HOUGHTON UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOUGHTON UNIVERSITY (EIN 16-0743045)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-05
- IRS object ID
- 201320959349300727
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-05T18:09:07-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161131146 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL SUITE 201 | AddressLine1 |
| City | PITTSFORD | City |
| State | NY | State |
| ZIP Code | 14534 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743045 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUGHTON COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUG | NameControl |
| Phone | 5855679312 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WILLARD AVENUE | AddressLine1 |
| City | HOUGHTON | City |
| State | NY | State |
| ZIP Code | 14744 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALE WRIGHT | Name |
| Title | CHIEF BUSINESS OFFICER | Title |
| Phone | 5855679312 | Phone |
| Date Signed | 2013-04-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN CLOSE | Name |
| PTIN | P01346943 | PTIN |
| Phone | 5853811000 | Phone |
| 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 | DR SHIRLEY MULLEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WILLARD AVENUE | AddressLine1 |
| City | HOUGHTON | City |
| State | NY | State |
| ZIP Code | 14744 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51481756 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOUGHTON.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1883 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | HOUGHTON COLLEGE PROVIDES AN ACADEMICALLY CHALLENGING, CHRIST-CENTERED EDUCATION IN THE LIBERAL ARTS AND SCIENCES TO STUDENTS FROM DIVERSE TRADITIONS AND ECONOMIC BACKGROUNDS AND EQUIPS THEM TO LEAD AND LABOR AS SCHOLAR-SERVANTS IN A CHANGING WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1640 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 93928 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 14212 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4820794 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10727932 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38034704 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 38269715 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1657840 | InvestmentIncomePriorYear |
| Investment Income Current Year | 479955 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 664826 | OtherRevenuePriorYear |
| Other Revenue Current Year | 914293 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45178164 | TotalRevenuePriorYear |
| Total Revenue Current Year | 50391895 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11537154 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12508699 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18929807 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19053945 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1063428 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14867855 | OtherExpensePriorYear |
| Other Expenses Current Year | 13937012 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 45334816 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45499656 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -156652 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4892239 | RevenuesLessExpensesCY |
| Total Assets BOY | 89895931 | TotalAssetsBOY |
| Total Assets EOY | 90582578 | TotalAssetsEOY |
| Total Liabilities BOY | 30671482 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29364568 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 59224449 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 61218010 | NetAssetsOrFundBalancesEOY |
| Mission Description | HOUGHTON COLLEGE PROVIDES AN ACADEMICALLY CHALLENGING, CHRIST-CENTERED, EDUCATION IN THE LIBERAL ARTS AND SCIENCES TO STUDENTS FROM DIVERSE TRADITIONS AND ECONOMIC BACKGROUNDS AND EQUIPS THEM TO LEAD AND LABOR AS SCHOLAR-SERVANTS IN A CHANGING WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 25231337 | Expense |
| Grants | 12508699 | Grants |
| Revenue | 30416553 | Revenue |
| Description | INSTRUCTION-FACULTY SALARIES, SCHOLARSHIPS, FINANCIAL AID AND OTHER COSTS FOR INSTRUCTION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5734134 | Expense |
| Revenue | 9153482 | Revenue |
| Description | AUXILIARY ENTERPRISES-STUDENT HOUSING, FOOD SERVICES, CAMPUS STORE, AND OTHER. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6023308 | Expense |
| Description | STUDENT SERVICES-STUDENT LIFE, ATHLETICS, ADMISSIONS, AND OTHER STUDENT SERVICES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2946238 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2946238 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 39935017 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | TaxExemptBonds |
