WITTENBERG COLLEGE BOARD OF DIRECTORS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WITTENBERG COLLEGE BOARD OF DIRECTORS (EIN 31-0537177)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-20
- IRS object ID
- 201200809349300525
- Schema version
- 2010v3.7
- 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 | 2012-03-20T13:41:27-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537177 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wittenberg University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WITT | NameControl |
| Phone | 9373277025 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 West Ward Street | AddressLine1 |
| Address Line2 | PO Box 720 | AddressLine2 |
| City | Springfield | City |
| State | OH | State |
| ZIP Code | 455010720 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY JO DARR | Name |
| Title | CONTROLLOER | Title |
| Phone | 9373277025 | Phone |
| Date Signed | 2012-03-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE DULWORTH | Name |
| Phone | 3173834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK ERICKSON PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 West Ward Street | AddressLine1 |
| City | SPRINGFIELD | City |
| State | OH | State |
| ZIP Code | 45501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 132939076 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WITTENBERG.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1841 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO HELP EDUCATE THE CREATIVE MINORITY OF A CIVILIZATION, TO DEVELOP IN HARMONY THE INTELLECTUAL, SPIRITUAL, AESTHETIC, SOCIAL, AND PHYSICAL QUALITIES WHICH CHARACTERIZE WHOLENESS OF PERSON. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2074 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 21123 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -10659 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16315005 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14897438 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 72463861 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 73668973 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2749900 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3137889 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1055 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1380 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 91529821 | TotalRevenuePriorYear |
| Total Revenue Current Year | 91702920 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31481545 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32319531 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31684285 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34490524 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2983570 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 27079691 | OtherExpensePriorYear |
| Other Expenses Current Year | 25791433 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 90245521 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92601488 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1284300 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -898568 | RevenuesLessExpensesCY |
| Total Assets BOY | 180317039 | TotalAssetsBOY |
| Total Assets EOY | 184994102 | TotalAssetsEOY |
| Total Liabilities BOY | 81053059 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70843588 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 99263980 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 114150514 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WITTENBERG UNIVERSITY'S FUNDAMENTAL PURPOSE IS TO HELP EDUCATE "THE CREATIVE MINORITY OF A CIVILIZATION," TO DEVELOP IN HARMONY THE INTELLECTUAL, SPIRITUAL, AESTHETIC, SOCIAL, AND PHYSICAL QUALITIES WHICH CHARACTERIZE WHOLENESS OF PERSON. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 81359429 | Expense |
| Grants | 32319531 | Grants |
| Revenue | 73668973 | Revenue |
| Description | WITTENBERG UNIVERSITY CURRENTLY ENROLLS APPROXIMATELY 1,816 FULL-TIME STUDENTS WHO PURSUE DEGREES IN MORE THAN 37 MAJOR FIELDS OF STUDY. SEE SCHEDULE O. | Description |
| Total Program Service Expense | 81359429 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | 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 | true | 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 | true | 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 | 128 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2074 | 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY JO DARR CONTROLLER | NamePerson |
