URBANA UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- URBANA UNIVERSITY (EIN 34-4427951)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-07
- IRS object ID
- 201420979349300637
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-07T18:12:30-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310800053 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 E MAIN STREET SUITE 500 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | OH | State |
| ZIP Code | 45502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344427951 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBANA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | URBA | NameControl |
| Phone | 9374841390 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 579 COLLEGE WAY | AddressLine1 |
| City | URBANA | City |
| State | OH | State |
| ZIP Code | 43078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN ANGLEA | Name |
| Title | CFO | Title |
| Phone | 9374841395 | Phone |
| Date Signed | 2014-04-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW SHROYER | Name |
| PTIN | P00737986 | PTIN |
| Phone | 9373992000 | Phone |
| Date Prepared | 2014-04-07 | DatePrepared |
| 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 KIRK E PETERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 579 COLLEGE WAY | AddressLine1 |
| City | URBANA | City |
| State | OH | State |
| ZIP Code | 43078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26965872 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.URBANA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1850 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO OFFER A LIBERAL ARTS EDUCATION IN A SMALL COLLEGE ENVIRONMENT EMPHASIZING STUDENT LEARNING THROUGH INDIVIDUAL ATTENTION, EXCELLENCE IN INSTRUCTION, CAREER-ORIENTED PROGRAMS, AND CRITICAL REFLECTION ON MORAL AND ETHICAL VALUES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 429 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | 4424 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1711 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2984159 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4319361 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21397387 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22339808 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 28782 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27045 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 145487 | OtherRevenuePriorYear |
| Other Revenue Current Year | 279658 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24555815 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26965872 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8360957 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10640244 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8635885 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9039451 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 365130 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8133061 | OtherExpensePriorYear |
| Other Expenses Current Year | 9217066 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25129903 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28896761 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -574088 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1930889 | RevenuesLessExpensesCY |
| Total Assets BOY | 26055506 | TotalAssetsBOY |
| Total Assets EOY | 25049044 | TotalAssetsEOY |
| Total Liabilities BOY | 21349413 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22323155 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4706093 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2725889 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS AN INDEPENDENT LIBERAL ARTS INSTITUTION, URBANA UNIVERSITY'S STRENGTH LIES IN ITS QUALITY FACULTY, STUDENTS, AND CURRICULUM SUPPORTED BY STRONG STUDENT SERVICES.URBANA UNIVERSITY PREPARES STUDENTS FOR A LIFETIME OF LEADERSHIP AND SERVICE TO SOCIETY THROUGH EXCELLENT CLASSROOM INSTRUCTION, REAL WORLD EXPERIENCES, COMMUNITY PARTNERSHIPS, AND TECHNOLOGY.IT IS THE MISSION OF URBANA UNIVERSITY TO OFFER A LIBERAL ARTS EDUCATION IN A SMALL COLLEGE ENVIRONMENT EMPHASIZING STUDENT LEARNING THROUGH INDIVIDUAL ATTENTION, EXCELLENCE IN INSTRUCTION, CAREER-ORIENTED PROGRAMS, AND CRITICAL REFLECTION ON MORAL AND ETHICAL VALUES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26432130 | Expense |
| Grants | 10640244 | Grants |
| Revenue | 22615042 | Revenue |
| Description | HIGHER EDUCATION - APPROXIMATELY 1,500 STUDENTS IN FIVE COLLEGES (BUSINESS, ARTS AND SCIENCE, EDUCATIONAL AND SPORTS STUDIES, NURSING AND ALLIED HEALTH, AND SOCIAL AND BEHAVIORAL SCIENCES), FIVE OFF-CAMPUS SITES (DAYTON, SPRINGFIELD, PIQUA, BELLEFONTAINE AND TROY), AND FOUR GRADUATE PROGRAMS (BUSINESS, CRIMINAL JUSTICE, NURSING AND EDUCATION). | Description |
| Total Program Service Expense | 26432130 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 429 | 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 | 0 | QuidProQuoContributions |