| 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 1923 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1640 | 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 | CS | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | HR | NameOfForeignCountry |
| Name Of Foreign Country | TZ | NameOfForeignCountry |
| Name Of Foreign Country | EC | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | HO | NameOfForeignCountry |
| Name Of Foreign Country | SL | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE WRIGHT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5855679312 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WILLARD AVE | AddressLine1 |
| City | HOUGHTON | City |
| State | NY | State |
| ZIP Code | 14744 | ZIPCode |
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 | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID BABB | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY BAHLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EVELYN BARNETT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN BATMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 94374 | 29108 | ||
| ROBERT DAVIDSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN GILLETTE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANTHONY GRAHAM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CAROLE HAMM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STANLEY HOOVER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE HORSMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH JENNINGS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KELVIN JONES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM JONES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN KNOWLTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL LAMOS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY LARDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN LEE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| J ANTHONY LLOYD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN LYON | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| JEFFREY MANSELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| C DAVID MARKLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GREG MCCLAIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHIRLEY MULLEN | |||||||
| PRESIDENT | 40.00 | X | 185326 | 0 | 23770 | X | |
| HARRIETT OLSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRENT RUSSETT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CLIFTON SEAMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES SHOWVAKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TERRY SLYE | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| BOBBIE STRAND | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| CONARD SYMONDS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID WHITE | |||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| HARRY WOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELWOOD ZIMMERMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BOB VANWICKLIN | |||||||
| VICE PRESIDENT OF ADVANCEM | 40.00 | 105543 | 0 | 10103 | X | ||
| CHRISTOPHER STEWART | |||||||
| ASSOCIATE DEAN FOR BIBLICAL STUDIES | 40.00 | 110939 | 0 | 11064 | X | ||
| LINDA MILLS-WOOLSEY | |||||||
| VP FOR ACADEMICS & DEAN OF COLLEGE | 40.00 | 105489 | 0 | 4207 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 507297 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 94374 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 78252 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| 1 WILLARD AVENUE | HOUGHTON | NY | 14744 | FOOD SERVICE | 2327596 |
| STREETER ASSOCIATES INC | |||||
| 101 EAST WOODLAWN AVENUE | ELMIRA | NY | 14902 | CONSTRUCTION WORK | 2127375 |
| MJ MECHANICAL SERVICES INC | |||||
| 2040 MILITARY ROAD | TONAWANDA | NY | 14150 | CONSTRUCTION WORK | 630378 |
| METRO CONTRACTING & ENVIRONMENTAL INC | |||||
| 2939 LOCKPORT ROAD | NIAGARA FALLS | NY | 14305 | ASBESTOS REMOVAL | 381116 |
| LEO ROTH CORPORATION | |||||
| 841 HOLT ROAD | WEBSTER | NY | 14580 | CONSTRUCTION WORK | 228413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Government Grants | 574405 | GovernmentGrants |
| All Other Contributions | 10153527 | AllOtherContributions |
| Total Contributions | 10727932 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | 30416553 | 30416553 | |
| AUXILIARY ENTERPRISES | 611710 | 7853162 | 7811537 | 41625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 38269715 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 707390 | TotalRevenueColumn |
| Unrelated Business Revenue | 52303 | UnrelatedBusinessRevenue |
| Exclusion | $655,087 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 280919 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 508354 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -227435 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -227435 | TotalRevenueColumn |
| Related Or Exempt Function Income | -227435 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 806753 | GrossSalesOfInventory |
