2012-11-15T16:32:23-07:00 2012-06-30 990 2011-07-01 540575812 EASTERN MENNONITE UNIVERSITY EAST 5404324000 1200 Park Road Harrisonburg VA 22802 Daryl Bert 5404324000 2012-11-15 2011 2016-02-24 21:20:13Z Loren E Swartzendruber 1200 Park Road Harrisonburg VA 22801 45443543 0 X www.emu.edu X 1917 VA University Education 19 19 1307 100 0 0 7363317 6920569 34152365 36914128 507452 706210 0 15213 42023134 44556120 8758754 9880789 0 0 20604866 21439671 60651 60125 1475023 12498254 13209601 41922525 44590186 100609 -34066 76771559 75783599 26242772 26210006 50528787 49573593 A leader among faith-based universities, Eastern Mennonite University emphasizes peacebuilding, creation care, experiential learning, and cross-cultural engagement. Founded in 1917 in Harrisonburg, Virginia, EMU is an educational institution of Mennonite Church USA. EMU serves students in diverse religious and cultural backgrounds and confers undergraduate, graduate, and seminary degrees. EMU educates students to serve and lead in a global context. Our Christian community challenges students to pursue their life calling through scholarly inquiry, artistic creation, guided practice, and life-changing cross-cultural encounter. We invite each person to follow Christ's call to bear witness to faith, serve with compassion, and walk boldly in the way of nonviolence and peace. 0 0 35467192 9880789 36914128 Higher Education: Establish, maintain and conduct non-profit undergraduate and graduate educational programs for the Mennonite Church and the general public. Over 1,500 students enrolled and additional persons were served through non-credit seminars. 0 0 0 35467192 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 2638 0 1 1307 1 0 1 CA 0 0 1 1 1 1 0 0 0 0 X 19 19 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Daryl Bert 5404324000 1200 Park Road Harrisonburg VA 22802 Andrew Dula 4 X X 0 0 0 Curtis D Hartman 2 X X 0 0 0 Diane Z Umble 2 X X 0 0 0 Gilberto Flores 2 X 0 0 0 Kathleen Nussbaum 2 X X 0 0 0 Charlotte Hunsberger 2 X 0 0 0 Clyde G Kratz 2 X 0 0 0 Myron E Blosser 2 X 0 0 0 John M Bomberger 2 X 0 0 0 Evon Bergey 2 X 0 0 0 Herman Bontrager 2 X 0 0 0 Janet Breneman 2 X 0 0 0 Kevin Longenecker 2 X 0 0 0 Amy L Rush 0 X 0 0 0 Robert Steury 2 X 0 0 0 Anne Kaufman Weaver 2 X 0 0 0 Gerald R Horst 2 X 0 0 0 Wilma Bailey 2 X 0 0 0 Dannie Otto 2 X 0 0 0 Loren E Swartzendruber 60 X 163121 0 75788 Fred Kniss 50 X 106800 0 12656 Daryl Bert 50 X 106800 0 14899 Kirk Shisler 50 X 100381 0 14605 Luke Hartman 50 X 44049 0 6982 Kenneth L Nafziger 50 X 79963 0 13154 Michael A King 50 X 112364 0 17023 Nancy Heisey 50 X 93160 0 14114 P David Glanzer 50 X 76188 0 13295 Twila K Yoder 50 X 52235 0 11204 935061 0 193720 5 0 1 0 Harman Construction Inc 1024 Pleasant Valley Rd Harrisonburg VA 22801 Construction 1614896 Pioneer College Caterers Inc 303 Glenrose Ave Nashville TN 37210 Food Service 1525208 MTS Travel 124 East Main St Ephrata PA 17522 Travel Services 251992 LML Custom LLC 1380 New Hope Rd Staunton VA 24401 Printing Services 137903 Cross Tours & Motor Coach Inc PO Box 8 Penn Laird VA 22846 Travel Services 116716 6 0 0 13295 0 889712 6017562 0 6920569 Educational Services 611310 32269724 32269724 0 0 Auxiliary Services 611710 4644404 4644404 0 0 0 0 0 0 36914128 483158 0 0 483158 0 0 0 0 0 0 0 0 0 0 1095248 1900 874096 0 221152 1900 223052 0 0 223052 28540 13295 13327 15213 0 15213 0 44556120 36914128 0 721423 0 0 9880789 9880789 0 0 0 0 942087 242082 540484 159521 0 0 0 0 15590479 11854331 3005225 730923 802957 587501 174710 40746 2952185 2039995 775100 137090 1151963 844198 249562 58203 0 0 0 0 7607 918 6689 0 36985 0 36985 0 0 0 0 0 60125 60125 240043 0 240043 0 975071 670253 255602 49216 309423 251881 54932 2610 1686554 1340687 257675 88192 266032 46193 219839 0 0 0 0 0 1304863 295607 1009256 0 2281842 2065109 88689 128044 0 0 0 0 165614 115830 42393 7391 568094 555951 12143 0 70201 0 70201 0 2405002 2172410 232592 0 174250 38838 135412 0 Food Service 1381699 1381699 0 0 Bad Debts 79403 0 79403 0 Program & Misc Ins 692354 692354 0 0 Purchases for Resale 185421 185421 0 0 379143 205145 161036 12962 44590186 35467192 7647971 1475023 1052926 562058 2026247 3043053 1330439 1679825 4745552 4481506 86942 75901 567325 627735 77453703 35445504 41665377 42008199 24098751 21972322 1198000 1333000 76771559 75783599 2371144 1886910 1144212 1282901 15400000 14760000 1525452 2173952 265435 265435 5536529 5840808 26242772 26210006 X 23448935 22300765 12757875 12953304 14321977 14319524 50528787 49573593 76771559 75783599 X -34066 -921128 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 