BAKER UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BAKER UNIVERSITY (EIN 48-0543766)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-14
- IRS object ID
- 201233199349304598
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T14:47:25-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 641062246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480543766 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MELISSA VANLEIDEN | InCareOfName |
| Name Control | BAKE | NameControl |
| Phone | 7855946451 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1 |
| City | BALDWIN CITY | City |
| State | KS | State |
| ZIP Code | 66006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN JO LINDAHL | Name |
| Title | COO | Title |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162216300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICIA LONG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65 | AddressLine1 |
| City | BALDWIN CITY | City |
| State | KS | State |
| ZIP Code | 66006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57949915 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BAKERU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1858 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | BAKER UNIVERSITY IS COMMITTED TO ASSURING STUDENT LEARNING AND DEVELOPMENT OF CONFIDENT, COMPETENT AND RESPONSIBLE CONTRIBUTORS TO SOCIETY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1257 | TotalNbrEmployees |
| Total Nbr Volunteers | 417 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4764445 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7745684 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42412844 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45097584 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 765025 | InvestmentIncomePriorYear |
| Investment Income Current Year | 669646 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 543581 | OtherRevenuePriorYear |
| Other Revenue Current Year | 359850 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 48485895 | TotalRevenuePriorYear |
| Total Revenue Current Year | 53872764 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10239947 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10916876 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20018910 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20401605 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1599812 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14376201 | OtherExpensePriorYear |
| Other Expenses Current Year | 19609939 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44635058 | TotalExpensesPriorYear |
| Total Expenses Current Year | 50928420 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3850837 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2944344 | RevenuesLessExpensesCY |
| Total Assets BOY | 87038337 | TotalAssetsBOY |
| Total Assets EOY | 96798431 | TotalAssetsEOY |
| Total Liabilities BOY | 31339849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40603834 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55698488 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 56194597 | NetAssetsOrFundBalancesEOY |
| Mission Description | BAKER UNIVERSITY IS COMMITTED TO ASSURING STUDENT LEARNING AND DEVELOPMENT OF CONFIDENT, COMPETENT AND RESPONSIBLE CONTRIBUTORS TO SOCIETY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 35686904 | Expense |
| Grants | 10916876 | Grants |
| Revenue | 45097584 | Revenue |
| Description | BAKER UNIVERSITY PROVIDES UNDERGRADUATE, GRADUATE, AND DOCTORIAL STUDENTS WITH THE KNOWLEDGE AND SKILLS NECESSARY TO BECOME A SUCCESSFUL MEMBER OF ANY COMMUNITY. BAKER'S 4,000-STRONG COMBINED STUDENT BODY CONTINUES A LONG TRADITION OF GAINING THE KNOWLEDGE AND CONFIDENCE TO SET HIGH GOALS AND ATTAIN THEM. BAKER UNIVERSITY WAS FOUNDED ON FEBRUARY 12, 1858 IN BALDWIN CITY, KANSAS. THE SCHOOL OF PROFESSIONAL AND GRADUATE STUDIES WAS FORMED IN 1988. THE SCHOOL OF NURSING WAS FORMED IN 1991. THE SCHOOL OF EDUCATION WAS FORMED IN 2005. | Description |
| Total Program Service Expense | 35686904 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | 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 | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | 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 | 6051 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1257 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MELISSA VANLEIDEN | NamePerson |
| Telephone Number | 7855948398 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 EIGHTH STREET | AddressLine1 |
| City | BALDWIN CITY | City |
| State | KS | State |
| ZIP Code | 66006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 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 |
|---|---|---|---|---|---|---|---|
| MR JACK BOWERMAN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR STEVE DOYAL | |||||||
| TRUSTEE | 1.0 | X | |||||
| MS EMMALIE GESSNER COWHERD | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR CURT EDDY | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR TONY EISEL | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR HOOT GIBSON | |||||||
| TRUSTEE/CHAIR | 1.0 | X | X | ||||
| DR JARED GRANTHAM | |||||||
| TRUSTEE | 1.0 | X | |||||
| MRS TAMMERIA K HAWKS | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR CHARLES HEATH | |||||||
