EARLHAM COLLEGE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EARLHAM COLLEGE (EIN 35-0868073)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-10
- IRS object ID
- 201641319349302324
- Schema version
- 2014v6.0
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T13:39:08-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 Emerson Parkway STE A | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EARL | BusinessNameControlTxt |
| Phone | 7659831200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sena K Landey | PersonNm |
| Person Title | VP Finance & Administration | PersonTitleTxt |
| Phone | 7659831200 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David C Moja | PreparerPersonNm |
| PTIN | P00747006 | PTIN |
| Phone | 3178852620 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John David Dawson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $141,499,720 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.earlham.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1881 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | An intellectually challenging, globally engaged, and socially concerned liberal arts college. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1506 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,233,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,059,749 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,193,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,429,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,928,352 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,160,858 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $88,355,315 | PYTotalRevenueAmt |
| CY Total Revenue | $84,649,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,877,345 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,168,297 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,218,265 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,962,071 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,805,405 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,525,028 | PYOtherExpensesAmt |
| CY Other Expenses | $28,781,442 | CYOtherExpensesAmt |
| PY Total Expenses | $83,620,638 | PYTotalExpensesAmt |
| CY Total Expenses | $84,911,810 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,734,677 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$262,048 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $394,605,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,858,201 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $97,280,847 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,006,777 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $297,325,130 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $290,851,424 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of Earlham College, an independent, residential college, is to provide the highest quality undergraduate education in the liberal arts, including the sciences, shaped by the distinctive perspectives of the Religious Society of Friends (Quakers). The College provides extensive opportunities for students and faculty to learn from each other in a cooperative community, an important aspect of which is collaborative student/faculty research. At Earlham, College education is carried on with a concern for the world in which we live and for improving human society. Therefore, Earlham stresses global education, peaceful resolution of conflict, equality of persons, and high moral standards of personal conduct. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $72,188,796 | ExpenseAmt |
| Grant | $26,907,038 | GrantAmt |
| Revenue | $50,038,847 | RevenueAmt |
| Desc | Earlham College - Providing high quality liberal arts education for approximately 1,000 undergraduates and 50 graduate students. Serving the local community through arts, music, and cultural events open to the public. Students volunteer with many community service organizations. Approximately 2,500 people in the local community are served in this way. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,244,439 | ExpenseAmt |
| Grant | $261,259 | GrantAmt |
| Revenue | $390,308 | RevenueAmt |
| Desc | Earlham School of Religion - Providing seminary training for approximately 100 students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,433,235 | 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 | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1410 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1506 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | AU | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | 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 | Yes (1) | 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 | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sena K Landey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7659831200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Deborah Hull | ||||||||
| Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John Young | ||||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Raymond Ontko | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John David Dawson | ||||||||
