ALBION COLLEGE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALBION COLLEGE (EIN 38-1359081)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202031969349302758
- Schema version
- 2018v3.2
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T11:32:00-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | 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 | 381359081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBION COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBI | BusinessNameControlTxt |
| Phone | 5176290289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 EAST PORTER STREET | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK HOLBROOK | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 5176290289 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA FORT | PreparerPersonNm |
| PTIN | P00223532 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.122.254.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-10 | IPDt |
| IP Tm | 15:58:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 58F74DC53CB874483B207ADF23CD6921384352E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAURI DITZLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 EAST PORTER STREET | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $128,452,658 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALBION.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1835 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | ALBION COLLEGE IS AN UNDERGRADUATE, LIBERAL ARTS INSTITUTION COMMITTED TO ACADEMIC EXCELLENCE. WE ARE LEARNING-CENTERED AND RECOGNIZE THAT VALUABLE LEARNING TAKES PLACE IN AND OUTSIDE OF THE CLASSROOM, ON AND OFF THE CAMPUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1555 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $177,536 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $54,189 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,784,123 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,180,642 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $84,356,117 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,272,460 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,644,055 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,580,084 | CYInvestmentIncomeAmt |
| PY Other Revenue | $494,833 | PYOtherRevenueAmt |
| CY Other Revenue | $368,083 | CYOtherRevenueAmt |
| PY Total Revenue | $101,279,128 | PYTotalRevenueAmt |
| CY Total Revenue | $109,401,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,407,626 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,942,884 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,298,020 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $34,185,646 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,091 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,017,688 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,628,058 | PYOtherExpensesAmt |
| CY Other Expenses | $29,066,111 | CYOtherExpensesAmt |
| PY Total Expenses | $110,342,795 | PYTotalExpensesAmt |
| CY Total Expenses | $112,194,641 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,063,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,793,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $291,387,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,650,215 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,155,866 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,100,470 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $218,232,022 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $218,549,745 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ALBION COLLEGE IS AN UNDERGRADUATE, LIBERAL ARTS INSTITUTION COMMITTED TO ACADEMIC EXCELLENCE. WE ARE LEARNING-CENTERED AND RECOGNIZE THAT VALUABLE LEARNING TAKES PLACE IN AND OUTSIDE OF THE CLASSROOM, ON AND OFF THE CAMPUS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $72,277,206 | ExpenseAmt |
| Grant | $48,942,884 | GrantAmt |
| Revenue | $68,226,841 | RevenueAmt |
| Desc | INSTRUCTIONAL - ALBION COLLEGE IS A PRIVATE, SELECTIVE, COEDUCATIONAL, RESIDENTIAL INSTITUTION OF HIGHER EDUCATION AFFILIATED WITH THE UNITED METHODIST CHURCH, BUT NON-SECTARIAN IN PRACTICE. THE COLLEGE PRINCIPALLY OFFERS ACADEMIC COURSES AND PROGRAMS LEADING TO A BACHELORS DEGREE IN LIBERAL ARTS. APPROXIMATELY 1,440 STUDENTS ARE ENROLLED IN THE COLLEGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,893,414 | ExpenseAmt |
