ASHLAND UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ASHLAND UNIVERSITY (EIN 34-0714626)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-12
- IRS object ID
- 201441029349300109
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-12T11:10:01-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202122306 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GBQ PARTNERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 WEST STREET SUITE 700 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432152663 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714626 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASHL | NameControl |
| Phone | 4192895011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 COLLEGE AVENUE | AddressLine1 |
| City | ASHLAND | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES L KIRTLAND | Name |
| Title | VP FOR FINANCE AND ADMIN | Title |
| Phone | 4192895011 | Phone |
| Date Signed | 2014-04-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK B LAPLACE | Name |
| PTIN | P00053072 | PTIN |
| Phone | 6142211120 | 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 | FREDERICK J FINKS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 COLLEGE AVENUE | AddressLine1 |
| City | ASHLAND | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 211749263 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASHLAND.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1888 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | INSTITUTION OF HIGHER EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2846 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 656594 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8440346 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11176596 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 114124334 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 117191364 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 528815 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2369028 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1383577 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1659863 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 124477072 | TotalRevenuePriorYear |
| Total Revenue Current Year | 132396851 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 33554276 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 35456910 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 56815165 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 60040980 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2873958 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32056073 | OtherExpensePriorYear |
| Other Expenses Current Year | 36462189 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 122425514 | TotalExpensesPriorYear |
| Total Expenses Current Year | 131960079 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2051558 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 436772 | RevenuesLessExpensesCY |
| Total Assets BOY | 240640728 | TotalAssetsBOY |
| Total Assets EOY | 232711030 | TotalAssetsEOY |
| Total Liabilities BOY | 114097363 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 103054679 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 126543365 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 129656351 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ASHLAND UNIVERSITY EDUCATES AND CHALLENGES STUDENTS TO DEVELOP INTELLECTUALLY AND ETHICALLY, TO SEEK WISDOM AND JUSTICE AND TO PREPARE FOR THE RIGORS OF LIVING AND WORKING AS CITIZENS AWARE OF THEIR GLOBAL RESPONSIBILITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 35456911 | Expense |
| Grants | 35456911 | Grants |
| Description | SCHOLARSHIPS - OVER 2,500 STUDENTS SERVED | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 35198745 | Expense |
| Revenue | 96767808 | Revenue |
| Description | INSTRUCTIONAL SUPPORT | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27597254 | Expense |
| Revenue | 16480626 | Revenue |
| Description | INSTITUTIONAL SUPPORT | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24761053 | Expense |
| Revenue | 5111757 | Revenue |
| Description | OTHER SERVICES: ACADEMIC SUPPORT, STUDENT SERVICES, ADMINISTRATIVE SERVICES AND OTHER AUXILIARY SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 24761053 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 5111757 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 123013963 | 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 | 1 | 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 | 1 | 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 | 1 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 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 | 319 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2846 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | 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 | 1 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN R STORCK PHD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4192895011 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 COLLEGE AVENUE | AddressLine1 |
