ASHLAND UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ASHLAND UNIVERSITY (EIN 34-0714626)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-15
- IRS object ID
- 201531059349300223
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T09:51:22-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202122306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GBQ PARTNERS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 WEST STREET SUITE 700 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432152663 | 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 | 340714626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHL | BusinessNameControlTxt |
| Phone | 4192895011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 COLLEGE AVENUE | AddressLine1 |
| City | ASHLAND | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN R STORCK | PersonNm |
| Person Title | VP FOR FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 4192895011 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GBQ PARTNERS LLC | PreparerPersonNm |
| PTIN | P01380769 | PTIN |
| Phone | 6142211120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN R STORCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 COLLEGE AVENUE | AddressLine1 |
| City | ASHLAND | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $180,569,991 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASHLAND.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | INSTITUTION OF HIGHER EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 2811 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $709,169 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,176,596 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,575,816 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $117,191,364 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,214,865 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,369,028 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,671,092 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,659,863 | PYOtherRevenueAmt |
| CY Other Revenue | $1,144,935 | CYOtherRevenueAmt |
| PY Total Revenue | $132,396,851 | PYTotalRevenueAmt |
| CY Total Revenue | $129,606,708 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,456,910 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $37,582,962 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $60,040,980 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,572,669 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,097,842 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,462,189 | PYOtherExpensesAmt |
| CY Other Expenses | $30,684,647 | CYOtherExpensesAmt |
| PY Total Expenses | $131,960,079 | PYTotalExpensesAmt |
| CY Total Expenses | $126,840,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $436,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,766,430 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $232,711,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,344,692 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,054,679 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,999,175 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $129,656,351 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $131,345,517 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASHLAND UNIVERSITY EDUCATES AND CHALLENGES STUDENTS TO DEVELOP INTELLECTUALLY AND ETHICALLY, TO SEEK WISDOM AND JUSTICE AND TO PREPARE FOR THE RIGORS OF LIVING AND WORKING AS CITIZENS AWARE OF THEIR GLOBAL RESPONSIBILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,582,962 | ExpenseAmt |
| Grant | $37,582,962 | GrantAmt |
| Desc | SCHOLARSHIPS - OVER 2,500 STUDENTS SERVED | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,634,179 | ExpenseAmt |
| Revenue | $98,290,976 | RevenueAmt |
| Desc | INSTRUCTIONAL SUPPORT | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,696,960 | ExpenseAmt |
| Revenue | $16,116,809 | RevenueAmt |
| Desc | INSTITUTIONAL SUPPORT | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,917,589 | ExpenseAmt |
| Revenue | $3,304,590 | RevenueAmt |
| Desc | OTHER SERVICES: ACADEMIC SUPPORT, STUDENT SERVICES, ADMINISTRATIVE SERVICES AND OTHER AUXILIARY SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $21,917,589 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,304,590 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $116,831,690 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 293 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2811 | 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 | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 | 0 | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN R STORCK PHD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192895011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 COLLEGE AVENUE | AddressLine1 |
