BETHEL UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BETHEL UNIVERSITY (EIN 41-0708577)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-02-10
- IRS object ID
- 201400419349300625
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-10T09:30:33-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410708577 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETH | NameControl |
| Phone | 6516386208 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN NELSON | Name |
| Title | SR VP FINANCE & ADMIN | Title |
| Phone | 6516386208 | Phone |
| Date Signed | 2014-02-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | XIAOYAN LUO | Name |
| PTIN | P01305207 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES H BARNES III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 154296375 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BETHEL.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE AND ENERGIZE MEN AND WOMEN FOR EXCELLENCE IN LEADERSHIP, SCHOLARSHIP AND SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3423 | TotalNbrEmployees |
| Total Nbr Volunteers | 36 | TotalNbrVolunteers |
| Total Gross UBI | 73677 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -100622 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9814563 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14179909 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 123038690 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 123122993 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2610084 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2423456 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3849496 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4078150 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 139312833 | TotalRevenuePriorYear |
| Total Revenue Current Year | 143804508 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31044520 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32540454 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 63061143 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 68377110 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2154005 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 40076277 | OtherExpensePriorYear |
| Other Expenses Current Year | 37295693 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 134181940 | TotalExpensesPriorYear |
| Total Expenses Current Year | 138213257 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5130893 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5591251 | RevenuesLessExpensesCY |
| Total Assets BOY | 161185281 | TotalAssetsBOY |
| Total Assets EOY | 170022766 | TotalAssetsEOY |
| Total Liabilities BOY | 100069009 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 84735106 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 61116272 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 85287660 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | BOLDLY INFORMED AND MOTIVATED BY THE CHRISTIAN FAITH, BETHEL UNIVERSITY EDUCATES AND ENERGIZES MEN AND WOMEN FOR EXCELLENCE IN LEADERSHIP, SCHOLARSHIP AND SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 72585821 | Expense |
| Grants | 32210268 | Grants |
| Revenue | 104414194 | Revenue |
| Description | EDUCATIONAL INSTRUCTIONCOLLEGE OF ARTS & SCIENCES (LIBERAL ARTS, UNDERGRADUATE): 3,067 STUDENTS; GRADUATE SCHOOL AND COLLEGE OF ADULT & PROFESSIONAL STUDIES (ADULT DEGREE COMPLETION): 2,509 STUDENTS; BETHEL SEMINARY: 1,094 STUDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16401995 | Expense |
| Grants | 0 | Grants |
| Revenue | 1116745 | Revenue |
| Description | ACADEMIC SUPPORT SERVICESSERVICES INCLUDING BUT NOT LIMITED TO: BETHEL UNIVERSITY LIBRARY, OFFICE OF UNIVERSITY REGISTRAR, INFORMATION TECHNOLOGY SERVICES, HEALTH SERVICES, COUNSELING CENTER, ATHLETICS, CHILD DEVELOPMENT CENTER. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13142915 | Expense |
| Grants | 0 | Grants |
| Revenue | 18219276 | Revenue |
| Description | AUXILIARY SERVICESSERVICES INCLUDING BUT NOT LIMITED TO: STUDENT HOUSING (APPROXIMATELY 2/3 OF STUDENTS ARE IN BETHEL HOUSING), FOOD SERVICE, CAMPUS STORE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 330186 | Expense |
| Grants | 330186 | Grants |
| Revenue | 0 | Revenue |
| Description | SUPPORT TO BETHEL UNIVERSITY FOUNDATIONSUPPORT SERVICES TO THE FOUNDATION INCLUDING PROVIDING OFFICE SPACE AND ASSOCIATED EXPENSES AT NO COST. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 330186 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 330186 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 102460917 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 296 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3423 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN NELSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6516386208 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| BARNES III JAMES H | |||||||||
| PRESIDENT | 40.00 | 1.00 | X | X | 201664 | 0 | 85708 | ||
| WIENS HAROLD J | |||||||||
| CHAIR | 5.00 | 1.00 | X | X | 0 | 0 | 0 | ||
| GREEN JAMES B | |||||||||
| VICE CHAIR | 5.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JOHNSON JOEL K | |||||||||
