HOUGHTON UNIVERSITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOUGHTON UNIVERSITY (EIN 16-0743045)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-12
- IRS object ID
- 201901029349300045
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-12T14:35:13-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUGHTON COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUG | BusinessNameControlTxt |
| Phone | 5855679312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WILLARD AVENUE | AddressLine1Txt |
| City | HOUGHTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14744 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE WRIGHT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5855679312 | PhoneNum |
| Signature | 2019-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEAN CLOSE | PreparerPersonNm |
| PTIN | P01346943 | PTIN |
| Phone | 5853811000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.14.157.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-12 | IPDt |
| IP Tm | 10:31:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D360F84E3F0AD10F5627038E856A557EFFF2FA52 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 732378BCB607919EEFADA85A3B0C7D64D8B32DE6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR SHIRLEY MULLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WILLARD AVENUE | AddressLine1Txt |
| City | HOUGHTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,409,339 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOUGHTON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | HOUGHTON COLLEGE PROVIDES AN ACADEMICALLY CHALLENGING, CHRIST-CENTERED EDUCATION IN THE LIBERAL ARTS AND SCIENCES TO STUDENTS FROM DIVERSE TRADITIONS AND ECONOMIC BACKGROUNDS AND EQUIPS THEM TO LEAD AND LABOR AS SCHOLAR-SERVANTS IN A CHANGING WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 1321 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $12,951 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,750,437 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,248,076 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,285,280 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,724,214 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,347,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,637,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $715,259 | PYOtherRevenueAmt |
| CY Other Revenue | $499,324 | CYOtherRevenueAmt |
| PY Total Revenue | $46,098,447 | PYTotalRevenueAmt |
| CY Total Revenue | $48,109,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,404,838 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,997,194 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,577,356 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,831,081 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $18,750 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $950,211 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,588,432 | PYOtherExpensesAmt |
| CY Other Expenses | $16,819,036 | CYOtherExpensesAmt |
| PY Total Expenses | $46,570,626 | PYTotalExpensesAmt |
| CY Total Expenses | $46,666,061 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$472,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,443,059 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,154,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,976,805 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,572,236 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,193,443 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,582,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,783,362 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOUGHTON COLLEGE PROVIDES AN ACADEMICALLY CHALLENGING, CHRIST-CENTERED, EDUCATION IN THE LIBERAL ARTS AND SCIENCES TO STUDENTS FROM DIVERSE TRADITIONS AND ECONOMIC BACKGROUNDS AND EQUIPS THEM TO LEAD AND LABOR AS SCHOLAR-SERVANTS IN A CHANGING WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,682,812 | ExpenseAmt |
| Grant | $13,997,194 | GrantAmt |
| Revenue | $29,429,777 | RevenueAmt |
