2018-05-15T10:10:27-05:00 2017-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2016-07-01 350868125 LUTHERAN UNIVERSITY ASSOCIATION INC % SUSAN D SCROGGINS LUTH 2194645215 1700 CHAPEL DRIVE VALPARAISO IN 46383 SUSAN D SCROGGINS VP FOR FINANCE 2194645215 2017-05-15 true Joyce A Dulworth P00151125 2604604000 2016 2022-09-23 18:48:47Z VALPARAISO UNIVERSITY MARK A HECKLER 1700 CHAPEL DRIVE VALPARAISO IN 46383 295127824 false X WWW.VALPO.EDU X 1925 IN A COMMUNITY OF LEARNING DEDICATED TO EXCELLENCE & GROUNDED IN THE LUTHERAN TRADITION OF SCHOLARSHIP, FAITH, & FREEDOM, PREPARING STUDENTS TO LEAD & SERVE IN THE CHURCH & SOCIETY. 35 31 3481 1000 380331 185024 22694696 32453831 165109274 165526080 8163447 10336298 588462 639293 196555879 208955502 68345492 77421682 0 0 81684857 77144466 134091 226822 4126521 49795005 46443076 199959445 201236046 -3403566 7719456 568056514 579905603 157800547 151638362 410255967 428267241 X VALPARAISO UNIVERSITY IS A COMPREHENSIVE, PRIVATE UNIVERSITY WITH A LUTHERAN HERITAGE THAT SERVES MORE THAN 4,000 FULL AND PART TIME STUDENTS. THE UNIVERSITY IS IDENTIFIED AS ONE OF THE TOP MASTER'S-LEVEL INSTITUTIONS IN THE MIDWEST AND HAS RECEIVED SPECIAL RECOGNITION FOR ITS OUTSTANDING TEACHING AND EDUCATIONAL VALUE. MORE THAN 70 UNDERGRADUATE DEGREE PROGRAMS AND INTERDISCIPLINARY OPTIONS ARE OFFERED THROUGHOUT THE UNIVERSITY AT FIVE UNDERGRADUATE COLLEGES: ARTS AND SCIENCES, BUSINESS, ENGINEERING, NURSING AND HEALTH PROFESSIONS, AND CHRIST COLLEGE. THE UNIVERSITY ALSO HAS A GRADUATE SCHOOL AS WELL AS A LAW SCHOOL. false false 129677600 70966442 115508403 UNDERGRADUATE PROGRAMS VALPARAISO UNIVERSITY ENROLLS NEARLY 3,300 UNDERGRADUATE STUDENTS IN MORE THAN 70 ACADEMIC PROGRAMS THAT INTEGRATE THE BEST OF THE LIBERAL ARTS WITH PROFESSIONAL PREPARATION. PROGRAMS ARE OFFERED THROUGH THE COLLEGES OF ARTS AND SCIENCES, BUSINESS, ENGINEERING, AND NURSING AND HEALTH PROFESSIONS, AS WELL AS CHRIST COLLEGE, VALPARAISO UNIVERSITY'S HONORS COLLEGE. VALPO HAS BEEN NAMED AS ONE OF THE TOP 10 REGIONAL UNIVERSITIES IN THE MIDWEST EVERY YEAR SINCE 1990 BY U.S. NEWS AND WORLD REPORT MAGAZINE AND WAS NAMED THE NO. 1 VALUE AND NO. 1 FOR BEST UNDERGRADUATE TEACHING IN THE MIDWEST FOR 2018. VALPO WAS NAMED NO. 3 BEST COLLEGE FOR VETERANS IN THE MIDWEST BY U.S. NEWS AND WORLD REPORT. US NEWS AND WORLD REPORT ALSO RANKED THE COLLEGE OF ENGINEERING AMONG THE TOP 15 UNDERGRADUATE ENGINEERING SCHOOLS IN THE NATION FOR 2018. VALPO SPONSORS NUMEROUS INTERNATIONAL STUDY OPPORTUNITIES AND IS RECOGNIZED AS A MODEL IN PREPARING GRADUATES WITH STRONG CROSS-CULTURAL SKILLS AND GLOBAL AWARENESS. THE OVERALL PLACEMENT RATE FOR VALPARAISO UNIVERSITY GRADUATES FROM THE CLASSES OF DECEMBER 2015 AND MAY AND AUGUST 2016 WAS 96 PERCENT. THE OVERALL PLACEMENT RATE HAS EXCEEDED 90 PERCENT FOR 24 CONSECUTIVE YEARS. VALPARAISO UNIVERSITY IS REGULARLY HONORED BY THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL WITH DISTINCTION FOR SUPPORT OF VOLUNTEERING, SERVICE-LEARNING, AND CIVIC ENGAGEMENT, AND VALPO STUDENTS ANNUALLY DEDICATE MORE THAN 247,000 HOURS TO COMMUNITY OUTREACH AND SERVICE-LEARNING. VALPARAISO UNIVERSITY'S DIVISION I ATHLETICS TEAMS CONTINUE TO SUCCEED