2011-02-10T19:00:05-06:00 2010-06-30 990 2009-07-01 362166962 AUGUSTANA COLLEGE AUGU 3097947499 639 38TH STREET ROCK ISLAND IL 612012296 PAUL PEARSON 2011-02-10 2009 2016-02-24 21:20:13Z STEVEN BAHLS 639 38TH STREET ROCK ISLAND IL 612012296 116249622 false X WWW.AUGUSTANA.EDU X COLLEGE 1860 IL BACCALAUREATE LEVEL INSTRUCTION 39 38 2772 250 19286 -2596 11839368 11156829 89172771 90697793 -7868302 1648740 624911 1044043 93768748 104547405 28500046 31004841 0 0 37187858 36971611 39213 0 1950803 38132346 29510322 103859463 97486774 -10090715 7060631 219978301 237476104 76371133 77370732 143607168 160105372 AUGUSTANA COLLEGE, ROOTED IN THE LIBERAL ARTS AND SCIENCES AND A LUTHERAN EXPRESSION OF THE CHRISTIAN FAITH, IS COMMITTED TO OFFERING A CHALLENGING EDUCATION THAT DEVELOPES QUALITIES OF MIND, SPIRIT, AND BODY NECESSARY FOR A REWARDING LIFE OF LEADERSHIP AND SERVICE IN A DIVERSE AND CHANGING WORLD false false 55619538 31004841 2190164 HIGHER EDUCATION: INSTRUCTION - INCLUDES 73 ACADEMIC MAJORS, FOREIGN STUDY PROGRAMS, HONORS PROGRAMS, AND OTHER EDUCATIONAL RELATED DEPARTMENTS SERVICING APPROXIMATELY 2,500 TOTAL STUDENTS AND STAFFED BY APPROXIMATELY 260 FACULTY MEMBERS. (2500 STUDENTS) 11982087 0 1244677 HIGHER EDUCATION: ACADEMIC SUPPORT - INCLUDES LIBRARY SUPPORT OF 195,000 TOTAL VOLUMES, AUDIOVISUAL MATERIALS AND EQUIPMENT, ART EXHIBITS, JAZZ, THEATER, BAND, CHOIR, DEBATE, INTERCOLLEGIATE ATHLETICS, AND RELATED ACTIVITIES SERVICING THE STUDENT AND THE COMMUNITY. (2500 STUDENTS) 11394292 0 15890987 HIGHER EDUCATION: AUXILIARY ENTERPRISES - SERVES THE STUDENT COMMUNITY BY SELLING TEXTBOOKS AND OTHER INSTRUCTIONAL MATERIALS AND SUPPLIES, AND PROVIDES MEAL SERVICE AND HOUSING. (2500 STUDENTS) 8534345 0 1969628 87530262 true true false false false false true false true true true false true true false false false false false false false false true true true false false false false false false false true true true true true false false false false false false false true 152 0 true 2772 true true true true AU BD CJ GM EI SW false false false false true 1 true true false 39 38 true false false false false false false true true false false true true true true true true true true false IL X PAUL PEARSON 3097947203 639 38TH STREET ROCK ISLAND IL 61201 STEVEN BAHLS 55 X X 300000 0 45242 THOMAS LEACH 1 X X 0 0 0 LINDA NEWBORN 1 X X 0 0 0 ROBERT KARLBLOM 1 X X 0 0 0 KIM BRUNNER 1 X X 0 0 0 DOUGLAS HULTQUIST 1 X X 0 0 0 DIANE HILL 1 X X 0 0 0 MURRY GERBER 1 X X 0 0 0 RONALD NYBERG 1 X X 0 0 0 DUANE SWANSON 1 X X 0 0 0 THOMAS WEIGAND 1 X X 0 0 0 PETER MARTY 1 X X 0 0 0 DEAN CHRISTENSEN 1 X X 0 0 0 CHARLES HAMMERSMITH JR 1 X X 0 0 0 LEE SELANDER 1 X X 0 0 0 MARK SCHWIEBERT 1 X 0 0 0 LOIS LEVINE MUNDIE 1 X 0 0 0 DIANE HARRIS 1 X 0 0 0 DONALD HALLBERG 1 X 0 0 0 TOM GREVLOS 1 X 0 0 0 CHRIS COULTER 1 X 0 0 0 KENNETH ABRAMS 1 X 0 0 0 MARK WILHELM 1 X 0 0 0 DONALD SUNDQUIST 1 X 0 0 0 JOHN LUCKEN 1 X 0 0 0 RICHARD GODFREY 1 X 0 0 0 PAUL GUEHLER 1 X 0 0 0 LAWRENCE BARKER 1 X 0 0 0 REUBEN SWANSON 1 X 0 0 0 SUNDER SUBBAROYAN 1 X 0 0 0 WILLIE RUCKER 1 X 0 0 0 PAUL OLSON 1 X 0 0 0 FRANZ HELPENSTELL 1 X 0 0 0 PETER SIMSHAUSER 1 X 0 0 0 HECTOR GARFIASTOLEDO 1 X 0 0 0 PETER BENSON 1 X 0 0 0 ROBERT SWIERINGA 1 X 0 0 0 GARY WOLLERSHEIM 1 X 0 0 0 PERRY WAUGHTAL 1 X 0 0 0 MILLICENT KNIGHT 1 X 0 0 0 DALE ECK 1 X 0 0 0 JOHN DAHL 1 X 0 0 0 PAULA ARNELL 1 X 0 0 0 SARAH JOHNSON 35 X 77031 0 0 LYNN JACKSON 55 X 151250 0 19603 JEFF ABERNATHY 55 X 163600 0 20838 PAUL PEARSON 55 X 172900 0 21768 CHARLES HYSER 55 X 108600 0 0 KENNETH JOHNSON 55 X 115661 0 0 ALBERT DESIMONE 55 X 128108 0 0 EVELYN CAMPBELL 55 X 131600 0 0 KENT BARNDS 55 X 145000 0 0 1493750 0 107451 14 false true false ROYALL COMPANY 1920 E PARKHAM ROAD RICHMOND VA 232282322 DIRECT MARKETING SPECIALIST 334802 CENTER FOR ACADEMIC PROGRAMS ABROAD PO BOX 9087 BOSTON MA 02205 COORDINATES PROGRAMS ABROAD 208769 MCGLADREY AND PULLEN LLP 201 N HARRISON ST SUITE 300 DAVENPORT IA 52801 ACCOUNTING SERVICES 104210 3 0 0 0 0 2377022 8779807 586211 11156829 TUITION AND FEES 611710 74068403 74068403 0 0 SALES AND SERVICES - AUXILLARY 722320 15868714 15849428 19286 0 SALES AND SERVICES - ED DEPT 611710 760676 760676 0 0 0 0 0 0 0 0 0 0 0 0 0 0 90697793 1966273 0 0 1966273 0 0 0 0 0 0 0 0 328273 0 0 0 328273 0 328273 0 0 328273 11384684 0 11702217 0 -317533 0 -317533 0 0 -317533 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEPARTMENTAL DESIGNATED 611710 137215 0 0 137215 FMV/PV ADJUSTMENTS 900001 362338 0 0 362338 ANNUITANT PAYMENTS 900001 -193995 0 0 -193995 410212 0 0 410212 715770 104547405 90678507 19286 2692783 0 0 31004841 31004841 0 0 0 0 797305 0 797305 0 0 0 0 0 27906379 24187652 2472026 1246701 2270808 1877748 277796 115264 4081768 2406898 1566953 107917 1915351 1612328 219282 83741 0 0 0 0 5121 584 4537 0 121761 13650 108111 0 0 0 0 0 0 0 63314 0 63314 0 1627494 1446221 158485 22788 261017 222741 38276 0 4189062 3609362 447808 131892 353691 315573 27868 10250 0 0 0 0 6134677 5464808 669869 0 3327201 2971789 239682 115730 0 0 0 0 74201 54623 7932 11646 2288372 2224460 63912 0 0 0 0 0 4983094 4661819 321275 0 299983 108108 187825 4050 MEMBERSHIPS AND DUES 821636 665283 121164 35189 COGS BOOKSTORE AND FOOD SERVICE 2910688 2910688 0 0 GENERAL EXPENSE 1327980 1179466 95032 53482 EQUIPMENT 721030 654934 53943 12153 0 0 0 0 0 0 0 0 97486774 87593576 7942395 1950803 0 0 0 0 10613186 1891720 1836669 14426962 13140648 16822759 301599 240049 0 0 0 0 3686179 3435200 429401 486971 619840 432109 176836119 91129981 88138161 85706138 0 0 11212987 12272313 75468591 89759171 0 0 14531040 12002712 219978301 237476104 7381499 6777505 0 0 0 3583311 58596111 57267778 0 0 0 0 0 0 599877 479877 9793646 9262261 76371133 77370732 67477345 76418219 13616863 18675997 62512960 65011156 0 0 0 0 0 0 143607168 160105372 219978301 237476104 X false true true X true true X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137528 6403194 X X X EDUCATION false 91291579 5511036 10282577 2752868 2071361 0 102260963 115133483 4481828 -23062476 2283797 