THE LUTHERAN UNIVERSITY ASSOCIATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE LUTHERAN UNIVERSITY ASSOCIATION INC (EIN 35-0868125)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-08
- IRS object ID
- 201221299349300622
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T09:16:55-07:00 | 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 | 350868125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN UNIVERSITY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUTH | NameControl |
| Phone | 2194645215 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Chapel Drive | AddressLine1 |
| City | Valparaiso | City |
| State | IN | State |
| ZIP Code | 46383 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charley Gillispie | Name |
| Title | VP Admin & Finance | Title |
| Phone | 2194645215 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valparaiso University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark A Heckler | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Chapel Drive | AddressLine1 |
| City | Valparaiso | City |
| State | IN | State |
| ZIP Code | 46383 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 163118874 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | valpo.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1925 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | Valparaiso University is a comprehensive, private university with a Lutheran heritage that serves approximately 4,000 full- and part-time students. It has been identified as one of the top master's-level institutions in the Midwest and has received special recognition for its outstanding teaching and educational value. More than 80 academic programs are offered through the colleges of Arts and Sciences, Business Administration, Engineering and Nursing. Valpo also has an honors college, Graduate School and School of Law. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3238 | TotalNbrEmployees |
| Total Nbr Volunteers | 185 | TotalNbrVolunteers |
| Total Gross UBI | 42563 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12666355 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 29582965 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 118210680 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 123478101 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1781840 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1780186 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 458826 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1110180 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 133117701 | TotalRevenuePriorYear |
| Total Revenue Current Year | 155951432 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 40321472 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 42161235 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 60886958 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 65402010 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 46529 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 79690 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3273129 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 39155030 | OtherExpensePriorYear |
| Other Expenses Current Year | 42383903 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 140409989 | TotalExpensesPriorYear |
| Total Expenses Current Year | 150026838 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7292288 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5924594 | RevenuesLessExpensesCY |
| Total Assets BOY | 491649600 | TotalAssetsBOY |
| Total Assets EOY | 513638644 | TotalAssetsEOY |
| Total Liabilities BOY | 117019022 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 106940473 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 374630578 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 406698171 | NetAssetsOrFundBalancesEOY |
| Mission Description | Valparaiso University, a community of learning dedicated to excellence and grounded in the Lutheran tradition of scholarship, freedom, and faith, prepares students to lead and serve in both church and society. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 93906523 | Expense |
| Grants | 38561830 | Grants |
| Revenue | 82060750 | Revenue |
| Description | Undergraduate Programs- Valparaiso University enrolls nearly 3,000 undergraduate students in more than 70 academic programs that integrate the best of the liberal arts with professional preparation. Programs are offered through the colleges of Arts and Sciences, Business, Engineering and Nursing, as well as Christ College, Valparaiso University's honors college. New programs include a bachelor's degree in health care leadership. Valpo has been identified as one of the top master's-level institutions in the Midwest by U.S. News & World Report magazine for more than two decades. Valpo sponsors numerous international study opportunities and is recognized as a model in preparing graduates with strong cross-cultural skills and global awareness, winning the Sen. Paul Simon Award for Campus Internationalization. The six-year graduation rate is 72 percent, nearly 20 percent better than the national average, and the placement rate of Valpo graduates has exceeded 90 percent for nearly 20 years. In 2010-2011, students performed nearly 70,000 hours of community service and raised tens of thousands of dollars for philanthropic causes. Valparaiso University's Division I athletics teams continue to succeed in the classroom, with 32 members of the football team named to the Pioneer Football League's Academic Honor Roll. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5173039 | Expense |
