BLUFFTON UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BLUFFTON UNIVERSITY (EIN 34-4428207)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-24
- IRS object ID
- 201410559349300121
- Schema version
- 2012v2.3
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-24T13:22:17-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | 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 | 344428207 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bluffton University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RICHARD LICHTLE | InCareOfName |
| Name Control | BLUF | NameControl |
| Phone | 4193583000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 University Drive | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Bluffton | City |
| State | OH | State |
| ZIP Code | 45817 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin Nickel | Name |
| Title | VP of Fiscal Affairs | Title |
| Phone | 4193583000 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joyce A Dulworth | Name |
| Phone | 2604604000 | 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 | DR JAMES M HARDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1 |
| City | BLUFFTON | City |
| State | OH | State |
| ZIP Code | 45817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36395734 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BLUFFTON.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1899 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY SEEKS TO PREPARE STUDENTS OF ALL BACKGROUNDS FOR LIFE AS WELL AS VOCATION, FOR RESPONSIBLE CITIZENSHIP, FOR SERVICE TO ALL PEOPLE AND ULTIMATELY FOR THE PURPOSES OF GOD'S UNIVERSAL KINGDOM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1095 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4773909 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4599507 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30220612 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30265296 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 119380 | InvestmentIncomePriorYear |
| Investment Income Current Year | 152692 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7853 | OtherRevenuePriorYear |
| Other Revenue Current Year | -86758 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35121754 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34930737 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12071792 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12157422 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12487675 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11950175 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 12091 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 754205 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9795425 | OtherExpensePriorYear |
| Other Expenses Current Year | 10123732 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34366983 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34231329 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 754771 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 699408 | RevenuesLessExpensesCY |
| Total Assets BOY | 67942162 | TotalAssetsBOY |
| Total Assets EOY | 71432661 | TotalAssetsEOY |
| Total Liabilities BOY | 20112218 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21183118 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 47829944 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50249543 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SHAPED BY THE HISTORIC PEACE CHURCH TRADITION AND NOURISHED BY A DESIRE FOR EXCELLENCE IN ALL PHASES OF ITS PROGRAMS, BLUFFTON UNIVERSITY SEEKS TO PREPARE STUDENTS OF ALL BACKGROUNDS FOR LIFE AS WELL AS VOCATION, FOR RESPONSIBLE CITIZENSHIP, FOR SERVICE TO ALL PEOPLES AND, ULTIMATELY, FOR THE PURPOSE OF GOD'S UNIVERSAL KINGDOM. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 31641349 | Expense |
| Grants | 12157422 | Grants |
| Revenue | 30180089 | Revenue |
| Description | BLUFFTON UNIVERSITY PROVIDES AN EDUCATIONAL EXPERIENCE THAT PROMOTES OUR FOUR ENDURING VALUES OF DISCOVERY, COMMUNITY, RESPECT AND SERVICE. ONE CAN CHOOSE FROM 43 MAJORS AND MORE THAN 35 MINORS. ORGANIZATIONAL MANAGEMENT, EDUCATION, BUSINESS, AND SOCIAL WORK ARE AMONG OUR LARGEST MAJORS. WE ALSO OFFER GRADUATE PROGRAMS IN EDUCATION AND BUSINESS. OUR STUDENT AID PROGRAM SERVED 1,095 STUDENTS AND ALLOWS THE INSTITUTION TO PROVIDE AN EDUCATION THAT IS AFFORDABLE AND REWARDING. | Description |
| Total Program Service Expense | 31641349 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 76 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1095 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD LICHTLE | NamePerson |
| Telephone Number | 4193583000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1 |
| City | BLUFFTON | City |
| State | OH | State |
| ZIP Code | 45817 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| David Baumgartner | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Charles Bishop | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Larry Copeland | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| LaVonne Hartman | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Edith Landis | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| John L Liechty | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Lawrence Milan | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Steve Mullet | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Thomas Reichenbach | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Terry Shetler | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Martha Augsburger Showalter | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| James Sommer | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Ernest Thomas | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mark Weidner | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Kent Yoder | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Wanda Stopher | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Kerry Strayer | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Morris Stutzman | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| GREGORY WANNEMACHER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MITCH KINGSLEY | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| James Harder | ||||||
