SIENA HEIGHTS UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SIENA HEIGHTS UNIVERSITY (EIN 38-1366958)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349301851
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T09:43:41-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | 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 | 381366958 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIENA HEIGHTS UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIEN | NameControl |
| Phone | 5172647108 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1247 EAST SIENA HEIGHTS DRIVE | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEE JOHNSON PHD CPA | Name |
| Title | SR VICE PRESIDENT | Title |
| Phone | 5172647108 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICKI L VANDENBERG CPA | Name |
| PTIN | P00100422 | PTIN |
| Phone | 2695674500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SR PEG ALBERT OP PH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1247 EAST SIENA HEIGHTS DRIVE | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54427624 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SIENAHEIGHTS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1919 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE STUDENTS WITH A LIBERAL ARTS EDUCATION WITH THE PURPOSE OF ASSISTING PEOPLE IN BECOMING MORE COMPETENT, PURPOSEFUL AND ETHICAL THROUGH A TEACHING AND LEARNING ENVIRONMENT WHICH RESPECTS THE DIGNITY OF ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1032 | TotalNbrEmployees |
| Total Nbr Volunteers | 49 | TotalNbrVolunteers |
| Total Gross UBI | 81322 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -17597 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12790553 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13603733 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 31368114 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36222927 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 167775 | InvestmentIncomePriorYear |
| Investment Income Current Year | 136306 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 158065 | OtherRevenuePriorYear |
| Other Revenue Current Year | 137363 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44484507 | TotalRevenuePriorYear |
| Total Revenue Current Year | 50100329 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12722043 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14118543 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16032894 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17904578 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 32437 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 3200 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 882549 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8823000 | OtherExpensePriorYear |
| Other Expenses Current Year | 10235788 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 37610374 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42262109 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6874133 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7838220 | RevenuesLessExpensesCY |
| Total Assets BOY | 42247397 | TotalAssetsBOY |
| Total Assets EOY | 54729282 | TotalAssetsEOY |
| Total Liabilities BOY | 13844291 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19415031 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28403106 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35314251 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF SIENA HEIGHTS UNIVERSITY, A CATHOLIC UNIVERSITY FOUNDED AND SPONSORED BY THE ADRIAN DOMINICAN SISTERS, IS TO ASSIST PEOPLE TO BECOME MORE COMPETENT, PURPOSEFUL, AND ETHICAL THROUGH A TEACHING AND LEARNING ENVIRONMENT WHICH RESPECTS THE DIGNITY OF ALL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 36555310 | Expense |
| Grants | 14118543 | Grants |
| Revenue | 36149578 | Revenue |
| Description | SIENA HEIGHTS UNIVERSITY IS A MICHIGAN PRIVATE NON-PROFIT CORPORATION FOR POSTSECONDARY EDUCATION. THE UNIVERSITY PROVIDES EDUCATION WITH A MAIN CAMPUS, SATELLITE CAMPUSES, AND ONLINE FOR BOTH TRADITIONAL AND NONTRADITIONAL STUDENTS OFFERING BACHELOR AND MASTER DEGREE PROGRAMS. THE MAIN CAMPUS ALSO OFFERS AUXILIARY SERVICES IN THE FORM OF HOUSING, MEAL PLANS, AND BOOKSTORE SERVICES. THE UNIVERSITY IS PRIMARILY SUPPORTED THROUGH TUITION, FEDERAL AND STATE GRANTS, AND CONTRIBUTIONS FOR OPERATIONS AND SCHOLARSHIPS | Description |
