2019-05-15T08:56:58-05:00 2018-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2017-07-01 350868125 LUTHERAN UNIVERSITY ASSOCIATION INC % SUSAN D SCROGGINS LUTH 2194645215 1700 CHAPEL DRIVE VALPARAISO IN 46383 SUSAN D SCROGGINS SENIOR VP FINANCE 2194645215 2019-05-15 true Lauren R Denton P01571860 2604604000 167.68.126.162 35027420191355000002 2019-05-15 P C32BFEAB8C27A52315DF5F02F320116B11D77C77 CA4D4D82627664C21956C83B295B0094B3C05049 2017 2019-02-21 02:37:17Z VALPARAISO UNIVERSITY MARK A HECKLER 1700 CHAPEL DRIVE VALPARAISO IN 46383 428906904 false X WWW.VALPO.EDU X 1925 IN A COMMUNITY OF LEARNING DEDICATED TO EXCELLENCE & GROUNDED IN THE LUTHERAN TRADITION OF SCHOLARSHIP, FAITH, & FREEDOM, PREPARING STUDENTS TO LEAD & SERVE IN THE CHURCH & SOCIETY. 32 29 3279 1000 396287 203224 32453831 32576990 165526080 161918159 10336298 3251826 639293 1406627 208955502 199153602 77421682 79275045 0 0 77144466 76926806 226822 177632 3440167 46443076 49001938 201236046 205381421 7719456 -6227819 579290504 593756639 151023263 164426410 428267241 429330229 X VALPARAISO UNIVERSITY IS A COMPREHENSIVE, PRIVATE UNIVERSITY WITH A LUTHERAN HERITAGE THAT SERVES MORE THAN 4,000 FULL AND PART TIME STUDENTS. THE UNIVERSITY IS IDENTIFIED AS ONE OF THE TOP MASTER'S-LEVEL INSTITUTIONS IN THE MIDWEST AND HAS RECEIVED SPECIAL RECOGNITION FOR ITS OUTSTANDING TEACHING AND EDUCATIONAL VALUE. MORE THAN 70 UNDERGRADUATE DEGREE PROGRAMS AND INTERDISCIPLINARY OPTIONS ARE OFFERED THROUGHOUT THE UNIVERSITY AT FIVE UNDERGRADUATE COLLEGES: ARTS AND SCIENCES, BUSINESS, ENGINEERING, NURSING AND HEALTH PROFESSIONS, AND CHRIST COLLEGE. false false 132836704 72665276 113561351 UNDERGRADUATE PROGRAMS VALPARAISO UNIVERSITY ENROLLS NEARLY 3,200 UNDERGRADUATE STUDENTS IN MORE THAN 70 ACADEMIC PROGRAMS THAT INTEGRATE THE BEST OF THE LIBERAL ARTS WITH PROFESSIONAL PREPARATION. PROGRAMS ARE OFFERED THROUGH THE COLLEGES OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, AND NURSING AND HEALTH PROFESSIONS, AS WELL AS CHRIST COLLEGE, VALPARAISO UNIVERSITY'S HONORS COLLEGE. VALPO HAS BEEN NAMED AS ONE OF THE TOP 10 REGIONAL UNIVERSITIES IN THE MIDWEST EVERY YEAR SINCE 1990 BY U.S. NEWS AND WORLD REPORT MAGAZINE AND WAS NAMED THE NO. 1 VALUE AND NO. 5 FOR BEST UNDERGRADUATE TEACHING IN THE MIDWEST FOR 2019. U.S. NEWS AND WORLD REPORT ALSO RANKED THE COLLEGE OF ENGINEERING AMONG THE TOP 20 UNDERGRADUATE ENGINEERING SCHOOLS IN THE NATION FOR 2019. VALPO SPONSORS NUMEROUS INTERNATIONAL STUDY OPPORTUNITIES AND IS RECOGNIZED AS A MODEL IN PREPARING GRADUATES WITH STRONG CROSS-CULTURAL SKILLS AND GLOBAL AWARENESS. THE OVERALL PLACEMENT RATE FOR VALPARAISO UNIVERSITY GRADUATES FROM THE CLASSES OF DECEMBER 2016 AND MAY AND AUGUST 2017 WAS 97 PERCENT. THE OVERALL PLACEMENT RATE HAS EXCEEDED 90 PERCENT FOR 25 CONSECUTIVE YEARS. VALPARAISO UNIVERSITY IS REGULARLY HONORED BY THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL WITH DISTINCTION FOR SUPPORT OF VOLUNTEERING, SERVICE-LEARNING, AND CIVIC ENGAGEMENT, AND VALPO STUDENTS ANNUALLY DEDICATE MORE THAN 247,000 HOURS TO COMMUNITY OUTREACH AND SERVICE-LEARNING. VALPARAISO UNIVERSITY'S DIVISION I ATHLETICS TEAMS CONTINUE TO SUCCEED IN THE CLASSROOM, WITH MANY HONORS BESTOWED UPON VALPARAISO STUDENT-ATHLETES BY THE