2013-05-15T10:42:55-07:00 2012-06-30 990 2011-07-01 383071514 CALVIN COLLEGE CALV 6165266000 3201 BURTON STREET SE GRAND RAPIDS MI 49546 Sally Vander Ploeg 6165266132 2013-05-15 2011 2016-02-24 21:20:13Z GAYLEN J BYKER 3201 BURTON STREET SE GRAND RAPIDS MI 49546 246348269 0 X WWW.CALVIN.EDU X 1991 MI INSTITUTION OF HIGHER EDUCATION: A) TO ENGAGE IN VIGOROUS LIBERAL ARTS EDUCATION THAT PROMISES LIFE LONG CHRISTIAN SERVICE, B) TO PRODUCE SUBSTANTIAL, CHALLENGING ART AND SCHOLARSHIP, C) TO PERFORM ALL OUR TASKS AS A CARING AND DIVERSE EDUCATIONAL COMMUNITY. 31 31 3738 350 1122604 0 23557431 21693674 124487501 126870725 8672247 8518503 0 0 156717179 157082902 31519520 33360209 0 0 69973301 70999075 0 0 3769468 51066769 54165906 152559590 158525190 4157589 -1442288 447822374 442094541 175172090 223356704 272650284 218737837 INSTITUTION OF HIGHER EDUCATION: A) TO ENGAGE IN VIGOROUS LIBERAL ARTS EDUCATION THAT PROMISES LIFE LONG CHRISTIAN SERVICE, B) TO PRODUCE SUBSTANTIAL, CHALLENGING ART AND SCHOLARSHIP, C) TO PERFORM ALL OUR TASKS AS A CARING AND DIVERSE EDUCATIONAL COMMUNITY. 0 0 144550562 31555761 97949616 INSTRUCTION: 817 STUDENTS GRADUATED IN 2011-2012 (4,287 STUDENTS) 2987307 0 758055 RESEARCH INSTITUTIONALLY, PRIVATELY, AND GOVERNMENTALLY FUNDED RESEARCH PROJECTS (137 RESEARCH PROJECTS) 3694509 309652 157670 PUBLIC SERVICE - INSTITUTIONALLY, PRIVATELY, AND GOVERNMENTALLY FUNDED SERVICE PROJECTS (119 PUBLIC SERVICE PROJECTS) 0 0 0 151232378 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 1 1 0 1 1 1 1 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 1 5242 0 1 3738 1 1 1 1 CA GH HU SP 0 0 0 1 1 0 0 0 1 1 0 X 31 31 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AZ WA X X TODD LOHMAN 6165266132 3201 BURTON STREET SE GRAND RAPIDS MI 49546 MR SCOTT SPOELHOF 0 X 0 0 0 MS MICHELLE VANDYKE 0 X 0 0 0 MS THELMA VENEMA 0 X 0 0 0 DR DALE ANDRINGA 0 X 0 0 0 DR PHILIP BRONDSEMA 0 X 0 0 0 DR ROGER BRUMMEL 0 X 0 0 0 REV MOSES CHUNG 0 X 0 0 0 DR RANDALL ENGLE 0 X 0 0 0 MR BRAD HAVERKAMP 0 X 0 0 0 DR BRYAN KAMPS 0 X 0 0 0 MR WILLIAM KATT 0 X 0 0 0 MR CRAIG KLAMER 0 X 0 0 0 REV MICHAEL KOETJE 0 X 0 0 0 REV HARRY LEW 0 X 0 0 0 MR CRAIG LUBBEN 0 X 0 0 0 MR RALPH LUIMES 0 X 0 0 0 MR DAN MEESTER 0 X 0 0 0 MS CHRISTINE METZGER 0 X 0 0 0 MR THOMAS NOBEL 0 X 0 0 0 MS RUTH PALMA 0 X 0 0 0 DR JACK VAN DER SLIK 0 X 0 0 0 DR WYTSE VAN DIJK 0 X 0 0 0 MR DAVID VAN RANDWYK 0 X 0 0 0 DR RICHARD VANDENBERG 0 X 0 0 0 MR TERRY VANDERAA 0 X 0 0 0 DR LARRY VANDERGRIFT 0 X 0 0 0 MRS ANDREA VANKOOTEN 0 X 0 0 0 DR JACK VELTKAMP 0 X 0 0 0 MR DALE VENHUIZEN 0 X 0 0 0 MRS PAULA WIGBOLDY 0 X 0 0 0 MRS PAN ZHANG 0 X 0 0 0 DR GAYLEN BYKER 40 X 213738 0 21461 DR CLAUDIA BEVERSLUIS 40 X 131334 0 13412 DR HENRY DEVRIES II 40 X 127761 0 12831 MS SHIRLEY HOOGSTRA 40 X 130722 0 13065 MR KEN ERFFMEYER 40 X 122869 0 13725 MR RUSSELL BLOEM 40 X 117547 0 12350 MR SAMUEL WANNER 40 X 97187 0 13840 MR ROBERT BERKHOF 40 X 109491 0 12381 MR