UNIVERSITY OF MOUNT UNION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MOUNT UNION (EIN 34-0714687)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201341289349301174
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T12:40:06-05:00 | 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 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | 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 | 340714687 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MOUNT UNION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % PATRICK D HEDDLESTON | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 3308236564 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1972 CLARK AVE | AddressLine1 |
| City | ALLIANCE | City |
| State | OH | State |
| ZIP Code | 44601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK D HEDDLESTON | Name |
| Title | VP FOR BUSINESS AFFAIRS | Title |
| Phone | 3308236564 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joyce A Dulworth | Name |
| Phone | 2604604000 | 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 | PATRICK D HEDDLESTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1972 CLARK AVE | AddressLine1 |
| City | ALLIANCE | City |
| State | OH | State |
| ZIP Code | 44601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 133427137 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.mountunion.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1846 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | WITH 58 MAJORS AND 56 MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2274 | TotalNbrEmployees |
| Total Nbr Volunteers | 178 | TotalNbrVolunteers |
| Total Gross UBI | 63568 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 3854 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15973120 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8070181 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 65621564 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 67291445 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3252474 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1399290 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36579 | OtherRevenuePriorYear |
| Other Revenue Current Year | 31430 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 84883737 | TotalRevenuePriorYear |
| Total Revenue Current Year | 76792346 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22197852 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 23061302 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 28723974 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29647288 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1385003 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20949094 | OtherExpensePriorYear |
| Other Expenses Current Year | 21518620 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 71870920 | TotalExpensesPriorYear |
| Total Expenses Current Year | 74227210 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13012817 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2565136 | RevenuesLessExpensesCY |
| Total Assets BOY | 282615626 | TotalAssetsBOY |
| Total Assets EOY | 279576731 | TotalAssetsEOY |
| Total Liabilities BOY | 49992022 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 47904544 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 232623604 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 231672187 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The University affirms the institution's mission to prepare students for fulfilling lives, meaningful work and responsible citizenship. WITH 58 MAJORS AND 55 MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 54313325 | Expense |
| Grants | 23061302 | Grants |
| Revenue | 54035553 | Revenue |
| Description | THE LARGEST PROGRAM SERVICE IS UNDERGRADUATE EDUCATION. BACHELOR'S DEGREES IN ARTS, MUSIC, MUSIC EDUCATION AND SCIENCE ARE OFFERED. THERE ARE 58 MAJORS INCLUDING BUSINESS ADMINISTRATION, EDUCATION AND SPORTS BUSINESS. THE TOTAL UNDERGRADUATE ENROLLMENT FOR FALL 2011 WAS 2174 STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11893831 | Expense |
| Revenue | 12915181 | Revenue |
| Description | AUXILIARY SERVICES IS ONE OF THE LARGEST PROGRAM SERVICES WHICH INCLUDES HOUSING STUDENTS AND PROVIDING CONTRACTED FOOD SERVICES. MOUNT UNION ALSO OWNS AND OPERATES A BOOKSTORE WHICH PROVIDES BOOKS AND APPAREL FOR STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2102333 | Expense |
