2019-04-01T08:15:50-05:00 2018-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2017-07-01 340714687 UNIVERSITY OF MOUNT UNION % PATRICK D HEDDLESTON UNIV 3308236572 1972 CLARK AVE ALLIANCE OH 44601 PATRICK D HEDDLESTON VP FOR BUS. AFFAIRS 3308236572 2018-11-15 true Lauren R Denton P01571860 2604604000 167.68.126.162 35027420190915000006 2019-04-01 P 6A058C39C26708164050AFBA326B16431F08E27A CA4D4D82627664C21956C83B295B0094B3C05049 2017 2019-02-21 02:37:17Z PATRICK D HEDDLESTON 1972 CLARK AVE ALLIANCE OH 44601 98444257 false X WWW.MOUNTUNION.EDU X 1846 OH WITH 59 UNDERGRAD MAJORS AND 57 MINORS TO CHOOSE FROM, AS WELL AS MASTER'S AND DOCTORATE PROGRAMS, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK. 30 30 1727 216 138108 58922 5203216 5823892 77657402 78442902 5108399 5966555 63385 78402 88032402 90311751 29225556 29950759 0 0 33349547 33766981 0 18000 1983532 24104672 23806917 86679775 87542657 1352627 2769094 297398240 301480964 38139712 37764177 259258528 263716787 X THE UNIVERSITY AFFIRMS THE INSTITUTION'S MISSION TO PREPARE STUDENTS FOR FULFILLING LIVES, MEANINGFUL WORK AND RESPONSIBLE CITIZENSHIP. WITH 59 MAJORS AND 57 MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION. false false 64280975 29950759 64469410 THE LARGEST PROGRAM SERVICE IS UNDERGRADUATE AND GRADUATE EDUCATION. BACHELOR'S DEGREES IN ARTS, MUSIC, MUSIC EDUCATION AND SCIENCE ARE OFFERED. THERE ARE 59 UNDERGRADUATE MAJORS INCLUDING BUSINESS ADMINISTRATION, EDUCATION AND SPORTS BUSINESS. MASTER'S DEGREES IN PHYSICIAN ASSISTANT STUDIES AND EDUCATIONAL LEADERSHIP AS WELL AS A DOCTORATE IN PHYSICAL THERAPY ARE ALL OFFERED. THE TOTAL ENROLLMENT FOR FALL 2017 WAS 2,257 STUDENTS. 10845144 13354284 AUXILIARY SERVICES IS ONE OF THE LARGEST PROGRAM SERVICES WHICH INCLUDES HOUSING STUDENTS AND PROVIDING CONTRACTED FOOD SERVICES. MOUNT UNION ALSO OWNS AND OPERATES A BOOKSTORE WHICH PROVIDES BOOKS AND APPAREL FOR STUDENTS. 3029619 619208 INTERCOLLEGIATE ATHLETICS IS A PROGRAM SERVICE THAT IS OFFERED TO OUR STUDENTS. THE UNIVERSITY HAS 23 DIFFERENT MEN'S AND WOMEN'S TEAMS AVAILABLE UNDER THE AUTHORITY OF THE NCAA DIVISION III. IN THE 2017 YEAR, 783 STUDENTS COMPETED IN AT LEAST ONE SPORT AND THE UNIVERSITY HAS A STEEP TRADITION IN THE OHIO ATHLETIC CONFERENCE, THE THIRD OLDEST ATHLETIC CONFERENCE IN THE COUNTRY. MANY OF OUR ATHLETIC TEAMS ARE VERY COMPETITIVE, BOTH WITHIN THE OAC AND ON A NATIONAL STAGE. PROGRAM EXPENSES WITHIN INTERCOLLEGIATE ATHLETICS REPRESENTS COMPENSATION FOR COACHES AND TEAM EXPENSES, WHILE REVENUE ONLY ENCOMPASSES TICKET SALES. AS A DIVISION III SCHOOL, MOUNT UNION OFFERS NO ATHLETIC SCHOLARSHIPS, ALLOWING OUR STUDENTS TO PARTICIPATE IN INTERCOLLEGIATE ATHLETICS AS AN EXTENSION OF THEIR OVERALL LIVING AND LEARNING EXPERIENCE. 