| Revenue | $6,929,143 | RevenueAmt |
| Desc | AUXILIARY - DINING SERVICES - ALBION COLLEGE IS A RESIDENTIAL INSTITUTION AND THE PRIMARY FUNCTION OF THE DINING AND HOSPITALITY SERVICES, MANAGED BY BON APPETIT MANAGEMENT COMPANY, IS TO PROVIDE FOOD FOR OUR STUDENTS, FACULTY, STAFF, AND GUESTS. WE STRIVE TO PROVIDE A WIDE SELECTION OF HIGH QUALITY PRODUCTS AND SERVICES THROUGH A VARIETY OF EXPERIENCES. THESE EXPERIENCES REFLECT OUR COMMITMENT TO BEING RESPONSIVE TO THE CHANGING NEEDS AND DESIRES OF OUR DIVERSE AUDIENCE. OPERATIONS INCLUDE AN ALL-YOU-CAN-EAT DINING HALL, QUICK-SERVE RESTAURANT, A COFFEE SHOP, LODGING, CATERING SERVICES, FACULTY/STAFF LUNCH BUFFET AND CONFERENCE AND EVENT SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,214,318 | ExpenseAmt |
| Revenue | $9,355,350 | RevenueAmt |
| Desc | AUXILIARY - RESIDENCE HALLS - ALBION COLLEGE IS A COLLEGE COMMUNITY INSTITUTION THAT EMPHASIZES COMMUNITY THROUGH EDUCATION IN AND OUT OF THE CLASSROOM. ALBION COLLEGE STRIVES TO PROVIDE OUR STUDENTS WITH QUALITY HOUSING THAT ENHANCES A STUDENT'S LEARNING EXPERIENCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,994,408 | ExpenseAmt |
| Revenue | $761,126 | RevenueAmt |
| Desc | VARIOUS OTHER PROGRAM SERVICES RELATING TO THE ORGANIZATION'S MISSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $18,994,408 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $761,126 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $100,379,346 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 216 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1555 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| 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 | Yes (1) | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK HOLBROOK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5176290289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 EAST PORTER STREET | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49224 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MAURI A DITZLER | ||||||||
| PRESIDENT | 54.00 | 0.00 | Yes (X) | Yes (X) | $395,235 | $0 | $58,243 | |
| J DONALD SHEETS | ||||||||
| CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN F ASHER | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANE S CARR | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN I GREENHALGH | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL J HARRINGTON | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS L LUDINGTON | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK E NEWELL | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY C PETHERICK | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE B SCHOOK | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY D WEEDMAN | ||||||||
| VICE CHAIRMAN | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID A BARD | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH S CALVARUSO | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN M G CHARNLEY | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAE OLA DUNKLIN | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FAITH FOWLER | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS GOERING | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL HUTH | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE MILLER | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY A OTT | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL SCHUETTE | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL J SHAHEEN | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS W WAHR | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E WILLIAMS | ||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA S MCCORMICK | ||||||||
| VP FOR FINANCE & ADMINISTRATION | 46.00 | 1.00 | Yes (X) | $168,153 | $0 | $16,304 | ||
| ROBERT A ANDERSON | ||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 46.00 | 0.00 | Yes (X) | $224,991 | $0 | $34,603 | ||
| MARC M ROY | ||||||||
| PROVOST, VP FOR FACULTY | 46.00 | 0.00 | Yes (X) | $186,785 | $0 | $32,985 | ||
| STEVEN J KLEIN | ||||||||
| VP FOR ENROLLMENT | 46.00 | 0.00 | Yes (X) | $185,971 | $0 | $32,600 | ||
| AMANDA M DUBIEL | ||||||||
| ACTING VP FOR ENROLLMENT | 46.00 | 0.00 | Yes (X) | $88,271 | $0 | $18,462 | ||
| CONNIE L SMITH | ||||||||
| ACTING VP FOR STUDENT AFFAIRS | 46.00 | 0.00 | Yes (X) | $91,018 | $0 | $17,744 | ||
