GEORGE FOX UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE FOX UNIVERSITY (EIN 93-0386839)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201330469349302203
- 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 D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T13:30:46-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386839 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE FOX UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 5035388383 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N MERIDIAN x6029 | AddressLine1 |
| City | NEWBERG | City |
| State | OR | State |
| ZIP Code | 97132 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Theodore E Allen | Name |
| Title | Chief Financial Officer | Title |
| Phone | 5035542161 | Phone |
| Date Signed | 2013-02-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Theodore E Allen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N Meridian | AddressLine1 |
| City | Newberg | City |
| State | OR | State |
| ZIP Code | 97132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 101692586 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.georgefox.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1891 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | To prepare students spiritually, academically, and professionally to think with clarity, act with integrity, and serve with passion through both undergraduate and graduate educational programs of study for approximately 3,400 students. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2286 | TotalNbrEmployees |
| Total Nbr Volunteers | 304 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3383772 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6458711 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 78347018 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 82724406 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 340624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 299986 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -134129 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87309 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 81937285 | TotalRevenuePriorYear |
| Total Revenue Current Year | 89570412 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 21004528 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22902463 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 40059080 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 41670698 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 44574 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1284825 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21489396 | OtherExpensePriorYear |
| Other Expenses Current Year | 21072231 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 82597578 | TotalExpensesPriorYear |
| Total Expenses Current Year | 85645392 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -660293 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3925020 | RevenuesLessExpensesCY |
| Total Assets BOY | 101145842 | TotalAssetsBOY |
| Total Assets EOY | 102243447 | TotalAssetsEOY |
| Total Liabilities BOY | 38523829 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39601461 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62622013 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62641986 | NetAssetsOrFundBalancesEOY |
| Mission Description | George Fox University, a Christ centered community, prepares students spiritually, academically, and professionally to think with clarity, act with integrity, and serve with passion through both undergraduate and graduate educational programs of study for approximately 3,400 students. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 49912192 | Expense |
| Grants | 22751131 | Grants |
| Revenue | 53746936 | Revenue |
| Description | Quality undergraduate education in the humanities, sciences, and professional studies with more than 40 majors | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11039993 | Expense |
| Grants | 151332 | Grants |
| Revenue | 17442353 | Revenue |
| Description | Quality Graduate education programs in the areas of psychology counseling, education, Business & seminary, including 5 seminary degrees & 11 masters & doctoral degrees. Adult Degree Completion education programs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1721882 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Athletic programs for Men & Women developing leadership & team-building skills including Baseball, Softball, Volleyball, Basketball, Track, Cross country, Soccer, Golf & Tennis (NCAA division 3) | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9727530 | Expense |
| Grants | 0 | Grants |
| Revenue | 11535117 | Revenue |
| Description | Admissions, Student Life, Housing & Food Service. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 9727530 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 11535117 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 72401597 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | 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 | 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 | 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 | 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 | 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 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2286 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Theodore E Allen | NamePerson |
| Telephone Number | 5035542161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 N Meridian x6029 | AddressLine1 |
| City | Newberg | City |
| State | OR | State |
| ZIP Code | 97132 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Gordon L Crisman | |||||||
| Trustee Chair | 5 | X | X | 0 | 0 | 0 | |
| Deborah A Martin | |||||||
| Trustee Vice Chair | 5 | X | X | 0 | 0 | 0 | |
| David Woolsey | |||||||
| Trustee Secretary | 5 | X | X | 0 | 0 | 0 | |
| David Andersen | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Patricia Anderson | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Carrie Lamm Bishop | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Don G Carter | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Raymond Cheung | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Brenda R Coe | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Mike Delk | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Steve Fellows | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Angela Fogg | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Keith G Galitz | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Scott Gratsinger | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| David Green | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Dale W Hadley | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Paula Kinney | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Jim Le Shana | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Heather Lewis | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Robert G Monroe | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Stanley D Morse | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Charles E Mylander | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Jackson H Newell | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Barbara D Palmer | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Brent Peterson | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Victor A Peterson | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Adam Puckett | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Gloria Schwindt | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Truman Stone | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Stephen M Tatone | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Kent L Thornburg | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| William B Wilson | |||||||
