SIMPSON COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SIMPSON COLLEGE (EIN 42-0680389)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-01-14
- IRS object ID
- 201320149349301077
- Schema version
- 2011v1.2
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-14T11:46:12-07:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420680389 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIMP | NameControl |
| Phone | 5159616251 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 North C St | AddressLine1 |
| City | Indianola | City |
| State | IA | State |
| ZIP Code | 50125 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ken Birkenholtz | Name |
| Title | Vice Pres. for Business & Finance | Title |
| Phone | 5159616251 | Phone |
| Date Signed | 2012-01-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John W Byrd | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 North C St | AddressLine1 |
| City | Indianola | City |
| State | IA | State |
| ZIP Code | 50125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 62692959 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.simpson.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1860 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | Simpson College is an independent, selective, church-related, comprehensive liberal arts college dedicated to excellence in higher education. The Simpson College community is equally committed to: Promoting integrative learning that enables students of all ages to develop intellectual and practical skills; Nurturing values which foster personal worth and individuality within a creative, diverse and just community; Graduating students who continue to grow as free, responsible and fulfilled individuals in the world of family, work, service and scholarship; Drawing upon our relationship with the United Methodist Church and our religious traditions that guide us on issues of personal integrity, moral responsibility, social justice and global citizenship. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1468 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 12761 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7231730 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3355049 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 49011430 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49958214 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3702104 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2801352 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 851979 | OtherRevenuePriorYear |
| Other Revenue Current Year | 864344 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 60797243 | TotalRevenuePriorYear |
| Total Revenue Current Year | 56978959 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19282489 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19356397 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21125507 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21179085 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1237293 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16489249 | OtherExpensePriorYear |
| Other Expenses Current Year | 16981517 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 56897245 | TotalExpensesPriorYear |
| Total Expenses Current Year | 57516999 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3899998 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -538040 | RevenuesLessExpensesCY |
| Total Assets BOY | 143098580 | TotalAssetsBOY |
| Total Assets EOY | 138387983 | TotalAssetsEOY |
| Total Liabilities BOY | 34846491 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34472575 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 108252089 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 103915408 | NetAssetsOrFundBalancesEOY |
| Mission Description | Simpson College is an independent, selective, church-related, comprehensive liberal arts college dedicated to excellence in higher education. The Simpson College community is equally committed to: Promoting integrative learning that enables students of all ages to develop intellectual and practical skills; Nurturing values which foster personal worth and individuality within a creative, diverse and just community; Graduating students who continue to grow as free, responsible and fulfilled individuals in the world of family, work, service and scholarship; Drawing upon our relationship with the United Methodist Church and our religious traditions that guide us on issues of personal integrity, moral responsibility, social justice and global citizenship. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19356397 | Expense |
| Grants | 19356397 | Grants |
| Revenue | 0 | Revenue |
| Description | Scholarship Programs: Scholarships and grants to students. (1,386 students) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16157982 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Higher Education Instruction: Instruction and academic support was provided to full and part-time students. (1,866 students) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9468410 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Student Services Programs: Student services, including student development, academic and career counseling, college chaplain, intercollegiate athletics, financial assistance and other services, was provided to full and part-time students. (1,866 students) | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6974470 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Student Services Auxiliary Enterprises: Auxiliary enterprises including housing, food services and conferencing facilities available for student use. (1,866 students) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6974470 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 51957259 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2525 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1468 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Ken Birkenholtz | NamePerson |
| Telephone Number | 5159611512 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 N C Street | AddressLine1 |
| City | Indianola | City |
| State | IA | State |
| ZIP Code | 50125 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Jessica Braunschweig-Norris | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Jay R Byers | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Geoffrey R Christy | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| D Robert Downing | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Allison Fleming | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Barbara M Gartner | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Ben F Gaumer | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Thomas C Godlasky | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Darrell J Goodhue | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Joseph D Hall | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Jordan B Hansell | |||||||