| Cost Of Goods Sold | 581507 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 225246 | TotalRevenueColumn |
| Related Or Exempt Function Income | 225246 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 689047 | TotalRevenueColumn |
| Related Or Exempt Function Income | 689047 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 689047 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50391895 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38914948 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 93928 | UnrelatedBusinessRevenue |
| Exclusion | $655,087 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12508699 | Total |
| Program Services | 12508699 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205766 | Total |
| Management And General | 164613 | ManagementAndGeneral |
| Fundraising | 41153 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14219310 | Total |
| Program Services | 10821054 | ProgramServices |
| Management And General | 2827879 | ManagementAndGeneral |
| Fundraising | 570377 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152099 | Total |
| Program Services | 108800 | ProgramServices |
| Management And General | 37318 | ManagementAndGeneral |
| Fundraising | 5981 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3567005 | Total |
| Program Services | 2714772 | ProgramServices |
| Management And General | 704301 | ManagementAndGeneral |
| Fundraising | 147932 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 909765 | Total |
| Program Services | 639710 | ProgramServices |
| Management And General | 231796 | ManagementAndGeneral |
| Fundraising | 38259 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192007 | Total |
| Management And General | 192007 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44700 | Total |
| Management And General | 44700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862484 | Total |
| Program Services | 460546 | ProgramServices |
| Management And General | 355520 | ManagementAndGeneral |
| Fundraising | 46418 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285871 | Total |
| Program Services | 246584 | ProgramServices |
| Management And General | 9667 | ManagementAndGeneral |
| Fundraising | 29620 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1244857 | Total |
| Program Services | 892880 | ProgramServices |
| Management And General | 276056 | ManagementAndGeneral |
| Fundraising | 75921 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381197 | Total |
| Program Services | 188274 | ProgramServices |
| Management And General | 192923 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833 | Total |
| Program Services | 833 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2225755 | Total |
| Program Services | 914083 | ProgramServices |
| Management And General | 1311672 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1064675 | Total |
| Program Services | 912913 | ProgramServices |
| Management And General | 83943 | ManagementAndGeneral |
| Fundraising | 67819 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140637 | Total |
| Program Services | 79026 | ProgramServices |
| Management And General | 54150 | ManagementAndGeneral |
| Fundraising | 7461 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1136175 | Total |
| Program Services | 974842 | ProgramServices |
| Management And General | 161333 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41797 | Total |
| Management And General | 41797 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2511875 | Total |
| Program Services | 2197323 | ProgramServices |
| Management And General | 314552 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171787 | Total |
| Program Services | 68248 | ProgramServices |
| Management And General | 103539 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 1877759 | 1877759 | |
| SPECIAL PROGRAMS AND PR | 957985 | 944655 | 13330 |
| MISCELLANEOUS | 610148 | 267073 | 343075 |
| AUXILIARY SERVICES | 186470 | 186470 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Program Services | 2930473 | ProgramServices |
| Management And General | -2962960 | ManagementAndGeneral |
| Fundraising | 32487 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45499656 | Total |
| Program Services | 39935017 | ProgramServices |
| Management And General | 4501211 | ManagementAndGeneral |
| Fundraising | 1063428 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6095809 | BOY |
| EOY | 5892005 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 883943 | BOY |
| EOY | 961020 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1604028 | BOY |
| EOY | 1849911 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3526307 | BOY |
| EOY | 2246277 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247918 | BOY |
| EOY | 251748 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640868 | BOY |
| EOY | 489855 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 66058563 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35196189 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29980155 | BOY |
