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KALAMAZOO COLLEGE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KALAMAZOO COLLEGE (EIN 38-1358014)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-03-26
IRS object ID
202040909349300604
Schema version
2018v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-26T11:21:02-07:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN381358014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KALAMAZOO COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKALABusinessNameControlTxt
Phone2693377000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Academy StAddressLine1Txt
CityKalamazooCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKaren SissonPersonNm
Person TitleVP for Business and FinancePersonTitleTxt
Phone2693377285PhoneNum
Signature2020-03-26SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.92.38.138IPv4AddressTxt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJorge G GonzalezPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Academy StAddressLine1Txt
CityKalamazooCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$130,471,428GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.kzoo.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1833FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionThe mission of Kalamazoo College is to prepare its graduates to better understand, live successfully within, and provide enlightened leadership to a richly diverse and increasingly complex world.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee1630TotalEmployeeCnt
Total Volunteers1200TotalVolunteersCnt
Total Gross UBI$126,155TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$72,724NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,814,011PYContributionsGrantsAmt
CY Contributions Grants$10,825,952CYContributionsGrantsAmt
PY Program Service Revenue$75,420,814PYProgramServiceRevenueAmt
CY Program Service Revenue$79,255,667CYProgramServiceRevenueAmt
PY Investment Income$17,828,137PYInvestmentIncomeAmt
CY Investment Income$6,093,269CYInvestmentIncomeAmt
PY Other Revenue$396,544PYOtherRevenueAmt
CY Other Revenue$385,469CYOtherRevenueAmt
PY Total Revenue$127,459,506PYTotalRevenueAmt
CY Total Revenue$96,560,357CYTotalRevenueAmt
PY Grants And Similar Paid$41,391,670PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$45,558,542CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,115,563PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$34,093,128CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$67,265PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$54,044CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,525,098CYTotalFundraisingExpenseAmt
PY Other Expenses$23,796,798PYOtherExpensesAmt
CY Other Expenses$24,016,752CYOtherExpensesAmt
PY Total Expenses$98,371,296PYTotalExpensesAmt
CY Total Expenses$103,722,466CYTotalExpensesAmt
PY Revenues Less Expenses$29,088,210PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,162,109CYRevenuesLessExpensesAmt
Total Assets BOY$376,942,796TotalAssetsBOYAmt
Total Assets EOY$387,566,756TotalAssetsEOYAmt
Total Liabilities BOY$56,935,475TotalLiabilitiesBOYAmt
Total Liabilities EOY$73,787,972TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$320,007,321NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$313,778,784NetAssetsOrFundBalancesEOYAmt
MissionThe mission of Kalamazoo College is to prepare its graduates to better understand, live successfully within, and provide enlightened leadership to a richly diverse and increasingly complex world. As a highly selective, nationally renowned and internationally oriented four-year college of arts and sciences, Kalamazoo College has developed a tradition of excellence in the fulfillment of this mission.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$93,821,472ExpenseAmt
Grant$45,558,542GrantAmt
Revenue$79,255,667RevenueAmt
DescHigher Education: The mission of Kalamazoo College is to prepare its graduates to better understand, live successfully within, and provide enlightened leadership to a richly diverse and increasingly complex world. As a highly selective, nationally renowned. and internationally oriented four-year college of arts and sciences, Kalamazoo College has developed a tradition of excellence in the fulfillment of this mission. College enrollment for the fall quarter of 2018 was 1,467 students.Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$93,821,472TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document273IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1630EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountrySPForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCatherine BonnesPersonNm
Phone2693377228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Academy StreetAddressLine1Txt
CityKalamazooCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Charlotte H Hall
Chair20Yes (X)$0$0$0
James A Clayton
Vice Chair20Yes (X)$0$0$0
S Si Johnson
Vice Chair20Yes (X)$0$0$0
Eugene V N Bissell
Treasurer20Yes (X)$0$0$0
Amy S Courter
Secretary20Yes (X)$0$0$0
Hashem Akhavan-Tafti
