BETHEL UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BETHEL UNIVERSITY (EIN 41-0708577)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-03-09
- IRS object ID
- 201530689349300723
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-09T14:30:07-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410708577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 6516386208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 BETHEL DRIVE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551126999 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK BROOKE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6516386208 | PhoneNum |
| Signature | 2015-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES H BARNES III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 BETHEL DRIVE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551126999 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $166,031,201 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETHEL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE AND ENERGIZE MEN AND WOMEN FOR EXCELLENCE IN LEADERSHIP, SCHOLARSHIP AND SERVICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 3390 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $39,206 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$55,677 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,179,909 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,427,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $123,122,993 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $124,202,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,423,456 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,525,311 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,078,150 | PYOtherRevenueAmt |
| CY Other Revenue | $2,241,871 | CYOtherRevenueAmt |
| PY Total Revenue | $143,804,508 | PYTotalRevenueAmt |
| CY Total Revenue | $138,397,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,540,454 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,006,992 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $68,377,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,635,994 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,865,081 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,295,693 | PYOtherExpensesAmt |
| CY Other Expenses | $39,455,350 | CYOtherExpensesAmt |
| PY Total Expenses | $138,213,257 | PYTotalExpensesAmt |
| CY Total Expenses | $133,098,336 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,591,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,299,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $170,022,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,692,433 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,735,106 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,997,770 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,287,660 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,694,663 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BOLDLY INFORMED AND MOTIVATED BY THE CHRISTIAN FAITH, BETHEL UNIVERSITY EDUCATES AND ENERGIZES MEN AND WOMEN FOR EXCELLENCE IN LEADERSHIP, SCHOLARSHIP AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $70,871,465 | ExpenseAmt |
| Grant | $32,675,227 | GrantAmt |
| Revenue | $104,772,962 | RevenueAmt |
| Desc | EDUCATIONAL INSTRUCTION:COLLEGE OF ARTS & SCIENCES (LIBERAL ARTS, UNDERGRADUATE): 2,923 STUDENTS; GRADUATE SCHOOL AND COLLEGE OF ADULT & PROFESSIONAL STUDIES (ADULT DEGREE COMPLETION): 2,668 STUDENTS; BETHEL SEMINARY: 1,007 STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,488,186 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,105,470 | RevenueAmt |
| Desc | ACADEMIC SUPPORT SERVICES:SERVICES INCLUDING BUT NOT LIMITED TO: BETHEL UNIVERSITY LIBRARY, OFFICE OF UNIVERSITY REGISTRAR, INFORMATION TECHNOLOGY SERVICES, HEALTH SERVICES, COUNSELING CENTER, ATHLETICS, CHILD DEVELOPMENT CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,353,130 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,881,883 | RevenueAmt |
| Desc | AUXILIARY SERVICES:SERVICES INCLUDING BUT NOT LIMITED TO: STUDENT HOUSING (APPROXIMATELY 2/3 OF STUDENTS ARE IN BETHEL HOUSING), FOOD SERVICE, CAMPUS STORE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $331,765 | ExpenseAmt |
| Grant | $331,765 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT TO BETHEL UNIVERSITY FOUNDATION:SUPPORT SERVICES TO THE FOUNDATION INCLUDING PROVIDING OFFICE SPACE AND ASSOCIATED EXPENSES AT NO COST. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $331,765 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $331,765 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $102,044,546 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 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 | Yes (1) | 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 | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 294 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3390 | 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 |