| Trustee, Treasurer | 0.5 | X | 0 | 0 | 0 | X | |
| Phillip E Harlow | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Mark L Hill | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Kay Hooper | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Frederick S Hubbell | |||||||
| Trustee, Chairman | 1 | X | 0 | 0 | 0 | X | |
| Steven G Johnson | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Gage A Kent | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Linda Koehn | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Terrance J Lillis | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Fred Lorber | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Mary Rose Main | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Barbara A Miller | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Mark C Miller | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Rose K Mitchell | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Owen J Newlin | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Lizz S Nichols | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| James R Oplt | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Nile D Ramsbottom | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Sunnie Richer | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Robert G Riley Jr | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Gary L Ruble | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Mary Sconiers Chapman | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Douglas Shull | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Deanna Strable-Soethout | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Julius C Trimble | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Kirk J Tyler | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| David A Weesner | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| Richard M Willis | |||||||
| Trustee, Secretary | 0.5 | X | 0 | 0 | 0 | X | |
| P Sumner Worth | |||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | ||
| John W Byrd | |||||||
| President | 40 | X | 388589 | 0 | 50983 | X | |
| Kenneth I Birkenholtz | |||||||
| Vice President for Business & Finance | 40 | 146380 | 0 | 17433 | X | ||
| Steven J Griffith | |||||||
| Vice President and Dean for Academic Affairs | 40 | 126552 | 0 | 20499 | X | ||
| Robert J Lane | |||||||
| Vice President for College Advancement | 40 | 140152 | 0 | 47976 | X | ||
| James D Thorius | |||||||
| Vice President for Student Development | 40 | 113955 | 0 | 15842 | X | ||
| Kelley L Bradder | |||||||
| Vice President for Information Services | 40 | 111304 | 0 | 15561 | X | ||
| Deb J Tierney | |||||||
| Vice President for Enrollment | 40 | 107467 | 0 | 27535 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1134399 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 195829 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | 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 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| Graham Construction Company | ||||||||||
| 421 Grand Ave | Des Moines | IA | 503092309 | Construction Services | 6087013 | |||||
| Sodexo Inc Affiliates | ||||||||||
| 4880 Paysphere Circle | Chicago | IL | 60674 | Facilities Services | 2015830 | |||||
| Field Turf | ||||||||||
| Construction Services | 1183801 | 8088 Montview Road | Montreal | Quebec | CA | H4P 2L7 | ||||
| Sodexo Food Services | ||||||||||
| 4880 Paysphere Circle | Chicago | IL | 60674 | Food Services | 1062379 | |||||
| Chartwells Dining Services | ||||||||||
| PO Box 91337 | Chicago | IL | 606931337 | Food Services | 909819 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 25565 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 751180 | GovernmentGrants |
| All Other Contributions | 2578304 | AllOtherContributions |
| Noncash Contributions | 248648 | NoncashContributions |
| Total Contributions | 3355049 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 41790542 | 41790542 | 0 | $0 |
| Residence Halls | 721310 | 4407723 | 4407723 | 0 | $0 |
| Food service | 722210 | 3280915 | 3280915 | 0 | $0 |
| Conference program | 721000 | 354034 | 354034 | 0 | $0 |
| Bookstore | 451211 | 125000 | 125000 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49958214 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1415680 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -8847 | UnrelatedBusinessRevenue |
| Exclusion | $1,424,527 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33857 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $33,857 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16553 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,553 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 199192 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 142494 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 56698 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56698 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,698 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6923321 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5571506 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1351815 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1351815 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,351,815 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Finance charges | 611310 | 126736 | 126736 | 0 | $0 |
| Administrative cost reimbursements | 611310 | 73913 | 73913 | 0 | $0 |
| Parking Fees | 812930 | 51235 | 0 | 0 | $51,235 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 539209 | TotalRevenueColumn |
| Related Or Exempt Function Income | 517601 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21608 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 791093 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56978959 | TotalRevenueColumn |
| Related Or Exempt Function Income | 50676464 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 12761 | UnrelatedBusinessRevenue |
| Exclusion | $2,934,685 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19356397 | Total |
| Program Services | 19356397 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721722 | Total |
| Program Services | 165349 | ProgramServices |
| Management And General | 556373 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15383231 | Total |
| Program Services | 13152531 | ProgramServices |
| Management And General | 1489183 | ManagementAndGeneral |
| Fundraising | 741517 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 788896 | Total |
| Program Services | 664454 | ProgramServices |
| Management And General | 82081 | ManagementAndGeneral |
| Fundraising | 42361 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3174191 | Total |
| Program Services | 2591083 | ProgramServices |
| Management And General | 419958 | ManagementAndGeneral |
| Fundraising | 163150 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1111045 | Total |
| Program Services | 903862 | ProgramServices |
| Management And General | 150456 | ManagementAndGeneral |
| Fundraising | 56727 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37370 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 37370 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59275 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 59275 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330725 | Total |
| Program Services | 214686 | ProgramServices |
| Management And General | 116039 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1394995 | Total |
| Program Services | 1042060 | ProgramServices |
| Management And General | 276863 | ManagementAndGeneral |
| Fundraising | 76072 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643443 | Total |
| Program Services | 338332 | ProgramServices |
| Management And General | 303961 | ManagementAndGeneral |
| Fundraising | 1150 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2928838 | Total |
| Program Services | 2818716 | ProgramServices |
| Management And General | 89846 | ManagementAndGeneral |
| Fundraising | 20276 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832820 | Total |
| Program Services | 748440 | ProgramServices |
| Management And General | 25707 | ManagementAndGeneral |
| Fundraising | 58673 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1032434 | Total |
| Program Services | 981000 | ProgramServices |
| Management And General | 40189 | ManagementAndGeneral |
| Fundraising | 11245 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3084539 | Total |
| Program Services | 2937385 | ProgramServices |
| Management And General | 132866 | ManagementAndGeneral |
| Fundraising | 14288 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Contracted services | 3663095 | 3638379 | 24716 | 0 |
| Athletic teams | 472571 | 472571 | 0 | 0 |
| Memberships | 139397 | 6452 | 132945 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2362015 | Total |
| Program Services | 1925562 | ProgramServices |
| Management And General | 384619 | ManagementAndGeneral |
| Fundraising | 51834 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57516999 | Total |
| Program Services | 51957259 | ProgramServices |
| Management And General | 4322447 | ManagementAndGeneral |
| Fundraising | 1237293 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3403 | BOY |
| EOY | 12699 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16910534 | BOY |
| EOY | 8589729 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5721669 | BOY |
| EOY | 3901824 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1466503 | BOY |
| EOY | 1689218 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642186 | BOY |
| EOY | 792313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 97826168 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 45922262 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42874392 | BOY |
| EOY | 51903906 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32369373 | BOY |
| EOY | 30946894 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40004812 | BOY |
| EOY | 37454829 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3105708 | BOY |
| EOY | 3096571 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143098580 | BOY |
| EOY | 138387983 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7085338 | BOY |
| EOY | 6708540 | 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 | 24205280 | BOY |
| EOY | 23762257 | 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 | 1006 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 375000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3554867 | BOY |
| EOY | 3626778 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34846491 | BOY |
| EOY | 34472575 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26125390 | BOY |
| EOY | 28156034 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32888772 | BOY |
| EOY | 26413478 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49237927 | BOY |
| EOY | 49345896 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108252089 | BOY |
| EOY | 103915408 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143098580 | BOY |
| EOY | 138387983 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -538040 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3798641 | ReconcilationOtherChanges |
| 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 | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $1,757 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 1757 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | Simpson College is a member of the Iowa Association of Independent College and Universities (IAICU). As calculated by IAICU, twelve percent of the 2011-12 dues paid by the college are attributed to lobbying expenditures incurred by the organization. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 117140 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73035697 | BeginningOfYearBalance |
| Contributions | 162107 | Contributions |
| Investment Earnings Or Losses | -1121618 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1495296 | GrantsOrScholarships |
| Other Expenditures | 1314859 | OtherExpenditures |
| Administrative Expenses | 100000 | AdministrativeExpenses |
| End Of Year Balance | 69166031 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63588863 | BeginningOfYearBalance |
| Contributions | 243488 | Contributions |
| Investment Earnings Or Losses | 12745410 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1913688 | GrantsOrScholarships |
| Other Expenditures | 1528376 | OtherExpenditures |
| Administrative Expenses | 100000 | AdministrativeExpenses |
| End Of Year Balance | 73035697 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58316085 | BeginningOfYearBalance |
| Contributions | 523858 | Contributions |
| Investment Earnings Or Losses | 8050948 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1872464 | GrantsOrScholarships |
| Other Expenditures | 1329564 | OtherExpenditures |
| Administrative Expenses | 100000 | AdministrativeExpenses |
| End Of Year Balance | 63588863 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80660171 | BeginningOfYearBalance |
| Contributions | 2782698 | Contributions |
| Investment Earnings Or Losses | -21512800 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1979047 | GrantsOrScholarships |
| Other Expenditures | 1534937 | OtherExpenditures |
| Administrative Expenses | 100000 | AdministrativeExpenses |
| End Of Year Balance | 58316085 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.12 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.7 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.18 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 574111 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1839926 | OtherCostOrOtherBasis |
| Book Value | 2414037 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 958103 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 70992360 | OtherCostOrOtherBasis |
| Depreciation | 34844009 | Depreciation |
| Book Value | 37106454 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 416834 | OtherCostOrOtherBasis |
| Depreciation | 104209 | Depreciation |
| Book Value | 312625 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13015426 | OtherCostOrOtherBasis |
| Depreciation | 10902320 | Depreciation |
| Book Value | 2113106 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 119537 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9909871 | OtherCostOrOtherBasis |
| Depreciation | 71724 | Depreciation |
| Book Value | 9957684 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51903906 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Guaranteed investment contract | 960440 | F |
| Interest in common trust funds | 18845726 | F |
| Interest in private equity limited partnerships | 6599201 | F |
| Interest in hedge funds | 5428938 | F |
| Interest in real estate investment trusts | 1931246 | F |
| Beneficial interest in trusts | 2522285 | F |
| Cash surrender value of life insurance policies | 1160643 | F |
| Other | 6350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 37454829 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Student, personnel and sundry deposits | $803,568 |
| Interest rate swap agreements | $412,018 |
| U.S. government loan funds refunable | $2,411,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3626778 | TotalOfAmounts |
| Total Revenue | 56978959 | TotalRevenue |
| Total Expenses | 57516999 | TotalExpenses |
| Excess Or Deficit For Year | -538040 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3798641 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -3798641 | TotalAdjustments |
| Excess Or Deficit Per FS | -4336681 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33823921 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3798641 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | -3798641 | RevenueNotRptdF990 |
| Revenue Subtotal | 37622562 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 19356397 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 19356397 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 56978959 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 38160602 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38160602 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 19356397 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 19356397 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 57516999 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The College maintains various artworks utilized primarily for the preservation of the heritage of the College and general public observation. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Simpson College endowment is intended to support the College's students by providing scholarships and loan funds and the endowment is intended to support the College by providing support for operations and facilities. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Student aid netted against tuition and fees in the audited financial statements. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Student aid netted against tuition and fees in the audited financial statements. |
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 |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | College publications to students, alumni and friends of the College include a statement of the College's racially nondiscriminatory policy. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The College receives student financial aid under Title IV and other assistance from the Federal government and from the State of Iowa. A significant portion of this assistance is "pass through" to qualifying students. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | May Term course travel | 38900 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Student semester abroad and May Term course travel | 141207 |
| South America | 0 | 0 | Program Services | Student semester abroad and May Term course travel | 115470 |
| East Asia and the Pacific | 0 | 0 | Program Services | Student semester abroad and May Term course travel | 97142 |
| South Asia | 0 | 0 | Program Services | May Term course travel | 418 |
| Sub-Saharan Africa | 0 | 0 | Program Services | May Term course travel | 67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 393204 | TotalAmountSpent |
| 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Athletic Golf Outing | NameOfEvent1 |
| Gross Receipts Event1 | 87970 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 52263 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 35707 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 7846 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 7735 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 13742 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 7961 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 87970 | GrossReceiptsTotal |
| Charitable Contributions Total | 52263 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35707 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 7846 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7735 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 13742 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 7961 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38784 | DirectExpenseSummaryEvents |
| Net Income Summary | -3077 | NetIncomeSummary |
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 | Scholarships and grants to Simpson College students | TypeOfGrant |
| Number Of Recipients | 1386 | NumberOfRecipients |
| Amount Of Cash Grant | 19356397 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Grants or assistance provided is for scholarships and grants to Simpson College students which are applied directly to the student's tuition charges. The Office of Financial Assistance awards scholarships and grants to students based on a variety of different criteria for each scholarship. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| 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 |
| Independent Consultant | X | IndependentConsultant |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John W Byrd | |||||||||||||
| 231188 | 0 | 155600 | 0 | 1800 | 0 | 18699 | 0 | 32284 | 0 | 439571 | 0 | 121818 | 0 |
| Robert J Lane | |||||||||||||
| 137868 | 0 | 0 | 0 | 2284 | 0 | 11515 | 0 | 36461 | 0 | 188128 | 0 | 0 | 0 |
| Kenneth I Birkenholtz | |||||||||||||
