2013-03-06T12:55:59-06:00 2012-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2011-07-01 344428219 HEIDELBERG UNIVERSITY % MIKE FEHLEN HEID 4194482517 310 EAST MARKET ST TIFFIN OH 448832462 JOHN WILKIN 2013-05-15 true Joyce A Dulworth 2604604000 2011 2016-02-25 16:41:14Z ROBERT HUNTINGTON 310 EAST MARKET STREET TIFFIN OH 44883 56229706 false X WWW.HEIDELBERG.EDU X 1850 OH HEIDELBERG UNIVERSITY IS A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. 29 28 976 29 6127 4179 4776159 6085291 35578452 33849000 2017139 1893843 460037 360565 42831787 42188699 12025059 11455357 0 0 16346320 16314194 0 0 749072 11436562 11036422 39807941 38805973 3023846 3382726 102245525 108972439 22937814 28733016 79307711 80239423 X HEIDELBERG UNIVERSITY'S MISSION AND PROGRAMS ARE FIRMLY ROOTED IN LIBERAL ARTS WITH INNOVATIVE COURSEWORK IN SCIENCES, GLOBAL EDUCATION, BUSINESS AND RELATED GRADUATE-LEVEL PROGRAMS. QUALITY EDUCATION, SERVICES TO STUDENTS, A CLOSE PERSONAL LIVING ENVIRONMENT AND STRONG VALUES-CENTERED PHILOSOPHY ARE HALLMARKS OF A HEIDELBERG EDUCATION. false false 34848773 11455357 34175725 FACULTY INSTRUCTION FOR 1,656 FULL AND PART-TIME STUDENTS SEEKING DEGREES FROM HEIDELBERG. STUDENT SERVICES PROVIDED TO OUR 1,656 FULL AND PART-TIME STUDENTS. THESE SERVICES INCLUDE ATHLETICS, FINANCIAL AID, OUR ADMISSIONS OFFICE AND SERVICES TO OUR RESIDENT STUDENTS. AUXILIARY SERVICES TO OUR APPROXIMATELY 865 RESIDENT STUDENTS INCLUDE ROOM AND BOARD AS WELL AS OUR BOOKSTORE. 34848773 true true false false false false false true false true true false false false true false true false true true true false false false true false false false true true false false false false false false false true true false false false false true false false false false true 87 0 true 976 true true true true GM false false false true true false false false false X 29 28 false false false false false false false true true false false true true true true true true true true false X MIKE FEHLEN 4194482517 310 EAST MARKET STREET TIFFIN OH 44883 JOHN Q ADAMS 2.0 X 0 0 0 PAUL BROWN 2.0 X 0 0 0 GARY BRYENTON ESQ 2.0 X 0 0 0 CHARLES COLE 2.0 X 0 0 0 DAVID DRAKE DDS 2.0 X 0 0 0 ERNEST ESTEP MD 2.0 X 0 0 0 KATHLEEN GEIER 2.0 X 0 0 0 KAREN GILLMOR 2.0 X 0 0 0 THEODORE HIERONYMUS 2.0 X 0 0 0 ANDREW KALNOW 2.0 X 0 0 0 JOHN KELLEY 2.0 X 0 0 0 JOHN KRATZ 2.0 X X WILLIAM LANDESS 2.0 X SONDRA LIBMAN 2.0 X X REV ELIZABETH LONG-HIGGINS 2.0 X ROGER MCMANUS 2.0 X X ROBERT MEYER 2.0 X R JAMES ORR ESQ 2.0 X ANTHONY PARADISO 2.0 X X REV RALPH QUELLHORST 2.0 X X LEE SHOBE 2.0 X ELIZABETH SMITH ESQ 2.0 X X SANDRA SOLARO 2.0 X DUDLEY STEPHAN 2.0 X VICTOR STRIMBU ESQ 2.0 X RALPH TALMAGE 2.0 X X SUSAN WOLF MD PHD 2.0 X WADE YOUNG MD 2.0 X 0 0 0 KAREN MILLER 40.0 X X 35987 0 9312 MONICA VERHOFF 40.0 X X 8250 0 0 DR ROBERT HUNTINGTON 40.0 X 202500 0 43449 RICHARD RAYMOND 40.0 X 73428 0 16909 LINDSAY SOOY 40.0 X 80000 0 23251 DAVID WEININGER 40.0 X 121000 0 25461 DR JAMES TROHA 40.0 X 160020 0 29115 DUSTIN BRENTLINGER 40.0 X 65000 0 11290 JOHN WILKIN 40.0 X 22500 0 5261 768685 0 164048 3 false true false ARAMARK CAMPUS SERVICES 310 E MARKET STREET TIFFIN OH 44883 CAFETERIA MANAGEMENT 3493330 THOMAS MARKER CONSTRUCTION 2084 US 68 SOUTH PO BOX 250 BELLEFONTAINE OH 433110250 CONSTRUCTION 2595241 DESIGN COLLABORATIVE 200 E MAIN STREET FORT WAYNE IN 46802 ARCHITECT FEES 251773 TRAVELERS INSURANCE COMPANY 221 S CHURCH STREET BOWLING GREEN OH 43402 INSURANCE 206580 UHS CONSTRUCTION COMPANY 221 S CHURCH