250 0 1 22210 1 500 0 0 22960 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 University faculty, staff and students participate in an annual effort of private colleges and universities in Virginia to promote support for Virginia Tuition Assistance Grants (VTAG) among Virginia state legislators in Richmond. A University staff member accompanies two or three students to visit with legislators in their offices. The total estimated staff cost, travel and supplies for this effort is $750 annually. The University is a member of the Council of Independent Colleges, Council of Independent Colleges in Virgina (CICV), and the National Association of Independent Colleges and Universities (NAICU). A portion of the activities of the organizations involves lobbying on higher education issues. Membership dues were $3,926, $14,970, and $3,314 in the tax year. 0 133893 0 0 X X 0 20239880 368903 -275030 838392 0 0 19495361 16472059 280000 4277065 789244 0 0 20239880 14882988 700120 1722948 333119 500878 0 16472059 21632206 1010903 -6848566 371004 540551 0 14882988 0.05 0.34 0.61 1 0 1199963 0 1199963 53134190 0 18787304 34346886 0 0 0 0 11371690 0 8254130 3117560 11747860 0 8404070 3343790 42008199 0 US Government advances for student loans 3865127 Annuity and life income obligations 243400 Pensions and other postretirement benefits 481000 Derivative contract liability 1251281 5840808 44556120 44590186 -34066 -586700 0 0 0 -334424 -921124 -955190 33514164 -586700 0 0 -334424 -921124 34435288 240043 9880789 10120832 44556120 34469355 0 0 0 0 0 34469355 240042 9880789 10120831 44590186 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The University operates and maintains the Menno Simons Historical Library (MSHL). The purpose of the MSHL is to collect, preserve, and make available for study and research the recorded history, doctrines, life, and arts of Anabaptist and Mennonite groups. The library also collects materials on Shenandoah Valley history, culture, and genealogy. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Intended use of endowment funds are to provide funding for student financial aid and for the various educational programs of the University. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Unrealized loss on interest rate swap: $334,424 SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Unrealized loss on interest rate swap" $334,424 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Student financial aid reported as a reduction of gross revenue on financial statements: $9,880,789 SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Student financial aid reported as a reduction of gross revenue on financial statements: $9,880,789 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 The University draws students from a large geographic area. Print and broadcast media are used in a very limited way to reach potential students. When utilized, a non-discriminatory policy statement is included as it is in all publications and brochures used in the solicitation of students. SchE_P01_S00_L05 Schedule E, Part I, Line 5 One of the University's programs of student financial assistance is available only to persons who self-identify as African-American, Hispanic, Asian, or Native American. The purpose of the program is to assist in recruiting and retaining students that bring racial and cultural diversity to the University community. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The University participates in the Federal Supplemental Educational Opportunity Grant (SEOG) and the Federal Work Study program (FWS). These programs provide funds to the University for awarding to students. The University also serves as a conduit for federal Pell grants, Virginia Tuition Assistance Grants (VTAG), and other federal and state programs that provide assistance to the University's student population. 1 Sub-Saharan Africa 0 0 Program Services Travel/study program for a group of undergraduate students. 263586 Middle East and North Africa 0 0 Program Services Travel/study program for a group of undergraduate students. 412142 Central America and the Caribbean 0 0 Program Services Travel/study program for a group of undergraduate students. 209254 Europe (including Iceland and Greenland) 0 0 Program Services Travel/study program for a group of undergraduate students. 54086 East Asia and the Pacific 0 0 Program Services Travel/study program for a group of undergraduate students. 92836 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel/study program for a group of undergraduate students. 