MOUND FARM HOLDINGS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MOUND FARM HOLDINGS INC (EIN 42-0681046)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202231339349309828
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T18:06:13-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST STREET SE SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | 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 | 420681046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT MERCY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 3193686470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 ELMHURST DRIVE NE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD OLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193686470 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | OLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY LANE | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2022-01-31 | 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 | TODD OLSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 ELMHURST DRIVE NE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,817,079 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTMERCY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE UNDERGRADUATE AND GRADUATE HIGHER EDUCATION FOR APPROXIMATELY 1,700 STUDENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 818 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $14,252 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,733,321 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,583,078 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,921,771 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,887,065 | CYProgramServiceRevenueAmt |
| PY Investment Income | $426,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,190,603 | CYInvestmentIncomeAmt |
| PY Other Revenue | $940 | PYOtherRevenueAmt |
| CY Other Revenue | $60,360 | CYOtherRevenueAmt |
| PY Total Revenue | $53,082,228 | PYTotalRevenueAmt |
| CY Total Revenue | $59,721,106 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,165,113 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,959,484 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,416,725 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,375,088 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $55,555 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $58,427 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $836,555 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,782,078 | PYOtherExpensesAmt |
| CY Other Expenses | $15,702,775 | CYOtherExpensesAmt |
| PY Total Expenses | $51,419,471 | PYTotalExpensesAmt |
| CY Total Expenses | $53,095,774 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,662,757 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,625,332 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,731,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,024,860 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,429,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,074,160 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,301,943 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,950,700 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CATHOLIC UNIVERSITY PROVIDING STUDENT FOCUSED BACCALAUREATE AND GRADUATE EDUCATION IN THE SPIRIT OF THE SISTERS OF MERCY. WELCOMES WOMEN AND MEN OF ALL BELIEFS TO JOIN THE COMMUNITY IN PURSUIT OF EDUCATION AND SERVICE TO THOSE IN NEED. PROMOTES REFLECTIVE JUDGMENT, STRATEGIC COMMUNICATION, THE COMMON GOOD AND PURPOSEFUL LIVING THROUGH A CORE CURRICULUM, LIBERAL ARTS AND PROFESSIONAL MAJORS AND STUDENT DEVELOPMENT PROGRAMS. STRIVE FOR EXCELLENCE IN ACCOMPLISHING OUR MISSION THROUGH FOUR INTERDEPENDENT GOALS: USING REFLECTIVE JUDGMENT, ENGAGING IN STRATEGIC COMMUNICATION, SERVING THE COMMON GOOD AND PROMOTING PURPOSEFUL LIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,512,890 | ExpenseAmt |
| Grant | $18,959,484 | GrantAmt |
| Revenue | $42,232,521 | RevenueAmt |
| Desc | INSTRUCTION: PROVIDE GRADUATE AND UNDERGRADUATE HIGHER EDUCATION IN PROGRAMS INCLUDING TRADITIONAL DAYTIME FORMAT, NON TRADITIONAL EVENING FORMAT, ONLINE, AND ACCELERATED EVENING AND WEEKEND FORMAT. DEGREES GRANTED INCLUDE MFT, MSN, MBA, MSL, MCJ, MA IN EDUCATION, DMFT, AND DNP (GRADUATE PROGRAMS) AND BA, BS, BAS, AND BBA (UNDERGRADUATE PROGRAMS). FOR FALL OF 2020, THERE WERE 1,107 TRADITIONAL, 115 ACCELERATED AND 191 GRADUATE, 160 ONLINE, AND 133 ONLINE GRADUATE STUDENTS. TOTAL UNDERGRADUATE FTE WAS 1,245; GRADUATE FTE WAS 292. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,079,226 | ExpenseAmt |
