OTTAWA UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OTTAWA UNIVERSITY (EIN 48-0543772)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-04
- IRS object ID
- 201340639349300609
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-04T11:31:02-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480543772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTTAWA UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % NOELLE M TESTA | InCareOfName |
| Name Control | OTTA | NameControl |
| Phone | 7852482382 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 S CEDAR | AddressLine1 |
| City | OTTAWA | City |
| State | KS | State |
| ZIP Code | 66067 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J CLARK RIBORDY | Name |
| Title | VP FOR ADMINISTRATION & CFO | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Engle | Name |
| Phone | 8162216300 | 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 | KEVIN EICHNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 S CEDAR STE 20 | AddressLine1 |
| City | OTTAWA | City |
| State | KS | State |
| ZIP Code | 66067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 61568286 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ottawa.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1865 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF OTTAWA UNIVERSITY IS TO PROVIDE THE HIGHEST QUALITY LIBERAL ARTS AND PROFESSIONAL EDUCATION IN A CARING, CHRIST-CENTERED COMMUNITY OF GRACE WHICH INTEGRATES FAITH, LEARNING AND LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1187 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1877817 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4455242 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 44764411 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 46211546 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 435904 | InvestmentIncomePriorYear |
| Investment Income Current Year | 408555 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 582579 | OtherRevenuePriorYear |
| Other Revenue Current Year | 761254 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47660711 | TotalRevenuePriorYear |
| Total Revenue Current Year | 51836597 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6387453 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7446420 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 24095389 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25467423 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1009377 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16074661 | OtherExpensePriorYear |
| Other Expenses Current Year | 16688908 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 46557503 | TotalExpensesPriorYear |
| Total Expenses Current Year | 49602751 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1103208 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2233846 | RevenuesLessExpensesCY |
| Total Assets BOY | 49900967 | TotalAssetsBOY |
| Total Assets EOY | 50632052 | TotalAssetsEOY |
| Total Liabilities BOY | 30237683 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29038864 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19663284 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21593188 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 34808947 | Expense |
| Grants | 7446420 | Grants |
| Revenue | 46211546 | Revenue |
| Description | OTTAWA UNIVERSITY STRIVES TO PROVIDE THE HIGHEST QUALITY LIBERAL ARTS AND PROFESSIONAL EDUCATION IN A CARING, CHRIST-CENTERED COMMUNITY OF GRACE INTEGRATING FAITH, LEARNING AND LIFE. | Description |
| Total Program Service Expense | 34808947 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7098 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1187 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NOELLE M TESTA | NamePerson |
| Telephone Number | 7852482382 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 S CEDAR STE 20 | AddressLine1 |
| City | OTTAWA | City |
| State | KS | State |