| TRUSTEE | 1.0 | X | |||||
| MS ANN FISH | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR ROBERT HONSE | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR RICHARD HOWELL | |||||||
| TRUSTEE/SENIOR VICE CHAIR | 1.0 | X | X | ||||
| MR MIKE MCCARTHY | |||||||
| TRUSTEE | 1.0 | X | |||||
| MS KATHY RAINEN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR GORDON E LANSFORD | |||||||
| TRUSTEE/RECORDING SECRETARY | 1.0 | X | X | ||||
| DR NEAL MALICKY | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR C ALAN MAUCH | |||||||
| TRUSTEE/FINANCE CHAIR | 1.0 | X | X | ||||
| DR MYRON MCCOY | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR DON PARKER | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR LARRY PARKIN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MRS MARGIE PEARSON | |||||||
| TRUSTEE | 1.0 | X | |||||
| REVEREND NANETTE ROBERTS | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR WALTER W PINNELL | |||||||
| TRUSTEE | 1.0 | X | |||||
| FRANCOIS SAUER MD | |||||||
| TRUSTEE | 1.0 | X | |||||
| MRS SUSANNE TEEL | |||||||
| TRUSTEE/IMMEDIATE PAST CHAIR | 1.0 | X | X | ||||
| MR SKIP KALB | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR JOSEPH W LEVIN | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR GARY SOLLARS | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR DOLPH SIMONS III | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR JOHN SMITH | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR STEVE SAUDER | |||||||
| TRUSTEE | 1.0 | X | |||||
| MR BRANDON SCARBOROUGH | |||||||
| TRUSTEE | 1.0 | X | |||||
| PATRICIA LONG | |||||||
| PRESIDENT | 60.0 | X | 233200 | 0 | 6140 | ||
| SUSAN JO LINDAHL | |||||||
| EXECUTIVE VP/COO | 60.0 | X | 138350 | 10069 | |||
| LYNETTE LAKIN | |||||||
| VP FOR ADVANCEMENT | 40.0 | 131456 | 9654 | X | |||
| RAND ZIEGLER | |||||||
| VP AND DEAN OF CAS | 40.0 | 114493 | 22614 | X | |||
| PETER STOBIE | |||||||
| ASSOC. PROFESSOR OF BUSINESS | 40.0 | 117073 | 15705 | X | |||
| PEGGY A HARRIS | |||||||
| DEAN SOE | 45.0 | 121000 | 15373 | X | |||
| MARK BANDRE | |||||||
| VP FOR ENROLLMENT MANAGEMENT | 40.0 | 121862 | 9763 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 977434 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 89318 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BILL CRAIN | |||||
| 7118 NW OAK DRIVE | KANSAS CITY | KS | 64152 | ACADEMIC | 183065 |
| SCOTT BRADDOCK | |||||
| 181 E 1575 RD | BALDWIN CITY | KS | 66006 | CONSTRUCTION | 172782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 100000 | FundraisingEvents |
| Government Grants | 104824 | GovernmentGrants |
| All Other Contributions | 7540860 | AllOtherContributions |
| Total Contributions | 7745684 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 41440835 | 41440835 |
| STUDENT EDUCATION ACTIVITIES | 611600 | 112978 | 112978 |
| ROOM & BOARD | 721310 | 1914160 | 1914160 |
| STUDENT CAFETERIA | 722210 | 1629611 | 1629611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45097584 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 644180 | TotalRevenueColumn |
| Exclusion | $644,180 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 206209 | TotalRevenueColumn |
| Exclusion | $206,209 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25138 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25138 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25138 | TotalRevenueColumn |
| Exclusion | $25,138 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4019769 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3991624 | Securities |
| Other | 2679 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28145 | Securities |
| Other | -2679 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25466 | TotalRevenueColumn |
| Exclusion | $25,466 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 168314 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 100000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 82848 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85466 | TotalRevenueColumn |
| Exclusion | $85,466 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 43037 | TotalRevenueColumn |
| Exclusion | $43,037 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43037 | TotalRevenueColumn |
| Exclusion | $43,037 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 43037 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53872764 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45097584 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,029,496 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10803566 | Total |
| Program Services | 10803566 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113310 | Total |
| Program Services | 113310 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395579 | Total |
| Program Services | 237347 | ProgramServices |
| Management And General | 138453 | ManagementAndGeneral |
| Fundraising | 19779 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15623786 | Total |
| Program Services | 9374272 | ProgramServices |
| Management And General | 5468325 | ManagementAndGeneral |
| Fundraising | 781189 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429886 | Total |
| Program Services | 257932 | ProgramServices |
| Management And General | 150460 | ManagementAndGeneral |
| Fundraising | 21494 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2727723 | Total |