2377459 0 91891579 0.38 0.62 0 true false 5213694 0 5213694 134182221 0 91129981 43052240 8991470 0 0 8991470 27027893 0 0 27027893 1420841 0 0 1420841 85706138 0 ALTERNATIVE INVESTMENTS 12272313 F 12272313 EQUITY MUTUAL FUNDS 69360466 F FIXED INCOME MUTUAL FUNDS 20143223 F MARKETABLE EQUITIES SECURITIES 255482 F 89759171 CASH SURRENDER VALUE OF LIFE INSURANCE 899247 BOND ISSUANCE COSTS 1141943 ART COLLECTION 6403194 DEPOSITS HELD BY BOND TRUSTEE 3558328 12002712 0 POST EMPLOYMENT OBLIGATIONS 15661 STUDENT DEPOSITS 1073076 LEASES PAYABLE 715947 US GOVERNMENT PAYABLE 3162133 ANNUITY PAYABLE 1749268 CONDITIONAL ASSET RETIREMENT 2546176 9262261 104547405 97486774 7060631 9437573 0 0 0 0 9437573 16498204 82916823 9437573 0 0 -31068155 -21630582 104547405 0 0 0 104547405 66418619 0 0 0 0 0 66418619 0 31068155 31068155 97486774 Collections of art - description of collections Schedule D, Part III, Line 4 THE COLLEGE RECORDS THE ART COLLECTION IN OUR FINANCIAL STATEMENTS. THE ART COLLECTION CONSISTS OF WORKS OF ART, HISTORICAL TREASURES OR SIMILAR ASSETS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH. Intended uses of endowment funds Schedule D, Part V, Line 4 THE ENDOWMENTS' PRIMARY PURPOSE IS TO PROVIDE SUPPORT TO BOTH AUGUSTANA COLLEGE'S GENERAL OPERATING BUDGET, TO STUDENT SCHOLARSHIPS AND AWARDS, AND TO SUPPORT FACULTY CHAIRS AND PROFESSORSHIPS. Other revenues in audited financial statements not in form 990 Schedule D, Part XII, Line 2d SCHOLARSHIPS - -31004841; INVESTMENT EXPENSE - -63314; OTHER - 0; TOTAL - -31068155 Other expenses in form 990 not in audited financial statements Schedule D, Part XIII, Line 4b SCHOLARSHIPS - 31004841; INVESTMENT EXPENSES - 63314; OTHER - 0; TOTAL - 31068155 true true false ALL THE BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS, INCLUDE OUR RACIALLY NONDISCRIMINATORY POLICY AS TO THE STUDENTS. FURTHER, ALL WRITTEN ADVERTISING GIVEN TO PROSPECTIVE STUDENTS CONTAINS OUR POLICY STATEMENT. BECAUSE WE CUSTOMARILY DRAW ABOUT 90% OF OUR STUDENTS FROM OUTSIDE THE GENERAL COMMUNITY, WE DO NOT HAVE TO PUBLICIZE OUR NONDISCRIMINATORY POLICY TO THE GENERAL COMMUNITY. IN ORDER TO DEMONSTRATE THAT WE ARE FOLLOWING OUR POLICY, WE POINT TO OUR CURRENT FIRST YEAR ENROLLMENT OF RACIALLY MINORITY STUDENTS WHICH STANDS AT ABOUT 15%. WE FEEL THIS IS A MEANINGFUL NUMBER TO QUALIFY FOR THE PUBLICITY NOTICE EXCEPTION PROVIDED BY SECTION 4.03(2)(B) IF REV.PROC.75-50. _ true true true true false false false false false false false false true false true true HONOR SCHOLARSHIPS 1478 9583531 AUGUSTANA GRANTS 907 3386019 SEOG GRANT 122 93424 TUITION EXCHANGE 32 814834 FAMILY ALLOWANCE 3 8000 PRESIDENTIAL SCHOLARSHIP 910 11869685 MERIT BASED SCHOLARSHIP 457 790703 ALUMNI SCHOLARSHIP 164 156211 MINORITY SCHOLARSHIP 160 557603 OTHER SCHOLARSHIPS 508 285920 AUG INDEPENDENT 529 PLAN 1 10136 YELLOW RIBBON PROGRAM 2 5859 SEOG 446 280873 ENDOWED SCHOLARSHIP 816 2752868 ANNUAL SCHOLARSHIP 96 402675 FREISTAT - INT'L STUDIES 5 6500 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 