2011-04-25T07:59:31-05:00 2010-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2009-07-01 344428207 Bluffton University BLUF 4193583000 1 University Drive Bluffton OH 45817 KEVIN NICKEL 4193583000 2011-04-13 true 2604604000 2009 2016-02-24 21:20:13Z DR JAMES M HARDER 1 UNIVERSITY DRIVE BLUFFTON OH 45817 36884971 false X WWW.BLUFFTON.EDU X 1899 OH THE UNIVERSITY SEEKS TO PREPARE STUDENTS OF ALL BACKGROUNDS FOR LIFE AS WELL AS VOCATION, FOR RESPONSIBLE CITIZENSHIP, FOR SERVICE TO ALL PEOPLE AND ULTIMATELY FOR THE PURPOSES OF GOD'S UNIVERSAL KINGDOM. 24 24 1108 0 0 2518409 4181719 28278712 28527564 65856 100677 97715 67127 30960692 32877087 9439145 10895009 0 0 12298805 12217947 46665 0 887356 9520636 9092409 31305251 32205365 -344559 671722 55871239 59787429 14514198 16390044 41357041 43397385 SHAPED BY THE HISTORIC PEACE CHURCH TRADITION AND NOURISHED BY A DESIRE FOR EXCELLENCE IN ALL PHASES OF ITS PROGRAMS, BLUFFTON UNIVERSITY SEEKS TO PREPARE STUDENTS OF ALL BACKGROUNDS FOR LIFE AS WELL AS VOCATION, FOR RESPONSIBLE CITIZENSHIP, FOR SERVICE TO ALL PEOPLES AND, ULTIMATELY, FOR THE PURPOSE OF GOD'S UNIVERSAL KINGDOM. false false 29607753 10895009 28527564 BLUFFTON UNIVERSITY PROVIDES AN EDUCATIONAL EXPERIENCE THAT PROMOTES OUR FOUR ENDURING VALUES OF DISCOVERY, COMMUNITY, RESPECT AND SERVICE. ONE CAN CHOOSE FROM 37 MAJORS AND 35 MINORS. ORGANIZATIONAL MANAGEMENT, EDUCATION, BUSINESS, AND SOCIAL WORK ARE AMONG OUR LARGEST MAJORS. WE ALSO OFFER GRADUATE PROGRAMS IN EDUCATION AND BUSINESS. OUR STUDENT AID PROGRAM SERVED 1,108 STUDENTS AND ALLOWS THE INSTITUTION TO PROVIDE AN EDUCATION THAT IS AFFORDABLE AND REWARDING. 29607753 true true false false false false true false true true true false true false false false false false false false false false true true true false false false false false false false false false true false false false false false false false false true 83 0 true 1108 true false false false false false false false false false 24 24 true false false false false false false true true false false false true true true false true true true false X RICHARD LICHTLE 4193583000 1 UNIVERSITY DRIVE BLUFFTON OH 45817 James Bassett 1.0 X 0 0 0 David Baumgartner 1.0 X 0 0 0 Charles Bishop 1.0 X 0 0 0 Larry Copeland 1.0 X 0 0 0 Richard Cripe 1.0 X 0 0 0 LaVonne Hartman 1.0 X 0 0 0 Edith Landis 1.0 X 0 0 0 Jerry Lewis 1.0 X 0 0 0 John L Liechty 1.0 X 0 0 0 Ronald Lora 1.0 X 0 0 0 Lawrence Milan 1.0 X 0 0 0 Roberta Mohr 1.0 X 0 0 0 Steve Mullet 1.0 X 0 0 0 Thomas Reichenbach 1.0 X 0 0 0 Terry Shetler 1.0 X 0 0 0 Martha Augsburger Showalter 1.0 X 0 0 0 James Sommer 1.0 X 0 0 0 Ernest Thomas 1.0 X 0 0 0 Mark Weidner 1.0 X 0 0 0 Kent Yoder 1.0 X 0 0 0 Wanda Stopher 1.0 X 0 0 0 Kerry Strayer 1.0 X 0 0 0 Morris Stutzman 1.0 X 0 0 0 Gregory Wannemacher 1.0 X 0 0 0 James Harder 65.0 X 146195 0 17136 Willis Sommer 50.0 X 91770 0 12187 Sally Weaver Sommer 55.0 X 83035 0 11399 Hans Houshower 50.0 X 85022 0 11399 Eric Fulcomer 55.0 X 76793 0 12205 482815 0 64326 1 false true false SODEXO INC 3000 N MERIDIAN STREET INDIANAPOLIS IN 46208 FOOD SERVICE 1491152 SASAKI ASSOCIATES INC PO BOX 843026 WATERTOWN MA 02284 ARCHITECTS 499212 AMERICAN ELECTRIC POWER-CANTON PO BOX 24002 CANTON OH 447014002 ELECTRIC UTILITIES 384652 HESS CORPORATION PO BOX 905243 CHARLOTTE NC 282905243 NATURAL