| President | 50.00 | Yes (X) | Yes (X) | $309,518 | $0 | $117,614 | ||
| Ellie Bewley | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gerry Cooper | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| William Dubois | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David Jones | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Gottschalk | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Della Stanley-Green | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Diana Hadley | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ian Henry | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Peggy Hollingsworth | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven Lopez | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Fred McClure | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David Matthews | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve Mills | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Virginia Mills | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Reed | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Randall Sadler | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| John Scarlett | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Marion Shore | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| David Stump | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Catherine Tinsley | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Mahler | ||||||||
| VP of Academic Affairs | 50.00 | Yes (X) | $169,412 | $0 | $41,466 | |||
| Sena Landey | ||||||||
| VP of Finance & Admin. | 50.00 | Yes (X) | $179,093 | $0 | $41,063 | 3.00 | ||
| Laura Hutchinson | ||||||||
| VP Student Dev & Dean | 50.00 | Yes (X) | $133,933 | $0 | $28,857 | |||
| Avis Stewart | ||||||||
| VP Community Relations | 50.00 | Yes (X) | $130,472 | $0 | $23,688 | |||
| Jay Marshall | ||||||||
| VP & Dean of ESR | 50.00 | Yes (X) | $139,781 | $0 | $36,959 | |||
| James McKey | ||||||||
| VP for Advancement | 50.00 | Yes (X) | $191,794 | $0 | $31,022 | |||
| Jonathan Stroud | ||||||||
| VP for Enrollment & Comm. | 50.00 | Yes (X) | $212,879 | $0 | $22,315 | |||
| Phillip Morgan | ||||||||
| Chief Investment Officer | 10.00 | Yes (X) | $130,592 | $0 | $27,782 | 40.00 | ||
| Nelson Bingham | ||||||||
| Psychology Professor | 50.00 | $118,252 | $0 | $21,942 | Yes (X) | |||
| Stephen Angell | ||||||||
| Prof. of Quaker Studies | 50.00 | $104,309 | $0 | $32,206 | Yes (X) | |||
| Bonita Washington-Lacey | ||||||||
| Assoc. VP for Academic Affairs | 50.00 | $102,688 | $0 | $30,368 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,922,723 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $455,282 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| Aramark Incorporated | |||||
| 1101 Market St | Philadelphia | PA | 19107 | Housekeeping | $1,345,887 |
| Axiom Consulting Partners LLC | |||||
| 20 North Wacker Dr Suite 3010 | Chicago | IL | 60606 | Consulting | $617,983 |
| Boora Architects | |||||
| 720 SW Washington Suite 800 | Portland | OR | 97205 | Architect/Engineer | $503,086 |
| Art & Science Group | |||||
| 300 East Lombard Suite 610 | Baltimore | MD | 21202 | Consulting | $262,795 |
| Prime Buchholz | |||||
| 273 Corporate Drive Suite 250 | Portsmouth | NH | 03801 | Investment Services | $215,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,652,169 | RelatedOrganizationsAmt |
| Government Grants | $1,330,794 | GovernmentGrantsAmt |
| All Other Contributions | $12,076,786 | AllOtherContributionsAmt |
| Noncash Contributions | $1,221,923 | NoncashContributionsAmt |
| Total Contributions | $20,059,749 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 900099 | $41,022,931 | $41,022,931 |
| Auxiliary income | 611710 | $8,303,067 | $8,303,067 |
| Other income | 900003 | $1,103,157 | $1,103,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,429,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,933,262 | TotalRevenueColumnAmt |
| Exclusion | $2,933,262 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,852,844 | SecuritiesAmt |
| Other | $224,710 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,793,651 | SecuritiesAmt |
| Other | $56,307 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,059,193 | SecuritiesAmt |
| Other | $168,403 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,227,596 | TotalRevenueColumnAmt |
| Exclusion | $11,227,596 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,649,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,429,155 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,160,858 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,307 | TotalAmt |
| Program Services | $1,081,307 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,086,990 | TotalAmt |
| Program Services | $26,086,990 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,124,304 | TotalAmt |
| Program Services | $615,286 | ProgramServicesAmt |
| Management And General | $1,221,821 | ManagementAndGeneralAmt |
| Fundraising | $287,197 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,455,375 | TotalAmt |
| Program Services | $15,496,503 | ProgramServicesAmt |
