COLLEGE OF WOOSTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COLLEGE OF WOOSTER (EIN 34-0714654)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-03
- IRS object ID
- 201311239349300311
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-03T08:58:58-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 340714654 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLLEGE OF WOOSTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLL | NameControl |
| Phone | 3302632321 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORTH BEVER STREET | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURIE L STICKELMAIER | Name |
| Title | VP FINANCE & BUSINESS/TREASURER | Title |
| Phone | 3302632321 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ZACK FORTSCH | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAURIE L STICKELMAIER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORTH BEVER STREET | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 199259462 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WOOSTER.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1866 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE COLLEGE OF WOOSTER IS A COMMUNITY OF INDEPENDENT MINDS, WORKING TOGETHER TO PREPARE STUDENTS TO BECOME LEADERS OF CHARACTER AND INFLUENCE IN AN INTERDEPENDENT GLOBAL COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2449 | TotalNbrEmployees |
| Total Nbr Volunteers | 1200 | TotalNbrVolunteers |
| Total Gross UBI | 579513 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13501862 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12106243 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 92777292 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 98047464 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4035743 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1912728 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 93496 | OtherRevenuePriorYear |
| Other Revenue Current Year | 79412 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 110408393 | TotalRevenuePriorYear |
| Total Revenue Current Year | 108320391 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37641838 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 41160196 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 46415950 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 50980322 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 14703 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 48748 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3830157 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30949730 | OtherExpensePriorYear |
| Other Expenses Current Year | 32682051 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 115022221 | TotalExpensesPriorYear |
| Total Expenses Current Year | 124871317 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4613828 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -16550926 | RevenuesLessExpensesCY |
| Total Assets BOY | 460574875 | TotalAssetsBOY |
| Total Assets EOY | 442604447 | TotalAssetsEOY |
| Total Liabilities BOY | 56248211 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 59454602 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 404326664 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 383149845 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COLLEGE OF WOOSTER IS A COMMUNITY OF INDEPENDENT MINDS, WORKING TOGETHER TO PREPARE STUDENTS TO BECOME LEADERS OF CHARACTER AND INFLUENCE IN AN INTERDEPENDENT GLOBAL COMMUNITY. WE ENGAGE MOTIVATED STUDENTS IN A RIGOROUS AND DYNAMIC LIBERAL EDUCATION. MENTORED BY A FACULTY NATIONALLY RECOGNIZED FOR EXCELLENCE IN TEACHING, WOOSTER GRADUATES ARE CREATIVE AND INDEPENDENT THINKERS WITH EXCEPTIONAL ABILITIES TO ASK IMPORTANT QUESTIONS, RESEARCH COMPLEX ISSUES, SOLVE PROBLEMS, AND COMMUNICATE NEW KNOWLEDGE AND INSIGHT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 69456310 | Expense |
| Grants | 40978194 | Grants |
| Revenue | 75469506 | Revenue |
| Description | INSTRUCTION - THE COLLEGE OF WOOSTER IS A LIBERAL ARTS INSTITUTION THAT ENGAGES MOTIVATED STUDENTS IN A RIGOROUS AND DYNAMIC LIBERAL EDUCATION. STUDENTS ARE MENTORED BY A FACULTY NATIONALLY RECOGNIZED FOR EXCELLENCE IN TEACHING. WOOSTER GRADUATES ARE CREATIVE AND INDEPENDENT THINKERS WITH EXCEPTIONAL ABILITIES TO ASK IMPORTANT QUESTIONS, RESEARCH COMPLEX ISSUES, SOLVE PROBLEMS, AND COMMUNICATE NEW KNOWLEDGE AND INSIGHT.THE COLLEGE OF WOOSTER AWARDED SCHOLARSHIPS TO 1,895 UNDERGRADUATE STUDENTS, AVERAGING $21,532 PER STUDENT, TO ASSIST IN MEETING CALCULATED FINANCIAL NEED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15398906 | Expense |
| Revenue | 18275658 | Revenue |
| Description | AUXILIARY SERVICES - THE COLLEGE OF WOOSTER IS A RESIDENTIAL CAMPUS WITH OVER 99% OF ENROLLED STUDENTS RESIDING IN A RESIDENCE HALL OR PROGRAM HOUSE. THE OFFICE OF RESIDENCE LIFE MANAGES 14 RESIDENCE HALLS AND 30 PROGRAM HOUSES. STUDENTS HAVE SEVERAL THEME OPTIONS AVAILABLE INCLUDING CROSS CULTURAL LEARNING EXPERIENCES, LUCE LANGUAGE SUITES, INDEPENDENT SENIOR HOUSING, AND GREEK HOUSING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16171987 | Expense |
| Grants | 104702 | Grants |
| Revenue | 1211936 | Revenue |
| Description | STUDENT SERVICES - THE COLLEGE OF WOOSTER SUPPORTS THE HOLISTIC GROWTH AND DEVELOPMENT OF STUDENTS THROUGH MEANINGFUL EXPERIENCES THAT FOSTER LEADERSHIP, SOCIAL AND MULTICULTURAL INTERACTIONS, AND COMMUNITY BUILDING. THE COLLEGE'S 120 STUDENT ORGANIZATIONS AND 21 ATHLETIC TEAMS REFLECT THE WIDE RANGE OF STUDENT INTERESTS, IDEAS, HOBBIES, AND PASSIONS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10610482 | Expense |
| Grants | 77300 | Grants |
| Revenue | 3090364 | Revenue |
