EASTERN MENNONITE UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EASTERN MENNONITE UNIVERSITY (EIN 54-0575812)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-11
- IRS object ID
- 201211029349300321
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-11T13:27:43-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540575812 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eastern Mennonite University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAST | NameControl |
| Phone | 5404324000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Park Road | AddressLine1 |
| City | Harrisonburg | City |
| State | VA | State |
| ZIP Code | 22802 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daryl Bert | Name |
| Title | VP for Finance | Title |
| Phone | 5404324000 | Phone |
| Date Signed | 2011-11-04 | DateSigned |
| 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 | Loren E Swartzendruber | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Park Road | AddressLine1 |
| City | Harrisonburg | City |
| State | VA | State |
| ZIP Code | 22802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 42924157 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.emu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1917 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | University Education | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1272 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5872790 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7363317 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34311022 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 34152365 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1606926 | InvestmentIncomePriorYear |
| Investment Income Current Year | 507452 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3469 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41794207 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42023134 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8101826 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8758754 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18771794 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20604866 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 44050 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 60651 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1470975 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12116156 | OtherExpensePriorYear |
| Other Expenses Current Year | 12498254 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39033826 | TotalExpensesPriorYear |
| Total Expenses Current Year | 41922525 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2760381 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 100609 | RevenuesLessExpensesCY |
| Total Assets BOY | 71546570 | TotalAssetsBOY |
| Total Assets EOY | 76771559 | TotalAssetsEOY |
| Total Liabilities BOY | 25544794 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26242772 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 46001776 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50528787 | NetAssetsOrFundBalancesEOY |
| Mission Description | A leader among faith-based universities, Eastern Mennonite University emphasizes peacebuilding, creation care, experiential learning, and cross-cultural engagement. Founded in 1917 in Harrisonburg, Virginia, EMU is an educational institution of Mennonite Church USA. EMU serves students in diverse religious and cultural backgrounds and confers undergraduate, graduate, and seminary degrees. EMU educates students to serve and lead in a global context. Our Christian community challenges students to pursue their life calling through scholarly inquiry, artistic creation, guided practice, and life-changing cross-cultural encounter. We invite each person to follow Christ's call to bear witness to faith, serve with compassion, and walk boldly in the way of nonviolence and peace. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 32732590 | Expense |
| Grants | 8758754 | Grants |
| Revenue | 34209201 | Revenue |
| Description | Higher Education: Establish, maintain and conduct non-profit undergraduate and graduate educational programs for the Mennonite Church and the general public. Over 1,500 students enrolled and additional persons were served through non-credit seminars, conferences and events. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 32732590 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2505 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1272 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Daryl Bert | NamePerson |
| Telephone Number | 5404324000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Park Road | AddressLine1 |
| City | Harrisonburg | City |
| State | VA | State |
| ZIP Code | 22802 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Andrew Dula | ||||||
| Chair | 4 | X | X | 0 | 0 | 0 |
| Paul R Yoder Jr | ||||||
| Vice Chair | 2 | X | X | 0 | 0 | 0 |
| Gerald R Horst | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Kathy Keener Shantz | ||||||
| Board member | 2 | X | 0 | 0 | 0 | |
| Wilma Bailey | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Curtis D Hartman | ||||||
| Treasurer | 2 | X | X | 0 | 0 | 0 |
| Diane Z Umble | ||||||
| Assistant Secretary | 2 | X | X | 0 | 0 | 0 |
| Gilberto Flores | ||||||
| Board member | 2 | X | 0 | 0 | 0 | |
| Kathleen Nussbaum | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Charlotte Hunsberger | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Clyde G Kratz | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Myron E Blosser | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| John M Bomberger | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Evon Bergey | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Herman Bontrager | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Janet Breneman | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Kevin Longenecker | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Amy L Rush | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Robert Steury | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Anne Kaufman Weaver | ||||||
