STEPHENS COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENS COLLEGE (EIN 43-0670936)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-04-15
- IRS object ID
- 201331059349300433
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-15T12:46:27-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431126847 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS-KEEPERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 WEST BROADWAY SUITE 100 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65203 | 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 | 430670936 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENS COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEP | NameControl |
| Phone | 5738767105 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E BROADWAY CAMPUS BOX 2006 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANNE LYNCH | Name |
| Title | PRESIDENT | Title |
| Phone | 5738767105 | Phone |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN C SMITH | Name |
| PTIN | P00048938 | PTIN |
| Phone | 5734426171 | Phone |
| 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 | DIANNE LYNCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E BROADWAY CAMPUS BOX 2006 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28783120 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STEPHENS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1833 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE TRADITIONAL AND NONTRADITIONAL STUDENTS OPPORTUNITIES TO EARN UNDERGRADUATE AND GRADUATE DEGREES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1508 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 571209 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -22820 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4511286 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4717976 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25445200 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24001802 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 31113 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8720 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14535 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7924 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30002134 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28736422 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9423319 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8279380 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9177215 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10162704 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 19928 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 74560 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 685071 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11034861 | OtherExpensePriorYear |
| Other Expenses Current Year | 10377133 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29655323 | TotalExpensesPriorYear |
| Total Expenses Current Year | 28893777 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 346811 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -157355 | RevenuesLessExpensesCY |
| Total Assets BOY | 34056961 | TotalAssetsBOY |
| Total Assets EOY | 33813016 | TotalAssetsEOY |
| Total Liabilities BOY | 14315049 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15016846 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19741912 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18796170 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HISTORICALLY COMMITTED TO MEETING THE CHANGING NEEDS OF WOMEN, STEPHENS COLLEGE ENGAGES STUDENTS IN AN INNOVATIVE EDUCATIONAL EXPERIENCE FOCUSED ON PRE-PROFESSIONAL FIELDS AND THE PERFORMING ARTS AND GROUNDED IN THE LIBERAL ARTS. GRADUATES OF STEPHENS ARE CAREER-READY WOMEN OF DISTINCTION, CONNECTED THROUGH A SUPPORTIVE NETWORK OF ALUMNAE ACROSS THE WORLD, CONFIDENT IN THEMSELVES, AND INSPIRED BY OUR TRADITION OF THE TEN IDEALS AS CORE VALUES THAT ENRICH WOMEN'S LIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 25106704 | Expense |
| Grants | 8279380 | Grants |
| Revenue | 23430593 | Revenue |
| Description | INSTRUCTION & RELATED EDUCATIONAL AND GENERAL EXPENSES OF MORE THAN 1,000 FULL-TIME & PART-TIME STUDENTS. | Description |
| Total Program Service Expense | 25106704 | 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 | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 |
| Number Forms Transmitted With1096 | 86 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1508 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | JOSH HENGGELER DIRECTOR OF ACCOUNTING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5738762338 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 EAST BROADWAY BOX 2006 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 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 |
|---|---|---|---|---|---|---|---|
| PRIYA AVULA-BATCHU | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANE BENSUSSEN | |||||||
| SECRETARY TO THE BOARD/TRU | 1.00 | X | 0 | 0 | 0 | X | |
| GAYLE BENTSEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANICE DURRETT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BEVERLY FOGLE | |||||||
| VICE CHAIR/TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |
| RAYMOND SCOTT HEMBREE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SARA JANE JOHNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NIKKI KRAWITZ | |||||||
| TREASURER TO THE BOARD/TRU | 1.00 | X | 0 | 0 | 0 | X | |
| TERESA MALEDY | |||||||
| CHAIR OF THE BOARD/TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |
| JANE MARCUS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DONNA MARSHALL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JULIA MULLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH LIBBY REID | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VICKI RUSSELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RON SHERGA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HENRY HANK WATERS III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LYNDA WEBSTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANITA PARRAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRITTANY MORGAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CAROLYN KUTTENKULER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SARA CROSBY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTY POWELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK TAYLOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DIANNE LYNCH | |||||||
| PRESIDENT | 40.00 | 260923 | 0 | 26095 | X | ||
| LINDI OVERTON | |||||||
| VP OF FINANCE AND ADMINIST | 40.00 | 101468 | 0 | 2743 | X | ||
| MARY HASSINGER | |||||||
| VP ACADEMIC AFFAIRS | 40.00 | 101855 | 0 | 5874 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 464246 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34712 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 1350007 | RelatedOrganizations |
| Government Grants | 150114 | GovernmentGrants |
| All Other Contributions | 3217855 | AllOtherContributions |
| Noncash Contributions | 85262 | NoncashContributions |
| Total Contributions | 4717976 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 900099 | 18864640 | 18864640 | |
| RESIDENCE HALL FEES | 721000 | 1942474 | 1942474 | |
| FOOD SERVICE INCOME | 722320 | 1591425 | 1591425 | |
| OTHER PROGRAM RELATED | 611710 | 1021784 | 1021784 | |
| CONFERENCE AND VISITOR | 721000 | 581479 | 10270 | 571209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24001802 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12647 | TotalRevenueColumn |
| Exclusion | $12,647 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7924 | TotalRevenueColumn |
| Exclusion | $7,924 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12399 | Securities |
| Other | 30372 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17838 | Securities |
| Other | 28860 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5439 | Securities |
| Other | 1512 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3927 | TotalRevenueColumn |
| Exclusion | -$3,927 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28736422 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23430593 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 571209 | UnrelatedBusinessRevenue |
| Exclusion | $16,644 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8279380 | Total |
| Program Services | 8279380 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399961 | Total |
| Management And General | 399961 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8489254 | Total |
| Program Services | 6270661 | ProgramServices |
| Management And General | 1884080 | ManagementAndGeneral |
| Fundraising | 334513 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55124 | Total |
| Program Services | 41570 | ProgramServices |
| Management And General | 11445 | ManagementAndGeneral |
| Fundraising | 2109 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576889 | Total |
| Program Services | 406030 | ProgramServices |
| Management And General | 142972 | ManagementAndGeneral |
| Fundraising | 27887 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 641476 | Total |
| Program Services | 434368 | ProgramServices |
| Management And General | 183469 | ManagementAndGeneral |
| Fundraising | 23639 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15151 | Total |
| Management And General | 15151 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60718 | Total |
| Management And General | 60718 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74560 | Total |
| Fundraising | 74560 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2688362 | Total |
| Program Services | 2298393 | ProgramServices |
| Management And General | 389969 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237729 | Total |
| Program Services | 227369 | ProgramServices |
| Management And General | 10360 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1518871 | Total |
| Program Services | 888959 | ProgramServices |
| Management And General | 519006 | ManagementAndGeneral |
| Fundraising | 110906 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1987213 | Total |
| Program Services | 649604 | ProgramServices |
| Management And General | 1337609 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232573 | Total |
| Program Services | 142685 | ProgramServices |
| Management And General | 43471 | ManagementAndGeneral |
| Fundraising | 46417 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413972 | Total |
| Program Services | 209066 | ProgramServices |
| Management And General | 193052 | ManagementAndGeneral |
| Fundraising | 11854 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1631141 | Total |
| Program Services | 1570625 | ProgramServices |
| Management And General | 53012 | ManagementAndGeneral |
| Fundraising | 7504 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277558 | Total |
| Management And General | 277558 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PLANT ALLOCATION | 0 | 3194089 | -3209349 | 15260 |
| OTHER EXPENSES | 515770 | 337142 | 148206 | 30422 |
| NON-CAPITAL EQUIPMENT | 324826 | 126013 | 198813 | |
| BAD DEBT/COLLECTION EXP | 268082 | 268082 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205167 | Total |
| Program Services | 30750 | ProgramServices |
| Management And General | 174417 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28893777 | Total |
| Program Services | 25106704 | ProgramServices |