| 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 | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK BROOKE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516386208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 BETHEL DRIVE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 551126999 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BARNES III JAMES H | |||||||||
| PRESIDENT | 40.00 | 1.00 | Yes (X) | Yes (X) | $201,174 | $0 | $75,541 | ||
| WIENS HAROLD J | |||||||||
| CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREEN JAMES B | |||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHNSON JOEL K | |||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BJORK ROBERT | |||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DYE DANIEL | |||||||||
| ASSISTANT SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDERSON ROLLIE | |||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARR COLLIN E | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BERGSTEDT ALAN | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BROCKER MICHAEL | |||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLSON DANIEL H | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CONRAD DEANNA | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EVANS THOMAS C | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HAGER DEAN | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HENDERSON MICHAEL | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HUMMEL DALE | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENKINS JOHN K | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENSEN WAYLAND E | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHNSON DONALD H | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAUPS KRISTA L | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRBY STEVE T | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KOPISCHKE TROY | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARSON KARIN L | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDH DANIEL A | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MADURO TRINA | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MCKNIGHT LAURA | |||||||||
| TRUSTEE | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MITTON PAUL | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MOUA T CHER | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MYERS VIKKI J | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLSON BARBARA | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OLSON PAMELA | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROISE JOHN | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEVELAND GERALD R | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SMITH HAROLD B | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SOLTERO GEORGE H | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRAUDT TIM N | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TSCHETTER RONALD A | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WHITE JULIE M | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WORIES JOHN | |||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NELSON KATHLEEN | |||||||||
| SR VP FINANCE & ADMIN | 40.00 | 0.00 | Yes (X) | $156,704 | $0 | $18,356 | |||
| HARLESS DEBRA | |||||||||
| EXECUTIVE VP AND PROVOST | 40.00 | 0.00 | $155,561 | $0 | $34,704 | Yes (X) | |||
| MAZOROL PATRICK | |||||||||
| SR VP UNIVERSITY RELATIONS | 40.00 | 1.00 | $153,271 | $0 | $26,708 | Yes (X) | |||
| LALUZERNE JOSEPH | |||||||||
| SR VP STRATEGIC PLANNING | 40.00 | 0.00 | $154,644 | $0 | $34,387 | Yes (X) | |||
| SCHULZE EDITH | |||||||||
| VP FOR STUDENT LIFE | 40.00 | 0.00 | $131,438 | $0 | $12,929 | Yes (X) | |||
| LINDVALL SHERIE | |||||||||
| SR VP COMMUNICATIONS/MKTG | 40.00 | 0.00 | $129,112 | $0 | $17,338 | Yes (X) | |||
| SULLIVAN-TRAINOR DEBORAH | |||||||||
| VP AND DEAN | 40.00 | 0.00 | $127,805 | $0 | $15,108 | Yes (X) | |||
| JENSEN MARY | |||||||||
| ASSOCIATE DEAN | 40.00 | 0.00 | $123,751 | $0 | $30,719 | Yes (X) | |||
| CROMBIE RICHARD | |||||||||
| VP AND DEAN | 40.00 | 0.00 | $118,572 | $0 | $22,238 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,452,032 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $288,028 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXHO INC | |||||
| 3900 BETHEL DRIVE | ST PAUL | MN | 55112 | FOOD SERVICE MANAGEMENT | $5,428,447 |
| MA MORTENSON CONSTRUCTION | |||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55422 | GENERAL CONTRACTOR | $1,528,939 |
| HAWORTH | |||||
| 2304 MOMENTUM PLACE | CHICAGO | IL | 60689 | MARKETING & MEDIA SERVICES | $665,844 |
| ROYALL & COMPANY | |||||
| 1920 EAST PARHAM ROAD | RICHMOND | VA | 23228 | ENROLLMENT MANAGEMENT SERVICES | $310,438 |
| COUNCIL FOR CHRISTIAN COLLEGES | |||||
| 321 8TH STREET NORTHEAST | WASHINGTON | DC | 20002 | OFF-CAMPUS STUDY PROGRAMS | $299,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $25,961 | FederatedCampaignsAmt |
