COALITION FOR THE COMMON GOOD: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COALITION FOR THE COMMON GOOD (EIN 31-0536640)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201401339349300725
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T07:43:23-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536640 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Antioch University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANTI | NameControl |
| Phone | 9377691372 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 Dayton Street No 102 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Timothy G Jordan | Name |
| Title | Vice Chancellor and CFO | Title |
| Phone | 9377691372 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | 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 | Felice Nudelman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 Dayton Street No 102 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 88122292 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.Antioch.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1852 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | Antioch University provides learner-centered education to empower students with the knowledge and skills to lead meaningful lives and to advance social, economic, and environmental justice. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1744 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 43120 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5587893 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5017975 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 67073434 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 61672189 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7142144 | InvestmentIncomePriorYear |
| Investment Income Current Year | 877874 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1236343 | OtherRevenuePriorYear |
| Other Revenue Current Year | 872513 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 81039814 | TotalRevenuePriorYear |
| Total Revenue Current Year | 68440551 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2376565 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4049767 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 48471867 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 48342373 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 47398 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 40250 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2264636 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24704849 | OtherExpensePriorYear |
| Other Expenses Current Year | 21418970 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 75600679 | TotalExpensesPriorYear |
| Total Expenses Current Year | 73851360 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5439135 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5410809 | RevenuesLessExpensesCY |
| Total Assets BOY | 75347367 | TotalAssetsBOY |
| Total Assets EOY | 69426730 | TotalAssetsEOY |
| Total Liabilities BOY | 37801821 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33995366 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37545546 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35431364 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Antioch University provides learner-centered education to empower students with the knowledge and skills to lead meaningful lives and to advance social, economic, and environmental justice. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 53812560 | Expense |
| Grants | 4049767 | Grants |
| Revenue | 61672189 | Revenue |
| Description | Antioch University is a bold and enduring source of innovation in higher education serving over 5,000 adult students around the world and across the country, online and from its five campuses in four states in addition to its University-wide international and doctoral programs. Each campus offers degree programs that meet - and often anticipate - the pressing needs of its region and the wider world. Fiscal year 2013 included several milestones for Antioch University. First, the University was able to boost reserves by $8 million through the sale of WYSO radio station and the facility in which it is housed to Antioch College. The sale of WYSO was finalized on July 3, 2013, just after the close of the 2013 fiscal year, therefore the transaction will be recorded in fiscal year 2014.Second, the University completed successful executive searches and welcomed new leadership at three of our five campuses Seattle, New England and Midwest. And third, the University received reaffirmation of its accreditation by the Higher Learning Commission in December 2013. As a result, the University was re-accredited for 10 years. The effort, which included the completion of a significant "self-study" and comprehensive site visits to all campuses, helped move the university forward in many ways as "one integrated university" that is aligned to its mission and constantly adapting to best serve its target market. | Description |
| Total Program Service Expense | 53812560 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4997 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1744 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 1 | 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 |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Timothy G Jordan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9377691304 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 Dayton Street No 102 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Bruce Bedford | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Howard Coleman | |||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | ||||
