IVY TECH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IVY TECH FOUNDATION INC (EIN 23-7073977)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349302989
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T12:46:33-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352123203 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | 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 | 237073977 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVY TECH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IVYT | NameControl |
| Phone | 3179214749 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST FALL CREEK PARKWAY NORTH | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462085752 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M MURPHY | Name |
| Title | PRESIDENT | Title |
| Phone | 3179214749 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT A SCHUSTER | Name |
| PTIN | P00019243 | PTIN |
| Phone | 3175802000 | Phone |
| Date Prepared | 2014-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN HONIGFORD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST FALL CREEK PARKWAY NORTH | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462085752 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38135789 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IVYTECH.EDU/GIVING | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO RECEIVE, HOLD, INVEST AND ADMINISTER PROPERTY AND TO SOLICIT AND RECEIVE CONTRIBUTIONS AND TO MAKE EXPENDITURES TO OR FOR THE BENEFIT OF IVY TECH COMMUNITY COLLEGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 56 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 54 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 600 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12863608 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13062205 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2312846 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2248652 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 900045 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1089873 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16076499 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16400730 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3329602 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3034755 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 302340 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8705347 | OtherExpensePriorYear |
| Other Expenses Current Year | 10109056 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12034949 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13143811 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4041550 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3256919 | RevenuesLessExpensesCY |
| Total Assets BOY | 113385105 | TotalAssetsBOY |
| Total Assets EOY | 121672966 | TotalAssetsEOY |
| Total Liabilities BOY | 24399576 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28280573 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 88985529 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 93392393 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO RECEIVE, HOLD, INVEST AND ADMINISTER PROPERTY AND TO SOLICIT AND RECEIVE CONTRIBUTIONS AND TO MAKE EXPENDITURES TO OR FOR THE BENEFIT OF IVY TECH COMMUNITY COLLEGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2875149 | Expense |
| Grants | 2875149 | Grants |
| Description | SOLICITING, RECEIVING, ADMINISTERING AND DISTRIBUTING DONATIONS FOR FINANCIAL AID FOR STUDENTS ATTENDING IVY TECH COMMUNITY COLLEGE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5432385 | Expense |
| Grants | 159606 | Grants |
| Revenue | 340166 | Revenue |
| Description | HELPING IVY TECH COMMUNITY COLLEGE OF INDIANA WITH ITS NEEDS FOR LAND, FACILITIES, AND EQUIPMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1429308 | Expense |
| Grants | 0 | Grants |
| Description | PROVIDING SUPPORT FOR SPECIAL, INNOVATIVE PROGRAMS OF IVY TECH COMMUNITY COLLEGE OF INDIANA. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2476216 | Expense |
| Grants | 0 | Grants |
| Revenue | 571565 | Revenue |
| Description | HELPING FUND OTHER PROGRAM EXPENDITURES FOR IVY TECH COMMUNITY COLLEGE OF INDIANA, INCLUDING FACULTY AND STAFF DEVELOPMENT, EMPLOYEE RECOGNITION, AND COMMUNITY OUTREACH EXPENDITURES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2476216 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 571565 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 12213058 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 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 | 56 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 54 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 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 | IN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN HONIGFORD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3179214749 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST FALL CREEK PARKWAY NORTH | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462085752 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (61 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| PHILIP B ROBY | |||||||
| CHAIRPERSON | 2.00 | X | X | 0 | 0 | 0 | |
| THOMAS J SNYDER | |||||||
| PRESIDENT (PARTIAL YEAR) | 40.00 | X | X | 0 | 308112 | 202061 | |
| JOHN M MURPHY | |||||||
| PRESIDENT (PARTIAL YEAR) | 40.00 | X | X | 0 | 0 | 0 | |
