ASBURY COLLEGE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY COLLEGE (EIN 61-0458355)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349310548
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:57:53-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272616366 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBELHAR WHITEHEAD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST THIRD STREET SUITE 200 | AddressLine1Txt |
| City | OWENSBORO | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42303 | 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 | 610458355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASBU | BusinessNameControlTxt |
| Phone | 8598583511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MACKLEM DRIVE | AddressLine1Txt |
| City | WILMORE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40390 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN R HAMILTON | PersonNm |
| Person Title | VP BUSINESS AFFAIRS/TREASURER | PersonTitleTxt |
| Phone | 8598583511 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA D MEYER CPA | PreparerPersonNm |
| PTIN | P01229485 | PTIN |
| Phone | 2709262922 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SANDRA C GRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MACKLEM DRIVE | AddressLine1Txt |
| City | WILMORE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,397,066 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASBURY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | A CHRISTIAN LIBERAL ARTS UNIVERSITY COMMITTED TO ACADEMIC EXCELLENCE AND SPIRITUAL VITALITY, EQUIPPING STUDENTS FOR A LIFETIME OF LEARNING, LEADERSHIP AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1419 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $38,278 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,141,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,011,518 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,621,033 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,890,653 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,764,922 | PYInvestmentIncomeAmt |
| CY Investment Income | $666,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,001,361 | PYOtherRevenueAmt |
| CY Other Revenue | $1,195,810 | CYOtherRevenueAmt |
| PY Total Revenue | $63,528,875 | PYTotalRevenueAmt |
| CY Total Revenue | $57,764,487 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,643,858 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,291,490 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,881,965 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,346,506 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,620,323 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,530,213 | PYOtherExpensesAmt |
| CY Other Expenses | $13,709,167 | CYOtherExpensesAmt |
| PY Total Expenses | $51,056,036 | PYTotalExpensesAmt |
| CY Total Expenses | $50,347,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,472,839 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,417,324 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,157,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,296,216 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,381,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,109,950 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,776,971 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,186,266 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ASBURY UNIVERSITY, AS A CHRISTIAN LIBERAL ARTS UNIVERSITY IN THE WESLEYAN-HOLINESS TRADITION, IS TO EQUIP MEN AND WOMEN, THROUGH A COMMITMENT TO ACADEMIC EXCELLENCE AND SPIRITUAL VITALITY, FOR A LIFETIME OF LEARNING, LEADERSHIP AND SERVICE TO THE PROFESSIONS, SOCIETY, THE FAMILY AND THE CHURCH, THEREBY PREPARING THEM TO ENGAGE THEIR CULTURES AND ADVANCE THE CAUSE OF CHRIST AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,750,455 | ExpenseAmt |
| Grant | $14,291,490 | GrantAmt |
| Revenue | $44,920,675 | RevenueAmt |
| Desc | ASBURY UNIVERSITY IS A CHRISTIAN LIBERAL ARTS UNIVERSITY. THE COLLEGE WAS FOUNDED IN 1890 AND IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS, THE NATIONAL ASSOCIATION OF SCHOOLS OF MUSIC AND THE TEACHER EDUCATION PROGRAM BY THE KENTUCKY DEPARTMENT OF EDUCATION. THE COLLEGE OPERATES A MAIN CAMPUS IN WILMORE, KY AND A VIRTUAL CAMPUS FOR ON-LINE LEARNING, PROVIDING EDUCATION FOR APPROXIMATELY 1,850 STUDENTS. | Desc |
| Total Program Service Expenses | $41,750,455 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2445 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1419 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PERSONNEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8598583511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MACKLEM DRIVE | AddressLine1Txt |
| City | WILMORE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40390 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LARRY D BROWN | ||||||