MISSOURI VALLEY CONFERENCE FOR THE 2017-2018 ACADEMIC AND ATHLETIC YEAR---EIGHT STUDENT-ATHLETES RECEIVED THE PRESIDENT'S COUNCIL ACADEMIC EXCELLENCE HONOR, THE MISSOURI VALLEY CONFERENCE'S HIGHEST ACADEMIC HONOR, 65 STUDENT-ATHLETES ACHIEVED THE COMMISSIONER'S ACADEMIC EXCELLENCE AWARD, AND 234 STUDENT -ATHLETES WERE NAMED TO THE MISSOURI VALLEY CONFERENCE HONOR ROLL. IN ADDITION, 11 STUDENT-ATHLETES WERE NAMED TO THE SUMMIT LEAGUES'S 2017-2018 ACADEMIC HONOR ROLL AND 52 STUDENT-ATHLETE'S WERE ON THE FALL 2017 PIONEER FOOTBALL LEAGUE ACADEMIC HONOR ROLL. 7867055 761171 11998520 GRADUATE PROGRAMS - VALPARAISO UNIVERSITY'S GRADUATE SCHOOL OFFERS MORE THAN 35 GRADUATE AND CERTIFICATE PROGRAMS THAT ARE FULLY INTEGRATED INTO THE COLLEGES OF ARTS AND SCIENCES, BUSINESS, AND NURSING AND HEALTH PROFESSIONS. WITH ROLLING ADMISSIONS, MULTIPLE START TERMS PER YEAR, AND FLEXIBLE COURSE DELIVERY OPTIONS, GRADUATE PROGRAMS MEET THE NEEDS OF TODAY'S ADULT LEARNERS. WITH A MAJORITY OF OFFERINGS AT THE PROFESSIONAL MASTER'S LEVEL (PLUS A DOCTORATE IN NURSING PRACTICE), GRADUATE PROGRAMS EMPHASIZE ACADEMIC RIGOR, PRACTICAL APPLICATION FOR MARKET READY SKILLS, AND CAREER AND PROFESSIONAL DEVELOPMENT. IN FALL 2018, THE GRADUATE SCHOOL ENROLLED 484 STUDENTS, WITH 27 PERCENT INTERNATIONAL STUDENTS FROM 21 COUNTRIES. COMPREHENSIVE ACADEMIC SUPPORT PROVIDES A FULL SERVICE COMPLEMENT TO THE CULTURAL, EMOTIONAL, AND INTELLECTUAL DEVELOPMENT OF VALPARAISO UNIVERSITY GRADUATE STUDENTS. 20945699 5848598 17631279 LAW SCHOOL - THE VALPARAISO UNIVERSITY LAW SCHOOL ENCOURAGES STUDENTS TO VIEW LAW AS A CALLING, TO BECOME LAWYERS AND LEADERS WHO USE THEIR INFLUENCE FOR SERVICE AND THE PUBLIC GOOD. STUDENTS DEVELOP APTITUDE IN ENDURING CORE COMPETENCIES OF LEGAL HISTORY, THEORY AND PRACTICE, AS WELL AS ADVANCED SKILL IN LEGAL RESEARCH AND WRITING. THE LAW SCHOOL ENROLLMENT WAS 104 FOR FALL 2018. THROUGH VALPARAISO'S LAW CLINIC, STUDENTS DEVELOP THEIR LEGAL SKILLS IN EIGHT PRACTICE AREAS WHILE PROVIDING FREE LEGAL SERVICES TO UNDER-SERVED MEMBERS OF THE COMMUNITY. PROGRAM SERVICE, LINE 4D VALPARAISO UNIVERSITY PROVIDES ADDITIONAL SERVICES TO STUDENTS INCLUDING HOUSING AND DIVISION I ATHLETICS OPPORTUNITIES. ALSO, THE UNIVERSITY SUPPORTS THEATRE, MUSIC AND VISUAL ARTS PROGRAMS BENEFICIAL TO STUDENTS AS WELL AS THE GENERAL PUBLIC. 31938563 19747765 193588021 true true false false false false false true false true true true false false true false false true true true true false false true false false false true true true true false false false false false false true false true true true true false false true true false false false true 513 0 true 3279 true true true true GM UK false false false true true false false false false X 32 29 true false false false false false false true true false false false true true true true true true true false IN X X SUSAN D SCROGGINS 2194645215 1700 CHAPEL DRIVE VALPARAISO IN 46383 BOCHNOWSKI DAVID A DIRECTOR 2.0 0.0 X 0 0 0 BOGGS III N CORNELL DIRECTOR 8.0 0.0 X 0 0 0 BRUNETTE REV LUTHER C DIRECTOR 2.0 0.0 X 0 0 0 DAMMANN BARBARA DIRECTOR 1.0 0.0 X 0 0 0 DOBBS H JEFFREY DIRECTOR 4.0 0.0 X 0 0 0 DRAHEIM JOHN L DIRECTOR 4.0 0.0 X 0 0 0 DUESENBERG MARK H DIRECTOR 6.0 0.0 X 0 0 0 FEMOVICH CAROLYN SCHLIE DIRECTOR 2.0 0.0 X 0 