2023-03-10T15:34:58-06:00 2022-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2021-07-01 381358014 KALAMAZOO COLLEGE KALA 2693377000 1200 ACADEMY ST KALAMAZOO MI 49006 LISA VANDEWEERT VP FOR BUSINESS AND FINANCE 2693377000 2023-03-08 1 LISA VANDEWEERT 999009999 DORI J EGGETT P00645252 2695674500 2023-03-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JORGE G GONZALEZ 1200 ACADEMY ST KALAMAZOO MI 49006 152184979 0 X WWW.KZOO.EDU X 1833 MI THE MISSION OF KALAMAZOO COLLEGE IS TO PREPARE ITS GRADUATES TO BETTER UNDERSTAND, LIVE SUCCESSFULLY WITHIN, AND PROVIDE ENLIGHTENED LEADERSHIP TO A RICHLY DIVERSE AND INCREASINGLY COMPLEX WORLD. 33 32 1233 70 52309 44474 20272592 25006983 74818458 83190486 17286853 21296592 173756 281921 112551659 129775982 52286955 51688437 0 0 32491066 34579574 55954 67474 4011988 15416695 23585712 100250670 109921197 12300989 19854785 451245580 399538213 72622632 65551448 378622948 333986765 X THE MISSION OF KALAMAZOO COLLEGE IS TO PREPARE ITS GRADUATES TO BETTER UNDERSTAND, LIVE SUCCESSFULLY WITHIN, AND PROVIDE ENLIGHTENED LEADERSHIP TO A RICHLY DIVERSE AND INCREASINGLY COMPLEX WORLD. AS A HIGHLY SELECTIVE, NATIONALLY RENOWNED AND INTERNATIONALLY ORIENTED FOUR-YEAR COLLEGE OF ARTS AND SCIENCES, KALAMAZOO COLLEGE HAS DEVELOPED A TRADITION OF EXCELLENCE IN THE FULFILLMENT OF THIS MISSION. 0 0 98406364 51688437 83182336 HIGHER EDUCATION: THE MISSION OF KALAMAZOO COLLEGE IS TO PREPARE ITS GRADUATES TO BETTER UNDERSTAND, LIVE SUCCESSFULLY WITHIN, AND PROVIDE ENLIGHTENED LEADERSHIP TO A RICHLY DIVERSE AND INCREASINGLY COMPLEX WORLD. AS A HIGHLY SELECTIVE, NATIONALLY RENOWNED AND INTERNATIONALLY ORIENTED FOUR-YEAR COLLEGE OF ARTS AND SCIENCES, KALAMAZOO COLLEGE HAS DEVELOPED A TRADITION OF EXCELLENCE IN THE FULFILLMENT OF THIS MISSION. COLLEGE ENROLLMENT FOR THE FALL QUARTER OF 2021 WAS 1,395 STUDENTS. 98406364 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 1 1 1 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 211 0 1 1233 1 1 1 1 FR GM KE SP 0 0 0 1 1 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK CO KY MA MD MI NH NY OH OK OR SC X LISA VANDEWEERT 2693377230 1200 ACADEMY ST KALAMAZOO MI 49006 JORGE G GONZALEZ PRESIDENT 40.00 0.00 X X 449941 0 55644 S SI JOHNSON CHAIR 2.00 0.00 X X 0 0 0 JAMES A CLAYTON VICE CHAIR 2.00 0.00 X X 0 0 0 HANS P MOREFIELD TREASURER 2.00 0.00 X X 0 0 0 AMY S COURTER SECRETARY 2.00 0.00 X X 0 0 0 HASHEM AKHAVAN-TAFTI TRUSTEE 2.00 0.00 X 0 0 0 JUDITH L BOLLINGER TRUSTEE 2.00 0.00 X 0 0 0 CHRISTINE C BODUROW TRUSTEE 2.00 0.00 X 0 0 0 ERRAN D BRIGGS II TRUSTEE 2.00 0.00 X 0 0 0 MARTHA CAMPBELL TRUSTEE 2.00 0.00 X 0 0 0 JODY L CLARK TRUSTEE 2.00 0.00 X 0 0 0 JONATHAN R CUNNINGHAM TRUSTEE 2.00 0.00 X 0 0 0 DONALD L HAFNER TRUSTEE 2.00 0.00 X 0 0 0 CHARLOTTE H HALL TRUSTEE 2.00 0.00 X 0 0 0 KELSEY M HASSEVOORT TRUSTEE 2.00 0.00 X 0 0 0 JAMES N HEATH TRUSTEE 2.00 0.00 X 0 0 0 