| KENNETH E SNYDER | ||||||||
| ACTING VP FOR STUDENT AFFAIRS | 46.00 | 0.00 | Yes (X) | $103,941 | $0 | $11,525 | ||
| KEENA S WILLIAMS | ||||||||
| ACTING VP FOR STUDENT AFFAIRS | 46.00 | 0.00 | Yes (X) | $65,143 | $0 | $20,851 | ||
| SALLY J WALKER | ||||||||
| VP FOR STUDENT AFFAIRS - PART YEAR | 46.00 | 0.00 | Yes (X) | $181,134 | $0 | $15,166 | ||
| VICKI L BAKER | ||||||||
| PROFESSOR ECONOMICS | 46.00 | 0.00 | $123,628 | $0 | $20,243 | Yes (X) | ||
| PATRICK A MCLEAN | ||||||||
| DIRECTOR FORD INSTITUTE | 46.00 | 0.00 | $116,853 | $0 | $21,936 | Yes (X) | ||
| MATTHEW R AREND | ||||||||
| ATHLETIC DIRECTOR | 46.00 | 0.00 | $111,651 | $0 | $21,516 | Yes (X) | ||
| MICHAEL K DEVER | ||||||||
| DIRECTOR INFORMATION TECHNOLOGY | 46.00 | 0.00 | $108,173 | $0 | $23,768 | Yes (X) | ||
| JOHN W WOELL | ||||||||
| AVP ACADEMIC AFFAIRS | 46.00 | 0.00 | $105,162 | $0 | $24,420 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,256,109 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $370,366 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BON APPETIT MANAGEMENT CO | |||||
| 100 HAMILTON AVENUE SUITE 300 | PALO ALTO | CA | 94301 | CAMPUS DINING SERVICE CONTRACTOR | $5,124,226 |
| GCA EDUCATION SERVICES INC | |||||
| 1350 EUCLID AVENUE SUITE 1500 | CLEVELAND | OH | 44115 | CUSTODIAL SERVICES CONTRACTOR | $1,119,856 |
| BORNOR RESTORATION INC | |||||
| 525 FILLEY STREET | LANSING | MI | 489062975 | CONSTRUCTION CONTRACTOR | $269,811 |
| MIDWEST COLLABORATIVE FOR LIBRARY SVCS | |||||
| 1407 RENSEN ST STE 1 | LANSING | MI | 48910 | LIBRARY SERVICES | $256,449 |
| JONES ENTERPRISES LLC | |||||
| 27 DICKENS | SPRING ARBOR | MI | 49283 | CONSTRUCTION CONTRACTOR | $220,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,920 | FundraisingAmt |
| Government Grants | $1,262,014 | GovernmentGrantsAmt |
| All Other Contributions | $16,911,708 | AllOtherContributionsAmt |
| Noncash Contributions | $625,600 | NoncashContributionsAmt |
| Total Contributions | $18,180,642 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $68,226,841 | $68,226,841 |
| RESIDENCE HALLS | 611600 | $9,355,350 | $9,355,350 |
| DINING SERVICES | 611600 | $6,929,143 | $6,929,143 |
| OTHER PROGRAM REVENUE | 900099 | $761,126 | $761,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,272,460 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,700,390 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $177,536 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,522,854 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,812,604 | SecuritiesAmt |
| Other | $108,403 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,959,275 | SecuritiesAmt |
| Other | $82,038 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,853,329 | SecuritiesAmt |
| Other | $26,365 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,879,694 | TotalRevenueColumnAmt |
| Exclusion | $1,879,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,325 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,920 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,071 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,254 | TotalRevenueColumnAmt |
| Exclusion | $1,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $54,635 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $8,005 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,630 | TotalRevenueColumnAmt |
| Exclusion | $46,630 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $320,199 | TotalRevenueColumnAmt |
| Exclusion | $320,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $320,199 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,401,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,272,460 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $177,536 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,770,631 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,911,144 | TotalAmt |
| Program Services | $47,911,144 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,740 | TotalAmt |
| Program Services | $1,001,740 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,742,262 | TotalAmt |
| Program Services | $201,362 | ProgramServicesAmt |
| Management And General | $1,317,760 | ManagementAndGeneralAmt |
| Fundraising | $223,140 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,882,764 | TotalAmt |
| Program Services | $20,082,092 | ProgramServicesAmt |