| Total Program Service Expense | 36555310 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3742 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1032 | 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 | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 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 | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J LEE JOHNSON PHD CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5172647108 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1247 EAST SIENA HEIGHTS DRIVE | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SISTER PEG ALBERT OP PHD | ||||||
| PRESIDENT | 40.00 | X | X | 178033 | 0 | 41000 |
| STEPHANIE L BOYSE | ||||||
| TRUSTEE - THROUGH 10/11 | 1.00 | X | 0 | 0 | 0 | |
| BETTY CUMMINGS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL DAWSON MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES EBBITT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARIANE FAHLMAN OP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL FARVER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUDITH FRANCOEUR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT HILL | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JAMES HUGHES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SR CANDACE INTROCASO CDP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANK JOHNSON | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL L KAPNICK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN LABRIOLA | ||||||
| TRUSTEE | 1.00 | X | 5049 | 0 | 0 | |
| MAJOR RUTH LAFONTAINE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID E MAXWELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID G MENGEBIER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SISTER FRANCES NADOLNY OP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HONORABLE MARGARET MS NOE | ||||||
| CHAIR | 1.00 | X | X | 2001 | 0 | 0 |
| MARY JO POTTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KENNETH PRIOR | ||||||
| TRUSTEE - THROUGH 10/11 | 1.00 | X | 0 | 0 | 0 | |
| JAMIE T RICHARDSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE RICHARDSON JR | ||||||
| TRUSTEE - THROUGH 10/11 | 1.00 | X | 0 | 0 | 0 | |
| DAVID RICHMOND | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| IQBAL ROSHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| IGNACIO SALAZAR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CORINNE SANDERS OP | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KRIS SCHMIDT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN SCHWARTZ | ||||||
| TRUSTEE - THROUGH 10/11 | 1.00 | X | 0 | 0 | 0 | |
| SR ANNELIESE SINNOTT OP PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA WALTER OP PHD | ||||||
| TRUSTEE - THROUGH 10/11 | 1.00 | X | 0 | 0 | 0 | |
| JOAN MARIE WEITHMAN OP | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY JAKACKI | ||||||
| TRUSTEE - THROUGH 5/12 | 1.00 | X | 0 | 0 | 0 | |
| MAURICIO FIGUEIREDO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE FUTRELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHELE GARDNER MD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD HALLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LISA OBERLIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY SOHER OP | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| J LEE JOHNSON PHD CPA | ||||||
| SR VP FOR BUS. & FINANCE | 40.00 | X | 129343 | 0 | 22373 | |
| MITCHELL BLONDE | ||||||
| VP FOR ADVANCEMENT | 40.00 | X | 113166 | 0 | 15062 | |
| SHARON WEBER OP | ||||||
| VP FOR ACADEMIC AFFAIRS | 40.00 | X | 113970 | 0 | 5478 | |
| PATRICK PALMER | ||||||
| VP FOR ENROLLMENT | 40.00 | X | 108232 | 0 | 20144 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 649794 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 104057 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARTWELLSCOMPASS GROUP | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICE | 1201997 |
| SLUSARSKI EXCAVATING & PAVING | |||||
| 119 GREENLY ST | ADRIAN | MI | 49221 | EXCAVATING & PAVING SERVICES | 587868 |
| COLLABORATIVE INC | |||||
| 500 MADISON AVE | TOLEDO | OH | 43604 | ARCHITECTURAL, LANDSCAPE DESIGN | 557192 |
| MB ELECTRIC LLC | |||||
| 1155 W BEECHER ST | ADRIAN | MI | 49221 | ELECTRICAL SERVICES | 445768 |
| NCS PEARSON INC | |||||
| 13036 COLLECTIONS CENTER | CHICAGO | IL | 60693 | ONLINE CLASSES EXCHANGE | 373865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 21287 | FundraisingEvents |