| Program Services | 1636634 | ProgramServices |
| Management And General | 954703 | ManagementAndGeneral |
| Fundraising | 136386 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1224631 | Total |
| Program Services | 734778 | ProgramServices |
| Management And General | 428621 | ManagementAndGeneral |
| Fundraising | 61232 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44835 | Total |
| Management And General | 44835 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110244 | Total |
| Management And General | 110244 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406339 | Total |
| Management And General | 406339 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124700 | Total |
| Program Services | 74820 | ProgramServices |
| Management And General | 43645 | ManagementAndGeneral |
| Fundraising | 6235 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 791331 | Total |
| Program Services | 474798 | ProgramServices |
| Management And General | 276966 | ManagementAndGeneral |
| Fundraising | 39567 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425799 | Total |
| Program Services | 255479 | ProgramServices |
| Management And General | 149030 | ManagementAndGeneral |
| Fundraising | 21290 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1541594 | Total |
| Program Services | 924956 | ProgramServices |
| Management And General | 539558 | ManagementAndGeneral |
| Fundraising | 77080 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2420 | Total |
| Program Services | 1452 | ProgramServices |
| Management And General | 847 | ManagementAndGeneral |
| Fundraising | 121 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3526503 | Total |
| Program Services | 2096702 | ProgramServices |
| Management And General | 1251076 | ManagementAndGeneral |
| Fundraising | 178725 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315401 | Total |
| Program Services | 189241 | ProgramServices |
| Management And General | 110390 | ManagementAndGeneral |
| Fundraising | 15770 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52405 | Total |
| Program Services | 31443 | ProgramServices |
| Management And General | 18342 | ManagementAndGeneral |
| Fundraising | 2620 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524443 | Total |
| Program Services | 314666 | ProgramServices |
| Management And General | 183555 | ManagementAndGeneral |
| Fundraising | 26222 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1904326 | Total |
| Program Services | 1142596 | ProgramServices |
| Management And General | 666514 | ManagementAndGeneral |
| Fundraising | 95216 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302822 | Total |
| Program Services | 181693 | ProgramServices |
| Management And General | 105988 | ManagementAndGeneral |
| Fundraising | 15141 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STORMONT VAIL PERCENTAGE | 1603623 | 1603623 | |
| LIBRARY | 476450 | 476450 | |
| PAYMENT TO IPD | 4704000 | 2822400 | 1881600 |
| BAD DEBT EXPENSE | 604355 | 604355 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2148349 | Total |
| Program Services | 1334391 | ProgramServices |
| Management And General | 712213 | ManagementAndGeneral |
| Fundraising | 101745 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50928420 | Total |
| Program Services | 35686904 | ProgramServices |
| Management And General | 13641704 | ManagementAndGeneral |
| Fundraising | 1599812 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52162 | BOY |
| EOY | 164715 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1785893 | BOY |
| EOY | 1679635 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3631978 | BOY |
| EOY | 11992897 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1133373 | BOY |
| EOY | 1052815 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817897 | BOY |
| EOY | 441962 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236604 | BOY |
| EOY | 215409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 69533529 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27387888 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36244104 | BOY |
| EOY | 42145641 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26646839 | BOY |
| EOY | 29484485 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7829803 | BOY |
| EOY | 3229660 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4929208 | BOY |
| EOY | 4381934 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3730476 | BOY |
| EOY | 2009278 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87038337 | BOY |
| EOY | 96798431 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3458335 | BOY |
| EOY | 3267512 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2607445 | BOY |
| EOY | 12010122 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17330000 | BOY |
| EOY | 9850000 | 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 | 3894347 | BOY |
| EOY | 11820866 | 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 | 4049722 | BOY |
| EOY | 3655334 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31339849 | BOY |
| EOY | 40603834 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14890249 | BOY |
| EOY | 18770060 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9288214 | BOY |
| EOY | 6021224 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31520025 | BOY |