| Board Member | 2 | X | 0 | 0 | 0 | |
| Loren E Swartzendruber | ||||||
| President | 60 | X | 147773 | 0 | 74203 | |
| Fred Kniss | ||||||
| Provost | 50 | X | 106800 | 0 | 12763 | |
| Kirk Shisler | ||||||
| Vice President | 50 | X | 97940 | 0 | 13858 | |
| Nancy Heisey | ||||||
| Vice President | 50 | X | 79143 | 0 | 11832 | |
| Kenneth L Nafziger | ||||||
| Vice President | 50 | X | 77295 | 0 | 12560 | |
| Daryl Bert | ||||||
| Vice President | 50 | X | 74634 | 0 | 10486 | |
| P David Glanzer | ||||||
| Vice President | 50 | X | 69821 | 0 | 12044 | |
| Vernon E Jantzi | ||||||
| Vice President | 50 | X | 52493 | 0 | 7848 | |
| Twila K Yoder | ||||||
| Secretary | 50 | X | 45504 | 0 | 9259 | |
| Sara Wenger Shenk | ||||||
| Vice President | 50 | X | 45235 | 0 | 6906 | |
| Michael A King | ||||||
| Vice President | 50 | X | 37064 | 0 | 5860 | |
| Ronald E Piper | ||||||
| Vice President | 50 | X | 29307 | 0 | 4118 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 863009 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 181737 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 931238 | GovernmentGrants |
| All Other Contributions | 6432079 | AllOtherContributions |
| Noncash Contributions | 161672 | NoncashContributions |
| Total Contributions | 7363317 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Educational Services | 900099 | 29963236 | 29963236 | 0 | $0 |
| Auxiliary Services | 611710 | 4189129 | 4189129 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 34152365 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 450616 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $450,616 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 948434 | Securities |
| Other | 9425 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 901023 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 47411 | Securities |
| Other | 9425 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56836 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42023134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34209201 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $450,616 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8758754 | Total |
| Program Services | 8758754 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831079 | Total |
| Program Services | 223228 | ProgramServices |
| Management And General | 451281 | ManagementAndGeneral |
| Fundraising | 156570 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15189927 | Total |
| Program Services | 11479265 | ProgramServices |
| Management And General | 3047746 | ManagementAndGeneral |
| Fundraising | 662916 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779755 | Total |
| Program Services | 569570 | ProgramServices |
| Management And General | 172734 | ManagementAndGeneral |
| Fundraising | 37451 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2661221 | Total |
| Program Services | 1784966 | ProgramServices |
| Management And General | 745578 | ManagementAndGeneral |
| Fundraising | 130677 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142884 | Total |
| Program Services | 836892 | ProgramServices |
| Management And General | 251469 | ManagementAndGeneral |
| Fundraising | 54523 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25254 | Total |
| Management And General | 25254 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44790 | Total |
| Management And General | 44790 | 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 | 60651 | Total |
| Fundraising | 60651 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226639 | Total |
| Management And General | 226639 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957854 | Total |
| Program Services | 583578 | ProgramServices |
| Management And General | 254259 | ManagementAndGeneral |
| Fundraising | 120017 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332015 | Total |
| Program Services | 240886 | ProgramServices |
| Management And General | 77150 | ManagementAndGeneral |
| Fundraising | 13979 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2588464 | Total |
| Program Services | 2279524 | ProgramServices |
| Management And General | 226913 | ManagementAndGeneral |
| Fundraising | 82027 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263041 | Total |
| Program Services | 24254 | ProgramServices |
| Management And General | 238787 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2400 | Total |
| Program Services | 2400 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1360390 | Total |
| Program Services | 286046 | ProgramServices |
| Management And General | 1074344 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2019780 | Total |
| Program Services | 1827707 | ProgramServices |
| Management And General | 68675 | ManagementAndGeneral |
| Fundraising | 123398 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115572 | Total |
| Program Services | 78437 | ProgramServices |
| Management And General | 33529 | ManagementAndGeneral |
| Fundraising | 3606 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495621 | Total |
| Program Services | 483119 | ProgramServices |
| Management And General | 12502 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67301 | Total |
| Management And General | 67301 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2274281 | Total |
| Program Services | 2049313 | ProgramServices |
| Management And General | 224968 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163849 | Total |
| Program Services | 34855 | ProgramServices |
| Management And General | 128994 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food Service | 204753 | 204753 | 0 | 0 |
| Bad Debts | 127906 | 0 | 127906 | 0 |