| Revenue | $4,025,879 | RevenueAmt |
| Desc | AUXILIARY SERVICES: PROVIDE RESIDENCE HALLS WITH CAPACITY OF 450 STUDENTS, MEALS (BOARD PLANS) FOR RESIDENTIAL AND NON-RESIDENTIAL STUDENTS AND BOOKSTORE FOR TEXTBOOK PURCHASES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,401,783 | ExpenseAmt |
| Revenue | $570,161 | RevenueAmt |
| Desc | ACADEMIC SUPPORT: PROVIDE ACADEMIC RESOURCES TO ALL STUDENTS INCLUDING LIBRARY SERVICES, COMPUTER CENTER AND LABS, ACADEMIC ASSISTANCE AND CAMPUS MINISTRIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,781,534 | ExpenseAmt |
| Revenue | $2,058,504 | RevenueAmt |
| Desc | STUDENT SERVICES: ATHLETICS, HEALTH SERVICES, ADMISSIONS AND FINANCIAL AID. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,781,534 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,058,504 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $43,775,433 | 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 | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 2295 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 818 | 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 | 0 | ForeignFinancialAccountInd |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | UT | 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 | TODD OLSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193686470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 ELMHURST DRIVE NE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MOLLY ALTORFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BARBEE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BARHAMAND | |||||||
| BOARD CHAIR VICE & TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENNETH BROWN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE BUSSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY CANNON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICE CARROLL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRI CHRISTOFFERSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREN COPPOCK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMI CULVER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE GIESLER-SPELLMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAGDA GOLOBIC | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR DELORES HANNON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD HEROLD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY KASPAREK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KAZIMOUR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KETTELKAMP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA KNAPP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE MEYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES NIKRANT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR SUSAN O'CONNOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA PITZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR LAURA REICKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT REID | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RINDERKNECHT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES ROHDE | |||||||
| CHAIR & TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DYAN SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WEHR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR MARGARET WEIGEL | |||||||
| SECRETARY & TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RUTH WHITE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRANDT WORLEY | |||||||
| IMMEDIATE PAST CHAIR & TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAURIE HAMEN | |||||||
| PAST PRESIDENT | 40.00 | $285,993 | $0 | $44,801 | Yes (X) | ||
| ANNE GILLESPIE | |||||||
| VP FOR BUSINESS & FINANCE | 40.00 | $167,358 | $0 | $20,934 | Yes (X) | ||
| TIMOTHY LAURENT | |||||||
| INTERIM PRESIDENT & PROVOST | 40.00 | $176,589 | $0 | $38,358 | Yes (X) | ||
| BRENDA HAEFNER | |||||||
| VP FOR DEVEL & ALUMNI RELATIONS | 40.00 | $153,903 | $0 | $30,952 | Yes (X) | ||
| ROBERT BEATTY | |||||||
| PRESIDENT (UNTIL 6/30/2021) | 40.00 | $115,712 | $0 | $16,949 | Yes (X) | ||
| SHEA FRANCIS | |||||||
| AVP FOR BUSINESS & FIN/CONTROLLER | 40.00 | $109,432 | $0 | $15,558 | Yes (X) | ||