| Related Organizations | 500 | RelatedOrganizations |
| Government Grants | 6833502 | GovernmentGrants |
| All Other Contributions | 6748444 | AllOtherContributions |
| Total Contributions | 13603733 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | 32169821 | 32169821 | |
| AUXILIARY | 611710 | 3971784 | 3971784 | |
| CONFERENCES & CAMPS | 721210 | 81322 | 81322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36222927 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 131010 | TotalRevenueColumn |
| Exclusion | $131,010 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7973 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7973 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7973 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7973 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4099113 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4093817 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5296 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5296 | TotalRevenueColumn |
| Exclusion | $5,296 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29590 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 21287 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 27469 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2121 | TotalRevenueColumn |
| Exclusion | $2,121 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 224938 | GrossIncomeGaming |
| Gaming Direct Expenses | 206009 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18929 | TotalRevenueColumn |
| Exclusion | $18,929 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 108340 | TotalRevenueColumn |
| Exclusion | $108,340 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 108340 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50100329 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36149578 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 81322 | UnrelatedBusinessRevenue |
| Exclusion | $265,696 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14039743 | Total |
| Program Services | 14039743 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78800 | Total |
| Program Services | 78800 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814754 | Total |
| Program Services | 95825 | ProgramServices |
| Management And General | 416561 | ManagementAndGeneral |
| Fundraising | 302368 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12677288 | Total |
| Program Services | 11176697 | ProgramServices |
| Management And General | 1223763 | ManagementAndGeneral |
| Fundraising | 276828 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 679775 | Total |
| Program Services | 572095 | ProgramServices |
| Management And General | 106865 | ManagementAndGeneral |
| Fundraising | 815 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2730561 | Total |
| Program Services | 2188606 | ProgramServices |
| Management And General | 536772 | ManagementAndGeneral |
| Fundraising | 5183 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002200 | Total |
| Program Services | 830110 | ProgramServices |
| Management And General | 171079 | ManagementAndGeneral |
| Fundraising | 1011 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33965 | Total |
| Management And General | 33965 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76000 | Total |
| Management And General | 76000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51809 | Total |
| Management And General | 51809 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3200 | Total |
| Fundraising | 3200 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55748 | Total |
| Management And General | 55748 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2382373 | Total |
| Program Services | 1604850 | ProgramServices |
| Management And General | 777080 | ManagementAndGeneral |
| Fundraising | 443 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253822 | Total |
| Program Services | 206223 | ProgramServices |
| Management And General | 40861 | ManagementAndGeneral |
| Fundraising | 6738 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327055 | Total |
| Program Services | 242690 | ProgramServices |
| Management And General | 76610 | ManagementAndGeneral |
| Fundraising | 7755 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162883 | Total |
| Program Services | 38707 | ProgramServices |
| Management And General | 68731 | ManagementAndGeneral |
| Fundraising | 55445 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4168 | Total |