| Desc | INSTRUCTION:UNDERGRADUATE RESIDENTIAL EDUCATION: HOUGHTON COLLEGE PROVIDES AN ACADEMICALLY CHALLENGING CHRIST-CENTERED EDUCATION IN THE LIBERAL ARTS AND SCIENCES TO APPROXIMATELY 1,000 TRADITIONAL UNDERGRADUATE STUDENTS IN A RURAL, RESIDENTIAL CAMPUS SETTING. OVER 70 MAJORS IN THE LIBERAL ARTS, NATURAL SCIENCES, AND PRE-PROFESSIONAL DEGREES ARE OFFERED. HOUGHTON FOCUSES ON PROVIDING STUDENTS OUTSTANDING EXPERIENTIAL LEARNING OPPORTUNITIES BOTH IN AND OUTSIDE THE CLASSROOM. GRADUATES OF HOUGHTON COLLEGE ARE EQUIPPED TO LEAD AND LABOR AS SCHOLAR SERVANTS IN A CHANGING WORLD.ONLINE EDUCATION: HOUGHTON COLLEGE PROVIDES AN ACADEMICALLY CHALLENGING CHRIST-CENTERED EDUCATION IN THE LIBERAL ARTS TO A DIVERSE STUDENT BODY FROM AROUND THE WORLD THROUGH ITS ONLINE COURSES. LEARNERS ARE OFFERED OPTIONS TO TAKE 1-2 COURSES IN 8-WEEK TERMS, WITH THE FLEXIBILITY TO EARN A DEGREE AT WHATEVER PACE THE STUDENT REQUIRES. HOUGHTON ONLINE STUDENTS THRIVE IN SMALL, PERSONAL ONLINE CLASSES DESIGNED TO FACILITATE CONNECTING QUICKLY WITH PROFESSORS AND PEERS. STUDENTS ENJOY EXPERIENTIAL, PRACTITIONER-BASED LEARNING IN A DIVERSE, SPIRITUAL COMMUNITY.LOCATION-BASED EDUCATION FOR MARGINALIZED PEOPLES: AS HOUGHTON COLLEGE SEEKS TO FULFILL ITS MISSION TO PROVIDE EDUCATION TO STUDENTS REGARDLESS OF THEIR ECONOMIC BACKGROUND, OFFSITE EDUCATIONAL PROGRAMS ARE OFFERED TO MEET THE UNIQUE NEEDS OF REFUGEES, IMMIGRANTS, AND OTHER MARGINALIZED PEOPLES IN REGIONAL NEW YORK CITIES. THIS INNOVATIVE PROGRAM OFFERS A TWO-YEAR ASSOCIATE OF ARTS DEGREE IN A COHORT MODEL SUPPLEMENTED WITH TUTORING, WHILE FOCUSING ON LANGUAGE AND CULTURAL COMPETENCIES, AS WELL AS JOB PREPARATION. WITH AN 85% ON-TIME GRADUATION RATE AND A 100% POST-GRADUATION PLACEMENT RATE IN A CAREER OR FOUR-YEAR DEGREE PROGRAM, THIS TAILORED APPROACH PROVIDES STUDENTS WITH THE TOOLS THEY NEED TO SUCCEED AND THE OPPORTUNITY TO COMPLETE THEIR TWO-YEAR DEGREE WITH NO EDUCATIONAL DEBT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,284,495 | ExpenseAmt |
| Revenue | $8,793,761 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: STUDENT HOUSING, FOOD SERVICES, CAMPUS STORE, AND OTHER AUXILIARY ENTERPRISES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,271,131 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STUDENT SERVICES: STUDENT LIFE, ATHLETICS, ADMISSIONS, AND OTHER STUDENT SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,450,813 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,450,813 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $41,689,251 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1752 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1321 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | TZ | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANAE FORREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5855679312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WILLARD AVE | AddressLine1Txt |
| City | HOUGHTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14744 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID BABB | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY BAHLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVELYN BARNETT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN BATMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $113,217 | $15,257 | 40.00 | ||
| ROBERT DAVIDSON | ||||||||
| TRUSTEE UNTIL OCTOBER 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GILLETTE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD ALLEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY HOOVER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID IRWIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH JENNINGS | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A JONES | ||||||||
| TRUSTEE UNTIL OCTOBER 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY KALTENBAUGH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN KNOWLTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY LARDER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LEE | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| J ANTHONY LLOYD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C DAVID MARKLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG MCCLAIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY MULLEN | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $207,238 | $0 | $17,832 | Yes (X) | ||
| HARRIETT OLSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT RUSSETT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFTON SEAMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY SLYE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID WHITE | ||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RUTH WOODWORTH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES ECKERT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE BARNES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA CANFIELD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OMAR HAEDO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER MCNIVEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW PICKERING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ISAAC SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL BATES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DORIS GRIFFIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV HAROLD SPOONER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COREENA WEAVER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT MORRIS | ||||||||