| Management And General | 3102002 | ManagementAndGeneral |
| Fundraising | 685071 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252730 | BOY |
| EOY | 9299 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1936133 | BOY |
| EOY | 4772645 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1588440 | BOY |
| EOY | 961826 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117949 | BOY |
| EOY | 294939 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2194559 | BOY |
| EOY | 2849344 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179006 | BOY |
| EOY | 188665 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49593015 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29955610 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20339589 | BOY |
| EOY | 19637405 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6097311 | BOY |
| EOY | 3839018 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55521 | BOY |
| EOY | 55521 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196757 | BOY |
| EOY | 1110886 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98966 | BOY |
| EOY | 93468 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34056961 | BOY |
| EOY | 33813016 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1004731 | BOY |
| EOY | 958204 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 997556 | BOY |
| EOY | 1020584 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309115 | BOY |
| EOY | 1048432 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9487939 | BOY |
| EOY | 9379314 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2515708 | BOY |
| EOY | 2610312 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14315049 | BOY |
| EOY | 15016846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11775167 | BOY |
| EOY | 11826857 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2437415 | BOY |
| EOY | 1460442 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5529330 | BOY |
| EOY | 5508871 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19741912 | BOY |
| EOY | 18796170 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34056961 | BOY |
| EOY | 33813016 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -157355 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -788387 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5120922 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 225183 | InvestmentEarningsOrLosses |
| Other Expenditures | 161375 | OtherExpenditures |
| Administrative Expenses | 450 | AdministrativeExpenses |
| End Of Year Balance | 5184280 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5296672 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 346599 | InvestmentEarningsOrLosses |
| Other Expenditures | 326353 | OtherExpenditures |
| Administrative Expenses | 845 | AdministrativeExpenses |
| End Of Year Balance | 5316073 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5219478 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 394798 | InvestmentEarningsOrLosses |
| Other Expenditures | 317604 | OtherExpenditures |
| End Of Year Balance | 5296672 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5600471 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 255529 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5856000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 348258 | OtherCostOrOtherBasis |
| Book Value | 348258 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38808156 | OtherCostOrOtherBasis |
| Depreciation | 23143577 | Depreciation |
| Book Value | 15664579 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2332632 | OtherCostOrOtherBasis |
| Depreciation | 1437027 | Depreciation |
| Book Value | 895605 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8103969 | OtherCostOrOtherBasis |
| Depreciation | 5375006 | Depreciation |
| Book Value | 2728963 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19637405 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY AND LIFE INCOME OBLIGATIONS | $25,485 |
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $2,584,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2610312 | TotalOfAmounts |
| Total Revenue | 28736422 | TotalRevenue |
| Total Expenses | 28893777 | TotalExpenses |
| Excess Or Deficit For Year | -157355 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 213652 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -995714 | PriorPeriodAdjustments |
| Other | -$6,325 | OtherAmount |
| Total Adjustments | -788387 | TotalAdjustments |
| Excess Or Deficit Per FS | -945742 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20664369 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 213652 | NetUnrealizedGainsInvestments |
| Other Revenues | -6325 | OtherRevenues |
| Revenue Not Rptd F990 | 207327 | RevenueNotRptdF990 |
| Revenue Subtotal | 20457042 | RevenueSubtotal |
| Other Revenues Not Included | 8279380 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8279380 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28736422 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20614397 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20614397 | ExpensesSubtotal |