| Description | RESEARCH PROGRAMS, PUBLIC & ACADEMIC SUPPORT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 10610482 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 77300 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 3090364 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 111637685 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 1 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2811 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2449 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 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 | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | 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 | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY DEBARTOLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3302632018 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORTH BEVER STREET | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (55 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| PAUL R ABBEY | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| RICHARD J BELL | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| SANDEEP BHATIA | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JOAN BLANCHARD | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| RICHARD A BOWERS | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DOUGLAS F BRUSH | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| MARJORIE M CARLSON | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JOAN P CARTER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JAYNE HART CHAMBERS | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| GRANT H CORNWELL | ||||||||
| TRUSTEE/PRESIDENT | 70.00 | X | 388598 | 0 | 191400 | X | ||
| DOON A FOSTER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DONALD R FREDERICO | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| STEPHEN C GAULT | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| DAVID H GUNNING | ||||||||
| TRUSTEE/BOARD CHAIR | 8.00 | X | 0 | 0 | 0 | X | ||
| DIANE L HAMBURGER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JENNIFER A HAVERKAMP | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| JC JOHNSTON III | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DONALD L KOHN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| LEE E LIMBIRD | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| KAREN M LOCKWOOD | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| GREGORY A LONG | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| WILLIAM A LONGBRAKE | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| H CHRISTOPHER LUCE | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| STEWART R MASSEY | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| LYNNE D MCCREIGHT | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| E BLAKE MOORE JR | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MARY A NEAGOY | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| SOLOMON OLIVER JR | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| JOHN P PAPP MD | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| DALE C PERRY | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MIKAEL SALOVAARA | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| ROBERT L SAVITT | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| RICHARD N SEAMAN | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| KENNETH SHAFER | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| MARIANNE MORROW SPRAGUE | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| SALLY J STALEY | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| PETER E SUNDMAN | ||||||||
| TRUSTEE/COMM CHAIR | 5.00 | X | 0 | 0 | 0 | |||
| NANCY WILKIN SUTHERLAND | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| CLARENCE R WILLIAMS | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| RUTH W WILLIAMS | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| JAMES R WILSON | ||||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | |||
| ELLEN FALDUTO | ||||||||
| CHIEF INFORMATION & PLANNING OFFICER | 60.00 | 149539 | 0 | 21082 | X | |||
| SCOTT FRIEDHOFF | ||||||||
| VP FOR ENROLL/COLL RELATIONS | 60.00 | 229506 | 0 | 65885 | X | |||
| KURT C HOLMES | ||||||||
| DEAN OF STUDENTS | 60.00 | 103560 | 0 | 32997 | X | |||
| LAURIE HOUCK | ||||||||
| VP DEVELOP & ALUM RELATIONS | 60.00 | 106051 | 0 | 11286 | X | |||
| ANGELA JOHNSTON | ||||||||
| SEC OF COLL & CHIEF OF STAFF | 60.00 | 91936 | 0 | 40629 | X | |||
| CAROLYN NEWTON | ||||||||
| PROVOST | 60.00 | 190178 | 0 | 30499 | X | |||
| LAURIE L STICKELMAIER | ||||||||
| VP FINANCE & BUSINESS/TREASURER | 60.00 | 188749 | 0 | 36661 | X | |||
| W HAYDEN SCHILLING | ||||||||
| PROFESSOR OF HISTORY | 40.00 | 154183 | 0 | 26226 | X | |||
| MARK CHRISTEL | ||||||||
| DIRECTOR OF LIBRARIES | 40.00 | 120243 | 0 | 28512 | X | |||
| JOHN W SELL | ||||||||
| PROFESSOR OF ECONOMICS | 40.00 | 119676 | 0 | 27063 | X | |||
| DONALD JACOBS | ||||||||
| PROFESSOR OF PHYSICS | 40.00 | 117546 | 0 | 28798 | X | |||
| STEPHEN MOORE | ||||||||
| HEAD COACH - MEN'S BASKETBALL | 40.00 | 117514 | 0 | 22169 | X | |||
| SARA L PATTON | ||||||||
| FORMER SENIOR DIRECTOR | 60.00 | 192753 | 0 | 28449 | X | |||
| SHILA GARG | ||||||||
| FORMER INTERIM PROVOST | 60.00 | 108154 | 0 | 24417 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2378186 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 616073 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BCMC | |||||
| PO BOX 422 | WOOSTER | OH | 44691 | CONSTRUCTION/PROJECT RELATED | 12957083 |
| ENERGY SYSTEMS GROUP INC | |||||
| 4655 ROSEBUD LANE | NEWBURGH | IN | 47630 | PERFORMANCE CONTRACT | 3498331 |
| STANDARD PLUMBING AND HEATING | |||||
| 435 WALNUT AVENUE SE | CANTON | OH | 44701 | REPAIRS/MTN - CAMPUS PROJECTS | 365911 |
| DYNAMIX ENGINEERING LTD | |||||
| 855 GRANDVIEW AVENUE THIRD FLOOR | COLUMBUS | OH | 43215 | REPAIRS/MTN - CAMPUS PROJECTS | 300040 |
| DOBER LIDSKY MATHEY | |||||
| 385 CONCORD AVENUE SUITE 201 | BELMONT | MA | 02478 | CAMPUS PLANNING | 285847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Federated Campaigns | 50000 | FederatedCampaigns |
