ANDERSON UNIVERSITY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON UNIVERSITY INC (EIN 35-0867954)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-12
- IRS object ID
- 202131029349301233
- Schema version
- 2019v5.2
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-12T16:42:00-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Avenue Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350867954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson University Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 7656414001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 East 5th Street | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Brock Vaughters | PersonNm |
| Person Title | VP of Finance and Treasurer | PersonTitleTxt |
| Phone | 7656414001 | PhoneNum |
| Signature | 2021-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ted R Batson Jr | PreparerPersonNm |
| PTIN | P00721951 | PTIN |
| Phone | 3178852620 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Pistole | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 East 5th Street | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,268,737 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.anderson.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1917 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | To educate persons for a life of faith and service in the church and society | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 1413 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,747 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,864,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,605,332 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,114,667 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,962,785 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,841,754 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,545,520 | CYInvestmentIncomeAmt |
| PY Other Revenue | $695,332 | PYOtherRevenueAmt |
| CY Other Revenue | $1,106,631 | CYOtherRevenueAmt |
| PY Total Revenue | $60,516,320 | PYTotalRevenueAmt |
| CY Total Revenue | $63,220,268 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,440,020 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,498,548 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,874,695 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,043,566 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,224,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,408,513 | PYOtherExpensesAmt |
| CY Other Expenses | $18,837,298 | CYOtherExpensesAmt |
| PY Total Expenses | $62,723,228 | PYTotalExpensesAmt |
| CY Total Expenses | $60,379,412 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,206,908 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,840,856 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,633,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,256,277 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,546,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,581,384 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,086,783 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,674,893 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of Anderson University is to educate for a life of faith and service in the church and society. Established and sustained within the free and open traditions of the Church of God, this university is committed to being a teaching-learning community of the highest order, engaged in the pursuit of truth from a Christian faith perspective. Through academic and Christian discovery, we intend to graduate people with a global perspective who are competent, caring, creative, generous individuals of character and potential. We will build those quality programs that will enable each member of the university to become stronger in body, mind, and spirit, to experience what it means to love God and neighbor, and to adopt Christ-like servant ways in all of life. The mission statement and supporting statements were adopted by the Board of Trustees in 2007. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,010,428 | ExpenseAmt |
| Grant | $17,498,548 | GrantAmt |
| Revenue | $39,793,146 | RevenueAmt |
| Desc | Higher education: General educational activities serving 1,450 students during the 2019-20 school year. AU students benefit from a low student-to-faculty ratio of 11 to 1, as well as the expertise of 117 full-time faculty members, 81 percent of whom hold terminal degrees. Anderson University continues to be recognized as one of America's top colleges by US News & World Report, The Princeton Review, and Colleges of Distinction. Three of the university's programs received "badges of distinction": Business, Education, and Nursing. The University has long had a strong undergraduate liberal arts curriculum. The University offers a unique 10-month MBA graduate program with a significant co-op experience and a residential option. The University's MBA, Master's in Christian Ministry, and Master of Divinity programs are also offered through online/hybrid classes with the MBA offered face-to-face in several locations around Indianapolis. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,089,195 | ExpenseAmt |
| Revenue | $9,163,824 | RevenueAmt |
| Desc | Higher education: Auxiliary enterprise primarily involving residence halls, food services, Student Health Services, Mail Center, and bookstore activities supporting the educational program. We believe that on-campus living is an integral part of the college experience. In our residence halls, we are committed to offering not only a safe and comfortable place to live, but also an environment that promises to both challenge and support our students as they grow physically, academically, socially, and spiritually. Anderson University Food Services provides friendly service and great variety in four different locations across campus: The Marketplace, Raven's Haven, Create, and Mocha Joe's. Student Health Services provides medical assistance to students and is operated by Community Health Network. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $50,099,623 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2040 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1413 | 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 | 30 | 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 | 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 | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Brock Vaughters | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7656414001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 East 5th Street | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| John Pistole | |||||||