Trustee20Yes (X)$0$0$0
Judith L Bollinger
Trustee20Yes (X)$0$0$0
Martha Campbell
Trustee20Yes (X)$0$0$0
Jody L Clark
Trustee20Yes (X)$0$0$0
Jonathan R Cunningham
Trustee20Yes (X)$0$0$0
Harold J Decker
Trustee20Yes (X)$0$0$0
Helen B Etkin
Trustee20Yes (X)$0$0$0
Gwen A Fountain
Trustee20Yes (X)$0$0$0
Mark G Ghafari
Trustee20Yes (X)$0$0$0
Donald L Hafner
Trustee20Yes (X)$0$0$0
James N Heath
Trustee20Yes (X)$0$0$0
Jerrod A Howlett
Trustee20Yes (X)$0$0$0
Alexander C Lipsey
Trustee20Yes (X)$0$0$0
Asia L Morales
Trustee20Yes (X)$0$0$0
Hans P Morefield
Trustee20Yes (X)$0$0$0
Donald R Parfet
Trustee20Yes (X)$0$0$0
Gail A Raiman
Trustee20Yes (X)$0$0$0
Christopher P Reynolds
Trustee20Yes (X)$0$0$0
James A Robideau
Trustee20Yes (X)$0$0$0
Mary Beth Sarhatt
Trustee20Yes (X)$0$0$0
William R Stoeri
Trustee20Yes (X)$0$0$0
Jon L Stryker
Trustee20Yes (X)$0$0$0
Bonnie Wachter Swenby
Trustee20Yes (X)$0$0$0
Amy E Upjohn
Trustee20Yes (X)$0$0$0
M Elizabeth Washington
Trustee20Yes (X)$0$0$0
Richard E Yehle
Trustee20Yes (X)$0$0$0
Debra L Yourick
Trustee20Yes (X)$0$0$0
Jorge G Gonzalez
President400Yes (X)$422,439$0$90,095Yes (X)
Laura Furge
Interim Provost400$127,685$0$36,309Yes (X)
Albert DeSimone
VP College Advancement400$216,642$0$40,142Yes (X)
James E Prince
VP Business and Finance400$197,640$0$37,384Yes (X)
Sarah Westfall
VP Student Dev/Dean of Students400$156,098$0$24,408Yes (X)
Lisa Brock
Academic Director, Arcus Center for Social Justice Leadership400$141,164$0$29,832Yes (X)
James A Langeland
Professor of Biology400$138,881$0$78,110Yes (X)
Gregory Diment
Associate Provost IS400$134,311$0$79,207Yes (X)
Paul Manstrom
Associate VP Facilities Management400$135,871$0$6,794Yes (X)
Eric Staab
Dean of Admission and Financial Aid400$132,203$0$99,544Yes (X)
Michael McDonald
Former Provost; President of GLCA040$99,415$121,260$22,897Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,902,349TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$121,260TotReportableCompRltdOrgAmt
Total Other Compensation$544,722TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K23IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Creative Dining Services
One Royal Park Dr Ste 3ZeelandMI49464Campus Food Services$3,611,336
Andy J Egan Company
2001 Waldorf St NW Ste 200Grand RapidsMI49544Construction Contractor$1,798,782
Miller Davis Company
1029 Portage StKalamazooMI49001Construction Contractor$901,228
Tower Pinkster Titus Associates
242 E Kalamazoo AveKalamazooMI49007Architect$721,078Suite 200
EAB Global Inc
2445 M St NWWashingtonDC20037Student Marketing Consultants$523,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$13,262FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$241,899GovernmentGrantsAmt
All Other Contributions$10,570,791AllOtherContributionsAmt
Noncash Contributions$812,039NoncashContributionsAmt
Total Contributions$10,825,952TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition and Fees611310$70,001,139$70,001,139$0$0
Room and Board611310$7,896,482$7,896,482$0$0
Other Revenue611310$1,358,046$1,269,792$88,254$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$79,255,667TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,231,239TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$24,769UnrelatedBusinessRevenueAmt
Exclusion$2,206,470ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$201,827TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$201,827ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$119,670RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$64,476RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$55,194RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,194TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$55,194ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$37,025,579SecuritiesAmt
Other$7,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$32,015,907SecuritiesAmt
Other$1,356,969OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,009,672SecuritiesAmt
Other-$1,349,469OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,660,203TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,660,203ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$16,079FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$13,262ContriRptFundraisingEventAmt
Fundraising Direct Expenses$14,450FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,629TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,629ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$787,915GrossSalesOfInventoryAmt
Cost Of Goods Sold$459,269CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$328,646TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,132UnrelatedBusinessRevenueAmt
Exclusion$315,514ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,560,357TotalRevenueColumnAmt
Related Or Exempt Func Income$79,167,413RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$126,155UnrelatedBusinessRevenueAmt
Exclusion$6,440,837ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,558,542TotalAmt
Program Services$45,558,542ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,431,499TotalAmt
