2014-01-09T16:30:27-07:00 2013-06-30 990 2012-07-01 540575812 EASTERN MENNONITE UNIVERSITY EAST 5404324000 1200 Park Road Harrisonburg VA 22802 Daryl Bert 5404324000 2014-01-09 2012 2015-11-30 17:44:51Z Loren E Swartzendruber 1200 Park Road Harrisonburg VA 22802 49111871 0 X www.emu.edu X 1917 VA University Education 19 19 1306 100 0 0 7363317 6910075 34152365 40477920 507452 869635 0 -1062 42023134 48256568 8758754 11108193 0 0 20604866 21555926 60651 57789 1492591 12498254 13786023 41922525 46507931 100609 1748637 75783599 76642592 26210006 23572833 49573593 53069759 A leader among faith-based universities, Eastern Mennonite University emphasizes peace-building, creation care, experiential learning, and cross cultural engagement. Founded in 1917 in Harrisonburg, Virginia, EMU is an educational institution of Mennonite Church USA. EMU serves students in diverse religious and cultural backgrounds and confers undergraduate, graduate, and seminary degrees. EMU educates students to serve and lead in a global context. Our Christian community challenges students to pursue their life calling through scholarly inquiry, artistic creation, guided practice, and life-changing cross-cultural encounters. We invite each person to follow Christ's call to bear witness to faith, and walk boldly in the way of nonviolence and peace. 0 0 37290683 11108193 40477920 Higher Education: Establish, maintain and conduct non-profit undergraduate and graduate educational programs for the Mennonite Church and the general public. Over 1500 students enrolled and additional persons were served through non-credit seminars. 0 0 0 37290683 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 1 2576 0 1 1306 1 0 1 CA 0 0 1 1 1 1 0 0 0 0 X 19 19 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Daryl Bert 5404324000 1200 Park Road Harrisonburg VA 22802 Andrew Dula 4 0 X X 0 0 0 Charlotte Hunsberger 2 0 X 0 0 0 Clyde Kratz 2 0 X 0 0 0 Myron Blosser 2 0 X 0 0 0 John Bomberger 2 0 X 0 0 0 Evon Bergey 2 0 X 0 0 0 Herman Bontrager 2 0 X 0 0 0 Janet Breneman 2 0 X 0 0 0 Kevin Longenecker 2 0 X X 0 0 0 Amy Rush 2 0 X 0 0 0 Robert Steury 2 0 X 0 0 0 Anne Kaufman Weaver 2 0 X X 0 0 0 Gerald Horst 2 0 X 0 0 0 Wilma Bailey 2 0 X 0 0 0 Dannie Otto 2 0 X 0 0 0 Kathleen Nussbaum 2 0 X X 0 0 0 Shana Peachey Boshart 2 0 X 0 0 0 Randall Bowman 2 0 X 0 0 0 Jeffrey Shank 2 0 X 0 0 0 Loren Swartzendruber 60 0 X 165463 0 76088 Fred Kniss 50 0 X 110100 0 13267 Daryl Bert 50 0 X 106970 0 15350 Kirk Shisler 50 0 X 99781 0 14818 Luke Hartman 50 0 X 94435 0 15157 Kenneth Nafziger 50 0 X 79241 0 13273 Michael King 50 0 X 107090 0 19116 Nancy Heisey 50 0 X 96774 0 14855 P David Glanzer 50 0 X 77533 0 13840 Twila Yoder 50 0 X 51545 0 11314 988932 0 207078 4 0 1 0 Pioneer College Caterers Inc 303 Glenrose Ave Nashville TN 37210 Food Services 1538938 Harman Construction Inc 1024 Pleasant Valley Road Harrisonburg VA 22801 Construction 600031 MTS Travel 124 East Main Street Ephrata PA 17522 Travel Services 298677 Jenzabar PO Box 55018 Boston MA 02205 IT Services 126554 LML Custom LLC 1380 New Hope Rd Staunton VA 24401 Printing Services 123249 7 0 0 22020 0 960290 5927765 0 6910075 Educational Services 611310 35594237 35594237 0 0 Auxiliary Services 611710 4883683 4883683 0 0 0 0 0 0 40477920 606508 0 0 606508 0 0 0 0 0 0 0 0 0 0 1075984 28900 830652 11105 245332 17795 263127 0 0 263127 12484 22020 13546 -1062 0 -1062 0 48256568 40477920 0 868573 0 0 11108193 11108193 0 0 0 0 833414 235029 547289 51096 0 0 0 0 16042410 12154797 3022044 865569 806676 592242 173059 41375 2713012 1909088 640489 163435 1160414 853966 247319 59129 0 0 0 0 17381 2585 14796 0 37950 0 37950 0 0 0 0 0 57789 57789 220314 0 220314 0 1022978 722213 264073 36692 261129 201855 53755 5519 1630261 1243005 306380 80876 282514 39924 242590 0 450 450 0 0 1394074 329154 1064890 30 2564227 2357251 91375 115601 0 0 0 0 134123 89165 41446 3512 560780 549121 11659 0 75854 0 75854 0 2386750 2170995 215755 0 176775 43159 133616 0 Food Service 1445769 1445769 0 0 Memberships & Journals 148159 66208 79494 2457 Program & Misc Instruction 825782 825782 0 0 Purchases for Resale 213688 213688 0 0 387065 137044 240510 9511 46507931 37290683 7724657 1492591 562058 1118602 0 0 3043053 2900178 1679825 1978714 0 0 0 0 4481506 4240966 75901 85897 627735 341542 77941213 36980671 42008199 40960542 21972322 23783151 1333000 1233000 0 0 0 0 0 0 75783599 76642592 1886910 1674198 0 0 1282901 1528376 14760000 14120000 0 0 0 0 2173952 671430 265435 154500 5840808 5424329 26210006 23572833 X 22300765 24353792 12953303 15163413 14319525 13552554 49573593 53069759 75783599 76642592 