IN THE CLASSROOM, WITH 113 STUDENT-ATHLETES NAMED TO THE HORIZON LEAGUE'S SPRING 2017 ACADEMIC HONOR ROLL AND 41 STUDENT ATHLETES WERE ON THE FALL 2016 PIONEER FOOTBALL LEAGUE ACADEMIC HONOR ROLL. 7685884 743375 12221773 GRADUATE PROGRAMS - VALPARAISO UNIVERSITY'S GRADUATE SCHOOL OFFERS MORE THAN 20 ACADEMIC PROGRAMS THAT ARE FULLY INTEGRATED INTO THE COLLEGES OF ARTS AND SCIENCES, BUSINESS, AND NURSING AND HEALTH PROFESSIONS. WITH ROLLING ADMISSIONS, MULTIPLE START TERMS PER YEAR, AND FLEXIBLE COURSE DELIVERY OPTIONS, GRADUATE PROGRAMS MEET THE NEEDS OF TODAY'S ADULT LEARNERS. WITH A MAJORITY OF OFFERINGS AT THE PROFESSIONAL MASTER'S LEVEL (PLUS A DOCTORATE IN NURSING PRACTICE), GRADUATE PROGRAMS EMPHASIZE ACADEMIC RIGOR, PRACTICAL APPLICATION FOR MARKET READY SKILLS, AND CAREER AND PROFESSIONAL DEVELOPMENT. IN FALL 2017, THE GRADUATE SCHOOL ENROLLED 565 STUDENTS, WITH 66 PERCENT INTERNATIONAL STUDENTS FROM 21 COUNTRIES. COMPREHENSIVE ACADEMIC SUPPORT PROVIDES A FULL SERVICE COMPLEMENT TO THE CULTURAL, EMOTIONAL, AND INTELLECTUAL DEVELOPMENT OF VALPARAISO UNIVERSITY GRADUATE STUDENTS. 20463340 5711865 17959340 LAW SCHOOL - THE VALPARAISO UNIVERSITY LAW SCHOOL ENCOURAGES STUDENTS TO VIEW LAW AS A CALLING, TO BECOME LAWYERS AND LEADERS WHO USE THEIR INFLUENCE FOR SERVICE AND THE PUBLIC GOOD. STUDENTS DEVELOP APTITUDE IN ENDURING CORE COMPETENCIES OF LEGAL HISTORY, THEORY AND PRACTICE, AS WELL AS ADVANCED SKILL IN LEGAL RESEARCH AND WRITING. THE LAW SCHOOL ENROLLMENT WAS 237 FOR FALL 2017. IN ADDITION TO J.D. AND LL.M. DEGREES, THE SCHOOL OFFERS DUAL DEGREE PROGRAMS THAT PAIR A J.D. WITH A M.A. IN CLINICAL MENTAL HEALTH COUNSELING, M.A. IN CHINESE STUDIES, M.A. IN LIBERAL STUDIES, M.A. IN PSYCHOLOGY, M.S. IN INTERNATIONAL COMMERCE AND POLICY, M.S. IN SPORTS ADMINISTRATION, OR MBA. THROUGH VALPARAISO'S LAW CLINIC, STUDENTS DEVELOP THEIR LEGAL SKILLS IN EIGHT PRACTICE AREAS WHILE PROVIDING FREE LEGAL SERVICES TO UNDER-SERVED MEMBERS OF THE COMMUNITY. THE LAW SCHOOL ATTRACTS A DIVERSE SPECTRUM OF STUDENTS, WITH 25% OF FIRST-YEAR LAW STUDENTS IN FALL 2017 BEING MEMBERS OF HISTORICALLY UNDERREPRESENTED MINORITIES IN THE LEGAL PROFESSION. FORM 990, PART III - PROGRAM SERVICE, LINE 4D VALPARAISO UNIVERSITY PROVIDES ADDITIONAL SERVICES TO STUDENTS INCLUDING HOUSING AND DIVISION I ATHLETICS OPPORTUNITIES. ALSO, THE UNIVERSITY SUPPORTS THEATRE, MUSIC AND VISUAL ARTS PROGRAMS BENEFICIAL TO STUDENTS AS WELL AS THE GENERAL PUBLIC. 31203047 20091881 189029871 true true false false false false false true false true true true false false true false false true true true true false false true false false false false true true true false false false false false false true false true true true true false false true true false false false true 573 0 true 3481 true true true true GM UK false false false true true false false false false X 35 31 true false false false false false false true true false false false true true true true true true true false IN X X SUSAN D SCROGGINS 2194645215 1700 CHAPEL DRIVE VALPARAISO IN 46383 BOCHNOWSKI DAVID A BOARD MEMBER 2.0 0.0 X 0 0 0 BOGGS III CORNELL N BOARD MEMBER 4.0 0.0 X 0 0 0 BRUNETTE REV LUTHER C BOARD MEMBER 2.0 0.0 X 0 0 0 