| MICHAEL M HARMLESS | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| PATRICK R RALSTON | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| TERRY BOWEN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JESSE R BRAND | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CATHERYN H BRODERICK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RONALD K FAUQUHER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN R BROOKS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DONALD E BROWN II | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MAJOR GENERAL GEORGE A BUSKIRK JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LORENE BURKHART | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN M CHAMPLIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HOLLY HILTON D'AMOUR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM S DOTY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GERALD D ERB | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CONNIE FERGUSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID FINDLAY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES J GARCIA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM GOINS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID R GOODMAN JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM GUTZWILLER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARK HAGERMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BRYANT R HANSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CATHERINE POPP HOFFMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| J MICHAEL JARVIS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARK MAASSEL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LEE MARCHANT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JAMES C MARCUCCILLI | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JAMES A MERTEN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| W QUINN BUCKNER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ANTHONY J MORAVEC | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| IZABELA OZDEMIR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DONNA V BUCK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAUL PERKINS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LU B PORTER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MAMON POWERS III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM RITZMANN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS J TRAURING | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEVE SCHRECKENGAST | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| AH SCHUMAKER II | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN R STEIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREGG A THARP | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DONALD G THOMAS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DARELL E ZINK JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| TERRY W ANKER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HONORABLE ALBERT HUNTINGTON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREG RANGER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL O LUNSFORD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GERALD A RICHARDSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD L VONDERHAAR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JAMES F AULT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LEX CURRY | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GREG HARBISON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAT HARRISON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOYCE Q ROGERS | |||||||
| VICE PRESIDENT | 40.00 | X | 0 | 217407 | 38303 | ||
| PERRY HAMMOCK | |||||||
| ASSISTANT SECRETARY | 40.00 | X | 0 | 99750 | 48243 | ||
| KEVIN HONIGFORD | |||||||
| ASSISTANT TREASURER | 40.00 | X | 0 | 137782 | 21010 | ||
| JEFFREY A TERP | |||||||
| SR. VP, ENGAGEMENT AND INS | 40.00 | 0 | 199095 | 73754 | X | ||
| CHRISTOPHER RUHL | |||||||
| ASSISTANT TREASURER | 40.00 | 0 | 191900 | 56870 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1154046 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 440241 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 993064 | FundraisingEvents |
| All Other Contributions | 12069141 | AllOtherContributions |
| Noncash Contributions | 1090474 | NoncashContributions |
| Total Contributions | 13062205 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1559820 | TotalRevenueColumn |
| Exclusion | $1,559,820 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105945 | TotalRevenueColumn |
| Exclusion | $105,945 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3427324 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2638694 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 788630 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 788630 | TotalRevenueColumn |
| Related Or Exempt Function Income | 340166 | RelatedOrExemptFunctionIncome |
| Exclusion | $448,464 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18465713 | Securities |
| Other | 848450 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17776881 | Securities |
| Other | 848450 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 688832 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 688832 | TotalRevenueColumn |
| Exclusion | $688,832 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 94767 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 993064 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 471034 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -376267 | TotalRevenueColumn |