| CFO (UNTIL 3/16/18) | 40.00 | $151,609 | $0 | $13,397 | Yes (X) | |||
| DALE WRIGHT | ||||||||
| CFO (EFFECTIVE 3/16/18) | 40.00 | $80,492 | $0 | $12,121 | Yes (X) | |||
| ROBERT POOL | ||||||||
| VP FOR STUDENT LIFE | 40.00 | $100,725 | $0 | $12,203 | Yes (X) | |||
| KARL SISSON | ||||||||
| VP FOR ADVANCEMENT AND EXTERNAL RELATIONS | 40.00 | $111,560 | $0 | $12,264 | Yes (X) | |||
| CYNTHIA SYMONS | ||||||||
| PROFESSOR OF PSYCHOLOGY | 40.00 | $110,503 | $0 | $12,016 | Yes (X) | |||
| SAMUEL CONNELL | ||||||||
| PROVOST AND DEAN OF FACULTY | 40.00 | $104,402 | $0 | $33,707 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $866,529 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $113,217 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $128,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | CUSTODIAL, MAINTENANCE, AND FOOD SERVICE | $2,929,633 |
| METZ CULINARY MANAGEMENT | |||||
| 2 WOODLAND DRIVE | DALLAS | PA | 18612 | FOOD SERVICE | $1,000,269 |
| KINLEY CORPORATION | |||||
| 3295 MAPLE AVENUE | ALLEGANY | NY | 14706 | CONSTRUCTION SERVICES | $790,588 |
| CYCAZ LLC | |||||
| 2732 TRANSIT ROAD | WEST SENECA | NY | 14224 | REAL ESTATE LEASE | $388,000 |
| MJ MECHANICAL SERVICES CORPORATION | |||||
| 95 PIRSON PARKWAY | TONAWANDA | NY | 14150 | CONSTRUCTION SERVICES | $294,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,309,900 | RelatedOrganizationsAmt |
| Government Grants | $258,886 | GovernmentGrantsAmt |
| All Other Contributions | $6,679,290 | AllOtherContributionsAmt |
| Noncash Contributions | $217,756 | NoncashContributionsAmt |
| Total Contributions | $8,248,076 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $28,972,906 | $28,972,906 | |
| AUXILIARY ENTERPRISES | 611710 | $8,751,308 | $8,738,357 | $12,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,724,214 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,570,615 | TotalRevenueColumnAmt |
| Exclusion | $1,570,615 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $88,069 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $21,178 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $66,891 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,891 | TotalRevenueColumnAmt |
| Exclusion | $66,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $361,985 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $279,041 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,944 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $416,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $416,380 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $416,380 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,109,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,210,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,951 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,637,506 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,997,194 | TotalAmt |
| Program Services | $13,997,194 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,394 | TotalAmt |
| Management And General | $382,715 | ManagementAndGeneralAmt |
| Fundraising | $95,679 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,517,305 | TotalAmt |
| Program Services | $9,361,909 | ProgramServicesAmt |
| Management And General | $1,768,257 | ManagementAndGeneralAmt |
| Fundraising | $387,139 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,871 | TotalAmt |
| Program Services | $157,465 | ProgramServicesAmt |
| Management And General | $56,568 | ManagementAndGeneralAmt |
| Fundraising | $6,838 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829,829 | TotalAmt |
| Program Services | $2,177,288 | ProgramServicesAmt |
| Management And General | $541,634 | ManagementAndGeneralAmt |
| Fundraising | $110,907 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,682 | TotalAmt |
| Program Services | $528,293 | ProgramServicesAmt |
| Management And General | $224,716 | ManagementAndGeneralAmt |