| City | ASHLAND | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (53 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LISA O MILLER | |||||||
| CHAIR OF THE BOARD | 1.00 | X | X | 0 | 0 | 0 | |
| STEPHEN J WILLIAMS | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| GARY L COURTRIGHT | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| THOMAS H PICKERING | |||||||
| VICE SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| RONALD B ALFORD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS A AURANDT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER D BOYD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRED B BROAD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK E CAMP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR ARDEN E GILMER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA M GRAVATT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JONATHON L GROZA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HARRY A HILL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BROOKS HULL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR G EMERY HURD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT C INGMAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEBORAH L KARL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOYCE A LAMB | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL E MCKNIGHT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACK K MILLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DONALD T MISHEFF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN D MOORE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VAUGHN L NICKELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFF PAYTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALFRED E PILONG JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LELAND P REINEKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALAN D ROTH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR EMANUEL W SANDBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY L SOLOMON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DR DALE R THOMAE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT E TROOP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS WHATMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES A WILTROUT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MITCHELL P ZUNICH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL COFFEE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN DOSS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID KRILL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRENDA DEAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES H GAMBLE JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FREDERICK J FINKS | |||||||
| PRESIDENT | 40.00 | X | 357137 | 0 | 89065 | ||
| JAMES L KIRTLAND | |||||||
| VP BUSINESS AFFAIRS | 40.00 | X | 153458 | 0 | 50777 | ||
| JOHN C SHULTZ | |||||||
| PRESIDENT OF SEMINARY | 40.00 | X | 164416 | 0 | 32538 | ||
| FRANK E PETTIGREW JR | |||||||
| PROVOST | 40.00 | X | 174322 | 0 | 30656 | ||
| RON HUIATT | |||||||
| VP OF DEVELOPMENT | 40.00 | X | 137239 | 0 | 28998 | ||
| BRENDA S HEIMANN | |||||||
| VP OF STUDENT AFFAIRS | 40.00 | X | 132965 | 0 | 13285 | ||
| CURTIS D WHITE | |||||||
| VP OF INFORMATION TECHNOLO | 40.00 | X | 133134 | 0 | 38408 | ||
| SCOTT VAN LOO | |||||||
| VP OF MARKETING & ENROLLME | 40.00 | X | 116749 | 0 | 29187 | ||
| PATRICK EWING | |||||||
| VP OF FACILITIES MANAGEMEN | 40.00 | X | 98387 | 0 | 31326 | ||
| DR PETER W SCHRAMM | |||||||
| PROFESSOR/DIR ASHBROOK CEN | 40.00 | 196903 | 0 | 32307 | X | ||
| DAWN WEBER | |||||||
| DEAN OF ARTS & SCIENCES | 40.00 | 138903 | 0 | 19498 | X | ||
| STEVEN W POOL | |||||||
| PROFESSOR | 40.00 | 149317 | 0 | 16578 | X | ||
| JEFFERY RUSSELL | |||||||
| DEAN OF BUSINESS | 40.00 | 137445 | 0 | 29889 | X | ||
| JAMES VAN KEUREN | |||||||
| DEAN OF EDUCATION | 40.00 | 137057 | 0 | 21818 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2227432 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 464330 | TotalOtherCompensation |
| Number Individuals GT100 K | 36 | 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 |
|---|---|---|---|---|---|
| SIMONSON CONTRUCTION SERVICES | |||||
| 2112 TROY RD | ASHLAND | OH | 44805 | GENERAL CONSTRUCTION | 2983679 |
| OTIS ELEVATOR CO | |||||
| PO BOX 73579 | CHICAGO | IL | 60673 | ELEVATOR MAINTENANCE | 162361 |
| METZGERS INC | |||||
| 207 ARCO DR | TOLEDO | OH | 43607 | PRINTING | 160237 |
| GUENTHER MECHANICAL INC | |||||