Program Services$394,110ProgramServicesAmt
Management And General$764,480ManagementAndGeneralAmt
Fundraising$272,909FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$24,267,854TotalAmt
Program Services$20,617,921ProgramServicesAmt
Management And General$1,658,975ManagementAndGeneralAmt
Fundraising$1,990,958FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,778,236TotalAmt
Program Services$1,413,390ProgramServicesAmt
Management And General$207,351ManagementAndGeneralAmt
Fundraising$157,495FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,951,278TotalAmt
Program Services$3,906,667ProgramServicesAmt
Management And General$713,055ManagementAndGeneralAmt
Fundraising$331,556FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,664,261TotalAmt
Program Services$1,336,039ProgramServicesAmt
Management And General$184,876ManagementAndGeneralAmt
Fundraising$143,346FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$172,817TotalAmt
Program Services$0ProgramServicesAmt
Management And General$172,817ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$114,480TotalAmt
Program Services$0ProgramServicesAmt
Management And General$114,480ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$54,044TotalAmt
Fundraising$54,044FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$505,829TotalAmt
Program Services$0ProgramServicesAmt
Management And General$505,829ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,515,329TotalAmt
Program Services$1,485,052ProgramServicesAmt
Management And General-$70,092ManagementAndGeneralAmt
Fundraising$100,369FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$140,284TotalAmt
Program Services$112,991ProgramServicesAmt
Management And General$21,007ManagementAndGeneralAmt
Fundraising$6,286FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,282,150TotalAmt
Program Services$882,909ProgramServicesAmt
Management And General$267,917ManagementAndGeneralAmt
Fundraising$131,324FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$789,861TotalAmt
Program Services$298,270ProgramServicesAmt
Management And General$491,591ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,303,309TotalAmt
Program Services$2,065,089ProgramServicesAmt
Management And General$179,642ManagementAndGeneralAmt
Fundraising$58,578FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,713,804TotalAmt
Program Services$1,431,144ProgramServicesAmt
Management And General$153,835ManagementAndGeneralAmt
Fundraising$128,825FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,019,837TotalAmt
Program Services$796,213ProgramServicesAmt
Management And General$166,883ManagementAndGeneralAmt
Fundraising$56,741FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,853,350TotalAmt
Program Services$1,706,849ProgramServicesAmt
Management And General$119,388ManagementAndGeneralAmt
Fundraising$27,113FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,299,561TotalAmt
Program Services$3,119,275ProgramServicesAmt
Management And General$156,717ManagementAndGeneralAmt
Fundraising$23,569FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$235,000TotalAmt
Program Services$235,000ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Study Abroad$2,910,584$2,910,584$0$0
Food Services$3,283,057$3,283,057$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,877,500TotalAmt
Program Services$2,268,370ProgramServicesAmt
Management And General$567,145ManagementAndGeneralAmt
Fundraising$41,985FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$103,722,466TotalAmt
Program Services$93,821,472ProgramServicesAmt
Management And General$6,375,896ManagementAndGeneralAmt
Fundraising$3,525,098FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$39,942,378BOYAmt
EOY$18,485,804EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,315,487BOYAmt
EOY$20,543,261EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,051,450BOYAmt
EOY$1,042,424EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,949,395BOYAmt
EOY$5,890,670EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$416,129BOYAmt
EOY$465,262EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$691,195BOYAmt
EOY$904,186EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$149,963,533LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$69,120,295LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$80,436,518BOYAmt
EOY$80,843,238EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$153,277,959BOYAmt
EOY$194,982,834EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$71,862,285BOYAmt
EOY$64,409,077EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$376,942,796BOYAmt
EOY$387,566,756EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,204,259BOYAmt
EOY$6,837,254EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$472,169BOYAmt
EOY$333,829EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,835,597BOYAmt
EOY$43,080,613EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,000,000BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,423,450BOYAmt
EOY$23,536,276EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$56,935,475BOYAmt