| Maureen Curley | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Enrique Figueroa | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Miguel Figueroa | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| William Graves | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Reuben Harris | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Ancella Livers | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Elsa Luna | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Janet Morgan | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| James Morley | |||||||||
| Treasurer | 5.00 | X | 0 | 0 | 0 | ||||
| Charlotte Roberts | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Lawrence Stone | |||||||||
| Chair of the Board | 15.00 | X | 0 | 0 | 0 | ||||
| Arthur Zucker | |||||||||
| Governor | 5.00 | X | 0 | 0 | 0 | ||||
| Felice Nudelman | |||||||||
| Chancellor/President/CEO/Sec of Corp | 55.00 | 139927 | 0 | 24511 | X | ||||
| J Pari Sabety | |||||||||
| VC/CFO/Treasurer | 55.00 | 204347 | 0 | 28280 | X | ||||
| Timothy Jordan | |||||||||
| VC/CFO/Treasurer | 55.00 | 124843 | 0 | 28446 | X | ||||
| Tex Boggs | |||||||||
| Campus President/VP of Corp | 55.00 | 227384 | 0 | 14645 | X | ||||
| David Caruso | |||||||||
| Campus President/VP of Corp | 55.00 | 214878 | 0 | 30546 | X | ||||
| Ellen Hall | |||||||||
| Campus President/VP of Corp | 55.00 | 149700 | 0 | 0 | X | ||||
| Cassandra Manuelito-Kerkvliet | |||||||||
| Campus President/VP of Corp | 55.00 | 217487 | 0 | 23565 | X | ||||
| Nancy Leffert | |||||||||
| Campus President/VP of Corp | 55.00 | 197875 | 0 | 38187 | X | ||||
| Leslie Johnson | |||||||||
| Assistant Secretary | 55.00 | 71121 | 0 | 16575 | X | ||||
| Laurien Alexandre | |||||||||
| VC Academic Affairs | 55.00 | 172208 | 0 | 34479 | X | ||||
| William Groves | |||||||||
| General Counsel | 55.00 | 217083 | 0 | 36321 | X | ||||
| David Houser | |||||||||
| East Regional CFO | 45.00 | 161360 | 0 | 23728 | X | ||||
| Rebecca Todd | |||||||||
| Associate General Counsel | 45.00 | 152663 | 0 | 22960 | X | ||||
| Luis Pedraja | |||||||||
| Provost and VPAA | 45.00 | 138216 | 0 | 37369 | X | ||||
| Stephen Neun | |||||||||
| VP for Academic Affairs | 45.00 | 133127 | 0 | 29492 | X | ||||
| Amy Smith | |||||||||
| VP for Institutional Advacement | 45.00 | 129730 | 0 | 36115 | X | ||||
| Tullisse Murdock | |||||||||
| Former Chancellor | 55.00 | 466857 | 0 | 55582 | X | ||||
| Michael Fishbein | |||||||||
| Former Campus President/VP of Corp | 55.00 | 193145 | 0 | 36239 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3311951 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 517040 | TotalOtherCompensation |
| Number Individuals GT100 K | 42 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|
| Ellucian Co LP | |||||
| 2300 Maitland Ctr Pkwy | Maitland | FL | 32751 | Management Consultant | 1418247 |
| Young Construction | |||||
| 9 Ashley Ave | Santa Barbara | CA | 93103 | Construction | 674355 |
| WENCO Inc | |||||
| 1807 Dalton Drive | New Carlisle | OH | 45344 | Construction | 234906 |
| J M Stitt & Associates Inc | |||||
| 621 Mehring Way Suite 2607 | Cincinnati | OH | 45202 | Engineer | 217215 |
| Cookson Strategies Corporation | |||||
| 36 Lowell St | Manchester | NH | 03101 | Marketing Consultant | 196923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Fundraising Events | 77378 | FundraisingEvents |
| Government Grants | 2542777 | GovernmentGrants |
| All Other Contributions | 2397820 | AllOtherContributions |
| Noncash Contributions | 57720 | NoncashContributions |
| Total Contributions | 5017975 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition | 900099 | 61210852 | 61210852 |
| Contracts | 900099 | 297589 | 297589 |
| Bookstore | 451211 | 117949 | 117949 |
| Srvcs of Auxillary Enterprises | 900099 | 45799 | 45799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 61672189 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 749213 | TotalRevenueColumn |
| Exclusion | $749,213 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 381139 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 381139 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 381139 | TotalRevenueColumn |
| Unrelated Business Revenue | 43120 | UnrelatedBusinessRevenue |
| Exclusion | $338,019 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19772629 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19643968 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 128661 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128661 | TotalRevenueColumn |
| Exclusion | $128,661 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37033 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 77378 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37773 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -740 | TotalRevenueColumn |
| Exclusion | -$740 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 492114 | TotalRevenueColumn |
| Exclusion | $492,114 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 492114 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68440551 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61672189 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 43120 | UnrelatedBusinessRevenue |
