2026-03-20T07:23:30+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-07-01 340714687 University of Mount Union UNIV 3308236572 1972 CLARK AVE ALLIANCE OH 44601 PARICK D HEDDLESTON SENIOR VP & CFO 3308236572 2026-03-20 true true Lauren Denton P01571860 2604604000 2026-03-20 2024 2025-03-06 01:10:19Z PATRICK D HEDDLESTON 1972 CLARK AVE ALLIANCE OH 44601 120370270 false X WWW.MOUNTUNION.EDU X 1846 OH WITH APPROXIMATELY 45 UNDERGRAD MAJORS AND OVER 50 MINORS TO CHOOSE FROM, AS WELL AS MASTER'S AND DOCTORAL PROGRAMS, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSES. 36 36 1445 160 -29480 0 4324510 10307346 84372105 95005913 8696528 14565225 40424 457589 97433567 120336073 35948790 41649945 0 37609055 36637979 17364 18233 2205177 26698421 28878130 100273630 107184287 -2840063 13151786 328452670 343621500 22907617 21247143 305545053 322374357 THE UNIVERSITY AFFIRMS THE INSTITUTION'S MISSION TO PREPARE STUDENTS FOR FULFILLING LIVES, MEANINGFUL WORK AND RESPONSIBLE CITIZENSHIP. THE UNIVERSITY OF MOUNT UNION OFFERS UNDERGRADUATE AND GRADUATE DEGREES IN A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION. false false 81329508 41649945 79329650 THE LARGEST PROGRAM SERVICE IS UNDERGRADUATE AND GRADUATE EDUCATION BACHELOR'S DEGREES IN ARTS, MUSIC, MUSIC EDUCATION AND SCIENCE ARE OFFERED. THERE ARE 46 MAJORS INCLUDING BUSINESS ADMINISTRATION, EDUCATION, AND SPORTS BUSINESS. MASTER'S DEGREES IN PHYSICIAN ASSISTANT STUDIES, EDUCATIONAL LEADERSHIP, AND BUSINESS ADMINISTRATION. DOCTORATE IN PHYSICAL THERAPY IS OFFERED. TOTAL ENROLMMENT FOR FALL 2024 WAS 2273 10157418 14821410 AUXILIARY SERVICES IS ONE OF THE LARGEST PROGRAM SERVICES WHICH INCLUDES HOUSING STUDENTS AND PROVIDING CONTRACTED FOOD SERVICES. 5540953 854853 INTERCOLLEGIATE ATHLETCIS IS A PROGRAM SERVICE THAT IS OFFERED TO OUR STUDENTS. THE UNIVERSITY HAS 25 DIFFERENT MEN'S AND WOMEN'S TEAMS AVAILABLE UNDER THE AUTHORITY OF NCAA DIVISION III. IN THE CURRENT YEAR, 845 STUDENTS COMPETED IN AT LEAST ONE SPORT AND THE UNIVERSITY HAS A STEEP TRADITION IN THE OHIO ATHLETIC CONFERENCE, THE THIRD OLDEST CONFERENCE IN THE COUNTRY. MANY OF OUR ATHLETIC TEAMS ARE VERY COMPETITIVE, BOTH WITHIN THE OAC AND ON A NATIONAL STAGE. PROGRAM EXPENSES WITHIN INTERCOLLEGIATE ATHLETICS REPRESENTS COMPENSATION FOR COACHES AND TEAM EXPENSES, WHILE REVENUE ONLY ENCOMPASSES TICKET SALES. AS A DIVISION III SCHOOL, MOUNT UNION OFFERS NO ATHLETIC SCHOLARSHIPS, ALLOWING OUR STUDENTS TO PARTICIPATE IN INTERCOLLEGIATE ATHLETICS AS AN EXTENSION OF THEIR OVERAL LIVING AND LEARNING EXPERIENCE. 97027879 true true false false false false false false false true true false false false true false true false true false true false false true true false false false true true true false false false false false false false false false false true false false false false true false false false false true 3023 0 true 1445 true true true false false false false false false false false false false false X 36 36 false false false false false false false true true false false false true true true true true true true true false false CO DC MA NH WA X PATRICK D HEDDLESTON 3308236572 1972 CLARK AVE ALLIANCE