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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T11:01:20-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N St Paul Suite 850 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Indianapolis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8002328634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 E Hanna Avenue | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jodi Purtee | PersonNm |
| Person Title | Asso VP, Controller, Asst Treasurer | PersonTitleTxt |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jackie Coburn | PreparerPersonNm |
| PTIN | P00244301 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert L Manuel | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 E Hanna Avenue | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $175,208,068 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UINDY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1902 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | The 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 Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 2690 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | $32,400 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,484,271 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,875,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $143,844,375 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $155,735,491 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,163,202 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,397,421 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,032,419 | PYOtherRevenueAmt |
| CY Other Revenue | $983,436 | CYOtherRevenueAmt |
| PY Total Revenue | $163,524,267 | PYTotalRevenueAmt |
| CY Total Revenue | $169,991,753 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,021,365 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $52,510,380 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,706,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $72,097,246 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,170,056 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,531,057 | PYOtherExpensesAmt |
| CY Other Expenses | $47,203,134 | CYOtherExpensesAmt |
| PY Total Expenses | $158,259,392 | PYTotalExpensesAmt |
| CY Total Expenses | $171,810,760 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,264,875 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,819,007 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $230,156,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,943,942 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,494,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,254,908 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,661,082 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $146,689,034 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $103,100,337 | ExpenseAmt |
| Grant | $52,510,380 | GrantAmt |
| Revenue | $137,989,109 | RevenueAmt |
| Desc | WITH 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,902,748 | ExpenseAmt |
| Desc | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,007,703 | ExpenseAmt |
| Desc | ACADEMIC 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,769,463 | ExpenseAmt |
| Revenue | $18,175,245 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,769,463 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $18,175,245 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $152,780,251 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8051 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2690 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | GR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jodi Purtee | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177912563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 E HANNA AVE | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46227 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Robert L Manuel | |||||||||
| President & Trustee | 40.0 | 2.0 | Yes (X) | Yes (X) | $471,909 | $0 | $61,942 | ||
| Yvonne Shaheen | |||||||||
| Chair of Board, Chair of Executive Committee | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Stephen Fry | |||||||||
| Vice Chair of Board | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Phillip Terry | |||||||||
| Secretary, Chair: Risk and Compliance | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Christopher Doehring | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dennis Reinbold | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Resnick | |||||||||
| Trustee, Chair: Audit Subcommittee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Polly Horton Hix | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Johnston | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Watkins | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Sease | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Larry Thompson | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Vicki Perry | |||||||||
| Trustee & Chair: Campus Life | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Armstrong | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Carolyn Coleman | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Murvin Enders | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| William Kiesel | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Emmanuel Harris | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Stierwalt | |||||||||
| Trustee & Chair: Fin Committee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ersal Ozdemir | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Adolf Hansen | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barry Howard | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory Corsaro | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Laura Strain | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Martin | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John Adams | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jim Terwilliger | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ken Loyd | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah Daniels | |||||||||
| trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sue Anne Gilroy | |||||||||
| Trustee & Chair: Advancement | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ed Qualls | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Linda Dillman | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bishop Julius Trimble | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Pam Qualls | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael McCarty | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Anita Samuel | |||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John Myrland | |||||||||