| President | 40.00 | Yes (X) | Yes (X) | $206,414 | $0 | $31,874 | |
| Ryon Kaopuiki | |||||||
| VP Enrollment and Mktg (part year) | 40.00 | Yes (X) | $127,245 | $0 | $40,008 | ||
| Marie S Morris | |||||||
| Provost and VP of Corporation | 40.00 | Yes (X) | $132,146 | $0 | $23,713 | ||
| Ray Sylvester | |||||||
| Assoc Professor Marketing | 40.00 | $117,195 | $0 | $30,139 | Yes (X) | ||
| James Ragsdale | |||||||
| VP for Finance and Treasurer | 40.00 | Yes (X) | $116,630 | $0 | $13,711 | ||
| Jeff Wright | |||||||
| Dean, School of Music Theatre, Dance | 40.00 | $104,569 | $0 | $16,802 | Yes (X) | ||
| Jennifer Hunt | |||||||
| VP Advancement and Secretary | 40.00 | Yes (X) | $110,612 | $0 | $23 | ||
| Michael Collette | |||||||
| Dean, Falls School of Business | 40.00 | $107,593 | $0 | $2,836 | Yes (X) | ||
| Wendy Frank | |||||||
| Asst Treasurer/Controller(part year) | 40.00 | Yes (X) | $70,392 | $0 | $17,863 | ||
| Ronda Reemer | |||||||
| Assistant Secretary | 40.00 | Yes (X) | $44,362 | $0 | $3,123 | ||
| Patricia Seasor Bailey | |||||||
| Chairwoman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dennis Carroll | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John Sanders | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Guy Perry | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey Jenness | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Strozier | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rodney Stafford | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rudolph R Pyle III | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary E Jamerson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Rennick | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Krenz | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jayne Grandison | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Terry S McCardwell | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Donna A Harman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Erin Coffman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James R Cook | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lloyd Schnuck Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kimberly Johnson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Erin Taylor | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Beth Tharp | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Deidre Franklin | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John Wechsler | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| D Kyle De Fur | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles Myricks | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michele Jackson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Cox | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Earley | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Vernon Smith | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martin Grubbs | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James Giesler | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Louis Gerig | |||||||
| Trustee (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Larry Lilly | |||||||
| Trustee (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Anderson | |||||||
| Trustee (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dale M Fontenot | |||||||
| Trustee (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ralph Welton | |||||||
| Trustee (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Raymond Chin | |||||||
| Trustee (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Suahil Housholder | |||||||
| Asst Treasurer & Controller | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Heather Kim | |||||||
| VP for Enrollment and Marketing | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,137,158 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,092 | 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 |
|---|---|---|---|---|---|
| Chartwells Dining Services | |||||
| PO Box 417632 | Boston | MA | 02241 | Food Service Management | $2,793,240 |
| WFF Facility Services | |||||
| 211 S Jefferson | St Louis | MO | 63103 | Custodial Services | $791,533 |
| Oracle America Inc | |||||
| PO Box 203448 | Dallas | TX | 75320 | Computer Techonology | $232,117 |
| Advanced Productivity Computing Inc | |||||
| 14690 Galazie Avenue 116 | Apple Valley | MN | 55124 | Computer Techonology | $152,805 |
| Enrollmentfuel LLC | |||||
| 144 West Second Street | Washington | NC | 27889 | Recruiting Data | $150,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,654,159 | GovernmentGrantsAmt |
| All Other Contributions | $6,951,173 | AllOtherContributionsAmt |
| Noncash Contributions | $230,885 | NoncashContributionsAmt |
| Total Contributions | $12,605,332 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611310 | $39,793,146 | $39,793,146 |
| Auxiliary services | 611310 | $7,170,887 | $7,170,887 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $998,752 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $998,752 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,962,785 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $962,449 | TotalRevenueColumnAmt |
| Exclusion | $962,449 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,671 | TotalRevenueColumnAmt |
| Exclusion | $64,671 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $239,558 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $447,099 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$207,541 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$207,541 | TotalRevenueColumnAmt |
| Exclusion | -$207,541 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,051,376 | SecuritiesAmt |
| Other | $68,394 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,591,327 | SecuritiesAmt |
| Other | $10,043 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $460,049 | SecuritiesAmt |
