2014-02-27T05:59:27-06:00 2013-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2012-07-01 344428219 HEIDELBERG UNIVERSITY % KELLY WARNKE HEID 4194482517 310 EAST MARKET ST Suite TIFFIN OH 448832462 John Wilkin 4194482517 2014-05-15 true Joyce A Dulworth 2604604000 2012 2015-11-30 17:44:51Z ROBERT HUNTINGTON 310 EAST MARKET STREET TIFFIN OH 44883 64801901 false X WWW.HEIDELBERG.EDU X 1850 OH HEIDELBERG UNIVERSITY IS A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. 30 29 1030 30 65628 50849 6085291 14675033 33849000 34735009 1893843 3421745 360565 355192 42188699 53186979 11455357 12264928 0 0 16314194 15926079 0 0 805782 11036422 14283478 38805973 42474485 3382726 10712494 108972439 119162539 28733016 27523457 80239423 91639082 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 37811662 12264928 35041081 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. 37811662 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 false false false false false false false true true false false false false true false false false true 40 0 true 1030 true true true true GM false false false true true false false false false X 30 29 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 2.0 X 0 0 0 PAUL BROWN 2.0 X 0 0 0 GARY BRYENTON ESQ 2.0 X 0 0 0 CHARLES COLE 2.0 X 0 0 0 DAVID DRAKE DDS 2.0 X 0 0 0 ERNEST ESTEP MD 2.0 X 0 0 0 KATHLEEN GEIER 2.0 X 0 0 0 KAREN GILLMOR PHD 2.0 X 0 0 0 THEODORE HIERONYMUS 2.0 X 0 0 0 ANDREW KALNOW 2.0 X 0 0 0 JOHN KELLEY 2.0 X 0 0 0 JOHN KRATZ 2.0 X X 0 0 0 WILLIAM LANDESS 2.0 X 0 0 0 SONDRA LIBMAN 2.0 X X 0 0 0 REV ELIZABETH LONG-HIGGINS 2.0 X 0 0 0 ROBERT MEYER 2.0 X 0 0 0 R JAMES ORR ESQ 2.0 X 0 0 0 ANTHONY PARADISO 2.0 X 0 0 0 REV RALPH QUELLHORST 2.0 X X 0 0 0 LEE SHOBE 2.0 X 0 0 0 ELIZABETH SMITH ESQ 2.0 X X 0 0 0 SANDRA SOLARO 2.0 X 0 0 0 VICTOR STRIMBU ESQ 2.0 X 0 0 0 RALPH TALMAGE 2.0 X X 0 0 0 SUSAN WOLF MD PHD 2.0 X 0 0 0 WADE YOUNG MD 2.0 X 0 0 0 MARSHA BORDNER PHD 2.0 X 0 0 0 KRIS KLEPPER 2.0 X 0 0 0 TERRY OWEN PHD 2.0 X 0 0 0 WILLIAM REINEKE JR 2.0 X 0 0 0 DR ROBERT HUNTINGTON 40.0 X 214873 0 46468 LINDSAY SOOY 40.0 X 72375 0 17148 DAVID WEININGER 40.0 X 113631 0 20522 DR JAMES TROHA 40.0 X 151840 0 23041 DUSTIN BRENTLINGER 40.0 X 62406 0 9549 JOHN WILKIN 40.0 X 82372 0 16471 697497 0 133199 3 false true false ARAMARK CAMPUS SERVICES 310 E MARKET STREET TIFFIN OH 44883 CAFETERIA MANAGEMENT 3875967 THOMAS MARKER CONSTRUCTION 2084 US 68 SOUTH PO BOX 250 BELLEFONTAINE OH 433110250 CONSTRUCTION 1503405 MJ BROWN COMPANY 220 WALL STREET TIFFIN OH 44883 CONSTRUCTION 322821 JONES SCHLATER FLOORING 67 KLEMA DRIVE REYNOLDSBURG OH 43068 FLOORING 278886 SENECA SWCD 3140 SOUTH SR 100 SUITE D TIFFIN OH 44883 SOIL & WATER TESTING 200249 5 2294 143129 14529610 872201 14675033 TUITION AND FEES 900099 27199884 27199884 RESIDENCE HALLS 611710 3567152 3567152 FOOD SERVICE 611710 3693927 3693927 CONFERENCE REVENUE 611710 172453 172453 DEPARTMENTAL SERVICES REVENUE 611710 62152 62152 39441 39441 34735009 915618 65628 849990 0 0 35803 35803 0 35803 35803 13725869 11219742 2506127 2506127 2506127 21975 2294 8658 13317 13317 0 543378 386522 156856 156856 MISCELLANEOUS 611710 149216 149216 149216 53186979 35041081 65628 3405237 0 12264928 12264928 0 0 770127 639205 100116 30806 0 11395181 9661545 1325934 407702 546895 463692 63636 19567 2389962 2026359 278094 85509 823914 698566 95870 29478 0 136395 136395 