BUTLER UNIVERSITY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
BUTLER UNIVERSITY (EIN 35-0867977)
Tax period
2009-06-01 to 2010-05-31
Filed
2011-04-02
IRS object ID
201120929349300102
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)
Timestamp2011-04-02T07:47:35-05:00Timestamp
Tax Period End Date2010-05-31TaxPeriodEndDate

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 Date2009-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN350867977EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Butler UniversityBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBUTLNameControl
Phone3179409779Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14600 Sunset AvenueAddressLine1
CityIndianapolisCity
StateINState
ZIP Code46208ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRUCE ARICKName
TitleVP FINANCE/ASST TREASURERTitle
Phone3179409135Phone
Date Signed2011-04-18DateSigned
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 PersonDR BOBBY FONGNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14600 SUNSET AVENUEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46208ZIPCode
FieldValueIRS element (for citing)
Gross Receipts234691578GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.butler.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1850YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE THE HIGHEST QUALITY LIBERAL AND PROFESSIONAL EDUCATION AND TO INTEGRATE THE LIBERAL ARTS WITH PROFESSIONAL EDUCATION BY CREATING AND FOSTERING A STIMULATING INTELLECTUAL COMMUNITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body33NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees3203TotalNbrEmployees
Total Nbr Volunteers2046TotalNbrVolunteers
Total Gross UBI-38372TotalGrossUBI
Net Unrelated Business Txbl Income-38372NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year10847696ContributionsGrantsPriorYear
Contributions Grants Current Year5782180ContributionsGrantsCurrentYear
Program Service Revenue Prior Year138605432ProgramServiceRevenuePriorYear
Program Service Revenue CY149494222ProgramServiceRevenueCY
Investment Income Prior Year-2378179InvestmentIncomePriorYear
Investment Income Current Year8128342InvestmentIncomeCurrentYear
Other Revenue Prior Year44261OtherRevenuePriorYear
Other Revenue Current Year78149OtherRevenueCurrentYear
Total Revenue Prior Year147119210TotalRevenuePriorYear
Total Revenue Current Year163482893TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year39402444GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY43434483GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year71742234SalariesEtcPriorYear
Salaries Etc Current Year76884496SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year113685TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2359051TotalFundrsngExpCurrentYear
Other Expense Prior Year46275909OtherExpensePriorYear
Other Expenses Current Year46976465OtherExpensesCurrentYear
Total Expenses Prior Year157534272TotalExpensesPriorYear
Total Expenses Current Year167295444TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-10415062RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-3812551RevenuesLessExpensesCY
Total Assets BOY334568835TotalAssetsBOY
Total Assets EOY340555560TotalAssetsEOY
Total Liabilities BOY129947181TotalLiabilitiesBOY
Total Liabilities EOY125978737TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY204621654NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY214576823NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE THE HIGHEST QUALITY OF LIBERAL AND PROFESSIONAL EDUCATION AND TO INTEGRATE THE LIBERAL ARTS WITH PROFESSIONAL EDUCATION, BY CREATING AND FOSTERING A STIMULATING INTELLECTUAL COMMUNITY BUILT UPON INTERACTIVE DIALOGUE AND INQUIRY AMONG STUDENTS, FACULTY, AND STAFF.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense149188275Expense
Grants43434483Grants
Revenue149494222Revenue
DescriptionSee Schedule O.Description
Total Program Service Expense149188275TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondstrueInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
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 ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10965784NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees3203NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members33NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
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 PersonBUTLER UNIV BUSINESS OFFICENamePerson
Telephone Number3179409779TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14600 SUNSET AVENUEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46208ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (44 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
