2017-03-01T13:47:24-06:00 2016-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2015-07-01 344428219 HEIDELBERG UNIVERSITY % KELLY WARNKE HEID 4194482228 310 EAST MARKET ST TIFFIN OH 448832462 HOA NGUYEN VP FOR ADMINISTRATIO 4194482517 2017-05-15 true Joyce A Dulworth P00151125 2604604000 2015 2021-01-29 14:40:06Z ROBERT HUNTINGTON 310 EAST MARKET STREET TIFFIN OH 44883 61401272 false X WWW.HEIDELBERG.EDU X 1850 OH A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. 32 32 1003 32 5405 1902 7107191 7335949 39218626 38304227 3102345 1963419 185347 184687 49613509 47788282 14538361 14701866 0 0 16922923 17488578 0 0 717113 14761758 14382417 46223042 46572861 3390467 1215421 132662854 130000586 27127140 25421666 105535714 104578920 X 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. 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AUXILIARY SERVICES TO OUR APPROXIMATELY 781 RESIDENT STUDENTS INCLUDE ROOM AND BOARD AS WELL AS OUR BOOKSTORE. 42412751 true true false false false false false true false true true false false false true false true false true true true false false false true false false false true true true false false false false false false false false false false true false false false false false false false false true 85 0 true 1003 true true true true GM false false false true true false false false false X 32 32 false false false false false false false true true false false true true true true true true true true false X KELLY WARNKE 4194482517 310 EAST MARKET STREET TIFFIN OH 44883 MARSHA BORDNER PHD TRUSTEE 2.0 0.0 X 0 0 0 GARY BRYENTON ESQ TRUSTEE 2.0 0.0 X 0 0 0 CAROL CARTWRIGHT PHD TRUSTEE 2.0 0.0 X 0 0 0 CHARLES COLE TRUSTEE 2.0 0.0 X 0 0 0 DAVID DRAKE DDS TRUSTEE 2.0 0.0 X 0 0 0 GARY DUNCAN TRUSTEE 2.0 0.0 X 0 0 0 ERNEST ESTEP MD TRUSTEE 2.0 0.0 X 0 0 0 KATHLEEN GEIER TRUSTEE 2.0 0.0 X 0 0 0 THEODORE HIERONYMUS TRUSTEE 2.0 0.0 X 0 0 0 ANDREW KALNOW TRUSTEE 2.0 0.0 X 0 0 0 KRIS KLEPPER TRUSTEE 2.0 0.0 X 0 0 0 JOHN KRATZ BOARD 1ST VICE CHAIR 2.0 0.0 X X 0 0 0 WILLIAM LANDESS TRUSTEE 2.0 0.0 X 0 0 0 SONDRA LIBMAN BOARD CHAIR 2.0 0.0 X X 0 0 0 REV BETH LONG-HIGGINS TRUSTEE 2.0 0.0 X 0 0 0 STEVE MARIN TRUSTEE 2.0 0.0 X 0 0 0 JERILYN MEDREA TRUSTEE 2.0 0.0 X 0 0 0 ROBERT MEYER TRUSTEE 2.0 0.0 X 0 0 0 KIMBERLY NEWMAN TRUSTEE 2.0 0.0 X 0 0 0 RICHARD ODELL TRUSTEE 2.0 0.0 X 0 0 0 R JAMES ORR ESQ TRUSTEE 2.0 0.0 X 0 0 0 TERRY OWEN PHD TRUSTEE 2.0 0.0 X 0 0 0 ANTHONY PARADISO TRUSTEE 2.0 0.0 X 0 0 0 REV RALPH QUELLHORST BOARD 2ND VICE CHAIR 2.0 0.0 X X 0 0 0 LARRY ROPER PHD TRUSTEE 2.0 0.0 X 0 0 0 LEE SHOBE TRUSTEE 2.0 0.0 X 0 0 0 ELIZABETH SMITH ESQ BOARD SECRETARY 2.0 0.0 X X 0 0 0 VICTOR STRIMBU ESQ TRUSTEE 2.0 0.0 X 0 0 0 RALPH TALMAGE BOARD TREASURER 2.0 0.0 X X 0 0 0 SUSAN WOLF MD PHD TRUSTEE 2.0 0.0 X 0 0 0 WADE YOUNG MD TRUSTEE 2.0 0.0 X 0 0 0 KAREN GILLMOR PHD TRUSTEE 2.0 0.0 X 0 0 0 ROBERT HUNTINGTON EDD PRESIDENT 40.0 0.0 X 259145 0 55360 MARK KELLAR