| BOARD CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK H WHITWORTH | ||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD W TARRANT | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON AMMERMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD BALL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BRAZELTON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY W GREEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH KAY HAYDEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MORRIS E HINTZMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY B ISAACS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE L ROBINSON JONES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET G KIM | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH LUCE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NATHAN R MOWERY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY A SHELL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID L STEVENS MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT F WILEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELVIN BOWDAN JR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| E SUE SWANSAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA C GRAY | ||||||
| PRESIDENT | 40.00 | Yes (X) | $233,834 | $0 | $31,320 | |
| JONATHAN S KULAGA | ||||||
| PROVOST | 40.00 | Yes (X) | $130,210 | $0 | $27,322 | |
| MARK J TROYER | ||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $110,898 | $0 | $20,397 | |
| GLENN HAMILTON | ||||||
| VP FOR BUSINESS AFFAIRS & TREASURY | 40.00 | Yes (X) | $93,768 | $0 | $20,931 | |
| SARAH BALDWIN | ||||||
| VP FOR STUDENT DEVELOPMENT | 40.00 | Yes (X) | $81,629 | $0 | $20,839 | |
| CHARLES SHEPARD II | ||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 40.00 | Yes (X) | $113,517 | $0 | $23,159 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $763,856 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,968 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PIONEER COLLEGE CATERERS | |||||
| 12351 WEST 96TH TERRACE SUITE 204 | LENEXA | KS | 66215 | FOOD SERVICE | $2,125,253 |
| ROOF SERVICES LLC | |||||
| 4475 ROCKWELL ROAD | WINCHESTER | KY | 40391 | CONSTRUCTION | $462,135 |
| WOODFORD BUILDERS | |||||
| PO BOX 12977 | LEXINGTON | KY | 40583 | CONSTRUCTION | $299,867 |
| CLAY CORMAN EXCAVATING INC | |||||
| 1151 JESSAMINE STATION RD | NICHOLASVILLE | KY | 40356 | CONSTRUCTION | $253,750 |
| RIDELL BOILER SERVICE LLC | |||||
| 1050 ELIZABETH STREET UNIT 5 | NICHOLASVILLE | KY | 40356 | HVAC | $190,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,011,518 | AllOtherContributionsAmt |
| Noncash Contributions | $236,640 | NoncashContributionsAmt |
| Total Contributions | $12,011,518 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $37,336,386 | $37,336,386 |
| AUXILIARY INCOME | 611710 | $6,554,267 | $6,554,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,890,653 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $657,843 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$829 | UnrelatedBusinessRevenueAmt |
| Exclusion | $658,672 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $247,042 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $120,361 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $126,681 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,681 | TotalRevenueColumnAmt |
| Exclusion | $126,681 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,436,477 | SecuritiesAmt |
| Other | $31,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,445,086 | SecuritiesAmt |
| Other | $13,728 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$8,609 | SecuritiesAmt |
| Other | $17,272 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,663 | TotalRevenueColumnAmt |
| Exclusion | $8,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $131,102 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $53,404 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,698 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACTS & OTHER EXCHANGE TRANSA | 900099 | $952,324 | $952,324 | |
| LUCE CENTER | 713940 | $39,107 | $39,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $991,431 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,764,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,920,675 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,278 | UnrelatedBusinessRevenueAmt |
| Exclusion | $794,016 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,291,490 | TotalAmt |
| Program Services | $14,291,490 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,241 | TotalAmt |
| Program Services | $184,308 | ProgramServicesAmt |
| Management And General | $561,066 | ManagementAndGeneralAmt |
| Fundraising | $114,867 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,251,589 | TotalAmt |
| Program Services | $12,932,392 | ProgramServicesAmt |
| Management And General | $2,686,347 | ManagementAndGeneralAmt |
