EARLHAM COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EARLHAM COLLEGE (EIN 35-0868073)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349306176
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:20:48-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | 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 | 350868073 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARLHAM COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SENA K LANDEY | InCareOfName |
| Name Control | EARL | NameControl |
| Phone | 7659831200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NATIONAL ROAD WEST | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SENA K LANDEY | Name |
| Title | VP FINANCE & OPERATIONS | Title |
| Phone | 7659831200 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173834000 | 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 | JOHN DAVID DAWSON PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NATIONAL ROAD WEST | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 97785516 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EARLHAM.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1881 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE THE HIGHEST QUALITY UNDERGRADUATE EDUCATION IN THE LIBERAL ARTS, INCLUDING THE SCIENCES, SHAPED BY THE DISTINCTIVE PERSPECTIVES OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1525 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | -849569 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -849569 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15540408 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21939110 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 53503074 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 52792146 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4468319 | InvestmentIncomePriorYear |
| Investment Income Current Year | -4063364 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 73511801 | TotalRevenuePriorYear |
| Total Revenue Current Year | 70667892 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 24212792 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 23963378 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25341958 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26123386 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 50474 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1545882 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23203978 | OtherExpensePriorYear |
| Other Expenses Current Year | 22588813 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 72809202 | TotalExpensesPriorYear |
| Total Expenses Current Year | 72675577 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 702599 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2007685 | RevenuesLessExpensesCY |
| Total Assets BOY | 229346897 | TotalAssetsBOY |
| Total Assets EOY | 232284419 | TotalAssetsEOY |
| Total Liabilities BOY | 39832169 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38063727 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 189514728 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 194220692 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF EARLHAM COLLEGE, AN INDEPENDENT, RESIDENTIAL COLLEGE, IS TO PROVIDE THE HIGHEST QUALITY UNDERGRADUATE EDUCATION IN THE LIBERAL ARTS, INCLUDING THE SCIENCES, SHAPED BY THE DISTINCTIVE PERSPECTIVES OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). THE COLLEGE PROVIDES EXTENSIVE OPPORTUNITIES FOR STUDENTS AND FACULTY TO LEARN FROM EACH OTHER IN A COOPERATIVE COMMUNITY, AN IMPORTANT ASPECT OF WHICH IS COLLABORATIVE STUDENT/FACULTY RESEARCH. AT EARLHAM COLLEGE EDUCATION IS CARRIED ON WITH A CONCERN FOR THE WORLD IN WHICH WE LIVE AND FOR IMPROVING HUMAN SOCIETY. THEREFORE EARLHAM STRESSES GLOBAL EDUCATION, PEACEFUL RESOLUTION OF CONFLICT, EQUALITY OF PERSONS, AND HIGH MORAL STANDARDS OF PERSONAL CONDUCT. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 60901756 | Expense |
| Grants | 23630382 | Grants |
| Revenue | 52216182 | Revenue |
| Description | EARLHAM COLLEGE - PROVIDING HIGH QUALITY LIBERAL ARTS EDUCATION FOR APPROXIMATELY 1,200 UNDERGRADUATES AND 50 GRADUATE STUDENTS. SERVING THE LOCAL COMMUNITY THROUGH ARTS, MUSIC, AND CULTURAL EVENTS OPEN TO THE PUBLIC. STUDENTS VOLUNTEER WITH MANY COMMUNITY SERVICE ORGANIZATIONS. APPROXIMATELY 2,500 PEOPLE IN THE LOCAL COMMUNITY ARE SERVED IN THIS WAY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1399017 | Expense |