| Fundraising | $31,673 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,775 | TotalAmt |
| Management And General | $48,775 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,800 | TotalAmt |
| Management And General | $73,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,750 | TotalAmt |
| Fundraising | $18,750 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,360,200 | TotalAmt |
| Program Services | $2,189,439 | ProgramServicesAmt |
| Management And General | $2,170,761 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,243 | TotalAmt |
| Program Services | $175,916 | ProgramServicesAmt |
| Management And General | $700 | ManagementAndGeneralAmt |
| Fundraising | $21,627 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,437 | TotalAmt |
| Program Services | $493,705 | ProgramServicesAmt |
| Management And General | $104,409 | ManagementAndGeneralAmt |
| Fundraising | $81,323 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,474 | TotalAmt |
| Program Services | $170,640 | ProgramServicesAmt |
| Management And General | $165,834 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495 | TotalAmt |
| Program Services | $495 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,738,492 | TotalAmt |
| Program Services | $1,086,267 | ProgramServicesAmt |
| Management And General | $1,652,225 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,165 | TotalAmt |
| Program Services | $893,930 | ProgramServicesAmt |
| Management And General | $30,152 | ManagementAndGeneralAmt |
| Fundraising | $47,083 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,150 | TotalAmt |
| Program Services | $10,116 | ProgramServicesAmt |
| Management And General | $20,034 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,940 | TotalAmt |
| Program Services | $1,054,276 | ProgramServicesAmt |
| Management And General | $57,664 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,179,280 | TotalAmt |
| Program Services | $2,851,531 | ProgramServicesAmt |
| Management And General | $322,249 | ManagementAndGeneralAmt |
| Fundraising | $5,500 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,290 | TotalAmt |
| Program Services | $76,720 | ProgramServicesAmt |
| Management And General | $114,570 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $1,200,093 | $3,551,278 | -$2,586,422 | $235,237 |
| FOOD | $1,166,536 | $1,160,320 | $6,216 | |
| SPECIAL PROGRAMS AND PR | $357,504 | $336,120 | $21,384 | |
| AUXILIARY SERVICES | $175,162 | $175,162 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Program Services | $1,241,187 | ProgramServicesAmt |
| Management And General | -$1,149,642 | ManagementAndGeneralAmt |
| Fundraising | -$91,545 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,666,061 | TotalAmt |
| Program Services | $41,689,251 | ProgramServicesAmt |
| Management And General | $4,026,599 | ManagementAndGeneralAmt |
| Fundraising | $950,211 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,999,283 | BOYAmt |
| EOY | $5,013,654 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,265 | BOYAmt |
| EOY | $25,002 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,646,258 | BOYAmt |
| EOY | $1,670,693 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,985,266 | BOYAmt |
| EOY | $2,040,491 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,827 | BOYAmt |
| EOY | $146,178 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,412 | BOYAmt |
| EOY | $612,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,340,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,048,823 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,861,271 | BOYAmt |
| EOY | $44,291,577 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,370,140 | BOYAmt |
| EOY | $57,641,370 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,511 | BOYAmt |
| EOY | $11,158 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,472 | BOYAmt |
| EOY | $7,780 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,433,179 | BOYAmt |
| EOY | $5,516,134 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,154,884 | BOYAmt |
| EOY | $116,976,805 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,779 | BOYAmt |
| EOY | $2,940,383 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,893 | BOYAmt |
| EOY | $592,946 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,311 | BOYAmt |
| EOY | $488,479 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,416,253 | BOYAmt |
| EOY | $28,171,635 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,572,236 | BOYAmt |