| Program & Misc Ins | 601547 | 601547 | 0 | 0 |
| Purchases for Resale | 184047 | 184047 | 0 | 0 |
| Membership & Journals | 133600 | 65828 | 59686 | 8086 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309150 | Total |
| Program Services | 133621 | ProgramServices |
| Management And General | 158455 | ManagementAndGeneral |
| Fundraising | 17074 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41922525 | Total |
| Program Services | 32732590 | ProgramServices |
| Management And General | 7718960 | ManagementAndGeneral |
| Fundraising | 1470975 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1682408 | BOY |
| EOY | 1052926 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1429636 | BOY |
| EOY | 2026247 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1735097 | BOY |
| EOY | 1330439 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4892748 | BOY |
| EOY | 4745552 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51637 | BOY |
| EOY | 86942 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365129 | BOY |
| EOY | 567325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 74720497 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33055120 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35127565 | BOY |
| EOY | 41665377 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25271350 | BOY |
| EOY | 24098751 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 991000 | BOY |
| EOY | 1198000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71546570 | BOY |
| EOY | 76771559 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2189120 | BOY |
| EOY | 2371144 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1070895 | BOY |
| EOY | 1144212 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15800000 | BOY |
| EOY | 15400000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553045 | BOY |
| EOY | 1525452 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265435 | BOY |
| EOY | 265435 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5666299 | BOY |
| EOY | 5536529 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25544794 | BOY |
| EOY | 26242772 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21965924 | BOY |
| EOY | 23448935 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10003469 | BOY |
| EOY | 12757875 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14032383 | BOY |
| EOY | 14321977 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46001776 | BOY |
| EOY | 50528787 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71546570 | BOY |
| EOY | 76771559 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 100609 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4426402 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $250 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $21,536 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $500 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 22286 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | University staff and students participate in an annual effort of private colleges in Virginia to promote support for Virginia Tuition Assistance Grants (VTAG) among Virginia state legislators in Richmond. A University staff member accompanies two or three students to visit with legislators in their offices. The total estimated staff cost, travel and supplies for this effort is $750 annually. The University is a member of the Council of Independent Colleges, Council of Independent Colleges in Virginia (CICV) and the National Association of Independent Colleges and Universities (NAICU). A portion of the activities of the organizations involves lobbying on higher education issues. Membership dues were $3,793, $14,215, and $3,528 in the tax year. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 138645 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16472059 | BeginningOfYearBalance |
| Contributions | 280000 | Contributions |
| Investment Earnings Or Losses | 4277065 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 789244 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 20239880 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14882988 | BeginningOfYearBalance |
| Contributions | 700120 | Contributions |
| Investment Earnings Or Losses | 1722948 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 333119 | GrantsOrScholarships |
| Other Expenditures | 500878 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 16472059 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21632206 | BeginningOfYearBalance |
| Contributions | 1010903 | Contributions |
| Investment Earnings Or Losses | -6848566 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 371004 | GrantsOrScholarships |
| Other Expenditures | 540551 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 14882988 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.6 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.4 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1199963 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 1199963 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 48904479 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 17441405 | Depreciation |
| Book Value | 31463074 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 10946130 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 7505571 | Depreciation |
| Book Value | 3440559 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 13669925 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 8108144 | Depreciation |
| Book Value | 5561781 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 41665377 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| US Governmnent Advances for Student Loans | $3,870,401 |
| Annuity and Life Income Obligations | $260,872 |
| Pensions and Other Postretirement Benefits | $488,400 |
| Derivitave Contract Liability | $916,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5536529 | TotalOfAmounts |
| Total Revenue | 42023134 | TotalRevenue |