| Grants | 312151 | Grants |
| Revenue | 6367218 | Revenue |
| Description | Graduate School- Valparaiso University's Graduate School offers more than 40 academic programs, including master's degrees in international commerce and policy, nursing, education, digital media, sports administration, liberal studies and business administration. The Graduate School enrolled 565 students in 2011. Focuses of Valpo's Graduate School are areas of study that appeal to international students, meet critical needs of the 21st century, and serve students seeking professional and career advancement. International students make up more than 20 percent of Valpo's graduate enrollment. In addition to emphasizing professional training, skills and knowledge, the Graduate School also influences the cultural, emotional and intellectual development of students. Recently established programs include a doctor of nursing practice, a master of science in information technology and management, and a master's degree in arts and entertainment administration. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15132510 | Expense |
| Grants | 3269390 | Grants |
| Revenue | 20574060 | Revenue |
| Description | Law School - The Valparaiso University Law School encourages students to view law as a calling, to become lawyers and leaders who use their influence for service and the public good. Students develop aptitude in enduring core competencies of legal history, theory and practice, as well as advanced skill in legal research and writing. The Law School enrollment was 573 students in 2011. In addition to J.D. and LL.M. degrees, the school offers dual degree programs that pair a J.D. with an M.A. in clinical mental health counseling, M.A. in liberal studies, M.A. in psychology, M.S. in international commerce and policy, M.S. in sports administration, or MBA. Through Valparaiso's Law Clinic, students develop their legal skills in eight practice areas while providing free legal services to underserved members of the community. The Law School attracts a diverse spectrum of students, with 36 percent of first-year law students in fall 2011 being members of historically underrepresented minorities in the legal profession._ | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25498073 | Expense |
| Grants | 0 | Grants |
| Revenue | 14476073 | Revenue |
| Description | Valparaiso University provides additional services to students including housing and Division I athletics opportunities. Also, the University supports theatre, music and visual arts programs beneficial to students as well as the general public. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 25498073 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 14476073 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 139710145 | 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 | 1 | 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 | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | 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 | 1 | 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 | 1 | 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 5044 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3238 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| 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 |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Charley E Gillispie | NamePerson |
| Telephone Number | 2194645215 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Chapel Drive | AddressLine1 |
| City | Valparaiso | City |
| State | IN | State |
| ZIP Code | 463836493 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Connie B Ashline | |||||||||
| Board Member | 3 | X | 0 | 0 | 0 | ||||
| Richard E Beumer | |||||||||
| Board Member | 5 | X | 0 | 0 | 0 | ||||
| N Cornell Boggs III | |||||||||
| Board Secretary | 2 | X | 0 | 0 | 0 | X | |||
| Luther C Brunette | |||||||||
| Board Member | 3 | X | 0 | 0 | 0 | ||||
| John L Draheim | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Mark H Duesenberg | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Linda K Ertel | |||||||||
| Board Member | 5 | X | 0 | 0 | 0 | ||||
| Carolyn Schlie Femovich | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Pamela R Fickenscher | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Donald V Fites | |||||||||
| Board Member | 6 | X | 0 | 0 | 0 | ||||
| Stephen A Furbacher | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Joyce S Hagen | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Mark F Hagerman | |||||||||
| Board Member | 4 | X | 0 | 0 | 0 | ||||
| Robert D Hansen | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Mark P Helge | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| David J Hessler | |||||||||
| Board Member | 4 | X | 0 | 0 | 0 | ||||
| Susan P Hooker | |||||||||
| Board Member | 3 | X | 0 | 0 | 0 | ||||
| Colette J Irwin-Knott | |||||||||
| Board Member | 5 | X | 0 | 0 | 0 | ||||
| Frederick G Kraegel | |||||||||
| Board Chair | 8 | X | 0 | 0 | 0 | X | |||
| Grant A Krafft | |||||||||
| Board Member | 3 | X | 0 | 0 | 0 | ||||
| Bruce R Laning | |||||||||
| Board Member | 4 | X | 0 | 0 | 0 | ||||
| Thomas E Madden | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Marion J Moon | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Charles E Niemier | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Steven W Parks | |||||||||
| Board Member | 4 | X | 0 | 0 | 0 | ||||
| Richard W Pehlke | |||||||||
| Board Member | 5 | X | 0 | 0 | 0 | ||||
| Bonnie E Raquet | |||||||||
| Board Vice Chair | 7 | X | 0 | 0 | 0 | X | |||
| Linnea K Roberts | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Paul D Schrage | |||||||||
| Board Member | 5 | X | 0 | 0 | 0 | ||||
| Mark A Schulz | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Jon R Schumacher | |||||||||
| Board Member | 4 | X | 0 | 0 | 0 | ||||
| Scott A Seefeld | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| John W Shelton | |||||||||
| Board Member | 1 | X | 0 | 0 | 0 | ||||
| Harley W Snyder | |||||||||
| Board Member | 11 | X | 0 | 0 | 0 | ||||
| Paul A Strasen | |||||||||
| Board Treasurer | 3 | X | 0 | 0 | 0 | X | |||
| Herbert F Stride | |||||||||
| Board Member | 0 | X | 0 | 0 | 0 | ||||
| Norman H Volk | |||||||||
| Board Member | 3 | X | 0 | 0 | 0 | ||||
| Joel R Wilson | |||||||||
| Board Member | 7 | X | 0 | 0 | 0 | ||||
| Carl H Young | |||||||||
| Board Member | 2 | X | 0 | 0 | 0 | ||||
| Mark Heckler | |||||||||
| President | 65 | X | 330206 | 0 | 28312 | X | |||
| Mark Schwehn | |||||||||
| Provost | 65 | 200573 | 0 | 22782 | X | ||||
| Charley Gillispie | |||||||||
| VP Adm & Fin | 65 | 175168 | 0 | 21461 | X | ||||
| Lisa Hollander | |||||||||
| VP Advcmnt | 60 | 85429 | 0 | 4868 | X | ||||
| Boyd Bradshaw | |||||||||
| VP Enrollment | 60 | 182821 | 0 | 21362 | X | ||||
| Darron Farha | |||||||||
| VP & General Counsel | 60 | 151755 | 0 | 23196 | X | ||||
| Scott Ochander | |||||||||
| VP Mktg & Communications | 65 | 162524 | 0 | 19930 | X | ||||
| Bonnie Hunter | |||||||||
| VP St Affairs | 60 | 143913 | 0 | 14589 | X | ||||
| Jay Conison | |||||||||
| Dean,Law School | 75 | 246181 | 0 | 26763 | X | ||||
| Homer Drew | |||||||||
| Head Coach | 75 | 194546 | 0 | 68556 | X | ||||
| Ivan Bodensteiner | |||||||||
| Law Professor | 50 | 196295 | 0 | 21544 | X | ||||
| Bruce Berner | |||||||||
| Law Professor | 50 | 192773 | 0 | 20863 | X | ||||
| JoEllen Lind | |||||||||
| Law Professor | 50 | 197807 | 0 | 16967 | X | ||||
| Seymour Moskowitz | |||||||||
| Law Professor | 50 | 181382 | 0 | 19457 | X | ||||
| Richard Maddox | |||||||||
| Former VP Advcmnt | 40 | 158031 | 0 | 19645 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2799404 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 350295 | TotalOtherCompensation |
| Number Individuals GT100 K | 75 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| McShane Construction Company | |||||
| 9550 W Higgins Road Ste 200 | Rosemont | IL | 60018 | Construction Management Services | 1307735 |
| Superior Design Build | |||||
| 2345 167th St | Hammond | IN | 46323 | Construction Management Services | 189065 |
| BKD LLP | |||||
| 200 E Main St Ste 700 | Fort Wayne | IN | 468021900 | Audit Services | 125950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 4712540 | GovernmentGrants |
| All Other Contributions | 24870425 | AllOtherContributions |
| Noncash Contributions | 16977257 | NoncashContributions |
| Total Contributions | 29582965 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition & Fees | 611310 | 109616091 | 109616091 | 0 | $0 |
| Student housing & auxiliary | 611310 | 10647988 | 10647988 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3214022 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3214022 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 123478101 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1917325 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,917,325 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16676 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,676 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 164737 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 170409 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -5672 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5672 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$5,672 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1860673 | Securities |
| Other | 6500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1823914 | Securities |
| Other | 197074 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36759 | Securities |
| Other | -190574 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -153815 | TotalRevenueColumn |
| Related Or Exempt Function Income | -190574 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $36,759 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| 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) |
|---|---|---|
| Gross Sales Of Inventory | 6060997 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4976045 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1084952 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1073289 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 11663 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Advertising | 511120 | 28700 | 0 | 28700 | $0 |
| Special Events | 900004 | 2200 | 0 | 2200 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| 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 Other Revenue | 30900 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 155951432 | TotalRevenueColumn |
| Related Or Exempt Function Income | 124360816 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 42563 | UnrelatedBusinessRevenue |
| Exclusion | $1,965,088 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17865 | Total |
| Program Services | 17865 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42143370 | Total |
| Program Services | 42143370 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1906708 | Total |
| Program Services | 821065 | ProgramServices |
| Management And General | 881956 | ManagementAndGeneral |
| Fundraising | 203687 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48106800 | Total |
| Program Services | 43790117 | ProgramServices |
| Management And General | 2676590 | ManagementAndGeneral |
| Fundraising | 1640093 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3364638 | Total |
| Program Services | 3001198 | ProgramServices |
| Management And General | 239400 | ManagementAndGeneral |
| Fundraising | 124040 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8702891 | Total |
| Program Services | 7762828 | ProgramServices |
| Management And General | 619225 | ManagementAndGeneral |
| Fundraising | 320838 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3320973 | Total |
| Program Services | 2962250 | ProgramServices |
| Management And General | 236293 | ManagementAndGeneral |
| Fundraising | 122430 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171719 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 171719 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139584 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 139584 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79690 | Total |
| Fundraising | 79690 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1230151 | Total |
| Program Services | 1070045 | ProgramServices |
| Management And General | 160106 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 651079 | Total |
| Program Services | 325751 | ProgramServices |
| Management And General | 323251 | ManagementAndGeneral |
| Fundraising | 2077 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16393109 | Total |
| Program Services | 14967032 | ProgramServices |
| Management And General | 996366 | ManagementAndGeneral |
| Fundraising | 429711 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827936 | Total |
| Program Services | 606824 | ProgramServices |
| Management And General | 128232 | ManagementAndGeneral |
| Fundraising | 92880 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4172212 | Total |
| Program Services | 4095682 | ProgramServices |
| Management And General | 50863 | ManagementAndGeneral |
| Fundraising | 25667 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2241838 | Total |
| Program Services | 2069492 | ProgramServices |
| Management And General | 79437 | ManagementAndGeneral |
| Fundraising | 92909 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792800 | Total |
| Program Services | 681805 | ProgramServices |
| Management And General | 63189 | ManagementAndGeneral |
| Fundraising | 47806 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3144632 | Total |
| Program Services | 3086949 | ProgramServices |
| Management And General | 38337 | ManagementAndGeneral |
| Fundraising | 19346 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11171038 | Total |
| Program Services | 10966128 | ProgramServices |
| Management And General | 136187 | ManagementAndGeneral |
| Fundraising | 68723 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711859 | Total |
| Program Services | 710638 | ProgramServices |
| Management And General | 1221 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Bad debts | 429519 | 429519 | 0 | 0 |
| Memberships/subscriptions | 306427 | 201587 | 101608 | 3232 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150026838 | Total |
| Program Services | 139710145 | ProgramServices |
| Management And General | 7043564 | ManagementAndGeneral |
| Fundraising | 3273129 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51766006 | BOY |
| EOY | 37586449 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29207268 | BOY |
| EOY | 27548522 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4984792 | BOY |
| EOY | 4192842 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9869182 | BOY |
| EOY | 9483725 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92553 | BOY |
| EOY | 91516 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1223806 | BOY |
| EOY | 1176315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 331848371 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 118485395 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204713298 | BOY |
| EOY | 213362976 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26464805 | BOY |
| EOY | 50565177 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160502044 | BOY |
| EOY | 168073186 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2825846 | BOY |
| EOY | 1557936 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491649600 | BOY |
| EOY | 513638644 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10347730 | BOY |
| EOY | 12344993 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8123695 | BOY |
| EOY | 8189953 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2451396 | BOY |
| EOY | 2562478 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79145000 | BOY |
| EOY | 66435000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16951201 | BOY |
| EOY | 17408049 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117019022 | BOY |
| EOY | 106940473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75076349 | BOY |
| EOY | 87798170 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193713549 | BOY |
| EOY | 209718960 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105840680 | BOY |
| EOY | 109181041 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374630578 | BOY |
| EOY | 406698171 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491649600 | BOY |
| EOY | 513638644 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5924594 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 26142999 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $104,173 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 104173 | 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 | To obtain funding for educational programs, Russ Reid Company was under contract to provide general representation before Congress. Communications with Congressional offices included meetings, delivery of letters, e-mails and phone calls. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 61097 | RevenuesIncluded |
| Assets In Part X | 0 | 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 Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 142634092 | BeginningOfYearBalance |
| Contributions | 3180626 | Contributions |
| Investment Earnings Or Losses | 26608815 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3061657 | GrantsOrScholarships |
| Other Expenditures | 2775011 | OtherExpenditures |
| Administrative Expenses | 155348 | AdministrativeExpenses |
| End Of Year Balance | 166431517 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 143641452 | BeginningOfYearBalance |
| Contributions | 1127904 | Contributions |
| Investment Earnings Or Losses | 4499182 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2536207 | GrantsOrScholarships |
| Other Expenditures | 3949407 | OtherExpenditures |
| Administrative Expenses | 148832 | AdministrativeExpenses |
| End Of Year Balance | 142634092 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 203105048 | BeginningOfYearBalance |
| Contributions | 4907951 | Contributions |
| Investment Earnings Or Losses | -53266559 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5310420 | GrantsOrScholarships |
| Other Expenditures | 5656279 | OtherExpenditures |
| Administrative Expenses | 138289 | AdministrativeExpenses |
| End Of Year Balance | 143641452 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.1101 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.8869 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.003 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 10146557 | OtherCostOrOtherBasis |
| Book Value | 10146557 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 214565211 | OtherCostOrOtherBasis |
| Depreciation | 67700075 | Depreciation |
| Book Value | 146865136 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 34297213 | OtherCostOrOtherBasis |
| Depreciation | 9642866 | Depreciation |
| Book Value | 24654347 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 54821815 | OtherCostOrOtherBasis |
| Depreciation | 41142454 | Depreciation |
| Book Value | 13679361 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 18017575 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 18017575 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 213362976 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Commonfund Bond Fund | 25536903 | F |
| Commonfund Commodities Fund | 5009404 | F |
| Commonfund Equities Fds | 76660419 | F |
| Commonfund Private Capital | 43993831 | F |
| Commonfund Treasury Access | 12540243 | F |
| Life Ins,Private Real Estate,Other | 4332386 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 168073186 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Non-amortizable assets | 335000 |
| Bond costs net of amortization | 695336 |
| Beneficiary interest in perpetual trusts | 527600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1557936 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Student deposits | $619,647 |
| Conditional asset retirement obligation | $6,736,482 |
| Obligations under spit interest agreements | $6,208,020 |
| Postretirement benefits | $3,408,394 |
| Other liabilities | $435,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17408049 | TotalOfAmounts |
| Total Revenue | 155951432 | TotalRevenue |
| Total Expenses | 150026838 | TotalExpenses |
| Excess Or Deficit For Year | 5924594 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 26142999 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 26142999 | TotalAdjustments |
| Excess Or Deficit Per FS | 32067593 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 145060756 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 26142999 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 26142999 | RevenueNotRptdF990 |
| Revenue Subtotal | 118917757 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 37033675 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37033675 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 155951432 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 112993163 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 5109695 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5109695 | ExpensesNotRptdF990 |
| Expenses Subtotal | 107883468 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 42143370 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 42143370 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 150026838 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The Brauer Museum of Art is home to a nationally recognized collection of 19th and 20th century American art and includes works by Frederic Edwin Church, Asher B Durand, Childe Hassam, Georgia O'Keeffe, and Ed Paschke. It also houses the largest known collection of works by Junius R Sloan (1827-1900), a Hudson River School painter who lived and worked in the Midwest. Other focus areas within the collection include world religious art and Midwestern regional art. As well as displaying selections from its permanent collection, the Brauer Museum hosts a full schedule of special exhibitions and events. Through exhibition of the collection and special events, the Museum provides educational opportunities for students as well as the general public which enhances the University's educational purpose. The book value of the artwork added to the collection since 1996 is included in plant assets on the balance sheet. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Valparaiso Unviersity's endowment funds are used to provide financial assistance to students in the form of scholarships and loans. Endowment funds are also designated to the support of academic programs, faculty chairs and professorships, research, student programs, library services, and the operation and maintenance of facilities. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Adjustments include cost of goods sold for dining operations, rental expenses and the gain/loss on sale of short term securities which are included in the calculation of revenue on form 990, but are included in expenses in the audit report. In addition, student financial aid expense is a reduction to revenue for audit purposes but reported as an expense for Form 990 reporting. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Adjustments include cost of goods sold for dining operations, rental expenses and the gain/loss on sale of short term securities which are included in the calculation of revenue on form 990, but are included in expenses in the audit report. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Student financial aid expense is a reduction to revenue for audit purposes but reported as an expense for Form 990 reporting. |
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 | 0 | 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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Valparaiso University's general catalog includes the non-discrimination policy as follows: It is the policy of Valparaiso Unviersity to prohibit unlawful discrimination on the basis of gender, disability, race, color, age, veteran status or national origin in its educational programs, admissions programs and so forth. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | Valparaiso University receives federal and state research grant funds and grants for student financial aid. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 2 | 2 | Program Services | Valparaiso University administers study abroad programs to provide students with educational experiences in Reutlingen, Germany and Campbridge, England. The University also provides study abroad opportunities through student exchange agreements with European Colleges and Unversities including England, France and Germany. Other educational opportunities through cooperative agreements are available in Spain, France and Greece. | 590976 |
| East Asia and the Pacific | 0 | 0 | Program Services | Valparaiso University administers a study abroad program to provide students with educational experiences in Hangzhou, China. The University also provides educational opportunities through student exchange agreements with Kansai Gaidai University in Japan and Payap University in Chiang Mai, Thailand. | 41314 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Valparaiso University provides educational opportunities through a cooperative agreement in Windhoek, Namibia. | 184500 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Valparaiso University administers a study abroad program to provide students with an educational experience in Puebla, Mexico. | 33524 |
| South America | 0 | 0 | Program Services | The Valparaiso University School of Law provides law students an education opportunity in Chile during the summer term. | 89153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 939467 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | 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 |
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 | 0 | AgreementRefFundraising |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | 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 | VA | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma State University | BusinessNameLine1 |
| Business Name Line2 | Grants & Contracts Financial Admin | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 645 | AddressLine1 |
| City | Stillwater | City |
| State | OK | State |
| ZIP Code | 74076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 736017987 | EINOfRecipient |
| IRC Section | Government Entity | IRCSection |
