UNIVERSITY OF MOUNT UNION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF MOUNT UNION (EIN 34-0714687)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-04-30
IRS object ID: 201431209349300958
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	2014-04-30T13:46:28-05:00	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	340714687	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF MOUNT UNION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% PATRICK D HEDDLESTON	InCareOfName
Name Control	UNIV	NameControl
Phone	3308236564	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1972 CLARK AVE	AddressLine1
Address Line2	Suite	AddressLine2
City	ALLIANCE	City
State	OH	State
ZIP Code	44601	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Patrick D Heddleston	Name
Title	VP for Business Affairs	Title
Phone	3308236564	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	PATRICK D HEDDLESTON	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1972 CLARK AVE	AddressLine1
City	ALLIANCE	City
State	OH	State
ZIP Code	44601	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	146859868	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.mountunion.edu	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1846	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	WITH 58 MAJORS AND MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	35	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	33	NbrIndependentVotingMembers
Total Nbr Employees	1885	TotalNbrEmployees
Total Nbr Volunteers	144	TotalNbrVolunteers
Total Gross UBI	49397	TotalGrossUBI
Net Unrelated Business Txbl Income	-3236	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	8070181	ContributionsGrantsPriorYear
Contributions Grants Current Year	8483007	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	67291445	ProgramServiceRevenuePriorYear
Program Service Revenue CY	70162878	ProgramServiceRevenueCY
Investment Income Prior Year	1399290	InvestmentIncomePriorYear
Investment Income Current Year	7754549	InvestmentIncomeCurrentYear
Other Revenue Prior Year	31430	OtherRevenuePriorYear
Other Revenue Current Year	84466	OtherRevenueCurrentYear
Total Revenue Prior Year	76792346	TotalRevenuePriorYear
Total Revenue Current Year	86484900	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	23061302	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	24317598	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	29647288	SalariesEtcPriorYear
Salaries Etc Current Year	31015462	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	1949086	TotalFundrsngExpCurrentYear
Other Expense Prior Year	21518620	OtherExpensePriorYear
Other Expenses Current Year	23304689	OtherExpensesCurrentYear
Total Expenses Prior Year	74227210	TotalExpensesPriorYear
Total Expenses Current Year	78637749	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2565136	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	7847151	RevenuesLessExpensesCY
Total Assets BOY	279576731	TotalAssetsBOY
Total Assets EOY	296243633	TotalAssetsEOY
Total Liabilities BOY	47904544	TotalLiabilitiesBOY
Total Liabilities EOY	49140328	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	231672187	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	247103305	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE UNIVERSITY AFFIRMS THE INSTITUTION'S MISSION TO PREPARE STUDENTS FOR FULFILLING LIVES, MEANINGFUL WORK AND RESPONSIBLE CITIZENSHIP. WITH 58 MAJORS AND MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	56482283	Expense
Grants	24317598	Grants
Revenue	55996968	Revenue
Description	THE LARGEST PROGRAM SERVICE IS UNDERGRADUATE EDUCATION. BACHELOR'S DEGREES IN ARTS, MUSIC, MUSIC EDUCATION AND SCIENCE ARE OFFERED. THERE ARE 58 MAJORS INCLUDING BUSINESS ADMINISTRATION, EDUCATION AND SPORTS BUSINESS. THE TOTAL UNDERGRADUATE ENROLLMENT FOR FALL 2012 WAS 2175 STUDENTS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	12858383	Expense
Revenue	13849568	Revenue
Description	AUXILIARY SERVICES IS ONE OF THE LARGEST PROGRAM SERVICES WHICH INCLUDES HOUSING STUDENTS AND PROVIDING CONTRACTED FOOD SERVICES. MOUNT UNION ALSO OWNS AND OPERATES A BOOKSTORE WHICH PROVIDES BOOKS AND APPAREL FOR STUDENTS.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	2160222	Expense
Revenue	266945	Revenue