| SECRETARY | 5.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| BJORK ROBERT | |||||||||
| TREASURER | 5.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| DYE DANIEL | |||||||||
| ASSISTANT SECRETARY | 5.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| ADDINGTON THOMAS G | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANDERSON ROLLIE | |||||||||
| TRUSTEE | 5.00 | 1.00 | X | 0 | 0 | 0 | |||
| BARR COLLIN E | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| BERGSTEDT ALAN | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| CARLSON DANIEL H | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| CHILDS TIMOTHY T | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| CONRAD DEANNA | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| DYE DANIEL | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| EVANS THOMAS C | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| HENDERSON MICHAEL | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| JENKINS JOHN K | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| JENSEN WAYLAND E | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHNSON DONALD H | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHNSON STEPHEN E | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| KAUPS KRISTA L | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| KIRBY STEVE T | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| LARSON KARIN L | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| LINDH DANIEL A | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| MADURO TRINA | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| MITTON PAUL | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| MOUA T CHER | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| MYERS VIKKI J | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| NICHOLSON BARBARA | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROISE JOHN | |||||||||
| TRUSTEE | 5.00 | 1.00 | X | 0 | 0 | 0 | |||
| SHEVELAND GERALD R | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| SMITH HAROLD B | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| SOLTERO GEORGE H | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| TRAUDT TIM N | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| TSCHETTER RONALD A | |||||||||
| TRUSTEE | 5.00 | 1.00 | X | 0 | 0 | 0 | |||
| WHITE JULIE M | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| WORIES JOHN | |||||||||
| TRUSTEE | 5.00 | 0.00 | X | 0 | 0 | 0 | |||
| NELSON KATHLEEN | |||||||||
| SR VP FINANCE & ADMIN | 40.00 | 0.00 | X | 159340 | 0 | 24602 | |||
| MAZOROL PATRICK | |||||||||
| SR VP UNIVERSITY RELATIONS | 40.00 | 1.00 | 159317 | 0 | 19095 | X | |||
| LALUZERNE JOSEPH | |||||||||
| SR VP STRATEGIC PLANNING | 40.00 | 0.00 | 155283 | 0 | 38350 | X | |||
| LINDVALL SHERIE | |||||||||
| SR VP COMMUNICATIONS/MKTG | 40.00 | 0.00 | 127553 | 0 | 22643 | X | |||
| CROMBIE RICHARD | |||||||||
| VP AND DEAN | 40.00 | 0.00 | 116945 | 0 | 21623 | X | |||
| HARLESS DEBRA | |||||||||
| EXECUTIVE VP AND PROVOST | 40.00 | 0.00 | 109136 | 0 | 34716 | X | |||
| HJELLE ANGELLA | |||||||||
| DIRECTOR, BETHEL FOUNDATION | 0.50 | 40.00 | 107759 | 0 | 39141 | X | |||
| SHERRY RICHARD | |||||||||
| EXECUTIVE ASST TO THE PRESIDENT | 40.00 | 0.00 | 105578 | 0 | 28775 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1242575 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 314653 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXHO INC | |||||
| 3900 BETHEL DR | ST PAUL | MN | 55112 | FOOD SERVICE MANAGEMENT | 5526874 |
| DLR GROUP | |||||
| 300 1ST AVE N | MINNEAPOLIS | MN | 55401 | DESIGN CONSULTANTS | 532618 |
| REACH LOCAL | |||||
| 3300 EDINBOROUGH | EDINA | MN | 55435 | MARKETING | 497658 |
| BRAND OUTFITTERS | |||||
| 411 WASHINGTON AVE N | MINNEAPOLIS | MN | 55401 | MARKETING | 491708 |
| ROYALL & COMPANY | |||||
| 1920 E PARHAM RD | RICHMOND | VA | 23228 | ENROLLMENT MANAGEMENT SERVICES | 350407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 30 | NumberOfContractorsGT100K |
| Federated Campaigns | 18739 | FederatedCampaigns |
| Fundraising Events | 16302 | FundraisingEvents |
| Government Grants | 2409496 | GovernmentGrants |
| All Other Contributions | 11735372 | AllOtherContributions |
| Noncash Contributions | 350414 | NoncashContributions |
| Total Contributions | 14179909 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 104414194 | 104414194 |
| AUXILIARY SERVICES | 611710 | 17592054 | 17592054 |
| STUDENT PROGRAMS | 611710 | 1116745 | 1116745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 123122993 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1099131 | TotalRevenueColumn |
| Exclusion | $1,099,131 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 92399 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 186957 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -94558 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -94558 | TotalRevenueColumn |
| Unrelated Business Revenue | -94558 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10391106 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9066781 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1324325 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1324325 | TotalRevenueColumn |
