2015-02-26T08:07:37-06:00 2014-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2013-07-01 344428219 HEIDELBERG UNIVERSITY % KELLY WARNKE HEID 4194482517 310 EAST MARKET ST Suite TIFFIN OH 448832462 JOHN WILKIN VP OF BUSINESS AFFAIRS 4194482517 2015-05-15 true Joyce A Dulworth P00151125 4194482517 2013 2016-02-25 16:41:14Z ROBERT HUNTINGTON 310 EAST MARKET STREET TIFFIN OH 44883 59689551 false X WWW.HEIDELBERG.EDU X 1850 OH A COMMUNITY OF LEARNING THAT PROMOTES AND NUTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. 32 32 1002 32 -1791 -1791 14675033 10944652 34735009 38081341 3421745 2524044 355192 225513 53186979 51775550 12264928 13432696 0 0 15926079 16400230 0 0 743640 14283478 14424123 42474485 44257049 10712494 7518501 119162539 132734986 27523457 28855009 91639082 103879977 X HEIDELBERG UNIVERSITY'S MISSION AND PROGRAMS ARE FIRMLY ROOTED IN LIBERAL ARTS WITH INNOVATIVE COURSEWORK IN SCIENCES, GLOBAL EDUCATION, BUSINESS AND RELATED GRADUATE-LEVEL PROGRAMS. QUALITY EDUCATION, SERVICES TO STUDENTS, A CLOSE PERSONAL LIVING ENVIRONMENT AND STRONG VALUES-CENTERED PHILOSOPHY ARE HALLMARKS OF A HEIDELBERG EDUCATION. false false 39776982 13432696 38264776 FACULTY INSTRUCTION FOR 1,556 FULL AND PART-TIME STUDENTS SEEKING DEGREES FROM HEIDELBERG. STUDENT SERVICES PROVIDED TO OUR 1,556 FULL AND PART-TIME STUDENTS. THESE SERVICES INCLUDE ATHLETICS, FINANCIAL AID, OUR ADMISSIONS OFFICE AND SERVICES TO OUR RESIDENT STUDENTS. AUXILIARY SERVICES TO OUR APPROXIMATELY 838 RESIDENT STUDENTS INCLUDE ROOM AND BOARD AS WELL AS OUR BOOKSTORE. 39776982 true true false false false false false true false true true false false false true false true false true true true false false false true false false false true true true false false false false false false false false false false true false false false false true false false false true 61 0 true 1002 true true true true GM false false false true true false false false false X 32 32 false false false false false false false true true false false false true true true true true true true false X KELLY WARNKE 4194482517 310 EAST MARKET STREET TIFFIN OH 44883 JOHN Q ADAMS TRUSTEE 2.0 0.0 X 0 0 0 MARSHA BORDNER PHD TRUSTEE 2.0 0.0 X 0 0 0 GARY BRYENTON ESQ TRUSTEE 2.0 0.0 X 0 0 0 CAROL A CARTWRIGHT PHD TRUSTEE 2.0 0.0 X 0 0 0 CHARLES COLE TRUSTEE 2.0 0.0 X 0 0 0 DAVID DRAKE DDS TRUSTEE 2.0 0.0 X 0 0 0 ERNEST ESTEP MD TRUSTEE 2.0 0.0 X 0 0 0 KATHLEEN GEIER TRUSTEE 2.0 0.0 X 0 0 0 KAREN GILLMOR PHD TRUSTEE 2.0 0.0 X 0 0 0 THEODORE HIERONYMUS TRUSTEE 2.0 0.0 X 0 0 0 ANDREW KALNOW TRUSTEE 2.0 0.0 X 0 0 0 KRIS KLEPPER TRUSTEE 2.0 0.0 X 0 0 0 JOHN KRATZ VICE CHAIR 2.0 0.0 X X 0 0 0 WILLIAM LANDESS TRUSTEE 2.0 0.0 X 0 0 0 SONDRA LIBMAN BOARD CHAIR 2.0 0.0 X X 0 0 0 REV ELIZABETH LONG-HIGGINS TRUSTEE 2.0 0.0 X 0 0 0 JERILYN MEDREA TRUSTEE 2.0 0.0 X 0 0 0 ROBERT MEYER TRUSTEE 2.0 0.0 X 0 0 0 KIMBERLY