| EOY | $32,193,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,939,433 | BOYAmt |
| EOY | $21,196,394 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,969,454 | BOYAmt |
| EOY | $25,528,030 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,673,761 | BOYAmt |
| EOY | $38,058,938 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,582,648 | BOYAmt |
| EOY | $84,783,362 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,154,884 | BOYAmt |
| EOY | $116,976,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,443,059 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,795,680 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$38,025 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,905,080 | BeginningYearBalanceAmt |
| Contributions | $1,470,007 | ContributionsAmt |
| Investment Earnings Or Losses | $6,068,180 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,223,609 | OtherExpendituresAmt |
| End Year Balance | $56,219,658 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,789,945 | BeginningYearBalanceAmt |
| Contributions | $610,627 | ContributionsAmt |
| Investment Earnings Or Losses | $7,273,023 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,768,515 | OtherExpendituresAmt |
| End Year Balance | $50,905,080 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,414,117 | BeginningYearBalanceAmt |
| Contributions | $747,877 | ContributionsAmt |
| Investment Earnings Or Losses | $1,326,233 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,698,282 | OtherExpendituresAmt |
| End Year Balance | $45,789,945 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,486,705 | BeginningYearBalanceAmt |
| Contributions | $734,837 | ContributionsAmt |
| Investment Earnings Or Losses | $2,308,138 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,115,563 | OtherExpendituresAmt |
| End Year Balance | $46,414,117 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,524,099 | BeginningYearBalanceAmt |
| Contributions | $929,583 | ContributionsAmt |
| Investment Earnings Or Losses | $4,061,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,028,695 | OtherExpendituresAmt |
| End Year Balance | $45,486,705 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.67500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $958,032 | OtherCostOrOtherBasisAmt |
| Book Value | $958,032 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,609,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,500,229 | DepreciationAmt |
| Book Value | $34,108,854 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,714,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,823,892 | DepreciationAmt |
| Book Value | $2,890,735 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,058,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,724,702 | DepreciationAmt |
| Book Value | $6,333,956 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,291,577 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD ON BEHALF OF OTHERS | $1,708,049 |
| OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS | $2,735,473 |
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $789,336 |
| SECURED NOTE PAYABLE TO RELATED ORGANIZATION | $22,938,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,171,635 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $39,148,622 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,795,680 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$14,035,219 | OtherRevenueAmt |
| Revenue Not Reported | -$9,239,539 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,388,161 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$279,041 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$279,041 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,109,120 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,947,908 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $279,041 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $279,041 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,668,867 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,997,194 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,997,194 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,666,061 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTION ITEMS IN THE HOUGHTON COLLEGE ART COLLECTION ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE AND ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. ALL PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. |