PHILIP BEEZHOLD 40 X 104774 0 14096 1155423 0 127161 9 0 1 0 CREATIVE DINING SERVICES 1 ROYAL PARK DRIVE SUITE 3 ZEELAND MI 49464 FOOD SERVICE 9037436 PRIORITY HEALTH 1231 EAST BELTLINE NE GRAND RAPIDS MI 49525 HEALTH INSURANCE 6430366 AMERICAN EXPRESS TRAVEL RELATED SERVICES SUITE 0001 WESTON FL 33331 CREDIT CARD 3185665 WITTE TRAVEL 3250 28TH STREET SE GRAND RAPIDS MI 49512 TRAVEL 964694 DELTA DENTAL PLAN OF MICHIGAN 16082 COLLECTION CTR DR CHICAGO IL 60693 DENTAL INSURANCE 959439 64 0 0 0 0 2653013 19040661 480352 21693674 TUITION AND FEES 611310 97949616 97949616 0 0 SALES AND SERVICE AUXILLARY 721000 24347152 20892627 1284836 2169689 ANCILLARY ACTIVITIES 611710 4573957 4573957 0 0 0 0 0 0 126870725 1686675 1848907 -162232 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 96097195 0 89265367 0 6831828 0 6831828 0 0 6831828 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 157082902 125265107 1122604 9001517 737157 737157 31555761 31555761 1067291 1067291 0 0 1191595 570817 448183 172595 0 0 0 0 50491685 47162230 1400788 1928667 4061049 3761354 124283 175412 11582898 10667411 423337 492150 3671848 3362684 143460 165704 0 0 0 0 269798 68499 201299 0 138067 0 138067 0 0 0 0 0 0 0 176541 0 176541 0 1651035 1625190 1731 24114 458806 448957 1272 8577 3700557 3275419 136405 288733 820629 759566 28330 32733 0 0 0 0 15675694 15540336 67917 67441 5692051 5448081 70410 173560 0 0 0 0 1837235 1643864 56604 136767 47743 47743 0 0 0 0 0 0 6666120 6611967 25527 28626 117336 54837 62499 0 CAMPUS STORE PURCHASES 1919585 1919585 0 0 CONTRACTED GOODS AND SERVICES 2480771 2480771 0 0 FOOD CONTRACT 7872591 7850904 16336 5351 BOOKS AND PERIODICALS 1254237 1254237 0 0 3387110 3317717 355 69038 158525190 151232378 3523344 3769468 1652731 13668023 0 0 13316266 10242767 3376729 3338514 0 0 0 0 0 0 624483 592571 1775085 2069999 309684877 74895979 235131728 234788898 3653306 29020441 178906233 139100473 7501386 7324376 0 0 1884427 1948479 447822374 442094541 11231689 10527357 0 0 1430026 1687809 96000000 96000000 0 0 0 28035686 35684121 38474689 79457417 175172090 223356704 X 161949695 114009157 28589332 20317968 82111257 84410712 272650284 218737837 447822374 442094541 X -1442288 -52470159 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 12.3 0 0 0 1 0 0 0 0 0 0 X X X X X INSTRUCTIONAL 0 111129657 6402211 -2602474 2343200 2609600 86500 109890094 93973281 5244431 17057745 2414500 2636000 95300 111129657 86887058 4111657 8105366 2405600 2629000 96200 93973281 111254242 3942384 -22886278 2542100 277590 103600 89387058 0.16 0.76 0.08 1 0 2678936 6563286 9242222 13905739 228477511 39255220 203128030 0 0 0 0 198701 57860704 35640759 22418646 0 0 0 0 234788898 GROWTH 69647209 F INTERNATIONAL GROWTH 36142581 F FIXED INCOME 15229561 F HEDGE 4183248 F NATURAL RESOURCES 4570129 F COMMODITIES 1087482 F REAL ESTATE 505459 F SERVICES 1557361 F NATURAL RESOURCES 249998 F INDUSTRY 1165982 F LAND, REAL ESTAE, AND OTHER 3009146 