HEIDELBERG UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEIDELBERG UNIVERSITY (EIN 34-4428219)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349301620
- Schema version
- 2024v5.1
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T07:22:40+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344428219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heidelberg University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEID | BusinessNameControlTxt |
| Phone | 4194482228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 EAST MARKET ST | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 448832462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HUNTINGTON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT HUNTINGTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 EAST MARKET ST | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 448832462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,820,495 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEIDELBERG.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1850 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | A COMMUNITY OF LEARNING THAT PROMOTES AND NURTURES INTELLECTUAL, PERSONAL AND PROFESSIONAL DEVELOPMENT LEADING TO A LIFE OF PURPOSE WITH DISTINCTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 657 | TotalEmployeeCnt |
| Total Volunteers | 78 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,959,560 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,197,159 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,346,636 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,547,049 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,539,768 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,299,394 | CYInvestmentIncomeAmt |
| PY Other Revenue | $183,042 | PYOtherRevenueAmt |
| CY Other Revenue | $201,859 | CYOtherRevenueAmt |
| PY Total Revenue | $56,029,006 | PYTotalRevenueAmt |
| CY Total Revenue | $56,245,461 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,321,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,595,735 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,563,761 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,313,703 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $692,456 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,755,714 | PYOtherExpensesAmt |
| CY Other Expenses | $20,273,385 | CYOtherExpensesAmt |
| PY Total Expenses | $57,641,048 | PYTotalExpensesAmt |
| CY Total Expenses | $58,182,823 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,612,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,937,362 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $200,494,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,055,594 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,336,295 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,545,528 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $155,158,182 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $155,510,066 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $50,498,393 | ExpenseAmt |
| Grant | $20,595,735 | GrantAmt |
| Revenue | $43,625,368 | RevenueAmt |
| Desc | FACULTY INSTRUCTION FOR FULL AND PART-TIME STUDENTS SEEKING DEGREES FROM HEIDELBERG. STUDENT SERVICES PROVIDED TO OUR FULL AND PART-TIME STUDENTS. THESE SERVICES INCLUDE ATHLETICS, FINANCIAL AID, OUR ADMISSIONS OFFICE AND SERVICES TO OUR RESIDENT STUDENTS. AUXILIARY SERVICES TO OUR RESIDENT STUDENTS INCLUDE ROOM AND BOARD AS WELL AS OUR BOOKSTORE. | Desc |
| Total Program Service Expenses | $50,498,393 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1635 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 657 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE FRUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4194482227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 EAST MARKET STREET | AddressLine1Txt |
| City | TIFFIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44883 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KATHLEEN GEIER | |||||||
| CHAIR OF THE BOARD | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| R JAMES ORR ESQ | |||||||
| BOARD SECRETARY | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RALPH TALMAGE | |||||||
| BOARD TREASURER | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD ODELL | |||||||
| VICE CHAIR | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW KALNOW | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| CHAD BREEDEN | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES COLE | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIE JOHNSON | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| DALE CHORBA | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| DALE VERNON | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH SMITH ESQ | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JEAN WARREN GEKLER | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JERILYN MEDREA | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KRATZ | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| KAREN GILLMOR PHD | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| KAREN KOVALOW-ST JOHN | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY NEWMAN | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| LEON J GAROUFALIS | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MARSHA BORDNER | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA HARRISON | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| PAUL STALLINGS | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| REV BETH LONG-HIGGINS | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MARIN | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WOLF MD PHD | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| SUZIE REINEKE | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| SYLVIA F TAYLOR | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| TERRY OWEN PHD | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| WADE YOUNG MD | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM LANDESS | |||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY HELMSTETTER | |||||||