| EOY | 30862374 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26454634 | BOY |
| EOY | 28917683 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14071748 | BOY |
| EOY | 14185820 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255081 | BOY |
| EOY | 215726 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6135440 | BOY |
| EOY | 4710159 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89895931 | BOY |
| EOY | 90582578 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3258829 | BOY |
| EOY | 3445290 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150000 | BOY |
| EOY | 120000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1267628 | BOY |
| EOY | 979075 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11167278 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817200 | BOY |
| EOY | 83600 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14010547 | BOY |
| EOY | 24736603 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30671482 | BOY |
| EOY | 29364568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14265002 | BOY |
| EOY | 15219441 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11371992 | BOY |
| EOY | 12265396 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33587455 | BOY |
| EOY | 33733173 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59224449 | BOY |
| EOY | 61218010 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89895931 | BOY |
| EOY | 90582578 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4892239 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2898678 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40170853 | BeginningOfYearBalance |
| Contributions | 759665 | Contributions |
| Investment Earnings Or Losses | -1996334 | InvestmentEarningsOrLosses |
| Other Expenditures | 1433606 | OtherExpenditures |
| End Of Year Balance | 37500578 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34152289 | BeginningOfYearBalance |
| Contributions | 215434 | Contributions |
| Investment Earnings Or Losses | 7315071 | InvestmentEarningsOrLosses |
| Other Expenditures | 1511941 | OtherExpenditures |
| End Of Year Balance | 40170853 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30508920 | BeginningOfYearBalance |
| Contributions | 414894 | Contributions |
| Investment Earnings Or Losses | 4385758 | InvestmentEarningsOrLosses |
| Other Expenditures | 1157283 | OtherExpenditures |
| End Of Year Balance | 34152289 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42338558 | BeginningOfYearBalance |
| Contributions | 159910 | Contributions |
| Investment Earnings Or Losses | -11074113 | InvestmentEarningsOrLosses |
| Other Expenditures | 915435 | OtherExpenditures |
| End Of Year Balance | 30508920 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02020 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.89550 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08430 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 958032 | OtherCostOrOtherBasis |
| Book Value | 958032 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51075443 | OtherCostOrOtherBasis |
| Depreciation | 25698207 | Depreciation |
| Book Value | 25377236 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9463621 | OtherCostOrOtherBasis |
| Depreciation | 7117448 | Depreciation |
| Book Value | 2346173 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4561467 | OtherCostOrOtherBasis |
| Depreciation | 2380534 | Depreciation |
| Book Value | 2180933 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30862374 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 7414982 | F |
| POOLED INVESTMENT TRUSTS | 6770838 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14185820 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SPLIT INTEREST AGREEMENTS | 4648617 |
| BENEFICIAL INTEREST IN NET ASSETS OF WILLARD J. HOUGHTON FOUNDATION | 61542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4710159 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD ON BEHALF OF OTHERS | $2,165,804 |
| OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS | $3,124,873 |
| OTHER LIABILITIES | $572,463 |
| SECURED NOTE PAYABLE TO RELATED ORGANIZATION | $18,827,016 |
| CAPITAL LEASE OBLIGATIONS | $46,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 24736603 | TotalOfAmounts |
| Total Revenue | 50391895 | TotalRevenue |
| Total Expenses | 45499656 | TotalExpenses |
| Excess Or Deficit For Year | 4892239 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2819196 | NetUnrealizedGLOnInvestments |
| Other | -$79,482 | OtherAmount |
| Total Adjustments | -2898678 | TotalAdjustments |
| Excess Or Deficit Per FS | 1993561 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35566025 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2819196 | NetUnrealizedGainsInvestments |
| Other Revenues | -12588181 | OtherRevenues |
