EMORY & HENRY UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- EMORY & HENRY UNIVERSITY (EIN 54-0505892)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-14
- IRS object ID
- 201140459349301804
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-14T16:21:37-07:00 | 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 | 540505892 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMORY & HENRY COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EMOR | NameControl |
| Phone | 2769446814 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1 |
| City | EMORY | City |
| State | VA | State |
| ZIP Code | 243270947 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIRK WILMOTH | Name |
| Title | VP FOR BUSINESS & FINANCE | Title |
| Phone | 2769446814 | Phone |
| Date Signed | 2011-02-11 | 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 | ROSALIND REICHARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1 |
| City | EMORY | City |
| State | VA | State |
| ZIP Code | 24327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39844943 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.ehc.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1839 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | As a college recognized nationally as a place that changes lives and as a place committed to community engagement, Emory & Henry College continued to create positive social change during the academic year. Healthy, just, and sustainable living continued to be a focus. The development of values and skills to make decisions that will improve the quality of life without jeoparding the future of our planet continued, as well. Emory & Henry College was honored with the Presidential Award for Service Learning, the highest national recognition for community service and service learning. Newsweek ranked Emory & Henry College No. 4 among all institutions in the nation in providing effective community service and service learning. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 825 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5914513 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4992790 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27311231 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29486442 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5625147 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5122737 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38850891 | TotalRevenuePriorYear |
| Total Revenue Current Year | 39601969 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10787175 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12260608 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13493660 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13522742 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 575115 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11312003 | OtherExpensePriorYear |
| Other Expenses Current Year | 11150586 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35592838 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36933936 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3258053 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2668033 | RevenuesLessExpensesCY |
| Total Assets BOY | 147616360 | TotalAssetsBOY |
| Total Assets EOY | 158036620 | TotalAssetsEOY |
| Total Liabilities BOY | 22602180 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27325124 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 125014180 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 130711496 | NetAssetsOrFundBalancesEOY |
| Mission Description | Emory & Henry College is a learning community in pursuit of excellence, engaging a diverse group of well-qualified men and women in educational experiences in which students confront historical and contemporary ideas and issues, and develop the ability to think critically about all areas of human experience. These educational experiences lead to lives of service, productive careers and global citizenship. Emory & Henry strives to provide the highest quality liberal arts education, combining tradition and innovation as it transforms lives and creates positive social change in our region, our nation, and our world. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 23370385 | Expense |
| Grants | 12260608 | Grants |
| Revenue | 22356503 | Revenue |
| Description | Emory & Henry College provided formal instruction and related academic support for such instruction to 877 full-time equivalent students toward the fulfillment of Bachelor of Science and Bachelor of Art degrees in over 50 fields of study. Student financial aid was provided to nearly every student through a variety of scholarships and grants, supporting the pursuit of degrees. Formal classroom instruction was provided by approximately 75 full-time teaching faculty members. The faculty-student ratio is approximately 1:11, providing for personalized attention and small class enrollments. To assist the instruction programs of the College and to support the academic success of all students, academic services were provided through the library, academic computing, the Powell Resource Center (providing tutors, skill development, workshops, academic counseling, career services, personal counseling services, and academic accommodations for students with documented disabilities), and the Office of the Academic Dean. Quantitative Literacy and Writing Labs are made available to students on an ongoing basis. Academic Highlights of academic accomplishments for the year include: initiation of the new Core Curriculum, initiation of the new Honors Program, initiation of the new Master's Program in Community and Organizational Leadership, and expansion of the WEHC Radio Station which is an important, integrated part of the Mass Communications curriculum. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4809228 | Expense |
| Revenue | 6897197 | Revenue |
| Description | Auxiliary services were provided to all students. Nearly 700 students were provided housing and meals. Based on the recommendation of a Student Housing Taskforce, new dorm construction was initiated to provide new housing options for over 100 beds. Utilization of the new Campus OneCard System continued to expand, providing more flexibility and additional student services. Books, art and school supplies, and essential grocery and health products were provided through the campus bookstore and mercantile for the convenience of the students. New options were made available to students through the meal plans, offering additional selections and healthier choices. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4624755 | Expense |