| Grants | 332996 | Grants |
| Revenue | 575964 | Revenue |
| Description | EARLHAM SCHOOL OF RELIGION - PROVIDING SEMINARY TRAINING FOR APPROXIMATELY 100 STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 62300773 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | true | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 1495 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1525 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | AU | NameOfForeignCountry |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | MX | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | JO | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SENA K LANDEY | NamePerson |
| Telephone Number | 7659831200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NATIONAL ROAD WEST | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | OfficerOfficer | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DEBORAH HULL | ||||||||
| CHAIR | 4.0 | X | 0 | 0 | ||||
| JOHN YOUNG | ||||||||
| VICE CHAIR | 2.0 | X | 0 | 0 | ||||
| RAYMOND ONTKO | ||||||||
| SECRETARY | 2.0 | X | 0 | 0 | X | |||
| JOHN DAVID DAWSON | ||||||||
| PRESIDENT (7/1/2011-6/30/2012) | 50.0 | X | 147037 | 0 | X | 44168 | ||
| LAVONA BANE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DANIEL CARTER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| GERRY COOPER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| TOM FARQUHAR | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| BARBARA GOTTSCHALK | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DELLA STANLEY GREEN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DIANA HADLEY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| PEGGY HOLLINGSWORTH | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JOHN LOOSE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| FRED MCCLURE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DAVID MATTHEWS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| STEVE MILLS | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| KAREN REED | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| SARA JANE RYAN | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| JOHN SCARLETT | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| MARION SHORE | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| DAVID STUMP | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| THOMAS THORNBURG | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| CATHERINE TINSLEY | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| PENNY SITLER | ||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | ||||
| GREGORY MAHLER | ||||||||
| VP OF ACADEMIC AFFAIRS | 50.0 | 155793 | 0 | X | 42712 | |||
| SENA LANDEY | ||||||||
| VP - FINANCE&OPERATS/TREASURER | 50.0 | 55656 | 0 | X | 15661 | |||
| JAMES MCKEY | ||||||||
| VP FOR ADVANCEMENT | 50.0 | 166045 | 0 | X | 27159 | |||
| NELSON BINGHAM | ||||||||
| PROVOST | 50.0 | 122201 | 0 | X | 24899 | |||
| AVIS STEWART | ||||||||
| VP FOR COMMUNITY RELATIONS | 50.0 | 110462 | 0 | X | 21673 | |||
| JAY MARSHALL | ||||||||
| VP AND DEAN OF ESR | 50.0 | 133340 | 0 | X | 24631 | |||
| NANCY SINEX | ||||||||
| VP-DEAN OF ADMISSIONS/FIN AID | 50.0 | 97833 | 0 | X | 11413 | |||
| CHERYL PRESLEY | ||||||||
| VP & DEAN OF STUDENT DEVELOPM | 50.0 | 148125 | 0 | X | 12926 | |||
| DOUGLAS BENNETT | ||||||||
| FORMER PRESIDENT (1/11-6/11) | 50.0 | 199991 | 0 | X | 46377 | |||
| RICHARD SMITH | ||||||||
| INVESTMENT DIRECTOR | 10.0 | 157011 | 0 | 41343 | X | |||
| SCOTT SILVERMAN | ||||||||
| LIB DIRECTOR & COORD. INFO SER | 50.0 | 120156 | 0 | 45872 | X | |||
| STEPHEN HEINY | ||||||||
| PROFESSOR OF CLASSICS | 50.0 | 102176 | 0 | 21945 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1715826 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 380779 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HOLABIRD ROOT LLC | |||||
| 140 S DEARBORN | CHICAGO | IL | 60603 | ARCHITECT | 632445 |
| BKD LLP | |||||
| 201 N ILLINOIS STREET | INDIANAPOLIS | IN | 46204 | AUDIT/ACCOUNTING | 176541 |
| BOORA ARCHITECTS INC | |||||
| 720 SW WASHINGTON SUITE 800 | PORTLAND | OR | 97205 | ARCHITECT | 802033 |