| Program Services | 4168 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1434301 | Total |
| Program Services | 1105018 | ProgramServices |
| Management And General | 303491 | ManagementAndGeneral |
| Fundraising | 25792 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352660 | Total |
| Program Services | 252877 | ProgramServices |
| Management And General | 50121 | ManagementAndGeneral |
| Fundraising | 49662 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368601 | Total |
| Program Services | 340900 | ProgramServices |
| Management And General | 14574 | ManagementAndGeneral |
| Fundraising | 13127 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1486252 | Total |
| Program Services | 1188185 | ProgramServices |
| Management And General | 251971 | ManagementAndGeneral |
| Fundraising | 46096 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347259 | Total |
| Program Services | 252138 | ProgramServices |
| Management And General | 84663 | ManagementAndGeneral |
| Fundraising | 10458 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACTIVITIES | 1356153 | 1298419 | 21217 | 36517 |
| REPAIRS AND MAINTENANCE | 267882 | 228344 | 33876 | 5662 |
| DUES AND SUBSCRIPTIONS | 260024 | 96429 | 152299 | 11296 |
| BAD DEBT | 251372 | 251372 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 763461 | Total |
| Program Services | 714486 | ProgramServices |
| Management And General | 24822 | ManagementAndGeneral |
| Fundraising | 24153 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42262109 | Total |
| Program Services | 36555310 | ProgramServices |
| Management And General | 4824250 | ManagementAndGeneral |
| Fundraising | 882549 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2829197 | BOY |
| EOY | 2092751 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4479811 | BOY |
| EOY | 7470880 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942160 | BOY |
| EOY | 1207642 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39629 | BOY |
| EOY | 54064 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 995019 | BOY |
| EOY | 1261714 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 54894522 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20307701 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24534849 | BOY |
| EOY | 34586821 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8186841 | BOY |
| EOY | 7820061 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239891 | BOY |
| EOY | 235349 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42247397 | BOY |
| EOY | 54729282 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2630783 | BOY |
| EOY | 2522733 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1456898 | BOY |
| EOY | 1467860 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8470000 | BOY |
| EOY | 13571392 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 822127 | BOY |
| EOY | 974877 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464483 | BOY |
| EOY | 878169 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13844291 | BOY |
| EOY | 19415031 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13071116 | BOY |
| EOY | 20067790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8912905 | BOY |
| EOY | 8696433 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6419085 | BOY |
| EOY | 6550028 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28403106 | BOY |
| EOY | 35314251 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42247397 | BOY |
| EOY | 54729282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7838220 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -927074 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $51,809 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 51809 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE MWW GROUP, INC. 1 MEADOWLANDS PLAZA, EAST RUTHERFORD, NEW JERSEY 07073 $50,000 RETAINER FEE $1,809 MISCELLANEOUS EXPENSES | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8273882 | BeginningOfYearBalance |
| Contributions | 181646 | Contributions |
| Investment Earnings Or Losses | -163453 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 331191 | GrantsOrScholarships |
| Other Expenditures | 2497 | OtherExpenditures |
| End Of Year Balance | 7958387 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6818538 | BeginningOfYearBalance |
| Contributions | 326693 | Contributions |
| Investment Earnings Or Losses | 1204017 | InvestmentEarningsOrLosses |