OH 44601 Allen Green Trustee 1.0 0.0 X 0 0 0 April Mason Trustee 1.0 0.0 X 0 0 0 Bradley Carman Trustee 1.0 0.0 X 0 0 0 C Reggie Thomas Trustee 1.0 0.0 X 0 0 0 Chad Johnson Trustee 1.0 0.0 X 0 0 0 Daniel Keller Trustee 1.0 0.0 X 0 0 0 Edward Kolesar Trustee 1.0 0.0 X 0 0 0 Eric Gordon Trustee 1.0 0.0 X 0 0 0 Flint Brenton Trustee 1.0 0.0 X 0 0 0 Gerald Mastroianni Trustee 1.0 0.0 X 0 0 0 Gretchen Schuler Trustee 1.0 0.0 X 0 0 0 Harold Kolenbrander Trustee 1.0 0.0 X 0 0 0 Heidi Bartholomew Trustee 1.0 0.0 X 0 0 0 J Lynne Biery Trustee 1.0 0.0 X 0 0 0 James Costanzo Trustee 1.0 0.0 X 0 0 0 James Eismon Trustee 1.0 0.0 X 0 0 0 Joel Sassa Trustee 1.0 0.0 X 0 0 0 John Flynn Trustee 1.0 0.0 X 0 0 0 Laurence Talley Trustee 1.0 0.0 X 0 0 0 Lee Ann Thorn Trustee 1.0 0.0 X 0 0 0 Mark Fedor Trustee 1.0 0.0 X 0 0 0 Matthew Darrah Chair - Board of Trustees 1.0 0.0 X 0 0 0 Michelle Shaheen-Wires Trustee 1.0 0.0 X 0 0 0 Nancy Hill Trustee 1.0 0.0 X 0 0 0 Nicholas Walker Trustee 1.0 0.0 X 0 0 0 Rachelle Brown Trustee 1.0 0.0 X 0 0 0 Richard Drake Vice Chair - Board of Trustees 1.0 0.0 X 0 0 0 Richard Marabito Trustee 1.0 0.0 X 0 0 0 Robert Curry Trustee 1.0 0.0 X 0 0 0 Robert Newbold Trustee 1.0 0.0 X 0 0 0 Scott Gindlesberger Trustee 1.0 0.0 X 0 0 0 Sean Moore Trustee 1.0 0.0 X 0 0 0 Stephanie Skitko Trustee 1.0 0.0 X 0 0 0 Suzan Goris Trustee 1.0 0.0 X 0 0 0 Victor Boschini Trustee 1.0 0.0 X 0 0 0 W Michael Jarrett Trustee 1.0 0.0 X 0 0 0 Caitlin Clark VP for Enrollment 40.0 0.0 X 153198 0 46003 Gregory King President 40.0 0.0 X 399134 0 70320 John Frazier VP For Student Affairs 40.0 0.0 X 174556 0 15132 Logan Aguiniga VP For Advancement 40.0 0.0 X 155250 0 11462 Patrick Heddleston Senior VP & CFO 40.0 0.0 X 280994 0 72601 William Cunion VP Academic Affairs 40.0 0.0 X 157000 0 183 Betsy Ekey Professor, Physician Assistant 40.0 0.0 X 138870 0 10625 Bryan Boatright Dean of Graduate, Digital, Continued Learning & Assoc VPAA 40.0 0.0 X 139086 0 33627 Rodney Dick Director of Retention | Lecturer, English 40.0 0.0 X 126500 0 9684 Sandy Madar VP Academic Affairs/Dean CNHS 40.0 0.0 X 174588 0 47606 Sheryl Holt Director, Physical Therapy 40.0 0.0 X 135358 0 10941 2034534 0 328184 53 false true false GREINER INTERIORS 12805 REEDER AVE ALLIANCE OH 44601 PAINTING AND MISC CONTRUCTION 767010 ELLUCIAN COMPANY LP 4375 FAIRLAKE CRT FAIRFAX VA 22033 SOFTWARE 563700 RUFFALO NOEL LEVITZ PO BOX 718 DES MOINES IA 50303 CONSULTANT 222062 SCHOLARBUYS 11 W MAIN STREET CARPENTERSVILLE IL 60110 SOFTWARE LICENSING 135243 LEVEL MASONRY AND CONCRETE PO BOX 3519 Alliance OH 44601 CONSTRUCTION/REPAIRS 128738 6 449380 229992 9627974 1265869 10307346 Student Tuition 611710 79158960 79158960 Dormitories 611710 8946904 8946904 Food Service 611710 5717213 5717213 Book Store Sales 611710 53046 53046 Rental/Housing 611710 56571 56571 1073219 1073219 0 0 95005913 7465584 -29480 7495064 3906 3906 38500 38500 0 38500 38500 7099641 7099641 0 7099641 7099641 449380 449380 34197 415183 415183 0 0 0 0 0 120336073 95005913 -29480 15052294 41649945 41649945 1535834 746594 568933 220307 26571723 23284324 2300807 986592 1636099 1480245 107299 48555 4943860 4285783 562167 