| Other Expenses Not Included | 8279380 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 8279380 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 28893777 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE COLLEGE HAS ADOPTED AN INVESTMENT AND SPENDING POLICY FOR ENDOWMENT FUNDS THAT ATTEMPTS TO PROVIDE A REASONABLE AND PREDICTABLE STREAM OF FUNDING TO SUPPORT CURRENT OPERATIONS, FOR PURPOSES SUCH AS SCHOLARSHIPS AND EXPENDITURES FOR PROGRAMS, WHILE MAINTAINING THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FINANCIAL STATEMENTS, WHICH WERE AUDITED FOR THE PERIOD ENDING MAY 31, 2012, ON A CONSOLIDATED BASIS WITH THE STEPHENS COLLEGE ENDOWMENT FOUNDATION, INCLUDED THE FOLLOWING DISCLOSURE - "THE COLLEGE'S FORM 990 AND TAXABLE STATUS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR OPEN TAX YEARS, WHICH AS OF THE DATE OF THIS REPORT ARE THE YEARS ENDED MAY 31, 2009 THROUGH 2012. INTEREST AND PENALTIES INCURRED, IF ANY, RELATED TO ANNUAL FORM 990 OR UNRELATED BUSINESS INCOME TAX FILINGS ARE REPORTED WITHIN MANAGEMENT AND GENERAL EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES." |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST -6,325. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST -6,325. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL-FUNDED FINANCIAL AID 7,364,215. DONOR-FUNDED FINANCIAL AID 915,165. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INSTITUTIONAL-FUNDED FINANCIAL AID 7,364,215. DONOR-FUNDED FINANCIAL AID 915,165. | |
| PART V, LINE 1A - THE BEGINNING BALANCE HAS BEEN ADJUSTED THIS YEAR TO TAKE INTO ACCOUNT A PRIOR PERIOD ADJUSTMENT FOR RESTATEMENT OF THE VALUE OF CERTAIN INVESTMENTS HELD BY THE ENDOWMENT FUND. |
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 POLICY STATES IN PART THAT STEPHENS COLLEGE DOES NOT DIS- CRIMINATE ON THE BASIS OF RACE, RELIGION, GEOGRAPHIC ORIGIN OR HANDICAP IN THE ADMINISTRATION OF ITS EDUCATIONAL & ADMISSION POLICIES, SCHOLARSHIPS & LOANS, & OTHER COLLEGE PROGRAMS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE INSTITUTION RECEIVES FEDERAL ASSISTANCE FROM THE U.S. DEPARTMENT OF EDUCATION FOR STUDENT FINANCIAL AID UNDER THE PELL GRANT AND SUPPLEMENTARY EDUCATIONAL OPPORTUNITY GRANT. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILSON-BENNETT TECHNOLOGIES INC | ||||||||
| 140 PROFESSIONAL DR STE 2 | CABOT | AR | 72023 | PHONE SOLICITATION | 0 | 61492 | 12693 | 48799 |
| PURSUANT | ||||||||
| PO BOX 203421 | DALLAS | TX | 753203421 | EMAIL SOLICITATION | 0 | 42341 | 61867 | -19526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 103833 | TotalGrossReceipts |
| Total Retained By Contractors | 74560 | TotalRetainedByContractors |
| Total Net To Organization | 29273 | TotalNetToOrganization |
| Licensed States | MO | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| INSTITUTIONAL FUNDED FINANCIAL AID FOR STUDENTS ATTENDING STEPHENS COLLEGE | 414 | 7364215 |
| DONOR FUNDED FINANCIAL AID FOR STUDENTS ATTENDING STEPHENS COLLEGE | 113 | 915165 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE COLLEGE BASES AWARDS ON FINANCIAL AID BY SEVERAL CRITERIA; MERIT, NEED, PERFORMANCE, EMPLOYEE DISCOUNT, ATHLETIC, FEDERAL FUNDED AND OTHER AID. ONLY STUDENTS CURRENTLY ENROLLED IN CLASSSES ARE AWARDED AID. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| 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 | DIANNE LYNCH | NamePerson |
| Base Compensation Filing Org | 260923 | 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 | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 26095 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 287018 | 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) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | DISCRETIONARY SPENDING ACCOUNT: THE DISCRETIONARY SPENDING ACCOUNT IS FOR COLLEGE EXPENSES AND ONLY FOR DONATIONS RECEIVED THAT ARE RESTRICTED TO THE PRESIDENTIAL DISCRETIONARY ACCOUNT. THE PRESIDENT IS PROVIDED WITH A HOUSE ON CAMPUS WHERE RECEPTIONS, MEETINGS AND EVENTS ARE HELD. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 115661 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE OF HIGH AND LOW | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | HORSES | Description |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NORMALLY $500 PER HORSE | MethodOfDeterminingRevenues |
| 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 | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION HAS AN ACCOUNT WITH UBS THAT IS USED TO ACCEPT AND SELL STOCK GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VICKI RUSSELL AND HENRY WATERS III - FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS MADE AVAILABLE TO ALL TRUSTEES. THE FORM 990 IS FORMALLY REVIEWED BY THE FINANCE COMMITTEE BEFORE SUBMISSION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN MANAGEMENT KNOWS OF A CONFLICT OF INTEREST, MANAGEMENT AGGRESSIVELY MONITORS PAYMENTS MADE TO AND TRANSACTIONS WITH THE ENTITIES IN QUESTION. | |
| PRESIDENT DIANNE LYNCH'S SALARY WAS MOST RECENTLY DETERMINED AND APPROVED IN MAY 2009 USING COMPARABILITY DATA COMPILED BY AN OUTSIDE CONSULTANT AS WELL AS THE COLLEGE'S ATTORNEY. NO CHANGES HAVE TAKEN PLACE SINCE THAT TIME. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE STEPHENS COLLEGE WEBSITE. THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST FROM THE PRESIDENT'S OFFICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 213,652. PRIOR PERIOD ADJUSTMENTS: -995,714. CHANGE IN SPLIT INTEREST -6,325. TOTAL TO FORM 990, PART XI, LINE 5: -788,387. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENS COLLEGE ENDOWMENT FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 EAST BROADWAY | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201117521 | EIN |
| Primary Activities | TO RECEIVE, INVEST, AND MANAGE ENDOWMENT FUNDS FOR STEPHENS COLLEGE. | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENS COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| 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 | 0 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| STEPHENS COLLEGE ENDOWMENT FOUNDATION | ||
| C | 1350007 | ACTUAL |
| STEPHENS COLLEGE ENDOWMENT FOUNDATION | ||
| J | 540921 | ACTUAL |
| STEPHENS COLLEGE ENDOWMENT FOUNDATION | ||
| Q | 147197 | ACTUAL |
| STEPHENS COLLEGE ENDOWMENT FOUNDATION | ||
| D | 654785 | ACTUAL |
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