| Revenue Not Rptd F990 | -15407377 | RevenueNotRptdF990 |
| Revenue Subtotal | 50973402 | RevenueSubtotal |
| Other Revenues Not Included | -581507 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -581507 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 50391895 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33572464 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 581507 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 581507 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32990957 | ExpensesSubtotal |
| Other Expenses Not Included | 12508699 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12508699 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 45499656 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | COLLECTION ITEMS IN THE HOUGHTON COLLEGE ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE AND ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. ALL PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. | |
| PART V, LINE 4: | DEPARTMENTAL PROJECTS, SCHOLARSHIPS TO STUDENTS AND STUDENT LOANS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE TAX-EXEMPT STATUS OF THE ORGANIZATION IS CONSIDERED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF MAY 31, 2012 AND 2011, THE ORGANIZATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN BENEFICIAL INT. IN NET ASSETS OF WILLARD J. HOUGHTON FOUNDATION -34,731. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -44,751. TOTAL TO SCHEDULE D, PART XI, LINE 8: -79,482. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS -12,508,699. CHANGE IN BENEFICIAL INT. IN NET ASSETS OF WILLARD J. HOUGHTON FOUNDATION -34,731. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -44,751. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD -581,507. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 581,507. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS AND GRANTS 12,508,699. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE COLLEGE PUBLICIZES THE NONDISCRIMINATORY POLICY DURING OUR REGISTRATION PERIOD ON OUR APPLICATION FOR ADMISSION, IN OUR COLLEGE CATOLOG, IN SEVERAL PLACES ON THE COLLEGE WEBSITE AT WWW.HOUGHTON.EDU AND IN OUR STUDENT GUIDE FOR ENROLLING STUDENTS. COLLEGE MEDIA RECRUITMENT EFFORTS ARE PRIMARILY ELECTRONIC AND AS SUCH, POINT PRESPECTIVE STUDENTS TO THE COLLEGE WEB SITE WHERE THIS POLICY IS NOTED SEVERAL TIMES. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES MULTIPLE FEDERAL AWARDS FROM THE DEPARTMENT OF EDUCATION IN THE FORM OF STUDENT FINANCIAL AID. THIS INCLUDES GRANT PROGRAMS AS WELL AS GOVERNMENT LOANS FOR STUDENTS TO TAKE OUT TOWARDS THE COST OF ATTENDENCE. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE | 0 | 8 | PROGRAM SERVICES | VARIOUS SEMESTER LONG ACADEMIC COURSES AND 3 WEEK TRAVEL COURSES | 203140 |
| SUB-SAHARAN AFRICA | 1 | 10 | PROGRAM SERVICES | VARIOUS SEMESTER LONG ACADEMIC COURSES AND 3 WEEK ACADEMIC TRAVEL COURSE | 352490 |
| CENTRAL AMERICA | 0 | 1 | PROGRAM SERVICES | 3 WEEK ACADEMIC TRAVEL COURSE | 46575 |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | 3 WEEK ACADEMIC TRAVEL COURSE | 29431 |
| EAST ASIA AND THE PACIFIC | 0 | 3 | PROGRAM SERVICES | VARIOUS SEMESTER LONG ACADEMIC COURSES AND 3 WEEK TRAVEL COURSES | 180620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 23 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 23 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 812256 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 812256 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| STROMAN & ASSOCIATES | ||||||||
| PO BOX 4012 | BARTLESVILLE | OK | 74006 | ACTED AS INTERIM VP OF ADVANCEMENT | 0 | 565304 | 66834 | 498470 |
| NORMAN EDWARDS | ||||||||
| 814 WEST EMERSON ST | SEATTLE | WA | 98119 | CONSULTED ON CAPITAL CAMPAIGN AND SEARCH OF VP OF ADVANCEMEN | 0 | 0 | 17680 | -17680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 565304 | TotalGrossReceipts |
| Total Retained By Contractors | 84514 | TotalRetainedByContractors |
| Total Net To Organization | 480790 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| ATHLETIC SCHOLARSHIPS | 106 | 686971 |
| ENDOWED GRANTS AND SCHOLARSHIPS | 317 | 684826 |
| MERIT BASED SCHOLARSHIPS | 652 | 4908980 |
| NEED BASED GRANTS AND SCHOLARSHIPS | 786 | 4606438 |
| FEDERAL SEOG GRANTS | 97 | 93044 |
| SPECIAL CATEGORY GRANTS AND SCHOLARSHIPS | 683 | 1528440 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A FILE IS CREATED FOR EACH GRANTEE. WE DETERMINE EACH STUDENT'S DEMONSTRATED FINANCIAL NEED BASED ON THEIR COST OF ATTENDANCE MINUS EXPECTED FAMILY CONTRIBUTION ACCORDING TO THE INSTITUTIONAL STUDENT INFORMATION RECORD FROM THE FEDERAL PROCESSOR. WE ATTEMPT TO MEET EACH STUDENT'S DEMONSTRATED NEED WITH A COMBINATION OF MERIT-BASED SCHOLARSHIPS, NEED-BASED GRANTS, FEDERAL COLLEGE WORK-STUDY, AND STUDENT LOANS. FINANCIAL AID MAY BE AWARDED FROM FEDERAL, STATE, INSTITUTIONAL, AND PRIVATE SOURCES. WE MONITOR AND MAINTAIN COMPLIANCE WITH ALL FEDERAL, STATE, AND INSTITUTIONAL FINANCIAL AID POLICIES AND PROCEDURES. IN ADDITION, THE COLLEGE MONITORS AND MAINTAINS SEPARATE FUND ACCOUNTS FOR EACH AWARD CATEGORY AND PROVIDES THE NECESSARY REPORTS TO THE FEDERAL AND STATE AGENCIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHIRLEY MULLEN | NamePerson |