NEWMAN TRUSTEE 2.0 0.0 X 0 0 0 RICH ODELL TRUSTEE 2.0 0.0 X 0 0 0 R JAMES ORR ESQ TRUSTEE 2.0 0.0 X 0 0 0 TERRY OWEN PHD TRUSTEE 2.0 0.0 X 0 0 0 ANTHONY PARADISO TRUSTEE 2.0 0.0 X 0 0 0 REV RALPH QUELLHORST BOARD SECOND VICE CHAIR 2.0 0.0 X X 0 0 0 WILLIAM REINEKE JR TRUSTEE 2.0 0.0 X 0 0 0 LARRY ROPER PHD TRUSTEE 2.0 0.0 X 0 0 0 LEE SHOBE TRUSTEE 2.0 0.0 X 0 0 0 ELIZABETH SMITH ESQ BOARD SECRETARY 2.0 0.0 X X 0 0 0 VICTOR STRIMBU ESQ TRUSTEE 2.0 0.0 X 0 0 0 RALPH TALMAGE BOARD TREASURER 2.0 0.0 X X 0 0 0 SUSAN WOLF MD PHD TRUSTEE 2.0 0.0 X 0 0 0 WADE YOUNG MD TRUSTEE 2.0 0.0 X 0 0 0 DR ROBERT HUNTINGTON PRESIDENT 40.0 0.0 X 230154 0 52667 MARK KELLAR START 81213 VP OF ENROLLMENT 40.0 0.0 X 35284 0 2579 LINDSAY SOOY LEFT 4513 VP OF ENROLLMENT 40.0 0.0 X 31842 0 10371 DAVID WEININGER VP OF ACADEMIC AFFAIRS 40.0 0.0 X 113697 0 25568 CONNIE HARRIS START 9313 VP OF INSTITUTIONAL ADVNCEMENT 40.0 0.0 X 36589 0 4688 DR JAMES TROHA LEFT 53113 VP OF INSTITUTIONAL ADVNCEMENT 40.0 0.0 X 63345 0 16573 DUSTIN BRENTLINGER VP OF STUDENT SERVICES 40.0 0.0 X 65844 0 13276 JOHN WILKIN VP ADMIN & BUS 40.0 0.0 X 123302 0 33008 700057 0 158730 3 false true false ARAMARK CAMPUS SERVICES 310 E MARKET STREET TIFFIN OH 44883 CAFETERIA MANAGEMENT 3073198 SNAVELY BUILDING COMPANY 7139 PINE STREET 110 CHAGRIN FALLS OH 44022 CONSTRUCTION 1270689 PLUG SMART 990 WEST THIRD AVENUE COLUMBUS OH 43212 MECHANICAL 726044 MJ BROWN COMPANY 220 WALL STREET TIFFIN OH 44883 CONSTRUCTION 259517 DESIGN COLLABORATIVE 200 E MAIN ST SUITE 600 FORT WAYNE IN 46802 ARCHITECTS 122287 11 4825 127960 10811867 1180896 10944652 TUITION AND FEES 900099 30159558 30159558 RESIDENCE HALLS 611710 3718579 3718579 FOOD SERVICE 611710 3815968 3815968 CONFERENCE REVENUE 611710 272897 272897 DEPARTMENTAL SERVICES REVENUE 611710 65212 65212 49127 49127 38081341 1001000 -1791 1002791 0 0 30765 30765 0 30765 30765 8965017 7441973 1523044 1523044 1523044 23300 4825 11987 11313 11313 0 581941 460041 121900 121900 MISCELLANEOUS 611710 61535 61535 61535 51775550 38264776 -1791 2567913 0 13432696 13432696 0 0 700056 581046 91007 28003 0 11929835 10188646 1348984 392205 565300 482793 63922 18585 2347068 2004508 265398 77162 857971 732748 97016 28207 0 66199 66199 95430 95430 0 0 151322 151322 4209750 4048986 95129 65635 128059 71300 51978 4781 2241776 1646302 518750 76724 131159 128402 2757 0 3073968 2971705 76943 25320 582768 539920 23567 19281 0 136875 127938 4799 4138 648890 584001 64889 0 1495094 1495094 465796 122914 342882 MISCELLANEOUS 811298 432244 378212 842 INDIRECT GRANT COST 185739 185739 44257049 39776982 3736427 743640 6600 6600 8496199 7392920 5683305 6847380 1153573 1861139 0 0 0 0 2383563 2356512 175906 142660 797142 432949 101858296 37837659 59582948 64020637 35759247 44113646 71770 71770 0 0 0 0 5052286 5488773 119162539 132734986 4645434 7410590 0 0 1387951 1183812 18561527 17687527 