| Fundraising Events | 45 | FundraisingEvents |
| Related Organizations | 39911 | RelatedOrganizations |
| Government Grants | 540264 | GovernmentGrants |
| All Other Contributions | 11476023 | AllOtherContributions |
| Noncash Contributions | 722349 | NoncashContributions |
| Total Contributions | 12106243 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TUITION AND FEES | 900099 | 75230892 | 75230892 | ||
| ROOM & BOARD | 721000 | 17814650 | 17814650 | ||
| STUDENT AUXILIARY SERV | 451211 | 1783730 | 412777 | 473719 | $897,234 |
| STUDENT SERVICES | 900099 | 1211936 | 1211936 | ||
| COMMUNITY EVENTS | 900099 | 938297 | 938297 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1067959 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1067959 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 98047464 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1655044 | TotalRevenueColumn |
| Unrelated Business Revenue | 60532 | UnrelatedBusinessRevenue |
| Exclusion | $1,594,512 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 732 | TotalRevenueColumn |
| Exclusion | $732 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 72893 | Real |
| Personal | 32314 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41829 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 31064 | Real |
| Personal | 32314 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63378 | TotalRevenueColumn |
| Unrelated Business Revenue | 32314 | UnrelatedBusinessRevenue |
| Exclusion | $31,064 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56939164 | Securities |
| Other | 30379563 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 59317682 | Securities |
| Other | 31568817 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2378518 | Securities |
| Other | -1189254 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3567772 | TotalRevenueColumn |
| Unrelated Business Revenue | 12948 | UnrelatedBusinessRevenue |
| Exclusion | -$3,580,720 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7130 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 45 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 3307 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3823 | TotalRevenueColumn |
| Exclusion | $3,823 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 18915 | GrossIncomeGaming |
| Gaming Direct Expenses | 7436 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11479 | TotalRevenueColumn |
| Exclusion | $11,479 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108320391 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96676511 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 579513 | UnrelatedBusinessRevenue |
| Exclusion | -$1,041,876 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30500 | Total |
| Program Services | 30500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37592187 | Total |
| Program Services | 37592187 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3537509 | Total |
| Program Services | 3537509 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2173343 | Total |
| Program Services | 845485 | ProgramServices |
| Management And General | 953111 | ManagementAndGeneral |
| Fundraising | 374747 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34694718 | Total |
| Program Services | 30590842 | ProgramServices |
| Management And General | 2407770 | ManagementAndGeneral |
| Fundraising | 1696106 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2922801 | Total |
| Program Services | 2590955 | ProgramServices |
| Management And General | 188786 | ManagementAndGeneral |
| Fundraising | 143060 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8637862 | Total |
| Program Services | 5931672 | ProgramServices |
| Management And General | 2496579 | ManagementAndGeneral |
| Fundraising | 209611 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2551598 | Total |
| Program Services | 2282853 | ProgramServices |
| Management And General | 124789 | ManagementAndGeneral |
| Fundraising | 143956 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59862 | Total |
| Program Services | 20220 | ProgramServices |
| Management And General | 38975 | ManagementAndGeneral |
| Fundraising | 667 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105200 | Total |
| Program Services | 5376 | ProgramServices |
| Management And General | 99665 | ManagementAndGeneral |
| Fundraising | 159 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48748 | Total |
| Fundraising | 48748 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562524 | Total |
| Management And General | 562524 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2315398 | Total |
| Program Services | 1995051 | ProgramServices |
| Management And General | 216753 | ManagementAndGeneral |
| Fundraising | 103594 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145524 | Total |
| Program Services | 133539 | ProgramServices |
| Management And General | 11399 | ManagementAndGeneral |
| Fundraising | 586 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3204244 | Total |
| Program Services | 2589922 | ProgramServices |
| Management And General | 168843 | ManagementAndGeneral |
| Fundraising | 445479 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1574779 | Total |
| Program Services | 1161137 | ProgramServices |
| Management And General | 400794 | ManagementAndGeneral |
| Fundraising | 12848 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40285 | Total |
| Program Services | 39315 | ProgramServices |
| Management And General | 970 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2609824 | Total |
| Program Services | 2513539 | ProgramServices |
| Management And General | 73159 | ManagementAndGeneral |
| Fundraising | 23126 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2185169 | Total |
| Program Services | 1764405 | ProgramServices |