| Other Expenditures | 1158 | OtherExpenditures |
| Administrative Expenses | 74208 | AdministrativeExpenses |
| End Of Year Balance | 8273882 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5826019 | BeginningOfYearBalance |
| Contributions | 208974 | Contributions |
| Investment Earnings Or Losses | 794605 | InvestmentEarningsOrLosses |
| Other Expenditures | 11060 | OtherExpenditures |
| End Of Year Balance | 6818538 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7660809 | BeginningOfYearBalance |
| Contributions | 142172 | Contributions |
| Investment Earnings Or Losses | -1543115 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -419404 | GrantsOrScholarships |
| Other Expenditures | -14443 | OtherExpenditures |
| End Of Year Balance | 5826019 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00440 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82300 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17260 | 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 | 318500 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 701549 | OtherCostOrOtherBasis |
| Book Value | 1020049 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 440132 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 29933536 | OtherCostOrOtherBasis |
| Depreciation | 10059364 | Depreciation |
| Book Value | 20314304 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 600839 | OtherCostOrOtherBasis |
| Book Value | 600839 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16578733 | OtherCostOrOtherBasis |
| Depreciation | 10248337 | Depreciation |
| Book Value | 6330396 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 40680 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6280553 | OtherCostOrOtherBasis |
| Book Value | 6321233 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34586821 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $29,173 |
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $168,518 |
| FAIR VALUE OF INTEREST RATE SWAP | $644,478 |
| RELATED PARTY MORTGAGE | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 878169 | TotalOfAmounts |
| Total Revenue | 50100329 | TotalRevenue |
| Total Expenses | 42262109 | TotalExpenses |
| Excess Or Deficit For Year | 7838220 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -300250 | NetUnrealizedGLOnInvestments |
| Other | -$626,824 | OtherAmount |
| Total Adjustments | -927074 | TotalAdjustments |
| Excess Or Deficit Per FS | 6911146 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35366990 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -300250 | NetUnrealizedGainsInvestments |
| Other Revenues | -626824 | OtherRevenues |
| Revenue Not Rptd F990 | -927074 | RevenueNotRptdF990 |
| Revenue Subtotal | 36294064 | RevenueSubtotal |
| Other Revenues Not Included | 13806265 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 13806265 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 50100329 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28455845 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 233478 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 233478 | ExpensesNotRptdF990 |
| Expenses Subtotal | 28222367 | ExpensesSubtotal |
| Other Expenses Not Included | 14039743 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14039743 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 42262110 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THIS ENDOWMENT IS USED BY THE ORGANIZATION TO PROVIDE SCHOLARSHIPS TO WORTHY INDIVIDUALS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE UNIVERSITY IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF JUNE 30, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON VALUE OF INTEREST RATE SWAPS -411,376. CHANGE IN FAIR VALUE OF PLEDGED RECEIVABLES -215,448. TOTAL TO SCHEDULE D, PART XI, LINE 8: -626,824. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INTEREST RATE SWAP -411,376. CHANGE IN FAIR VALUE OF PLEDGES RECEIVABLE -215,448. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL STUDENT AID 14,039,743. FUNDRAISING EXPENSES -27,469. GAMING EXPENSE -206,009. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 27,469. GAMING EXPENSE 206,009. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL STUDENT AID 14,039,743. |