0 0 0 0 1237196 937373 0 0 1691349 1635707 27523457 28855009 X 42802285 43696392 15012134 19463615 33824663 40719970 91639082 103879977 119162539 132734986 X 7518501 4372298 350096 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30740 X X X false 33845235 4553001 6901032 1164756 922521 43211991 30106002 2437463 3668697 1330865 1036062 33845235 31596817 1593216 -1023053 1129521 931457 30106002 26194988 873217 6016580 674908 813060 31596817 23339625 1314636 3014770 745100 728943 26194988 0.80200 0.19800 false false 1904564 1904564 75354558 28899187 46455371 19071514 8938472 10133042 5527660 5527660 64020637 0 DEPOSITS AND FUNDS HELD 165061 ADVANCES FOR FEDERAL LOANS 1470646 1635707 43385954 4372298 822124 5194422 38191532 151322 13432696 13584018 51775550 31145059 472028 472028 30673031 151322 13432696 13584018 44257049 PART III, LINE 4 HEIDELBERG UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE TIFFIN COMMUNITY. ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 350 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT INSTRUCTION, ACADEMIC SUPPORT, SCHOLARSHIPS, FACILITIES, AND OTHER ACTIVITIES OF THE ORGANIZATION. PART XI, LINE 2D COST OF GOODS SOLD 460,041 SPECIAL EVENTS EXPENSE 11,987 CHANGE IN VALUE OF SPLIT INTEREST 350,096 TOTAL $822,124 PART XI & PART XII, LINE 4B STUDENT AID $13,432,696 PART XII, LINE 2D COST OF GOODS SOLD 460,041 SPECIAL EVENTS EXPENSE 11,987 TOTAL $472,028 ASC 740 FOOTNOTE Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true true true true true true true false false false false false false false false true false true QUESTION 3 THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS AFFIRMATIVE ACTION STATEMENT IN COLLEGE PUBLICATION AND SOLICITATIONS. QUESTION 6A HEIDELBERG UNIVERSITY RECEIVES FINANCIAL AID AND GOVERNMENT GRANTS, SUCH AS THE PELL GRANT, STAFFORD LOAN, PARENT LOAN FOR UNDERGRADUATE STUDENTS, AND PERKINS LOAN. Europe (Including Iceland and Greenland) 1 2 Program Services RECRUITING PROGRAM 528286 1 2 1 2 528286 528286 false false false false false false PART I, LINE 2 HEIDELBERG UNIVERSITY PARTICIPATES IN THE AMERICAN JUNIOR YEAR PROGRAM THROUGH WHICH THE UNIVERSITY PARTNERS WITH A SCHOOL IN GERMANY TO RECRUIT STUDENTS. HEIDELBERG RECEIVES TUITION REVENUE FROM STUDENTS RECRUITED THROUGH THIS PROGRAM. GOLF OUTING 28125 4825 23300 2636 7507 1844 0 28125 4825 23300 2636 7507 1844 11987 11313 true SCHOLARSHIPS 1218 13432696 PART I, LINE 2. FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID DEPARTMENT AND CREDITED DIRECTLY TO THE STUDENT ACCOUNT. EACH STUDENT APPLIES FOR FINANCIAL AID BY FILLING OUT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE AWARD IS BASED ON THE INFORMATION IN THIS APPLICATION. STUDENTS CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. THERE IS AN AWARD ELIGIBILITY CALCULATOR AVAILABLE ON THE HEIDELBERG WEBSITE TO SEE IF YOU