| Revenue | 290410 | Revenue |
| Description | Intercollegiate Athletics is a program service that is offered to our students. We have 23 different men's and women's teams available under the authority of the NCAA Division III. In the 2012 year, 810 students (37%) competed in at least one sport and the University has a steep tradition in the Ohio Athletic Conference, the third oldest athletic conference in the country. Many of our athletic teams are very competitive, both within the OAC and on a national stage. Program expenses within Intercollegiate Athletics represents compensation for coaches and team expenses, while revenue only encompasses ticket sales. As a Division III school, Mount Union offers no athletic scholarships, allowing our students to participate in intercollegiate athletics as an extension of their overall living and learning experience. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 68309489 | 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 | false | 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 | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | true | 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 | true | 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | 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 | 157 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2274 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | 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 | true | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICK D HEDDLESTON | NamePerson |
| Telephone Number | 3308236572 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1972 CLARK AVE | AddressLine1 |
| City | ALLIANCE | City |
| State | OH | State |
| ZIP Code | 44601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| AARON SWARTZ | |||||||
| TRUSTEE | 1.0 | X | |||||
| DANIEL KELLER | |||||||
| TRUSTEE | 1.0 | X | |||||
| E KARL SCHNEIDER | |||||||
| TRUSTEE | 1.0 | X | |||||
| EDWARD KOLESAR | |||||||
| TRUSTEE | 1.0 | X | |||||
| FRED HAUPT | |||||||
| TRUSTEE | 1.0 | X | |||||
| GARY ADAMS | |||||||
| TRUSTEE | 1.0 | X | |||||
| GERARD MASTROIANNI | |||||||
| TRUSTEE | 1.0 | X | |||||
| GINGER BROWN | |||||||
| TRUSTEE | 1.0 | X | |||||
| JACQUELYNE BAILEY | |||||||
| TRUSTEE | 1.0 | X | |||||
| JAMES GRIFFITH | |||||||
| TRUSTEE | 1.0 | X | |||||
| JOHN PETERS | |||||||
| TRUSTEE | 1.0 | X | |||||
| KENNETH CHALKER | |||||||
| TRUSTEE | 1.0 | X | |||||
| LARRY SHINN | |||||||
| TRUSTEE | 1.0 | X | |||||
| LEE ANN THORN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MARCUS SMITH | |||||||
| TRUSTEE | 1.0 | X | |||||
| MARTY ADAMS | |||||||
| TRUSTEE | 1.0 | X | |||||
| P ROGER CLAY | |||||||
| TRUSTEE | 1.0 | X | |||||
| RANDALL HUNT | |||||||
| BOARD CHAIR | 1.0 | X | X | ||||
| ROBERT DEHOFF | |||||||
| TRUSTEE | 1.0 | X | |||||
| ROBERT MAHONEY | |||||||
| TRUSTEE | 1.0 | X | |||||
| SCOTT GINDLESBERGER | |||||||
| TRUSTEE | 1.0 | X | |||||
| STEVEN BARR | |||||||
| TRUSTEE | 1.0 | X | |||||
| SYLVESTER GREEN | |||||||
| TRUSTEE | 1.0 | X | |||||
| THOMAS PETZINGER | |||||||
| TRUSTEE | 1.0 | X | |||||
| VANITA OELSCHLAGER | |||||||
| TRUSTEE | 1.0 | X | |||||
| ALLEN GREEN | |||||||
| BOARD VICE CHAIR | 1.0 | X | X | ||||
| RICHARD DRAKE | |||||||
| TRUSTEE | 1.0 | X | |||||
| NANCY HILL | |||||||
| TRUSTEE | 1.0 | X | |||||
| SANDRA THOMAS | |||||||
| TRUSTEE | 1.0 | X | |||||
| WILLIAM KROCHTA | |||||||
| TRUSTEE | 1.0 | X | |||||
| JOEL SASSA | |||||||
| TRUSTEE | 1.0 | X | |||||
| NANCY ASHCOM | |||||||
| TRUSTEE | 1.0 | X | |||||
| BRIAN STAFFORD | |||||||
| TRUSTEE | 1.0 | X | |||||
| RICHARD GIESE | |||||||
| PRESIDENT | 55.0 | X | 302223 | 0 | 129666 | ||
| PATRICK HEDDLESTON | |||||||
| V.P. BUSINESS AFFAIRS, TREAS. | 55.0 | X | 170503 | 0 | 53184 | ||
| PATRICIA DRAVES | |||||||
| V.P. ACADEMIC AFFAIRS | 55.0 | X | 182304 | 0 | 28464 | ||
| GREGORY KING | |||||||
| V.P. ADVANCEMENT | 55.0 | X | 154230 | 0 | 19200 | ||
| AMY TOMKO | |||||||
| V.P. ENROLLMENT SERVICES | 55.0 | X | 143828 | 0 | 22217 | ||
| JOHN FRAZIER | |||||||
| V.P. STUDENT AFFAIRS | 55.0 | X | 122754 | 0 | 21009 | ||
| MELISSA GARDNER | |||||||
| V.P. MARKETING | 55.0 | X | 75002 | 0 | 17734 | ||
| LARRY KEHRES | |||||||
| ATHL DIRECTOR & HEAD FOOTBALL | 55.0 | 159278 | 0 | 51162 | X | ||
| HARRY PAIDAS | |||||||