GAS 201446 THOMAS MARKER CONSTRUCTION 2084 US 68 S BOX 250 BELLEFONTAINE OH 43311 BUILDING CONTRACTOR 594349 19 8371 1966094 2207254 194483 4181719 TUITION FEES 611600 22039704 22039704 AUXILIARY FEES 611710 607681 607681 DORMITORY/HOUSING 611710 2924203 2924203 DINING HALL 611710 2955976 2955976 28527564 158359 158359 0 0 3539295 3596977 -57682 -57682 -57682 6615 8371 8744 -2129 -2129 0 471419 402163 69256 69256 0 32877087 28596820 98548 0 10895009 10895009 0 0 482816 159829 237965 85022 0 9363866 8257765 672305 433796 427235 350254 55920 21061 1221275 1025940 148809 46526 722755 592525 94600 35630 0 16683 16683 89247 89247 0 0 0 123676 105629 10879 7168 259224 180457 40069 38698 1541085 1413633 70055 57397 307727 21417 250838 35472 2702 2702 1059160 1038265 20895 927831 894897 22905 10029 0 334890 228061 31839 74990 294610 294610 0 1946923 1900197 6233 40493 308653 308653 FOOD PURCHASES 1279478 1279478 MISCELLANEOUS 600520 552502 46944 1074 32205365 29607753 1710256 887356 3000 5000 1221355 2978242 4293895 3865228 777671 869945 2551758 2531985 213092 209459 932064 1128514 59708705 31621884 27590785 28086821 12072725 13522142 6214894 6590093 55871239 59787429 1969584 2535974 0 9000000 10328308 2289213 2216306 2564857 14514198 16390044 X 17594817 18658325 9411854 9659415 14350370 15079645 41357041 43397385 55871239 59787429 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 102475 false 14543116 745622 1472947 656437 16105248 20064494 247579 -3887286 1881671 14543116 0.09750 0.90250 true false 543194 543194 40781782 19325692 21456090 0 0 0 15525328 12296192 3229136 2858401 2858401 28086821 0 0 DEPOSITS & PREPAID FEES 439235 FEDERAL ADVANCES FOR STUDENTS 1691644 INTEREST RATE SWAP AGREEMENTS 433978 2564857 32877087 32205365 671722 1584152 -215530 1368622 2040344 23977137 1584152 410907 1995059 21982078 10895009 10895009 32877087 21721263 410907 410907 21310356 10895009 10895009 32205365 ENDOWMENT FUNDS Describe the Intended uses of the organization's endowment funds. THE UNIVERSITY'S ENDOWMENT FUND IS DESIGNATED FOR SCHOLARSHIPS, FUTURE CAPITAL EXPANSION, AND MAINTENANCE OF CURRENT FACILITIES. FIN 48 FOOTNOTE THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE ADDRESSING THE ADOPTION OF FIN 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. PAGE 4, Part XI Reconciliation of change in net assets Line 4:Unrealized gain on sale of investments: 1,577,897 Investment gain related to underwater endowments: 6,255 Line 8:Change in value of split-interest agreementS: 218,448 Change in fair value of derivative contract: -433,978 PAGE 4, Part XII Reconciliation of Revenue Line 2a: Unrealized gain on investments: 1,577,897 Investment gain related to underwater endowments: 6,255 Line 2d: Special eventS expense: 8,744 Cost of goods sold from sale of inventory: 402,163 Line 4b: Student Aid Expense 10,895,009 PAGE 4, Part XIII Reconciliation of Expenses Line 2d: Special eventS expense: 8,744 Cost of goods sold from sale of inventory: 402,163 Line 4b: Student Aid Expense: 10,895,009 true true true A NONDISCRIMINATORY POLICY NOTED IN TRUSTEE BYLAWS, IN BOARD APPROVED RESOLUTION AND IN LITERATURE RELATED TO ALL PROGRAMS. true true true true false false false false false false false false true false BLUFFTON UNIVERSITY PARTICIPATES IN STUDENT AID PROGRAMS PROVIDED BY THE