| Exclusion | -$376,267 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| VENDING INCOME | 900099 | 552878 | 552878 |
| OTHER | 900099 | 18687 | 18687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 571565 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16400730 | TotalRevenueColumn |
| Related Or Exempt Function Income | 911731 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,426,794 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159606 | Total |
| Program Services | 159606 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2875149 | Total |
| Program Services | 2875149 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67978 | Total |
| Management And General | 67978 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87877 | Total |
| Management And General | 87877 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102028 | Total |
| Fundraising | 102028 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16181 | Total |
| Program Services | 10204 | ProgramServices |
| Fundraising | 5977 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20648 | Total |
| Program Services | 3221 | ProgramServices |
| Management And General | 13326 | ManagementAndGeneral |
| Fundraising | 4101 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71112 | Total |
| Management And General | 71112 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26906 | Total |
| Program Services | 26114 | ProgramServices |
| Fundraising | 792 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1614 | Total |
| Program Services | 1614 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92416 | Total |
| Program Services | 85167 | ProgramServices |
| Management And General | 1446 | ManagementAndGeneral |
| Fundraising | 5803 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855676 | Total |
| Program Services | 855676 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74515 | Total |
| Fundraising | 74515 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INSTRUCTION SUPPLIES AN | 4542842 | 4542842 |
| SPECIAL PROGRAMS | 1429308 | 1429308 |
| OUTREACH PROGRAM EXPENS | 987549 | 987549 |
| IN-KIND EXPENSES | 739937 | 739937 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992469 | Total |
| Program Services | 496671 | ProgramServices |
| Management And General | 386674 | ManagementAndGeneral |
| Fundraising | 109124 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13143811 | Total |
| Program Services | 12213058 | ProgramServices |
| Management And General | 628413 | ManagementAndGeneral |
| Fundraising | 302340 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3338 | BOY |
| EOY | 3338 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7016063 | BOY |
| EOY | 5199287 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8802045 | BOY |
| EOY | 10572426 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604365 | BOY |
| EOY | 702379 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 52298800 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6739888 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37819364 | BOY |
| EOY | 45558912 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29392219 | BOY |
| EOY | 30178366 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3898297 | BOY |
| EOY | 5940962 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25849414 | BOY |
| EOY | 23517296 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113385105 | BOY |
| EOY | 121672966 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1510818 | BOY |
| EOY | 1038892 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1272186 | BOY |
| EOY | 1788304 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 907690 | BOY |
| EOY | 860846 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16185471 | BOY |
| EOY | 19571981 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3834480 | BOY |
| EOY | 4680326 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 688931 | BOY |
| EOY | 340224 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24399576 | BOY |
| EOY | 28280573 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7862255 | BOY |
| EOY | 9552787 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57791046 | BOY |
| EOY | 58409035 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23332228 | BOY |
| EOY | 25430571 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88985529 | BOY |
| EOY | 93392393 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113385105 | BOY |
| EOY | 121672966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3256919 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 837911 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 312034 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11612984 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17570689 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33248339 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12863608 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13062205 | CurrentTaxYear |
| Total | 88357825 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11612984 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17570689 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33248339 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12863608 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13062205 | CurrentTaxYear |