| Management And General | 80429 | ManagementAndGeneral |
| Fundraising | 340335 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 560675 | Total |
| Program Services | 491425 | ProgramServices |
| Management And General | 48295 | ManagementAndGeneral |
| Fundraising | 20955 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 829505 | Total |
| Program Services | 699030 | ProgramServices |
| Management And General | 128786 | ManagementAndGeneral |
| Fundraising | 1689 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6942863 | Total |
| Program Services | 6156333 | ProgramServices |
| Management And General | 675364 | ManagementAndGeneral |
| Fundraising | 111166 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45229 | Total |
| Program Services | 42979 | ProgramServices |
| Management And General | 2250 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 3151354 | 2870962 | 244649 | 35743 |
| COST OF GOODS SOLD | 3013545 | 2988558 | 24987 | |
| OFF-CAMPUS PROGRAMS | 2963464 | 2963464 | ||
| LIBRARY MATERIALS | 819087 | 819087 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1553520 | Total |
| Program Services | 981340 | ProgramServices |
| Management And General | 454598 | ManagementAndGeneral |
| Fundraising | 117582 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124871317 | Total |
| Program Services | 111637685 | ProgramServices |
| Management And General | 9403475 | ManagementAndGeneral |
| Fundraising | 3830157 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12943 | BOY |
| EOY | 14212 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2384292 | BOY |
| EOY | 3619071 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13376694 | BOY |
| EOY | 10291055 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675815 | BOY |
| EOY | 826893 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375696 | BOY |
| EOY | 234640 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649653 | BOY |
| EOY | 714627 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897313 | BOY |
| EOY | 764214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 231443296 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 84487949 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140595722 | BOY |
| EOY | 146955347 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120647200 | BOY |
| EOY | 113805868 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169311102 | BOY |
| EOY | 155294599 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4409635 | BOY |
| EOY | 3677912 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7238810 | BOY |
| EOY | 6406009 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460574875 | BOY |
| EOY | 442604447 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9625738 | BOY |
| EOY | 8193199 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1897900 | BOY |
| EOY | 2089582 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26561428 | BOY |
| EOY | 30077020 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149421 | BOY |
| EOY | 113087 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18013724 | BOY |
| EOY | 18981714 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56248211 | BOY |
| EOY | 59454602 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255569880 | BOY |
| EOY | 244817674 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40440223 | BOY |
| EOY | 27593663 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108316561 | BOY |
| EOY | 110738508 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404326664 | BOY |
| EOY | 383149845 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460574875 | BOY |
| EOY | 442604447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -16550926 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4625893 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 449754 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 246688529 | BeginningOfYearBalance |
| Contributions | 2884168 | Contributions |
| Investment Earnings Or Losses | -6769426 | InvestmentEarningsOrLosses |
| Other Expenditures | 11868240 | OtherExpenditures |
| End Of Year Balance | 230935031 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 223981868 | BeginningOfYearBalance |
| Contributions | 2673503 | Contributions |
| Investment Earnings Or Losses | 32489920 | InvestmentEarningsOrLosses |
| Other Expenditures | 12456762 | OtherExpenditures |
| End Of Year Balance | 246688529 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 212953700 | BeginningOfYearBalance |
| Contributions | 1505510 | Contributions |
| Investment Earnings Or Losses | 23584281 | InvestmentEarningsOrLosses |
| Other Expenditures | 14061623 | OtherExpenditures |
| End Of Year Balance | 223981868 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 272666670 | BeginningOfYearBalance |
| Contributions | 3038407 | Contributions |
| Investment Earnings Or Losses | -41896793 | InvestmentEarningsOrLosses |
| Other Expenditures | 20854584 | OtherExpenditures |
| End Of Year Balance | 212953700 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.50350 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43750 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 142349 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2294944 | OtherCostOrOtherBasis |
| Book Value | 2437293 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 822328 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 99047553 | OtherCostOrOtherBasis |
| Depreciation | 33793431 | Depreciation |
| Book Value | 66076450 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 23298 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 85983749 | OtherCostOrOtherBasis |
| Depreciation | 22499470 | Depreciation |
| Book Value | 63507577 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 10757 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 32449609 | OtherCostOrOtherBasis |
| Depreciation | 22137828 | Depreciation |
| Book Value | 10322538 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10668709 | OtherCostOrOtherBasis |
| Depreciation | 6057220 | Depreciation |
| Book Value | 4611489 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 146955347 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PARTNERSHIPS | 155267511 | F |
| CROWN HILL CEMETERY LOTS | 3028 | F |
| LAND: OCEOLA CITY, FL | 4000 | F |
| KENARDEN LODGE - LAND | 14370 | F |
| SMITH, MARGARET & ESTHER - JEWELRY: ESTHER SMITH | 5690 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 155294599 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM GOVERNMENT FOR STUDENT LOANS | $3,985,890 |
| ACCRUED CHARITABLE GIFT ANNUITY AND TRUST OBLIGATIONS | $7,791,446 |
| ASSET RETIREMENT OBLIGATION | $1,451,063 |
| ACCRUED POSTRETIREMENT BENEFIT OBLIGATION | $5,753,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18981714 | TotalOfAmounts |
| Total Revenue | 108320391 | TotalRevenue |
| Total Expenses | 124871317 | TotalExpenses |
| Excess Or Deficit For Year | -16550926 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4625893 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -4625893 | TotalAdjustments |
| Excess Or Deficit Per FS | -21176819 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 62327879 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4625893 | NetUnrealizedGainsInvestments |
| Other Revenues | 52572 | OtherRevenues |
| Revenue Not Rptd F990 | -4573321 | RevenueNotRptdF990 |
| Revenue Subtotal | 66901200 | RevenueSubtotal |
| Other Revenues Not Included | 41419191 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 41419191 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 108320391 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 83504698 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 52572 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 52572 | ExpensesNotRptdF990 |
| Expenses Subtotal | 83452126 | ExpensesSubtotal |
| Other Expenses Not Included | 41419191 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 41419191 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 124871317 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE COLLEGE'S COLLECTION INCLUDES CONTEMPORARY ART, ANCIENT POTTERY, ETHNOGRAPHIC MATERIALS, RARE BOOKS, GEOLOGICAL ROCKS, BIOLOGICAL SPECIMENS AND HISTORICAL ITEMS. THESE ITEMS ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC INQUIRY AND PUBLIC EXHIBITION. | |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,429 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). IN ACCORDANCE WITH GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE COLLEGE HAS INTERPRETED OHIO'S ENACTED VERSION OF UPMIFA AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE ABSENT EXPLICIT DONOR INSTRUCTIONS TO THE CONTRARY. THE COLLEGE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS THE ORIGINAL GIFT VALUE PLUS THE VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT. THE PERMANENT ENDOWMENT IS NOT REDUCED BY LOSSES ON THE INVESTMENTS, EXCEPT TO THE EXTENT REQUIRED BY THE DONOR, OR BY APPROPRIATIONS FROM THE ENDOWMENT FUND. THE ACCUMULATED PORTION OF A DONOR-RESTRICTED FUND THAT IS NOT PERMANENTLY RESTRICTED IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL APPROPRIATED FOR EXPENDITURE BY THE COLLEGE IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY OHIO'S ENACTED VERSION OF UPMIFA. APPROPRIATIONS FROM THE ENDOWMENT ARE USED TO SUPPORT SCHOLARSHIPS AND LOANS, FACULTY AND ACADEMIC PROGRAM SUPPORT, STUDENT AWARDS AND PRIZES, AND THE GENERAL OPERATIONS OF THE COLLEGE. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE COLLEGE QUALIFIES AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, THE COLLEGE IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES EXCEPT FOR AMOUNTS DERIVED FROM UNRELATED BUSINESS ACTIVITIES AS DEFINED BY THE IRC. THE COLLEGE ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE COLLEGE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE COLLEGE, THE CONTINUED TAX-EXEMPT STATUS OF BONDS ISSUED BY THE COLLEGE, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AT JUNE 30, 2012, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RENTAL EXPENSE 41,829. GAMING EXPENSE 10,743. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| INSTITUTIONAL FINANCIAL AID 40,803,580. INVESTMENT FEES 615,611. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSE 41,829. GAMING EXPENSE 10,743. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INSTITUTIONAL FINANCIAL AID 40,803,580. INVESTMENT FEES 615,611. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE COLLEGE IS IN COMPLIANCE WITH REV. PROC. 75-50. THE COLLEGE PUBLISHES ITS NONDISCRIMINATION POLICY IN DOCUMENTS USED FOR FINANCIAL AID, ADMISSIONS, AND STUDENT PROGRAMS, AND HAS THE POLICY POSTED ON ITS WEBSITE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE COLLEGE PARTICIPATES IN VARIOUS FEDERAL STUDENT ASSISTANCE PROGRAMS INCLUDING PERKINS LOANS, PELL GRANTS, AND WORK STUDY ARRANGEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (40 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| CENTRAL AMERICA | INVESTMENTS | 76411909 | |
| EUROPE | INVESTMENTS | 24230502 | |
| CENTRAL AMERICA | GRANTMAKING | 231511 | |
| EAST ASIA | GRANTMAKING | 1087660 | |
| EUROPE | GRANTMAKING | 290446 | |
| MIDDLE EAST | GRANTMAKING | 76875 | |
| NORTH AMERICA | GRANTMAKING | 21968 | |
| RUSSIA | GRANTMAKING | 86187 | |
| SOUTH AMERICA | GRANTMAKING | 32516 | |
| SOUTH ASIA | GRANTMAKING | 943410 | |
| SUB-SAHARAN AFRICA | GRANTMAKING | 766936 | |
| EUROPE | CONFERENCE | 30945 | |
| MIDDLE EAST | CONFERENCE | 1675 | |
| NORTH AMERICA | CONFERENCE | 9484 | |
| SUB-SAHARAN AFRICA | CONFERENCE | 1861 | |
| EUROPE | FUNDRAISING | 66 | |
| SOUTH ASIA | FUNDRAISING | 2593 | |
| CENTRAL AMERICA | PROGRAM | 3906 | RESEARCH |
| EAST ASIA | PROGRAM | 39658 | INSTRUCTION |
| EAST ASIA | PROGRAM | 1470 | RESEARCH |
| EAST ASIA | PROGRAM | 10421 | STUDENT SERVICES |
| EUROPE | PROGRAM | 269904 | INSTRUCTION |
| EUROPE | PROGRAM | 30676 | RESEARCH |
| EUROPE | PROGRAM | 5123 | ACADEMIC SUPPORT |
| EUROPE | PROGRAM | 59662 | STUDENT SERVICES |
| MIDDLE EAST | PROGRAM | 53574 | INSTRUCTION |
| MIDDLE EAST | PROGRAM | 5762 | RESEARCH |
| MIDDLE EAST | PROGRAM | 37164 | ACADEMIC SUPPORT |
| NORTH AMERICA | PROGRAM | 4051 | RESEARCH |
| NORTH AMERICA | PROGRAM | 1580 | ACADEMIC SUPPORT |
| NORTH AMERICA | PROGRAM | 938 | STUDENT SERVICES |
| RUSSIA | PROGRAM | 617 | RESEARCH |
| SOUTH AMERICA | PROGRAM | 7924 | RESEARCH |
| SOUTH ASIA | PROGRAM | 92282 | INSTRUCTION |
| SOUTH ASIA | PROGRAM | 74 | RESEARCH |
| SOUTH ASIA | PROGRAM | 5665 | ACADEMIC SUPPORT |
| SOUTH ASIA | PROGRAM | 11460 | STUDENT SERVICES |
| SUB-SAHARAN AFRICA | PROGRAM | 123 | INSTRUCTION |
| SUB-SAHARAN AFRICA | PROGRAM | 2224 | RESEARCH |
| SUB-SAHARAN AFRICA | PROGRAM | 45 | ACADEMIC SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 102437058 | SubtotalAmountSpent |
| Cont Amount Spent | 2433789 | ContAmountSpent |
| Total Amount Spent | 104870847 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (26 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIPS FOR COURSES | CENTRAL AMERICA | 8 | 223877 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | EAST ASIA | 51 | 1079791 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | EUROPE | 20 | 281891 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | MIDDLE EAST | 3 | 76875 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | NORTH AMERICA | 1 | 17500 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | RUSSIA | 3 | 85137 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | SOUTH AMERICA | 1 | 31245 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | SOUTH ASIA | 52 | 910931 | CREDIT TO STUDENT ACCOUNT | |||
| SCHOLARSHIPS FOR COURSES | SUB-SAHARAN AFRICA | 19 | 759779 | CREDIT TO STUDENT ACCOUNT | |||
| STUDENT RESEARCH | CENTRAL AMERICA | 6 | 4619 | CHECK | |||
| STUDENT RESEARCH | EAST ASIA | 4 | 7759 | CHECK | |||
| STUDENT RESEARCH | EUROPE | 9 | 8555 | CHECK | |||
| STUDENT RESEARCH | NORTH AMERICA | 7 | 4468 | CHECK | |||
| STUDENT RESEARCH | RUSSIA | 1 | 1050 | CHECK | |||
| STUDENT RESEARCH | SOUTH AMERICA | 1 | 1211 | CHECK | |||
| STUDENT RESEARCH | SOUTH ASIA | 2 | 4178 | CHECK | |||
| STUDENT RESEARCH | SUB-SAHARAN | 1 | 1334 | CHECK | |||
| STUDENT RESEARCH | CENTRAL AMERICA | 4 | CHECK | 84 | TRAVEL | FMV | |
| VOCATIONAL GRANTS FOR STUDENTS | CENTRAL AMERICA | 1 | 2750 | CHECK | |||
| VOCATIONAL GRANTS FOR STUDENTS | SOUTH ASIA | 9 | 27850 | CHECK | |||
| VOCATIONAL GRANTS FOR STUDENTS | SUB-SAHARAN | 2 | 5500 | CHECK | |||
| VOCATIONAL GRANTS FOR STUDENTS | CENTRAL AMERICA | 3 | 181 | TRAVEL | FMV | ||
| VOCATIONAL GRANTS FOR STUDENTS | EAST ASIA | 1 | 110 | TRAVEL | FMV | ||
| VOCATIONAL GRANTS FOR STUDENTS | SOUTH AMERICA | 1 | 60 | TRAVEL | FMV | ||
| VOCATIONAL GRANTS FOR STUDENTS | SOUTH ASIA | 4 | 451 | TRAVEL | FMV | ||
| VOCATIONAL GRANTS FOR STUDENTS | SUB-SAHARAN | 4 | 323 | TRAVEL | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE COLLEGE FOLLOWS FEDERAL, STATE, DONOR, AND INSTITUTIONAL GUIDELINES FOR DETERMINING ELIGIBILITY FOR SCHOLARSHIPS, PRIZES, AND OTHER GRANTS AND AWARDS. THE COLLEGE MAINTAINS RECORDS SHOWING THE SELECTION CRITERIA, RECIPIENT ELIGIBILITY, HOW FUNDS MAY BE USED, AND ANY RELATED PARTY DISCLOSURES. GRANTS AWARDED BY THE OFFICE OF FINANCIAL AID ARE CREDITED DIRECTLY TO STUDENT ACCOUNTS. OTHER GRANTS ARE MONITORED IN VARIOUS WAYS, INCLUDING REIMBURSING ACTUAL SUBSTANTIATED EXPENSES, REQUIRING WRITTEN REPORTS, AND/OR VISITING SITES OF ACTIVITIES FUNDED BY COLLEGE GRANTS. | Explanation |
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
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHBURN & MCGOLDRICK INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 NEW LOUDON RD | AddressLine1 |
| City | LATHAM | City |
| State | NY | State |
| ZIP Code | 12110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DEVELOPMENT DEPT PROGRAM REVIEW | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 48748 | AmountRetainedByContractor |
| Net To Organization | -48748 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 48748 | TotalRetainedByContractors |
| Total Net To Organization | -48748 | TotalNetToOrganization |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 18915 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 1100 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 6336 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.67500 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 18915 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 1100 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 6336 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 7436 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 11479 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConducted |
| Licensed | 0 | Licensed |
| Explanation If No | THE COLLEGE CONDUCTED GAMES OF CHANCE ONLY AND NO LICENSE IS REQUIRED FOR A QUALIFIED CHARITABLE ORGANIZATION TO CONDUCT A GAME OF CHANCE. | ExplanationIfNo |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Name Of Gaming Rec Keeper Person | ANGELA JOHNSTON | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORTH BEVER STREET | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | SHARON RICE | GamingManagerNamePerson |
| Gaming Manager Compensation | 207 | GamingManagerCompensation |
| Gaming Manager Services Provided | PLANNING, ORGANIZATION, RECORD KEEPING, ADVERTISING | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
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 Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GREAT DECISIONS | |||||||
| 1488 MORGAN STREET | WOOSTER | OH | 44691 | 300085518 | 501(C)(3) | 7500 | LECTURE SERIES AT COLLEGE OF WOOSTER |
| WESTMINSTER PRESBYTERIAN CHURCH | |||||||
| 353 E PINE ST | WOOSTER | OH | 44691 | 340991124 | 501(C)(3) | 10000 | OPERATING SUPPORT FOR CONGR.-IN-RESID. |
| 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 (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| SCHOLARSHIPS FOR TUITION AND FEES | 1780 | 37374554 | |||
| SCHOLARSHIPS FOR COURSES AND RESEARCH | 104 | 65822 | |||
| SCHOLARSHIPS FOR COURSES AND RESEARCH | 2 | 2217 | FMV | TRAVEL | |
| PRIZES-ACADEMIC ACHIEVEMENT & CONTESTS | 238 | 63873 | |||
| PRIZES-ACADEMIC ACHIEVEMENT & CONTESTS | 206 | 14280 | FMV | JACKETS, BLANKETS, BOOKS, ETC. | |
| STUDENT VOCATIONAL & OTHER GRANTS | 67 | 69975 | |||
| STUDENT VOCATIONAL & OTHER GRANTS | 5 | 1466 | FMV | TRAVEL |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE COLLEGE FOLLOWS FEDERAL, STATE, DONOR, AND INSTITUTIONAL GUIDELINES FOR DETERMINING ELIGIBILITY FOR SCHOLARSHIPS, PRIZES, AND OTHER GRANTS AND AWARDS. THE COLLEGE MAINTAINS RECORDS SHOWING THE SELECTION CRITERIA, RECIPIENT ELIGIBILITY, HOW FUNDS MAY BE USED, AND ANY RELATED PARTY. BEFORE PAYING GRANTS TO OTHER ENTITIES, THE COLLEGE OBTAINS DOCUMENTATION SHOWING THE RECIPIENT IS ELIGIBLE TO RECEIVE DEDUCTIBLE CHARITABLE CONTRIBUTIONS. GRANTS AWARDED BY THE OFFICE OF FINANCIAL AID ARE CREDITED DIRECTLY TO STUDENT ACCOUNTS. OTHER GRANTS ARE MONITORED VARIOUS WAYS, INCLUDING REIMBURSING ACTUAL SUBSTANTIATED EXPENSES, REQUIRING WRITTEN REPORTS, AND/OR VISITING SITES OF ACTIVITIES FUNDED BY COLLEGE GRANTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRANT H CORNWELL | |||||||||||||
| 343400 | 0 | 283 | 0 | 44915 | 0 | 80910 | 0 | 110490 | 0 | 579998 | 0 | 0 | 0 |
| ELLEN FALDUTO | |||||||||||||
| 129202 | 0 | 20337 | 0 | 0 | 0 | 15600 | 0 | 5482 | 0 | 170621 | 0 | 0 | 0 |
| SCOTT FRIEDHOFF | |||||||||||||
| 221620 | 0 | 0 | 0 | 7886 | 0 | 46460 | 0 | 19425 | 0 | 295391 | 0 | 0 | 0 |
| CAROLYN NEWTON | |||||||||||||
| 186519 | 0 | 422 | 0 | 3237 | 0 | 19190 | 0 | 11309 | 0 | 220677 | 0 | 0 | 0 |
| LAURIE L STICKELMAIER | |||||||||||||
| 187939 | 0 | 0 | 0 | 810 | 0 | 21352 | 0 | 15309 | 0 | 225410 | 0 | 0 | 0 |
| W HAYDEN SCHILLING | |||||||||||||
| 121823 | 0 | 32360 | 0 | 0 | 0 | 15187 | 0 | 11039 | 0 | 180409 | 0 | 0 | 0 |
| SARA L PATTON | |||||||||||||
| 189378 | 0 | 38 | 0 | 3337 | 0 | 22889 | 0 | 5560 | 0 | 221202 | 0 | 0 | 0 |
| SHILA GARG | |||||||||||||
| 106896 | 0 | 0 | 0 | 1258 | 0 | 13378 | 0 | 11039 | 0 | 132571 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PART I, LINE 1A: GRANT H. CORNWELL RECEIVED THE FOLLOWING TAXABLE BENEFITS: COUNTRY CLUB EXPENSES - $3,758 HOUSEKEEPING - $2,979 CABLE - $432 PHONE - $120 AUTO - $324 GROSS-UP PAYMENT - $16,189 |
| PART I, LINE 4B | GRANT H. CORNWELL ACCRUED DEFERRED COMPENSATION OF $51,510 FOR A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CAROLYN NEWTON ACCRUED DEFERRED COMPENSATION OF $19,190 FOR A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. SCOTT FRIEDHOFF ACCRUED DEFERRED COMPENSATION OF $46,460 FOR A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. LAURIE L. STICKELMAIER ACCRUED DEFERRED COMPENSATION OF $3,677 FOR A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ANGELA JOHNSTON ACCRUED DEFERRED COMPENSATION OF $9,090 FOR A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756AHX1 | 2003-04-03 | 7748270 | EDUCATIONAL FACILITIES | 0 | 0 | 0 |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756BQW3 | 2005-12-28 | 15852223 | EDUCATIONAL FACILITIES | 0 | 0 | 0 |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756AY55 | 2010-05-04 | 9953556 | EDUCATIONAL FACILITIES | 0 | 0 | 0 |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756AGC2 | 2012-05-30 | 9182102 | EDUCATIONAL FACILITIES | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1760000 | 4750000 | 7777939 | 7616557 | 131713 | 29669 | 2003 | 1 | 0 | 1 | 1 | ||
| 4260000 | 15852223 | 550000 | 197223 | 2008 | 1 | 0 | 1 | 1 | 15105000 | |||
| 445000 | 9953556 | 197350 | 392474 | 0 | 0 | 1 | 1 | 9363732 | ||||
| 9182102 | 3999686 | 182416 | 0 | 1 | 0 | 1 | 5000000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART I, COLUMN (E) & SCHEDULE K, PART, II, LINE 3: THE | Identifier |
| Return Reference | DIFFERENCE BETWEEN ISSUE PRICE IN PART I, COLUMN (E) AND THE TOTAL PROCEEDS | ReturnReference |
| Explanation | OF ISSUE IN PART II, LINE 3 IS INVESTMENT INCOME EARNED ON BOND ESCROW BEFORE THE BOND PROCEEDS WERE EXPENDED. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Grant | 19500 | AmountOfGrant |
| Type Of Assistance | MERIT SCHOLARSHIP | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MARGUERITE K CORNWELL | |||
| SPOUSE OF PRESIDENT | 107329 | COMPENSATION | 0 |
| STEVE STICKELMAIER | |||
| STEPSON OF VPFB | 12637 | COMPENSATION | 0 |
| CYBEX | |||
| TRUSTEE JOAN CARTER'S HUSBAND, JOHN AGLIALORO, IS 50% SHAREHOLDER OF UM HOL | 238576 | CYBEX PROVIDED FITNESS EQUIPMENT FOR SCOT CENTER AT LOWER THAN MARKET RATES | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 31155 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV & OTHER | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 70 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 538181 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 151500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 35 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1499 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV & OTHER | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | TICKETS | Description |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS. |