| Total Expenses | 41922525 | TotalExpenses |
| Excess Or Deficit For Year | 100609 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4342520 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $83,882 | OtherAmount |
| Total Adjustments | 4426402 | TotalAdjustments |
| Excess Or Deficit Per FS | 4527011 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 37464143 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4342520 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 83882 | OtherRevenues |
| Revenue Not Rptd F990 | 4426402 | RevenueNotRptdF990 |
| Revenue Subtotal | 33037741 | RevenueSubtotal |
| Investment Expenses Not Included | 226639 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 8758754 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8985393 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42023134 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32937132 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32937132 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 226639 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 8758754 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 8985393 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 41922525 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The University operates and maintains the Menno Simons Historical Library (MSHL). The purpose of the MSHL is to collect, preserve, and make available for study and research the recorded history, doctrines, life, and arts of Anabaptis and Mennonite groups. The library also collects materials on Shenandoah Valley history, culture, and genealogy. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Intended use of endowment funds are to provide funding for student financial aid and for the various educational programs of the University. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Unrealized gain (loss) on interest rate swap. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Unrealized gain (loss) on interest rate swap: $83,882 |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Student financial aid reported as a reduction of gross revenue on financials: $8,758,754 |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Student financial aid reported as a reduction of gross revenue on audited financial statements: $8,758,754 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 1 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The University draws students from a large geographical area. Print and broadcast media are used in a very limited way to reach potential students. When newspaper or broadcast media are used, a non-discriminatory policy statement is included as it is in all publications and brochures used in the solicitation of students. |
| SchE_P01_S00_L05 | Schedule E, Part I, Line 5 | One of the University's programs of student financial assistance is available only to persons who self-identify as African-American, Hispanic, Asian, or Native american. The purpose of the program is to assist in recruiting and retaining students that bring racial and cultural diversity to the University community. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The University participates in the Federal Supplemental Educational Opportunity Grant (FSEOG) and the Federal Work Study program that provides funds to the University for awarding to students. The University also serves as a conduit for federal Pell grants, Virginia Tuition Assistance Grants (VTAG), and other federal and state programs that provide grants to the University's students. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (11 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 | Travel/Study for a group of undergraduate students. | 266102 |
| South Asia | 0 | 0 | Program Services | Travel/Study for a group of undergraduate students. | 275812 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Travel/Study for a group of undergraduate students. | 252839 |
| Middle East and North Africa | 0 | 0 | Program Services | Travel/Study for a group of undergraduate students. | 245865 |
| Central America and the Caribbean | 0 | 0 | Program Services | Travel/Study for a group of undergraduate students. | 149689 |
| South America | 0 | 0 | Program Services | Travel/Study for a group of undergraduate students. | 66247 |
| East Asia and the Pacific | 0 | 0 | Program Services | Training and facilitation workshops in peacebuilding. | 40540 |
| Middle East and North Africa | 0 | 0 | Program Services | Training and facilitation workshops in peacebuilding. | 16921 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Training workshop and facilitation in peacebuilding. | 4080 |
| Sub-Saharan Africa | 0 | 0 | Program Services | University faculty exchange program. | 44979 |
| Central America and the Caribbean | 0 | 0 | Program Services | Training and creating a trauma resilience program in Haiti. | 80833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 1443907 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Sub-Saharan Africa | University faculty exchange program | 26446 | 0 | |
| Central America and the Caribbean | Training and creating a trauma resilience program in Haiti. | 128288 | 0 | Wire Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The University receives periodic reports from the grantee (University of Hargeisa) on use of the funds. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Virginia College Fund | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 August Ave Ste 101 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | The Virginia College Fund solicits contributions from Virginia businesses and individuals on behalf of five private colleges located in Virginia. | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 190845 | GrossReceipts |
| Amount Retained By Contractor | 55399 | AmountRetainedByContractor |
| Net To Organization | 135446 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 190845 | TotalGrossReceipts |