| Telephone Number | 9373277025 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 720 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | OH | State |
| ZIP Code | 45501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (34 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 |
|---|---|---|---|---|---|---|---|
| MARK H ERICKSON | |||||||
| PRESIDENT | 50.0 | X | X | 282292 | 0 | 70666 | |
| STEPHEN BUCHENROTH | |||||||
| BOARD CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | |
| WILLIAM BARTON | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DAVID BOYLE | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JEANETTE BRADLEY | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| GLENN COLLIER | |||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | |
| JENNIFER COOPERIDER | |||||||
| BOARD SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| REV JONATHAN L EILERT | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ELIZABETH HUNTER | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DOUGLAS KENTFIELD | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DEBORAH MILLER | |||||||
| BOARD VICE CHAIR | 1.0 | X | X | 0 | 0 | 0 | |
| MICHAEL SENICH | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| LEWIS SHAW II | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| REV MARCUS C LOHRMANN | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| REV PAUL SWARTZ | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| CHAD WELLER | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| RONALD WOODS | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| WESLEY BATES | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ALICIA SWEET HUPP | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JOHN MCDANIEL | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| SARAH HAGEN MCWILLIAMS | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| JAMES J HENSON | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| FREDERICK B MITCHELL | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| RICK STERLING | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| THOMAS MURRAY | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| LINDA STUNTZ | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| MARTIN UHLE | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| DARRELL B KITCHEN | |||||||
| VP BUSINESS & FINANCE | 50.0 | X | 161457 | 0 | 27192 | ||
| MAUREEN S MASSARO | |||||||
| ASSOCIATE VP HR & SPECIAL ASST | 50.0 | X | 108364 | 0 | 31368 | ||
| SARAH KELLY | |||||||
| VP ENROLLMENT MANAGEMENT | 40.0 | 133275 | 0 | 18774 | X | ||
| BRENDA DUNCAN | |||||||
| VP OF ADVANCEMENT | 40.0 | 145584 | 0 | 25845 | X | ||
| WARREN COPELAND | |||||||
| INTERIM PROVOST | 50.0 | 115170 | 0 | 11250 | X | ||
| RICHARD MICKOOL | |||||||
| CHIEF INFORMATION OFFICER | 40.0 | 125263 | 0 | 11250 | X | ||
| THOMAS MARTIN | |||||||
| PROFESSER, HFS | 40.0 | 105600 | 0 | 22117 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1177005 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 218462 | 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)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ABM JANITORIAL SERVICES | |||||
| 4732 PAYNE AVE | DAYTON | OH | 45414 | JANITORIAL | 1499464 |
| SODEXHO SERVICES | |||||
| 200 WEST WARD ST | SPRINGFIELD | OH | 45504 | MEAL SVS/CATERING | 3459277 |
| PERFECTION GROUP | |||||
| 2469 COMMERCE BLVD | CINCINNATI | OH | 45241 | CONTRACTOR SERVICES | 1156396 |
| ROYALL COMPANY | |||||
| 1920 EAST PARHAM RD | RICHMOND | VA | 23228 | CONSULTING SERVICES | 501160 |
| CONSOLIDATED INSURANCE | |||||
| 1730 N LIMESTONE ST | SPRINGFIELD | OH | 45504 | INSURANCE SERVICES | 386877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Fundraising Events | 31386 | FundraisingEvents |
| Government Grants | 2639678 | GovernmentGrants |
| All Other Contributions | 12226374 | AllOtherContributions |
| Noncash Contributions | 395748 | NoncashContributions |
| Total Contributions | 14897438 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 900099 | 60644403 | 60644403 |
| AUXILIARY ENTERPRISE REVENUE | 611710 | 11147495 | 11147495 |
| OTHER SOURCE REVENUE | 611710 | 1810629 | 1810629 |
| FOOD SERVICE REVENUE | 611710 | 28127 | 28127 |
| SPORTING EVENTS | 713990 | 22048 | 22048 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16271 | TotalRevenueColumn |
| Unrelated Business Revenue | 16271 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 73668973 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2280370 | TotalRevenueColumn |