| Fundraising | $36,178 | FundraisingAmt |
| Government Grants | $2,278,319 | GovernmentGrantsAmt |
| All Other Contributions | $6,087,294 | AllOtherContributionsAmt |
| Noncash Contributions | $556,232 | NoncashContributionsAmt |
| Total Contributions | $8,427,752 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $102,926,885 | $102,926,885 |
| AUXILIARY SERVICES | 611710 | $18,324,403 | $18,324,403 |
| STUDY ABROAD | 611710 | $1,542,659 | $1,542,659 |
| STUDENT PROGRAMS | 611710 | $1,105,470 | $1,105,470 |
| MUSIC GROUP TOURS | 611710 | $303,418 | $303,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $124,202,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,743,418 | TotalRevenueColumnAmt |
| Exclusion | $1,743,418 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $79,221 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $170,761 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$91,540 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$91,540 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$91,540 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,078,009 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,296,116 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,781,893 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,781,893 | TotalRevenueColumnAmt |
| Exclusion | $1,781,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,920 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,178 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,388 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,468 | TotalRevenueColumnAmt |
| Exclusion | -$19,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,682,647 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,125,167 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $557,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $557,480 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,795,399 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $130,746 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,664,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,795,399 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,397,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,760,315 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $39,206 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,170,496 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,765 | TotalAmt |
| Program Services | $331,765 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,675,227 | TotalAmt |
| Program Services | $32,675,227 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,729 | TotalAmt |
| Program Services | $254,539 | ProgramServicesAmt |
| Management And General | $560,574 | ManagementAndGeneralAmt |
| Fundraising | $247,616 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,881,711 | TotalAmt |
| Program Services | $33,330,972 | ProgramServicesAmt |
| Management And General | $11,605,058 | ManagementAndGeneralAmt |
| Fundraising | $945,681 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998,080 | TotalAmt |
| Program Services | $1,439,603 | ProgramServicesAmt |
| Management And General | $514,948 | ManagementAndGeneralAmt |
| Fundraising | $43,529 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500,867 | TotalAmt |
| Program Services | $5,230,935 | ProgramServicesAmt |
| Management And General | $3,123,948 | ManagementAndGeneralAmt |
| Fundraising | $145,984 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,192,607 | TotalAmt |
| Program Services | $2,285,449 | ProgramServicesAmt |
| Management And General | $828,720 | ManagementAndGeneralAmt |
| Fundraising | $78,438 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,303 | TotalAmt |
| Program Services | $3,244 | ProgramServicesAmt |
| Management And General | $312,246 | ManagementAndGeneralAmt |
| Fundraising | $1,813 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,418 | TotalAmt |
| Management And General | $74,418 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,866 | TotalAmt |
| Management And General | $115,866 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,368 | TotalAmt |
| Management And General | $110,368 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,480,323 | TotalAmt |
| Program Services | $831,457 | ProgramServicesAmt |
| Management And General | $639,269 | ManagementAndGeneralAmt |
| Fundraising | $9,597 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,825,083 | TotalAmt |
| Program Services | $272,035 | ProgramServicesAmt |
| Management And General | $2,431,239 | ManagementAndGeneralAmt |
| Fundraising | $121,809 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,059,439 | TotalAmt |
| Program Services | $2,482,464 | ProgramServicesAmt |
| Management And General | $1,442,184 | ManagementAndGeneralAmt |
| Fundraising | $134,791 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,864 | TotalAmt |
| Program Services | $104,275 | ProgramServicesAmt |
