UNIVERSITY OF INDIANAPOLIS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF INDIANAPOLIS (EIN 35-0868107)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-09
IRS object ID
201921299349301657
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-09T11:01:20-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1750 N St Paul Suite 850AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868107EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of IndianapolisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone8002328634PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 E Hanna AvenueAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46227ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJodi PurteePersonNm
Person TitleAsso VP, Controller, Asst TreasurerPersonTitleTxt
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJackie CoburnPreparerPersonNm
PTINP00244301PTIN
Phone2147775200PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robert L ManuelBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 E Hanna AvenueAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46227ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$175,208,068GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UINDY.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1902FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionThe mission of the University of Indianapolis is to prepare its graduates for effective membership in the societies in which they live and serve, and for excellence and leadership in their lives.ActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee2690TotalEmployeeCnt
Total Volunteers800TotalVolunteersCnt
Total Gross UBI$32,400TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,484,271PYContributionsGrantsAmt
CY Contributions Grants$10,875,405CYContributionsGrantsAmt
PY Program Service Revenue$143,844,375PYProgramServiceRevenueAmt
CY Program Service Revenue$155,735,491CYProgramServiceRevenueAmt
PY Investment Income$6,163,202PYInvestmentIncomeAmt
CY Investment Income$2,397,421CYInvestmentIncomeAmt
PY Other Revenue$1,032,419PYOtherRevenueAmt
CY Other Revenue$983,436CYOtherRevenueAmt
PY Total Revenue$163,524,267PYTotalRevenueAmt
CY Total Revenue$169,991,753CYTotalRevenueAmt
PY Grants And Similar Paid$46,021,365PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$52,510,380CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$64,706,970PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$72,097,246CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,170,056CYTotalFundraisingExpenseAmt
PY Other Expenses$47,531,057PYOtherExpensesAmt
CY Other Expenses$47,203,134CYOtherExpensesAmt
PY Total Expenses$158,259,392PYTotalExpensesAmt
CY Total Expenses$171,810,760CYTotalExpensesAmt
PY Revenues Less Expenses$5,264,875PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,819,007CYRevenuesLessExpensesAmt
Total Assets BOY$230,156,035TotalAssetsBOYAmt
Total Assets EOY$233,943,942TotalAssetsEOYAmt
Total Liabilities BOY$89,494,953TotalLiabilitiesBOYAmt
Total Liabilities EOY$87,254,908TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$140,661,082NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$146,689,034NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe mission of the University of Indianapolis is to prepare its graduates for effective, responsible, and articulate membership in the complex societies in which they live and serve, and for excellence and leadership in their personal and professional lives.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$103,100,337ExpenseAmt
Grant$52,510,380GrantAmt
Revenue$137,989,109RevenueAmt
DescWITH 5,800 STUDENTS, THE UNIVERSITY OF INDIANAPOLIS (UINDY) AWARDS MORE DOCTORAL DEGREES THAN ALL BUT FOUR OF THE LARGEST UNIVERSITIES IN INDIANA. UINDY PRODUCES MORE PHYSICAL THERAPISTS, OCCUPATIONAL THERAPISTS, AND CLINICAL PSYCHOLOGISTS THAN ANY OTHER UNIVERSITY IN THE STATE. UINDY HAS A STUDENT-TO-FACULTY RATIO OF 12 TO 1 AND AN AVERAGE CLASS SIZE OF 17 STUDENTS. (SEE SCHEDULE O)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$24,902,748ExpenseAmt
DescTHE UNIVERSITY OF INDIANAPOLIS IS DEDICATED TO THE TOTAL DEVELOPMENT OF THE INDIVIDUAL AND THEREFORE PROVIDES ACADEMIC, CAREER, ATHLETIC, PERSONAL, MENTAL HEALTH, AND SPIRITUAL COUNSELING FOR THOSE WHO SEEK IT. THE GOAL OF EACH OF THESE PROGRAMS IS FOR THE STUDENT TO BECOME SELF-SUFFICIENT AND SELF-DIRECTED. THE UNIVERSITY ALSO PROVIDES PROGRAMS DESIGNED TO ENHANCE THE ACADEMIC PROGRAM OR TO ADDRESS THE NEEDS OF SPECIAL GROUPS OF STUDENTS. THE SERVICES OF THESE PROGRAMS ARE AVAILABLE TO STUDENTS ON REQUEST.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,007,703ExpenseAmt
DescACADEMIC SUPPORT INCLUDES THE SERVICES REQUIRED TO SUPPORT THE INSTRUCTIONAL ACTIVITIES OF THE UNIVERSITY INCLUDING: LIBRARY, ACADEMIC COMPUTING SERVICES, FACULTY DEVELOPMENT AND SUPPORT, AUDIO VISUAL SERVICES, AND THE TV AND RADIO STATIONS USED BY STUDENTS FOR ACADEMIC PURPOSES. STUDENT SUPPORT IN THE FORM OF TUTORING, LEARNING LABS, AND FOR LEARNING DISABILITIES IS ALSO PROVIDED.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$14,769,463ExpenseAmt