KATHRYN G BETLEY
TRUSTEE1.0X000
KEVIN AULT
TRUSTEE1.0X000
KEITH W BURKS
TRUSTEE1.0X000
THOMAS BURLESON
TRUSTEE1.0X000
ALBERT M CHEN
TRUSTEE1.0X000
JOHN D COOKE
TRUSTEE1.0X000
RICHARD CUMMINGS
TRUSTEE1.0X000
CLAUDE E DAVIS JR
TREASURER1.0X000X
ROLLIN M DICK
TRUSTEE1.0X000
RONALD W DOLLENS
VICE CHAIRMAN1.0X000X
JOHN B DUNN
TRUSTEE1.0X000
CRAIG E FENNEMAN
VICE CHAIRMAN1.0X000X
THOMAS J FISCHER
TRUSTEE1.0X000
RICHARD HAILEY
TRUSTEE1.0X000
JOHN R HARGROVE
CHAIRMAN1.0X000X
R MICHAEL HENDERSON
TRUSTEE1.0X000
BETTY L LOFTON
TRUSTEE1.0X000
STEPHEN E MCKENZIE
TRUSTEE1.0X000
COREY B MCPHERRIN
TRUSTEE1.0X000
ROBERT L MYERS
TRUSTEE1.0X000
WAYNE E PATRICK
TRUSTEE1.0X000
SHARI ALEXANDER RICHEY
TRUSTEE1.0X000
JATINDER BIR SINGH SANDHU
TRUSTEE1.0X000
HOWARD L SHEARON
TRUSTEE1.0X000
MELISSA STONE-HICKMAN
TRUSTEE1.0X000
JAMES P WHITE
SECRETARY1.0X000X
EUGENE WHITE
TRUSTEE1.0X000
BILLIE LOU WOOD
TRUSTEE1.0X000
DENNIS BASSETT
TRUSTEE1.0X000
KEITH FALLER
TRUSTEE1.0X000
M JAMES JOHNSTON
TRUSTEE1.0X000
JAMES LILL
TRUSTEE1.0X000
JAMIE PHILLIPPE
TRUSTEE1.0X000
BOBBY FONG
PRESIDENT50.0325410058775X
BRUCE ARICK
VP OF FINANCE/ASST TREASURER50.0175392036393X
MARK HELMUS
VP ADVANCEMENT/ASST SECRETARY50.0146303033288X
JILL R MCGREGOR
CONTROLLER/ASST TREASURER50.0123007025871X
ELLEN A CLARK
EXEC ASST.-PRESIDENT/ASST. SEC50.04811908696X
JAYNE COMSTOCK
PROVOST/VP ACADEMIC AFFAIRS50.0194205029333X
BRAD STEVENS
HEAD COACH, MEN'S BASKETBALL50.0506425048516X
MARY ANDRITZ
DEAN, PHARM & HEALTH SCI COLL50.0212788036227X
LARRY O'CONNOR
EXECUTIVE DIR, CLIENT SERVICES50.0217989041674X
BARRY COLLIER
ATHLETIC DIRECTOR50.0220421037951X
CHARLES WILLIAMS
DEAN, COLLEGE OF BUSINESS50.0222263040737X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2392322TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation397461TotalOtherCompensation
Number Individuals GT100 K65NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
SHIEL SEXTON CO INC
902 CAPITOL AVEINDIANAPOLISIN46204CONSTRUCTION9215885
ANTHEM
PO BOX 951254CLEVELANDOH44193INSURANCE7031913
ARAMARK CATERING SERVICE
704 WEST HAMPTON DRIVEINDIANAPOLISIN46208BOARD/CATERING4742619
US BANK CORPORATE PAYMENT SYSTEM
PO BOX 790428ST LOUISMO63179CARD SERVICER2814439
BUTLER UNIVERSITY BOOKSTORE
4600 SUNSET AVENUEINDIANAPOLISIN46208BOOK/APPAREL SALES1159177
FieldValueIRS element (for citing)
Number Of Contractors GT100 K81NumberOfContractorsGT100K
Fundraising Events37553FundraisingEvents
Government Grants857765GovernmentGrants
All Other Contributions4886862AllOtherContributions
Noncash Contributions734979NoncashContributions
Total Contributions5782180TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
STUDENT TUITION AND FEES900099117213310117213310
RESIDENCE HALLS/ROOM & BOARD6117101648544716485447
AUXILIARY REVENUE61171040929374092937
ATHLETIC REVENUE90009942626734262673
OTHER MISCELLANOUS61171074398557439855
FieldValueIRS element (for citing)
Total Program Service Revenue149494222TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4592521TotalRevenueColumn
Unrelated Business Revenue-123695UnrelatedBusinessRevenue
Exclusion$4,716,216ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column27847TotalRevenueColumn
Exclusion$27,847ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Personal116500Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Personal31177Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Personal85323Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column85323TotalRevenueColumn
Unrelated Business Revenue85323UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities72852748Securities
Other1806645Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities69366729Securities
Other1784690Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities3486019Securities
Other21955Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column3507974TotalRevenueColumn
Exclusion$3,507,974ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events18915GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events37553CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses26089FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-7174TotalRevenueColumn
Exclusion-$7,174ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column163482893TotalRevenueColumn
Related Or Exempt Function Income149494222RelatedOrExemptFunctionIncome
Unrelated Business Revenue-38372UnrelatedBusinessRevenue
Exclusion$8,244,863ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total42916013Total
Program Services42916013ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total518470Total
Program Services518470ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total981254Total