C NOTES RECEIVABLE 1752317 C 139100473 ACCRUED POST RETIREMENT HEALTH BENEFITS 31213580 CONDITIONAL GIFT 500000 TUITION GIFT CERTIFICATES 3794513 ANNUITY CONTRACTS AND TRUST FUNDS HELD FOR OTHERS 6121716 FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 30755745 AMOUNTS HELD FOR STUDENT AND OTHER ORGANIZATIONS 379739 FEDERAL PERKIN LOAN ADVANCES 6692124 79457417 157082902 158525190 -1442288 -11965026 0 0 0 -40505133 -52470159 -53912447 114745879 -11965026 0 0 -32828966 -44793992 159539871 176544 -2633513 -2456969 157082902 125519680 0 0 0 0 0 125519680 176544 32828966 33005510 158525190 SchD_P02_S00_L09 Schedule D, Part II, Line 9 NOT REPORTED DUE TO FACT IS NOT MATERIAL SchD_P03_S00_L01 Schedule D, Part III, Line 1 THERE ARE NO FOOTNOTES IN THE AUDITED FINANCIAL STATEMENTS WHICH SPEAK TO UNRECORDED WORKS OF ART, HISTORICAL TREASURES, OR SIMILAR ASSETS. SchD_P03_S00_L04 Schedule D, Part III, Line 4 THE COLLECTIONS AT CALVIN COLLEGE ARE MADE AVAILABLE TO STUDENTS, FACULTY, RESEARCHERS, AND THE GENERAL PUBLIC TO SUPPORT INSTRUCTION, RESEARCH, AND PUBLIC SERVICE. THE H. HENRY MEETER CENTER FOR CALVIN STUDIES IS A SPECIAL LIBRARY COLLECTION CONSISTING OF 6,000 SECONDARY SOURCES AND 500 16TH CENTURY PRIMARY SOURCES IN BOOK FORM. IN ADDITION TO THE BOOKS, THE CENTER HAS SEVERAL THOUSAND 16TH CENTURY WORKS ON MICROFICHE. THE HEKMAN LIBARAY RARE BOOK COLLECTION CONTAINS ABOUT 5,000 ITEMS FOCUSING ESPECIALLY ON 16TH-18TH CENTURY EUROPEAN HISTORY AND THEOLOGY. HERITAGE HALL HAS 10,000 FEET OF MANUSCRIPT RECORDS WHICH DOCUMENTS THE HISTORY OF THE DUTCH IN NORTH AMERICA SINCE THE 1840'S. THE PERMANENT COLLECTION OF ARTWORK MAINTAINS A COLLECTION OF NEARLY 1,600 WORKS OF ART THAT DATE FROM THE 1500'S TO THE PRESENT. MOST OF THE EARLY WORKS IS OF EUROPEAN ORIGIN, WHILE THE MOST RECENT WORKS ARE PRIMARILY AMERICAN, WITH AN EMPHASIS ON COLLEGE ALUMNI, FACULTY, AND STUDENTS, AS WELL AS REGIONAL ARTISTS. SchD_P05_S00_L04 Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE USED TO CARRY OUT THE MISSION OF THE COLLEGE. THE MAJORITY OF SPENDABLE FUNDS ARE USED FOR FINANCIAL AID. SIGNIFICANT FUNDS ARE ALSO DEDICATED TO THE INSTRUCTIONAL, RESEARCH, AND PUBLC SERVICE EFFORTS OF THE COLLEGE. TO A LESSER DEGREE, ENDOWMENTS ARE ALSO USED TO SUPPORT ACADEMIC SCHOLARSHIP, STUDENT SERVICES, AND THE PHYSICAL PLANT. SchD_P10_S00_L02 Schedule D, Part X, Line 2 ON JULY 1, 2009, THE COLLEGE ADOPTED THE NEW PROVISIONS OF THE INCOME TAX TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNT STANDARDS CODIFICATION (ASC). THESE PROVISIONS CLARIFY THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITION AND PRESCRIBE THE GUIDANCE RELATED TO THE CONSOLIDATED FINANCIAL STATEMENT IN RECOGNITION MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION IS ONLY RECOGNIZED IN THE CONSOLIDATED BALANCE SHEET IF THE TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON AN EXAMINATION, BASED ON THE TECHNICAL MERITS OF THE POSITION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE CONSOLIDATED STATEMENTS OF THE ACTIVITIES. AS OF JUNE 30, 2012, THE COLLEGE HAD NO TAX POSITIONS THAT QUALIFY FOR RECONGITION OR DISCLOSURE IN THE CONSOLIDATED FIANNCIAL STATEMENTS. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 CHANGES IN THE VALUE OF SPLIT INTEREST AGREEMENTS = ($308,632), CHANGE IN VALUE IN INTEREST RATE SWAP AGREEMENTS = ($30,755,745), ADJUSTMENT TO PRIOR SERVICE COST AND ACTUARIAL LIABILITY FOR RETIREE HEALTH = ($9,440,756) SchD_P12_S00_L02d Schedule D, Part XII, Line 2d FINANCIAL AID = ($32,828,966) SchD_P12_S00_L04b Schedule D, Part XII, Line 4b INVESTMENT LOSS RELFECTED AS OPERATING IN AUDITED FINANCIAL STATEMENT = $2,602,209, LONG-TERM INVESTMENT INCOME AND GAINS ALLOCATED FOR OPERATIONS REFLECTED AS NON-OPERATING IN THE AUDITED FINANCIAL STATEMENTS = $5,039,300, PRIVATE GIFTS AND GRANTS RELFECTED AS NON-OPERATING IN THE AUDITED FINANCIAL STATEMENTS ($5,007,996) SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b FINANCIAL AID = ($32,828,966) 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 ADVERTISEMENTS IN LOCAL NEWSPAPERS ANNOUNCING REGISTRATION DATES AND PROGRAM OFFERINGS INCLUDE A SUMMARY STATEMENT OF THE NON-DISCRIMINATION POLICY. 1 Central America and the Caribbean 1 5 Program Services INSTRUCTIONAL 347129 East Asia and the Pacific 0 1 Program Services INSTRUCTIONAL 678466 Europe (including Iceland and Greenland) 0 4 Program Services INSTRUCTIONAL 1959838 Middle East and North Africa 0 0 Program Services INSTRUCTIONAL 141006 North America (including Canada and Mexico, but not the United States) 0 0 Program Services INSTRUCTIONAL 35993 South America 0 0 Program Services INSTRUCTIONAL 219158 South Asia 0 0 Program Services INSTRUCTIONAL 283459 Sub-Saharan Africa 0 1 Program Services INSTRUCTIONAL 418094 1 11 4083143 East Asia and the Pacific WORSHIP GRANT 22759 WIRE TRANSFER North America (including Canada and Mexico, but not the United States) WORSHIP GRANT 14225 CHECK South Asia WORSHIP GRANT 25910 WIRE TRANSFER 4 0 INSTITUIONAL ACADEMIC AID Central America and the Caribbean 31 127698 CHARGES AGAINST BALANCE OWED INSTITUTIONAL ACADEMIC AID East Asia and the Pacific 28 127045 CHARGES AGAINST OWED BALANCE INSTITUTIONAL ACADEMIC AID Europe (including Iceland and Greenland) 145 581489 CHARGES AGAINST OWED BALANCE INSTITUTIONAL ACADEMIC AID Middle East and North Africa 4 9765 CHARGES AGAINST OWED BALANCE INSTITUTIONAL ACADEMIC AID South America 18 73855 CHARGES AGAINST OWED BALANCE INSTITUTIONAL ACADEMIC AID South Asia 1 500 CHARGES AGAINST OWED BALANCE INSTITUTIONAL ACADEMIC AID Sub-Saharan Africa 20 84045 CHARGES AGAINST OWED BALANCE 0 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 METHOD 1: THE METHODS USED TO MONITOR FUNDS INCORPORATE THE FOLLOWING CORE CONCEPTS: A) EXPECTATIONS ARE DOCUMENTED, B) A BUDGET IS ESTABLISHED, C) WRITTEN REPORTS ARE REQUIRED, D) THE COLLEGE BUDGET OFFICER REVIEWS REPORTS AND MONITORS THE RELATED BUDGET, E) THE COLLEGE BUDGET OFFICER CONTACTS OVERSEAS ORGANIZATIONS TO VERIFY THAT THE RECIPIENT IS ENGAGED AS PLANNED. METHOD 2: IN CASE OF STUDENT FINANCIAL AID, ACADEMIC PROGRESS IS MONTIORED. 