| Exclusion | $1,707,267 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4049767 | Total |
| Program Services | 4049767 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2552483 | Total |
| Program Services | 117501 | ProgramServices |
| Management And General | 1641747 | ManagementAndGeneral |
| Fundraising | 793235 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35223148 | Total |
| Program Services | 28473131 | ProgramServices |
| Management And General | 5758936 | ManagementAndGeneral |
| Fundraising | 991081 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3189417 | Total |
| Program Services | 2480066 | ProgramServices |
| Management And General | 598152 | ManagementAndGeneral |
| Fundraising | 111199 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4411321 | Total |
| Program Services | 3083346 | ProgramServices |
| Management And General | 1219540 | ManagementAndGeneral |
| Fundraising | 108435 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2966004 | Total |
| Program Services | 2393175 | ProgramServices |
| Management And General | 493734 | ManagementAndGeneral |
| Fundraising | 79095 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288000 | Total |
| Management And General | 1288000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304028 | Total |
| Program Services | 3720 | ProgramServices |
| Management And General | 300308 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91200 | Total |
| Management And General | 91200 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40250 | Total |
| Fundraising | 40250 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2983124 | Total |
| Program Services | 1491718 | ProgramServices |
| Management And General | 1483382 | ManagementAndGeneral |
| Fundraising | 8024 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1655007 | Total |
| Program Services | 411281 | ProgramServices |
| Management And General | 1238188 | ManagementAndGeneral |
| Fundraising | 5538 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2921908 | Total |
| Program Services | 1374052 | ProgramServices |
| Management And General | 1469315 | ManagementAndGeneral |
| Fundraising | 78541 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1033040 | Total |
| Program Services | 375843 | ProgramServices |
| Management And General | 657170 | ManagementAndGeneral |
| Fundraising | 27 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4766361 | Total |
| Program Services | 4689759 | ProgramServices |
| Management And General | 75957 | ManagementAndGeneral |
| Fundraising | 645 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1420139 | Total |
| Program Services | 911618 | ProgramServices |
| Management And General | 486657 | ManagementAndGeneral |
| Fundraising | 21864 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 839542 | Total |
| Program Services | 428800 | ProgramServices |
| Management And General | 394354 | ManagementAndGeneral |
| Fundraising | 16388 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458306 | Total |
| Program Services | 458306 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2436173 | Total |
| Program Services | 2239900 | ProgramServices |
| Management And General | 196273 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32549 | Total |
| Program Services | 23899 | ProgramServices |
| Management And General | 8650 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Memberships & Dues | 612695 | 420071 | 189137 | 3487 |
| Subscriptions and Publi | 410590 | 383051 | 20712 | 6827 |
| Bad Debt Expense | 166308 | 3556 | 162752 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73851360 | Total |
| Program Services | 53812560 | ProgramServices |
| Management And General | 17774164 | ManagementAndGeneral |
| Fundraising | 2264636 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6814157 | BOY |
| EOY | 4957861 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2781695 | BOY |
| EOY | 1799155 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968515 | BOY |
| EOY | 944619 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5198891 | BOY |
| EOY | 5154179 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2227633 | BOY |
| EOY | 2224887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49058279 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22399344 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28872724 | BOY |
| EOY | 26658935 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28161880 | BOY |
| EOY | 27298475 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321872 | BOY |
| EOY | 388619 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75347367 | BOY |
| EOY | 69426730 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8994725 | BOY |
| EOY | 6524231 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4016985 | BOY |
| EOY | 3673581 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19010000 | BOY |
| EOY | 18085000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313478 | BOY |
| EOY | 276956 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5466633 | BOY |
| EOY | 5435598 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37801821 | BOY |
| EOY | 33995366 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24966436 | BOY |
| EOY | 22320721 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8250200 | BOY |
| EOY | 8729009 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4328910 | BOY |