| 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 | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 0 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN ANGLEA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9374841395 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 579 COLLEGE WAY | AddressLine1 |
| City | URBANA | City |
| State | OH | State |
| ZIP Code | 430782091 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR STEVEN POLSLEY | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| JEFF DARDING | ||||||
| TRUSTEE (PART YEAR) | 1.00 | X | 0 | 0 | 0 | |
| CHARLES L SWEETING | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| HERBERT C GREER | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| ELIZABETH V COFFMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL CONRAD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RON DODSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANK G DOYLE III | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PATRICK FIELD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM L FRAIM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH HILL GRIMES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT G HARRISON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THAN JOHNSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TONY JOY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR GARY J LAU | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DIANE E MCCONNELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL MAJOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEN MARSENBURG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALLEN R MAURICE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL G MINNICH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BEN MITCHELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEROME O'NEAL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KAY RICH SLESINGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVE ROSS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM RUE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WARREN STEVENS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRUCE STEVENSON | ||||||
| TRUSTEE (PART YEAR) | 1.00 | X | 0 | 0 | 0 | |
| JOHN L TITUS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES WEHRMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM N WHITE | ||||||
| TRUSTEE (PART YEAR) | 1.00 | X | 0 | 0 | 0 | |
| CHARLES E WINTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN JONES | ||||||
| PRESIDENT (PART YEAR) | 40.00 | X | 277007 | 0 | 27263 | |
| BARBARA STEWART | ||||||
| CFO | 40.00 | X | 94449 | 0 | 13218 | |
| KIRK PETERSON | ||||||
| VP ACADEMIC AFFAIRS/INTERIM PRESIDENT | 40.00 | X | 108476 | 0 | 23113 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 479932 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 63594 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO FOOD SERVICES | |||||
| 9801 WASHINGTON BLVD | GAITHERSBURG | MD | 20878 | FOOD SERVICE PROVIDER | 836673 |
| SODEXO CAMPUS SERVICES | |||||
| 9801 WASHINGTON BLVD | GAITHERSBURG | MD | 20878 | PHYSICAL PLANT SERVICE PROVIDER | 715818 |
| NETGAIN | |||||
| 484 E MIAMI STREET | DEGRAFF | OH | 43318 | IT SERVICES | 364534 |
| COMCOURSE | |||||
| 1101 PACIFIC AVENUE SUITE 250 | SANTA CRUZ | CA | 95060 | ONLINE CLASSES | 191717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 79300 | RelatedOrganizations |
| Government Grants | 3489682 | GovernmentGrants |
| All Other Contributions | 750379 | AllOtherContributions |
| Total Contributions | 4319361 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION/FEES | 611600 | 18907362 | 18907362 |
| AUXILIARY SERVICES INC | 611600 | 3432446 | 3432446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22339808 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25885 | TotalRevenueColumn |
| Exclusion | $25,885 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1160 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1160 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1160 | TotalRevenueColumn |
| Exclusion | $1,160 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 279658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 275234 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4424 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 279658 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26965872 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22615042 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4424 | UnrelatedBusinessRevenue |
| Exclusion | $27,045 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10640244 | Total |
| Program Services | 10640244 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565645 | Total |
| Program Services | 489283 | ProgramServices |
| Management And General | 65049 | ManagementAndGeneral |