| TOM CASTLE | |||||||
| INTERIM PROVOST & ASSOCIATE PROVOST | 40.00 | $118,401 | $0 | $31,575 | Yes (X) | ||
| NATE KLEIN | |||||||
| VP STUDENT SUCCESS | 40.00 | $101,500 | $0 | $28,428 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,228,888 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $227,555 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| ARAMARK CORPORATION-CAMPUS SERVICES | |||||
| 6000 FELDWOOD ROAD | COLLEGE PARK | GA | 30349 | FOOD SERVICE | $1,537,556 |
| HELIX EDUCATION INC | |||||
| 175 SOUTH WEST TEMPLE SUITE 700 | SALT LAKE CITY | UT | 84101 | STUDENT RECRUITMENT SERVICES | $1,353,709 |
| SLINGSHOT LP | |||||
| 1500 S WESTERN AVE | MARION | IN | 46953 | CAMPUS STORE & MAIL SERVICES | $591,164 |
| NOE TREE SERVICE | |||||
| 5531 KING RICHARD DRIVE | KATY | TX | 77493 | TREE SERVICE & LANDSCAPING | $502,750 |
| EAB GLOBAL INC | |||||
| 2445 M STREET NW | WASHINGTON | DC | 20037 | STUDENT RECRUITMENT & MARKETING SERVICES | $304,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,050,657 | GovernmentGrantsAmt |
| All Other Contributions | $3,532,421 | AllOtherContributionsAmt |
| Total Contributions | $9,583,078 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $42,232,521 | $42,232,521 |
| AUXILARY SERVICE | 611710 | $4,025,879 | $4,025,879 |
| MISCELLANEOUS | 611710 | $2,037,115 | $2,037,115 |
| FEES & ASSESSMENTS | 611710 | $570,161 | $570,161 |
| STUDENT FEES | 611710 | $21,389 | $21,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,887,065 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,347 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $14,252 | UnrelatedBusinessRevenueAmt |
| Exclusion | $510,095 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,762,176 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,095,920 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $666,256 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $666,256 | TotalRevenueColumnAmt |
| Exclusion | $666,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $60,413 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $53 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,360 | TotalRevenueColumnAmt |
| Exclusion | $60,360 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,721,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,887,065 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,252 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,236,711 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,959,484 | TotalAmt |
| Program Services | $18,959,484 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,552 | TotalAmt |
| Management And General | $652,997 | ManagementAndGeneralAmt |
| Fundraising | $72,555 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,188,349 | TotalAmt |
| Program Services | $13,561,046 | ProgramServicesAmt |
| Management And General | $1,171,653 | ManagementAndGeneralAmt |
| Fundraising | $455,650 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,278 | TotalAmt |
| Program Services | $600,670 | ProgramServicesAmt |
| Management And General | $59,297 | ManagementAndGeneralAmt |
| Fundraising | $20,311 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,550 | TotalAmt |
| Program Services | $619,594 | ProgramServicesAmt |
| Management And General | $61,009 | ManagementAndGeneralAmt |
| Fundraising | $20,947 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,079,359 | TotalAmt |
| Program Services | $952,561 | ProgramServicesAmt |
| Management And General | $94,571 | ManagementAndGeneralAmt |
| Fundraising | $32,227 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,856 | TotalAmt |
| Management And General | $60,856 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,973 | TotalAmt |
| Management And General | $89,973 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,427 | TotalAmt |
| Fundraising | $58,427 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,495 | TotalAmt |
| Management And General | $107,495 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,136,898 | TotalAmt |
| Program Services | $2,238,909 | ProgramServicesAmt |
| Management And General | $1,833,816 | ManagementAndGeneralAmt |
| Fundraising | $64,173 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,067 | TotalAmt |
| Program Services | $364,066 | ProgramServicesAmt |
| Management And General | $179,001 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,250 | TotalAmt |