| COMMUNICATIONS PROFESSOR | 55.0 | 106504 | 0 | 14116 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1416626 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 356752 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GREEN BROTHERS | |||||
| 74 E GRANT ST | ALLIANCE | OH | 44601 | PAINTING | 115332 |
| WESTLAKE REED LESKOSKY | |||||
| 925 EUCLID AVE 1900 | CLEVELAND | OH | 44115 | ARCHITECT | 316879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 231882 | GovernmentGrants |
| All Other Contributions | 7838299 | AllOtherContributions |
| Noncash Contributions | 155144 | NoncashContributions |
| Total Contributions | 8070181 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT TUITION | 611710 | 53821941 | 53821941 | |
| DORMITORIES | 611710 | 6633022 | 6633022 | |
| FOOD SERVICE | 611710 | 5140954 | 5140954 | |
| BOOK STORE SALES | 451211 | 1100958 | 1050657 | 50301 |
| FACILITY INCOME | 611710 | 161301 | 161301 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 433269 | TotalRevenueColumn |
| Related Or Exempt Function Income | 420002 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 13267 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 67291445 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2102858 | TotalRevenueColumn |
| Exclusion | $2,102,858 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13218 | TotalRevenueColumn |
| Exclusion | $13,218 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15727 | TotalRevenueColumn |
| Exclusion | $15,727 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 55905683 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56622469 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -716786 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -716786 | TotalRevenueColumn |
| Exclusion | -$716,786 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 28025 | GrossIncomeGaming |
| Gaming Direct Expenses | 12322 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15703 | TotalRevenueColumn |
| Exclusion | $15,703 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76792346 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67227877 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 63568 | UnrelatedBusinessRevenue |
| Exclusion | $1,430,720 | 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 | 23061302 | Total |
| Program Services | 23061302 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1478340 | Total |
| Program Services | 878127 | ProgramServices |
| Management And General | 411362 | ManagementAndGeneral |
| Fundraising | 188851 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21571673 | Total |
| Program Services | 19499075 | ProgramServices |
| Management And General | 1474508 | ManagementAndGeneral |
| Fundraising | 598090 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1817176 | Total |
| Program Services | 1426894 | ProgramServices |
| Management And General | 347623 | ManagementAndGeneral |
| Fundraising | 42659 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3177554 | Total |
| Program Services | 2381590 | ProgramServices |
| Management And General | 714117 | ManagementAndGeneral |
| Fundraising | 81847 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1602545 | Total |
| Program Services | 1303919 | ProgramServices |
| Management And General | 252092 | ManagementAndGeneral |
| Fundraising | 46534 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160298 | Total |
| Program Services | 34885 | ProgramServices |
| Management And General | 125413 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92300 | Total |
| Management And General | 92300 | 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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2776798 | Total |
| Program Services | 2747481 | ProgramServices |
| Management And General | 29317 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419281 | Total |
| Program Services | 380367 | ProgramServices |
| Management And General | 11975 | ManagementAndGeneral |
| Fundraising | 26939 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3291562 | Total |
| Program Services | 2860335 | ProgramServices |
| Management And General | 284110 | ManagementAndGeneral |
| Fundraising | 147117 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1529728 | Total |
| Program Services | 1427563 | ProgramServices |
| Management And General | 102165 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3758163 | Total |
| Program Services | 3601678 | ProgramServices |
| Management And General | 156485 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1167710 | Total |
| Program Services | 976962 | ProgramServices |
| Management And General | 84903 | ManagementAndGeneral |
| Fundraising | 105845 | 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 | 467854 | Total |
| Program Services | 273977 | ProgramServices |
| Management And General | 119754 | ManagementAndGeneral |
| Fundraising | 74123 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1841372 | Total |
| Program Services | 1841372 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4419247 | Total |
| Program Services | 4409783 | ProgramServices |
| Management And General | 9464 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353000 | Total |
| Program Services | 353000 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSES | Description |
| Total | 1241307 | Total |
| Program Services | 851179 | ProgramServices |
| Management And General | 317130 | ManagementAndGeneral |
| Fundraising | 72998 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74227210 | Total |
| Program Services | 68309489 | ProgramServices |
| Management And General | 4532718 | ManagementAndGeneral |
| Fundraising | 1385003 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5164 | BOY |
| EOY | 2821 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21177741 | BOY |
| EOY | 20278125 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6652167 | BOY |
| EOY | 4164841 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1795721 | BOY |
| EOY | 1462959 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38397 | 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 | 3602593 | BOY |
| EOY | 3463485 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250667 | BOY |
| EOY | 210320 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 192224775 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61438585 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130753665 | BOY |
| EOY | 130786190 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84263749 | BOY |
| EOY | 86448693 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12231165 | BOY |
| EOY | 11952876 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 21844597 | BOY |
| EOY | 20806421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282615626 | BOY |
| EOY | 279576731 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5786795 | BOY |
| EOY | 6045741 | 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 | 3023415 | BOY |
| EOY | 3060192 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30785000 | BOY |
| EOY | 25580000 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6238277 | BOY |
| EOY | 9769775 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4158535 | BOY |
| EOY | 3448836 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49992022 | BOY |
| EOY | 47904544 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88704536 | BOY |
| EOY | 91106285 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78890121 | BOY |
| EOY | 74257837 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65028947 | BOY |
| EOY | 66308065 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232623604 | BOY |
| EOY | 231672187 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282615626 | BOY |
| EOY | 279576731 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2565136 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3516553 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125792859 | BeginningOfYearBalance |
| Contributions | 803660 | Contributions |
| Investment Earnings Or Losses | -1422805 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1762194 | GrantsOrScholarships |
| Other Expenditures | 3145867 | OtherExpenditures |
| End Of Year Balance | 120265653 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107469127 | BeginningOfYearBalance |
| Contributions | 4518193 | Contributions |
| Investment Earnings Or Losses | 18850653 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1915256 | GrantsOrScholarships |
| Other Expenditures | 3129858 | OtherExpenditures |
| End Of Year Balance | 125792859 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101627046 | BeginningOfYearBalance |
| Contributions | 945625 | Contributions |
| Investment Earnings Or Losses | 9900152 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1504456 | GrantsOrScholarships |
| Other Expenditures | 3499240 | OtherExpenditures |