BARBARA DAMMANN BOARD MEMBER 1.0 0.0 X 0 0 0 DOBBS H JEFFREY BOARD MEMBER 2.0 0.0 X 0 0 0 DRAHEIM JOHN L BOARD MEMBER 5.0 0.0 X 0 0 0 DUESENBERG MARK H BOARD MEMBER 6.0 0.0 X 0 0 0 FEMOVICH CAROLYN SCHLIE BOARD MEMBER 3.0 0.0 X 0 0 0 HAGEN-FITES JOYCE S BOARD MEMBER 1.0 0.0 X 0 0 0 HAGERMAN MARK F BOARD MEMBER 3.0 0.0 X 0 0 0 HANSEN JR ROBERT D BOARD MEMBER 1.0 0.0 X 0 0 0 HELGE MARK P BOARD MEMBER 3.0 0.0 X 0 0 0 HESSLER DAVID J BOARD MEMBER 3.0 0.0 X 0 0 0 HOOKER SUSAN P BOARD MEMBER 3.0 0.0 X 0 0 0 IRWIN-KNOTT COLETTE BOARD MEMBER 5.0 0.0 X 0 0 0 KRAEGEL FREDERICK G BOARD CHAIR 8.0 0.0 X X 0 0 0 KRAFFT GRANT A BOARD MEMBER 2.0 0.0 X 0 0 0 LANING BRUCE R BOARD MEMBER 2.0 0.0 X 0 0 0 MOON MARIAN J BOARD MEMBER 4.0 0.0 X 0 0 0 MUELLER JAMES W BOARD MEMBER 3.0 0.0 X 0 0 0 NUNEMAKER ANDREW N BOARD MEMBER 2.0 0.0 X 0 0 0 PARKS STEVEN W BOARD MEMBER 3.0 0.0 X 0 0 0 RAQUET BONNIE E BOARD VICE-CHAIR 7.0 0.0 X X 0 0 0 RICE LISA BOARD MEMBER 4.0 0.0 X 0 0 0 ROBERTS LINNEA K BOARD MEMBER 1.0 0.0 X 0 0 0 SCHUMACHER JON R BOARD MEMBER 4.0 0.0 X 0 0 0 SEDLACEK VERNE O BOARD MEMBER 3.0 0.0 X 0 0 0 SEEFELD SCOTT A BOARD MEMBER 1.75 0.0 X 0 0 0 SHELTON JOHN W BOARD MEMBER 3.0 0.0 X 0 0 0 STRASEN PAUL A BOARD MEMBER 1.0 0.0 X 0 0 0 VIE AMY L BOARD MEMBER 1.0 0.0 X 0 0 0 WILSON JOEL R BOARD MEMBER 10.0 0.0 X 0 0 0 WINKLER JULIE M BOARD MEMBER 2.0 0.0 X 0 0 0 ZECH RONALD H BOARD MEMBER 2.5 0.0 X 0 0 0 HECKLER MARK A PRESIDENT 60.0 0.0 X X 407041 0 30967 HOLLANDER LISA A VICE-PRESIDENT ADVANCEMENT 60.0 0.0 X 245797 0 30571 JOSEPH MICHAEL A VICE-PRESIDENT ENROLLMENT 60.0 0.0 X 233545 0 30729 FARHA DARRON C VP & General counsel/SECRETARY 60.0 0.0 X 221275 0 33671 SCROGGINS SUSAN D VP FOR FINANCE & ADMN/TREAS. 60.0 0.0 X 223273 0 30129 HUNTER BONNIE L VICE-PRESIDENT STUDENT AFFAIRS 60.0 0.0 X 177540 0 17649 BIERMANN MARK L PROVOST & EXECUTIVE VP FOR ACA 60.0 0.0 X 217147 0 33351 KILPINEN JON T DEAN COLLEGE OF ARTS AND SCIEN 60.0 0.0 X 172327 0 27244 MOSKOWITZ SEYMOUR SENIOR LAW RESEARCH PROFESSOR 60.0 0.0 X 348569 0 29408 LIND JOELLEN LAW PROFESSOR 60.0 0.0 X 320222 0 25512 LOTTICH MATT HEAD BASKETBALL COACH 60.0 0.0 X 224878 0 32565 BODENSTEINER IVAN E LAW PROFESSOR 60.0 0.0 X 216613 0 24009 LEVINSON ROSALIE B SENIOR LAW RESEARCH PROFESSOR 60.0 0.0 X 210805 0 24180 3219032 0 369985 108 false true false THE HAGERMAN GROUP PO BOX 10690 FORT WAYNE IN 46853 CONSTRUCTION 16871961 GARIUP CONSTRUCTION CO INC PO BOX M879 GARY IN 46501 CONSTRUCTION 2044601 EASTGATE INVESTMENTS LLC 13 LINCOLNWAY STE 206 VALPARAISO IN 46383 STUDENT HOUSING 1108357 UNIVERSITY PROMENADE LLC 2342 CLINE AVENUE SCHERERVILLE IN 46375 STUDENT HOUSING 825293 ROYALL COMPANY 1920 EAST PARHAM ROAD RICHMOND VA 23228 ENROLLMENT MANAGEMEN 607742 61 2672656 29781175 2215464 32453831 TUITION & FEES 611710 144910226 144910226 STUDENT HOUSING 611710 14492347 14492347 MISCELLANEOUS 900099 6123507 6098507 25000 165526080 2496205 189375 2306830 0 0 264729 225920 38809 0 38809 38809 87079000 21715 79059696 200926 8019304 -179211 7840093 -179211 8019304 0 0 0 0 0 0 7286264 6685780 600484 434528 165956 0 208955502 165756397 380331 10364943 13478 13478 77408204 77408204 0 0 1897945 800559 851589 245797 0 54832998 50226928 