| EOY | 4381634 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37545546 | BOY |
| EOY | 35431364 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75347367 | BOY |
| EOY | 69426730 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5410809 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1500094 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1796533 | 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 Separate | X | FinancialStatementSeparate |
| 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7686521 | BeginningOfYearBalance |
| Contributions | 52667 | Contributions |
| Investment Earnings Or Losses | 669093 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 53881 | GrantsOrScholarships |
| Other Expenditures | 97874 | OtherExpenditures |
| End Of Year Balance | 8256526 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7549974 | BeginningOfYearBalance |
| Contributions | 33860 | Contributions |
| Investment Earnings Or Losses | 223317 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 46354 | GrantsOrScholarships |
| Other Expenditures | 74276 | OtherExpenditures |
| End Of Year Balance | 7686521 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3515588 | BeginningOfYearBalance |
| Contributions | 334124 | Contributions |
| Investment Earnings Or Losses | 3754020 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15090 | GrantsOrScholarships |
| Other Expenditures | 38668 | OtherExpenditures |
| End Of Year Balance | 7549974 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25319935 | BeginningOfYearBalance |
| Contributions | 70015 | Contributions |
| Investment Earnings Or Losses | 1239303 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 19128 | GrantsOrScholarships |
| Other Expenditures | 69354 | OtherExpenditures |
| Administrative Expenses | 23025183 | AdministrativeExpenses |
| End Of Year Balance | 3515588 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29500960 | BeginningOfYearBalance |
| Contributions | 338913 | Contributions |
| Investment Earnings Or Losses | -4004810 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 230768 | GrantsOrScholarships |
| Other Expenditures | 200584 | OtherExpenditures |
| Administrative Expenses | 83776 | AdministrativeExpenses |
| End Of Year Balance | 25319935 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04070 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.47810 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.48120 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 224220 | OtherCostOrOtherBasis |
| Book Value | 224220 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40354367 | OtherCostOrOtherBasis |
| Depreciation | 16179872 | Depreciation |
| Book Value | 24174495 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5450387 | OtherCostOrOtherBasis |
| Depreciation | 4062888 | Depreciation |
| Book Value | 1387499 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3029305 | OtherCostOrOtherBasis |
| Depreciation | 2156584 | Depreciation |
| Book Value | 872721 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26658935 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Student Loan Advances | $4,861,675 |
| Liabilities To Be Disposed Of | $388,619 |
| Deposits Held for Others | $185,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5435598 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 70484700 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1500094 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 195901 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1796533 | OtherRevenues |
| Revenue Not Rptd F990 | 3492528 | RevenueNotRptdF990 |
| Revenue Subtotal | 66992172 | RevenueSubtotal |
| Other Revenues Not Included | 1448379 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1448379 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 68440551 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 72598882 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 195901 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 195901 | ExpensesNotRptdF990 |
| Expenses Subtotal | 72402981 | ExpensesSubtotal |
| Other Expenses Not Included | 1448379 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1448379 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 73851360 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The endowment of the University can be broken down into the following general categories: 29% student aid; 71% general institutional support. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The University is a qualifying organization under Section 501(c)(3) of the Internal Revenue Code (IRC) and is, therefore, exempt from income taxes under the IRC Section 501(a) on its normal operations. However, the University is taxed on other unrelated income, if any. The University is subject to federal income tax on rental income. The University follows FASB guidance on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the University may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the University, the continued tax-exempt status of bonds issued by the University, and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2013 and 2012, there were no unrecognized tax benefits indentified or recorded as liabilites. The University files forms 990 and 990-T in the U.S. federal jurisdiction and the required states. With few exceptions, the University is no longer subject to examination by the Internal Revenue Service for years before 2009. |