| ZIP Code | 66067 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID J GRUMMON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DR STANLEY L BETTIN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN H CASSIDY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LUCKY DEFRIES | |||||||
| TREASURER/TRUSTEE | 1.0 | X | 0 | 0 | 0 | X | |
| KARLA DYE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KEVIN EICHNER | |||||||
| PRESIDENT | 40.0 | X | 449913 | 0 | 29324 | X | |
| LARRY FELIX | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| BEVERLY FINK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GARY HAILES | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DR E EARL HAYS | |||||||
| SECRETARY/TRUSTEE | 1.0 | X | 0 | 0 | 0 | X | |
| JEFF L HULL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD JACKSON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| REV STEVE KAWIECKI | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DR MERCILE J LEE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WYNNDEE LEE | |||||||
| VICE CHAIR/TRUSTEE | 1.0 | X | 0 | 0 | 0 | X | |
| ANNE J MILLS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WAYNE M PAULSEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| L BLAINE RUSH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DR HENRY H SCHERICH | |||||||
| CHAIR/TRUSTEE | 1.0 | X | 0 | 0 | 0 | X | |
| GLENDA SCHMIDT | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DR WARREN R SMITH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DR JANICE R WISSMAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DR DAVID GREENHAW | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD MAACK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KENNETH BRAUN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN WILLIAMS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WILEY ANGELL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MICHAEL HETRICK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WAYNE DUDERSTADT | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOSEPH GREENHAW | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| STEVE HASTY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KATHLEEN MADDEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LAURA OWEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| BARRY PELTON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID SNYDER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PAMELA WOODWARD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DENNIS TYNER | |||||||
| VICE PRESIDENT | 40.0 | 140710 | 0 | 96582 | X | ||
| MARY DONNA LEVENE | |||||||
| VICE PRESIDENT | 40.0 | 112172 | 0 | 19251 | X | ||
| BRIAN SANDUSKY | |||||||
| VICE PRESIDENT | 40.0 | 189309 | 0 | 29548 | X | ||
| TERREL HAINES | |||||||
| VICE PRESIDENT | 40.0 | 147440 | 0 | 32175 | X | ||
| J CLARK RIBORDY | |||||||
| VICE PRESIDENT | 40.0 | 190639 | 0 | 32441 | X | ||
| PAUL BEAN | |||||||
| VICE PRESIDENT | 40.0 | 139596 | 0 | 47393 | X | ||
| BRIAN MESSER | |||||||
| VICE PRESIDENT | 40.0 | 166955 | 0 | 27046 | X | ||
| SHANE SMEED | |||||||
| VICE PRESIDENT | 40.0 | 42571 | 0 | 6657 | X | ||
| KIRK WESSEL | |||||||
| DEAN OF SCHOOL OF BUSINESS | 40.0 | 107074 | 0 | 16358 | X | ||
| RICHARD JOHNSON | |||||||
| COO | 40.0 | 104602 | 0 | 52465 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1790981 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 389240 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| ATT DATACOMM INC | |
| TELEPHONE SERVICES | 293597 |
| BAY PACIFICPHX CORP CTR LLC | |
| PROPERTY MGMT | 1048878 |
| CORE COMMUNICATIONS LLC | |
| COMMUNICATIONS | 100948 |
| LIBERTY PROP LTD PTRS | |
| PROPERTY MGMT | 247196 |
| BKD LLP | |
| CPA SERVICES | 105395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| All Other Contributions | 4455242 | AllOtherContributions |
| Total Contributions | 4455242 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition & Fees | 611600 | 42826414 | 42826414 |
