HEIDELBERG UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEIDELBERG UNIVERSITY (EIN 34-4428219)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-01
- IRS object ID
- 201700609349300125
- Schema version
- 2015v3.0
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-01T13:47:24-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344428219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEIDELBERG UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KELLY WARNKE | InCareOfNm |
| Business Name Control | HEID | BusinessNameControlTxt |
| Phone | 4194482228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 EAST MARKET ST | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 448832462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOA NGUYEN | PersonNm |
| Person Title | VP FOR ADMINISTRATIO | PersonTitleTxt |
| Phone | 4194482517 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce A Dulworth | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT HUNTINGTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 EAST MARKET STREET | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44883 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,401,272 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEIDELBERG.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1850 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 1003 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $5,405 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,902 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,107,191 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,335,949 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,218,626 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,304,227 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,102,345 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,963,419 | CYInvestmentIncomeAmt |
| PY Other Revenue | $185,347 | PYOtherRevenueAmt |
| CY Other Revenue | $184,687 | CYOtherRevenueAmt |
| PY Total Revenue | $49,613,509 | PYTotalRevenueAmt |
| CY Total Revenue | $47,788,282 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,538,361 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,701,866 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,922,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,488,578 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $717,113 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,761,758 | PYOtherExpensesAmt |
| CY Other Expenses | $14,382,417 | CYOtherExpensesAmt |
| PY Total Expenses | $46,223,042 | PYTotalExpensesAmt |
| CY Total Expenses | $46,572,861 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,390,467 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,215,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $132,662,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,000,586 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,127,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,421,666 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,535,714 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,578,920 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEIDELBERG UNIVERSITY'S MISSION AND PROGRAMS ARE FIRMLY ROOTED IN LIBERAL ARTS WITH INNOVATIVE COURSEWORK IN SCIENCES, GLOBAL EDUCATION, BUSINESS AND RELATED GRADUATE-LEVEL PROGRAMS. QUALITY EDUCATION, SERVICES TO STUDENTS, A CLOSE PERSONAL LIVING ENVIRONMENT AND STRONG VALUES-CENTERED PHILOSOPHY ARE HALLMARKS OF A HEIDELBERG EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $42,412,751 | ExpenseAmt |
| Grant | $14,701,866 | GrantAmt |
| Revenue | $38,423,564 | RevenueAmt |
| Desc | FACULTY INSTRUCTION FOR 1,332 FULL AND PART-TIME STUDENTS SEEKING DEGREES FROM HEIDELBERG. STUDENT SERVICES PROVIDED TO OUR 1,332 FULL AND PART-TIME STUDENTS. THESE SERVICES INCLUDE ATHLETICS, FINANCIAL AID, OUR ADMISSIONS OFFICE AND SERVICES TO OUR RESIDENT STUDENTS. AUXILIARY SERVICES TO OUR APPROXIMATELY 781 RESIDENT STUDENTS INCLUDE ROOM AND BOARD AS WELL AS OUR BOOKSTORE. | Desc |
| Total Program Service Expenses | $42,412,751 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | 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 | false | 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 | false | 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 | false | DisregardedEntityInd |
| Related Entity | false | 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 | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1003 | 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 | GM | 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 | false | 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY WARNKE | PersonNm |
| Phone | 4194482517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 EAST MARKET STREET | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44883 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARSHA BORDNER PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GARY BRYENTON ESQ | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROL CARTWRIGHT PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES COLE | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DRAKE DDS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GARY DUNCAN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST ESTEP MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN GEIER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE HIERONYMUS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW KALNOW | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KRIS KLEPPER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KRATZ | ||||||||