| City | ASHLAND | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LISA O MILLER | |||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN J WILLIAMS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARY L COURTRIGHT | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS H PICKERING | |||||||
| VICE SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD B ALFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A AURANDT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER D BOYD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED B BROAD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK E CAMP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ARDEN E GILMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA M GRAVATT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHON L GROZA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY A HILL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BROOKS HULL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR G EMERY HURD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C INGMAND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH L KARL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE A LAMB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL E MCKNIGHT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK K MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD T MISHEFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D MOORE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VAUGHN L NICKELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF PAYTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALFRED E PILONG JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LELAND P REINEKE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN D ROTH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR EMANUEL W SANDBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY L SOLOMON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DALE R THOMAE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E TROOP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WHATMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES A WILTROUT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL P ZUNICH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL COFFEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN DOSS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KRILL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA DEAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES H GAMBLE JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK J FINKS | |||||||
| PRESIDENT | 40.00 | Yes (X) | $358,535 | $0 | $86,543 | ||
| JAMES L KIRTLAND | |||||||
| VP BUSINESS AFFAIRS | 40.00 | Yes (X) | $153,458 | $0 | $46,863 | ||
| JOHN C SHULTZ | |||||||
| PRESIDENT OF SEMINARY | 40.00 | Yes (X) | $164,447 | $0 | $29,448 | ||
| FRANK E PETTIGREW JR | |||||||
| PROVOST | 40.00 | Yes (X) | $175,140 | $0 | $27,221 | ||
| RON HUIATT | |||||||
| VP OF DEVELOPMENT | 40.00 | Yes (X) | $59,801 | $0 | $8,957 | ||
| BRENDA S HEIMANN | |||||||
| VP OF STUDENT AFFAIRS | 40.00 | Yes (X) | $132,965 | $0 | $12,778 | ||
| CURTIS D WHITE | |||||||
| VP OF INFORMATION TECHNOLO | 40.00 | Yes (X) | $135,013 | $0 | $34,797 | ||
| SCOTT VAN LOO | |||||||
| VP OF MARKETING & ENROLLME | 40.00 | Yes (X) | $116,523 | $0 | $26,827 | ||
| PATRICK EWING | |||||||
| VP OF FACILITIES MANAGEMEN | 40.00 | Yes (X) | $99,387 | $0 | $26,567 | ||
| STEPHEN R STORCK | |||||||
| VP FINANCE AND ADMINISTRATION | 40.00 | Yes (X) | $56,153 | $0 | $7,574 | ||
| MARGARET A POMFRET | |||||||
| VP OF DEVELOPMENT | 40.00 | Yes (X) | $137,095 | $0 | $25,876 | ||
| DR PETER W SCHRAMM | |||||||
| PROFESSOR/DIR ASHBROOK CEN | 40.00 | $179,131 | $0 | $23,230 | Yes (X) | ||
| DAWN WEBER | |||||||
| DEAN OF ARTS & SCIENCES | 40.00 | $138,273 | $0 | $17,811 | Yes (X) | ||
| STEVEN W POOL | |||||||
| PROFESSOR | 40.00 | $135,992 | $0 | $20,430 | Yes (X) | ||
| JEFFERY RUSSELL | |||||||
| DEAN OF BUSINESS | 40.00 | $139,969 | $0 | $24,528 | Yes (X) | ||
| ROGER BECKETT | |||||||
| DIRECTOR ASHBROOK CENTER | 40.00 | $163,993 | $0 | $30,589 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,345,875 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $450,039 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METZGERS INC | |||||
| 207 ARCO DR | TOLEDO | OH | 43607 | PRINTING | $129,375 |
| S&S COACH CO | |||||
| PO BOX 73579 | CHICAGO | IL | 60673 | GROUND TRANSPORTATION | $108,958 |
| OTIS ELEVATOR CO | |||||
| PO BOX 73579 | CHICAGO | IL | 60673 | ELEVATOR MAINTENANCE | $102,433 |
| HOBSONS INC | |||||
| 10300 ALLIANCE RD SUITE 301 | CINCINNATI | OH | 45242 | SOFTWARE AND CONSULTING | $100,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $38,150 | FundraisingAmt |