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 POLICY IS PUBLICIZED ON ADMISSIONS BROCHURES AND COURSE CATALOGS, AS WELL AS ON THE SCHOOL WEBSITE WHICH IS AVAILABLE TO THE PUBLIC. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | SIENA HEIGHTS UNIVERSITY RECEIVED FEDERAL FUNDS FOR FINANCIAL AID FOR ITS STUDENTS AND TRIO PROGRAM FUNDS FOR THREE FEDERAL PROGRAMS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| 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 | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| SUB-SAHARAN AFRICA | LEASING SPACE | 40000 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | SUPPLIES, SCHOLARSHIPS & BOOKS FOR NURSING PROGRAM | 38800 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | 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: IN THE AGREEMENT THE USE OF FUNDS AND REPORTING REQUIREMENTS ARE SPECIFIED. A WRITTEN REPORT ON THE USE OF THE FUNDS WAS DUE BY 08/15/2012 AND THE SECOND REPORT ON THE USE OF ANY FUNDS NOT SPENT WAS DUE BY 10/01/2012 WAS DUE BY 11/15/2012. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SUMMER SPECTACULAR EVENT SCHOLARSHI | NameOfEvent1 |
| Gross Receipts Event1 | 50877 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 21287 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29590 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1820 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4119 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 11228 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3114 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 7188 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 50877 | GrossReceiptsTotal |
| Charitable Contributions Total | 21287 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29590 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1820 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 4119 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11228 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3114 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 7188 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 27469 | DirectExpenseSummaryEvents |
| Net Income Summary | 2121 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 224938 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 185551 | CashPrizesOtherGaming |
| Rent Facility Costs Other Gaming | 19658 | RentFacilityCostsOtherGaming |
| Other Direct Expenses Other Gaming | 800 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 224938 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 185551 | CashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 19658 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 800 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 206009 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 18929 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MI | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA KLUTSARITS | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1247 EAST SIENA HEIGHTS DRIVE | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 1 | ContractWith3rdPartyForGamRev |
| Amt Of Gaming Revenue Recvd By Org | 224938 | AmtOfGamingRevenueRecvdByOrg |
| Amt Of Gaming Revenue Retnd By3 Prty | 19658 | AmtOfGamingRevenueRetndBy3Prty |
Name Of Third Party Business NameOfThirdPartyBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNOOKERS POOL & PUB | BusinessNameLine1 |
Address Of Third Party US AddressOfThirdPartyUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45100 NORTHPOINTE BLVD | AddressLine1 |
| City | UTICE | City |
| State | MI | State |
| ZIP Code | 48315 | ZIPCode |
Gaming Manager Name Business GamingManagerNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA KLUTSARITS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | 0 | GamingManagerCompensation |
| Gaming Manager Services Provided | FILES PAPERWORK AND OVERSEES EVENT | 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 |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP - TUITION/BOOKS | TypeOfGrant |
| Number Of Recipients | 2018 | NumberOfRecipients |
| Amount Of Cash Grant | 14039743 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
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 |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SISTER PEG ALBERT OP PHD | |||||||||||||
| 178033 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41000 | 0 | 219033 | 0 | 0 | 0 |
| J LEE JOHNSON PHD CPA | |||||||||||||
