SHENANDOAH UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SHENANDOAH UNIVERSITY (EIN 54-0525605)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-07
- IRS object ID
- 201140399349300129
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-07T12:16:30-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540525605 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHENANDOAH UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEN | NameControl |
| Phone | 5406654515 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 University Drive | AddressLine1 |
| City | Winchester | City |
| State | VA | State |
| ZIP Code | 22601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tracy Fitzsimmons | Name |
| Title | President | Title |
| Phone | 5406654533 | Phone |
| Date Signed | 2011-02-07 | 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 | Tracy Fitzsimmons | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 University Dr | AddressLine1 |
| City | Winchester | City |
| State | VA | State |
| ZIP Code | 22601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 104159019 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.su.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1875 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | A Shenandoah University education incorporates scholarship, experiential learning and sophisticated technologies as well as practical wisdom. The university provides students with the academic content and analytical skills they'll need to launch successful careers, and harness technologies that will enable them to create new ideas, products and services that impact a global society. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2413 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 1704644 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -456135 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5102962 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4173306 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 74648470 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 80894318 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2407752 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2155460 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 218518 | OtherRevenuePriorYear |
| Other Revenue Current Year | 519729 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 77562198 | TotalRevenuePriorYear |
| Total Revenue Current Year | 87742813 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15322586 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16970097 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 40783692 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 42421954 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1637299 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25926646 | OtherExpensePriorYear |
| Other Expenses Current Year | 25776885 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 82032924 | TotalExpensesPriorYear |
| Total Expenses Current Year | 85168936 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4470726 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2573877 | RevenuesLessExpensesCY |
| Total Assets BOY | 152535432 | TotalAssetsBOY |
| Total Assets EOY | 157334659 | TotalAssetsEOY |
| Total Liabilities BOY | 61973506 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 61559852 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 90561926 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 95774807 | NetAssetsOrFundBalancesEOY |
| Mission Description | The University shall include the operation of one or more colleges or other educational institutions for the instruction of youth and adults in the various branches of learning and conferring academic honors granted by similar educational institutions including the granting of such degrees, honorary degrees, certifications, diplomas or other evidence of academic attainment, as the University deems appropriate. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 52989478 | Expense |
| Grants | 16852847 | Grants |
| Revenue | 69899476 | Revenue |
| Description | During the fiscal year 2009-2010, Shenandoah University continued its focus on excellence and innovation with enrollment of 3,619 students in graduate and undergraduate programs in Fall 2009 through its six schools and nearly 90 programs of study. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7538883 | Expense |
| Grants | 1000 | Grants |
| Revenue | 1168199 | Revenue |
| Description | Student Services includes admissions, registrar, student affairs, student organizations and our athletics programs. During fiscal year 09-10, Shenandoah University had 43 clubs and organizations. Shenandoah University sponsored 20 intercollegiate teams (10 for women and 10 for men), with a total student-athlete involvement of 432. Intercollegiate athletics are an integral aspect of student life on the Shenandoah University campus, with the majority of students involved either as participants or spectators. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6208652 | Expense |
| Grants | 0 | Grants |
| Revenue | 9209951 | Revenue |
| Description | Auxillary services includes the University's dormitories, bookstore, childcare facilities and hotel operations. During fiscal year 09-10, Shenandoah housed approximately 800 students on campus. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6817855 | Expense |
| Revenue | 616692 | Revenue |