| VP FOR ADVANCEMENT | 40.0 | Yes (X) | $107,888 | $0 | $15,746 | ||
| CHRIS ABRAMS | |||||||
| DEAN OF STUDENT AFFAIRS | 40.0 | Yes (X) | $114,983 | $0 | $27,456 | ||
| Courtney Demayo Pugno | |||||||
| PROVOST | 40.0 | Yes (X) | $116,763 | $0 | $15,700 | ||
| DR ROBERT HUNTINGTON | |||||||
| PRESIDENT | 40.0 | Yes (X) | $309,893 | $0 | $72,693 | ||
| GREG COOPER | |||||||
| ATHLETIC DIRECTOR | 40.0 | Yes (X) | $93,376 | $0 | $16,447 | ||
| KIMBERLY MCGILL | |||||||
| VP FOR FINANCE AND ADMINISTRATION | 40.0 | Yes (X) | $139,832 | $0 | $20,111 | ||
| LESLIE ERWIN | |||||||
| CHIEF HR OFFICER | 40.0 | Yes (X) | $56,931 | $0 | $2,942 | ||
| SARA ROWLINSON | |||||||
| VP for Enrollment and Marketing | 40.0 | Yes (X) | $84,794 | $0 | $15,107 | ||
| Vickie Sayre | |||||||
| VP FINANCE AND ADMINISTRATION | 40.0 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA BLACK | |||||||
| CHIEF HR AND COMPLIANCE OFFICER | 40.0 | Yes (X) | $0 | $0 | $0 | ||
| ANNE-MARIE ANDERSON | |||||||
| BUSINESS & ADAMS FAMILY ENDOWMENT CHAIR | 40.0 | $114,400 | $0 | $10,027 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,138,860 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,229 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Marker Construction Inc | ||||||
| PO Box 250 | Bellefontaine | OH | 433110250 | Construction | $6,244,494 | |
| Parkhurst Dining Services-Eat'n Park | ||||||
| PO Box 644091 | Pittsburgh | PA | 152644091 | Food Service | $4,086,850 | |
| MAD SCIENTIST ASSOCIATES INC | ||||||
| 253 NORTH SUITE 101 | WESTERVILLE | OH | 43081 | CONSULTING | $287,453 | |
| WALTERS' BOILER WORKS INC | ||||||
| 3130 E State St | FREMONT | OH | 43420 | REPAIR SERVICES | $287,253 | PO Box 806 |
| MBS DIRECT LLC | ||||||
| PO BOX 617 | COLUMBIA | MO | 65205 | BOOKSTORE | $224,732 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,675 | FundraisingAmt |
| All Other Contributions | $6,161,484 | AllOtherContributionsAmt |
| Noncash Contributions | $1,360,291 | NoncashContributionsAmt |
| Total Contributions | $6,197,159 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $32,426,976 | $32,426,976 |
| RESIDENCE HALLS | 611710 | $4,868,202 | $4,868,202 |
| FOOD SERVICE | 611710 | $4,163,679 | $4,163,679 |
| CONFERENCE REVENUE | 611710 | $494,687 | $494,687 |
| DEPARTMENTAL SERVICES REVENUE | 611710 | $240,275 | $240,275 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,353,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,353,230 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,547,049 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,221,843 | TotalRevenueColumnAmt |
| Exclusion | $2,221,843 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,700 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,700 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,700 | TotalRevenueColumnAmt |
| Exclusion | $52,700 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,491,084 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,413,533 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,077,551 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,077,551 | TotalRevenueColumnAmt |
| Exclusion | $4,077,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $110,529 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,675 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $62,897 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,632 | TotalRevenueColumnAmt |
| Exclusion | $47,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $27,146 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,938 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,208 | TotalRevenueColumnAmt |
| Exclusion | $23,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $172,985 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $94,666 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,319 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,319 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,245,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,625,368 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,422,934 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,565,735 | TotalAmt |
| Program Services | $20,565,735 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,373,124 | TotalAmt |
| Program Services | $1,126,721 | ProgramServicesAmt |
| Management And General | $211,172 | ManagementAndGeneralAmt |
| Fundraising | $35,231 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,598,460 | TotalAmt |
| Program Services | $9,517,146 | ProgramServicesAmt |
| Management And General | $1,783,725 | ManagementAndGeneralAmt |
| Fundraising | $297,589 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,779 | TotalAmt |
| Program Services | $229,574 | ProgramServicesAmt |
| Management And General | $43,027 | ManagementAndGeneralAmt |