| Trustee | 5 | X | 0 | 0 | 0 | ||
| Robin Baker | |||||||
| President | 50 | X | 250016 | 0 | 41620 | ||
| G Michael Goins | |||||||
| VP for Financial Affairs/Treasurer | 50 | X | 135271 | 0 | 14168 | ||
| Patrick Allen | |||||||
| Provost | 50 | X | 124560 | 0 | 22810 | ||
| Rob Westervelt | |||||||
| VP for Marketing Communications | 50 | X | 111105 | 0 | 21959 | ||
| Brad Lau | |||||||
| VP for Student Life | 50 | X | 97403 | 0 | 21242 | ||
| Dale Seipp | |||||||
| VP for Enrollment Services | 50 | X | 95731 | 0 | 9132 | ||
| Fred Gregory | |||||||
| VP Univ Engagement | 50 | X | 74950 | 0 | 6998 | ||
| Theodore Allen | |||||||
| CFO Exec VP Finance | 50 | X | 72456 | 0 | 7365 | ||
| Linda Samek | |||||||
| Dean School of Education | 40 | 115446 | 0 | 15972 | X | ||
| Mary Peterson | |||||||
| Assoc Prof Grad Psychology | 40 | 110088 | 0 | 11308 | X | ||
| Dirk Barram | |||||||
| Dean School of Business | 40 | 109464 | 0 | 15302 | X | ||
| Hank Helsabek | |||||||
| Dean School of Arts and Sciences | 40 | 108718 | 0 | 21625 | X | ||
| Robert Harder | |||||||
| Professor Mechanical Engineering | 40 | 105021 | 0 | 10349 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1510229 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 219850 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | 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 |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 1000 West Temple St | Los Angeles | CA | 900740196 | Food Service Contractor | 3084622 |
| ROBERT GRAY PARTNERS | |||||
| PO Box 1000 | Sherwood | OR | 97140 | Building contractor | 424631 |
| ASTRO TURF | |||||
| 809 Kenner St | Dalton | GA | 30721 | athletic field contractor | 316480 |
| LAMAR COMPANIES | |||||
| PO Box 96030 | Baton Rouge | LA | 70896 | advertising | 272451 |
| GOOGLE INC | |||||
| PO Box 39000 | San Francisco | CA | 94139 | Advertising | 202979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 6458711 | AllOtherContributions |
| Noncash Contributions | 72211 | NoncashContributions |
| Total Contributions | 6458711 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Student Tuition & Fees | 611310 | 71189289 | 71189289 | 0 | $0 |
| Auxilliary Enterprises | 611310 | 10971184 | 10971184 | 0 | $0 |
| SEOG and Federal Workstudy Grants | 611310 | 508204 | 508204 | 0 | $0 |
| Bookstore, Net of expenses | 611310 | 55729 | 0 | 0 | $55,729 |
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 | 82724406 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 639668 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $639,668 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| 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 |
Royalties Revenue RoyaltiesRevenue
| 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9300 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7018 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2282 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2282 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,282 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11287124 | Securities |
| Other | 488350 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11634730 | Securities |
| Other | 480426 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -347606 | Securities |
| Other | 7924 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -339682 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$339,682 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Activity Fees and other Income | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 85027 | TotalRevenueColumn |
| Related Or Exempt Function Income | 85027 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| 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 Other Revenue | 85027 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89570412 | TotalRevenueColumn |
| Related Or Exempt Function Income | 82753704 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $357,997 | 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 | 22902463 | Total |
| Program Services | 22902463 | 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 | 931991 | Total |
| Program Services | 314211 | ProgramServices |
| Management And General | 481776 | ManagementAndGeneral |
| Fundraising | 136004 | 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 | 29792058 | Total |
| Program Services | 25673699 | ProgramServices |
| Management And General | 3615046 | ManagementAndGeneral |
| Fundraising | 503313 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1857498 | Total |
| Program Services | 1547248 | ProgramServices |
| Management And General | 267258 | ManagementAndGeneral |
| Fundraising | 42992 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7043484 | Total |
| Program Services | 3634187 | ProgramServices |
| Management And General | 3291352 | ManagementAndGeneral |
| Fundraising | 117945 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2045667 | Total |
| Program Services | 1662151 | ProgramServices |
| Management And General | 340042 | ManagementAndGeneral |
| Fundraising | 43474 | 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 | 64341 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 64341 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89326 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 89326 | 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 | 3853301 | Total |
| Program Services | 3678385 | ProgramServices |
| Management And General | 127624 | ManagementAndGeneral |
| Fundraising | 47292 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 805954 | Total |
| Program Services | 45041 | ProgramServices |
| Management And General | 752420 | ManagementAndGeneral |
| Fundraising | 8493 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3523418 | Total |
| Program Services | 2834334 | ProgramServices |
| Management And General | 666945 | ManagementAndGeneral |
| Fundraising | 22139 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485391 | Total |
| Program Services | 60121 | ProgramServices |