2941778 1664292 3691487 3320362 246835 124290 12941771 11640668 865363 435740 3780265 3400215 252771 127279 0 237685 237685 92545 92545 0 226822 226822 380073 380073 2850665 2628704 221961 487821 436930 50891 13583045 12533615 378108 671322 1845210 1128365 418757 298088 0 4968695 4836941 101966 29788 2704417 2519566 98529 86322 0 1717870 1516307 190858 10705 3796395 3508317 222946 65132 0 12895456 12401699 382123 111634 825093 825093 BAD DEBT EXPENSE -499584 -499584 MEMBERSHIPS & SUBSCRIPTIONS 557690 383504 144876 29310 201236046 189029871 8079654 4126521 14953 14752 14796145 9781101 21560501 20517598 11085791 11489125 0 0 0 0 9576811 9528818 159765 137562 1774347 2353042 461375897 190060689 260460565 271315208 74906343 68943717 172203162 184292023 0 0 0 0 1518131 1532657 568056514 579905603 15766259 12746400 8532651 8569320 2275465 2610503 100735500 98886265 0 0 0 0 1178029 1086942 0 0 29312643 27738932 157800547 151638362 X 88784726 86101435 175948084 185688299 145523157 156477507 410255967 428267241 568056514 579905603 X 7719456 9629210 662608 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 220026196 10952698 27310925 4918740 4047334 380073 248943672 218047881 9438986 3742523 4943035 5943892 316267 220026196 213054264 7534867 8164870 4788781 5713339 204000 218047881 185619950 6546639 30692008 4395063 5207982 201288 213054264 166126012 12376057 15855359 3824584 4675949 236945 185619950 0.10400 0.62700 0.26900 false false 14474602 14474602 305049719 112244512 192805207 39181106 20876091 18305015 72238936 56803253 15435683 31346786 1052085 30294701 271315208 COMMONFUND BOND FUNDS 19874699 COMMONFUND PRIVATE CAPITAL 58717340 COMMONFUND TREASURY ACCESS 2417423 LIFE INS, REAL ESTATE, OTHER 2431916 COMMONFUND EQUITIES FUNDS 97350596 COMMONFUND HOLDING 3500049 184292023 0 STUDENT DEPOSITS 478936 OBLIGATIONS UNDER SPLIT-INTERE 4649845 CONDITIONAL ASSET RETIREMENT O 7886441 POST RETIREMENT LIABILITIES 4088354 OTHER LIABILITIES 10635356 27738932 148370743 9629210 7574308 17203518 131167225 380073 77408204 77788277 208955502 130359469 6911700 6911700 123447769 380073 77408204 77788277 201236046 SCHEDULE D, PART III, LINE 4 THE BRAUER MUSEUM OF ART IS HOME TO A NATIONALLY RECOGNIZED COLLECTION OF 19TH AND 20TH CENTURY AMERICAN ART AND INCLUDES WORKS BY FREDERIC EDWIN CHURCH, ASHER B. DURAND, CHILDE HASSAM, GEORGIA O'KEEFE AND ED PASCHKE. IT ALSO HOUSES THE LARGEST KNOWN COLLECTION OF WORKS BY JUNIUS R. SOLAN (1827-1900), A HUDSON RIVER SCHOOL PAINTER WHO LIVED AND WORKED IN THE MIDWEST. OTHER FOCUS AREAS WITHIN THE COLLECTION INCLUDE WORLD RELIGIOUS ART AND MIDWESTERN REGIONAL ART. AS WELL AS DISPLAYING SELECTIONS FROM ITS PERMANENT COLLECTION, THE BRAUER MUSEUM HOSTS A FULL SCHEDULE OF SPECIAL EXHIBITIONS AND EVENTS. THROUGH EXHIBITION OF THE COLLECTION AND SPECIAL EVENTS, THE MUSEUM PROVIDES EDUCATIONAL OPPORTUNITIES FOR STUDENTS AS WELL AS THE GENERAL PUBLIC WHICH ENHANCES THE UNIVERSITY'S EDUCATIONAL PURPOSE. THE BOOK VALUE OF THE ARTWORK ADDED TO THE COLLECTION SINCE 1996 IS INCLUDED IN PLANT ASSETS ON THE BALANCE SHEET. THERE IS NO FEE TO VISIT THE MUSEUM. SCHEDULE D, PART V, LINE 4 VALPARAISO UNIVERSITY'S ENDOWMENT FUNDS ARE