Description	INTERCOLLEGIATE ATHLETICS IS A PROGRAM SERVICE THAT IS OFFERED TO OUR STUDENTS. WE HAVE 23 DIFFERENT MEN'S AND WOMEN'S TEAMS AVAILABLE UNDER THE AUTHORITY OF THE NCAA DIVISION III. IN THE 2012 YEAR, 842 STUDENTS COMPETED IN AT LEAST ONE SPORT AND THE UNIVERSITY HAS A STEEP TRADITION IN THE OHIO ATHLETIC CONFERENCE, THE THIRD OLDEST ATHLETIC CONFERENCE IN THE COUNTRY. MANY OF OUR ATHLETIC TEAMS ARE VERY COMPETITIVE, BOTH WITHIN THE OAC AND ON A NATIONAL STAGE. PROGRAM EXPENSES WITHIN INTERCOLLEGIATE ATHLETICS REPRESENTS COMPENSATION FOR COACHES AND TEAM EXPENSES, WHILE REVENUE ONLY ENCOMPASSES TICKET SALES. AS A DIVISION III SCHOOL, MOUNT UNION OFFERS NO ATHLETIC SCHOLARSHIPS, ALLOWING OUR STUDENTS TO PARTICIPATE IN INTERCOLLEGIATE ATHLETICS AS AN EXTENSION OF THEIR OVERALL LIVING AND LEARNING EXPERIENCE.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	71500888	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	false	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	false	FundraisingActivities
Gaming	true	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	true	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	true	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	150	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	1885	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
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	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	35	NbrVotingGoverningBodyMembers
Number Independent Voting Members	33	NumberIndependentVotingMembers
Family Or Business Relationship	false	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	true	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
States Where Copy Of Return Is Filed	AK	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	PATRICK D HEDDLESTON	NamePerson
Telephone Number	3308236572	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1972 CLARK AVE	AddressLine1
City	ALLIANCE	City
State	OH	State
ZIP Code	44601	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (46 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
AARON SWARTZ
TRUSTEE	1.0	X	0	0	0
DANIEL KELLER
TRUSTEE	1.0	X	0	0	0
E KARL SCHNEIDER
TRUSTEE	1.0	X	0	0	0
EDWARD KOLESAR
TRUSTEE	1.0	X	0	0	0
FRED HAUPT
TRUSTEE	1.0	X	0	0	0
GARY ADAMS
TRUSTEE	1.0	X	0	0	0
GERARD MASTROIANNI
TRUSTEE	1.0	X	0	0	0
GINGER BROWN
TRUSTEE	1.0	X	0	0	0
JACQUELYNE BAILEY
TRUSTEE	1.0	X	0	0	0
JAMES GRIFFITH
TRUSTEE	1.0	X	0	0	0
JOHN PETERS
TRUSTEE	1.0	X	0	0	0
KENNETH CHALKER
TRUSTEE	1.0	X	0	0	0
LARRY SHINN
TRUSTEE	1.0	X	0	0	0
LEE ANN THORN
TRUSTEE	1.0	X	0	0	0
MARCUS SMITH
TRUSTEE	1.0	X	0	0	0
MARTY ADAMS
TRUSTEE	1.0	X	0	0	0
P ROGER CLAY
TRUSTEE	1.0	X	0	0	0
RANDALL HUNT
BOARD CHAIR	1.0	X	0	0	0	X
ROBERT DEHOFF
TRUSTEE	1.0	X	0	0	0
ROBERT MAHONEY
TRUSTEE	1.0	X	0	0	0
SCOTT GINDLESBERGER
TRUSTEE	1.0	X	0	0	0
STEVEN BARR
TRUSTEE	1.0	X	0	0	0
SYLVESTER GREEN
TRUSTEE	1.0	X	0	0	0
THOMAS PETZINGER
TRUSTEE	1.0	X	0	0	0
VANITA OELSCHLAGER
TRUSTEE	1.0	X	0	0	0
ALLEN GREEN
TRUSTEE	1.0	X	0	0	0
RICHARD DRAKE
TRUSTEE	1.0	X	0	0	0
NANCY HILL
TRUSTEE	1.0	X	0	0	0
SANDRA THOMAS
TRUSTEE	1.0	X	0	0	0
NANCY ASHCOM
TRUSTEE	1.0	X	0	0	0
WILLIAM KROCHTA
TRUSTEE	1.0	X	0	0	0
JOEL SASSA
TRUSTEE	1.0	X	0	0	0
JOHN FLYNN
TRUSTEE	1.0	X	0	0	0
GRETCHEN SCHULER
TRUSTEE	1.0	X	0	0	0
LAURENCE TALLEY
TRUSTEE	1.0	X	0	0	0
RICHARD GIESE
PRESIDENT	40.0		426159	0	127205	X
PATRICK HEDDLESTON
VP BUSINESS AFFAIRS/TREASURER	40.0		173696	0	57679	X
PATRICIA DRAVES
VP FOR ACADEMIC AFFAIRS	40.0		181316	0	31966	X
GREGORY KING
VP FOR ADVANCEMENT	40.0		162603	0	20420	X
AMY TOMKO
VP FOR ENROLLMENT SERVICES	40.0		151528	0	25585	X
JOHN FRAZIER
VP FOR STUDENT AFFAIRS	40.0		131747	0	28027	X
MELISSA GARDNER
VP FOR MARKETING	40.0		79792	0	22496	X
LARRY KEHRES
ATHLETIC DIRECTOR/HEAD COACH	40.0		159516	0	54060		X
HARRY PAIDAS
COMMUNICATIONS PROFESSOR	40.0		109206	0	17275		X
NEZAM AL-NLSAIR
DIRECTOR OF NURSING	40.0		109518	0	16574		X
SHARON LUKE
DIRECTOR OF PHYS ASST PROGRAM	40.0		108590	0	65299		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1793671	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	466586	TotalOtherCompensation
Number Individuals GT100 K	10	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	true	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
GREEN BROTHERS PAINTING
74 E GRANT ST	ALLIANCE	OH	44601	PAINTING	218722
WESTLAKE REED LESKOSKY
925 EUCLID AVE 1900	CLEVELAND	OH	44115	ARCHITECT	373412
KRUGLIAK WILKINS GRIFFITHS DOUG
PO BOX 36963	CANTON	OH	44735	LEGAL SERVICES	156814
GRIFFITH CARPENTRY
5176 LUX ROAD	MINERVA	OH	44657	CARPENTRY	122175
BKD LLP
200 E MAIN STREET SUITE 700	FORT WAYNE	IN	46802	AUDITORS	108550

