FURP.ORG / PUBLIC DATA EXPLORER

EARLHAM COLLEGE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
EARLHAM COLLEGE (EIN 35-0868073)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-12
IRS object ID
201101329349301140
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-12T11:42:57-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1201 N Illinois StreetAddressLine1
CityIndianapolisCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN350868073EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Earlham CollegeBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlEARLNameControl
Phone7659831772Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 National Road WestAddressLine1
CityRichmondCity
StateINState
ZIP Code47374ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCATHERINE A HABSCHMIDTName
TitleCONTROLLER/INT. CFOTitle
Date Signed2011-02-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJoyce DulworthName
Phone3173834000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDouglas C Bennett PresidentNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1801 National Road WestAddressLine1
CityRichmondCity
StateINState
ZIP Code47374ZIPCode
FieldValueIRS element (for citing)
Gross Receipts180223731GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.EARLHAM.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1881YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE THE HIGHEST QUALITY UNDERGRADUATE EDUCATION IN THE LIBERAL ARTS, INCLUDING THE SCIENCES, SHAPED BY THE DISTINCTIVE PERSPECTIVES OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS).ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees1541TotalNbrEmployees
Total Nbr Volunteers500TotalNbrVolunteers
Total Gross UBI-727426TotalGrossUBI
Net Unrelated Business Txbl Income-727426NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year20584073ContributionsGrantsPriorYear
Contributions Grants Current Year24306569ContributionsGrantsCurrentYear
Program Service Revenue Prior Year49268667ProgramServiceRevenuePriorYear
Program Service Revenue CY49504730ProgramServiceRevenueCY
Investment Income Prior Year-1236407InvestmentIncomePriorYear
Investment Income Current Year1206381InvestmentIncomeCurrentYear
Other Revenue Prior Year1152546OtherRevenuePriorYear
Other Revenue Current Year1356914OtherRevenueCurrentYear
Total Revenue Prior Year69768879TotalRevenuePriorYear
Total Revenue Current Year76374594TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year18985988GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY20792273GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year25153179SalariesEtcPriorYear
Salaries Etc Current Year25783092SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year56456TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY32808TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1973235TotalFundrsngExpCurrentYear
Other Expense Prior Year22868547OtherExpensePriorYear
Other Expenses Current Year23206057OtherExpensesCurrentYear
Total Expenses Prior Year67064170TotalExpensesPriorYear
Total Expenses Current Year69814230TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2704709RevenuesLessExpensesPriorYear
Revenues Less Expenses CY6560364RevenuesLessExpensesCY
Total Assets BOY202242070TotalAssetsBOY
Total Assets EOY215053126TotalAssetsEOY
Total Liabilities BOY47017997TotalLiabilitiesBOY
Total Liabilities EOY41431914TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY155224073NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY173621212NetAssetsOrFundBalancesEOY
Mission DescriptionTHE MISSION OF EARLHAM COLLEGE, AN INDEPENDENT, RESIDENTIAL COLLEGE, IS TO PROVIDE THE HIGHEST QUALITY UNDERGRADUATE EDUCATION IN THE LIBERAL ARTS, INCLUDING THE SCIENCES, SHAPED BY THE DISTINCTIVE PERSPECTIVES OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). THE COLLEGE PROVIDES EXTENSIVE OPPORTUNITIES FOR STUDENTS AND FACULTY TO LEARN FROM EACH OTHER IN A COOPERATIVE COMMUNITY, AN IMPORTANT ASPECT OF WHICH IS COLLABORATIVE STUDENT/FACULTY RESEARCH. AT EARLHAM COLLEGE EDUCATION IS CARRIED ON WITH A CONCERN FOR THE WORLD IN WHICH WE LIVE AND FOR IMPROVING HUMAN SOCIETY. THEREFORE EARLHAM STRESSES GLOBAL EDUCATION, PEACEFUL RESOLUTION OF CONFLICT, EQUALITY OF PERSONS, AND HIGH MORAL STANDARDS OF PERSONAL CONDUCT.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense57246305Expense
Grants20438777Grants
Revenue50263198Revenue
DescriptionEARLHAM COLLEGE - PROVIDING HIGH QUALITY LIBERAL ARTS EDUCATION FOR APPROXIMATELY 1,200 UNDERGRADUATES AND 50 GRADUATE STUDENTS. SERVING THE LOCAL COMMUNITY THROUGH ARTS, MUSIC, AND CULTURAL EVENTS OPEN TO THE PUBLIC. STUDENTS VOLUNTEER WITH MANY COMMUNITY SERVICE ORGANIZATIONS. APPROXIMATELY 2,500 PEOPLE IN THE LOCAL COMMUNITY ARE SERVED IN THIS WAY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1334970Expense