| Unrelated Business Revenue | 4852 | UnrelatedBusinessRevenue |
| Exclusion | $2,275,518 | 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 | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42076690 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41219171 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 857519 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 857519 | TotalRevenueColumn |
| Exclusion | $857,519 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 15605 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 31386 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 16985 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1380 | TotalRevenueColumn |
| Exclusion | -$1,380 | ExclusionAmount |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91702920 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73652702 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21123 | UnrelatedBusinessRevenue |
| Exclusion | $3,131,657 | 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 | 32319531 | Total |
| Program Services | 32319531 | 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 | 681776 | Total |
| Program Services | 559056 | ProgramServices |
| Management And General | 88631 | ManagementAndGeneral |
| Fundraising | 34089 | 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 | 24244466 | Total |
| Program Services | 19880463 | ProgramServices |
| Management And General | 3151780 | ManagementAndGeneral |
| Fundraising | 1212223 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1747000 | Total |
| Program Services | 1432540 | ProgramServices |
| Management And General | 227110 | ManagementAndGeneral |
| Fundraising | 87350 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6160325 | Total |
| Program Services | 5051467 | ProgramServices |
| Management And General | 800842 | ManagementAndGeneral |
| Fundraising | 308016 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1656957 | Total |
| Program Services | 1358705 | ProgramServices |
| Management And General | 215404 | ManagementAndGeneral |
| Fundraising | 82848 | 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 | 106984 | Total |
| Management And General | 106984 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126690 | Total |
| Management And General | 126690 | 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 | 267536 | Total |
| Management And General | 267536 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759502 | Total |
| Program Services | 622792 | ProgramServices |
| Management And General | 98735 | ManagementAndGeneral |
| Fundraising | 37975 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 971461 | Total |
| Program Services | 796598 | ProgramServices |
| Management And General | 126290 | ManagementAndGeneral |
| Fundraising | 48573 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1551078 | Total |
| Program Services | 1271884 | ProgramServices |
| Management And General | 201640 | ManagementAndGeneral |
| Fundraising | 77554 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512745 | Total |
| Program Services | 420451 | ProgramServices |
| Management And General | 66657 | ManagementAndGeneral |
| Fundraising | 25637 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7067677 | Total |
| Program Services | 5795495 | ProgramServices |
| Management And General | 918798 | ManagementAndGeneral |
| Fundraising | 353384 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070977 | Total |
| Program Services | 878201 | ProgramServices |
| Management And General | 139227 | ManagementAndGeneral |
| Fundraising | 53549 | 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 | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2739080 | Total |
| Program Services | 2246046 | ProgramServices |
| Management And General | 356080 | ManagementAndGeneral |
| Fundraising | 136954 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4193923 | Total |
| Program Services | 3439017 | ProgramServices |
| Management And General | 545210 | ManagementAndGeneral |
| Fundraising | 209696 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393516 | Total |
| Program Services | 322683 | ProgramServices |
| Management And General | 51157 | ManagementAndGeneral |
| Fundraising | 19676 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE EXPENSE | 2657131 | 2178847 | 345427 | 132857 |
| DEPARTMENTAL PROGRAMS | 598937 | 491128 | 77862 | 29947 |