| Other | $58,351 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $518,400 | TotalRevenueColumnAmt |
| Exclusion | $518,400 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Finance charges | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $319,987 | TotalRevenueColumnAmt |
| Exclusion | $319,987 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $994,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $994,185 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,314,172 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,220,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,956,970 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,657,966 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,484,176 | TotalAmt |
| Program Services | $17,484,176 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,372 | TotalAmt |
| Program Services | $14,372 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,703 | TotalAmt |
| Management And General | $844,557 | ManagementAndGeneralAmt |
| Fundraising | $117,146 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,559 | TotalAmt |
| Management And General | $96,559 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,171,925 | TotalAmt |
| Program Services | $14,416,008 | ProgramServicesAmt |
| Management And General | $2,215,994 | ManagementAndGeneralAmt |
| Fundraising | $539,923 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,653 | TotalAmt |
| Program Services | $292,180 | ProgramServicesAmt |
| Management And General | $57,137 | ManagementAndGeneralAmt |
| Fundraising | $12,336 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,227,219 | TotalAmt |
| Program Services | $3,049,210 | ProgramServicesAmt |
| Management And General | $1,068,003 | ManagementAndGeneralAmt |
| Fundraising | $110,006 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,507 | TotalAmt |
| Program Services | $955,562 | ProgramServicesAmt |
| Management And General | $226,402 | ManagementAndGeneralAmt |
| Fundraising | $42,543 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,167 | TotalAmt |
| Management And General | $32,167 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,847 | TotalAmt |
| Management And General | $81,847 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460 | TotalAmt |
| Management And General | $460 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,945 | TotalAmt |
| Management And General | $37,945 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,365 | TotalAmt |
| Program Services | $449,166 | ProgramServicesAmt |
| Management And General | $167,935 | ManagementAndGeneralAmt |
| Fundraising | $3,264 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,725 | TotalAmt |
| Program Services | $121,695 | ProgramServicesAmt |
| Management And General | $277,257 | ManagementAndGeneralAmt |
| Fundraising | $90,773 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,890 | TotalAmt |
| Program Services | $336,341 | ProgramServicesAmt |
| Management And General | $276,445 | ManagementAndGeneralAmt |
| Fundraising | $29,104 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,917 | TotalAmt |
| Program Services | $238,991 | ProgramServicesAmt |
| Management And General | $1,027,098 | ManagementAndGeneralAmt |
| Fundraising | $828 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,007,877 | TotalAmt |
| Program Services | $1,687,448 | ProgramServicesAmt |
| Management And General | $314,526 | ManagementAndGeneralAmt |
| Fundraising | $5,903 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,517 | TotalAmt |
| Program Services | $794,018 | ProgramServicesAmt |
| Management And General | $21,659 | ManagementAndGeneralAmt |
| Fundraising | $16,840 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,863 | TotalAmt |
| Program Services | $150,262 | ProgramServicesAmt |
| Management And General | $40,893 | ManagementAndGeneralAmt |
| Fundraising | $19,708 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,391,546 | TotalAmt |
| Program Services | $1,929,658 | ProgramServicesAmt |
| Management And General | $386,257 | ManagementAndGeneralAmt |
| Fundraising | $75,631 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,033,938 | TotalAmt |
| Program Services | $2,091,453 | ProgramServicesAmt |
| Management And General | $929,757 | ManagementAndGeneralAmt |
| Fundraising | $12,728 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,271 | TotalAmt |
| Program Services | $138,360 | ProgramServicesAmt |
| Management And General | $180,911 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Auxiliary services | $2,089,195 | $2,089,195 | ||
| Maintenance & repair | $1,054,628 | $890,157 | $163,618 | $853 |
| Dues and subscriptions | $464,341 | $302,658 | $107,822 | $53,861 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,261,806 | TotalAmt |
| Program Services | $2,668,713 | ProgramServicesAmt |
| Management And General | $499,833 | ManagementAndGeneralAmt |
| Fundraising | $93,260 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,379,412 | TotalAmt |
| Program Services | $50,099,623 | ProgramServicesAmt |
| Management And General | $9,055,082 | ManagementAndGeneralAmt |
| Fundraising | $1,224,707 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,505 | BOYAmt |
| EOY | $1,692,378 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,981,745 | BOYAmt |
| EOY | $9,226,256 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,256 | BOYAmt |
| EOY | $2,971,708 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,138,540 | BOYAmt |
| EOY | $2,524,328 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,471 | BOYAmt |
| EOY | $538,137 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,580 | BOYAmt |
| EOY | $116,444 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,805 | BOYAmt |
| EOY | $96,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $136,278,465 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,011,397 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,584,734 | BOYAmt |
| EOY | $62,267,068 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,082,281 | BOYAmt |
| EOY | $36,737,250 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,227,837 | BOYAmt |
| EOY | $8,807,034 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,443,167 | BOYAmt |