EDWIN R HORTELANO TRUSTEE 2.00 0.00 X 0 0 0 TERESA L KLINE TRUSTEE 2.00 0.00 X 0 0 0 CHRISTOPHER U LIGHT TRUSTEE 2.00 0.00 X 0 0 0 ALEXANDER C LIPSEY TRUSTEE 2.00 0.00 X 0 0 0 MILO R MADOLE TRUSTEE 2.00 0.00 X 0 0 0 DONALD R PARFET TRUSTEE 2.00 0.00 X 0 0 0 GAIL A RAIMAN TRUSTEE 2.00 0.00 X 0 0 0 CHRISTOPHER P REYNOLDS TRUSTEE 2.00 0.00 X 0 0 0 MARY BETH SARHATT TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM R STOERI TRUSTEE 2.00 0.00 X 0 0 0 JON L STRYKER TRUSTEE 2.00 0.00 X 0 0 0 BONNIE WACHTER SWENBY TRUSTEE 2.00 0.00 X 0 0 0 AMY E UPJOHN TRUSTEE 2.00 0.00 X 0 0 0 M ELIZABETH WASHINGTON TRUSTEE 2.00 0.00 X 0 0 0 YOUNG-JIN L CHANG TRUSTEE 2.00 0.00 X 0 0 0 BIANCA P DELGADO TRUSTEE 2.00 0.00 X 0 0 0 ROBERT J KOPECKY TRUSTEE 2.00 0.00 X 0 0 0 DANETTE JOHNSON PROVOST 40.00 0.00 X 188742 0 36897 KAREN SISSON VP BUSINESS AND FINANCE - PART YEAR 40.00 0.00 X 159523 0 10441 SARAH WESTFALL VP STUDENT DEV/DEAN OF STUDENTS 40.00 0.00 X 88864 0 6324 KAREN ISBLE VP COLLEGE ADVANCEMENT 40.00 0.00 X 231846 0 39345 LISA VANDEWEERT VP FOR BUSINESS AND FINANCE 40.00 0.00 X 0 0 0 MELANIE K WILLIAMS ASSISTANT AND SECRETARY TO BOARD 40.00 0.00 X 92107 0 92107 MJ HUEBNER VP ADMISSION AND FINANCIAL AID 40.00 0.00 X 179653 0 179653 J MALCOLM SMITH VP FOR STUDENT DEVELOPMENT AND DEAN OF STUDENTS 40.00 0.00 X 90016 0 90016 GREGORY DIMENT ASSOCIATE PROVOST IS 40.00 0.00 X 141249 0 31024 LISA BROCK ACADEMIC DIRECTOR, ARCUS CENTER 40.00 0.00 X 166547 0 31339 ERIC BARTH PROFESSOR OF MATHEMATICS 40.00 0.00 X 124511 0 17079 PETER ERDI COMPLEX SYSTEM STUDIES PROFESSOR 40.00 0.00 X 117856 0 117856 JAN TOBOCHNIK PHYSICS PROFESSOR 40.00 0.00 X 125621 0 125621 2156476 0 833346 23 0 1 0 CREATIVE DINING SERVICES ONE ROYAL PARK DR STE 3 ZEELAND MI 49464 CAMPUS FOOD SERVICES 2260016 R W LAPINE INC 5140 EAST ML AVE KALAMAZOO MI 49048 CONSTRUCTION CONTRACTOR 967107 EAB GLOBAL INC 2445 M ST NW WASHINGTON DC 20037 STUDENT MARKETING CONSULTANT 630877 BRIGHTVIEW HOLDINGS INC 1176 GERNAAT CT SUITE D PORTAGE MI 49002 LANDSCAPE SERVICES 498475 GENEMARKERS LLC 126 E SOUTH ST KALAMAZOO MI 49007 HEALTHCARE SERVICES 433150 26 950 249491 24756542 2904278 25006983 TUITION AND FEES 611310 74266395 74266395 ROOM AND BOARD 611310 7583172 7583172 ANCILLARY SERVICES 611310 1340919 1332769 8150 83190486 7944118 44159 7899959 100745 94906 5839 5839 5839 35221631 21583 21890740 0 13330891 21583 13352474 13352474 22424 950 7800 14624 14624 677009 415551 261458 261458 129775982 83182336 52309 21534354 49691188 49691188 1997249 1997249 1769077 685165 791710 292202 22965927 18425345 2701654 1838928 964895 756046 122867 85982 7236403 5684183 1150099 402121 1643272 1321246 187463 134563 131166 131166 96335 96335 67474 67474 448632 448632 1670165 1472754 110901 86510 141538 101032 5335 35171 1003484 598572 95201 309711 331914 202774 129140 979200 310315 600937 67948 987929 847300 36006 104623 555556 329850 62805 162901 1506593 1373029 106412 27152 3603361 3351125 216202 36034 494293 494293 FOOD SERVICES 1638059 1638059 UTILITIES 1551972 1551972 OUTSIDE AND SUBCONTRACT 1267042 1267042 BAD DEBT 192033 15264 28269 148500 6986440 6292561 481711 212168 109921197 98406364 7502845 4011988 9505440 13355256 19996119 23730269 3060925 1917200 3813490 2881419 486729 465063 1163892 719476 170922433 79132128 93406060 91790305 248877680 191560556 70935245 73118669 451245580 399538213 8721012 3720625 557059 388651 41628157 43808714 21716404 17633458 72622632 65551448 X 95179107 92122194 283443841 241864571 378622948 333986765 451245580 399538213 X 19854785 -67348544 2857576 X X 0 1 X 1 1 1 X 33814011 10825952 12242337 20272592 25006983 102161875 33814011 10825952 12242337 20272592 25006983 102161875 8173810 93988065 377322 2527967 1765806 3095904 8000704 15767703 76432 76147 18811 4139 45474 221003 842090 803994 683618 409723 699433 3438858 121589439 392705206 0.77300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 311232478 16058531 -52381659 3161669 9648128 368723 261730830 243580141 6321434 74077657 3038836 9250892 457026 311232478 240343608 4087497 10962257 2717301 8607968 487952 243580141 240993994 3343383 9046629 2594995 9975482 469921 240343608 226973570 4779328 22127011 2392043 9909078 584794 240993994 0.19460 0.55240 0.25300 0 1 1 2477209 2477209 111072726 51084643 59988083 29050567 23663486 5387081 28321931 4383999 23937932 91790305 HEDGE FUNDS 52016659 F PRIVATE EQUITY FUNDS 10052554 F CHARITABLE REMMAINDER TRUSTS & GIFTS ANNUITIES 2461454 F BENEFICIAL INTEREST IN PERPETUAL TRUSTS 8588002 F 73118669 POSTRETIREMENT BENEFIT 12651551 FEDERAL PERKINS LOANS 3391354 ANNUITIES PAYABLE 1190635 DEPOSITS AND OTHER LIABILITIES 399918 17633458 71794426 -67348544 9326747 -58021797 129816223 448632 -488873 -40241 129775982 58968777 510457 510457 58458320 51462877 51462877 109921197 PART III, LINE 1A: THE COLLEGE MAINTAINS A SUBSTANTIAL COLLECTION OF ARTWORK AND RARE BOOKS FOR EDUCATIONAL PURPOSES AND PUBLIC EXHIBITION. SCHEDULE D, PART III IS NOT COMPLETED BECAUSE THE COLLECTION IS NOT CAPITALIZED AND DOES NOT MEET THE DEFINITION UNDER ASC 958. PART III, LINE 4: THE COLLEGE MAINTAINS A SUBSTANTIAL COLLECTION OF ARTWORK AND RARE BOOKS FOR EDUCATIONAL PURPOSES AND PUBLIC EXHIBITION. SCHEDULE D, PART III IS NOT COMPLETED BECAUSE THE COLLECTION IS NOT CAPITALIZED AND DOES NOT MEET THE DEFINITION UNDER ASC 958 PART V, LINE 4: THE ENDOWMENT FUNDS OF THE COLLEGE ARE PRIMARILY USED OVER A LONG-TERM PERIOD OF TIME TO FUND PROGRAMS AND OTHER PURPOSES AS SPECIFIED BY THE DONOR TO PROMOTE THE ADVANCEMENT OF THE INSTITUTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT RETURN LESS AMOUNTS DESIGNATED FOR OPERATIONS 60,446,029. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 465,916. UNCOLLECTIBLE PLEDGE -122,321. FINANCIAL AID -51,462,877. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOKSTORE COST OF SALES -415,551. RENTAL PROPERTY EXPENSES -94,906. DISPOSAL OF FIXED ASSET 21,584. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOKSTORE COST OF SALES 415,551. RENTAL PROPERTY EXPENSES 94,906. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 51,462,877. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE FOLLOWING STATEMENT APPEARS IN THE COLLEGE CATALOG: "KALAMAZOO COLLEGE IS COMMITTED TO EQUAL RIGHTS, EQUAL OPPORTUNITITES, AND EQUAL PROTECTION UNDER THE LAW. THE COLLEGE ADMINISTERS ITS PROGRAMS, ACTIVITIES, AND SERVICES WITHOUT REGARD TO RACE, COLOR, RELIGION, AGE, SEX, NATIONAL ORIGIN, HEIGHT, WEIGHT, MARITAL STATUS, DISABILITY AS PROTECTED BY LAW, OR SEXUAL ORIENTATION. THE COLLEGE'S DEFINITION OF SEXUAL ORIENTATION PROSCRIBES DISCRIMINATION BASED ON A PERSON'S HETEROSEXUALITY, HOMOSEXUALITY, BISEXUALITY, OR GENDER IDENTITY, ACTUAL OR PRESUMED." KALAMAZOO COLLEGE DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM OUTSIDE THE KALAMAZOO COMMUNITY INCLUDING OTHER AREAS OF MICHIGAN, THE UNITED STATES, AND FOREIGN COUNTRIES AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. PUBLICATION IS NOT A REQUIRED UNDER REV PROC 75-50, SECTION 4.03-2(B). SCHEDULE E, PART I, LINE 6 KALAMAZOO COLLEGE PARTICIPATES IN THE FOLLOWING CAMPUS-BASED FINANCIAL AID PROGRAMS: SEOG, FWSP, PERKINS (NDSL). IN ADDITION, STUDENTS FROM THE COLLEGE ARE RECIPIENTS OF PELL GRANTS, GUARANTEED STUDENT LOANS AND PARENT LOANS. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID KALAMAZOO COLLEGE PARTICIPATES IN THE FOLLOWING CAMPUS-BASED FINANCIAL AID PROGRAMS: SEOG, FWSP, PERKINS (NDSL). IN ADDITION, STUDENTS FROM THE COLLEGE ARE RECIPIENTS OF PELL GRANTS, GUARANTEED STUDENT LOANS AND PARENT LOANS. IMPACT OF COVID-19 - ON MARCH 11, 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF A RESPIRATORY DISEASE CAUSED BY A NEW CORONAVIRUS A PANDEMIC, NOW KNOWN AS COVID-19. THE COLLEGE SHIFTED TO A REMOTE ONLINE LEARNING ENVIRONMENT AND SENT STUDENTS HOME DURING 2020 AND POSTPONED EVENTS, WHICH RESULTED IN LOST REVENUE FOR THE COLLEGE FOR THE YEARS ENDED JUNE 30, 2020 AND 2021. IN THE FALL OF 2021, THE OPERATIONS OF THE COLLEGE RETURNED TO NORMAL WITH STUDENTS AND FACULTY BACK ON CAMPUS AND IN PERSON. TO OFFSET THE FINANCIAL IMPACT TO STUDENTS AND THE LOSSES INCURRED BY THE COLLEGE DUE TO THE DISRUPTION CAUSED BY COVID-19, THE COLLEGE RECEIVED GRANTS AND OTHER RELIEF PRIMARILY FROM THE FEDERAL GOVERNMENT STIMULUS PACKAGES THAT WERE PASSED. FROM THESE STIMULUS PACKAGES, THE COLLEGE WAS ALLOCATED HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) GRANTS. DURING THE YEAR ENDED JUNE 30, 2021, THE COLLEGE WAS ALLOCATED AND RECOGNIZED GRANT REVENUE FROM HEERF GRANTS TOTALING $4,712,288 IN TWO SUBSEQUENT AWARDS, OF WHICH $2,079,157 WAS REQUIRED TO BE GIVEN DIRECTLY TO STUDENTS. DURING THE YEAR ENDED JUNE 30, 2022, THE COLLEGE RECOGNIZED NO GRANT REVENUE FROM HEERF. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 390081 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 1 PROGRAM SERVICES STUDY ABROAD PROGRAM 241987 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 5 7 PROGRAM SERVICES STUDY ABROAD PROGRAM 1626391 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 1 PROGRAM SERVICES STUDY ABROAD PROGRAM 65750 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 2 PROGRAM SERVICES STUDY ABROAD PROGRAM 140379 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 2 3 PROGRAM SERVICES STUDY ABROAD PROGRAM 80306 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD PROGRAM 74960 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 30528995 10 14 0 0 10 14 33148849 0 33148849 SCHOLARSHIPS AND OTHER TUITION ASSISTANCE CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 6 275079 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 13 544438 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 1 51648 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 3 185242 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 3 125228 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 1 45809 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 3 139168 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 6 296599 APPLIED AGAINST TUITION CHARGES CASH SCHOLARSHIPS AND OTHER TUITION ASSISTANCE SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 5 334038 APPLIED AGAINST TUITION CHARGES CASH 1 0 1 1 1 1 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED BASED ON ESTABLISHED CRITERIA, INCLUDING DONOR RESTRICTIONS. PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE THE COLLEGE INVESTS IN VARIOUS FOREIGN CORPORATIONS AND PARTNERSHIPS, BOTH DIRECTY AND THROUGH U.S. PARTNERSHIPS. HOWEVER, THE COLLEGE'S SHARE OF FOREIGN CORPORATION AND PARTNERSHIP INVESTMENTS DOES NOT EXCEED 10% AND THUS FORM 5471 OR FORM 8865 IS NOT REQUIRED. WHILE THESE INVESTMENTS MAY BE CONSIDERED PASSIVE FOREIGN INVESTMENT COMPANIES, THE COLLEGE IS NOT REQUIRED TO FILE FORM 8621 AS THE INVESTMENT INCOME IS NOT DEBT-FINANCED UNRELATED BUSINESS INCOME. THE COLLEGE FILES FORM 926 FOR TRANSFERS FOR FOREIGN CORPORATIONS DURING THE YEAR, BOTH DIRECTLY AND THROUGH U.S. PARTNERSHIPS WHEN CASH TRANSFERS EXCEED $100,000 OR WHEN OTHER TYPES OF ASSETS ARE TRANSFERRED. X X X X X X X 1 PHONATHON 140 PROFESSIONAL DR STE 2 CABOT AR 72023 PHONATHON 0 86800 55913 30887 86800 55913 30887 AK AL AZ CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SD TN UT VA WA WI WV ZORBO MEMORIAL FOOTBALL GOLF OUTING 23374 950 22424 0 0 5816 936 0 1048 23374 950 22424 5816 936 1048 7800 14624 1 SCHOLARSHIPS 1371 49488362 SCHOLARSHIPS FOR GLCA STUDENTS 5 202826 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED BASED ON ESTABLISHED CRITERIA, INCLUDING DONOR RESTRICTIONS. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JORGE G GONZALEZ PRESIDENT 447011 0 0 0 2930 0 29384 0 26260 0 505585 0 0 0 KAREN ISBLE VP COLLEGE ADVANCEMENT 231708 0 0 0 138 0 6476 0 32869 0 271191 0 0 0 DANETTE JOHNSON PROVOST 188604 0 0 0 138 0 5336 0 31561 0 225639 0 0 0 LISA BROCK ACADEMIC DIRECTOR, ARCUS CENTER 165785 0 0 0 762 0 4809 0 26530 0 197886 0 0 0 MJ HUEBNER VP ADMISSION AND FINANCIAL AID 179395 0 0 0 258 0 4956 0 10197 0 194806 0 0 0 GREGORY DIMENT ASSOCIATE PROVOST IS 140991 0 0 0 258 0 4141 0 26883 0 172273 0 0 0 KAREN SISSON VP BUSINESS AND FINANCE - PART YEAR 159226 0 0 0 297 0 2746 0 7695 0 169964 0 0 0 JAN TOBOCHNIK PHYSICS PROFESSOR 114812 0 0 0 10809 0 3410 0 24120 0 153151 0 0 0 PETER ERDI COMPLEX SYSTEM STUDIES PROFESSOR 117135 0 0 0 721 0 3742 0 28744 0 150342 0 0 0 PART I, LINE 1A THE PRESIDENT'S SPOUSE ATTENDS SEMINARS ON TOPICS RELATED TO NETWORKING AND FUNDRAISING AND WORKS WITH THE PRESIDENT IN ATTENDING FUNDRAISING EVENTS WITH ALUMNI DONORS. THE COSTS ARE REIMBURSED BUSINESS EXPENSES UNDER AN ACCOUNTABLE PLAN. THE PRESIDENT IS REQUIRED TO LIVE IN HOUSING PROVIDED ON CAMPUS. THE VALUE OF THIS HOUSING IS EXCLUDED FROM TAXABLE INCOME. PART I, LINE 3 THE COMPENSATION OF THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WITH A REPORT AND RESOLUTIONS PROVIDED TO THE FULL BOARD FOR DELIBERATION. AS PART OF THIS PROCESS, THE PRESIDENT'S COMPENSATION IS COMPARED TO A COHORT OF SIMILAR INSTITUTIONS. THE RESULT OF THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE NOTES OF THE COMPENSATION COMMITTEE MEETING AND A STATEMENT OF A SALARY LETTER SENT TO THE PRESIDENT AND THE DIRECTOR OF HUMAN RESOURCES. SCHEDULE J, PART I, LINE 4 PRESIDENT GONZALEZ PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND THE COLLEGE CONTRIBUTED $20,000. A MICHIGAN FINANCE AUTHORITY 800596186 594479EFO 2018-07-11 44315000 REFUNDING 2011 BOND ISSUANCE & CONSTRUCT & EQUIP ATHLETICS FACILITIES 0 0 0 A 3105000 48090861 413159 18326488 29351214 2021 1 0 1 1 A 0 0 1 1 0 0.00000 0.00500 0.00500 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART II, LINE 3 07/11/2018 $44,315,00 MICHIGAN FINANCE AUTHORITY - INCLUDES INVESTMENT EARNINGS OF $364,186. X 46 2904278 AVG DAILY STOCK PRICE 0 1 0 PART I, LINE 32B: THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 33: NONCASH CONTRIBUTIONS OF PERSONAL PROPERTY VALUED AT $5,000 OR LESS ARE NOT ENTERED OR CAPITALIZED. FORM 990, PART VI, SECTION B, LINE 11B THE FORMS 990 AND 990T ARE PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. A MEETING IS CONVENED WITH THE AUDIT COMMITTEE, THE VICE PRESIDENT FOR BUSINESS AND FINANCE AND THE TAX ADVISOR TO REVIEW AND DISCUSS THE FORMS 990 AND 990T. AFTER RECEIVING THE AUDIT COMMITTEE'S APPROVAL, THE FORMS 990 AND 990T ARE PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE SCHEDULE B SCHEDULE OF CONTRIBUTORS IS NOT PROVIDED TO THE AUDIT COMMITTEE OR THE