Revenue$18,175,245RevenueAmt
DescCOMMUNITY SERVICES IS THE PUBLIC SERVICE ARM OF THE UNIVERSITY, IT CONSISTS OF PROVIDING SERVICE TO THE COMMUNITY AT LARGE, ESPECIALLY PROVIDING SERVICES FOR THE AGING THROUGH THE CENTER FOR AGING AND COMMUNITY. THROUGH GRANT AND CONTRACTS WITH THE STATE AND PRIVATE AGENCIES, ASSISTANCE AND TRAINING IS PROVIDED FOR THE AGING BOTH IN QUALITY OF LIVING AND STAYING ENGAGED IN THE WORKFORCE. AUXILIARY SERVICES CONSIST MAINLY OF THE HOUSING AND DINING FACILITIES THAT SERVE STUDENTS ON CAMPUS. THE MAIN FUNCTION IS TO PROVIDE A HEALTHY AND PLEASANT ENVIRONMENT TO ENHANCE THE STUDENTS' ACADEMIC AND SOCIAL NEEDS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$14,769,463TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$18,175,245TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$152,780,251TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document8051IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2690EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryGRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jodi PurteeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3177912563PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 E HANNA AVEAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46227ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Robert L Manuel
President & Trustee40.02.0Yes (X)Yes (X)$471,909$0$61,942
Yvonne Shaheen
Chair of Board, Chair of Executive Committee1.0Yes (X)Yes (X)$0$0$0
Stephen Fry
Vice Chair of Board1.0Yes (X)Yes (X)$0$0$0
Phillip Terry
Secretary, Chair: Risk and Compliance1.0Yes (X)Yes (X)$0$0$0
Christopher Doehring
trustee1.0Yes (X)$0$0$0
Dennis Reinbold
trustee1.0Yes (X)$0$0$0
David Resnick
Trustee, Chair: Audit Subcommittee1.0Yes (X)$0$0$0
Polly Horton Hix
trustee1.0Yes (X)$0$0$0
Charles Johnston
trustee1.0Yes (X)$0$0$0
Michael Watkins
trustee1.0Yes (X)$0$0$0
David Sease
trustee1.0Yes (X)$0$0$0
Larry Thompson
trustee1.0Yes (X)$0$0$0
Vicki Perry
Trustee & Chair: Campus Life1.0Yes (X)$0$0$0
Kevin Armstrong
trustee1.0Yes (X)$0$0$0
Carolyn Coleman
Trustee1.0Yes (X)$0$0$0
Murvin Enders
trustee1.0Yes (X)$0$0$0
William Kiesel
trustee1.0Yes (X)$0$0$0
Emmanuel Harris
trustee1.0Yes (X)$0$0$0
Richard Stierwalt
Trustee & Chair: Fin Committee1.0Yes (X)$0$0$0
Ersal Ozdemir
trustee1.0Yes (X)$0$0$0
Adolf Hansen
trustee1.0Yes (X)$0$0$0
Barry Howard
Trustee1.0Yes (X)$0$0$0
Gregory Corsaro
Trustee1.0Yes (X)$0$0$0
Laura Strain
Trustee1.0Yes (X)$0$0$0
Thomas Martin
Trustee1.0Yes (X)$0$0$0
John Adams
Trustee1.0Yes (X)$0$0$0
Jim Terwilliger
Trustee1.0Yes (X)$0$0$0
Ken Loyd
Trustee1.0Yes (X)$0$0$0
Deborah Daniels
trustee1.0Yes (X)$0$0$0
Sue Anne Gilroy
Trustee & Chair: Advancement1.0Yes (X)$0$0$0
Ed Qualls
Trustee1.0Yes (X)$0$0$0
Linda Dillman
Trustee1.0Yes (X)$0$0$0
Bishop Julius Trimble
Trustee1.0Yes (X)$0$0$0
Pam Qualls
Trustee1.0Yes (X)$0$0$0
Michael McCarty
Trustee1.0Yes (X)$0$0$0
Anita Samuel
Trustee1.0Yes (X)$0$0$0
John Myrland
Trustee - Until Sept. 20171.0Yes (X)$0$0$0
Charles Garcia
Trustee - Until Sept. 20171.0Yes (X)$0$0$0
Amber (Stearns) Denny
Trustee - Until Sept. 20171.0Yes (X)$0$0$0
Michael Holstein
Vice President, Treasurer , CFO40.0Yes (X)$239,500$0$48,895
Andrea Newsom
Secretary & Vice President, General Counsel40.0Yes (X)$162,475$0$23,514
Mark Weigand
VP Enrollment and Student Services40.0$225,958$0$33,319Yes (X)
Stephen Kolison
Executive Vice President & Provost40.0$165,416$0$23,932Yes (X)
Mary Moore
VP Institutional Planning and Research40.0$191,264$0$30,473Yes (X)
Jeanette DeDiemar
Vice President Communications & Marketing40.0$171,720$0$32,341Yes (X)
Matthew Will
Associate Professor School of Business40.0$165,854$0$13,724Yes (X)
Christopher Molloy
VP University Advancement40.0$232,356$0$45,178Yes (X)
Sue Willey
VP for Intercollegiate Athletics40.0$162,795$0$25,911Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,189,247TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$339,229TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K51IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
QUEST FOOD MANAGEMENT SERVICES
2500 S HIGHLAND AVESTE 250LOMBARDIL601487100OUTSOURCED FOOD SERVICES$6,276,515
WILLIAMS RANDALL MARKETING
641 OHIO STTERRE HAUTEIN478073530MARKETING SERVICES$1,017,081
FAWILHELM CONSTRUCTION CO
3914 PROSPECT STINDIANAPOLISIN46203CONSTRUCTION SERVICES$817,158
ONE SIXTY OVER NINETY LLC
510 WALNUT STFL 19PHILADELPHIAPA191063613WEBSITE DEVELOPMENT SERVICES$574,802
AAA ROOFING
910 HIGHLAND AVEIndianapolisIN46202CONSTRUCTION SERVICES$473,511
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
Fundraising$42,925FundraisingAmt
Government Grants$2,229,199GovernmentGrantsAmt
All Other Contributions$8,603,281AllOtherContributionsAmt
Noncash Contributions$335,455NoncashContributionsAmt
Total Contributions$10,875,405TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition & fees611600$136,504,015$136,504,015
Auxiliary services611710$18,175,245$18,161,500$13,745
Non-Academic Offerings611710$895,462$895,462
Course Fees611600$160,769$160,769