USED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF SCHOLARSHIPS AND LOANS. ENDOWMENT FUNDS ARE ALSO DESIGNATED TO THE SUPPORT OF ACADEMIC PROGRAMS, FACULTY CHAIRS AND PROFESSORSHIPS, RESEARCH, STUDENT PROGRAMS, LIBRARY SERVICES, AND THE OPERATION AND MAINTENANCE OF FACILITIES. PART XI, LINE 2D CHANGE IN DISCOUNT & ALLOWANCE 122,208 COST OF GOODS SOLD 6,685,780 RENTAL EXPENSES 225,920 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 540,400 TOTAL $7,574,308 PART XI, LINE 4B STUDENT AID $77,408,204 PART XII, LINE 2D RENTAL EXPENSES 225,920 COST OF GOODS SOLD 6,685,780 TOTAL $6,911,700 PART XII, LINE 4B STUDENT AID $77,408,204 ASC 740 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 VALPARAISO UNIVERSITY'S GENERAL CATALOG INCLUDES THE STATEMENT OF EQUALITY OF OPPORTUNITY AS FOLLOWS: VALPARAISO UNIVERSITY PROVIDES EQUALITY OF OPPORTUNITY TO ITS APPLICANTS FOR ADMISSION, ENROLLED STUDENTS, GRADUATES, AND EMPLOYEES. THE UNIVERSITY DOES NOT DISCRIMINATE WITH RESPECT TO HIRING, CONTINUATION OF EMPLOYMENT, PROMOTION, AND TENURE, OTHER EMPLOYMENT PRACTICES, APPLICATIONS FOR ADMISSION, OR CAREER SERVICES AND PLACEMENT ON THE BASIS OF RACE, COLOR, GENDER, AGE, DISABILITY, NATIONAL ORIGIN OR ANCESTRY, SEXUAL ORIENTATION, OR (AS QUALIFIED HEREIN) RELIGION. AN INSTITUTION COMMITTED TO ITS LUTHERAN TRADITION, THE UNIVERSITY RESERVES ITS RIGHT TO PROMOTE THE TEACHING OF THE CHURCH AND TO EXERCISE PREFERENCES IN ADMISSIONS AND EMPLOYMENT-RELATED PRACTICES IN FAVOR OF LUTHERANS. SCHEDULE E, PART I, LINE 6A VALPARAISO UNIVERSITY RECEIVES FEDERAL & STATE RESEARCH GRANTS AND GRANTS FROM STUDENT FINANCIAL AID. true EAST ASIA AND THE PACIFIC 3 PROGRAM SERVICES EDUCATIONAL 442406 EUROPE (INCLUDING ICELAND AND GREENLAND) 2 2 PROGRAM SERVICES EDUCATIONAL 580327 SUB-SAHARAN AFRICA PROGRAM SERVICES EDUCATIONAL 51447 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES EDUCATIONAL 44000 2 5 2 5 1118180 1118180 true false true true true false PART I LINE 3 - SOUTH AMERICA VALPARAISO UNIVERSITY LAW SCHOOL PROVIDES LAW STUDENTS EDUCATIONAL OPPORTUNITIES IN CHILE DURING THE SUMMER TERM. PART I LINE 3 - EAST ASIA AND THE PACIFIC VALPARAISO UNIVERSITY ADMINISTERS A STUDY ABROAD PROGRAM TO PROVIDE STUDENTS WITH EDUCATIONAL EXPERIENCES IN HANGZHOU, CHINA. THE UNIVERSITY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES THROUGH STUDENT EXCHANGE AGREEMENTS WITH KANSAI GAIDAI UNIVERSITY IN JAPAN AND PAYAP UNIVERSITY IN CHIANG MAI, THAILAND. OTHER EDUCATIONAL OPPORTUNITIES INCLUDE INDEPENDENT STUDY IN UNIVERSITY OF OTAGO IN NEW ZEALAND. PART I LINE 3 - SUB-SAHARAN AFRICA VALPARAISO UNIVERSITY PROVIDES EDUCATIONAL OPPORTUNITIES THROUGH A COOPERATIVE AGREEMENT IN WINDHOEK, NAMIBIA. PART I LINE 3 - EUROPE (INCLUDING ICELAND AND GREENALAND) Valparaiso University administers study abroad programs to provide students with educational experiences in Reutlingen, Germany and Cambridge, UK. The University also provides study abroad opportunities through student exchange agreements with European colleagues and universities in the UK, France, Germany, The Netherlands, and Spain. Other educational opportunities through cooperative agreements are available in Spain, Ireland, France, and