| BOARD 1ST VICE CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM LANDESS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SONDRA LIBMAN | ||||||||
| BOARD CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| REV BETH LONG-HIGGINS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MARIN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JERILYN MEDREA | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MEYER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY NEWMAN | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ODELL | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| R JAMES ORR ESQ | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TERRY OWEN PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY PARADISO | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REV RALPH QUELLHORST | ||||||||
| BOARD 2ND VICE CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARRY ROPER PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LEE SHOBE | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH SMITH ESQ | ||||||||
| BOARD SECRETARY | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VICTOR STRIMBU ESQ | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RALPH TALMAGE | ||||||||
| BOARD TREASURER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN WOLF MD PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WADE YOUNG MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KAREN GILLMOR PHD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HUNTINGTON EDD | ||||||||
| PRESIDENT | 40.0 | 0.0 | $259,145 | $0 | $55,360 | Yes (X) | ||
| MARK KELLAR | ||||||||
| VP OF ENROLLMENT | 40.0 | 0.0 | $113,083 | $0 | $8,070 | Yes (X) | ||
| CONNIE HARRIS | ||||||||
| VP OF INSTITUTIONAL ADVNCEMENT | 40.0 | 0.0 | $146,461 | $0 | $20,573 | Yes (X) | ||
| DUSTIN BRENTLINGER | ||||||||
| VP OF STUDENT SERVICES | 40.0 | 0.0 | $65,324 | $0 | $20,781 | Yes (X) | ||
| JOHN WILKIN | ||||||||
| VP FOR ADMIN & BUSINESS AFFAIR | 40.0 | 0.0 | $132,684 | $0 | $31,982 | Yes (X) | ||
| BETH SCHWARTZ PHD | ||||||||
| VP FOR ACADEMIC AFFAIRS/PROVOS | 40.0 | 0.0 | $65,291 | $0 | $12,905 | Yes (X) | ||
| DAVE WEININGER | ||||||||
| VP FOR ACADEMIC AFFAIRS/PROVOS | 40.0 | 0.0 | $85,596 | $0 | $14,518 | Yes (X) | ||
| DR HASEEB AHMED | ||||||||
| DEAN OF THE SCHOOL OF BUSINESS | 40.0 | 0.0 | $122,420 | $0 | $32,193 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $990,004 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,382 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK CAMPUS SERVICES | |||||
| 310 E MARKET ST | TIFFIN | OH | 44883 | CAFETERIA MANAGEMENT | $3,215,903 |
| BLISS CORPORATION | |||||
| 1415 SANDUSKY ST | FOSTORIA | OH | 44830 | CHARTERS | $133,755 |
| JACKS HEAT AIR CONDITION AND PLUM | |||||
| 450 OLIVE STREET | FINDLAY | OH | 45840 | CONSTRUCTION | $104,645 |
| JONES SCHLATER FLOORING | |||||
| 57 KLEMA DRIVE N | REYNOLDSBURG | OH | 43068 | CONSTRUCTION | $117,669 |
| WELLS FARGO INSURANCE SERVICES | |||||
| PO BOX 203417 | DALLAS | TX | 75320 | INVESTMENT SERVICES | $115,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Government Grants | $142,849 | GovernmentGrantsAmt |
| All Other Contributions | $7,193,100 | AllOtherContributionsAmt |
| Noncash Contributions | $670,070 | NoncashContributionsAmt |
| Total Contributions | $7,335,949 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $30,071,714 | $30,071,714 |
| RESIDENCE HALLS | 611710 | $3,881,591 | $3,881,591 |
| FOOD SERVICE | 611710 | $3,652,941 | $3,652,941 |
| CONFERENCE REVENUE | 611710 | $331,458 | $331,458 |
| DEPARTMENTAL SERVICES REVENUE | 611710 | $168,159 | $168,159 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $198,364 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,304,227 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,153,022 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,405 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,147,617 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,305 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,305 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,305 | TotalRevenueColumnAmt |
| Exclusion | $47,305 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,049,259 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,238,862 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $810,397 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $810,397 | TotalRevenueColumnAmt |
| Exclusion | $810,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,501 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $14,456 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,045 | TotalRevenueColumnAmt |
| Exclusion | $18,045 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $479,009 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $359,672 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,337 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,788,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,423,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,405 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,023,364 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,701,866 | TotalAmt |
| Program Services | $14,701,866 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,379 | TotalAmt |
| Program Services | $672,615 | ProgramServicesAmt |