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$155,735,491TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,315,196TotalRevenueColumnAmt
Unrelated Business Revenue$36UnrelatedBusinessRevenueAmt
Exclusion$2,315,160ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,088,374RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$365,283RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$723,091RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$723,091TotalRevenueColumnAmt
Unrelated Business Revenue-$119,531UnrelatedBusinessRevenueAmt
Exclusion$842,622ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,893,640SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,132,143SecuritiesAmt
Other$679,272OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$761,497SecuritiesAmt
Other-$679,272OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,225TotalRevenueColumnAmt
Exclusion$82,225ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$31,868FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$42,925ContriRptFundraisingEventAmt
Fundraising Direct Expenses$39,617FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,749TotalRevenueColumnAmt
Exclusion-$7,749ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tennis Center713940$156,347$18,197$138,150
Vendor Rebates900099$66,202$66,202
Student Loan Prog Interest income900099$45,545$45,545

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$268,094OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$169,991,753TotalRevenueColumnAmt
Related Or Exempt Func Income$155,851,690RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$32,400UnrelatedBusinessRevenueAmt
Exclusion$3,232,258ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$133,000TotalAmt
Program Services$133,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$52,377,380TotalAmt
Program Services$52,377,380ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,470,670TotalAmt
Program Services$450,752ProgramServicesAmt
Management And General$750,169ManagementAndGeneralAmt
Fundraising$269,749FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$53,223,254TotalAmt
Program Services$46,398,357ProgramServicesAmt
Management And General$5,698,977ManagementAndGeneralAmt
Fundraising$1,125,920FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,910,092TotalAmt
Program Services$1,636,125ProgramServicesAmt
Management And General$225,226ManagementAndGeneralAmt
Fundraising$48,741FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,065,843TotalAmt
Program Services$9,932,714ProgramServicesAmt
Management And General$1,814,763ManagementAndGeneralAmt
Fundraising$318,366FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,427,387TotalAmt
Program Services$2,935,792ProgramServicesAmt
Management And General$404,135ManagementAndGeneralAmt
Fundraising$87,460FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$804,120TotalAmt
Program Services$13,090ProgramServicesAmt
Management And General$791,030ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$92,950TotalAmt
Management And General$92,950ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,866TotalAmt
Management And General$4,866ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$392,780TotalAmt
Management And General$392,780ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,486,840TotalAmt
Program Services$3,055,125ProgramServicesAmt
Management And General$365,401ManagementAndGeneralAmt
Fundraising$66,314FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,576,083TotalAmt
Program Services$17,655ProgramServicesAmt
Management And General$1,553,764ManagementAndGeneralAmt
Fundraising$4,664FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,547,337TotalAmt
Program Services$4,760,699ProgramServicesAmt
Management And General$677,242ManagementAndGeneralAmt
Fundraising$109,396FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,467,912TotalAmt
Program Services$1,616,591ProgramServicesAmt
Management And General$1,851,321ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,310,211TotalAmt
Program Services$7,827,828ProgramServicesAmt
Management And General$480,252ManagementAndGeneralAmt
Fundraising$2,131FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,113,773TotalAmt
Program Services$2,037,601ProgramServicesAmt
Management And General$57,749ManagementAndGeneralAmt
Fundraising$18,423FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,567,494TotalAmt
Program Services$1,252,515ProgramServicesAmt
Management And General$223,070ManagementAndGeneralAmt
Fundraising$91,909FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,598,972TotalAmt
Program Services$2,517,464ProgramServicesAmt
Management And General$81,508ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,740,723TotalAmt
Program Services$7,094,940ProgramServicesAmt
Management And General$645,783ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$937,109TotalAmt
Program Services$438,386ProgramServicesAmt
Management And General$498,723ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Outsourced Operations$6,811,267$6,633,580$170,474$7,213