| Management And General | $47,364 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,045,381 | TotalAmt |
| Program Services | $1,218,186 | ProgramServicesAmt |
| Management And General | $2,827,195 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,608,801 | TotalAmt |
| Program Services | $3,191,600 | ProgramServicesAmt |
| Management And General | $353,758 | ManagementAndGeneralAmt |
| Fundraising | $63,443 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,067 | TotalAmt |
| Program Services | $290,278 | ProgramServicesAmt |
| Management And General | $256,686 | ManagementAndGeneralAmt |
| Fundraising | $58,103 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465,434 | TotalAmt |
| Program Services | $1,800,706 | ProgramServicesAmt |
| Management And General | $664,728 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,954,880 | TotalAmt |
| Program Services | $4,620,757 | ProgramServicesAmt |
| Management And General | $334,123 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248,492 | TotalAmt |
| Management And General | $1,248,492 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $5,939,562 | $5,939,562 | ||
| IMPROVEMENTS | $4,729,845 | $2,275,538 | $2,447,040 | $7,267 |
| MISCELLANEOUS | $2,723,224 | $3,465,954 | -$749,515 | $6,785 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,098,336 | TotalAmt |
| Program Services | $102,044,546 | ProgramServicesAmt |
| Management And General | $29,188,709 | ManagementAndGeneralAmt |
| Fundraising | $1,865,081 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,253,721 | BOYAmt |
| EOY | $18,419,429 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,210 | BOYAmt |
| EOY | $503,938 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,314 | BOYAmt |
| EOY | $286,791 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,566,200 | BOYAmt |
| EOY | $4,634,635 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,846 | BOYAmt |
| EOY | $940,587 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,965 | BOYAmt |
| EOY | $1,863,434 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,024,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,695,790 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,362,223 | BOYAmt |
| EOY | $100,328,712 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,428,518 | BOYAmt |
| EOY | $31,396,638 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,828,348 | BOYAmt |
| EOY | $12,591,001 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,818,421 | BOYAmt |
| EOY | $2,727,268 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,022,766 | BOYAmt |
| EOY | $173,692,433 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,135,403 | BOYAmt |
| EOY | $6,655,116 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,972,935 | BOYAmt |
| EOY | $1,944,754 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,141 | BOYAmt |
| EOY | $1,381,360 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,140,000 | BOYAmt |
| EOY | $42,230,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,750 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,016,877 | BOYAmt |
| EOY | $31,786,540 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,735,106 | BOYAmt |
| EOY | $83,997,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,743,506 | BOYAmt |
| EOY | $40,111,080 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,674,522 | BOYAmt |
| EOY | $21,168,540 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,869,632 | BOYAmt |
| EOY | $28,415,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,287,660 | BOYAmt |
| EOY | $89,694,663 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,022,766 | BOYAmt |
| EOY | $173,692,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,299,433 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $929,131 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,107,855 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,929,416 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $115,866 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $115,866 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BETHEL UNIVERSITY IS A MEMBER OF THE MINNESOTA PRIVATE COLLEGE COUNCIL (MPCC), AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. MPCC IS AN ASSOCIATION OF PRIVATE NONPROFIT INSTITUTIONS OF HIGHER EDUCATION THAT SERVES A VARIETY OF ITS MEMBERS' SHARED NEEDS, INCLUDING, BUT NOT ONLY NONPARTISAN AND NON-ELECTORAL ADVOCACY FOR PUBLIC POLICY THAT MEETS STUDENTS' NEEDS AND ADVANCES THE INTERESTS OF PRIVATE HIGHER EDUCATION. BETHEL PAID MEMBERSHIP DUES TO MPCC IN THE AMOUNT OF $161,937 DURING THE FISCAL YEAR. BASED ON FIGURES PROVIDED BY MPCC, $115,866 OF BETHEL'S DUES WENT, IN PART, TOWARD LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $2,700 | RevenuesIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $34,395,566 | BeginningYearBalanceAmt |
| Contributions | $918,381 | ContributionsAmt |
| Investment Earnings Or Losses | $3,340,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $519,471 | GrantsOrScholarshipsAmt |