95910 1950463 1684743 187246 78474 95903 297 95606 134919 134919 18233 18233 383928 383928 5503201 4373487 1079595 50119 392601 237929 91670 63002 4633993 4039306 369176 225511 2507142 2145446 321826 39870 3592653 2642845 864039 85769 1931263 1796225 76939 58099 700697 422371 117861 160465 394125 390576 3549 5869572 5655865 189187 24520 225346 225346 DUES AND MEMBERSHIPS 294383 161874 127741 4768 EQUIPMENT 1180815 1179327 1195 293 CATERING EXPENSE 169048 97919 32215 38914 COLLECTION EXPENSE 310653 310653 557888 527432 24680 5776 107184287 97027879 7951231 2205177 6499 2179 29788741 32347882 437291 376580 2007063 3103947 0 0 0 0 439666 316687 0 0 0 0 257894961 123027288 135153149 134867673 134362964 146113641 15178843 14191545 0 11078454 12301366 328452670 343621500 5608498 5408931 0 0 341957 189226 13236419 11961661 0 0 0 0 0 0 0 0 3720743 3687325 22907617 21247143 X 138162964 140627325 167382089 181747032 305545053 322374357 328452670 343621500 X 13151786 2751375 926143 X false true true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170804783 4185958 17319544 3465873 3641127 185203285 159848773 1234360 17279649 3493277 4064722 170804783 143655766 1569497 21448510 3202585 3622415 159848773 166774878 2648303 -19667415 2650961 3449039 143655766 134369202 1365843 36734196 2440237 3254126 166774878 0.03 0.35 0.62 false false 28543673 28543673 207070271 106014343 101055928 19660019 17012945 2647074 2620998 2620998 134867673 Federal Income Taxes DEPOSIT AND OTHER 2250655 ANNUITY OBLIGATIONS 762811 LEASE LIABILITIES 673859 3687325 82013915 2751375 960340 3711715 78302200 383928 41649945 42033873 120336073 65184611 34197 34197 65150414 383928 41649945 42033873 107184287 Schedule D, Part X, Line 2 ASC 740 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS ARE HELD IN PERPETUITY FOR THE PURPOSES OF ANNUALLY PROVIDING A PERCENTAGE OF THEIR VALUE AS SCHOLARSHIPS, PROFESSORSHIPS, FACILITIES, PRIZES AND ACADEMIC PROGRAMS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS - 926143 SPECIAL EVENT EXPENSE - 34197 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements STUDENT AID - 41649945 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENT EXPENSE - 34197 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements STUDENT AID - 41649945 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE POLICY REQUIREMENT IS MET BY INCLUDING A STATEMENT ON ALL PUBLICATIONS AND ADVERTISING. A NONDISCRIMINATORY STATEMENT IS ALSO AVAILABLE ON THE WEBSITE. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY OF MOUNT UNION RECEIVES FEDERAL PELL GRANTS, TEACH GRANTS, SEOG, CWSP, FROM THE DEPARTMENT OF EDUCATION. true Europe (Including Iceland and Greenland) 0 0 Program Services EDUCATIONAL ACTIVITES 21619 North America (Canada & Mexico only) 0 0 Program Services EDUCATIONAL ACTIVITES 492 Central America and the Caribbean 0 0 Program Services EDUCATIONAL ACTIVITES 918 0 0 0 0 0 0 23029 0 23029 true false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds N/A X X X X X X X true Graduway Consulting false 449380 18233 431147 449380 18233 431147 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Raiders Give 350489 