Instructional Expenses$1,085,622$1,061,259$4,593$19,770
Campus Events and Promotions$525,521$472,674$52,847
Loss on Discontinued Operations$139,555$139,555

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$1TotalAmt
Program Services-$22,831ProgramServicesAmt
Management And General$22,830ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$171,810,760TotalAmt
Program Services$152,780,251ProgramServicesAmt
Management And General$16,860,453ManagementAndGeneralAmt
Fundraising$2,170,056FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,922,721BOYAmt
EOY$16,504,511EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,108,661BOYAmt
EOY$5,579,569EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,199,605BOYAmt
EOY$3,069,097EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,020,653BOYAmt
EOY$2,849,806EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$827,466BOYAmt
EOY$995,075EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$212,209,529LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$110,509,803LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$100,854,613BOYAmt
EOY$101,699,726EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$74,298,635BOYAmt
EOY$81,904,822EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$15,753,893BOYAmt
EOY$16,044,845EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,748,500BOYAmt
EOY$2,943,867EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,421,288BOYAmt
EOY$2,352,624EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$230,156,035BOYAmt
EOY$233,943,942EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,562,241BOYAmt
EOY$10,595,094EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,608,249BOYAmt
EOY$3,381,169EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$60,545,442BOYAmt
EOY$59,573,663EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$986,256BOYAmt
EOY$968,523EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,530,129BOYAmt
EOY$1,762,809EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,939,398BOYAmt
EOY$2,736,584EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,323,238BOYAmt
EOY$8,237,066EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$89,494,953BOYAmt
EOY$87,254,908EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,560,126BOYAmt
EOY$17,649,812EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$83,539,071BOYAmt
EOY$86,704,277EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$38,561,885BOYAmt
EOY$42,334,945EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$140,661,082BOYAmt
EOY$146,689,034EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$230,156,035BOYAmt
EOY$233,943,942EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,819,007ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,197,499NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,649,460OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,327,207CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,288,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,224,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,392,691CurrentTaxYearMinus1YearAmt
Current Tax Year$10,875,405CurrentTaxYearAmt
Total$59,108,214TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,327,207CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,288,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,224,368CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,392,691CurrentTaxYearMinus1YearAmt
Current Tax Year$10,875,405CurrentTaxYearAmt
Total$59,108,214TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,138,949SubstantialContributorsTotAmt
Public Support Total170$55,969,265PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,293,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,332,070CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,542,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,942,451CurrentTaxYearMinus1YearAmt
Current Tax Year$3,157,782CurrentTaxYearAmt
Total$13,267,980TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$20,731TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,963CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,963CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,264CurrentTaxYearMinus1YearAmt
Current Tax Year$31,868CurrentTaxYearAmt
Total$199,015TotalAmt
FieldValueIRS element (for citing)
Total Support$72,595,940TotalSupportAmt
Gross Receipts Rltd Activities$676,072,919GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7710PublicSupportCY170Pct
Public Support PY1700.7874PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUNDRAISING EVENT REVENUE, COLUMN A - 34963.0, COLUMN B - 34963.0, COLUMN C - 57957.0, COLUMN D - 39264.0, COLUMN E - 31868.0, COLUMN F - 199015.0;ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$4,866OtherActivitiesAmt
Total Lobbying Expenditures$4,866TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYThe University pays dues to various organizations that use a portion of the funds for Lobbying.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYThe University pays dues to various organizations that use a portion of the funds for Lobbying.