| EOY | 31403313 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55698488 | BOY |
| EOY | 56194597 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87038337 | BOY |
| EOY | 96798431 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2944344 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2448235 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 467420 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33344175 | BeginningOfYearBalance |
| Contributions | 466779 | Contributions |
| Investment Earnings Or Losses | -1262636 | InvestmentEarningsOrLosses |
| Other Expenditures | 1033656 | OtherExpenditures |
| Administrative Expenses | 59980 | AdministrativeExpenses |
| End Of Year Balance | 31454682 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27700334 | BeginningOfYearBalance |
| Contributions | 449038 | Contributions |
| Investment Earnings Or Losses | 6059960 | InvestmentEarningsOrLosses |
| Other Expenditures | 791067 | OtherExpenditures |
| Administrative Expenses | 74090 | AdministrativeExpenses |
| End Of Year Balance | 33344175 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24230471 | BeginningOfYearBalance |
| Contributions | 463287 | Contributions |
| Investment Earnings Or Losses | 3568320 | InvestmentEarningsOrLosses |
| Other Expenditures | 500000 | OtherExpenditures |
| Administrative Expenses | 61744 | AdministrativeExpenses |
| End Of Year Balance | 27700334 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31338903 | BeginningOfYearBalance |
| Contributions | 674346 | Contributions |
| Investment Earnings Or Losses | -5945620 | InvestmentEarningsOrLosses |
| Other Expenditures | 1783469 | OtherExpenditures |
| Administrative Expenses | 53689 | AdministrativeExpenses |
| End Of Year Balance | 24230471 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.90389 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09611 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4306930 | OtherCostOrOtherBasis |
| Book Value | 4306930 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49549534 | OtherCostOrOtherBasis |
| Depreciation | 21885123 | Depreciation |
| Book Value | 27664410 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8465792 | OtherCostOrOtherBasis |
| Depreciation | 5502765 | Depreciation |
| Book Value | 2963028 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7211273 | OtherCostOrOtherBasis |
| Book Value | 7211273 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 42145641 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| STUDENT DEPOSITS | $95,925 |
| PV OF ANNUITIES PAYABLE | $705,851 |
| REFUNDABLE GOVT LOAN PROGRAMS | $2,598,168 |
| FUTURE LEASE PAYMENTS | $255,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3655334 | TotalOfAmounts |
| Total Revenue | 53872764 | TotalRevenue |
| Total Expenses | 50928420 | TotalExpenses |
| Excess Or Deficit For Year | 2944344 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2448235 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -2448235 | TotalAdjustments |
| Excess Or Deficit Per FS | 496109 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 41098562 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2448235 | NetUnrealizedGainsInvestments |
| Other Revenues | 82848 | OtherRevenues |
| Revenue Not Rptd F990 | -2365387 | RevenueNotRptdF990 |
| Revenue Subtotal | 43463949 | RevenueSubtotal |
| Investment Expenses Not Included | 219886 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 10188929 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 10408815 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 53872764 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40602453 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 82848 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 82848 | ExpensesNotRptdF990 |
| Expenses Subtotal | 40519605 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 219886 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 10188929 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 10408815 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 50928420 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF COLLECTIONS | SCHEDULE D, PART III, LINE 4 | VARIOUS TYPES OF ARTWORK ARE USED TO FURTHER STUDENTS KNOWLEDGE IN THE HISTORY OF ART. |
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE BOARD DESIGNATED QUASI-ENDOWMENT, TEMPORARY ENDOWMENT AND PERMANENT ENDOWMENT FUNDS ARE USED IN ACHIEVING THE UNIVERSITY'S MISSION AND VISION STATEMENTS, AS WELL AS, FURTHERING THE EDUCATIONAL EXPERIENCES OF STUDENTS. |
| UNCERTAIN TAX POSITIONS DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XII, LINE 2D | RECLASS OF SPECIAL EVENTS EXPENSES $ 82,848 |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XII, LINE 4B | RECLASS SCHOLARSHIPS TO EXPENSES $ 10,188,929 |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XIII, LINE 2D | RECLASS OF SPECIAL EVENTS EXPENSES $ 82,848 |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XIII, LINE 4B | RECLASS SCHOLARSHIPS TO EXPENSES $ 10,188,929 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF NONDISCRIMINATORY POLICY | SCHEDULE E, LINE 3 | THE RACIALLY NONDISCRIMINATORY POLICY IS MADE PUBLIC THROUGH THE WEBSITE. STUDENTS ARE ALSO PROVIDED THE POLICY WITHIN THE HANDBOOKS. THE HANDBOOKS ARE PASSED OUT AT CHECK IN (FALL SEMESTER). |