| Program Services | $617,662 | ProgramServicesAmt |
| Management And General | $160,252 | ManagementAndGeneralAmt |
| Fundraising | $65,336 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,600 | TotalAmt |
| Program Services | $830,137 | ProgramServicesAmt |
| Management And General | $22,617 | ManagementAndGeneralAmt |
| Fundraising | $4,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,953 | TotalAmt |
| Program Services | $549,873 | ProgramServicesAmt |
| Management And General | $701 | ManagementAndGeneralAmt |
| Fundraising | $3,379 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,702 | TotalAmt |
| Program Services | $99,490 | ProgramServicesAmt |
| Management And General | $21,891 | ManagementAndGeneralAmt |
| Fundraising | $321 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,803 | TotalAmt |
| Management And General | $515,803 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,791,213 | TotalAmt |
| Program Services | $2,701,829 | ProgramServicesAmt |
| Management And General | $73,610 | ManagementAndGeneralAmt |
| Fundraising | $15,774 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,442 | TotalAmt |
| Program Services | $5,410 | ProgramServicesAmt |
| Management And General | $359,032 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CURRENT RESTRICTED | $783,016 | $747,015 | $35,852 | $149 |
| BAD DEBT | $776,058 | -$2,513 | $778,571 | |
| EQUIPMENT RENTAL & MAIN | $527,529 | $471,350 | $54,102 | $2,077 |
| STUDENT/ATHLETIC/FUNCTI | $402,949 | $335,579 | $58,309 | $9,061 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,226,971 | TotalAmt |
| Program Services | $123,271 | ProgramServicesAmt |
| Management And General | $2,092,378 | ManagementAndGeneralAmt |
| Fundraising | $11,322 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,095,774 | TotalAmt |
| Program Services | $43,775,433 | ProgramServicesAmt |
| Management And General | $8,483,786 | ManagementAndGeneralAmt |
| Fundraising | $836,555 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,502 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,718,470 | BOYAmt |
| EOY | $7,711,959 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,346,300 | BOYAmt |
| EOY | $1,399,130 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,392,021 | BOYAmt |
| EOY | $3,681,534 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $804,821 | BOYAmt |
| EOY | $1,061,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,674,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,510,337 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,936,092 | BOYAmt |
| EOY | $49,164,236 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,368,658 | BOYAmt |
| EOY | $31,900,458 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,179,340 | BOYAmt |
| EOY | $9,081,425 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,003 | BOYAmt |
| EOY | $418,574 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,383,046 | BOYAmt |
| EOY | $3,603,156 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,731,253 | BOYAmt |
| EOY | $108,024,860 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,648,869 | BOYAmt |
| EOY | $3,488,937 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,297 | BOYAmt |
| EOY | $1,752,713 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,842,263 | BOYAmt |
| EOY | $14,128,204 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,000 | BOYAmt |
| EOY | $190,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,384,327 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,554 | BOYAmt |
| EOY | $514,306 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,429,310 | BOYAmt |
| EOY | $20,074,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,866,282 | BOYAmt |
| EOY | $51,840,039 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,435,661 | BOYAmt |
| EOY | $36,110,661 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,301,943 | BOYAmt |
| EOY | $87,950,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,731,253 | BOYAmt |
| EOY | $108,024,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,625,332 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,694,893 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $328,532 | OtherChangesInNetAssetsAmt |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,865,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,465,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,142,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,733,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,162,369 | CurrentTaxYearAmt |
