2014-02-10T09:30:33-06:00 2013-05-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-06-01 410708577 BETHEL UNIVERSITY BETH 6516386208 3900 BETHEL DRIVE ST PAUL MN 551126999 KATHLEEN NELSON 6516386208 2014-02-06 1 XIAOYAN LUO P01305207 6123764500 2012 2015-11-30 17:44:51Z JAMES H BARNES III 3900 BETHEL DRIVE ST PAUL MN 551126999 154296375 0 X WWW.BETHEL.EDU X 1996 MN TO EDUCATE AND ENERGIZE MEN AND WOMEN FOR EXCELLENCE IN LEADERSHIP, SCHOLARSHIP AND SERVICE. 37 36 3423 36 73677 -100622 9814563 14179909 123038690 123122993 2610084 2423456 3849496 4078150 139312833 143804508 31044520 32540454 0 0 63061143 68377110 0 0 2154005 40076277 37295693 134181940 138213257 5130893 5591251 161185281 170022766 100069009 84735106 61116272 85287660 X BOLDLY INFORMED AND MOTIVATED BY THE CHRISTIAN FAITH, BETHEL UNIVERSITY EDUCATES AND ENERGIZES MEN AND WOMEN FOR EXCELLENCE IN LEADERSHIP, SCHOLARSHIP AND SERVICE. 0 0 72585821 32210268 104414194 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 16401995 0 1116745 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. 13142915 0 18219276 AUXILIARY SERVICESSERVICES INCLUDING BUT NOT LIMITED TO: STUDENT HOUSING (APPROXIMATELY 2/3 OF STUDENTS ARE IN BETHEL HOUSING), FOOD SERVICE, CAMPUS STORE. 330186 330186 0 SUPPORT TO BETHEL UNIVERSITY FOUNDATIONSUPPORT SERVICES TO THE FOUNDATION INCLUDING PROVIDING OFFICE SPACE AND ASSOCIATED EXPENSES AT NO COST. 330186 330186 102460917 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 296 0 3423 1 1 1 1 UK 0 0 0 0 0 0 0 0 0 X 37 36 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X KATHLEEN NELSON 6516386208 3900 BETHEL DRIVE ST PAUL MN 551126999 BARNES III JAMES H 40.00 1.00 X X 201664 0 85708 WIENS HAROLD J 5.00 1.00 X X 0 0 0 GREEN JAMES B 5.00 0.00 X X 0 0 0 JOHNSON JOEL K 5.00 0.00 X X 0 0 0 BJORK ROBERT 5.00 0.00 X X 0 0 0 DYE DANIEL 5.00 0.00 X X 0 0 0 ADDINGTON THOMAS G 5.00 0.00 X 0 0 0 ANDERSON ROLLIE 5.00 1.00 X 0 0 0 BARR COLLIN E 5.00 0.00 X 0 0 0 BERGSTEDT ALAN 5.00 0.00 X 0 0 0 CARLSON DANIEL H 5.00 0.00 X 0 0 0 CHILDS TIMOTHY T 5.00 0.00 X 0 0 0 CONRAD DEANNA 5.00 0.00 X 0 0 0 DYE DANIEL 5.00 0.00 X 0 0 0 EVANS THOMAS C 5.00 0.00 X 0 0 0 HENDERSON MICHAEL 5.00 0.00 X 0 0 0 JENKINS JOHN K 5.00 0.00 X 0 0 0 JENSEN WAYLAND E 5.00 0.00 X 0 0 0 JOHNSON DONALD H 5.00 0.00 X 0 0 0 JOHNSON STEPHEN E 5.00 0.00 X 0 0 0 KAUPS KRISTA L 5.00 0.00 X 0 0 0 KIRBY STEVE T 5.00 0.00 X 0 0 0 LARSON KARIN L 5.00 0.00 X 0 0 0 LINDH DANIEL A 5.00 0.00 X 0 0 0 MADURO TRINA 5.00 0.00 X 0 0 0 MITTON PAUL 5.00 0.00 X 0 0 0 MOUA T CHER 5.00 0.00 X 0 0 0 MYERS VIKKI J 5.00 0.00 X 0 0 0 NICHOLSON BARBARA 5.00 0.00 X 0 0 0 ROISE JOHN 5.00 1.00 X 0 0 0 SHEVELAND GERALD R 5.00 0.00 X 0 0 0 SMITH HAROLD B 5.00 0.00 X 0 0 0 SOLTERO GEORGE H 5.00 0.00 X 0 0 0 TRAUDT TIM N 5.00 0.00 X 0 0 0 TSCHETTER RONALD A 5.00 1.00 X 0 0 0 WHITE JULIE M 5.00 0.00 X 0 0 0 WORIES JOHN 5.00 0.00 X 0 0 0 NELSON KATHLEEN 40.00 0.00 X 159340 0 24602 MAZOROL PATRICK 40.00 1.00 X 159317 0 19095 LALUZERNE JOSEPH 40.00 0.00 X 155283 0 38350 LINDVALL SHERIE 40.00 0.00 X 127553 0 22643 CROMBIE RICHARD 40.00 0.00 X 116945 0 21623 HARLESS DEBRA 40.00 0.00 X 109136 0 34716 HJELLE ANGELLA 0.50 40.00 X 107759 0 39141 SHERRY RICHARD 40.00 0.00 X 105578 0 28775 1242575 0 314653 14 0 1 0 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 30 18739 16302 2409496 11735372 350414 14179909 TUITION & FEES 611600 104414194 104414194 AUXILIARY SERVICES 611710 17592054 17592054 STUDENT PROGRAMS 611710 1116745 1116745 123122993 1099131 1099131 92399 186957 -94558 -94558 -94558 10391106 9066781 1324325 1324325 1324325 20530 16302 35016 -14486 -14486 1830335 1203113 627222 627222 OTHER REVENUE 900099 2506916 168235 2338681 CHILDCARE CENTER 900099 1053056 1053056 3559972 143804508 123750215 