| Management And General | $3,131,019 | ManagementAndGeneralAmt |
| Fundraising | $827,853 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,214,503 | TotalAmt |
| Program Services | $954,044 | ProgramServicesAmt |
| Management And General | $200,116 | ManagementAndGeneralAmt |
| Fundraising | $60,343 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,851,109 | TotalAmt |
| Program Services | $4,053,905 | ProgramServicesAmt |
| Management And General | $620,270 | ManagementAndGeneralAmt |
| Fundraising | $176,934 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,780 | TotalAmt |
| Program Services | $1,068,521 | ProgramServicesAmt |
| Management And General | $196,248 | ManagementAndGeneralAmt |
| Fundraising | $52,011 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,174 | TotalAmt |
| Management And General | $59,174 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,669 | TotalAmt |
| Management And General | $123,669 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,796 | TotalAmt |
| Management And General | $316,796 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,975,545 | TotalAmt |
| Program Services | $2,212,582 | ProgramServicesAmt |
| Management And General | $1,726,069 | ManagementAndGeneralAmt |
| Fundraising | $36,894 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,755 | TotalAmt |
| Program Services | $57,064 | ProgramServicesAmt |
| Management And General | $55,691 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,138,213 | TotalAmt |
| Program Services | $2,521,534 | ProgramServicesAmt |
| Management And General | $463,057 | ManagementAndGeneralAmt |
| Fundraising | $153,622 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,716 | TotalAmt |
| Program Services | $375,187 | ProgramServicesAmt |
| Management And General | $264,551 | ManagementAndGeneralAmt |
| Fundraising | $30,978 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,422,039 | TotalAmt |
| Program Services | $3,414,536 | ProgramServicesAmt |
| Management And General | $2,972 | ManagementAndGeneralAmt |
| Fundraising | $4,531 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269,839 | TotalAmt |
| Program Services | $1,080,908 | ProgramServicesAmt |
| Management And General | $131,763 | ManagementAndGeneralAmt |
| Fundraising | $57,168 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,393 | TotalAmt |
| Program Services | $206,839 | ProgramServicesAmt |
| Management And General | $29,715 | ManagementAndGeneralAmt |
| Fundraising | $1,839 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,782,236 | TotalAmt |
| Program Services | $2,760,269 | ProgramServicesAmt |
| Management And General | $21,967 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,070,929 | TotalAmt |
| Program Services | $4,752,777 | ProgramServicesAmt |
| Management And General | $266,443 | ManagementAndGeneralAmt |
| Fundraising | $51,709 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,284 | TotalAmt |
| Program Services | $185,204 | ProgramServicesAmt |
| Management And General | $263,080 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Meals | $3,106,258 | $2,886,085 | $193,875 | $26,298 |
| Off campus programs | $2,222,160 | $2,212,242 | $9,918 | |
| Library Purchases | $418,959 | $418,959 | ||
| Membership | $313,700 | $159,098 | $143,083 | $11,519 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,777 | TotalAmt |
| Program Services | $833,395 | ProgramServicesAmt |
| Management And General | $231,873 | ManagementAndGeneralAmt |
| Fundraising | $26,509 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,911,810 | TotalAmt |
| Program Services | $73,433,235 | ProgramServicesAmt |
| Management And General | $9,673,170 | ManagementAndGeneralAmt |
| Fundraising | $1,805,405 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,887 | BOYAmt |
| EOY | $37,807 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,960,676 | BOYAmt |
| EOY | $22,549,549 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,774,158 | BOYAmt |
| EOY | $4,137,035 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,154,635 | BOYAmt |
| EOY | $2,224,247 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,995 | BOYAmt |
| EOY | $123,750 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,783 | BOYAmt |
| EOY | $978,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $204,078,023 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,906,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,111,104 | BOYAmt |
| EOY | $142,171,605 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,410,770 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,111,686 | BOYAmt |
| EOY | $220,484,906 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,237,033 | BOYAmt |
| EOY | $4,103,519 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,316,020 | BOYAmt |
| EOY | $2,636,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,605,977 | BOYAmt |
| EOY | $402,858,201 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,462,567 | BOYAmt |
| EOY | $7,230,813 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,806 | BOYAmt |