VP OF ENROLLMENT 40.0 0.0 X 113083 0 8070 CONNIE HARRIS VP OF INSTITUTIONAL ADVNCEMENT 40.0 0.0 X 146461 0 20573 DUSTIN BRENTLINGER VP OF STUDENT SERVICES 40.0 0.0 X 65324 0 20781 JOHN WILKIN VP FOR ADMIN & BUSINESS AFFAIR 40.0 0.0 X 132684 0 31982 BETH SCHWARTZ PHD VP FOR ACADEMIC AFFAIRS/PROVOS 40.0 0.0 X 65291 0 12905 DAVE WEININGER VP FOR ACADEMIC AFFAIRS/PROVOS 40.0 0.0 X 85596 0 14518 DR HASEEB AHMED DEAN OF THE SCHOOL OF BUSINESS 40.0 0.0 X 122420 0 32193 990004 0 196382 5 false true false ARAMARK CAMPUS SERVICES 310 E MARKET ST TIFFIN OH 44883 CAFETERIA MANAGEMENT 3215903 BLISS CORPORATION 1415 SANDUSKY ST FOSTORIA OH 44830 CHARTERS 133755 JACKS HEAT AIR CONDITION AND PLUM 450 OLIVE STREET FINDLAY OH 45840 CONSTRUCTION 104645 JONES SCHLATER FLOORING 57 KLEMA DRIVE N REYNOLDSBURG OH 43068 CONSTRUCTION 117669 WELLS FARGO INSURANCE SERVICES PO BOX 203417 DALLAS TX 75320 INVESTMENT SERVICES 115850 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31143265 -2020032 374128 -1645904 32789169 145064 14854049 14999113 47788282 32100059 374128 374128 31725931 145064 14701866 14846930 46572861 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. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE 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. EUROPE (INCLUDING ICELAND AND GREENLAND) 1 2 PROGRAM SERVICES RECRUITING PROGRAM 498557 1 2 1 2 498557 498557 false false false false false false SCHEDULE F, PART I, LINE 2 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. GOLF OUTING 32501 32501 4261 8023 2172 0 32501 32501 4261 8023 2172 14456 18045 true SCHOLARSHIPS 1066 14701866 SCHEDULE I, PART I, LINE 2 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. X true true X X X X false false false false false false false false false ROBERT HUNTINGTON EDD PRESIDENT 205947 0 0 0 53198 0 14500 0 40860 0 314505 0 0 0 CONNIE HARRIS VP OF INSTITUTIONAL ADVNCEMENT 143829 0 0 0 2632 0 8850 0 11723 0 167034 0 0 0 JOHN WILKIN VP FOR ADMIN & BUSINESS AFFAIR 132684 0 0 0 0 0 8700 0 23282 0 164666 0 0 0 DR HASEEB AHMED DEAN OF THE SCHOOL OF BUSINESS 122420 0 0 0 0 0 7725 0 24468 0 154613 0 0 0 SCHEDULE J, PART I, LINE 1A 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. A COUNTY OF SENECA OHIO 346401331 2013-06-27 18561527 HEIDELBERG UNIVERSITY PROJECT false false false A 12580000 0 18490397 0 0 0 71130 0 0 0 0 0 true false true true A false false false false 0 false false false true A false false false true true true FIFTH THIRD 10. false false false 0 false true A true SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED ON 11/25/13. X 14 644612 FMV X DRAPERY & TRUSS SYSTEM 1 5000 ACTUAL DISCOUNT X PIANO 1 10428 FMV X MUSIC 1 7521 FMV X FLATWEAR 1 2509 FMV false true true SCHEDULE M, PART I, LINE 32B NONCASH CONTRIBUTIONS THE UNIVERSITY USES ROSS SINCLAIRE AND ASSOCIATES LLC AND WELLS FARGO TO LIQUIDATE STOCK GIFTS RECEIVED. 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