| Government Grants | $818,802 | GovernmentGrantsAmt |
| All Other Contributions | $8,718,864 | AllOtherContributionsAmt |
| Noncash Contributions | $1,334,411 | NoncashContributionsAmt |
| Total Contributions | $9,575,816 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $98,290,976 | $98,290,976 |
| AUXILIARY ENTERPRISES | 611710 | $16,116,809 | $16,116,809 |
| RELATED ORG ACTIVITIES | 611710 | $2,807,080 | $2,807,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,214,865 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $921,483 | TotalRevenueColumnAmt |
| Exclusion | $921,483 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,591,782 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,842,173 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $749,609 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $749,609 | TotalRevenueColumnAmt |
| Exclusion | $749,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,119 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $38,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,863 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$61,744 | TotalRevenueColumnAmt |
| Exclusion | -$61,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,250,926 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,044,247 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,206,679 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $497,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $709,169 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,606,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,712,375 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $709,169 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,609,348 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,582,962 | TotalAmt |
| Program Services | $37,582,962 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,968 | TotalAmt |
| Program Services | $1,751,985 | ProgramServicesAmt |
| Management And General | $92,608 | ManagementAndGeneralAmt |
| Fundraising | $77,375 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,512,457 | TotalAmt |
| Program Services | $41,564,946 | ProgramServicesAmt |
| Management And General | $2,086,010 | ManagementAndGeneralAmt |
| Fundraising | $1,861,501 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,406 | TotalAmt |
| Program Services | $1,137,335 | ProgramServicesAmt |
| Management And General | $72,029 | ManagementAndGeneralAmt |
| Fundraising | $50,042 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,253,507 | TotalAmt |
| Program Services | $5,652,044 | ProgramServicesAmt |
| Management And General | $386,799 | ManagementAndGeneralAmt |
| Fundraising | $214,664 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,625,331 | TotalAmt |
| Program Services | $3,347,015 | ProgramServicesAmt |
| Management And General | $146,725 | ManagementAndGeneralAmt |
| Fundraising | $131,591 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,410 | TotalAmt |
| Program Services | $127,591 | ProgramServicesAmt |
| Fundraising | $3,819 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,359 | TotalAmt |
| Program Services | $84,821 | ProgramServicesAmt |
| Fundraising | $2,538 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,399 | TotalAmt |
| Program Services | $114,860 | ProgramServicesAmt |
| Management And General | $1,341 | ManagementAndGeneralAmt |
| Fundraising | $22,198 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,942 | TotalAmt |
| Program Services | $984,231 | ProgramServicesAmt |
| Management And General | $11,493 | ManagementAndGeneralAmt |
| Fundraising | $190,218 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,708 | TotalAmt |
| Program Services | $53,589 | ProgramServicesAmt |
| Fundraising | $368,119 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531,952 | TotalAmt |
| Program Services | $1,363,661 | ProgramServicesAmt |
| Management And General | $2,275 | ManagementAndGeneralAmt |
| Fundraising | $166,016 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,752 | TotalAmt |
| Program Services | $310,761 | ProgramServicesAmt |
| Management And General | $487 | ManagementAndGeneralAmt |
| Fundraising | $85,504 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,024,312 | TotalAmt |
| Program Services | $3,920,491 | ProgramServicesAmt |
| Management And General | $3,055,888 | ManagementAndGeneralAmt |
| Fundraising | $47,933 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,536,175 | TotalAmt |
| Program Services | $1,358,551 | ProgramServicesAmt |
| Management And General | $46,308 | ManagementAndGeneralAmt |
| Fundraising | $131,316 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,407 | TotalAmt |
