2011-03-24T06:54:00-05:00 2010-06-30 GRANT THORNTON LLP 8300 THORN DRIVE SUITE 300 WICHITA KS 672262708 990 2009-07-01 480547702 FRIENDS UNIVERSITY FRIE 3162955000 2100 W UNIVERSITY AVENUE WICHITA KS 672133379 RANDALL C DOERKSEN 2011-03-15 3162653231 2009 2016-02-24 21:20:13Z DR BIFF GREEN 2100 W UNIVERSITY AVENUE WICHITA KS 67213 63011977 false X N/A X 1898 KS FRIENDS UNIVERSITY EXISTS TO PROVIDE HIGH-QUALITY UNDERGRADUATE AND GRADUATE EDUCATION THAT INCORPORATES LIBERAL ARTS INSTRUCTION AND PROFESSIONAL STUDIES WITHIN THE CONTEXT OF THE CHRISTIAN FAITH. 22 17 1321 81 0 0 7898631 2815814 36712625 38829446 -2418869 4044582 -26586 221251 42165801 45911093 7440945 8266207 0 0 20537024 21098834 0 0 955607 13674592 14237009 41652561 43602050 513240 2309043 120910000 125835902 27121000 27474902 93789000 98361000 THE ORGANIZATION'S ACCOMPLISHMENTS INCLUDE PROVIDING THE OPPORTUNITY FOR HIGH-QUALITY LEARNING EXPERIENCES; ENCOURAGING EXPLORATION OF VALUES AS ENRICHED BY THE CHRISTIAN FAITH; PROVIDING A LIBERAL ARTS FOUNDATION THAT WILL PREPARE STUDENTS FOR LIFE IN A DIVERSE AND CHANGING WORLD; PROVIDING LIBERAL ARTS AND PROFESSIONAL OFFERINGS IN DELIVERY MODES THAT ARE APPROPRIATE AND VARIED IN A DIVERSE POPULATION OF STUDENTS; AND PROVIDING A LEARNING ENVIRONMENT THAT ENCOURAGES OPEN COMMUNICATION, COLLABORATION, ETHICAL STANDARDS AND LIFE-LONG LEARNING. false false 17294881 7550730 17419967 The College of Business, Arts, Sciences and Education (CBASE) supports the Friends University mission by providing a traditional college experience with a liberal arts education and a broad range of majors for undergraduate students. Of the nearly 1,000 mostly full time students enrolled in this college, 400 live in housing owned by the university and located on its main campus located in Wichita, Kansas. In addition to its rigorous curriculum and inclusive culture, the college is widely recognized for its excellence in fine arts and high levels of participation in robust athletic programs. Graduation rates for first time freshman exceed 40%. 11163908 437239 11509250 The College of Adult & Professional Studies (CAPS) is committed to providing academic excellence to a diverse community of lifelong learners. Students in CAPS are busy adults who want to earn a degree by attending classes one night a week, every other Saturday, or online. Each adult degree completion program has been designed to create maximum student-to-faculty and student-to-student interaction via the cohort model. We also offer the Program for Adult College Education (PACE) for adults just beginning the college journey. Over 1,300 students attended classes in this college during fiscal year 2010 including approximately 200 in programs housed in outreach facilities located in Lenexa, Kansas and Topeka, Kansas. 293 graduates received diplomas. 