| Fundraising | 11313 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6281083 | Total |
| Program Services | 5433136 | ProgramServices |
| Management And General | 722325 | ManagementAndGeneral |
| Fundraising | 125622 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223959 | Total |
| Program Services | 193725 | ProgramServices |
| Management And General | 25755 | ManagementAndGeneral |
| Fundraising | 4479 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1471314 | Total |
| Program Services | 1272687 | ProgramServices |
| Management And General | 169201 | ManagementAndGeneral |
| Fundraising | 29426 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497450 | Total |
| Program Services | 430294 | ProgramServices |
| Management And General | 57207 | ManagementAndGeneral |
| Fundraising | 9949 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2155585 | Total |
| Program Services | 1864581 | ProgramServices |
| Management And General | 247892 | ManagementAndGeneral |
| Fundraising | 43112 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80499 | Total |
| Program Services | 69632 | ProgramServices |
| Management And General | 9257 | ManagementAndGeneral |
| Fundraising | 1610 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524101 | Total |
| Program Services | 453347 | ProgramServices |
| Management And General | 60272 | ManagementAndGeneral |
| Fundraising | 10482 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902622 | Total |
| Program Services | 780768 | ProgramServices |
| Management And General | 103802 | ManagementAndGeneral |
| Fundraising | 18052 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420833 | Total |
| Program Services | 364020 | ProgramServices |
| Management And General | 48396 | ManagementAndGeneral |
| Fundraising | 8417 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 749249 | Total |
| Program Services | 648100 | ProgramServices |
| Management And General | 86164 | ManagementAndGeneral |
| Fundraising | 14985 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1476746 | Total |
| Program Services | 1277385 | ProgramServices |
| Management And General | 169826 | ManagementAndGeneral |
| Fundraising | 29535 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415366 | Total |
| Program Services | 359292 | ProgramServices |
| Management And General | 47767 | ManagementAndGeneral |
| Fundraising | 8307 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES AND EQUIPMENT | 380593 | 329213 | 43768 | 7612 |
| ACCREDITATION | 3859 | 3338 | 444 | 77 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2107613 | Total |
| Program Services | 1823085 | ProgramServices |
| Management And General | 242376 | ManagementAndGeneral |
| Fundraising | 42152 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28896761 | Total |
| Program Services | 26432130 | ProgramServices |
| Management And General | 2099501 | ManagementAndGeneral |
| Fundraising | 365130 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1102075 | BOY |
| EOY | 1045725 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1203358 | BOY |
| EOY | 1848050 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1016198 | BOY |
| EOY | 612164 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2570585 | BOY |
| EOY | 2580974 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1344199 | BOY |
| EOY | 1213369 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3430 | BOY |
| EOY | 9017 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12195 | BOY |
| EOY | 27680 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33977211 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16665386 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18412958 | BOY |
| EOY | 17311825 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171239 | BOY |
| EOY | 198507 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219269 | BOY |
| EOY | 201733 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26055506 | BOY |
| EOY | 25049044 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628510 | BOY |
| EOY | 2814150 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 940985 | BOY |
| EOY | 752081 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4980000 | BOY |
| EOY | 4915000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162634 | BOY |
| EOY | 161291 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12922911 | BOY |
| EOY | 13065345 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714373 | BOY |
| EOY | 615288 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21349413 | BOY |
| EOY | 22323155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3236600 | BOY |
| EOY | 1556178 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1298254 | BOY |
| EOY | 971204 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171239 | BOY |
| EOY | 198507 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4706093 | BOY |
| EOY | 2725889 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26055506 | BOY |
