SPRING ARBOR UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SPRING ARBOR UNIVERSITY (EIN 38-1359569)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-01-18
- IRS object ID
- 201130189349300958
- Schema version
- 2009v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-18T15:03:16-07:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381359569 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRING ARBOR UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPRI | NameControl |
| Phone | 5177501200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 E Main Street | AddressLine1 |
| City | Spring Arbor | City |
| State | MI | State |
| ZIP Code | 492839984 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jerry White | Name |
| Title | V P for Finance and Administration | Title |
| Phone | 5177501200 | Phone |
| Date Signed | 2011-01-18 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Charles Webb | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 E Main Street | AddressLine1 |
| City | Spring Arbor | City |
| State | MI | State |
| ZIP Code | 49283 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 77088970 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.arbor.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1873 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | Spring Arbor University provides post-secondary education for nearly 4,000 students, granting BA, BS, MA & MS degrees for programs on it's main campus and at sites around the state of Michigan. The concept/mission of the university is: "Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning and critical participation in the contemporary world." | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1960 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 197985 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2797696 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14106631 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 55742666 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 54935713 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -727995 | InvestmentIncomePriorYear |
| Investment Income Current Year | 107430 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 395278 | OtherRevenuePriorYear |
| Other Revenue Current Year | 669525 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 58207645 | TotalRevenuePriorYear |
| Total Revenue Current Year | 69819299 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13368952 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14680279 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 26356047 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27568957 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 10000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 10000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1418283 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18839520 | OtherExpensePriorYear |
| Other Expenses Current Year | 18975330 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58574519 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61234566 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -366874 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8584733 | RevenuesLessExpensesCY |
| Total Assets BOY | 72739635 | TotalAssetsBOY |
| Total Assets EOY | 81131919 | TotalAssetsEOY |
| Total Liabilities BOY | 35058461 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45330387 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37681174 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35801532 | NetAssetsOrFundBalancesEOY |
| Mission Description | Spring Arbor University provides post-secondary education for nearly 4,000 students, granting BA & MA degrees for programs on it's main campus and at sites around the state of Michigan. The concept/mission of the university is:"Spring Arbor University is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to Jesus Christ as the perspective for learning and critical participation in the contemporary world." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 51986756 | Expense |
| Grants | 14680279 | Grants |
| Revenue | 55407253 | Revenue |
| Description | Spring Arbor University is a Christian institution serving over 4,000 students. All program service expenses are related to instruction, academic support, student and auxiliary services for those students who study at our main campus, through our online education programs, or at our fourteen sites around the state of Michigan. (4120 students) | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 51986756 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 78 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1960 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spring Arbor University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5177501200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 E Main | AddressLine1 |
| City | Spring Arbor | City |
| State | MI | State |
| ZIP Code | 492839984 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Linda Adams | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Russell Atherton | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Tamara Bailey | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Sarah Bates | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Debra Blews | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Daniel Boss | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Guy Charles | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Mark Chase | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Harvey Gainey | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| James Gallogly | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Judi Ganton | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Michael Helmer | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Todd Hunt | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Beth Kuntzleman | ||||||||
| Board Member | 0 | X | 0 | 0 | 0 | |||
| Douglas Lockhart | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Herbert McLachlan | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Gordon Milnes | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Randall Pittman | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Harold Poling | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Thomas Ramundo | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Gregory Schupra | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Ray Shinabarger | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Faith Small | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Mark Thompson | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Richard Townley | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Robert Turner | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Marvelle Vannest | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Paul Walter | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Scott Wiard | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Scott Wieland | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| James Woodcock | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Leslie Dietzman | ||||||||