| Auxiliary Enterprises | 611600 | 3385132 | 3385132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 46211546 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202213 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $202,213 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18775 | TotalRevenueColumn |
| Exclusion | $18,775 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9907713 | Securities |
| Other | 30318 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9730115 | Securities |
| Other | 1574 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177598 | Securities |
| Other | 28744 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 206342 | TotalRevenueColumn |
| Exclusion | $206,342 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Transcript Fees | 611710 | 29769 | $29,769 |
| Commissions | 541900 | 11092 | $11,092 |
| All Other Misc Revenue | 900099 | 701618 | $701,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 742479 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51836597 | TotalRevenueColumn |
| Related Or Exempt Function Income | 46211546 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,169,809 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7423720 | Total |
| Program Services | 7423720 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22700 | Total |
| Program Services | 22700 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2012835 | Total |
| Management And General | 2012835 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416574 | Total |
| Program Services | 416574 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18068402 | Total |
| Program Services | 15055989 | ProgramServices |
| Management And General | 2432986 | ManagementAndGeneral |
| Fundraising | 579427 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 642013 | Total |
| Program Services | 441210 | ProgramServices |
| Management And General | 178011 | ManagementAndGeneral |
| Fundraising | 22792 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2826146 | Total |
| Program Services | 1580983 | ProgramServices |
| Management And General | 1179423 | ManagementAndGeneral |
| Fundraising | 65740 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1501453 | Total |
| Program Services | 1172795 | ProgramServices |
| Management And General | 291386 | ManagementAndGeneral |
| Fundraising | 37272 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 921159 | Total |
| Program Services | 170269 | ProgramServices |
| Management And General | 724341 | ManagementAndGeneral |
| Fundraising | 26549 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100985 | Total |
| Management And General | 100985 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71842 | Total |
| Program Services | 80 | ProgramServices |
| Management And General | 71762 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19469 | Total |
| Management And General | 19469 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1363223 | Total |
| Program Services | 951215 | ProgramServices |
| Management And General | 400424 | ManagementAndGeneral |
| Fundraising | 11584 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2235463 | Total |
| Program Services | 21440 | ProgramServices |
| Management And General | 2200064 | ManagementAndGeneral |
| Fundraising | 13959 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1596972 | Total |
| Program Services | 338735 | ProgramServices |
| Management And General | 1179996 | ManagementAndGeneral |
| Fundraising | 78241 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680829 | Total |
| Program Services | 493983 | ProgramServices |
| Management And General | 168198 | ManagementAndGeneral |
| Fundraising | 18648 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3697920 | Total |
| Program Services | 2773440 | ProgramServices |
| Management And General | 924480 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 903024 | Total |
| Program Services | 636031 | ProgramServices |
| Management And General | 208481 | ManagementAndGeneral |
| Fundraising | 58512 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160667 | Total |
| Program Services | 48626 | ProgramServices |