| PRIME BUCHHOLZ ASSOCIATES INC | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT ADVISORY | 165188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 12832847 | RelatedOrganizations |
| Government Grants | 666319 | GovernmentGrants |
| All Other Contributions | 8439944 | AllOtherContributions |
| Noncash Contributions | 988527 | NoncashContributions |
| Total Contributions | 21939110 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 42982924 | 42982924 |
| AUXILIARY INCOME | 611710 | 8473469 | 8473469 |
| OTHER INCOME | 900003 | 1335753 | 1335753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 52792146 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1285383 | TotalRevenueColumn |
| Unrelated Business Revenue | -849569 | UnrelatedBusinessRevenue |
| Exclusion | $2,134,952 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21768877 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27117624 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5348747 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5348747 | TotalRevenueColumn |
| Exclusion | -$5,348,747 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70667892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52792146 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -849569 | UnrelatedBusinessRevenue |
| Exclusion | -$3,213,795 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23963378 | Total |
| Program Services | 23963378 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1910982 | Total |
| Program Services | 610418 | ProgramServices |
| Management And General | 1071165 | ManagementAndGeneral |
| Fundraising | 229399 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17422196 | Total |
| Program Services | 13521920 | ProgramServices |
| Management And General | 3177270 | ManagementAndGeneral |
| Fundraising | 723006 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1229791 | Total |
| Program Services | 924438 | ProgramServices |
| Management And General | 236071 | ManagementAndGeneral |
| Fundraising | 69282 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4390268 | Total |
| Program Services | 3151113 | ProgramServices |
| Management And General | 1093914 | ManagementAndGeneral |
| Fundraising | 145241 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170149 | Total |
| Program Services | 920242 | ProgramServices |
| Management And General | 203694 | ManagementAndGeneral |
| Fundraising | 46213 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107201 | Total |
| Program Services | 2720 | ProgramServices |
| Management And General | 104481 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176541 | Total |
| Management And General | 176541 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246531 | Total |
| Management And General | 246531 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2729567 | Total |
| Program Services | 2218990 | ProgramServices |
| Management And General | 472421 | ManagementAndGeneral |
| Fundraising | 38156 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99740 | Total |
| Program Services | 60745 | ProgramServices |
| Management And General | 38995 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2653526 | Total |
| Program Services | 2014289 | ProgramServices |
| Management And General | 522063 | ManagementAndGeneral |
| Fundraising | 117174 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514026 | Total |
| Program Services | 196160 | ProgramServices |
| Management And General | 317785 | ManagementAndGeneral |
| Fundraising | 81 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3216261 | Total |
| Program Services | 3167421 | ProgramServices |
| Management And General | 44100 | ManagementAndGeneral |
| Fundraising | 4740 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1289355 | Total |
| Program Services | 1027216 | ProgramServices |
| Management And General | 190438 | ManagementAndGeneral |
| Fundraising | 71701 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187664 | Total |
| Program Services | 156111 | ProgramServices |
| Management And General | 24756 | ManagementAndGeneral |
| Fundraising | 6797 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1141252 | Total |
| Program Services | 1138170 | ProgramServices |
| Management And General | 3082 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2802804 | Total |