| Program Services | $8,407 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,607,686 | TotalAmt |
| Program Services | $2,607,686 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,209,633 | TotalAmt |
| Program Services | $4,204,608 | ProgramServicesAmt |
| Management And General | $5,025 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,848 | TotalAmt |
| Program Services | $598,848 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| INSTITUTIONAL SUPPORT | $3,845,851 | $3,166,484 | $679,367 |
| MISC. AUXILIARY SERVICE | $2,981,880 | $2,981,880 | |
| STUDENT SERVICES | $1,739,013 | $1,739,013 | |
| INSTRUCTIONAL COST | $673,318 | $673,318 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,002 | TotalAmt |
| Program Services | $1,496,603 | ProgramServicesAmt |
| Management And General | $3,758 | ManagementAndGeneralAmt |
| Fundraising | $65,641 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,840,278 | TotalAmt |
| Program Services | $116,831,690 | ProgramServicesAmt |
| Management And General | $5,910,746 | ManagementAndGeneralAmt |
| Fundraising | $4,097,842 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,010 | BOYAmt |
| EOY | $8,080 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,872,557 | BOYAmt |
| EOY | $2,619,658 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,089,137 | BOYAmt |
| EOY | $18,010,329 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,929,879 | BOYAmt |
| EOY | $9,511,379 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,744 | BOYAmt |
| EOY | $753,116 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,485 | BOYAmt |
| EOY | $425,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $236,245,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,395,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,947,463 | BOYAmt |
| EOY | $145,849,941 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,386,716 | BOYAmt |
| EOY | $46,653,132 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,350,039 | BOYAmt |
| EOY | $513,449 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,711,030 | BOYAmt |
| EOY | $224,344,692 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,623,670 | BOYAmt |
| EOY | $10,794,890 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,150,986 | BOYAmt |
| EOY | $5,905,888 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,919,187 | BOYAmt |
| EOY | $40,556,391 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,813,168 | BOYAmt |
| EOY | $24,325,459 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,547,668 | BOYAmt |
| EOY | $11,416,547 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,054,679 | BOYAmt |
| EOY | $92,999,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,603,248 | BOYAmt |
| EOY | $78,353,623 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,941,072 | BOYAmt |
| EOY | $15,530,870 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,112,031 | BOYAmt |
| EOY | $37,461,024 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,656,351 | BOYAmt |
| EOY | $131,345,517 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,711,030 | BOYAmt |
| EOY | $224,344,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,766,430 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,222,554 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $145,290 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 5 | TotalEasementsCnt |
| Total Acreage | 386.50 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $201,035 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,042,412 | BeginningYearBalanceAmt |
| Contributions | $1,752,197 | ContributionsAmt |
| Investment Earnings Or Losses | $2,771,732 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,480,100 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,086,241 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,162,368 | BeginningYearBalanceAmt |
| Contributions | $2,269,247 | ContributionsAmt |
| Investment Earnings Or Losses | $2,997,370 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,072,143 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,053 | AdministrativeExpensesAmt |
| End Year Balance | $36,042,412 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,742,546 | BeginningYearBalanceAmt |
| Contributions | $31,273 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,587,425 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $909,839 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,158,315 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,827,495 | BeginningYearBalanceAmt |
| Contributions | $1,410,120 | ContributionsAmt |
| Investment Earnings Or Losses | $4,469,943 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $965,012 | GrantsOrScholarshipsAmt |