1 All Saints Catholic Church 22824 2nd Street Hayward CA 94541 941156729 501(c)(3) 6000 Worship Renewal Archdiocese of Galveston Houston Office of Worship 2403 Holcombe Blvd Houston TX 77021 746018777 501(c)(3) 7500 Worship Renewal Archdiocese of Los Angeles 3424 Wilshire Blvd Los Angeles CA 90010 530196617 501(c)(3) 7500 Worship Renewal Beneficent Congregational Church 300 Weybosset Street Providence RI 02903 050258894 501(c)(3) 5800 Worship Renewal Big Springs Christian Reformed Church 7220 County Hwy A-12 Montague CA 96064 311206292 501(c)(3) 5125 Worship Renewal Calvary Evangelical Lutheran Church of Minneapolis 3901 Chicago Ave S Minneapolis MN 55407 410705762 501(c)(3) 5350 Worship Renewal Calvary Presbyterian Church 4495 Magnolia Ave Riverside CA 92501 951682320 501(c)(3) 5850 Worship Renewal Candler School of Theology Emory University 1531 Dickey Drive Atlanta GA 30322 580566256 501(c)(3) 7975 Worship Renewal Cathedral Church of St Paul 138 Tremont Street Boston MA 02111 043544246 501(c)(3) 5388 Worship Renewal Central Presbyterian Church 201 Washington Street SW Atlanta GA 30303 580566154 501(c)(3) 5048 Worship Renewal Christian Theological Seminary 1000 W 42nd Street Indianopolis IN 462080267 351045939 501(c)(3) 7175 Worship Renewal Christians in the Visual Arts 255 Grapevine Road Wenham MA 019841813 382391068 501(c)(3) 7475 Worship Renewal Ebenezer UMC 2001 NW 35th Street Miami FL 331425425 591174326 501(c)(3) 6350 Worship Renewal Federation of Diocesan of Liturgical Commissions 415 Michigan Ave NE Suite 70 Washington DC 20017 530196617 501(c)(3) 7500 Worship Renewal First African Presbyterian Church 5197 Salem Road Lithonia GA 30038 582053899 501(c)(3) 5025 Worship Renewal First Baptist Church of Riverdale Georgia 6805 Church Street Riverdale GA 30274 581285552 501(c)(3) 7500 Worship Renewal First Christian Reformed Church PO Box 321 Pella IA 50219 420808593 501(c)(3) 6100 Worship Renewal First Presbyterian Church PO Box 264 Clinton OK 73601 731031607 501(c)(3) 5675 Worship Renewal First Presbyterian Church of Sterling PO Box 441 Sterling IL 610810441 362344428 501(c)(3) 5160 Worship Renewal Granite Springs Church 1170 East Joiner Parkway Lincoln CA 95648 680258582 501(c)(3) 5988 Worship Renewal Holy Trinity Lutheran Church 1218 W Addison Street Chicago IL 60613 366008789 501(c)(3) 5975 Worship Renewal Institute for Prison Ministries Wheaton College Wheaton College 500 College Ave Wheaton IL 60187 362982217 501(c)(3) 5050 Worship Renewal Lasalle Street Church 1111 Wells Street Suite 500 Chicago IL 60610 362601051 501(c)(3) 6000 Worship Renewal Madison Square Christian Reformed Church 1434 Madison Ave SE Grand Rapids MI 49507 237081131 501(c)(3) 6155 Worship