| PO BOX 97 | ASHLAND | OH | 44805 | HVAC/PLUMBING CONTRACTOR | 152281 |
| COLLABORATIVE | |||||
| 500 MADISON AVE | TOLEDO | OH | 43604 | ARCHITECTS | 136403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Fundraising Events | 209892 | FundraisingEvents |
| Government Grants | 1255243 | GovernmentGrants |
| All Other Contributions | 9711461 | AllOtherContributions |
| Noncash Contributions | 6320 | NoncashContributions |
| Total Contributions | 11176596 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611710 | 96767808 | 96767808 |
| AUXILIARY ENTERPRISES | 611710 | 16480628 | 16480628 |
| RELATED ORG ACTIVITIES | 611710 | 3942928 | 3942928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 117191364 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 969450 | TotalRevenueColumn |
| Exclusion | $969,450 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 77969705 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 76570127 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1399578 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1399578 | TotalRevenueColumn |
| Exclusion | $1,399,578 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 32275 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 209892 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 197833 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -165558 | TotalRevenueColumn |
| Exclusion | -$165,558 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4409873 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2584452 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1825421 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1168827 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 656594 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132396851 | TotalRevenueColumn |
| Related Or Exempt Function Income | 118360191 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 656594 | UnrelatedBusinessRevenue |
| Exclusion | $2,203,470 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35456910 | Total |
| Program Services | 35456910 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1812046 | Total |
| Program Services | 1665394 | ProgramServices |
| Management And General | 88221 | ManagementAndGeneral |
| Fundraising | 58431 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47289127 | Total |
| Program Services | 43666006 | ProgramServices |
| Management And General | 2105158 | ManagementAndGeneral |
| Fundraising | 1517963 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2593329 | Total |
| Program Services | 2364681 | ProgramServices |
| Management And General | 141661 | ManagementAndGeneral |
| Fundraising | 86987 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4639781 | Total |
| Program Services | 4128410 | ProgramServices |
| Management And General | 361898 | ManagementAndGeneral |
| Fundraising | 149473 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3706697 | Total |
| Program Services | 3447132 | ProgramServices |
| Management And General | 154718 | ManagementAndGeneral |
| Fundraising | 104847 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89942 | Total |
| Program Services | 88466 | ProgramServices |
| Fundraising | 1476 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59792 | Total |
| Program Services | 58811 | ProgramServices |
| Fundraising | 981 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138401 | Total |
| Program Services | 116531 | ProgramServices |
| Management And General | 5462 | ManagementAndGeneral |
| Fundraising | 16408 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1323589 | Total |
| Program Services | 1114444 | ProgramServices |
| Management And General | 52232 | ManagementAndGeneral |
| Fundraising | 156913 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378168 | Total |
| Program Services | 305298 | ProgramServices |
| Fundraising | 72870 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1586403 | Total |
| Program Services | 1473123 | ProgramServices |
| Management And General | 2754 | ManagementAndGeneral |
| Fundraising | 110526 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419982 | Total |
| Program Services | 372982 | ProgramServices |
| Management And General | 1028 | ManagementAndGeneral |
| Fundraising | 45972 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8320762 | Total |
| Program Services | 5212630 | ProgramServices |
| Management And General | 3095105 | ManagementAndGeneral |
| Fundraising | 13027 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1523374 | Total |
| Program Services | 1343507 | ProgramServices |
| Management And General | 51169 | ManagementAndGeneral |
| Fundraising | 128698 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22318 | Total |
| Program Services | 22318 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1868437 | Total |
