2011-12-22T12:17:48-06:00 2011-06-30 RSM McGladrey LLC PO Box 99 Elkhart IN 465150099 990 2010-07-01 356071917 ANCILLA DOMINI COLLEGE ANCI 5749368898 9601 UNION ROAD DONALDSON IN 46513 DR RONALD MAY 5749368898 2011-12-21 1 Charles J Christner 5742963780 2010 2016-02-24 21:20:13Z DR RONALD MAY 9601 UNION ROAD DONALDSON IN 46513 9827069 0 0928 X www.ancilla.edu X 1966 IN ANCILLA COLLEGE IS A LIBERAL ARTS INSTITUTION OF HIGHER EDUCATION. ANCILLA COLLEGE IS A LIBERAL ARTS INSTITUTION OF HIGHER LEARNING SPONSORED BY THE POOR HANDMAIDS OF JESUS CHRIST. THE COLLEGE'S RELIGIOUS TRADITION IS ROMAN CATHOLIC; ITS CLIMATE ECUMENICAL. IN A CARING ENVIRONMENT, ANCILLA SERVES A DIVERSE POPULATION, AS WE TRANSFORM AND EMPOWER STUDENTS TO ACHIEVE HIGH ACADEMIC GOALS, LIFELONG LEARNING, SUCCESSFUL CAREERS AND VALUES-CENTERED LIVES. 17 17 170 60 0 0 1590771 1463528 5026860 6689028 133779 163452 130903 126409 6882313 8442417 0 1363473 0 0 4367877 4249734 0 0 233589 2017430 2103252 6385307 7716459 497006 725958 11161150 12359885 560685 467772 10600465 11892113 X ANCILLA COLLEGE IS A LIBERAL ARTS INSTITUTION OF HIGHER EDUCATION.ANCILLA COLLEGE IS A LIBERAL ARTS INSTITUTION OF HIGHER LEARNING SPONSORED BY THE POOR HANDMAIDS OF JESUS CHRIST. THE COLLEGE'S RELIGIOUS TRADITION IS ROMAN CATHOLIC; ITS CLIMATE ECUMENICAL. IN A CARING ENVIRONMENT, ANCILLA SERVES A DIVERSE POPULATION, AS WE TRANSFORM AND EMPOWER STUDENTS TO ACHIEVE HIGH ACADEMIC GOALS, LIFELONG LEARNING, SUCCESSFUL CAREERS AND VALUES-CENTERED LIVES. 0 0 6674263 6785453 ALL ACTIVITIES RELATE TO THE EDUCATION OF APPROXIMATELY 600 STUDENTS TOWARDS TWO YEAR DEGREES OR TRANSFER TO OTHER COLLEGES OR UNIVERSITIES. 6674263 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 637 0 170 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X RAYMOND J GIRRES 5749368898 9601 S UNION ROAD DONALDSON IN 46513 LARRY FAULSTICH 1.00 X 0 0 0 JOHN CHANDLER 1.00 X 0 0 0 SR KATHLEEN QUINN 1.00 X 0 0 0 WILLIAM ERWIN 1.00 X 0 0 0 VIGINIA GIBSON 1.00 X 0 0 0 SR MARY JOSEF SHINGLER 1.00 X 0 0 0 RANDY DANIELSON 1.00 X 0 0 0 FRANCIS ELLERT 1.00 X 0 0 0 SR AGATHA NIEBRUGGE 1.00 X 0 0 0 SR ANNEMARIE KAMPWERTH 1.00 X 0 0 0 SUZANNE LIGHT 1.00 X 0 0 0 JESSICA OLIVER 1.00 X 0 0 0 TOM TEGHTMEYER 1.00 X 0 0 0 CHARLES WEAVER 1.00 X 0 0 0 SR NORA HAHN 1.00 X 0 0 0 SR MARLENE ANN LAMA 1.00 X 0 0 0 SR MARGARET ANN HENSS 1.00 X 0 0 0 DR RON MAY 50.00 X 157142 0 20854 MICHAEL J BROWN 50.00 X 95510 0 14787 TODD A ZELTWANGER 50.00 X 94552 0 16441 JOANNA F BLOUNT 50.00 X 90592 0 14414 252652 0 35641 1 0 1 0 0 81955 1381573 1463528 STUDENT TUITION & FEES 611600 6473228 6473228 SCILL 611600 142797 142797 MISCELLANEOUS INCOME 611600 73003 73003 6689028 86358 86358 1155904 1072174 6636 83730 -6636 77094 -6636 83730 55383 32035 23348 23348 376868 273807 103061 103061 8442417 6785453 0 193436 1363473 1363473 539599 114528 306410 118661 2878706 2701395 134539 42772 170336 157951 9417 2968 447886 413064 26653 8169 213207 199892 10164 3151 41931 41931 39746 39746 193882 168616 23352 1914 104591 99781 4810 283452 239920 11609 31923 61704 59169 2535 303653 292853 7200 3600 185307 175418 6152 3737 89622 37846 48255 3521 3110 3110 423983 416429 3652 3902 56791 38340 18451 ALL OTHER EXPENSES 115956 102081 7154 6721 BAD DEBT EXPENSE 108540 108540 EQUIPMENT AND REPAIRS 73444 72857 572 15 TUTORING PROGRAM 17540 17540 7716459 6674263 808607 233589 4066 3377 2003842 2871076 507557 512279 199176 103045 76746 76116 52628 59540 7540509 2780878 5068641 4759631 3063472 3668111 185022 306710 11161150 12359885 432257 374602 128428 93170 560685 467772 X 6502884 7637298 3118213 3261702 979368 993113 10600465 11892113 11161150 12359885 X 725958 565690 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2090140 16502 476948 97866 2485724 1778653 39350 278271 6134 2090140 2198048 6250 -336144 -89501 1778653 0.48490 0.39950 0.11560 1 0 5930877 1564782 4366095 1106177 817616 288561 503455 398480 104975 4759631 8442417 7716459 725958 565690 565690 1291648 7918441 565690 565690 7352751 1089666 1089666 8442417 6626793 0 6626793 1089666 1089666 7716459 Description of Intended Use of Endowment Funds: Part V, Line 4: RESTRICTIONS RELATE TO FUNDS GIVEN TO THE COLLEGE FOR SPECIFIC PURPOSES, SUCH AS CAPITAL ACQUISITIONS, EDUCATIONAL SUPPORT, LOANS, AND SCHOLARSHIPS TO STUDENTS FROM GOVERNMENT AND PRIVATE SOURCES. Description of Uncertain Tax Positions Under FIN 48: Part X: The College has received a determination letter from the Internal Revenue Service indicating it is a tax exempt organization as provided in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes on income related to its exempt purpose. The College follows the accounting guidance for uncertainty in income taxes. The standard clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. The guidance also addresses derecognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management believes the College has no material uncertainties in income taxes. The College files forms 990 in the U.S. federal jurisdiction and the state of Indiana. With few exceptions, the College is no longer subject to examination by the Internal Revenue Service or state of Indiana for years before 2007. PART XII, LINE 4B. BOOKSTORE COST OF GOODS SOLD IS RECORDED AS AN EXPENSE IN THE AUDITED FINANCIAL STATEMENTS, BUT IS TREATED AS A REDUCTION OF REVENUE FOR THE 990. STUDENT SCHOLARSHIPS AND GRANTS ARE RECORDED AS A REDUCTION OF REVENUE IN THE AUDITED FINANCIAL STATEMENTS, BUT ARE TREATED AS AN EXPENSE FOR THE 990. PART XIII, LINE 4B. BOOKSTORE COST OF GOODS SOLD IS RECORDED AS AN EXPENSE IN THE AUDITED FINANCIAL STATEMENTS, BUT IS TREATED AS A REDUCTION OF REVENUE FOR THE 990. STUDENT SCHOLARSHIPS AND GRANTS ARE RECORDED AS A REDUCTION OF REVENUE IN THE AUDITED FINANCIAL STATEMENTS, BUT ARE TREATED AS AN EXPENSE FOR THE 990. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 RADIO AND NEWSPAPER ADVERTISING, AND THROUGH CATALOG AND ADMISSIONS MATERIALS. Explanation of Government Financial Assistance Schedule E, Part I, Line 6 THE GOVERNMENT ASSISTANCE CONSISTS OF MONIES FROM THE DEPARTMENT OF EDUCATION RELATING TO PELL GRANTS, SEOG GRANTS AND FEDERAL WORK STUDY FOR STUDENTS ATTENDING ANCILLA DOMINI COLLEGE. GOLF OUTING 40598 0 40598 19677 TRI-ANCILLA 14785 0 14785 12358 55383 55383 32035 32035 23348 1 SCHOLARSHIPS AND GRANTS FOR STUDENTS ATTENDING ANCILLA DOMINI COLLEGE. 548 1363473 FAIR MARKET VALUE Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: STUDENT ELIGIBILITY DATA WAS MATCHED AGAINST SCHOLARSHIP AND GRANT AWARD CRITERIA PRIOR TO AWARDING OF FUNDS. X X 1 1 X X 0 0 0 0 0 0 0 0 0 DR RON MAY 136350 0 0 0 20792 0 0 0 20854 0 177996 0 0 0 Form 990, Part VI, Section A, line 2 TRUSTEES SR. NORA HAHN, SR. ANNEMARIE KAMPWERTH, SR. MARLENE ANN LAMA, SR. AGATHA NIEBRUGGE, SR. KATHLEEN QUINN, SR. MARGARET ANN HENSS AND SR. MARY JOSEF SHINGLER ARE ALL MEMBERS OF THE POOR HANDMAIDS OF JESUS CHRIST, THE SPONSORING ORGANIZATION OF THE COLLEGE. Form 990, Part VI, Section A, line 7a THE BOARD OF TRUSTEES SHALL CONSIST OF TWO CLASSES OF VOTING TRUSTEES, CLASS A AND CLASS B, WHICH TOGETHER SHALL EQUAL THE TOTAL NUMBER OF TRUSTEES. ONE THIRD OF THE TOTAL NUMBER OF TRUSTEES, CLASS A AND CLASS B TOGETHER, SHALL BE SISTERS OF THE POOR HANDMAIDS OF JESUS CHRIST. Form 990, Part VI, Section A, line 7b CLASS B TRUSTEES SHALL BE, EX-OFFICIO: A) THE PROVINCIAL OF THE CONGREGATION OF THE POOR HANDMAIDS OF JESUS CHRIST; B) THE PROVINCIAL COUNCIL/COLLEGE LIAISON; AND C) ONE OTHER MEMBER OF THE CONGREGATION, APPOINTED BY THE PROVINCIAL OF THE CONGREGATION. THE SECRETARY OF THE CONGREGATION SHALL CERTIFY TO THE SECRETARY OF THE CORPORATION THE NAMES AND TERMS OF THE PERSONS WHO WILL SERVE AS CLASS B TRUSTEES. ALL ACTIONS VALIDLY TAKEN BY THE BOARD SHALL BIND THE CORPORATION, EXCEPT THAT NO ACTION IN THE FOLLOWING MATTERS SHALL BE VALID OR BINDING ON THE CORPORATION UNLESS APPROVED BY A MAJORITY OF THE CLASS B TRUSTEES: 1. DETERMINATION OF THE MISSION, PHILOSOPHY AND IDENTITY OF THE COLLEGE. 2. AMENDMENT OF THE ARTICLES AND BYLAWS. 3. ACQUISITION, SALE, ENCUMBRANCE, LEASING OF REAL PROPERTY. 4. INCURRENCE OF DEBT EXCEEDING 20% OF THE BOOK VALUE OF ASSETS. 5. FUNDAMENTAL CORPORATE CHANGE INCLUDING MERGER, CONSOLIDATION AND DISSOLUTION. 6. DISTRIBUTION OF ASSETS UPON THE DE FACTO OR DE JURE DISSOLUTION. 7. APPOINTMENT OF A PERSON IN THE OFFICE OF MISSION EFFECTIVENESS, WHICH OFFICE SHALL BE PART OF THE PRESIDENT'S CABINET. Form 990, Part VI, Section B, line 11 A DRAFT OF THE 990 WAS PROVIDED TO COLLEGE ADMINISTRATION FOR EMAIL DISTRIBUTION TO ALL BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST POLICY IS MONITORED VIA DISCLOSURE FORMS WHICH ARE COMPLETED BY ALL VOTING TRUSTEES BEFORE COMPLETION OF THE 990. REAL OR POTENTIAL CONFLICTS OF INTEREST, IF ANY, ARE REVIEWED BY THE BOARD OF TRUSTEES TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. NO REAL OR POTENTIAL CONFLICTS WERE REPORTED IN THE CURRENT FILING YEAR. Form 990, Part VI, Section B, line 15a THE COMPENSATION PACKAGE FOR THE CEO WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, AND THE PROCESS, WHICH INCLUDED A REVIEW OF COMPARABLE DATA FROM OTHER AREA COLLEGES, WAS SUBSTANTIATED THROUGH THE SIGNED CONTRACT. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION IN THE ANCILLA COLLEGE BUSINESS OFFICE. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 565,690.