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	5	NumberOfContractorsGT100K
Government Grants	150963	GovernmentGrants
All Other Contributions	8332044	AllOtherContributions
Noncash Contributions	2670451	NoncashContributions
Total Contributions	8483007	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
STUDENT TUITION	611710	55843098	55843098
DORMITORIES	611710	6998707	6998707
FOOD SERVICE	611710	5298300	5298300
BOOK STORE SALES	451110	1291020	1244351	46669
FACILITY INCOME	611710	131394	131394

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	600359	TotalRevenueColumn
Related Or Exempt Function Income	597631	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2728	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Program Service Revenue	70162878	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2414728	TotalRevenueColumn
Exclusion	$2,414,728	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	16039	TotalRevenueColumn
Exclusion	$16,039	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	11468	TotalRevenueColumn
Exclusion	$11,468	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	59678	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	59678	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	59678	TotalRevenueColumn
Exclusion	$59,678	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	65688662	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	60364880	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	5323782	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	5323782	TotalRevenueColumn
Exclusion	$5,323,782	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Gaming	23408	GrossIncomeGaming
Gaming Direct Expenses	10088	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	13320	TotalRevenueColumn
Exclusion	$13,320	ExclusionAmount

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	86484900	TotalRevenueColumn
Related Or Exempt Function Income	70113481	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	49397	UnrelatedBusinessRevenue
Exclusion	$7,839,015	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	24317598	Total
Program Services	24317598	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	1651588	Total
Program Services	694000	ProgramServices
Management And General	502664	ManagementAndGeneral
Fundraising	454924	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	22645225	Total
Program Services	19974329	ProgramServices
Management And General	1890817	ManagementAndGeneral
Fundraising	780079	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	1857230	Total
Program Services	1445005	ProgramServices
Management And General	341197	ManagementAndGeneral
Fundraising	71028	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	3241518	Total
Program Services	2532789	ProgramServices
Management And General	663430	ManagementAndGeneral
Fundraising	45299	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	1619901	Total
Program Services	1316973	ProgramServices
Management And General	251735	ManagementAndGeneral
Fundraising	51193	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	261136	Total
Program Services	72442	ProgramServices
Management And General	188694	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	92225	Total
Management And General	92225	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	2892427	Total
Program Services	2872403	ProgramServices
Management And General	20024	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	398721	Total
Program Services	342447	ProgramServices
Management And General	10837	ManagementAndGeneral
Fundraising	45437	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	3717495	Total
Program Services	3222327	ProgramServices
Management And General	311136	ManagementAndGeneral
Fundraising	184032	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1544613	Total
Program Services	1451527	ProgramServices
Management And General	93086	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	3868743	Total
Program Services	3708163	ProgramServices
Management And General	160580	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	1313989	Total
Program Services	1091336	ProgramServices
Management And General	52055	ManagementAndGeneral
Fundraising	170598	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	477581	Total
Program Services	322218	ProgramServices
Management And General	115767	ManagementAndGeneral
Fundraising	39596	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	1690882	Total
Program Services	1690882	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4936138	Total
Program Services	4929813	ProgramServices
Management And General	6325	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	367690	Total
Program Services	367690	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
DUES & MEMBERSHIPS	207284	91236	72524	43524
EQUIPMENT	778672	760231	18441
CATERING EXPENSE	259852	147830	48646	63376
COLLECTION EXPENSE	182026		182026

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	315215	Total