| EOY | 25049044 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1930889 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 21557 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -70872 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Consolidated | X | FinancialStatementConsolidated |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1574324 | BeginningOfYearBalance |
| Contributions | 17143 | Contributions |
| Investment Earnings Or Losses | 36054 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 38520 | GrantsOrScholarships |
| End Of Year Balance | 1589001 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1489881 | BeginningOfYearBalance |
| Contributions | 93516 | Contributions |
| Investment Earnings Or Losses | 8315 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17388 | GrantsOrScholarships |
| End Of Year Balance | 1574324 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1474770 | BeginningOfYearBalance |
| Contributions | 7287 | Contributions |
| Investment Earnings Or Losses | 41725 | InvestmentEarningsOrLosses |
| Other Expenditures | 33901 | OtherExpenditures |
| End Of Year Balance | 1489881 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1464988 | BeginningOfYearBalance |
| Contributions | 13891 | Contributions |
| Investment Earnings Or Losses | 42302 | InvestmentEarningsOrLosses |
| Other Expenditures | 46411 | OtherExpenditures |
| End Of Year Balance | 1474770 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1587426 | BeginningOfYearBalance |
| Contributions | 5266 | Contributions |
| Investment Earnings Or Losses | -457 | InvestmentEarningsOrLosses |
| Other Expenditures | 127247 | OtherExpenditures |
| End Of Year Balance | 1464988 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.74760 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.12490 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12750 | 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 | 260900 | OtherCostOrOtherBasis |
| Book Value | 260900 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25129955 | OtherCostOrOtherBasis |
| Depreciation | 10870283 | Depreciation |
| Book Value | 14259672 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6053232 | OtherCostOrOtherBasis |
| Depreciation | 4614840 | Depreciation |
| Book Value | 1438392 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2533124 | OtherCostOrOtherBasis |
| Depreciation | 1180263 | Depreciation |
| Book Value | 1352861 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17311825 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE | $34,026 |
| OBLIGATION UNDER INTEREST RATE SWAP | $508,781 |
| DUE TO URBANA UNIVERSITY FOUNDATION | $72,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 615288 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | URBANA UNIVERSITY MAINTAINS AND HOLDS FUNDS ON BEHALF OF VARIOUS STUDENT AND ON-CAMPUS ORGANIZATIONS. | |
| PART V, LINE 4: | FINANCIAL AID WE WORK WITH STUDENTS AND THEIR FAMILIES TO MAKE AN URBANA UNIVERSITY EDUCATION MORE AFFORDABLE. SCHOLARSHIPS, GRANTS, WORK-STUDY JOBS AND LOANS HELP STUDENTS DEFRAY THE COST OF A COLLEGE EDUCATION. IN FACT, MORE THAN 90% OF ALL URBANA UNIVERSITY STUDENTS RECEIVE SOME TYPE OF FINANCIAL ASSISTANCE. OUR FINANCIAL ASSISTANCE PROGRAM ENSURES THAT OUR FIRST PRIORITY IS TO OUR STUDENTS. THE STAFF IN THE FINANCIAL AID OFFICE UNDERSTAND THAT A COLLEGE EDUCATION IS A BIG INVESTMENT; WE WORK WITH OUR STUDENTS TO ASSIST THEM ON THEIR WAY TOWARD A PROFESSIONAL CAREER. SCHOLARSHIPS, TUITION, & FEES URBANA UNIVERSITY IS AN OUTSTANDING VALUE FOR THOSE STUDENTS SEEKING POSTSECONDARY EDUCATION FROM A PRIVATE UNIVERSITY AND IS RANKED AS ONE OF THE MOST AFFORDABLE PRIVATE UNIVERSITIES IN OHIO. WE OFFER OUR STUDENTS A VARIETY OF SCHOLARSHIP OPPORTUNITIES THROUGH ACADEMIC MERIT, THE PERFORMING ARTS AND ATHLETIC PROGRAM. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | ACCOUNTING FOR UNCERTAINTY FOR INCOME TAXES: THE UNIVERSITY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THOSE PROVISIONS CLARIFY THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN UNIVERSITY'S ANNUAL REPORTING RETURNS. THE UNIVERSITY'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE TAXING AUTHORITIES. OPEN AUDIT PERIODS ARE 2009 - 2011. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS THE UNIVERSITY HAS DETERMINED IT DOES NOT HAVE UNRELATED BUSINESS INCOME SUBJECT TO TAXATION OR ANY UNCERTAIN TAX POSITIONS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
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 | 1 | 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 NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | COMMUNICATED IN LITERATURE TO STUDENTS AND PROSPECTIVE STUDENTS AS THEY ARE RECRUITED TO ATTEND URBANA UNIVERSITY. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY RECEIVES FUNDS FROM THE STUDENT FINANCIAL AID CLUSTER, AID FOR FEDERAL PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL WORK/STUDY PROGRAMS, AND THE PERKINS LOAN PROGRAM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STATE GRANTS | 356 | 713034 |