EOY$73,787,972EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$103,371,764BOYAmt
EOY$100,658,614EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$216,635,557BOYAmt
EOY$213,120,170EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$320,007,321BOYAmt
EOY$313,778,784EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$376,942,796BOYAmt
EOY$387,566,756EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$7,162,109ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,494,652NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$1,561,080OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$240,993,994BeginningYearBalanceAmt
Contributions$3,343,383ContributionsAmt
Investment Earnings Or Losses$9,046,629InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,594,995GrantsOrScholarshipsAmt
Other Expenditures$9,975,482OtherExpendituresAmt
Administrative Expenses$469,921AdministrativeExpensesAmt
End Year Balance$240,343,608EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$226,973,570BeginningYearBalanceAmt
Contributions$4,779,328ContributionsAmt
Investment Earnings Or Losses$22,127,011InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,392,043GrantsOrScholarshipsAmt
Other Expenditures$9,909,078OtherExpendituresAmt
Administrative Expenses$584,794AdministrativeExpensesAmt
End Year Balance$240,993,994EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$206,774,239BeginningYearBalanceAmt
Contributions$2,807,696ContributionsAmt
Investment Earnings Or Losses$28,433,040InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,242,656GrantsOrScholarshipsAmt
Other Expenditures$8,316,410OtherExpendituresAmt
Administrative Expenses$482,339AdministrativeExpensesAmt
End Year Balance$226,973,570EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$219,847,239BeginningYearBalanceAmt
Contributions$3,209,502ContributionsAmt
Investment Earnings Or Losses-$5,673,733InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,181,749GrantsOrScholarshipsAmt
Other Expenditures$8,074,541OtherExpendituresAmt
Administrative Expenses$352,479AdministrativeExpensesAmt
End Year Balance$206,774,239EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$222,047,672BeginningYearBalanceAmt
Contributions$4,981,772ContributionsAmt
Investment Earnings Or Losses$2,319,621InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,997,614GrantsOrScholarshipsAmt
Other Expenditures$7,137,135OtherExpendituresAmt
Administrative Expenses$367,077AdministrativeExpensesAmt
End Year Balance$219,847,239EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.21BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.79PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,489,726OtherCostOrOtherBasisAmt
Book Value$2,489,726BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$107,159,990OtherCostOrOtherBasisAmt
Depreciation$44,842,542DepreciationAmt
Book Value$62,317,448BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$28,069,692OtherCostOrOtherBasisAmt
Depreciation$21,645,796DepreciationAmt
Book Value$6,423,896BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$12,244,125OtherCostOrOtherBasisAmt
Depreciation$2,631,957DepreciationAmt
Book Value$9,612,168BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$80,843,238TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Hedge Funds$46,611,965F
Private Equity Funds$5,660,410F
Charitable Remainder Trusts & Gift Annuities$3,046,961F
Beneficial Interest in Perpetual Trusts$9,089,741F
FieldValueIRS element (for citing)
Total Book Value Securities$64,409,077TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Postretirement Benefit$15,585,331
Federal Perkins Loans$6,579,049
Annuities Payable$1,371,896
FieldValueIRS element (for citing)
Total Liability$23,536,276TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$56,711,633TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,494,652NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue-$45,414,650OtherRevenueAmt
Revenue Not Reported-$42,919,998RevenueNotReportedAmt
Revenue Subtotal$99,631,631RevenueSubtotalAmt
Investment Expenses Not Incld$505,829InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$3,577,103OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$3,071,274RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$96,560,357TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$62,940,170TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$4,599,988LossesReportedAmt
Other Expenses Included$538,195OtherExpensesIncludedAmt
Expenses Not Reported$5,138,183ExpensesNotReportedAmt
Expenses Subtotal$57,801,987ExpensesSubtotalAmt
Investment Expenses Not Incld2$505,829InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$45,414,650OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$45,920,479ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$103,722,466TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1The College maintains a substantial collection of artwork and rare books for educational purposes and public exhibition. Schedule D, Part III is not completed because the collection is not capitalized and does not meet the definition under SFAS 116.
