BALDWIN WALLACE UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BALDWIN WALLACE UNIVERSITY (EIN 34-0714629)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-01
- IRS object ID
- 201300329349301205
- Schema version
- 2011v1.5
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-01T12:52:06-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714629 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDWIN-WALLACE COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SHARON VITAZ | InCareOfName |
| Name Control | BALD | NameControl |
| Phone | 4408262423 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Eastland Road | AddressLine1 |
| City | Berea | City |
| State | OH | State |
| ZIP Code | 440172088 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William M Reniff | Name |
| Title | VP Finance & Administration | Title |
| Phone | 4408262423 | Phone |
| Date Signed | 2013-01-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Richard W Durst | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Eastland Road | AddressLine1 |
| City | Berea | City |
| State | OH | State |
| ZIP Code | 440172088 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 149210714 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.bw.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1842 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | Baldwin-Wallace College provides undergraduate higher education leading to the bachelor degree, and graduate education at the masters level in three fields. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3083 | TotalNbrEmployees |
| Total Gross UBI | 30293 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1134 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11191821 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12396272 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 100746633 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 101730960 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2578894 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10405650 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4739937 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4604237 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 119257285 | TotalRevenuePriorYear |
| Total Revenue Current Year | 129137119 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 34911913 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 36250170 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51716900 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 53220787 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 175447 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 130812 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1854933 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28233626 | OtherExpensePriorYear |
| Other Expenses Current Year | 28338548 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 115037886 | TotalExpensesPriorYear |
| Total Expenses Current Year | 117940317 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4219399 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11196802 | RevenuesLessExpensesCY |
| Total Assets BOY | 265585329 | TotalAssetsBOY |
| Total Assets EOY | 267451809 | TotalAssetsEOY |
| Total Liabilities BOY | 29492715 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28018481 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 236092614 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 239433328 | NetAssetsOrFundBalancesEOY |
| Mission Description | BALDWIN-WALLACE COLLEGE IS AN ACADEMIC COMMUNITY COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS THE FOUNDATION FOR LIFELONG LEARNING. THE COLLEGE FULFILLS THIS MISSION THROUGH A RIGOROUS ACADEMIC PROGRAM THAT IS CHARACTERIZED BY EXCELLENCE IN TEACHING AND LEARNING. IT MAINTAINS A CHALLENGING, SUPPORTIVE ENVIRONMENT THAT ENHANCES STUDENTS' INTELLECTUAL AND SPIRITUAL GROWTH. BALDWIN-WALLACE ASSISTS STUDENTS IN THEIR PREPARATION TO BECOME CONTRIBUTING, COMPASSIONATE CITIZENS OF AN INCREASINGLY GLOBAL SOCIETY AND ENCOURAGES THEIR PURSUIT OF PERSONAL AND PROFESSIONAL EXCELLENCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 55002554 | Expense |
| Revenue | 93372584 | Revenue |
| Description | Education of 2,963 full-time undergraduate students, 498 part-time undergraduates, and 716 graduate students, plus certificate programs and faculty scholarly research. The College maintains more than sixty majors for traditional undergraduates, plus programs for evening and weekend students. These are within the following seven divisions: Business Administration, Education, Health and Physical Education, Humanities, Music, Science and Mathematics, and Social Sciences. Bachelor degrees offered are Bachelor of Arts, Bachelor of Science, Bachelor of Science in Education, Bachelor of Music, and Bachelor of Music in Education. The graduate programs lead to the degrees of Master of Arts in Education, Master of Business Administration, and Master of Medical Science. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 36250170 | Expense |
| Grants | 36250170 | Grants |
| Description | Scholarships and need-based financial aid grants to students actively enrolled in the College. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13785811 | Expense |
| Revenue | 12767919 | Revenue |