| Management And General | 62285 | ManagementAndGeneral |
| Fundraising | 49756 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992722 | Total |
| Program Services | 655152 | ProgramServices |
| Management And General | 337570 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2234124 | Total |
| Program Services | 1668966 | ProgramServices |
| Management And General | 565158 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323500 | Total |
| Program Services | 64714 | ProgramServices |
| Management And General | 212672 | ManagementAndGeneral |
| Fundraising | 46114 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | 165321 | 1760 | 163561 | |
| EQUIPMENT RENTAL & MAINT | 312746 | 143622 | 169124 | |
| EDUCATION EXPENSE | 321800 | 203274 | 117911 | 615 |
| BAD DEBT EXPENSE | 64745 | 45304 | 19441 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522397 | Total |
| Program Services | 478365 | ProgramServices |
| Management And General | 43864 | ManagementAndGeneral |
| Fundraising | 168 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49602751 | Total |
| Program Services | 34808947 | ProgramServices |
| Management And General | 13784427 | ManagementAndGeneral |
| Fundraising | 1009377 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493588 | BOY |
| EOY | 1373400 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281901 | BOY |
| EOY | 2956212 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 785589 | BOY |
| EOY | 812812 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167217 | BOY |
| EOY | 187677 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563156 | BOY |
| EOY | 603270 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44183643 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24496480 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20120957 | BOY |
| EOY | 19687163 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22917649 | BOY |
| EOY | 21713103 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70000 | BOY |
| EOY | 70000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2834886 | BOY |
| EOY | 2697078 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666024 | BOY |
| EOY | 531337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49900967 | BOY |
| EOY | 50632052 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3588737 | BOY |
| EOY | 3722333 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 965857 | BOY |
| EOY | 1318156 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14275000 | BOY |
| EOY | 13470000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8144996 | BOY |
| EOY | 7495000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3263093 | BOY |
| EOY | 3033375 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30237683 | BOY |
| EOY | 29038864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7548368 | BOY |
| EOY | 8836362 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585297 | BOY |
| EOY | 594294 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11529619 | BOY |
| EOY | 12162532 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19663284 | BOY |
| EOY | 21593188 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49900967 | BOY |
| EOY | 50632052 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2233846 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -303942 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 60000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17259364 | BeginningOfYearBalance |
| Contributions | 784858 | Contributions |
| Investment Earnings Or Losses | 172659 | InvestmentEarningsOrLosses |
| Other Expenditures | 748957 | OtherExpenditures |
| Administrative Expenses | 19469 | AdministrativeExpenses |
| End Of Year Balance | 17448455 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15250299 | BeginningOfYearBalance |
| Contributions | 111120 | Contributions |
| Investment Earnings Or Losses | 2766046 | InvestmentEarningsOrLosses |
| Other Expenditures | 848082 | OtherExpenditures |
| Administrative Expenses | 20019 | AdministrativeExpenses |
