KALAMAZOO COLLEGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KALAMAZOO COLLEGE (EIN 38-1358014)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-18
- IRS object ID
- 202200779349301315
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-18T13:38:53-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381358014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALAMAZOO COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALA | BusinessNameControlTxt |
| Phone | 2693377000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA VANDEWEERT | PersonNm |
| Person Title | VP FOR BUSINESS AND FINANCE | PersonTitleTxt |
| Phone | 2693377000 | PhoneNum |
| Signature | 2022-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | VANDEWEERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2022-03-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JORGE G GONZALEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $138,646,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KZOO.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1833 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 1248 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $4,614 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,139 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,242,337 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,272,592 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,205,207 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,818,458 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,992,169 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,286,853 | CYInvestmentIncomeAmt |
| PY Other Revenue | $314,871 | PYOtherRevenueAmt |
| CY Other Revenue | $173,756 | CYOtherRevenueAmt |
| PY Total Revenue | $96,754,584 | PYTotalRevenueAmt |
| CY Total Revenue | $112,551,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $49,415,776 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $52,286,955 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,920,571 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,491,066 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $67,780 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $55,954 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,102,484 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,537,512 | PYOtherExpensesAmt |
| CY Other Expenses | $15,416,695 | CYOtherExpensesAmt |
| PY Total Expenses | $106,941,639 | PYTotalExpensesAmt |
| CY Total Expenses | $100,250,670 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,187,055 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,300,989 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $383,146,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $451,245,580 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,715,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,622,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $308,430,565 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $378,622,948 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $90,186,747 | ExpenseAmt |
| Grant | $52,286,955 | GrantAmt |
| Revenue | $74,817,958 | RevenueAmt |
| Desc | 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 2020 WAS 1,451 STUDENTS.KALAMAZOO COLLEGE DIRECTLY TRACKED EXPENSES RELATING TO THE COVID-19 PANDEMIC. EXPENSES FOR YEAR ENDED JUNE 30, 2021 TOTALED $865,401. THE EXPENSES RELATED TO PREVENTING THE SPREAD OF THE VIRUS TO STUDENTS AND FACULTY WHO REMAINED ON CAMPUS DURING FISCAL YEAR 2020-21. | Desc |
| Total Program Service Expenses | $90,186,747 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 107 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1248 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JODI BREITHART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693377228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JORGE G GONZALEZ | ||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $446,200 | $0 | $85,743 | |
| S SI JOHNSON | ||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES A CLAYTON | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HANS P MOREFIELD | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY S COURTER | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HASHEM AKHAVAN-TAFTI | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH L BOLLINGER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE C BODUROW | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERRAN D BRIGGS II | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA CAMPBELL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JODY L CLARK | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN R CUNNINGHAM | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GWEN A FOUNTAIN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK G GHAFARI | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD L HAFNER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE H HALL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY M HASSEVOORT | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES N HEATH | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN R HORTELANO | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H KITTREDGE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA L KLINE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER U LIGHT | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER C LIPSEY | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MILO R MADOLE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD R PARFET | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL A RAIMAN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER P REYNOLDS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH SARHATT | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R STOERI | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON L STRYKER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE WACHTER SWENBY | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY E UPJOHN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| M ELIZABETH WASHINGTON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANETTE JOHNSON | ||||||||
| PROVOST | 40.00 | 0.00 | Yes (X) | $187,542 | $0 | $37,600 | ||
| KAREN SISSON | ||||||||
| VP BUSINESS AND FINANCE | 40.00 | 0.00 | Yes (X) | $197,582 | $0 | $15,868 | ||
| SARAH WESTFALL | ||||||||
| VP STUDENT DEV/DEAN OF STUDENTS | 40.00 | 0.00 | Yes (X) | $163,878 | $0 | $18,836 | ||
| ALBERT DESIMONE | ||||||||
| VP COLLEGE ADVANCEMENT - PART YEAR | 40.00 | 0.00 | Yes (X) | $130,186 | $0 | $22,568 | ||
| KAREN ISBLE | ||||||||
| VP COLLEGE ADVANCEMENT | 40.00 | 0.00 | Yes (X) | $85,048 | $0 | $13,386 | ||
| GREGORY DIMENT | ||||||||
| ASSOCIATE PROVOST IS | 40.00 | 0.00 | $149,059 | $0 | $64,371 | Yes (X) | ||
| LISA BROCK | ||||||||
| ACADEMIC DIRECTOR, ARCUS CENTER | 40.00 | 0.00 | $163,575 | $0 | $30,558 | Yes (X) | ||
| JOSEPH BANGURA | ||||||||
| PROFESSOR OF HISTORY | 40.00 | 0.00 | $142,841 | $0 | $28,433 | Yes (X) | ||
| JAMES LANGELAND | ||||||||
| PROFESSOR OF BIOLOGY | 40.00 | 0.00 | $125,491 | $0 | $34,802 | Yes (X) | ||
| ERIC BARTH | ||||||||
| PROFESSOR OF MATHEMATICS | 40.00 | 0.00 | $125,237 | $0 | $17,443 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,916,639 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $369,608 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MILLER DAVIS COMPANY | |||||
| 1029 PORTAGE ST | KALAMAZOO | MI | 49001 | CONSTRUCTION CONTRACTOR | $7,962,732 |
| CREATIVE DINING SERVICES | |||||
| ONE ROYAL PARK DR STE 3 | ZEELAND | MI | 49464 | CAMPUS FOOD SERVICES | $1,378,422 |
| R W LAPINE INC | |||||
| 5140 EAST ML AVE | KALAMAZOO | MI | 49048 | CONSTRUCTION CONTRACTOR | $694,731 |
| EAB GLOBAL INC | |||||
| 2445 M ST NW | WASHINGTON | DC | 20037 | STUDENT MARKETING CONSULTANT | $551,418 |
| MILLER JOHNSON SNELL & CUMMISKEY | |||||
| 250 MONROE NW | GRAND RAPIDS | MI | 49503 | LEGAL SERVICES | $395,254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $9,157 | FundraisingAmt |
| Related Organizations | $2,399,109 | RelatedOrganizationsAmt |
| Government Grants | $4,824,960 | GovernmentGrantsAmt |
| All Other Contributions | $13,039,366 | AllOtherContributionsAmt |
| Noncash Contributions | $794,984 | NoncashContributionsAmt |
| Total Contributions | $20,272,592 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611310 | $72,736,829 | $72,736,829 | |
| ROOM AND BOARD | 611310 | $1,424,025 | $1,424,025 | |
| ANCILLARY SERVICES | 611310 | $657,604 | $657,104 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,818,458 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,010,316 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,114 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,006,202 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,403 | TotalRevenueColumnAmt |
| Exclusion | $12,403 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,299 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,968 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,331 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,331 | TotalRevenueColumnAmt |
| Exclusion | $2,331 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,045,748 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,781,614 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,264,134 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,264,134 | TotalRevenueColumnAmt |
| Exclusion | $14,264,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,875 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,157 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,884 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9 | TotalRevenueColumnAmt |
| Exclusion | -$9 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $401,848 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $230,414 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,434 | TotalRevenueColumnAmt |
| Exclusion | $171,434 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,551,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,817,958 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,614 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,456,495 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,503,162 | TotalAmt |
| Program Services | $49,503,162 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,783,793 | TotalAmt |