| Program Services | 2603614 | ProgramServices |
| Management And General | 168638 | ManagementAndGeneral |
| Fundraising | 30552 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376228 | Total |
| Program Services | 136579 | ProgramServices |
| Management And General | 239649 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEALS | 3115707 | 2859711 | 239459 | 16537 |
| FOREIGN STUDY | 2126954 | 2124739 | 2215 | |
| LIBRARY PURCHASES | 540650 | 540650 | ||
| COST OF GOODS SOLD | 332216 | 332216 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 932590 | Total |
| Program Services | 629933 | ProgramServices |
| Management And General | 255654 | ManagementAndGeneral |
| Fundraising | 47003 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72675577 | Total |
| Program Services | 62300773 | ProgramServices |
| Management And General | 8828922 | ManagementAndGeneral |
| Fundraising | 1545882 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33060 | BOY |
| EOY | 33060 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8214150 | BOY |
| EOY | 12663148 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2728814 | BOY |
| EOY | 2226047 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1231025 | BOY |
| EOY | 1529002 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118501 | BOY |
| EOY | 165116 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421619 | BOY |
| EOY | 565811 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 133227927 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 50368917 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81564047 | BOY |
| EOY | 82859010 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54708607 | BOY |
| EOY | 45242426 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75128836 | BOY |
| EOY | 81956033 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4380308 | BOY |
| EOY | 4257918 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817930 | BOY |
| EOY | 786848 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229346897 | BOY |
| EOY | 232284419 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2132706 | BOY |
| EOY | 2536747 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29362034 | BOY |
| EOY | 27211848 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8337429 | BOY |
| EOY | 8315132 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39832169 | BOY |
| EOY | 38063727 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45192507 | BOY |
| EOY | 46188551 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125739529 | BOY |
| EOY | 129674817 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18582692 | BOY |
| EOY | 18357324 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189514728 | BOY |
| EOY | 194220692 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229346897 | BOY |
| EOY | 232284419 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2007685 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 6713649 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117265491 | BeginningOfYearBalance |
| Contributions | 505382 | Contributions |
| Investment Earnings Or Losses | 3021460 | InvestmentEarningsOrLosses |
| Administrative Expenses | 246531 | AdministrativeExpenses |
| End Of Year Balance | 120545802 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 100667729 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 19398402 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2563809 | GrantsOrScholarships |
| Administrative Expenses | 236831 | AdministrativeExpenses |
| End Of Year Balance | 117265491 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 90271905 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 12202423 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1806599 | GrantsOrScholarships |
| End Of Year Balance | 100667729 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 123449694 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -31411379 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1766410 | GrantsOrScholarships |
| End Of Year Balance | 90271905 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13609 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.23761 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.62631 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2609155 | OtherCostOrOtherBasis |