| Fundraising | $7,178 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,152,651 | TotalAmt |
| Program Services | $2,586,916 | ProgramServicesAmt |
| Management And General | $484,846 | ManagementAndGeneralAmt |
| Fundraising | $80,889 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,689 | TotalAmt |
| Program Services | $746,448 | ProgramServicesAmt |
| Management And General | $139,901 | ManagementAndGeneralAmt |
| Fundraising | $23,340 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,608,499 | TotalAmt |
| Program Services | $4,803,290 | ProgramServicesAmt |
| Management And General | $753,394 | ManagementAndGeneralAmt |
| Fundraising | $51,815 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,212 | TotalAmt |
| Management And General | $97,212 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,082 | TotalAmt |
| Program Services | $404 | ProgramServicesAmt |
| Management And General | $118,667 | ManagementAndGeneralAmt |
| Fundraising | $11 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,401 | TotalAmt |
| Management And General | $127,401 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,797 | TotalAmt |
| Program Services | $445,544 | ProgramServicesAmt |
| Management And General | $37,004 | ManagementAndGeneralAmt |
| Fundraising | $2,249 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,257,885 | TotalAmt |
| Program Services | $1,919,202 | ProgramServicesAmt |
| Management And General | $293,525 | ManagementAndGeneralAmt |
| Fundraising | $45,158 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,187 | TotalAmt |
| Program Services | $153,566 | ProgramServicesAmt |
| Management And General | $741,621 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,207,072 | TotalAmt |
| Program Services | $2,346,820 | ProgramServicesAmt |
| Management And General | $806,828 | ManagementAndGeneralAmt |
| Fundraising | $53,424 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,079 | TotalAmt |
| Program Services | $629,939 | ProgramServicesAmt |
| Management And General | $15,770 | ManagementAndGeneralAmt |
| Fundraising | $370 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,817 | TotalAmt |
| Program Services | $1,077,495 | ProgramServicesAmt |
| Management And General | $46,127 | ManagementAndGeneralAmt |
| Fundraising | $2,195 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,482 | TotalAmt |
| Program Services | $876,795 | ProgramServicesAmt |
| Management And General | $259,964 | ManagementAndGeneralAmt |
| Fundraising | $23,723 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,297,150 | TotalAmt |
| Program Services | $2,491,140 | ProgramServicesAmt |
| Management And General | $738,606 | ManagementAndGeneralAmt |
| Fundraising | $67,404 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,108 | TotalAmt |
| Program Services | $605,292 | ProgramServicesAmt |
| Management And General | $106,816 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $285,313 | $109,298 | $175,016 | $999 |
| LICENSES & FEES | $249,301 | $237,068 | $11,352 | $881 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,182,823 | TotalAmt |
| Program Services | $50,498,393 | ProgramServicesAmt |
| Management And General | $6,991,974 | ManagementAndGeneralAmt |
| Fundraising | $692,456 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600 | BOYAmt |
| EOY | $4,600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,438,978 | BOYAmt |
| EOY | $12,148,029 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,950,817 | BOYAmt |
| EOY | $11,188,554 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,415,156 | BOYAmt |
| EOY | $2,955,289 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,416 | BOYAmt |
| EOY | $672,071 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,206 | BOYAmt |
| EOY | $84,794 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,024 | BOYAmt |
| EOY | $1,166,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $163,581,964 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,401,375 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,646,696 | BOYAmt |
| EOY | $99,180,589 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,343,122 | BOYAmt |
| EOY | $72,889,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,506,462 | BOYAmt |
| EOY | $5,765,678 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,494,477 | BOYAmt |
| EOY | $206,055,594 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,576,290 | BOYAmt |
| EOY | $9,017,198 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,344,095 | BOYAmt |
| EOY | $3,135,854 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,372,625 | BOYAmt |
| EOY | $33,800,437 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,677,165 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,043,285 | BOYAmt |
| EOY | $914,874 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,336,295 | BOYAmt |
| EOY | $50,545,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,654,404 | BOYAmt |
| EOY | $40,209,300 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,503,778 | BOYAmt |
| EOY | $115,300,766 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,158,182 | BOYAmt |
| EOY | $155,510,066 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,494,477 | BOYAmt |
| EOY | $206,055,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,937,362 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,297,167 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,921 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $29,900 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,522,806 | BeginningYearBalanceAmt |