| Program Services | 1868437 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5489226 | Total |
| Program Services | 5483944 | ProgramServices |
| Management And General | 5282 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546029 | Total |
| Program Services | 546029 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| INSTITUTIONAL SUPPORT | 6675388 | 6352666 | 322722 |
| MISC. AUXILIARY SERVICE | 3607262 | 3607262 | |
| STUDENT SERVICES | 1790174 | 1790174 | |
| INSTRUCTIONAL COST | 886608 | 886608 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1736334 | Total |
| Program Services | 1642200 | ProgramServices |
| Management And General | 7470 | ManagementAndGeneral |
| Fundraising | 86664 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131960079 | Total |
| Program Services | 123013963 | ProgramServices |
| Management And General | 6072158 | ManagementAndGeneral |
| Fundraising | 2873958 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10304 | BOY |
| EOY | 10010 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10064213 | BOY |
| EOY | 4872557 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21773128 | BOY |
| EOY | 17089137 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8849426 | BOY |
| EOY | 7929879 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 846176 | BOY |
| EOY | 837744 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274045 | BOY |
| EOY | 287485 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 235076153 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 86345743 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136911858 | BOY |
| EOY | 148730410 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42897830 | BOY |
| EOY | 48386716 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19013748 | BOY |
| EOY | 4567092 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240640728 | BOY |
| EOY | 232711030 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13530376 | BOY |
| EOY | 10623670 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6478398 | BOY |
| EOY | 6150986 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47130452 | BOY |
| EOY | 43919187 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34881270 | BOY |
| EOY | 30813168 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12076867 | BOY |
| EOY | 11547668 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114097363 | BOY |
| EOY | 103054679 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62983903 | BOY |
| EOY | 74603248 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19927247 | BOY |
| EOY | 19941072 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43632215 | BOY |
| EOY | 35112031 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126543365 | BOY |
| EOY | 129656351 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240640728 | BOY |
| EOY | 232711030 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 436772 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2685695 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -9481 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 5 | TotalNumberOfEasements |
| Total Acreage | 386.50 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 0.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 4059686 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31162368 | BeginningOfYearBalance |
| Contributions | 2269247 | Contributions |
| Investment Earnings Or Losses | 3682940 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1072143 | GrantsOrScholarships |
| Administrative Expenses | -4053 | AdministrativeExpenses |
| End Of Year Balance | 36046465 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33742546 | BeginningOfYearBalance |
| Contributions | 31273 | Contributions |
| Investment Earnings Or Losses | -1587425 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 909839 | GrantsOrScholarships |
| Administrative Expenses | -118240 | AdministrativeExpenses |
| End Of Year Balance | 31158315 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28827495 | BeginningOfYearBalance |
| Contributions | 1410120 | Contributions |
| Investment Earnings Or Losses | 4469943 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 965012 | GrantsOrScholarships |
| End Of Year Balance | 33742546 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26931397 | BeginningOfYearBalance |
| Contributions | 1307544 | Contributions |
| Investment Earnings Or Losses | 1629172 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1040618 | GrantsOrScholarships |
| End Of Year Balance | 28827495 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33406033 | BeginningOfYearBalance |
| Contributions | 700796 | Contributions |
| Investment Earnings Or Losses | -7175432 | InvestmentEarningsOrLosses |