| Fundraising | $632,850 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,019 | TotalAmt |
| Program Services | $543,346 | ProgramServicesAmt |
| Management And General | $132,203 | ManagementAndGeneralAmt |
| Fundraising | $53,470 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,349,016 | TotalAmt |
| Program Services | $2,279,023 | ProgramServicesAmt |
| Management And General | $798,450 | ManagementAndGeneralAmt |
| Fundraising | $271,543 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,641 | TotalAmt |
| Program Services | $855,167 | ProgramServicesAmt |
| Management And General | $213,188 | ManagementAndGeneralAmt |
| Fundraising | $88,286 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,475 | TotalAmt |
| Management And General | $42,475 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,039 | TotalAmt |
| Management And General | $121,039 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,892 | TotalAmt |
| Program Services | $170,027 | ProgramServicesAmt |
| Management And General | $435 | ManagementAndGeneralAmt |
| Fundraising | $10,430 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,759 | TotalAmt |
| Program Services | $316,654 | ProgramServicesAmt |
| Management And General | $149,732 | ManagementAndGeneralAmt |
| Fundraising | $49,373 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,489 | TotalAmt |
| Program Services | $416,337 | ProgramServicesAmt |
| Management And General | $122,691 | ManagementAndGeneralAmt |
| Fundraising | $30,461 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,034 | TotalAmt |
| Program Services | $336,998 | ProgramServicesAmt |
| Management And General | $94,255 | ManagementAndGeneralAmt |
| Fundraising | $28,781 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,195,339 | TotalAmt |
| Program Services | $2,042,187 | ProgramServicesAmt |
| Management And General | $122,691 | ManagementAndGeneralAmt |
| Fundraising | $30,461 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,977 | TotalAmt |
| Program Services | $548,654 | ProgramServicesAmt |
| Management And General | $106,370 | ManagementAndGeneralAmt |
| Fundraising | $112,953 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,523 | TotalAmt |
| Program Services | $65,863 | ProgramServicesAmt |
| Management And General | $4,126 | ManagementAndGeneralAmt |
| Fundraising | $6,534 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,969 | TotalAmt |
| Program Services | $305,444 | ProgramServicesAmt |
| Management And General | $21,525 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,178,033 | TotalAmt |
| Program Services | $2,927,619 | ProgramServicesAmt |
| Management And General | $250,414 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,010 | TotalAmt |
| Program Services | $186,812 | ProgramServicesAmt |
| Management And General | $55,198 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AUXILLIARY SERVICES | $1,926,091 | $1,926,091 |
| STUDENT SERVICES | $949,149 | $949,149 |
| LIBRARY SERVICES | $382,898 | $382,898 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,774,490 | TotalAmt |
| Program Services | $89,996 | ProgramServicesAmt |
| Management And General | $1,494,180 | ManagementAndGeneralAmt |
| Fundraising | $190,314 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,347,163 | TotalAmt |
| Program Services | $41,750,455 | ProgramServicesAmt |
| Management And General | $6,976,385 | ManagementAndGeneralAmt |
| Fundraising | $1,620,323 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,831,503 | BOYAmt |
| EOY | $2,439,708 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,789,568 | BOYAmt |
| EOY | $7,501,273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,649,242 | BOYAmt |
| EOY | $10,994,152 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,438,054 | BOYAmt |
| EOY | $905,142 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,691 | BOYAmt |
| EOY | $2,513,090 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,618 | BOYAmt |
| EOY | $300,483 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,109 | BOYAmt |
| EOY | $53,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $117,058,675 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,432,218 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,402,616 | BOYAmt |
| EOY | $57,626,457 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,863,652 | BOYAmt |
| EOY | $30,001,179 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,218,144 | BOYAmt |
| EOY | $14,571,759 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,023,775 | BOYAmt |
| EOY | $4,389,073 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,157,972 | BOYAmt |
| EOY | $131,296,216 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,734 | BOYAmt |
| EOY | $2,167,666 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,277,643 | BOYAmt |
| EOY | $7,020,984 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345,847 | BOYAmt |