350489 0 4217 24459 Virtual Stadium 98891 98891 0 5521 0 449380 449380 0 4217 29980 34197 -34197 Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement. GRADUWAY-GRADUWAY WAS THE GATEWAY AND FUNDRAISER FOR LARGE DAYS OF GIVING. IT WAS PROCESSED THROUGH A SEPERATE PAYMENT PROVIDER.; true SCHOLARSHIPS 2114 41649945 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS TO U.S. STUDENTS. AFTER A STUDENT HAS BEEN ACCEPTED TO THE UNIVERSITY OF MOUNT UNION, THEY MUST FILE A FAFSA. MOUNT UNION CONSIDERS ACADEMIC SCHOLARSHIPS, OUTSIDE SCHOLARSHIPS, FEDERAL GRANTS AND STATE ELIGIBILITY IN THAT RESPECTIVE ORDER. IF THE STUDENT NEEDS FURTHER ASSISTANCE, THE COLLEGE OFFERS FEDERAL LOANS, COLLEGE GRANTS AND EMPLOYEMENT OPPORTUNITIES. FINANCIAL AID BASED ON NEED IS AWARDED ON FAFSA CALCULATIONS AND THE RESULTING FINANCIAL AID THAT IS TO BE MET. ACADEMIC SCHOLARSHIPS ARE AWARDED BASED ON HIGH SCHOOL GPA, CLASS RANK AND STANDARD TEST SCORES. NEED-BASED GRANTS CAN BE ALLOCATED TO RETURNING STUDENTS BASED ON PREVIOUS YEARS AS LONG AS FINANCIAL NEED IS STILL PRESENT. ACADEMIC SCHOLARSHIPS CONTINUE BASED ON THE STUDENT'S CUMULATIVE GPA AT THE END OF THE YEAR. X true true X X X X X X false true false false false false false false false Gregory King President 356277 0 0 0 42857 0 58688 0 11632 0 469454 0 0 0 Patrick Heddleston Senior VP & CFO 259169 0 0 0 21825 0 41520 0 31081 0 353595 0 0 0 John Frazier VP For Student Affairs 172980 0 0 0 1576 0 13143 0 1989 0 189688 0 0 0 Logan Aguiniga VP For Advancement 145750 0 0 0 9500 0 11194 0 268 0 166712 0 0 0 Caitlin Clark VP for Enrollment 147905 0 0 0 5293 0 12053 0 33950 0 199201 0 0 0 William Cunion VP Academic Affairs 150000 0 0 0 7000 0 0 0 183 0 157183 0 0 0 Sandy Madar VP Academic Affairs/Dean CNHS 145988 0 0 0 28600 0 13658 0 33948 0 222194 0 0 0 Bryan Boatright Dean of Graduate, Digital, Continued Learning & Assoc VPAA 101086 0 0 0 38000 0 10819 0 22808 0 172713 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE PRESIDENT AND THE CFO HAVE COUNTRY CLUB DUES PAID BY THE UNIVERSITY FOR BUSINESS ENTERTAINMENT PURPOSES. THE DUES IN COLUMN III ARE TAXABLE FOR PERSONAL USE. USAGE IS DOCUMENTED TO DETERMINE THE PERSONAL VERSUS BUSINESS USE. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUALS PARTICIPATE IN A 457(F) PLAN THAT IS CONSIDERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FOR YEAR ENDED JUNE 30, 2025 THE FOLLOWING EMPLOYER CONTRIBUTIONS WERE MADE: GREGORY KING: $30,000 PATRICK HEDDLESTON: $20,000 A STATE OF OHIO HIGHER EDUCATION FACILITY 346849674 2020-07-15 7982711 REFUNDING OF 2010 BONDS false false false B STATE OF OHIO HIGHER EDUCATION FACILITY 346849674 67756A2G6 2017-02-14 12025000 REFUNDING OF 2006 BONDS false false false A 1919802 0 7982711 0 0 0 158441 0 0 7824070 0 2011 true false true true B 5918844 0 12025000 0 160000 0 0 0 0 0 11865000 0 2008 true false true true A false false false false false false 0.0 0.0 0.0 false false 0 false true B false false false false false false 0.0 0.0 0.0 false false 0 false true A false true false false false false 0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true A true B true Schedule K, Part IV, Line 2c FOR THE BOND ISSUED BY THE STATE OF OHIO HIGHER EDUCATION FACILITY ON 02/14/2017, A REBATE COMPUTATION WAS PERFORMED ON 02/13/2022. 