| Book Value | 2609155 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110096137 | OtherCostOrOtherBasis |
| Depreciation | 36077172 | Depreciation |
| Book Value | 74018965 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15921140 | OtherCostOrOtherBasis |
| Depreciation | 14291745 | Depreciation |
| Book Value | 1629395 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4601495 | OtherCostOrOtherBasis |
| Book Value | 4601495 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 82859010 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 81956033 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 81956033 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $511,397 |
| AMOUNTS HELD FOR OTHERS | $525,050 |
| INSURANCE RESERVE | $510,000 |
| ANNUITIES PAYABLE | $2,491,236 |
| ADVANCES FOR STUDENT LOANS | $4,137,949 |
| NOTES PAYABLE | $139,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8315132 | TotalOfAmounts |
| Total Revenue | 70667892 | TotalRevenue |
| Total Expenses | 72675577 | TotalExpenses |
| Excess Or Deficit For Year | -2007685 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6959454 | NetUnrealizedGLOnInvestments |
| Other | -$245,805 | OtherAmount |
| Total Adjustments | 6713649 | TotalAdjustments |
| Excess Or Deficit Per FS | 4705964 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 41236211 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6959454 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 6959454 | RevenueNotRptdF990 |
| Revenue Subtotal | 34276757 | RevenueSubtotal |
| Investment Expenses Not Included | 246531 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 36144604 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 36391135 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 70667892 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48841953 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 245805 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 245805 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48596148 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 246531 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 23832898 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 24079429 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 72675577 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | EARLHAM'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE COLLEGE. IN ADDITION TO THE $120,545,802 IN ENDOWED FUNDS REPORTED HERE, A RELATED PARTY, EARLHAM FOUNDATION, HOLDS $205,962,790 IN ENDOWED FUNDS FOR THE BENEFIT OF EARLHAM COLLEGE. THE CONSOLIDATED ENDOWMENT BALANCE IS $326,508,592. EARLHAM COLLEGE AND THE EARLHAM FOUNDATION PAID OUT A TOTAL OF $12,327,465 IN SCHOLARSHIPS AND GRANTS. |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER ADJUSTMENTS TO NET ASSETS | SCHEDULE D, PART XI, LINE 8 | BAD DEBTS BOOK TO TAX ADJUSTMENTS $ (245,805) |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 4B | EARLHAM FOUNDATION LOSS $ 12,311,706 SCHOLARSHIPS & GRANTS 23,832,898 TOTAL $ 36,144,604 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 2E | BAD DEBTS BOOK TO TAX ADJUSTMENTS $ 245,805 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 4B | SCHOLARSHIPS & GRANTS $ 23,832,898 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PUBLICATION OF THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY | SCHEDULE E, LINE 3 | EARLHAM DOES NOT ACTIVELY SOLICIT STUDENTS VIA NEWSPAPER OR BROADCAST MEDIA. IN ITS CATALOG AND OTHER GENERAL WRITTEN COMMUNICATION AVAILABLE TO THE GENERAL PUBLIC, IT PUBLICIZES ITS RACIALLY NON-DISCRIMINATORY POLICY. BEING A QUAKER INSTITUTION, EARLHAM COLLEGE HAS HAD A LONG HISTORY OF NONDISCRIMINATION. THIS FACT IS WELL KNOWN IN THE GENERAL COMMUNITY IT SERVES. |
| FINANCIAL AID OR ASSISTANCE RECEIVED FROM A GOVERNMENTAL AGENCY | SCHEDULE E, LINE 6A | EARLHAM PARTICIPATES IN THE FEDERAL TITLE IV FINANCIAL AID PROGRAM FOR ITS STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|---|
| Central America and the Caribbean | Program Services | STUDY ABROAD PROGRAM | 78966 | ||
| East Asia and the Pacific | Program Services | STUDY ABROAD PROGRAM | 441167 | ||
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD PROGRAM | 895857 | ||