| End Year Balance | $33,742,546 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,931,397 | BeginningYearBalanceAmt |
| Contributions | $1,307,544 | ContributionsAmt |
| Investment Earnings Or Losses | $1,629,172 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,040,618 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,827,495 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,694,682 | OtherCostOrOtherBasisAmt |
| Book Value | $17,694,682 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $172,370,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,416,661 | DepreciationAmt |
| Book Value | $115,954,190 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,937,183 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,719,930 | DepreciationAmt |
| Book Value | $4,217,253 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,242,565 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,258,749 | DepreciationAmt |
| Book Value | $7,983,816 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $145,849,941 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SHORT-TERM CASH HOLDINGS | $2,321,836 | C |
| CORPORATE STOCKS | $3,820,409 | F |
| FIXED INCOME | $7,074,384 | F |
| MUTUAL FUNDS | $26,941,863 | F |
| ALTERNATIVE INVESTMENTS | $5,707,207 | F |
| OTHER | $787,433 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,653,132 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $4,846,604 |
| ACCRUED CHARITABLE GIFT ANNUITY | $4,496,446 |
| ADVANCES FROM FEDERAL GOVERNMENT | $2,073,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,416,547 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $134,509,205 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,636,097 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,266,400 | OtherRevenueAmt |
| Revenue Not Reported | $4,902,497 | RevenueNotReportedAmt |
| Revenue Subtotal | $129,606,708 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $129,606,708 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $128,961,388 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,121,110 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,121,110 | ExpensesNotReportedAmt |
| Expenses Subtotal | $126,840,278 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $126,840,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | CONSERVATION EASEMENTS ARE RECORDED ON THE STATEMENT OF FINANCIAL POSITION AT COST IF PURCHASED AND AT FAIR VALUE AS OF THE DATE OF THE CONTRIBUTION IF RECEIVED BY DONATION. MAJOR IMPROVEMENTS ARE CAPITALIZED AT COST. FOR THE STATEMENT OF ACTIVITIES, NO REVENUES HAVE BEEN GENERATED BY CONSERVATION EASEMENTS AND THEREFORE, NONE RECORDED. EXPENSES FOR UPKEEP AND DEPRECIATION, IF APPLICABLE, ARE CHARGED TO UNRESTRICTED EXPENSE WHEN INCURRED. |
| PART III, LINE 4: | VARIOUS PAINTINGS AND SCULPTURES; USED TO STIMULATE ARTISTIC APPRECIATION. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 650 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. |
| PART X, LINE 2: | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ITS FINANCIAL STATEMENTS AS REQUIRED UNDER FASB ASC, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX PROVISION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION ACCOUNTING. THE UNIVERSITYS INCOME TAX RETURNS PRIOR TO 2011 ARE CLOSED. MANAGEMENT DETERMINED THERE WERE NO UNCERTAIN POSITIONS TAKEN BY THE UNIVERSITY IN ITS TAX RETURNS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,044,247. SPECIAL EVENT EXPENSES 76,863. UNREALIZED GAIN ON INTEREST RATE SWAP 145,290. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,044,247. SPECIAL EVENT EXPENSES 76,863. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 0 | 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 ORGANIZATION PUBLICIZES ITS NONDISCRIMINATORY POLICY THROUGH VARIOUS MEDIA OUTLETS AND PROMOTIONAL MATERIALS IN ORDER TO ENSURE THAT ITS POLICY IS MADE KNOWN TO THE COMMUNITY. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAMS UNDER THE DIRECTION OF THE DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ASHBROOK MEMORIAL | NameOfEvent1Amt |
| Gross Receipts Event1 | $53,269 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $38,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,119 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $8,724 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $68,139 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $53,269 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $38,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,119 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $8,724 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $68,139 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,863 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$61,744 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION WAVER, SCHOLARSHIPS, FINANCIAL AID AND GRANTS | GrantTypeTxt |