| Description | Auxiliary services and activities for students, including residence halls housing 1,715 full-time students, dining halls, bookstore, athletics, student union, recreation center, and health center. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 105038535 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 216 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3083 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHARON VITAZ | NamePerson |
| Telephone Number | 4408262423 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 EASTLAND ROAD | AddressLine1 |
| City | Berea | City |
| State | OH | State |
| ZIP Code | 44017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
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 |
|---|---|---|---|---|---|---|---|
| Paul H Carleton | |||||||
| Chair | 5.0 | X | X | 0 | 0 | 0 | |
| Delores K Minter | |||||||
| Secretary | 2.0 | X | X | 0 | 0 | 0 | |
| Christopher M Zito | |||||||
| Assistant Secretary | 2.0 | X | X | 0 | 0 | 0 | |
| Clyde E Bartter | |||||||
| Treasurer | 2.0 | X | X | 0 | 0 | 0 | |
| Stephen W Boesel | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Donald W Bogus | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| George T Boyer | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Willard E Carmel | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Paul G Clark | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Pamela D Connolly | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Robin C Cottingham | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| James M Davidson | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Agnes M Dover | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Paterick J Dunlavy | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Bennett L Gaines | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Daniel C Hagen | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Michael G Hanna Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Donald Hill | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| John W Hoyt | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Steven E Koenig | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| John W Kropf | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Thomas M LaMotte | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| John P Lanigan | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Debra Lyons | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Kenneth E Marks | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| David F Martin | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Wade I Massad | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Randell McShepard | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Edward Napoleon Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Steven M Nobil | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Paul E Pendleton | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Charles E Rotuno | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Bipin C Shah | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Mark H Summers | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| William B Summers Jr | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Elizabeth M Swailes | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Donna Z Thomas | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| James A Thomas | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Lee Thomas | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Floyd A Trouten | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Thomas A Waltermire | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Richard W Durst | |||||||
| President | 50.0 | X | 300952 | 0 | 45171 | ||
| Richard L Fletcher | |||||||
| Senior Vice President | 50.0 | X | 160754 | 0 | 26145 | ||
| Mary Lou Higgerson | |||||||
| VP Academic Affairs | 50.0 | X | 185491 | 0 | 17293 | ||
| William M Reniff | |||||||
| VP Finance & Administration | 50.0 | X | 163419 | 0 | 28474 | ||
| Susan Dileno | |||||||
| VP Enrollment Management | 50.0 | X | 126217 | 0 | 21934 | ||
| Trina Dobberstein | |||||||
| VP Student Affairs | 50.0 | X | 124782 | 0 | 8682 | ||
| William J Spiker | |||||||
| VP Advancement | 50.0 | X | 178271 | 0 | 32612 | ||
| Pierre David | |||||||
| Professor | 50.0 | 115508 | 0 | 29913 | X | ||
| David Krueger | |||||||
| Professor | 50.0 | 109747 | 0 | 27439 | X | ||
| Susan Kuznik | |||||||
| Professor | 50.0 | 115683 | 0 | 16642 | X | ||
| Ven Ochaya | |||||||
| Associate Professor | 50.0 | 119891 | 0 | 6107 | X | ||
| Henry Lewandowski | |||||||
| Professor | 50.0 | 111632 | 0 | 13916 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1812347 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 274328 | TotalOtherCompensation |
| Number Individuals GT100 K | 26 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCM Co Inc | |||||
| 1468 W Ninth Street | CLEVELAND | OH | 44113 | Project Management | 858924 |
| Ruffalo Cody | |||||
| PO Box 3018 | CEDAR RAPIDS | IA | 52406 | Telemarketing | 279168 |
| The Collaborative Inc | |||||
| 500 Madison Ave | TOLEDO | OH | 43604 | Architectual | 257650 |
| The Forquer Group | |||||
| 100 State Street 310 | ERIE | PA | 16507 | IT support | 182460 |
| Competitive Edge Consulting | |||||
| 16512 Clifton Blvd | LAKEWOOD | OH | 44107 | Expert speakers | 175342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 1618128 | GovernmentGrants |
| All Other Contributions | 10778144 | AllOtherContributions |
| Noncash Contributions | 837045 | NoncashContributions |
| Total Contributions | 12396272 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION FROM DEGREE-CREDIT STUDENTS | 92496615 | 92496615 |
| STUDENT RESIDENCE HALLS | 8227794 | 8227794 |