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$1,961,074AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$101,356,727BeginningYearBalanceAmt
Contributions$2,052,878ContributionsAmt
Investment Earnings Or Losses$9,816,804InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,651,067GrantsOrScholarshipsAmt
Other Expenditures$3,425,513OtherExpendituresAmt
Administrative Expenses$344,865AdministrativeExpensesAmt
End Year Balance$107,804,964EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$91,052,281BeginningYearBalanceAmt
Contributions$3,397,395ContributionsAmt
Investment Earnings Or Losses$12,259,724InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,651,520GrantsOrScholarshipsAmt
Other Expenditures$3,402,195OtherExpendituresAmt
Administrative Expenses$298,958AdministrativeExpensesAmt
End Year Balance$101,356,727EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,191,865BeginningYearBalanceAmt
Contributions$2,614,224ContributionsAmt
Investment Earnings Or Losses-$383,211InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,315,588GrantsOrScholarshipsAmt
Other Expenditures$2,674,146OtherExpendituresAmt
Administrative Expenses$380,863AdministrativeExpensesAmt
End Year Balance$91,052,281EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,119,809BeginningYearBalanceAmt
Contributions$2,563,771ContributionsAmt
Investment Earnings Or Losses$2,451,300InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,162,681GrantsOrScholarshipsAmt
Other Expenditures$3,419,073OtherExpendituresAmt
Administrative Expenses$361,261AdministrativeExpensesAmt
End Year Balance$93,191,865EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$81,521,104BeginningYearBalanceAmt
Contributions$994,202ContributionsAmt
Investment Earnings Or Losses$14,167,245InvestmentEarningsOrLossesAmt
Grants Or Scholarships$916,153GrantsOrScholarshipsAmt
Other Expenditures$2,315,281OtherExpendituresAmt
Administrative Expenses$331,308AdministrativeExpensesAmt
End Year Balance$93,119,809EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.016BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.363PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.621TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,255,046OtherCostOrOtherBasisAmt
Book Value$3,255,046BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$162,795,403OtherCostOrOtherBasisAmt
Depreciation$81,146,966DepreciationAmt
Book Value$81,648,437BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,086,013OtherCostOrOtherBasisAmt
Depreciation$12,060,322DepreciationAmt
Book Value$1,025,691BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,429,339OtherCostOrOtherBasisAmt
Depreciation$17,302,515DepreciationAmt
Book Value$15,126,824BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$643,728OtherCostOrOtherBasisAmt
Book Value$643,728BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$101,699,726TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Partnerships$13,554,297F
Hedge Funds$2,490,548F
FieldValueIRS element (for citing)
Total Book Value Securities$16,044,845TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Student Deposits$1,299,583
Annuities and Trusts Obligations$2,198,091
Interest rate swap agreements$4,739,392
FieldValueIRS element (for citing)
Total Liability$8,237,066TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsThe University holds collections of art which are displayed in various buildings on the University campus for viewing by the public. The University also holds rare books in the library for viewing and research.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe endowment funds are intended to be used for scholarships for students, academic and program support, building maintenance and general operations support.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe University is exempt from income taxes under Section 501(c)(3) of the United States Internal Revenue Code and a similar provision of state law. However, the University is subject to federal income tax on any unrelated business taxable income. The University is not considered to be a private foundation. Current accounting standards require the University to disclose the amount of potential benefit or obligation to be realized as a result of an examination performed by a taxing authority. For the years ended June 30, 2018 and 2017, management has determined that the University does not have any tax positions that result in any uncertainties regarding the possible impact on the University's financial statements. The University does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The University recognizes interest and/or penalties related to income tax matters in income tax expense. The University did not have any amounts accrued for interest and penalties at June 30, 2018 or 2017. UIndy Dining Services, LLC is treated as a disregarded entity under the exemption of the University for taxation purposes.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe nondiscrimination policy is published in all major materials published for prospective students as well as prominently displayed on the website.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe organization receives student financial aid from the U.S. Department of Education and the State Student Assistance Commission of Indiana.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific00Program ServicesEDUCATIONAL ACTIVITIES$104,484