| EOY | $2,808,706 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,899,208 | BOYAmt |
| EOY | $4,470,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,633,129 | BOYAmt |
| EOY | $132,256,277 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,981,944 | BOYAmt |
| EOY | $3,589,488 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,808,511 | BOYAmt |
| EOY | $1,665,916 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,620,225 | BOYAmt |
| EOY | $42,456,342 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,763,379 | BOYAmt |
| EOY | $8,626,676 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,239 | BOYAmt |
| EOY | $278,397 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,010,048 | BOYAmt |
| EOY | $5,964,565 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,546,346 | BOYAmt |
| EOY | $62,581,384 | 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 | $28,668,602 | BOYAmt |
| EOY | $28,317,202 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,418,181 | BOYAmt |
| EOY | $41,357,691 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,086,783 | BOYAmt |
| EOY | $69,674,893 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,633,129 | BOYAmt |
| EOY | $132,256,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,840,856 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $772,935 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$25,681 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $6,096,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,628,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,046,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,864,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,605,332 | CurrentTaxYearAmt |
| Total | $35,241,695 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,096,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,628,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,046,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,864,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,605,332 | CurrentTaxYearAmt |
| Total | $35,241,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,163,946 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,077,749 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,420,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $919,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,248,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,640,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,266,678 | CurrentTaxYearAmt |
| Total | $6,495,424 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83 | CurrentTaxYearAmt |
| Total | $1,311 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,198,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,002,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $612,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,142,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,314,172 | CurrentTaxYearAmt |
| Total | $7,269,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,008,379 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $270,488,205 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10, Explanation of Other Income: | Finance charges - 2015 Amount: $ 275,882. 2016 Amount: $ 272,600. 2017 Amount: $ 314,161. 2018 Amount: $ 361,405. 2019 Amount: $ 319,987. Miscellaneous income - 2015 Amount: $ 1,922,988. 2016 Amount: $ 1,729,645. 2017 Amount: $ 298,216. 2018 Amount: $ 780,880. 2019 Amount: $ 994,185. |
| Schedule A, Part II: | The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and qualifies to use the first listed special rule for Schedule B reporting. |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $460 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $460 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The portion of memberships dues designated as lobbying expenditures. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $1,400 | RevenuesIncludedAmt |
| Assets Included | $2,409,018 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,676,629 | BeginningYearBalanceAmt |
| Contributions | $1,018,480 | ContributionsAmt |
| Investment Earnings Or Losses | $1,584,085 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,396,240 | GrantsOrScholarshipsAmt |
| Other Expenditures | $225,213 | OtherExpendituresAmt |
| End Year Balance | $35,108,167 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,543,463 | BeginningYearBalanceAmt |
| Contributions | $692,044 | ContributionsAmt |
| Investment Earnings Or Losses | -$282,154 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,396,724 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,880,000 | OtherExpendituresAmt |
| End Year Balance | $33,676,629 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,383,533 | BeginningYearBalanceAmt |
| Contributions | $1,242,172 | ContributionsAmt |
| Investment Earnings Or Losses | $2,272,498 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,354,740 | GrantsOrScholarshipsAmt |
| End Year Balance | $37,543,463 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,710,513 | BeginningYearBalanceAmt |
| Contributions | $551,109 | ContributionsAmt |
| Investment Earnings Or Losses | $3,488,009 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,366,098 | GrantsOrScholarshipsAmt |
| End Year Balance | $35,383,533 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,280,995 | BeginningYearBalanceAmt |
| Contributions | $1,089,067 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,384,967 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,274,582 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,710,513 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98290 | PrmnntEndowmentBalanceEOYPct |
| 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 | $4,209,707 | OtherCostOrOtherBasisAmt |
| Book Value | $4,209,707 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,958,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,568,100 | DepreciationAmt |
| Book Value | $42,390,742 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,937,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,422,284 | DepreciationAmt |
| Book Value | $4,514,906 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,266,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,446,546 | DepreciationAmt |
| Book Value | $8,819,521 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,906,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,574,467 | DepreciationAmt |
| Book Value | $2,332,192 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $62,267,068 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Real Estate | $2,961,542 | F |
| Life Insurance | $271,998 | F |
| Beneficial Interest in Perpetual Trusts | $150,088 | F |
| Deposits with External Trustees | $4,000,911 | F |
| Interest in partnerships | $1,422,495 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,807,034 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $689,062 |
| Liability for Amounts Held for Others | $1,647,401 |
| Liability for Federal Student Loans | $1,960,621 |
| Refundable advance | $1,054,766 |
| Life estate liability | $612,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,964,565 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The University's collection is made up of donations of art, books, and historical treasures. The University maintains the collection throughout the University's premises and is available for public display and access. The collection furthers the University's exempt education purpose by enhancing the University community's awareness of art, literature, and history. |
| Part V, Line 4: | The University's endowment funds are intended to fund designated University tax exempt activities, such as, the distribution of scholarships and grants to students, as well as funding operational and capital needs of the University. Form 990, Schedule D, Part V, Lines 2a-2c: In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 5/31/2020. To date, Form 990 and its associated schedules have not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions |
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 | Yes (1) | 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 | Anderson University does not discriminate on the basis of age, gender, ethnic or racial origin, physical or mental disability, marital or veteran status in administration of its education, admissions, scholarship, loan, athletic policies, other school programs, or as a condition for employment. The University includes its non-discrimination policy at various points throughout its website, including the homepage, which is the primary source of information for the public. The policy is also included on application forms and in catalogs for students. |
| Schedule E, Part I, Line 6 | The University participates in the Federal Perkins Loan program and is the recipient of various state and federal grants. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Program services | Mission trips | $85,927 |
| East Asia and the Pacific | 0 | 0 | Program services | Mission trips | $11,700 |
| South America | 0 | 0 | Grants to Recipients Located in Region | $8,000 | |
| Central America and the Caribbean | 0 | 0 | Grants to Recipients Located in Region | $6,372 | |
| Central America and the Caribbean | 0 | 0 | Program services | Mission trips | $5,826 |
| 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 | $117,825 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $117,825 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | NA Teams Support | $6,372 | Check |
| South America | Sports Ambassadors | $8,000 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Grant budgets and expenditures are tracked via our accounting software system and transactions can be viewed by looking for specific budgets to ensure the grants are used for the intended purpose and in line with the budget. |
| Part I, line 3: | Expenditures are accounted for using the accrual method of accounting. |
| Part III Accounting Method: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarship/fellowship/grant | GrantTypeTxt |
| Recipient | 1453 | RecipientCnt |
| Cash Grant | $17,484,176 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Scholarships issued to University students are applied to the student's account. A list of scholarship, fellowship and grant assistance awarded is on file at the University. Although there may be recipients who are related to persons having interest in the University, such persons are selected on an equal and objective basis as with other recipients. All students receiving assistance are selected on the University's criteria for academic and financial need, and other similar criteria. The University does not discriminate on the basis of age, gender, ethnic or racial origin, physical or mental disability, marital or veteran status in administration of scholarships or loans. Also, note that the University provides remitted tuition to qualified faculty, staff and certain dependents as a benefit of employment. The University monitors the student accounts and eligibility. | 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 Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Pistole | ||||||||||||||
| President | $206,414 | $0 | $0 | $0 | $0 | $0 | $6,150 | $0 | $26,077 | $0 | $238,641 | $0 | $0 | $0 |
| Ryon Kaopuiki | ||||||||||||||
| VP Enrollment and Mktg (part year) | $127,245 | $0 | $0 | $0 | $0 | $0 | $4,125 | $0 | $36,122 | $0 | $167,492 | $0 | $0 | $0 |
| Marie S Morris | ||||||||||||||
| Provost and VP of Corporation | $132,146 | $0 | $0 | $0 | $0 | $0 | $4,123 | $0 | $19,840 | $0 | $156,109 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Housing Allowance: A campus residence is provided to the President in office for the convenience of the university and is not considered taxable income. Health or social club dues: Local country club membership is provided for the President's business use. Use for bona fide business purposes is not considered taxable income. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| City of Anderson Indiana | ||||||||
| A | 356000939 | NoneAvail | 2014-12-16 | $5,189,160 | Purchase of residence hall | 0 | 0 | 0 |
| City of Anderson Indiana | ||||||||
| B | 356000939 | 033887CX6 | 2017-09-28 | $39,965,000 | Refinance 2007 & 2015 bonds | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,105,000 | $5,189,160 | $5,409 | $103,100 | $4,674,651 | $406,000 | 2014 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $39,236,021 | $783,427 | $35,137,223 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) | $3,250,700 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: City of Anderson Indiana Date the Rebate Computation was Performed: 01/07/2020 |