| End Of Year Balance | 107469127 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124279144 | BeginningOfYearBalance |
| Contributions | 909778 | Contributions |
| Investment Earnings Or Losses | -17043772 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2111495 | GrantsOrScholarships |
| Other Expenditures | 4406609 | OtherExpenditures |
| End Of Year Balance | 101627046 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18850012 | OtherCostOrOtherBasis |
| Book Value | 18850012 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 155444958 | OtherCostOrOtherBasis |
| Depreciation | 46758687 | Depreciation |
| Book Value | 108686271 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17450765 | OtherCostOrOtherBasis |
| Depreciation | 14679898 | Depreciation |
| Book Value | 2770867 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 479040 | OtherCostOrOtherBasis |
| Book Value | 479040 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 130786190 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BONDS PAYABLE DISCOUNT | 508534 |
| OTHER ASSETS- DEPOSITS | 154060 |
| BENEFICIAL INTEREST IN TRUSTS | 11840048 |
| ANNUITY & LIFE INCOME FUNDS | 8303779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20806421 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSIT AND OTHER | $925,157 |
| ANNUITY OBLIGATIONS | $2,221,076 |
| UNAMORTIZED PREMIUM | $302,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3448836 | TotalOfAmounts |
| Total Revenue | 76792346 | TotalRevenue |
| Total Expenses | 74227210 | TotalExpenses |
| Excess Or Deficit For Year | 2565136 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3759817 | NetUnrealizedGLOnInvestments |
| Other | $243,264 | OtherAmount |
| Total Adjustments | -3516553 | TotalAdjustments |
| Excess Or Deficit Per FS | -951417 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 50226812 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3759818 | NetUnrealizedGainsInvestments |
| Other Revenues | 255586 | OtherRevenues |
| Revenue Not Rptd F990 | -3504232 | RevenueNotRptdF990 |
| Revenue Subtotal | 53731044 | RevenueSubtotal |
| Other Revenues Not Included | 23061302 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 23061302 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 76792346 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 51178230 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 12322 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 12322 | ExpensesNotRptdF990 |
| Expenses Subtotal | 51165908 | ExpensesSubtotal |
| Other Expenses Not Included | 23061302 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 23061302 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 74227210 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART V, LINE 4 | DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | ENDOWMENT FUNDS ARE HELD IN PERPETUITY FOR THE PURPOSES OF ANNUALLY PROVIDING A PERCENTAGE OF THEIR VALUE AS SCHOLARSHIPS, PROFESSORSHIPS, FACILITIES, PRIZES AND ACADEMIC PROGRAMS. |
| FIN 48 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. | |
| SCHEDULE D | RECONCILIATION OF REVENUE AND EXPENSES | Part XI, Line 8 Change in Value of Split-Interest Agreements 329,407 Change in Value of Interest Rate Swap (86,143) Part XII, Line 2D Change in Value of Split-Interest Agreements 329,407 Change in Value of Interest Rate Swap (86,143) Gaming Expense 12,322 Part XII, Line 4B Financial Aid 23,061,302 Part XIII, Line 2D Gaming Expense 12,322 Part XIII, Line 4B Financial Aid 23,061,302 |
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 | ExplanationExplanation |
|---|---|
| SCHEDULE E LINE 3 | THE POLICY REQUIREMENT IS MET BY INCLUDING A STATEMENT IN ALL BROCHURES AND CATALOGUES DEALING WITH STUDENT PROGRAMS AND SCHOLARSHIPS. A NONDISCRIMINATORY STATEMENT IS ALSO AVAILABLE ON THE WEBSITE. |
| SCHEDULE E LINE 6A | THE UNIVERSITY OF MOUNT UNION RECEIVES FEDERAL PELL GRANTS, TEACH GRANTS, SEOG, CWSP, AND FEDERAL PERKINS LOANS FROM THE DEPARTMENT OF EDUCATION. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program Services | EDUCATIONAL EXPERIENCE | 2386 |
| East Asia and the Pacific | Program Services | EDUCATIONAL EXPERIENCE | 33347 |
| Europe (Including Iceland and Greenland) | Program Services | EDUCATIONAL EXPERIENCE | 8805 |
| South America | Program Services | EDUCATIONAL EXPERIENCE | 24495 |
| Central America and the Caribbean | Investments | 6074094 | |
