2011-04-08T07:59:56-05:00 2010-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2009-07-01 340714687 MOUNT UNION COLLEGE MOUN 3308236564 1972 CLARK AVE ALLIANCE OH 44601 PATRICK D HEDDLESTON 3308236564 2011-04-06 true 2604604000 2009 2016-02-24 21:20:13Z PATRICK D HEDDLESTON 1972 CLARK AVE ALLIANCE OH 44601 141757698 false X www.mountunion.edu X 1846 OH WITH 55 MAJORS AND 58 MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, MOUNT UNION COLLEGE OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION. 37 37 1859 183 63247 8656 4673535 4174783 59884124 62808094 -2370850 2877463 207806 256082 62394615 70116422 19641692 20964064 0 0 25909064 28041877 0 0 1567990 22030746 20943148 67581502 69949089 -5186887 167333 237844347 243607396 41881120 40226390 195963227 203381006 MOUNT UNION COLLEGE OFFERS A LIBERAL ARTS EDUCATION GROUNDED IN THE JUDEO-CHRISTIAN TRADITION. THE COLLEGE AFFIRMS THE IMPORTANCE OF REASON, OPEN INQUIRY, LIVING FAITH AND INDIVIDUAL WORTH. MOUNT UNION'S MISSION IS TO PREPARE STUDENTS FOR MEANINGFUL WORK, FULFILLING LIVES AND RESPONSIBLE CITIZENSHIP. WITH 55 MAJORS AND 58 MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, MOUNT UNION COLLEGE OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION. false false 50546641 20964064 50213091 THE LARGEST PROGRAM SERVICE IS UNDERGRADUATE EDUCATION. BACHELOR'S DEGREES IN ARTS, MUSIC, MUSIC EDUCATION AND SCIENCE ARE OFFERED. THERE ARE 55 MAJORS INCLUDING BUSINESS ADMINISTRATION, EDUCATION AND SPORTS BUSINESS. THE TOTAL UNDERGRADUATE ENROLLMENT FOR FALL 2009 WAS 2193 STUDENTS 11085360 12460473 AUXILIARY SERVICES IS ONE OF THE LARGEST PROGRAM SERVICES WHICH INCLUDES HOUSING STUDENTS AND PROVIDING CONTRACTED FOOD SERVICES. MOUNT UNION ALSO OWNS AND OPERATES A BOOKSTORE WHICH PROVIDES BOOKS AND APPAREL FOR STUDENTS. 1971004 288140 ATHLETICS IS A PROGRAM SERVICE OFFERED TO STUDENTS, THROUGH COMPETITIVE SPORTS UNDER NCAA DIVISION III. 710 TOTAL STUDENTS PARTICIPATED IN ATHLETICS IN 2009. THE HIGHEST AREA OF PARTICIPATION WAS THE FOOTBALL PROGRAM WITH A TOTAL OF 243 PARTICIPANTS. 63603005 true true false false false false false false true true true false true false false false false false false true false false true true true false false false false false true false false false false true false false false false false false false false true 153 0 true 1859 true true true false false false false false false false 37 37 false false false false false false false true true false false true true true true true true true true false AK AZ MA NH OH WA X PATRICK D HEDDLESTON 3308236572 1972 CLARK AVE ALLIANCE OH 44601 AARON SWARTZ 1.0 X 0 0 0 BRIAN L STAFFORD 1.0 X 0 0 0 CHARLES GROVE 1.0 X 0 0 0 DANIEL GRIFFITH 1.0 X 0 0 0 DANIEL KELLER 1.0 X 0 0 0 E KARL SCHNEIDER 1.0 X 0 0 0 EDWARD KOLESAR 1.0 X 0 0 0 FRED HAUPT 1.0 X 0 0 0 GARY ADAMS 1.0 X 0 0 0 GARY JOHNSTON 1.0 X 0 0 0 GERARD MASTROIANNI 1.0 X 0 0 0 GINGER BROWN 1.0 X 0 0 0 JACQUELYNE BAILEY 1.0 X 0 0 0 JAMES GRIFFITH 1.0 X 0 0 0 JOHN PETERS 1.0 X 0 0 0 KENNETH CHALKER 1.0 X 0 0 0 LARRY SHINN 1.0 X 0 0 0 LEE ANN THORN 1.0 X 0 0 0 MARCUS SMITH 1.0 X 0 0 0 MARTY ADAMS 1.0 X 