| 129343 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 22373 | 0 | 151716 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE PRESIDENT OF THE UNIVERSITY LIVES IN A HOUSE THAT IS OWNED BY THE UNIVERSITY. ALL EXPENSES, INCLUDING UTILITIES, ARE PAID BY THE UNIVERSITY. THE PRESIDENT IS TAX-EXEMPT DUE TO HER RELIGIOUS STATUS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| ECONOMIC DEVELOPMENT CORP OF THE COUNTY OF LENAWEE | |||||||
| 521302758 | 526010ADF | 2009-04-28 | 8700000 | TO FINANCE REFUNDING FOR SERIES 2006 BONDS | 0 | 0 | 0 |
| ECONOMIC DEVELOPMENT CORP OF THE COUNTY OF LENAWEE | |||||||
| 521302758 | 2010-12-21 | 5526392 | CONSTRUCTION | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 8700000 | 273375 | 8426625 | 2009 | 1 | 0 | 1 | 1 |
| 5526392 | 289650 | 5526392 | 2013 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| FIRST AMERICAN BANK | ||||||||
| 1 | 1 | 1 | 10.000000000000 | 0 | 0 | 0 | 0 | 0 |
| FIRST AMERICAN BANK | ||||||||
| 1 | 1 | 1 | 10.000000000000 | 0 | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (12 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| KRIEGHOFF LENAWEE COMPANIES | |||
| TRUSTEE | 1336670 | SCOTT HILL IS A STOCKHOLDER OF KRIEGHOFF LENAWEE COMPANIES. KRIEGHOFF LENAWEE PROVIDED CONSTRUCTION SERVICES FOR THE ORGANIZATION. | 0 |
| CONSUMERS ENERGY | |||
| TRUSTEE | 403658 | DAVID MENGEBIER IS A SR. VP GOVERNMENTAL & PUBLIC AFFAIRS OF CONSUMERS ENERGY CO. THE ORGANIZATION ENTERED INTO A CONTRACT WITH CONSUMERS ENERGY CO. | 0 |
| KAPNICK INSURANCE | |||
| TRUSTEE | 150733 | MIKE KAPNICK THE CFO/COO OF KAPNICK INSURANCE GROUP. KAPNICK INSURANCE PROVIDES INSURANCE AND FLEX SPENDING SERVICES. | 0 |
| SISTER FRANCES NADOLNY OP PHD | |||
| TRUSTEE | SISTER FRANCES IS THE CHAPTER PRIORESS OF THE GREAT LAKES DOMINICAN MISSION CHAPTER OF THE ADRIAN DOMINICAN SISTERS CONGREGATION. SISTER FRANCES IS PROVIDED WITH A STIPEND TO COVER HER BASIC LIVING EXPENSES BY THE ADRIAN DOMINICAN SISTERS. | 0 | |
| CINDY HILL | |||
| WIFE OF SCOTT HILL, TRUSTEE | 32480 | CINDY HILL RECEIVED COMPENSATION AS THE WOMEN'S LACROSSE COACH. | 0 |
| SISTER JOAN MARIE WEITHMAN OP | |||
| TRUSTEE | SISTER JOAN MARIE IS A MEMBER OF THE ADRIAN DOMINICAN SISTERS CONGREGATION. SISTER JOAN MARIE IS PROVIDED WITH A STIPEND TO COVER HER BASIC LIVING EXPENSES BY THE ADRIAN DOMINICAN SISTERS. | 0 | |
| SISTER ANNELIESE SINNOTT OP PHD | |||
| TRUSTEE | SISTER ANNELIESE IS A MEMBER OF THE ADRIAN DOMINICAN SISTERS CONGREGATION. SISTER ANNELIESE IS PROVIDED WITH A STIPEND TO COVER HER BASIC LIVING EXPENSES BY THE ADRIAN DOMINICAN SISTERS. | 0 | |
| SISTER PATRICIA WALTER OP PHD | |||
| TRUSTEE | SISTER PATRICIA IS A MEMBER OF THE ADRIAN DOMINICAN SISTERS CONGREGATION. SISTER PATRICIA IS PROVIDED WITH A STIPEND TO COVER HER BASIC LIVING EXPENSES BY THE ADRIAN DOMINICAN SISTERS. | 0 | |
| SISTER PEG ALBERT OP PHD | |||
| SISTER PEG IS THE PRESIDENT OF THE UNIVERSITY | SISTER PEG IS A MEMBER OF THE ADRIAN DOMINICAN SISTERS CONGREGATION. SISTER PEG IS PAID A SALARY WHICH IS GIVEN DIRECTLY TO THE ADRIAN DOMINICAN SISTERS. SHE IS THEN PROVIDED WITH A STIPEND TO COVER HER BASIC LIVING EXPENSES BY THE ADRIAN DOMINICAN SISTERS. | 0 | |
| SISTER MARIANE FAHLMAN OP PHD | |||
| TRUSTEE | SISTER MARIANE IS A MEMBER OF THE ADRIAN DOMINICAN SISTERS CONGREGATION. SISTER MARIANE IS PROVIDED WITH A STIPEND TO COVER HER BASIC LIVING EXPENSES BY THE ADRIAN DOMINICAN SISTERS. | 0 | |
| SISTER CORINNE SANDERS OP EDD | |||
| TRUSTEE | SISTER CORINNE IS ON THE GENERAL COUNCIL OF THE ADRIAN DOMINICAN SISTERS CONGREGATION. SISTER CORINNE IS PAID A SALARY BY THE ADRIAN DOMINICAN SISTERS. | 0 | |
| JOAN EBBITT | |||
| SISTER OF JAMES EBBITT, TRUSTEE | 42630 | JOAN EBBIT RECEIVED COMPENSATION AS THE DIRECTOR OF COUNSELING FOR THE UNIVERITY | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SCOTT HILL AND STEPHANIE BOYSE ARE TRUSTEES OF SIENA HEIGHTS UNIVERSITY AND ARE BOARD MEMBERS OF UNITED BANK & TRUST. SCOTT HILL HAS A BUSINESS RELATIONSHIP WITH THE FOLLOWING INDIVIDUALS: STEPHANIE BOYSE, SR. CORINNE SANDERS, OP, ED.D., KENNETH PRIOR, MIKE KAPNICK, TIMOTHY JAKACKI, AND MICHAEL FARVER. KRIS SCHMIDT AND MIKE KAPNICK HAVE A BUSINESS RELATIONSHIP. IGNACIO SALAZAR AND STEVE FUTRELL HAVE A BUSINESS RELATIONSHIP. RICHARD HALLER AND MIKE KAPNICK HAVE A BUSINESS RELATIONSHIP. TIMOTHY JAKACKI AND SCOTT HILL HAVE A BUSINESS RELATIONSHIP AND MICHAEL KAPNICK IS A BOARD MEMBER FOR THE COMPANY THAT SCOTT HILL USES. DAVID RICHMOND AND MITCH BLONDE HAVE A BUSINESS RELATIONSHIP. DAVID MENEGEBIER HAS A BUSINESS RELATIONSHIP WITH SR. PEG ALBERT, STEPHANIE BOYCE, MICHELE GARDNER, SCOTT HILL, TIMOTHY JAKACKI, MICHAEL KAPNICK, THE HONORABLE MARGARET NOE, SR. CORINNE SANDERS AND KRIS SCHMIDT. SR PATRICIA WALTER HAS A BUSINESS RELATIONSHIP WITH THE OTHER ADRIAN DOMINICANS ON THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ENTITY IS ORGANIZED ON A MEMBERSHIP BASIS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ADRIAN DOMINICAN SISTERS HAVE THE EXCLUSIVE RIGHT TO ELECT TRUSTEES TO THE BOARD OF TRUSTEES AND REMOVE ANY TRUSTEE AT ANY TIME IF THEY BELIEVE IT IS IN THE BEST INTEREST OF THE CORPORATION TO DO SO. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ADRIAN DOMINICAN SISTERS HAVE THE EXCLUSIVE RIGHT TO EXERCISE THE RESERVED POWERS BESTOWED UPON THEM PURSUANT TO THE SIENA HEIGHTS UNIVERSITY BYLAWS. THESE RESERVED POWERS INCLUDE THE FOLLOWING: (A)APPROVE THE MISSION, PURPOSES AND PHILOSOPHY OF THE CORPORATION; (B)ELECT TRUSTEES TO THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN ARTICLE V, SECTION 3; (C)REMOVE ANY TRUSTEE AT ANY TIME IF THEY BELIEVE IT IS IN THE BEST INTEREST OF THE CORPORATION TO DO SO; (D)REVIEW AND COMMENT ON ALL ANNUAL OPERATING AND CAPITAL BUDGETS DEVELOPED BY THE BOARD OF TRUSTEES PRIOR TO THEIR ADOPTION BY THE BOARD, AND ALL NON-BUDGETED OPERATING EXPENSES AND CAPITAL EXPENDITURES IN EXCESS OF AN AMOUNT DETERMINED FROM TIME TO TIME BY THE MEMBERS; (E)AUTHORIZE AND/OR APPROVE ANY INCURRENCE, ASSUMPTION, OR GUARANTEE OF DEBT IN EXCESS OF AN AMOUNT DETERMINED FROM TIME TO TIME BY THE MEMBERS; (F)AUTHORIZE AND/OR APPROVE THE ENCUMBRANCE, SALE, LEASE OR OTHER DISPOSITION OF ANY REAL ESTATE OR THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (G)AUTHORIZE AND/OR APPROVE CONTRACTS THAT CALL FOR EXPENDITURES OF SUMS IN EXCESS OF AN AMOUNT DETERMINED FROM TIME TO TIME BY THE MEMBERS; (H)AUTHORIZE AND/OR APPROVE THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH OR INTO ANOTHER ENTITY; (I)APPOINT AND REAPPOINT THE PRESIDENT, AND REMOVE THE PRESIDENT IF THEY BELIEVE IT IS IN THE BEST INTEREST OF THE CORPORATION TO DO SO; (J)REMOVE OTHER OFFICERS OF THE CORPORATION IF THEY BELIEVE IT IS IN THE BEST INTEREST OF THE CORPORATION TO DO SO; (K)AUTHORIZE AND/OR APPROVE THE CREATION OF SUBSIDIARIES OR AFFILIATES OF THE CORPORATION OR THE CORPORATION'S PARTICIPATION IN JOINT VENTURES; (L)AUTHORIZE AND/OR APPROVE ANY AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION AND/OR BYLAWS AFTER CONSULTING WITH THE BOARD OF TRUSTEES; AND (M)AUTHORIZE AND/OR APPROVE THE DISSOLUTION OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BEING SUBMITTED TO THE IRS. QUESTIONS AND COMMENTS WERE SOLICITED FROM THE BOARD TO ENSURE THE COMPLETENESS AND ACCURACY OF THIS FORM. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES COMPLETE WRITTEN CONFLICTS ANNUALLY. DIFFERENT STANDING COMMITTEES OF THE BOARD OF TRUSTEES MONITOR AND REVIEW CONFLICTS OF INTEREST FOR KEY EMPLOYEES AND TRUSTEES ANNUALLY. IF A CONFLICT ARISES, THE TRUSTEE SHALL ABSTAIN FROM VOTING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE PRESIDENT IS DETERMINED BY A SUB-COMMITTEE (COMPENSATION COMMITTEE) OF THE BOARD OF TRUSTEES. THIS COMMITTEE MEETS AFTER THE PERFORMANCE REVIEW IS COMPLETED FOR THE PRESIDENT. IF A RAISE IS WARRANTED, THE PRESIDENT CAN DECLINE BASED ON UNIVERSITY DETERMINATION OF INCREASES FOR THE ENTIRE STAFF. COMPENSATION FOR ALL EMPLOYEES IS COMPARED TO CUPA STANDARDS AND ANNUAL RAISES FOR THE COMMUNITY AT-LARGE IS DETERMINED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. FISCAL YEAR 2012 WAS THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ORGANIZATIONAL DOCUMENTS AVAILABLE AT THE SIENA HEIGHTS UNIVERSITY LIBRARY AND THROUGH THE UNIVERSITY'S WEBSITE. FURTHER, ALL ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -300,250. UNREALIZED GAIN ON VALUE OF INTEREST RATE SWAPS -411,376. CHANGE IN FAIR VALUE OF PLEDGED RECEIVABLES -215,448. TOTAL TO FORM 990, PART XI, LINE 5: -927,074. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADRIAN DOMINICAN SISTERS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1257 E SIENA HEIGHTS DR | AddressLine1 |
| City | ADRIAN | City |
| State | MI | State |
| ZIP Code | 49221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CATHOLIC RELIGIOUS ORDER | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADRIAN DOMINICAN SISTERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 238032 | AmountInvolved |
| Method Of Amt Determination | ACTUAL EXPENSES INCURRED | MethodOfAmtDetermination |
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