| Total | $25,368,799 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,865,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,465,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,142,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,733,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,162,369 | CurrentTaxYearAmt |
| Total | $25,368,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,708,772 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,660,027 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $529,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $664,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $598,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $524,347 | CurrentTaxYearAmt |
| Total | $2,877,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,246,657 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $232,498,675 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82160 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,783,955 | BeginningYearBalanceAmt |
| Contributions | $2,073,210 | ContributionsAmt |
| Investment Earnings Or Losses | $7,592,958 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,010,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $124,711 | OtherExpendituresAmt |
| End Year Balance | $36,315,412 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,774,122 | BeginningYearBalanceAmt |
| Contributions | $418,381 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,388,548 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $940,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $27,783,955 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,612,897 | BeginningYearBalanceAmt |
| Contributions | $805,456 | ContributionsAmt |
| Investment Earnings Or Losses | $510,769 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,075,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $29,774,122 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,154,721 | BeginningYearBalanceAmt |
| Contributions | $1,650,815 | ContributionsAmt |
| Investment Earnings Or Losses | $1,717,361 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $606,588 | GrantsOrScholarshipsAmt |
| Other Expenditures | $303,412 | OtherExpendituresAmt |
| End Year Balance | $29,612,897 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,124,578 | BeginningYearBalanceAmt |
| Contributions | $2,121,286 | ContributionsAmt |
| Investment Earnings Or Losses | $2,787,497 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $768,961 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,109,679 | OtherExpendituresAmt |
| End Year Balance | $27,154,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10477 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67844 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21679 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,087,683 | OtherCostOrOtherBasisAmt |
| Book Value | $2,087,683 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,090,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,103,965 | DepreciationAmt |
| Book Value | $31,986,440 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,894,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,686,859 | DepreciationAmt |
| Book Value | $3,207,456 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,602,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,719,513 | DepreciationAmt |
| Book Value | $11,882,657 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,164,236 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUND | $7,070,443 | F |
| COLLATERALIZED DEBT OBLIGATION | $1,412,285 | F |
| REAL ESTATE | $560,347 | F |
| ABSOLUTE RETURN FUND | $38,350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,081,425 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $15,000 |
| DUE TO US GOVT PROGRAM | $499,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $514,306 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,914,110 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,694,893 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$107,548 | OtherRevenueAmt |
| Revenue Not Reported | $6,587,345 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,326,765 | RevenueSubtotalAmt |