Schedule D, Part III, Line 4The College maintains a substantial collection of artwork and rare books for educational purposes and public exhibition. Schedule D, Part III is not completed because the collection is not capitalized and does not meet the definition under SFAS 116.
Schedule D, Part V, Line 4The College's endowment consists of approximately 500 individual funds established for a variety of purposes. These funds provide support for instruction, academic support departments, student services, institutional support departments, physical plant maintenance and improvements, public service programs and scholarships, as well as general operating support.
Schedule D, Part XI, Line 2dExpenses that are netted with revenue on the AFS: Financial aid ($45,242,706); Payments to beneficiaries of split interest agreements ($177,232); Change in liability for employee retirement incentive program $5,288
Schedule D, Part XI, Line 4bExpenses that are netted with revenue on the 990: Bookstore cost of sales ($459,269); Rental property expenses ($64,476); Fundraising expenses ($14,450). Non-operating losses on AFS that are included in revenue on 990: ($3,038,908)
Schedule D, Part XII, Line 2dExpenses that are reported with 990 revenue: Bookstore cost of sales $459,269; Rental property expenses $64,476; Fundraising expenses $14,450
Schedule D, Part XII, Line 4bExpenses that are netted with revenue on the AFS: Financial aid $45,242,706; Payments to beneficiaries of split interest agreements $177,232; Change in liability for employee retirement incentive program ($5,288)

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The following statement appears in the College catalog: "Kalamazoo College is committed to equal rights, equal opportunities, and equal protection under the law. The College administers its programs, activities, and services without regard to race, color, religion, age, sex, national origin, height, weight, marital status, disability as protected by law, or sexual orientation. The College's definition of sexual orientation proscribes discrimination based on a person's heterosexuality, homosexuality, bisexuality, or gender identity, actual or presumed." Kalamazoo College draws a substantial percentage of its students from outside the Kalamazoo community including other areas of Michigan, the United States, and foreign countries and follows a racially nondiscriminatory policy as to students. Publication is not required under Rev Proc 75-50, Section 4.03-2(b).
Schedule E, Part I, Line 6Kalamazoo College participates in the following campus-based financial aid programs: SEOG, FWSP, Perkins (NDSL). In addition, students from the college are recipients of Pell grants, Guaranteed Student Loans and Parent Loans.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesHigher Education$202,080
East Asia and the Pacific01Program ServicesHigher Education$428,385
Europe (including Iceland and Greenland)08Program ServicesHigher Education$1,513,553
Middle East and North Africa00Program ServicesHigher Education$67,180
North America (including Canada and Mexico, but not the United States)00Program ServicesHigher Education$51,456
South America02Program ServicesHigher Education$334,827
Sub-Saharan Africa03Program ServicesHigher Education$147,202
Central America and the CaribbeanInvestments$21,501,578
North America (including Canada and Mexico, but not the United States)Investments$13,229,943
FieldValueIRS element (for citing)
Total Office0TotalOfficeCnt
Total Employee14TotalEmployeeCnt
Total Spent$37,476,204TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3FormAndLineReferenceDesc
ExplanationThe College invests in various foreign corporations and partnerships, both directly and through U.S. partnerships. However, the College's share of foreign corporation and partnership investments does not exceed 10% and thus Form 5471 or Form 8865 is not required. While these investments may be considered Passive Foreign Investment Companies, the College is not required to file Form 8621 as the investment income is not debt-financed unrelated business income. The College files Form 926 for transfers for foreign corporations during the year, both directly and through U.S. partnerships when cash transfers exceed $100,000 or when other types of assets are transferred.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Wilson-Bennett Technology IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 Professional Dr Ste 2AddressLine1Txt