| Other Expenditures | $489,171 | OtherExpendituresAmt |
| Administrative Expenses | $116,360 | AdministrativeExpensesAmt |
| End Year Balance | $37,529,157 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,873,064 | BeginningYearBalanceAmt |
| Contributions | $1,704,768 | ContributionsAmt |
| Investment Earnings Or Losses | $4,848,366 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $434,704 | GrantsOrScholarshipsAmt |
| Other Expenditures | $493,398 | OtherExpendituresAmt |
| Administrative Expenses | $102,530 | AdministrativeExpensesAmt |
| End Year Balance | $34,395,566 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,808,051 | BeginningYearBalanceAmt |
| Contributions | $645,641 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,536,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $585,446 | GrantsOrScholarshipsAmt |
| Other Expenditures | $437,451 | OtherExpendituresAmt |
| Administrative Expenses | $21,097 | AdministrativeExpensesAmt |
| End Year Balance | $28,873,064 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,955,788 | BeginningYearBalanceAmt |
| Contributions | $379,543 | ContributionsAmt |
| Investment Earnings Or Losses | $4,742,244 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $489,596 | GrantsOrScholarshipsAmt |
| Other Expenditures | $759,134 | OtherExpendituresAmt |
| Administrative Expenses | $20,794 | AdministrativeExpensesAmt |
| End Year Balance | $30,808,051 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,335,225 | BeginningYearBalanceAmt |
| Contributions | $777,180 | ContributionsAmt |
| Investment Earnings Or Losses | $3,880,865 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,033,453 | GrantsOrScholarshipsAmt |
| Other Expenditures | $984,923 | OtherExpendituresAmt |
| Administrative Expenses | $19,106 | AdministrativeExpensesAmt |
| End Year Balance | $26,955,788 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23640 | 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 | $1,335,256 | OtherCostOrOtherBasisAmt |
| Book Value | $1,335,256 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $136,713,486 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,973,081 | DepreciationAmt |
| Book Value | $88,740,405 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,838,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,240,346 | DepreciationAmt |
| Book Value | $597,749 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,659,724 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,482,363 | DepreciationAmt |
| Book Value | $6,177,361 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,477,941 | OtherCostOrOtherBasisAmt |
| Book Value | $3,477,941 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $100,328,712 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEDGE FUND INVESTMENTS | Desc |
| Book Value | $12,591,001 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,591,001 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITY CONTRACTS | $3,374,049 |
| PENSION LIABILITY | $27,074,311 |
| POSTRETIREMENT BENEFITS LIABILITY | $611,545 |
| LIABILITY FOR SELF-INSURANCE | $397,803 |
| OTHER LIABILITIES | $328,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,786,540 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $101,928,433 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,337,316 | OtherRevenueAmt |
| Revenue Not Reported | $1,337,316 | RevenueNotReportedAmt |
| Revenue Subtotal | $100,591,117 | RevenueSubtotalAmt |
| Other Revenues Not Included | $37,806,652 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,806,652 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $138,397,769 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $101,760,425 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,337,316 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,337,316 | ExpensesNotReportedAmt |
| Expenses Subtotal | $100,423,109 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $32,675,227 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $32,675,227 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,098,336 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | BETHEL'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE BETHEL'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEET. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. BETHEL'S COLLECTIONS ARE MADE UP OF POTTERY, PRINTS, MUSICAL INSTRUMENTS, AND PAINTINGS THAT ARE HELD FOR EDUCATIONAL AND PERFORMANCE PURPOSES. EACH OF THE ITEMS ARE CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AS WELL AS TO SUPPORT PROGRAMS AND OPERATIONS. |