| President | 65.0 | 150367 | 0 | 19839 | X | |
| Sally Weaver Sommer | ||||||
| VP & Dean of Academic Affairs | 55.0 | 85095 | 0 | 12826 | X | |
| Hans Houshower | ||||||
| VP for Advancement | 50.0 | 87604 | 0 | 12081 | X | |
| Eric Fulcomer | ||||||
| VP Enrollment Mgmt/studentlife | 55.0 | 48895 | 0 | 6390 | X | |
| KEVIN NICKEL | ||||||
| VP OF FISCAL AFFAIRS | 55.0 | 73290 | 0 | 12775 | X | |
| RONALD HEADINGS | ||||||
| VP FOR ENROLLMENT & MARKETING | 57.0 | 42261 | 0 | 2644 | X | |
| JULIE DEGRAW | ||||||
| VP OF STUDENT LIFE/DEAN OF ST. | 55.0 | 39814 | 0 | 4834 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 527326 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 71389 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CREOSOTE AFFECTS | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 W MAIN ST | AddressLine1 |
| City | EMMITSBURG | City |
| State | MD | State |
| ZIP Code | 21727 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING SERVICES | DescriptionOfServices |
| Compensation | 104382 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 10233 | FundraisingEvents |
| Government Grants | 1872497 | GovernmentGrants |
| All Other Contributions | 2716777 | AllOtherContributions |
| Noncash Contributions | 183040 | NoncashContributions |
| Total Contributions | 4599507 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION FEES | 611600 | 23299348 | 23299348 |
| AUXILIARY FEES | 611710 | 1014390 | 1014390 |
| DORMITORY/HOUSING | 611710 | 2963456 | 2963456 |
| DINING HALL | 611710 | 2988102 | 2988102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30265296 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77154 | TotalRevenueColumn |
| Exclusion | $77,154 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 957962 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 882424 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75538 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75538 | TotalRevenueColumn |
| Exclusion | $75,538 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 8415 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10233 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 9966 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1551 | TotalRevenueColumn |
| Exclusion | -$1,551 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 487400 | GrossSalesOfInventory |
| Cost Of Goods Sold | 572607 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -85207 | TotalRevenueColumn |
| Related Or Exempt Function Income | -85207 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34930737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30180089 | RelatedOrExemptFunctionIncome |
| Exclusion | $151,141 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12157422 | Total |
| Program Services | 12157422 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476110 | Total |
| Program Services | 166769 | ProgramServices |
| Management And General | 222055 | ManagementAndGeneral |
| Fundraising | 87286 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8835500 | Total |
| Program Services | 7812860 | ProgramServices |
| Management And General | 644000 | ManagementAndGeneral |
| Fundraising | 378640 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358177 | Total |
| Program Services | 300940 | ProgramServices |
| Management And General | 44289 | ManagementAndGeneral |
| Fundraising | 12948 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1544435 | Total |
| Program Services | 1320627 | ProgramServices |
| Management And General | 167978 | ManagementAndGeneral |
| Fundraising | 55830 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 735953 | Total |
| Program Services | 618348 | ProgramServices |
| Management And General | 91001 | ManagementAndGeneral |
| Fundraising | 26604 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1502 | Total |
| Program Services | 1502 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98286 | Total |
| Program Services | 49143 | ProgramServices |
| Management And General | 49143 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509202 | Total |
| Program Services | 424888 | ProgramServices |
| Management And General | 74763 | ManagementAndGeneral |
| Fundraising | 9551 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301240 | Total |
| Program Services | 205694 | ProgramServices |
| Management And General | 48207 | ManagementAndGeneral |
| Fundraising | 47339 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1672073 | Total |
| Program Services | 1577363 | ProgramServices |
| Management And General | 55564 | ManagementAndGeneral |
| Fundraising | 39146 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363085 | Total |
| Program Services | 45189 | ProgramServices |
| Management And General | 293558 | ManagementAndGeneral |
| Fundraising | 24338 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2321 | Total |
| Program Services | 2321 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914229 | Total |
| Program Services | 885122 | ProgramServices |
| Management And General | 29107 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831570 | Total |
| Program Services | 815209 | ProgramServices |
| Management And General | 12034 | ManagementAndGeneral |
| Fundraising | 4327 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304631 | Total |
| Program Services | 190896 | ProgramServices |
| Management And General | 47202 | ManagementAndGeneral |
| Fundraising | 66533 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499310 | Total |
| Program Services | 499310 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2202622 | Total |
| Program Services | 2149759 | ProgramServices |
| Management And General | 52863 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369075 | Total |
| Program Services | 369075 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD PURCHASES | 1377928 | 1377928 | ||
| MISCELLANEOUS | 676658 | 670984 | 4011 | 1663 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34231329 | Total |