| Schedule K, Part II, Line 3 | The amount recorded as total proceeds of issue for bond B is greater than the issue price for the bonds due to the inclusion of investment earnings. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Lisa Ragsdale | |||
| Family member of James Ragsdale, Officer | $56,399 | Compensation and benefits | 0 |
| Alexander Morris | |||
| Family member of Marie Morris, Officer | $34,699 | Compensation and benefits | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,097 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,647 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $198,983 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $278 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 2 | $9,640 | Cost |
| Yes (X) | Meal and Entertainment | 2 | $270 | Cost |
| Yes (X) | Gift cards | 1 | $20 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Executive Committee is composed of seven trustees including the Chair and Vice Chair. The other five members are elected annually by the Board of Trustees. Other members may meet with this Committee, they do not have voting power. It is the duty of the Executive Committee to act on behalf of the Board of Trustees during the period between the Board's meetings. |
| Form 990, Part VI, Section B, line 11b | The University's Form 990 is prepared by an independent CPA firm. Prior to the 990 being filed with the IRS, the 990 is reviewed in detail by the University's Assistant Treasurer and Controller, Vice President for Finance and Treasurer, President and the Audit Committee. The University's Board of Trustees delegates the review of the Form 990 to the Audit Committee, a subcommittee of the University's Board of Trustees. Before filing the 990, the Board of Trustees receive a copy to review. |
| Form 990, Part VI, Section B, line 12c | The Controller annually monitors all existing conflicts and enforces compliance with the University's conflict of interest policy by conducting a review prior to the University's annual audit. The University's conflict of interest policy states that all employees and Board of Trustees submit a conflict of interest form each year of employment. Determination of existing conflicts is the responsibility of the Controller who will also review with the Vice President for Finance and Treasurer. Persons with conflicts do not participate in decisions and deliberations of the governing body. |
| Form 990, Part VI, Section B, line 15 | 15a - The independent Executive Committee of the Board of Trustees establishes the salary of the President upon recommendation of the subcommittee on evaluation and compensation. This process is directed through the Office of Work Life Engagement where compensation is compared to area benchmark information. Work Life then presents a recommendation to the VP for Finance and Treasurer to present to the Board of Trustees for approval annually. This process is documented in the board minutes. 15b - The salaries of other Executive officers of the University are established independently of the President, subject to the approval of the subcommittee on evaluation and compensation. This process is directed through Human Resources where compensation is compared to area benchmark information. The University's strategic plan is to reach compensation rates at 80% for staff and 77% for faculty of benchmark. HR then presents a recommendation to the President for approval annually. The President may appoint and establish the salaries of administrative officers as he/she deems appropriate. This process is documented in the HR files. |
| Form 990, Part VI, Section C, line 19 | The University's governing documents and conflict of interest policy are available on the University's public website. The University's financial statements are not made available to the public but the financial statements are available at emma.msrb.org for bondholders. |
| Form 990, Part XI, line 9: | Actuarial change in annuities and trusts -25,681. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson University Properties LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 E 5th St | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472075850 | EIN |
| Primary Activities | Hold property for student housing | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | $356,273 | TotalIncomeAmt |
| End Of Year Assets | $8,131,771 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson University | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Flagship Enterprise Center | ||||||||||
| 2701 Enterprise Drive | Anderson | IN | 46013 | 043732583 | Serve as a new business incubator & growth stage business accelerator | IN | 501(c)(3) | 7 | Anderson University | Yes (1) |
| Flagship Enterprise Capital Inc | ||||||||||
| 2705 Enterprise Drive Ste 150 | Anderson | IN | 46013 | 813693405 | Economic devel. by providing access to capital funding for small bus. devel. | IN | 501(c)(3) | 7 | Flagship Enterprise Center | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HWH Business LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 Summerlake Circle | AddressLine1Txt |
| City | Anderson | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352084392 | EIN |
| Primary Activities | Real estate | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $370 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $977,360 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.91000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Charitable Remainder Unitrust (18) | |||||||||||
| Trust | IN | Anderson University | Yes (1) | ||||||||
| Orangehaus Records Inc | |||||||||||
| Provide University students with experience in music recording | IN | Anderson University | Yes (1) | 1100 E 5th Street | Anderson | IN | 46012 | 201675766 | C | $14,996 | 1.00000 |
| 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Orangehaus Records Inc | ||
| N | $0 | |
| Orangehaus Records Inc | ||
| O | $0 | |
| Flagship Enterprise Center | ||
| J | $154,600 | Book value |