Grants353496Grants
Revenue598446Revenue
DescriptionEARLHAM SCHOOL OF RELIGION - PROVIDING SEMINARY TRAINING FOR APPROXIMATELY 100 STUDENTS.Description
FieldValueIRS element (for citing)
Total Program Service Expense58581275TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershiptrueActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961556NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees1541NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountryAUNameOfForeignCountry
Name Of Foreign CountryMXNameOfForeignCountry
Name Of Foreign CountryJANameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryJONameOfForeignCountry
Name Of Foreign CountryINNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonCATHERINE A HABSCHMIDTNamePerson
Telephone Number7659831772TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1801 NATIONAL ROAD WESTAddressLine1
CityRICHMONDCity
StateINState
ZIP Code47374ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
DEBORAH HULL
CHAIR4.0X000
JOHN YOUNG
VICE CHAIR2.0X000
RAYMOND ONTKO
SECRETARY2.0X000X
DOUGLAS C BENNETT
PRESIDENT50.0X2576440106822X
LOUISE BEEDE
TRUSTEE2.0X000
ROB BRESLER
TRUSTEE2.0X000
DIANA HADLEY
TRUSTEE2.0X000
BARBARA GOTTSCHALK
TRUSTEE2.0X000
DANIEL CARTER
TRUSTEE2.0X000
LAVONA BANE
TRUSTEE2.0X000
PEGGY HOLLINGSWORTH
TRUSTEE2.0X000
JOHN LOOSE
TRUSTEE2.0X000
FRED MCCLURE
TRUSTEE2.0X000
DAVID MATTHEWS
TRUSTEE2.0X000
MORRIS MILLS
TRUSTEE2.0X000
VAUGHN PEEBLES
TRUSTEE2.0X000
KAREN REED
TRUSTEE2.0X000
SARA JANE RYAN
TRUSTEE2.0X000
JOHN SCARLETT
TRUSTEE2.0X000
MARION SHORE
TRUSTEE2.0X000
DAVID STUMP
TRUSTEE2.0X000
BRENT TAYLOR
TRUSTEE2.0X000
CATHERINE TINSLEY
TRUSTEE2.0X000
PENNY SITLER
TRUSTEE2.0X000
GREGORY MAHLER
VP OF ACADEMIC AFFAIRS50.0163198033078X
RICHARD SMITH
VP-FINANCIAL AFFAIRS/TREASURER50.0154305039595X
JAMES MCKEY
VP FOR ADVANCEMENT50.0162390026814X
NELSON BINGHAM
PROVOST50.0121224024070X
AVIS STEWART
VP FOR COMMUNITY RELATIONS50.0111858019927X
JAY MARSHALL
VP AND DEAN OF ESR50.0132235023539X
JEFFREY RICKEY
VP-DEAN OF ADMISSIONS/FIN AID50.0124987040317X
CHERYL PRESLEY
VP AND DEAN OF STUDENTS50.06604002650X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1293881TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation316812TotalOtherCompensation
Number Individuals GT100 K8NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BKD LLP
201 N Illinois StINDIANAPOLISIN46204Audit/Accounting165770
Moore Engineers PC
PO Box 40439INDIANAPOLISIN40439Architect205459
ART SCIENCE GROUP
6115 FALLS ROAD SUITE 101BALTIMOREMD21209CONSULTING223393
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
Government Grants1510713GovernmentGrants
All Other Contributions22795856AllOtherContributions
Noncash Contributions866053NoncashContributions
Total Contributions24306569TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION AND FEES9000994081351440813514
AUXILIARY INCOME61171086912168691216
FieldValueIRS element (for citing)
Total Program Service Revenue49504730TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1271113TotalRevenueColumn
Unrelated Business Revenue-727426UnrelatedBusinessRevenue
Exclusion$1,998,539ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities103784405Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities103849137Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-64732Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-64732TotalRevenueColumn
Exclusion-$64,732ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900003BusinessCode
Total Revenue Column1356914TotalRevenueColumn
Related Or Exempt Function Income1356914RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1356914TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column76374594TotalRevenueColumn
Related Or Exempt Function Income50861644RelatedOrExemptFunctionIncome
Unrelated Business Revenue-727426UnrelatedBusinessRevenue
Exclusion$1,933,807ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total20792273Total
Program Services20792273ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1408159Total
Program Services543259ProgramServices
Management And General701900ManagementAndGeneral
Fundraising163000Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total17711016Total
Program Services13346136ProgramServices
Management And General3405483ManagementAndGeneral
Fundraising959397Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total786961Total
Program Services369385ProgramServices
Management And General313321ManagementAndGeneral
Fundraising104255Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4583409Total
Program Services3391437ProgramServices
Management And General986071ManagementAndGeneral
Fundraising205901Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1293547Total
Program Services948387ProgramServices
Management And General270060ManagementAndGeneral