82045 82045 0 0 124813 124813 3787791 3565348 165738 56705 156270 96621 53020 6629 2094855 1490691 491721 112443 169160 160612 2526 6022 0 2370345 2296883 52646 20816 561939 507112 28260 26567 0 118742 107814 8106 2822 715779 644201 71578 0 1948921 1871434 77487 407703 96344 311359 MISCELLANEOUS 851830 463417 387697 716 INDIRECT GRANT COST 173557 173557 ARAMARK EXPENSE 583333 583333 42474485 37811662 3857041 805782 6600 6600 7644744 8496199 1435951 5683305 1140770 1153573 0 0 0 0 2370226 2383563 137809 175906 425882 797142 95653250 36070302 58815441 59582948 32062422 35759247 71770 71770 0 0 0 0 4860824 5052286 108972439 119162539 5548391 4645434 0 0 869409 1387951 13685000 18561527 0 0 0 0 6988165 1237196 0 0 1642051 1691349 28733016 27523457 X 36170748 42802285 13072108 15012134 30996567 33824663 80239423 91639082 108972439 119162539 X 10712494 808816 -121651 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30740 X X X false 30106002 2437463 3668697 1330865 1036062 33845235 31596817 1593216 -1023053 1129521 931457 30106002 26194988 873217 6016580 674908 813060 31596817 23339625 1314636 3014770 745100 728943 26194988 32050790 223133 -7158328 784388 991582 23339625 0.86300 0.13700 false false 1889464 1889464 75121738 27447264 47674474 18642048 8623038 10019010 59582948 0 DEPOSITS AND FUNDS HELD 215009 ADVANCES FOR FEDERAL LOANS 1476340 1691349 41879583 808816 273529 1082345 40797238 124813 12264928 12389741 53186979 29896591 395180 395180 29501411 124813 12848261 12973074 42474485 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 340 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 386,522 SPECIAL EVENTS EXPENSE 8,658 CHANGE IN VALUE OF SPLIT INTEREST (121,651) TOTAL $273,529 PART XI, LINE 4B STUDENT AID $12,264,928 PART XIII, LINE 2D COST OF GOODS SOLD 386,522 SPECIAL EVENTS EXPENSE 8,658 TOTAL $395,180 PART XII, LINE 4B STUDENT AID $12,264,928 NON-OPERATING EXPENSE 583,333 TOTAL $12,848,261 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 1 Program Services RECRUITING PROGRAM 428170 1 1 1 1 428170 428170 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 24269 2294 21975 1804 4370 2421 63 0 24269 2294 21975 1804 4370 2421 63 8658 13317 true SCHOLARSHIPS 1267 12264928 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. 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 185008 0 0 0 29865 0 12150 0 34318 0 261341 0 0 0 DR JAMES TROHA 151840 0 0 0 0 0 8001 0 15040 0 174881 0 0 0 INFORMATION REGARDING BENEFTIS PROVIDED 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. ALPHA CAPITAL FUND III LP >35% OWNED ANDREW KALNOW 88054 INVESTMENT IN PARTNERSHIP false X 15 739101 FMV ON DATE OF GIFT X 1 114000 FMV ON DATE OF GIFT X GOLF CART 1 2600 FMV ON DATE OF GIFT X VIOLIN 1 16500 FMV ON DATE OF GIFT 2 false true true PART I, QUESTION 32B NONCASH CONTRIBUTIONS THE UNIVERSITY USES ROSS SINCLAIRE & ASSOCIATES LLC TO LIQUIDATE STOCK GIFTS RECEIVED. PART VI, SECTION A LINE 1B ANDREW KALNOW HAS OWNERSHIP IN ALPHA CAPITAL, AN INVESTMENT CONTAINED IN HEIDELBERG'S PORTFOLIO. SEE SCHEDULE L. 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. PART VI 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 (121,651) CRUT 310 EAST MARKET ST TIFFIN OH 44883 347048314 CHARITABLE OH NA TRUST 0 92010 1.00000 false false false false false false false false false false false false false false false false false false false