78155738 true true false false false false false false false true true false false false true false true false true false true false false true false true false false true true true false false false false false false true false false false true false false false true true false false false true 194 0 1727 true true true false false false false true true false false false false X 30 30 false false false false false false false true true false false true true true true true true true true false AK AZ MA NH OH WA X PATRICK D HEDDLESTON 3308236572 1972 CLARK AVE ALLIANCE OH 44601 HEIDI K BARTHOLOMEW TRUSTEE 1.0 0.0 X 0 0 0 VICTOR J BOSCHINI TRUSTEE 1.0 0.0 X 0 0 0 BRADLEY D CARMAN TRUSTEE 1.0 0.0 X 0 0 0 KENNETH W CHALKER TRUSTEE 1.0 0.0 X 0 0 0 P ROGER CLAY TRUSTEE 1.0 0.0 X 0 0 0 JAMES E COSTANZO TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW G DARRAH TRUSTEE VICE CHAIR 1.0 0.0 X X 0 0 0 RICHARD L DRAKE TRUSTEE 1.0 0.0 X 0 0 0 JOHN J FLYNN TRUSTEE 1.0 0.0 X 0 0 0 SUZAN GORIS TRUSTEE 1.0 0.0 X 0 0 0 ALLEN E GREEN TRUSTEE BOARD CHAIR 1.0 0.0 X X 0 0 0 FRED J HAUPT TRUSTEE 1.0 0.0 X 0 0 0 NANCY HILL TRUSTEE 1.0 0.0 X 0 0 0 W MICHAEL JARRETT TRUSTEE 1.0 0.0 X 0 0 0 CHAD V JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 DWIGHT S JORDAN TRUSTEE 1.0 0.0 X 0 0 0 DANIEL R KELLER TRUSTEE 1.0 0.0 X 0 0 0 ROBERT A KERR TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM G KROCHTA TRUSTEE 1.0 0.0 X 0 0 0 APRIL C MASON TRUSTEE 1.0 0.0 X 0 0 0 VANITA OELSCHLAGER TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL A PARNELL TRUSTEE 1.0 0.0 X 0 0 0 JOHN F PETERS TRUSTEE 1.0 0.0 X 0 0 0 JOEL L SASSA TRUSTEE 1.0 0.0 X 0 0 0 GRETCHEN L SCHULER TRUSTEE 1.0 0.0 X 0 0 0 LARRY D SHINN TRUSTEE 1.0 0.0 X 0 0 0 MARCUS L SMITH TRUSTEE 1.0 0.0 X 0 0 0 LAURENCE E TALLEY TRUSTEE 1.0 0.0 X 0 0 0 C REGGIE THOMAS TRUSTEE 1.0 0.0 X 0 0 0 SANDRA L THOMAS TRUSTEE 1.0 0.0 X 0 0 0 GREGORY KING VP FOR UNIVERSITY ADVANCEMENT 40.0 0.0 X 190909 0 26440 MICHELLE SUNDSTROM VP FOR ENROLLMENT SERVICES 40.0 0.0 X 137232 0 28827 PATRICK HEDDLESTON VP FOR BUSINESS AFFAIRS 40.0 0.0 X 189490 0 42049 JEFFREY BREESE VP FOR ACADEMIC AFFAIRS 40.0 0.0 X 91725 0 40013 JOHN FRAZIER VP FOR STUDENT AFFAIRS 40.0 0.0 X 153445 0 16431 MELISSA GARDNER VICE PRESIDENT FOR MARKETING 40.0 0.0 X 95622 0 26175 WILLIAM MERRIMAN PRESIDENT 40.0 0.0 X 282455 0 126215 LARRY KEHRES ATHLETIC DIRECTOR 40.0 0.0 X 203056 0 29057 OSAMA JADAAN PROFESSOR, ENGINEERING 40.0 0.0 X 150434 0 30592 ROBERT FRAMPTON ASSOCIATE PROF. PHYS. THERAPY 40.0 0.0 X 120445 0 30778 NEZAM AL-NSAIR PROFESSOR, NURSING 40.0 0.0 X 129048 0 13253 RONALD CROWL ASSOCIATE VP FOR PLANNING 40.0 0.0 X 118650 0 12213 BETSY EKEY ASSOCIATE PROF. PHYS. ASST. 40.0 0.0 X 116475 0 11996 1978986 0 434039 21 false true false BROOKLYN UNITED 20 JAY STREET SUITE 402 BROOKLYN NY 11201 CONSULTING 164438 RUFFALO CODY HOLDINGS LLC P O BOX 718 DES MOINES IA 50303 CONSULTING 204357 TWGPLUS 4330 GAINES RANCH LOOP SUITE 220 AUSTIN TX 78735 CONSULTING 129532 3 154160 5669732 904887 5823892 STUDENT TUITION 611710 64221600 64221600 DORMITORIES 611710 7351608 7351608 FOOD SERVICE 611710 4682474 4682474 BOOK STORE SALES 451110 1153746 1034609 119137 RENTAL/HOUSING 611710 116019 116019 917455 898484 18971 78442902 2407881 2407881 0 18818 18818 44610 44610 0 44610 44610 11681814 8123140 3558674 3558674 3558674 0 0 0 24340 9366 14974 14974 0 0 0 0 90311751 78304794 138108 6044957 0 29950759 29950759 0 0 1805462 953146 437024 415292 0 24485205 21739646 2150705 594854 2150142 1666778 413183 70181 3491917 2877249 441690 172978 1834255 1539168 216922 78165 0 285103 105378 179725 78341 78341 0 18000 18000 0 3424253 2916472 507781 0 309860 284888 1796 23176 3649715 3153494 347741 148480 1767546 1411210 356336 0 3714403 3002326 712077 1597099 1342049 116248 138802 0 579764 353029 108980 117755 960976 736773 224203 0 5461755 4649165 703955 108635 278098 278098 DUES & MEMBERSHIPS 317978 147812 127773 42393 EQUIPMENT 731739 729364 1898 477 CATERING EXPENSE 297290 185531 58579 53180 COLLECTION EXPENSE 193700 193700 159297 133403 24730 1164 87542657 78155738 7403387 1983532 4239 3927 23534090 21502536 2006504 2609360 1400366 1734191 0 0 0 0 3290264 3257689 324677 278422 0 0 236327872 89802415 148817384 146525457 95611492 100338762 10129850 12767778 0 0 0 0 12279374 12462842 297398240 301480964 6557809 7893424 0 0 3155013 2758899 21755252 20770715 0 0 0 0 0 0 3704179 2860439 2967459 3480700 38139712 37764177 X 123993902 124650691 67421421 69590617 67843205 69475479 259258528 263716787 297398240 301480964 X 2769094 1460714 228451 X false true X true true true X false false 132759704 1416808 7616427 2250841 3649159 135892939 122871421 1809746 14078537 2267493 3732507 132759704 132648757 1045789 -4773125 2277248 3772752 122871421 136177125 1868429 403203 2090623 3709377 132648757 124860444 -1020763 18017444 1979068 3700932 136177125 0.51000 0.49000 false false 23500086 23500086 191423046 72694493 118728553 19594037 17107922 2486115 1810703 1810703 146525457 0 DEPOSIT AND OTHER 1904778 ANNUITY OBLIGATIONS 1575922 3480700 62063095 1460714 241389 1702103 60360992 29950759 29950759 90311751 57630326 38428 38428 57591898 29950759 29950759 87542657 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE HELD IN PERPETUITY FOR THE PURPOSES OF ANNUALLY PROVIDING A PERCENTAGE OF THEIR VALUE AS SCHOLARSHIPS, PROFESSORSHIPS, FACILITIES, PRIZES AND ACADEMIC PROGRAMS. 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. PART XI, LINE 2D Gaming Expense 9,366 Change in Value of Split-Interest Agreements 202,961 Fundraising Expense 29,062 Total: 241,389 Part XI, Line 4B Financial Aid 29,950,759 PART XII, LINE 2D Gaming Expense 9,366 Fundraising Expense 29,062 Total: 38,428 Part XII, Line 4B Financial Aid 29,950,759 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE POLICY REQUIREMENT IS MET BY INCLUDING A STATEMENT ON ALL PUBLICATIONS AND ADVERTISING. A NONDISCRIMINATORY STATEMENT IS ALSO AVAILABLE ON THE WEBSITE. SCHEDULE E, PART I, LINE 6A THE UNIVERSITY OF MOUNT UNION RECEIVES FEDERAL PELL GRANTS, TEACH GRANTS, SEOG, CWSP, AND FEDERAL PERKINS LOANS FROM THE DEPARTMENT OF EDUCATION. East Asia and the Pacific Program Services EDUCATIONAL ACTIVITIES 1480 South America Program Services EDUCATIONAL ACTIVITIES 18 North America Program Services EDUCATIONAL ACTIVITIES 7185 Central America and the Caribbean Program Services EDUCATIONAL ACTIVITIES 14029 Europe (Including Iceland and Greenland) Program Services EDUCATIONAL ACTIVITIES 33841 Central America and the Caribbean Program Services 13578 70131 70131 false