| End Of Year Balance | 17259364 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14561248 | BeginningOfYearBalance |
| Contributions | 119133 | Contributions |
| Investment Earnings Or Losses | 1487857 | InvestmentEarningsOrLosses |
| Other Expenditures | 900000 | OtherExpenditures |
| Administrative Expenses | 17939 | AdministrativeExpenses |
| End Of Year Balance | 15250299 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17337591 | BeginningOfYearBalance |
| Contributions | 218489 | Contributions |
| Investment Earnings Or Losses | -2064832 | InvestmentEarningsOrLosses |
| Other Expenditures | 930000 | OtherExpenditures |
| End Of Year Balance | 14561248 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38781 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59613 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01606 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 523573 | OtherCostOrOtherBasis |
| Book Value | 523573 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25624963 | OtherCostOrOtherBasis |
| Depreciation | 12456480 | Depreciation |
| Book Value | 13168483 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 685536 | OtherCostOrOtherBasis |
| Depreciation | 260816 | Depreciation |
| Book Value | 424720 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15614311 | OtherCostOrOtherBasis |
| Depreciation | 10679936 | Depreciation |
| Book Value | 4934375 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1735260 | OtherCostOrOtherBasis |
| Depreciation | 1099248 | Depreciation |
| Book Value | 636012 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19687163 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT LOAN RECEIVABLE | Description |
| Book Value | 2697078 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 2697078 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Refundable Govt Loan Programs | $2,549,202 |
| Present Value Annuities Pay. | $303,580 |
| Asset Retirement Obligations | $180,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3033375 | TotalOfAmounts |
| Total Revenue | 51836597 | TotalRevenue |
| Total Expenses | 49602751 | TotalExpenses |
| Excess Or Deficit For Year | 2233846 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -253594 | NetUnrealizedGLOnInvestments |
| Other | -$50,348 | OtherAmount |
| Total Adjustments | -303942 | TotalAdjustments |
| Excess Or Deficit Per FS | 1929904 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 44088370 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -253594 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -253594 | RevenueNotRptdF990 |
| Revenue Subtotal | 44341964 | RevenueSubtotal |
| Investment Expenses Not Included | 19469 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 7475164 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7494633 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 51836597 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 42158466 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 50348 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 50348 | ExpensesNotRptdF990 |
| Expenses Subtotal | 42108118 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 19469 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 7475164 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7494633 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 49602751 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS AND HOW THEY FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | SCHEDULE D, PART III, LINE 4 | THE COLLECTION IS PRIMARILY INDIAN ARTIFACTS WHICH HELP TO EXPLAIN THE BEGINNINGS OF THE UNIVERSITY, WHICH WAS ESTABLISHED BY INDIAN MISSIONARIES. |
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT FUNDS HELP IN FUNDING STUDENT EDUCATION THROUGH ENDOWED SCHOLARSHIPS. THERE ARE ALSO ENDOWED CHAIRS WHICH HELP TO FUND PROFESSORS WHO TEACH AND FURTHER THE EXEMPT PURPOSE OF THE UNIVERSITY. |
| LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER - RECONCILIATION OF REVENUE PER AUDITED F/S AND TAX RETURN | SCHEDULE D, PART XI, LINE 8 | NET DEFERRED FUTURE LIAB. ADJ. $( 50,348) ------------ TOTAL $( 50,348) |
| OTHER - REVENUE INCLUDED ON FORM 990, PART VII, LINE 12 BUT NOT ON LINE 1 | SCHEDULE D, PART XII, LINE 4B | RECLASSIFICATION OF GRANTS $ 7,446,420 GAIN ON DISPOSTION OF FIXED ASSETS $ 28,744 ----------- TOTAL $ 7,475,164 |
| OTHER - EXPENSE INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 | SCHEDULE D, PART XIII, LINE 2D | NET DEFERRED FUTURE LIAB. ADJ. $( 50,348) ------------ TOTAL $( 50,348) |
| OTHER - EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25 BUT NOT ON LINE 1 | FORM 990, SCHEDULE D, PART XIII, LINE 4D | RECLASSIFICATION OF GRANTS $ 7,446,420 GAIN ON DISPOSTION OF FIXED ASSETS $ 28,744 ----------- TOTAL $ 7,475,164 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF NONDISCRIMINATORY POLICY | SCHEDULE E, LINE 3 | THE COLLEGE CATALOG, STUDENT HANDBOOK, & GENERAL DISTRIBUTION ADMISSION BROCHURES STATE THE UNIVERSITY'S NON-DISCRIMINATORY POLICY. |
| FINANCIAL AID ASSISTANCE FROM A GOVERNMENT AGENCY | SCHEDULE E, LINE 6A | THE ORGANIZATION RECEIVED TITLE IV FEDERAL FUNDING FROM THE DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| North America | Program Services | SCHOLARSHIPS | 12000 |
| South America | Program Services | SCHOLARSHIPS | 10700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 22700 | SubtotalAmountSpent |
| Total Amount Spent | 22700 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| SCHOLARSHIPS/GRANTS | North America | 1 | 12000 |
| SCHOLARSHIPS/GRANTS | South America | 1 | 10700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF FOREIGN GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | OTTAWA UNIVERSITY OFFERS ACADEMIC SCHOLARSHIPS AND AWARDS. ALL FUNDS ARE AWARDED ON THE BASIS OF ACADEMIC ACHIEVEMENT, SERVICE TO COMMUNITY, LEADERSHIP AND INVOLVEMENT IN SCHOOL ACTIVITIES. ALL SCHOLARSHIPS AND AWARDS ARE OFFERED FOR FOUR YEARS OF STUDY FOR FRESHMAN AND UNTIL THE COMPLETION OF DEGREE REQUIREMENTS FOR TRANSFER STUDENTS. ALL STUDENTS MUST MEET THE STATED CRITERIA TO MAINTAIN ELIGIBILITY. GRANTS EARNED BY THE STUDENT FROM EXTERNAL FUNDING SOURCES ARE FULLY CREDITED TO THE STUDENT'S ACCOUNT WITHOUT REDUCING ACADEMIC SCHOLARSHIPS AND AWARDS OFFERED BY OTTAWA UNIVERSITY. ACTIVITY AWARDS ARE OFFERED TO STUDENTS PARTICIPATING IN SPECIFIC ACTIVITIES BASED ON A COMPETITIVE REVIEW BY THE GRANTING DEPARTMENT. ACTIVITY AWARDS ARE AVAILABLE IN MUSIC, ART, THEATRE, FORENSICS, AND DEBATE. ATHLETIC AWARDS ARE OFFERED ON THE BASIS OF AN EVALUATION BY THE COACH OF EACH SPORT. OTTAWA UNIVERSITY OFFERS NEED BASED GRANTS TO STUDENTS WHO DEMONSTRATE AN EXCEPTIONAL LEVEL OF NEED AND THE POTENTIAL TO SUCCEED. OTTAWA UNIVERSITY IS COMMITTED TO BEING A RESIDENTIAL CAMPUS. FINANCIAL AID AWARDS ARE OFFERED TO ENCOURAGE STUDENTS TO LIVE ON-CAMPUS. OTTAWA UNIVERSITY IS ABLE TO HELP STUDENTS MEET A SIGNIFICANT PORTION OF THE DIRECT COST OF EDUCATION THROUGH A COMBINATION OF RESOURCES. STUDENTS ARE HIGHLY ENCOURAGED TO SUBMIT THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) TO DETERMINE ELIGIBILITY FOR ADDITIONAL GRANTS, WORK-STUDY PROGRAMS AND LOW-INTEREST LOANS. THE ADMINISTRATIVE SOFTWARE MONITORS FINANCIAL AID ON AN ONGOING BASIS FOR GRANTS, SCHOLARSHIPS AND OTHER AID THAT MAY BE PENDING, AWARDED, ETC. THIS INFORMATION IS THEN POSTED TO THE GENERAL LEDGER AS WELL FOR BALANCING/REPORTING PURPOSES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS/GRANTS | TypeOfGrant |
| Number Of Recipients | 615 | NumberOfRecipients |
