NEBRASKA WESLEYAN UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NEBRASKA WESLEYAN UNIVERSITY (EIN 47-0376524)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-01-03
- IRS object ID
- 201220619349301132
- Schema version
- 2010v3.6
- 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 G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-01-03T10:41:52-06:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAIN SLATTERY BARKLEY & COCPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7130 SOUTH 29TH STREET SUITE F | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68516 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470376524 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBRASKA WESLEYAN UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEBR | NameControl |
| Phone | 4024652111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 SAINT PAUL AVENUE | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 685042794 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERIK OHLES | Name |
| Title | PRESIDENT | Title |
| Phone | 4024652111 | Phone |
| Date Signed | 2011-12-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA J LAWRENCE | Name |
| Phone | 4024207300 | Phone |
| Date Prepared | 2011-12-22 | DatePrepared |
| 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 | FREDERIK OHLES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 SAINT PAUL AVENUE | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37435983 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NEBRWESLEYAN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | NE | StateLegalDomicile |
| Activity Or Mission Description | NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1431 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 17073 | TotalGrossUBI |
| Contributions Grants Prior Year | 4363379 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3767146 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28602024 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30845310 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1194457 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2340846 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 281348 | OtherRevenuePriorYear |
| Other Revenue Current Year | 314993 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32052294 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37268295 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21259180 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21642862 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 115920 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 18812 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1959961 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13324453 | OtherExpensePriorYear |
| Other Expenses Current Year | 13759105 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34699553 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35420779 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2647259 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1847516 | RevenuesLessExpensesCY |
| Total Assets BOY | 93330832 | TotalAssetsBOY |
| Total Assets EOY | 100548850 | TotalAssetsEOY |
| Total Liabilities BOY | 26316831 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25699268 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67014001 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 74849582 | NetAssetsOrFundBalancesEOY |
| Mission Description | NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 28185081 | Expense |
| Revenue | 31071451 | Revenue |
| Description | ACCREDITED LIBERAL ARTS UNIVERSITY AND AUXILIARY OPERATIONS (HOUSING AND FOOD SERVICE). FULL TIME ENROLLMENT WAS 1,585 AND 1,446 FOR THE FALL AND SPRING SEMESTERS, RESPECTIVELY. THE UNIVERSITY ALSO PROVIDES CONTINUING EDUCATION AND GRADUATE PROGRAMS. | Description |
| Total Program Service Expense | 28185081 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | 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 | 4216 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1431 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CLARK CHANDLER | NamePerson |
| Telephone Number | 4024652111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ST PAUL AVE | AddressLine1 |
| City | LINCOLN | City |
| State | NE | State |
| ZIP Code | 68504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 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 |
|---|---|---|---|---|---|---|---|
| OHLES FREDERIK | |||||||
| PRESIDENT | 40.00 | X | X | 268847 | 0 | 35858 | |
| CHIPMAN J SCOTT | |||||||
| FACULTY GOVE | 5.00 | X | 83129 | 0 | 12199 | ||
| SPERO STUART M | |||||||
| FACULTY GOVE | 40.00 | X | 69540 | 0 | 7696 | ||
| RUTH LARRY L | |||||||
| GOVERNOR | 5.00 | X | 2500 | 0 | 0 | ||
| MALDONADOJR REV DR DAVID | |||||||
| GOVERNOR | 5.00 | X | 1200 | 0 | 0 | ||
| VAGGALIS DENNIS | |||||||
| STUDENT GOVE | 12.00 | X | 989 | 0 | 0 | ||
| ABEL JAMES P | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| SCHROEDER THOMAS | |||||||