| Management And General | $105,349 | ManagementAndGeneralAmt |
| Fundraising | $32,415 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,416,557 | TotalAmt |
| Program Services | $10,719,978 | ProgramServicesAmt |
| Management And General | $1,301,769 | ManagementAndGeneralAmt |
| Fundraising | $394,810 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,244 | TotalAmt |
| Program Services | $488,577 | ProgramServicesAmt |
| Management And General | $60,345 | ManagementAndGeneralAmt |
| Fundraising | $18,322 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,796,073 | TotalAmt |
| Program Services | $2,408,307 | ProgramServicesAmt |
| Management And General | $297,454 | ManagementAndGeneralAmt |
| Fundraising | $90,312 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,325 | TotalAmt |
| Program Services | $773,743 | ProgramServicesAmt |
| Management And General | $95,566 | ManagementAndGeneralAmt |
| Fundraising | $29,016 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,435 | TotalAmt |
| Management And General | $126,435 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,500 | TotalAmt |
| Management And General | $89,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,064 | TotalAmt |
| Management And General | $145,064 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,941,081 | TotalAmt |
| Program Services | $3,781,686 | ProgramServicesAmt |
| Management And General | $100,302 | ManagementAndGeneralAmt |
| Fundraising | $59,093 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,972 | TotalAmt |
| Program Services | $193,137 | ProgramServicesAmt |
| Management And General | $46,840 | ManagementAndGeneralAmt |
| Fundraising | $4,995 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,229,221 | TotalAmt |
| Program Services | $1,646,214 | ProgramServicesAmt |
| Management And General | $533,519 | ManagementAndGeneralAmt |
| Fundraising | $49,488 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,489 | TotalAmt |
| Program Services | $179,489 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,798,956 | TotalAmt |
| Program Services | $2,727,771 | ProgramServicesAmt |
| Management And General | $50,823 | ManagementAndGeneralAmt |
| Fundraising | $20,362 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,734 | TotalAmt |
| Program Services | $569,811 | ProgramServicesAmt |
| Management And General | $26,294 | ManagementAndGeneralAmt |
| Fundraising | $17,629 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,868 | TotalAmt |
| Program Services | $100,078 | ProgramServicesAmt |
| Management And General | $2,432 | ManagementAndGeneralAmt |
| Fundraising | $358 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,113 | TotalAmt |
| Program Services | $550,902 | ProgramServicesAmt |
| Management And General | $61,211 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,009 | TotalAmt |
| Program Services | $2,019,009 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,677 | TotalAmt |
| Program Services | $120,374 | ProgramServicesAmt |
| Management And General | $349,303 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $810,298 | TotalAmt |
| Program Services | $759,194 | ProgramServicesAmt |
| Management And General | $50,791 | ManagementAndGeneralAmt |
| Fundraising | $313 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,572,861 | TotalAmt |
| Program Services | $42,412,751 | ProgramServicesAmt |
| Management And General | $3,442,997 | ManagementAndGeneralAmt |
| Fundraising | $717,113 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,200 | BOYAmt |
| EOY | $6,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,322,819 | BOYAmt |
| EOY | $14,994,693 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,244,948 | BOYAmt |
| EOY | $2,626,471 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,730,168 | BOYAmt |
| EOY | $1,920,950 | 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) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226,596 | BOYAmt |
| EOY | $2,076,433 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,253 | BOYAmt |
| EOY | $119,554 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,182 | BOYAmt |
| EOY | $854,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,748,013 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,303,523 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,146,140 | BOYAmt |
| EOY | $61,444,490 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,536,875 | BOYAmt |
| EOY | $41,388,883 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,770 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,823,903 | BOYAmt |
| EOY | $4,568,108 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,662,854 | BOYAmt |
| EOY | $130,000,586 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,509,689 | BOYAmt |
| EOY | $4,392,281 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,623 | BOYAmt |
| EOY | $1,529,003 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,994,989 | BOYAmt |
| EOY | $16,880,123 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,542 | BOYAmt |
| EOY | $916,808 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,648,297 | BOYAmt |
| EOY | $1,703,451 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,127,140 | BOYAmt |
| EOY | $25,421,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,478,114 | BOYAmt |
| EOY | $43,465,707 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,215,406 | BOYAmt |
| EOY | $15,446,342 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,842,194 | BOYAmt |
| EOY | $45,666,871 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,535,714 | BOYAmt |
| EOY | $104,578,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,662,854 | BOYAmt |
| EOY | $130,000,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,215,421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,020,032 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$152,183 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $38,715 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,764,724 | BeginningYearBalanceAmt |
| Contributions | $2,617,148 | ContributionsAmt |
| Investment Earnings Or Losses | -$846,274 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $988,633 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,709,138 | OtherExpendituresAmt |
| End Year Balance | $44,837,827 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,211,991 | BeginningYearBalanceAmt |
| Contributions | $3,361,513 | ContributionsAmt |
| Investment Earnings Or Losses | $900,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $973,948 | GrantsOrScholarshipsAmt |
| Other Expenditures | $735,813 | OtherExpendituresAmt |
| End Year Balance | $45,764,724 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,845,235 | BeginningYearBalanceAmt |
| Contributions | $4,553,001 | ContributionsAmt |
| Investment Earnings Or Losses | $6,901,032 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,164,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $922,521 | OtherExpendituresAmt |
| End Year Balance | $43,211,991 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,106,002 | BeginningYearBalanceAmt |
| Contributions | $2,437,463 | ContributionsAmt |
| Investment Earnings Or Losses | $3,668,697 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,330,865 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,036,062 | OtherExpendituresAmt |
| End Year Balance | $33,845,235 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,596,817 | BeginningYearBalanceAmt |
| Contributions | $1,593,216 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,023,053 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,129,521 | GrantsOrScholarshipsAmt |
| Other Expenditures | $931,457 | OtherExpendituresAmt |
| End Year Balance | $30,106,002 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08900 | 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 | $1,917,364 | OtherCostOrOtherBasisAmt |
| Book Value | $1,917,364 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,707,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,914,123 | DepreciationAmt |
| Book Value | $49,793,271 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,123,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,389,400 | DepreciationAmt |
| Book Value | $9,733,855 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $61,444,490 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS AND FUNDS HELD FOR OTHERS | $244,600 |
| ADVANCES FOR FEDERAL LOANS | $1,458,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,703,451 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $31,143,265 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,020,032 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $374,128 | OtherRevenueAmt |
| Revenue Not Reported | -$1,645,904 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,789,169 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $145,064 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $14,854,049 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $14,999,113 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,788,282 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,100,059 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $374,128 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $374,128 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,725,931 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $145,064 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $14,701,866 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $14,846,930 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,572,861 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | HEIDELBERG UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE TIFFIN COMMUNITY. |
| SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 380 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT INSTRUCTION, ACADEMIC SUPPORT, SCHOLARSHIPS, FACILITIES, AND OTHER ACTIVITIES OF THE ORGANIZATION. PART XI & XII, LINE 2D COST OF GOODS SOLD 359,672 SPECIAL EVENTS EXPENSE 14,456 TOTAL $374,128 PART XI, LINE 4B STUDENT AID 14,701,866 CHANGE IN VALUE OF SPLIT INTEREST 152,183 TOTAL $14,854,049 PART XII, LINE 4B STUDENT AID 14,701,866 |
| ASC 740 FOOTNOTE | 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. |
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 | THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS AFFIRMATIVE ACTION STATEMENT IN COLLEGE PUBLICATION AND SOLICITATIONS. |
| SCHEDULE E, PART I, LINE 6A | HEIDELBERG UNIVERSITY RECEIVES FINANCIAL AID AND GOVERNMENT GRANTS, SUCH AS THE PELL GRANT, STAFFORD LOAN, PARENT LOAN FOR UNDERGRADUATE STUDENTS, AND PERKINS LOAN. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | RECRUITING PROGRAM | SpecificServicesProvidedTxt |
| Region Total Expenditures | $498,557 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $498,557 | SubtotalSpentAmt |
| Total Spent | $498,557 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HEIDELBERG UNIVERSITY PARTICIPATES IN THE AMERICAN JUNIOR YEAR PROGRAM THROUGH WHICH THE UNIVERSITY PARTNERS WITH A SCHOOL IN GERMANY TO RECRUIT STUDENTS. HEIDELBERG RECEIVES TUITION REVENUE FROM STUDENTS RECRUITED THROUGH THIS PROGRAM. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $32,501 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,501 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,261 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,023 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,172 | FoodAndBeverageEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $32,501 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $32,501 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,261 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,023 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,172 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $14,456 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,045 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1066 | RecipientCnt |
| Cash Grant | $14,701,866 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID DEPARTMENT AND CREDITED DIRECTLY TO THE STUDENT ACCOUNT. EACH STUDENT APPLIES FOR FINANCIAL AID BY FILLING OUT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE AWARD IS BASED ON THE INFORMATION IN THIS APPLICATION. STUDENTS CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. THERE IS AN AWARD ELIGIBILITY CALCULATOR ON THE HEIDELBERG WEBSITE TO SEE IF YOU QUALIFY. | 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 HUNTINGTON EDD | ||||||||||||||
| PRESIDENT | $205,947 | $0 | $0 | $0 | $53,198 | $0 | $14,500 | $0 | $40,860 | $0 | $314,505 | $0 | $0 | $0 |
| CONNIE HARRIS | ||||||||||||||
| VP OF INSTITUTIONAL ADVNCEMENT | $143,829 | $0 | $0 | $0 | $2,632 | $0 | $8,850 | $0 | $11,723 | $0 | $167,034 | $0 | $0 | $0 |
| JOHN WILKIN | ||||||||||||||
| VP FOR ADMIN & BUSINESS AFFAIR | $132,684 | $0 | $0 | $0 | $0 | $0 | $8,700 | $0 | $23,282 | $0 | $164,666 | $0 | $0 | $0 |
| DR HASEEB AHMED | ||||||||||||||
| DEAN OF THE SCHOOL OF BUSINESS | $122,420 | $0 | $0 | $0 | $0 | $0 | $7,725 | $0 | $24,468 | $0 | $154,613 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | A CASH HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT ON A MONTHLY BASIS, WHICH IS A TAXABLE BENEFIT REPORTED ON THE W-2. THE PROPERTY IS NOT OWNED BY THE UNIVERSITY NOR IS THERE SUBSTANTIAL BUSINESS USE OF THE PROPERTY. | ExplanationTxt |
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 | COUNTY OF SENECA OHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346401331 | BondIssuerEIN |
| Bond Issued | 2013-06-27 | BondIssuedDt |
| Issue Price | $18,561,527 | IssuePriceAmt |
| Purpose | HEIDELBERG UNIVERSITY PROJECT | 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 | $12,580,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $18,490,397 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $71,130 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | 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 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| 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 | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFTH THIRD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10. | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, LINE 2C | FormAndLineReferenceDesc |
| Explanation | THE REBATE COMPUTATION WAS PERFORMED ON 11/25/13. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $644,612 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DRAPERY & TRUSS SYSTEM | 1 | $5,000 | ACTUAL DISCOUNT |
| Yes (X) | PIANO | 1 | $10,428 | FMV |
| Yes (X) | MUSIC | 1 | $7,521 | FMV |
| Yes (X) | FLATWEAR | 1 | $2,509 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | NONCASH CONTRIBUTIONS THE UNIVERSITY USES ROSS SINCLAIRE AND ASSOCIATES LLC AND WELLS FARGO TO LIQUIDATE STOCK GIFTS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER AND AN INDEPENDENT ACCOUNTING FIRM PERFORM A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM, EXCLUDING SCHEDULE B, IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A QUESTIONNAIRE IS PROVIDED TO TRUSTEES AND KEY EMPLOYEES ANNUALLY. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT OF THE UNIVERSITY AND PRESIDENT OF THE BOARD OF DIRECTORS. ANYONE WITH A CONFLICT WOULD NOT BE ALLOWED TO PARTICIPATE IN BOARD OF TRUSTEE DELIBERATIONS OR DECISIONS REGARDING THE TRANSACTION GIVING RISE TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | SALARIES FOR VICE PRESIDENTS AND ADMINISTRATORS ARE BASED ON COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES SALARY SURVEY DATA, AND PEER AND ASPIRANT SCHOOLS. OHIO ATHLETIC CONFERENCE SCHOOLS ARE ALSO USED AS A BASIS FOR SALARY COMPARISONS. THE PRESIDENT REVIEWS THE DATA AND DETERMINES COMPENSATION ACCORDINGLY. TO DETERMINE THE COMPENSATION FOR THE PRESIDENT, AN OUTSIDE CONSULTANT WAS HIRED FOR THE INITIAL HIRING PROCESS. IN ADDITION, A COMPARABILITY STUDY WAS PERFORMED USING THE DATA PROVIDED BY CUPA. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION AND DETERMINES COMPENSATION ACCORDINGLY. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON AN ANNUAL BASIS. |
| PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AT WWW.HEIDELBERG.EDU. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| PART XI, LINE 9 | CHANGE IN SPLIT INTEREST AGREEMENT -$152,183 |
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