| Program Services | 31641349 | ProgramServices |
| Management And General | 1835775 | ManagementAndGeneral |
| Fundraising | 754205 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 5000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5901516 | BOY |
| EOY | 5904595 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2916104 | BOY |
| EOY | 2600807 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091699 | BOY |
| EOY | 1129424 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2482165 | BOY |
| EOY | 2300891 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194877 | BOY |
| EOY | 73970 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 953592 | BOY |
| EOY | 1438532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 74380777 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35999123 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35856507 | BOY |
| EOY | 38381654 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12158540 | BOY |
| EOY | 12811935 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6382162 | BOY |
| EOY | 6785853 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67942162 | BOY |
| EOY | 71432661 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3325224 | BOY |
| EOY | 2287234 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8600000 | BOY |
| EOY | 8400000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5428463 | BOY |
| EOY | 7992696 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2758531 | BOY |
| EOY | 2503188 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20112218 | BOY |
| EOY | 21183118 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25181402 | BOY |
| EOY | 26734394 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6350281 | BOY |
| EOY | 5803650 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16298261 | BOY |
| EOY | 17711499 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47829944 | BOY |
| EOY | 50249543 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67942162 | BOY |
| EOY | 71432661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 699408 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1180103 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 540088 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 196398 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19254288 | BeginningOfYearBalance |
| Contributions | 653397 | Contributions |
| Investment Earnings Or Losses | 1636520 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 691341 | GrantsOrScholarships |
| End Of Year Balance | 20852864 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19518286 | BeginningOfYearBalance |
| Contributions | 443167 | Contributions |
| Investment Earnings Or Losses | -8373 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 698762 | GrantsOrScholarships |
| End Of Year Balance | 19254318 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16105248 | BeginningOfYearBalance |
| Contributions | 790267 | Contributions |
| Investment Earnings Or Losses | 3297961 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 675191 | GrantsOrScholarships |
| End Of Year Balance | 19518285 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14543116 | BeginningOfYearBalance |
| Contributions | 745622 | Contributions |
| Investment Earnings Or Losses | 1472947 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 656437 | GrantsOrScholarships |
| End Of Year Balance | 16105248 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20064494 | BeginningOfYearBalance |
| Contributions | 247579 | Contributions |
| Investment Earnings Or Losses | -3887286 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1881671 | GrantsOrScholarships |
| End Of Year Balance | 14543116 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 543194 | OtherCostOrOtherBasis |
| Book Value | 543194 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56232391 | OtherCostOrOtherBasis |
| Depreciation | 23932410 | Depreciation |
| Book Value | 32299981 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17589136 | OtherCostOrOtherBasis |
| Depreciation | 12066713 | Depreciation |
| Book Value | 5522423 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16056 | OtherCostOrOtherBasis |
| Book Value | 16056 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 38381654 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| REAL ESTATE | 1613163 |
| CASH VALUE OF LIFE INSURANCE | 350257 |
| BENEFICIAL INTEREST IN TRUSTS | 4822433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6785853 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS & PREPAID FEES | $545,900 |
| FEDERAL ADVANCES FOR STUDENTS | $1,658,975 |
| INTEREST RATE SWAP AGREEMENTS | $298,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2503188 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 24535991 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1180103 | NetUnrealizedGainsInvestments |
| Other Revenues | 582573 | OtherRevenues |
| Revenue Not Rptd F990 | 1762676 | RevenueNotRptdF990 |
| Revenue Subtotal | 22773315 | RevenueSubtotal |
| Other Revenues Not Included | 12157422 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12157422 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 34930737 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22656480 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 582573 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 582573 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22073907 | ExpensesSubtotal |
| Other Expenses Not Included | 12157422 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12157422 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34231329 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART III, LINE 4 | DESCRIPTION OF ART COLLECTIONS | BLUFFTON UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE BLUFFTON COMMUNITY. PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUND IS DESIGNATED FOR SCHOLARSHIPS, FUTURE CAPITAL EXPANSION, AND MAINTENANCE OF CURRENT FACILITIES. |
| 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. | |