Renewal Mayfield Central Presbyterian Church 22 N Main Street PO Box 432 Mayfield NY 12117 146022419 501(c)(3) 5850 Worship Renewal Missouri Mid-South Conference 483 E Lockwood Ave Suite 15 St Louis MO 63119 341927041 501(c)(3) 6350 Worship Renewal Nashotah House Theological Seminary 2777 Mission Road Nashotah WI 53058 390806195 501(c)(3) 5500 Worship Renewal New City Fellowship 3502 Grace Ave St Louis MO 63116 431613716 501(c)(3) 6000 Worship Renewal North American Association for Catechumenate 67-207 Khahone Loop A Waialua HI 96791 352021215 501(c)(3) 7500 Worship Renewal Notre Dame Ctr for Liturgy Institute for Church Life 366 Geddes Hall Notre Dame IN 46556 350868188 501(c)(3) 5784 Worship Renewal Old Mission San Luis Rey 4050 Mission Ave Oceanside CA 92057 952252971 501(c)(3) 7250 Worship Renewal Pine Ridge Retreat Center PO Box 862 Pine Ridge SD 57770 363512774 501(c)(3) 6821 Worship Renewal Princeton Christian Reformed Church 5330 Kalamazoo Ave SE Kentwood MI 49508 381798860 501(c)(3) 5270 Worship Renewal Rainbow Park Baptist Church 2941 Columnbia Drive Decatur GA 30034 580639810 501(c)(3) 5215 Worship Renewal St Andrews Episcopal Church 262 Shelton Ave New Haven CT 06511 061484848 501(c)(3) 6000 Worship Renewal St John's United Church of Christ 733 Central Ave Dunkirk NY 14048 160791042 501(c)(3) 6000 Worship Renewal Third Presbyterian Church 500 Forest Ave Richmond VA 23229 540568300 501(c)(3) 5925 Worship Renewal Trinity Lutheran Church 1000 W Main Street Landsdale PA 19446 231409688 501(c)(3) 5060 Worship Renewal Wake Forest University Divinity School Box 7719 Reynalda Station Winston Salem NC 27109 560532138 501(c)(3) 5500 Worship Renewal Westminster College 501 Westminster Ave Fulton MO 65251 430652617 501(c)(3) 5018 Worship Renewal Fuller Theological Seminar 135 N Oakland Ave Pasadena CA 91101 951699394 501(c)(3) 9757 Worship Renewal Baylor University 1 Bear Place Waco TX 76798 741159753 501(c)(3) 106000 Worship Grant Cornell University 377 Pine Tree Rd Ithaca NY 14850 150532082 501(c)(3) 30000 Worship Grant Hope College 100 E 8th Street Holland MI 49422 381381271 501(c)(3) 100000 Worship Grant University of Notre Dame 731 Grace Hall Notre Dame IN 46556 350868188 501(c)(3) 231640 Worship Grant Georgetown University 37th and O Sts NW Washington DC 20007 530196603 501(c)(3) 16055 Worship Grant 46 0 INSTITUTIONAL ACADEMIC AND NEED BASED 3801 31555761 0 FINANCIAL AID MADE AVAILABLE TO STUDENTS AS ASSISTANCE TO PURSUE ACADEMIC STUDIES SchI_P01_S00_L02 Schedule I, Part I, Line 2 THE METHODS USED TO MONITOR FUNDS INCORPORATE THE FOLLOWING CORE CONCEPTS: A) EXCEPTATIONS ARE DOCUMENTED, B) A BUDGET IS ESTABLISHED, C) WRITTEN REPORTS ARE REQUIRED, D) THE COLLEGE BUDGET OFFICER REVIEWS REPORTS AND MONITORS THE RELATED BUDGET, E) THE COLLEGE BUDGET OFFICER CONTACTS OTHER PARTIES TO VERIFY THAT THE RECIPIENT IS ENGAGED AS PLANNED. METHOD 2: IN THE CASE OF STUDENT FINANCIAL AID, ACADEMIC PROGRESS IS MONITORED. X X X X X 0 0 0 0 0 0 0 0 0 DR GAYLEN BYKER 213738 0 0 0 0 0 21461 0 9265 0 244464 0 0 DR HENRY DEVRIES II 127761 0 0 0 0 0 12831 0 26566 0 167158 0 0 0 MS SHIRLEY HOOGSTRA 130722 0 0 0 0 0 12190 0 32915 0 175827 0 0 0 MR KEN ERFFMEYER 122869 0 0 0 0 0 12100 0 37626 0 172595 0 0 0 MICHIGAN HIGHER EDUCATION FACILITIES 521285150 594519K74 2007-09-06 39000000 RETIREE MHEFA 1998 AND ADVANCE REFUND MHEFA 2000 0 0 0 MICHIGAN HIGHER EDUCATION FACILITIES 521285150 594519K82 2007-09-06 57000000 CONSTRUCT FIELDHOUSE, RESIDENCE HALL, AND ATRIUM 0 0 0 MICHIGAN FINANCE AUTHORITY 800596186 None00000 2012-06-18 39000000 SEE PART VI 0 0 0 MICHIGAN FINANCE AUTHORITY 800596186 None00000 2012-06-18 57000000 SEE PART VI 0 0 0 0 0 39000000 0 0 0 108207 0 0 0 38891793 0 2007 0 1 1 1 0 0 57000000 0 0 0 219318 0 0 56780682 0 0 2009 0 0 1 1 0 0 39000000 0 0 39000000 0 0 0 0 0 0 2012 1 0 0 1 0 0 57000000 0 0 57000000 0 0 0 0 0 0 2012 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 X 2 0 0 X 0 0 X 27 459735 MEAN MARKET VALUE X 3 0 0 X 14 0 0 X EQUIPMENT 3 1800 COST/MARKET VALUE X SUPPLIES 45 18817 COST 0 0 1 0 SchM_P01_S00_L33 Schedule M, Part I, Line 33 THE COLLEGE DOES NOT CAPITALIZE COLLECTIONS, INCLUDING ART WORK AND COLLECTIBLES AS ELECTED UNDER SFAS 116 AND THEREFORE, NO REVENUE IS REPORTED IN COLUMN (C) OF LINES 1, 4, AND 18. THE DOLLAR VALUE OF CERTAIN ITEMS IS BELOW THE COLLEGE'S REVENUE RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENTS AND THEREFORE, NO REVENUE IS REPORTED IN COLUMN (C) OF LINE 19. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A COPY OF THE IRS FORM 990 AND RELATED ATTACHMENTS ARE SENT TO EACH MEMBER OF THE AUDIT COMMITTEE FOR REVIEW, COMMENT, AND REVISION PRIOR TO ELECTRONIC FILING. THE REVIEW IS RATIFIED AT THE NEXT AUDIT COMMITTEE MEETING AND REPORTED TO THE FULL BOARD. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c SIGNED DOCUMENTS ARE REVIEWED BY THE VICE PRESIDENT OF ADMINISTRATION, FINANCE, AND INFORMATION SERVICES ON AN ANNUAL BASIS. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 THE BOARD OF TRUSTEES ANNUALLY APPOINTS A COMMITTEE TO REVIEW THE PRESIDENT'S SALARY BY COMPARISON TO A SET OF 25 PEER INSTITUTIONS. THIS COMMITTEE THEN MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR IMPLEMENTATION. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 AVAILABLE UPON REQUEST. F990_P11_S00_L05 Form 990, Part XI, Line 5 UNREALIZED INVESTMENT LOSS = -$11,965,026. ADJUSTMENT TO PRIOR SERVICE COST AND ACTUARIAL LIABILITY FOR RETIREE HEALTH PLAN = -$9,440,756. CHANGES IN THE VALUE OF ITNERST RATE SWAP AGREEMENTS = -$30,755,745. CHANGES IN THE VALUE OF SPLIT INTEREST AGREEMENTS = -$308,632. COACH HOMES IN THE WOODS LLC 3201 BURTON STREET SE GRAND RAPIDS MI 495464301 760811945 RESIDENTIAL APARTMENTS MI 1181403 6486757 N/A WEYHILL PROPERTIES LLC 3201 BURTON STREET SE GRAND RAPIDS MI 495464301 260410324 CLASS A COMMERCIAL OFFICES MI 988286 8254003 N/A