| Management And General | $1,653,899 | ManagementAndGeneralAmt |
| Fundraising | $2,146,773 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,290,153 | TotalAmt |
| Program Services | $1,761,585 | ProgramServicesAmt |
| Management And General | $318,765 | ManagementAndGeneralAmt |
| Fundraising | $209,803 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,291,668 | TotalAmt |
| Program Services | $3,303,246 | ProgramServicesAmt |
| Management And General | $594,965 | ManagementAndGeneralAmt |
| Fundraising | $393,457 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,799 | TotalAmt |
| Program Services | $1,522,089 | ProgramServicesAmt |
| Management And General | $275,429 | ManagementAndGeneralAmt |
| Fundraising | $181,281 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,711 | TotalAmt |
| Program Services | $214,345 | ProgramServicesAmt |
| Management And General | $92,695 | ManagementAndGeneralAmt |
| Fundraising | $8,671 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,200 | TotalAmt |
| Management And General | $96,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,564 | TotalAmt |
| Program Services | $6,085 | ProgramServicesAmt |
| Management And General | $505,439 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,642,589 | TotalAmt |
| Program Services | $9,275,963 | ProgramServicesAmt |
| Management And General | $558,217 | ManagementAndGeneralAmt |
| Fundraising | $808,409 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,717 | TotalAmt |
| Program Services | $10,938 | ProgramServicesAmt |
| Management And General | $2,396 | ManagementAndGeneralAmt |
| Fundraising | $121,383 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,627,373 | TotalAmt |
| Program Services | $2,450,247 | ProgramServicesAmt |
| Management And General | -$29,085 | ManagementAndGeneralAmt |
| Fundraising | $206,211 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821,665 | TotalAmt |
| Program Services | $561,631 | ProgramServicesAmt |
| Management And General | $153,286 | ManagementAndGeneralAmt |
| Fundraising | $106,748 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,211,454 | TotalAmt |
| Program Services | $2,892,782 | ProgramServicesAmt |
| Management And General | $251,420 | ManagementAndGeneralAmt |
| Fundraising | $67,252 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,231,737 | TotalAmt |
| Program Services | $1,620,511 | ProgramServicesAmt |
| Management And General | $361,137 | ManagementAndGeneralAmt |
| Fundraising | $250,089 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,731 | TotalAmt |
| Program Services | $105,591 | ProgramServicesAmt |
| Management And General | $184,564 | ManagementAndGeneralAmt |
| Fundraising | $22,576 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,326,389 | TotalAmt |
| Program Services | $2,138,581 | ProgramServicesAmt |
| Management And General | $94,411 | ManagementAndGeneralAmt |
| Fundraising | $93,397 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,815,530 | TotalAmt |
| Program Services | $4,573,246 | ProgramServicesAmt |
| Management And General | $122,457 | ManagementAndGeneralAmt |
| Fundraising | $119,827 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,639 | TotalAmt |
| Program Services | $215,565 | ProgramServicesAmt |
| Management And General | $91,201 | ManagementAndGeneralAmt |
| Fundraising | $24,873 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOOD | Desc |
| Total | $201,328 | TotalAmt |
| Program Services | $150,125 | ProgramServicesAmt |
| Management And General | $36,736 | ManagementAndGeneralAmt |
| Fundraising | $14,467 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,484 | TotalAmt |
| Program Services | $350,478 | ProgramServicesAmt |
| Management And General | $115,715 | ManagementAndGeneralAmt |
| Fundraising | $19,291 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,194,641 | TotalAmt |
| Program Services | $100,379,346 | ProgramServicesAmt |
| Management And General | $6,797,607 | ManagementAndGeneralAmt |
| Fundraising | $5,017,688 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,254,043 | BOYAmt |
| EOY | $3,644,665 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,068,694 | BOYAmt |
| EOY | $11,321,017 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,684,565 | BOYAmt |
| EOY | $5,040,264 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,716,660 | BOYAmt |