| Amount Of Cash Grant | 16076 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | Sonde launches and vertical profiles in eastern Texas. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships awarded to Valparaiso University students to assist with educational expenses. | TypeOfGrant |
| Number Of Recipients | 2781 | NumberOfRecipients |
| Amount Of Cash Grant | 42143370 | 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 | Valparaiso University is committed to providing resources necessary to help students complete their education. In selecting the students to receive this assistance, the University places primary emphasis on the student's academic achievement and financial need. Awards are determined by the University Scholarship Committee. Upon enrollment verification, the awards are used to offset the cost of attendance. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 | 1 | 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 (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Heckler | |||||||||||||
| 330206 | 0 | 0 | 0 | 0 | 0 | 18375 | 0 | 28447 | 0 | 377028 | 0 | 0 | 0 |
| Mark Schwehn | |||||||||||||
| 200573 | 0 | 0 | 0 | 0 | 0 | 14683 | 0 | 8651 | 0 | 223907 | 0 | 0 | 0 |
| Charley Gillispie | |||||||||||||
| 175168 | 0 | 0 | 0 | 0 | 0 | 13362 | 0 | 8607 | 0 | 197137 | 0 | 0 | 0 |
| Lisa Hollander | |||||||||||||
| 85429 | 0 | 0 | 0 | 0 | 0 | 4868 | 0 | 0 | 0 | 90297 | 0 | 0 | 0 |
| Boyd Bradshaw | |||||||||||||
| 182821 | 0 | 0 | 0 | 0 | 0 | 11677 | 0 | 9737 | 0 | 204235 | 0 | 0 | 0 |
| Darron Farha | |||||||||||||
| 151755 | 0 | 0 | 0 | 0 | 0 | 11750 | 0 | 11554 | 0 | 175059 | 0 | 0 | 0 |
| Scott Ochander | |||||||||||||
| 162524 | 0 | 0 | 0 | 0 | 0 | 9805 | 0 | 10180 | 0 | 182509 | 0 | 0 | 0 |
| Bonnie Hunter | |||||||||||||
| 143913 | 0 | 0 | 0 | 0 | 0 | 10918 | 0 | 4097 | 0 | 158928 | 0 | 0 | 0 |
| Jay Conison | |||||||||||||
| 246181 | 0 | 0 | 0 | 0 | 0 | 18375 | 0 | 9082 | 0 | 273638 | 0 | 0 | 0 |
| Homer Drew | |||||||||||||
| 194546 | 0 | 0 | 0 | 0 | 0 | 64885 | 0 | 4203 | 0 | 263634 | 0 | 0 | 0 |
| Ivan Bodensteiner | |||||||||||||
| 196295 | 0 | 0 | 0 | 0 | 0 | 13445 | 0 | 8609 | 0 | 218349 | 0 | 0 | 0 |
| Bruce Berner | |||||||||||||
| 192773 | 0 | 0 | 0 | 0 | 0 | 13804 | 0 | 7581 | 0 | 214158 | 0 | 0 | 0 |
| JoEllen Lind | |||||||||||||
| 197807 | 0 | 0 | 0 | 0 | 0 | 13218 | 0 | 4251 | 0 | 215276 | 0 | 0 | 0 |
| Seymour Moskowitz | |||||||||||||
| 181382 | 0 | 0 | 0 | 0 | 0 | 12398 | 0 | 7535 | 0 | 201315 | 0 | 0 | 0 |
| Richard Maddox | |||||||||||||
| 158031 | 0 | 0 | 0 | 0 | 0 | 11546 | 0 | 8545 | 0 | 178122 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The spouse of the University President will occasionally travel with the President. The President's spouse conducts business on behalf of the University and attends events deemed appropriate when traveling with the President. The President is also provided housing in the University residence as a condition of employment. The residence is used regularly for business purposes including meetings and events with faculty, staff, students, donors and other University constituents. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | The University funds a nonqualified deferred compensation plan for Homer Drew, Basketball Coach. The deferred compensation arrangement is subject to Board approval and oversight. The annual funding is $60,000 and is subject to terms of his employment contract. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Indiana Finance Authority | |||||||
| 351602316 | 455057KK4 | 2007-11-08 | 31469854 | Refunding of Series 2003 Energy Bonds and various facilities projects | 0 | 0 | 0 |
| Indiana Finance Authority | |||||||
| 351602316 | 455057YZ6 | 2010-06-23 | 30421188 | Refunding of Series 1999 Bonds and various facilities projects | 0 | 0 | 0 |
| Indiana Educational Facilities Authority | |||||||
| 521698917 | 455048S90 | 2003-08-06 | 15763301 | Refinancing of Series 1993 Bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 465000 | 0 | 31469854 | 0 | 2141871 | 0 | 283698 | 0 | 0 | 28017673 | 1186156 | 0 | 2010 | 1 | 0 | 1 | 1 |
| 675000 | 0 | 30421188 | 0 | 0 | 0 | 281865 | 0 | 0 | 4847245 | 9569323 | 15741133 | 1 | 0 | 0 | 1 | |
| 8730000 | 0 | 15763301 | 0 | 0 | 0 | 119372 | 538408 | 0 | 0 | 15105521 | 0 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 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 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| Merit Scholarship Award Recipient A | Interested Person | 10500 | Scholarship |
| Merit Scholarship Award Recipient B | Interested Person | 18000 | Scholarship |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Hagerman | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member | Relationship |
| Amount Of Transaction | 160000 | AmountOfTransaction |
| Description Of Transaction | Construction services are being provided by board member's wholly owned company | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 39 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 61097 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisals | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1395 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2115 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 127 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16887643 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Event Catering | 3 | 8511 | Fair Market Value |
| X | Event Tickets | 1 | 1200 | Fair Market Value |