| Program Services | $2,783,793 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,396,546 | TotalAmt |
| Program Services | $415,720 | ProgramServicesAmt |
| Management And General | $750,316 | ManagementAndGeneralAmt |
| Fundraising | $230,510 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,485,343 | TotalAmt |
| Program Services | $19,952,310 | ProgramServicesAmt |
| Management And General | $1,667,313 | ManagementAndGeneralAmt |
| Fundraising | $1,865,720 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39 | TotalAmt |
| Program Services | $17 | ProgramServicesAmt |
| Management And General | $580 | ManagementAndGeneralAmt |
| Fundraising | -$558 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,956,898 | TotalAmt |
| Program Services | $4,590,812 | ProgramServicesAmt |
| Management And General | $921,814 | ManagementAndGeneralAmt |
| Fundraising | $444,272 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,652,240 | TotalAmt |
| Program Services | $1,320,183 | ProgramServicesAmt |
| Management And General | $193,469 | ManagementAndGeneralAmt |
| Fundraising | $138,588 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,187 | TotalAmt |
| Management And General | $122,187 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,981 | TotalAmt |
| Management And General | $123,981 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,954 | TotalAmt |
| Fundraising | $55,954 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,580 | TotalAmt |
| Management And General | $493,580 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,085,037 | TotalAmt |
| Program Services | $1,818,822 | ProgramServicesAmt |
| Management And General | $140,485 | ManagementAndGeneralAmt |
| Fundraising | $125,730 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,591 | TotalAmt |
| Program Services | $56,753 | ProgramServicesAmt |
| Management And General | $67,338 | ManagementAndGeneralAmt |
| Fundraising | $5,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,248 | TotalAmt |
| Program Services | $690,109 | ProgramServicesAmt |
| Management And General | $275,607 | ManagementAndGeneralAmt |
| Fundraising | $85,532 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,812 | TotalAmt |
| Program Services | $277,505 | ProgramServicesAmt |
| Management And General | $541,307 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,671 | TotalAmt |
| Program Services | $1,663,267 | ProgramServicesAmt |
| Management And General | $161,243 | ManagementAndGeneralAmt |
| Fundraising | $51,161 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,363 | TotalAmt |
| Program Services | $131,310 | ProgramServicesAmt |
| Management And General | $8,016 | ManagementAndGeneralAmt |
| Fundraising | $1,037 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,589 | TotalAmt |
| Program Services | $225,037 | ProgramServicesAmt |
| Management And General | $23,868 | ManagementAndGeneralAmt |
| Fundraising | $7,684 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,188,295 | TotalAmt |
| Program Services | $1,058,013 | ProgramServicesAmt |
| Management And General | $103,963 | ManagementAndGeneralAmt |
| Fundraising | $26,319 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,295,701 | TotalAmt |
| Program Services | $3,075,363 | ProgramServicesAmt |
| Management And General | $197,592 | ManagementAndGeneralAmt |
| Fundraising | $22,746 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,675 | TotalAmt |
| Program Services | $309,675 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICES | $1,041,539 | $1,041,539 | |
| TESTING & PPE EXPENSES | $854,748 | $854,748 | |
| STUDY ABROAD | $398,833 | $398,833 | |
| STUDENT ACTIVITIES | $13,048 | $13,048 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,797 | TotalAmt |
| Program Services | $861,476 | ProgramServicesAmt |
| Management And General | $314,032 | ManagementAndGeneralAmt |
| Fundraising | $42,289 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,250,670 | TotalAmt |
| Program Services | $90,186,747 | ProgramServicesAmt |
| Management And General | $6,961,439 | ManagementAndGeneralAmt |
| Fundraising | $3,102,484 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,752,876 | BOYAmt |
| EOY | $9,505,440 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,654,730 | BOYAmt |
| EOY | $19,996,119 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,435,421 | BOYAmt |
| EOY | $3,060,925 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,845,815 | BOYAmt |
| EOY | $3,813,490 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,161 | BOYAmt |
| EOY | $486,729 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,177 | BOYAmt |
| EOY | $1,163,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $169,062,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,656,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,792,650 | BOYAmt |
| EOY | $93,406,060 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,224,225 | BOYAmt |
| EOY | $248,877,680 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,433,451 | BOYAmt |
| EOY | $70,935,245 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,146,506 | BOYAmt |
| EOY | $451,245,580 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,541,138 | BOYAmt |
| EOY | $8,721,012 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,250 | BOYAmt |
| EOY | $557,059 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,369,385 | BOYAmt |
| EOY | $41,628,157 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,450,168 | BOYAmt |
| EOY | $21,716,404 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,715,941 | BOYAmt |
| EOY | $72,622,632 | 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 | $95,375,207 | BOYAmt |
| EOY | $95,179,107 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,055,358 | BOYAmt |
| EOY | $283,443,841 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,430,565 | BOYAmt |
| EOY | $378,622,948 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,146,506 | BOYAmt |
| EOY | $451,245,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,300,989 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $57,864,169 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $27,225 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,580,141 | BeginningYearBalanceAmt |
| Contributions | $6,321,434 | ContributionsAmt |
| Investment Earnings Or Losses | $74,077,657 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,038,836 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,250,892 | OtherExpendituresAmt |
| Administrative Expenses | $457,026 | AdministrativeExpensesAmt |
| End Year Balance | $311,232,478 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,343,608 | BeginningYearBalanceAmt |
| Contributions | $4,087,497 | ContributionsAmt |
| Investment Earnings Or Losses | $10,962,257 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,717,301 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,607,968 | OtherExpendituresAmt |
| Administrative Expenses | $487,952 | AdministrativeExpensesAmt |
| End Year Balance | $243,580,141 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $240,993,994 | BeginningYearBalanceAmt |
| Contributions | $3,343,383 | ContributionsAmt |
| Investment Earnings Or Losses | $9,046,629 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,594,995 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,975,482 | OtherExpendituresAmt |
| Administrative Expenses | $469,921 | AdministrativeExpensesAmt |
| End Year Balance | $240,343,608 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $226,973,570 | BeginningYearBalanceAmt |
| Contributions | $4,779,328 | ContributionsAmt |
| Investment Earnings Or Losses | $22,127,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,392,043 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,909,078 | OtherExpendituresAmt |
| Administrative Expenses | $584,794 | AdministrativeExpensesAmt |
| End Year Balance | $240,993,994 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,774,239 | BeginningYearBalanceAmt |
| Contributions | $2,807,696 | ContributionsAmt |
| Investment Earnings Or Losses | $28,433,040 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,242,656 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,316,410 | OtherExpendituresAmt |
| Administrative Expenses | $482,339 | AdministrativeExpensesAmt |
| End Year Balance | $226,973,570 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20638 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43191 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36171 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,489,727 | OtherCostOrOtherBasisAmt |
| Book Value | $2,489,727 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,093,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,213,791 | DepreciationAmt |
| Book Value | $60,879,917 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,845,061 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,010,864 | DepreciationAmt |
| Book Value | $5,834,197 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,633,795 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,431,576 | DepreciationAmt |
| Book Value | $24,202,219 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $93,406,060 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $52,120,687 | F |
| PRIVATE EQUITY FUNDS | $5,252,548 | F |
| CHARITABLE REMMAINDER TRUSTS & GIFTS ANNUITIES | $3,011,795 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $10,550,215 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $70,935,245 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT BENEFIT | $16,083,404 |
| FEDERAL PERKINS LOANS | $4,316,769 |
| ANNUITIES PAYABLE | $1,316,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,716,404 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $57,903,295 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $57,864,169 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$112,332,219 | OtherRevenueAmt |
| Revenue Not Reported | -$54,468,050 | RevenueNotReportedAmt |