| EOY | $2,863,995 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,790 | BOYAmt |
| EOY | $28,563 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $754,946 | BOYAmt |
| EOY | $855,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $198,828,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,593,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,656,936 | BOYAmt |
| EOY | $88,234,771 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,575,581 | BOYAmt |
| EOY | $58,227,795 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,363,450 | BOYAmt |
| EOY | $114,935,016 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,244,223 | BOYAmt |
| EOY | $3,498,484 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,387,888 | BOYAmt |
| EOY | $288,650,215 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,024,811 | BOYAmt |
| EOY | $9,469,203 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,645 | BOYAmt |
| EOY | $1,229,644 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,440,000 | BOYAmt |
| EOY | $49,645,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,275,883 | BOYAmt |
| EOY | $7,226,276 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,658,527 | BOYAmt |
| EOY | $2,530,347 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,155,866 | BOYAmt |
| EOY | $70,100,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,839,209 | BOYAmt |
| EOY | $60,190,845 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,561,792 | BOYAmt |
| EOY | $68,381,395 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,831,021 | BOYAmt |
| EOY | $89,977,505 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,232,022 | BOYAmt |
| EOY | $218,549,745 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,387,888 | BOYAmt |
| EOY | $288,650,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,793,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $614,500 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,496,595 | 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,207,527 | BeginningYearBalanceAmt |
| Contributions | $8,471,036 | ContributionsAmt |
| Investment Earnings Or Losses | $5,306,500 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,929,609 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,094,009 | OtherExpendituresAmt |
| Administrative Expenses | $1,105,052 | AdministrativeExpensesAmt |
| End Year Balance | $173,856,393 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $180,632,498 | BeginningYearBalanceAmt |
| Contributions | $4,419,842 | ContributionsAmt |
| Investment Earnings Or Losses | $12,518,176 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,172,677 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,793,460 | OtherExpendituresAmt |
| Administrative Expenses | $4,396,852 | AdministrativeExpensesAmt |
| End Year Balance | $177,207,527 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,305,135 | BeginningYearBalanceAmt |
| Contributions | $2,031,686 | ContributionsAmt |
| Investment Earnings Or Losses | $17,155,354 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,111,739 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,746,862 | OtherExpendituresAmt |
| Administrative Expenses | $2,001,076 | AdministrativeExpensesAmt |
| End Year Balance | $180,632,498 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,829,251 | BeginningYearBalanceAmt |
| Contributions | $1,748,190 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,059,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,264,567 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,712,816 | OtherExpendituresAmt |
| Administrative Expenses | $235,318 | AdministrativeExpensesAmt |
| End Year Balance | $178,305,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,229,937 | BeginningYearBalanceAmt |
| Contributions | $1,501,731 | ContributionsAmt |
| Investment Earnings Or Losses | $908,220 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,001,379 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,488,405 | OtherExpendituresAmt |
| Administrative Expenses | $320,853 | AdministrativeExpensesAmt |
| End Year Balance | $186,829,251 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,143,424 | OtherCostOrOtherBasisAmt |
| Book Value | $3,143,424 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,119,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,793,355 | DepreciationAmt |