X 1748637 1412606 0 0 0 334923 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 250 0 1 23213 1 500 0 0 23963 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 University faculty, staff and students participate in an annual effort of private colleges and universities in Virginia to promote support for the Virginia Tuition Assistance Grant (VTAG) among Virginia state legislators in Richmond. A University staff member accompanies two or three students to visit with legislators in their offices. The total estimated staff cost, travel and supplies for this effort is $750 annually. The University is a member of the Council of Independent Colleges, Council of Independent Colleges in Virginia (CICV), and the National Association of Independent Colleges and Universities (NAICU). A portion of the activities of the organizations involves lobbying on higher education issues. Membership dues to these organizations totaled $23,213 in the tax year. 0 126687 0 0 X X 0 19495361 356409 2096743 345826 510751 0 21091936 20239880 368903 -275030 330935 507457 0 19495361 16472059 280000 4277065 315264 473980 0 20239880 14882988 700120 1722948 333119 500878 0 16472059 21632206 1010903 -6848566 371004 540551 0 14882988 0.05 0.57 0.38 1 0 1199963 0 1199963 53931420 0 20158751 33772669 0 0 0 0 10939929 0 8137215 2802714 11869901 0 8684705 3185196 40960542 0 US Government advances for student loans 3864340 Annuity and life income obligations 226031 Pensions and other postretirement benefits 417600 Derivative contract liability 916358 5424329 38675591 1412606 0 0 334923 1747529 36928062 220313 11108193 11328506 48256568 35179424 0 0 0 0 0 35179424 220314 11108193 11328507 46507931 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The University operates and maintains the Menno Simons Historical Library (MSHL). The purpose of the MSHL is to collect, preserve, and make available for study and research the recorded history, doctrines, life and arts of Anabaptist and Mennonite groups. The library also collects materials on Shenandoah Valley history, culture, and genealogy. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Intended use of endowment funds are to provided funding for student financial aid and for the various educational programs of the University. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Unrealized gain on interest rate swap: $334,923 SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Student financial aid reported as a reduction of gross revenue on financial statements: $11,328,506 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Student financial aid reported as a reduction of gross revenue on financial statements: $11,108,193 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 The University draws students from a large geographic area. Print and broadcast media are used in a very limited way to reach potential students. When utilized, a non-discriminatory policy statement is included as it is in all publications and brochures used in solicitation of students. SchE_P01_S00_L05 Schedule E, Part I, Line 5 One of the University's programs of student financial assistance is available only to persons who self-identify as African-American, Hispanic, Asian, or Native American. The purpose of the program is to assist in recruiting and retaining students that bring racial and cultural diversity to the University community. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The University participates in the Federal Supplemental Educational Opportunity Grant (FSEOG) and the Federal Work Study program (FWS). These programs provide funding to the University for awarding to students. The University also serves as a conduit for federal Pell grants, Virginia Tuition Assistance Grants (VTAG), and other federal and state programs that provide assistance to the University's student population. 1 Sub-Saharan Africa 0 0 Program Services Travel/study abroad program for undergrad students. 228492 Middle East and North Africa 0 0 Program Services Travel/study abroad program for undergrad students. 436469 Central America and the Caribbean 0 0 Program Services Travel/study abroad program for undergrad students. 280140 East Asia and the Pacific 0 0 Program Services Travel/study abroad program for undergrad students. 322551 South America 0 0 Program Services Travel/study abroad program for undergrad students. 87246 Central America and the Caribbean 0 0 Program Services Travel/study abroad program for undergrad students. 89240 South Asia 0 0 Program Services Travel/study abroad program for undergrad students. 