| Middle East and North Africa | Program Services | STUDY ABROAD PROGRAM | 5243 | ||
| North America | Program Services | STUDY ABROAD PROGRAM | 28686 | 1 | 2 |
| South America | Program Services | STUDY ABROAD PROGRAM | 73681 | ||
| Sub-Saharan Africa | Program Services | STUDY ABROAD PROGRAM | 144842 | ||
| Central America and the Caribbean | Investments | 36841519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 38509961 | SubtotalAmountSpent |
| Total Amount Spent | 38509961 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTISDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE F, LINE 2 | ReturnReference |
| Explanation | EARLHAM LEADS MANY STUDY ABROAD PROGRAMS FOR ITS STUDENTS EACH YEAR. THESE PROGRAMS RANGE IN DURATION FROM 2 WEEKS TO 6 MONTHS LONG. WE TRACK ALL DIRECT EXPENSES FOR THESE PROGRAMS SEPARATELY. THE EXPENDITURES REFLECTED ON LINE 3 INCLUDE TRAVEL, MEALS, LODGING, CULTURAL EVENTS, AND SALARIES FOR FULL-TIME EARLHAM PROFESSORS WHO LEAD THE PROGRAMS. IN ADDITION, EARLHAM OWNS A HOUSE IN MEXICO TO LODGE OUR STUDENTS WHO ARE STUDYING THERE. THE EXPENDITURES FOR MAINTAINING THIS HOUSE WERE $18,178 FOR THE YEAR AND ARE INCLUDED IN THE NORTH AMERICAN REGION EXPENDITURES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND FINANCIAL AID AWARDS | TypeOfGrant |
| Number Of Recipients | 830 | NumberOfRecipients |
| Amount Of Cash Grant | 23963378 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING GRANTS OR ASSISTANCE | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE ONLY GRANTS OR ASSISTANCE AWARDED ARE SCHOLARSHIPS AND FINANCIAL AID AWARDS. THESE FUNDS ARE DISBURSED BY THE COLLEGE'S FINANCIAL AID DEPARTMENT IN STRICT ADHERENCE TO ALL FEDERAL AND STATE REGULATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | true | InitialContractException |
| Rebuttable Presumption Procedure | true | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|
| JOHN DAVID DAWSON | |||||||
| 146712 | 0 | 0 | 325 | 0 | 44168 | 191205 | 0 |
| GREGORY MAHLER | |||||||
| 155793 | 0 | 17020 | 25692 | 198505 | 0 | ||
| JAMES MCKEY | |||||||
| 161306 | 0 | 4739 | 16800 | 10359 | 193204 | 0 | |
| JAY MARSHALL | |||||||
| 133340 | 0 | 13980 | 10651 | 157971 | 0 | ||
| CHERYL PRESLEY | |||||||
| 148125 | 0 | 7613 | 5313 | 161051 | 0 | ||
| DOUGLAS BENNETT | |||||||
| 191544 | 0 | 8447 | 14050 | 32327 | 246368 | 0 | |
| RICHARD SMITH | |||||||
| 157011 | 0 | 17210 | 24133 | 198354 | 0 | ||
| SCOTT SILVERMAN | |||||||
| 120156 | 0 | 6368 | 39504 | 166028 | 0 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER BENEFITS | SCHEDULE J, PART I, LINE 1A | EARLHAM COLLEGE PROVIDES A RESIDENCE WITH HOUSEKEEPING SERVICES FOR PERSONAL USE TO JOHN DAVID DAWSON, THE COLLEGE'S PRESIDENT. THE RESIDENCE IS NOT INCLUDED IN TAXABLE COMPENSATION. THE ANNUAL VALUE OF THE PRESIDENT'S HOUSING IS $13,000. THE RESIDENCE IS FURNISHED FOR THE CONVENIENCE OF EARLHAM COLLEGE, THE PRESIDENT WAS REQUIRED TO LIVE IN THE RESIDENCE AS A CONDITION OF HIS EMPLOYMENT, AND HIS RESIDENCE IS CONTIGUOUS TO EARLHAM'S CAMPUS. |
| AMOUNTS PAID OR ACCRUED PURSUANT TO A CONTRACT | SCHEDULE J, PART I, LINE 8 | JOHN DAVID DAWSON ENTERED INTO AN INITIAL CONTRACT ON JULY 1, 2012 WITH THE COLLEGE. THE CONTRACT SETS HIS SALARY BASE AT $300,000 FOR THE YEAR. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| IN EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521698917 | 455048Y77 | 2004-08-06 | 9036370 | FINANCE REFUNDING | false | false | false |
| IN EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 521698917 | 4550482A5 | 2004-08-06 | 8025000 | CONSTRUCTION/RENOVATION/EXPANSION | false | false | false |
| IN HEATH & EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 351611409 | 454795CT0 | 2007-06-28 | 15661682 | CONSTRUCTION/RENOVATION/EXPANSION | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 9313701 | 0 | 0 | 0 | 80150 | 0 | 0 | 5247148 | 17736 | 128071 | 2007 | true | false | true | true |
| 0 | 0 | 8115043 | 0 | 0 | 0 | 64044 | 0 | 0 | 8047322 | 3675 | 2 | 2006 | false | false | true | true |
| 0 | 0 | 16138043 | 0 | 0 | 2448000 | 148607 | 0 | 0 | 13536071 | 0 | 5366 | 2010 | false | true | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 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 |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00000 | 0.01100 | 0.01100 | true |