| SPONSORED PROGRAMS | 875969 | 875969 |
| CONCERT AND THEATRE TICKETS | 83131 | 83131 |
| ATHLETIC TICKETS | 47451 | 47451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 101730960 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9758303 | TotalRevenueColumn |
| Exclusion | $9,758,303 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 71487 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 117820 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -46333 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -46333 | TotalRevenueColumn |
| Exclusion | -$46,333 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14723658 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14076311 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 647347 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 647347 | TotalRevenueColumn |
| Exclusion | $647,347 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 10289007 | GrossSalesOfInventory |
| Cost Of Goods Sold | 5879464 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4409543 | TotalRevenueColumn |
| Unrelated Business Revenue | 30293 | UnrelatedBusinessRevenue |
| Exclusion | $4,379,250 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| FACILITIES USE FEE | 108291 | $108,291 |
| PARKING | 48772 | $48,772 |
| MISCELLANEOUS | 83964 | $83,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 241027 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129137119 | TotalRevenueColumn |
| Related Or Exempt Function Income | 101730960 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30293 | UnrelatedBusinessRevenue |
| Exclusion | $14,979,594 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36250170 | Total |
| Program Services | 36250170 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1517957 | Total |
| Program Services | 151800 | ProgramServices |
| Management And General | 1167722 | ManagementAndGeneral |
| Fundraising | 198435 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39338880 | Total |
| Program Services | 32333553 | ProgramServices |
| Management And General | 6270064 | ManagementAndGeneral |
| Fundraising | 735263 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2036285 | Total |
| Program Services | 1556614 | ProgramServices |
| Management And General | 424421 | ManagementAndGeneral |
| Fundraising | 55250 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7273236 | Total |
| Program Services | 5814305 | ProgramServices |
| Management And General | 1261113 | ManagementAndGeneral |
| Fundraising | 197818 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3054429 | Total |
| Program Services | 2334923 | ProgramServices |
| Management And General | 636631 | ManagementAndGeneral |
| Fundraising | 82875 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108889 | Total |
| Management And General | 108889 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125000 | Total |
| Management And General | 125000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130812 | Total |
| Fundraising | 130812 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144841 | Total |
| Management And General | 144841 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548101 | Total |
| Program Services | 422103 | ProgramServices |
| Management And General | 125998 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 848861 | Total |
| Management And General | 848861 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3145940 | Total |
| Program Services | 2375391 | ProgramServices |
| Management And General | 686907 | ManagementAndGeneral |
| Fundraising | 83642 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1326299 | Total |
| Program Services | 820251 | ProgramServices |
| Management And General | 470115 | ManagementAndGeneral |
| Fundraising | 35933 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14105 | Total |
| Program Services | 14105 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7555702 | Total |
| Program Services | 4215461 | ProgramServices |
| Management And General | 3340241 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1865939 | Total |
| Program Services | 1314919 | ProgramServices |
| Management And General | 454775 | ManagementAndGeneral |
| Fundraising | 96245 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418478 | Total |
| Program Services | 384441 | ProgramServices |
| Management And General | 30194 | ManagementAndGeneral |
| Fundraising | 3843 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 664071 | Total |
| Management And General | 664071 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6828402 | Total |
| Program Services | 6418698 | ProgramServices |
| Management And General | 341420 | ManagementAndGeneral |
| Fundraising | 68284 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 556671 | Total |
| Program Services | 200061 | ProgramServices |
| Management And General | 355363 | ManagementAndGeneral |
| Fundraising | 1247 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OFF-CAMPUS STUDY TUITION | 932891 | 932891 | ||
| ORGANIZATIONAL MEMBERSHIPS | 316425 | 150362 | 113671 | 52392 |
| UNRELATED BUSINESS TAX | 170 | 170 | ||
| SQ. FT. ALLOC. $7,447,648 PLAN | 7000789 | -7075265 | 74476 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2937763 | Total |
| Program Services | 2347698 | ProgramServices |
| Management And General | 551647 | ManagementAndGeneral |
| Fundraising | 38418 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117940317 | Total |
| Program Services | 105038535 | ProgramServices |