| Other Revenues Not Included | $22,394,341 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $22,394,341 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $59,721,106 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,028,846 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $53 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $53 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,028,793 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $19,066,981 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,066,981 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $53,095,774 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PROVIDE SCHOLARSHIPS TO STUDENTS AND SUPPORT ACADEMIC PROGRAMS AND DEPARTMENTS. |
| PART X, LINE 2: | THE UNIVERSITY IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ANY NET INCOME FROM UNRELATED BUSINESS ACTIVITIES. THE UNIVERSITY FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY AND UNRELATED BUSINESS INCOME (UBI) IS REPORTED ON FORM 990-T, AS APPROPRIATE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS, WHICH INCLUDE SUCH MATTERS AS THE TAX EXEMPT STATUS AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBI. AS OF JUNE 30, 2021 AND 2020, THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE -107,495. COST OF GOODS SOLD -53. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS & GRANTS PAID 18,959,484. PASSTHROUGH K-1 INCOME 14,252. PPP LOAN FORGIVENESS 3,420,605. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD SHOWN UNDER REVENUE 53. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS & GRANTS PAID 18,959,486. INVESTMENT MANAGEMENT FEES SHOWN AS EXPENSE 107,495. |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | EVEN THOUGH THE UNIVERSITY IS NOT REQUIRED TO USE THE NEWSPAPER IN ACCORDANCE WITH PARAGRAPH 4.03(2)(A) OF REV. PROC. 75-50, THE NONDICSCRIMINATORY POLICY IS ACCESSIBLE ON THE UNIVERSITY WEBSITE. IN ADDITION, THE POLICY IS PROMOTED DURING STUDENT SOLICITATION TRIPS BY THE OFFICE OF ADMISSIONS WHEN THE SUBJECT IS RAISED. FINALLY, THE GENERAL PUBLIC IS AWARE OF THE UNIVERSITY'S RACIAL NONDISCRIMINATION POLICY BECAUSE OF THE UNIVERSITY'S CLOSE ASSOCIATION WITH THE ARCHDIOCESE OF DUBUQUE. DATA IS AVAILABLE UPON REQUEST. |
| SCHEDULE E, PART I, LINE 6 | MOUNT MERCY UNIVERSITY RECEIVES FEDERAL AND STATE FINANCIAL AID AND GRANTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $9,936,175 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,936,175 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,936,175 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PKWY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | RESEARCH, MAIL, EMAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $71,775 | GrossReceiptsAmt |
| Retained By Contractor | $58,427 | RetainedByContractorAmt |
| Net To Organization | $13,348 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $71,775 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $58,427 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $13,348 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ENDOWED SCHOLARSHIPS | 353 | $726,868 |
| ATHLETIC SCHOLARSHIPS | 524 | $2,239,298 |
| MERIT SCHOLARSHIPS | 1698 | $12,243,769 |
| OTHER SCHOLARSHIPS | 121 | $3,749,549 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ACADEMIC PROGRESS OF FINANCIAL AID RECIPIENTS IS MONITORED A MINIMUM OF ONCE EACH ACADEMIC YEAR. STUDENTS SHOULD CONTACT THE FINANCIAL AID OFFICE WITH QUESTIONS REGARDING THE INTENT AND/OR INTERPRETATION OF THESE STANDARDS. COMPLETION RATE AND GRADE POINT AVERAGE (GPA) REQUIREMENTS FULL-TIME STUDENTS (STUDENTS ATTEMPTING 12 OR MORE CREDIT HOURS EACH SEMESTER) MUST PROGRESS ACCORDING TO THE FOLLOWING SCHEDULE: MINIMUM CREDITS MINIMUM REQUIRED COMPLETED CUMULATIVE GPA YEAR 1 24 2.00 YEAR 2 48 2.00 YEAR 3 72 2.00 YEAR 4 96 2.00 YEAR 5 123 2.00 THESE CREDIT HOURS MUST BE EARNED DURING THE ACADEMIC YEAR (FALL, WINTER AND SPRING). HOWEVER, IF A STUDENT DOES NOT MEET THESE REQUIRED HOURS, THEY MAY BE EARNED DURING THE FOLLOWING SUMMER SESSION(S). FAILURE TO ACHIEVE THIS STANDARD BY THE END OF THE SUMMER WILL RESULT IN THE LOSS OF FINANCIAL AID ELIGIBILITY UNTIL THE COMPLETED CUMULATIVE HOURS MEET THE MINIMUM STANDARDS. LOSS OF AID IS NOT THE SAME AS ACADEMIC SUSPENSION, WHICH IS HANDLED BY THE VICE PRESIDENT OF ACADEMIC AFFAIRS. PART-TIME