Central America and the Caribbean00Investments$2,490,548
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$2,595,032SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,595,032TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf Outing GH ClubEvent1Nm
Gross Receipts Event1$19,700GrossReceiptsEvent1Amt
Charitable Contri Event1$8,700CharitableContriEvent1Amt
Gross Revenue Event1$11,000GrossRevenueEvent1Amt
Non Cash Prizes Event1$6,075NonCashPrizesEvent1Amt
Rent Facility Costs Event1$7,537RentFacilityCostsEvent1Amt
Food And Beverage Event1$150FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$903OtherDirectExpensesEvent1Amt
Event2Golf Outing ClassicEvent2Nm
Gross Receipts Event2$19,540GrossReceiptsEvent2Amt
Charitable Contri Event2$4,075CharitableContriEvent2Amt
Gross Revenue Event2$15,465GrossRevenueEvent2Amt
Non Cash Prizes Event2$3,090NonCashPrizesEvent2Amt
Rent Facility Costs Event2$5,730RentFacilityCostsEvent2Amt
Food And Beverage Event2$1,349FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$551OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$35,553GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$30,150CharitableContriOtherEventsAmt
Gross Revenue Other Events$5,403GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$3,543NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$7,957RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$2,325FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$407OthDirectExpnssOtherEventsAmt
Gross Receipts Total$74,793GrossReceiptsTotalAmt
Charitable Contributions Tot$42,925CharitableContributionsTotAmt
Gross Revenue Total Events$31,868GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$12,708NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$21,224RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$3,824FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,861OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$39,617DirectExpenseSummaryEventsAmt
Net Income Summary-$7,749NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
City of Bedford
1102 16th StBedfordIN474213722356000948IRC 115$7,500Education-Workforce Planning Grant
Greensburg Community Schools
1312 W Westridge PkwyGreensburgIN472403251356002435IRC 115$15,000Education-Workforce Planning Grant
Indianapolis Private Industry Council Inc
115 W Washington St Ste 450SIndianapolisIN462043464351569069501(c)(3)$15,000Education-Workforce Planning Grant
Lafayette School Corporation
2400 Cason StLafayetteIN47904356002558IRC 115$7,500Education-Workforce Planning Grant
MSD of Decatur Township
5275 Kentucky AvenueIndianapolisIN46221351097820IRC 115$15,000Education-Workforce Planning Grant
Plymouth School Corporation
611 Berkley StPlymouthIN465631817351101903IRC 115$15,000Education-Workforce Planning Grant
Posey County Economic Development Partnership Inc
915 E 4th StMount VernonIN476200643351691299501(c)(6)$15,000Education-Workforce Planning GrantPO Box 643
Southeastern School Corporation
100 S Main StWaltonIN469944118351079150IRC 115$15,000Education-Workforce Planning GrantPO Box 104
Vincennes University
1002 N 1st StVincennesIN475911500356004137IRC 115$15,000Education-Workforce Planning Grant
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FACULTY MINI GRANTS36$207,700
STUDENT FINANCIAL AID4232$52,169,680

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationMost grants are in the form of financial aid awarded to students. Grants are applied internally to the student's account with the University. The funds are used to pay the tuition, fees and room and board that are applied to the students' accounts. A small number of grants are made to faculty for research or curriculum development. Reports are required by the granting committee to ensure progress is made in concert with the grant proposal. All expenses of these grants are made through the University accounting system.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Robert L Manuel
President & Trustee$385,173$0$0$0$86,736$0$35,100$0$26,842$0$533,851$0$0$0
Michael Holstein
Vice President, Treasurer , CFO$227,878$0$10,000$0$1,622$0$19,244$0$29,651$0$288,395$0$0$0
Andrea Newsom
Secretary & Vice President, General Counsel$161,735$0$0$0$740$0$13,219$0$10,295$0$185,989$0$0$0
Mark Weigand
VP Enrollment and Student Services$223,650$0$0$0$2,308$0$22,647$0$10,672$0$259,277$0$0$0
Stephen Kolison
Executive Vice President & Provost$164,690$0$0$0$726$0$13,500$0$10,432$0$189,348$0$0$0
Mary Moore
VP Institutional Planning and Research$189,216$0$0$0$2,048$0$19,255$0$11,218$0$221,737$0$0$0
Jeanette DeDiemar
Vice President Communications & Marketing$162,798$0$7,500$0$1,422$0$13,554$0$18,787$0$204,061$0$0$0
Matthew Will
Associate Professor School of Business$165,302$0$0$0$552$0$12,162$0$1,562$0$179,578$0$0$0
Christopher Molloy
VP University Advancement$221,324$0$10,000$0$1,032$0$18,555$0$26,623$0$277,534$0$0$0
Sue Willey
VP for Intercollegiate Athletics$153,711$0$7,500$0$1,584$0$15,482$0$10,429$0$188,706$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe University President receives a monthly taxable housing allowance.