| Contributions | $1,108,780 | ContributionsAmt |
| Investment Earnings Or Losses | $7,863,565 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,404,917 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,986,609 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $78,103,625 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,555,103 | BeginningYearBalanceAmt |
| Contributions | $3,652,339 | ContributionsAmt |
| Investment Earnings Or Losses | $8,882,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,432,171 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,134,595 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $73,522,806 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,888,870 | BeginningYearBalanceAmt |
| Contributions | $2,954,885 | ContributionsAmt |
| Investment Earnings Or Losses | $5,492,504 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,504,766 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,276,390 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $65,555,103 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,676,929 | BeginningYearBalanceAmt |
| Contributions | $6,705,519 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,895,690 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,419,361 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,178,527 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $59,888,870 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,414,434 | BeginningYearBalanceAmt |
| Contributions | $1,544,088 | ContributionsAmt |
| Investment Earnings Or Losses | $12,408,538 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,245,135 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,444,996 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $62,676,929 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,345,440 | OtherCostOrOtherBasisAmt |
| Book Value | $2,345,440 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,142,347 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,907,061 | DepreciationAmt |
| Book Value | $70,235,286 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,829,393 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,032,438 | DepreciationAmt |
| Book Value | $25,796,955 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,264,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,461,876 | DepreciationAmt |
| Book Value | $802,908 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,180,589 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DEPOSITS AND FUNDS HELD | $57,273 |
| ADVANCES FOR FEDERAL LOANS | $315,364 |
| FINANCE LEASES | $542,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $914,874 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $37,973,072 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,297,167 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $161,501 | OtherRevenueAmt |
| Revenue Not Reported | $2,458,668 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,514,404 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $127,401 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $20,603,656 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $20,731,057 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,245,461 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,621,188 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $161,501 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $161,501 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,459,687 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $127,401 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $20,595,735 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,723,136 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,182,823 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 FOOTNOTE | 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 III, Line 4 Collections of art - description of collections | HEIDELBERG UNIVERSITY CAPITALIZES CONTRIBUTIONS OF ART AND SIMILAR ASSETS WHEN RECEIVED. THESE COLLECTIONS ARE HELD FOR THE EDUCATION OF THE TIFFIN COMMUNITY. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 447 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. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Special Events Expense - 62897 Cost of Goods Sold - 94666 Gaming Expense - 3938 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Student Aid - 20595735 Change in Value of Split Interest - 7921 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Special Events Expense - 62897 Cost of Goods Sold - 94666 Gaming Expense - 3938 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Student Aid - 20595735 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ITS AFFIRMATIVE ACTION STATEMENT IN COLLEGE PUBLICATIONS AND SOLICITATIONS. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | HEIDELBERG UNIVERSITY RECEIVES FINANCIAL AID AND GOVERNMENT GRANTS, SUCH AS THE PELL GRANT, DIRECT LOAN AND PARENT LOAN FOR UNDERGRADUATE STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | RECRUITING PROGRAM | SpecificServicesProvidedTxt |
| Region Total Expenditures | $450,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $450,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $450,000 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scholarships | TypeOfAssistanceTxt |
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $30,000 | CashGrantAmt |
