlham leads many study abroad programs for its students each year. These programs range in duration from 2 weeks to 6 months long. We track all direct expenses for these programs separately. The expenditures reflected on Line 3 include travel, meals, lodging, cultural events, and salaries for full-time Earlham professors who lead the programs. |
| Part I, line 3: | Expenditures are accounted for using the accrual method of accounting. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marts & Lundy | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wall Street West 5th Floor | AddressLine1Txt |
| City | Lyndhurst | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $7,506,968 | GrossReceiptsAmt |
| Retained By Contractor | $69,926 | RetainedByContractorAmt |
| Net To Organization | $7,437,042 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $7,506,968 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $69,926 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,437,042 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 356014491 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $730,895 | CashGrantAmt |
| Purpose Of Grant | Hold and invest gifts | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and Financial Aid Awards | GrantTypeTxt |
| Recipient | 809 | RecipientCnt |
| Cash Grant | $37,606,315 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The College awards scholarships and financial aid awards. These funds are disbursed by the College's Financial Aid Department in strict adherence to all Federal and state regulations. The funds are applied directly to student accounts, and no cash changes hands. The College also grants money to Earlham Foundation, a related organization, to hold and invest the assets on the College's behalf. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avis Stewart | ||||||||||||||
| Interim President | $222,269 | $0 | $0 | $0 | $6,000 | $0 | $19,304 | $0 | $6,788 | $0 | $254,361 | $0 | $0 | $0 |
| Stacy Davidson | ||||||||||||||
| VP of Finance & Admin. | $157,796 | $0 | $0 | $0 | $0 | $0 | $8,017 | $0 | $17,854 | $0 | $183,667 | $0 | $0 | $0 |
| Earlhagi Bradley | ||||||||||||||
| VP of Student Life/Dean Students | $137,690 | $0 | $0 | $0 | $0 | $0 | $10,222 | $0 | $8,340 | $0 | $156,252 | $0 | $0 | $0 |
| Kristin Champa part year | ||||||||||||||
| VP for Institutional Advancement | $134,681 | $0 | $0 | $0 | $0 | $0 | $7,267 | $0 | $16,184 | $0 | $158,132 | $0 | $0 | $0 |
| Kimberly Tanner | ||||||||||||||
| Sr Assoc VP for Strategic Initiative | $133,798 | $0 | $0 | $0 | $0 | $0 | $13,295 | $0 | $22,089 | $0 | $169,182 | $0 | $0 | $0 |
| Priscilla Alicea part year | ||||||||||||||
| VP of Enrollment Management | $162,721 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,980 | $0 | $183,701 | $0 | $0 | $0 |
| Phillip Morgan | ||||||||||||||
| Chief Investment Officer | $177,427 | $0 | $0 | $0 | $0 | $0 | $17,239 | $0 | $15,549 | $0 | $210,215 | $0 | $0 | $0 |
| Gregory Mahler | ||||||||||||||
| VP of Academic Affairs | $96,709 | $0 | $0 | $0 | $60,000 | $0 | $9,861 | $0 | $6,561 | $0 | $173,131 | $0 | $0 | $0 |
| Alan Price | ||||||||||||||
| Former President | $231,144 | $0 | $0 | $0 | $178,356 | $0 | $19,833 | $0 | $20,564 | $0 | $449,897 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | As a condition of employment, and as a convenience to the College, the President, Alan Price was provided a home on College grounds during his time of employment at the College. The annual value of the President's housing was $7,500. Because Schedule J is required to be reported on the calendar year basis falling within the organization's tax year and Alan Price was employed through 6/30/18, the organization is required to include this benefit on the 6/30/19 Form 990. The College also provided grounds care and housekeeping for the home since the President hosted functions for the College at his home. The home is provided as a nontaxable benefit to the President. |
| Part I, Line 4a | Alan Price - $152,522 severance Gregory Mahler - $60,000 severance B W Hall - $35,749 severance |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IN Health & Educational Facility Financing Authority | ||||||||
| A | 351611409 | 454795CTO | 2007-06-28 | $15,661,682 | Construction/Renovation/Expansion/Refunding of 1998 Bonds | 0 | 0 | 0 |
| Indiana Finance Authority | ||||||||
| B | 351602316 | 45506DEP6 | 2013-01-30 | $62,764,109 | Construction/Renovation/Expansion/Refunding of 1998 and 2004 Bonds | 0 | 0 | 0 |
| Indiana Finance Authority | ||||||||
| C | 351602316 | 2015-04-20 | $14,000,000 | Energy Savings Projects/Refunding of 2007 Bonds | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,771,692 | $16,138,071 | $109,010 | $13,536,071 | $2,448,000 | $3 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $4,984,109 | $62,891,682 | $292,500 | $46,066,181 | $11,852,317 | $36 | 2014 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $4,651,604 |