Fundraising75100Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total83052Total
Program Services11672ProgramServices
Management And General71170ManagementAndGeneral
Fundraising210Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total165770Total
Management And General165770ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total32808Total
Fundraising32808Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total249153Total
Management And General249153ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total2684098Total
Program Services2151974ProgramServices
Management And General433714ManagementAndGeneral
Fundraising98410Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total93269Total
Program Services51950ProgramServices
Management And General41319ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2738886Total
Program Services2122197ProgramServices
Management And General470655ManagementAndGeneral
Fundraising146034Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total402076Total
Program Services286002ProgramServices
Management And General104259ManagementAndGeneral
Fundraising11815Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3166643Total
Program Services3123567ProgramServices
Management And General39871ManagementAndGeneral
Fundraising3205Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1138880Total
Program Services890805ProgramServices
Management And General167638ManagementAndGeneral
Fundraising80437Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total152284Total
Program Services132276ProgramServices
Management And General17029ManagementAndGeneral
Fundraising2979Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total1331279Total
Program Services1275479ProgramServices
Management And General55800ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2715734Total
Program Services1685330ProgramServices
Management And General999015ManagementAndGeneral
Fundraising31389Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total414242Total
Program Services155527ProgramServices
Management And General258715ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MEALS2935110271396620148219662
FOREIGN STUDY266440126608503551
LIBRARY PURCHASES499731499731
COST OF GOODS SOLD42908042904535
MEMBERSHIP EXPENSES3435011594171743599725

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total998868Total
Program Services840610ProgramServices
Management And General129350ManagementAndGeneral
Fundraising28908Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total69814230Total
Program Services58581275ProgramServices
Management And General9259720ManagementAndGeneral
Fundraising1973235Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY26142BOY
EOY28060EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY7642702BOY
EOY7358107EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2435650BOY
EOY7976430EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5628028BOY
EOY5550815EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY125615BOY
EOY121945EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY359480BOY
EOY262386EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis126866630LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec44769068LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY82576384BOY
EOY82097562EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY47582045BOY
EOY51263961EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY54965466BOY
EOY59218714EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY900558BOY
EOY1175146EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY202242070BOY
EOY215053126EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3156626BOY
EOY1928841EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY33147406BOY
EOY31507220EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY2500000BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY8213965BOY
EOY7995853EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY47017997BOY
EOY41431914EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY41742484BOY
EOY45073177EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY94839571BOY
EOY103986523EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY18642018BOY
EOY24561512EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY155224073BOY
EOY173621212EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY202242070BOY
EOY215053126EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance90271905BeginningOfYearBalance
Investment Earnings Or Losses12202423InvestmentEarningsOrLosses
Grants Or Scholarships1806599GrantsOrScholarships
End Of Year Balance100667729EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance123449694BeginningOfYearBalance
Investment Earnings Or Losses-31411379InvestmentEarningsOrLosses
Grants Or Scholarships1766410GrantsOrScholarships