Greece. PART I LINE 3 - CENTRAL/SOUTH AMERICA Valparaiso University administers a study abroad program to provide students with educational experiences in San Jose (Heredia), Costa Rica. The University also provides study abroad opportunities through a student exchange agreement in the Chile. X X X X X X X true RUFFALO NOEL LEVITZ CALL CENTER FUNDRAISING false 199812 164706 35106 ROYALL COMPANY EMAIL & DIR false 1098057 134269 963788 1297869 298975 998894 AL AK AZ CA CO CT DC FL GA HI IL IN KS KY LA ME MD MI MN MO NV NH NJ NM NY ND OH OK OR PA RI TN UT VA WA WI true SCHOLARSHIPS 3617 71008482 SCHEDULE I, PART I, LINE 2 VALPARAISO UNIVERSITY IS COMMITTED TO PROVIDING RESOURCES NECESSARY TO HELP STUDENTS COMPLETE THEIR EDUCATION. IN SELECTING THE STUDENTS TO RECEIVE THIS ASSISTANCE, THE UNIVERSITY PLACES PRIMARY EMPHASIS ON THE STUDENT'S ACADEMIC ACHIEVEMENT AND FINANCIAL NEED. AWARDS ARE DETERMINED BY THE UNIVERSITY SCHOLARSHIP COMMITTEE. UPON ENROLLMENT VERIFICATION, THE AWARDS ARE USED TO OFFSET THE COST OF ATTENDANCE. X true true X X X X true false false false false false false false false HECKLER MARK A PRESIDENT 389584 0 0 0 17457 0 19875 0 11092 0 438008 0 HOLLANDER LISA A VICE-PRESIDENT ADVANCEMENT 245797 0 0 0 0 0 18445 0 12126 0 276368 0 JOSEPH MICHAEL A VICE-PRESIDENT ENROLLMENT 233545 0 0 0 0 0 17970 0 12759 0 264274 0 FARHA DARRON C VP & General counsel/SECRETARY 221275 0 0 0 0 0 17140 0 16531 0 254946 0 SCROGGINS SUSAN D VP FOR FINANCE & ADMN/TREAS. 223273 0 0 0 0 0 17146 0 12983 0 253402 0 HUNTER BONNIE L VICE-PRESIDENT STUDENT AFFAIRS 177540 0 0 0 0 0 13537 0 4112 0 195189 0 BIERMANN MARK L PROVOST & EXECUTIVE VP FOR ACA 217147 0 0 0 0 0 16830 0 16521 0 250498 0 MOSKOWITZ SEYMOUR SENIOR LAW RESEARCH PROFESSOR 116646 0 0 0 231923 0 21270 0 8138 0 377977 0 LIND JOELLEN LAW PROFESSOR 108602 0 0 0 211620 0 22984 0 2528 0 345734 0 LOTTICH MATT HEAD BASKETBALL COACH 224878 0 0 0 0 0 17328 0 15237 0 257443 0 BODENSTEINER IVAN E LAW PROFESSOR 70931 0 0 0 145682 0 16591 0 7418 0 240622 0 LEVINSON ROSALIE B SENIOR LAW RESEARCH PROFESSOR 66770 0 0 0 144035 0 16029 0 8151 0 234985 0 KILPINEN JON T DEAN COLLEGE OF ARTS AND SCIEN 172327 0 0 0 0 0 13466 0 13778 0 199571 0 SCHEDULE J, PART I, LINE 1A THE PRESIDENT IS PROVIDED HOUSING IN THE UNIVERSITY RESIDENCE AS A CONDITION OF EMPLOYMENT. THE RESIDENCE IS REGULARLY USED FOR BUSINESS PURPOSES INCLUDING MEETINGS AND EVENTS WITH FACULTY, STAFF, STUDENTS, DONORS AND OTHER UNIVERSITY CONSTITUENTS. SCHEDULE J, PART II, COLUMN B (iii) OTHER REPORTABLE COMPENSATION FOR SEYMOUR MOSKOWITZ, JOELLEN LIND, IVAN E. BODENSTEINER AND ROSALIE B. LEVINSON CONTAINS SEVERANCE PAYOUTS FOR THE FULL AMOUNT. A INDIANA FINANCE AUTHORITY 351602316 455057KK4 2007-11-08 31469854 CONSTRUCTION OF PARKING FACILITY false false false B INDIANA FINANCE AUTHORITY 351602316 455057YZ6 2010-06-23 30421188 CONSTRUCTION OF THE WELCOME CENTER false false false C INDIANA FINANCE AUTHORITY 351602316 3135GOXP3 2014-09-25 42155000 CONSTRUCTION OF BEACON HALL false false false A 2195000 0 31469854 0 2141871 0 283698 0 0 1186156 28017673 0 2010 true false true true B 0 0 30421188 0 535000 0 281865 0 0 9569323 20570000 0 true false true true C 0 0 