| Total Retained By Contractors | 55399 | TotalRetainedByContractors |
| Total Net To Organization | 135446 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student financial assistance | TypeOfGrant |
| Number Of Recipients | 1200 | NumberOfRecipients |
| Amount Of Cash Grant | 8758754 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | EMU Awards student financial assistance grants to eligible students. Use of grant funds are monitored by applying them to the student account to offset charges for tuition and fees. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Loren E Swartzendruber | NamePerson |
| Base Compensation Filing Org | 138006 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 9767 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 23600 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 50603 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 221976 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | Tax Indemnification - The University reimburses ordaned employees that are treated as self-employed for social security tax purposes at an amount calculated to equal the FICA tax that would have been paid if the employee were not treated as "self-employed". Housing Allowanc - The President of the University received University provided campus housing valued at $30,000 per year as part of his compensation package. Club Dues - The President of the University is provided a club membership that is used for business purposes. Non-business use of the club, if any, is reported as taxable income. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| IDA of the Town of Broadway VA | ||||||
| 542028957 | 2008-11-18 | 10000000 | Construct and equip residence hall | 0 | 0 | 0 |
| IDA of the Town of Broadway VA | ||||||
| 542028957 | 2010-05-01 | 6000000 | Remodel Residence Halls | 0 | 0 | 0 |
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 | 3586023 | 10000000 | 0 | 0 | 0 | 98449 | 0 | 0 | 6315528 | 0 | 0 | 2009 | 1 | 0 | 1 | 1 |
| 0 | 0 | 6000000 | 1040091 | 0 | 0 | 46533 | 0 | 0 | 4913376 | 0 | 0 | 2011 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| Wells Fargo | ||||||||
| 0 | 1 | 1 | 10 | 0 | 0 | 0 | 0 | 1 |
| (no name) | ||||||||
| 0 | 1 | 0 | 0 | 0 | 1 | |||
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (3 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| EMU Students | Dependents of Board Members, Officers | 32600 | Scholarships |
| EMU Students | Dependents of Board Members, Officers | 32600 | Tuition Discount |
| EMU Students | Dependents of Board Members, Officers | 6450 | Academic Grants |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2550 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Experts | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7114 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Experts | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 130831 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18477 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Experts | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Musical Instruments | Description |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The University bylaws provide that the Mennonite Education Agency "shall appoint approximately three-fourths of the trustees". |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | The University bylaws provide that the President of the University is appointed by the Mennonite Education Agency and the University's Board of Trustees. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Form 990 is provided to trustees and the audit committee electronically for review prior to filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Trustees and officers are required to complete a conflict of interest questionnaire annually that is reviewed by the University audit committee. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Board of Trustees annually review and set the compensation level of the president using comparative survey information from the Council of Christian Colleges and Universities, and the Mennonite Education Agency. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Oraganizing documents, conflict of interest policy, and financial statements are provided to the public upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net unrealized gain on investments: $4,342,520 Unrealized gain on interest rate swap: $83,882 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mennonite Education Agency Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63846 County Road 35 Suite 1 | AddressLine1 |
| City | Goshen | City |
| State | IN | State |
| ZIP Code | 465289621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231583641 | EIN |
| Primary Activities | Managment and promotion of educational programs for the Mennonite church. | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 2, School | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Mennonite Education Agency Inc | |
| o | 67301 |
| Mennonite Education Agency Inc | |
| c | 63193 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Form 990 was reviewed and approved by the board of directors during the March 23, 2012 board meeting. Unfortunately, my two year old daughter was in the hospital for 10 days which kept me out of the office for most of the work days between March 23rd and April 11th. In addition, the Director of Finance and I misunderstood who was going to take the next step to file the Form 990 return. Upon my return to the office on April 11th I realized that the return had not been filed. I filed the return immediately upon recognizing the oversight. Historically, EMU has always filed our Form 990 on time. I am requesting some grace due to the health issues in my family. Thank you for your consideration. Sincerely, Daryl Bert Eastern Mennonite University VP for Finance 540-432-4107 | Explanation |
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