| FEDERAL GRANTS | 599 | 2378589 |
| URBANA UNIVERSITY SCHOLARSHIPS | 738 | 7281218 |
| ENDOWMENT SCHOLARSHIPS | 58 | 97446 |
| PRIVATE DONOR SCHOLARSHIPS | 111 | 169957 |
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 STUDENT FINANCIAL SERVICES OFFICE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNTS OF GRANTS AND SCHOLARSHIPS INCLUDING ELIGIBILITY AND SELECTION CRITERIA. THIS OFFICE ENSURES THAT FUNDS ARE PROPERLY CREDITED TO STUDENT ACCOUNTS AND MONITORS STUDENTS' CONTINUING ELIGIBILITY TO RECEIVE FINANCIAL ASSISTANCE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN JONES | NamePerson |
| Title | PRESIDENT (PART YEAR) | Title |
| Base Compensation Filing Org | 277007 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 16729 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10534 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 304270 | 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) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE UNIVERSITY PROVIDES THE UNIVERSITY PRESIDENT A HOUSING ALLOWANCE. THE VALUE OF THIS BENEFIT IS INCLUDED IN THE PRESIDENT'S TOTAL COMPENSATION. | 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 | STATE OF OHIO - THE OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346849674 | IssuerEIN |
| CUSIP Number | 67756AWQ1 | CUSIPNumber |
| Date Issued | 2006-06-29 | DateIssued |
| Issue Price | 5430000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF A NEW STUDENT RESIDENCE HALL ON CAMPUS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 5430000 | AmountRetired |
| Amount In Reserve Fund | 34970 | AmountInReserveFund |
| Issuance Costs From Proceeds | 225985 | IssuanceCostsFromProceeds |
| Capital Expenditures | 4875000 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PATRICK FIELD | |||
| URBANA UNIVERSITY TRUSTEE | 163852 | SHAREHOLDER OF WALLACE AND TURNER INSURANCE AGENCY - PROVIDER OF UNIVERSITY INSURANCE. | 0 |
| MICHAEL MINNICH | |||
| URBANA UNIVERSITY TRUSTEE | 427037 | OWNER OF NETGAIN, INC., PROVIDER OF INFORMATION TECHNOLOGY SERVICES FOR THE UNIVERSITY. | 0 |
| CHARLES SWEETING | |||
| URBANA UNIVERSITY TRUSTEE | 10186 | OWNER OF SWEETING TIRE, PROVIDER OF AUTOMOTIVE SERVICES FOR THE UNIVERSITY | 0 |
| (no name) | |||
| 0 | |||
| (no name) | |||
| 0 | |||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | FORM 990, PAGE 6, PART VI, LINE 8B: MINUTES ARE NOT KEPT FOR UNIVERSITY BOARD COMMITTEE MEETINGS. IF ITEMS REQUIRE ACTION, A MOTION IS PRESENTED AND PASSED DURING THE COMMITTEE MEETING. THE MOTIONS ARE THEN PRESENTED AT THE NEXT FULL BOARD MEETING BY THE COMMITTEE CHAIR AND PASSED ACCORDINGLY. THE MOTIONS WOULD THEN BE PRESENTED IN THE MINUTES OF THE APPROPRIATE FULL BOARD MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990, PART VI, LINE 10: FORM 990 IS FORWARDED VIA ELECTRONIC MAIL OR U.S. MAIL TO EACH BOARD MEMBER FOR HIS/HER REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990 IS ALSO REVIEWED AND DISCUSSED BY THE EXECTUTIVE COMMITTEE AND/OR THE FINANCE COMMITTEE PRIOR TO FILING. EACH COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD TO DIRECT THE CFO TO FILE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN THE BOARD OF TRUSTEES BECOMES AWARE OF ISSUES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY, AT TIMES THROUGH AN INDEPENDENT CONSULTANT, PERFORMS A MARKET ASSESSMENT TO ESTABLISH COMPETITIVE WAGE RATES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | REQUESTS FOR A COPY OF THE FORM 990 FOR ANY FISCAL YEAR MAY BE MADE BY TELEPHONE, ELECTRONIC MAIL, U.S. MAIL OR IN PERSON. REQUESTS WILL BE HONORED WITHIN 5 WORKING DAYS. A NOMINAL FEE MAY BE CHARGED TO COVER THE COST OF COPYING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MAY BE REQUESTED BY TELEPHONE, ELECTRONIC MAIL, U.S. MAIL OR IN PERSON. REQUESTS WILL BE HONORED WITHIN 5 WORKING DAYS. A NOMINAL FEE MAY BE CHARGED. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 160,028. PRIOR-YEAR ASSETS RESTATED AS ACCOUNTS PAYABLE -230,900. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | URBANA UNIVERSITY DID NOT CHANGE ITS AUDIT PROCESS DURING THE TAX YEAR. THE SAME INDEPENDENT ACCOUNTING FIRM PERFORMED THE AUDITS IN BOTH 2012 AND 2013. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBANA UNIVERSITY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 579 COLLEGE WAY | AddressLine1 |
| City | URBANA | City |
| State | OH | State |
| ZIP Code | 43078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311607087 | EIN |
| Primary Activities | TO PROVIDE SCHOLARSHIPS | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11 - TYPE II | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBANA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBANA UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 79300 | AmountInvolved |
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