| Trustee - Until Sept. 2017 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Garcia | |||||||||
| Trustee - Until Sept. 2017 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Amber (Stearns) Denny | |||||||||
| Trustee - Until Sept. 2017 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Holstein | |||||||||
| Vice President, Treasurer , CFO | 40.0 | Yes (X) | $239,500 | $0 | $48,895 | ||||
| Andrea Newsom | |||||||||
| Secretary & Vice President, General Counsel | 40.0 | Yes (X) | $162,475 | $0 | $23,514 | ||||
| Mark Weigand | |||||||||
| VP Enrollment and Student Services | 40.0 | $225,958 | $0 | $33,319 | Yes (X) | ||||
| Stephen Kolison | |||||||||
| Executive Vice President & Provost | 40.0 | $165,416 | $0 | $23,932 | Yes (X) | ||||
| Mary Moore | |||||||||
| VP Institutional Planning and Research | 40.0 | $191,264 | $0 | $30,473 | Yes (X) | ||||
| Jeanette DeDiemar | |||||||||
| Vice President Communications & Marketing | 40.0 | $171,720 | $0 | $32,341 | Yes (X) | ||||
| Matthew Will | |||||||||
| Associate Professor School of Business | 40.0 | $165,854 | $0 | $13,724 | Yes (X) | ||||
| Christopher Molloy | |||||||||
| VP University Advancement | 40.0 | $232,356 | $0 | $45,178 | Yes (X) | ||||
| Sue Willey | |||||||||
| VP for Intercollegiate Athletics | 40.0 | $162,795 | $0 | $25,911 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,189,247 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $339,229 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| QUEST FOOD MANAGEMENT SERVICES | ||||||
| 2500 S HIGHLAND AVE | STE 250 | LOMBARD | IL | 601487100 | OUTSOURCED FOOD SERVICES | $6,276,515 |
| WILLIAMS RANDALL MARKETING | ||||||
| 641 OHIO ST | TERRE HAUTE | IN | 478073530 | MARKETING SERVICES | $1,017,081 | |
| FAWILHELM CONSTRUCTION CO | ||||||
| 3914 PROSPECT ST | INDIANAPOLIS | IN | 46203 | CONSTRUCTION SERVICES | $817,158 | |
| ONE SIXTY OVER NINETY LLC | ||||||
| 510 WALNUT ST | FL 19 | PHILADELPHIA | PA | 191063613 | WEBSITE DEVELOPMENT SERVICES | $574,802 |
| AAA ROOFING | ||||||
| 910 HIGHLAND AVE | Indianapolis | IN | 46202 | CONSTRUCTION SERVICES | $473,511 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $42,925 | FundraisingAmt |
| Government Grants | $2,229,199 | GovernmentGrantsAmt |
| All Other Contributions | $8,603,281 | AllOtherContributionsAmt |
| Noncash Contributions | $335,455 | NoncashContributionsAmt |
| Total Contributions | $10,875,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition & fees | 611600 | $136,504,015 | $136,504,015 | |
| Auxiliary services | 611710 | $18,175,245 | $18,161,500 | $13,745 |
| Non-Academic Offerings | 611710 | $895,462 | $895,462 | |
| Course Fees | 611600 | $160,769 | $160,769 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $155,735,491 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,315,196 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $36 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,315,160 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,088,374 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $365,283 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $723,091 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $723,091 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$119,531 | UnrelatedBusinessRevenueAmt |
| Exclusion | $842,622 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,893,640 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,132,143 | SecuritiesAmt |
| Other | $679,272 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $761,497 | SecuritiesAmt |
| Other | -$679,272 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,225 | TotalRevenueColumnAmt |
| Exclusion | $82,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,868 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $42,925 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,617 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,749 | TotalRevenueColumnAmt |
| Exclusion | -$7,749 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tennis Center | 713940 | $156,347 | $18,197 | $138,150 |
| Vendor Rebates | 900099 | $66,202 | $66,202 | |
| Student Loan Prog Interest income | 900099 | $45,545 | $45,545 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $268,094 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,991,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155,851,690 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,400 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,232,258 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,000 | TotalAmt |
| Program Services | $133,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,377,380 | TotalAmt |
| Program Services | $52,377,380 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,670 | TotalAmt |
| Program Services | $450,752 | ProgramServicesAmt |
| Management And General | $750,169 | ManagementAndGeneralAmt |
| Fundraising | $269,749 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,223,254 | TotalAmt |
| Program Services | $46,398,357 | ProgramServicesAmt |
| Management And General | $5,698,977 | ManagementAndGeneralAmt |
| Fundraising | $1,125,920 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,092 | TotalAmt |
| Program Services | $1,636,125 | ProgramServicesAmt |
| Management And General | $225,226 | ManagementAndGeneralAmt |
| Fundraising | $48,741 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,065,843 | TotalAmt |
| Program Services | $9,932,714 | ProgramServicesAmt |
| Management And General | $1,814,763 | ManagementAndGeneralAmt |
| Fundraising | $318,366 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,427,387 | TotalAmt |
| Program Services | $2,935,792 | ProgramServicesAmt |
| Management And General | $404,135 | ManagementAndGeneralAmt |
| Fundraising | $87,460 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,120 | TotalAmt |
| Program Services | $13,090 | ProgramServicesAmt |
| Management And General | $791,030 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,950 | TotalAmt |
| Management And General | $92,950 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,866 | TotalAmt |
| Management And General | $4,866 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,780 | TotalAmt |
| Management And General | $392,780 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,486,840 | TotalAmt |