| Part XI, Line 2d - Other Adjustments: | Change in fair value of interest rate swaps 455,416. Postretirement changes other than net periodic postretirement cost 1,341,117. | |
| Part XI, Line 4b - Other Adjustments: | Financial Aid 1,448,379. | |
| Part XII, Line 4b - Other Adjustments: | Financial Aid 1,448,379. |
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 | 0 | 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 Government Financial Assistance | Schedule E, Part I, Line 6 | The University participates in the Federal Financial Aid program administered by the Department of Education as well as grant programs from the various states the University operates in. |
| Schedule E, Part 1 Line 3 | Antioch University, formerly known as Antioch College, has a proud history of being one of the first institutions in the mid 1850's to admit African Americans into the same academic programs as whites. It is also notably the alma mater of Coretta Scott King and others who worked for the civil rights movements of the 1960's. Shortly after its incorporation in 1852, it amended its articles of incorporation to provide that, "nor shall religious or theological opinions of any kind or considerations of race, creed, or national origin ever be used as a basis for excluding a person from its benefits." The University has since expanded its policy of nondiscrimination requiring that "Antioch provides equal opportunity for all qualified applicants and does not discriminate on the basis of race, color, gender, ancestry, religion, national origin, sexual orientation, gender identity, family status or disability in matters affecting employment or in providing access to programs." It now includes its nondiscrimination policy statement in all brochures and other recruitment materials as well as in the course catalog. Finally, the policy is clearly posted on the website of each University campus and program. Further, as per section 4.03 paragraph c, the University currently enrolls students of racial minorities in meaningful numbers. Per section 4.03 paragraph b of Rev. Proc. 75-50, 1975-2 CB 587, the University is not required to further annually publish its nondiscriminatory policy in the local community because it draws a substantial percentage of its students from a nationwide or large geographical area, as well as internationally. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| South America - Argentina, Bolivia, | 0 | 2 | Program Services | Study Abroad Program | 167887 |
| South Asia - Afghanistan, Bangladesh, | 0 | 6 | Program Services | Study Abroad Program | 466285 |
| Europe (Including Iceland & Greenland) - | 1 | 2 | Program Services | Study Abroad Program | 245028 |
| East Asia and the Pacific - | 0 | 1 | Program Services | Study Abroad Program | 159474 |
| Sub-Saharan Africa - Angola, | 0 | 1 | Program Services | Study Abroad Program | 107006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 12 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 12 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1145680 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1145680 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | 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: The University reports expenditures in foreign countries per accounting principals generally accepted in the United States. Currency conversion occurs at the time the expense is incurred, or reimbursed by the University. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Michelle Whiting & Associates | ||||||||
| 1401 E3rd St17 | Long Beach | CA | 90802 | Assisted with building relationships with local foundations | 0 | 0 | 14000 | -14000 |
| Community Counseling Serivces | ||||||||
| 461 5th Avenue | New York | NY | 10017 | Evaluate the University's national fundraising capacity | 0 | 0 | 26250 | -26250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 40250 | TotalRetainedByContractors |
| Total Net To Organization | -40250 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Silent Auction | NameOfEvent1 |
| Gross Receipts Event1 | 50412 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 30427 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19985 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2000 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 975 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 5323 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 44299 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 34000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10299 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5995 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5529 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 4000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 6178 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 19700 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 12951 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 6749 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 500 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 7273 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 114411 | GrossReceiptsTotal |
| Charitable Contributions Total | 77378 | CharitableContributionsTotal |
| Gross Revenue Total Events | 37033 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2000 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7470 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5529 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 18774 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37773 | DirectExpenseSummaryEvents |