| BOOKS AND RECORDS | 554355 | 454571 | 72066 | 27718 |
| MEMBERSHIPS | 213045 | 174697 | 27696 | 10652 |
| ATHLETIC EXPENSES | 109359 | 109359 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1897437 | Total |
| Program Services | 1555898 | ProgramServices |
| Management And General | 246667 | ManagementAndGeneral |
| Fundraising | 94872 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92601488 | Total |
| Program Services | 81359429 | ProgramServices |
| Management And General | 8258489 | ManagementAndGeneral |
| Fundraising | 2983570 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8145 | BOY |
| EOY | 6932 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2167124 | BOY |
| EOY | 3540862 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3641511 | BOY |
| EOY | 2986486 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1171369 | BOY |
| EOY | 1253682 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2233272 | BOY |
| EOY | 1406500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 166078076 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 89146531 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77605833 | BOY |
| EOY | 76931545 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41273080 | BOY |
| EOY | 45558789 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39851729 | BOY |
| EOY | 40576970 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7277494 | BOY |
| EOY | 7246297 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5087482 | BOY |
| EOY | 5486039 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180317039 | BOY |
| EOY | 184994102 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4711506 | BOY |
| EOY | 4570325 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1488869 | BOY |
| EOY | 1626443 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39560866 | BOY |
| EOY | 38185081 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2628526 | BOY |
| EOY | 2532132 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32663292 | BOY |
| EOY | 23929607 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81053059 | BOY |
| EOY | 70843588 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17065118 | BOY |
| EOY | 25450088 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14134422 | BOY |
| EOY | 19297562 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68064440 | BOY |
| EOY | 69402864 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99263980 | BOY |
| EOY | 114150514 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180317039 | BOY |
| EOY | 184994102 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -898568 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 15785102 | 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 |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 86402243 | BeginningOfYearBalance |
| Contributions | 851846 | Contributions |
| Investment Earnings Or Losses | 14904569 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2104370 | GrantsOrScholarships |
| Other Expenditures | 5737107 | OtherExpenditures |
| End Of Year Balance | 94317181 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 85058081 | BeginningOfYearBalance |
| Contributions | 909828 | Contributions |
| Investment Earnings Or Losses | 9033393 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2259973 | GrantsOrScholarships |
| Other Expenditures | 6339086 | OtherExpenditures |
| End Of Year Balance | 86402243 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 116410827 | BeginningOfYearBalance |
| Contributions | 937887 | Contributions |
| Investment Earnings Or Losses | -23287961 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2826965 | GrantsOrScholarships |
| Other Expenditures | 6175707 | OtherExpenditures |
| End Of Year Balance | 85058081 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17600 | TermEndowmentEOYBalance |
| 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 | 4530676 | OtherCostOrOtherBasis |
| Book Value | 4530676 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128990087 | OtherCostOrOtherBasis |
| Depreciation | 64719552 | Depreciation |
| Book Value | 64270535 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32265184 | OtherCostOrOtherBasis |
| Depreciation | 24426979 | Depreciation |
| Book Value | 7838205 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 292129 | OtherCostOrOtherBasis |
| Book Value | 292129 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 76931545 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ABSOLUTE RETURN | 15679681 |