45238325 0 3114905 0 231856 0 0 0 16766000 0 false false false true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true A false false true false false false 0 false 0 false true B false false false true 0 false 0 false true C false false false true false false 0 false 0 false true A true B true C true MARK HAGERMAN BOARD MEMBER 16871961 CONSTRUCTION SERVICES false MIRANDA JACK MARK HECKLER'S DAUGHTER 26500 COMPENSATION false KELLI GARIGLIETTI FARA DARRON FARHA'S WIFE 27000 COMPENSATION false JULIA BOCHNOWSKI DAVID BOCHNOWSKI'S DAUGHT 68646 COMPENSATION false X 22 112024 APPRAISAL X 2507 FAIR MARKET VALUE X 19756 FAIR MARKET VALUE X 46 2081177 FAIR MARKET VALUE 3 false true false Line 32b Valparaiso University uses Merrill Lynch to sell stock and securities received as gifts from donors. PART VI, SECTION A, LINE 1B MARK F. HAGERMAN, DAVID A. BOCHNOWSKI AND MARK A. HECKLER ARE CONSIDERED NON-INDEPENDENT BOARD MEMBERS DUE TO TRANSACTIONS LISTED ON SCHEDULE L. MARK HECKLER IS ALSO A PAID EMPLOYEE OF THE ORGANIZATION. PART VI, SECTION A, LINE 2 FRED KRAEGEL, BONNIE RAQUET AND N. CORNELL BOGGS, III HAVE A BUSINESS RELATIONSHIP. JOYCE HAGEN-FITES AND COLETTE IRWIN-KNOTT HAVE A FAMILY RELATIONSHIP. PART VI, SECTION B, LINE 11B CONSISTENT WITH ITS FIDUCIARY RESPONSIBILITIES, THE BOARD OF DIRECTORS OF THE LUTHERAN UNIVERSITY ASSOCIATION, INC D/B/A VALPARAISO UNIVERSITY ADOPTED THE FOLLOWING PROCEDURE FOR ANNUAL REVIEW OF THE UNIVERSITY'S RESPONSES TO INTERNAL REVENUE CODE FORM 990: (1) THIRTY DAYS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE, OR AS SOON AS PRACTICABLE PRIOR TO FILING, THE AUDIT COMMITTEE WILL REVIEW AND COMMENT ON THE FORM 990 (2) FOLLOWING REVIEW BY THE AUDIT COMMITTEE AND PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, THE FINAL FORM 990, EXCLUDING SCHEDULE B TO HONOR DONOR CONFIDENTIALITY, SHALL BE TRANSMITTED TO ALL BOARD MEMBERS. THE MOST EXPEDITIOUS METHOD OF TRANSMISSION, WHETHER IN PAPER FORM OR ELECTRONIC WILL BE DETERMINED IN THE DISCRETION OF THE UNIVERSITY ADMINISTRATION. THIS RETURN WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE ON APRIL 16, 2018 AND UPON APPROVAL WAS POSTED ELECTRONICALLY FOR FULL BOARD REVIEW. PART VI, SECTION B, LINE 12C THE POLICY FOR THE DISCLOSURE OF EXISTING OR POTENTIAL CONFLICTS OF INTEREST, SHALL BE ADMINISTERED IN THE FOLLOWING MANNER: 1. CURRENT AND CERTAIN FORMER DIRECTORS, OFFICERS, AND KEY EMPLOYEES SHALL ANNUALLY RECEIVE A COPY OF THE POLICY STATEMENT ON CONFLICTS OF INTEREST AND BE ASKED TO COMPLETE A QUESTIONNAIRE AS TO THEIR INTERESTS. THE BOARD CHAIR AND THE PRESIDENT SHALL HAVE DISCRETION TO APPLY THIS REQUIREMENT TO OTHER EMPLOYEES (SUCH AS EMPLOYEES WITH SIGNIFICANT PROCUREMENT RESPONSIBILITIES). 