Schedule J, Part I, Line 7 Non-fixed paymentsPart II, Column (B)(ii) reports discretionary bonuses determined by the president based criteria such as taking on additional special assignments or project completion. During the reporting period Mike Holstein, Chris Molloy, Jeanette DeDiemar, and Sue Willey received discretionary bonuses.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Indiana Finance Authority
A351602316455057H692011-07-13$10,198,491Construction of an 80,000 square foot residence hallYes (true)falsefalse
Indiana Finance Authority
B35160231645506DKA22013-08-22$5,650,962partial refunding of the 2004 bond issue and renovation of Krannert Memorial LibraryYes (true)falsefalse
Indiana Finance Authority
C35160231645506DMR32014-08-28$5,881,702Current Refund 2004 Bonds which were issued 11/4/04falsefalsefalse
Indiana Finance Authority
D3516023162016-08-30$34,240,000Current Refund Series 2010 Bonds which were issued 8/31/10falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$1,808,491$2,210,000$10,198,491$0$0$0$194,491$0$0$10,004,000$0$02012falsefalseYes (true)Yes (true)
B$345,000$830,000$5,650,962$0$0$0$113,019$0$0$3,530,266$2,007,677$02015falseYes (true)Yes (true)Yes (true)
C$60,000$0$5,881,702$0$0$0$116,200$0$0$0$5,765,502$02014Yes (true)falseYes (true)Yes (true)
D$1,705,000$0$34,240,000$0$0$0$180,000$0$0$0$34,060,000$02016Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Cfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Dfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
BfalsefalseYes (true)falsefalsefalsefalsefalseYes (true)
CfalsefalseYes (true)falsefalsefalsefalsefalseYes (true)
DfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part VI Exception to arbitrage calculationMore than 75% of the 2011 issue was used for construction expenditures. The proceeds were spent within the two year period, which qualifies for exemption for a 501(c)(3) organization to the Section 148(f)(4)(C) rebate calculation requirements.
Schedule K, Part I, Column (f)CURRENT REFUNDING OF SERIES 2007, PARTIAL ADVANCE REFUNDING OF SERIES 2011 AND SERIES 2013 AND NEW money FOR VARIOUS CAPITAL RELATED PROJECTS. The 2007 bonds were issued on January 31, 2007. The 2011 bonds were issued on July 13, 2011, the 2013 bonds were issued on August 22, 2013.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: Indiana Finance Authority The calculation for computing no rebate due was performed on 02/19/2015
Schedule K, Part IV, Line 2c COLUMN AIssuer name: Indiana Finance Authority The calculation for computing no rebate due was performed on 03/22/2017

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Indiana Finance AuthorityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN351602316BondIssuerEIN
CUSIP45506DC29CUSIPNum
Bond Issued2017-03-22BondIssuedDt
Issue Price$11,363,964IssuePriceAmt
Purpose(SEE STATEMENT)PurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$11,363,964TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$227,279IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$4,003,950CapitalExpendituresAmt
Other Spent Proceeds$7,132,735OtherSpentProceedsAmt
Unspent$0UnspentAmt
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingYes (true)AdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$265,606NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution56ContributionCnt
Noncash Contributions Rpt F990$205NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Supplies9$68,982Cost
Yes (X)Small prize give aways145$145Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I EXPLANATION OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONSFormAndLineReferenceDesc
ExplanationSECURITIES: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONSExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS(CONTINUED FROM FORM 990, PART III, LINE 4A)THE BOARD OF TRUSTEES HAS APPROVED A FIVE-YEAR PLAN OF CAPITAL PROJECTS AND EDUCATIONAL ENHANCEMENTS THAT COMPRISE A $50 MILLION INVESTMENT IN THE UNIVERSITY AND THE NEIGHBORING COMMUNITY. IN A NATIONAL SURVEY OF COLLEGE STUDENTS, UINDY FACULTY RANK NEAR THE TOP IN ACCESSIBILITY AND HELPFULNESS. IN ADDITION, GRADUATING SENIORS ARE MORE SATISFIED WITH THEIR EDUCATIONAL EXPERIENCE THAN THEIR COUNTERPARTS AT SIMILAR UNIVERSITIES. UINDY'S CENTER OF EXCELLENCE IN LEADERSHIP OF LEARNING SUPPORTS TRANSFORMATIONAL CHANGE IN EDUCATION. UINDY'S CENTER FOR AGING & COMMUNITY IS BREAKING NEW GROUND WITH RESEARCH ON THE AGING OF THE WORKFORCE AND THE IMPLICATIONS FOR EMPLOYERS AND EMPLOYEES ALIKE. THE UNIVERSITY HAS AFFILIATIONS IN CHINA, INCLUDING A PARTNERSHIP WITH NINGBO INSTITUTE OF TECHNOLOGY. THE UNIVERSITY HAS CLOSE TIES TO THE INDIANAPOLIS SYMPHONY ORCHESTRA AS WELL. RETIRED ISO CONDUCTOR RAYMOND LEPPARD IS ARTIST-IN-RESIDENCE, AND 11 ISO MUSICIANS TEACH IN UINDY'S DEPARTMENT OF MUSIC. RUTH LILLY PERFORMANCE HALL IN THE CHRISTEL DEHAAN FINE ARTS CENTER, AN INDIANAPOLIS LANDMARK, HAS BEEN RATED ONE OF THE FINEST CONCERT HALLS IN THE MIDWEST. U.S. NEWS & WORLD REPORT RANKS THE UNIVERSITY OF INDIANAPOLIS AMONG THE TOP TIER OF MASTER'S DEGREE-GRANTING INSTITUTIONS IN THE MIDWEST.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 14,769,463 including grants of $)(Revenue $ 18,175,245) COMMUNITY SERVICES IS THE PUBLIC SERVICE ARM OF THE UNIVERSITY, IT CONSISTS OF PROVIDING SERVICE TO THE COMMUNITY AT LARGE, ESPECIALLY PROVIDING SERVICES FOR THE AGING THROUGH THE CENTER FOR AGING AND COMMUNITY. THROUGH GRANT AND CONTRACTS WITH THE STATE AND PRIVATE AGENCIES, ASSISTANCE AND TRAINING IS PROVIDED FOR THE AGING BOTH IN QUALITY OF LIVING AND STAYING ENGAGED IN THE WORKFORCE. AUXILIARY SERVICES CONSIST MAINLY OF THE HOUSING AND DINING FACILITIES THAT SERVE STUDENTS ON CAMPUS. THE MAIN FUNCTION IS TO PROVIDE A HEALTHY AND PLEASANT ENVIRONMENT TO ENHANCE THE STUDENTS' ACADEMIC AND SOCIAL NEEDS.
Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERSTHE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT. THE PROCESS OF REVIEWING COMPENSATION IS AN ANNUAL PROCESS, WITH THE LAST REVIEW UNDERTAKEN IN FY 2018. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON RECOMMENDATIONS FROM THE PRESIDENT.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe executive committee is comprised of voting board members. It includes the chairs of all the board committees, along with the chair of the board. The committee has the authority to approve the tuition rates, as well as the salary pool for the university.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsPAM QUALLS & ED QUALLS - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe form 990 is reviewed in detail by management. Each board member is provided the 990 prior to filing with the IRS and has the opportunity review.
Form 990, Part VI, Line 12c Conflict of interest policyEach board member annually signs a conflict of interest statement. The General Counsel reviews all signed conflict of interest statements. If a conflict of interest is disclosed, the board of affairs committee reviews the details of the conflict of interest to ensure that the relationships are identified and conflicts are monitored. Board members with conflicts abstain from voting on those issues involving the conflict. The Department Heads of the University of Indianapolis review all invoices and transactions to ensure reasonableness and Fair market value, and also to ensure that transactions between interested persons and the organization are monitored.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe president's compensation is determined by the compensation committee comprised of independent persons, using comparable salary information from Form 990's of other organizations and studies by the Journal of Higher Education. The deliberations and decisions are documented in committee minutes. This process was last undertaken in FY 2018.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesOfficers and key employees' compensation is determined by the compensation committee comprised of independent persons, using comparable salary information from Form 990's of other organizations and studies by the Journal of Higher Education. The deliberations and decisions are documented in committee minutes. This process was last undertaken in FY 2018.
Form 990, Part VI, Line 19 Required documents available to the publicFinancial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time except for the financial statements which are posted each year to the EMMA website and can be viewed by the public
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in split-interest agreements - -215384; Foreign currency translation - -225; Change in fair value of interest rate swap agreements - 1865069;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
UINDY INTERNATIONAL LLC
1400 HANNA AVEINDIANAPOLISIN46227350868107EDUCATIONDE$0$0UNIVERSITY OF INDIANAPOLIS
UINDY DINING SERVICES LLC
1400 HANNA AVEINDIANAPOLISIN46227465359408DINING SERVICES FOR THE UNIVERSITY (Jul 1, 2016 - Dec 31, 2016)IN$0$0UNIVERSITY OF INDIANAPOLIS
SOH RENTAL PROPERTIES LLC
1400 E Hanna AvenueIndianapolisIN46227814517847RENTAL PROPERTIES FOR THE UNIVERSITYIN-$119,532$2,095,828University of Indianapolis

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENT COLLEGES OF INDIANA INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH MERIDIAN STREET SUITE 800AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
EIN310901001EIN
Primary ActivitiesFURTHER INDEPENDENT HIGHER EDUCATIONPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusType IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Uindy Student Housing Partners II LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18900 Keystone XingAddressLine1Txt
Address Line2Ste 100AddressLine2Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
EIN822269290EIN
Primary ActivitiesStudent HousingPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1National Avenue Partners LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeRelatedPredominantIncomeTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$5,328,696ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
UBI Code V$0UBICodeVAmt
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.2906OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER UNITRUST (3)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesTRUSTPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLEGAL DOMICILE FOR CRUTSFormAndLineReferenceDesc
ExplanationINDIANA - 2 NEW YORK - 1ExplanationTxt

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