| EOY | $3,243,549 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,777 | BOYAmt |
| EOY | $3,677,751 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,381,001 | BOYAmt |
| EOY | $16,109,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,738,623 | BOYAmt |
| EOY | $56,675,324 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,955,249 | BOYAmt |
| EOY | $21,966,324 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,083,099 | BOYAmt |
| EOY | $36,544,618 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,776,971 | BOYAmt |
| EOY | $115,186,266 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,157,972 | BOYAmt |
| EOY | $131,296,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,417,324 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,050,867 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$957,162 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $308,511 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,870,376 | BeginningYearBalanceAmt |
| Contributions | $1,773,932 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,412,118 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $921,998 | GrantsOrScholarshipsAmt |
| Other Expenditures | $518,478 | OtherExpendituresAmt |
| End Year Balance | $47,791,714 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,598,860 | BeginningYearBalanceAmt |
| Contributions | $2,143,094 | ContributionsAmt |
| Investment Earnings Or Losses | $518,759 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $928,072 | GrantsOrScholarshipsAmt |
| Other Expenditures | $462,265 | OtherExpendituresAmt |
| End Year Balance | $48,870,376 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,865,331 | BeginningYearBalanceAmt |
| Contributions | $1,511,744 | ContributionsAmt |
| Investment Earnings Or Losses | $6,231,523 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $765,471 | GrantsOrScholarshipsAmt |
| Other Expenditures | $244,267 | OtherExpendituresAmt |
| End Year Balance | $47,598,860 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,696,469 | BeginningYearBalanceAmt |
| Contributions | $2,259,190 | ContributionsAmt |
| Investment Earnings Or Losses | $2,101,306 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $711,375 | GrantsOrScholarshipsAmt |
| Other Expenditures | $480,259 | OtherExpendituresAmt |
| End Year Balance | $40,865,331 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,002,764 | BeginningYearBalanceAmt |
| Contributions | $671,639 | ContributionsAmt |
| Investment Earnings Or Losses | $507,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,485,229 | OtherExpendituresAmt |
| End Year Balance | $37,696,469 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $837,971 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,078,840 | OtherCostOrOtherBasisAmt |
| Book Value | $2,916,811 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,107,650 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $78,686,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,440,033 | DepreciationAmt |
| Book Value | $44,353,953 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,282,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,474,716 | DepreciationAmt |
| Book Value | $3,808,016 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,100,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,517,469 | DepreciationAmt |
| Book Value | $4,583,228 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,964,449 | OtherCostOrOtherBasisAmt |
| Book Value | $1,964,449 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,626,457 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEDGE FUNDS (NON-PUBLICLY TRADED) | Desc |
| Book Value | $14,571,759 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,571,759 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $917,612 |
| REFUNDABLE US GOVT STUDENT LOAN FUNDS | $1,630,567 |
| STUDENT FEES COLLECTED IN ADVANCE | $467,091 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $446,939 |
| HEALTH PLAN RESERVE | $202,127 |
| HOUSING & KEY DEPOSITS | $13,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,677,751 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,518,372 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,050,867 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$903,758 | OtherRevenueAmt |
| Revenue Not Reported | -$2,954,625 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,472,997 | RevenueSubtotalAmt |
| Other Revenues Not Included | $14,291,490 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $14,291,490 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,764,487 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,109,077 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $53,404 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $53,404 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,055,673 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $14,291,490 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $14,291,490 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,347,163 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ARTWORK IS DISPLAYED FOR ENRICHMENT OF EDUCATIONAL EXPERIENCE. BOOKS, PAPERS, ETC. FROM THE WESLEY AND MACCLESFIELD COLLECTION ARE HELD IN ARCHIVES FOR EXHIBITION AND RESEARCH. |
| PART V, LINE 4: | ENDOWMENT CONSISTS OF APPROXIMATELY 400 INDIVIDUAL FUNDS, BOTH DONOR-RESTRICTED AND BOARD DESIGNATED. INCOME FROM THESE FUNDS ARE RESTRICTED OR DESIGNATED FOR THE PURPOSE OF PROVIDING FINANCIAL AID FOR STUDENTS (BOTH SCHOLARSHIPS AND STUDENT LOANS), AND SUPPORT OF INSTRUCTION, FACILITIES, AND OTHER PROGRAMS. |
| PART X, LINE 2: | THE UNIVERSITY IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR PROVISION OF STATE LAW. ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION (512)(A)(1) OF THE IRC, IS SUBJECT TO FEDERAL INCOME TAX. THE UNIVERSITY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH A FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 53,404. CHANGE IN RESERVE FOR NONCOLLECTIBLE CONTRIBUTIONS -774,155. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -182,484. CHANGE IN VALUE OF BENEFICIAL INTERESTS -523. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID DISCOUNTS 14,291,490. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 53,404. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID DISCOUNTS 14,291,490. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | BULLETIN AND SOLICITATION MATERIALS HAVE STATEMENTS REGARDING NONDISCRIMINATION. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES FINANCIAL AID FOR STUDENTS FROM THE US DEPARTMENT OF EDUCATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT AID DISCOUNTS | GrantTypeTxt |
| Recipient | 1606 | RecipientCnt |
| Cash Grant | $14,291,490 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS RECEIVING SCHOLARSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDRA C GRAY | ||||||||||||||
| PRESIDENT | $225,034 | $0 | $0 | $0 | $8,800 | $0 | $14,100 | $0 | $17,220 | $0 | $265,154 | $0 | $0 | $0 |
| JONATHAN S KULAGA | ||||||||||||||
| PROVOST | $129,934 | $0 | $0 | $0 | $276 | $0 | $7,930 | $0 | $19,392 | $0 | $157,532 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS - SPOUSAL TRAVEL IS REIMBURSED WHEN THERE IS A BUSINESS REASON FOR THE SPOUSE TO TRAVEL WITH THE OFFICER. TAX INDEMNIFICATION AND GROSS UP PAYMENTS - THE PRESIDENT USES A UNIVERSITY OWNED CAR FOR COMMUTING AND OTHER NON-BUSINESS USE. | 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 | CITY OF WILMORE KY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 616001932 | BondIssuerEIN |
| Bond Issued | 2009-12-18 | BondIssuedDt |
| Issue Price | $9,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF CAMPUS FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,979,016 | RetiredAmt |
| Total Proceeds | $9,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $335,931 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $9,000,000 | CapitalExpendituresAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $122,345 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CAMERAS | 3 | $35,597 | COMPARABLE SALES |
| Yes (X) | FURNITURE & FIXTURES | 2 | $33,469 | COMPARABLE SALES |
| Yes (X) | SUPPLIES | 1 | $28,880 | COMPARABLE SALES |
| Yes (X) | HORSE CARRIAGES | 3 | $16,350 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE GOVERNING BOARD DELEGATES THE REVIEW OF THE CORE FORM TO THE AUDIT COMMITTEE, MANAGEMENT REVIEWS THE RETURN WITH OUR INDEPENDENT ACCOUNTANTS BEFORE THE FORM IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND IDENTIFIES ANY EXISTING CONFLICTS, OR AFFIRMS THAT THERE IS NO CONFLICT OF INTEREST. THE FORMS ARE SUBMITTED TO THE SECRETARY OF THE BOARD OF TRUSTEES. THE COMMITTEE ON GOVERNANCE AND TRUSTEE DEVELOPMENT HAS THE RESPONSIBILITY TO REVIEW AND MONITOR COMPLIANCE WITH THE PROCEDURE. THE CONFLICT OF INTEREST POLICY FOR EMPLOYEES AND OFFICERS REQUIRES DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST TO THE EMPLOYEE'S SUPERVISOR, BUT DOES NOT REQUIRE ANNUAL DISCLOSURE AND AFFIRMATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS: COMPARATIVE DATA IS COMPILED BY THE HUMAN RESOURCES OFFICE AND SUPPLIED TO THE CHAIR OF THE BOARD OF TRUSTEES TO DETERMINE PRESIDENTIAL COMPENSATION. DATA WAS LAST REQUESTED IN OCTOBER 2015. OTHER OFFICERS OR KEY EMPLOYEES: ANNUAL COMPARATIVE SALARY SURVEYS ARE COMPILED ANNUALLY. BENCHMARKS FOR EACH OFFICER AND KEY EMPLOYEE HAVE BEEN ESTABLISHED BASED ON THIS COMPARATIVE DATA. THE PRESIDENT ESTABLISHES COMPENSATION FOR OFFICERS. THIS DATA WAS LAST COMPILED DURING THE SPRING OF 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENT IS AVAILALBLE IN THE ADMINISTRATIVE POLICY MANUAL, ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -182,484. CHANGE IN BENEFICIAL INTEREST IN TRUSTS -523. CHANGE IN RESERVE FOR NONCOLLECTIBLE CONTRIBUTIONS -774,155. |