| North America | Program Services | EDUCATIONAL EXPERIENCE | 16302 |
| Middle East and North Africa | Program Services | EDUCATIONAL EXPERIENCE | 2268 |
| Russia and the Newly Independent States | Program Services | EDUCATIONAL EXPERIENCE | 7788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 6169485 | SubtotalAmountSpent |
| Total Amount Spent | 6169485 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 28025 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 4500 | CashPrizesOtherGaming |
| Rent Facility Costs Other Gaming | 6803 | RentFacilityCostsOtherGaming |
| Other Direct Expenses Other Gaming | 1019 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 28025 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 4500 | CashPrizesTotalGaming |
| Rent Facility Costs Total Gaming | 6803 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 1019 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 12322 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 15703 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConducted |
| Licensed | false | Licensed |
| Explanation If No | This was a reverse raffle / silent auction event. Per legal recommendation, state license was not required. | ExplanationIfNo |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | ANNE GRAFFICE | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1972 CLARK AVE | AddressLine1 |
| City | ALLIANCE | City |
| State | OH | State |
| ZIP Code | 44601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
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 & FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 2222 | NumberOfRecipients |
| Amount Of Cash Grant | 23061302 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures For Monitoring The Use Of Grant Funds To U.S. | Identifier |
| Explanation | AFTER A STUDENT HAS BEEN ACCEPTED TO THE UNIVERSITY OF MOUNT UNION, THEY MUST FILE A FAFSA. MOUNT UNION CONSIDERS ACADEMIC SCHOLARSHIPS, OUTSIDE SCHOLARSHIPS, FEDERAL GRANTS AND STATE ELIGIBILITY IN THAT RESPECTIVE ORDER. IF THE STUDENT NEEDS FURTHER ASSISTANCE, THE UNIVERSITY OFFERS FEDERAL LOANS, UNIVERSITY GRANTS AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID BASED ON NEED IS AWARDED ON FAFSA CALCULATIONS AND THE RESULTING FINANCIAL AID THAT IS TO BE MET. ACADEMIC SCHOLARSHIPS ARE AWARDED BASED ON HIGH SCHOOL GPA, CLASS RANK AND STANDARD TEST SCORES. NEED-BASED GRANTS CAN BE ALLOCATED TO RETURNING STUDENTS BASED ON PREVIOUS YEARS AS LONG AS FINANCIAL NEED IS STILL PRESENT. ACADEMIC SCHOLARSHIPS CONTINUE BASED ON THE STUDENT'S CUMULATIVE GPA AT THE END OF THE YEAR. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD GIESE | |||||||||||||
| 289848 | 0 | 0 | 0 | 12375 | 0 | 91000 | 0 | 38666 | 0 | 431889 | 0 | 0 | 0 |
| LARRY KEHRES | |||||||||||||
| 146633 | 0 | 10500 | 0 | 2145 | 0 | 40928 | 0 | 10234 | 0 | 210440 | 0 | 0 | 0 |
| PATRICK HEDDLESTON | |||||||||||||
| 169483 | 0 | 0 | 0 | 1020 | 0 | 17050 | 0 | 36134 | 0 | 223687 | 0 | 0 | 0 |
| PATRICIA DRAVES | |||||||||||||
| 181284 | 0 | 0 | 0 | 1020 | 0 | 18230 | 0 | 10234 | 0 | 210768 | 0 | 0 | 0 |
| GREGORY KING | |||||||||||||
| 144297 | 0 | 0 | 0 | 9933 | 0 | 15423 | 0 | 3777 | 0 | 173430 | 0 | 0 | 0 |
| AMY TOMKO | |||||||||||||
| 142808 | 0 | 0 | 0 | 1020 | 0 | 14383 | 0 | 7834 | 0 | 166045 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION INFORMATION | Identifier |
| Explanation | PART 1 QUESTION 1A THE PRESIDENT AND THE VP OF ADVANCEMENT HAVE COUNTRY CLUB DUES PAID BY THE COLLEGE FOR BUSINESS ENTERTAINMENT PURPOSES IN COLUMN Biii. THE DUES ARE TAXABLE FOR PERSONAL USE. USAGE IS DOCUMENTED TO DETERMINE THE PERSONAL VERSUS BUSINESS USE. THE PRESIDENT IS REIMBURSED FOR HIS WIFE'S TRAVEL FOR BUSINESS PURPOSES ONLY IN COLUMN Biii. HOUSING FOR THE PRESIDENT IS PROVIDED BY THE COLLEGE AND REQUIRED BY CONTRACT. THE RESIDENCE IS CONTIGUOUS TO THE CAMPUS, THE PRESIDENT IS REQUIRED TO LIVE THERE AND IS REQUIRED TO CONDUCT COLLEGE-RELATED BUSINESS PER HIS CONTRACT. DUE TO CODE SECTION 117 EXCLUSION, THIS AMOUNT IS NOT INCLUDED IN TAXABLE INCOME. PART 1 QUESTION 4 THE PRESIDENT HAS A 457(F) DEFERRED COMPENSATION PLAN. $50,000 WAS ACCRUED (COLUMN C) TO THE PLAN FOR FISCAL YEAR ENDED 6/30/12. MR. KEHRES HAS A DEFERRED COMPENSATION PLAN. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756BSH4 | 2006-07-26 | 16408159 | STUDENT RESIDENCE - NEW FACILITIES | false | false | false |
| OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | |||||||
| 346849674 | 67756A2G6 | 2010-07-26 | 11204308 | STUDENT RESIDENCE - NEW AND RENOVA | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 17207488 | 0 | 1344722 | 0 | 236713 | 0 | 0 | 15626053 | 0 | 0 | 2008 | false | false | true | true |
| 0 | 0 | 11216473 | 825252 | 0 | 0 | 216900 | 0 | 0 | 9668417 | 0 | 505925 | 2011 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| true | false | false | false | 0 | false | false |
| 0 | ||||||
| false | false | false | false | 0 | false | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | Part II line 3 columns A and B differs from Part I lines A and B column E | Explanation |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 0 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | TRUSTEES | NameOfInterestedPerson |
| Relationship With Organization | FAMILY MEMBERS OF TRUSTEES | RelationshipWithOrganization |
| Amount Of Grant | 45945 | AmountOfGrant |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| KEN CHALKER | |||
| GRACE CHALKER - SPOUSE | 71427 | PAID EMPLOYEE OF UNIVERSITY | false |
| AARON SWARTZ | |||
| LEIGH ANN SWARTZ - SPOUSE | 47618 | PAID EMPLOYEE OF UNIVERSITY | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 45 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 506178 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M | Identifier |
| Return Reference | QUESTION 32B | ReturnReference |
| Explanation | THE UNIVERSITY USES STIFEL NICOLAUS TO LIQUIDATE GIFTS OF STOCK. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, QUESTION 1B | KEN CHALKER AND AARON SWARTZ EACH HAVE A FAMILY MEMBER THAT IS A PAID EMPLOYEE OF THE UNIVERSITY. FORM 990, PART VI, QUESTION 11B REVIEW IS CONDUCTED BY FINANCE, COMPENSATION AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES DURING A MEETING BEFORE THE 990 IS FILED. AFTER THIS REVIEW, A COPY OF THE FORM IS PROVIDED FOR VIEWING TO ALL BOARD MEMBERS AND THEN SUBMITTED TO THE IRS. AND THEN SUBMITTED TO THE IRS. | |
| PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY | COMPLIANCE WITH UNIVERSITY POLICY ON CONFLICT OF INTEREST IS CONDUCTED BY THE AUDIT COMMITTEE AND THE COMMITTEE ON TRUSTEES. EVERY TRUSTEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. TRUSTEES ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN ANY TRANSACTION FOR THE UNIVERSITY THAT INVOLVES THEMSELVES OR MEMBERS OF THEIR IMMEDIATE FAMILIES. A SUMMARY OF ALL THE ANSWERS FROM THE QUESTIONNAIRE IS SENT TO MEMBERS OF THE COMMITTEE ON TRUSTEES AND THE AUDIT COMMITTEE FOR REVIEW AND ANY RELATIONSHIPS ARE ASSESSED TO ENSURE THEY ARE IN COMPLIANCE WITH THE POLICY. POTENTIAL MATTERS UNDER THE POLICY ARE ESCALATED AND REVIEWED BY THE CHAIR OF THE COMMITTEE AND THE PRESIDENT, AS WELL AS LEGAL COUNSEL IF NECESSARY. TRUSTEES WITH ANY DISCLOSED CONFLICT MUST REFRAIN FROM USING PERSONAL INFLUENCE IN THE MATTER AND WILL RECUSE THEMSELVES FROM ANY DISCUSSIONS AND/OR VOTING ON THE MATTER. THE BOARD OF TRUSTEES, AFTER EXERCISING ITS BUSINESS JUDGMENT AND DISCRETION, WILL MAKE A DETERMINATION IF THE TRANSACTION IS REASONABLE, FAIR AND CONSISTENT WITH UNIVERSITY PRACTICES. | FORM 990, PART VI, QUESTION 12C |
| REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION | THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE THAT WORKED WITH A COMPENSATION REVIEW OF OTHER OHIO ATHLETIC CONFERENCE (OAC) SCHOOLS AS WELL AS A LIST OF 22 COMPETITOR INSTITUTIONS, TO EVALUATE THE SALARY OF THE PRESIDENT AND VICE PRESIDENTS. THE LAST FULL REVIEW WE HAD WITH AN OUTSIDE CONSULTANT WAS IN 2009 WITH SIBSON CONSULTING. THE RESULTS WERE REVIEWED BY THE COMPENSATION COMMITTEE, APPROVED BY THE EXECUTIVE COMMITTEE AND DISCLOSED TO THE FULL BOARD OF TRUSTEES. | FORM 990, PART VI, QUESTION 15A & 15B |
| EXPLAIN HOW GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, QUESTION 19 |
| NET ASSETS RECONCILIATION | UNREALIZED LOSS (3,759,817) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 329,407 CHANGE IN VALUE OF INTEREST RATE SWAP (86,143) TOTAL (3,516,553) | PART XI, LINE 5 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (22) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1972 CLARK AVE | AddressLine1 |
| City | ALLIANCE | City |
| State | OH | State |
| ZIP Code | 44601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHARITABLE TRUST | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
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