0 0 0 MICHAEL MUFFET 1.0 X 0 0 0 NANCY PICKTON 1.0 X 0 0 0 P ROGER CLAY 1.0 X 0 0 0 RANDALL HUNT 1.0 X 0 0 0 ROBERT DEHOFF 1.0 X 0 0 0 ROBERT MAHONEY 1.0 X 0 0 0 SCOTT GINDLESBERGER 1.0 X 0 0 0 SEAN SWEENEY 1.0 X 0 0 0 STEVEN BARR 1.0 X 0 0 0 SYLVESTER GREEN 1.0 X 0 0 0 THOMAS PETZINGER 1.0 X 0 0 0 VANITA OELSCHLAGER 1.0 X 0 0 0 WILLIAM KROCHTA 1.0 X 0 0 0 WILLIAM MANNING 1.0 X 0 0 0 ALLEN GREEN 1.0 X 0 0 0 RICHARD GIESE 50.0 X 280567 0 105342 PATRICK HEDDLESTON 50.0 X 160969 0 36646 PATRICIA DRAVES 50.0 X 153099 0 24464 JOHN FRAZIER 50.0 X 110490 0 23953 GREG KING 50.0 X 135074 0 16538 AMY TOMKO 50.0 X 132204 0 19342 LARRY KEHRES 40.0 X 170415 0 50756 HARRY PAIDAS 40.0 X 104588 0 14034 1247406 0 291075 10 false true false GREEN BROTHERS 74 E GRANT ST ALLIANCE OH 44601 PAINTING 138192 WESTLAKE REED LESKOSKY 925 EUCLID AVE 1900 CLEVELAND OH 44115 ARCHITECT 313400 GRIFFITH CARPENTRY 5176 LUX ROAD MINERVA OH 44657 CARPENTRY SERVICES 125209 3 260122 3914661 339036 4174783 STUDENT TUITION 611710 50152552 50152552 DORMITORIES 611710 5575555 5575555 FOOD SERVICE 611710 5402831 5402831 BOOK STORE SALES 451211 1388574 1336552 52022 FACILITY INCOME 611710 80698 80698 207884 207884 62808094 2320824 2320824 0 18417 18417 72188958 71632319 556639 556639 556639 0 29765 8957 20808 20808 0 OTHER INCOME 541800 216857 205632 11225 216857 70116422 62961704 63247 2916688 0 20964064 20964064 0 0 1311293 618314 368843 324136 0 20402494 17940554 1810004 651936 1742475 1393253 285378 63844 3153358 2502008 612352 38998 1432257 1176726 205069 50462 0 228324 12884 215440 93390 93390 0 0 0 3066325 2919768 137946 8611 371690 318722 7125 45843 3463102 2946442 314080 202580 1294860 1197128 97732 0 3700681 3563243 137438 1021593 847737 93801 80055 0 439925 234083 150195 55647 1295930 1295930 0 3934453 3922793 11660 379986 379986 EQUIPMENT 1053117 1048227 4740 150 CATERING 253030 163676 49885 39469 COLLECTION 67899 67899 HOME GAME EXPENSE 65675 65675 MISCELLANEOUS 213168 91792 115117 6259 69949089 63603005 4778094 1567990 2821 4351 21772548 16663227 5793171 5391864 818795 962838 38397 38397 3589505 3662117 309583 245984 180149791 57561360 109399864 122588431 78278684 75469590 17840979 18580597 237844347 243607396 7659527 6104747 2955924 2980583 27085000 20550000 0 6591857 4180669 3999203 41881120 40226390 X 79032014 83118262 60070500 61660370 56860713 58602374 195963227 203381006 237844347 243607396 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101627046 945625 9900152 1504456 3499240 107469127 124279144 909778 -17043772 2111495 4406609 101627046 1.00000 false false 14864670 14864670 141931981 39682171 102249810 19324230 17878190 1445040 4028911 0 4028911 122588431 BONDS PAYABLE DISCOUNT 268956 OTHER ASSETS- DEPOSITS 6283 BENEFICIAL INTEREST IN TRUSTS 10113467 ANNUITY & LIFE INCOME FUNDS 8191891 18580597 0 DEPOSIT AND OTHER 1088811 ANNUITY OBLIGATIONS 2575938 UNAMORTIZED PREMIUM 334454 3999203 70116422 69949089 167333 6150522 1099924 7250446 7417779 56411761 6150522 8957 6159479 50252282 19864140 19864140 70116422 48993982 8957 8957 48985025 20964064 20964064 69949089 PART V, LINE 4 DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ENDOWMENT FUNDS ARE HELD FOR THE PURPOSES OF PROVIDING SCHOLARSHIPS, PROFESSORSHIPS, FACILITIES, AWARDS AND ACADEMIC PROGRAMS. OTHER USES FOR ENDOWMENT FUNDS INCLUDE FACULTY DEVELOPMENT, MAINTENANCE OF FACILITIES AND EQUIPMENT, AND LECTURES. FIN 48 FOOTNOTE THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE ADDRESSING THE ADOPTION OF FIN 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. SCHEDULE D RECONCILIATION OF REVENUE AND EXPENSES PART XII, LINE 2D RECLASS $8,957 OF GAMING EXPENSES FROM THE STATEMENT OF FUNCTIONAL EXPENSES TO THE STATEMENT OF REVENUE. PART XII, LINE 4B RECLASS $20,964,064 OF FINANCIAL AID AND -$1,099,924 FROM THE CHANGE IN SPLIT-INTEREST AGREEMENTS FROM THE STATEMENT OF REVENUE TO THE STATEMENT OF FUNCTIONAL EXPENSES. PART XIII, LINE 2D RECLASS $8,957 OF GAMING EXPENSES FROM THE STATEMENT OF FUNCTIONAL EXPENSES TO THE STATEMENT OF REVENUE. PART XIII, LINE 4B RECLASS $20,964,064 OF FINANCIAL AID FROM THE STATEMENT OF REVENUE TO THE STATEMENT OF FUNCTIONAL EXPENSES. true true true THE POLICY REQUIREMENT IS MET BY INCLUDING A STATEMENT IN ALL BROCHURES AND CATALOGUES DEALING WITH STUDENT PROGRAMS AND SCHOLARSHIPS. A NONDISCRIMINATORY STATEMENT IS ALSO AVAILABLE ON THE WEBSITE. true true true true false false false false false false false false true false MOUNT UNION COLLEGE RECEIVES FEDERAL PELL GRANTS, SEOG, CWSP, SMART GRANTS, ACADEMIC COMPETITIVENESS GRANTS AND FEDERAL PERKINS LOANS FROM THE DEPARTMENT OF EDUCATION. true 29765 3050 5682 225 29765 3050 5682 225 8957 20808 OH false THIS WAS A REVERSE RAFFLE / SILENT AUCTION EVENT. UNDER OHIO LAW, RAFFLES ARE EXPRESSLY EXCLUDED FROM HAVING TO HAVE A GAMING PERMIT. false false false 1.00000 ANNE GRAFFICE 1972 CLARK AVE ALLIANCE OH 44601 false false true SCHOLARSHIPS & FINANCIAL AID 2057 20964064 Procedures For Monitoring The Use Of Grant Funds To U.S. After a student has been accepted to Mount Union College, they must file the FAFSA. Mount Union considers academic scholarships, outside scholarships, federal grants and state eligibility in that respective order. If the student needs further assistance, the college offers federal loans, college grants and employment opportunities. Financial aid based on need is awarded on FAFSA calculations and the resulting financial need that is to be met. Academic scholarships are awarded based on high school GPA, class rank and standard test scores. Need-based grants can be allocated to returning students based on previous years as long as financial need is still present. Academic scholarships continue based on the student's cumulative GPA at the end of the year. X X X true true X X X X X X false true false false false false false false false RICHARD GIESE 270000 0 0 0 10567 0 74500 0 30842 0 385909 0 0 0 PATRICK HEDDLESTON 160969 0 0 0 0 0 16837 0 19809 0 197615 0 0 0 PATRICIA DRAVES 153099 0 0 0 0 0 16090 0 8374 0 177563 0 0 0 GREG KING 133356 0 0 0 1718 0 13631 0 2907 0 151612 0 0 0 AMY TOMKO 132204 0 0 0 0 0 13500 0 5842 0 151546 0 0 0 LARRY KEHRES 143935 0 26000 0 480 0 42382 0 8374 0 221171 0 0 0 COMPENSATION INFORMATION PART 1 QUESTION 1A THE PRESIDENT AND THE VP OF ADVANCEMENT HAVE COUNTRY CLUB DUES PAID BY THE COLLEGE FOR BUSINESS ENTERTAINMENT PURPOSES. THE DUES ARE TAXABLE FOR PERSONAL USE. USAGE IS DOCUMENTED TO DETERMINE THE PERSONAL VERSUS BUSINESS USE. THE PRESIDENT IS REIMBURSED FOR HIS WIFE'S TRAVEL FOR BUSINESS PURPOSES ONLY. HOUSING FOR THE PRESIDENT IS PROVIDED BY THE COLLEGE AND REQUIRED BY CONTRACT. THE RESIDENCE IS CONTIGUOUS TO THE CAMPUS, THE PRESIDENT IS REQUIRED TO LIVE THERE AND IS REQUIRED TO CONDUCT COLLEGE-RELATED BUSINESS PER HIS CONTRACT. PART 1 QUESTION 4 THE PRESIDENT HAS A 457(F) DEFERRED COMPENSATION PLAN. $50,000 WAS ACCRUED TO THE PLAN FOR FISCAL YEAR ENDED 6/30/10. STATE OF OHIO HIGHER EDUCATION FACILITY 346849674 67756BSH4 2006-07-26 16408159 PROPERTY false false 17145835 236713 16909122 2008 false false true true false false false false true true false false false false false false RICHARD F GIESE SUPPLEMENTAL BENEFIT X 38397 38397 false true true 38397 X 35 339036 FMV ON DATE OF GIFT false true true SCHEDULE M QUESTION 32B THE COLLEGE USES STIFEL NICOLAUS TO LIQUIDATE GIFTS OF STOCK. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, QUESTION 11B REVIEW IS CONDUCTED BY FINANCE COMMITTEE, AUDIT COMMITTEE AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DURING A MEETING BEFORE THE 990 IS FILED. AFTER THIS REVIEW, A COPY OF THE FORM IS PROVIDED TO ALL BOARD MEMBERS AND THEN SUBMITTED TO THE IRS. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, QUESTION 12C Compliance with the College policy on conflict of interest is conducted by the Audit Committee. Every trustee is required to fill out a conflict of interest questionnaire annually. Trustees are required to disclose actual or potential conflict of interest in any transaction for the College that involves themselves or members of their immediate families. A summary of all the answers from the questionnaire is sent to members of the Audit Committee for review and any relationships are assessed to ensure they are in compliance with the policy. Potential matters under the policy are escalated and reviewed by the chair of the committee and the president, as well as legal counsel, if necessary. Trustees with any disclosed conflict must refrain from using personal influence in the matter and will recuse themselves from any discussions and/or voting on the matter. The board of trustees, after exercising its business judgment and discretion, will make a determination if the transaction is reasonable, fair and consistent with college practices. REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION FORM 990, PART VI, QUESTION 15A & 15B THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE THAT CONTRACTED WITH AN OUTSIDE CONSULTANT, SIBSON CONSULTING, TO EVALUATE THE SALARY OF THE PRESIDENT AND VICE PRESIDENTS AGAINST COMPETITIVE INSTITUTIONS. THE RESULTS WERE REVIEWED BY THE COMPENSATION COMMITTEE, APPROVED BY THE EXECUTIVE COMMITTEE AND DISCLOSED TO THE FULL BOARD OF TRUSTEES. EXPLAIN IF 1023/1024, 990, 990-T NOT AVAILABLE TO PUBLIC FORM 990, PART VI, QUESTION 18 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.