BOARD IN ORDER TO MAINTAIN THE CONFIDENTIAL IDENTITY OF DONORS THAT WISH TO REMAIN ANONYMOUS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EVERY TRUSTEE AND OFFICER IN OCTOBER. EVERY REICIPIENT IS ASKED TO RETURN A DISCLOSURE FORM THAT DISCLOSES ANY POTENTIAL RELATIONSHIPS THAT MAY REPRESENT A CONFLICT OF INTEREST AND DISCLOSE ANY GIFTS OR LOANS FROM ENTITIES WHICH THE COLLEGE HAS SIGNIFICANT BUSINESS DEALINGS. THE FORM ALSO ASKS TRUSTEES TO ACKNOWLEDGE THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY AND CONFIRM THAT THEY HAVE NO KNOWLEDGE OF ANY REAL OR POTENTIAL VIOLATIONS OF THE POLICY AND THAT THEY WILL REFRAIN FROM TAKING ANY UNFAIR ADVANTAGE OF ANY INFORMATION OBTAINED IN THEIR ROLE AS TRUSTEE OR DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WITH A REPORT AND RESOLUTIONS PROVIDED TO THE FULL BOARD FOR DELIBERATION. AS PART OF THIS PROCESS, THE PRESIDENT'S COMPENSATION IS COMPARED TO A COHORT OF SIMILAR INSTITUTIONS. THE RESULT OF THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE NOTES OF THE COMPENSATION COMMITTEE MEETING AND A STATEMENT OF SALARY LETTER SENT TO THE PRESIDENT AND THE DIRECTOR OF HUMAN RESOURCES. THE COMPENSATION OF THE COLLEGE OFFICERS IS DETERMINED ANNUALLY BY THE PRESIDENT AND COMPARED TO THE COMPENSATION OF SIMILARLY PLACED OFFICERS OF GREAT LAKES COLLEGES ASSOCIATION INSTITUTIONS. THE OFFICER COMPENSATION IS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 KALAMAZOO COLLEGE IS ORGANIZED UNDER MICHIGAN STATUTE MCL SECTION 390.751 THROUGH 390.761. THE BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN POST RETIREMENT HEALTH BENEFIT LIABILITY 2,979,897. UNCOLLECTIBLE PLEDGES -122,321. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR. GENEVIEVE U GILMORE ENDOWMENT FOR THE ARTS PNC BANK 113 E MICHIGAN KALAMAZOO MI 49007 386470228 TRUST FBO KALAMAZOO COLLEGE MI 501(C)(3) LINE 12C, III-FI KALAMAZOO COLLEGE 1 DOROTHY HINKLEY HEYL IRREV CHARITABLE TRUST PNC BANK 113 E MICHIGAN KALAMAZOO MI 49007 386572671 TRUST FBO KALAMAZOO COLLEGE MI 501(C)(3) LINE 12D, III-O KALAMAZOO COLLEGE 1 L LEE STRYKER MEMORIAL TRUST PNC BANK 113 E MICHIGAN KALAMAZOO MI 49007 386385367 TRUST FBO KALAMAZOO COLLEGE MI 501(C)(3) LINE 12D III-O KALAMAZOO COLLEGE 1 FW & ELSIE L HEYL SCIENCE SCHOLARSHIP FUND PNC BANK PO BOX 94651 CLEVELAND OH 44101 386194019 SCIENCE GRANTS MI 501(C)(3) LINE 12D, III-O N/A 0 GREAT LAKES COLLEGES ASSOCIATION INC 535 W WILLIAM ST STE 301 ANN ARBOR MI 48103 381678376 PROMOTE ADVANCEMENT IN HIGHER EDUCATION MI 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 GENEVIEVE U GILMORE ENDOWMENT FOR THE ARTS PNC BANK C 103285 CASH GRANT DOROTHY HINKLEY HEYL IRREV CHARITABLE TRUST PNC BANK C 152574 CASH GRANT L LEE STRYKER MEMORIAL TRUST PNC BANK C 108500 CASH GRANT FW & ELSIE L HEYL SCIENCE SCHOLARSHIP FUND PNC BANK C 1823968 CASH GRANT GREAT LAKES COLLEGES ASSOCIATION C 202826 CASH GRANT