| Description | Shenandoah University's other program services not detailed in Part III include the maintenance of Shenandoah University's campuses. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6817855 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 616692 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 73554868 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5523 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2413 | 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 |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 1 | FundsToPayPremiums |
| Premiums Paid | 1 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tracy Fitzsimmons President | NamePerson |
| Telephone Number | 5406654505 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 University Drive | AddressLine1 |
| City | Winchester | City |
| State | VA | State |
| ZIP Code | 226015195 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (55 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Walter H Aikens | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| C J Borden | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| William F Brandt | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Stephen P Caruthers | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Katherine K Clark | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Teresa A Cluss | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Laura N Dabinett | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Anne-Marie Dunn | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Lynnette Embree | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Andrew U Ferrari | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Reverend David T Forrest | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Robert J Frogale | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Mary Bruce Glaize | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Reverend Jay M Hanke | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Stanley E Harrison | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Jeffrey D Hester | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| L Janell Hoffman | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| William B Holtzman | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Susan R Jones | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Ann K MacLeod | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| John K Marlow | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Keith A May | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Richard RJ Morin | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Nicholas J Nerangis Sr | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Mark J Ohrstrom | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Larry T Omps | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Bipin B Patel | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Sharon Hill Price | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Reverend C Edward Pruitt | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Reverend Lee B Sheaffer | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Mary Farland Shockey | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| William F Simmons III | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Gerald F Smith Jr | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Harry S Smith | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| C Robert Solenberger | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Mark E Stavish | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Charles A Veatch | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| James T Vickers | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| F Dixon Whitworth Jr | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| James R Wilkins Jr | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Heather H Wilson | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Reverend Raymond F Wrenn | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Irene R Wurtzel | |||||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||||
| Tracy Fitzsimmons | |||||||||
| President | 40 | 259591 | 0 | 56675 | X | ||||
| Bryon L Grigsby | |||||||||
| Vice President | 40 | 149151 | 0 | 42141 | X | ||||
| Richard C Shickle Sr | |||||||||
| Vice President | 40 | 166849 | 0 | 34925 | X | ||||
| Mitchell L Moore | |||||||||
| Vice President | 40 | 134649 | 0 | 25051 | X | ||||
| Claressa M Morton | |||||||||
| Vice President | 40 | 100646 | 0 | 12963 | X | ||||
| Alan B McKay | |||||||||
| Dean | 40 | 168658 | 0 | 27305 | X | ||||
| W Randy Boxx | |||||||||
| Dean | 40 | 143570 | 0 | 24048 | X | ||||
| Scott K Stolte | |||||||||
| Associate Dean | 40 | 126468 | 0 | 19611 | X | ||||
| Mary Ann Kirkpatrick | |||||||||
| Associate Dean | 40 | 133111 | 0 | 18472 | X | ||||
| Arthur F Harralson | |||||||||
| Professor | 40 | 128729 | 0 | 26565 | X | ||||
| Calvin H Allen Jr | |||||||||
| Associate Vice President | 40 | 125155 | 0 | 20704 | X | ||||
| James A Davis | |||||||||
| Former President and Advisor | 0 | 129742 | 0 | 31112 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1766319 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 339572 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sodexo Campus Services | |||||
| PO Box 536922 | Atlanta | GA | 303536922 | Food Service | 2603241 |
| Schrock Inc | |||||
| 220 Imboden Dr | Winchester | VA | 22603 | Transportation | 253118 |
| Winchester Printers Inc | |||||
| 212 Independence Dr | Winchester | VA | 22602 | Printing services | 204865 |
| Datatel Inc | |||||
| 4375 Fair Lakes Ct | Fairfax | VA | 220334234 | Software consulting | 178243 |
| Peter's Way Tour | |||||