| Revenue | 232742 | Revenue |
| Description | Various services were provided to students through many programs and offices, including athletics, intramural sports, the Martin Brock Student Center, Admissions and Financial Aid, the Registrar, the Student Health Center, the Appalachian Center for Coummunity Service, the Bonner program, and the Office of the Dean of Students. 891 students received some form of financial aid through scholarships and grants, providing them the opportunity to pursue a higher education. Many of those students also qualified to work on campus and by doing so, earned valuable work experiences while learning. Additional opportunities were provided to all students for community service which included a variety of service projects. Programs continue in which students partner with local communites and schools to provide needed services through the use of student volunteers. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 32804368 | 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 | 1 | 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 | 1 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 50 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 825 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | 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 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMORY & HENRY COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2769446814 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 947 | AddressLine1 |
| City | Emory | City |
| State | VA | State |
| ZIP Code | 243270947 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Dr Eugene M Bane Jr | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Sarah Blakemore Drummond-Schell | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Bishop James E Swanson Sr | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Dr Douglas K Armbrister | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Robert H Feagins | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Major R Warner Jr | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| F Winton Lackey | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| O Wayland Overstreet | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Barbara Creasy Polly | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Elizabeth Maiden Mahaffey | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| James H Brooks | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| William L Wolfe II | ||||||
| Board Vice Chairman | 1.75 | X | 0 | 0 | 0 | |
| Leslie I Prillaman Jr | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Rev Dr William S Rodgers | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Hobart G Cawood | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| John E Eldridge | ||||||
| Board Chairman | 1.75 | X | 0 | 0 | 0 | |
| Dr Robert F Harman | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Rev Thomas L Joyce | ||||||
| Board Member | 1.75 | X | 0 | 0 | 0 | |
| David Lester | ||||||
| Board Member | 1.75 | X | 0 | 0 | 0 | |
| Rev Eugene H Lovell Jr | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Hal P McHorris | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Dr Emmett V Richardson | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Jennie Pruner Smith | ||||||
| Board Secretary | 1.75 | X | 0 | 0 | 0 | |
| Katherine Greer Andrew | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Paul A Powell Jr | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Joseph F Ellis | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Carolee J Bondurant | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Jeoffrey B Bodenhorst | ||||||
| Board Member | 1.75 | X | 0 | 0 | 0 | |
| Thomas D McGlothlin | ||||||
| Board Member | 1.75 | X | 0 | 0 | 0 | |
| William B Pendleton | ||||||
| Board Treasurer | 1.75 | X | 0 | 0 | 0 | |
| Donna Proffit Vaughn | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| David S Hawsey | ||||||
| Vice President | 40 | X | 106039 | 0 | 34040 | |
| Jane Hicks Harter | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| T Rick Hughes | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Ann Grim Sparger | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Robert Denny Tucker | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Rev R Michael Hubble | ||||||
| Board Member | 0.75 | X | 0 | 0 | 0 | |
| Rosalind Reichard | ||||||
| President | 40 | 219003 | 0 | 64746 | X | |
| Dirk Wilmoth | ||||||
| Vice President | 40 | 104411 | 0 | 44240 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 429453 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 143026 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | 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 Inc & Affilifates | |||||
| PO BOX 536922 | ATLANTA | GA | 303536922 | Food Services, Project Management Services | 2468875 |
| BurWil Construction Company | |||||
| BOX 637 | BRISTOL | TN | 37621 | Construction Contractor | 636240 |
| United Healthcare Plan | |||||
| PO BOX 88832 | CHICAGO | IL | 606951832 | Employee Medical Plan Contract | 1286010 |
| Craig Gaulden and Davis Inc | |||||
| 19 WASHINGTON PARK | GREENVILLE | SC | 29602 | ARCHITECTURE SERVICES | 346014 |
| Jan Krukowski & Company Generation | |||||
| 55 WASHINGTON ST | BROOKLYN | NY | 11201 | COMMUNICATIONS & DESIGN | 395065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 119871 | GovernmentGrants |
| All Other Contributions | 4872919 | AllOtherContributions |
| Noncash Contributions | 265463 | NoncashContributions |
| Total Contributions | 4992790 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | 22356503 | 22356503 | 0 | $0 |
| Sales & Services from Educational Auxiliaries | 611310 | 6897197 | 6897197 | 0 | $0 |
| Sales & Services, Educational Other | 611310 | 232742 | 232742 | 0 | $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 | 29486442 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5125248 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5125248 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 240463 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 242974 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2511 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2511 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2511 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39601969 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34609179 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12260608 | Total |