| 146380 | 0 | 0 | 0 | 0 | 0 | 11573 | 0 | 5861 | 0 | 163814 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The president's spouse periodically travels with the President to official college functions. The spouse's travel is paid by the College when the official College function dictates such participation such as donor relations and alumni events. The President is provided a residence in which he/she is required to live. The residence is regularly used for College functions. An estimated fair value of $25,253 has been included under Part VII, Section A, column (F) of the Form 990. Finally, the President is provided with membership to a local country club. The annual membership cost is included in reportable compensation in the amont of $1,440. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The Executive Committee of the Board of Trustees consists of the Treasurer, Secretary and Chairperson of the Board, which are all independent members of the Board of Trustees. The Committee is charged with reviewing and approving the compensation and benefits for the President. The Committee uses comparability data such as a survey issued to several private colleges regarding total compensation for a president conducted by an independent compensation consultant and salary data for private college administrator positions provided by a state association of independent private colleges. The Committee is required to inform the full Board of Trustees of all provisions and elements of the President's compensation. |
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 |
|---|---|---|---|---|---|---|---|
| Iowa Higher Education Loan Authority | |||||||
| 421235696 | 462460SZ0 | 2005-02-15 | 11931200 | See Part VI | 0 | 0 | 0 |
| Iowa Higher Education Loan Authority | |||||||
| 421235696 | 2009-11-19 | 12100000 | See Part VI | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 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 | 12428144 | 960440 | 3674 | 0 | 166283 | 0 | 0 | 6579538 | 5402815 | 0 | 2005 | 0 | 1 | 1 | 1 |
| 429696 | 0 | 12106199 | 0 | 0 | 0 | 100000 | 0 | 0 | 6006199 | 6000000 | 0 | 2011 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|
| Societe Generale | ||||||||||
| 0 | 0 | 0 | 1 | 30.8 | 1 | 0 | 0 | |||
| Regions Bank | ||||||||||
| 0 | 1 | 1 | 0 | 0 | 1 | 5 | 0 | 0 | ||
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchK_P01_S00_L00f | Schedule K, Part I, Column f | Line A - Refund of prior issue (6/1/1998); Various campus buildings and residence hall improvements; Line B - Refunding of taxable loan (9/10/2008); acquisition of machinery, equipment, property, and fixtures |
| SchK_P02_S00_L03 | Schedule K, Part II, Line 3 | The total proceeds do not agree to the issue price in Part I, Column (e) due to investment earnings. The total proceeds do not equal the summation of lines 4 - 12 due to transferred or replacement proceeds in line 4. |
| SchK_P05_S00_L00 | Schedule K, Part V | Written VCAP procedures were adopted as of October 10, 2012. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Douglas Shull | |||
| Trustee is a director of a bank which has provided a loan to the College | 605423 | Interest and fees on loan with the bank | 0 |
| Rita Birkenholtz | |||
| Spouse of officer of the College | 36101 | Annual compensation as a full-time employee in the Office of College Advancement | 0 |
| Karin Hooper | |||
| Sister of a trustee of the College | 29817 | Annual compensation as a full-time employee in the College's library | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 211240 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Athletic fundraising auction donations | 60 | 23453 | FMV |
| X | Use of vehicle provided to President | 1 | 8908 | Dealer lease rate |
| X | Special Events Tickets | 2 | 3245 | FMV |
| X | Misc gifts in kind | 10 | 1802 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L00 | Identifier |
| Return Reference | Schedule M, Part I | ReturnReference |
| Explanation | The College has included the number of contributions received during the tax year in column (b). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Robert J Lane, Vice President for College Advancement, and Deb Tierney, Vice President for Enrollment, are in-laws. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The return preparer reviewed a draft copy of the Form 990 with the President and Vice President for Business & Finance. The return preparer and the Vice President for Business & Finance reviewed the draft and addressed questions with a tax expert who is part of the accounting firm that audits the College. Appropriate changes were made to the Form 990 based on these reviews. Then, the final draft of the return was made available to all trustee members prior to filing. The return was provided electronically through the College portal and any comments or questions directed to management or the Audit and Compliance Committee of the Board of Trustees. Finally, prior to the return filing, a meeting of the Audit and Compliance Committee of the Board of Trustees was held in which management reviews the Form 990 with the Committee. The tax expert also participated in the meeting with the Audit and Compliance Committee. Appropriate changes were made to the Form 990 at the direction of the Audit and Compliance Committee before filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | As required by the College bylaws, all trustees, officers and key employees are required to disclose annually interests that could give rise to conflicts. All reported information is compiled under the direction of the President. Copies of the completed disclosure forms are provided to the Audit and Compliance Committee of the Board of Trustees who then determines whether further review or action is necessary. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Executive Compensation Committee of the Board of Trustees consists of the Treasurer, Secretary, and Chairperson of the Board, which are all independent members of the Board of Trustees. The Committee is charged with reviewing and approving the compensation of cabinet-level administrators. The Committee uses comparability data such as a survey issued to several private colleges regarding total compensation for a president conducted by an independent compensation consultant and salary data for private college administrator positions provided by a state association of independent private colleges. Minutes of all Committee meetings are kept and maintained. The Committee is required to inform the full Board of Trustees of all provisions and elements of the President's compensation. The Committee last reviewed the compensation package of the President during the year ended in May 2012. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Upon written request to the President or Vice President for Business & Finance, the College will make its governing documents, conflict of interest policy, and financial statements available to the public. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized gains (losses) on investments are included in the change in net assets in the audited financial statements. |