THE INSTITUTION AWARDS BOTH NEED BASED AND MERIT BASED FUNDS AND ARE DISTRIBUTED IN A FAIR AND EQUITABLE BASIS. FUNDS ARE AWARDED BASED ON THE INSTITUTIONS PACKAGING POLICIES AND AWARDING CRITERIA. STUDENTS MUST COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) ON A YEARLY BASIS TO APPLY FOR NEED BASED INSTITUTIONAL ASSISTANCE. THE FAFSA RESULTS ARE USED TO DETERMINE ELIGIBILITY FOR NEED BASED AWARDS BASED ON THE ESTABLISHED INSTITUTIONS PACKAGING POLICIES. SPECIAL CIRCUMSTANCES MAY BE CONSIDERED WHEN AWARDING NEED-BASED FUNDS AND ARE CONSIDERED ON AN INDIVIDUAL BASIS. STUDENT RECORDS/FILES ARE KEPT FOR 5 YEARS FROM THE DATE OF LAST ENROLLMENT---FILES WILL INCLUDE FAFSA'S AND ALL SUPPORTING DOCUMENTATION FOR DETERMINING ELIGIBILITY. X true true X X false true false false false false false false false LYNN JACKSON 147100 0 0 0 4150 0 15125 0 4478 0 170853 0 0 0 JEFF ABERNATHY 163600 0 0 0 0 0 16360 0 4478 0 184438 0 0 0 PAUL PEARSON 172900 0 0 0 0 0 17290 0 4478 0 194668 0 0 0 STEVEN BAHLS 260700 0 0 0 39300 0 20500 0 24742 0 345242 0 0 0 Housing allowance or residence for personal use Schedule J, Part I, Line 1a STEVEN BAHLS - TERMS OF EMPLYMENT CONTRACT STATES THAT AN ON CAMPUS HOME WILL BE PROVIDED AND HE IS REQUIRED TO RESIDE IN SAID HOME - NON TAXABLE Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b STEVEN BAHLS $16,500 ILLINOIS FINANCE AUTHORITY 521297563 NONENONEN 2003-02-13 36370000 REFUND SERIES 1997 AND SERIES 1998 true true ILLINOIS FINANCE AUTHORITY 521297563 4520014E7 2003-02-13 7090000 CONSTRUCTION AND RENOVATION OF ATHLETIC FACILITIES false false ILLINOISE FINANCE AUTHORITY 521297563 NONENONEN 2007-06-28 5000000 CONSTRUCT NEW APARTMENTS AND RENOVATE RES HALLS false false QUAD CITIES REGINAL DEVELPMENT AUTHORITY 363580390 74731RAB7 2005-10-13 15000000 CONSTRUCT NEW RES HALLS AND RENOVATIONS false false 36370000 2493205 4559397 0 569222 0 37325827 1998 true true true true 7090000 0 0 0 90000 0 7000000 2004 false false true true 5000000 0 0 0 100000 0 4900000 2010 false false true true 15000000 0 0 0 300000 0 14700000 2008 false false true true false false false false false 0.000 0.000 0.000 true false false false false false 0.000 0.000 0.000 true false false false false false 0.000 0.000 0.000 true false false false false false 0.000 0.000 0.000 true true false false 0.0 false 0.0 false false true true false 0.0 false 0.0 false false true false false 0.0 false 0.0 false false true true false false false false STEVE BAHLS COLLEGE PRESIDENT 345242 WIFE IS CONSULTANT TO THE COLLEGE, DAUGHTER IS A STUDENT false SUNDER SUBBAROYAN BOARD OF DIRECTORS 0 BUSINESS RELATIONSHIP WITH BANK OWNED IN PART BY BOARD MEMBER DOUG HULTQUIST false DOUG HULTQUIST BOARD OF DIRECTORS 0 DAUGHTER EMPLOYED BY COLLEGE, INTEREST IN QCR HOLDINGS AND QC BANK AND TRUST THAT PROVIDE BANKING SERVICE TO COLLEGE false PAULA ARNELL BOARD OF DIRECTORS 0 SISTER EMPLOYED BY COLLEGE false TOM WEIGAND BOARD OF DIRECTORS 0 SISTER EMPLOYED BY COLLEGE, NEPHEW ATTENDS