0 0 HAGEN-FITES JOYCE S DIRECTOR 1.0 0.0 X 0 0 0 HAGERMAN MARK F DIRECTOR 3.0 0.0 X 0 0 0 HANSEN JR ROBERT D DIRECTOR 2.0 0.0 X 0 0 0 HELGE MARK P DIRECTOR 3.0 0.0 X 0 0 0 HESSLER DAVID J DIRECTOR 3.0 0.0 X 0 0 0 IRWIN-KNOTT COLETTE DIRECTOR 5.0 0.0 X 0 0 0 KRAEGEL FREDERICK G BOARD CHAIR 8.0 0.0 X X 0 0 0 LANING BRUCE R DIRECTOR 3.0 0.0 X 0 0 0 MOON MARIAN J DIRECTOR 4.0 0.0 X 0 0 0 MUELLER JAMES W DIRECTOR 3.0 0.0 X 0 0 0 NUNEMAKER ANDREW N DIRECTOR 2.0 0.0 X 0 0 0 PARKS STEVEN W DIRECTOR 3.0 0.0 X 0 0 0 RAQUET BONNIE E BOARD VICE-CHAIR 7.0 0.0 X X 0 0 0 RICE LISA DIRECTOR 4.0 0.0 X 0 0 0 ROBERTS LINNEA K DIRECTOR 2.0 0.0 X 0 0 0 SEDLACEK VERNE O DIRECTOR 3.0 0.0 X 0 0 0 SEEFELD SCOTT A DIRECTOR 2.0 0.0 X 0 0 0 SHELTON JOHN W DIRECTOR 3.0 0.0 X 0 0 0 STRASEN PAUL A DIRECTOR 1.0 0.0 X 0 0 0 VIE AMY L DIRECTOR 1.0 0.0 X 0 0 0 WILSON JOEL R DIRECTOR 10.0 0.0 X 0 0 0 WINKLER JULIE M DIRECTOR 2.0 0.0 X 0 0 0 ZECH RONALD H DIRECTOR 3.0 0.0 X 0 0 0 HECKLER MARK A PRESIDENT 60.0 0.0 X X 414845 0 129410 HOLLANDER LISA A VICE PRESIDENT FOR ADVANCEMENT 60.0 0.0 X 245797 0 33570 JOSEPH MICHAEL A VICE PRESIDENT FOR ENROLLMENT 60.0 0.0 X 236299 0 33818 SCROGGINS SUSAN D VP FOR FINANCE AND ADMIN. 60.0 0.0 X 238632 0 28872 FARHA DARRON C VP AND GENERAL COUNSEL 60.0 0.0 X 233620 0 37574 BIERMANN MARK L PROVOST AND EXECUTIVE VP 60.0 0.0 X 217647 0 46777 HUNTER BONNIE L VP FOR STUDENT AFFAIRS 60.0 0.0 X 177540 0 17908 KILPINEN JON T DEAN COLLEGE OF ARTS & SCIENCE 60.0 0.0 X 174797 0 30251 LOTTICH MATT HEAD COACH - MEN'S BASKETBALL 60.0 0.0 X 358486 0 37403 LYON ANDREA PROFESSOR OF LAW 60.0 0.0 X 232420 0 25972 BRODZINSKI JAMES PROFESSOR OF MANAGEMENT 60.0 0.0 X 206602 0 28515 LABARBERA MARK DIRECTOR OF ATHLETICS 60.0 0.0 X 191638 0 31192 JOHNSON ERIC PROFESSOR OF ENGINEERING 60.0 0.0 X 177111 0 30518 3105434 0 511780 93 false true false THE HAGERMAN GROUP PO BOX 10690 FORT WAYNE IN 46853 CONSTRUCTION 1509203 EASTGATE INVESTMENTS LLC 13 LINCOLNWAY STE 206 VALPARAISO IN 46383 STUDENT HOUSING 1154259 UNIVERSITY PROMENADE LLC 2342 CLINE AVENUE SCHERERVILLE IN 46375 STUDENT HOUSING 829115 ROYALL COMPANY 1920 EAST PARHAM ROAD RICHMOND VA 23228 ENROLLMENT MNGT 635125 BERGLUND CONSTRUCTION CO 126 VENTURI DRIVE CHESTERTON IN 46304 CONSTRUCTION 2155406 78 20746 3940584 28615660 5592594 32576990 TUITION & FEES 611710 141125185 141125185 STUDENT HOUSING 611710 15410012 15410012 MISCELLANEOUS 900099 5382962 5360062 22900 161918159 2590477 262732 2327745 0 0 249669 150596 99073 0 99073 99073 223870467 5178 223043060 171236 827407 -166058 661349 -166058 827407 0 0 0 0 0 0 7695964 6388410 1307554 1196899 110655 0 199153602 162926100 396287 3254225 249506 249506 79025539 79025539 0 0 2216152 935039 1001746 279367 78644 73925 3146 1573 56062370 51733852 2772244 1556274 3753478 3392368 242942 118168 10938973 9886571 708019 344383 3877189 3504177 250949 122063 0 700793 700793 128980 128980 0 177632 177632 430111 430111 2719222 2464381 252459 2382 496891 424399 72492 13499835 12805541 487996 206298 1933801 1192572 431839 309390 0 5789598 5647451 110541 31606 3285472 3016315 114320 154837 0 1642281 1486275 146280 9726 4821015 4700636 93537 26842 0 12395370 12084787 241330 69253 846613 846613 BAD DEBT EXPENSE -357108 -357108 MEMBERSHIPS & SUBSCRIPTIONS 669064 475182 163509 30373 205381421 193588021 8353233 3440167 X 14752 14662 9781101 8263395 20517598 19561378 11489125 6686922 0 0 0 0 9528818 9412168 137562 133137 2353042 2397045 471880944 202108579 271315208 269772365 68943717 32409221 184292023 243930888 0 0 0 0 917558 1175458 579290504 593756639 12746400 11762413 8569320 8601876 2610503 4873514 98271166 112398910 0 0 0 0 1086942 1025746 0 0 27738932 25763951 151023263 164426410 X 86101435 74148799 185688299 191202051 156477507 163979379 428267241 429330229 579290504 593756639 X -6227819 6842447 448360 X false true X true true true X X X X false 249427470 5895838 23841939 5128424 10596164 430111 263010548 220026196 10952597 27310925 4918740 3563435 380073 249427470 218047881 9438986 3742523 4943035 5943892 316267 220026196 213054264 7534867 8164870 4788781 5713339 204000 218047881 185619950 6546639 30692008 4395063 5207982 201288 213054264 0.09800 0.62300 0.27900 false false 17206349 17206349 329428377 118691695 210736682 39401527 22259053 17142474 75105778 60172991 14932787 10738913 984840 9754073 269772365 COMMONFUND BOND FUNDS 32655930 COMMONFUND PRIVATE CAPITAL 75942532 COMMONFUND TREASURY ACCESS 5515933 LIFE INS, REAL ESTATE, OTHER 14595074 COMMONFUND EQUITIES FUNDS 115221419 243930888 0 STUDENT DEPOSITS 277183 OBLIGATIONS UNDER SPLIT-INTEREST 4775623 CONDITIONAL ASSET RETIREMENT OBLIGATION 8065691 POST RETIREMENT LIABILITIES 3541476 OTHER LIABILITIES 9103978 25763951 133425395 6740077 6987366 13727443 119697952 430111 79025539 79455650 199153602 132464777 6539006 6539006 125925771 430111 79025539 79455650 205381421 SCHEDULE D, PART III, LINE 4 THE BRAUER MUSEUM OF ART IS HOME TO A NATIONALLY RECOGNIZED COLLECTION OF 19TH AND 20TH CENTURY AMERICAN ART AND INCLUDES WORKS BY FREDERIC EDWIN CHURCH, ASHER B. DURAND, CHILDE HASSAM, GEORGIA O'KEEFE AND ED PASCHKE. IT ALSO HOUSES THE LARGEST KNOWN COLLECTION OF WORKS BY JUNIUS R. SOLAN (1827-1900), A HUDSON RIVER SCHOOL PAINTER WHO LIVED AND WORKED IN THE MIDWEST. OTHER FOCUS AREAS WITHIN THE COLLECTION INCLUDE WORLD RELIGIOUS ART AND MIDWESTERN REGIONAL ART. AS WELL AS DISPLAYING SELECTIONS FROM ITS PERMANENT COLLECTION, THE BRAUER MUSEUM HOSTS A FULL SCHEDULE OF SPECIAL EXHIBITIONS AND EVENTS. THROUGH EXHIBITION OF THE COLLECTION AND SPECIAL EVENTS, THE MUSEUM PROVIDES EDUCATIONAL OPPORTUNITIES FOR STUDENTS AS WELL AS THE GENERAL PUBLIC WHICH ENHANCES THE UNIVERSITY'S EDUCATIONAL PURPOSE. THE BOOK VALUE OF THE ARTWORK ADDED TO THE COLLECTION SINCE 1996 IS INCLUDED IN PLANT ASSETS ON THE BALANCE SHEET. THERE IS NO FEE TO VISIT THE MUSEUM. SCHEDULE D, PART V, LINE 4 VALPARAISO UNIVERSITY'S ENDOWMENT FUNDS ARE USED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF SCHOLARSHIPS. ENDOWMENT FUNDS ARE ALSO DESIGNATED TO THE SUPPORT OF ACADEMIC PROGRAMS, FACULTY CHAIRS AND PROFESSORSHIPS, RESEARCH, STUDENT PROGRAMS, LIBRARY SERVICES, AND THE OPERATION AND MAINTENANCE OF FACILITIES. PART XI, LINE 2D COST OF GOODS SOLD 6,388,410 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 69,074 RENTAL EXPENSES 150,596 CHANGE IN DISCOUNT & ALLOWANCE 379,286 TOTAL $6,987,366 PART XI, LINE 4B STUDENT AID $79,025,539 PART XII, LINE 2D RENTAL EXPENSES 150,596 COST OF GOODS SOLD 6,388,410 TOTAL $6,539,006 PART XII, LINE 4B STUDENT AID 79,025,539 ASC 740 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 VALPARAISO UNIVERSITY'S GENERAL CATALOG OFFERS A LINK TO OUR STATEMENT OF EQUALITY OF OPPORTUNITY AS FOLLOWS: NONDISCRIMINATION POLICY AS TO STUDENTS. VALPARAISO UNIVERSITY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, AGE, GENDER, DISABILITY, SEXUAL ORIENTATION OR (AS QUALIFIED HEREIN) RELIGION, TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES, GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, AGE, GENDER, DISABILITY, SEXUAL ORIENTATION OR (AS QUALIFIED HEREIN) RELIGION IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, CAREER SERVICES AND PLACEMENT, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. VALPARAISO UNIVERSITY IS AN INSTITUTION COMMITTED TO ITS LUTHERAN TRADITIONS. THE UNIVERSITY RESERVES THE RIGHT TO PROMOTE THE TEACHINGS OF THE CHURCH AND TO EXERCISE PREFERENCES IN ADMISSIONS IN FAVOR OF LUTHERANS. EQUAL EMPLOYMENT OPPORTUNITY POLICY. VALPARAISO UNIVERSITY MAINTAINS A POLICY OF EQUAL EMPLOYMENT OPPORTUNITY FOR ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT. THE UNIVERSITY DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, AGE, GENDER, DISABILITY, SEXUAL ORIENTATION OR (AS QUALIFIED HEREIN) RELIGION OR ANY PROTECTED CLASSIFICATION UNDER FEDERAL, STATE OR LOCAL LAW. THIS POLICY APPLIES TO ALL ASPECTS OF EMPLOYMENT INCLUDING, BUT NOT LIMITED TO, RECRUITING, HIRING, TRAINING, TRANSFER, PROMOTION, JOB BENEFITS, PAY, DISMISSAL, SOCIAL AND RECREATIONAL ACTIVITIES. AN INSTITUTION COMMITTED TO ITS LUTHERAN TRADITIONS, THE UNIVERSITY RESERVES THE RIGHT TO PROMOTE THE TEACHINGS OF THE CHURCH AND TO EXERCISE PREFERENCES IN EMPLOYMENT-RELATED PRACTICES IN FAVOR OF LUTHERANS SCHEDULE E, PART I, LINE 6A VALPARAISO UNIVERSITY RECEIVES FEDERAL & STATE RESEARCH GRANTS AND GRANTS FROM STUDENT FINANCIAL AID. true East Asia and the Pacific 1 3 Program Services EDUCATIONAL 1166884 Europe (Including Iceland and Greenland) 2 2 Program Services EDUCATIONAL 1187888 SUB-SAHARAN AFRICA Program Services EDUCATIONAL 158037 Central America and the Caribbean Program Services EDUCATIONAL 143000 3 5 3 5 2655809 2655809 true false true true true false PART I LINE 3 - EUROPE (INCLUDING ICELAND AND GREENLAND) Valparaiso University administers study abroad programs to provide students with educational experiences in Reutlingen, Germany and Cambridge, UK. The University also provides study abroad opportunities through student exchange agreements with European colleagues and universities in the UK, France, Germany, The Netherlands, and Spain. Other educational opportunities through cooperative agreements are available in Spain, Ireland, France, hungary and Greece. PART I LINE 3 - CENTRAL/SOUTH AMERICA VALPARAISO UNIVERSITY ADMINISTERS A STUDY ABROAD PROGRAM TO PROVIDE STUDENTS WITH EDUCATIONAL EXPERIENCES IN SAN JOSE (HEREDIA), COSTA RICA. THE UNIVERSITY ALSO PROVIDES STUDY ABROAD OPPORTUNITIES THROUGH A STUDENT EXCHANGE AGREEMENT IN THE CHILE. PART I LINE 3 - EAST ASIA AND THE PACIFIC VALPARAISO UNIVERSITY ADMINISTERS A STUDY ABROAD PROGRAM TO PROVIDE STUDENTS WITH EDUCATIONAL EXPERIENCES IN HANGZHOU, CHINA. THE UNIVERSITY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES THROUGH STUDENT EXCHANGE AGREEMENTS WITH KANSAI