| Book Value | $54,326,346 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,199,235 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,002,924 | DepreciationAmt |
| Book Value | $26,196,311 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,365,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,797,151 | DepreciationAmt |
| Book Value | $4,568,690 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,234,771 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL MULTI-ASSET EQUITY | $81,506,230 | F |
| PARTNERSHIPS | $25,632,409 | C |
| REAL ESTATE | $7,796,377 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $114,935,016 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE PERKINS LOAN PROGRAM | $2,010,206 |
| REFUNDABLE STUDENT DEPOSITS | $520,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,530,347 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $71,171,261 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $614,500 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $103,708 | OtherRevenueAmt |
| Revenue Not Reported | $718,208 | RevenueNotReportedAmt |
| Revenue Subtotal | $70,453,053 | RevenueSubtotalAmt |
| Other Revenues Not Included | $38,948,216 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,948,216 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $109,401,269 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,406,089 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $154,332 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $154,332 | ExpensesNotReportedAmt |
| Expenses Subtotal | $63,251,757 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $48,942,884 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $48,942,884 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $112,194,641 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLEGE DOES NOT RECOGNIZE OR CAPITALIZE THE COLLECTIONS OF RARE BOOKS, ORIGINAL PAINTINGS, VALUABLE PRINTS, AND OTHER ORIGINAL WORKS OF ART THAT HAVE BEEN RECEIVED AS DONATIONS OVER THE YEARS. COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, ARE PROTECTED, CARED FOR, AND PRESERVED AND ARE SUBJECT TO POLICY THAT REQUIRES PROCEEDS FROM SALE OF ITEMS TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS. |
| PART III, LINE 4: | ART COLLECTION - A MISSION OF THE DEPARTMENT IS TO EXPOSE OUR STUDENTS AND THE COMMUNITY TO FINE ARTS OF THE PAST AND PRESENT. TO THIS END, WE TEACH CLASSES AND CREATE EXHIBITIONS, DRAWING UPON OUR COLLECTION AND OF OUR CONTEMPORARIES. OUR TWO GALLERIES ARE THE VENUE FOR TWELVE EXHIBITIONS PER ACADEMIC YEAR WHICH ARE OPEN TO THE COLLEGE AND THE GENERAL PUBLIC. LIBRARY COLLECTION - THE LIBRARY COLLECTIONS HAVE THEIR ROOTS IN THE HISTORY OF ALBION COLLEGE. THEY FORM A VALUABLE ACADEMIC RESOURCE THAT SUPPORT OUR CENTRAL LIBERAL ARTS MISSION. THE COLLECTIONS ARE OPEN TO STUDENTS FOR STUDY AND RESEARCH AND PROVIDE A UNIQUE EXPERIENCE IN UNDERSTANDING LITERATURE, HISTORY AND THE HISTORY OF SCIENCE AND NATURAL HISTORY. |
| PART V, LINE 4: | ENDOWMENTS SUPPORT THE EDUCATIONAL PURPOSES OF THE COLLEGE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION REVENUE 93,632. FUNDRAISING EXPENSE 2,071. GAMING EXPENSE 8,005. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES AND DISCOUNTS 48,942,884. GAIN ON DISPOSAL OF PROPERTY AND EQUIPMENT 26,387. NET LOSS ON INVESTMENTS -10,021,055. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION EXPENSE 144,256. FUNDRAISING EXPENSE 2,071. GAMING EXPENSE 8,005. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES AND DISCOUNTS 48,942,884. |
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 | ALL PAMPHLETS, BROCHURES AND RECRUITING MATERIALS CONTAIN THE FOLLOWING LANGUAGE, "ALBION COLLEGE IS COMMITTED TO A POLICY OF EQUAL OPPORTUNITY AND NON-DISCRIMINATION ON THE BASIS OF SEXUAL ORIENTATION AND OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, AGE OR DISABILITY, AS PROTECTED BY LAW, IN ALL EDUCATIONAL PROGRAMS AND ACTIVITIES, ADMISSION OF STUDENTS AND CONDITIONS OF EMPLOYMENT." |
| SCHEDULE E, PART I, LINE 6 | TITLE IV AID FROM THE FEDERAL DEPARTMENT OF EDUCATION (SEOG, PELL, PERKINS LOANS, AND DIRECT LENDING LOANS) AND MICHIGAN GIFT AND MICHIGAN PROMISE FROM THE STATE OF MICHIGAN. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITING | $900 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | INSTRUCTIONAL (STUDY ABROAD PROGRAMS) AND EDUCATOR TRAINING | $8,978 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | SCHOLARSHIPS | N/A | $23,840 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SCHOLARSHIPS | N/A | $402,010 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SCHOLARSHIPS | N/A | $261,690 |