| Manner Of Cash Disbursement | APPLIED AGAINST TUITION CHARGES | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | HEIDELBERG UNIVERSITY 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. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Back the Berg - Golf Outing | Event1Nm |
| Gross Receipts Event1 | $95,771 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,075 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,696 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $38,674 | OtherDirectExpensesEvent1Amt |
| Event2 | Baseball Golf Outing | Event2Nm |
| Gross Receipts Event2 | $15,915 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,915 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,937 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,518 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,600 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $28,918 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,286 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $146,204 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,675 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $110,529 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,897 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,897 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $47,632 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | 0 | VolunteerLaborBingoPct |
| Volunteer Labor Pull Tabs | 0 | VolunteerLaborPullTabsPct |
| Gross Revenue Other Gaming | $27,146 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $3,938 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $27,146 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $3,938 | NonCashPrizesTotalGamingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OH | StatesWhereGamingConductedCd |
| Licensed | false | LicensedInd |
| Explanation If No | As a 501(c)(3), Heidelberg University is considered an eligible organization not required to have a license to conduct a raffle in the state of Ohio. | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.0 | GamingOwnFacilityPct |
| Gaming Other Facility | 0 | GamingOtherFacilityPct |
| Individual With Books | Athletic Director | IndividualWithBooksNm |
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1038 | RecipientCnt |
| Cash Grant | $20,565,735 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE DISTRIBUTED TO STUDENTS BASED ON NEED AND MERIT. STUDENT AID IS HANDLED BY THE FINANCIAL AID OFFICE 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 IN THIS APPLICATION. STUDENTS CAN ALSO APPLY FOR GRANTS AND SCHOLARSHIPS BASED ON ELIGIBILITY. THERE IS AN AWARD ELIGIBILITY CALCULATOR ON THE HEIDELBERG WEBSITE TO SEE IF YOU QUALIFY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ROBERT HUNTINGTON | ||||||||||||||
| PRESIDENT | $296,989 | $0 | $12,904 | $0 | $0 | $0 | $37,800 | $0 | $34,893 | $0 | $382,586 | $0 | $0 | $0 |
| KIMBERLY MCGILL | ||||||||||||||
| VP FOR FINANCE AND ADMINISTRATION | $139,832 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $17,611 | $0 | $159,943 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | A CASH HOUSING ALLOWANCE IS PROVIDED TO THE PRESIDENT ON A MONTHLY BASIS, WHICH IS A TAXABLE BENEFIT REPORTED ON THE W-2. THE PROPERTY IS NOT OWNED BY THE UNIVERSITY NOR IS THERE SUBSTANTIAL BUSINESS USE OF THE PROPERTY. IN ADDITION, A CASH HOUSING ALLOWANCE WAS PROVIDED TO GRADUATE ASSISTANTS. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE PRESIDENT IS THE SOLE PARTICIPANT IN HEIDELBERG'S 457(F) & 457(B) PLAN. DURING 2024, AMOUNTS DEFERRED UNDER THE 457(B) PLAN WERE $22,500 AND $0 TO THE 457(F) PLAN. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF SENECA OHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 346401331 | BondIssuerEIN |
| Bond Issued | 2019-06-18 | BondIssuedDt |
| Issue Price | $36,500,000 | IssuePriceAmt |
| Purpose | HEIDELBERG UNIVERSITY PROJECT | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,998,129 | RetiredAmt |
| Total Proceeds | $36,500,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $537,235 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $22,841,403 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 40.0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,330,391 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Statues | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Column B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS LISTED IN PART I, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CONTROLLER AND AN INDEPENDENT ACCOUNTING FIRM PERFORM A THOROUGH REVIEW OF THE FORM 990 AND RELATED SCHEDULES. THE FORM EXCLUDING SCHEDULE B IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | SALARIES FOR VICE PRESIDENTS AND ADMINISTRATORS ARE BASED ON COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES SALARY SURVEY DATA, AND PEER AND ASPIRANT SCHOOLS. OHIO ATHLETIC CONFERENCE SCHOOLS ARE ALSO 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 DATE PROVIDED BY CUPA. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION AND DETERMINES COMPENSATION ACCORDINGLY. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S SALARY ON AN ANNUAL BASIS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE WWW.HEIDELBERG.EDU. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | OTHER - Total Revenue: 1353230, Related or Exempt Function Revenue: 1353230, 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 AGREEMENT - -7921; Total - -7921; |
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