End Of Year Balance90271905EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.17840PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.82160TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgstrueEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RtrueAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis2496355OtherCostOrOtherBasis
Book Value2496355BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis107852628OtherCostOrOtherBasis
Depreciation31722809Depreciation
Book Value76129819BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis14700342OtherCostOrOtherBasis
Depreciation13046259Depreciation
Book Value1654083BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1817305OtherCostOrOtherBasis
Book Value1817305BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings82097562TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionALTERNATIVE INVESTMENTSDescription
Book Value59218714BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities59218714TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
DEPOSITS$611,911
AMOUNTS HELD FOR OTHERS$463,639
INSURANCE RESERVE$530,000
ANNUITIES PAYABLE$2,245,548
ADVANCES FOR STUDENT LOANS$4,144,755
FieldValueIRS element (for citing)
Total Of Amounts7995853TotalOfAmounts
Total Revenue76374594TotalRevenue
Total Expenses69814230TotalExpenses
Excess Or Deficit For Year6560364ExcessOrDeficitForYear
Net Unrealized GL On Investments12106278NetUnrealizedGLOnInvestments
Other-$269,502OtherAmount
Total Adjustments11836776TotalAdjustments
Excess Or Deficit Per FS18397140ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt79756481TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments12106278NetUnrealizedGainsInvestments
Other Revenues12180353OtherRevenues
Revenue Not Rptd F99024286631RevenueNotRptdF990
Revenue Subtotal55469850RevenueSubtotal
Investment Expenses Not Included249153InvestmentExpensesNotIncluded
Other Revenues Not Included20655591OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt20904744RevenueNotRptdOnFinStmt
Total Revenue Per Form99076374594TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt49178988TotExpensesEtcAuditedFinclStmt
Other Expenses Included269502OtherExpensesIncluded
Expenses Not Rptd F990269502ExpensesNotRptdF990
Expenses Subtotal48909486ExpensesSubtotal
Investment Expenses Not Included2249153InvestmentExpensesNotIncluded2
Other Expenses Not Included20655591OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt20904744ExpensesNotRptdOnFinStmt
Total Expenses Per Form99069814230TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
INTENDED USES OF ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4EARLHAM'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL PROGRAMS OF THE COLLEGE. IN ADDITION TO THE $100,667,729 IN ENDOWED FUNDS REPORTED HERE, A RELATED PARTY, EARLHAM FOUNDATION, HOLDS $175,917,882 IN ENDOWED FUNDS FOR THE BENEFIT OF EARLHAM COLLEGE. THE CONSOLIDATED ENDOWMENT BALANCE IS $276,585,611.
FIN 48 DISCLOSURESCHEDULE D, PART XDURING 2010, EARLHAM ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH WAS SUBSEQUENTLY INCORPORATED INTO THE FASB ACCOUNTING CODIFICATION (ASC) TOPIC 740. THE IMPLEMENTATION HAD NO SIGNIFICANT IMPACT ON EARLHAM'S FINANCIAL STATEMENTS.
OTHER REVENUE & EXPENSESSCHEDULE D, PART XI, PART XII & PART XIIIPART XI, LINE 8: BAD DEBTS BOOK TO TAX ADJUSTMENT $ (269,502) PART XII, LINE 2D: EARLHAM FOUNDATION INCOME & EXPENSES $12,180,353 PART XIII, LINE 2D: BAD DEBTS BOOK TO TAX ADJUSTMENT $269,502 PART XII & PART XIII, LINE 4B: SCHOLARSHIPS $20,622,591

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnEARLHAM DOES NOT ACTIVELY SOLICIT STUDENTS VIA NEWSPAPER OR BROADCAST MEDIA. IN ITS CATALOG AND OTHER GENERAL WRITTEN COMMUNICATION AVAILABLE TO THE GENERAL PUBLIC, IT PUBLICIZES ITS RACIALLY NON-DISCRIMINATORY POLICY. BEING A QUAKER INSTITUTION, EARLHAM COLLEGE HAS HAD A LONG HISTORY OF NONDISCRIMINATION. THIS FACT IS WELL KNOWN IN THE GENERAL COMMUNITY IT SERVES.PubViaBroadcastMediaExpln
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Govt Financial Aid ExplanationEARLHAM PARTICIPATES IN THE FEDERAL TITLE IV FINANCIAL AID PROGRAM FOR ITS STUDENTS.GovtFinancialAidExplanation
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
East Asia and the Pacific00Program ServicesSTUDY ABROAD PROGRAM349815
Europe (Including Iceland and Greenland)00Program ServicesSTUDY ABROAD PROGRAM1114417
Middle East and North Africa00Program ServicesSTUDY ABROAD PROGRAM53444
North America12Program ServicesSTUDY ABROAD PROGRAM231347
South America00Program ServicesSTUDY ABROAD PROGRAM60405
South Asia00Program ServicesSTUDY ABROAD PROGRAM78513
Sub-Saharan Africa00Program ServicesSTUDY ABROAD PROGRAM217570
FieldValueIRS element (for citing)
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees2TotalNumberOfEmployees
Total Amount Spent2105511TotalAmountSpent

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTISDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE F, LINE 2ReturnReference
ExplanationEARLHAM LEADS MANY STUDY ABROAD PROGRAMS FOR ITS STUDENTS EACH YEAR. THESE PROGRAMS RANGE IN DURATION FROM 2 WEEKS TO 6 MONTHS LONG. WE TRACK ALL DIRECT EXPENSES FOR THESE PROGRAMS SEPARATELY. THE EXPENDITURES REFLECTED ON LINE 3 INCLUDE TRAVEL, MEALS, LODGING, CULTURAL EVENTS, AND SALARIES FOR FULL-TIME EARLHAM PROFESSORS WHO LEAD THE PROGRAMS. IN ADDITION, EARLHAM OWNS A HOUSE IN MEXICO TO LODGE OUR STUDENTS WHO ARE STUDYING THERE. THE EXPENDITURES FOR MAINTAINING THIS HOUSE WERE $19,911 FOR THE YEAR AND ARE INCLUDED ON LINE 3.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualGrenzebach Glier AssociateNameOfIndividual
ActivityCampaign ConsultantsActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Gross Receipts12678007GrossReceipts
Amount Retained By Contractor32808AmountRetainedByContractor
Net To Organization12678007NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts12678007TotalGrossReceipts
Total Retained By Contractors32808TotalRetainedByContractors
Total Net To Organization12678007TotalNetToOrganization

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPS AND FINANCIAL AID AWARDSTypeOfGrant
Number Of Recipients849NumberOfRecipients
Amount Of Cash Grant20792273AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchedule I - Grants PaidIdentifier
Return ReferenceProcedures for Monitoring Grants or AssistanceReturnReference
ExplanationTHE ONLY GRANTS OR ASSISTANCE AWARDED ARE SCHOLARSHIPS AND FINANCIAL AID AWARDS. THESE FUNDS ARE DISBURSED BY THE COLLEGE'S FINANCIAL AID DEPARTMENT IN STRICT ADHERENCE TO ALL FEDERAL AND STATE REGULATIONS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Personal ServicesXPersonalServices
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DOUGLAS C BENNETT
2572080004360657480410740364466000
GREGORY MAHLER
1631980000087300243480196276000
RICHARD SMITH
15430500000167900228050193900000
JAMES MCKEY
15992600024640163000105140189204000
JAY MARSHALL
13223500000135060100330155774000
JEFFREY RICKEY
12498700000131000272170165304000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierOTHER BENEFITSIdentifier
Return ReferenceSchedule J, Part I, Line 1AReturnReference
ExplanationEARLHAM COLLEGE PROVIDES A RESIDENCE WITH HOUSEKEEPING SERVICES FOR PERSONAL USE TO DOUGLAS C. BENNETT, THE COLLEGE'S PRESIDENT. THE RESIDENCE IS NOT INCLUDED IN TAXABLE COMPENSATION. THE RESIDENCE IS FURNISHED FOR THE CONVENIENCE OF EARLHAM COLLEGE, THE PRESIDENT WAS REQUIRED TO LIVE IN THE RESIDENCE AS A CONDITION OF HIS EMPLOYMENT, AND HIS RESIDENCE IS CONTIGUOUS TO EARLHAM'S CAMPUS.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
INDIANA EDUCATIONAL FACILITIES AUTHORITY
521698917455048Y772004-08-069036370FINANCE REFUNDING OF BONDSfalsefalse
INDIANA EDUCATIONAL FACILITIES AUTHORITY
5216989174550482A52004-08-068025000CONSTRUCTION/RENOVATION/EXPANSfalsefalse
INDIANA HEALTH & EDUCATIONAL FACILITIES AUTHORITY
351611409454795CTO2007-06-2815661682CONSTRUCTION/RENOVATION/EXPANSfalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsAmount DefeasedAmountDefeasedAmount UnspentAmountUnspentIssuance Costs From ProceedsIssuanceCostsFromProceedsWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
93132263840596127596801501773652471482007truefalsetruetrue
81150437164044360680473222006falsefalsetruetrue
161377062448000247578148607132935212010falsetruefalsetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers
falsefalsefalsefalsefalse0.029600.02960true
falsefalsefalsefalsefalse0.029600.02960true
falsefalsefalsefalsefalse0.02540true0.02540

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
falsefalsefalsefalsefalsefalse
falsetruefalsefalsefalsefalse
falsefalsefalsefalsefalsefalse

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions21NumberOfContributions
Noncash Contribs Rptd F990866053NoncashContribsRptdF990
Method Of Determining RevenuesSTOCK QUOTEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99085000NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received1NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY WHO SELLS NONCASH CONTRIBUTIONSIdentifier
Return ReferenceSCHEDULE M, LINE 32AReturnReference
ExplanationEARLHAM COLLEGE USES MERRILL LYNCH AS ITS STOCK BROKER TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NONCASH CONTRIBUTIONS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Members/stockholdersForm 990, Part VI, Line 7aINDIANA YEARLY MEETING OF FRIENDS AND WESTERN YEARLY MEETING OF FRIENDS EACH APPOINT SIX TRUSTEES TO THE EARLHAM BOARD. THE EARLHAM ALUMNI ASSOCIATION ELECTS FOUR TRUSTEES. SEVEN TRUSTEES ARE NOMINATED BY THE EARLHAM BOARD OF TRUSTEES AND APPROVED BY INDIANA AND WESTERN YEARLY MEETINGS. THE PRESIDENT SERVES EX OFFICIO.