| Revenue Subtotal | $112,371,345 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $493,580 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$313,266 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $180,314 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $112,551,659 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $50,017,085 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $189,674 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $189,674 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,827,411 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $493,580 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $49,929,679 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $50,423,259 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $100,250,670 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 COLLEGE'S ENDOWMENT FUNDS PROVIDE SUPPORT FOR INSTRUCTION, ACADEMIC SUPPORT DEPARTMENTS, STUDENT SERVICES, INSTITUTIONAL SUPPORT DEPARTMENTS, PHYSICAL PLANT MAINTENANCE AND IMPROVEMENTS, PUBLIC SERVICE PROGRAMS AND SCHOLARSHIPS, AS WELL AS GENERAL OPERATING SUPPORT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT RETURN LESS AMOUNTS DESIGNATED FOR OPERATIONS -61,375,179. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -675,777. FINANCIAL AID -49,929,501. PAYMENTS TO BENEFICIARIES OF SPLIT-INTEREST AGREEMENTS -123,592. UNCOLLECTIBLE PLEDGES -228,170. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOKSTORE COST OF SALES -230,414. RENTAL PROPERTY EXPENSES -74,968. FUNDRAISING EXPENSES -7,884. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BOOKSTORE COST OF SALES 230,414. RENTAL PROPERTY EXPENSES 74,968. FUNDRAISING EXPENSES 7,884. PAYMENTS TO BENEFICIARIES -123,592. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EMPLOYEE RETIREMENT INCENTIVE PROGRAM 178. FINANCIAL AID 49,929,501. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. IN RESPONSE TO THE COVID-19 PANDEMIC, GOVERNMENTS HAVE TAKEN PREVENTATIVE OR PROTECTIVE ACTIONS, SUCH AS TEMPORARY CLOSURES OF NON-ESSENTIAL BUSINESSES AND "SHELTER-AT-HOME" GUIDELINES FOR INDIVIDUALS. AS A RESULT, THE GLOBAL ECONOMY HAS BEEN NEGATIVELY AFFECTED, AND THE COLLEGE'S OPERATIONS HAVE ALSO BEEN IMPACTED. DUE TO THE "SHELTER-AT-HOME" GUIDELINES DURING APRIL AND MAY 2020, THE COLLEGE SHIFTED TO A REMOTE ONLINE LEARNING ENVIRONMENT AND ISSUED ROOM AND BOARD REFUNDS TO STUDENTS. THE COLLEGE ALSO HAD ANY LARGE ANCILLARY EVENTS CANCELLED OR TEMPORARILY POSTPONED UNTIL THE "SHELTER-AT-HOME" GUIDELINES WERE REDUCED OR REMOVED, WHICH RESULTED IN LOST REVENUES FOR THE COLLEGE FOR 2020. TO OFFSET THE FINANCIAL IMPACT TO STUDENTS AND THE LOSSES INCURRED BY THE COLLEGE DUE TO THE DISRUPTION CAUSED BY COVID-19, THE DEPARTMENT OF EDUCATION ISSUED HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) GRANTS UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT. THE COLLEGE RECEIVED HEERF GRANTS TOTALING $4,712,288 FOR THE YEAR ENDED JUNE 30, 2021, OF WHICH 44 PERCENT WAS REQUIRED TO BE GIVEN DIRECTLY TO STUDENTS. THE SEVERITY OF THE CONTINUED IMPACT DUE TO COVID-19 ON THE COLLEGE'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS WILL DEPEND ON A NUMBER OF FACTORS, INCLUDING, BUT NOT LIMITED TO, THE DURATION AND SEVERITY OF THE PANDEMIC AND THE EXTENT AND SEVERITY OF THE IMPACT ON THE COLLEGE'S COMMUNITY, ALL OF WHICH ARE UNCERTAIN AND CANNOT BE PREDICTED. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | HIGHER EDUCATION | $15,535 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 1 | PROGRAM SERVICES | HIGHER EDUCATION | $110,151 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 7 | PROGRAM SERVICES | HIGHER EDUCATION | $236,070 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | HIGHER EDUCATION | $10,000 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 2 | PROGRAM SERVICES | HIGHER EDUCATION | $28,138 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 3 | PROGRAM SERVICES | HIGHER EDUCATION | $42,071 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PAKIS | 0 | 0 | PROGRAM SERVICES | HIGHER EDUCATION | $143 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $38,161,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 13 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Subtotal Spent | $38,603,646 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $38,603,646 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 6 | $240,367 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 37 | $1,114,080 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 11 | $522,262 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 3 | $105,312 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 10 | $367,147 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 2 | $80,540 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 1 | $38,812 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 1 | $24,500 | APPLIED AGAINST TUITION CHARGES | CASH |
| SCHOLARSHIPS AND OTHER TUITION ASSISTANCE | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 6 | $290,773 | APPLIED AGAINST TUITION CHARGES | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHONATHON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 PROFESSIONAL DR STE 2 | AddressLine1Txt |
| City | CABOT | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONATHON | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $123,388 | GrossReceiptsAmt |
| Retained By Contractor | $55,954 | RetainedByContractorAmt |
| Net To Organization | $67,434 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $123,388 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $55,954 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $67,434 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ZORBO MEMORIAL FOOTBALL GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $17,032 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,157 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,875 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,106 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $936 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,842 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,032 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,157 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,875 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,106 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $936 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,842 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,884 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 1354 | $49,233,738 |
| SCHOLARSHIPS FOR GLCA STUDENTS | 6 | $269,424 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED BASED ON ESTABLISHED CRITERIA, INCLUDING DONOR RESTRICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JORGE G GONZALEZ | ||||||||||||||
| PRESIDENT | $444,291 | $0 | $0 | $0 | $1,909 | $0 | $42,898 | $0 | $42,845 | $0 | $531,943 | $0 | $0 | $0 |
| DANETTE JOHNSON | ||||||||||||||
| PROVOST | $187,404 | $0 | $0 | $0 | $138 | $0 | $10,146 | $0 | $27,454 | $0 | $225,142 | $0 | $0 | $0 |
| KAREN SISSON | ||||||||||||||
| VP BUSINESS AND FINANCE | $197,252 | $0 | $0 | $0 | $330 | $0 | $9,002 | $0 | $6,866 | $0 | $213,450 | $0 | $0 | $0 |
| GREGORY DIMENT | ||||||||||||||
| ASSOCIATE PROVOST IS | $148,801 | $0 | $0 | $0 | $258 | $0 | $8,657 | $0 | $55,714 | $0 | $213,430 | $0 | $0 | $0 |
| LISA BROCK | ||||||||||||||
| ACADEMIC DIRECTOR, ARCUS CENTER | $163,179 | $0 | $0 | $0 | $396 | $0 | $4,743 | $0 | $25,815 | $0 | $194,133 | $0 | $0 | $0 |
| SARAH WESTFALL | ||||||||||||||
| VP STUDENT DEV/DEAN OF STUDENTS | $163,620 | $0 | $0 | $0 | $258 | $0 | $8,710 | $0 | $10,126 | $0 | $182,714 | $0 | $0 | $0 |
| JOSEPH BANGURA | ||||||||||||||
| PROFESSOR OF HISTORY | $142,703 | $0 | $0 | $0 | $138 | $0 | $4,354 | $0 | $24,079 | $0 | $171,274 | $0 | $0 | $0 |
| JAMES LANGELAND | ||||||||||||||
| PROFESSOR OF BIOLOGY | $125,233 | $0 | $0 | $0 | $258 | $0 | $7,916 | $0 | $26,886 | $0 | $160,293 | $0 | $0 | $0 |
| ALBERT DESIMONE | ||||||||||||||
| VP COLLEGE ADVANCEMENT - PART YEAR | $129,805 | $0 | $0 | $0 | $381 | $0 | $11,890 | $0 | $10,678 | $0 | $152,754 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 A SECTION 457(F) PLAN AND THE COLLEGE CONTRIBUTED $20,000 DURING CALENDAR YEAR 2020. |
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 | MICHIGAN FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 800596186 | BondIssuerEIN |
| CUSIP | 594479EFO | CUSIPNum |
| Bond Issued | 2018-07-11 | BondIssuedDt |
| Issue Price | $44,315,000 | IssuePriceAmt |
| Purpose | REFUNDING 2011 BOND ISSUANCE & CONSTRUCT & EQUIP ATHLETICS FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,315,000 | RetiredAmt |
| Total Proceeds | $48,090,861 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $413,159 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $18,326,488 | CapitalExpendituresAmt |
| Other Spent Proceeds | $29,351,214 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00500 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00500 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 07/11/2018 $44,315,00 MICHIGAN FINANCE AUTHORITY - INCLUDES INVESTMENT EARNINGS OF $364,186. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE GONZALEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF PRESIDENT | RelationshipDescriptionTxt |
| Transaction | $10,000 | TransactionAmt |
| Transaction | HONORARIUM | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 50 | ContributionCnt |
| Noncash Contributions Rpt F990 | $794,984 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG DAILY STOCK PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 AND THE VICE PRESIDENT FOR BUSINESS AND FINANCE 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 255,395. UNCOLLECTIBLE PLEDGES -228,170. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (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 | Yes (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 | 0 | N/A | |
| 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 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GENEVIEVE U GILMORE ENDOWMENT FOR THE ARTS PNC BANK | ||
| C | $101,203 | CASH GRANT |
| DOROTHY HINKLEY HEYL IRREV CHARITABLE TRUST PNC BANK | ||
| C | $123,618 | CASH GRANT |
| L LEE STRYKER MEMORIAL TRUST PNC BANK | ||
| C | $108,501 | CASH GRANT |
| FW & ELSIE L HEYL SCIENCE SCHOLARSHIP FUND PNC BANK | ||
| C | $2,065,787 | CASH GRANT |