GAIDAI UNIVERSITY IN JAPAN AND PAYAP UNIVERSITY IN CHIANG MAI, THAILAND. OTHER EDUCATIONAL OPPORTUNITIES INCLUDE INDEPENDENT STUDY IN UNIVERSITY OF OTAGO IN NEW ZEALAND. PART I LINE 3 - SUB-SAHARAN AFRICA VALPARAISO UNIVERSITY PROVIDES EDUCATIONAL OPPORTUNITIES THROUGH A COOPERATIVE AGREEMENT IN WINDHOEK, NAMIBIA. X X X X X X X true ROYALL COMPANY FUNDRAISING false 318573 138240 180333 318573 138240 180333 AL AK AZ CA CO CT DC FL GA HI IL IN KS KY LA ME MD MI MN MO NV NH NJ NM NY ND OH OK OR PA RI TN UT VA WA WI true ATS-MER 7960 S KOLB ROAD TUCSON AZ 85756 860530946 199902 PROGRAM SUPPORT INDIANA UNIVERSITY 509 E THIRD STREET BLOOMINGTON IN 47401 356001673 501(C)(3) 6245 PROGRAM SUPPORT 1 1 SCHOLARSHIPS 3384 79025539 SCHEDULE I, PART I, LINE 2 VALPARAISO UNIVERSITY IS COMMITTED TO PROVIDING RESOURCES NECESSARY TO HELP STUDENTS COMPLETE THEIR EDUCATION. IN SELECTING THE STUDENTS TO RECEIVE THIS ASSISTANCE, THE UNIVERSITY PLACES PRIMARY EMPHASIS ON THE STUDENT'S ACADEMIC ACHIEVEMENT AND FINANCIAL NEED. AWARDS ARE DETERMINED BY THE UNIVERSITY SCHOLARSHIP COMMITTEE. UPON ENROLLMENT VERIFICATION, THE AWARDS ARE USED TO OFFSET THE COST OF ATTENDANCE. X true true X X X X false true false false false false false false false HECKLER MARK A PRESIDENT 414845 0 0 0 0 0 101458 0 27952 0 544255 0 0 HOLLANDER LISA A VICE PRESIDENT FOR ADVANCEMENT 245797 0 0 0 0 0 18445 0 15125 0 279367 0 0 JOSEPH MICHAEL A VICE PRESIDENT FOR ENROLLMENT 236299 0 0 0 0 0 18177 0 15641 0 270117 0 0 SCROGGINS SUSAN D VP FOR FINANCE AND ADMIN. 238632 0 0 0 0 0 18300 0 10572 0 267504 0 0 FARHA DARRON C VP AND GENERAL COUNSEL 233620 0 0 0 0 0 18134 0 19440 0 271194 0 0 BIERMANN MARK L PROVOST AND EXECUTIVE VP 217647 0 0 0 0 0 16830 0 29947 0 264424 0 0 HUNTER BONNIE L VP FOR STUDENT AFFAIRS 177540 0 0 0 0 0 13537 0 4371 0 195448 0 LOTTICH MATT HEAD COACH - MEN'S BASKETBALL 358486 0 0 0 0 0 20250 0 17153 0 395889 0 0 LYON ANDREA PROFESSOR OF LAW 232420 0 0 0 0 0 17213 0 8759 0 258392 0 0 BRODZINSKI JAMES PROFESSOR OF MANAGEMENT 206602 0 0 0 0 0 15996 0 12519 0 235117 0 0 LABARBERA MARK DIRECTOR OF ATHLETICS 191638 0 0 0 0 0 14826 0 16366 0 222830 0 0 JOHNSON ERIC PROFESSOR OF ENGINEERING 177111 0 0 0 0 0 11682 0 18836 0 207629 0 0 KILPINEN JON T DEAN COLLEGE OF ARTS & SCIENCE 174797 0 0 0 0 0 13466 0 16785 0 205048 0 0 SCHEDULE J, PART I, LINE 1A THE PRESIDENT IS PROVIDED HOUSING IN THE UNIVERSITY RESIDENCE AS A CONDITION OF EMPLOYMENT. THE RESIDENCE IS REGULARLY USED FOR BUSINESS PURPOSES INCLUDING MEETINGS AND EVENTS WITH FACULTY, STAFF, STUDENTS, DONORS AND OTHER UNIVERSITY CONSTITUENTS. SCHEDULE J PART I LINE 4B THE PRESIDENT IS THE SOLE PARTICIPANT IN THE UNIVERSITY'S 457(F) PLAN. CONTRIBUTIONS TO THE PLAN ARE REPORTED AS DEFERRED COMPENSATION AS THEY ARE ACCRUED. AMOUNTS DEFERRED UNDER THE PLAN FOR 6/30/2018 WERE $81,208. A INDIANA FINANCE AUTHORITY 351602316 455057YZ6 2010-06-23 30421188 CONSTRUCTION OF THE WELCOME CENTER false false false B INDIANA FINANCE AUTHORITY 351602316 3135GOXP3 2014-09-25 42155000 CONSTRUCTION OF BEACON HALL false false false C INDIANA FINANCE AUTHORITY 351602316 45506DF67 2017-07-12 44822085 CONSTRUCTION OF SCIENCE CENTER false false false A 6670000 0 30421188 0 535000 0 281865 0 0 20570000 9569323 0 2012 true false true true B 0 0 45238325 0 3114905 0 231856 0 0 45000000 0 0 2016 false false true true C 4182085 0 44822085 0 0 0 275287 0 0 13893899 29546798 1106101 2018 true false true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true A true B true C true 10550 TUITION ASSISTANCE TUITION ASSISTANCE MARK HAGERMAN BOARD MEMBER 1509203 CONSTRUCTION SERVICES false MIRANDA JACK MARK HECKLER'S DAUGHTER 27221 COMPENSATION false KELLI GARIGLIETTI FARHA DARRON FARHA'S WIFE 10800 COMPENSATION false JULIA BOCHNOWSKI KWAIT DAVID BOCHNOWSKI'S DAUGHTER 40623 COMPENSATION false X 17 331202 APPRAISAL X 270 FAIR MARKET VALUE X 68 3311122 FAIR MARKET VALUE X 2 1950000 APPRAISAL true true false SCHEDULE M, PART I, LINE 30B VALPARAISO UNIVERSITY RECEIVED PROPERTY DURING THE FISCAL YEAR. THE DONOR MAY LIVE AT THE PROPERTY, RENT FREE, UNTIL DEATH OR SHE VOLUNTARILY VACATES THE PROPERTY. PART VI, SECTION A, LINE 1B MARK F. HAGERMAN, DAVID A. BOCHNOWSKI, AND MARK A. HECKLER ARE CONSIDERED NON-INDEPENDENT BOARD MEMBERS DUE TO TRANSACTIONS LISTED ON SCHEDULE L. MARK HECKLER IS ALSO A PAID EMPLOYEE OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 FRED KRAEGEL, BONNIE RAQUET AND N. CORNELL BOGGS, III HAVE A BUSINESS RELATIONSHIP. JOYCE HAGEN-FITES AND COLETTE IRWIN-KNOTT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B CONSISTENT WITH ITS FIDUCIARY RESPONSIBILITIES, THE BOARD OF DIRECTORS OF THE LUTHERAN UNIVERSITY ASSOCIATION, INC D/B/A VALPARAISO UNIVERSITY ADOPTED THE FOLLOWING PROCEDURE FOR ANNUAL REVIEW OF THE UNIVERSITY'S RESPONSES TO INTERNAL REVENUE CODE FORM 990: (1) THIRTY DAYS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE, OR AS SOON AS PRACTICABLE PRIOR TO FILING, THE AUDIT COMMITTEE WILL REVIEW AND COMMENT ON THE FORM 990 (2) FOLLOWING REVIEW BY THE AUDIT COMMITTEE AND PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, THE FINAL FORM 990, EXCLUDING SCHEDULE B TO HONOR DONOR CONFIDENTIALITY, SHALL BE TRANSMITTED TO ALL BOARD MEMBERS. THE MOST EXPEDITIOUS METHOD OF TRANSMISSION, WHETHER IN PAPER FORM OR ELECTRONIC WILL BE DETERMINED IN THE DISCRETION OF THE UNIVERSITY ADMINISTRATION. THIS RETURN WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE ON 4/10/19 AND UPON APPROVAL WAS POSTED ELECTRONICALLY FOR FULL BOARD REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY FOR THE DISCLOSURE OF EXISTING OR POTENTIAL CONFLICTS OF INTEREST, SHALL BE ADMINISTERED IN THE FOLLOWING MANNER: 1. CURRENT AND CERTAIN FORMER DIRECTORS, OFFICERS, AND KEY EMPLOYEES SHALL ANNUALLY RECEIVE A COPY OF THE POLICY STATEMENT ON CONFLICTS OF INTEREST AND BE ASKED TO COMPLETE A QUESTIONNAIRE AS TO THEIR INTERESTS. THE BOARD CHAIR AND THE PRESIDENT SHALL HAVE DISCRETION TO APPLY THIS REQUIREMENT TO OTHER EMPLOYEES (SUCH AS EMPLOYEES WITH SIGNIFICANT PROCUREMENT RESPONSIBILITIES). 