44541 Sub-Saharan Africa 0 0 Program Services Travel/study program for a group of undergraduate students. 51739 Europe (including Iceland and Greenland) 0 0 Program Services Travel/study program for a group of graduate seminary students. 14983 Middle East and North Africa 0 0 Program Services Travel/study program for a group of graduate seminary students. 24837 0 0 1168004 Sub-Saharan Africa University faculty exchange program. 21059 Wire Transfer 0 Central America and the Caribbean Training and creating a trauma resilience program in Haiti as a response to the earthquake in 2010. 199402 Wire Transfer 0 0 2 0 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 The University receives periodic reports from the grantee (University of Hargeisa) on use of the funds. X X X X X X X 1 The Virginia College Fund 4900 August Ave Ste 101 Richmond VA 23230 The Virginia College Fund solicits contributions from Virginia businesses and individuals on behalf of five private colleges located in Virginia. 1 138527 60125 78402 138527 60125 78402 Florida Golf Tournament 9525 4000 5525 0 0 3548 1183 0 808 Loyal Royals Golf Tournament 25705 5465 20240 0 0 2965 1022 0 263 1 6605 3830 2775 1200 0 1405 576 0 357 41835 13295 28540 1200 0 7918 2781 0 1428 13327 15213 1 Student financial assistance 1200 9880789 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 EMU awards student financial assistance grants to eligible students. Use of grant funds are monitored by applying them to the student account to offset charges for tuition and fees. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Loren E Swartzendruber 151865 0 0 0 11257 0 23600 0 52188 0 238910 0 221977 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The University reimburses ordained employees that are treated as self-employed for social security tax purposes at an amount calculated to equal the FICA tax that would have been paid if the employee were not treated as self-employed. Housing Allowance - The President of the University received provided campus housing valued at $30,000 per year as part of his compensation package. Club Dues - The President of the University is provided a club membership that is used for business purposes. Non-business use of the club, if any, is reported as taxable income. IDA of the Town of Broadway VA 542028957 2008-11-18 10000000 Construct and equip residence hall 0 0 0 IDA of the Town of Broadway VA 542028957 2010-05-01 6000000 Remodel Residence Halls 0 0 0 0 2586023 10000000 0 0 0 98449 0 0 6315528 0 0 2009 1 0 1 1 0 0 6000000 0 0 0 46533 0 0 5953467 0 0 2011 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 Wells Fargo 10 0 0 0 0 1 0 1 0 0 0 1 EMU Students Dependents of Board Members, Officers 31000 Academic Scholarships EMU Students Dependents of Board Members, Officers 6950 Academic Grants EMU Students Dependents of Board Members, Officers 33000 Tuition Discount X 1530 Experts X 3864 Experts X 5 111356 Market X Musical Instruments 2 3588 Experts 0 0 1 0 F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The University bylaws provide that Mennonite Education Agency "shall appoint approximately three-fourths of the trustees." F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b The University bylaws provide that the President of the University is appointed by the Mennonite Education Agency and the University's Board of Trustees. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Form 990 is provided to trustees and the Finance and Audit Committee electronically for review prior to filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Trustees and officers are required to complete a conflict of interest questionnaire annually that is reviewed by the University audit committee. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Board of Trustees annually review and set the compensation level of the University President using comparative survey information from the Council of Christian Colleges and Universities, and Mennonite Education Agency. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Organizing documents, conflict of interest policy, and financial statements are provided to the public upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized loss on investments: $586,704; Unrealized loss on interest rate swap $334,424 Mennonite Education Agency Inc 63846 County Road 35 Suite 1 Goshen IN 465289621 231583641 Managment and promotion of educational programs for the Mennonite church. IN 501(c)(3) Line 2, School N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Mennonite Education Agency Inc c 46701 Mennonite Education Agency Inc o 70201