| NORTH AMERICA | 0 | 0 | SCHOLARSHIPS | N/A | $22,795 |
| SOUTH AMERICA | 0 | 0 | SCHOLARSHIPS | N/A | $22,535 |
| SOUTH ASIA | 0 | 0 | SCHOLARSHIPS | N/A | $268,870 |
| 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 | $1,011,618 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,011,618 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $23,840 | CHARGE AGAINST TUITION | N/A | N/A |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 13 | $402,010 | CHARGE AGAINST TUITION | N/A | N/A |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND & GREENLAND) | 8 | $261,690 | CHARGE AGAINST TUITION | N/A | N/A |
| SCHOLARSHIPS | NORTH AMERICA | 1 | $22,795 | CHARGE AGAINST TUITION | N/A | N/A |
| SCHOLARSHIPS | SOUTH AMERICA | 1 | $22,535 | CHARGE AGAINST TUITION | N/A | N/A |
| SCHOLARSHIPS | SOUTH ASIA | 7 | $268,870 | CHARGE AGAINST TUITION | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE NOT USED OUTSIDE THE UNITED STATES WITH THE POSSIBLE EXCEPTION OF TRAVEL COSTS INCURRED BY RESEARCHERS COLLABORATING WITH PEERS IN FOREIGN COUNTRIES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $54,635 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $3,500 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $4,505 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.95000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $54,635 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $3,500 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $4,505 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $8,005 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $46,630 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA WALTON | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 S HANNAH | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | MELISSA WALTON | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | MELISSA WALTON IS THE ASSOCIATE ATHLETIC DIRECTOR FOR THE COLLEGE AND DOES NOT RECEIVE ANY COMPENSATION FOR RUNNING THE RAFFLE. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | BOHM THEATRE MASTER TENANT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S SUPERIOR STREET | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 471409951 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $30,000 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SUPPORT OF LOCAL THEATER | 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 | GrantTypeTxt |
| Recipient | 1558 | RecipientCnt |
| Cash Grant | $47,911,144 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE PROCURED BY FACULTY WITH THE ASSISTANCE OF THE COLLEGE'S GRANT MANAGER. MONITORING IS DONE BY GRANTEE, GRANT MANAGER AND SENIOR ACCOUNTANT FOR COMPLIANCE. ACTIVITY IS AUDITED AND REPORTED ANNUALLY IN THE COLLEGE'S FINANCIAL STATEMENTS. | 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAURI A DITZLER | ||||||||||||||
| PRESIDENT | $379,647 | $0 | $0 | $0 | $15,588 | $0 | $46,500 | $0 | $11,743 | $0 | $453,478 | $0 | $0 | $0 |
| DEANNA S MCCORMICK | ||||||||||||||
| VP FOR FINANCE & ADMINISTRATION | $168,153 | $0 | $0 | $0 | $0 | $0 | $15,720 | $0 | $584 | $0 | $184,457 | $0 | $0 | $0 |
| ROBERT A ANDERSON | ||||||||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | $217,083 | $0 | $0 | $0 | $7,908 | $0 | $24,567 | $0 | $10,036 | $0 | $259,594 | $0 | $0 | $0 |
| MARC M ROY | ||||||||||||||
| PROVOST, VP FOR FACULTY | $167,453 | $0 | $0 | $0 | $19,332 | $0 | $22,021 | $0 | $10,964 | $0 | $219,770 | $0 | $0 | $0 |
| STEVEN J KLEIN | ||||||||||||||
| VP FOR ENROLLMENT | $170,491 | $0 | $0 | $0 | $15,480 | $0 | $22,021 | $0 | $10,579 | $0 | $218,571 | $0 | $0 | $0 |
| SALLY J WALKER | ||||||||||||||
| VP FOR STUDENT AFFAIRS - PART YEAR | $172,567 | $0 | $0 | $0 | $8,567 | $0 | $9,794 | $0 | $5,372 | $0 | $196,300 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THIS IS NOT TREATED AS A TAXABLE BENEFIT. THE PRESIDENT RECEIVES HOUSEKEEPING SERVICES BECAUSE OF SCHOOL RELATED FUNCTIONS CONDUCTED IN THE RESIDENCE. THIS IS NOT TREATED AS A TAXABLE BENEFIT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN FINANCE AUTHORITY LIMITED OBLIGATION HIGHER EDUCATION FACILITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 800596186 | BondIssuerEIN |