| Total | 88357825 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 26870601 | AmountsSubstContributorsTotal |
| Public Support Total170 | 61487224 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2209107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2370562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3111963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3171676 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5093089 | CurrentTaxYear |
| Total | 15956397 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 104314222 | TotalSupport |
| Gross Receipts From Admissions Etc | 4436325 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58940 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57770 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Assets In Part X | 82970 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | USE IN ART EDUCATION | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23211845 | BeginningOfYearBalance |
| Contributions | 1621229 | Contributions |
| Investment Earnings Or Losses | 2330489 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1087771 | GrantsOrScholarships |
| End Of Year Balance | 26075792 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22273850 | BeginningOfYearBalance |
| Contributions | 1921312 | Contributions |
| Investment Earnings Or Losses | 51679 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1034996 | GrantsOrScholarships |
| End Of Year Balance | 23211845 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19385710 | BeginningOfYearBalance |
| Contributions | 760975 | Contributions |
| Investment Earnings Or Losses | 3127216 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1000051 | GrantsOrScholarships |
| End Of Year Balance | 22273850 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16451992 | BeginningOfYearBalance |
| Contributions | 1321814 | Contributions |
| Investment Earnings Or Losses | 1689849 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 77945 | GrantsOrScholarships |
| End Of Year Balance | 19385710 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18100255 | BeginningOfYearBalance |
| Contributions | 182169 | Contributions |
| Investment Earnings Or Losses | -1178514 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 651918 | GrantsOrScholarships |
| End Of Year Balance | 16451992 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.95770 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04230 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14187251 | OtherCostOrOtherBasis |
| Book Value | 14187251 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37567484 | OtherCostOrOtherBasis |
| Depreciation | 6477841 | Depreciation |
| Book Value | 31089643 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 544065 | OtherCostOrOtherBasis |
| Depreciation | 262047 | Depreciation |
| Book Value | 282018 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 45558912 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LOAN RECEIVABLE | 23510509 |
| INVESTMENT IN CEI | 6787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 23517296 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $95,375 |
| INTEREST RATE SWAP LIABILITY | $244,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 340224 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 19924024 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 837911 | NetUnrealizedGainsInvestments |
| Other Revenues | 2787566 | OtherRevenues |
| Revenue Not Rptd F990 | 3625477 | RevenueNotRptdF990 |
| Revenue Subtotal | 16298547 | RevenueSubtotal |
| Investment Expenses Not Included | 87877 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 14306 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 102183 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16400730 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16575798 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3534170 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3534170 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13041628 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 87877 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 14306 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 102183 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13143811 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | COLLECTION CONSISTS OF 50 PIECES OF ARTWORK IN LAFAYETTE REGION, FOR ONE OR MORE OF THE FOLLOWING PURPOSES: 1) FURTHERANCE OF IVY TECH ART PROGRAM, 2) TEACHING ART TO THE ART STUDENTS, 3) USE IN ART OR ART APPRECIATION COURSES WHICH ARE PART OF THE CURRICULUM, 4) DISPLAY AS PART OF ITS ART COLLECTIONS. | |
| PART IV, LINE 2B: | THE FOUNDATION SERVES AS THE FISCAL AGENT FOR CASH AND PLEDGES RECEIVED FOR INTERSECTION CONNECTION, A JOINT VENTURE BETWEEN THE IVY TECH FOUNDATION AND TWO OTHER UNRELATED NOT-FOR-PROFIT ORGANIZATIONS. THE EXPENDITURE OF THE FUNDS IS SUBJECT TO THE APPROVAL OF THE COORDINATING COMMITTEE ESTABLISHED UNDER THE AGREEMENT, WHICH INCLUDES REPRESENTATIVES FROM ALL THREE PARTIES. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE UTILIZED TO ASSIST THE MISSION OF IVY TECH COMMUNITY COLLEGE. MOST FUNDS PROVIDE SCHOLARSHIPS FOR STUDENTS ATTENDING THE COLLEGE. THE REMAINDER OF THE FUNDS PROVIDE PROGRAMS, FACILITIES, SUPPLIES AND EQUIPMENT TO THE COLLEGE. THE FOUNDATION'S POLICY IS TO ANNUALLY DISTRIBUTE 5% OF THE ENDOWMENT'S ASSET VALUE. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | IVY TECH FOUNDATION, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). CEP IS A SINGLE MEMBER, MEMBER MANAGED LIMITED LIABILITY COMPANY THAT IS TREATED AS A DISREGARDED ENTITY FOR FEDERAL AND STATE INCOME TAX PURPOSES, AND THUS IS ALSO EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. IVY TECH PROPERTIES, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(2) OF THE IRC. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THESE ENTITIES. IN ADDITION, IVY TECH FOUNDATION, INC. HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2013 AND 2012. THE FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATIONAL TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RENTAL EXPENSES 2,638,694. INVESTMENT INCOME OF SUBSIDIARIES 10,816. GAIN FROM INTEREST RATE SWAP 138,056. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| UNCOLLECTIBLE PLEDGES 14,306. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 2,638,694. EXPENSES OF SUBSIDIARIES 895,476. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| UNCOLLECTIBLE PLEDGES 14,306. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| DONOR BY DESIGN LLC | ||||||||
| 724 NORTH ELIZABETH AVE | FERGUSON | MO | 63135 | CAPITAL CAMPAIGN CONSULTING | 0 | 841876 | 0 | 21153 |
| FULCRUM PS LLC | ||||||||
| 15707C COIT ROAD | DALLAS | TX | 75248 | PLANNED GIVING CONSULTING | 0 | 0 | 0 | 78507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 841876 | TotalGrossReceipts |
| Total Net To Organization | 99660 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 50TH ANNIVERSARY GALA | NameOfEvent1 |
| Gross Receipts Event1 | 237562 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 225262 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12300 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 85002 | OtherDirectExpensesEvent1 |
| Name Of Event2 | THIS IS IT | NameOfEvent2 |
| Gross Receipts Event2 | 118753 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 112458 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6295 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 45256 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 29 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 731516 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 655344 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 76172 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 340776 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1087831 | GrossReceiptsTotal |
| Charitable Contributions Total | 993064 | CharitableContributionsTotal |
| Gross Revenue Total Events | 94767 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 471034 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 471034 | DirectExpenseSummaryEvents |
| Net Income Summary | -376267 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||||||||||
| 50 W FALL CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46208 | 351180631 | STATE OF INDIANA | 149606 | APPRAISAL | LAND AND BUILDINGS | TO FURTHER THE EDUCATIONAL MISSION OF IVY TECH COMMUNITY COLLEGE OF INDIANA. | |
| GREATER KOKOMO ECONOMIC DEVELOPMENT ALLIANCE | ||||||||||
| 700 E FIRMIN ST SUITE 200 | KOKOMO | IN | 46902 | 351499686 | 501(C)(3) | TO FURTHER THE EDUCATIONAL MISSION OF IVY TECH COMMUNITY COLLEGE OF INDIANA. | 10000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 3314 | NumberOfRecipients |
| Amount Of Cash Grant | 2875149 | 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: GRANT ALLOCATIONS ARE DIRECTLY GIVEN TO IVY TECH COMMUNITY COLLEGE. THE COLLEGE AWARDS SCHOLARSHIPS BASED ON PRE-SET CRITERIA AND MONITORS THE USE OF THE GRANT MONEY. THE FOUNDATION ALSO PROVIDES GRANTS TO OTHER ORGANIZATIONS TO FURTHER THE EDUCATION MISSION OF IVY TECH COMMUNITY COLLEGE. THESE GRANTS ARE MONITORED ON A CASE-BY-CASE BASIS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J SNYDER | ||||||||||||||
| PRESIDENT (PARTIAL YEAR) | 0 | 297320 | 0 | 0 | 0 | 10792 | 0 | 0 | 0 | 202061 | 0 | 510173 | 0 | 0 |
| JOYCE Q ROGERS | ||||||||||||||
| VICE PRESIDENT | 0 | 209727 | 0 | 0 | 0 | 7680 | 0 | 0 | 0 | 38303 | 0 | 255710 | 0 | 0 |
| KEVIN HONIGFORD | ||||||||||||||
| ASSISTANT TREASURER | 0 | 135814 | 0 | 0 | 0 | 1968 | 0 | 0 | 0 | 21010 | 0 | 158792 | 0 | 0 |
| JEFFREY A TERP | ||||||||||||||
| SR. VP, ENGAGEMENT AND INS | 0 | 192964 | 0 | 0 | 0 | 6131 | 0 | 25650 | 0 | 48104 | 0 | 272849 | 0 | 0 |
| CHRISTOPHER RUHL | ||||||||||||||
| ASSISTANT TREASURER | 0 | 188698 | 0 | 0 | 0 | 3202 | 0 | 11000 | 0 | 45870 | 0 | 248770 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | ON A PRE-APPROVED BASIS, CERTAIN IVY TECH COMMUNITY COLLEGE EMPLOYEES ARE PROVIDED SOCIAL CLUB MEMBERSHIPS TO ACCOMMODATE BUSINESS NEEDS RELATED TO COLLEGE FUNCTIONS OR COMMUNITY OUTREACH. THE SOCIAL CLUB MEMBERSHIP DUES ARE PAID BY THE IVY TECH FOUNDATION. ANY PERSONAL USE OF SOCIAL CLUB MEMBERSHIPS IS A TAXABLE FRINGE BENEFIT AND IS INCLUDED IN THE TAXABLE WAGES OF EMPLOYEES RECEIVING THE BENEFIT. ADDITIONALLY, PAY IS INCREASED/GROSSED UP TO COMPENSATE EMPLOYEES FOR THE ESTIMATED TAXES OWED AS A RESULT OF ANY DERIVED TAXABLE INCOME. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| OLD NATIONAL BANK | |||||||
| A | 351729164 | 2010-04-30 | 2270118 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
| RIVER VALLEY FINANCIAL BANK | |||||||
| B | 350281620 | 2011-12-09 | 1377520 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
| OLD NATIONAL BANK | |||||||
| C | 351729164 | 2012-06-19 | 1833253 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