| C | $14,129,647 | $196,504 | $3,689,639 | $10,243,504 | 2016 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.01150 | 0.00000 | 0.01150 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: IN Health & Educational Facility Financing Authority Date the Rebate Computation was Performed: 09/01/2012 Issuer Name: Indiana Finance Authority Date the Rebate Computation was Performed: 01/30/2018 |
| Schedule K Supplental Information | Schedule K, Part II, Line 3 - For all bonds, the total reported on Line 3 is different from the amount reported in Part I, column (e) due to investment income. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $8,000 | CashGrantAmt |
| Type Of Assistance | Dean's Merit Scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | Tuition scholarship assistance | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susanna Tanner | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family relationship with Kimberly Tanner, Officer | RelationshipDescriptionTxt |
| Transaction | $54,292 | TransactionAmt |
| Transaction | Compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 45 | ContributionCnt |
| Noncash Contributions Rpt F990 | $523,729 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock listing | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Executive Committee has and may exercise all of the authority of the Board of Trustees in the management of the Corporation's affairs during intervals between the meetings of the Board of Trustees, provided that the any official action taken by the Executive Committee on behalf of Earlham or the Board (a) is consistent with existing Board policies or prior delegations of authority to it, (b) is undertaken after notice to all trustees with no trustee objecting, or (c) is reasonably required in the judgment of the Board Chair and President to protect the best interests of Earlham from prejudice. The Executive Committee shall be subject to the authority and supervision of the Board of Trustees. The Chair of the Board shall serve as the chair of the Executive Committee. The members of the Executive Committee shall also include the Vice Chair, Secretary, President, and the chairs of the Board's Standing Committees except the Investment Committee. The Chair may invite other trustees, officers of Earlham, or advisors to the Board or Earlham to participate in any meeting of the Executive Committee. |
| Form 990, Part VI, Section A, line 7a | Western Yearly Meeting of Friends appoints six trustees to the Earlham Board. The Earlham Alumni Association elects four trustees. Seven trustees are nominated by the Earlham Board of Trustees and approved by Western Yearly Meeting. Additionally, six trustees are nominated and appointed solely by the Earlham Board and the President serves ex officio. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent CPA firm. The Assistant Controller, Controller and VP of Finance and Administration perform a detailed review. Then, a copy of the Form 990 is provided to each member of the full governing body prior to its filing. |
| Form 990, Part VI, Section B, line 12c | Earlham's conflict of interest policy requires that officers, trustees, and key employees disclose any situations that may result in a conflict of interest or the appearance of a conflict of interest. Questionnaires must be completed annually but updated sooner if a person's situation changes. Disclosures are summarized and reviewed by the Audit Committee of the Board. If a trustee has a conflict, they will not participate in the decision-making process. |
| Form 990, Part VI, Section B, line 15 | 15a - The President's compensation is reviewed and determined annually by a Committee consisting of the current and immediate past Chair of the Board of Trustees. The Committee considers compensation data from other schools from the Great Lakes Colleges Association salary comparisons while undertaking their review and documents the decision in the committee minutes. 15b - The President reviews and determines annually the compensation of Vice Presidents and Deans, taking into consideration comparability data and the approved budget for compensation increases, if any. This process is documented. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part X, Lines 27-29: | In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 6/30/2019. The 2018 Form 990 and its associated schedules have not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Part X, Lines 27-29: Line 27 - Net assets without donor restrictions $58,306,903 Line 29 - Net assets with donor restrictions 204,383,359 Total net assets $262,690,262 |
| Form 990, Part XI, line 9: | Change in split interest agreements -22,987. Change in value of interest rate swap -715,625. |
| Form 990, Part XII, Line 2c | The organization's audit committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356014491 | EIN |
| Primary Activities | Supporting organization | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt |
|---|
| Earlham Foundation |
| B |
| Earlham Foundation |
| C |
| Earlham Foundation |
| N |
| Earlham Foundation |
| O |
| Earlham Foundation |
| P |
Comments