COLLEGE false FRANZ HELPENSTELL BOARD OF DIRECTORS 0 BUSINESS SUPPLIER TO COLLEGE false JEFF ABERNATHY DEAN OF ACADEMICS 184438 WIFE EMPLOYEED BY COLLEGE false REBECCA WEE FACULTY MEMBER 59833 PAYMENT PERSUANT TO EMPLOYMENT CONTRACT false JULIE PETERS STAFF MEMBER 15709 PAYMENT PERSUANT TO EMPLOYMENT CONTRACT false AMY HULTQUIST ADMINISTRATIVE MEMBER 18083 PAYMENT PERSUANT TO EMPLOYMENT CONTRACT false JANE BAHLS CONSULTANT 15000 PAYMENT PERSUANT TO CONTRACT false X 3 127680 OPINIONS OF EXPERTS X 20 458531 SELLING COST 1 false true false Description of other program services Form 990, Part III, Line 4d HIGHER EDUCATION: STUDENT SERVICES - SERVES THE STUDENT COMMUNITY BY PROVIDING REGISTRATION ASSISTANCE, COUNSELING, CAREER PLANNING, INTERNSHIPS, FINANCIAL ASSISTANCE, MULTICULTURAL PROGRAMMING, ORIENTATION AND ADVISING, INTRAMURAL SPORTS, AND OTHER RELATED PROGRAMS. (2500 STUDENTS) HIGHER EDUCATION: PUBLIC SERVICES - INCLUDES A CENTER FOR COMMUNICATIVE DISORDERS, ART PROGRAMS, ALUMNI PROGRAMS, COMMUNITY SERVICE AND A NATIONAL PUBLIC RADIO STATION SERVING THE STUDENTS AND COMMUNITY. (2500 STUDENTS) HIGHER EDUCATION: RESEARCH - SUPPORTS EXTENSIVE OPPORTUNITIES FOR STUDENTS AND FACULTY TO CONDUCT RESEARCH ON AND OFF CAMPUS. (2500 STUDENTS) Family/business relationships amongst interested persons Form 990, Part VI, Section A, Line 2 SUNDER SUBBAROYAN - BUSINESS RELATIONSHIP; DOUG HULTQUIST - BUSINESS RELATIONSHIP; Review of form 990 by governing body Form 990, Part VI, Section B, Line 11A THE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND COMMENT VIA A SECURE WEBSITE PRIOR TO FILING; THE AUDIT COMMITTEE OF THE BOARD APPROVES THE FORM 990 BEFORE FILING. Conflict of interest policy Form 990, Part VI, Section B, Line 12c THE COLLEGE ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT TO ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. RESPONSES ARE REVIEWED BY THE ATTORNEY COUNSEL AND AUDIT COMMITTEE Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS AND INCORPORATES AVAILABLE COMPARABILITY DATA: SUCH PROCESS IS DOCUMENTED IN THE MINUTES OF COMPENSATION COMMITTEE. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b THESE POSITIONS WERE LAST REVIEWED FOR SALARY YEAR ENDING AUGUST 31, 2010. COLLEGE PRESIDENT VICE PRESIDENT OF BUSINESS AND FINANCE VICE PRESIDENT OF ENROLLMENT COLLEGE CHAPLAIN VICE PRESIDENT AND DEAN OF STUDENT SERVICES VICE PRESIDENT OF ADVANCEMENT DEAN OF THE COLLEGE GENERAL COUNSEL Public Disclosure Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN HARD COPY AND ELECTRONICALLY UPON REQUEST FROM THE PUBLIC. Financial aid or assistance from a governmental agency Schedule E, Line 6a FINANCIAL ASSISTANCE IS RECEIVED FROM THE STATE OF ILLINOIS AS FINANCIAL ASSISTANCE FOR NON-PUBLIC INSITUTIONS, AND FEDERALLY FUNDED STUDENT AID PROGRAMS INCLUDE COLLEGE WORK STUDY PROGRAM, STAFFORD LOAN PROGRAM, PELL GRANT PROGRAM, PERKINS LOAN PROGRAM, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT PROGRAM, SMART GRANT PROGRAM, AND ACADEMIC GRANT PROGRAM.