| Management And General | 425270 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2295225 | Total |
| Program Services | 2172597 | ProgramServices |
| Management And General | 64686 | ManagementAndGeneral |
| Fundraising | 57942 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2693189 | Total |
| Program Services | 2516346 | ProgramServices |
| Management And General | 146932 | ManagementAndGeneral |
| Fundraising | 29911 | 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 | 583761 | Total |
| Program Services | 437188 | ProgramServices |
| Management And General | 31852 | ManagementAndGeneral |
| Fundraising | 114721 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1409453 | Total |
| Program Services | 581229 | ProgramServices |
| Management And General | 828224 | ManagementAndGeneral |
| Fundraising | 0 | 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 | 2909527 | Total |
| Program Services | 2909527 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300830 | Total |
| Program Services | 218813 | ProgramServices |
| Management And General | 79872 | ManagementAndGeneral |
| Fundraising | 2145 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Equip Rental & Maintenance | 603563 | 185095 | 418466 | 2 |
| Printing & Publications | 631579 | 429543 | 148460 | 53576 |
| Memberships & Honoraria | 1000025 | 479027 | 516408 | 4590 |
| Recruiting & Moving | 99122 | 70908 | 28214 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -275774 | Total |
| Program Services | 49484 | ProgramServices |
| Management And General | -425544 | ManagementAndGeneral |
| Fundraising | 100286 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85645392 | Total |
| Program Services | 72401597 | ProgramServices |
| Management And General | 11958970 | ManagementAndGeneral |
| Fundraising | 1284825 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4025366 | BOY |
| EOY | 2012348 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1369162 | BOY |
| EOY | 1000674 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1033443 | BOY |
| EOY | 3316944 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1637967 | BOY |
| EOY | 1845575 | 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 | 2136789 | BOY |
| EOY | 1821977 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145292 | BOY |
| EOY | 97672 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1730690 | BOY |
| EOY | 3821232 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 112166184 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 45867670 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66434439 | BOY |
| EOY | 66298514 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21437858 | BOY |
| EOY | 20873966 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130328 | BOY |
| EOY | 130330 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1064508 | BOY |
| EOY | 1024215 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101145842 | BOY |
| EOY | 102243447 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4246996 | BOY |
| EOY | 4016833 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1816613 | BOY |
| EOY | 2077592 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19280000 | BOY |
| EOY | 19280000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6435082 | BOY |
| EOY | 4972143 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6745138 | BOY |
| EOY | 9254893 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38523829 | BOY |
| EOY | 39601461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41051759 | BOY |
| EOY | 38642052 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6302750 | BOY |
| EOY | 7780147 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15267504 | BOY |
| EOY | 16219787 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62622013 | BOY |
| EOY | 62641986 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101145842 | BOY |
| EOY | 102243447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3925020 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3905047 | 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 D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 101725 | 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 |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18617884 | BeginningOfYearBalance |
| Contributions | 1032161 | Contributions |
| Investment Earnings Or Losses | -790167 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 822394 | GrantsOrScholarships |
| Other Expenditures | -240 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 18037724 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16739357 | BeginningOfYearBalance |
| Contributions | 334770 | Contributions |
| Investment Earnings Or Losses | 2487260 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 968115 | GrantsOrScholarships |
| Other Expenditures | -24612 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 18617884 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16045963 | BeginningOfYearBalance |
| Contributions | 115193 | Contributions |
| Investment Earnings Or Losses | 1570484 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 944540 | GrantsOrScholarships |
| Other Expenditures | 47743 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 16739357 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20514909 | BeginningOfYearBalance |
| Contributions | 107128 | Contributions |
| Investment Earnings Or Losses | -3538173 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 745083 | GrantsOrScholarships |
| Other Expenditures | 292818 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 16045963 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.87 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08 | 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 | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13054786 | OtherCostOrOtherBasis |
| Book Value | 13054786 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 66857119 | OtherCostOrOtherBasis |
| Depreciation | 23822400 | Depreciation |
| Book Value | 43034719 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3271723 | OtherCostOrOtherBasis |
| Depreciation | 1927891 | Depreciation |
| Book Value | 1343832 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 23655729 | OtherCostOrOtherBasis |
| Depreciation | 20117379 | Depreciation |
| Book Value | 3538350 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5326827 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 5326827 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 66298514 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Actuarial Liability for Annuities, Trusts, Other | $3,900,265 |
| Interest Rate Swap Liability | $5,354,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9254893 | TotalOfAmounts |
| Total Revenue | 89570412 | TotalRevenue |
| Total Expenses | 85645392 | TotalExpenses |
| Excess Or Deficit For Year | 3925020 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3905047 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | -3905047 | TotalAdjustments |