| Program Services | $3,055,125 | ProgramServicesAmt |
| Management And General | $365,401 | ManagementAndGeneralAmt |
| Fundraising | $66,314 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,083 | TotalAmt |
| Program Services | $17,655 | ProgramServicesAmt |
| Management And General | $1,553,764 | ManagementAndGeneralAmt |
| Fundraising | $4,664 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,547,337 | TotalAmt |
| Program Services | $4,760,699 | ProgramServicesAmt |
| Management And General | $677,242 | ManagementAndGeneralAmt |
| Fundraising | $109,396 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,467,912 | TotalAmt |
| Program Services | $1,616,591 | ProgramServicesAmt |
| Management And General | $1,851,321 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,310,211 | TotalAmt |
| Program Services | $7,827,828 | ProgramServicesAmt |
| Management And General | $480,252 | ManagementAndGeneralAmt |
| Fundraising | $2,131 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,113,773 | TotalAmt |
| Program Services | $2,037,601 | ProgramServicesAmt |
| Management And General | $57,749 | ManagementAndGeneralAmt |
| Fundraising | $18,423 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,494 | TotalAmt |
| Program Services | $1,252,515 | ProgramServicesAmt |
| Management And General | $223,070 | ManagementAndGeneralAmt |
| Fundraising | $91,909 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,598,972 | TotalAmt |
| Program Services | $2,517,464 | ProgramServicesAmt |
| Management And General | $81,508 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,740,723 | TotalAmt |
| Program Services | $7,094,940 | ProgramServicesAmt |
| Management And General | $645,783 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,109 | TotalAmt |
| Program Services | $438,386 | ProgramServicesAmt |
| Management And General | $498,723 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1 | TotalAmt |
| Program Services | -$22,831 | ProgramServicesAmt |
| Management And General | $22,830 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,810,760 | TotalAmt |
| Program Services | $152,780,251 | ProgramServicesAmt |
| Management And General | $16,860,453 | ManagementAndGeneralAmt |
| Fundraising | $2,170,056 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,922,721 | BOYAmt |
| EOY | $16,504,511 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,108,661 | BOYAmt |
| EOY | $5,579,569 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,199,605 | BOYAmt |
| EOY | $3,069,097 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,020,653 | BOYAmt |
| EOY | $2,849,806 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $827,466 | BOYAmt |
| EOY | $995,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $212,209,529 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,509,803 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,854,613 | BOYAmt |
| EOY | $101,699,726 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,298,635 | BOYAmt |
| EOY | $81,904,822 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,753,893 | BOYAmt |
| EOY | $16,044,845 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,748,500 | BOYAmt |
| EOY | $2,943,867 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,288 | BOYAmt |
| EOY | $2,352,624 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,156,035 | BOYAmt |
| EOY | $233,943,942 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,562,241 | BOYAmt |
| EOY | $10,595,094 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,608,249 | BOYAmt |
| EOY | $3,381,169 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,545,442 | BOYAmt |
| EOY | $59,573,663 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,256 | BOYAmt |
| EOY | $968,523 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,530,129 | BOYAmt |
| EOY | $1,762,809 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,939,398 | BOYAmt |
| EOY | $2,736,584 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,323,238 | BOYAmt |
| EOY | $8,237,066 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,494,953 | BOYAmt |
| EOY | $87,254,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,560,126 | BOYAmt |
| EOY | $17,649,812 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,539,071 | BOYAmt |
| EOY | $86,704,277 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,561,885 | BOYAmt |
| EOY | $42,334,945 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,661,082 | BOYAmt |
| EOY | $146,689,034 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,156,035 | BOYAmt |
| EOY | $233,943,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,819,007 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,197,499 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,649,460 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,327,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,288,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,224,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,392,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,875,405 | CurrentTaxYearAmt |
| Total | $59,108,214 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,327,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,288,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,224,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,392,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,875,405 | CurrentTaxYearAmt |
| Total | $59,108,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,138,949 | SubstantialContributorsTotAmt |
| Public Support Total170 | $55,969,265 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,293,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,332,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,542,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,942,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,157,782 | CurrentTaxYearAmt |
| Total | $13,267,980 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $20,731 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,868 | CurrentTaxYearAmt |
| Total | $199,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,595,940 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $676,072,919 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7874 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $4,866 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,866 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | The 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 ACTIVITY | The University pays dues to various organizations that use a portion of the funds for Lobbying. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $1,961,074 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,356,727 | BeginningYearBalanceAmt |
| Contributions | $2,052,878 | ContributionsAmt |
| Investment Earnings Or Losses | $9,816,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,651,067 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,425,513 | OtherExpendituresAmt |
| Administrative Expenses | $344,865 | AdministrativeExpensesAmt |
| End Year Balance | $107,804,964 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,052,281 | BeginningYearBalanceAmt |
| Contributions | $3,397,395 | ContributionsAmt |
| Investment Earnings Or Losses | $12,259,724 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,651,520 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,402,195 | OtherExpendituresAmt |
| Administrative Expenses | $298,958 | AdministrativeExpensesAmt |
| End Year Balance | $101,356,727 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,191,865 | BeginningYearBalanceAmt |
| Contributions | $2,614,224 | ContributionsAmt |
| Investment Earnings Or Losses | -$383,211 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,315,588 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,674,146 | OtherExpendituresAmt |
| Administrative Expenses | $380,863 | AdministrativeExpensesAmt |
| End Year Balance | $91,052,281 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,119,809 | BeginningYearBalanceAmt |
| Contributions | $2,563,771 | ContributionsAmt |
| Investment Earnings Or Losses | $2,451,300 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,162,681 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,419,073 | OtherExpendituresAmt |
| Administrative Expenses | $361,261 | AdministrativeExpensesAmt |
| End Year Balance | $93,191,865 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,521,104 | BeginningYearBalanceAmt |
| Contributions | $994,202 | ContributionsAmt |
| Investment Earnings Or Losses | $14,167,245 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $916,153 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,315,281 | OtherExpendituresAmt |
| Administrative Expenses | $331,308 | AdministrativeExpensesAmt |
| End Year Balance | $93,119,809 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.016 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.363 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.621 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,255,046 | OtherCostOrOtherBasisAmt |
| Book Value | $3,255,046 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,795,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,146,966 | DepreciationAmt |
| Book Value | $81,648,437 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,086,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,060,322 | DepreciationAmt |
| Book Value | $1,025,691 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,429,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,302,515 | DepreciationAmt |
| Book Value | $15,126,824 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $643,728 | OtherCostOrOtherBasisAmt |
| Book Value | $643,728 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $101,699,726 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnerships | $13,554,297 | F |
| Hedge Funds | $2,490,548 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,044,845 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Student Deposits | $1,299,583 |
| Annuities and Trusts Obligations | $2,198,091 |
| Interest rate swap agreements | $4,739,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,237,066 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | The 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 funds | The 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) footnote | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The 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 GOVERNMENT | The 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)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | EDUCATIONAL ACTIVITIES | $104,484 |
| Central America and the Caribbean | 0 | 0 | Investments | $2,490,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,595,032 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,595,032 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Outing GH Club | Event1Nm |
| Gross Receipts Event1 | $19,700 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,000 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,075 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,537 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $150 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $903 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Outing Classic | Event2Nm |
| Gross Receipts Event2 | $19,540 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,465 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,090 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $5,730 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,349 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $551 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $35,553 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $30,150 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,403 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,543 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $7,957 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,325 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $407 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $74,793 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $42,925 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,868 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $12,708 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,224 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,824 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,861 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,617 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,749 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| City of Bedford | ||||||||
| 1102 16th St | Bedford | IN | 474213722 | 356000948 | IRC 115 | $7,500 | Education-Workforce Planning Grant | |
| Greensburg Community Schools | ||||||||
| 1312 W Westridge Pkwy | Greensburg | IN | 472403251 | 356002435 | IRC 115 | $15,000 | Education-Workforce Planning Grant | |
| Indianapolis Private Industry Council Inc | ||||||||
| 115 W Washington St Ste 450S | Indianapolis | IN | 462043464 | 351569069 | 501(c)(3) | $15,000 | Education-Workforce Planning Grant | |
| Lafayette School Corporation | ||||||||
| 2400 Cason St | Lafayette | IN | 47904 | 356002558 | IRC 115 | $7,500 | Education-Workforce Planning Grant | |
| MSD of Decatur Township | ||||||||
| 5275 Kentucky Avenue | Indianapolis | IN | 46221 | 351097820 | IRC 115 | $15,000 | Education-Workforce Planning Grant | |
| Plymouth School Corporation | ||||||||
| 611 Berkley St | Plymouth | IN | 465631817 | 351101903 | IRC 115 | $15,000 | Education-Workforce Planning Grant | |
| Posey County Economic Development Partnership Inc | ||||||||
| 915 E 4th St | Mount Vernon | IN | 476200643 | 351691299 | 501(c)(6) | $15,000 | Education-Workforce Planning Grant | PO Box 643 |
| Southeastern School Corporation | ||||||||
| 100 S Main St | Walton | IN | 469944118 | 351079150 | IRC 115 | $15,000 | Education-Workforce Planning Grant | PO Box 104 |
| Vincennes University | ||||||||
| 1002 N 1st St | Vincennes | IN | 475911500 | 356004137 | IRC 115 | $15,000 | Education-Workforce Planning Grant | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FACULTY MINI GRANTS | 36 | $207,700 |
| STUDENT FINANCIAL AID | 4232 | $52,169,680 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Most 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The University President receives a monthly taxable housing allowance. |
| Schedule J, Part I, Line 7 Non-fixed payments | Part 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Indiana Finance Authority | ||||||||
| A | 351602316 | 455057H69 | 2011-07-13 | $10,198,491 | Construction of an 80,000 square foot residence hall | Yes (true) | false | false |
| Indiana Finance Authority | ||||||||
| B | 351602316 | 45506DKA2 | 2013-08-22 | $5,650,962 | partial refunding of the 2004 bond issue and renovation of Krannert Memorial Library | Yes (true) | false | false |
| Indiana Finance Authority | ||||||||
| C | 351602316 | 45506DMR3 | 2014-08-28 | $5,881,702 | Current Refund 2004 Bonds which were issued 11/4/04 | false | false | false |
| Indiana Finance Authority | ||||||||
| D | 351602316 | 2016-08-30 | $34,240,000 | Current Refund Series 2010 Bonds which were issued 8/31/10 | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate 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 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
| B | $345,000 | $830,000 | $5,650,962 | $0 | $0 | $0 | $113,019 | $0 | $0 | $3,530,266 | $2,007,677 | $0 | 2015 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $60,000 | $0 | $5,881,702 | $0 | $0 | $0 | $116,200 | $0 | $0 | $0 | $5,765,502 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $1,705,000 | $0 | $34,240,000 | $0 | $0 | $0 | $180,000 | $0 | $0 | $0 | $34,060,000 | $0 | 2016 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| D | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| C | false | false | Yes (true) | false | false | false | false | false | Yes (true) |
| D | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part VI Exception to arbitrage calculation | More 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 A | Issuer name: Indiana Finance Authority The calculation for computing no rebate due was performed on 02/19/2015 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indiana Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 351602316 | BondIssuerEIN |
| CUSIP | 45506DC29 | CUSIPNum |
| Bond Issued | 2017-03-22 | BondIssuedDt |
| Issue Price | $11,363,964 | IssuePriceAmt |
| Purpose | (SEE STATEMENT) | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $11,363,964 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $227,279 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $4,003,950 | CapitalExpendituresAmt |
| Other Spent Proceeds | $7,132,735 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | Yes (true) | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $265,606 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 56 | ContributionCnt |
| Noncash Contributions Rpt F990 | $205 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Supplies | 9 | $68,982 | Cost |
| Yes (X) | Small prize give aways | 145 | $145 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I EXPLANATION OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | SECURITIES: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 OFFICERS | THE 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 committee | The 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 persons | PAM QUALLS & ED QUALLS - Family relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The 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 policy | Each 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 official | The 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 employees | Officers 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 public | Financial 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 balances | Change 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| UINDY INTERNATIONAL LLC | |||||||||
| 1400 HANNA AVE | INDIANAPOLIS | IN | 46227 | 350868107 | EDUCATION | DE | $0 | $0 | UNIVERSITY OF INDIANAPOLIS |
| UINDY DINING SERVICES LLC | |||||||||
| 1400 HANNA AVE | INDIANAPOLIS | IN | 46227 | 465359408 | DINING SERVICES FOR THE UNIVERSITY (Jul 1, 2016 - Dec 31, 2016) | IN | $0 | $0 | UNIVERSITY OF INDIANAPOLIS |
| SOH RENTAL PROPERTIES LLC | |||||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | 814517847 | RENTAL PROPERTIES FOR THE UNIVERSITY | IN | -$119,532 | $2,095,828 | University of Indianapolis |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT COLLEGES OF INDIANA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 SOUTH MERIDIAN STREET SUITE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310901001 | EIN |
| Primary Activities | FURTHER INDEPENDENT HIGHER EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Uindy Student Housing Partners II LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8900 Keystone Xing | AddressLine1Txt |
| Address Line2 | Ste 100 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822269290 | EIN |
| Primary Activities | Student Housing | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Avenue Partners LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $5,328,696 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.2906 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LEGAL DOMICILE FOR CRUTS | FormAndLineReferenceDesc |
| Explanation | INDIANA - 2 NEW YORK - 1 | ExplanationTxt |
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