STREET BOWLING GREEN OH 43402 CONSTRUCTION 690101 15 4635 95103 5985553 366227 6085291 TUITION AND FEES 900099 26177188 26177188 RESIDENCE HALLS 611710 3626616 3626616 FOOD SERVICE 611710 3799917 3799917 CONFERENCE REVENUE 611710 148041 148041 DEPARTMENTAL SERVICES REVENUE 611710 58878 58878 38360 38360 33849000 924904 6127 918777 0 0 20234 20234 20234 20234 14593278 13624339 968939 968939 968939 19548 4635 5942 13606 13606 0 549542 410726 138817 138817 MISCELLANEOUS 611710 187908 187908 187908 42188699 34175725 6127 1921556 0 11455357 11455357 0 0 879185 729723 114294 35168 0 11818954 10110135 1323621 385198 726452 620027 82148 24277 1921001 1576391 283768 60842 968602 826703 109530 32369 0 36736 7615 29121 91120 91120 0 0 138410 138410 2606882 2451697 71633 83552 172602 111328 58455 2819 1790812 1212699 505279 72834 137466 136816 650 0 2062627 1980153 63242 19232 550874 486226 36638 28010 0 104529 95484 7125 1920 766403 689763 76640 0 1733244 1704127 29117 81000 81000 MISCELLANEOUS 567790 377602 187987 2201 INDIRECT GRANT COST 195927 195927 38805973 34848773 3208128 749072 6600 6600 3371333 7644744 2132908 1435951 1048096 1140770 0 0 0 0 2393075 2370226 158694 137809 654661 425882 93075594 34260153 49265723 58815441 37902138 32062422 71770 71770 0 0 0 0 5240527 4860824 102245525 108972439 4298058 5548391 0 0 992186 869409 14730000 13685000 0 0 0 0 1263459 6988165 0 0 1654111 1642051 22937814 28733016 X 36335448 36170748 13221700 13072108 29750563 30996567 79307711 80239423 102245525 108972439 X 3382726 -2451014 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30740 X X X false 31596817 1593216 -1023053 1129521 931457 30106002 26194988 873217 6016580 674908 813060 31596817 23339625 1314636 3014770 745100 728943 26194988 32050790 223133 -7158328 784388 991582 23339625 0.93200 0.06800 false false 1611914 1611914 68036463 25998222 42038241 18286072 8261929 10024143 5141143 5141143 58815441 0 DEPOSITS AND FUNDS HELD 157108 ADVANCES FOR FEDERAL LOANS 1484943 1642051 42188699 38805973 3382726 -2108741 -342274 -2451015 931711 28560585 -2108741 74394 -2034347 30594932 138410 11455357 11593767 42188699 27628874 416668 416668 27212206 138410 11455357 11593767 38805973 PART III, LINE 4 HEIDELBERG UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE TIFFIN COMMUNITY. ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 340 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT INSTRUCTION, ACADEMIC SUPPORT, SCHOLARSHIPS, FACILITIES, AND OTHER ACTIVITIES OF THE ORGANIZATION. PART XI, LINE 8 CHANGE IN VALUE OF SPLIT INTEREST $342,274 PART XII, LINE 2D COST OF GOODS SOLD 410,726 SPECIAL EVENTS EXPENSE 5,942 CHANGE IN VALUE OF SPLIT INTEREST (342,274) TOTAL &74,394 PART XII, LINE 4B STUDENT AID $11,455,357 TOTAL PART XIII, LINE 2D COST OF GOODS SOLD 410,726 SPECIAL EVENTS EXPENSE 5,942 TOTAL $416,668 PART XIII, LINE 4B STUDENT AID $11,455,357 ASC 740 FOOTNOTE 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. true true true true true true true false false false false false false false false true false true QUESTION 3 THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS AFFIRMATIVE ACTION STATEMENT IN COLLEGE PUBLICATION AND SOLICITATIONS. QUESTION 6A HEIDELBERG UNIVERSITY RECEIVES FINANCIAL AID AND GOVERNMENT GRANTS, SUCH AS THE PELL GRANT, STAFFORD LOAN, PARENT LOAN FOR UNDERGRADUATE STUDENTS, AND PERKINS LOAN. true Europe (Including Iceland and Greenland) 1 3 Program Services RECRUITING PROGRAM 414982 1 3 1 3 414982 414982 false