| X | Gift Certificates | 7 | 1320 | Fair market Value |
| X | Musical Scores | 2 | 2483 | Fair market Value |
| 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 | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | Valparaiso University uses Merrill Lynch to sell stock received as gifts from donors. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Two Directors serving on the Valparaiso University Board, Donald Fites and Colette Irwin-Knott, have a family relationship. Two Directors servicing on the Valparaiso University Board, David Hessler and Bruce Lanning, have a business relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Consistent with its fiduciary responsibilities, the Board of Directors of The Lutheran University Association, Inc. d/b/a Valparaiso University adopted the following procedure for annual review of the University's responses to Internal Revenue Code Form 990: (1)Thirty days before filing with the Internal Revenue Service, or as soon as practicable prior to filing, the Audit Committee will review and comment on the Form 990. (2)Following review by the Audit Committee and prior to filing with the Internal Revenue Service, the final Form 990 shall be transmitted to all Board members. The most expeditious method of transmission, whether in paper form or electronic will be determined in the discretion of the University administration. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Valparaiso University policy for the disclosure of existing or potential conflicts of interest are administered in the following manner: 1.Directors, officers, selected employees, and employees with significant procurement responsibilities shall annually receive a copy of the Policy Statement on Conflicts of Interest and be asked to complete a questionnaire as to their interests. The President shall determine which employees shall be subject to this requirement. 2. Any other University employee who has authority to transact business on behalf of the University and who proposes to enter into a transaction with a person or entity that presents a potential conflict of interest as defined in this Policy Statement and that is anticipated to require the University to pay to the person or entity $1,000 or more in any fiscal year, shall disclose the facts and circumstances of the proposed transaction and potential conflict of interest in writing to the Office of Administration and Finance, prior to entering into the transaction. 3. Any potential conflict of interest on the part of the directors is to be disclosed to the Chair of the Governance Committee of the Board. 4.Any potential conflict of interest on the part of officers, selected employees, and employees with significant procurement responsibilities are to be submitted to the General Counsel of Valparaiso University, and brought to the attention of the President of the University. 5.The Chair of the Governance Committee and the University Counsel of Valparaiso University shall submit reports to the Board of Directors concerning any interests so uncovered, disclosed, or unresolved. 6.An officer or employee of the University shall not participate in any transaction in which he or she has a conflict of interest without prior approval, as set forth in this Policy Statement. If an officer or employee of the University proposes to enter into a transaction with a person or entity that will require the University to pay to the person or entity $1,000 or more during any fiscal year, the matter shall be submitted to the Vice President of Administration and Finance prior to entering into the transaction. The Vice President of Administration and Finance shall have authority to approve the proposed transaction if he/she deems the transaction to be in the best interests of the University. If the employee disputes the decision of the Vice President of Administration and Finance, the employee may submit the matter to the President. The President's decision shall be final and binding. 7.A director who has a existing or potential conflict of interest on any matter should not vote or use his or her personal influence on the matter, nor should the director be counted in determining a quorum, even where permitted by law. The minutes of any meeting should reflect that the director disclosed the conflict, abstained from voting, and that a quorum existed even though the director is not counted toward that quorum. This requirement does not prevent a director from briefly stating his or her position on the matter or from answering pertinent questions of other directors where the director's knowledge may assist the other directors. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Executive Committee of the Board of Directors is responsible for an annual review of compensation for compensated officers and other key employees of the University. The review was last undertaken Spring of 2011. Information from outside consultants as well as peer and industry data was reviewed to determine equitable, competitive compensation packages. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Valparaiso University currently does not provide governing documents or the conflict of interest policy to the public. Financial statements are available upon request and may be obtained from the Office of the Vice President for Administration and Finance. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized investment gains |