| PRIVATE EQUITY PARTNERSHIPS | 22075250 |
| REAL ESTATE | 2822039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 40576970 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCTS HELD ON BEHALF OF OTHERS | $670,343 |
| ACCUM. POSTRETIREMENT BENEFIT | $12,680,784 |
| ANNUITIES AND TRUSTS PAYABLE | $2,987,345 |
| FEDERAL GOVT LOANS & GRANTS | $3,902,490 |
| LINE OF CREDIT | $3,688,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 23929607 | TotalOfAmounts |
| Total Revenue | 91702920 | TotalRevenue |
| Total Expenses | 92601488 | TotalExpenses |
| Excess Or Deficit For Year | -898568 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5753841 | NetUnrealizedGLOnInvestments |
| Other | $10,031,261 | OtherAmount |
| Total Adjustments | 15785102 | TotalAdjustments |
| Excess Or Deficit Per FS | 14886534 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 67382218 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5753841 | NetUnrealizedGainsInvestments |
| Other Revenues | 2647444 | OtherRevenues |
| Revenue Not Rptd F990 | 8401285 | RevenueNotRptdF990 |
| Revenue Subtotal | 58980933 | RevenueSubtotal |
| Investment Expenses Not Included | 267536 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 32454451 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 32721987 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 91702920 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 60014421 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 60014421 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 267536 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 32319531 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 32587067 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 92601488 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED IN ACCORDANCE WITH DONOR RESTRICTIONS FOR THE FOLLOWING PURPOSES: STUDENT SCHOLARSHIPS (54%), GENERAL OPERATIONS (22%), INSTRUCTION AND ACADEMIC SUPPORT (13%), LIBRARY (6%), AND OTHER MISCELLANEOUS CAMPUS PROGRAMS (5%). |
| OTHER ADJUSTMENTS | SCHEDULE D, PART XI, LINE 8 | CHANGE IN ASSUMPTION OF POSTRETIREMENT BENEFIT OBLIGATION: $7,518,737 DEFINED-BENEFIT PLAN NET GAIN ARISING DURING THE PERIOD: $2,647,444 AMORTIZATION OF PRIOR SERVICE CREDIT (134,920) ----------- $10,031,261 |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 2D & 4B | LINE 2D: DEFINED-BENEFIT PLAN NET GAIN ARISING DURING THE PERIOD: $2,647,444 LINE 4B: GRANTS & SCHOLARSHIPS $32,319,531 AMORTIZATION OF PRIOR SERVICE CREDIT 134,920 ----------- $32,454,451 |
| RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 4B | GRANTS & SCHOLARSHIPS $32,319,531 |
| FIN 48 | SCHEDULE D, PART X | 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 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 |
|---|---|---|
| PUBLICATION OF THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY | SCHEDULE E, PART I, LINE 3 | WITTENBERG UNIVERSITY IS IN COMPLIANCE WITH REV.PROC. 75-50. |
| FINANCIAL AID OR ASSISTANCE RECEIVED FROM A GOVERNMENTAL AGENCY | SCHEDULE E, PART I, LINE 6A | WITTENBERG UNIVERSITY RECEIVES FINANCIAL ASSISTANCE FROM THE U.S. GOVERNMENT IN CONNECTION WITH THE PELL GRANT AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAMS. WITTENBERG UNIVERSITY ALSO RECEIVES SUPPORT FROM THE STATES OF OHIO AND PENNSYLVANIA FOR CERTAIN PROGRAMS. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | EDUCATION | 157777 |
| East Asia and the Pacific | 0 | 0 | Program Services | EDUCATION | 11933 |
| Sub-Saharan Africa | 0 | 0 | Program Services | EDUCATION | 188869 |
| Central America and the Caribbean | Investments | 24315680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 24674259 | SubtotalAmountSpent |
| Total Amount Spent | 24674259 | 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 | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TEAM | NameOfEvent1 |
| Gross Receipts Event1 | 17640 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 11275 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6365 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2031 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 3980 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2027 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 449 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOOTBALL TEAM | NameOfEvent2 |