73677 5800707 330186 330186 32210268 32210268 950441 65803 613536 271102 47559246 34017846 12492126 1049274 5760683 4145775 1503317 111591 10867533 4535861 6171031 160641 3239207 2276922 878838 83447 229437 228836 601 73073 73073 103242 103242 123440 123440 1112788 727532 385256 3102415 334705 2654965 112745 3581834 2418046 995289 168499 190574 100202 90372 4010461 1910063 2100398 3384359 2870726 422206 91427 448855 230168 161041 57646 2722782 1755338 967444 4496797 4204616 292181 1089189 1089189 FOOD SERVICE 5956702 5956702 IMPROVEMENTS 4252242 1440787 2797419 14036 MISCELLANEOUS 2417503 2929371 -544864 32996 138213257 102460917 33598335 2154005 13038000 14253721 173006 502210 1154918 552314 4200285 3566200 1032598 931846 1788790 1778965 172094794 72732571 97735546 99362223 28739553 35428518 10409034 10828348 2913551 2818421 161185281 170022766 7020009 8135403 2229789 1972935 1549346 1466141 44000000 43140000 18188 3750 45251677 30016877 100069009 84735106 X 19483948 38743506 16467460 19674522 25164864 26869632 61116272 85287660 161185281 170022766 X 5591251 3787259 14792878 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 103242 103242 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: 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. X X 0 28873064 1704768 4848366 434704 493398 102530 34395566 30808051 645641 -1536634 585446 437451 21097 28873064 26955788 379543 4742244 489596 759134 20794 30808051 24335225 777180 3880865 1033453 984923 19106 26955788 30321143 1209677 -6379903 536393 261324 17975 24335225 0.02450 0.78120 0.19430 0 1 1 1347256 1347256 134251467 44340283 89911184 6838095 5936523 901572 28774916 22455765 6319151 883060 883060 99362223 HEDGE FUND INVESTMENTS 10828348 F 10828348 GIFT ANNUITY CONTRACTS 3380538 PENSION LIABILITY 25222714 POSTRETIREMENT BENEFITS LIABILITY 351796 LIABILITY FOR SELF-INSURANCE 748954 OTHER LIABILITIES 312875 30016877 X 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AS WELL AS TO SUPPORT PROGRAMS AND OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 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 0 0 0 0 0 0 10697380 0 10697380 1 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD BETHEL GOLF CLASSIC 36832 16302 20530 11033 17301 3334 3348 36832 16302 20530 11033 17301 3334 3348 35016 -14486 1 BETHEL UNIVERSITY FOUNDATION 3900 BETHEL DRIVE ST PAUL MN 55112 237094836 501(C)(3) 330186 0 N/A N/A GENERAL SUPPORT 1 0 SCHOLARSHIPS & FINANCIAL AID 4733 32210268 0 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 BARNES III JAMES H 200464 0 0 0 1200 0 25565 0 60143 0 287372 0 0 0 NELSON KATHLEEN 159340 0 0 0 0 0 16162 0 8440 0 183942 0 0 0 MAZOROL PATRICK 159317 0 0 0 0 0 16043 0 3052 0 178412 0 0 0 LALUZERNE JOSEPH 155283 0 0 0 0 0 16213 0 22137 0 193633 0 0 0 LINDVALL SHERIE 127553 0 0 0 0 0 13067 0 9576 0 150196 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE: JAMES H. BARNES III - NOT INCLUDIBLE IN TAXABLE COMPENSATION SOCIAL CLUB DUES: JAMES H. BARNES III - NOT INCLUDIBLE IN TAXABLE COMPENSATION A MN HIGHER EDUCATION FACILITIES AUTHORITY 410988525 60416HLD4 2007-08-02 43541514 CONSTRUCTION & BOND RETIREMENT 0 0 0 A 860000 43541514 1147501 27828161 679875 13855976 2009 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 X 325 FAIR MARKET VALUE X 23 305335 STOCK MARKET QUOTES 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 0 0 1 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN GIFT ANNUITIES -378,411. CHANGE IN PENSION LIABILITY 15,171,289. BETHEL UNIVERSITY FOUNDATION 3900 BETHEL DRIVE ST PAUL MN 55112 237094836 FINANCIAL MANAGEMENT OF ENDOWMENTS AND TRUST ACCOUNTS FOR BETHEL UNIVERSITY MN 501(C)(3) LINE 7 BETHEL UNIVERSITY 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 BETHEL UNIVERSITY FOUNDATION B 330186 FMV