| Net Income Summary | -740 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student Financial Aid, Scholarships, and Fellowships | TypeOfGrant |
| Number Of Recipients | 1255 | NumberOfRecipients |
| Amount Of Cash Grant | 4049767 | AmountOfCashGrant |
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 University follows guidelines set by the Department of Education, and State Governments, to ensure that grants to students are awarded to eligible recipients. All documentation regarding the awarding of these grants is maintained in the student file. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 | 1 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Felice Nudelman | ||||||||||||||
| Chancellor/President/CEO/Sec of Corp | 136306 | 0 | 0 | 0 | 3621 | 0 | 17550 | 0 | 6961 | 0 | 164438 | 0 | 0 | 0 |
| J Pari Sabety | ||||||||||||||
| VC/CFO/Treasurer | 202025 | 0 | 0 | 0 | 2322 | 0 | 26263 | 0 | 2017 | 0 | 232627 | 0 | 0 | 0 |
| Timothy Jordan | ||||||||||||||
| VC/CFO/Treasurer | 121820 | 0 | 0 | 0 | 3023 | 0 | 16465 | 0 | 11981 | 0 | 153289 | 0 | 0 | 0 |
| Tex Boggs | ||||||||||||||
| Campus President/VP of Corp | 209060 | 0 | 0 | 0 | 18324 | 0 | 13325 | 0 | 1320 | 0 | 242029 | 0 | 0 | 0 |
| David Caruso | ||||||||||||||
| Campus President/VP of Corp | 208020 | 0 | 0 | 0 | 6858 | 0 | 27069 | 0 | 3477 | 0 | 245424 | 0 | 0 | 0 |
| Cassandra Manuelito-Kerkvliet | ||||||||||||||
| Campus President/VP of Corp | 201124 | 0 | 0 | 0 | 16363 | 0 | 15596 | 0 | 7969 | 0 | 241052 | 0 | 0 | 0 |
| Nancy Leffert | ||||||||||||||
| Campus President/VP of Corp | 195096 | 0 | 0 | 0 | 2779 | 0 | 26537 | 0 | 11650 | 0 | 236062 | 0 | 0 | 0 |
| Laurien Alexandre | ||||||||||||||
| VC Academic Affairs | 170642 | 0 | 0 | 0 | 1566 | 0 | 23399 | 0 | 11080 | 0 | 206687 | 0 | 0 | 0 |
| William Groves | ||||||||||||||
| General Counsel | 215137 | 0 | 0 | 0 | 1946 | 0 | 28124 | 0 | 8197 | 0 | 253404 | 0 | 0 | 0 |
| David Houser | ||||||||||||||
| East Regional CFO | 160196 | 0 | 0 | 0 | 1164 | 0 | 20825 | 0 | 2903 | 0 | 185088 | 0 | 0 | 0 |
| Rebecca Todd | ||||||||||||||
| Associate General Counsel | 151538 | 0 | 0 | 0 | 1125 | 0 | 19731 | 0 | 3229 | 0 | 175623 | 0 | 0 | 0 |
| Luis Pedraja | ||||||||||||||
| Provost and VPAA | 137796 | 0 | 0 | 0 | 420 | 0 | 18746 | 0 | 18623 | 0 | 175585 | 0 | 0 | 0 |
| Stephen Neun | ||||||||||||||
| VP for Academic Affairs | 131351 | 0 | 0 | 0 | 1776 | 0 | 17922 | 0 | 11570 | 0 | 162619 | 0 | 0 | 0 |
| Amy Smith | ||||||||||||||
| VP for Institutional Advacement | 128595 | 0 | 0 | 0 | 1135 | 0 | 17550 | 0 | 18565 | 0 | 165845 | 0 | 0 | 0 |
| Tullisse Murdock | ||||||||||||||
| Former Chancellor | 455657 | 0 | 0 | 0 | 11200 | 0 | 32500 | 0 | 23082 | 0 | 522439 | 0 | 0 | 0 |
| Michael Fishbein | ||||||||||||||
| Former Campus President/VP of Corp | 109622 | 0 | 0 | 0 | 83523 | 0 | 25590 | 0 | 10649 | 0 | 229384 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | The University provided a taxable housing allowance to Tulisse Murdock in the amount of $3,000. The terms of the allowance and how it is to be used are outlined in the officer's employment contract. The allowance has been reviewed and approved by the executive committee. The following individuals also received a taxable housing allowance: -Ellen Hall received a taxable housing allowance of $7,200. -Cassandra Manuelito-Kerkvliet received a taxable housing allowance of $14,300. -Tex Boggs received a taxable housing allowance of $7,200. First class airline tickets are allowed only in accordance with the University travel policy and are provided as a nontaxable benefit. Charter travel is not provided. Nancy Leffert received a first class travel benefit per the University travel policy during the fiscal year. |
| Part I, Line 1b | The University does not maintain a written policy regarding the housing allowance. However, the awarding of the allowance is reviewed and approved by the executive committee of the Board of Governors each year. Further, the terms and uses of the allowances are outlined in the officer's employment contract. |
| Part I, Line 4a | Michael Fishbein received a severance payment in the amount of $81,772 during calendar year 2012. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Ohio Higher Education Facility Commission | ||||||||
| A | 346849674 | 67756BRB8 | 2006-03-03 | 13795000 | Refund of June 1997 and 2000 Bonds and new construction 2006 | 0 | 0 | 0 |
| New Hampshire Health and Education Facilities Authority | ||||||||
| B | 020279866 | 644614KR9 | 2004-12-17 | 4320000 | Refund of bonds issued in April 1993 and costs of issuance | 0 | 0 | 0 |
| Washington State Housing Finance Commission | ||||||||
| C | 911874730 | 93978LCK0 | 2005-05-18 | 6780000 | Refund of bonds issued in June 1996 and costs and issuance | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 3515000 | 13795000 | 1761255 | 251537 | 125678 | 11656530 | 2007 | 1 | 0 | 1 | 1 | |
| B | 1340000 | 4320000 | 4186055 | 86400 | 40248 | 2004 | 1 | 0 | 1 | 1 | 7297 | |
| C | 1955000 | 6780000 | 135600 | 68487 | 2006 | 0 | 1 | 1 | 1 | 6575913 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00500 | 0.00500 | 1 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC | ||||||||||||
| A | 0 | 0 | 0 | 1 | 1 | 1 | 6.400000000000 | 0 | 0 | 0 | 0 | 0 |
| PNC | ||||||||||||
| B | 0 | 0 | 1 | 0 | 1 | 1 | 6.400000000000 | 0 | 0 | 0 | 0 | 0 |