| Gross Receipts Event2 | 29351 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 20111 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9240 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 815 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 4836 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2847 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 46991 | GrossReceiptsTotal |
| Charitable Contributions Total | 31386 | CharitableContributionsTotal |
| Gross Revenue Total Events | 15605 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2846 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8816 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 4874 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 449 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 16985 | DirectExpenseSummaryEvents |
| Net Income Summary | -1380 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| INSTITUTIONAL SCHOLARSHIPS & AWARDS | 1831 | 29095264 |
| ENDOWED & OTHER SHOLARSHIPS | 748 | 3224267 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE ORGANIZATION USES STUDENT FINANCIAL AID GUIDELINES TO MONITOR THE USE OF GRANT FUNDS. WITTENBERG UNIVERSITY ONLY AWARDS INSTITUTIONAL AND PRIVATELY FUNDED FINANCIAL AID AWARD AS ASSISTANCE FOR STUDENTS BASED ON A CASE-BY-CASE BASIS, BASED ON MERIT, NEED, AND EXTRACURRICULAR ACTIVITIES. IN DOING SO, THE UNIVERSITY'S FINANCIAL AID DEPARTMENT ADHERES STRICTLY TO ALL FEDERAL AND STATE REGULATIONS AND IS SUBJECT TO THE COMPLIANCE AND INTERNAL CONTROL REQUIREMENTS OF OMB-A133, IN WHICH THEY FOLLOW ALL APPLICABLE GUIDELINES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK H ERICKSON | |||||||||||
| 273260 | 0 | 0 | 0 | 9032 | 0 | 22050 | 0 | 48616 | 0 | 352958 | 0 |
| DARRELL B KITCHEN | |||||||||||
| 160233 | 0 | 0 | 0 | 1224 | 0 | 14847 | 0 | 12345 | 0 | 188649 | 0 |
| SARAH KELLY | |||||||||||
| 132335 | 0 | 0 | 0 | 940 | 0 | 12150 | 0 | 6624 | 0 | 152049 | 0 |
| BRENDA DUNCAN | |||||||||||
| 135479 | 0 | 0 | 0 | 10105 | 0 | 13500 | 0 | 12345 | 0 | 171429 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER BENEFITS | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | DARRELL KITCHEN RECEIVES A CLUB MEMBERSHIP, WHICH IS INCLUDED IN HIS TAXABLE COMPENSATION. MARK ERICKSON, THE UNIVERSITY'S PRESIDENT, RECEIVES PERSONAL USE OF A RESIDENCE, A CLUB MEMBERSHIP, AND A STORAGE UNIT. THE CLUB MEMBERSHIP AND THE STORAGE UNIT (COSTING APPROXIMATELY $650 ANNUALLY) ARE INCLUDED IN HIS TAXABLE COMPENSATION. THE PERSONAL USE OF A RESIDENCE IS NOT INCLUDED IN TAXABLE COMPENSATION. THE RESIDENCE IS FURNISHED FOR THE CONVENIENCE OF WITTENBERG UNIVERSITY, AND THE ANNUAL VALUE OF THE RESIDENCE IS $16,200. THE VALUE OF UTILITIES, HOUSEKEEPING, SUPPLIES, AND OTHER HOME EXPENSES IS $15,441, WHICH IS ALSO NOT INCLUDED IN HIS TAXABLE COMPENSATION. THE RESIDENCE IS AVAILABLE FOR USE TO HOST FACULTY, STAFF, AND STUDENT FUNCTIONS. THE PRESIDENT IS REQUIRED TO LIVE IN THE RESIDENCE AS A CONDITION OF HIS EMPLOYMENT, AND THE RESIDENCE IS CONTIGUOUS TO WITTENBERG'S CAMPUS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO HIGHER EDUCATIONAL FACILITY COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346849674 | IssuerEIN |
| CUSIP Number | 67756BPC8 | CUSIPNumber |
| Date Issued | 2005-05-05 | DateIssued |
| Issue Price | 11367477 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF RESIDENCE HALL | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | true | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 11367477 | TotalProceeds |
| Amount In Reserve Fund | 816007 | AmountInReserveFund |
| Issuance Costs From Proceeds | 125087 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 86740 | WorkingCapitalExpenditures |
| Capital Expenditures | 10339650 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | 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 | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| 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 | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | NOT REQUIRED | NameOfInterestedPerson |
| Relationship With Organization | NOT REQUIRED | RelationshipWithOrganization |
| Amount Of Grant | 54517 | AmountOfGrant |
| Type Of Assistance | MERIT,NEED-BASE | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LIN ERICKSON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY MEMBER | Relationship |
| Amount Of Transaction | 96814 | AmountOfTransaction |
| Description Of Transaction | UNIVERSITY EMPLOYEE | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
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 | LIN ERICKSON AND MARK ERICKSON HAVE A FAMILY RELATIONSHIP. | Explanation |