| PAGE 4, Part XI & Part XII | Line 2d | FUNDRAISING EXPENSE 9,966 COST OF GOODS SOLD 572,607 TOTAL 582,573 LINE 4 STUDENT FINANCIAL AID 12,157,422 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| QUESTION 3 | A NONDISCRIMINATORY POLICY NOTED IN TRUSTEE BYLAWS, IN BOARD APPROVED RESOLUTION AND IN LITERATURE RELATING TO ALL PROGRAMS. |
| QUESTION 6A | BLUFFTON UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | 150243 |
| Central America and the Caribbean | Program Services | 1377 |
| Middle East and North Africa | Program Services | 13768 |
| East Asia and the Pacific | Program Services | 41800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 207188 | SubtotalAmountSpent |
| Total Amount Spent | 207188 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 18648 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10233 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 8415 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2003 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 7413 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 25 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 525 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 18648 | GrossReceiptsTotal |
| Charitable Contributions Total | 10233 | CharitableContributionsTotal |
| Gross Revenue Total Events | 8415 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2003 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7413 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 25 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 525 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9966 | DirectExpenseSummaryEvents |
| Net Income Summary | -1551 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | BLUFFTON UNIVERSITY STUDENT AID PROGRAM | TypeOfGrant |
| Number Of Recipients | 1095 | NumberOfRecipients |
| Amount Of Cash Grant | 12157422 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I | Identifier |
| Return Reference | Procedures for Monitoring the use of grant funds in U.S. | ReturnReference |
| Explanation | The awarding of Financial Aid starts after a student is accepted into Bluffton University. Those students who need financial support have to file an application for Federal Student Aid. Bluffton University offers University funds, state and federal grants and student loans. Need-based financial aid grants are awarded based on the calculations from FAFSA and the resulting financial need of the students. Academic scholarships are determined at the time of acceptance and based off of high school GPA and board scores. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | James Harder | NamePerson |
| Title | President | Title |
| Base Compensation Filing Org | 148801 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 1566 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7518 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12321 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 170206 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE | Identifier |
| Return Reference | LINE 1A | ReturnReference |
| Explanation | THE PRESIDENT INVITES INDIVIDUALS TO HIS HOME AND PROVIDES A MEAL. AFTER EACH VISIT, THE PRESIDENT SUBMITS A LIST OF INDIVIDUALS WHO ATTENDED THE MEAL. THE PRESIDENT IS REIMBURSED FOR $6.00 PER PERSON, AND THE AMOUNT WILL NOT BE INCLUDED ON HIS W-2 AS THE ACCOUNTABLE RULE PLANS ARE BEING FOLLOWED. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346849674 | IssuerEIN |
| CUSIP Number | 67756EQV9 | CUSIPNumber |
| Date Issued | 2010-04-06 | DateIssued |
| Issue Price | 9000000 | IssuePrice |
| Description Of Purpose | FACILITIES AND EQUIPMENT | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 9000000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 0 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 7350000 | WorkingCapitalExpenditures |
| Capital Expenditures | 1650000 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | true | RebateNotDueYet |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 11979 | AmountOfGrant |
| Type Of Assistance | GRANT | TypeOfAssistance |
| Purpose Of Assistance | EMPLOYEE BENEFIT | PurposeOfAssistance |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 58040 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 125000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Question 32b | Identifier |
| Return Reference | NONCASH CONTRIBUTIONS | ReturnReference |
| Explanation | THE ORGANIZATION HIRES A THIRD PARTY TO SELL ANY CONTRIBUTIONS RECEIVED OF PUBLICLY TRADED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part VI, Question 2 | HANS HOUSHOWER HAS A BUSINESS RELATIONSHIP WITH SALLY WEAVER SOMMER. | |
| Part VI, Question 11 | FORM 990 IS THOROUGHLY REVIEWED BY THE ORGANIZATION'S VICE PRESIDENT OF FINANCIAL AFFAIRS AND THE BUSINESS MANAGER. FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. PRIOR TO FILING, THE GOVERNING BODY WAS PROVIDED A COMPLETE COPY OF THE 990 WITH THE EXCEPTION OF THE NAMES AND ADDRESSES IN THE CONTRIBUTOR'S LISTING. | |
| Part VI, Question 12C | A QUESTIONNAIRE IS SENT OUT ANNUALLY TO ALL OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE PERSONAL AND BUSINESS RELATIONSHIPS. THE QUESTIONNAIRES ARE REVIEWED ANNUALLY. IF A CONFLICT EXISTS RESTRICTIONS WILL BE IMPOSED ON PERSONS WITH A CONFLICT SUCH AS PROHIBITING THEM FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. | |
| Part VI, Question 15A & 15B | The president and the officers send a request to the board of directors. The board reviews the request while taking into account the university budget and the compensation figures of comparable Not-For-Profit colleges and Universities. Ultimate approval rests with the board. | |
| Part VI, Question 19 | BLUFFTON UNIVERSITY KEEPS COPIES OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON SITE AND ARE AVAILABLE UPON REQUEST. | |
| PART XI | CHANGE IN VALUE OF INTERESTS IN SPLIT-INTEREST AGREEMENTS 371,700 CHANGE IN FAIR VALUE OF DERIVATIVE CONTRACT 168,988 TOTAL $540,088 | LINE 9 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHAR RMNDR TR | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | Trust | TypeOfEntity |
| Controlled Org | false | ControlledOrg |
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