Management And General981254ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total57931834Total
Program Services49740120ProgramServices
Management And General6838096ManagementAndGeneral
Fundraising1353618Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4203137Total
Program Services3581592ProgramServices
Management And General520407ManagementAndGeneral
Fundraising101138Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total9755844Total
Program Services6926188ProgramServices
Management And General2596970ManagementAndGeneral
Fundraising232686Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4012427Total
Program Services3399469ProgramServices
Management And General519276ManagementAndGeneral
Fundraising93682Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total421570Total
Program Services33882ProgramServices
Management And General387688ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total139950Total
Program Services9000ProgramServices
Management And General130950ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total843Total
Management And General843ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total8538150Total
Program Services7140358ProgramServices
Management And General1189751ManagementAndGeneral
Fundraising208041Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total742545Total
Program Services517947ProgramServices
Management And General223610ManagementAndGeneral
Fundraising988Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total6063579Total
Program Services5657800ProgramServices
Management And General185819ManagementAndGeneral
Fundraising219960Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total935876Total
Program Services689237ProgramServices
Management And General231197ManagementAndGeneral
Fundraising15442Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8133359Total
Program Services7125513ProgramServices
Management And General1006100ManagementAndGeneral
Fundraising1746Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total4441535Total
Program Services3873704ProgramServices
Management And General474710ManagementAndGeneral
Fundraising93121Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total307824Total
Program Services259272ProgramServices
Management And General37891ManagementAndGeneral
Fundraising10661Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total5014382Total
Program Services4461997ProgramServices
Management And General552385ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total11542931Total
Program Services10654931ProgramServices
Management And General888000ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1287626Total
Program Services887650ProgramServices
Management And General399976ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
ALLOCATION OF INDIRECT COSTS-5354369-3357904-1996465
AUXILIARY1381946113784022762416482
DUES, FEES, & SUBSCRIPTIONS10665589067851570832690
REPAIRS & MAINTENANCE87193578687085065
MISCELLANEOUS144022513215411098888796

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total167295444Total
Program Services149188275ProgramServices
Management And General15748118ManagementAndGeneral
Fundraising2359051Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5057121BOY
EOY12419761EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY14407087BOY
EOY5306459EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2070658BOY
EOY2244385EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY10698261BOY
EOY11610606EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY196604BOY
EOY223266EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1061261BOY
EOY627402EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis282802107LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec166502120LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY106188046BOY
EOY116299987EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY141749300BOY
EOY143654680EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY28267019BOY
EOY31534831EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY24873478BOY
EOY16634183EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY334568835BOY
EOY340555560EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY13332399BOY
EOY12625240EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4660223BOY
EOY4341491EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY101945196BOY
EOY98784600EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY10009363BOY
EOY10227406EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY129947181BOY
EOY125978737EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY28437215BOY
EOY52396130EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY44747901BOY