| OLD NATIONAL BANK | |||||||
| D | 351729164 | 2012-08-30 | 4261096 | PURCHASE REAL ESTATE USED BY IVY TECH | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Issuance Costs From ProceedsIssuanceCostsFromProceeds |
|---|---|---|---|---|---|---|---|---|
| A | 2270118 | 2270118 | 2010 | 0 | 1 | 1 | 1 | |
| B | 1377520 | 1377520 | 2011 | 0 | 1 | 1 | 1 | 42480 |
| C | 1833253 | 1833253 | 2011 | 0 | 1 | 1 | 1 | 37605 |
| D | 4261096 | 4261096 | 2012 | 0 | 1 | 1 | 1 | 38904 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 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 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DONALD G THOMAS | NamePerson |
| Purpose Of Loan | PURCHASE OF LAND AND BUILDING; REFINANCE REAL ESTATE | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $1,167,606 | OriginalPrincipalAmount |
| Balance Due | 860846 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 860846 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS/FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 6186 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 14604 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 126955 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 300539 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CARDS, WATER, MISC. ITEMS | 44 | 131650 | FAIR MARKET VALUE |
| X | MEDICAL SERVICES/EQUIPMEN | 5 | 65870 | FAIR MARKET VALUE |
| X | EQUIPMENT | 36 | 387470 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | 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 (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 WILL FIRST BE THOROUGHLY REVIEWED BY THE AUDIT AND ADMINISTRATIVE POLICIES COMMITTEE. ANY APPROPRIATE REVISIONS WILL BE MADE AND THEN THE UPDATED FORM 990 WILL BE SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. AGAIN, ANY APPROPRIATE REVISIONS WILL BE MADE BEFORE FILING. IF SUBSTANTIAL REVISIONS ARE NEEDED, THE FORM 990 WILL BE CIRCULATED A SECOND TIME TO ALL BOARD MEMBERS BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY INCLUDES A FORM TO BE COMPLETED AND SUBMITTED ANNUALLY. THE FORM REQUIRES INFORMATION REGARDING EACH RECIPIENTS FINANCIAL INTERESTS AND EMPLOYMENT. THE CONTENT OF EACH FORM IS REVIEWED BY THE ASSISTANT TREASURER TO ASSESS ANY POTENTIAL CONFLICTS OF INTEREST. IF CONFLICTS OF INTEREST EXIST, THE POLICY PROVIDES THE PROCEDURAL GUIDELINES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE IVY TECH FOUNDATION HAS NO EMPLOYEES. THE FOUNDATION CONTRACTS WITH IVY TECH COMMUNITY COLLEGE FOR SERVICES PERFORMED BY COLLEGE EMPLOYEES THAT BENEFIT THE FOUNDATION. COLLEGE SALARIES ARE ESTABLISHED BASED UPON COMPARATIVE SALARY ANALYSIS OF COLLEGE EMPLOYEES IN COMPARABLE POSITIONS, CONSIDERATION OF ECONOMIES OF SCALE, INPUT FROM HUMAN RESOURCES AND FINAL APPROVAL OF APPROPRIATE COLLEGE OFFICER. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE IVY TECH FOUNDATION ONLY FILES FORM 990 AND MAKES IT AVAILABLE TO THE PUBLIC AS FOLLOWS: 1) IVY TECH COMMUNITY COLLEGE'S WEBSITE, 2) IVY TECH FOUNDATION'S CENTRAL OFFICE LOCATION IN INDIANAPOLIS, IN AND 3) UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AS FOLLOWS: 1) IVY TECH COMMUNITY COLLEGE'S WEBSITE, 2) INCLUSION WITHIN IVY TECH COMMUNITY COLLEGE'S ANNUAL FINANCIAL REPORT, WHICH IS AVAILABLE TO THE PUBLIC AND 3) UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | SUBSIDIARIES INCOME -884,660. GAIN ON INTEREST RATE SWAP 138,056. INVESTMENT IN IVY TECH PROPERTIES 1,058,638. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ENTERPRISES PROPERTIES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W FALL CREEK PARKWAY N DRIVE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271333852 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Total Income | 2200579 | TotalIncome |
| EOY Assets | 28237801 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVY TECH FOUNDATION INC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||||||||||
| 50 W FALL CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46208 | 351180631 | POST-SECONDARY EDUCATION | IN | N/A | 0 | ||
| IVY TECH PROPERTIES INC | ||||||||||
| 50 W FALL CREEK PARKWAY NORTH DRIVE | INDIANAPOLIS | IN | 46208 | 454551412 | ACQUIRE,OWN AND REDEVELOP PROPERTY FOR THE BENEFIT OF IVY TECH COMMUNITY COL | IN | 0 | 501(C)(2) | IVY TECH FOUNDATION INC | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ENTERPRISES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W FALL CREEK PARKWAY N DRIVE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943447601 | EIN |
| Primary Activity | INVESTMENTS | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 9 | ShareOfTotalIncome |
| Share Of EOY Assets | 9357 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 1 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| IVY TECH COMMUNITY COLLEGE OF INDIANA - SCHOLARSHIPS | ||
| B | 2875149 | CASH |
| IVY TECH COMMUNITY COLLEGE OF INDIANA - LANDBLDG GRANT | ||
| B | 149606 | APPRAISAL |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| O | 357492 | FMV |
| IVY TECH COMMUNITY COLLEGE OF INDIANA - RENT | ||
| J | 2210707 | FMV |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| R | 1429308 | FMV |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| G | 848450 | FMV |
| IVY TECH COMMUNITY COLLEGE OF INDIANA | ||
| D | 530019 | FMV |
| IVY TECH PROPERTIES INC | ||
| D | 1097950 | FMV |
| IVY TECH PROPERTIES INC (RENTAL INCOME) | ||
| K | 549250 | FMV |
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