| Program Services | 12260608 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383609 | Total |
| Program Services | 383609 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10597509 | Total |
| Program Services | 8897184 | ProgramServices |
| Management And General | 1354070 | ManagementAndGeneral |
| Fundraising | 346255 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416785 | Total |
| Program Services | 342921 | ProgramServices |
| Management And General | 59307 | ManagementAndGeneral |
| Fundraising | 14557 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1374549 | Total |
| Program Services | 1057227 | ProgramServices |
| Management And General | 288006 | ManagementAndGeneral |
| Fundraising | 29316 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750290 | Total |
| Program Services | 635598 | ProgramServices |
| Management And General | 89306 | ManagementAndGeneral |
| Fundraising | 25386 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646 | Total |
| Management And General | 646 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78010 | Total |
| Management And General | 78010 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142937 | Total |
| Program Services | 53001 | ProgramServices |
| Management And General | 89625 | ManagementAndGeneral |
| Fundraising | 311 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48685 | Total |
| Program Services | 8779 | ProgramServices |
| Management And General | 39906 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1427379 | Total |
| Program Services | 1219467 | ProgramServices |
| Management And General | 124546 | ManagementAndGeneral |
| Fundraising | 83366 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328913 | Total |
| Program Services | 154243 | ProgramServices |
| Management And General | 174670 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3954110 | Total |
| Program Services | 3686108 | ProgramServices |
| Management And General | 268002 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410970 | Total |
| Program Services | 361647 | ProgramServices |
| Management And General | 18571 | ManagementAndGeneral |
| Fundraising | 30752 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522536 | Total |
| Program Services | 365715 | ProgramServices |
| Management And General | 129947 | ManagementAndGeneral |
| Fundraising | 26874 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678740 | Total |
| Program Services | 525420 | ProgramServices |
| Management And General | 153320 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2367547 | Total |
| Program Services | 1928028 | ProgramServices |
| Management And General | 439519 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198227 | Total |
| Program Services | 171940 | ProgramServices |
| Management And General | 26287 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Publications | 285775 | 241434 | 42310 | 2031 |
| Memberships/Dues | 150157 | 98886 | 50511 | 760 |
| WEHC Radio | 108469 | 108469 | 0 | 0 |
| I-Hey Athletics | 101409 | 101409 | 0 | 0 |
| Field Biology Study | 44629 | 44629 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301447 | Total |
| Program Services | 158046 | ProgramServices |
| Management And General | 127894 | ManagementAndGeneral |
| Fundraising | 15507 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36933936 | Total |
| Program Services | 32804368 | ProgramServices |
| Management And General | 3554453 | ManagementAndGeneral |
| Fundraising | 575115 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53412 | BOY |
| EOY | 49250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14106341 | BOY |
| EOY | 14502252 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3677661 | BOY |
| EOY | 4294653 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1141671 | BOY |
| EOY | 970369 | 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 | 1308956 | BOY |
| EOY | 1186132 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375405 | BOY |
| EOY | 376110 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247320 | BOY |
| EOY | 193466 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 86908474 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28917318 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52317544 | BOY |
| EOY | 57991156 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52833634 | BOY |
| EOY | 53928664 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15579134 | BOY |
| EOY | 18094408 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1258070 | BOY |
| EOY | 1408070 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4717212 | BOY |
| EOY | 5042090 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147616360 | BOY |
| EOY | 158036620 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1515315 | BOY |
| EOY | 1705964 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 970916 | BOY |
| EOY | 956461 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170006 | BOY |
| EOY | 149753 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14452500 | BOY |
| EOY | 19067500 | 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 | 2750000 | BOY |
| EOY | 2250000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2743443 | BOY |
| EOY | 3195446 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22602180 | BOY |
| EOY | 27325124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37930101 | BOY |
| EOY | 36835146 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46155903 | BOY |
| EOY | 52487915 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40928176 | BOY |
| EOY | 41388435 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125014180 | BOY |
| EOY | 130711496 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147616360 | BOY |
| EOY | 158036620 | 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 | 66842675 | BeginningOfYearBalance |
| Contributions | 313223 | Contributions |
| Investment Earnings Or Losses | 8368756 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3919418 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 71605236 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 84383239 | BeginningOfYearBalance |
| Contributions | 1939474 | Contributions |
| Investment Earnings Or Losses | -15544879 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3935159 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 66842675 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1106878 | OtherCostOrOtherBasis |
| Book Value | 1106878 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 71480046 | OtherCostOrOtherBasis |
| Depreciation | 18044730 | Depreciation |
| Book Value | 53435316 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13936873 | OtherCostOrOtherBasis |
| Depreciation | 10872588 | Depreciation |
| Book Value | 3064285 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 384677 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 384677 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 57991156 | 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 (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Alternatives | 11663487 | F |
| Diversified Inflation Hedge | 6430921 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18094408 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment Property | Description |
| Book Value | 1408070 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1408070 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deferred Loan Costs, Net of Accumulated Amortization | 222792 |
| Funds Held in Trust by Others | 4819298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5042090 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Amounts Held on Behalf of Others | $58,763 |
| Annuity & Trust Obligations | $1,184,860 |
| FMV of Interest Rate Swap Agreements | $1,951,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3195446 | TotalOfAmounts |
| Total Revenue | 39601969 | TotalRevenue |
| Total Expenses | 36933936 | TotalExpenses |
| Excess Or Deficit For Year | 2668033 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3144433 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$115,150 | OtherAmount |
| Total Adjustments | 3029283 | TotalAdjustments |
| Excess Or Deficit Per FS | 5697316 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30896852 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3144433 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -115150 | OtherRevenues |
| Revenue Not Rptd F990 | 3029283 | RevenueNotRptdF990 |
| Revenue Subtotal | 27867569 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 11734400 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11734400 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 39601969 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25199536 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25199536 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 11734400 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11734400 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 36933936 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The endowment consists of approximately 400 individual funds, the majority of which support students directly through various scholarships. Approximately 60 of the funds provide support to program services for professorships, program chairs, lectureships, faculty travel and research, and other academic program expenses. A few funds are restricted and are used to subsidize various programs and projects of the College. |
| SchD_P10_S00_L00 | Schedule D, Part X | The College is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue code. (There is no reference to FIN 48). |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in Funds Held in Trust 300,638 Change in Fair Value of Swaps (437,778) Other 21,990 |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Change in Funds Held in Trust 300,638 Change in Fair Value of Swaps (437,778) Other 21,990 |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Financial Aid 11,734,400 |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Financial Aid 11,734,400 |
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 | Emory & Henry College publicizes the following statement: Emory & Henry College does not discriminate on the basis of race, color, national origin, religion, sex, sexual orientation, or physical handicap in administration of its educational policies, hiring policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs. Emory & Henry college affirms the dignity and worth of every individual. | 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 | Funds are received from the Virginia Department of Taxation for student financial aid under the Virginia Tuition Assistance Grant program. Funds are also received under various Federal Student Financial Aid Programs, including Federal Work-Study, Federal Pell Grants, Federal Supplemental Educational Opportunity Grants, Federal Perkins Loans, Federal Family Education Loans, Teacher Education Assistance for College and Higher Education, and National Science and Mathematics Access to Retain Talent Grants, and Academic competitiveness Grants. A limited amount of Federal Title III monies are also received for certain grant periods. | 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 (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| Grants and scholarships to students to assist with the cost of attendance to Emory & Henry College while pursuing a variety of bachelor of arts and science degrees. The cost of attendance includes tuition, room, board, books and other living expenses. | 891 | 11734400 | 0 | Book Value. |
| Grants to faculty and students to aid with research expenses, travel expenses, and supplies and equipment in various academic areas. | 150 | 526208 | 0 | Book Value |
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 | Emory & Henry College maintains complete records for the grants and scholarships provided to all individuals. Those records indicate the criteria used to award the grants, documentation supporting the grantee's eligibility of the award, and substantiation for the amounts awarded. Documentation is also maintained as to when and how the funds are utilized. Where appropriate, periodic reports are prepared, summarizing the allocation of funds and a reconciliation of the amouns spent for each grant and scholarship. The College employs individuals whose primary responsibilites are to oversee the process of distributing financial grants and scholarships. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Rosalind Reichard | NamePerson |
| Base Compensation Filing Org | 219003 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 64746 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 283749 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 276315 | CompReportPrior990FilingOrg |
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 | Housing for presonal use is provided to the President of the College, as well as housekeeping and maintenance services. The amounts are not reported as taxable compensation. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|
| IDA of the Town of Saltville VA | |||||
| 541090126 | 2003-08-26 | 5200000 | Refinance 1993 Bonds | 0 | 0 |
| IDA of Washington County Va | |||||
| 521324605 | 2004-12-22 | 5000000 | Campus Energy Savings Project | 0 | 0 |
| IDA of Washington County Va | |||||
| 521324605 | 2005-12-23 | 2500000 | Construction of 2 Student Housing Units | 0 | 0 |
| IDA of Washington County Va | |||||
| 521324605 | 2006-12-22 | 10000000 | Renovation of 2 Education Classroom & Administration Buildings | 0 | 0 |
| IDA of Washington County Va | |||||
| 521324605 | 2009-12-30 | 5500000 | Construction of Student Housing | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5200000 | 0 | 0 | 0 | 0 | 0 | 0 | 2003 | 1 | 0 | 1 | 1 |
| 5000000 | 0 | 0 | 0 | 19856 | 0 | 4980144 | 2006 | 0 | 0 | 1 | 1 |
| 2500000 | 0 | 0 | 0 | 50000 | 0 | 2450000 | 2007 | 0 | 0 | 1 | 1 |
| 10000000 | 0 | 0 | 0 | 75000 | 0 | 9925000 | 2008 | 0 | 0 | 1 | 1 |
| 5500000 | 0 | 0 | 0 | 41636 | 0 | 5458364 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (5 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 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (5 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 |
|---|---|---|---|---|---|---|
| Bank of America | ||||||
| 1 | 1 | 1 | 20 | 0 | 1 | 0 |
| (no name) | ||||||
| 1 | 0 | 0 | 0 | 0 | 1 | |
| Bank of America | ||||||
| 1 | 1 | 1 | 20 | 0 | 1 | 0 |
| BB&T | ||||||
| 0 | 1 | 1 | 20 | 0 | 0 | 1 |
| (no name) | ||||||
| 0 | 1 | 0 | 0 | 0 | 1 | |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 240463 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Quotes | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Appraisal | 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 | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | Real Estate agents are utilized in the sale of property. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L02 | Form 990, Part III, Line 2 | 1 - Implementation of a new Core Curriculum was introduced during the 2010 academic year. It includes courses that each student takes as a foundation for and enhancement to a disciplinary curriculum. The core courses integrate knowledge drawn from the disciplines to create a meld of thinking, learning, and knowledge. They serve as models for study in the disciplines and lifelong learning after college. The courses emplasize, in different degrees, proficiency in writing, speaking, numeracy, critical thinking, and ethical reasoning. Engaging the Liberal Arts (ETLA) expresses the overarching goal of each of these courses. 2 - A new Master's degree program in Community and Organizational Leadership was initiated with its first class. The 36-hour program will equip early and mid-career professionals with the skills necessary for them to be more effective leaders within communities and organizations; to offer an interdisciplinary approach to questions and issues of leadership and community development in both the public and private sectors, for proactive leadership focused on building communities. 3 - A new Honors Program was initiated for students who want an academic experience even more challenging than the traditional Emory & Henry College experience. These students are offered competitive academic, co-curricular, and service opportunities. Honors Scholars take their academic and/or artistic interests to exceptional levels of achievement both in and out of the classroom. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The completed Form 990 is reveiwed by the President, VP for Business & Finance, and members of the Business Affairs Committee (formerly the Budget/Audit Committee) of the Board of Trustees. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | All Board members, the President, and the Vice Presidents of the College are required to complete a Conflict of Interest Questionnaire on an annual basis. The Questionnaire is designed to disclose any conflict of interest so that the Board can address directly and immediately. If, at any time during the fiscal year, a questionable relationship arises, the Executive Committee will address immediately. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Board of Trustees Executive Committee conducts a reveiw annually of the President's performance and reports the results to the full Board. The Committee develops appropriate recommendations for consideration by the full Board. Comparable data is compiled from Forms 990 and other college and university organizations and publications for purpose of determining appropriate levels of salaries and benefits. The Human Resources Manager and the President compile comparable information in regard to other officers of the College and the President makes adjustments as appropriate and as fiscally responsible budgets will allow. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Emory & Henry College makes its governing documents, conflict of interest policy, and copies of the complete Form 990 available to the public upon request. The Form 990 is also available for public inspection on a public website. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Byars & Wiley LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 947 | AddressLine1 |
| City | Emory | City |
| State | VA | State |
| ZIP Code | 24327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262421163 | EIN |
| Primary Activity | Rental Real Estate | PrimaryActivity |
| Legal Domicile State | VA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Unrelated | PredominantIncomeType |
| Share Of Total Income | -1313977 | ShareOfTotalIncome |
| Share Of EOY Assets | -1313879 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | 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 (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Byars & Wiley LLC | |
| i | 2072902 |
| Byars & Wiley LLC | |
| j | 732144 |
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