| false | false | false | false | 0.00000 | 0.01100 | 0.01100 | true |
| false | false | false | false | 0.02540 | 0.00000 | 0.02540 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| false | false | false | false | 0 | false | false |
| 0 | ||||||
| false | true | false | false | 0 | false | false |
| 0 | ||||||
| false | false | false | false | 0 | false | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEEDS IN REFUNDING OR DEFEASANCE ESCROWS | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | SCHEDULE K, PART II, LINE 6 THE AMOUNT REPORTED ON PART II, LINE 6 IS THE AMOUNT DEPOSITED IN THE ESCROW FUND PLUS THE EARNINGS THROUGH THE REFUNDING DATE. THE BALANCE AT THE END OF THE 12 MONTH REPORTING PERIOD IS ZERO. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 988527 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY WHO SELLS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, LINE 32A | ReturnReference |
| Explanation | EARLHAM COLLEGE USES MERRILL LYNCH AS ITS STOCK BROKER TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NONCASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBERS AND/OR STOCKHOLDERS WHO ELECT THE GOVERNING BODY | FORM 990, PART VI, LINE 7A | WESTERN YEARLY MEETING OF FRIENDS APPOINTS SIX TRUSTEES TO THE EARLHAM BOARD. THE EARLHAM ALUMNI ASSOCIATION ELECTS FOUR TRUSTEES. THIRTEEN TRUSTEES ARE NOMINATED BY THE EARLHAM BOARD OF TRUSTEES AND APPROVED BY WESTERN YEARLY MEETING. THE PRESIDENT SERVES EX OFFICIO. |
| PROCESS TO REVIEW FORM 990 | FORM 990, PART VI, LINE 11B | A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE FULL GOVERNING BODY PRIOR TO ITS FILING. IN ADDITION, MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD REVIEWED THE DRAFT FORM 990 IN DETAIL WITH A PARTNER OF OUR CPA FIRM PRIOR TO ITS FILING. |
| MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | EARLHAM'S CONFLICT OF INTEREST POLICY REQUIRES THAT OFFICERS, TRUSTEES, AND KEY EMPLOYEES DISCLOSE ANY SITUATIONS THAT MAY RESULT IN A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST. QUESTIONNAIRES MUST BE COMPLETED ANNUALLY BUT UPDATED SOONER IF A PERSON'S SITUATION CHANGES. DISCLOSURES ARE SUMMARIZED AND REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. IF A TRUSTEE HAS A CONFLICT, THEY WILL NOT PARTICIPATE IN THE DECISION-MAKING PROCESS. |
| PROCESS TO DETERMINE CEO, OFFICER, AND KEY EMPLOYEE COMPENSATION | FORM 990, PART VI, LINES 15A & 15B | THE PRESIDENT'S COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY A COMMITTEE CONSISTING OF THE CURRENT AND IMMEDIATE PAST CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE CONSIDERS COMPENSATION DATA FROM OTHER SCHOOLS WHILE UNDERTAKING THEIR REVIEW. THE PRESIDENT REVIEWS AND DETERMINES ANNUALLY THE COMPENSATION OF VICE PRESIDENTS AND DEANS, TAKING INTO CONSIDERATION THE APPROVED BUDGET FOR COMPENSATION INCREASES, IF ANY. |
| AVAILABILITY OF ORGANIZATION'S GOVERNING DOCS, COI, & FINANCIAL STATEMENTS | FORM 990, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI | UNREALIZED GAIN ON SECURITIES $ 7,089,612 CHANGE IN SPLIT INTEREST AGREEMENT (130,158) BAD DEBT BOOK TO TAX ADJUSTMENTS (245,805) TOTAL $ 6,713,649 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SENA LANDEY TITLE:VP - FINANCE&OPERATS/TREASURER HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RICHARD SMITH TITLE:INVESTMENT DIRECTOR HOURS:20 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARLHAM FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NATIONAL ROAD WEST | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356014491 | EIN |
| Primary Activities | SUPPORT | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(C)(2) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (10) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | TRUST | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| EARLHAM FOUNDATION | ||
| B | 2442654 | SEE PART VII |
| EARLHAM FOUNDATION | ||
| C | 12832847 | SEE PART VII |
| EARLHAM FOUNDATION | ||
| N | 209370 | SEE PART VII |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED IN DETERMINING AMOUNTS INVOLVED WITH RELATED ORGANIZATIONS | Identifier |
| Return Reference | SCHEDULE R, PART V, LINE 2 | ReturnReference |
| Explanation | (1) CASH CONTRIBUTED (2) VALUE PER FINANCIAL STATEMENTS (3) ALLOCATION OF PAYROLL EXPENSE | Explanation |