| STUDENT GOVE | 12.00 | X | 0 | 0 | 0 | ||
| SEARCY LG | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| GOURLEY E SUSAN | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| HARRIS MATTHEW | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| HOLDER TODD H | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| HUGE HARRY | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| JENSEN RONALD C | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| JOHNSON PAUL R | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| KEISLER-MUNRO SUSIE | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| KORELL BRAD | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| KRUSE JAMES R | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| LEGGE RICHARD | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| MAURER JUDITH R | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| MCDOWELL TYRE J | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| MILLER WATKINS ANN | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| MILLS LYNNE M | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| MOHR LAWRENCE | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| PETERSON RICHARD | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| ROUTH ROBERT J | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| SHERER-SIMPSON ANNE B | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| SNYDER SHERYL | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| JONES FRISON DEBORAH | |||||||
| GOVERNOR | 5.00 | X | 0 | 0 | 0 | ||
| KARTHAUSER PATRICIA | |||||||
| VICE PRESIDE | 40.00 | X | 157607 | 0 | 17473 | ||
| MUYSKENS JUDITH | |||||||
| PROVOST | 40.00 | X | 149238 | 0 | 17701 | ||
| CHANDLER CLARK | |||||||
| VICE PRESIDE | 40.00 | X | 148131 | 0 | 40745 | ||
| WEHRBEIN NANCY | |||||||
| CORP SECRETA | 40.00 | X | 67047 | 0 | 18681 | ||
| GREVING JOHN | |||||||
| VICE PRESIDE | 40.00 | X | 0 | 0 | 0 | ||
| THIETJE TIMOTHY | |||||||
| ASSOC VP ADV | 40.00 | 112623 | 0 | 13912 | X | ||
| SIEMSEN JACK | |||||||
| DEAN, UNIV C | 40.00 | 100847 | 0 | 32141 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1161698 | TotalReportableCompFromOrg |
| Total Other Compensation | 196406 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | 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 |
|---|---|---|---|---|---|
| SODEXHO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | CAMPUS FOOD SVC | 1324315 |
| KIEFER SPECIALTY FLOORING | |||||
| 2910 FALLING WATERS BLVD | LINDENHURST | IL | 60046 | TRACK SURFACING | 465417 |
| DATATEL INC | |||||
| 4375 FAIR LAKES COURT | FAIRFAX | VA | 22033 | COMP SOFTWR/SUP | 160392 |
| SECURITAS SECURITY SERVICES | |||||
| 12672 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CAMPUS SECURITY | 117698 |
| BLACKBOARD INC | |||||
| 2362 WEST SHANGRILA RD | PHOENIX | AZ | 85029 | SOFTWAR/HOSTING | 115474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 944357 | GovernmentGrants |
| All Other Contributions | 2822789 | AllOtherContributions |
| Noncash Contributions | 157664 | NoncashContributions |
| Total Contributions | 3767146 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TUITION AND FEES (NET) | 24806615 | 24806615 |
| AUXILIARY ENTERPRISES | 5643165 | 5643165 |
| MISC FEES AND CHARGES | 395530 | 395530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30845310 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1845781 | TotalRevenueColumn |
| Exclusion | $1,845,781 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 190870 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 142088 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48782 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48782 | TotalRevenueColumn |
| Exclusion | $48,782 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 333535 | Securities |
| Other | 187130 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 25600 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 333535 | Securities |
| Other | 161530 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 495065 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7502 | RelatedOrExemptFunctionIncome |
| Exclusion | $487,563 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 201566 | 201566 | |||
| INCR IN CSV OF LIFE INSURANCE | 47572 | $47,572 | |||
| FITNESS FACILITY RENTALS | 17073 | 713940 | 17073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 266211 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37268295 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31054378 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 17073 | UnrelatedBusinessRevenue |
| Exclusion | $2,429,698 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1102029 | Total |
| Program Services | 350946 | ProgramServices |
| Management And General | 708959 | ManagementAndGeneral |
| Fundraising | 42124 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15646029 | Total |
| Program Services | 13292910 | ProgramServices |
| Management And General | 1288439 | ManagementAndGeneral |
| Fundraising | 1064680 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 918562 | Total |
| Program Services | 766714 | ProgramServices |
| Management And General | 88276 | ManagementAndGeneral |
| Fundraising | 63572 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2819744 | Total |
| Program Services | 1709284 | ProgramServices |
| Management And General | 971434 | ManagementAndGeneral |
| Fundraising | 139026 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1156498 | Total |
| Program Services | 957453 | ProgramServices |
| Management And General | 123907 | ManagementAndGeneral |
| Fundraising | 75138 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29963 | Total |
| Management And General | 29963 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62150 | Total |
| Management And General | 62150 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18812 | Total |
| Fundraising | 18812 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143410 | Total |
| Management And General | 143410 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220891 | Total |
| Program Services | 116005 | ProgramServices |
| Management And General | 107032 | ManagementAndGeneral |
| Fundraising | -2146 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 874126 | Total |
| Program Services | 5440 | ProgramServices |
| Management And General | 648818 | ManagementAndGeneral |
| Fundraising | 219868 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 859579 | Total |
| Program Services | 713988 | ProgramServices |
| Management And General | 37017 | ManagementAndGeneral |
| Fundraising | 108574 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833990 | Total |
| Program Services | 787273 | ProgramServices |
| Management And General | 18933 | ManagementAndGeneral |
| Fundraising | 27784 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639585 | Total |
| Program Services | 525300 | ProgramServices |
| Management And General | 48279 | ManagementAndGeneral |
| Fundraising | 66006 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 894554 | Total |
| Program Services | 863951 | ProgramServices |
| Management And General | 30603 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1866352 | Total |
| Program Services | 1739773 | ProgramServices |
| Management And General | 126579 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603163 | Total |
| Program Services | 586214 | ProgramServices |
| Management And General | 16949 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAMPUS FOOD SERVICE | 1217820 | 1217820 | ||
| CURRENT RESTR EXPENDITURE | 1096815 | 1047000 | 42885 | 6930 |
| UTILITIES | 997899 | 930118 | 67781 | |
| PROGRAMMING | 509822 | 413394 | 54039 | 42389 |
| LIBRARY | 452311 | 452311 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2456675 | Total |
| Program Services | 1709187 | ProgramServices |
| Management And General | 660284 | ManagementAndGeneral |
| Fundraising | 87204 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35420779 | Total |
| Program Services | 28185081 | ProgramServices |
| Management And General | 5275737 | ManagementAndGeneral |
| Fundraising | 1959961 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7773241 | BOY |
| EOY | 7660422 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1837240 | BOY |
| EOY | 896261 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1262852 | BOY |
| EOY | 1190366 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2334951 | BOY |
| EOY | 2214589 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344228 | BOY |
| EOY | 673430 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 74175444 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 42138592 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32832285 | BOY |
| EOY | 32036852 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38735521 | BOY |
| EOY | 46883959 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8210514 | BOY |
| EOY | 8992971 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93330832 | BOY |
| EOY | 100548850 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3629110 | BOY |
| EOY | 3645006 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 577768 | BOY |
| EOY | 466261 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17497573 | BOY |
| EOY | 17039784 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2749596 | BOY |
| EOY | 2771759 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1862784 | BOY |
| EOY | 1776458 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26316831 | BOY |
| EOY | 25699268 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24636992 | BOY |
| EOY | 27048269 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9005762 | BOY |
| EOY | 13749815 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33371247 | BOY |
| EOY | 34051498 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67014001 | BOY |
| EOY | 74849582 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93330832 | BOY |
| EOY | 100548850 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1847516 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5988065 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Form1120 Pol Filed | false | Form1120PolFiled |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5494 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5494 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 33454546 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 33460040 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 6427 | CurrentYearMinus1 |
| Current Year | 5494 | CurrentYear |
| Total | 11921 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41157449 | BeginningOfYearBalance |
| Contributions | 1043616 | Contributions |
| Investment Earnings Or Losses | 7689422 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 957457 | GrantsOrScholarships |
| Other Expenditures | 764375 | OtherExpenditures |
| Administrative Expenses | 82363 | AdministrativeExpenses |
| End Of Year Balance | 48086292 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35983026 | BeginningOfYearBalance |
| Contributions | 994076 | Contributions |
| Investment Earnings Or Losses | 6022773 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 921180 | GrantsOrScholarships |
| Other Expenditures | 862338 | OtherExpenditures |
| Administrative Expenses | 58906 | AdministrativeExpenses |
| End Of Year Balance | 41157451 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45931490 | BeginningOfYearBalance |
| Contributions | 854866 | Contributions |
| Investment Earnings Or Losses | -9045404 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 867033 | GrantsOrScholarships |
| Other Expenditures | 817319 | OtherExpenditures |
| Administrative Expenses | 73574 | AdministrativeExpenses |
| End Of Year Balance | 35983026 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13130 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62780 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24090 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 805157 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1797228 | OtherCostOrOtherBasis |
| Book Value | 2602385 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1503825 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 53631656 | OtherCostOrOtherBasis |
| Depreciation | 27040662 | Depreciation |
| Book Value | 28094819 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 151188 | OtherCostOrOtherBasis |
| Depreciation | 119405 | Depreciation |
| Book Value | 31783 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16237595 | OtherCostOrOtherBasis |
| Depreciation | 14978525 | Depreciation |
| Book Value | 1259070 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48795 | OtherCostOrOtherBasis |
| Book Value | 48795 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32036852 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEF INTEREST IN PERPETUAL TRUSTS | 3654891 |
| CHAR REMAINDR TRUSTS HELD BY OTHERS | 2615619 |
| DEBT SERVICE RESERVE FUND (MKT VAL) | 1593483 |
| DEBT ACQ COSTS (UNAMORTIZED COST) | 735553 |
| CHAR REMAINDER TRUSTS (MKT VAL) | 380778 |
| OTHER ASSETS | 12647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8992971 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITIES | $1,567,516 |
| CHARITABLE REMAINDER TRUST OBLIGATNS | $208,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1776458 | TotalOfAmounts |
| Total Revenue | 37268295 | TotalRevenue |
| Total Expenses | 35420779 | TotalExpenses |
| Excess Or Deficit For Year | 1847516 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5291472 | NetUnrealizedGLOnInvestments |
| Other | $696,593 | OtherAmount |
| Total Adjustments | 5988065 | TotalAdjustments |
| Excess Or Deficit Per FS | 7835581 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 43207744 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5291472 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 31000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 696593 | OtherRevenues |
| Revenue Not Rptd F990 | 6019065 | RevenueNotRptdF990 |
| Revenue Subtotal | 37188679 | RevenueSubtotal |
| Investment Expenses Not Included | 79616 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 79616 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 37268295 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35372163 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 31000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 31000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35341163 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 79616 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 79616 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35420779 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESCROW LIABILITY ARRANGEMENT EXPLANATION | SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE UNIVERSITY HOLDS AND MANAGES FUNDS FOR THE PERKINS LOAN PROGRAM ON BEHALF OF THE U.S. DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY MAINTAINS ACCOUNTS ON BEHALF OF STUDENT ORGANIZATIONS AND OTHER GROUPS AND INDIVIDUALS WITHIN THE UNIVERSITY COMMUNITY. ALL OF THESE FUNDS ARE CONSIDERED TO BE AGENCY FUNDS (FUNDS HELD FOR OTHERS) FOR FINANCIAL REPORTING PURPOSES BECAUSE THE UNIVERSITY DOES NOT EXERCISE CONTROL OVER HOW THE FUNDS ARE USED. |
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 50 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR- RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF GOVERNORS TO FUNCTION AS ENDOWMENT. THE UNIVERSITY'S POLICY IS TO APPROPRIATE A SPENDING DISTRIBUTION EACH YEAR IN ACCORDANCE WITH A WRITTEN INVESTMENT POLICY FOR MANAGEMENT OF THE ENDOWMENT. THE ANNUAL APPROPRIATION IS ALLOCATED TO VARIOUS PURPOSES DEPENDING ON THE RESTRICTIONS OR DESIGNATIONS OF THE FUNDS MAKING UP THE ENDOWMENT. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 334,142 NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 362,451 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 334,142 NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 362,451 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | Identifier |
| Return Reference | SCHEDULE E LINE 6 | ReturnReference |
| Explanation | UNIVERSITY PARTICIPATES IN FEDERAL AND STATE STUDENT FINANCIAL AID PROGRAMS AND RECEIVED OTHER FEDERALLYFUNDED GRANTS AS A SUBRECIPIENT FROM VARIOUS STATE PASSTHROUGH AGENCIES AND DIRECTLY FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES | 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 |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | BRAKELEY BRISCOE | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 W BELLEVUE AVE | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANT | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 18812 | AmountRetainedByContractor |
| Net To Organization | -18812 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 18812 | TotalRetainedByContractors |
| Total Net To Organization | -18812 | TotalNetToOrganization |
| Licensed States | NE | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FUNDRAISING VS REIMBURSEMENT EXPLANATION | Identifier |
| Return Reference | SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V | ReturnReference |
| Explanation | BRAKELEY BRISCOE CONSULTING AND STRATEGIC PLANNING | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| 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 |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| OHLES FREDERIK | ||||
| 244000 | 24847 | 15925 | 19933 | 304705 |
| KARTHAUSER PATRICIA | ||||
| 151607 | 6000 | 10675 | 6798 | 175080 |
| MUYSKENS JUDITH | ||||
| 149238 | 10535 | 7166 | 166939 | |
| CHANDLER CLARK | ||||
| 142131 | 6000 | 10541 | 30204 | 188876 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | SCHEDULE J, PAGE 1, PART I, LINE 4 | OHLES, FREDERIK 0 24,847 0 |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | THE UNIVERSITY OFFERS A SECTION 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN TO CERTAIN MANAGEMENT LEVEL EMPLOYEES. FREDERIK OHLES'S NONQUALIFIED DEFERRED COMPENSATION INCLUDES 16,500 OF ELECTIVE CONTRIBUTIONS AND 8,347 OF EARNINGS CREDITED TO HIS 457(B) ANNUITY ACCOUNT WHICH ARE ALSO REPORTED AS OTHER COMPENSATION IN COLUMN B(III) OF PART II. NONTAXABLE BENEFITS REPORTED FOR CLARK CHANDLER INCLUDE BENEFITS RECEIVED UNDER THE UNIVERSITY'S TUITION REMISSION PROGRAM. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1544 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 154165 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HIGH LOW MARKET PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISCELLANEOUS | Description |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1955 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED RETAIL VALUE | MethodOfDeterminingRevenues |
| 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 USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | REAL ESTATE AGENTS ARE USED TO SELL GIFTS OF REAL ESTATE. GIFTS OF PUBLICLY TRADED STOCK ARE TRANSFERRED TO A UNIVERSITY BROKERAGE ACCOUNT AND GENERALLY SOLD SHORTLY AFTER THE DONATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | BOARD OF GOVERNORS MEMBERS SERVE IN A VOLUNTEER CAPACITY. VOLUNTEERS ASSIST THE UNIVERSITY WITH VARIOUS ACTIVITIES AND SPECIAL EVENTS THROUGHOUT THE SCHOOL YEAR. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE COMPLETED FORM 990 IS REVIEWED BY THE APPROPRIATE UNIVERSITY ADMINISTRATORS. IN ADDITION, A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF GOVERNORS TO REVIEW AND COMMENT TO THE EXECUTIVE COMMITTEE. A DETAILED REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE. WHEN THE REVIEW IS COMPLETE, AN APPROPRIATE UNIVERSITY ADMINISTRATOR SIGNS FORM 990. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE PRESIDENT AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. ALL COMPENSATION IS DOCUMENTED IN A CONTRACTUAL ARRANGEMENT. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE PRESIDENT USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS APPROVES THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE CONCLUSIONS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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