| 25 S Service Rd Ste 240 | Jericho | NY | 11753 | Travel services | 128065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 24050 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 987337 | GovernmentGrants |
| All Other Contributions | 3161919 | AllOtherContributions |
| Noncash Contributions | 654768 | NoncashContributions |
| Total Contributions | 4173306 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 69899476 | 69899476 | 0 | $0 |
| Auxillary enterprises | 900099 | 9209951 | 0 | 1660344 | $7,549,607 |
| Ticket Sales | 900099 | 758351 | 0 | 0 | $758,351 |
| Student Service Commissions | 900099 | 214271 | 0 | 0 | $214,271 |
| Contract Income for Programs | 900099 | 195577 | 0 | 0 | $195,577 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 616692 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 44300 | UnrelatedBusinessRevenue |
| Exclusion | $572,392 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 80894318 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1215091 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,215,091 | 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 | 301530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $301,530 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 307903 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 114771 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193132 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 193132 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $193,132 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17190120 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16249751 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 940369 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 940369 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $940,369 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76751 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24050 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 51684 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25067 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25067 | 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) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87742813 | TotalRevenueColumn |
| Related Or Exempt Function Income | 69924543 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1704644 | UnrelatedBusinessRevenue |
| Exclusion | $11,940,320 | 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 | 16970097 | Total |
| Program Services | 16970097 | 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 | 1197844 | Total |
| Program Services | 616666 | ProgramServices |
| Management And General | 312076 | ManagementAndGeneral |
| Fundraising | 269102 | 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 | 33715320 | Total |
| Program Services | 28818384 | ProgramServices |
| Management And General | 4097842 | ManagementAndGeneral |
| Fundraising | 799094 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1876228 | Total |
| Program Services | 1580525 | ProgramServices |
| Management And General | 254589 | ManagementAndGeneral |
| Fundraising | 41114 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3145606 | Total |
| Program Services | 2548260 | ProgramServices |
| Management And General | 530313 | ManagementAndGeneral |
| Fundraising | 67033 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2486956 | Total |
| Program Services | 2119410 | ProgramServices |
| Management And General | 296453 | ManagementAndGeneral |
| Fundraising | 71093 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21910 | Total |
| Program Services | 6820 | ProgramServices |
| Management And General | 15090 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122724 | Total |
| Program Services | 1012 | ProgramServices |
| Management And General | 121712 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141441 | Total |
| Management And General | 141441 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35872 | Total |
| Program Services | 4037 | ProgramServices |
| Management And General | 31835 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316432 | Total |
| Program Services | 259222 | ProgramServices |
| Management And General | 56210 | ManagementAndGeneral |
| Fundraising | 1000 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2255437 | Total |
| Program Services | 1641030 | ProgramServices |
| Management And General | 520628 | ManagementAndGeneral |
| Fundraising | 93779 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5683773 | Total |
| Program Services | 5569213 | ProgramServices |
| Management And General | 107389 | ManagementAndGeneral |
| Fundraising | 7171 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1776092 | Total |
| Program Services | 1645592 | ProgramServices |
| Management And General | 115432 | ManagementAndGeneral |
| Fundraising | 15068 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1653648 | Total |
| Program Services | 1602738 | ProgramServices |
| Management And General | 50910 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4748546 | Total |
| Program Services | 4070653 | ProgramServices |
| Management And General | 677893 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 702360 | Total |
| Program Services | 261334 | ProgramServices |
| Management And General | 441026 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Meals/Room Charges | 2333602 | 2225476 | 70476 | 37650 |
| Contract Services | 1661170 | 1116181 | 425047 | 119942 |
| Equipment Rental | 1403613 | 668822 | 691331 | 43460 |
| Publications | 1136376 | 989012 | 110418 | 36946 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1783889 | Total |
| Program Services | 840384 | ProgramServices |
| Management And General | 908658 | ManagementAndGeneral |
| Fundraising | 34847 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85168936 | Total |
| Program Services | 73554868 | ProgramServices |
| Management And General | 9976769 | ManagementAndGeneral |
| Fundraising | 1637299 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5525 | BOY |
| EOY | 5425 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2583767 | BOY |
| EOY | 5635421 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100390 | BOY |
| EOY | 1098348 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1694503 | BOY |
| EOY | 1817780 | 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 | 3315900 | BOY |
| EOY | 3127224 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2285280 | BOY |
| EOY | 2083946 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 132438591 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37122550 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96806129 | BOY |
| EOY | 95316041 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40190396 | BOY |
| EOY | 44643550 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3553542 | BOY |
| EOY | 3606924 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152535432 | BOY |
| EOY | 157334659 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5513120 | BOY |
| EOY | 5562213 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2384487 | BOY |
| EOY | 2361094 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2102787 | BOY |
| EOY | 1945202 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41565991 | BOY |
| EOY | 40343563 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5839907 | BOY |
| EOY | 6876337 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3469490 | BOY |
| EOY | 3423787 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097724 | BOY |
| EOY | 1047656 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61973506 | BOY |
| EOY | 61559852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47890589 | BOY |
| EOY | 51239359 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19892972 | BOY |
| EOY | 21126907 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22778365 | BOY |
| EOY | 23408541 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90561926 | BOY |
| EOY | 95774807 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152535432 | BOY |
| EOY | 157334659 | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 486514 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 165512 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42490932 | BeginningOfYearBalance |
| Contributions | 1430793 | Contributions |
| Investment Earnings Or Losses | 4576620 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1321153 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 47177192 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49506512 | BeginningOfYearBalance |
| Contributions | 1104911 | Contributions |
| Investment Earnings Or Losses | -5210310 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2910181 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 42490932 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.5 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21 | 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 | 3116420 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8481834 | OtherCostOrOtherBasis |
| Book Value | 11598254 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4989790 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 83639137 | OtherCostOrOtherBasis |
| Depreciation | 18139052 | Depreciation |
| Book Value | 70489875 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 666917 | OtherCostOrOtherBasis |
| Depreciation | 325354 | Depreciation |
| Book Value | 341563 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 18323262 | OtherCostOrOtherBasis |
| Depreciation | 12592765 | Depreciation |
| Book Value | 5730497 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13221231 | OtherCostOrOtherBasis |
| Depreciation | 6065379 | Depreciation |
| Book Value | 7155852 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 95316041 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
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 |
|---|---|---|
| Funds Held in Trust by Others | 1433937 | F |
| Funds Restricted to Property Plant and Equipment | 1523460 | F |
| Various Other Investments | 649527 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3606924 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuity and Life Income Obligations | Description |
| Amount | $1,047,656 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1047656 | TotalOfAmounts |
| Total Revenue | 87742813 | TotalRevenue |
| Total Expenses | 85168936 | TotalExpenses |
| Excess Or Deficit For Year | 2573877 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2639004 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 2639004 | TotalAdjustments |
| Excess Or Deficit Per FS | 5212881 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 90574338 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2639004 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 26066 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 2665070 | RevenueNotRptdF990 |
| Revenue Subtotal | 87909268 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -166455 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -166455 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 87742813 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 85361457 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 26066 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 166455 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 192521 | ExpensesNotRptdF990 |
| Expenses Subtotal | 85168936 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 85168936 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The collections of Shenandoah University include paintings, drawings, prints, photographs, sculpture, historical items, and decorative arts. These items are on display throughout the University and for public exhibition. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The University has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the University must hold in perpetuity or for a donor-specified period(s) as well as board-designated funds. The objective of the endowment portfolio of the University is to achieve maximum total return, consistent with assuming a reasonable degree of risk. |
| SchD_P10_S00_L00 | Schedule D, Part X | The Financial Accounting Standards Board issued new guidance on accounting for uncertainty in income taxes. The University adopted this new guidance for the year ended June 30, 2010. Management evaluated the University's tax positions and concluded that the University had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. With few exceptions, the University is no longer subject to income tax examinations by the US federal, state or local tax authorities for tax years ending before 2007. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Fundraising and Rental expenses. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Fundraising and Rental expenses. |
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 | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | Shenandoah University includes a racially nondiscriminatory policy with all its brochures and publications. | 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 | Shenandoah University received contributions from various government agencies in the amount of $987,337 as indicated on Form 990, Part VIII, line 1e. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Educational programs | 24906 |
| East Asia and the Pacific | 0 | 0 | Program Services | Educational programs | 39159 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Educational programs and recruiting | 45136 |
| Middle East and North Africa | 0 | 0 | Program Services | Educational Programs | 49813 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Educational programs and recruiting | 10526 |
| South America | 0 | 0 | Program Services | Educational programs | 46285 |
| South Asia | 0 | 0 | Program Services | Educational programs | 7126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 222951 | TotalAmountSpent |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Raffle | NameOfEvent1 |
| Gross Receipts Event1 | 49257 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 4375 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 44882 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 11615 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 7008 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournament | NameOfEvent2 |
| Gross Receipts Event2 | 23753 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11700 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12053 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 3950 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 9363 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 27791 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 7975 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 19816 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 19748 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 100801 | GrossReceiptsTotal |
| Charitable Contributions Total | 24050 | CharitableContributionsTotal |
| Gross Revenue Total Events | 76751 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 11615 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3950 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 36119 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 51684 | DirectExpenseSummaryEvents |
| Net Income Summary | 25067 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| Awards/Grants | 114 | 14406 | 0 | Criteria of award or grant |
| Undergraduate and Graduate Need Based Scholarships | 842 | 2921212 | 0 | Determination based upon financial need |
| Undergraduate and Graduate Special Incentive | 259 | 1620912 | 0 | Based on criteria of defined scholarship |
| Undergraduate and Graduate Academic Scholarships | 1873 | 8682633 | 0 | Based on academic achievement |
| SEOG Grant | 456 | 222700 | 0 | Based on criteria of grant |
| Virginia CSAP & HETEP Scholarships | 33 | 62123 | 0 | Based on scholarship criteria |
| Graduate Assistantships | 46 | 236265 | 0 | Based on assistanship criteria |
| Graduate Fellowships | 1227 | 3209847 | 0 | Enrollment in an eligible graduate program |
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 | The process of packaging financial aid is the culmination of the total analysis of student need and the aid administration cycle. The process of preparation for packaging is completed accurately and confidentially to insure effective use of all aid funds available, as well as fair and equitable treatment of all applicants. | 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 |
| Compensation Committee | X | CompensationCommittee |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tracy Fitzsimmons | |||||||||||||
| 201597 | 0 | 0 | 0 | 57994 | 0 | 38946 | 0 | 17729 | 0 | 316266 | 0 | 0 | 0 |
| Bryon L Grigsby | |||||||||||||
| 138792 | 0 | 0 | 0 | 10359 | 0 | 21412 | 0 | 20729 | 0 | 191292 | 0 | 0 | 0 |
| Richard C Shickle Sr | |||||||||||||
| 156020 | 0 | 0 | 0 | 10829 | 0 | 23804 | 0 | 11121 | 0 | 201774 | 0 | 0 | 0 |
| Mitchell L Moore | |||||||||||||
| 115373 | 0 | 0 | 0 | 19276 | 0 | 10426 | 0 | 14625 | 0 | 159700 | 0 | 0 | 0 |
| Claressa M Morton | |||||||||||||
| 96949 | 0 | 0 | 0 | 3697 | 0 | 5417 | 0 | 7546 | 0 | 113609 | 0 | 0 | 0 |
| Alan B McKay | |||||||||||||
| 156352 | 0 | 0 | 0 | 12306 | 0 | 13784 | 0 | 13521 | 0 | 195963 | 0 | 0 | 0 |
| W Randy Boxx | |||||||||||||
| 116749 | 0 | 0 | 0 | 26821 | 0 | 11526 | 0 | 12522 | 0 | 167618 | 0 | 0 | 0 |
| Scott K Stolte | |||||||||||||
| 116633 | 0 | 0 | 0 | 9835 | 0 | 9786 | 0 | 9825 | 0 | 146079 | 0 | 0 | 0 |
| Mary Ann Kirkpatrick | |||||||||||||
| 109610 | 0 | 0 | 0 | 23501 | 0 | 10567 | 0 | 7905 | 0 | 151583 | 0 | 0 | 0 |
| Arthur F Harralson | |||||||||||||
| 119137 | 0 | 0 | 0 | 9592 | 0 | 10836 | 0 | 15729 | 0 | 155294 | 0 | 0 | 0 |
| Calvin H Allen Jr | |||||||||||||
| 117093 | 0 | 0 | 0 | 8062 | 0 | 10183 | 0 | 10521 | 0 | 145859 | 0 | 0 | 0 |
| James A Davis | |||||||||||||
| 120918 | 0 | 0 | 0 | 8824 | 0 | 20000 | 0 | 11112 | 0 | 160854 | 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 University provides a housing allowance and social club dues to key employees. The amount provided is included in their taxable wages. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Business Name Line2IssuerName/BusinessNameLine2 | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|---|
| Industrial Development Authority of | |||||||
| the City of Winchester | 521232253 | 973127BA0 | 1998-03-18 | 22245000 | Education facilities | 0 | 0 |
| Virginia Small Business Financing | |||||||
| Authority | 541300845 | 2004-11-01 | 1800000 | Education facilities | 0 | 0 | |
| Virginia College Building Authority | |||||||
| 541249154 | 027781DQ4 | 2006-11-16 | 21895000 | Education facilities | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 21987250 | 1355948 | 14431755 | 0 | 788450 | 0 | 5411097 | 1998 | 0 | 1 | 1 | 1 |
| 1800000 | 0 | 1763152 | 0 | 36000 | 848 | 0 | 2004 | 1 | 0 | 1 | 1 |
| 21851985 | 0 | 17160000 | 0 | 155985 | 0 | 4536000 | 2007 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 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 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| HSBC | |||||||
| 1 | 0 | 0 | 1 | 26.5 | 1 | 1 | 1 |
| (no name) | |||||||
| 0 | 0 | 0 | 0 | 0 | 1 | ||
| (no name) | |||||||
| 0 | 1 | 0 | 0 | 0 | 1 | ||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| H and W Construction Co | |||
| Officer serves as trustee | 250500 | Construction | 0 |
| Carolyn Coulson-Grigsby | |||
| Family member of officer | 56652 | Compensation | 0 |
| Mark A Turner | |||
| Family member of trustee | 54275 | Compensation | 0 |
| Mary Kay Hester | |||
| Family member of trustee | 38417 | Compensation | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1090 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 339 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 11200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 244972 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 390100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 350 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 41 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4617 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Educational Equipment | Description |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L33 | Identifier |
| Return Reference | Schedule M, Part I, Line 33 | ReturnReference |
| Explanation | Two noncash contributions for educational equipment were received and recorded as assets in the amount of $11,040 based on fair market value during the fiscal year. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L03 | Form 990, Part VI, Section A, Line 3 | A management company is used to manage and operate a disregarded entity of the University. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | Each trustee receives a copy of the Form 990 for review prior to the filing deadline. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | All key employees and trustees are asked to complete a conflict of interest questionnaire annually. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | A committee uses reviews and benchmarks to recommend the president's salary to the board. The board approves the president's salary each year. The president approves the salaries of the officers and key employees, which the board approves when passing the budget. |
| F990_P06_S0C_L17 | Form 990, Part VI, Section C, Line 17 | No state returns are required to be filed. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Documents will be provided upon request to the Business Office by phone at (540) 665-4514 or by e-mail at busoff@su.edu. |
| SchR_P01_S00_L00 | Schedule R, Part I | Income and end of year assets reported include the LLC, excluding its subsidiary. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| Shenandoah University Properties LLC | |||||||||
| 1460 University Dr | Winchester | VA | 22601 | Responsible for property held separately | VA | 0 | 0 | Shenandoah University | |
| Shenandoah Hotel Property LLC | |||||||||
| 1460 University Dr | Winchester | VA | 22601 | Maintains and oversees separately held properties | DE | 6299 | 8069332 | Shenandoah University Properties LLC | 263186765 |
| Hotel Management LC | |||||||||
| PO Box 2497 | Winchester | VA | 22604 | Operates hotel property | VA | 1097028 | 152002 | Shenandoah Hotel Property LLC | 262805054 |
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