2017-05-15T06:49:38-05:00 2016-06-30 420714325 RSM US LLP PO Box 99 Elkhart IN 465150099 990 2015-07-01 356071917 Ancilla Domini College ANCI 5749368898 9601 Union Road Donaldson IN 46513 Dr Ken Zirkle President 5749368898 2017-05-12 1 Erika Engler P01379489 5745220410 2015 2021-01-29 14:40:06Z Dr Ken Zirkle 9601 Union Road Donaldson IN 46513 14444234 0 X www.ancilla.edu X 1966 IN Ancilla College is a liberal arts institution of higher education. Ancilla College is a liberal arts institution of higher learning sponsored by the Poor Handmaids of Jesus Christ. The college's religious tradition is Roman Catholic; its climate ecumenical. In a caring environment, Ancilla serves a diverse population, as we transform and empower students to achieve high academic goals, lifelong learning, successful careers and values-centered lives. 29 29 159 65 0 0 1435842 1367306 4667425 7318322 398439 303073 122920 148980 6624626 9137681 1329359 2124773 0 0 3862728 4285452 0 0 292530 2501537 4615562 7693624 11025787 -1068998 -1888106 16914913 22489097 4074319 11836481 12840594 10652616 X Ancilla College is a liberal arts institution of higher education.Ancilla College is a liberal arts institution of higher learning sponsored by the Poor Handmaids of Jesus Christ. The college's religious tradition is roman catholic; its climate ecumenical. In a caring environment, Ancilla serves a diverse population, as we transform and empower students to achieve high academic goals, lifelong learning, successful careers and values-centered lives. 0 0 9848946 2124773 7393135 All activities relate to the education of approximately 500 students towards two year degrees or transfer to other colleges or universities. 9848946 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 511 0 1 159 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X MARCELLA HOPPLE 5749368898 9601 S UNION ROAD DONALDSON IN 46513 Francis Ellert Chair 1.00 X X 0 0 0 Randy Danielson Trustee 1.00 X 0 0 0 Suzanne Light Secretary 1.00 X X 0 0 0 Jessica Oliver Vice Chair 1.00 X X 0 0 0 Thomas Teghtmeyer Trustee 1.00 X 0 0 0 Sr Margaret Anne Henss PHJC, Trustee 1.00 X 0 0 0 Patricia Kitch Trustee 1.00 X 0 0 0 Jack Jordan Trustee 1.00 X 0 0 0 Sr Deanne Blume PHJC, Trustee 1.00 X 0 0 0 Sr Nora Hahn PHJC, Trustee 1.00 X 0 0 0 Sr Marlene Ann Lama PHJC, Trustee, Class B 1.00 X 0 0 0 Amanda Morris-Feldman Trustee 1.00 X 0 0 0 Brad Aquino Trustee 1.00 X 0 0 0 Daniel Chamberlin Trustee 1.00 X 0 0 0 Brad Serf Trustee 1.00 X 0 0 0 Larry Faulstich PHJC Designee, Trustee 1.00 X 0 0 0 Chuck Hardesty Trustee 1.00 X 0 0 0 Sr Judith Diltz PHJC, Ex-Offico Class B 1.00 X 0 0 0 Sr Michele Dvorak PHJC, Ex-Offico Class B 1.00 X 0 0 0 Carol Bowen Trustee 1.00 X 0 0 0 John Chandler PHJC Designee, Trustee 1.00 X 0 0 0 John DeSalle Trustee 1.00 X 0 0 0 Donald Groenleer Trustee 1.00 X 0 0 0 Sr Elise Kriss OSF, PHJC Designee, Trustee 1.00 X 0 0 0 Adam Lukenbill Trustee 1.00 X 0 0 0 David Vermillion Trustee 1.00 X 0 0 0 Ralph Winters Trustee 1.00 X 0 0 0 Loretta Schmidt Trustee 1.00 X 0 0 0 Pete Peupuet Trustee 1.00 X 0 0 0 Dr Ken Zirkle President 50.00 X 0 0 0 Michael J Brown VP of Finance & Admin/CFO 50.00 X 99420 0 16497 99420 0 16497 0 0 0 0 Michael Kinder & Sons Inc 5206 Decatur Road Fort Wayne IN 46806 Construction 6423284 Registry for College and University Pres 3 Centennial Drive Peabody MA 01960 Administrative Support 236700 2 61117 1306189 1367306 STUDENT TUITION & FEES 611600 6279092 6279092 STUDENT HOUSING 611600 818268 818268 SCILL 611600 178326 178326 MISCELLANEOUS INCOME 611600 42636 42636 7318322 123516 123516 5232057 5052500 179557 179557 179557 107526 33359 74167 74167 295507 220694 74813 74813 9137681 7393135 0 377240 X 2124773 2124773 358887 116015 121816 121056 3043370 2849060 150725 43585 146926 137229 9697 509706 465688 33256 10762 226563 213251 11564 1748 45603 45603 1266741 989355 216447 60939 154641 152579 2062 340460 304394 11157 24909 43967 41757 2210 388324 376444 7920 3960 212397 197650 11002 3745 95901 52011 40308 3582 250239 250239 537787 528672 6289 2826 76187 43253 32934 BAD DEBT EXPENSE 174702 174702 EQUIPMENT AND REPAIRS 65018 63884 948 186 STUDENT SUPPORT 17816 17816 TUTORING PROGRAM 11312 11312 934467 913564 9943 10960 11025787 9848946 884311 292530 8447 10235 2011297 644574 616440 443450 49251 56761 70911 108903 72898 73842 19351184 4238297 7781446 15112887 6097678 5801045 206545 237400 16914913 22489097 1837867 2603990 2236452 9232491 4074319 11836481 X 7054471 5370760 4302506 3705041 1483617 1576815 12840594 10652616 16914913 22489097 X -1888106 -299872 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3538252 96788 6994 -126137 3515897 3462098 90461 102117 -116424 3538252 2662623 394301 511495 -106321 3462098 2431404 14080 317778 -100639 2662623 2485724 16583 67469 -138372 2431404 0.42600 0.44850 0.12550 1 0 17133351 2630168 14503183 1511200 1145602 365598 706633 462527 244106 15112887 X 6933730 -299872 220694 -79178 7012908 2124773 2124773 9137681 9121708 220694 220694 8901014 2124773 2124773 11025787 Part V, Line 4: Restrictions relate to funds given to the college for specific purposes, such as capital acquisitions, educational support, loans, and scholarships to students from government and private sources. Part X, Line 2: The College has received a determination letter from the Internal Revenue Service indicating it is a tax exempt organization as provided in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes on income related to its exempt purpose. The College follows the accounting guidance for uncertainty in income taxes. The standard clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. The guidance also addresses derecognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management believes the College has no material uncertainties in income taxes. The College files Form 990 in the U.S. federal jurisdiction and the related state of Indiana filing. With few exceptions, the College is no longer subject to examination by the Internal Revenue Service or state of Indiana for years before 2013. Part XII, lines 2d and 4b Bookstore cost of goods sold is recorded as an expense in the audited financial statements, but is treated as a reduction of revenue for the 990. Student scholarships and grants are recorded as a reduction of revenue in the audited financial statements, but are treated as an expense for the 990. Part XIII, lines 2d and 4b Bookstore cost of goods sold is recorded as an expense in the audited financial statements, but is treated as a reduction of revenue for the 990. Student scholarships and grants are recorded as a reduction of revenue in the audited financial statements, but are treated as an expense for the 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Radio and newspaper advertising, and through catalog and admissions materials. Schedule E, Part I, Line 6 The government assistance consists of monies from the department of education relating to the direct laon program, Pell Grants, SEOG Grants and federal work study for students attending Ancilla Domini College. GOLF OUTING 51299 0 51299 20094 SCHOLARSHIP DINNER 56227 56227 13265 107526 107526 33359 33359 74167 1 Scholarships and grants for students attending Ancilla Domini College. 486 2124773 0 Fair Market Value Part I, Line 2: Student eligibility data was matched against scholarship and grant award criteria prior to awarding of funds. Form 990, Part VI, Section A, line 2 Trustees Sr. Nora Hahn, Sr. Michele Dvorak, Sr. Marlene Ann Lama, Sr. Deanne Blume, Sr. Margaret Ann Henss and Sr. Judith Diltz are all members of The Poor Handmaids of Jesus Christ, the sponsoring organization of the college. Form 990, Part VI, Section A, line 7a The Board of Trustees shall consist of two classes of voting trustees, class A and class B, which together shall equal the total number of trustees. One third of the total number of trustees, class A and class B together, shall be sisters of The Poor Handmaids of Jesus Christ or their designee. Form 990, Part VI, Section A, line 7b Class B trustees shall be, ex-officio: a) the provincial of the congregation of The Poor Handmaids of Jesus Christ; b) the provincial council/college liaison; and c) one other member of the congregation, appointed by the provincial of the congregation. The secretary of the congregation shall certify to the secretary of the corporation the names and terms of the persons who will serve as class B trustees. All actions validly taken by the board shall bind the corporation, except that no action in the following matters shall be valid or binding on the corporation unless approved by a majority of the class B trustees: 1. Determination of the mission, philosophy and identity of the college. 2. Amendment of the articles and bylaws. 3. Acquisition, sale, encumbrance, leasing of real property. 4. Incurrence of debt exceeding 20% of the book value of assets. 5. Fundamental corporate change including merger, consolidation and dissolution. 6. Distribution of assets upon the de facto or de jure dissolution. 7. Appointment of a person in the office of mission effectiveness, which office shall be part of the president's cabinet. Form 990, Part VI, Section B, line 11 A draft of the 990 was provided to college administration for email distribution to all board members prior to filing. Form 990, Part VI, Section B, line 12c Conflict of interest policy is monitored via disclosure forms which are completed by all voting trustees before completion of the 990. Real or potential conflicts of interest, if any, are reviewed by the board of trustees to determine whether a conflict of interest exists. No real or potential conflicts were reported in the current filing year. Form 990, Part VI, Section B, line 15a The compensation package for the CEO was approved by the executive committee of the board of trustees, and the process, which included a review of comparable data from other area colleges, was substantiated through the signed contract. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available for public inspection in the Ancilla College business office. Form 990, Part IX, line 11g OTHER SERVICES: Program service expenses 599,624. Management and general expenses 216,447. Fundraising expenses 60,939. Total expenses 877,010. FOOD SERVICES: Program service expenses 389,731. Management and general expenses 0. Fundraising expenses 0. Total expenses 389,731. FORM 990, PART XI, LINE 5, RECONCILIATION OF NET ASSETS: (299,872). Net unrealized loss on investments.