| Exclusion | $1,324,325 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20530 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 16302 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 35016 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14486 | TotalRevenueColumn |
| Exclusion | -$14,486 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1830335 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1203113 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 627222 | TotalRevenueColumn |
| Related Or Exempt Function Income | 627222 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | 2506916 | 168235 | $2,338,681 |
| CHILDCARE CENTER | 900099 | 1053056 | $1,053,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3559972 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 143804508 | TotalRevenueColumn |
| Related Or Exempt Function Income | 123750215 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 73677 | UnrelatedBusinessRevenue |
| Exclusion | $5,800,707 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330186 | Total |
| Program Services | 330186 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32210268 | Total |
| Program Services | 32210268 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950441 | Total |
| Program Services | 65803 | ProgramServices |
| Management And General | 613536 | ManagementAndGeneral |
| Fundraising | 271102 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47559246 | Total |
| Program Services | 34017846 | ProgramServices |
| Management And General | 12492126 | ManagementAndGeneral |
| Fundraising | 1049274 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5760683 | Total |
| Program Services | 4145775 | ProgramServices |
| Management And General | 1503317 | ManagementAndGeneral |
| Fundraising | 111591 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10867533 | Total |
| Program Services | 4535861 | ProgramServices |
| Management And General | 6171031 | ManagementAndGeneral |
| Fundraising | 160641 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3239207 | Total |
| Program Services | 2276922 | ProgramServices |
| Management And General | 878838 | ManagementAndGeneral |
| Fundraising | 83447 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229437 | Total |
| Management And General | 228836 | ManagementAndGeneral |
| Fundraising | 601 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73073 | Total |
| Management And General | 73073 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103242 | Total |
| Management And General | 103242 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123440 | Total |
| Management And General | 123440 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1112788 | Total |
| Program Services | 727532 | ProgramServices |
| Management And General | 385256 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3102415 | Total |
| Program Services | 334705 | ProgramServices |
| Management And General | 2654965 | ManagementAndGeneral |
| Fundraising | 112745 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3581834 | Total |
| Program Services | 2418046 | ProgramServices |
| Management And General | 995289 | ManagementAndGeneral |
| Fundraising | 168499 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190574 | Total |
| Program Services | 100202 | ProgramServices |
| Management And General | 90372 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4010461 | Total |
| Program Services | 1910063 | ProgramServices |
| Management And General | 2100398 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3384359 | Total |
| Program Services | 2870726 | ProgramServices |
| Management And General | 422206 | ManagementAndGeneral |
| Fundraising | 91427 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448855 | Total |
| Program Services | 230168 | ProgramServices |
| Management And General | 161041 | ManagementAndGeneral |
| Fundraising | 57646 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2722782 | Total |
| Program Services | 1755338 | ProgramServices |
| Management And General | 967444 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4496797 | Total |
| Program Services | 4204616 | ProgramServices |
| Management And General | 292181 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089189 | Total |
| Management And General | 1089189 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 5956702 | 5956702 | ||
| IMPROVEMENTS | 4252242 | 1440787 | 2797419 | 14036 |
| MISCELLANEOUS | 2417503 | 2929371 | -544864 | 32996 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138213257 | Total |
| Program Services | 102460917 | ProgramServices |
| Management And General | 33598335 | ManagementAndGeneral |
| Fundraising | 2154005 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13038000 | BOY |
| EOY | 14253721 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173006 | BOY |
| EOY | 502210 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1154918 | BOY |
| EOY | 552314 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4200285 | BOY |
| EOY | 3566200 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1032598 | BOY |
| EOY | 931846 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1788790 | BOY |