FEDERAL GOVERNMENT. true true Bluffton University Student Aid Program 1108 10895009 SCHEDULE I Procedures for Monitoring the use of grant funds in U.S. The awarding of Financial Aid starts after a student is accepted into Bluffton University. Those students who need financial support have to file an application for Federal Student Aid. Bluffton University offers University funds, state and federal grants and student loans. Need-based financial aid grants are awarded based on the calculations from FAFSA and the resulting financial need of the students. Academic scholarships are determined at the time of acceptance and based off of high school GPA and board scores. X true true X X X false false false false false false false false false James Harder 142908 0 0 0 3287 0 10177 0 6959 0 163331 0 PAYMENTS FOR BUSINESS USE OF PERSONAL RESIDENCE LINE 1A THE PRESIDENT INVITES INDIVIDUALS TO HIS HOME AND PROVIDES A MEAL. AFTER EACH VISIT, THE PRESIDENT SUBMITS A LIST OF INDIVIDUALS WHO ATTENDED THE MEAL. THE PRESIDENT IS REIMBURSED FOR $6.00 PER PERSON, AND THE AMOUNT WILL NOT BE INCLUDED ON HIS W-2. OHIO HIGHER EDUCATIONAL FACILITY COMMISSION 346849674 67756eqv9 2010-04-06 9000000 BLUFFTON UNIVERSITY 2010 PROJECT false false 9000000 7350000 1650000 true false false true false false false false false false false false false false false false X 5 158211 FAIR MARKET VALUE X 1 36000 Appraisal X COMPUTER MONITOR 1 272 FAIR MARKET VALUE 1 false true true Part I, Question 32b NONCASH CONTRIBUTIONS THE ORGANIZATION HIRES A THIRD PARTY TO SELL ANY CONTRIBUTIONS RECEIVED OF PUBLICLY TRADED SECURITIES. Part VI, Question 2 Describe any family or business relationships JAMES H. BASSETT - BUSINESS RELATIONSHIP WILLIS SOMMER - FAMILY RELATIONSHIP JAMES SOMMER - FAMILY RELATIONSHIP Part VI, Question 11 Describe process to review 990 FORM 990 IS THOROUGHLY REVIEWED BY THE ORGANIZATION'S VICE PRESIDENT OF FINANCIAL AFFAIRS AND THE BUSINESS MANAGER. PRIOR TO FILING, THE GOVERNING BODY WAS PROVIDED A COMPLETE COPY OF THE 990 WITH THE EXCEPTION OF THE NAMES AND ADDRESSES IN THE CONTRIBUTORS LISTING. Part VI, Question 12C Describe how conflict of interest policy is monitored & enforced A QUESTIONNAIRE IS SENT OUT ANNUALLY TO ALL OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE PERSONAL AND BUSINESS RELATIONSHIPS. THE QUESTIONNAIRES ARE REVIEWED ANNUALLY. IF A CONFLICT EXISTS RESTRICTIONS WILL BE IMPOSED ON PERSONS WITH A CONFLICT SUCH AS PROHIBITING THEM FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. Part VI, Question 13 Describe whistleblower policy THe university currently does not have a whistleblower policy. The university is currently working on implementing such a policy. This policy should be in effect for the fiscal year ending 6/30/2011. Part VI, Question 15 Describe process for determining compensation The president and the officers send a request to the board of directors. The board reviews the request while taking into account the university budget and the compensation figures of comparable Not-For-Profit colleges and Universities. Ultimate approval rests with the board. Part VI, Question 19 Describe how documents are made available to the public BLUFFTON UNIVERSITY KEEPS COPIES OF THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ON SITE AND ARE AVAILABLE UPON REQUEST.