2. ANY EXISTING OR POTENTIAL CONFLICT OF INTEREST ON THE PART OF A DIRECTOR IS TO BE DISCLOSED TO THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD. THE CHAIR OF THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE BOARD CHAIR, THE PRESIDENT, AND THE GENERAL COUNSEL, WILL DISCUSS WITH THE DIRECTOR OPTIONS FOR RESOLVING THE CONFLICT. A CONFLICT OF INTEREST MAY BE WAIVED IF THE CHAIR OF THE GOVERNANCE COMMITTEE, IN CONSULTATION WITH THE BOARD CHAIR, THE PRESIDENT, AND THE GENERAL COUNSEL, DETERMINES THAT THE TRANSACTION OR CIRCUMSTANCE IS IN THE BEST INTERESTS OF THE UNIVERSITY. WHETHER OR NOT A CONFLICT IS WAIVED, A DIRECTOR WHO HAS AN EXISTING OR POTENTIAL CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, NOR SHOULD THE DIRECTOR BE COUNTED IN DETERMINING A QUORUM, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF ANY MEETING SHOULD REFLECT THAT THE DIRECTOR DISCLOSED THE CONFLICT, ABSTAINED FROM VOTING, AND THAT A QUORUM EXISTED EVEN THOUGH THE DIRECTOR IS NOT COUNTED TOWARD THAT QUORUM. THIS REQUIREMENT DOES NOT PREVENT A DIRECTOR FROM STATING HIS OR HER POSITION ON THE MATTER OR FROM ANSWERING PERTINENT QUESTIONS OF OTHER DIRECTORS WHERE THE DIRECTOR'S KNOWLEDGE MAY ASSIST THE OTHER DIRECTORS. 3. ANY EXISTING OR POTENTIAL CONFLICT OF INTEREST ON THE PART OF AN OFFICER, KEY EMPLOYEE, OR OTHER DESIGNATED EMPLOYEE IS TO BE DISCLOSED TO THE GENERAL COUNSEL AND BROUGHT TO THE ATTENTION OF THE PRESIDENT. THE GENERAL COUNSEL, IN CONSULTATION WITH THE PRESIDENT, WILL DISCUSS WITH THE OFFICER OR EMPLOYEE OPTIONS FOR RESOLVING THE CONFLICT. A CONFLICT OF INTEREST MAY BE WAIVED IF THE GENERAL COUNSEL, IN CONSULTATION WITH THE PRESIDENT, DETERMINES THAT THE TRANSACTION OR CIRCUMSTANCE IS IN THE BEST INTERESTS OF THE UNIVERSITY. THE GENERAL COUNSEL SHALL REPORT TO THE GOVERNANCE COMMITTEE ANY CONFLICTS OF INTEREST AND THE RESOLUTION OR WAIVER OF SAME. PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR AN ANNUAL REVIEW OF COMPENSATION FOR COMPENSATED OFFICES AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. THE REVIEW WAS LAST UNDERTAKEN SPRING OF 2016. INFORMATION FROM OUTSIDE CONSULTANTS AS WELL AS PEER AND INDUSTRY DATA WAS REVIEWED TO DETERMINE EQUITABLE, COMPETITIVE COMPENSATION PACKAGES. PART VI, SECTION B, LINE 15B THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR AN ANNUAL REVIEW OF COMPENSATION FOR COMPENSATED OFFICES AND OTHER KEY EMPLOYEES OF THE UNIVERSITY. THE REVIEW WAS LAST UNDERTAKEN SPRING OF 2016. INFORMATION FROM OUTSIDE CONSULTANTS AS WELL AS PEER AND INDUSTRY DATA WAS REVIEWED TO DETERMINE EQUITABLE, COMPETITIVE COMPENSATION PACKAGES. PART VI, SECTION C, LINE 19 VALPARAISO UNIVERSITY CURRENTLY DOES NOT PROVIDE GOVERNING DOCUMENTS OR THE CONFLICT OF INTEREST POLICY TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE OBTAINED FROM THE OFFICE OF THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 540,400 CHANGE IN DISCOUNT & ALLOWANCE $ 122,208 TOTAL $ 662,608 SCHEDULE B FORM 990 SCHEDULE OF CONTRIBUTORS IS NOT SUBEJCT TO PUBLIC DISCLOSURE PURSUANT TO THE UNITED STATES FREEDOM OF INFORMATION ACT. VU INT'L COLLABORATION LLC 1700 CHAPEL DRIVE VALPARAISO IN 46383 453588931 CHARITABLE DE -2712 23026 LUA INC VU PROPERTY HOLDINGS I LLC 1700 CHAPEL DRIVE VALPARAISO IN 46383 452856225 R/E HOLDINGS IN 0 LUA INC VU PROPERTY HOLDINGS II LLC 1700 CHAPEL DRIVE VALPARAISO IN 46383 455235826 R/E HOLDINGS IN -41475 21020 LUA INC INDEPENDENT COLLEGES OF INDIANA INC 101 W OHIO STREET SUITE 300 INDIANAPOLIS IN 46204 310901001 EDUCATION IN 501(C)(3) 12A NA false false false false false false false false false false false false false false false false false false false false