| Excess Or Deficit Per FS | 19973 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 62805042 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3905047 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -22902463 | OtherRevenues |
| Revenue Not Rptd F990 | -26807510 | RevenueNotRptdF990 |
| Revenue Subtotal | 89612552 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -42140 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -42140 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 89570412 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 62785069 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 42140 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 42140 | ExpensesNotRptdF990 |
| Expenses Subtotal | 62742929 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 22902463 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 22902463 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 85645392 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | Art items are used in teaching, & the ancient manuscripts are a part of an ongoing project to preserve ancient manuscripts for posterity and to provide the scanned documents for scholarship. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The university's endowment funds provide scholarship funds as well as operating revenue for specific programs. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The University recognizes the tax benefit from uncertain tax position only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The University had no unrecognized tax benefits at June 30, 2012 and 2011. The University recognizes interest accrued and penalties related to unrecognized tax benefits as an administrative expense. During the years ended June 30, 2012 and 2011, the University recognized no interest and penalties. The University files an exempt organization income tax return and an unrelated business income tax return in the U.S. federal jurisdiction and a copy with the states of California, Idaho, Oregon and Washington. The appropriate state returns are also filed for any unrelated business income. With few exceptions, the University is no longer subject to U.S. federal or state/local income tax examinations by tax authorities for years before 2007. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Financial Aid is netted with Tuition income on the audited financial statements |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Rental expenses & bookstore expenses are reported with income. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Bookstore & rental expenses |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Financial Aid expenditures recorded in Net Tuition on audited financials |
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 | Our non-discrimination policy is published annually in the Portland Oregonian newspaper in conjunction with the Oregon Independent College Foundation. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | George Fox University recieves Title IV for SEOG, federal work study, and perkins loans. GFU also administers grants with the NSF. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Admission counseling | SpecificServicesProvided |
| Total Expenditures | 30000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Total Amount Spent | 30000 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Academic Scholarships | 1060 | 6966904 | 0 | Us dollars | |
| Performance Grants | 122 | 196000 | 0 | Us dollars | |
| SEOG Grants | 354 | 204281 | 0 | US dollars | |
| Designated & Endowed Scholarships | 575 | 619240 | 0 | US dollars | |
| Other Scholarships & work study awards | 2484 | 14580589 | 335450 | US dollars; room & board charges | room & board charges |
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 | The philosophy of student aid is to provide access and choices to students, who without financial assistance would not be able to attend an institution of higher learning. The Executive Director of Student Financial Services is responsible for establishing Institutional policy development surrounding the delivery of financial assistance. Policy development adheres to federal and state laws and regulations as well as to the mission of the University. When appropriate, Financial Aid policy is reported to and approved by the Vice President of Enrollment Services. These policy changes also involve the Vice President of Financial Affairs. The primary purpose of a collegiate financial aid program should be to provide financial assistance to accepted students who, without such aid, would be unable to attend that university. Each university has an obligation to assist in realizing the national goal of equality of educational opportunity. The University, therefore, should work with schools, community groups, and other educational institutions in support of this goal. Parents are expected to contribute according to their means, taking into account their income, assets, number of dependents, and other relevant information. Students themselves are expected to contribute from their own assets and earnings, including appropriate borrowing against future earnings. Need-based financial aid should be offered only after determination that the resources of the family are insufficient to meet the student's educational expenses. The amount of need-based aid offered should not exceed the amount needed to meet the difference between the student's total educational expenses and the family's resources. The amount and type of self-help expected from students should be related to the circumstances of the individual. In the assignment of funds to those students designated to receive financial aid, the largest amounts of total grant assistance should go to students with the least ability to pay. The university should review its financial assistance awards annually and adjust them, if necessary, to reflect changes in the financial needs of students and the expenses of attending the institution. The university has an obligation to inform students and parents of the financial aid renewal policies for enrolled students at the time of the initial offer of financial assistance. Because the amount of financial assistance awarded reflects the economic circumstances of students and their families as well as available funding, the university should refrain from any public announcement of the amount of aid offered and encourage students, their secondary schools, and others to respect the confidentiality of this information. Selection of students to receive financial aid will be made without regard to age, sex, race, color, religion, national origin, disability or marital status. Priority consideration for aid is given to students whose files are complete by March 1 of each year. The institution will package each student according to the matrix need assigned the student. This determination is made by the award year the student will enter. Once the matrix year is determined the student is awarded a percentage of his or her (FAFSA) need with federal, state and institutional aid. The student is then awarded Work study followed with Perkins loan, Stafford (subsidized or unsubsidized) loan and the PLUS loan. Aid is "frozen" from one year to the next. In extreme instances as defined by the SFS Office, the amount of grant money may be increased. Honors scholarships are awarded based on the high school GPA and either the SAT or ACT scores. Students will continue to receive the scholarship as long as a continuation cumulative GPA is maintained. Award letters are mailed to the student whenever there is a change to the financial aid award and the change affects federal or state awards. | 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 |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | Robin Baker | NamePerson |