false false false false false PART I, LINE 2 HEIDELBERG UNIVERSITY PARTICIPATES IN THE AMERICAN JUNIOR YEAR PROGRAM THROUGH WHICH THE UNIVERSITY PARTNERS WITH A SCHOOL IN GERMANY TO RECRUIT STUDENTS. HEIDELBERG RECEIVES TUITION REVENUE FROM STUDENTS RECRUITED THROUGH THIS PROGRAM. GOLF OUTING 24183 4635 19548 2934 1120 1845 43 0 24183 4635 19548 2934 1120 1845 43 5942 13606 true SCHOLARSHIPS 1022 11455357 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2. FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID DEPARTMENT AND CREDITED DIRECTLY TO THE STUDENT ACCOUNT. EACH STUDENT APPLIES FOR FINANCIAL AID BY FILLING OUT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE AWARD IS BASED ON THE INFORMATION IN THIS APPLICATION. STUDENTS CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. THERE IS AN AWARD ELIGIBILITY CALCULATOR AVAILABLE ON THE HEIDELBERG WEBSITE TO SEE IF YOU QUALIFY. X true true X X X X false false false false false false false false false DR ROBERT HUNTINGTON 200448 0 0 0 2052 0 12150 0 31299 0 245949 0 0 0 DR JAMES TROHA 157310 0 0 0 2710 0 7260 0 21855 0 189135 0 0 0 INFORMATION REGARDING BENEFTIS PROVIDED PART I, QUESTION 1A A CASH HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT ON A MONTHLY BASIS, WHICH IS A TAXABLE BENEFIT REPORTED ON THE W-2. THE PROPERTY IS NOT OWNED BY THE UNIVERSITY NOR IS THERE SUBSTANTIAL BUSINESS USE OF THE PROPERTY. ALPHA CAPITAL FUND III LP >35% OWNED ANDREW KALNOW 122000 INVESTMENT IN PARTNERSHIP false X 18 366227 FMV ON DATE OF GIFT false true true PART I, QUESTION 32B NONCASH CONTRIBUTIONS THE UNIVERSITY USES ROSS SINCLAIRE & ASSOCIATES LLC TO LIQUIDATE STOCK GIFTS RECEIVED. PART VI, SECTION A LINE 1B ANDREW KALNOW HAS OWNERSHIP IN ALPHA CAPITAL, AN INVESTMENT CONTAINED IN HEIDELBERG'S PORTFOLIO. SEE SCHEDULE L. PART VI, QUESTION 11B THE CONTROLLER AND AN INDEPENDENT ACCOUNTING FIRM PERFORM A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. PART VI, QUESTION 12C A QUESTIONNAIRE IS PROVIDED TO TRUSTEES AND KEY EMPLOYEES ANNUALLY. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT OF THE UNIVERSITY AND PRESIDENT OF THE BOARD OF DIRECTORS. ANYONE WITH A CONFLICT WOULD NOT BE ALLOWED TO PARTICIPATE IN BOARD OF TRUSTEE DELIBERATIONS OR DECISIONS REGARDING THE TRANSACTION GIVING RISE TO THE CONFLICT. PART VI, QUESTION 15A SALARIES FOR VICE PRESIDENTS AND ADMINISTRATORS ARE BASED ON COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES SALARY SURVEY DATA, PEER AND ASPIRANT SCHOOLS, AS WELL AS OHIO ATHLETIC CONFERENCE SCHOOLS ARE USED AS A BASIS FOR SALARY COMPARISONS. THE PRESIDENT REVIEWS THE DATA AND DETERMINES COMPENSATION ACCORDINGLY. TO DETERMINE THE COMPENSATION FOR THE PRESIDENT, AN OUTSIDE CONSULTANT WAS HIRED FOR THE INITIAL HIRING PROCESS. IN ADDITION, A COMPARABILITY STUDY WAS PERFORMED USING THE DATA PROVIDED BY CUPA. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION AND DETERMINES COMPENSATION ACCORDINGLY. PART VI QUESTION 15B THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON AN ANNUAL BASIS. QUESTION 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AT WWW.HEIDELBERG.EDU. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. PART XI, LINE 5 CHANGE IN SPLIT INTEREST AGREEMENT (342,274) UNREALIZED LOSS (2,108,741) TOTAL: ($2,451,015) CRUT 310 EAST MARKET ST TIFFIN OH 44883 347048314 CHARITABLE OH NA TRUST 0 90035 1.00000 false false false false false false false false false false false false false false false false false false