| Management And General | 11046849 | ManagementAndGeneral |
| Fundraising | 1854933 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7286957 | BOY |
| EOY | 3980985 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10965568 | BOY |
| EOY | 11909658 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5097395 | BOY |
| EOY | 7431305 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3401470 | BOY |
| EOY | 4033877 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1482402 | BOY |
| EOY | 1688640 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 596402 | BOY |
| EOY | 755150 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 181335849 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 79749747 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98241716 | BOY |
| EOY | 101586102 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105701734 | BOY |
| EOY | 99521720 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1780722 | BOY |
| EOY | 2858853 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19515255 | BOY |
| EOY | 23849252 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11515708 | BOY |
| EOY | 9836267 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265585329 | BOY |
| EOY | 267451809 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5178986 | BOY |
| EOY | 4800224 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3696487 | BOY |
| EOY | 3568229 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13005000 | BOY |
| EOY | 12085000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7612242 | BOY |
| EOY | 7565028 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29492715 | BOY |
| EOY | 28018481 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55371320 | BOY |
| EOY | 57627017 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77901008 | BOY |
| EOY | 83668574 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102820286 | BOY |
| EOY | 98137737 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236092614 | BOY |
| EOY | 239433328 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265585329 | BOY |
| EOY | 267451809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11196802 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7856088 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 1 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Funds And Other Accounts | 198750 | GrantsFundsAndOtherAccounts |
| Aggregate Fund Value | 1663953 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Art instruction | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 103749666 | BeginningOfYearBalance |
| Contributions | 1909886 | Contributions |
| Investment Earnings Or Losses | -670034 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1705396 | GrantsOrScholarships |
| Other Expenditures | 3980965 | OtherExpenditures |
| End Of Year Balance | 99303157 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 89985669 | BeginningOfYearBalance |
| Contributions | 494194 | Contributions |
| Investment Earnings Or Losses | 19379466 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2242018 | GrantsOrScholarships |
| Other Expenditures | 3867645 | OtherExpenditures |
| End Of Year Balance | 103749666 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83358214 | BeginningOfYearBalance |
| Contributions | 546311 | Contributions |
| Investment Earnings Or Losses | 12315218 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1709995 | GrantsOrScholarships |
| Other Expenditures | 4524079 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 89985669 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 114021249 | BeginningOfYearBalance |
| Contributions | 731972 | Contributions |
| Investment Earnings Or Losses | -25211066 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2395243 | GrantsOrScholarships |
| Other Expenditures | 3788698 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 83358214 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09783 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.90217 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7528375 | OtherCostOrOtherBasis |
| Book Value | 7528375 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3012392 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 150118568 | OtherCostOrOtherBasis |
| Depreciation | 66907433 | Depreciation |
| Book Value | 86223527 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 462753 | OtherCostOrOtherBasis |
| Depreciation | 462753 | Depreciation |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20213761 | OtherCostOrOtherBasis |
| Depreciation | 12379561 | Depreciation |
| Book Value | 7834200 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 101586102 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| STUDENT LOANS | 3920205 | F |
| KCM I | 18780392 | F |
| KBS | 1148655 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 23849252 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY OBLIGATIONS | $3,620,674 |
| US GOVERNMENT ADVANCES | $2,486,727 |
| ASSET IMPAIRMENT EXTIMATES | $856,259 |
| FUNDS HELD FOR STUDENT GROUPS | $488,039 |
| DEFERRED COMPENSATION | $113,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7565028 | TotalOfAmounts |
| Total Revenue | 129137119 | TotalRevenue |
| Total Expenses | 117940317 | TotalExpenses |
| Excess Or Deficit For Year | 11196802 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7856088 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -7856088 | TotalAdjustments |
| Excess Or Deficit Per FS | 3340714 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 91727024 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7856088 | NetUnrealizedGainsInvestments |
| Other Revenues | 6696163 | OtherRevenues |
| Revenue Not Rptd F990 | -1159925 | RevenueNotRptdF990 |
| Revenue Subtotal | 92886949 | RevenueSubtotal |
| Other Revenues Not Included | 36250170 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 36250170 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 129137119 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 88386310 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6696163 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6696163 | ExpensesNotRptdF990 |
| Expenses Subtotal | 81690147 | ExpensesSubtotal |
| Other Expenses Not Included | 36250170 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 36250170 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 117940317 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Financial Statement Footnote | Schedule D, Part III, Line 1a | "Contributions, except that contributions of works of art, historical treasures, and similar assets held as part of collections are not recognized or capitalized." |
| Description of Organization's Collections | Schedule D, Part III, Line 4 | The College's art collection consists of paintings, drawings, sculptures, lithographs, engravings,and woodcuts. The College has an art department that uses these materials in instruction and scholarly research. |
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | The consistant uses of the College's endowment are to provide funds for faculty salaries, the purchase of library books and other media, financial aid grants to enrolled students, and general support. |
| Liability for Uncertain Tax Position (ASC 740) | Schedule D, Part X | The college has adopted ASC 740, accounting for uncertainty of income taxes, which clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements. ASC 740 prescribes a more-likely-than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under ASC 740, tax provisions are evaluated for recognition, derecognition, and measurement using consistent criteria and they will provide more information about the uncertainty in income tax assets and liabilities. Based on the College's evaluation, no provision for uncertain positions is required as of june 30, 2012 and 2011. |
| Reconciliation of Revenue | Part XII, Line 2d | Cost of Good Sold, $5,879,464 Rental expense, 117,820 KCM I and KBS depreciation (netted to investment inc) 698,879 ---------- Total Part XII, Line 2d $6,696,163 |
| Reconciliation of Revenue | Part XII, Line 4b | Scholarships and Financial Aid $36,250,170 |
| Reconciliation of Expenses | Part XIII, Line 2d | Cost of Good Sold, $5,879,464 Rental expense, 117,820 KCM I and KBS depreciation (netted to investment inc) 698,879 ---------- Total Part XIII, Line 2d $6,696,163 |
| Reconcilation of Expenses | Part XIII, Line 4b | Scholarships and Financial Aid $36,250,170 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Publication of Racially Nondiscriminatory Policy | Schedule E, Part I, Line 3 | Baldwin-Wallace draws students nationwide and worldwide, but a significant number come from northeast Ohio. Therefore the College advertises in this area and includes the Rev. Proc. 75-50 or similar wording in all advertisements. Furthermore, the Colleges places the 4.03 notice annually in The Plain Dealer, Cleveland's daily newspaper. |
| Government Assistance | Schedule E, Part I, Line 6a | Baldwin-Wallace College receives federal and state government grants for specific purposes and projects. These include Supplemental Educational Opportunity Grants, College Work Study, other student financial aid funds, Upward Bound, research, and other specific instruction programs. |
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 |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RuffaloCODY | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3018 | AddressLine1 |
| City | Cedar Rapids | City |
| State | IA | State |
| ZIP Code | 52406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PhoneSolic | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 531939 | GrossReceipts |
| Amount Retained By Contractor | 120000 | AmountRetainedByContractor |
| Net To Organization | 411939 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 531939 | TotalGrossReceipts |
| Total Retained By Contractors | 120000 | TotalRetainedByContractors |
| Total Net To Organization | 411939 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
| Licensed States | OH | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Professional Fundraiser | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B | ReturnReference |
| Explanation | Baldwin-Wallace College engaged Ruffalocody for an Annual Fund by Phone campaign. In addition to the fundraising fees listed, the College paid $5,487 to Ruffalocody for printing and postage. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Merit scholarships and need based aid | TypeOfGrant |
| Amount Of Cash Grant | 36250170 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Baldwin-Wallace College awards scholarships and makes need-based financial aid grants only to its own enrolled students. The awards constitute part of the cost of attending. Additional need-based aid usually consists of Federal Direct Student Loans and College Work Study for jobs on campus. The Student Financial Aid Office makes need-based grants on the basis of demonstrated financial need using nationally accepted forms and methods. The same office awards merit scholarships using Baldwin-Wallace criteria. The College disburses the grants as credits to student receivable accounts, offseting amounts billed for tuition and other fees. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard W Durst | |||||||||||||
| 297926 | 0 | 0 | 0 | 3026 | 0 | 37150 | 0 | 8021 | 0 | 346123 | 0 | 0 | 0 |
| Richard L Fletcher | |||||||||||||
| 159429 | 0 | 0 | 0 | 1325 | 0 | 12348 | 0 | 13797 | 0 | 186899 | 0 | 0 | 0 |
| Mary Lou Higgerson | |||||||||||||
| 185491 | 0 | 0 | 0 | 0 | 0 | 14169 | 0 | 3124 | 0 | 202784 | 0 | 0 | 0 |
| William M Reniff | |||||||||||||
| 163419 | 0 | 0 | 0 | 0 | 0 | 8575 | 0 | 19899 | 0 | 191893 | 0 | 0 | 0 |
| William J Spiker | |||||||||||||
| 176583 | 0 | 0 | 0 | 1688 | 0 | 9692 | 0 | 22920 | 0 | 210883 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Housing allowance or residence for personal use | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The President and his wife live in a College house located on campus. They use the house for College meetings, receptions, and other related functions. College custodians clean the first floor common rooms but not the family private rooms. The College requires the Vice President for Student Affairs, three activity directors, and the Director of Buildings and Grounds to live in College-owned housing on or near the campus as a condition of employment. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baldwin Wallace College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 340714629 | IssuerEIN |
| CUSIP Number | 67756BMD9 | CUSIPNumber |
| Date Issued | 2004-06-01 | DateIssued |
| Issue Price | 100 | IssuePrice |
| Description Of Purpose | Renovation and Refunding | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | true | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 18557970 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 8344089 | RefundingEscrow |
| Issuance Costs From Proceeds | 212347 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 10001534 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Expert opinion | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 810745 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Quotations | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Musical instruments | Description |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Expert opinion | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Works of Art | Part I Line 1 | Work of Art received for building display is recorded as revenue and capitalized |
| Use of Third Party to Sell Noncash Contributions | Part I Line 32 | The College has used art auctionners in prior years, but there was no activity this tax year. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Members or Stockholders Who May Elect | Form 990, Part VI, Line 6 and 7a | The College's governing board, the Board of Trustees, has fifty-one authorized voting positions. The Board elects the fifty-one with the following restrictions: (a) at least ten percent have to be Methodist, and (b) at least fifty percent have to be alumni. Not all positions are currently filled. The College president and the bishops of the two Ohio conferences are ex-officio members of the board. |
| Form 990 Review Process | Form 990, Part VI, Line 11b | The Vice President for Finance and Administration performs an initial, detailed review of the Form 990 draft. He then sends a copy to each Board member for review and comment. This is prior to filing. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c | All members of the Board of Trustees must submit annually a written and signed statement disclosing any situatuion which may be, or may be considered to be, a conflict of interest as defined in the Conflict of Interest Policy. If they have nothing to report, they must check a printed statement to that effect. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a | The Compensation and Executive Committees of the Board of Trustees review and approve the compensation for all officers annually. The Compensation Committee meets first with the Vice President for Finance and Administration, who provides it with comparability data and answers questions. The Compensation Committee then meets with the President of the College (the College's top management official), to discuss his performance, and to receive the President's views of the performance, and his recommendations as to the appropriate compensation levels, of the officers of the College other than himself. The Compensation Committee then continues in executive session to set the compensation for the President and to review the President's established compensation levels regarding the compensation of the following officers of the College: Senior Vice President, VP for Academic Affairs and Dean of the College, VP for Student Affairs and Dean of Students, VP for Finance and Administration, VP for Enrollment Management, and the VP for Advancement. The Compensation Committee then reports its conclusions and the basis therefore, to the Executive Committee of the Board of Trustees, which has final approval authority with respect to compensation determination. The committes last met on compensation matters in 2012. |
| How Documents are Made Available to the Public | Form 990, Part VI, Line 19 | Baldwin-Wallace College makes its financial statements and conflict of interest policy available to the public on its own website. The College provides a paper copy of its bylaws to anyone who asks. |
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