| THIRD PARTY USE: | PART I, LINE 32B: | THIRD PARTY INVOLVEMENT, PART I, LINE 32B: THE COLLEGE USES A BROKER TO PROCESS AND SELL DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW THE FAIR MARKET VALUE OF SUCH SERVICES. REVENUE REPORTING FOR CERTAIN NON-CASH CONTRIBUTIONS, PART I, LINE 33: UNDER ASC 958-605, "COLLECTIONS" ARE DEFINED AS WORKS OF ART, HISTORICAL TREASURES, OR SIMILAR ASSETS THAT ARE (A) HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; OR (B) PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. PROCEEDS FROM THE SALE OF "COLLECTION" ITEMS MUST BE USED TO ACQUIRE ADDITIONAL COLLECTION ITEMS. UNDER THIS ACCOUNTING STANDARD, THE COLLEGE DOES NOT CAPITALIZE "COLLECTIONS" AND ACCORDINGLY DID NOT RECORD REVENUE FOR DONATIONS THAT MET THE DEFINITION OF "COLLECTIONS", INCLUDING WORKS OF ART, RARE BOOKS, OTHER HISTORICAL MEMORABILIA. OTHER GIFTS FOR WHICH THERE WERE NO READILY-AVAILABLE ESTIMATES OF FAIR MARKET VALUE EITHER WERE NOT RECORDED OR WERE RECORDED AT $1 FOR TRACKING PURPOSES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY AND AUTHORITY FOR REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE, WITH THE ASSISTANCE OF THE INDEPENDENT PUBLIC ACCOUNTING FIRM, REVIEWS AND APPROVES THE FORM 990 BEFORE SUBMISSION TO THE IRS. A FULL COPY OF THE 990 IS PROVIDED TO ALL TRUSTEES PRIOR TO FILING THE FORM WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COLLEGE RESPECTS THE RIGHT OF ITS TRUSTEES, OFFICERS, FACULTY AND STAFF MEMBERS TO ENGAGE IN OUTSIDE BUSINESS, FINANCIAL, SERVICE, AND/OR OTHER ACTIVITIES, RECOGNIZING THAT CONFLICTS OF INTEREST DO ARISE FROM TIME TO TIME, AND THAT THESE CONFLICTS: 1. MAY RESULT FROM THE INDIVIDUAL'S RELATIONSHIPS WITH OUTSIDE ORGANIZATIONS, PERSONS, OR CAUSES REFLECTING THE PERSON'S PROMINENCE, REPUTATION, AND INFLUENCE, AND 2. NEED NOT BE HARMFUL, AND, INDEED MAY BE FAVORABLE, TO THE COLLEGE'S INTERESTS, AS LONG AS THEY ARE DISCLOSED AND UNDERSTOOD IN THE COLLEGE'S DECISION-MAKING PROCESSES. SUCH REAL OR APPARENT CONFLICTS ARE NOT CONSIDERED DETRIMENTAL IF: 1. THEY ARE FULLY DISCLOSED TO THE APPROPRIATE DESIGNATED SENIOR STAFF MEMBER OR THE AUDIT COMMITTEE OF THE BOARD; 2. THEIR NATURE IS KNOWN AND UNDERSTOOD BY THE INDIVIDUAL'S IMMEDIATE SUPERVISOR AND THE APPROPRIATE SENIOR STAFF MEMBER FOR FACULTY AND STAFF EMPLOYEES, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR SENIOR STAFF MEMBERS, THE PRESIDENT, AND TRUSTEES; 3. DISCLOSURE IS MADE AT THE EARLIEST PRACTICABLE TIME; 4. THE COMMITMENT OF TIME TO THESE ACTIVITIES DOES NOT INTERFERE WITH THE INDIVIDUAL'S DUTIES; 5. THE TRUSTEE OR EMPLOYEE REFRAINS FROM PARTICIPATING IN COLLEGE MATTERS RELATED TO SUCH ACTIVITIES; AND 6. THE TRUSTEE OR EMPLOYEE ALWAYS ACTS IN A MANNER THAT FOSTERS THE OBJECTIVES OF THE COLLEGE'S CORE MISSION TO PROVIDE THE BEST POSSIBLE EDUCATIONAL EXPERIENCE FOR WOOSTER'S STUDENTS, TO PROVIDE THE PROPER ENVIRONMENT FOR FACULTY TO TEACH, AND TO RESPONSIBLY STEWARD THE COLLEGE'S FINANCIAL, HUMAN, AND PHYSICAL RESOURCES. CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED ANNUALLY BY ALL TRUSTEES AND EACH OFFICER, SENIOR STAFF, FACULTY, AND STAFF MEMBER WHO IS CURRENTLY SERVING THE COLLEGE AND WHO HAS AUTHORITY TO REQUISITION, PURCHASE, OR CONTRACT FOR MATERIALS OR SERVICES FOR THE COLLEGE, OR WHO HAS RESPONSIBILITY FOR APPROVING THE SAME. THE AUDIT COMMITTEE REVIEWS ALL QUESTIONNAIRES ON AN ANNUAL BASIS. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES ALL SUBSTANTIAL, ACTUAL OR POTENTIAL CONFLICTING ACTIVITIES OF THE PRESIDENT AND SENIOR STAFF MEMBERS. SENIOR STAFF MEMBERS REVIEW AND APPROVE ALL SUBSTANTIAL ACTUAL OR POTENTIAL CONFLICTING ACTIVITIES OF FACULTY AND STAFF MEMBERS. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY THE PROVOST'S OFFICE FOR FACULTY, THE APPROPRIATE VICE PRESIDENT FOR STAFF EMPLOYEES, AND BY THE AUDIT COMMITTEE FOR SENIOR STAFF MEMBERS, THE PRESIDENT, AND TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SURVEYS CONDUCTED BY THE GREAT LAKES COLLEGES ASSOCIATION (GLCA) AND JOINT PAYROLL SURVEYS CONDUCTED BY THE GLCA AND ASSOCIATED COLLEGES OF THE MIDWEST (ACM). COMPENSATION ARRANGEMENTS FOR THE PRESIDENT ARE REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. THE PRESIDENT'S COMPENSATION IS DETERMINED BASED ON REFERENCE TO THE SALARY SURVEYS AND THE PRESIDENT'S JOB PERFORMANCE. RECOMMENDED COMPENSATION ARRANGEMENTS FOR OTHER SENIOR OFFICERS AND STAFF ARE DEVELOPED BY THE PRESIDENT IN CONSULTATION WITH THE CHAIRMAN OF THE BOARD AND ARE BASED ON THE ABOVE MENTIONED SALARY SURVEYS, JOB PERFORMANCE, AND EXPERIENCE IN THE POSITION. THESE RECOMMENDATIONS ARE PRESENTED TO THE FULL EXECUTIVE COMMITTEE FOR DISCUSSION AND APPROVAL. COMPENSATION DECISIONS MADE BY THE EXECUTIVE COMMITTEE AFFECTING THE PRESIDENT AND OTHER SENIOR OFFICERS ARE REPORTED TO THE FULL BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE COLLEGE FILED ITS FORM 1023 BEFORE JULY 15, 1987 AND DID NOT HAVE A COPY OF THIS FILING AS OF THAT DATE. UNDER THE REGULATIONS OF THE INTERNAL REVENUE CODE, THE COLLEGE IS NOT REQUIRED TO MAKE ITS FORM 1023 AVAILABLE FOR PUBLIC INSPECTION. THE 990 AND 990T ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE POSTS ITS AUDITED FINANCIAL STATEMENTS ON THE COLLEGE WEBSITE (WWW.WOOSTER.EDU). THE COLLEGE DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,625,893. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| WOOSTER TECHNOLOGY GROUP LTD | |||||||||
| 1101 NORTH BEVER STREET | WOOSTER | OH | 44691 | 263895769 | HOLD PATENTS | OH | 0 | 7740 | THE COLLEGE OF WOOSTER |
| THE WOOSTER INN MANAGEMENT COMPANY LTD | |||||||||
| 1101 NORTH BEVER STREET | WOOSTER | OH | 44691 | 264321151 | INN MANAGEMENT | OH | 23648 | 59895 | THE COLLEGE OF WOOSTER |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| GREAT LAKES COLLEGES ASSOCIATION INC | ||||||||||
| 535 WEST WILLIAM | ANN ARBOR | MI | 48103 | 381678376 | EDUCATION CONSORTIUM | MI | 501(C)(3) | LINE 11A, I | N/A | 0 |
| THE FIVE COLLEGES OF OHIO | ||||||||||
| 209 CHASE AVENUE | EATON CENTER GAMBIER | OH | 43022 | 311440434 | EDUCATION CONSORTIUM | OH | 501(C)(3) | LINE 11A, I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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