Program Services	149649	ProgramServices
Management And General	165566	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	78637749	Total
Program Services	71500888	ProgramServices
Management And General	5187775	ManagementAndGeneral
Fundraising	1949086	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2821	BOY
EOY	4029	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	20278125	BOY
EOY	23821630	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	4164841	BOY
EOY	4117509	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1462959	BOY
EOY	1072788	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	3463485	BOY
EOY	3403329	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	210320	BOY
EOY	291054	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	121153	BOY
EOY	127862	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	200924679	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	65454648	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	130786190	BOY
EOY	135470031	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	86448693	BOY
EOY	93552651	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	11952876	BOY
EOY	12505304	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	20685268	BOY
EOY	21877446	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	279576731	BOY
EOY	296243633	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	6045741	BOY
EOY	7809545	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	3060192	BOY
EOY	3098069	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	25580000	BOY
EOY	24865000	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	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	9769775	BOY
EOY	9758345	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	3448836	BOY
EOY	3609369	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	47904544	BOY
EOY	49140328	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	91106285	BOY
EOY	93150909	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	74257837	BOY
EOY	85969458	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	66308065	BOY
EOY	67982938	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	231672187	BOY
EOY	247103305	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	279576731	BOY
EOY	296243633	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	7847151	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	5959670	ReconciliationUnrealizedInvest
Reconcilation Other Changes	1624297	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 Consolidated	X	FinancialStatementConsolidated

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

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	120265653	BeginningOfYearBalance
Contributions	255253	Contributions
Investment Earnings Or Losses	15123000	InvestmentEarningsOrLosses
Grants Or Scholarships	1887710	GrantsOrScholarships
Other Expenditures	3362290	OtherExpenditures
End Of Year Balance	130393906	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	125792859	BeginningOfYearBalance
Contributions	803660	Contributions
Investment Earnings Or Losses	-1422805	InvestmentEarningsOrLosses
Grants Or Scholarships	1762194	GrantsOrScholarships
Other Expenditures	3145867	OtherExpenditures
End Of Year Balance	120265653	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	107469127	BeginningOfYearBalance
Contributions	4518193	Contributions
Investment Earnings Or Losses	18850653	InvestmentEarningsOrLosses
Grants Or Scholarships	1915256	GrantsOrScholarships
Other Expenditures	3129858	OtherExpenditures
End Of Year Balance	125792859	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	101627046	BeginningOfYearBalance
Contributions	945625	Contributions
Investment Earnings Or Losses	9900152	InvestmentEarningsOrLosses
Grants Or Scholarships	1504456	GrantsOrScholarships
Other Expenditures	3499240	OtherExpenditures
End Of Year Balance	107469127	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	124279144	BeginningOfYearBalance
Contributions	909778	Contributions
Investment Earnings Or Losses	-17043772	InvestmentEarningsOrLosses
Grants Or Scholarships	2111495	GrantsOrScholarships
Other Expenditures	4406609	OtherExpenditures
End Of Year Balance	101627046	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	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	19453316	OtherCostOrOtherBasis
Book Value	19453316	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	159211448	OtherCostOrOtherBasis
Depreciation	50452546	Depreciation
Book Value	108758902	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	17393531	OtherCostOrOtherBasis
Depreciation	15002104	Depreciation
Book Value	2391427	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4866386	OtherCostOrOtherBasis
Book Value	4866386	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	135470031	TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescription	Book ValueBookValue
BONDS PAYABLE DISCOUNT	484836
OTHER ASSETS - DEPOSITS	15084
BENEFICIAL INTEREST IN TRUSTS	12978736
ANNUITY & LIFE INCOME FUNDS	8398790

Field	Value	IRS element (for citing)
Total Book Value Other Assets	21877446	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
DEPOSIT AND OTHER	$1,205,901
ANNUITY OBLIGATIONS	$2,116,790
UNAMORTIZED PREMIUM	$286,678

Field	Value	IRS element (for citing)
Total Of Amounts	3609369	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	69669232	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	5959670	NetUnrealizedGainsInvestments
Other Revenues	1542260	OtherRevenues
Revenue Not Rptd F990	7501930	RevenueNotRptdF990
Revenue Subtotal	62167302	RevenueSubtotal
Other Revenues Not Included	24317598	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	24317598	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	86484900	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	53298822	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	10088	OtherExpensesIncluded
Expenses Not Rptd F990	10088	ExpensesNotRptdF990
Expenses Subtotal	53288734	ExpensesSubtotal
Other Expenses Not Included	25349015	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	25349015	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	78637749	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART V, LINE 4	DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS	ENDOWMENT FUNDS ARE HELD IN PERPETUITY FOR THE PURPOSES OF ANNUALLY PROVIDING A PERCENTAGE OF THEIR VALUE AS SCHOLARSHIPS, PROFESSORSHIPS, FACILITIES, PRIZES AND ACADEMIC PROGRAMS.
ASC 740		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.
SCHEDULE D	RECONCILIATION OF REVENUE AND EXPENSES	Part XI, Line 2D Change in Value of Split-Interest Agreements 1,532,172 Gaming Expense 10,088 TOTAL: 1,542,260 Part XI, Line 4B Financial Aid 24,317,598 Part XII, Line 2D Gaming Expense 10,088 Part XIII, Line 4B Financial Aid 24,317,598 EARLY RETIREMENT BUYOUT 1,031,417 TOTAL: 25,349,015

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
SCHEDULE E LINE 3	THE POLICY REQUIREMENT IS MET BY INCLUDING A STATEMENT IN ALL BROCHURES AND CATALOGUES DEALING WITH STUDENT PROGRAMS AND SCHOLARSHIPS. A NONDISCRIMINATORY STATEMENT IS ALSO AVAILABLE ON THE WEBSITE.
SCHEDULE E LINE 6A	THE UNIVERSITY OF MOUNT UNION RECEIVES FEDERAL PELL GRANTS, TEACH GRANTS, SEOG, CWSP, AND FEDERAL PERKINS LOANS FROM THE DEPARTMENT OF EDUCATION.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
Central America and the Caribbean	Program Services	EDUCATIONAL EXPERIENCE	58759
East Asia and the Pacific	Program Services	EDUCATIONAL EXPERIENCE	47703
Europe (Including Iceland and Greenland)	Program Services	EDUCATIONAL EXPERIENCE	28272
Russia and the Newly Independent States	Program Services	EDUCATIONAL EXPERIENCE	6489
South America	Program Services	EDUCATIONAL EXPERIENCE	24210
Central America and the Caribbean	Investments		6762238

Field	Value	IRS element (for citing)
Subtotal Amount Spent	6927671	SubtotalAmountSpent
Total Amount Spent	6927671	TotalAmountSpent
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	false	BoycottCountries

Schedule G IRS990ScheduleG

Gaming Information GamingInformation

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	23408	GrossRevenueOtherGaming
Cash Prizes Other Gaming	4000	CashPrizesOtherGaming
Rent Facility Costs Other Gaming	5041	RentFacilityCostsOtherGaming
Other Direct Expenses Other Gaming	1047	OtherDirectExpensesOtherGaming
Volunteer Labor Other Gaming	true	VolunteerLaborOtherGaming
Gross Revenue Total Gaming	23408	GrossRevenueTotalGaming
Cash Prizes Total Gaming	4000	CashPrizesTotalGaming
Rent Facility Costs Total Gaming	5041	RentFacilityCostsTotalGaming
Other Direct Expenses Total Gaming	1047	OtherDirectExpensesTotalGaming
Direct Expense Summary Gaming	10088	DirectExpenseSummaryGaming
Net Gaming Income Summary	13320	NetGamingIncomeSummary

Field	Value	IRS element (for citing)
States Where Gaming Conducted	OH	StatesWhereGamingConducted
Licensed	false	Licensed
Explanation If No	THIS WAS A REVERSE RAFFLE/SILENT AUCTION EVENT. PER LEGAL RECOMMENDATION, STATE LICENSE WAS NOT REQUIRED.	ExplanationIfNo
License Suspended Etc	false	LicenseSuspendedEtc
Gaming With Nonmembers	false	GamingWithNonmembers
Member Of Other Entity	false	MemberOfOtherEntity
Percentage Of Gaming Othr Facility	1.00000	PercentageOfGamingOthrFacility
Name Of Gaming Rec Keeper Person	ANNE GRAFFICE	NameOfGamingRecKeeperPerson

Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS

Field	Value	IRS element (for citing)
Address Line1	1972 CLARK AVE	AddressLine1
City	ALLIANCE	City
State	OH	State
ZIP Code	44601	ZIPCode

Field	Value	IRS element (for citing)
Contract With3rd Party For Gam Rev	false	ContractWith3rdPartyForGamRev
Charitable Distrib Required	false	CharitableDistribRequired

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	SCHOLARSHIPS & FINANCIAL AID	TypeOfGrant
Number Of Recipients	2169	NumberOfRecipients
Amount Of Cash Grant	24317598	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Procedures For Monitoring The Use Of Grant Funds To U.S.	Identifier
Explanation	AFTER A STUDENT HAS BEEN ACCEPTED TO THE UNIVERSITY OF MOUNT UNION, THEY MUST FILE A FAFSA. MOUNT UNION CONSIDERS ACADEMIC SCHOLARSHIPS, OUTSIDE SCHOLARSHIPS, FEDERAL GRANTS AND STATE ELIGIBILITY IN THAT RESPECTIVE ORDER. IF THE STUDENT NEEDS FURTHER ASSISTANCE, THE UNIVERSITY OFFERS FEDERAL LOANS, UNIVERSITY GRANTS AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID BASED ON NEED IS AWARDED ON FAFSA CALCULATIONS AND THE RESULTING FINANCIAL AID THAT IS TO BE MET. ACADEMIC SCHOLARSHIPS ARE AWARDED BASED ON HIGH SCHOOL GPA, CLASS RANK AND STANDARD TEST SCORES. NEED-BASED GRANTS CAN BE ALLOCATED TO RETURNING STUDENTS BASED ON PREVIOUS YEARS AS LONG AS FINANCIAL NEED IS STILL PRESENT. ACADEMIC SCHOLARSHIPS CONTINUE BASED ON THE STUDENT'S CUMULATIVE GPA AT THE END OF THE YEAR.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	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 (8 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RICHARD GIESE
PRESIDENT	288407	0	0	0	137752	0	89175	0	38030	0	553364	0	100000	0
LARRY KEHRES
ATHLETIC DIRECTOR/HEAD COACH	147996	0	10000	0	1520	0	40952	0	13108	0	213576	0	0	0
PATRICK HEDDLESTON
VP BUSINESS AFFAIRS/TREASURER	172676	0	0	0	1020	0	16827	0	40852	0	231375	0	0	0
PATRICIA DRAVES
VP FOR ACADEMIC AFFAIRS	179946	0	0	0	1370	0	16482	0	15484	0	213282	0	0	0
GREGORY KING
VP FOR ADVANCEMENT	151749	0	0	0	10854	0	15390	0	5030	0	183023	0	0	0
AMY TOMKO
VP FOR ENROLLMENT SERVICES	147808	0	0	0	3720	0	15153	0	10432	0	177113	0	0	0
JOHN FRAZIER
VP FOR STUDENT AFFAIRS	130727	0	0	0	1020	0	13175	0	14852	0	159774	0	0	0
SHARON LUKE
DIRECTOR OF PHYS ASST PROGRAM	108590	0	0	0	0	0	9659	0	55640	0	173889	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	COMPENSATION INFORMATION	Identifier
Explanation	The President's 2012 compensation is comprised of base salary (column B(i)) and a payment of $100,000 deferred compensation payout earned in previous years (Column B(iii) and Column F). Column C includes accrual of $50,000 for an additional deferred compensation agreement to be paid at a later date upon completion of agreed-upon terms. PART 1 QUESTION 1A THE PRESIDENT AND THE VP OF ADVANCEMENT HAVE COUNTRY CLUB DUES PAID BY THE UNIVERSITY FOR BUSINESS ENTERTAINMENT PURPOSES. THE DUES IN COLUMN III ARE TAXABLE FOR PERSONAL USE. USAGE IS DOCUMENTED TO DETERMINE THE PERSONAL VERSUS BUSINESS USE. HOUSING FOR THE PRESIDENT IS PROVIDED BY THE UNIVERSITY AND REQUIRED BY CONTRACT. THE RESIDENCE IS CONTIGUOUS TO THE CAMPUS, THE PRESIDENT IS REQUIRED TO LIVE THERE AND IS REQUIRED TO CONDUCT UNIVERSITY-RELATED BUSINESS PER HIS CONTRACT. DUE TO CODE SECTION 117 EXCLUSION, THIS AMOUNT IS NOT INCLUDED IN TAXABLE INCOME. PART 1 QUESTION 4 MR KEHRES HAS A 457(F) DEFERRED COMPENSATION PLAN. $25,000 WAS ACCRUED TO THE PLAN FOR FISCAL YEAR ENDED 6/30/13.	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
STATE OF OHIO HIGHER EDUCATION FACILITY
A	346849674	67756BSH4	2006-07-26	16408159	STUDENT RESIDENCE - NEW FACILITIES	false	false	false
STATE OF OHIO HIGHER EDUCATION FACILITY
B	346849674	67756A2G6	2010-07-26	11204308	STUDENT RESIDENCE - NEW AND RENOVA	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Amount Bond DefeasedAmountBondDefeased	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Amount UnspentAmountUnspent	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	0	0	17207488	0	1344722	0	236713	0	0	15626053	0	0	2008	false	false	true	true
B	0	0	11216494	825252	0	0	216900	0	169720	10004648	0	0	2011	false	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Remedial Action TakenRemedialActionTaken	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	false	false	false	false	0	false	false	false	true
B	false	false	false	false	0	false	false	false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue
0
A	true	false	false	false	0	false	true
0
B	false	false	false	false	0	false	true	true	false	false

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	false
B	false

Schedule L IRS990ScheduleL

Field	Value	IRS element (for citing)
Total Balance Due	0	TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII

Field	Value	IRS element (for citing)
Amount Of Grant	26945	AmountOfGrant
Type Of Assistance	SCHOLARSHIPS	TypeOfAssistance
Purpose Of Assistance	SCHOLARSHIPS	PurposeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
KEN CHALKER
GRACE CHALKER - SPOUSE	73877	PAID EMPLOYEE OF UNIVERSITY	false
AARON SWARTZ
LEIGH ANN SWARTZ - SPOUSE	49354	PAID EMPLOYEE OF UNIVERSITY	false

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	56	NumberOfContributions
Noncash Contribs Rptd F990	2670451	NoncashContribsRptdF990
Method Of Determining Revenues	SELLING PRICE	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
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	SCHEDULE M	Identifier
Return Reference	QUESTION 32B	ReturnReference
Explanation	THE UNIVERSITY USES STIFEL NICOLAUS TO LIQUIDATE GIFTS OF STOCK.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
FORM 990, PART VI, QUESTION 1b	TRUSTEES KEN CHALKER AND AARON SWARTZ EACH HAVE A FAMILY MEMBER THAT IS A PAID EMPLOYEE OF THE UNIVERSITY. FORM 990, PART VI, QUESTION 11B REVIEW IS CONDUCTED BY FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES DURING A MEETING BEFORE THE 990 IS FILED. AFTER THIS REVIEW, A COPY OF THE FORM IS PROVIDED TO ALL BOARD MEMBERS AND THEN SUBMITTED TO THE IRS.
PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY	COMPLIANCE WITH UNIVERSITY POLICY ON CONFLICT OF INTEREST IS CONDUCTED BY THE AUDIT COMMITTEE AND THE COMMITTEE ON TRUSTEE AND GOVERNSHIP. EVERY TRUSTEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. TRUSTEES ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN ANY TRANSACTION FOR THE UNIVERSITY THAT INVOLVES THEMSELVES OR MEMBERS OF THEIR IMMEDIATE FAMILIES. A SUMMARY OF ALL THE ANSWERS FROM THE QUESTIONNAIRE IS SENT TO MEMBERS OF THE AUDIT COMMITTEE and the committee on trustee and governship FOR REVIEW AND ANY RELATIONSHIPS ARE ASSESSED TO ENSURE THEY ARE IN COMPLIANCE WITH THE POLICY. POTENTIAL MATTERS UNDER THE POLICY ARE ESCALATED AND REVIEWED BY THE CHAIR OF THE COMMITTEEs, committee on trustee and governance, AND THE executive committee, AS WELL AS LEGAL COUNSEL IF NECESSARY. TRUSTEES WITH ANY DISCLOSED CONFLICT MUST REFRAIN FROM USING PERSONAL INFLUENCE IN THE MATTER AND WILL RECUSE THEMSELVES FROM ANY DISCUSSIONS AND/OR VOTING ON THE MATTER. THE BOARD OF TRUSTEES, AFTER EXERCISING ITS BUSINESS JUDGMENT AND DISCRETION, WILL MAKE A DETERMINATION IF THE TRANSACTION IS REASONABLE, FAIR AND CONSISTENT WITH UNIVERSITY PRACTICES.	FORM 990, PART VI, QUESTION 12C
REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION	THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE THAT WORKED WITH A COMPENSATION REVIEW OF OTHER OHIO ATHLETIC CONFERENCE (OAC) SCHOOLS AS WELL AS A LIST OF 22 COMPETITOR INSTITUTIONS TO EVALUATE THE SALARY OF THE PRESIDENT AND VICE PRESIDENTS. THE LAST FULL REVIEW WE HAD WITH AN OUTSIDE CONSULTANT WAS IN 2009 WITH SIBSON CONSULTING. THE RESULTS WERE REVIEWED BY THE COMPENSATION COMMITTEE, APPROVED BY THE EXECUTIVE COMMITTEE AND DISCLOSED TO THE FULL BOARD OF TRUSTEES.	FORM 990, PART VI, QUESTION 15A & 15B
EXPLAIN HOW GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.	FORM 990, PART VI, QUESTION 19
NET ASSETS RECONCILIATION	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,532,172 CHANGE IN VALUE OF INTEREST RATE SWAP 92,125 TOTAL: 1,624,297	PART XI, LINE 9

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	RAIDERS CORNER LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1972 CLARK AVE	AddressLine1
City	ALLIANCE	City
State	OH	State
ZIP Code	44601	ZIPCode

Field	Value	IRS element (for citing)
EIN	340714687	EIN
Primary Activities	RENTAL	PrimaryActivities
Legal Domicile State	OH	LegalDomicileState
Total Income	180408	TotalIncome
EOY Assets	2369319	EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MOUNT UNION	BusinessNameLine1

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (20)	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1972 CLARK AVE	AddressLine1
City	ALLIANCE	City
State	OH	State
ZIP Code	44601	ZIPCode

Field	Value	IRS element (for citing)
Primary Activity	CHARITABLE TR	PrimaryActivity
Legal Domicile State	OH	LegalDomicileState
Type Of Entity	TRUST	TypeOfEntity