CityCabotCityNm
State AbbreviationARStateAbbreviationCd
ZIP72023ZIPCd
FieldValueIRS element (for citing)
ActivitySee Schedule G, Part IV, Statement 1ActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$221,597GrossReceiptsAmt
Retained By Contractor$54,044RetainedByContractorAmt
Net To Organization$167,553NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$221,597TotalGrossReceiptsAmt
Total Retained By Contractors$54,044TotalRetainedByContractorsAmt
Total Net To Organization$167,553TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf JamboreeEvent1Nm
Gross Receipts Event1$14,215GrossReceiptsEvent1Amt
Charitable Contri Event1$8,450CharitableContriEvent1Amt
Gross Revenue Event1$5,765GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$3,921FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$6,754OtherDirectExpensesEvent1Amt
Event2Golf for FootballEvent2Nm
Gross Receipts Event2$15,126GrossReceiptsEvent2Amt
Charitable Contri Event2$4,812CharitableContriEvent2Amt
Gross Revenue Event2$10,314GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$810FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$2,965OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$29,341GrossReceiptsTotalAmt
Charitable Contributions Tot$13,262CharitableContributionsTotAmt
Gross Revenue Total Events$16,079GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,731FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$9,719OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$14,450DirectExpenseSummaryEventsAmt
Net Income Summary$1,629NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Scholarships1422$45,242,706
Scholarships for GLCA students8$315,836

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationScholarships are awarded based on established criteria, including donor restrictions.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jorge G Gonzalez
President$420,530$0$0$0$1,909$0$47,396$0$43,704$0$513,539$0$0$0
Laura Furge
Interim Provost$127,595$0$0$0$90$0$13,858$0$22,941$0$164,484$0$0$0
Albert DeSimone
VP College Advancement$216,246$0$0$0$396$0$22,659$0$18,061$0$257,362$0$0$0
James E Prince
VP Business and Finance$197,244$0$0$0$396$0$20,681$0$17,281$0$235,602$0$0$0
Sarah Westfall
VP Student Dev/Dean of Students$155,840$0$0$0$258$0$16,225$0$8,756$0$181,079$0$0$0
Lisa Brock
Academic Director, Arcus Center for Social Justice Leadership$140,768$0$0$0$396$0$8,546$0$21,839$0$171,549$0$0$0
Gregory Diment
Associate Provost IS$134,053$0$0$0$258$0$14,470$0$65,267$0$214,048$0$0$0
Paul Manstrom
Associate VP Facilities Management$135,871$0$0$0$0$0$6,794$0$0$0$142,665$0$0$0
Eric Staab
Dean of Admission and Financial Aid$132,065$0$0$0$138$0$14,429$0$85,643$0$232,275$0$0$0
James A Langeland
Professor of Biology$138,743$0$0$0$138$0$14,898$0$63,630$0$217,409$0$0$0
Michael McDonald
Provost$99,346$121,260$0$0$69$0$10,133$12,764$289$240$109,837$134,264$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aThe President's spouse attends seminars on topics related to networking and fundraising and works with the President in attending fundraising events with alumni donors. The costs are reimbursed business expenses under an accountable plan. The President is required to live in housing provided on campus. The value of this housing is excluded from taxable income.
Schedule J, Part I, Line 3The compensation of the President is reviewed annually by the Compensation Committee of the Board of Trustees with a report and resolutions provided to the full Board for deliberation. As part of this process, the President's compensation is compared to a cohort of similar institutions. The result of the deliberations and decisions are documented in the notes of the Compensation Committee meeting and a statement of salary letter sent to the President and the Director of Human Resources.