| Amount Of Cash Grant | 7422695 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANTS IN THE U.S. | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | OTTAWA UNIVERSITY OFFERS ACADEMIC SCHOLARSHIPS AND AWARDS. ALL FUNDS ARE AWARDED ON THE BASIS OF ACADEMIC ACHIEVEMENT, SERVICE TO COMMUNITY, LEADERSHIP AND INVOLVEMENT IN SCHOOL ACTIVITIES. ALL SCHOLARSHIPS AND AWARDS ARE OFFERED FOR FOUR YEARS OF STUDY FOR FRESHMAN AND UNTIL THE COMPLETION OF DEGREE REQUIREMENTS FOR TRANSFER STUDENTS. ALL STUDENTS MUST MEET THE STATED CRITERIA TO MAINTAIN ELIGIBILITY. GRANTS EARNED BY THE STUNDENT FROM EXTERNAL FUNDING SOURCES ARE FULLY CREDITED TO THE STUDENT'S ACCOUNT WITHOUT REDUCING ACADEMIC SCHOLARSHIPS AND AWARDS OFFERED BY OTTAWA UNIVERSITY. ACTIVITY AWARDS ARE OFFERED TO STUDENTS PARTICIPATING IN SPECIFIC ACTIVITIES BASED ON A COMPETITIVE REVIEW BY THE GRANTING DEPARTMENT. ACTIVITY AWARDS ARE AVAILABLE IN MUSIC, ART, THEATRE, FORENSICS, AND DEBATE. ATHLETIC AWARDS ARE OFFERED ON THE BASIS OF AN EVALUATION BY THE COACH OF EACH SPORT. OTTAWA UNIVERSITY OFFERS NEED BASED GRANTS TO STUDENTS WHO DEMONSTRATE ON EXCEPTIONAL LEVEL OF NEED AND THE POTENTIAL TO SUCCEED. OTTAWA UNIVERSITY IS COMMITTED TO BEING A RESIDENTIAL CAMPUS. FINANCIAL AID AWARDS ARE OFFERED TO ENCOURAGE STUDENTS TO LIVE ON-CAMPUS. OTTAWA UNIVERSITY IS ABLE TO HELP STUDENTS MEET A SIGNIFICANT PORTION OF THE DIRECT COST OF EDUCATION THROUGH A COMBINATION OF RESOURCES. STUDENTS ARE HIGHLY ENCOURAGED TO SUBMIT THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) TO DETERMINE ELIGIBILITY FOR ADDITIONAL GRANTS, WORK-STUDY PROGRAMS AND LOW-INTEREST LOANS. THE ADMINISTRATIVE SOFTWARE MONITORS FINANCIAL AID ON AN ONGOING BASIS FOR GRANTS, SCHOLARSHIPS AND OTHER AID THAT MAY BE PENDING, AWARDED, ETC. THIS INFORMATION IS THEN POSTED TO THE GENERAL LEDGER AS WELL FOR BALANCING/REPORTING PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN EICHNER | |||||||||||||
| 433061 | 0 | 0 | 0 | 16852 | 0 | 16632 | 0 | 12692 | 0 | 479237 | 0 | 0 | 0 |
| DENNIS TYNER | |||||||||||||
| 140710 | 0 | 0 | 0 | 0 | 0 | 6688 | 0 | 89894 | 0 | 237292 | 0 | 0 | 0 |
| BRIAN SANDUSKY | |||||||||||||
| 189309 | 0 | 0 | 0 | 0 | 0 | 9062 | 0 | 20486 | 0 | 218857 | 0 | 0 | 0 |
| TERREL HAINES | |||||||||||||
| 147440 | 0 | 0 | 0 | 0 | 0 | 7563 | 0 | 24612 | 0 | 179615 | 0 | 0 | 0 |
| J CLARK RIBORDY | |||||||||||||
| 190639 | 0 | 0 | 0 | 0 | 0 | 9625 | 0 | 22816 | 0 | 223080 | 0 | 0 | 0 |
| PAUL BEAN | |||||||||||||
| 139596 | 0 | 0 | 0 | 0 | 0 | 6813 | 0 | 40580 | 0 | 186989 | 0 | 0 | 0 |
| BRIAN MESSER | |||||||||||||
| 166955 | 0 | 0 | 0 | 0 | 0 | 7125 | 0 | 19921 | 0 | 194001 | 0 | 0 | 0 |
| RICHARD JOHNSON | |||||||||||||
| 104602 | 0 | 0 | 0 | 0 | 0 | 5579 | 0 | 46886 | 0 | 157067 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | SCHEDULE J, PART I, LINE 1A | OTTAWA UNIVERSITY PROVIDED KEVIN EICHNER, THE PRESIDENT OF THE ORGANIZATION, HOUSING. THE FAIR MARKET VALUE OF THE HOUSING WAS NOT INLCUDED IN HIS W-2 AS TAXABLE COMPENSATION BECAUSE IT QUALIFIED AS A NON TAXABLE BENEFIT. |
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | SCHEDULE J, PART I, LINE 1A | OTTAWA UNIVERSITY PROVIDED KEVIN EICHNER, THE PRESIDENT OF THE ORGANIZATION, AND DENNIS TYNER, VICE PRESIDENT, MEMBERSHIP TO THE COUNTRY CLUB. THE COUNTRY CLUB DUES BENEFIT WAS INCLUDED IN THEIR W-2 AS TAXABLE COMPENSATION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANSAS INDEPENDENT COLLEGE FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 481233911 | IssuerEIN |
| CUSIP Number | 48526HRK4 | CUSIPNumber |
| Date Issued | 2008-03-18 | DateIssued |
| Issue Price | 14725000 | IssuePrice |
| Description Of Purpose | BUILDINGS | DescriptionOfPurpose |
| Defeased | true | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 11210000 | AmountBondDefeased |
| Total Proceeds | 14725000 | TotalProceeds |
| Amount In Reserve Fund | 3042557 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 401351 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 11794950 | WorkingCapitalExpenditures |
| Capital Expenditures | 2930050 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | true | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 20. | TermOfGIC |