| PART X, LINE 2: | BETHEL HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING IT IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS SUBJECT TO FEDERAL INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME. CONTRIBUTIONS ARE ALSO TAX DEDUCTIBLE. BETHEL HAS NO OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. ACCORDINGLY, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES ARE REQUIRED. BETHEL HAS ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON BETHEL'S FINANCIAL STATEMENTS. BETHEL'S TAX RETURNS ARE OPEN TO EXAMINATIONS FOR THE YEARS 2011 THROUGH 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 41,388. COST OF GOODS SOLD 1,125,167. RENTAL EXPENSES 170,761. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONALLY FUNDED AID 32,675,227. NON-OPERATING CONTRIBUTIONS, GIFTS & BEQUESTS 2,617,164. NON-OPERATING INVESTMENT INCOME 2,524,216. NON-OPERATING OTHER SOURCES -9,955. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 41,388. COST OF GOODS SOLD 1,125,167. RENTAL EXPENSES 170,761. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONALLY FUNDED AID 32,675,227. |
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 | THE POLICY IS PUBLISHED ON THE UNIVERSITY'S WEBSITE AND IN EMPLOYMENT, ADMISSIONS, AND REGISTRATION MATERIALS. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL AND STATE FUNDS FOR THE PURPOSE OF GRANTS AND WORKSTUDY. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $324,611 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $65,290 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $1,245,841 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $99,031 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $376,643 |
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $10,071,163 |
| 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 | $12,182,579 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,182,579 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL METHOD | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BETHEL GOLF CLASSIC | NameOfEvent1Amt |
| Gross Receipts Event1 | $58,098 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,178 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,920 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $14,155 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,282 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,313 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,638 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $58,098 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,178 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,920 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $14,155 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,282 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,313 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,638 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,388 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,468 | NetIncomeSummaryAmt |
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 | BETHEL UNIVERSITY FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 BETHEL DRIVE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237094836 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $331,765 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS & FINANCIAL AID | GrantTypeTxt |
| Recipient | 4707 | RecipientCnt |
| Cash Grant | $32,675,227 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE OFFICE OF FINANCIAL AID MONITORS THE ELIGIBILITY AND AWARDING OF SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS BY REVIEWING STUDENT NEED BASED ON THE FAFSA REPORT, AWARDING BASED ON PRE-DETERMINED AID CRITERIA, AND MONITORING THE STUDENT STATUS EACH TERM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARNES III JAMES H | ||||||||||||||
| PRESIDENT | $201,174 | $0 | $0 | $0 | $0 | $0 | $15,025 | $0 | $60,516 | $0 | $276,715 | $0 | $0 | $0 |
| NELSON KATHLEEN | ||||||||||||||
| SR VP FINANCE & ADMIN | $156,704 | $0 | $0 | $0 | $0 | $0 | $9,553 | $0 | $8,803 | $0 | $175,060 | $0 | $0 | $0 |
| HARLESS DEBRA | ||||||||||||||
| EXECUTIVE VP AND PROVOST | $155,561 | $0 | $0 | $0 | $0 | $0 | $9,793 | $0 | $24,911 | $0 | $190,265 | $0 | $0 | $0 |
| MAZOROL PATRICK | ||||||||||||||
| SR VP UNIVERSITY RELATIONS | $153,271 | $0 | $0 | $0 | $0 | $0 | $9,542 | $0 | $17,166 | $0 | $179,979 | $0 | $0 | $0 |
| LALUZERNE JOSEPH | ||||||||||||||
| SR VP STRATEGIC PLANNING | $154,644 | $0 | $0 | $0 | $0 | $0 | $9,793 | $0 | $24,594 | $0 | $189,031 | $0 | $0 | $0 |
| JENSEN MARY | ||||||||||||||
| ASSOCIATE DEAN | $123,751 | $0 | $0 | $0 | $0 | $0 | $6,400 | $0 | $24,319 | $0 | $154,470 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING ALLOWANCE: JAMES H. BARNES III - NOT INCLUDIBLE IN TAXABLE COMPENSATION SOCIAL CLUB DUES: JAMES H. BARNES III - NOT INCLUDIBLE IN TAXABLE COMPENSATION | 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 | MN HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 410988525 | BondIssuerEIN |
| CUSIP | 60416HLD4 | CUSIPNum |
| Bond Issued | 2007-08-02 | BondIssuedDt |
| Issue Price | $43,541,514 | IssuePriceAmt |
| Purpose | CONSTRUCTION & BOND RETIREMENT | 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 | $1,770,000 | RetiredAmt |
| Total Proceeds | $43,541,514 | TotalProceedsAmt |
| Capitalized Interest | $1,147,501 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $679,875 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $13,855,976 | CapitalExpendituresAmt |
| Other Spent Proceeds | $27,828,161 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | 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 | Yes (1) | 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
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $536,229 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DOOR PRIZES | 45 | $10,331 | FAIR MARKET VALUE |
| Yes (X) | FURNITURE | 7 | $5,872 | FAIR MARKET VALUE |
| Yes (X) | MISCELLANEOUS | 4 | $1,100 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 UNIVERSITY REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE UNIVERSITY'S EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR, VICE CHAIR, SECRETARY, TREASURER, ASSISTANT SECRETARY AND OTHER TRUSTEES AS SELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE HAS THE POWER AND AUTHORITY TO ACT AS DELEGATED BETWEEN BOARD MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE UNIVERSITY INCLUDE REGULARLY ORGANIZED BAPTIST CHURCHES WHICH ARE MEMBERS IN GOOD STANDING OF THE BAPTIST GENERAL CONFERENCE (BGC). ELECTED DELEGATES OF MEMBER CHURCHES, REGULARLY ELECTED MEMBERS OF THE BGC BOARD, THE PRESIDENT OF THE CONFERENCE, THE OFFICERS OF THE BIENNIAL ASSEMBLY OF THE CONFERENCE, THE CHIEF ADMINISTRATIVE OFFICER OF EACH CONFERENCE DISTRICT, THE PRESIDENT AND CHIEF ACADEMIC OFFICERS OF BETHEL UNIVERSITY, THE MEMBERS OF THE BOARD OF TRUSTEES OF BETHEL UNIVERSITY, AND THE DULY CONFIRMED FULL TIME FACULTY MEMBERS OF BETHEL SEMINARY SERVE AS DELEGATES TO THE BIENNIAL ASSEMBLY OF THE UNIVERSITY WITH VOICE AND VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | A MAJORITY OF THE UNIVERSITY'S BOARD OF TRUSTEES ARE ELECTED BY THE DELEGATES AT THE BIENNIAL ASSEMBLY. ADDITIONAL BOARD TRUSTEES MAY BE APPOINTED BY THE BOARD OF TRUSTEES SUBJECT TO CONFIRMATION BY THE DELEGATES AT THE BIENNIAL ASSEMBLY. TWO REPRESENTATIVES OF THE DISTRICT EXECUTIVE MINISTERS COUNCIL ARE APPOINTED BY THE BOARD OF THE COUNCIL. THE PRESIDENT OF THE BAPTIST GENERAL CONFERENCE AND THE PRESIDENT OF THE UNIVERSITY SERVE AS EX-OFFICIO MEMBERS OF THE BOARD OF TRUSTEES WITH VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE UNIVERSITY'S GOVERNING DOCUMENTS, ITS AFFIRMATION OF FAITH, ELECTION AND/OR CONFIRMATION OF BOARD MEMBERS, ELECTION OF A PRESIDENT, CONFIRMATION OF THE PROVOST AND FULL TIME TEACHERS IN THE SEMINARY ARE SUBJECT TO APPROVAL BY THE DELEGATES OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PUBLIC INSPECTION COPY OF THE FORM 990 WAS ELECTRONICALLY PROVIDED FOR REVIEW TO ALL BOARD MEMBERS, INCLUDING THE AUDIT COMMITTEE, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLIES TO TRUSTEES, GOVERNORS, OFFICERS, AND EMPLOYEES WHO INFLUENCE THE ACTIONS OF THE UNIVERSITY OR MAKE COMMITMENTS ON ITS BEHALF. ALL TRUSTEES, GOVERNORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE FORM. ALL INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST BEFORE A TRANSACTION IS CONSUMMATED. IF IT IS NOT CLEAR WHETHER AN EMPLOYEE HAS A CONFLICT, THE DECISION IS MADE BY THE RELEVANT SUPERVISOR - THE BOARD CHAIR, DEPARTMENT CHAIR, DEAN, VICE PRESIDENT OR PROVOST. IN THE CASE OF TRUSTEES, THE DECISION IS MADE BY THE BOARD OF TRUSTEES. AN INDIVIDUAL WITH A POTENTIAL CONFLICT ABSTAINS FROM VOTING ON THE MATTER AND WITHDRAWS FROM ANY RELEVANT DISCUSSION. THE BOARD OF TRUSTEES VOTES ON WHETHER THE TRANSACTION IS JUST, FAIR AND REASONABLE TO THE UNIVERSITY. THE MINUTES OF THE MEETING OF THE BOARD OR COMMITTEE SHALL REFLECT THE CONLFICT OF INTEREST WAS DISCLOSED AND THAT THE INTERESTED INDIVIDUAL WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE AND DID NOT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT, OTHER OFFICERS, AND KEY EMPLOYEES IS DETERMINED BY THE COMPENSATION AND PERFORMANCE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH ITS EXECUTIVE COMPENSATION POLICY, REVIEWING BENCHMARK DATA, UTILIZING THE METHODOLOGY OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS TEST ESTABLISHED BY THE IRS, USING COMPENSATION ADVISERS, AND REVIEWING THE INDIVIDUALS PERFORMANCE. THIS PROCESS WAS LAST CONDUCTED IN 2013 FOR J. BARNES, PRESIDENT; K. NELSON, SR VP FINANCE & ADMIN; D. HARLESS, EX VP & PROVOST; P. MAZOROL, SR VP UNIVERSITY RELATIONS; S. LINDVALL, SR VP STRATEGIC PLANNING; AND J. LALUZERNE, SR VP COMMUNICATIONS/MKTG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'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 GIFT ANNUITIES -818,070. CHANGE IN PENSION LIABILITY -2,111,346. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 BETHEL DRIVE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237094836 | EIN |
| Primary Activities | FINANCIAL MANAGEMENT OF ENDOWMENTS AND TRUST ACCOUNTS FOR BETHEL UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $331,765 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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