| Bond Issued | 2017-05-17 | BondIssuedDt |
| Issue Price | $53,165,000 | IssuePriceAmt |
| Purpose | TO REPLACE LETTER OF CREDIT WITH NON-BANK QUALIFIED TAX EXEMPT BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $53,165,000 | TotalProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE | BusinessNameLine1Txt |
| Business Name Line2 | BANK NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $431,870 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HORSES | 10 | $156,418 | APPRAISAL |
| Yes (X) | PROGRAM SUPPORT | 5 | $40,398 | ACTUAL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED NOT THE NUMBER OF ITEMS. |
| PART I, LINE 32B: | THE ORGANIZATION SEEKS PROFESSIONAL ASSISTANCE, AS NEEDED, TO SELL NON-CASH CONTRIBUTIONS. |
| PART I, LINE 33: | THE ORGANIZATION DOES NOT REPORT REVENUES OR CORRESPONDING EXPENSE FOR COLLECTIONS OF ART OR BOOKS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | J. DONALD SHEETS, JOSEPH CALVARUSO, AND SAMUEL SHAHEEN HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | MEMBERS OF THE BUSINESS OFFICE PROCESS AND FORWARD THE 990 PREPARATION INFORMATION TO AN ELECTRONIC PREPARER AND THE DRAFT FORM 990 IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND ALL COLLEGE OFFICERS. THE FORM 990 REVIEW COMMITTEE, COMPRISED OF THE AUDIT AND COMPLIANCE COMMITTEE AND OTHER BOARD MEMBERS AS APPROPRIATE, CONDUCT A RIGOROUS REVIEW OF THE FORM 990. OTHER BOARD MEMBERS MAY SUBMIT REVIEW STATEMENTS TO THE FORM 990 REVIEW COMMITTEE. THIS COMMITTEE REPORTS CHANGES AND CLARIFICATIONS TO THE BUSINESS OFFICE AS NECESSARY. PRIOR TO SUBMISSION OF THE FORM 990 TO THE IRS, ALL MEMBERS OF THE BOARD OF TRUSTEES AND ALL COLLEGE OFFICERS RECEIVE A COPY OF THE FINAL VERSION OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST DOCUMENT IS APPROVED BY THE AUDIT AND COMPLIANCE SUBCOMMITTEE ANNUALLY. THE APPROVED DOCUMENT IS THEN DISTRIBUTED TO BOARD MEMBERS, FACULTY, AND STAFF, AND ALL DOCUMENTS ARE COLLECTED PRIOR TO FINAL RELEASE OF THE 990 TO THE IRS. MEMBERS OF THE BOARD, PRESIDENT'S ADMINISTRATIVE COMMITTEE, FACULTY, AND STAFF WHO HAVE A CONFLICT OF INTEREST IN ANY MATTER SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF THE PROPOSED TRANSACTION. THE PERSON OR PERSONS INVOLVED WILL NOT VOTE ON SUCH MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DETERMINATION PROCESS INCLUDED 1) REVIEW OF GROUP COMPENSATION, 2) ADVISEMENT FROM INDEPENDENT SEARCH CONSULTANT, 3) DISCUSSIONS OF PRESIDENTIAL SEARCH SUB-COMMITTEE OF THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEES, MOST RECENTLY HIRED 2017. COMPENSATION DETERMINATION PROCESS INCLUDED 1) REVIEW OF PEER GROUP COMPENSATION, 2) ADVISEMENT FROM INDEPENDENT SEARCH CONSULTANTS, AND 3) CONSULTATION WITH PRESIDENTS OF OTHER HIGHER EDUCATION INSTITUTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUESTS ARE FORWARDED TO THE ALBION COLLEGE BUSINESS OFFICE WHERE A PAPER COPY IS PROVIDED TO THE REQUESTEE WITHIN A FEW DAYS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS -605,298. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 211,641. CHANGE IN VALUE OF ANNUITIES AND OTHER SPLIT-INTEREST OBLIGATIONS 2,932,346. CHANGE IN VALUE INTERESTS IN REMAINDER AND PERPETUAL TRUSTS HELD BY OTHERS -16,745. TRANSFER TO COLCHESTER PROPERTIES -25,349. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITON INVESTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 EAST PORTER STREET | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271782807 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $489,168 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBION COLLEGE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLCHESTER PROPERTIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 EAST PORTER STREET | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382025320 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBION COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITON ACRES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 EAST PORTER STREET | AddressLine1Txt |
| City | ALBION | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381361836 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBION COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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