| EOY | 1778965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 172094794 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 72732571 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97735546 | BOY |
| EOY | 99362223 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28739553 | BOY |
| EOY | 35428518 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10409034 | BOY |
| EOY | 10828348 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2913551 | BOY |
| EOY | 2818421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161185281 | BOY |
| EOY | 170022766 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7020009 | BOY |
| EOY | 8135403 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2229789 | BOY |
| EOY | 1972935 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1549346 | BOY |
| EOY | 1466141 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44000000 | BOY |
| EOY | 43140000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18188 | BOY |
| EOY | 3750 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45251677 | BOY |
| EOY | 30016877 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100069009 | BOY |
| EOY | 84735106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19483948 | BOY |
| EOY | 38743506 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16467460 | BOY |
| EOY | 19674522 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25164864 | BOY |
| EOY | 26869632 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61116272 | BOY |
| EOY | 85287660 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161185281 | BOY |
| EOY | 170022766 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5591251 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3787259 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 14792878 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $103,242 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 103242 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| 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 $196,017 DURING THE FISCAL YEAR. BASED ON FIGURES PROVIDED BY MPCC, $103,242 OF BETHEL'S DUES WENT, IN PART, TOWARD LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28873064 | BeginningOfYearBalance |
| Contributions | 1704768 | Contributions |
| Investment Earnings Or Losses | 4848366 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 434704 | GrantsOrScholarships |
| Other Expenditures | 493398 | OtherExpenditures |
| Administrative Expenses | 102530 | AdministrativeExpenses |
| End Of Year Balance | 34395566 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30808051 | BeginningOfYearBalance |
| Contributions | 645641 | Contributions |
| Investment Earnings Or Losses | -1536634 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 585446 | GrantsOrScholarships |
| Other Expenditures | 437451 | OtherExpenditures |
| Administrative Expenses | 21097 | AdministrativeExpenses |
| End Of Year Balance | 28873064 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26955788 | BeginningOfYearBalance |
| Contributions | 379543 | Contributions |
| Investment Earnings Or Losses | 4742244 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 489596 | GrantsOrScholarships |
| Other Expenditures | 759134 | OtherExpenditures |
| Administrative Expenses | 20794 | AdministrativeExpenses |
| End Of Year Balance | 30808051 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24335225 | BeginningOfYearBalance |
| Contributions | 777180 | Contributions |
| Investment Earnings Or Losses | 3880865 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1033453 | GrantsOrScholarships |
| Other Expenditures | 984923 | OtherExpenditures |
| Administrative Expenses | 19106 | AdministrativeExpenses |
| End Of Year Balance | 26955788 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30321143 | BeginningOfYearBalance |
| Contributions | 1209677 | Contributions |
| Investment Earnings Or Losses | -6379903 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 536393 | GrantsOrScholarships |
| Other Expenditures | 261324 | OtherExpenditures |
| Administrative Expenses | 17975 | AdministrativeExpenses |
| End Of Year Balance | 24335225 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02450 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.78120 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19430 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1347256 | OtherCostOrOtherBasis |
| Book Value | 1347256 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134251467 | OtherCostOrOtherBasis |
| Depreciation | 44340283 | Depreciation |
| Book Value | 89911184 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6838095 | OtherCostOrOtherBasis |
| Depreciation | 5936523 | Depreciation |
| Book Value | 901572 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28774916 | OtherCostOrOtherBasis |
| Depreciation | 22455765 | Depreciation |
| Book Value | 6319151 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 883060 | OtherCostOrOtherBasis |
| Book Value | 883060 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 99362223 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEDGE FUND INVESTMENTS | Description |
| Book Value | 10828348 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10828348 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GIFT ANNUITY CONTRACTS | $3,380,538 |