7314285 278239 7257146 The mission of the graduate school is to provide high-quality learning environment for students seeking professional graduate education. The Graduate School honors its Quaker heritage by adhering to its core values of excellence, integrity, civility, inclusivity and service. Its twelve degree programs are offered in the evenings and Saturdays to accommodate the schedules of working adults. The cohort model is used for all programs in which groups of 12-20 graduate students progress through their coursework together toward the completion of their degrees. Enrollment in the Graduate School of approximately 650 full time students and 256 graduates were recognized during fiscal year 2010 2694736 2907822 38467810 true true false false false false true false true true true false true false false false false false true false false false true true true false false false false false false true false false false false false false false false false false false false true 52 0 true 1321 true false true CJ VQ false false false false false false false 22 17 true false false false false false false true true false true true true true true true false true true true false X JULIA CAPPS CONTROLLER 3162955678 2100 W UNIVERSITY AVENUE WICHITA KS 67213 RODNEY PITTS 10.0 X X 0 0 0 DAVID DEPEW 5.0 X X 0 0 0 MICHAEL SHOCKLEY 5.0 X X 0 0 0 JOHN LEWIS 5.0 X X 0 0 0 ELDON ALEXANDER 1.0 X 0 0 0 JASON BOLES 1.0 X 0 0 0 PAUL BROWN 1.0 X 0 0 0 C BRUCE BURNETT 1.0 X 0 0 0 PAM CHAMBERS 1.0 X 0 0 0 ARDITH DUNN 1.0 X 0 0 0 DUANE HANSEN 1.0 X 0 0 0 KEVIN HOPPOCK 1.0 X 0 0 0 DENIS KNIGHT 1.0 X 0 0 0 KELLY LINNENS 1.0 X 0 0 0 CLIFTON LOESCH 1.0 X 0 0 0 EDWIN ROBERTS 1.0 X 0 0 0 RICHARD RUCKER 1.0 X 0 0 0 CARL SEBITS 1.0 X 0 0 0 JOHN WEBER 1.0 X 0 0 0 PHIL WHITEMAN 1.0 X 0 0 0 DR BIFF GREEN 45.0 X 234129 0 84884 RANDY DOERKSEN 45.0 X 144274 0 24862 DR JOHN YODER 45.0 X 151442 0 16931 HERVEY WRIGHT 45.0 X 147939 0 34541 PAM PENNINGTON 45.0 X 133329 0 12690 CAROLE OBERMEYER 45.0 X 129714 0 20223 DIXIE MADDEN 45.0 X 101384 0 19490 MARVIS LARY 45.0 X 104068 0 11317 1146279 0 224938 8 false true false TRIPLETT WOLF GARRETSON 2959 N ROCK ROAD STE 300 WICHITA KS 672265100 LEGAL SERVICES 114320 1 73658 287156 2455000 6000 2815814 TUITION AND FEES 611600 36084714 36084714 SALES AND SERVICES 900099 256076 256076 AUXILIARY 611710 2454401 2454401 INVESTMENT INCOME -PROGRAM RELATED 900099 34255 34255 38829446 750180 750180 0 25566 25566 18983 32759 -13776 -13776 17989361 2335700 16200959 829700 1788402 1506000 3294402 3294402 3555 63658 37466 -33911 0 0 MISCELLANEOUS REVENUE 900099 215165 215165 VENDING 900099 28207 28207 243372 45911093 39044611 4098355 0 8266207 8266207 0 0 1021823 236193 632720 152910 0 16280685 15130912 739291 410482 724355 621586 69039 33730 1645919 1493446 104625 47848 1426052 1292209 88566 45277 0 102191 102191 101007 101007 0 0 147955 147955 1074829 970439 59308 45082 912403 846124 29941 36338 1583477 1431582 25950 125945 1200091 900068 300023 0 2314740 1736055 578685 796620 738417 7286 50917 0 48519 42960 3385 2174 810011 810011 