| End Of Year Balance | 26931397 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.97000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17569855 | OtherCostOrOtherBasis |
| Book Value | 17569855 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 172043896 | OtherCostOrOtherBasis |
| Depreciation | 53715990 | Depreciation |
| Book Value | 118327906 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32392018 | OtherCostOrOtherBasis |
| Depreciation | 27904464 | Depreciation |
| Book Value | 4487554 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13070384 | OtherCostOrOtherBasis |
| Depreciation | 4725289 | Depreciation |
| Book Value | 8345095 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 148730410 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SHORT-TERM CASH HOLDINGS | 7679044 | C |
| CORPORATE STOCKS | 3371017 | F |
| FIXED INCOME | 4818459 | F |
| MUTUAL FUNDS | 22492345 | F |
| ALTERNATIVE INVESTMENTS | 9270712 | F |
| OTHER | 755139 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 48386716 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $5,619,330 |
| ACCRUED CHARITABLE GIFT ANNUITY | $3,870,522 |
| ADVANCES FROM FEDERAL GOVERNMENT | $2,057,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11547668 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 137855350 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2685695 | NetUnrealizedGainsInvestments |
| Other Revenues | 2772804 | OtherRevenues |
| Revenue Not Rptd F990 | 5458499 | RevenueNotRptdF990 |
| Revenue Subtotal | 132396851 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 132396851 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 134742364 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2782285 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2782285 | ExpensesNotRptdF990 |
| Expenses Subtotal | 131960079 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 131960079 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | CONSERVATION EASEMENTS ARE RECORDED ON THE STATEMENT OF FINANCIAL POSITION AT COST IF PURCHASED AND AT FAIR VALUE AS OF THE DATE OF THE CONTRIBUTION IF RECEIVED BY DONATION. MAJOR IMPROVEMENTS ARE CAPITALIZED AT COST. FOR THE STATEMENT OF ACTIVITIES, NO REVENUES HAVE BEEN GENERATED BY CONSERVATION EASEMENTS AND THEREFORE, NONE RECORDED. EXPENSES FOR UPKEEP AND DEPRECIATION, IF APPLICABLE, ARE CHARGED TO UNRESTRICTED EXPENSE WHEN INCURRED. |
| PART III, LINE 4: | VARIOUS PAINTINGS AND SCULPTURES; USED TO STIMULATE ARTISTIC APPRECIATION. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 650 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ITS FINANCIAL STATEMENTS AS REQUIRED UNDER FASB ASC, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX PROVISION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION ACCOUNTING. THE UNIVERSITYS INCOME TAX RETURNS PRIOR TO 2009 ARE CLOSED. MANAGEMENT DETERMINED THERE WERE NO UNCERTAIN POSITIONS TAKEN BY THE UNIVERSITY IN ITS TAX RETURNS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,584,452. SPECIAL EVENT EXPENSES 197,833. UNREALIZED GAIN ON INTEREST RATE SWAP -9,481. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,584,452. SPECIAL EVENT EXPENSES 197,833. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 0 | 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 | THE ORGANIZATION PUBLICIZES ITS NONDISCRIMINATORY POLICY THROUGH VARIOUS MEDIA OUTLETS AND PROMOTIONAL MATERIALS IN ORDER TO ENSURE THAT ITS POLICY IS MADE KNOWN TO THE COMMUNITY. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAMS UNDER THE DIRECTION OF THE DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ASHBROOK MEMORIAL | NameOfEvent1 |
| Gross Receipts Event1 | 242167 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 209892 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32275 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 93728 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 67000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 37105 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 242167 | GrossReceiptsTotal |
| Charitable Contributions Total | 209892 | CharitableContributionsTotal |
| Gross Revenue Total Events | 32275 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 93728 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 67000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 37105 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 197833 | DirectExpenseSummaryEvents |
| Net Income Summary | -165558 | NetIncomeSummary |
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 | TUITION WAVER, SCHOLARSHIPS, FINANCIAL AID AND GRANTS | TypeOfGrant |
| Number Of Recipients | 2582 | NumberOfRecipients |
| Amount Of Cash Grant | 35456910 | AmountOfCashGrant |
| Method Of Valuation | CASH | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION WAIVER/EXCHANGE, ASHLAND UNIVERSITY FUNDED AND DONOR FUNDED SCHOLARSHIPS | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE UNIVERSITY AWARDS SCHOLARSHIPS BASED ON THE CRITERIA OF THE DONOR AND/OR THE UNIVERSITY. IF THE STUDENT MEETS THE PROGRAMMED RULES FOR A SCHOLARSHIP AND THE STUDENT IS REGISTERED FOR THE APPROPRIATE NUMBER OF CREDITS, THE FUNDS WILL BE TRANSMITTED TO THE STUDENT'S ACCOUNT. ALL SCHOLARSHIPS ARE APPLIED TO THE DIRECT COSTS OF THE STUDENT, INCLUDING TUITION, FEES, ROOM AND BOARD. THE UNIVERSITY ALSO MONITORS THE ACADEMIC PERFORMANCE OF EACH STUDENT TO MAKE SURE THAT HE/SHE IS MEETING THE ACADEMIC REQUIREMENTS FOR EACH SCHOLARSHIP. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICK J FINKS | ||||||||||||||
| PRESIDENT | 297347 | 0 | 0 | 0 | 59790 | 0 | 72000 | 0 | 17065 | 0 | 446202 | 0 | 0 | 0 |
| JAMES L KIRTLAND | ||||||||||||||
| VP BUSINESS AFFAIRS | 152565 | 0 | 0 | 0 | 893 | 0 | 12480 | 0 | 38297 | 0 | 204235 | 0 | 0 | 0 |
| JOHN C SHULTZ | ||||||||||||||
| PRESIDENT OF SEMINARY | 155059 | 0 | 0 | 0 | 9357 | 0 | 16074 | 0 | 16464 | 0 | 196954 | 0 | 0 | 0 |
| FRANK E PETTIGREW JR | ||||||||||||||
| PROVOST | 171859 | 0 | 0 | 0 | 2463 | 0 | 14226 | 0 | 16430 | 0 | 204978 | 0 | 0 | 0 |
| RON HUIATT | ||||||||||||||
| VP OF DEVELOPMENT | 137239 | 0 | 0 | 0 | 0 | 0 | 11270 | 0 | 17728 | 0 | 166237 | 0 | 0 | 0 |
| CURTIS D WHITE | ||||||||||||||
| VP OF INFORMATION TECHNOLO | 132707 | 0 | 0 | 0 | 427 | 0 | 14128 | 0 | 24280 | 0 | 171542 | 0 | 0 | 0 |
| DR PETER W SCHRAMM | ||||||||||||||
| PROFESSOR/DIR ASHBROOK CEN | 187546 | 0 | 0 | 0 | 9357 | 0 | 19018 | 0 | 13289 | 0 | 229210 | 0 | 0 | 0 |
| DAWN WEBER | ||||||||||||||
| DEAN OF ARTS & SCIENCES | 138257 | 0 | 0 | 0 | 646 | 0 | 11200 | 0 | 8298 | 0 | 158401 | 0 | 0 | 0 |
| STEVEN W POOL | ||||||||||||||
| PROFESSOR | 148200 | 0 | 0 | 0 | 1117 | 0 | 9580 | 0 | 6998 | 0 | 165895 | 0 | 0 | 0 |
| JEFFERY RUSSELL | ||||||||||||||
| DEAN OF BUSINESS | 135123 | 0 | 0 | 0 | 2322 | 0 | 11424 | 0 | 18465 | 0 | 167334 | 0 | 0 | 0 |
| JAMES VAN KEUREN | ||||||||||||||
| DEAN OF EDUCATION | 137057 | 0 | 0 | 0 | 0 | 0 | 10599 | 0 | 11219 | 0 | 158875 | 0 | 0 | 0 |
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 |
|---|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATION FACILITIES COMMISSION | ||||||||
| A | 346849674 | 67756BYP9 | 2010-06-10 | 42735000 | SEE SCHEDULE O FOR THE DESCRIPTION OF PURPOSE | 0 | 0 | 0 |
| TUSCARAWAS COUNTY PORT AUTHORITY | ||||||||
| B | 300012117 | 2011-03-30 | 8900000 | SEE SCHEDULE O FOR THE DESCRIPTION OF PURPOSE | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| A | 42735000 | 5913438 | 235856 | 2010 | 1 | 0 | 1 | 1 |
| B | 8900000 | 2011 | 0 | 0 | 1 | 1 |
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 | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE K, PART I, LINE B(F) | DESCRIPTION OF PURPOSE | BOND PROCEEDS WERE USED TO PAY OFF THE PREVIOUS 2004 BOND ISSUANCE AND ACCRUED INTEREST, TO PAY FOR ISSUANCE COSTS, AND TO FUND DEBT SERVICE AND INTEREST SERVICE RESERVES. THE ISSUE WAS MADE UP OF THREE SEPARATE CUSIP'S: 67756BYP9 - PROCEEDS OF $ 3,700,000 67756BXZ8 - PROCEEDS OF $ 1,860,000 67756BYA2 - PROCEEDS OF $37,175,000 |
| FORM 990, SCHEDULE K, PART I, LINE B(F) | DESCRIPTION OF PURPOSE | BOND PROCEEDS WERE USED FOR CAPITAL IMPROVEMENTS AND BUILDING RENOVATIONS. THE ISSUE WAS MADE UP OF TWO SEPARATE BONDS: 3/30/11 - PROCEEDS OF $4,000,000 3/30/11 - PROCEEDS OF $4,900,000 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| JAMES L KIRTLAND III | SON OF OFFICER | 20266 | TUITION WAIVER |
| LUANN WHITE | SPOUSE OF OFFICER | 2790 | TUITION WAIVER |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCP LIMITED PARTNERSHIP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE IS OWNER | Relationship |
| Amount Of Transaction | 110000 | AmountOfTransaction |
| Description Of Transaction | THE UNIVERSITY LEASES CLASSROOM AND OFFICE SPACE (STARK CENTER) FROM SCP LIMITED PARTNERSHIP THAT IS CONTROLLED BY DR. EMANUEL W. SANDBERG IN A FAIR VALUE RENTAL AGREEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY A SENIOR ACCOUNTANT AND THE VP FOR FINANCE AND ADMINISTRATION. IT IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW BOTH PRIOR TO ITS FILING AND AT ANY TIME DURING THE YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST QUESTIONNIARES ARE COMPLETED BY ALL TRUSTEES OF THE UNIVERSITY ANNUALLY. THE AUDIT COMMITTEEE AND THE CHAIR OF THE BOARD REVIEW THE QUESTIONARES ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES DETERMINES THE PRESIDENT'S COMPENSATION. THE PRESIDENT DETERMINES ALL OTHER EMPLOYEES' COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE KEPT ON SITE AND MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INTEREST RATE SWAP -9,481. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. | OVERSIGHT OF THE AUDIT |
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