| Recipient | 2548 | RecipientCnt |
| Cash Grant | $37,582,962 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION WAIVER/EXCHANGE, ASHLAND UNIVERSITY FUNDED AND DONOR FUNDED SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY AWARDS SCHOLARSHIPS BASED ON THE CRITERIA OF THE DONOR AND/OR THE UNIVERSITY. IF THE STUDENT MEETS THE PROGRAMMED RULES FOR A SCHOLARSHIP AND THE STUDENT IS REGISTERED FOR THE APPROPRIATE NUMBER OF CREDITS, THE FUNDS WILL BE TRANSMITTED TO THE STUDENT'S ACCOUNT. ALL SCHOLARSHIPS ARE APPLIED TO THE DIRECT COSTS OF THE STUDENT, INCLUDING TUITION, FEES, ROOM AND BOARD. THE UNIVERSITY ALSO MONITORS THE ACADEMIC PERFORMANCE OF EACH STUDENT TO MAKE SURE THAT HE/SHE IS MEETING THE ACADEMIC REQUIREMENTS FOR EACH SCHOLARSHIP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICK J FINKS | ||||||||||||||
| PRESIDENT | $294,847 | $0 | $0 | $0 | $63,688 | $0 | $73,000 | $0 | $13,543 | $0 | $445,078 | $0 | $0 | $0 |
| JAMES L KIRTLAND | ||||||||||||||
| VP BUSINESS AFFAIRS | $152,565 | $0 | $0 | $0 | $893 | $0 | $12,000 | $0 | $34,863 | $0 | $200,321 | $0 | $0 | $0 |
| JOHN C SHULTZ | ||||||||||||||
| PRESIDENT OF SEMINARY | $160,257 | $0 | $0 | $0 | $4,190 | $0 | $15,905 | $0 | $13,543 | $0 | $193,895 | $0 | $0 | $0 |
| FRANK E PETTIGREW JR | ||||||||||||||
| PROVOST | $172,677 | $0 | $0 | $0 | $2,463 | $0 | $13,679 | $0 | $13,542 | $0 | $202,361 | $0 | $0 | $0 |
| CURTIS D WHITE | ||||||||||||||
| VP OF INFORMATION TECHNOLO | $134,586 | $0 | $0 | $0 | $427 | $0 | $13,585 | $0 | $21,212 | $0 | $169,810 | $0 | $0 | $0 |
| MARGARET A POMFRET | ||||||||||||||
| VP OF DEVELOPMENT | $136,860 | $0 | $0 | $0 | $235 | $0 | $10,058 | $0 | $15,818 | $0 | $162,971 | $0 | $0 | $0 |
| DR PETER W SCHRAMM | ||||||||||||||
| PROFESSOR/DIR ASHBROOK CEN | $169,774 | $0 | $0 | $0 | $9,357 | $0 | $15,026 | $0 | $8,204 | $0 | $202,361 | $0 | $0 | $0 |
| DAWN WEBER | ||||||||||||||
| DEAN OF ARTS & SCIENCES | $137,627 | $0 | $0 | $0 | $646 | $0 | $10,733 | $0 | $7,078 | $0 | $156,084 | $0 | $0 | $0 |
| STEVEN W POOL | ||||||||||||||
| PROFESSOR | $134,875 | $0 | $0 | $0 | $1,117 | $0 | $9,211 | $0 | $11,219 | $0 | $156,422 | $0 | $0 | $0 |
| JEFFERY RUSSELL | ||||||||||||||
| DEAN OF BUSINESS | $137,647 | $0 | $0 | $0 | $2,322 | $0 | $10,985 | $0 | $13,543 | $0 | $164,497 | $0 | $0 | $0 |
| ROGER BECKETT | ||||||||||||||
| DIRECTOR ASHBROOK CENTER | $163,993 | $0 | $0 | $0 | $0 | $0 | $14,768 | $0 | $15,821 | $0 | $194,582 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATION FACILITIES COMMISSION | ||||||||
| A | 346849674 | 67756BYP9 | 2010-06-10 | $42,735,000 | SEE SCHEDULE O FOR THE DESCRIPTION OF PURPOSE | 0 | 0 | 0 |
| TUSCARAWAS COUNTY PORT AUTHORITY | ||||||||
| B | 300012117 | 2011-03-30 | $8,900,000 | SEE SCHEDULE O FOR THE DESCRIPTION OF PURPOSE | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $42,735,000 | $5,913,438 | $235,856 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $8,900,000 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | 0 | 0 | 0 | 0 | Yes (1) | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE K, PART I, LINE B(F) | BOND PROCEEDS WERE USED TO PAY OFF THE PREVIOUS 2004 BOND ISSUANCE AND ACCRUED INTEREST, TO PAY FOR ISSUANCE COSTS, AND TO FUND DEBT SERVICE AND INTEREST SERVICE RESERVES. THE ISSUE WAS MADE UP OF THREE SEPARATE CUSIP'S: 67756BYP9 - PROCEEDS OF $ 3,700,000 67756BXZ8 - PROCEEDS OF $ 1,860,000 67756BYA2 - PROCEEDS OF $37,175,000 |
| FORM 990, SCHEDULE K, PART I, LINE B(F) | BOND PROCEEDS WERE USED FOR CAPITAL IMPROVEMENTS AND BUILDING RENOVATIONS. THE ISSUE WAS MADE UP OF TWO SEPARATE BONDS: 3/30/11 - PROCEEDS OF $4,000,000 3/30/11 - PROCEEDS OF $4,900,000 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,334,411 | 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 | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY A SENIOR ACCOUNTANT AND THE VP FOR FINANCE AND ADMINISTRATION. IT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW BOTH PRIOR TO ITS FILING AND AT ANY TIME DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST QUESTIONNIARES ARE COMPLETED BY ALL TRUSTEES OF THE UNIVERSITY ANNUALLY. THE AUDIT AND COMPLIANCE COMMITTEEE AND THE CHAIR OF THE BOARD REVIEW THE QUESTIONARES ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES DETERMINES THE PRESIDENT'S COMPENSATION. THE PRESIDENT DETERMINES ALL OTHER EMPLOYEES' COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE KEPT ON SITE AND MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INTEREST RATE SWAP 145,290. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT AND COMPLIANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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