false true true true false X X X X X X true AMPLO CONSULTING false 201743 18000 175029 201743 18000 175029 AL AK AZ AR CA CO CT DC FL HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV false false 24340 2650 5075 1641 true 1.00000 24340 2650 5075 1641 9366 14974 OH false THIS WAS A REVERSE RAFFLE/SILENT AUCTION EVENT. PER LEGAL RECOMMENDATION, STATE LICENSE WAS NOT REQUIRED. false false false 1.00000 TIFFANY HOGYA 1972 CLARK AVE ALLIANCE OH 44601 false TIFFANY HOGYA RECORDKEEPING, MONEY COUNTING, FINDING VOLUNTEERS X false true SCHOLARSHIP/FINANCIAL AID 2234 29950759 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS TO U.S. AFTER A STUDENT HAS BEEN ACCEPTED TO THE UNIVERSITY OF MOUNT UNION, THEY MUST FILE A FAFSA. MOUNT UNION CONSIDERS ACADEMIC SCHOLARSHIPS, OUTSIDE SCHOLARSHIPS, FEDERAL GRANTS AND STATE ELIGIBILITY IN THAT RESPECTIVE ORDER. IF THE STUDENT NEEDS FURTHER ASSISTANCE, THE COLLEGE OFFERS FEDERAL LOANS, COLLEGE GRANTS AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID BASED ON NEED IS AWARDED ON FAFSA CALCULATIONS AND THE RESULTING FINANCIAL AID THAT IS TO BE MET. ACADEMIC SCHOLARSHIPS ARE AWARDED BASED ON HIGH SCHOOL GPA, CLASS RANK AND STANDARD TEST SCORES. NEED-BASED GRANTS CAN BE ALLOCATED TO RETURNING STUDENTS BASED ON PREVIOUS YEARS AS LONG AS FINANCIAL NEED IS STILL PRESENT. ACADEMIC SCHOLARSHIPS CONTINUE BASED ON THE STUDENT'S CUMULATIVE GPA AT THE END OF THE YEAR. X X true true X X X X X X false true false false false false false false false GREGORY KING VP FOR UNIVERSITY ADVANCEMENT 181670 0 0 0 9239 0 18705 0 7735 0 217349 0 MICHELLE SUNDSTROM VP FOR ENROLLMENT SERVICES 137232 0 0 0 0 0 13365 0 15462 0 166059 0 PATRICK HEDDLESTON VP FOR BUSINESS AFFAIRS 189490 0 0 0 0 0 20005 0 22044 0 231539 0 JOHN FRAZIER VP FOR STUDENT AFFAIRS 153445 0 0 0 0 0 15413 0 1018 0 169876 0 WILLIAM MERRIMAN PRESIDENT 279285 0 0 0 3170 0 60333 0 65882 0 408670 0 OSAMA JADAAN PROFESSOR, ENGINEERING 111835 0 0 0 38599 0 15830 0 14762 0 181026 0 ROBERT FRAMPTON ASSOCIATE PROF. PHYS. THERAPY 96395 0 0 0 24050 0 13116 0 17662 0 151223 0 LARRY KEHRES ATHLETIC DIRECTOR 203056 0 0 0 0 0 20702 0 8355 0 232113 0 SCHEDULE J, PART I, LINE 1A THE PRESIDENT AND THE VP OF ADVANCEMENT HAVE COUNTRY CLUB DUES PAID BY THE UNIVERSITY FOR BUSINESS ENTERTAINMENT PURPOSES. THE DUES IN COLUMN III ARE TAXABLE FOR PERSONAL USE. USAGE IS DOCUMENTED TO DETERMINE THE PERSONAL VERSUS BUSINESS USE. HOUSING FOR THE PRESIDENT IS PROVIDED BY THE UNIVERSITY AND REQUIRED BY CONTRACT. THE RESIDENCE IS CONTIGUOUS TO THE CAMPUS, THE PRESIDENT IS REQUIRED TO LIVE THERE AND IS REQUIRED TO CONDUCT UNIVERSITY-RELATED BUSINESS THERE PER HIS CONTRACT. DUE TO CODE SECTION 117 EXCLUSION, THIS AMOUNT IS NOT INCLUDED IN TAXABLE INCOME. THE VALUE OF THIS HOUSING TOTALS $25,000 AND IS INCLUDED IN COLUMN D ON PT. II. SCHEDULE J, PART I, QUESTION 4 COLUMN C ON PT. II FOR PRESIDENT MERRIMAN INCLUDES DEFERRED COMPENSATION OF $33,333 AND PAYMENTS INTO A 403(B) AND 457(F) PLAN ESTABLISHED BY THE UNIVERSITY. SCHEDULE J, PART II THE NONTAXABLE BENEFITS FOR MELISSA GARDNER, PRESIDENT MERRIMAN, AND PATRICK HEDDLESTON IN COLUMN (D) INCLUDE TUITION ASSISTANCE IN THE AMOUNTS OF $3,159, $15,180, AND $8,150 RESPECTIVELY. A STATE OF OHIO HIGHER EDUCATION FACILITY 346849674 67756A2G6 2010-07-26 11204308 STUDENT RESIDENCE RENOVATION false false false B STATE OF OHIO HIGHER EDUCATION FACILITY 346849674 2017-02-14 12025000 REFUNDING OF 2006 BONDS false false false A 1679308 0 11216494 825727 0 0 216900 0 169720 10004648 0 0 2011 false false true true B 779284 0 12025000 0 160000 0 0 0 0 0 11865000 0 2008 true false true true A false false false false 0 false false false true B false false false false 0 false false false true A true false false 0 false 0 true B false false true true true false 0 false 0 true A true B true PART IV, LINE 2c JULY 29, 2015 26489 SCHOLARSHIP SCHOLARSHIP X 33 890587 AVERAGE STOCK COST X PIANO 1 14300 APPRAISAL 2 false true false FORM 990, PART VI, SECTION B, LINE 11B REVIEW IS CONDUCTED BY FINANCE, COMPENSATION AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES DURING A JOINT MEETING BEFORE THE 990 IS FILED. AFTER THIS REVIEW, A COPY OF THE FORM IS PROVIDED TO ALL BOARD MEMBERS AND THEN SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH UNIVERSITY POLICY ON CONFLICT OF INTEREST IS CONDUCTED BY THE AUDIT COMMITTEE. EVERY TRUSTEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. TRUSTEES ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN ANY TRANSACTION FOR THE UNIVERSITY THAT INVOLVES THEMSELVES OR MEMBERS OF THEIR IMMEDIATE FAMILIES. A SUMMARY OF ALL THE ANSWERS FROM THE QUESTIONNAIRE IS SENT TO MEMBERS OF THE AUDIT COMMITTEE FOR REVIEW AND ANY RELATIONSHIPS ARE ASSESSED TO ENSURE THEY ARE IN COMPLIANCE WITH THE POLICY. POTENTIAL MATTERS UNDER THE POLICY ARE ESCALATED AND REVIEWED BY THE CHAIR OF THE COMMITTEE AND THE PRESIDENT, AS WELL AS LEGAL COUNSEL IF NECESSARY. TRUSTEES WITH ANY DISCLOSED CONFLICT MUST REFRAIN FROM USING PERSONAL INFLUENCE IN THE MATTER AND WILL RECUSE THEMSELVES FROM ANY DISCUSSIONS AND/OR VOTING ON THE MATTER. THE BOARD OF TRUSTEES, AFTER EXERCISING ITS BUSINESS JUDGMENT AND DISCRETION, WILL MAKE A DETERMINATION IF THE TRANSACTION IS REASONABLE, FAIR AND CONSISTENT WITH UNIVERSITY PRACTICES. FORM 990, PART VI, SECTION B, LINE 15A AND 15B THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE THAT REVIEWS A COMPENSATION COMPARATIVE OF OTHER OHIO ATHLETIC CONFERENCE (OAC) SCHOOLS AS WELL AS A LIST OF 24 COMPETITOR INSTITUTIONS TO EVALUATE THE SALARY OF THE PRESIDENT AND VICE PRESIDENTS. THE RESULTS ARE REVIEWED BY THE COMPENSATION COMMITTEE, APPROVED BY THE EXECUTIVE COMMITTEE AND DISCLOSED TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 202,961 CHANGE IN VALUE OF INTEREST RATE SWAP 25,490 TOTAL: 228,451 RAIDERS CORNER LLC 1972 CLARK AVE ALLIANCE OH 44601 340714687 RENTAL OH 105497 1907913 MOUNT UNION RAIDERS PENN LLC 1972 CLARK AVE ALLIANCE OH 44601 340714687 REAL ESTATE OH 340125 MOUNT UNION CHARITABLE REMAINDER TRUSTS (15) 1972 CLARK AVE ALLIANCE OH 44601 CHARITABLE TR OH TRUST false false false false false false false false false false false false false false false false false false false false