| EOY | $141,473 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,672,380 | BOYAmt |
| EOY | $86,837,782 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,986,094 | BOYAmt |
| EOY | $8,796,709 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,280,847 | BOYAmt |
| EOY | $112,006,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,944,484 | BOYAmt |
| EOY | $90,015,445 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,060,294 | BOYAmt |
| EOY | $181,238,061 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,320,352 | BOYAmt |
| EOY | $19,597,918 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,325,130 | BOYAmt |
| EOY | $290,851,424 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,605,977 | BOYAmt |
| EOY | $402,858,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$262,048 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,987,759 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$223,899 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,033,208 | BeginningYearBalanceAmt |
| Contributions | $1,060,979 | ContributionsAmt |
| Investment Earnings Or Losses | $7,959,284 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,439,663 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $316,795 | AdministrativeExpensesAmt |
| End Year Balance | $214,297,013 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,093,077 | BeginningYearBalanceAmt |
| Contributions | $305,319 | ContributionsAmt |
| Investment Earnings Or Losses | $38,031,321 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,244,172 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$47,188,903 | OtherExpendituresAmt |
| Administrative Expenses | $341,240 | AdministrativeExpensesAmt |
| End Year Balance | $215,033,208 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $120,545,802 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,064,997 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,240,528 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $277,194 | AdministrativeExpensesAmt |
| End Year Balance | $140,093,077 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,265,491 | BeginningYearBalanceAmt |
| Contributions | $505,382 | ContributionsAmt |
| Investment Earnings Or Losses | $3,021,460 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $246,531 | AdministrativeExpensesAmt |
| End Year Balance | $120,545,802 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,667,729 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,398,402 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,563,809 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $236,831 | AdministrativeExpensesAmt |
| End Year Balance | $117,265,491 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.75060 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,744,236 | OtherCostOrOtherBasisAmt |
| Book Value | $2,744,236 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,062,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,691,913 | DepreciationAmt |
| Book Value | $119,370,921 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,534,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,214,505 | DepreciationAmt |
| Book Value | $4,319,731 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,736,717 | OtherCostOrOtherBasisAmt |
| Book Value | $15,736,717 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $142,171,605 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $220,484,906 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $220,484,906 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposits | $623,814 |
| Amounts Held for Others | $1,244,509 |
| Annuities Payable | $2,704,582 |
| Advances for Student Loans | $4,115,478 |
| Fair Value of Swap Agreement | $108,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,796,709 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $52,300,513 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,987,759 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,987,759 | RevenueNotReportedAmt |
| Revenue Subtotal | $58,288,272 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $316,796 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,044,694 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,361,490 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,649,762 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,774,219 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $58,774,219 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $316,796 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $25,820,795 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,137,591 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $84,911,810 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Earlham's endowment funds are used to support the educational programs of the College. In addition to the $214,297,013 in endowed funds reported here, a related party, Earlham Foundation, holds $191,223,241 in endowed funds for the benefit of Earlham College. The consolidated endowment balance is $405,520,254. |
| Part XI, Line 4b - Other Adjustments: | Scholarships 25,820,795. Change in split interest agreements 115,573. Change in value of interest rate swap 108,326. |
| Part XII, Line 4b - Other Adjustments: | Scholarships 25,820,795. |
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 | Earlham does not actively solicit students via newspaper or broadcast media. In its catalog and other general written communication available to the general public, it publicizes its racially non-discriminatory policy. Being a Quaker institution, Earlham College has had a long history of nondiscrimination. This fact is well known in the general community it serves. |
| Schedule E, Part I, Line 6 | Earlham participates in the federal Title IV financial aid program for its students. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Program Services | Study abroad program | $111,533 |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 0 | 0 | Program Services | Study abroad program | $319,046 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Program Services | Study abroad program | $850,162 |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | Program Services | Study abroad program | $112,120 |
| South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, | 0 | 0 | Program Services | Study abroad program | $459 |
| South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, | 0 | 0 | Program Services | Study abroad program | $98,598 |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 0 | 0 | Program Services | Study abroad program | $125,031 |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Investments | $11,519,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $13,136,433 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,136,433 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Earlham leads many study abroad programs for its students each year. These programs range in duration from 2 weeks to 6 months long. We track all direct expenses for these programs separately. The expenditures reflected on Line 3 include travel, meals, lodging, cultural events, and salaries for full-time Earlham professors who lead the programs. |
| Part I, line 3: | Expenditures are accounted for using the accrual method of accounting. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 356014491 | RecipientEIN |
| IRC Section | 501 (c)(2) | IRCSectionDesc |
| Cash Grant | $1,081,307 | CashGrantAmt |
| Purpose Of Grant | Hold and invest gifts | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and Financial Aid Awards | GrantTypeTxt |
| Recipient | 885 | RecipientCnt |
| Cash Grant | $26,086,990 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The College awards scholarships and financial aid awards. These funds are disbursed by the College's Financial Aid Department in strict adherence to all Federal and state regulations. The College also grants money to Ealham Foundation, a related organization, to hold and invest the assets on the College's behalf. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John David Dawson | ||||||||||||||
| President | $308,785 | $0 | $0 | $0 | $733 | $0 | $42,760 | $0 | $75,182 | $0 | $427,460 | $0 | $0 | $0 |
| Gregory Mahler | ||||||||||||||
| VP of Academic Affairs | $169,412 | $0 | $0 | $0 | $0 | $0 | $18,143 | $0 | $23,651 | $0 | $211,206 | $0 | $0 | $0 |
| Sena Landey | ||||||||||||||
| VP of Finance & Admin. | $179,093 | $0 | $0 | $0 | $0 | $0 | $19,028 | $0 | $22,363 | $0 | $220,484 | $0 | $0 | $0 |
| Laura Hutchinson | ||||||||||||||
| VP Student Dev & Dean | $133,933 | $0 | $0 | $0 | $0 | $0 | $7,791 | $0 | $21,394 | $0 | $163,118 | $0 | $0 | $0 |
| Avis Stewart | ||||||||||||||
| VP Community Relations | $127,170 | $0 | $0 | $0 | $3,302 | $0 | $14,000 | $0 | $10,016 | $0 | $154,488 | $0 | $0 | $0 |
| Jay Marshall | ||||||||||||||
| VP & Dean of ESR | $139,781 | $0 | $0 | $0 | $0 | $0 | $14,981 | $0 | $22,306 | $0 | $177,068 | $0 | $0 | $0 |
| James McKey | ||||||||||||||
| VP for Advancement | $188,970 | $0 | $0 | $0 | $2,824 | $0 | $19,475 | $0 | $11,875 | $0 | $223,144 | $0 | $0 | $0 |
| Jonathan Stroud | ||||||||||||||
| VP for Enrollment & Comm. | $192,301 | $0 | $0 | $0 | $20,578 | $0 | $9,148 | $0 | $13,495 | $0 | $235,522 | $0 | $0 | $0 |
| Phillip Morgan | ||||||||||||||
| Chief Investment Officer | $130,592 | $0 | $0 | $0 | $0 | $0 | $6,888 | $0 | $21,222 | $0 | $158,702 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Earlham College provides a residence with housekeeping services for personal use to John David Dawson, the College's President. The residence is not included in taxable compensation. The annual value of the President's housing is $13,000. The residence is furnished for the convenience of Earlham College, the President is required to live in the residence as a condition of his employment, and his residence is contiguous to Earlham's campus. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| IN Health & Educational Facility Financing Authority | ||||||||
| A | 351611409 | 454795CTO | 2007-06-28 | $15,661,682 | Construction/Renovation/Expansion/Refunding of 1998 Bonds | 0 | 0 | 0 |
| Indiana Finance Authority | ||||||||
| B | 351602316 | 45506DEP6 | 2013-01-30 | $62,764,109 | Construction/Renovation/Expansion/Refunding of 1998 and 2004 Bonds | 0 | 0 | 0 |
| Indiana Finance Authority | ||||||||
| C | 351602316 | 2015-04-20 | $14,000,000 | Energy Savings Projects/Refunding of 2007 Bonds | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,771,692 | $16,138,056 | $2,448,000 | $109,010 | $13,536,071 | $44,975 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $4,984,109 | $62,891,620 | $11,852,255 | $292,500 | $46,066,181 | $237,661 | 2014 | Yes (1) | Yes (1) | 0 | Yes (1) | $4,443,023 | |
| C | $14,000,000 | $10,110,702 | $196,504 | $3,689,639 | 2016 | 0 | Yes (1) | 0 | Yes (1) | $3 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.01060 | 0.00300 | 0.01360 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: IN Health & Educational Facility Financing Authority Date the Rebate Computation was Performed: 09/01/2012 |
| Schedule K, Part II, line 3 | The difference between the amount reported on Schedule K, Part II, line 3 and the amount reported in Schedule K, Part I, column(e) is interest income. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $41,300 | CashGrantAmt |
| Type Of Assistance | Tuition Assist. | TypeOfAssistanceTxt |
| Assistance Purpose | Qualified Tuition Reduction | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,221,923 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributors represents the number of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Executive Committee has and may exercise all of the authority of the Board of Trustees in the management of the Corporation's affairs during intervals between the meetings of the Board of Trustees, provided that the any official action taken by the Executive Committee on behalf of Earlham or the Board (a) is consistent with existing Board policies or prior delegations of authority to it, (b) is undertaken after notice to all trustees with no trustee objecting, or (c) is reasonably required in the judgment of the Board Chair and President to protect the best interests of Earlham from prejudice. The Executive Committee shall be subject to the authority and supervision of the Board of Trustees. The Chair of the Board shall serve as the chair of the Executive Committee. The members of the Executive Committee shall also include the Vice Chair, Secretary, President, and the chairs of the Board's Standing Committees except the Investment Committee. The Chair may invite other trustees, officers of Earlham, or advisors to the Board or Earlham to participate in any meeting of the Executive Committee. |
| Form 990, Part VI, Section A, line 7a | Western Yearly Meeting of Friends appoints six trustees to the Earlham Board. The Earlham Alumni Association elects four trustees. Seven trustees are nominated by the Earlham Board of Trustees and approved by Western Yearly Meeting. Additionally, six trustees are nominated and appointed solely by the Earlham Board and the President serves ex officio. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by an independent CPA firm. The Assistant Controller, Controller and VP of Finance and Administration perform a detailed review. Then, a copy of the Form 990 is provided to each member of the full governing body prior to its filing. |
| Form 990, Part VI, Section B, line 12c | Earlham's conflict of interest policy requires that officers, trustees, and key employees disclose any situations that may result in a conflict of interest or the appearance of a conflict of interest. Questionnaires must be completed annually but updated sooner if a person's situation changes. Disclosures are summarized and reviewed by the Audit Committee of the Board. If a trustee has a conflict, they will not participate in the decision-making process. |
| Form 990, Part VI, Section B, line 15 | 15a - The President's compensation is reviewed and determined annually by a Committee consisting of the current and immediate past Chair of the Board of Trustees. The Committee considers compensation data from other schools from the Great Lakes Colleges Association salary comparisons while undertaking their review and documents the decision in the committee minutes. 15b - The President reviews and determines annually the compensation of Vice Presidents and Deans, taking into consideration comparability data and the approved budget for compensation increases, if any. This process is documented. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part XI, line 9: | Change in split interest agreements -115,573. Change in value of interest rate swap -108,326. |
| Form 990, Part XII, Line 2c | The organization's audit committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 National Road West | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356014491 | EIN |
| Primary Activities | Support | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earlham College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Earlham Foundation | ||
| C | $6,652,169 | Book value |
| Earlham Foundation | ||
| N | $186,112 | Book value |
| Earlham Foundation | ||
| O | $6,000 | Book value |
| Earlham Foundation | ||
| B | $1,081,307 | Book value |