0 2173659 1956293 217366 213081 76602 136479 STUDENT BOARD PLAN 599487 599487 PUBLICATIONS & SUBSCRIPTIONS 247399 243427 3126 846 ITEMS FOR RE-SALE 240537 240537 STUDENT FEES 1246050 1246050 MISCELLANEOUS 346863 321126 21679 4058 78090 78090 43602050 38467810 4178633 955607 0 8426 9778000 11689999 7292000 8554559 76883264 21665682 55656000 55217582 30984000 32972224 10646000 10242112 6554000 7151000 120910000 125835902 2837000 3332640 2616000 2443587 18520000 17725785 3148000 3972890 27121000 27474902 X 60172000 63321000 2915000 3475000 30702000 31565000 93789000 98361000 120910000 125835902 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 328800 X X false 35616000 1475000 3247000 1387000 810000 38141000 44385000 1357000 -7887000 1295000 944000 35616000 0.29980 0.67400 0.02620 false false 2186549 2186549 55209696 12260661 42949035 13532398 7080468 6451930 5954621 2324553 3630068 55217582 10242112 F 10242112 CASH SURRENDER VALUE LIFE INS. 276600 FUNDS HELD BY TRUSTEE 918700 ART 328800 OTHER ASSETS 456900 INTEREST IN PERPETUAL TRUST 4965000 MINERAL INTERESTS 205000 7151000 0 ANNUITIES PAYABLE 338314 FEDERAL PORTION-PERKINS FUND 2205132 DEPOSITS 108618 OBLIGATIONS UNDER CAPITAL LEASE 636897 OTHER LIABILITIES 683929 3972890 45911093 43602050 2309043 1988512 274444 2262956 4571999 39689000 1988512 68959 2057471 37631529 8279564 8279564 45911093 35117000 68959 68959 35048041 8554009 8554009 43602050 EXPENSE RECONCILIATION PART XIII, LINE 2D AND 4B LINE 4B SCHOLARSHIPS 8,266,207 ROUNDING 646 WORKSTUDY WAGES 287,156 --------------- 8,554,009 LINE 2D SPECIAL EVENT EXP PRESENTED AS A SUBTRACTION FROM REVENUE (37,466) ROCKCLEFT RENTAL EXPENSES PRESENTED AS SUBTRACTION FROM REV. (31,493) --------- (68,959) REVENUE RECONCILIATION PART XII, LINES 2D AND 4B LINE 4B SCHOLARSHIPS 8,266,207 RENTAL EXPENSES 1,265 RESTRICTED SCHOLARSHIPS NETTED AGAINST ACCT BALANCE 11,723 ROUNDING 369 --------- 8,279,564 LINE 2D SPECIAL EVENT EXP PRESENTED AS A SUBTRACTION FROM REVENUE (37,466) ROCKCLEFT RENTAL EXPENSES PRESENTED AS SUBTRACTION FROM REV. (31,493) --------- (68,959) ART COLLECTION SCHEDULE D, PART III, LINE 4 The Bloomfield art collection was gifted to the University many years ago. The small exhibit consists of 15th and 16th century art. It is not reflected on the financial statements as a collection because it is considered immaterial. This art collection is reflected in the Plant fund other assets. The value is $328,800. Pieces from the collection are periodically displayed in the Riney Fine Arts building art gallery/lobby. CHANGE IN NET ASSET RECONCILIATION WORKSTUDY WAGES RECORDED ON FORM 990 NOT ON F/S 287,156 RESTRICTED SCHOLARSHIPS - NETTED AGAINST ACCT BAL (11,723) RENTAL ACTIVITY EXPENSES NOT ON F/S (1,265) ROUNDING 276 ---------- 274,444 FIN 48 SCHEDULE D, PART X, LINE 2 THE UNIVERSITY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF STATE LAW. THE UNIVERSITY RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE UNIVERSITY IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR THE FISCAL YEARS BEFORE 20007. ENDOWMENT FUNDS PART V, QUESTION 4 ENDOWMENT FUNDS ARE USED TO UNDERWRITE STUDENT SCHOLARSHIPS AND INSTITUTIONAL OPERATIONS AS DESIGNATED BY DONORS. true true true The University's non-discrimination statement appears on all print advertisements - including newspaper, magazine ads, chamber ads and directories, direct mail, brochures, collateral, flyers, landing pages and e-mail advertising. "Friends University does not discriminate against academically qualified students of any race, color, national or ethnic origin, sex, age, or without regard to disability." it is not expressly stated in our radio ads, billboards or website banner ads. true true true true false false false false false false false false true false We receive pass-thru financial aid from Pell, SEOG, Perkins, and Direct Lending. This aid is received and disbursed to the student account to defer tuition, fees, housing and other charges. Excess aid is refunded to the student. true TELETHON 44373 44373 25760 GREAT CONVERS. 22840 19285 3555 4784 1922 5000 0 67213 63658 3555 4784 1922 30760 37466 -33911 true ACADEMIC SCHOLARSHIP 806 3477330 TUITION REMISSION/EXCHANGE PROGRAMS - EMPLOYEES 164 1542214 ATHLETIC SCHOLARSHIP 404 1227575 FINE ARTS SCHOLARSHIP 320 830950 INSTITUTIONAL NEED BASED GRANTS 273 411125 OTHER INSTITUTIONAL SCHOLARSHIPS 579 535988 ENDOWED SCHOLARSHIP 116 190439 GENERAL INFORMATION ON GRANTS AND ASSISTANCE SCHEDULE I, PART I, LINE 2 THE USE OF GRANT FUNDS ARE MONITORED BY THE UNIVERSITY THROUGH THE PRACTICE OF DIRECTLY APPLYING SCHOLARSHIP FUNDS TO THE STUDENT ACCOUNT AT THE UNIVERSITY TO OFFSET TUITION AND FEES. X true true X X X X X X false false false false false false false false false DR BIFF GREEN 224650 0 0 0 9479 0 15753 0 69131 0 319013 0 0 0 RANDY DOERKSEN 143173 0 0 0 1101 0 10433 0 14429 0 169136 0 0 0 DR JOHN YODER 147115 0 0 0 4327 0 10433 0 6498 0 168373 0 0 0 HERVEY WRIGHT 138950 0 0 0 8989 0 9923 0 24618 0 182480 0 0 0 HEALTH OR SOCIAL CLUB DUES PART I, QUESTION 1A TWO GOLF CLUB MEMBERSHIPS ARE INCLUDED IN THE PRESIDENT'S CONTRACT. THE PRESIDENT INDICATES ANY PERSONAL USE FOR TAXATION. BOND A KS INDEPENDENT COLLEGE FINANCE AUTHORITY 481233911 48526HLX2 2006-03-29 8005000 REFINANCE '98 BOND, ERP & STUDENT false false BOND B KS INDEPENDENT COLLEGE FINANCE AUTHORITY 481233911 2009-06-30 4000000 STUDENT HOUSING false false 8005000 61889 1628051 160000 1305538 4849522 2008 false false true true 4000000 63637 3936363 2010 false false true true false false false false false 0.00000 0.00000 0.00000 false false false false false 0.00000 0.00000 0.00000 true true false false true false false false VARIOUS TRUSTEES 82470 SCHOLARSHIPS CONFLICT OF INTEREST POLICY PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORMS ARE PROVIDED FOUR TIMES A YEAR; ONE AT EACH BOARD MEETING AND ONE IN THE SUMMER. A SUMMARY IS COMPILED