13 1005869 Other - AVERAGE STOCK COST 1 260000 Other - APPRAISAL 0 false true false Schedule M, Part I THE AMOUNTS LISTED IN PART 1, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTIONS IN A SINGLE TRANSFER FOR EACH TYPE OF PROPERTY CONTRIBUTED. Schedule M, Part I Explanations of reporting method for number of contributions Real estate - Commercial - one piece of property bargain sale Form 990, Part VI, Line 11b Review of form 990 by governing body REVIEW IS CONDUCTED BY FINANCE, COMPENSATION AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES DURING A JOINT MEETING BEFORE THE 990 IS FILED. AFTER THIS REVIEW, A COPY OF THE FORM IS PROVIDED TO ALL BOARD MEMBERS AND THEN SUBMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy COMPLIANCE WITH UNIVERSITY POLICY ON CONFLICT OF INTEREST IS CONDUCTED BY THE AUDIT COMMITTEE. EVERY TRUSTEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. TRUSTEES ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN ANY TRANSACTION FOR THE UNIVERSITY THAT INVOLVES THEMSELVES OR MEMBERS OF THEIR IMMEDIATE FAMILIES. A SUMMARY OF ALL THE ANSWERS FROM THE QUESTIONNAIRE IS SENT TO MEMBERS OF THE AUDIT COMMITTEE FOR REVIEW AND ANY RELATIONSHIPS ARE ASSESSED TO ENSURE THEY ARE IN COMPLIANCE WITH THE POLICY. POTENTIAL MATTERS UNDER THE POLICY ARE ESCALATED AND REVIEWED BY THE CHAIR OF THE COMMITTEE AND THE PRESIDENT, AS WELL AS LEGAL COUNSEL IF NECESSARY. TRUSTEES WITH ANY DISCLOSED CONFLICT MUST REFRAIN FROM USING PERSONAL INFLUENCE IN THE MATTER AND WILL RECUSE THEMSELVES FROM ANY DISCUSSIONS AND/OR VOTING ON THE MATTER. THE BOARD OF TRUSTEES, AFTER EXERCISING ITS BUSINESS JUDGMENT AND DISCRETION, WILL MAKE A DETERMINATION IF THE TRANSACTION IS REASONABLE, FAIR AND CONSISTENT WITH UNIVERSITY PRACTICES. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE THAT REVIEWS A COMPENSATION COMPARATIVE OF OTHER OHIO ATHLETIC CONFERENCE (OAC) SCHOOLS AS WELL AS A LIST OF COMPETITOR INSTITUTIONS TO EVALUATE THE SALARY OF THE PRESIDENT AND VICE PRESIDENTS. THE RESULTS ARE REVIEWED BY THE COMPENSATION COMMITTEE, APPROVED BY THE EXECUTIVE COMMITTEE AND DISCLOSED TO THE FULL BOARD OF TRUSTEES. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE BOARD HAS ESTABLISHED A COMPENSATION COMMITTEE THAT REVIEWS A COMPENSATION COMPARATIVE OF OTHER OHIO ATHLETIC CONFERENCE (OAC) SCHOOLS AS WELL AS A LIST OF COMPETITOR INSTITUTIONS TO EVALUATE THE SALARY OF THE PRESIDENT AND VICE PRESIDENTS. THE RESULTS ARE REVIEWED BY THE COMPENSATION COMMITTEE, APPROVED BY THE EXECUTIVE COMMITTEE AND DISCLOSED TO THE FULL BOARD OF TRUSTEES. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue OTHER - Total Revenue: 1073219, Related or Exempt Function Revenue: 1073219, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN SPLIT INTEREST AGREEMENTS - 926143; Total - 926143; CHARITABLE REMAINDER TRUSTS (12) 1972 CLARK AVE ALLIANCE OH 44601 CHARITABLE TR OH NA Trust false false false false false false false false false false false false false false false false false false false false