EOY29585949EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY131436538BOY
EOY132594744EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY204621654BOY
EOY214576823EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY334568835BOY
EOY340555560EOY
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
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance121617939BeginningOfYearBalance
Contributions698601Contributions
Investment Earnings Or Losses21898697InvestmentEarningsOrLosses
Grants Or Scholarships2722098GrantsOrScholarships
Other Expenditures5601583OtherExpenditures
End Of Year Balance135891556EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance173514699BeginningOfYearBalance
Contributions4940842Contributions
Investment Earnings Or Losses-47919053InvestmentEarningsOrLosses
Grants Or Scholarships2900284GrantsOrScholarships
Other Expenditures6018265OtherExpenditures
End Of Year Balance121617939EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.07610BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.92390PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgstrueEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RtrueAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis1475828OtherCostOrOtherBasis
Book Value1475828BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis192439974OtherCostOrOtherBasis
Depreciation91953641Depreciation
Book Value100486333BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis6826334OtherCostOrOtherBasis
Depreciation5492908Depreciation
Book Value1333426BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis35499173OtherCostOrOtherBasis
Depreciation30126988Depreciation
Book Value5372185BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis46560798OtherCostOrOtherBasis
Depreciation38928583Depreciation
Book Value7632215BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings116299987TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
HEDGE FUND6149123F
VENTURE CAPITAL - ALT INVEST4620661F
REALTY - ALT INVEST819702F
PRIVATE EQUITY - ALT INVEST5907247F
NATURAL RESOURCES - ALT INVEST8690767F
LOANS/FIXED INC - ALT INVEST5347331F
FieldValueIRS element (for citing)
Total Of Book Value Securities31534831TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
BOND PROC & OTHER HELD IN ESCR8078157
RENEWAL & REPLACE IN PROGRESS3066032
BENEFICIAL INT PERPET TRUSTS1928421
UNAMORTIZED BOND ISSUE COSTS3561573
FieldValueIRS element (for citing)
Total Book Value Other Assets16634183TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ANNUITIES AND TRUST PAYABLE$1,962,998
ADV FROM GOV - STUDENT LOANS$7,541,872
FUNDS HELD FOR CAMPUS ORGS$722,536
FieldValueIRS element (for citing)
Total Of Amounts10227406TotalOfAmounts
Total Revenue163482893TotalRevenue
Total Expenses167295444TotalExpenses
Excess Or Deficit For Year-3812551ExcessOrDeficitForYear
Net Unrealized GL On Investments17329720NetUnrealizedGLOnInvestments
Other-$3,562,000OtherAmount
Total Adjustments13767720TotalAdjustments
Excess Or Deficit Per FS9955169ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt134495370TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments17329720NetUnrealizedGainsInvestments
Other Revenues679240OtherRevenues
Revenue Not Rptd F99018008960RevenueNotRptdF990
Revenue Subtotal116486410RevenueSubtotal
Other Revenues Not Included46996483OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt46996483RevenueNotRptdOnFinStmt
Total Revenue Per Form990163482893TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt123860961TotExpensesEtcAuditedFinclStmt
Expenses Subtotal123860961ExpensesSubtotal
Other Expenses Not Included43434483OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt43434483ExpensesNotRptdOnFinStmt
Total Expenses Per Form990167295444TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PART III, LINE 4THE EXEMPT PURPOSEBUTLER UNIVERSITY MAINTAINS WORKS OF ART, MUSICAL INSTRUMENTS, AND A RARE BOOK COLLECTION FOR EDUCATION, SCHOLARLY RESEARCH, AND PRESERVATION FOR FUTURE GENERATIONS.
INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). THE ENDOWMENT IS AVAILABLE FOR SCHOLARSHIPS, ACADEMIC PROGRAMS, AND OTHER INSTITUTIONAL SUPPORT.
FIN 48 DISCLOSUREPART XDURING FISCAL 2010, THE UNIVERSITY ADOPTED THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, CONCERNING THE ACCOUNTING AND DISCLOSURES FOR UNCERTAIN TAX POSITIONS, PREVIOUSLY DEFERRED BY ASC TOPIC 740-10-65. AS PART OF THE IMPLEMENTATION OF THIS STANDARD, MANAGEMENT EVALUATED ITS CURRENT TAX POSITIONS AND DETERMINED THE ADOPTION OF THIS STANDARD HAD NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE UNIVERSITY. The University's tax years still subject to examination by taxing authorities are years subsequent to 2006.