AND SENT VIA E-MAIL TO THE BOARD CHAIR. THE SUMMARY IS THEN PLACED IN A NOTEBOOK FOR THE NEXT BOARD MEETING FOR REVIEW. THE COMPENSATION AND CONFLICTS COMMITTEE (A SUBCOMMITTEE OF THE AUDIT/FINANCE COMMITTEE) IS RESPONSIBLE FOR MANAGING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE COMMITTEE MEETS AT LEAST THREE TIMES A YEAR (MORE FREQUENTLY IF NECESSARY) TO INDEPENDENTLY REVIEW ALL TRANSACTIONS SUBJECT TO THE POLICY. MINUTES FROM THE MEETINGS ARE REVIEWED AND APPROVED BY THE FULL BOARD OF TRUSTEES. ANY PERSONS OF INTEREST ARE REQUIRED TO EXCUSE HIM/HERSELF FROM VOTING ON ALL ISSUES RELATED TO THE CONFLICT. COMPENSATION REVIEW PART VI, SECTION B, LINE 15A AND 15B LEGAL COUNCIL WAS ENGAGED IN THE SPRING OF 2010 TO SOLICIT FEEDBACK FROM INDEPENDENT CONSULTANTS REGARDING COMPENSATION. THE COMPENSATION AND CONFLICTS COMMITTEE (A SUBCOMMITTEE OF THE AUDIT/FINANCE COMMITTEE) IS RESPONSIBLE FOR REVIEWING EXECUTIVE COMPENSATION AND PRESIDENTIAL EXPENSE ACCOUNTS. THE UNIVERSITY ANNUALLY PARTICIPATES IN SEVERAL NATIONALLY RECOGNIZED COMPENSATION SURVEYS WITH OTHER COLLEGES AND UNIVERSITIES. PAY FOR OFFICERS/KEY EMPLOYEES IS IN ALIGNMENT WITH PAY AT OTHER PRIVATE UNIVERSITIES OF SIMILAR SIZE AND NATURE. AVAILABILITY OF GOVERNING DOCUMENTS PART VI, SECTION C, LINE 19 THE UNIVERSITY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990 REVIEW PART VI, SECTION B, LINE 11 THE REVIEW OF THE FORM 990 IS THE CULMINATION OF THE YEAR-END PROCESS. THE FORM 990 IS REVIEWED BY ADMINISTRATIVE PERSONNEL FOR ACCURACY AND COMPLETENESS. THE DATA IS CONSIDERED RELATIVE TO PRIOR YEARS AND CURRENT YEAR FINANCIAL STATEMENTS. ALSO THE AUDIT/FINANCE COMMITTEE OF THE BOARD REVIEW THE FORM 990 BEFORE FILING WITH THE IRS. BUSINESS/FAMILY RELATIONSHIPS PART VI, QUESION 2 CLIFF LOESCH - BUSINESS RELATIONSHIP AND FAMILY RELATIONSHIP ROD PITTS - BUSINESS RELATIONSHIP JOHN LEWIS - BUSINESS RELATIONSHIP OTHER PROGRAM SERVICES PART III, LINE 4D OTHER PROGRAM SERVICES CONSIST OF STUDENT HOUSING, POSTAGE, PRINT & COPY SERVICES, AND BOOKSTORE COMMISSIONS. THESE FUNCTIONS EXIST TO SUPPORT THE THREE PRIMARY EXEMPT PURPOSES OUTLINED IN PART III OF FORM 990. BOND ISSUE SCHEDULE K, PART I BOND ISSUE PRICES LISTED IN PART I OF SCHEDULE K MATCH THE FILED FORM 8038. NON-TAXABLE BENEFITS AND OTHER REPORTABLE COMPENSATION PART VII, COLUMN F AND SCHEDULE J, COLUMN D NON-TAXABLE BENEFITS ARE COMPRISED OF THE VALUE OF BENEFITS AVAILABLE TO ALL EMPLOYEES. THE BENEFITS INCLUDE LIFE INSURANCE, SUPPLEMENTAL/DEPENDENT LIFE INSURANCE, SHORT-TERM DISABILITY, NON-TAXABLE CELL PHONE DATA ALLOWANCE, TUITION REMISSION, CANCER INSURANCE, AND CAFETERIA 125 PLANS. THE PRESIDENT'S NON-TAXABLE BENEFITS ALSO INCLUDE THE FAIR MARKET VALUE OF THE HOUSING WHICH HE IS REQUIRED TO RESIDE IN ON CAMPUS. OTHER REPORTABLE COMPENSATION INCLUDES UNIVERSITY PAID LTD, IMPUTED LIFE, PERSONAL USE OF UNIVERSITY CAR, AND CELL PHONE ALLOWANCES. THE PRESIDENT ALSO HAS SOCIAL CLUB MEMBERSHIPS.