| Morgan Stanley | ||||||||||||
| C | 0 | 0 | 1 | 0 | 1 | 1 | 2.300000000000 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K Part IV, Arbitrage, Line 2c | Date Rebate Computation Performed | Issuer Name: Ohio Higher Education Facility Commission Date the Rebate Computation was Performed: 03/24/2011 |
| Schedule K, Columns A, B, and C, Part V - the organization has established | written procedures to ensure that violations of federal tax requirements | are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under the applicable regulations for fiscal year 2014. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 57720 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributions: | Part I, Column (b): | is the number of contributions. |
| Third Party Use: | Part I, Line 32b: | A third party service processes the donation of cars, boats and vehicles. Only the net proceeds are forwarded to the University. All reporting paperwork is completed by the third party. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 1 | In Article IV of the Board of Governors by-laws, section 4.4 states: Authorization for the Executive Committee to Act on Behalf of the Board of Governors. When certain matters ordinarily appropriate for subsequent action by the Board of Governors may be deemed to be appropriate by the Board to be delegated to its Executive Committee on behalf of the Board of Governors, the Board may formally provide such advance authorization by formal action, the terms of which shall be recorded in the minutes of the meeting of the Board of Governors. The Executive Committee shall consist of the following ex-officio members: the Chair of the Board of Governors who shall also serve as its chair, Vice Chair of the Board of Governors, Board Treasurer, the chairs of all standing committees other than those chaired by the Board Vice Chair or Board Treasurer, and Chancellor (without vote). They each shall serve on the Committee as long as they hold their respective leadership positions. Additionally, at least one at-large member shall be nominated annually by the Governance Committee for a renewable one-year term for election by the Board of Governors. Such person shall not serve for more than two consecutive years as the at-large member of the Executive Committee. | |
| Form 990, Part VI, Section A, line 3 | The position of Chief Information Officer and the three Information Technology Directors are filled by employees of Ellucian as a part of the service contract the University has entered into with that organization. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 was reviewed by management and a copy was provided to the full Board of Governors ("BOG"). Questions from the BOG were reviewed and discussed by the Audit Committee with management prior to filing of the Form 990. | |
| Form 990, Part VI, Section B, line 12c | The University Conflict of Interest policy is reviewed annually by each officer and member of the Board of Governors (as well as local campus Board of Trustees). Each individual signs a form annually confirming they have reviewed and understand the policy and disclosing any conflicts they may have. The Board of Governor's annually reviews these forms and approves a resolution stating that all officers and board members have submitted their form. If any conflicts are noted, the board will review the relationship and transaction and determine if further action is necessary. Each time a significant new contract is entered into outside of the annual disclosure period, the Board of Governors is questioned as to whether any conflict of interests exists. Management also does an assessment of any possible conflicts, as well, at this time. When a conflict may arise, depending on the circumstance, the member may either need to recuse him/herself during discussions of the conflicted activity, or they may be asked to resign. | |
| Form 990, Part VI, Section B, line 15 | The Compensation Committee made up of independent members of the Executive Committee. They review industry data from several reputable sources. These sources included survey data of dozens of industry peers. In addition, the Committee would take into consideration the financial health of the institution and the increases provided to other key employees within the University. The Committee held discussions and ultimately voted upon the compensation provided to the Chancellor for the following year. The process was documented. For other officers and key employees, the Chancellor reviews industry data for comparable institutions. In addition, performance evaluations were completed. A compensation recommendation for these employees is based on this data, which is provided by the Chancellor to the Executive Committee who then votes on the final compensation. The process was documented. | |
| Form 990, Part VI, Section C, line 19 | The University's governing documents are not made available to the public. If an individual or organization wishes to request a copy of these documents, the request will be evaluated by the Chancellor or her designee as to the appropriateness of making the documents available. The conflict of interest policy and financial statements are available on the University's website. | |
| Form 990, Part XI, line 9: | Change in fair value of interest rate swaps 455,416. Postretirement changes other than net periodic postretirement cost 1,341,117. | Changes in Net Assets or Fund Balances: |