Process to review Form 990Form 990, Part VI, Line 11AA COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE FULL GOVERNING BODY PRIOR TO ITS FILING. IN ADDITION, MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD REVIEWED THE DRAFT FORM 990 IN DETAIL WITH A PARTNER OF OUR CPA FIRM PRIOR TO ITS FILING.
Monitoring & enforcement of compliance with conflict of interest policyForm 990, Part VI, Line 12cEARLHAM'S CONFLICT OF INTEREST POLICY REQUIRES THAT OFFICERS, TRUSTEES, AND KEY EMPLOYEES DISCLOSE ANY SITUATIONS THAT MAY RESULT IN A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST. QUESTIONNAIRES MUST BE COMPLETED ANNUALLY BUT UPDATED SOONER IF A PERSON'S SITUATION CHANGES. DISCLOSURES ARE SUMMARIZED AND REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. IF A TRUSTEE HAS A CONFLICT, THEY WILL NOT PARTICIPATE IN THE DECISION-MAKING PROCESS.
Process to determine CEO, officer, & key employee compensationForm 990, Part VI, Lines 15a & 15bTHE PRESIDENT'S COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY A COMMITTEE CONSISTING OF THE CURRENT AND IMMEDIATE PAST CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE CONSIDERS COMPENSATION DATA FROM OTHER SCHOOLS WHILE UNDERTAKING THEIR REVIEW. THE PRESIDENT REVIEWS AND DETERMINES ANNUALLY THE COMPENSATION OF VICE PRESIDENTS AND DEANS, TAKING INTO CONSIDERATION THE APPROVED BUDGET FOR COMPENSATION INCREASES, IF ANY.
Availability of organization's governing docs, COI, & financial statementsForm 990, Part VI, Line 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
PROCEEDS IN REFUNDING OR DEFEASANCE ESCROWSSCHEDULE K, PART II, LINE 3THE AMOUNT REPORTED ON PART II, LINE 3 IS THE AMOUNT DEPOSITED IN THE ESCROW FUND PLUS THE EARNINGS THROUGH THE REFUNDING DATE. THE BALANCE AT THE END OF THE 12 MONTH REPORTING PERIOD IS ZERO.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1EARLHAM FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1801 NATIONAL ROAD WESTAddressLine1
CityRICHMONDCity
StateINState
ZIP Code47374ZIPCode
FieldValueIRS element (for citing)
EIN356014491EIN
Primary ActivitiesSUPPORTPrimaryActivities
Legal Domicile StateINLegalDomicileState
Exempt Code Section501(C)(2)ExemptCodeSection
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
EARLHAM FOUNDATION
C13413914
EARLHAM FOUNDATION
N63375
EARLHAM FOUNDATION
Q3296065

Form990 Schedule R Part VI Form990ScheduleRPartVI (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsCode VCodeVAmountGeneral Or Managing PartnerGeneralOrManagingPartner
ADAGE CAPITAL PARTNERS LP
200 CLARENDON STREETBOSTONMA02116043574590INVESTMENTSDE27726361false$0false
ACADIAN INTERNATIONAL ALL-CAP FUND
200 CLARENDON STREETBOSTONMA02116201672312INVESTMENTSMD16874934false$0false
COMMONFUND CAP PRIVATE EQUITY PARTERS VI
15 OLD DANBURY ROADWILTONCT06897161720029INVESTMENTSDE11715274false-$27,056false