QUALIFY. X true true X X X X false false false false false false false false false DR ROBERT HUNTINGTON PRESIDENT 189946 0 0 0 40209 0 12870 0 39797 0 282821 0 0 0 JOHN WILKIN VP ADMIN & BUS 123302 0 0 0 0 0 8100 0 24908 0 156310 0 0 0 PART I, QUESTION 1A A CASH HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT ON A MONTHLY BASIS, WHICH IS A TAXABLE BENEFIT REPORTED ON THE W-2. THE PROPERTY IS NOT OWNED BY THE UNIVERSITY NOR IS THERE SUBSTANTIAL BUSINESS USE OF THE PROPERTY. A COUNTY OF SENECA OHIO 346401331 2013-06-27 18561527 HEIDELBERG UNIVERSITY PROJECT false false false A 12580000 0 18490397 0 0 0 71130 0 0 0 0 0 true false true true A false false false false 0 false false false true A false false false true true true FIFTH THIRD 10. false false false 0 false true A false PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED ON 11/25/2013. PART V FOR 6/30/15 HEIDELBERG UNIVERSITY IS DEVELOPING WRITTEN PROCEDURES TO ENSURE ANY POTENTIAL VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE IDENTIFIED AND CORRECTED. X 17 1180896 FMV ON DATE OF GIFT false true true NONCASH CONTRIBUTIONS THE UNIVERSITY USES ROSS SINCLAIRE & ASSOCIATES LLC AND WELLS FARGO TO LIQUIDATE STOCK GIFTS RECEIVED. PART VI, QUESTION 11B THE CONTROLLER AND AN INDEPENDENT ACCOUNTING FIRM PERFORM A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM EXCLUDING SCHEDULE B IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. PART VI, QUESTION 12C A QUESTIONNAIRE IS PROVIDED TO TRUSTEES AND KEY EMPLOYEES ANNUALLY. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT OF THE UNIVERSITY AND PRESIDENT OF THE BOARD OF DIRECTORS. ANYONE WITH A CONFLICT WOULD NOT BE ALLOWED TO PARTICIPATE IN BOARD OF TRUSTEE DELIBERATIONS OR DECISIONS REGARDING THE TRANSACTION GIVING RISE TO THE CONFLICT. PART VI, QUESTION 15A SALARIES FOR VICE PRESIDENTS AND ADMINISTRATORS ARE BASED ON COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES SALARY SURVEY DATA, AND PEER AND ASPIRANT SCHOOLS. OHIO ATHLETIC CONFERENCE SCHOOLS ARE ALSO USED AS A BASIS FOR SALARY COMPARISONS. THE PRESIDENT REVIEWS THE DATA AND DETERMINES COMPENSATION ACCORDINGLY. TO DETERMINE THE COMPENSATION FOR THE PRESIDENT, AN OUTSIDE CONSULTANT WAS HIRED FOR THE INITIAL HIRING PROCESS. IN ADDITION, A COMPARABILITY STUDY WAS PERFORMED USING THE DATA PROVIDED BY CUPA. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION AND DETERMINES COMPENSATION ACCORDINGLY. QUESTION 15B THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON AN ANNUAL BASIS. QUESTION 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AT WWW.HEIDELBERG.EDU. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. PART XI, LINE 9 CHANGE IN SPLIT INTEREST AGREEMENT $350,096 CHARITABLE REMAINDER TRUST CHARITABLE OH NA false false false false false false false false false false false false false false false false false false false false