RECONCILIATION ITEMSPART XI, LINE 8CHANGE IN PLEDGE PROVISION $3,562,000 PART XII, LINE 2D INCOME & EXPENSES OF BUTLER FOUNDATION $679,240 PART XII, LINE 4B SCHOLARSHIPS $43,434,483 CHANGE IN PLEDGE PROVISION 3,562,000 ------------ $46,996,483 PART XIII, LINE 4B SCHOLARSHIPS $43,434,483

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnPER THE STUDENT HANDBOOK, "BUTLER UNIVERSITY IS COMMITTED TO THE PRINCIPLE OF EQUAL OPPORTUNITY. IT DOES NOT KNOWINGLY DISCRIMINATE AGAINST ANY APPLICANT, STUDENT OR EMPLOYEE ON THE BASIS OF SEX, SEXUAL ORIENTATION, RACE, COLOR, AGE, RELIGION OR NATIONAL, ETHNIC OR GEOGRAPHICAL ORIGIN. IT ATTEMPTS TO MAKE ITS PROGRAMS EQUALLY ACCESSIBLE TO ALL QUALIFIED APPLICANTS REGARDLESS OF PHYSICAL OR MENTAL DISABILITY. THIS SCHOOL IS AUTHORIZED UNDER FEDERAL LAW TO ENROLL NON-IMMIGRANT ALIEN STUDENTS."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 ExplanationBUTLER UNIVERSITY RECEIVES CERTAIN AMOUNTS FROM GOVERNMENTAL AGENCIES FOR SUPPORT OF ITS RESEARCH AND EDUCATIONAL PROGRAM.GovtFinancialAidExplanation
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Central America and the Caribbean03Program ServicesEDUCATION15640
East Asia and the Pacific05Program ServicesEDUCATION43303
Europe (Including Iceland and Greenland)07Program ServicesEDUCATION123674
North America02Program ServicesEDUCATION40214
Russia and the Newly Independent States02Program ServicesEDUCATION21735
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees19TotalNumberOfEmployees
Total Amount Spent244566TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
FINANCIAL AID FOR STUDENTSCent. America/Caribbean38482
FINANCIAL AID FOR STUDENTSEast Asia/Pacific25123474
FINANCIAL AID FOR STUDENTSEurope/Iceland/Greenland75318770
FINANCIAL AID FOR STUDENTSMiddle East/North Africa28532
FINANCIAL AID FOR STUDENTSRussia14145
FINANCIAL AID FOR STUDENTSSouth America942692
FINANCIAL AID FOR STUDENTSSouth Asia12075
FINANCIAL AID FOR STUDENTSSub-Saharan Africa310300

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE F, PART I, LINE 2ReturnReference
ExplanationBUTLER UNIVERSITY HAS STUDENTS WHO STUDY ABROAD. THE FINANCIAL AID RECEIVED BY STUDENTS WHO STUDY ABROAD IS A REDUCTION OR WAIVER OF BUTLER UNIVERSITY TUITION WHILE THE STUDENT IS STUDYING ABROAD. BUTLER UNIVERSITY HAS WRITTEN QUALIFICATION CRITERIA FOR STUDENT FINANCIAL AID AND FOLLOWS A WRITTEN APPROVAL PROCESS.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLFESTNameOfEvent1
Gross Receipts Event156468GrossReceiptsEvent1
Charitable Contributions Event137553CharitableContributionsEvent1
Gross Revenue Event118915GrossRevenueEvent1
Non Cash Prizes Event16163NonCashPrizesEvent1
Rent Facility Costs Event112336RentFacilityCostsEvent1
Food And Beverage Event16360FoodAndBeverageEvent1
Other Direct Expenses Event11229OtherDirectExpensesEvent1
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total56468GrossReceiptsTotal
Charitable Contributions Total37553CharitableContributionsTotal
Gross Revenue Total Events18915GrossRevenueTotalEvents
Non Cash Prizes Total Events6163NonCashPrizesTotalEvents
Rent Facility Costs Total Events12336RentFacilityCostsTotalEvents
Food And Beverage Total Events6360FoodAndBeverageTotalEvents
Other Direct Expenses Total Events1229OtherDirectExpensesTotalEvents
Direct Expense Summary Events26088DirectExpenseSummaryEvents
Net Income Summary-7173NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPS FOR STUDENTSTypeOfGrant
Number Of Recipients3400NumberOfRecipients
Amount Of Cash Grant42916013AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PART I, LINE 2ReturnReference
ExplanationBUTLER UNIVERSITY HAS WRITTEN QUALIFICATION CRITERIA FOR STUDENT FINANCIAL AID AND FOLLOWS A WRITTEN APPROVAL PROCESS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
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 PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (9 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
BOBBY FONG
32423100011790129710458040384185000
BRUCE ARICK
1753920000000363930211785000
MARK HELMUS
145417000886000332880179591000
BRAD STEVENS
43712506000009300000485160554941000
MARY ANDRITZ
2115440001244000362270249015000
LARRY O'CONNOR
2154890250000000416740259663000
BARRY COLLIER
17719203750005729000379510258372000
JAYNE COMSTOCK
1911080003097000293330223538000
CHARLES WILLIAMS
21122501000001038000407370263000000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER BENEFITSSCHEDULE J, PART I, LINE 1ATHE RESIDENCE BUTLER UNIVERSITY PROVIDES A RESIDENCE AND HOUSEHOLD SERVICES FOR DR. BOBBY FONG, THE UNIVERSITY'S PRESIDENT. THE RESIDENCE AND HOUSEHOLD SERVICES ARE NOT INCLUDED IN DR. FONG'S TAXABLE INCOME. THE RESIDENCE IS FURNISHED FOR THE CONVENIENCE OF BUTLER UNIVERSITY. DR. FONG WAS REQUIRED TO LIVE IN THE RESIDENCE AS A CONDITION OF HIS EMPLOYMENT, AND HIS RESIDENCE IS CONTIGUOUS TO BUTLER'S CAMPUS. BUTLER UNIVERSITY PAYS SOCIAL CLUB DUES FOR DR. BOBBY FONG, BARRY COLLIER, AND BRAD STEVENS. THE PERSONAL USE OF THESE DUES IS INCLUDED IN EACH EMPLOYEE'S TAXABLE INCOME.
NON-FIXED PAYMENTSSCHEDULE J, PART I, LINE 7BUTLER UNIVERSITY PROVIDED NON-FIXED PAYMENTS TO BARRY COLLIER AND BRAD STEVENS AS BONUSES AS OUTLINED IN THEIR WRITTEN EMPLOYMENT CONTRACTS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCING AUTHORITYBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN521698917IssuerEIN
CUSIP NumberS86442720CUSIPNumber
Date Issued2004-09-15DateIssued
Issue Price56300000IssuePrice
Description Of PurposeFITNESS FACILITY & APT VILLAGEDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Total Proceeds57875069TotalProceeds
Amount In Reserve Fund3706100AmountInReserveFund
Working Capital Expenditures2863514WorkingCapitalExpenditures
Capital Expenditures51305455CapitalExpenditures
Year Of Subst Completion2006YearOfSubstCompletion
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtytrueMngmentCntrctBondFinancdPrprty
Any Research AgreementsfalseAnyResearchAgreements
Bond Counsel Routinely EngagedtrueBondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others0.00810PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.03170PercentageOfPrvtBusinessReUBI
Total Private Business Use0.03980TotalPrivateBusinessUse
Post Issuance Compliance ProcdrstruePostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T FiledtrueForm8038TFiled
Variable Rate IssuefalseVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC
Gross Proceeds InvestedtrueGrossProceedsInvested
Exception To RebatefalseExceptionToRebate

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonJAYNE COMSTOCKNamePerson
Purpose Of LoanHOME MORTGAGE LOANPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$475,000OriginalPrincipalAmount
Balance Due458637BalanceDue
DefaultfalseDefault
Approved By BoardtrueApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due458637TotalBalanceDue

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions3NumberOfContributions
Noncash Contribs Rptd F990160000NoncashContribsRptdF990
Method Of Determining RevenuesINDEPENDNT APPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99023592NoncashContribsRptdF990
Method Of Determining RevenuesINDEPENDNT APPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
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 Contributions39NumberOfContributions
Noncash Contribs Rptd F990416076NoncashContribsRptdF990
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 ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XTRAVEL/FOOD22631COST
XCAMERA EQUIPMENT15045COST
XDISKS AND RECORDING1127635COST
FieldValueIRS element (for citing)
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)
IdentifierUSE OF THIRD PARTIES TO SELL NONCASH CONTRIBUTIONSIdentifier
Return ReferenceSCHEDULE M, PART I, LINE 32AReturnReference
ExplanationBUTLER UNIVERSITY USES AN AUCTION HOUSE TO SELL NONCASH CONTRIBUTIONS AND WELLS FARGO TO SELL DONATIONS OF STOCK.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROGRAM SERVICE ACCOMPLISHMENTSForm 990, Part III, line 4aEDUCATION BUTLER IS A NATIONALLY RECOGNIZED COMPREHENSIVE UNIVERSITY ENCOMPASSING SIX COLLEGES: BUSINESS, COMMUNICATION, EDUCATION, FINE ARTS, LIBERAL ARTS AND SCIENCES, AND PHARMACY AND HEALTH SCIENCES. TOGETHER, THESE COLLEGES OFFER OVER 55 UNDERGRADUATE MAJORS, ONE FIRST PROFESSIONAL AND 18 MASTER'S DEGREES. AROUND 4,600 STUDENTS ARE ENROLLED AT BUTLER, REPRESENTING 46 STATES AND 50 COUNTRIES. NINETY-FIVE PERCENT OF BUTLER STUDENTS WILL HAVE PARTICIPATED IN SOME FORM OF INTERNSHIP, STUDENT TEACHING, CLINICAL ROTATION, RESEARCH OR SERVICE LEARNING BY THE TIME THEY GRADUATE. IN ADDITION TO THIS PROFESSIONAL EXPERIENCE, BUTLER STUDENTS DEVELOP LIFELONG SKILLS IN CRITICAL THINKING, EFFECTIVE COMMUNICATION, COOPERATIVE TEAMWORK AND ETHICAL DECISION MAKING. BUTLER ENDEAVORS TO PREPARE STUDENTS NOT SIMPLY TO MAKE A LIVING, BUT TO LIVE LIVES OF PURPOSE IN WHICH PERSONAL FLOURISHING IS INTERTWINED WITH THE WELFARE OF OTHERS. BUTLER'S OVERALL PLACEMENT RATE WITHIN SIX MONTHS OF GRADUATION AVERAGES 94 PERCENT, INCLUDING 33 PERCENT WHO GO ON TO GRADUATE OR PROFESSIONAL SCHOOLS. CLOWES MEMORIAL HALL BUTLER UNIVERSITY'S 2,200-SEAT CLOWES MEMORIAL HALL OPENED TO THE PUBLIC ON OCT. 18, 1963. THIS PROFESSIONAL PERFORMING ARTS FACILITY IS HOME TO CLOWES PRESENTS - AN ANNUAL SERIES OF MUSIC, THEATRE AND DANCE PERFORMANCES AND A K-12 EDUCATION PROGRAM. CLOWES IS ALSO THE HOME OF RESIDENT COMPANIES SUCH AS THE INDIANAPOLIS OPERA, JCFA'S MUSIC AT BUTLER AND THE BUTLER BALLET. OTHER GREAT ORGANIZATIONS SUCH AS BROADWAY IN INDIANAPOLIS, MUSIC FOR ALL (BANDS OF AMERICA) AND BUTLER'S VISITING WRITERS SERIES, DIVERSITY LECTURE SERIES AND RELIGION SEMINARS ALL USE THE FACILITY. HEALTH AND RECREATION COMPLEX A NEW HEALTH AND RECREATION COMPLEX THAT IS EQUIPPED WITH RECREATION COURTS, AN INDOOR JOGGING TRACK, AN AQUATICS AREA, A WEIGHT AND FITNESS SPACE, AND A LOUNGE AND A JUICE BAR, OPENED IN FALL 2006. STUDENTS ENROLLED IN AT LEAST 12 CREDIT HOURS ARE AUTOMATIC MEMBERS OF THE HRC. MEMBERSHIP IS ALSO AVAILABLE TO UNIVERSITY FACULTY, STAFF, ALUMNI AND A LIMITED NUMBER OF COMMUNITY MEMBERS. ATHLETICS BUTLER OFFERS 19 INTERCOLLEGIATE SPORTS. ALL COMPETE IN THE HORIZON LEAGUE, EXCEPT FOOTBALL, WHICH IS A MEMBER OF THE PIONEER FOOTBALL LEAGUE. THROUGHOUT THE YEARS, BUTLER'S STUDENT ATHLETES HAVE COMPILED IMPRESSIVE RECORDS BOTH ON AND OFF THE PLAYING COURT AND FIELD. BUTLER TEAMS HAVE CAPTURED 26 CONFERENCE CHAMPIONSHIPS (IN FOUR DIFFERENT LEAGUES). THE BULLDOGS HAVE MADE APPEARANCES IN NCAA NATIONAL CHAMPIONSHIP TOURNAMENTS IN MEN'S AND WOMEN'S BASKETBALL, MEN'S SOCCER, VOLLEYBALL, MEN'S CROSS COUNTRY, LACROSSE, AND BASEBALL. CURRENTLY, BUTLER HAS OVER 350 STUDENT-ATHLETES. ROOM AND BOARD BUTLER STUDENTS CAN CHOOSE FROM A NUMBER OF HOUSING OPTIONS, INCLUDING AN UPPERCLASSMAN RESIDENTIAL APARTMENT VILLAGE, AN APARTMENT-STYLE RESIDENCE HALL, ONE ALL-WOMEN RESIDENCE HALL, TWO COEDUCATIONAL RESIDENCE HALLS WITH OPTIONAL LIVING-LEARNING CENTERS. ALL BUTLER UNDERGRADUATES ARE REQUIRED TO LIVE ON CAMPUS THROUGH JUNIOR YEAR.
PROCESS TO REVIEW FORM 990FORM 990, PART VI, LINE 11ABUTLER UNIVERSITY'S BOARD OF DIRECTORS HAS FORMALLY DELEGATED AUTHORITY FOR THE REVIEW OF ITS FORM 990 TO THE BUTLER UNIVERSITY AUDIT COMMITTEE. IN ADDITION, BUTLER'S OUTSIDE ACCOUNTING FIRM REVIEWED THE FORM 990 PRIOR TO FILING. BUTLER UTILIZED THIS PROCESS TO ENSURE THAT ITS FORM 990 RECEIVED SUBSTANTIVE REVIEW BY DIRECTORS AND PROFESSIONALS WITH SPECIFIC KNOWLEDGE OF BUTLER'S ACTIVITIES AND EXTENSIVE FINANCIAL, ACCOUNTING AND TAX EXPERTISE.
MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICYFORM 990, PART VI, LINE 12CBUTLER UNIVERSITY HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH BUTLER UNIVERSITY. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISIONMAKING PROCESS, THAT INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS DETERMINE THAT THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF BUTLER UNIVERSITY, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, THE AUDIT COMMITTEE, COMPOSED OF INDEPENDENT OUTSIDE DIRECTORS. IN ADDITION, THE EXECUTIVE STAFF IS RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF BUTLER UNIVERSITY.
PROCESS TO DETERMINE PRESIDENT & OFFICER COMPENSATIONFORM 990, PART VI, LINES 15A & 15BBUTLER UNIVERSITY HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY THAT ENSURES THAT ALL COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISIONMAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD OR COMMITTEE MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. BUTLER UNIVERSITY HAS DELEGATED AUTHORITY REGARDING EXECUTIVE COMPENSATION MATTERS TO THE EXECUTIVE COMPENSATION COMMITTEE, COMPOSED OF INDEPENDENT OUTSIDE DIRECTORS. THE COMMITTEE IS RESPONSIBLE FOR APPLYING THE TERMS AND PROCESS OF THE EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY AS OUTLINED ABOVE.
AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, FORM 990, AND FSFORM 990, PART VI, LINE 19THE UNIVERSITY MAKES THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE UNIVERSITY'S BUSINESS OFFICE AND LIBRARY. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG.
LOANS TO INTERESTED PERSONSSCH L, PART IITHE LOAN LISTED WAS PROVIDED TO JAYNE COMSTOCK UNDER BUTLER UNIVERSITY'S FIRST MORTGAGE PROGRAM AND SECURED BY THE PROPERTY. THE FIRST MORTGAGE PROGRAM IS AVAILABLE TO EMPLOYEES WHO MEET THE ELIGIBILITY REQUIREMENTS SET BY THE BOARD OF TRUSTEES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

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Business Name Line1BUTLER FOUNDATIONBusinessNameLine1

Address US AddressUS

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CityINDIANAPOLISCity
StateINState
ZIP Code46208ZIPCode
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EIN356016441EIN
Primary ActivitiesGIFT RECEIPTPrimaryActivities
Legal Domicile StateINLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status11APublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BUTLER UNIVBusinessNameLine1
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 OrgfalseGiftGrantOrCapContrFrOtherOrg
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 EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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