| Regulatory Safe Harbor Satisfied | true | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE L PART V | NamePerson |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | (A) KAREN ADAMS (B) KAREN ADAMS IS THE SISTER OF KEVIN EICHNER, AN OFFICER OF OTTAWA UNIVERSITY (C) $82,661 (D) EMPLOYEE COMPENSATION (E) NO (A) JOEL WILLIAMS (B) JOEL WILLIAMS IS THE SON OF JOHN WILLIAMS, A TRUSTEE OF OTTAWA UNIVERSITY (C) $33,883 (D) EMPLOYEE COMPENSATION (E) NO (A) JOANNA WALTERS (B) JOANNA WALTERS IS THE DAUGHTER OF DR. STANLEY L BETTIN, A TRUSTEE OF OTTAWA UNIVERSITY (C) $109,986 (D) EMPLOYEE COMPENSATION (E) NO (A) BRYCE BETTIN (B) BRYCE BETTIN IS THE SON OF DR. STANLEY L BETTIN, A TRUSTEE OF OTTAWA UNIVERSITY (C) $74,626 (D) EMPLOYEE COMPENSATION (E) NO (A) WENDELL SMITH (B) WENDELL SMITH IS THE SON OF DR. WARREN SMITH, TRUSTEE OF OTTAWA UNIVERSITY (C) $52,331 (D) EMPLOYEE COMPENSATION (E) NO (A) RACHEL SMITH (B) RACHEL SMITH IS THE DAUGHTER-IN-LAW OF DR. WARREN SMITH, TRUSTEE OF OTTAWA UNIVERSITY (C) $38,730 (D) EMPLOYEE COMPENSATION (E) NO | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE MISSION OF OTTAWA UNIVERSITY IS TO PROVIDE THE HIGHEST QUALITY LIBERAL ARTS AND PROFESSIONAL EDUCATION IN A CARING, CHRIST-CENTERED COMMUNITY OF GRACE WHICH INTEGRATES FAITH, LEARNING AND LIFE. THE UNIVERSITY SERVES STUDENTS OF TRADITIONAL AGE, ADULT LEARNERS AND ORGANIZATIONS THROUGH UNDERGRADUATE AND GRADUATE PROGRAMS. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. OTTAWA UNIVERSITY'S AUDIT COMMITTEE, OFFICERS, AND DIRECTOR OF FINANCE/CONTROLLER REVIEW THE 990. A PUBLIC DISCLOSURE COPY OF THE 990, EXCLUDING COMPENSATION INFORMATION, IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD BEFORE IT IS FILED. |
| MONITORING THE CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MONITORED ON AN ANNUAL BASIS. ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES MUST REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN IT ANNUALLY. CURRENTLY, THE HUMAN RESOURCES DEPARTMENT MANAGES THE POLICY AND ANY CONFLICTS THAT MAY ARISE. IT IS THE DUTY OF THE AUDIT COMMITTEE TO DETERMINE IF THERE IS A CONFLICT OF INTEREST. IF THE COMMITTEE DETERMINES A CONFLICT EXISTS, THE BOARD MEMBERS INVOLVED IN THE CONFLICT WILL DISMISS THEMSELVES FROM MEETINGS AND/OR ABSTAIN FROM VOTING DURING DISCUSSIONS OF ISSUES THAT RELATE TO THESE SPECIFIC MEMBERS. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINES 15A & B | The Management Review Committee of Ottawa University, which includes the Chairman of the Board, performs a review of the Chief Executive Officer's compensation annually utilizing resources deemed necessary but not limited to: 1) comparable market research data, 2) Chief Financial Officer input and, 3) legal counsel assistance. The compensation review and approval process is documented in the committee minutes. THE PRESIDENT OF THE UNIVERSITY AND THE HUMAN RESOURCES DIRECTOR USE COMPARABLE DATA TO REVIEW COMPENSATION FOR ALL OTHER OFFICERS OF THE ORGANIZATION AS WELL AS KEY EMPLOYEES WHEN THE INDIVIDUALS ARE HIRED AND ON AN ANNUAL BASIS. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 5 | NET UNREALIZED LOSS ON INVESTMENTS $( 253,594) NET DEFERRED FUTURE LIAB. ADJ. $( 50,348) ------------ TOTAL $( 303,942) ============ |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTTAWA INVESTMENT MANAGEMENT SERVICES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 S CEDAR 20 | AddressLine1 |
| City | OTTAWA | City |
| State | KS | State |
| ZIP Code | 66067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480543772 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivities |
| Legal Domicile State | KS | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTTAWA U | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STOUT TW | |||||||||||
| MT INVESTMENT GROUP PO BOX 1377 | BUFFALO | NY | 14240 | TRUST | NY | OTTAWA U | TRUST | 0 | 982413 | 0.80000 | |
| HENDERSON & SARAH MARTIN TRUST | |||||||||||
| US BANK 900 MASSACHUSETTS STREET | LAWRENCE | KS | 66044 | TRUST | KS | OTTAWA U | TRUST | 0 | 404667 | 1.00000 | 486235096 |
| BELVIN SCHOL | |||||||||||
| BAPTIST FDN OF OK 3800 N MAY AVE | OKLAHOMA CITY | OK | 73112 | TRUST | OK | OTTAWA U | TRUST | 0 | 22373 | 1.00000 | 730623038 |
| CHARITABLE REMAINDER ANNUITY TRUST (1) | |||||||||||
| CRAT | PA | OTTAWA U | TRUST | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |