2020-05-13T13:29:21-05:00 2019-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2018-07-01 383071514 CALVIN COLLEGE CALV 6165266000 3201 BURTON STREET SE GRAND RAPIDS MI 49546 JAMES ENGLISH VP-ADMINISTRATION AND FINANCE 6165266000 2020-05-11 1 DORI J EGGETT P00645252 2695674500 2020-05-11 24.127.213.245 2020-05-11 13:22:57 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D1A42FCEE5CBCA1835161BC59C75369F1B7E9248 2018 2020-11-19 02:30:22Z MICHAEL K LE ROY 3201 BURTON STREET SE GRAND RAPIS MI 49546 208520518 0 X WWW.CALVIN.EDU X 1991 MI TO EQUIP STUDENTS TO THINK DEEPLY, TO ACT JUSTLY, AND TO LIVE WHOLEHEARTEDLY AS CHRIST'S AGENTS OF RENEWAL IN THE WORLD. CALVIN COLLEGE IS A CHRISTIAN ACADEMIC COMMUNITY DEDICATED TO RIGOROUS INTELLECTUAL INQUIRY. STUDENTS STUDY THE LIBERAL ARTS AND A BROAD RANGE OF MAJORS. A CALVIN EDUCATION PREPARES STUDENTS TO ANSWER GOD'S CALL TO LIVE AND SERVE IN GOD'S WORLD AS AGENTS OF RENEWAL. 29 29 3533 350 1957057 246378 32864285 26062284 149160638 149806850 7585752 10044448 0 -19599 189610675 185893983 54833403 56873574 0 0 71581324 71506784 41219 37877 3064087 49546793 47684172 176002739 176102407 13607936 9791576 472086216 488669511 131689036 138262443 340397180 350407068 X THE MISSION OF CALVIN COLLEGE IS TO EQUIP STUDENTS TO THINK DEEPLY, TO ACT JUSTLY, AND TO LIVE WHOLEHEARTEDLY AS CHRIST'S AGENTS OF RENEWAL IN THE WORLD. 0 0 138153359 55725274 126131988 CALVIN UNIVERSITY IS A COMPREHENSIVE LIBERAL ARTS UNIVERSITY IN THE REFORMED TRADITION OF HISTORIC CHRISTIANITY SEEKING TO BE AGENTS OF RENEWAL IN THE ACADEMY, CHURCH, AND SOCIETY. THE UNIVERSITY OFFERS 124 BACCALAUREATE AND THREE MASTER'S DEGREE PROGRAMS. IT MAINTAINS A CORE CURRICULUM INCLUDING REQUIRED COURSES IN MATHEMATICS, BIBLICAL OR THEOLOGICAL FOUNDATIONS, THE ARTS AND SCIENCES, LITERATURE, AND MORE. STUDENTS PARTICIPATE IN OFF-CAMPUS PROGRAMS AROUND THE WORLD DURING INTERIM TERMS (JANUARY/MAY) AND SEMESTER PROGRAMS. THE UNIVERSITY ALSO PROVIDES A CHRISTIAN LIBERAL ARTS EDUCATION TO INMATES AT THE RICHARD A. HANDLON CORRECTIONAL FACILITY IN IONIA, MI. THIS FIVE-YEAR PROGRAM RESULTS IN A BACHELOR OF ARTS DEGREE IN FAITH AND COMMUNITY LEADERSHIP. CALVIN UNIVERSITY IS CONSISTENTLY RANKED AMONG THE BEST COLLEGES OF THE REGIONAL UNIVERSITIES MIDWEST BY THE U.S. NEWS & WORLD REPORT. THE CURRENT STUDENT TO FACULTY RATIO IS 13:1. 99% OF THE 2017 CALVIN UNIVERSITY GRADUATES ARE EITHER EMPLOYED OR IN GRADUATE SCHOOL. 20930233 19960426 CALVIN UNIVERSITY'S STUDENT SERVICES AND ACTIVITIES ARE INTENDED TO ENHANCE STUDENTS' SPIRITUAL, SOCIAL, EMOTIONAL AND PHYSICAL WELL-BEING. THE UNIVERSITY'S STUDENT SERVICES AND ACTIVITIES INCLUDE AREAS SUCH AS REGULAR WORSHIP AND BIBLICAL LEARNING OPPORTUNITIES, A HEALTH SERVICES CLINIC, EMOTIONAL WELLNESS SUPPORT, STUDENT ORGANIZATIONS, CAMPUS TRADITIONS, SPORTS AND RECREATION, DIVERSITY AND INCLUSION INITIATIVES, SERVICE-LEARNING, DEDICATED CAMPUS SAFETY DEPARTMENT, SUSTAINABILITY EFFORTS, NUMEROUS SCHOLARSHIP OPPORTUNITIES, AND OTHER FINANCIAL AID. 4114023 1035170 CALVIN UNIVERSITY PROVIDES ACADEMIC SUPPORT SERVICES FOR THE PRIMARY MISSIONS OF INSTRUCTION, RESEARCH AND PUBLIC SERVICE. ACADEMIC SUPPORT SERVICES INCLUDE AREAS SUCH AS LIBRARIES, TECHNOLOGY SUPPORT, ACADEMIC TUTORING AND COACHING, WRITING ASSISTANCE, ON-CAMPUS MUSEUMS/GALLERIES, AND OTHER SERVICES THAT DIRECTLY ASSIST INSTRUCTIONAL ACTIVITIES. 6172210 1148300 969756 OTHER UNIVERSITY EXPENSES INCLUDE, BUT ARE NOT LIMITED TO AUXILIARY SERVICES, RESEARCH, MAINTENANCE OF GROUNDS AND BUILDINGS, AND PUBLIC SERVICES. 6172210 1148300 969756 169369825 1 1 0 0 0 0 1 1 0 1 1 1 0 0 1 0 1 0 1 1 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 491 0 1 3533 1 1 1 1 GH 0 0 0 1 1 1 1 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RUTH WITTE 6165266130 3201 BURTON STREET SE GRAND RAPIDS MI 49546 WILLIAM BOER BOARD MEMBER 1.00 X 0 0 0 WILLEMINA ZWART BOARD MEMBER 1.00 X 0 0 0 LOIS MILLER BOARD MEMBER 1.00 X 0 0 0 DAVID COK BOARD MEMBER 1.00 X 0 0 0 FERNANDO DELROSARIO BOARD MEMBER 1.00 X 0 0 0 MICHAEL DENBLEYKER BOARD MEMBER 1.00 X 0 0 0 JEFFREY DENOOYER BOARD MEMBER 1.00 X 0 0 0 THOMAS GEELHOED BOARD MEMBER 1.00 X 0 0 0 TIMOTHY GOUDZWAARD BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER GRIER BOARD MEMBER 1.00 X 0 0 0 ALLAN HOEKSTRA BOARD MEMBER 1.00 X 0 0 0 WENDY HOFMAN BOARD MEMBER 1.00 X 0 0 0 MARJORIE HOOGEBOOM BOARD MEMBER 1.00 X 0 0 0 LAMBERT KAMP BOARD MEMBER 1.00 X 0 0 0 MICHAEL KOETJE BOARD MEMBER 1.00 X 0 0 0 JONATHAN KUYERS BOARD MEMBER 1.00 X 0 0 0 BRUCE LOS BOARD MEMBER 1.00 X 0 0 0 THOMAS WYBENGA BOARD MEMBER 1.00 X 0 0 0 RICHARD MAST BOARD MEMBER 1.00 X 0 0 0 RHONDA ROORDA BOARD MEMBER 1.00 X 0 0 0 SCOTT SPOELHOF BOARD MEMBER 1.00 X 0 0 0 CARL TRIEMSTRA BOARD MEMBER 1.00 X 0 0 0 STEVEN TRIEZENBERG BOARD MEMBER 1.00 X 0 0 0 MARSHA VANDERGAAST BOARD MEMBER 1.00 X 0 0 0 RAY VANDERKOOI BOARD MEMBER 1.00 X 0 0 0 RACHEL VANDERVEEN BOARD MEMBER 1.00 X 0 0 0 CRAIG LUBBEN CHAIR 4.00 X X 0 0 0 MARY BONNEMA VICE CHAIR 4.00 X X 0 0 0 JANICE BUIKEMA SECRETARY 4.00 X X 0 0 0 DR MICHAEL LE ROY PRESIDENT 40.00 X 431501 0 65920 SALLY VANDER PLOEG VICE PRESIDENT OF ADMINIST 40.00 X 175359 0 27005 DR CHERYL BRANDSEN PROVOST 40.00 X 179413 0 37608 KENNETH ERFFMEYER VICE PRESIDENT FOR ADVANCE 40.00 X 164686 0 39345 DR LAURA CHAMPION DIRECTOR OF HEALTH SERVICE 40.00 X 146784 0 32843 RUSSELL BLOEM VICE PRESIDENT FOR ENROLLM 40.00 X 142740 0 31895 DR SARAH VISSER VICE PRESIDENT FOR STUDENT 40.00 X 142677 0 33672 TODD HUBERS VICE PRESIDENT OF PEOPLE, 40.00 X 138183 0 33569 AMBER WARNERS PROFESSOR, WOMEN'S VOLLEYBALL COACH 40.00 X 134846 0 28057 1656189 0 329914 18 0 1 0 PRESIDIO INFRASTRUCTURE SOLUTIONS LLC PO BOX 99613 TROY MI 48099 SOFTWARE 1255337 MIDWEST COLLABORATIVE FOR LIBRARY SERVIC 6810 S CEDAR ST LANSING MI 48911 LIBRARY 463766 ELLUICAN COMPANY LP 4375 FAIR LAKES CT FAIRFAX VA 22033 SOFTWARE 448247 PAGEWORKS 2801 OAK INDUSTRIAL DR NE GRAND RAPIDS MI 49505 MEDIA 431009 CREATIVE DINING SERVICES ONE ROYAL PARK DR SUITE 3 ZEELAND MI 49464 FOOD SERVICE 279094 27 71656 2490310 23500318 1225533 26062284 TUITION 611310 121482378 121482378 SALES AND SERVICE AUXI 721000 21669936 19960426 1709510 ANCILLARY SERVICES 611710 6654536 6654536 149806850 4977788 247547 4730241 27650714 22584054 5066660 5066660 5066660 22882 71656 42481 -19599 -19599 185893983 148097340 1957057 9777302 761676 761676 54683004 54683004 1428894 1428894 1971104 729467 1037606 204031 50380260 47990820 878480 1510960 3197150 3045662 52113 99375 12432855 11643875 377447 411533 3525415 3273971 129898 121546 201538 201538 83418 83418 37877 37877 244148 244148 1885660 1862463 23197 538165 490851 16228 31086 5288900 4963076 46050 279774 1424612 1330594 48131 45887 12215430 12157603 24122 33705 4661298 4430510 89217 141571 1481902 1355341 43397 83164 27882 27882 6536986 6527315 4559 5112 335800 76004 259796 FOOD CONTRACT 7435881 7401873 28858 5150 CONTRACTED GOOD AND SER 2760976 2722526 38450 BOOKS AND PERIODICALS 1074772 1074772 1486804 1391646 65039 30119 176102407 169369825 3668495 3064087 14445287 12430474 8478422 10295768 6097565 6041793 2437268 3002005 310250855 105662412 205334643 204588443 160917575 178333441 69155283 69806326 3616623 2582030 1603550 1589231 472086216 488669511 11665846 11425164 3640264 5429282 76800000 75540000 39582926 45867997 131689036 138262443 X 165866929 161329228 58289037 64870751 116241214 124207089 340397180 350407068 472086216 488669511 X 9791576 5635890 244148 578603 -6240329 X X 0 1 X 1 1 1 X 23323406 25854459 27461899 32864285 26062284 135566333 23323406 25854459 27461899 32864285 26062284 135566333 21560795 114005538 2429140 2858630 3579431 3685127 4977788 17530116 277958 33592 309248 306543 247378 1174719 154271168 729782392 0.73900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 12.00 0 0 0 1 0 0.00 0 X X X X X INSTRUCTIONAL 0 165994574 8986000 12736000 2882100 2936900 11000 181886574 151800197 8654880 11281498 2673801 3053100 15100 165994574 135689238 6845716 14755261 2516400 2960018 13600 151800197 131501813 8848495 373630 2535900 2667600 13200 135689238 126258925 5026531 5354845 2411700 2648800 78000 131501813 0.09460 0.68100 0.22440 1 0 6681710 6681710 237898593 57533651 180364942 65670552 48128761 17541791 204588443 HEDGE FUNDS 15204748 C US EQUITY 7222357 C NON US EQUITY 13617626 C PRIVATE EQUITY 33761595 C 69806326 POSTRETIREMENT HEALTH BENEFITS 13901718 TUITION GIFT CERTIFICATES 4271352 ANNUITY AND TRUST OBLIGATIONS 5601756 INVESTMENT IN DERIVATIVE INSTRUMENTS 18039438 REFUNDABLE FEDERAL PERKINS LOAN ADVANCES 4102198 OTHER DEBT 327125 UNAMORTIZED DEBT ISSUANCE COSTS -375590 45867997 117723935 5635890 -55724843 -50088953 167812888 18081095 18081095 185893983 120133416 42481 42481 120090935 244148 55767324 56011472 176102407 PART II, LINE 9: NOT REPORTED BECAUSE AMOUNT IS IMMATERIAL PART III, LINE 1A: THERE ARE NO FOOTNOTES IN THE AUDITED FINANCIAL STATEMENTS WHICH SPEAK TO UNRECORDED WORKS OF ART, HISTORICAL TREASURES, OR SIMILAR ASSETS PART III, LINE 4: THE COLLECTIONS AT CALVIN COLLEGE ARE MADE AVAILABLE TO STUDENTS, FACULTY, RESEARCHERS, AND THE GENERAL PUBLIC TO SUPPORT INSTRUCTION, RESEARCH, AND PUBLIC SERVICE. THE H. HENRY MEETER CENTER FOR CALVIN STUDIES IS A SPECIAL LIBRARY COLLECTION CONSISTING OF 6,000 SECONDARY SOURCES AND 500 16TH CENTURY EUROPEAN HISTORY AND THEOLOGY. HERITAGE HALL HAS 12,000 FEET OF MANUSCRIPT RECORDS WHICH DOCUMENTS THE HISTORY OF THE DUTCH IN NORTH AMERICA SINCE THE 1840'S. THE CENTER ART GALLERY MAINTAINS A PERMANENT COLLECTION OF NEARLY 18,000 WORKS OF ART THAT DATE FROM THE 1500'S TO THE PRESENT. MOST OF THE EARLY WORKS ARE OF EUROPEAN ORIGIN, WITH SOME NON-WESTERN REPRESENTATION FROM ASIA AND AFRICA, WHILE THE MORE RECENT WORKS ARE PRIMARILY AMERICAN, WITH AN EMPHASIS ON REGIONAL ARTISTS AND COLLEGE ALUMNI, FACULTY, AND STUDENTS. THE DICE MINERAL MUSEUM IS A WORLD CLASS COLLECTION OF RARE MINERALS COLLECTED BY A CALVIN ALUMNUS AND CONTRIBUTED TO CALVIN COLLEGE. AMONG THE 300 PIECES ARE EXAMPLES OF GOLD, FOSSILS, METEORITES, GEMSTONES, AND MINERALS USED IN THE PRODUCTION OF JEWELRY. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO CARRY OUT THE MISSION OF THE COLLEGE. THE MAJORITY OF SPENDABLE FUNDS ARE USED FOR FINANCIAL AID. SIGNIFICANT FUNDS ARE ALSO DEDICATED TO THE INSTRUCTIONAL, RESEARCH, AND PUBLIC SERVICE EFFORTS OF THE COLLEGE. TO A LESSER DEGREE, ENDOWMENTS ARE USED TO SUPPORT ACADEMIC SCHOLARSHIP, STUDENT SERVICES, AND THE PHYSICAL PLANT. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 42,481. FINANCIAL AID -55,767,324. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-OPERATING INVESTMENT INCOME 7,271,928. NON-OPERATING PRIVATE GIFTS AND GRANTS 10,809,167. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 42,481. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 55,767,324. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISEMENTS IN LOCAL NEWSPAPERS ANNOUNCING REGISTRATION DATES AND COLLEGE PROGRAM OFFERINGS INCLUDE A SUMMARY STATEMENT OF THE NON-DISCIMINATION POLICY. SCHEDULE E, PART I, LINE 6 CALVIN COLLEGE RECEIVES GRANTS AND FINANCIAL AID FROM VARIOUS FEDERAL AND STATE AGENCIES WHICH ARE USED IN THE DEVELOPMENT OF THE COLLEGE'S EXEMPT PURPOSE OF PROVIDING QUALITY EDUCATION. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 4 INSTITITUTIONAL ACADEMIC AID EDUCATION SERVICES 247915 EAST ASIA AND THE PACIFIC 0 0 INSTITITUTIONAL ACADEMIC AID EDUCATION SERVICES 30725 EUROPE (INCLUDING ICELAND & GREENLAND) 3 4 INSTITITUTIONAL ACADEMIC AID EDUCATION SERVICES 734805 MIDDLE EAST AND NORTH AFRICA 0 0 INSTITITUTIONAL ACADEMIC AID EDUCATION SERVICES 11325 SOUTH ASIA 0 1 INSTITITUTIONAL ACADEMIC AID EDUCATION SERVICES 4000 SUB-SAHARAN AFRICA 0 0 INSTITITUTIONAL ACADEMIC AID EDUCATION SERVICES 13500 4 9 0 0 4 9 1042270 0 1042270 EUROPE (INCLUDING ICELAND & GREENLAND) PUBLIC SERVICE 6149 WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PUBLIC SERVICE 46990 CHECK SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PUBLIC SERVICE 333485 WIRE TRANSFER 24 0 INSTITUTIONAL ACADEMIC AID INSTITUTIONAL ACADEMIC AID 31 247915 CHARGES AGAINST TUITION 0 INSTITUTIONAL ACADEMIC AID INSTITUTIONAL ACADEMIC AID 7 30725 CHARGES AGAINST TUITION 0 INSTITUTIONAL ACADEMIC AID INSTITUTIONAL ACADEMIC AID 113 734805 CHARGES AGAINST TUITION 0 INSTITUTIONAL ACADEMIC AID INSTITUTIONAL ACADEMIC AID 2 11325 CHARGES AGAINST TUITION 0 INSTITUTIONAL ACADEMIC AID INSTITUTIONAL ACADEMIC AID 1 4000 CHARGES AGAINST TUITION 0 INSTITUTIONAL ACADEMIC AID INSTITUTIONAL ACADEMIC AID 1 13500 CHARGES AGAINST TUITION 0 1 0 0 1 0 0 PART I, LINE 2: THE METHODS USED TO MONITOR FUNDS INCORPORATE THE FOLLOWING CORE CONCEPTS: A) EXPECTATIONS ARE DOCUMENTED, B) A BUDGET IS ESTABLISHED, C) WRITTEN REPORTS ARE REQUIRED, D) THE COLLEGE BUDGET OFFICER REVIEWS REPORTS AND MONITORS THE RELATED BUDGET, E) THE COLLEGE BUDGET OFFICER CONTACTS OVERSEAS ORGANIZATIONS TO VERIFY THAT THE RECIPIENT IS ENGAGED AS PLANNED. METHOD 2: IN CASE OF STUDENT FINANCIAL AID, ACADEMIC PROGRESS IS MONITORED. X X X X X X X 1 MARTS & LUNDY INC 1200 WALL STREET WEST LUNDHURST NJ 07071 CAMPAIGN CONSULTING 0 0 24168 -24168 MONEY FOR MINISTRY PO BOX 35 LOWELL MI 49331 PLANNED GIVING CONSULTING 0 0 18000 -18000 42168 -42168 CALVIN ATHLETICS GOLF OUTING 94538 71656 22882 17134 22975 2372 94538 71656 22882 17134 22975 2372 42481 -19599 1 KUYPER INST TO INCHE 3333 EAST BELTLINE NE GRAND RAPIDS MI 49525 381368367 25000 WORSHIP RENEWAL PROJECT NATIONAL ASSOCIATION OF THE CHURCH 410 CAMPGROUND RD PO BOX 3 WEST MIDDLESEX PA 16159 251286110 9000 WORSHIP RENEWAL PROJECT SIDEBAR STORIES 120 BUTTONWOOD ST MOUNT HOLLY NJ 08060 474085247 9000 WORSHIP RENEWAL PROJECT FIRST BAPTIST CHURCH ASHLAND 800 THOMPSON ST ASHLAND VA 23005 540846060 9000 WORSHIP RENEWAL PROJECT ALLIANCE FOR GREATER WORKS 2080 N HWY 360 100 GRAND PRAIRIE TX 75050 364489504 9000 WORSHIP RENEWAL PROJECT LITURGICAL PRESS ST JOHNS ABBEY PO BOX 7500 COLLEGEVILLE MN 56321 410693973 9000 WORSHIP RENEWAL PROJECT THMC 1440 N SPRING ST LOS ANGELES CA 90012 731683088 9000 WORSHIP RENEWAL PROJECT SUNNYSIDE UNITED METHODIST CHURCH 2800 GULL RD KALAMAZOO MI 49048 382263272 9000 WORSHIP RENEWAL PROJECT DURHAMCARES INC 112B BROADWAY ST DURHAM NC 27701 262689130 9000 WORSHIP RENEWAL PROJECT CONCORDIA SEMINARY 801 SEMINARY PLACE SAINT LOUIS MO 63105 430655869 9000 WORSHIP RENEWAL PROJECT HARVEY BROWNE MEMORIAL 311 BROWNS LN LOUISVILLE KY 40207 610529829 9000 WORSHIP RENEWAL PROJECT ST MONICA CATHOLIC COMMUNITY 725 CALIFORNIA AVE SANTA MONICA CA 90403 951642385 9000 WORSHIP RENEWAL PROJECT CORNERSTONE UNIVERSITY 1001 E BELTLINE AVE NE GRAND RAPIDS MI 49525 381443369 9000 WORSHIP RENEWAL PROJECT DOMINICAN HOUSE OF STUDIES 487 MICHIGAN AVE NE WASHINGTON DC 20017 536016922 9000 WORSHIP RENEWAL PROJECT UNION PRESBYTERIAN SEMINARY 3401 BROOK RD RICHMOND VA 23227 540506428 9000 WORSHIP RENEWAL PROJECT UNION PRESBYTERIAN SEMINARY 3401 BROOK RD RICHMOND VA 23227 540506428 9000 WORSHIP RENEWAL PROJECT BRIDGE MINISTRIES FOR DISABILITIES 12356 NORTHUP WAY STE 103 BELLEVUE WA 98005 911383241 9000 WORSHIP RENEWAL PROJECT DETROIT CATHOLIC PASTORAL ALLIANCE 9200 GRATIOT AVE DETROIT MI 48213 382938993 9000 WORSHIP RENEWAL PROJECT UNION CONGREGATIONAL UNITED CHURCH 716 S MADISON ST GREEN BAY WI 54301 390812537 8975 WORSHIP RENEWAL PROJECT PENN STATE UNIVERSITY 408 OLD MAIN UNIVERSITY PARK PA 16802 246000376 8927 WORSHIP RENEWAL PROJECT THE OUTREACH FOUNDATION 381 RIVERSIDE DR STE 110 FRANKLIN TN 37064 581375506 8875 WORSHIP RENEWAL PROJECT FULLER THEOLOGICAL SEMINARY 135 NORTH OAKLAND AVE PASADENA CA 91182 951699394 8868 WORSHIP RENEWAL PROJECT VANDERBILT UNIVERSITY PMB 406310 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 8806 WORSHIP RENEWAL PROJECT CATHEDRAL IN THE NIGHT MINISTRY 867 NORTH PLEASANT ST AMHERST MA 01002 461428682 8650 WORSHIP RENEWAL PROJECT FISHER ST CHURCH OF GOD IN 125 FISHER ST JONESBORO AR 72401 270446188 8510 WORSHIP RENEWAL PROJECT BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 620465076 8500 WORSHIP RENEWAL PROJECT BAYLOR UNIVERSITY 1 BEAR PL UNIT 97056 WACO TX 76798 741159753 8256 WORSHIP RENEWAL PROJECT BAYLOR UNIVERSITY 1 BEAR PL UNIT 97056 WACO TX 76798 741159753 8256 WORSHIP RENEWAL PROJECT SEATTLE PACIFIC UNIVERSITY 3307 3RD AVE W STE 207 SEATTLE WA 98119 910565553 8250 WORSHIP RENEWAL PROJECT CANDLER SCHOOL OF THEOLOGY 208 BISHOPS HALL STE 10 ATLANTA GA 30322 580566256 8138 WORSHIP RENEWAL PROJECT ALCM ASSOC OF LUTHERAN CHURCH MUSI VALPARAISO IN 46383 521444489 8000 WORSHIP RENEWAL PROJECT FREEDOM OUTREACH INTERNATIONAL PO BOX 5438 CLEVELAND TN 37320 453996962 7600 WORSHIP RENEWAL PROJECT LEE UNIVERSITY 1120 NORTH OCOEE ST CLEVELAND TN 37311 620502739 7567 WORSHIP RENEWAL PROJECT LEE UNIVERSITY 1120 NORTH OCOEE ST CLEVELAND TN 37311 620502739 7567 WORSHIP RENEWAL PROJECT DALLAS INTERNATIONAL UNIVERSITY CEWA 7500 W CAMP WISDOM RD DALLAS TX 75236 752760831 7500 WORSHIP RENEWAL PROJECT NEW HOPE COVENANT CHURCH 2626 E 16TH ST OAKLAND CA 94601 912010056 7500 WORSHIP RENEWAL PROJECT WEST CENTRAL EPISCOPAL MISSION 1832 W DEAN AVE SPOKANE WA 99201 464579817 7500 WORSHIP RENEWAL PROJECT NEW BRUNSWICK THEOLOGICAL SEMINARY 35 SEMINARY PL NEW BRUNSWICK NJ 08901 221994554 7500 WORSHIP RENEWAL PROJECT MONUMENT OF FAITH CHURCH BOX 827 900 SIMMONS ST DURHAM NC 27702 200565398 7500 WORSHIP RENEWAL PROJECT LEXINGTON CHRISTIAN ACADEMY 48 BARTLETT AVE LEXINGTON MA 02420 042134815 7500 WORSHIP RENEWAL PROJECT EASTERN CHRISTIAN SCHOOL ASSOCIATION 50 OAKWOOD AVE NORTH HALEDON NJ 07481 221511329 7500 WORSHIP RENEWAL PROJECT CENTRAL CHRISTIAN CHURCH 219 EAST SHORT ST LEXINGTON KY 40507 474023820 7500 WORSHIP RENEWAL PROJECT HUMBLE WALK LUTHERAN CHURCH PO BOX 16363 SAINT PAUL MN 55116 300538345 7500 WORSHIP RENEWAL PROJECT NEW MOUNT ZION BAPTIST CHURCH PO BOX 964 ROXBORO NC 27573 561391708 7500 WORSHIP RENEWAL PROJECT CITY CHURCH PHILADELPHIA PO BOX 30902 PHILADELPHIA PA 19104 331133391 7500 WORSHIP RENEWAL PROJECT AFRICAN RESOURCE CENTER OF WEST MICHIGAN 950 28TH ST SE STE 105E GRAND RAPIDS MI 49508 464969773 7500 WORSHIP RENEWAL PROJECT UNIVERSITY OF DUBUQUE 2000 UNIVERSITY AVE DUBUQUE IA 52001 420680323 7500 WORSHIP RENEWAL PROJECT SOUTHEASTERN IOWA SYNOD 2635 NORTHGATE DR PO BOX 316 IOWA CITY IA 52244 363514254 7500 WORSHIP RENEWAL PROJECT WHEAT ST BAPTIST CHURCH 359 AUBURN AVE NE ATLANTA GA 30312 581473897 7500 WORSHIP RENEWAL PROJECT JEFF ST BAPTIST COMMUNITY AT LIBERTY 800 E LIBERTY ST LOUISVILLE KY 40204 611206312 7500 WORSHIP RENEWAL PROJECT LIBERTY AND TRUTH MINITRIES INC 6119 W FOND DU LAC AVE MILWAUKEE WI 53218 391974174 7500 WORSHIP RENEWAL PROJECT WINDOW ROCK CHRISTIAN REFORMED CHURCH BOX 665 WINDOW ROCK AZ 86515 860323668 7500 WORSHIP RENEWAL PROJECT INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 46953 350885591 7500 WORSHIP RENEWAL PROJECT ASBURY UNITED METHODIST 2220 WOODLYNNE AVE WOODLYNNE NJ 08107 223224805 7500 WORSHIP RENEWAL PROJECT ALLEN UNIVERSITY 1530 HARDEN ST COLUMBIA SC 29204 570341191 7500 WORSHIP RENEWAL PROJECT GRACE & PEACE COMMUNITY CHURCH 2100 N KILDARE CHICAGO IL 60639 363369977 7500 WORSHIP RENEWAL PROJECT FIRST PRESBYTERIAN CHURCH OF HOLT 2021 N AURELIUS RD HOLT MI 48842 381840808 7500 WORSHIP RENEWAL PROJECT CITY CHAPEL 556 LAFAYETTE AVE SE 2 GRAND RAPIDS MI 49503 822207773 7500 WORSHIP RENEWAL PROJECT GRACE BAPTIST CHURCH 4200 DOVER RD RICHMOND VA 23221 540557502 7500 WORSHIP RENEWAL PROJECT NEW LIFE CHRISTIAN REFORMED CHURCH 1350 N 7TH ST GRAND JUNCTION CO 81501 841425583 7500 WORSHIP RENEWAL PROJECT WARTBURG THEOLOGICAL SEMINARY 333 WARTBURG PLACE DUBUQUE IA 52001 420681105 7500 WORSHIP RENEWAL PROJECT TRINITY BAPTIST CHURCH 2521 RICHLAND ST COLUMBIA SC 29204 570915365 7500 WORSHIP RENEWAL PROJECT ST PHILOTHEA GREEK ORTHODOX CHURCH 3761 MARS HILL RD WATKINSVILLE GA 30677 912188052 7500 WORSHIP RENEWAL PROJECT PARK AVE CHRISTIAN CHURCH 1010 PARK AVE NEW YORK NY 10128 131624143 7500 WORSHIP RENEWAL PROJECT NORTH DECATUR PRESBYTERIAN CHURCH 611 MEDLOCK RD DECATUR GA 30033 580836137 7500 WORSHIP RENEWAL PROJECT WESTERN THEOLOGICAL SEMINARY 101 E 13TH ST HOLLAND MI 49423 382009204 7450 WORSHIP RENEWAL PROJECT CONVERGENCE A CREATIVE COMMUNITY 1801 N QUAKER LANE ALEXANDRIA VA 22302 540545201 7390 WORSHIP RENEWAL PROJECT RAINIER BEACH PRESBYTERIAN CHURCH 9656 WATERS AVE SOUTH SEATTLE WA 98118 910723030 7375 WORSHIP RENEWAL PROJECT RALEIGH MENNONITE CHURCH 1116 N BLOUNT ST PO BOX 2554 RALEIGH NC 27611 561557290 7298 WORSHIP RENEWAL PROJECT ST ANDREW'S CHURCH PO BOX 294 NEW LONDON NH 03257 020262375 7250 WORSHIP RENEWAL PROJECT ST AMBROSE ANGLICAN CHURCH 3307 3RD AVE W WILLETT/ENGLISH SEATTLE WA 98119 832094703 7212 WORSHIP RENEWAL PROJECT TRINITY CHRISTIAN COLLEGE 6601 W COLLEGE DR PALOS HEIGHTS IL 60463 362387148 7100 WORSHIP RENEWAL PROJECT ROOT AND BRANCH CHURCH PO BOX 18084 CHICAGO IL 60618 462820558 7050 WORSHIP RENEWAL PROJECT LAKESHORE AVE BAPTIST CHURCH 3534 LAKESHORE AVE PIEDMONT CA 94610 911156832 7025 WORSHIP RENEWAL PROJECT HOWARD MEMORIAL PRESBYTERIAN CHURCH 303 E SAINT JAMES TARBORO NC 27886 560564546 7009 WORSHIP RENEWAL PROJECT IMMANUEL CONGREGATIONAL CHURCH 10 WOODLAND ST HARTFORD CT 06105 600647019 7000 WORSHIP RENEWAL PROJECT COMMUNITY CONGREGATIONAL UNITED 3481 SOUTH CT ST MONTGOMERY AL 36105 631172762 6927 WORSHIP RENEWAL PROJECT UNIVERSITY OF MARY HARDIN - BAYLOR 900 COLLEGE ST BELTON TX 76513 741161940 6925 WORSHIP RENEWAL PROJECT PILLAR CHRISTIAN REFORMED CHURCH 36 E 9TH ST HOLLAND MI 49423 381437928 6775 WORSHIP RENEWAL PROJECT REDEEMED CHRISTIAN CHURCH OF GOD 697 13TH AVE NE MINNEAPOLIS MN 55413 411986334 6775 WORSHIP RENEWAL PROJECT SEABURY RESOURCES FOR AGING 6031 KANSAS AVE NW WASHINGTON DC 20011 530204693 6750 WORSHIP RENEWAL PROJECT SAINT MARY'S COLLEGE 129 LE MANS HALL NOTRE DAME IN 46556 350868158 6650 WORSHIP RENEWAL PROJECT ST MARY'S EPISCOPAL CHURCH 14 CUSHING AVE DORCHESTER MA 02125 046006459 6600 WORSHIP RENEWAL PROJECT CAPITAL DISTRICT OF THE NORTH CAROLINA 700 WATERFIELD RIDGE PLACE GARNER NC 27529 561417970 6350 WORSHIP RENEWAL PROJECT SOUTH CONGREGATIONAL CHURCH 565 MAIN ST CENTERVILLE MA 02632 042491755 6325 WORSHIP RENEWAL PROJECT ALL ANGELS CHURCH 251 W 80TH ST NEW YORK NY 10024 131656621 6313 WORSHIP RENEWAL PROJECT ALLEN CHAPEL AME CHURCH 2233 MAIN ST HARTFORD CT 06120 061500008 6000 WORSHIP RENEWAL PROJECT MOUNT AERY BAPTIST CHURCH 73 FRANK ST BRIDGEPORT CT 06604 066049640 6000 WORSHIP RENEWAL PROJECT FAITH UNITED METHODIST CHURCH - 261 W CHAPEL RIDGE RD PITTSBURGH PA 15238 251544985 6000 WORSHIP RENEWAL PROJECT PHOENIX-ALBUQUERQUE DISTRICT 19316 W JEFFERSON ST GOODYEAR AZ 85326 530204696 6000 WORSHIP RENEWAL PROJECT CALVARY CHRISTIAN REFORMED CHURCH 400 BEELINE RD HOLLAND MI 49424 386150386 5815 WORSHIP RENEWAL PROJECT ST PAUL UNITED METHODIST