| Base Compensation Filing Org | 225016 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 25000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 5000 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 36620 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 291636 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The president is required to live in the president's house. A university owned car is made available for business use. In order to enhance the influence of GFU in the local community, Arlington Club dues are paid for the president. The Arlington Club provides a forum for networking within the business community to find people interested in investing time and resources in higher education. Only required spousal travel is paid for the president. GFU promotes family values and it is expected on some, but not all, trips that the president's wife will accompany him. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yamhill County Oregon | BusinessNameLine1 |
| Business Name Line2 | Series 2005A George Fox University Project | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 936002318 | IssuerEIN |
| CUSIP Number | 98464TAA7 | CUSIPNumber |
| Date Issued | 2005-05-26 | DateIssued |
| Issue Price | 19280000 | IssuePrice |
| Description Of Purpose | Capital projects and re-finance | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 20180824 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 367310 | IssuanceCostsFromProceeds |
| Credit Enhancement | 42371 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 13596398 | CapitalExpenditures |
| Other Spent Proceeds | 6174745 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America Merrill Lynch | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchK_P02_S00_L03 | Schedule K, Part II, Line 3 | The excess of the amounmt on Part II, Line 3 over the amount on Part I, line A(e) is attributable to investment proceeds. |
| SchK_P02_S00_L11 | Schedule K, Part II, Line 11 | Advance refund a bond issued prior to 2002. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1430 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | donor valuation | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15352 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV broker | 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 | Equipment | 6 | 8474 | donor valuation |
| X | Donated items for events | 48 | 26359 | donor valuation |
| X | Office furnishings | 8 | 2914 | donor valuation |
| X | Building and landscaping materials | 3 | 2005 | donor valuation |
| 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | Our investment brokerage firm sells any gifts of securities immediately for us. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The finance office staff prepares the 990. It is reviewed by the controller & CFO before filing. This return was reviewed by our external audit firm additionally. The Board of Trustees Finance Committee reviews the 990 after it is filed at their next meeting. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | All employees & Board of Trustee members are required to complete a new Conflict of Interest form each year. These records are monitored and reviewed by the Associate Director of Human Resources. The forms are maintained in the Human Resources department. Periodically during the time-frame that these the forms are sent to employees, the Associate Director sends out additional requests to those that have not completed the forms. This includes contacting employees' supervisors when necessary. If a conflict of interest or potential conflict of interest is notated on a form by the employee, the Director of Human Resources reviews it. If more information is needed, she contacts the employee. If, in the Director's judgment, it is deemed not to be a conflict of interest, the form is filed and no further action is taken. If a conflict of interest or potential conflict of interest exists, the Director gives the form to the EVP for Finance and Operations to review. If necessary, the EVP then contacts the employee or the head of the department that might be impacted by the conflict of interest (if it is an outside business the university might contract with for services or products) to ensure that sound business practices continue to be followed in selecting vendors, etc. Any employees or board members with conflicts will be prohibited from any deliberations and decisions related to the conflict of interest. If a conflict of interest or potential conflict of interest is notated on a form by the employee, the Director of Human Resources reviews it. If more information is needed, she contacts the employee. If, in the Director's judgment, it is deemed not to be a conflict of interest, the form is filed and no further action is taken. If a conflict of interest or potential conflict of interest exists, the Director gives the form to the EVP for Finance and Operations to review. If necessary, the EVP then contacts the employee or the head of the department that might be impacted by the conflict of interest (if it is an outside business the university might contract with for services or products) to ensure that sound business practices continue to be followed in selecting vendors, etc. Any employees or board members with conflicts will be prohibited from any deliberations and decisions related to the conflict of interest. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Key employees and top offical salaries are reviewed and approved by the Board of Trustees after review of data from comparable schools. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Our conflict of interest policy and governing documents are evailable on our website. We do not make public our financial statements. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized losses on investments 990,929; Unrealized loss on the Interest Rate Swap Liability 2,614,583; Present Value of Annuities & Trusts 299,535. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Form 8868 was filed on 10/1/12 extending the due date to 2/15/13. | Explanation |