60097 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel/study abroad program for undergrad students. 25254 Middle East and North Africa 0 0 Program Services Travel/study abroad program for graduate students. 30977 Middle East and North Africa 0 0 Program Services Travel/study abroad program for graduate students. 28360 Sub-Saharan Africa 0 0 Program Services Women's Peacebuilding Leadership Program 42265 0 0 1631091 Central America and the Caribbean Training and creating a trauma resilience program in Haiti as a response to the earthquake in 2010. 244475 Wire Transfer 0 0 0 0 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 The University receives periodic financial reports and statements form the grantee for disbursement of funds. X X X X X X X 1 The Virginia College Fund 4900 August Ave Ste 101 Richmond VA 23230 The Virginia College Fund solicits contributions from Virginia businesses and individuals on behalf of five private colleges located in Virginia. 1 137785 57958 79827 137785 57958 79827 Florida Golf Tournament 6416 3021 3395 0 0 4122 0 0 0 Loyal Royals Golf Tournament 20878 14784 6094 0 0 3265 1056 0 991 1 7210 4215 2995 1000 0 2173 711 0 228 34504 22020 12484 1000 0 9560 1767 0 1219 13546 -1062 1 Student Financial Assistance 1400 11108193 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 EMU awards student financial assistance grants & scholarships to eligible students. Use of funds are monitored by the EMU Financial Aid Department and tracked by applying the aid to the student account to offset charges for tuition and fees. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Loren Swartzendruber 157128 0 0 0 8334 0 23600 0 52488 0 241550 0 23600 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University reimburses ordained employees that are treated as self-employed for social security tax purposes at an amount calculated to equal FICA tax that would have been paid if the employee were not treated as self-employed. Housing Allowance - The President of the University received provided campus housing valued at $30,000 per year as part of the compensation package. Club Dues - The President of the University is provided a club membership that is used for business purposes. Non-business use of the club, if any, is reported as taxable income. A IDA of the Town of Broadway VA 542028957 2008-11-18 10000000 Construct and equip residence hall 0 0 0 B IDA of the Town of Broadway VA 542028957 2010-05-01 6000000 Remodel residence halls 0 0 0 A 0 2586023 10000000 0 0 0 98449 0 0 6315528 0 0 2009 1 0 1 1 B 0 0 6000000 0 0 0 46533 0 0 5953467 0 0 2011 0 0 1 1 A 0 0 0 0 0 0 0 1 0 1 B 0 0 0 0 0 0 0 1 0 1 A 0 0 1 0 1 1 Wells Fargo 10 0 0 0 0 1 B 0 0 1 0 1 0 0 0 1 A 1 B 1 EMU Students Dependents of Board Members, Officers 82000 Academic Scholarships Academic Scholarships EMU Students Dependents of Board Members, Officers 17268 Academic Grants Academic Grants EMU Students Dependents of Board Members, Officers 56186 Tuition Discounts Tuition Discounts X 10 304875 Market X Musical Instruments 1 5000 Experts X Misc Gifts in Kind 4 5958 Expert 0 0 1 0 F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The University bylaws provide that Mennonite Education Agency "shall appoint approximately three-fourths of the trustees". F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b The University bylaws provide that the President of the University is appointed by the Mennonite Education Agency and the University's Board of Trustees. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Form 990 is provided to trustees and the Finance & Audit Committee electronically for review prior to filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Trustees and officers are required to complete a conflict of interest questionnaire annually that is reviewed by the University audit committee. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Board of Trustees annually reviews and sets the compensation level of the University President using comparative survey information from the Council of Christian Colleges and Universities, and Mennonite Education Agency. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Organizing documents, conflict of interest policy, and financial statements are provided to the public upon request. F990_P11_S00_L09 Form 990, Part XI, Line 9 Unrealized gain on interest rate swap: $334,923 Mennonite Education Agency 63846 County Road 35 Suite 1 Goshen IN 46528 231583641 Management and promotion of educational programs for the Mennonite church. IN 501(c)(3) 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Mennonite Education Agency c 49707 Mennonite Education Agency p 75854