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 | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 377748 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK QUOTE | 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 |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PIANO | 1 | 12000 | APPRAISAL |
| X | COMPUTERS | 1 | 6000 | APPRAISAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | THIRD PARTY TRANSACTIONS | Identifier |
| Return Reference | PART I, LINE 32B | ReturnReference |
| Explanation | THE ORGANIZATION USES SECURITY TRUST TO SELL STOCK GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) | FORM 990, PART III, LINE 4A | THE UNIVERSITY HOLDS GENERAL ACCREDITATION FROM THE NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS AND SOME DEPARTMENTS HOLD SPECIALTY ACCREDITATIONS. EFFECTIVE DECEMBER 1, 2000, THE OHIO BOARD OF REGENTS GRANTED THE UNIVERSITY AN AMENDED CERTIFICATE OF AUTHORIZATION TO CONFER THE DEGREES OF BACHELOR OF ARTS, BACHELOR OF SCIENCE, BACHELOR OF FINE ARTS, BACHELOR OF MUSIC, BACHELOR OF MUSIC EDUCATION, AND MASTER OF ARTS IN EDUCATION. THE REGENTS ALSO APPROVED THE UNIVERSITY IN THE FOLLOWING TEACHER LICENSURE FIELDS: EARLY CHILDHOOD, MIDDLE CHILDHOOD, INTERVENTION SPECIALIST: MILD/MODERATE EDUCATIONAL NEEDS; ADOLESCENT TO YOUNG ADULT: EARTH SCIENCES, INTEGRATED LANGUAGE ARTS, INTEGRATED MATHEMATICS, INTEGRATED SOCIAL STUDIES, AND LIFE SCIENCES; MULTI-AGE: DRAMA/THEATER, FOREIGN LANGUAGE, MUSIC AND VISUAL ARTS. STUDENT SERVICES: ADMISSIONS, ACTIVITIES, STUDENT AID ADMINISTRATION, HEALTH, GOVERNMENT, ATHLETICS, RECREATION AND ADVISING. AUXILIARY ENTERPRISES: ROOM, BOARD, PRINTING AND SUPPORT SERVICES. FAMILY AND/OR BUSINESS RELATIONSHIPS AMONGST OFFICERS, DIRECTORS, TRUSTEES FORM 990, PART VI, LINE 2 JAMES J. HENSON AND STEVE BUCHENROTH HAVE A BUSINESS RELATIONSHIP. PROCESS TO REVIEW FORM 990 FORM 990, PART VI, LINE 11B THE 990 WILL BE MADE AVAILABLE ON THE BOARD'S WEB PORTAL BEFORE FILING. THE ORGANIZATION'S CONTROLLER AND AUDIT COMMITTEE WILL DO A DETAILED REVIEW OF THE RETURN PRIOR TO FILING. |
| MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE. REPORTED POTENTIAL CONFLICTS ARE DISCLOSED TO THE AUDIT COMMITTEE AND DISCUSSED. IF A CONFLICT IS FOUND, THE MEMBER WITH THE CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. |
| PROCESS TO REVIEW PRESIDENT, OFFICER, & KEY EMPLOYEE COMPENSATION | FORM 990, PART VI, LINES 15A & 15B | PRESIDENT, OFFICER, & KEY EMPLOYEE COMPENSATION IS REVIEWED USING COMPENSATION SURVEYS AND COMPENSATION DATA FROM PEER INSTITUTIONS. THE REVIEWS WERE LAST CONDUCTED IN JUNE 2010. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE PRESIDENT'S COMPENSATION, AND THE PRESIDENT REVIEWED OFFICER AND KEY EMPLOYEE COMPENSATION IN JUNE 2010. |
| AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIAL STATEMENTS | FORM 990, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER CHANGE IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN $5,753,841 CHANGE IN ASSUMTION OF POSTRETIREMENT BENEFIT OBLIGATION: $7,518,737 DEFINED-BENEFIT PLAN NET GAIN ARISING DURING THE PERIOD: $2,647,444 AMORTIZATION OF PRIOR SERVICE CREDIT ($134,920) ------------ $15,785,102 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (14 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|
| MD TRUST | ||||||
| TRUST | OH | NA | TRUST | 3059 | 33470 | 1.00000 |
| JD & SD TRUST | ||||||
| TRUST | OR | NA | TRUST | 955 | 97951 | 1.00000 |
| KE & RE TRUST | ||||||
| TRUST | FL | NA | TRUST | 550 | 55764 | 1.00000 |
| DHG TRUST | ||||||
| TRUST | OH | NA | TRUST | 411 | 92386 | 1.00000 |
| SH TRUST | ||||||
| TRUST | OR | NA | TRUST | 50052 | 662140 | 1.00000 |
| FK TRUST | ||||||
| TRUST | IN | NA | TRUST | 282 | 59269 | 1.00000 |
| WL & NL TRUST #1 | ||||||
| TRUST | AZ | NA | TRUST | 2020 | 701583 | 1.00000 |
| RGM TRUST | ||||||
| TRUST | OH | NA | TRUST | 308 | 46333 | 1.00000 |
| EM & WM TRUST | ||||||
| TRUST | NY | NA | TRUST | 2023 | 22734 | 1.00000 |
| EP & PP TRUST | ||||||
| TRUST | OH | NA | TRUST | 320 | 29382 | 1.00000 |
| JP & JP TRUST | ||||||
| TRUST | CT | NA | TRUST | 9623 | 195607 | 1.00000 |
| EP TRUST | ||||||
| TRUST | OH | NA | TRUST | 271 | 164877 | 1.00000 |
| NR TRUST | ||||||
| TRUST | IN | NA | TRUST | 3346 | 38438 | 1.00000 |
| GW & MW TRUST | ||||||
| TRUST | OH | NA | TRUST | 628 | 82332 | 1.00000 |
| 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 |
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