STUDENTS MUST SUCCESSFULLY COMPLETE ONE-HALF OF THE CREDIT HOURS THEY ATTEMPT. COMBINED STUDENTS (STUDENTS BLENDING TERMS OF FULL- AND PART-TIME ENROLLMENT) MUST ACHIEVE A CUMULATIVE TOTAL THAT SATISFIES THE COMBINED FULL- AND PART-TIME STANDARDS. STUDENTS WHO DO NOT ACHIEVE THE MINIMUM CUMULATIVE GPA ARE GRANTED ONE PROBATIONARY SEMESTER IN WHICH TO RAISE THEIR CUMULATIVE GPA TO THE MINIMUM. FAILURE TO ACHIEVE THIS STANDARD AT ANY POINT FOLLOWING THE PROBATIONARY SEMESTER RESULTS IN THE LOSS OF FINANCIAL AID ELIGIBILITY UNTIL THE CUMULATIVE GPA MEETS THE MINIMUM STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURIE HAMEN | ||||||||||||||
| PAST PRESIDENT | $284,476 | $0 | $0 | $0 | $1,517 | $0 | $34,480 | $0 | $10,321 | $0 | $330,794 | $0 | $0 | $0 |
| TIMOTHY LAURENT | ||||||||||||||
| INTERIM PRESIDENT & PROVOST | $175,995 | $0 | $0 | $0 | $594 | $0 | $11,033 | $0 | $27,325 | $0 | $214,947 | $0 | $0 | $0 |
| ANNE GILLESPIE | ||||||||||||||
| VP FOR BUSINESS & FINANCE | $166,786 | $0 | $0 | $0 | $572 | $0 | $10,200 | $0 | $10,734 | $0 | $188,292 | $0 | $0 | $0 |
| BRENDA HAEFNER | ||||||||||||||
| VP FOR DEVEL & ALUMNI RELATIONS | $153,625 | $0 | $0 | $0 | $278 | $0 | $9,566 | $0 | $21,386 | $0 | $184,855 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HOUSING ALLOWANCE AND PERSONAL SERVICES IS FOR THE HOUSE THAT MOUNT MERCY UNIVERSITY OWNS AND THE PRESIDENT RESIDES IN WHERE SHE CONDUCTS SIGNIFICANT BUSINESS ACTIVITIES AND HOLDS COLLEGE RELATED ENTERTAINMENT FUNCTIONS. SOCIAL CLUB DUES PAID BY THE ORGANIZATION ARE ALLOCATED BETWEEN BUSINESS AND PERSONAL BASED ON USAGE. ANY PERSONAL USE BY THE INDIVIDUAL IS REIMBURSED TO THE UNIVERSITY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| IOWA FINANCE AUTHORITY | |||||||
| A | 521699886 | 2016-09-28 | $10,000,000 | FINANCE ATHLETIC COMPLEX | 0 | 0 | 0 |
| CITY OF ROBINS IA | |||||||
| B | 420887558 | 2018-12-26 | $8,341,000 | FINANCE BUILDING & EQUIPMENT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $3,417,550 | $10,000,000 | $92,000 | $9,908,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) |
| B | $729,396 | $8,341,000 | $41,100 | $8,299,900 | 2018 | Yes (1) | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | Yes (1) | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| US BANK | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 7.000000000000 | 0 | 0 | 0 | 0 | 0 |
| US BANK | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 7.000000000000 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 - TOTAL NUMBER OF VOLUNTEERS IS 250 | VOLUNTEERS CONSIST OF BOARD MEMBERS, VOLUNTEERS FOR PHONATHON AND VOLUNTEER COACHES FOR EM, DEVELOPMENT AND ACADEMIC AFFAIRS. |
| FORM 990, PART VI, SECTION A, LINE 2 | BARBARA KNAPP, BOARD TRUSTEE AND JIM NIKRANT, BOARD TRUSTEE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS CONSIST OF BOARD OF TRUSTEES AND HONORARY MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ARE THE BOARD TRUSTEES WHO ELECT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS ARE THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE REVIEWS THE 990 PRIOR TO IT BEING FILED AND VOTES TO ACCEPT IT. EACH BOARD MEMBER RECEIVES A COPY OF THE COMPLETED 990 PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR ALL BOARD MEMBERS AND EXECUTIVE STAFF SUBMIT THE COMPLETED COI QUESTIONNAIRE. THESE ARE REVIEWED BY THE ASSISTANT TO THE PRESIDENT. BOARD MEMBERS AND EXECUTIVE STAFF DO NOT PARTICIPATE IN DECISIONS (EITHER DISCUSSION OR VOTING) REGARDING ITEMS WITH WHICH THEY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES EACH YEAR REVIEWS THE SALARY AND BENEFITS OF THE PRESIDENT, PROVOST AND VICE PRESIDENT FOR ACADEMIC AFFAIRS, VICE PRESIDENT FOR BUSINESS AND FINANCE, VICE PRESIDENT FOR DEVELOPMENT AND ALUMNI RELATIONS, VICE PRESIDENT FOR ENROLLMENT AND MARKETING, VICE PRESIDENT FOR STUDENT SUCCESS, AND VICE PRESIDENT FOR MISSION AND MINISTRY. AS A PART OF THE REVIEW, THE SALARIES FOR SIMILAR POSITIONS IN HIGHER EDUCATION ARE RESEARCHED AND COMPARED WITH THE SALARIES AT MOUNT MERCY IN ORDER TO DETERMINE REASONABLENESS AND COMPETITIVENESS. THE EXECUTIVE COMMITTEE EITHER APPROVES THE SALARIES OR MAKES RECOMMENDATIONS FOR ADJUSTMENTS BASED UPON THE COMPARATIVE DATA SUPPLIED. ALL COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,525. CHANGE IN VALUE INTEREST RATE SWAPS 340,259. K-1 PASSTHROUGH INCOME -14,252. |