| Base Compensation Filing Org | 185326 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 438 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 23332 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 209096 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 1A, TRAVEL FOR COMPANIONS: PER PRESIDENTIAL CONTRACT, SPOUSAL TRAVEL TO TAKE PART IN COLLEGE FUNCTIONS TO THE EXTENT APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AS BEING APPROPRIATE AND BENEFICIAL TO THE COLLEGE. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 52090 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. HI/LOW DATE RECEIVE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 67905 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUALIFIED APPRAISER | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | HORSE | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUALIFIED APPRAISER | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DR. JOANNE LYON, GENERAL SUPERINTENDENT OF THE WESLEYAN CHURCH, SERVES AS LIASON FOR THE WESLEYAN COLLEGES AND UNIVERSITIES. SHE ATTENDS ONE BOARD MEETING PER YEAR. HER SON, JOHN LYON, IS ON THE HOUGHTON BOARD. JOANNE LYON IS NOT A VOTING MEMBER OF THE BOARD. HER SON JOHN IS A VOTING MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PROVIDED IN DRAFT FORMAT TO THE AUDIT COMMITTEE FOR REVIEW. UPON APPROVAL, IT IS SUBMITTED WITH A RECOMMENDATION OF APPROVAL TO THE BOARD OF TRUSTEES WITH A PERIOD FOR PROVIDING COMMENTS, EDITS AND CORRECTIONS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR ADMINISTRATORS COMPLETE AND SIGN A FORM DISCLOSING ANY CONFLICT OF INTEREST. IF THERE IS A CONFLICT OF INTEREST ON A MATTER UNDER CONSIDERATION AT A BOARD MEETING, THE TRUSTEE IS NOT ALLOWED TO VOTE ON THE MATTER. THE MINUTES OF THE MEETING WILL DOCUMENT THAT THE TRUSTEE HAVING THE CONFLICT OF INTEREST ABSTAINED FROM VOTING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE DETERMINATION OF COMPENSATION OF THE COLLEGE'S PRESIDENT, ALL MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD AS WELL AS THE FULL BOARD (SAVE THE PRESIDENT, WHO WOULD NOT BE PRESENT AT THESE DELIBERATIONS) WOULD BE INDEPENDENT TRUSTEES, I.E. THEY ARE NOT EMPLOYEES OF THE COLLEGE, NOR MARRIED TO EMPLOYEES, AND NONE OF THEM HAVE BUSINESS RELATIONSHIPS WITH THE COLLEGE THAT AFFECTS THEIR INDEPENDENCE. THE PROCESS IS AS FOLLOWS: 1. COMPARATIVE EXECUTIVE COMPENSATION DATA IS GATHERED FROM SEVERAL SOURCES: GUIDESTAR, COALITION OF CHRISTIAN COLLEGES AND UNIVERSITIES, BENTZ, WHALEY, FLESSNER (CONSULTING FIRM) AND NEW YORK STATE PRIVATE COLLEGES. 2. THE BOARD OF EXECUTIVE COMMITTEE (EXCLUDING THE PRESIDENT) REVIEWS THE COMPARATIVE COMPENSATION DATA AND MAKES A CONTRACT RECOMMENDATION TO THE FULL BOARD. 3. THE FULL BOARD MEETS IN EXECUTIVE SESSION (EXCLUDING THE PRESIDENT) TO DISCUSS THE RECOMMENDED CONTRACT AND VOTES ON THE FINAL CONTRACT. DOCUMENTATION OF THE RECOMMENDATION APPEARS IN THE BOARD EXECUTIVE COMMITTEE MINUTES AND DOCUMENTATION OF FULL BOARD APPROVAL APPEARS IN THE BOARD MINUTES. FOR DETERMINATION OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES, COMPARISON SALARY DATA IS PROVIDED DIRECTLY TO THE PRESIDENT BY THE HUMAN RESOURCES OFFICE. THE PRESIDENT THEN AUTHORIZES A CERTAIN SALARY BASED ON BOTH EXTERNAL COMPARISON AND INTERNAL COMPARISON WITH OTHER VICE PRESIDENTS. THIS SALARY INFORMATION IS SHARED WITH THE EXECUTIVE COMMITTEE/COMPENSATION COMMITTEE OF THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,819,196. CHANGE IN BENEFICIAL INT. IN NET ASSETS OF WILLARD J. HOUGHTON FOUNDATION -34,731. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -44,751. TOTAL TO FORM 990, PART XI, LINE 5: -2,898,678. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLARD J HOUGHTON FOUNDATION | |||||||||||
| 1 WILLARD AVE | HOUGHTON | NY | 14744 | 222325519 | SUPPORT OF COMMUNITY | NY | 501(C)(3) | LINE 9 | HOUGHTON COLLEGE | 1 | |
| HOUGHTON ACADEMY | |||||||||||
| 9790 THAYER ST | HOUGHTON | NY | 14744 | 160838072 | SECONDARY EDUCATION | NY | 501(C)(3) | LINE 2 | HOUGHTON COLLEGE | 0 | |
| THE WESLEYAN INVESTMENT FUND INC | |||||||||||
| PO BOX 7250 13300 OLIO RD | FISHERS | IN | 46037 | 351775757 | CHURCH LENDING INSTITUTION | IN | 501(C)(3) | LINE 1 | THE WESLEYAN CHURCH CORPORATION | 0 | |
| THE WESLEYAN CHURCH CORPORATION | |||||||||||
| 13300 OLIO RD | FISHERS | IN | 46037 | 351148762 | CHURCH | IN | 501(C)(3) | LINE 1 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE WESLEYAN INVESTMENT FOUNDATION | ||
| E | 18827016 | OUTSTANDING PRINCIPAL BALANCE |
| THE WESLEYAN CHURCH CORPORATION | ||
| C | 1179365 | VALUE OF CASH |
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