CHURCH 1800 LOUISVILLE RD FRANKFORT KY 40601 611002568 5750 WORSHIP RENEWAL PROJECT LEE HARDYS TEACHER-SCHOLAR VI 1325 HOPE SE GRAND RAPIDS MI 49506 383071514 5523 WORSHIP RENEWAL PROJECT REBIRTH HEALING AND DELIVERANCE 41 CHARRON ST BRIDGEPORT CT 06606 455640560 5500 WORSHIP RENEWAL PROJECT ST PAUL'S EPISCOPAL CHURCH 321 E MARKET ST JEFFERSONVILLE IN 47130 311629166 5298 WORSHIP RENEWAL PROJECT 99 0 INSTITUTIONAL ACADEMIC AID 3479 54683003 0 FINANCIAL AID MADE AVAILABLE TO STUDENTS AS ASSISTANCE TO PURSUE ACADEMIC STUDIES PART I, LINE 2: THE METHOD USED TO MONITOR FUNDS INCORPORATE THE FOLLOWING CORE CONCEPTS: A) EXPECTATIONS ARE DOCUMENTED, B) A BUDGET IS ESTABLISHED, C) WRITTEN REPORTS ARE REQUIRED, D) THE COLLEGE BUDGET OFFICER REVIEWS REPORTS AND MONITORS THE RELATED BUDGET, E) THE COLLEGE BUDGET OFFICER CONTACTS OVERSEAS ORGANIZATIONS TO VERIFY THAT THE RECIPIENT IS ENGAGED AS PLANNED. METHOD 2: IN CASE OF STUDENT FINANCIAL AID, ACADEMIC PROGRESS IS MONITORED. X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 DR MICHAEL LE ROY PRESIDENT 343851 0 0 0 87650 0 26654 0 39266 0 497421 0 0 0 SALLY VANDER PLOEG VICE PRESIDENT OF ADMINIST 175101 0 0 0 258 0 16751 0 10254 0 202364 0 0 0 DR CHERYL BRANDSEN PROVOST 179017 0 0 0 396 0 17359 0 20249 0 217021 0 0 0 KENNETH ERFFMEYER VICE PRESIDENT FOR ADVANCE 164428 0 0 0 258 0 15614 0 23731 0 204031 0 0 0 DR LAURA CHAMPION DIRECTOR OF HEALTH SERVICE 146646 0 0 0 138 0 14191 0 18652 0 179627 0 0 0 RUSSELL BLOEM VICE PRESIDENT FOR ENROLLM 142740 0 0 0 0 0 12777 0 19118 0 174635 0 0 0 DR SARAH VISSER VICE PRESIDENT FOR STUDENT 142623 0 0 0 54 0 13731 0 19941 0 176349 0 0 0 TODD HUBERS VICE PRESIDENT OF PEOPLE, 138045 0 0 0 138 0 13586 0 19983 0 171752 0 0 0 AMBER WARNERS PROFESSOR, WOMEN'S VOLLEYBALL COACH 134708 0 0 0 138 0 7415 0 20642 0 162903 0 0 0 A MICHIGAN FINANCE AUTHORITY SERIES 2016A 800596186 000000000 2016-07-14 39000000 SEE PART VI 0 0 0 B MICHIGAN FINANCE AUTHORITY SERIES 2016B 800596186 000000000 2016-07-14 39000000 SEE PART VI 0 0 0 A 1230000 271547 39000000 1 0 1 1 B 1230000 271547 39000000 1 0 1 1 A 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 1 1 1 0 0 0 0 B 0 1 1 1 1 0 0 0 0 A 1 B 1 SCHEDULE K, PART I SCHEDULE K, PART I, COLUMN F-07/14/2016 78,000,000 MICHIGAN FINANCE AUTHORITY - THE BONDS ISSUED ON JULY 14, 2016 (THE "2016 BONDS") WERE ISSUED TO CURRENTLY REFUND (A) THE OUTSTANDING PRINCIPAL AMOUNT OF THE MICHIGAN FINANCE AUTHORITY ("MFA") HIGHER EDUCATION FACILITIES MULTI-MODAL LIMITED OBLIGATION REVENUE REFUNDING BONDS (CALVIN COLLEGE PROJECT), SERIES 2012A, DATED JUNE 18, 2012 (THE "2012A BONDS") AND (B) THE OUTSTANDING PRINCIPAL AMOUNT OF THE MFA HIGHER EDUCATION FACILITIES MULTI-MODAL LIMITED OBLIGATION REVENUE REFUNDING BONDS (CALVIN COLLEGE PROJECT), SERIES 2012B, DATED JUNE 18, 2012 (THE "2012B BONDS"). THE 2012A BONDS WERE ISSUED TO CURRENTLY REFUND THE OUTSTANDING PRINCIPAL AMOUNT OF THE MICHIGAN HIGHER EDUCATION FACILITIES AUTHORITY ("MHEFA") VARIABLE RATE DEMAND LIMITED OBLIGATION REVENUE REFUNDING BONDS (CALVIN COLLEGE PROJECT), SERIES 2007A, DATED SEPTEMBER 6, 2007 (THE "2007A BONDS"), AND THE 2012B BONDS WERE ISSUED TO CURRENTLY REFUND THE OUTSTANDING PRINCIPAL AMOUNT OF THE MHEFA VARIABLE RATE DEMAND LIMITED OBLIGATION REVENUE BONDS (CALVIN COLLEGE PROJECT), SERIES 2007B, DATED SEPTEMBER 6, 2007 (THE "2007B BONDS"). THE 2007A BONDS WERE ISSUED TO ADVANCE REFUND (I) THE MHEFA LIMITED OBLIGATION REVENUE BONDS (CALVIN COLLEGE PROJECT), SERIES 2000, DATED DECEMBER 20, 2000 (THE "2000 BONDS") AND (II) THE MHEFA LIMITED OBLIGATION REVENUE BONDS (CALVIN COLLEGE PROJECT), SERIES 1998, DATED MARCH 24, 1998 (THE "1998 BONDS"). THE 2007B BONDS WERE ISSUED TO FINANCE OR REIMBURSE A PORTION OF THE COSTS OF THE ACQUISITION, CONSTRUCTION, INSTALLATION, RENOVATION, REPAIR, FURNISHING AND EQUIPPING OF EDUCATIONAL FACILITIES LOCATED ON CALVIN COLLEGE'S CAMPUS AT 3201 BURTON STREET, S.E., GRAND RAPIDS, MICHIGAN (THE "CAMPUS"). THE 2000 BONDS WERE ISSUED TO FINANCE THE ACQUISITION, CONSTRUCTION, INSTALLATION, RENOVATION, REPAIR, FURNISHING AND EQUIPPING OF EDUCATIONAL FACILITIES LOCATED ON THE CAMPUS. THE 1998 BONDS WERE ISSUED TO FINANCE THE ACQUISITION, CONSTRUCTION, INSTALLATION, RENOVATION, REPAIR, FURNISHING AND EQUIPPING OF EDUCATIONAL FACILITIES LOCATED ON THE CAMPUS. SCHEDULE K, PART III, LINE 1 COMPLETED FOR THE PORTION OF THE 2016 BONDS ALLOCATED TO REFUND THE 2012B BONDS WHICH REFUNDED THE 2007B BONDS (I.E. BONDS ISSUED ON OR AFTER JANUARY 1, 2003). PART III IS NOT COMPLETED FOR THE PORTION OF THE 2016 BONDS ALLOCATED TO REFUND THE SERIES 2012A BONDS WHICH REFUNDED THE SERIES 2007A BONDS WHICH REFUNDED THE 2000 BONDS AND THE 1998 BONDS (I.E. BONDS ISSUED PRIOR TO JANUARY 1, 2003). SCHEDULE K, PART III, LINE 3A THERE IS A FOOD SERVICE CONTRACT THAT QUALIFIES FOR A SAFE HARBOR UNDER REV. PROC. 97-13. SCHEDULE K, PART IV, LINE 2C THE REBATE CALCULATION IS NOT REQUIRED AT THIS TIME. IT IS EXPECTED THAT THE SERIES 2016 BONDS WILL QUALIFY FOR A REBATE EXCEPTION. X 1 47800 FAIR MARKET VALUE X 500 FAIR MARKET VALUE X 500 FAIR MARKET VALUE X 79 906031 FAIR MARKET VALUE X 1 200399 FAIR MARKET VALUE X 4 46075 FAIR MARKET VALUE X 1 1200 FAIR MARKET VALUE X SUPPLIES AND PRIZES 42 22922 COST X DONATED TUITION GIFT 1 106 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: THE COLLEGE DOES NOT CAPITALIZE COLLECTIONS, INCLUDING ARTWORK AND COLLECTIBLES AS ELECTED UNDER SFAS 116 AND THEREFORE, NO REVENUE IS REPORTED IN COLUMN (C) OF LINE 18. PART 1, COLUMN (B) LISTS THE NUMBER OF CONTRIBUTIONS. THE COLLEGE USES A THIRD PARTY TO SELL STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE IRS FORM 990 AND RELATED ATTACHMENTS ARE PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE FOR REVIEW, COMMENT, AND REVISION PRIOR TO ELECTRONIC FILING. THE REVIEW IS APPROVED BY THE AUDIT COMMITTEE MEETING WHICH IS THEN REPORTED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS AND ALL AD HOC INVESTMENT COMMITTEE MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY CONFLICTS OF INTEREST. THESE ARE SUBMITTED TO THE PRESIDENT'S OFFICE AND A SUMMARY OF IDENTIFIED CONFLICTS IS PRESENTED TO THE AUDIT COMMITTEE ANNUALLY IN ITS FEBRUARY MEETING FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES ANNUALLY APPOINTS A COMMITTEE TO REVIEW THE PRESIDENT'S SALARY BY COMPARISON TO A SET OF THIRTY PEER INSTITUTIONS. THIS COMMITTEE THEN MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR IMPLEMENTATION. THE OTHER OFFICERS' SALARIES ARE REVIEWED WITH THE PRESIDENT IN LIGHT OF BENCHMARKED SALARIES FROM THE SAME SET OF THIRTY PEER INSTITUTIONS. SALARY CHANGES ARE MADE IN RESPONSE TO THOSE BENCHMARKS OF COMPENSATION FOR COMPARABLE POSITIONS AT PEER INSTITUTIONS. BENCHMARKED SALARY INFORMATION IS GATHERED FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) ON-DEMAND SERVICE SURVEY FORM 990, PART VI, SECTION C, LINE 19 CALVIN COLLEGE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON THE COLLEGE'S WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGES IN THE VALUE OF SPLIT INTEREST AGREEMENTS 59,665. ADJUSTMENT TO PRIOR SERVICE COST AND ACTUARIAL LIABILITY FOR RETIREE HEALTH -1,605,242. CHANGES IN THE VALUE OF INTEREST RATE SWAP AGREEMENTS -4,694,752. CALVIN COLLEGE REHABILITATION SERVICES 1310 EAST BELTLINE AVE SE GRAND RAPIDS MI 49506 474318183 MEDICAL SERVICES TO THE PUBLIC MI 501 (C) 3 LINE 9 CALVIN COLLEGE 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 CALVIN COLLEGE REHABILITATION SERVICES B 251669 FAIR MARKET VALUE CALVIN COLLEGE REHABILITATION SERVICES O 376850 FAIR MARKET VALUE