| FINANCIAL AID ASSISTANCE FROM A GOVERNMENT AGENCY | SCHEDULE E, LINE 6A | FEDERAL WORK STUDY MONEY IS PROVIDED TO THE UNIVERSITY WHICH IS THEN GIVEN TO THE STUDENTS IN THE FORM OF COMPENSATION. BAKER ALSO RECEIVES GOVERNMENT LOANS, WHICH IS THEN PASSED THROUGH TO THE STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | Study Abroad | 148302 |
| Central America and the Caribbean | Investments | 2950586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 3098888 | SubtotalAmountSpent |
| Total Amount Spent | 3098888 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistance |
| Region | Europe/Iceland/Greenland | Region |
| Number Of Recipients | 19 | NumberOfRecipients |
| Amount Of Cash Grant | 113310 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING PROCEDURES | Identifier |
| Return Reference | SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | BAKER UNIVERSITY MONITORS ALL GRANTS WITH SPECIFIC INQUIRIES AND REVIEWS ON A QUARTERLY BASIS. ALL GRANTS ARE PLACED UNDER THE RESPONSBILITY OF ONE INDIVIDUAL WITHIN THE ORGANIZATION. THE BUSINESS OFFICE WILL THEN ASSIST IN PREPARING DOCUMENTS WHICH ARE TYPICALLY REQUIRED ON AN ANNUAL BASIS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 261914 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 100000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 161914 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 38000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 29396 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 2500 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ALUMNI WEEKEND | NameOfEvent2 |
| Gross Receipts Event2 | 6400 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 6400 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 10000 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1752 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 1200 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 268314 | GrossReceiptsTotal |
| Charitable Contributions Total | 100000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 168314 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 48000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 31148 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 3700 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 82848 | DirectExpenseSummaryEvents |
| Net Income Summary | 85466 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 723 | 10075619 |
| FUND STUDENT AID SCHOLARSHIPS | 407 | 727947 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING PROCEDURES | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | BAKER UNIVERSITY MONITORS ALL GRANTS WITH SPECIFIC INQUIRIES AND REVIEWS ON A QUARTERLY BASIS. ALL GRANTS ARE PLACED UNDER THE RESPONSBILITY OF ONE INDIVIDUAL WITHIN THE ORGANIZATION. THE BUSINESS OFFICE WILL THEN ASSIST IN PREPARING DOCUMENTS WHICH ARE TYPICALLY REQUIRED ON AN ANNUAL BASIS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICIA LONG | NamePerson |
| Base Compensation Filing Org | 233200 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 5830 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 310 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 239340 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | PATRICIA LONG, PRESIDENT OF BAKER UNIVERSITY, IS REQUIRED TO LIVE IN THE PRESIDENT'S HOUSE ON CAMPUS. THE COST TO THE COLLEGE OF PROVIDING AND MAINTAINING THE HOUSE IS NOT INCLUDED IN HER W-2 BECAUSE IT QUALIFIES AS A NONTAXABLE BENEFIT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANSAS INDEPENDENT COLLEGE FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 481233911 | IssuerEIN |
| CUSIP Number | 48526HPM2 | CUSIPNumber |
| Date Issued | 2007-09-01 | DateIssued |
| Issue Price | 10000000 | IssuePrice |
| Description Of Purpose | DORM AND DEFEASE OF 98 FOR AP | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 9960714 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 0 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 2568984 | RefundingEscrow |
| Issuance Costs From Proceeds | 468892 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 7391730 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Post Issuance Compliance Procdrs | false | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THAT THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE COMPLETED FORM 990 AND ALL ATTACHED SCHEDULES IS EMAILED TO MEMBERS IN THE FINANCE COMMITTEE IN FULL BEFORE THE FORM IS FILED. ANY QUESTIONS OR CONCERNS ARE ADDRESSED PRIOR TO FILING. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO ALL OFFICERS AND KEY EMPLOYEES. THE POLICY IS ALSO PROVIDED TO ALL TRUSTEES DURING THE FALL BOARD OF TRUSTEES MEETING. THE FORM IS EXPLAINED IN DETAIL TO ALL MEMBERS FOLLOWED BY A DISTRIBUTION OF A DISCLOSURE FORM VERIFYING COMPLIANCE. ANY NONCOMPLIANCE OF THIS POLICY WILL RESULT IN AN INDIVIDUAL ABSTAINING FROM VOTING. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. A COMPARABILITY ANALYSIS IS PERFORMED AND THE RESULTS ARE DELIBERATED. THE BOARD ALSO TAKES INTO ACCOUNT THE EXTENT OF THE WORK PERFORMED BY THE PRESIDENT. |
| AVAILABILITY OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | REQUESTS FOR INFORMATION ARE EVALUATED ON A CASE BY CASE BASIS. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | UNREALIZED LOSS ON INVESTMENTS $ (2,448,235) |
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