| PENSION LIABILITY | $25,222,714 |
| POSTRETIREMENT BENEFITS LIABILITY | $351,796 |
| LIABILITY FOR SELF-INSURANCE | $748,954 |
| OTHER LIABILITIES | $312,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30016877 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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 2010 THROUGH 2012. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE POLICY IS PUBLISHED ON THE UNIVERSITY'S WEBSITE AND IN EMPLOYMENT, ADMISSIONS, AND REGISTRATION MATERIALS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FEDERAL AND STATE FUNDS FOR THE PURPOSE OF GRANTS AND WORKSTUDY. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 285029 |
| EAST ASIA & THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 172760 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 1201980 |
| MIDDLE EAST & NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 82197 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 98269 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | 167358 |
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | INVESTMENTS | 8689787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 10697380 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 10697380 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BETHEL GOLF CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 36832 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 16302 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20530 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 11033 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 17301 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 3334 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 3348 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 36832 | GrossReceiptsTotal |
| Charitable Contributions Total | 16302 | CharitableContributionsTotal |
| Gross Revenue Total Events | 20530 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 11033 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 17301 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 3334 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 3348 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 35016 | DirectExpenseSummaryEvents |
| Net Income Summary | -14486 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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 Of Recipient | 237094836 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 330186 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS & FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 4733 | NumberOfRecipients |
| Amount Of Cash Grant | 32210268 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARNES III JAMES H | ||||||||||||||
| PRESIDENT | 200464 | 0 | 0 | 0 | 1200 | 0 | 25565 | 0 | 60143 | 0 | 287372 | 0 | 0 | 0 |
| NELSON KATHLEEN | ||||||||||||||
| SR VP FINANCE & ADMIN | 159340 | 0 | 0 | 0 | 0 | 0 | 16162 | 0 | 8440 | 0 | 183942 | 0 | 0 | 0 |
| MAZOROL PATRICK | ||||||||||||||
| SR VP UNIVERSITY RELATIONS | 159317 | 0 | 0 | 0 | 0 | 0 | 16043 | 0 | 3052 | 0 | 178412 | 0 | 0 | 0 |
| LALUZERNE JOSEPH | ||||||||||||||
| SR VP STRATEGIC PLANNING | 155283 | 0 | 0 | 0 | 0 | 0 | 16213 | 0 | 22137 | 0 | 193633 | 0 | 0 | 0 |
| LINDVALL SHERIE | ||||||||||||||
| SR VP COMMUNICATIONS/MKTG | 127553 | 0 | 0 | 0 | 0 | 0 | 13067 | 0 | 9576 | 0 | 150196 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | HOUSING ALLOWANCE: JAMES H. BARNES III - NOT INCLUDIBLE IN TAXABLE COMPENSATION SOCIAL CLUB DUES: JAMES H. BARNES III - NOT INCLUDIBLE IN TAXABLE COMPENSATION | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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) |
|---|---|---|
| Issuer EIN | 410988525 | IssuerEIN |
| CUSIP Number | 60416HLD4 | CUSIPNumber |
| Date Issued | 2007-08-02 | DateIssued |
| Issue Price | 43541514 | IssuePrice |
| Description Of Purpose | CONSTRUCTION & BOND RETIREMENT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 860000 | AmountRetired |
| Total Proceeds | 43541514 | TotalProceeds |
| Capitalized Interest | 1147501 | CapitalizedInterest |
| Refunding Escrow | 27828161 | RefundingEscrow |
| Issuance Costs From Proceeds | 679875 | IssuanceCostsFromProceeds |
| Capital Expenditures | 13855976 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 1 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 325 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 305335 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 35 | 7213 | FAIR MARKET VALUE |
| X | COMPUTER EQUIPMENT | 2 | 20200 | FAIR MARKET VALUE |
| X | OFFICE FURNITURE | 4 | 9487 | FAIR MARKET VALUE |
| X | MISCELLANEOUS | 5 | 7854 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 CORPORATION. | |
| 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 ORGANIZATION 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 ORGANIZATION. 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 2012 FOR J. BARNES, PRESIDENT; K. NELSON, SR VP FINANCE & ADMIN; 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 -378,411. CHANGE IN PENSION LIABILITY 15,171,289. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 330186 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments