ASBURY COLLEGE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ASBURY COLLEGE (EIN 61-0458355)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349305053
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T13:30:18-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272616366 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EBELHAR WHITEHEAD PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST THIRD STREET SUITE 200 | AddressLine1 |
| City | OWENSBORO | City |
| State | KY | State |
| ZIP Code | 42303 | 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 | 610458355 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASBU | NameControl |
| Phone | 8598583511 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MACKLEM DRIVE | AddressLine1 |
| City | WILMORE | City |
| State | KY | State |
| ZIP Code | 40390 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLIE D FISKEAUX | Name |
| Title | VP BUSINESS AFFAIRS/TREASURER | Title |
| Phone | 8598583511 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSHUA D MEYER CPA | Name |
| PTIN | P01229485 | PTIN |
| Phone | 2709262922 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SANDRA C GRAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MACKLEM DRIVE | AddressLine1 |
| City | WILMORE | City |
| State | KY | State |
| ZIP Code | 40390 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 83431716 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASBURY.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | A CHRISTIAN LIBERAL ARTS UNIVERSITY COMMITTED TO ACADEMIC EXCELLENCE AND SPIRITUAL VITALITY, EQUIPPING STUDENTS FOR A LIFETIME OF LEARNING, LEADERSHIP AND SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1351 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 35624 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1364 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4764788 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7443616 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36981954 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39576928 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1129934 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7358750 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1173215 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1157220 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44049891 | TotalRevenuePriorYear |
| Total Revenue Current Year | 55536514 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10759126 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12033172 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18493696 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19653138 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1079251 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11927834 | OtherExpensePriorYear |
| Other Expenses Current Year | 12609057 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 41180656 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44295367 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2869235 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11241147 | RevenuesLessExpensesCY |
| Total Assets BOY | 104088312 | TotalAssetsBOY |
| Total Assets EOY | 109171749 | TotalAssetsEOY |
| Total Liabilities BOY | 15721273 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14764152 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 88367039 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 94407597 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF ASBURY UNIVERSITY, AS A CHRISTIAN LIBERAL ARTS UNIVERSITY IN THE WESLEYAN-HOLINESS TRADITION, IS TO EQUIP MEN AND WOMEN, THROUGH A COMMITMENT TO ACADEMIC EXCELLENCE AND SPIRITUAL VITALITY, FOR A LIFETIME OF LEARNING, LEADERSHIP AND SERVICE TO THE PROFESSIONS, SOCIETY, THE FAMILY AND THE CHURCH, THEREBY PREPARING THEM TO ENGAGE THEIR CULTURES AND ADVANCE THE CAUSE OF CHRIST AROUND THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 37456116 | Expense |
| Grants | 12033172 | Grants |
| Revenue | 39576928 | Revenue |
| Description | ASBURY COLLEGE IS A CHRISTIAN LIBERAL ARTS UNIVERSITY. THE UNIVERSITY WAS FOUNDED IN 1890 AND IS ACCREDITED BY THE SOUTHERN ASSOCIATION OF COLLEGES AND SCHOOLS, THE NATIONAL ASSOCIATION OF COLLEGES AND SCHOOLS, THE NATIONAL ASSOCIATION OF SCHOOLS OF MUSIC AND THETEACHER EDUCATION PROGRAM BY THE KENTUCKY DEPARTMENT OF EDUCATION. THE UNIVERSITY OPERATES A MAIN CAMPUS IN WILMORE, KENTUCKY; A SATELLITE CAMPUS IN ORLANDO, FLORIDA; AND A VIRTUAL CAMPUS FOR ON LINE LEARNING, PROVIDING EDUCATION TO APPROXIMATELY 1,800 STUDENTS. | Description |
| Total Program Service Expense | 37456116 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2245 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1351 | 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PERSONNEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8598583511 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MACKLEM DRIVE | AddressLine1 |
| City | WILMORE | City |
| State | KY | State |
| ZIP Code | 40390 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| C E CROUSE JR | ||||||
| BOARD CHAIR | 4.00 | X | X | 0 | 0 | 0 |
| DAVID L STEVENS | ||||||
| VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 |
| RONALD W TARRANT | ||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| RONALD BALL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER BOUNDS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MELVIN BOWDAN JR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVID L BRAZELTON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LARRY W GREEN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| HAROLD L HEINER JR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MORRIS HINTZMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARK H WHITWORTH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SARAH LUCE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RICHARD M WRIGHT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LARRY D BROWN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GREGORY B ISAACS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| NATHAN MOWERY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DEBORAH WEIDENHAMER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SANDRA C GRAY | ||||||
| PRESIDENT | 40.00 | X | 173034 | 0 | 20407 | |
| CHARLIE D FISKEAUX | ||||||
| VP BUSINESS AFFAIRS/TREASURER | 40.00 | X | 109805 | 0 | 16468 | |
| JOHNATHAN S KULAGA | ||||||
| PROVOST | 40.00 | X | 115345 | 0 | 27237 | |
| R GREGORY SWANSON | ||||||
| VP INSTITUTIONAL ADVANCEMENT | 40.00 | X | 82426 | 0 | 12814 | |
| MARK J TROYER | ||||||
| VP ENROLLMENT MANAGEMENT | 40.00 | X | 92116 | 0 | 57789 | |
| GLENN HAMILTON | ||||||
| VP FOR OPERATIONS | 40.00 | X | 86610 | 0 | 14606 | |
| DOUGLAS WILCOXSON | ||||||
| VP FOR STUDENT DEVELOPMENT | 40.00 | X | 60126 | 0 | 18717 | |
| CHARLES SHEPARD II | ||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 719462 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 168038 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PIONEER COLLEGE CATERERS | |||||
| 12351 WEST 96TH TERRACE STE 204 | LENEXA | KS | 66215 | FOOD SERVICE | 1847181 |
| WOODFORD BUILDERS INC | |||||
| PO BOX 1297 | LEXINGTON | KY | 40583 | CONSTRUCTION | 889773 |
| SHERMAN-CARTER-BARNHART ARCHITECTS PSC | |||||
| 2405 HARRODSBURG RD | LEXINGTON | KY | 40504 | ARCHITECT | 132170 |
| ROGER TURNER CUSTOM HOMES INC | |||||
| 1225 DRAKE LN | WILMORE | KY | 40390 | CONSTRUCTION | 128656 |
| KNOWLEDGE ELEMENTS | |||||
| 277 MALLORY STATION ROAD SUITE 102 | FRANKLIN | TN | 37067 | CONSULTING | 109210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 7443616 | AllOtherContributions |
| Noncash Contributions | 329942 | NoncashContributions |
| Total Contributions | 7443616 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 33692176 | 33692176 |
| AUXILIARY INCOME | 611710 | 5884752 | 5884752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39576928 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1080096 | TotalRevenueColumn |
| Unrelated Business Revenue | -131 | UnrelatedBusinessRevenue |
| Exclusion | $1,080,227 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 220250 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 109625 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110625 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110625 | TotalRevenueColumn |
| Exclusion | $110,625 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33657422 | Securities |
| Other | 24205 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27370630 | Securities |
| Other | 32343 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6286792 | Securities |
| Other | -8138 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6278654 | TotalRevenueColumn |
| Exclusion | $6,278,654 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 588759 | GrossSalesOfInventory |
| Cost Of Goods Sold | 382604 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 206155 | TotalRevenueColumn |
| Related Or Exempt Function Income | 206155 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| CONTRACTS & OTHER EXCHANGE TRANSA | 900099 | 712685 | 712685 | ||
| POST RETIREMENT BENEFIT OBLIGATIO | 900099 | 92000 | $92,000 | ||
| LUCE CENTER | 713940 | 35755 | 35755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 840440 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55536514 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40495768 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 35624 | UnrelatedBusinessRevenue |
| Exclusion | $7,561,506 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12033172 | Total |
| Program Services | 12033172 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771867 | Total |
| Program Services | 192060 | ProgramServices |
| Management And General | 509491 | ManagementAndGeneral |
| Fundraising | 70316 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14446843 | Total |
| Program Services | 11827193 | ProgramServices |
| Management And General | 2127231 | ManagementAndGeneral |
| Fundraising | 492419 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673323 | Total |
| Program Services | 467724 | ProgramServices |
| Management And General | 180871 | ManagementAndGeneral |
| Fundraising | 24728 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2611321 | Total |
| Program Services | 1714669 | ProgramServices |
| Management And General | 773012 | ManagementAndGeneral |
| Fundraising | 123640 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149784 | Total |
| Program Services | 721233 | ProgramServices |
| Management And General | 386703 | ManagementAndGeneral |
| Fundraising | 41848 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28014 | Total |
| Management And General | 28014 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83662 | Total |
| Management And General | 83662 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32058 | Total |
| Program Services | 29738 | ProgramServices |
| Management And General | 2320 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498945 | Total |
| Program Services | 337859 | ProgramServices |
| Management And General | 137212 | ManagementAndGeneral |
| Fundraising | 23874 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569313 | Total |
| Program Services | 380977 | ProgramServices |
| Management And General | 147589 | ManagementAndGeneral |
| Fundraising | 40747 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66177 | Total |
| Program Services | 43311 | ProgramServices |
| Management And General | 18944 | ManagementAndGeneral |
| Fundraising | 3922 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1323388 | Total |
| Program Services | 1097708 | ProgramServices |
| Management And General | 224847 | ManagementAndGeneral |
| Fundraising | 833 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490864 | Total |
| Program Services | 340804 | ProgramServices |
| Management And General | 94319 | ManagementAndGeneral |
| Fundraising | 55741 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27222 | Total |
| Program Services | 25109 | ProgramServices |
| Management And General | 2113 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 752348 | Total |
| Program Services | 711332 | ProgramServices |
| Management And General | 41016 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3278047 | Total |
| Program Services | 2872685 | ProgramServices |
| Management And General | 405362 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356812 | Total |
| Management And General | 155629 | ManagementAndGeneral |
| Fundraising | 201183 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| STUDENT HOUSING | 1761517 | 1761517 |
| STUDENT FOOD SERVICE | 1223505 | 1223505 |
| STUDENT SERVICES & ATHL | 811335 | 811335 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1305850 | Total |
| Program Services | 864185 | ProgramServices |
| Management And General | 441665 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44295367 | Total |
| Program Services | 37456116 | ProgramServices |
| Management And General | 5760000 | ManagementAndGeneral |
| Fundraising | 1079251 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3090188 | BOY |
| EOY | 3972312 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1833772 | BOY |
| EOY | 3852306 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1892475 | BOY |
| EOY | 1818491 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679922 | BOY |
| EOY | 677453 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2563358 | BOY |
| EOY | 2717926 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315161 | BOY |
| EOY | 501450 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75497 | BOY |
| EOY | 79676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 104262772 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49912604 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54465723 | BOY |
| EOY | 54350168 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31772577 | BOY |
| EOY | 24413883 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3665717 | BOY |
| EOY | 13580558 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3733922 | BOY |
| EOY | 3207526 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104088312 | BOY |
| EOY | 109171749 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1571518 | BOY |
| EOY | 1736163 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8171479 | BOY |
| EOY | 8003013 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1678084 | BOY |
| EOY | 1437902 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4300192 | BOY |
| EOY | 3587074 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15721273 | BOY |
| EOY | 14764152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53946093 | BOY |
| EOY | 55246995 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6448918 | BOY |
| EOY | 9303507 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27972028 | BOY |
| EOY | 29857095 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88367039 | BOY |
| EOY | 94407597 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104088312 | BOY |
| EOY | 109171749 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11241147 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -4505345 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -695244 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 214390 | RevenuesIncluded |
| Assets In Part X | 308511 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37696469 | BeginningOfYearBalance |
| Contributions | 2259190 | Contributions |
| Investment Earnings Or Losses | 2101306 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 711375 | GrantsOrScholarships |
| Other Expenditures | 480259 | OtherExpenditures |
| End Of Year Balance | 40865331 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38002764 | BeginningOfYearBalance |
| Contributions | 671639 | Contributions |
| Investment Earnings Or Losses | 507295 | InvestmentEarningsOrLosses |
| Other Expenditures | 1485229 | OtherExpenditures |
| End Of Year Balance | 37696469 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33329711 | BeginningOfYearBalance |
| Contributions | 428999 | Contributions |
| Investment Earnings Or Losses | 5163608 | InvestmentEarningsOrLosses |
| Other Expenditures | 919554 | OtherExpenditures |
| End Of Year Balance | 38002764 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31323028 | BeginningOfYearBalance |
| Contributions | 536442 | Contributions |
| Investment Earnings Or Losses | 2592415 | InvestmentEarningsOrLosses |
| Other Expenditures | 1122174 | OtherExpenditures |
| End Of Year Balance | 33329711 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37981608 | BeginningOfYearBalance |
| Contributions | 1430144 | Contributions |
| Investment Earnings Or Losses | -7437469 | InvestmentEarningsOrLosses |
| Other Expenditures | 651255 | OtherExpenditures |
| End Of Year Balance | 31323028 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19830 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73060 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07110 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 847547 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1893516 | OtherCostOrOtherBasis |
| Book Value | 2741063 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2147900 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 71670942 | OtherCostOrOtherBasis |
| Depreciation | 31061266 | Depreciation |
| Book Value | 42757576 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5454262 | OtherCostOrOtherBasis |
| Depreciation | 2621990 | Depreciation |
| Book Value | 2832272 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20118346 | OtherCostOrOtherBasis |
| Depreciation | 16229348 | Depreciation |
| Book Value | 3888998 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2130259 | OtherCostOrOtherBasis |
| Book Value | 2130259 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 54350168 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEDGE FUNDS (NON-PUBLICLY TRADED) | Description |
| Book Value | 13580558 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 13580558 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,288,991 |
| REFUNDABLE US GOVT STUDENT LOAN FUNDS | $1,701,017 |
| STUDENT FEES COLLECTED IN ADVANCE | $108,496 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $302,671 |
| HEALTH PLAN RESERVE | $174,001 |
| HOUSING & KEY DEPOSITS | $11,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3587074 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 39183837 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4505345 | NetUnrealizedGainsInvestments |
| Other Revenues | 185840 | OtherRevenues |
| Revenue Not Rptd F990 | -4319505 | RevenueNotRptdF990 |
| Revenue Subtotal | 43503342 | RevenueSubtotal |
| Other Revenues Not Included | 12033172 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12033172 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 55536514 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33143279 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 881084 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 881084 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32262195 | ExpensesSubtotal |
| Other Expenses Not Included | 12033172 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12033172 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 44295367 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | ARTWORK IS DISPLAYED FOR ENRICHMENT OF EDUCATIONAL EXPERIENCE. BOOKS, PAPERS, ETC. FROM THE WESLEY AND MACCLESFIELD COLLECTION ARE HELD IN ARCHIVES FOR EXHIBITION AND RESEARCH. | |
| PART V, LINE 4: | THE ENDOWMENT CONSISTS OF APPROXIMATELY 360 INDIVIDUAL FUNDS, INCLUDING DONOR-RESTRICTED ENDOWMENT FUNDS AND BOARD-DESIGNATED QUASI ENDOWMENT. THE MAJORITY (82%) OF DONOR RESTRICTED ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS AND FINANCIAL AID, 5% ARE FOR STUDENT LOANS, 5% ARE FOR INSTRUCTIONAL EXPENSES, THE REMAINDER IS FOR UNRESTRICTED AND OTHER SUPPORT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE UNIVERSITY IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDERSECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR PROVISION OF STATE LAW. ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION (512)(A)(1) OF THE IRC, IS SUBJECT TO FEDERAL INCOME TAX. THE UNIVERSITY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH A FEW EXCEPTIONS, THE UNIVERSITY IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD 382,604. INTERFUND GAIN 8,236. LOSS ON LAND HELD FOR SALE -205,000. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT AID DISCOUNTS 12,033,172. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 382,604. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 490,112. CHANGE IN VALUE OF BENEFICIAL INTERESTS 8,368. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| STUDENT AID DISCOUNTS 12,033,172. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
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 | BULLETIN AND SOLICITATION MATERIALS HAVE STATEMENTS REGARDING NONDISCRIMINATION. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES FINANCIAL AID FOR STUDENTS FROM THE US DEPARTMENT OF EDUCATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT AID DISCOUNTS | TypeOfGrant |
| Number Of Recipients | 3000 | NumberOfRecipients |
| Amount Of Cash Grant | 12033172 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: STUDENTS RECEIVING SCHOLARSHIPS ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR STANDARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| 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 | SANDRA C GRAY | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 168384 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 4650 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 10479 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9928 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 193441 | 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 | TRAVEL FOR COMPANIONS - SPOUSAL TRAVEL IS REIMBURSED WHEN THERE IS A BUSINESS REASON FOR THE SPOUSE TO TRAVEL WITH THE OFFICER. TAX INDEMNIFICATION AND GROSS UP PAYMENTS - THE PRESIDENT USES A UNIVERSITY OWNED CAR FOR COMMUTING AND OTHER NON-BUSINESS USE. | 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 | CITY OF WILMORE KY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 616001932 | IssuerEIN |
| Date Issued | 2009-12-18 | DateIssued |
| Issue Price | 9000000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF CAMPUS FACILITIES | 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 | 996987 | AmountRetired |
| Total Proceeds | 9000000 | TotalProceeds |
| Issuance Costs From Proceeds | 335931 | IssuanceCostsFromProceeds |
| Capital Expenditures | 9000000 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | 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 | 1 | 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 | 0 | 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 M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 214390 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1750 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PIANO | 1 | 84000 | APPRAISAL |
| X | COMM EQUIPMENT | 1 | 14000 | COMPARABLE SALES |
| X | LIVESTOCK-HORSES | 1 | 6000 | COMPARABLE SALES |
| X | SUPPLIES & EQUIPMENT | 1 | 19538 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE GOVERNING BOARD DELEGATES THE REVIEW OF THE CORE FORM TO THE AUDIT COMMITTEE, MANAGEMENT REVIEWS THE RETURN WITH OUR INDEPENDENT ACCOUNTANTS BEFORE THE FORM IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND IDENTIFIES ANY EXISTING CONFLICTS, OR AFFIRMS THAT THERE IS NO CONFLICT OF INTEREST. THE FORMS ARE SUBMITTED TO THE SECRETARY OF THE BOARD OF TRUSTEES. THE COMMITTEE ON GOVERNANCE AND TRUSTEE DEVELOPMENT HAS THE RESPONSIBILITY TO REVIEW AND MONITOR COMPLIANCE WITH THE PROCEDURE. THE CONFLICT OF INTEREST POLICY FOR EMPLOYEES AND OFFICERS REQUIRES DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST TO THE EMPLOYEE'S SUPERVISOR, BUT DOES NOT REQUIRE ANNUAL DISCLOSURE AND AFFIRMATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS: COMPARITIVE DATA WAS COMPILED BY THE HUMAN RESOURCES OFFICE AND SUPPLIED TO THE BOARD OF TRUSTEES COMMITTEE ON PRESIDENTIAL COMPENSATION IN SPRING 2012. OTHER OFFICERS OR KEY EMPLOYEES: ANNUAL COMPARATIVE SALARY SURVEYS ARE COMPLETED BY THE HUMAN RESOURCES OFFICE. THIS STUDY INCLUDED BENCHMARKED TARGET SALARIES. RECOMMENDATIONS ARE GIVEN TO THE PRESIDENT FOR REVIEW. LAST OCCURRED IN SPRING 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENT IS AVAILALBLE IN THE ADMINISTRATIVE POLICY MANUAL, ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | INTERFUND GAIN 8,236. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -490,112. CHANGE IN BENEFICIAL INTEREST IN TRUSTS -8,368. UNREALIZED LOSS ON LAND HELD FOR SALE -205,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |