2011-05-03T12:18:10-05:00 2010-06-30 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2009-07-01 344428219 HEIDELBERG UNIVERSITY HEID 4194482517 310 EAST MARKET ST TIFFIN OH 448832462 RICK RAYMOND 2011-04-12 true Joyce A Dulworth 2604604000 2009 2016-02-24 21:20:13Z ROBERT HUNTINGTON 310 EAST MARKET STREET TIFFIN OH 44883 55016719 false X WWW.HEIDELBERG.EDU X 1850 OH HEIDELBERG UNIVERSITY IS A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. 28 26 679 27 5410 5547188 5054424 33505457 35375915 -3882743 1408786 602295 346257 35772197 42185382 10346087 11515563 0 0 15070735 16106106 0 0 737747 13085421 11754132 38502243 39375801 -2730046 2809581 89826724 94603071 24588352 24168214 65238372 70434857 HEIDELBERG UNIVERSITY'S MISSION AND PROGRAMS ARE FIRMLY ROOTED IN LIBERAL ARTS WITH INNOVATIVE COURSEWORK IN SCIENCES, GLOBAL EDUCATION, BUSINESS AND RELATED GRADUATE-LEVEL PROGRAMS. QUALITY EDUCATION, SERVICES TO STUDENTS, A CLOSE PERSONAL LIVING ENVIRONMENT AND STRONG VALUES-CENTERED PHILOSOPHY ARE HALLMARKS OF A HEIDELBERG EDUCATION. false false 35047806 11515563 35767412 Faculty Instruction for 1,605 Full and Part Time Students seeking degrees from Heidelberg. Student Services provided to our 1,605 full and part time students. These services include Athletics, Financial Aid, Admissions Office and services to our resident students. Auxiliary Services to our approximately 866 resident student Services include Room and Board as well as our bookstore. 35047806 true true false false false false true false true true true false true true true false false false true false false false true true false false false false false true false false true false false false false false false false false true 73 0 true 679 true true true true GM false false false true true false false false 28 26 false false false false false false false true true false false true true true true true true true true false X MIKE FEHLEN 4194482517 310 E MARKET ST TIFFIN OH 44883 JOHN Q ADAMS 2.0 X 0 0 0 DAVID DRAKE DDS 2.0 X 0 0 0 GARY BRYENTON ESQ 2.0 X 0 0 0 SONDRA LIBMAN 2.0 X X 0 0 0 ROGER MCMANUS 2.0 X 0 0 0 LEE SHOBE 2.0 X 0 0 0 CHARLES COLE 2.0 X 0 0 0 WILLIAM LANDESS 2.0 X 0 0 0 ERNEST ESTEP MD 2.0 X 0 0 0 ANTHONY PARADISO 2.0 X X 0 0 0 REV RALPH QUELLHORST 2.0 X X 0 0 0 STEVE SHUFF 2.0 X 0 0 0 KAREN L GILLMOR PHD 2.0 X 0 0 0 THEODORE HIERONYMUS 2.0 X 0 0 0 SUSAN WOLF MD PHD 2.0 X 0 0 0 MELVIN JONES 2.0 X 0 0 0 ANDREW KALNOW 2.0 X 0 0 0 ELIZABETH SMITH 2.0 X X 0 0 0 SANDRA SOLARO 2.0 X 0 0 0 VICTOR STRIMBU ESQ 2.0 X 0 0 0 WADE YOUNG MD 2.0 X 0 0 0 MICHAEL KERSCHNER 2.0 X 0 0 0 PAUL M BROWN 2.0 X 0 0 0 RALPH TALMAGE 2.0 X X 0 0 0 BOB YOUNGBLOOD 2.0 X 0 0 0 JOHN KRATZ 2.0 X 0 0 0 DUDLEY STEPHAN 2.0 X 0 0 0 ROBERT HUNTINGTON 40.0 X X 99246 0 30434 DUSTIN BRENTLINGER 40.0 X 51037 0 6545 THANDABANTU MACEO 40.0 X 93929 0 17626 JIM TROHA 40.0 X 166897 0 21555 DAVID WEININIGER 40.0 X 103765 0 18427 RICHARD RAYMOND 40.0 X 108374 0 18113 623248 0 112700 3 false true false ARAMARK CAMPUS SERVICES 310 E MARKET ST TIFFIN OH 44883 CAFETERIA MANAGEMENT 3096239 THOMAS MARKER CONSTRUCTION 2084 US 68 S BELLEFONTAINE OH 43311 CONSTRUCTION 2420386 CSI CONSTRUCTION 13860 TOWNSHIP ROAD 42 CAREY OH 43316 CONSTRUCTION 177616 BDHP ARCHITECTURE 302 W 3RD ST SUITE 500 CINCINNATI OH 45202 ARCHITECT FEES 233985 TRAVELERS INSURANCE CO 221 S CHURCH ST BOWLING GREEN OH 43402 INSURANCE 197358 13 6490 92461 4955473 781622 5054424 TUITION AND FEES 900099 27124415 27124415 RESIDENCE HALLS 611710 3853948 3853948 FOOD SERVICE 611710 4096641 4096641 CONFERENCE REVENUE 611710 189964 189964 DEPARTMENTAL SERVICES REVENUE 611710 73212 73212 37735 37735 35375915 831889 5410 826479 0 0 24273 24273 24273 24273 12577639 293998 12070255 224485 507384 69513 576897 69513 507384 24824 6490 11072 13752 13752 0 724861 525525 199336 199336 MISCELLANEOUS 611710 108896 108896 108896 42185382 35767412 5410 1358136 0 11515563 11515563 0 0 623248 517296 81022 24930 0 11903643 10066212 1406187 431244 751997 607224 118145 26628 1958557 1501879 389943 66735 868661 809633 23524 35504 0 56344 18364 37980 0 94045 0 94045 0 0 0 126238 0 126238 0 3904670 3719779 148936 35955 197263 149945 44021 3297 2070767 1411945 614349 44473 165925 164817 258 850 0 1786490 1699603 63888 22999 468791 385885 44555 38351 0 93469 78888 12194 2387 678497 610647 67850 0 0 1487817 1349392 138425 0 272492 272492 MISCELLANEOUS 351324 168242 178688 4394 39375801 35047806 3590248 737747 6600 6600 4245655 4908146 3490598 2521784 1027657 946382 2373401 2404952 143540 135027 455647 473702 79808533 31055177 46406793 48753356 27173437 29813485 71770 71770 4431626 4567867 89826724 94603071 4177600 4256806 954197 976998 16675000 15725000 902531 1261063 1879024 1948347 24588352 24168214 X 19975143 24935730 17946794 16793933 27316435 28705194 65238372 70434857 89826724 94603071 X false true true X true true X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30740 X X X false 23339625 1314636 3014770 745100 728943 26194988 32050790 223133 -7158328 784388 991582 23339625 1.00000 false false 1611914 1611914 50443500 23624371 26819129 22916122 7430807 15485315 4836998 4836998 48753356 RECEIVABLE FROM CRT 961708 INTEREST IN PERPETUAL TRUSTS 3606159 4567867 0 DEPOSITS AND FUNDS HELD 175398 ADVANCES FOR FEDERAL LOANS 1772949 1948347 42185382 39375801 2809581 2280050 106854 2386904 5196485 33467082 2280050 643451 2923501 30543581 11641801 11641801 42185382 28270597 536597 536597 27734000 11641801 11641801 39375801 PART XI, LINE 8 OTHER CHANGE IN VALUE OF SPLIT INTEREST RATE AGREEMENTS $106,854 RECONCILIATION - REVENUE REVENUE PER FINANCIAL STATEMENTS 33,467,082 UNREALIZED GAIN (2,280,050) COST OF GOODS SOLD (525,525) CHANGE IN VALUE OF SPLIT INTEREST RATE AGREEMENTS (106,854) SPECIAL EVENTS (11,072) STUDENT AID 11,515,563 INVESTMENT FEES 126,238 REVENUE PER TAX RETURN 42,185,382 RECONCILIATION - EXPENSES EXPENSES PER FINANCIAL STATEMENTS 28,270,597 COST OF GOODS SOLD (525,525) SPECIAL EVENTS (11,072) STUDENT AID 11,515,563 INVESTMENT FEES 126,238 EXPENSES PER TAX RETURN 39,375,801 ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 340 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PERMANENTLY RESTRICTED NET ASSETS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT INSTRUCTION, ACADEMIC SUPPORT, SCHOLARSHIPS, FACILITIES, AND OTHER ACTIVITIES OF THE ORGANIZATION. FIN 48 FOOTNOTE THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE ADDRESSING THE ADOPTION OF FIN 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. true true true THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS AFFIRMATIVE ACTION STATEMENT IN COLLEGE PUBLICATIONS AND SOLICITATIONS true true true true false false false false false false false false true false HEIDELBERG UNIVERSITY RECEIVES FINANCIAL AID AND GOVERNMENT GRANTS, SUCH AS THE PELL GRANT, STAFFORD LOAN, PARENT LOAN FOR UNDERGRADUATE STUDENTS, AND PERKINS LOAN. true true Europe (Including Iceland and Greenland) 1 2 Program Services RECRUITING PROGRAM 543183 1 2 543183 MONITORING THE USE OF GRANT FUNDS HEIDELBERG PARTICIPATES IN THE AMERICAN JUNIOR YEAR PROGRAM THROUGH WHICH THE UNIVERSITY PARTNERS WITH A SCHOOL IN GERMANY TO RECRUIT STUDENTS. HEIDELBERG RECEIVES TUITION REVENUE FROM STUDENTS RECRUITED THROUGH THIS PROGRAM. GOLF OUTING 31314 6490 24824 3985 4985 2102 0 31314 6490 24824 3985 4985 2102 11072 13752 true SCHOLARSHIPS 1120 11515563 MONITORING GRANT FUNDS FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID DEPARTMENT AND CREDITED DIRECTLY TO THE STUDENT ACCOUNT. EACH STUDENT APPLIES FOR FINANCIAL AID BY FILLING OUT A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THE AWARD IS BASED ON THE INFORMATION PROVIDED IN THIS APPLICATION. STUDENTS CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. THERE IS AN AWARD ELIGIBILITY CALCULATOR AVAILABLE ON THE HEIDELBERG WEBSITE TO SEE IF YOU QUALIFY. X true true X X X false false false false false false false false false JIM TROHA 166897 0 0 0 0 0 11201 0 10354 0 188452 0 COMPENSATION INFORMATION A HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT, WHICH IS A TAXABLE BENEFIT REPORTED ON THE W-2. ALPHA CAPITAL FUND III LP >35% OWNED ANDREW KALNOW 162588 INVESTMENT IN PARTNERSHIP false X 21 881622 FMV ON DATE OF GIFT false true true SCHEDULE M THE UNIVERSITY USES ROSS SINCLAIRE & ASSOCIATES LLC TO LIQUIDATE STOCK GIFTS RECEIVED. PART VI GOVERNANCE, MANAGEMENT & DISCLOSURE GOVERNING BODY AND MANAGEMENT LINE 1B: ROBERT HUNTINGTON IS A BOARD MEMBER AND EMPLOYEE OF HEIDELBERG UNIVERSITY. QUESTION 11B: THE CONTROLLER PERFORMS A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. QUESTION 12C: A QUESTIONNAIRE IS PROVIDED TO TRUSTEES AND KEY EMPLOYEES ANNUALLY. ANY CONFLICTS ARE REVIEWED BY THE PRESIDENT OF THE UNIVERSITY AND PRESIDENT OF THE BOARD OF DIRECTORS. ANYONE WITH A CONFLICT WOULD NOT BE ALLOWED TO PARTICIPATE IN BOARD OF TRUSTEE DELIBERATIONS OR DECISIONS REGARDING THE TRANSACTION GIVING RISE TO THE CONFLICT. QUESTION 15A: SALARIES FOR VICE PRESIDENTS AND ADMINISTRATORS ARE BASED ON COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES SALARY SURVEY DATA, PEER AND ASPIRANT SCHOOLS, AS WELL AS, OHIO ATHLETIC CONFERENCE SCHOOLS ARE USED AS A BASIS FOR SALARY COMPARISONS. THE PRESIDENT REVIEWS THE DATA AND DETERMINES COMPENSATION ACCORDINGLY. TO DETERMINE THE COMPENSATION FOR THE PRESIDENT, AN OUTSIDE CONSULTANT WAS HIRED FOR THE INITIAL HIRING PROCESS. IN ADDITION, A COMPARABILITY STUDY WAS PERFORMED USING THE DATA PROVIDED BY CUPA. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION AND DETERMINES COMPENSATION ACCORDINGLY. QUESTION 19: THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AT WWW.HEIDELBERG.EDU. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.