Schedule J, Part I, Line 4President Gonzalez participated in a section 457(f) plan and the College contributed $20,000 during calendar year 2018.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Michigan Finance AuthorityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN800596186BondIssuerEIN
CUSIP594479EFOCUSIPNum
Bond Issued2018-07-11BondIssuedDt
Issue Price$44,315,000IssuePriceAmt
PurposeRefunding 2011 bond issuance & construct & equip athletics facilitlesPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$835,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$48,090,861TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$413,159IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$2,993,813CapitalExpendituresAmt
Other Spent Proceeds$29,351,214OtherSpentProceedsAmt
Unspent$15,332,675UnspentAmt
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation Made0FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.005PrivateBusConcerningUBIPct
Total Private Business Use0.005TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part II, Line 3-07/11/2018 44,315,000 Michigan Finance AuthorityFormAndLineReferenceDesc
ExplanationIncludes investment earnings of $364,186.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonSuzanne GonzalezPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSpouse of PresidentRelationshipDescriptionTxt
Transaction$35,000TransactionAmt
TransactionHonorariumTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$30,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesDonor appraisalMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesValue not recordedMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution32ContributionCnt
Noncash Contributions Rpt F990$782,039NoncashContributionsRptF990Amt
Method Of Determining RevenuesAvg daily stock priceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 33FormAndLineReferenceDesc
ExplanationNoncash contributions of personal property valued at $5,000 or less are not entered or capitalizedExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bThe forms 990 and 990T are provided to the Audit Committee of the Board of Trustees for review. A meeting is convened with the Audit Committee and the Vice President for Business and Finance to review and discuss the Forms 990 and 990T. After receiving the Audit Committee's approval, the Forms 990 and 990T are provided to the full Board of Trustees for review and approval. The Schedule B Schedule of Contributors is not provided to the Audit Committee or the Board in order to maintain the confidential identity of donors that wish to remain anonymous.
Form 990, Part VI, Section B, Line 12cThe conflict of interest policy is provided to every Trustee and Officer in October. Every recipient is asked to return a disclosure form that discloses any potential relationships that may represent a conflict of interest and disclose any gifts or loans from entities with which the College has significant business dealings. The form also asks Trustees to acknowledge that they have read the conflict of interest policy and confirm that they have no knowledge of any real or potential violations of the policy and that they will refrain from taking any unfair advantage of any information obtained in their role as Trustee or Officer.
Form 990, Part VI, Section B, Line 15The compensation of the President is reviewed annually by the Compensation Committee of the Board of Trustees with a report and resolutions provided to the full Board for deliberation. As part of this process, the President's compensation is compared to a cohort of similar institutions. The result of the deliberations and decisions are documented in the notes of the Compensation Committee meeting and a statement of salary letter sent to the President and the Director of Human Resources. The compensation of the College officers is determined annually by the President and compared to the compensation of similarly placed officers of Great Lakes Colleges Association institutions. The officer compensation is submitted to the Executive Committee of the Board of Trustees for review and approval.
Form 990, Part VI, Section C, Line 19Kalamazoo College is organized under Michigan statute MCL Section 390.751 through 390.761. The bylaws and conflict of interest policy are available upon request. The financial statements are also available by request, posted on the College's website and made available in the College library.
Form 990, Part XI, Line 9Change in post retirement health benefit liability

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Genevieve U Gilmore Endowment For The Arts
PNC Bank113 E MichiganKalamazooMI49007386470228Trust FBO Kalamazoo CollegeMI501(c)(3)Line 12 cKalamazoo CollegeYes (1)
Dorothy Hinkley Heyl Irrev Charitable Trust
PNC Bank113 E MichiganKalamazooMI49007386572671Trust FBO Kalamazoo CollegeMI501(c)(3)Line 12dKalamazoo CollegeYes (1)
L Lee Stryker Memorial Trust
PNC Bank113 E MichiganKalamazooMI49007386385367Trust FBO Kalamazoo CollegeMI501(c)(3)Line 12dKalamazoo CollegeYes (1)
FW & Elsie Heyl Science Scholarship Fund PNC Bank
PO Box 94651ClevelandOH44101386194019Science GrantsMI501(c)(3)Line 12d0N/A
Great Lakes College Association Inc
535 W William No 301Ann ArborMI48103381678376Promote advancement in higher educationMI501(c)(3)12a0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Business Name Line2OtherOrganizationName/BusinessNameLine2TxtTransaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Genevieve U Gilmore Endowment For The Arts
PNC Bankc$98,393Cash Grant
Dorothy Hinkley Heyl Irrev Charitable Trust
PNC Bankc$147,989Cash Grant
L Lee Stryker Memorial Trust
PNC Bankc$105,222Cash Grant