| Chairman | 4 | 0 | 0 | 0 | X | |||
| Steven Hogwood | ||||||||
| Ass't Sec.-Treasurer | 3 | 0 | 0 | 0 | X | |||
| Edward Lamoreaux | ||||||||
| Secretary-Treasurer | 3 | 0 | 0 | 0 | X | |||
| Jerry White | ||||||||
| V P for Finance & Administration | 40 | 114974 | 0 | 0 | X | |||
| Kimberly Hayworth | ||||||||
| VP Stu. Development | 40 | 76920 | 0 | 0 | X | |||
| Matthew Osborne | ||||||||
| VP Enrollment Mngmt | 40 | 90039 | 0 | 0 | X | |||
| Betty OvertonAdkins | ||||||||
| VP Academic Affairs | 40 | 133487 | 0 | 0 | X | |||
| Brent Ellis | ||||||||
| VP for Advancement | 40 | 43428 | 0 | 0 | X | |||
| Jeff Edwards | ||||||||
| Vice President Technology Services | 40 | 101350 | 0 | 0 | X | |||
| Jay Mansur | ||||||||
| Vice President for Advancement (Former) | 40 | 119690 | 0 | 0 | X | |||
| Charles Webb | ||||||||
| President | 40 | 221972 | 0 | 0 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 901860 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Jackson Printing Company Inc | |||||
| 3136 Francis St | Jackson | MI | 49203 | Printing admissions materials | 117153 |
| Royall Company | |||||
| 1920 East Parham Road | Richmond | VA | 232282206 | Recruitment contact generation | 197916 |
| Hobbs & Black Associates Inc | |||||
| 100 North State St | Ann Arbor | MI | 48104 | Architect | 236850 |
| Mitchell Graphics | |||||
| 2363 Mitchell Park Dr | Petoskey | MI | 49770 | Printing admission materials | 108901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 639083 | GovernmentGrants |
| All Other Contributions | 13467548 | AllOtherContributions |
| Noncash Contributions | 10985286 | NoncashContributions |
| Total Contributions | 14106631 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Student Tuition and Fees | 611310 | 47965259 | 47965259 | 0 | $0 |
| Auxiliary services | 611310 | 6970454 | 6865009 | 105445 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 54935713 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 189938 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $189,938 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5214815 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5297323 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -82508 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -82508 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$82,508 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2228888 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1972348 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 256540 | TotalRevenueColumn |
| Related Or Exempt Function Income | 256540 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 412985 | TotalRevenueColumn |
| Related Or Exempt Function Income | 320445 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 92540 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 412985 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69819299 | TotalRevenueColumn |
| Related Or Exempt Function Income | 55407253 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 197985 | UnrelatedBusinessRevenue |
| Exclusion | $107,430 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14680279 | Total |
| Program Services | 14680279 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1153562 | Total |
| Program Services | 531741 | ProgramServices |
| Management And General | 404479 | ManagementAndGeneral |
| Fundraising | 217342 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20511955 | Total |
| Program Services | 17488070 | ProgramServices |
| Management And General | 2487517 | ManagementAndGeneral |
| Fundraising | 536368 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1338396 | Total |
| Program Services | 1141089 | ProgramServices |
| Management And General | 162309 | ManagementAndGeneral |
| Fundraising | 34998 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3130296 | Total |
| Program Services | 2628280 | ProgramServices |
| Management And General | 415018 | ManagementAndGeneral |
| Fundraising | 86998 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1434748 | Total |
| Program Services | 1223237 | ProgramServices |
| Management And General | 173994 | ManagementAndGeneral |
| Fundraising | 37517 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1656641 | Total |
| Program Services | 1656641 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65957 | Total |
| Program Services | 21540 | ProgramServices |
| Management And General | 44417 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68300 | Total |
| Management And General | 68300 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Fundraising | 10000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68243 | Total |
| Management And General | 68243 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950284 | Total |
| Program Services | 610014 | ProgramServices |
| Management And General | 321956 | ManagementAndGeneral |
| Fundraising | 18314 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696840 | Total |
| Program Services | 682823 | ProgramServices |
| Management And General | 14017 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2857230 | Total |
| Program Services | 2174813 | ProgramServices |
| Management And General | 540563 | ManagementAndGeneral |
| Fundraising | 141854 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523402 | Total |
| Program Services | 159432 | ProgramServices |
| Management And General | 356691 | ManagementAndGeneral |
| Fundraising | 7279 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2004009 | Total |
| Program Services | 2004009 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1591318 | Total |
| Program Services | 1467744 | ProgramServices |
| Management And General | 67884 | ManagementAndGeneral |
| Fundraising | 55690 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 640376 | Total |
| Program Services | 364198 | ProgramServices |
| Management And General | 190469 | ManagementAndGeneral |
| Fundraising | 85709 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598027 | Total |
| Program Services | 598027 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2365913 | Total |
| Program Services | 1909656 | ProgramServices |
| Management And General | 383333 | ManagementAndGeneral |
| Fundraising | 72924 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395518 | Total |
| Program Services | 122550 | ProgramServices |
| Management And General | 272968 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Post-Retirement Liability, Bad Debts | 1237614 | 74438 | 1163176 | 0 |
| Contribution Rec Allowance/Deriv | 777322 | 247838 | 503579 | 25905 |
| Professional Development | 140407 | 139343 | 1064 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2337929 | Total |
| Program Services | 2060994 | ProgramServices |
| Management And General | 189550 | ManagementAndGeneral |
| Fundraising | 87385 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61234566 | Total |
| Program Services | 51986756 | ProgramServices |
| Management And General | 7829527 | ManagementAndGeneral |
| Fundraising | 1418283 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 624737 | BOY |
| EOY | 596518 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3827647 | BOY |
| EOY | 7574176 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2708172 | BOY |
| EOY | 2202444 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2479264 | BOY |
| EOY | 3223839 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3787657 | BOY |
| EOY | 3424688 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489705 | BOY |
| EOY | 363434 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237117 | BOY |
| EOY | 317773 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 80349220 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25359020 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50266242 | BOY |
| EOY | 54990200 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6692737 | BOY |
| EOY | 6975452 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383992 | BOY |
| EOY | -35129 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1242365 | BOY |
| EOY | 1498524 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72739635 | BOY |
| EOY | 81131919 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3154545 | BOY |
| EOY | 4166846 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4178330 | BOY |
| EOY | 4324834 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15470000 | BOY |
| EOY | 23800000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4706025 | BOY |
| EOY | 4042494 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7549561 | BOY |
| EOY | 8996213 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35058461 | BOY |
| EOY | 45330387 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27320329 | BOY |
| EOY | 25475864 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3116874 | BOY |
| EOY | 2848991 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7243971 | BOY |
| EOY | 7476677 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37681174 | BOY |
| EOY | 35801532 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72739635 | BOY |
| EOY | 81131919 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7203232 | BeginningOfYearBalance |
| Contributions | 225445 | Contributions |
| Investment Earnings Or Losses | 817263 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23985 | GrantsOrScholarships |
| Other Expenditures | 32668 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 8189287 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9161541 | BeginningOfYearBalance |
| Contributions | 31346 | Contributions |
| Investment Earnings Or Losses | -1839490 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 185350 | GrantsOrScholarships |
| Other Expenditures | -35185 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 7203232 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1852640 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 1852640 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 52252817 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 12756371 | Depreciation |
| Book Value | 39496446 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3686637 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 758576 | Depreciation |
| Book Value | 2928061 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 16149624 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 11844073 | Depreciation |
| Book Value | 4305551 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6407502 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 6407502 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 54990200 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -269283 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Inland Real Estate Corporation Limited Partnership | 2716 | F |
| Inland Western Retail Real Estate Limited Partnership | 35270 | C |
| Real estate & land contracts | 196168 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | -35129 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deferred Bond Issuance Cost | 533872 |
| Beneficial interest in trusts | 964652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1498524 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued post-retirement benefits | $5,054,954 |
| Refundable student loan advances | $3,089,704 |
| Refundable student deposits | $582,272 |
| Interest in swap agreements | $269,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8996213 | TotalOfAmounts |
| Total Revenue | 69819299 | TotalRevenue |
| Total Expenses | 61234566 | TotalExpenses |
| Excess Or Deficit For Year | 8584733 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 981534 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 68243 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$798,103 | OtherAmount |
| Total Adjustments | 251674 | TotalAdjustments |
| Excess Or Deficit Per FS | 8836407 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 59648546 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 175048 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -14680279 | OtherRevenues |
| Revenue Not Rptd F990 | -14505231 | RevenueNotRptdF990 |
| Revenue Subtotal | 74153777 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -4334478 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4334478 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 69819299 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 50180320 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | -14680279 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -14680279 | ExpensesNotRptdF990 |
| Expenses Subtotal | 64860599 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -3626033 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -3626033 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 61234566 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Permanently restricted endowment funds are used to support student scholarships, instruction, academic support and institutional support activities as intended by donor restrictions. Board designated endowment funds are used at the direction of the governing board for specific projects which may include capital purchases, special projects, and other items. |
| SchD_P10_S00_L00 | Schedule D, Part X | Other liabilities include accrued post-retirement benefits, refundable government loan advances, refundable deposits, and the liability for derivative contracts. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in value of trusts, annuities, and derivative contract and allowance for contributions receivable |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Student financial aid (tuition and fees is reported net of institutional aid) $14,680,279 |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Endowment gifts $233,329, less SAU Foundation income $562, less Michindoh Conference Center revenue -$2,594,897, bookstore -$1,972,348 |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Student financial aid $14,680,279 |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Loss on disposal of property $254,486, investment expense $68,243, allowance for contributions receivable $409,915, change in value of derivative contract $367,407, less Michindoh Conference Center operation and depreciation -$2,753,735and bookstore resale items -$1,972,347 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | The racially nondiscriminatory policy is not currently published in these ways, but will be included in the future. Since much of the information that prospective students receive is via our website and other publications, this information is included there. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | The university receives student financial aid for students from the Title IV program of U S Department of Education and from the state education departments of Michigan and Ohio. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Institutional student financial aid | TypeOfGrant |
| Number Of Recipients | 2674 | NumberOfRecipients |
| Amount Of Cash Grant | 0 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 14680279 | AmountOfNonCashAssistance |
| Method Of Valuation | Actual amounts granted to recipients via aid posting | MethodOfValuation |
| Description Of Non Cash Assistance | Institutional scholarships and grants to eligible students | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | All funds included in the grants section are for institutional financial aid for students and are tracked as to award eligibility, use of funds, and any adjustments by our student financial aid office along with any state, federal, or other aid awarded. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jerry White | |||||||||||||
| 121964 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32897 | 0 | 154861 | 0 | 139952 | 0 |
| Kimberly Hayworth | |||||||||||||
| 78000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23035 | 0 | 101035 | 0 | 0 | 0 |
| Matthew Osborne | |||||||||||||
| 97527 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29247 | 0 | 126774 | 0 | 94872 | 0 |
| Betty OvertonAdkins | |||||||||||||
| 135377 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26905 | 0 | 162282 | 0 | 167127 | |
| Charles Webb | |||||||||||||
| 220000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29619 | 0 | 249619 | 0 | 155612 | 0 |
| Brent Ellis | |||||||||||||
| 45833 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17647 | 0 | 63480 | 0 | 0 | 0 |
| Jay Mansur | |||||||||||||
| 122562 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31300 | 0 | 153862 | 0 | 187639 | 0 |
| Jeff Edwards | |||||||||||||
| 104667 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 36984 | 0 | 141651 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The president is required to live in a residence on the campus and dues for country club membership are provided for him and vice president for advancement. Dues are routinely paid for community and professional organization for officers and other employees. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Business Name Line2IssuerName/BusinessNameLine2 | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|---|
| Michigan Higher Education Facilities Authority | |||||||
| Limited Obligation Revenue - SAU Proj Series 2010 | 521285150 | 594519T75 | 2010-02-11 | 9085000 | Residence Hall Construction & Building Repairs/Renovations | 0 | 0 |
| Michigan Higher Education Facilities Authority | |||||||
| Variable Rate Demand Limited Obligation Revenue Bonds - Proj Series 2005 | 521285150 | 594519J50 | 2005-10-01 | 6515000 | Dormitory Construction (Gainey Hall) | 0 | 0 |
| Michigan Higher Education Facilities Authority | |||||||
| Limited Obligation Rev Bond - SAU Project Series 2003B | 521285150 | 594519C81 | 2003-10-23 | 3881385 | Energy conservation/deferred maintenance projects | 0 | 0 |
| Michigan Higher Education Facilities Authority | |||||||
| Limited Obligation Revenue & Revenue Refunding Bond - SAU Proj Series 2003 | 521285150 | 594519ZP8 | 2003-01-03 | 2539821 | Construction of village housing/apartment renovations | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased |
|---|---|---|---|---|---|---|---|---|---|---|
| 9085000 | 4165662 | 185000 | 4734338 | 2011 | 0 | 0 | 0 | 1 | ||
| 6515000 | 0 | 222285 | 6515000 | 2006 | 0 | 0 | 0 | 1 | ||
| 3881385 | 155269 | 38813855 | 2004 | 0 | 0 | 0 | 1 | |||
| 2539821 | 95291 | 2539821 | 2004 | 1 | 0 | 0 | 1 | 0 | 434775 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0.0141 | 0.0141 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| Comerica Bank | ||||||
| 0 | 1 | 1 | 10 | 0 | 0 | 0 |
| Comerica Bank | ||||||
| 0 | 1 | 1 | 10 | 0 | 0 | 0 |
| (no name) | ||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |
| (no name) | ||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Reid Atherton | |||
| Family member of Russ Atherton, board member | 42445 | Employement | 0 |
| Thomas Kuntzleman | |||
| Family member of Beth Kuntzleman, board member | 53939 | Employment | 0 |
| Comerica Bank | |||
| Board member Gregory Schupra is a VP at Comerica | 572929 | Interest Payments | 0 |
| Wieland-Davco Corporation | |||
| Board member Scott Wieland is a VP at Wieland-Davco Corp. | 4599862 | Construction University Hall | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6021 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10979265 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | Completed Form 990 will be reviewed by the board finance committee before the semi-annual board meeting in May, 2011. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Board members and executive team members submit conflict of interest documents annually. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The compensation for the president was benchmarked by the Human Resources Director and that information was used by the board chair and executive committee in the hiring of Dr. Webb in 2008. Further increases are also initiated by that group. Other executive team members' compensation is determined through benchmarking studies on an annual basis. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Governing documents, conflict of interest policy, and audited financial statements are provided to the public on request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Spring Arbor University Foundation | |||||||||
| 106 E Main Street | Spring Arbor | MI | 49201 | 743066798 | Planned giving fundraising for support of Spring Arbor University | MI | 501(c)(3) | 509(a)(3) Type 1 | Spring Arbor University |
| Michindoh Conference Center | |||||||||
| 4545 E Bacon Road | Hillsdale | MI | 49242 | 270209917 | Christian conference center | MN | 501(c)(3) | 9 | Spring Arbor University |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michindoh Conference Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionType |
| Amount Involved | 125000 | AmountInvolved |
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