2. ANY EXISTING OR POTENTIAL CONFLICT OF INTEREST ON THE PART OF A DIRECTOR IS TO BE DISCLOSED TO THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD. THE CHAIR OF THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE BOARD CHAIR, THE PRESIDENT, AND THE GENERAL COUNSEL, WILL DISCUSS WITH THE DIRECTOR OPTIONS FOR RESOLVING THE CONFLICT. A CONFLICT OF INTEREST MAY BE WAIVED IF THE CHAIR OF THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE BOARD CHAIR, THE PRESIDENT, AND THE GENERAL COUNSEL, DETERMINES THAT THE TRANSACTION OR CIRCUMSTANCE IS IN THE BEST INTERESTS OF THE UNIVERSITY. WHETHER OR NOT A CONFLICT IS WAIVED, A DIRECTOR WHO HAS AN EXISTING OR POTENTIAL CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, NOR SHOULD THE DIRECTOR BE COUNTED IN DETERMINING A QUORUM, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF ANY MEETING SHOULD REFLECT THAT THE DIRECTOR DISCLOSED THE CONFLICT, ABSTAINED FROM VOTING, AND THAT A QUORUM EXISTED EVEN THOUGH THE DIRECTOR IS NOT COUNTED TOWARD THAT QUORUM. THIS REQUIREMENT DOES NOT PREVENT A DIRECTOR FROM STATING HIS OR HER POSITION ON THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS OF OTHER DIRECTORS WHERE THE DIRECTOR'S KNOWLEDGE MAY ASSIST THE OTHER DIRECTORS. 3. ANY EXISTING OR POTENTIAL CONFLICT OF INTEREST ON THE PART OF AN OFFICER, KEY EMPLOYEE, OR OTHER DESIGNATED EMPLOYEE IS TO BE DISCLOSED TO THE GENERAL COUNSEL AND BROUGHT TO THE ATTENTION OF THE PRESIDENT. THE GENERAL COUNSEL, IN CONSULTATION WITH THE PRESIDENT, WILL DISCUSS WITH THE OFFICER OR EMPLOYEE OPTIONS FOR RESOLVING THE CONFLICT. A CONFLICT OF INTEREST MAY BE WAIVED IF THE GENERAL COUNSEL, IN CONSULTATION WITH THE PRESIDENT, DETERMINES THAT THE TRANSACTION OR CIRCUMSTANCE IS IN THE BEST INTERESTS OF THE UNIVERSITY. THE GENERAL COUNSEL SHALL REPORT TO THE GOVERNANCE COMMITTEE ANY CONFLICTS OF INTEREST AND THE RESOLUTION OR WAIVER OF SAME. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR AN ANNUAL REVIEW OF COMPENSATION FOR COMPENSATED OFFICERS AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. THE REVIEW WAS LAST UNDERTAKEN ON OCTOBER 27, 2018. INFORMATION FROM OUTSIDE CONSULTANTS AS WELL AS PEER AND INDUSTRY DATA WAS REVIEWED TO DETERMINE EQUITABLE, COMPETITIVE COMPENSATION PACKAGES. FORM 990, PART VI, SECTION B, LINE 15B THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR AN ANNUAL REVIEW OF COMPENSATION FOR COMPENSATED OFFICERS AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. THE REVIEW WAS LAST UNDERTAKEN ON OCTOBER 27, 2018. INFORMATION FROM OUTSIDE CONSULTANTS AS WELL AS PEER AND INDUSTRY DATA WAS REVIEWED TO DETERMINE EQUITABLE, COMPETITIVE COMPENSATION PACKAGES. FORM 990, PART VI, SECTION C, LINE 19 VALPARAISO UNIVERSITY CURRENTLY DOES NOT PROVIDE GOVERNING DOCUMENTS OR THE CONFLICT OF INTEREST POLICY TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE OBTAINED FROM THE OFFICE OF THE SENIOR VICE PRESIDENT FOR FINANCE AND TREASURER OF THE BOARD. PART X CERTAIN RECLASSIFICATIONS HAVE BEEN MADE TO THE 2016 FINANCIAL STATEMENTS TO CONFORM TO THE 2017 FINANCIAL STATEMENT PRESENTATION. THE RECLASSIFICATIONS WERE A RESULT OF THE ADOPTION OF ASU 2015-03, 'INTEREST - IMPUTATION OF INTEREST (SUBTOPIC 835-30): SIMPLIFYING THE PRESENTATION OF DEBT ISSUANCE COSTS.' THE RECLASSIFICATIONS WERE DEEMED TO BE IMMATERIAL AND HAD NO EFFECT ON THE CHANGE IN NET ASSETS. THESE HAVE BEEN RECORDED APPROPRIATELY ON PART X. PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 69,074 CHANGE IN DISCOUNT & ALLOWANCE $ 379,286 TOTAL $ 448,360 SCHEDULE B FORM 990 SCHEDULE OF CONTRIBUTORS IS NOT SUBJECT TO PUBLIC DISCLOSURE PURSUANT TO THE UNITED STATES FREEDOM OF INFORMATION ACT. 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