| PART V, LINE 4: | DEPARTMENTAL PROJECTS, SCHOLARSHIPS TO STUDENTS AND STUDENT LOANS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS -13,997,194. CHANGE IN BENEFICIAL INT. IN NET ASSETS OF WILLARD J. HOUGHTON FOUNDATION -2,869. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -35,156. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -279,041. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 279,041. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND GRANTS 13,997,194. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | 0 | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE COLLEGE PUBLICIZES THE NONDISCRIMINATORY POLICY DURING OUR REGISTRATION PERIOD ON OUR APPLICATION FOR ADMISSION, IN OUR COLLEGE CATOLOG, IN SEVERAL PLACES ON THE COLLEGE WEBSITE AT WWW.HOUGHTON.EDU AND IN OUR STUDENT GUIDE FOR ENROLLING STUDENTS. COLLEGE MEDIA RECRUITMENT EFFORTS ARE PRIMARILY ELECTRONIC AND AS SUCH, POINT PERSPECTIVE STUDENTS TO THE COLLEGE WEB SITE WHERE THIS POLICY IS NOTED SEVERAL TIMES. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE RECEIVES MULTIPLE FEDERAL AWARDS FROM THE DEPARTMENT OF EDUCATION IN THE FORM OF STUDENT FINANCIAL AID. THIS INCLUDES GRANT PROGRAMS AS WELL AS GOVERNMENT LOANS FOR STUDENTS TO TAKE OUT TOWARDS THE COST OF ATTENDENCE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | PROGRAM SERVICES | VARIOUS SEMESTER LONG ACADEMIC COURSES AND 3 WEEK TRAVEL COURSES | $610,114 |
| EAST AFRICA | 1 | 0 | PROGRAM SERVICES | SEMESTER LONG ACADEMIC COURSES | $363,907 |
| WEST AFRICA | 0 | 0 | PROGRAM SERVICES | 3 WEEK ACADEMIC TRAVEL COURSE | $20,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $994,355 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $994,355 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FINANCIAL AID | EUROPE | 22 | $238,819 | CREDIT TO STUDENT ACCOUNT |
| FINANCIAL AID | EAST AFRICA | 23 | $190,549 | CREDIT TO STUDENT ACCOUNT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A FILE IS CREATED FOR EACH GRANTEE. WE DETERMINE EACH STUDENT'S DEMONSTRATED FINANCIAL NEED BASED ON THEIR COST OF ATTENDANCE MINUS EXPECTED FAMILY CONTRIBUTION ACCORDING TO THE INSTITUTIONAL STUDENT INFORMATION RECORD FROM THE FEDERAL PROCESSOR. WE ATTEMPT TO MEET EACH STUDENT'S DEMONSTRATED NEED WITH A COMBINATION OF MERIT-BASED SCHOLARSHIPS, NEED-BASED GRANTS, FEDERAL COLLEGE WORK-STUDY, AND STUDENT LOANS. FINANCIAL AID MAY BE AWARDED FROM FEDERAL, STATE, INSTITUTIONAL, AND PRIVATE SOURCES. WE MONITOR AND MAINTAIN COMPLIANCE WITH ALL FEDERAL, STATE, AND INSTITUTIONAL FINANCIAL AID POLICIES AND PROCEDURES. IN ADDITION, THE COLLEGE MONITORS AND MAINTAINS SEPARATE FUND ACCOUNTS FOR EACH AWARD CATEGORY AND PROVIDES THE NECESSARY REPORTS TO THE FEDERAL AND STATE AGENCIES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENTZ WHALEY FLESSNER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7251 OHMS LANE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTED ON CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $18,750 | RetainedByContractorAmt |
| Net To Organization | -$18,750 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $18,750 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$18,750 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ENDOWED GRANTS AND SCHOLARSHIPS | 255 | $1,192,037 |
| MERIT BASED SCHOLARSHIPS | 553 | $5,324,519 |
| NEED BASED GRANTS AND SCHOLARSHIPS | 793 | $6,486,345 |
| FEDERAL SEOG GRANTS | 63 | $67,321 |
| SPECIAL CATEGORY GRANTS AND SCHOLARSHIPS | 430 | $926,972 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | A FILE IS CREATED FOR EACH GRANTEE. WE DETERMINE EACH STUDENT'S DEMONSTRATED FINANCIAL NEED BASED ON THEIR COST OF ATTENDANCE MINUS EXPECTED FAMILY CONTRIBUTION ACCORDING TO THE INSTITUTIONAL STUDENT INFORMATION RECORD FROM THE FEDERAL PROCESSOR. WE ATTEMPT TO MEET EACH STUDENT'S DEMONSTRATED NEED WITH A COMBINATION OF MERIT-BASED SCHOLARSHIPS, NEED-BASED GRANTS, FEDERAL COLLEGE WORK-STUDY, AND STUDENT LOANS. FINANCIAL AID MAY BE AWARDED FROM FEDERAL, STATE, INSTITUTIONAL, AND PRIVATE SOURCES. WE MONITOR AND MAINTAIN COMPLIANCE WITH ALL FEDERAL, STATE, AND INSTITUTIONAL FINANCIAL AID POLICIES AND PROCEDURES. IN ADDITION, THE COLLEGE MONITORS AND MAINTAINS SEPARATE FUND ACCOUNTS FOR EACH AWARD CATEGORY AND PROVIDES THE NECESSARY REPORTS TO THE FEDERAL AND STATE AGENCIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHIRLEY MULLEN | ||||||||||||||
| PRESIDENT | $207,238 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $207,238 | $0 | $0 | $0 |
| VINCENT MORRIS | ||||||||||||||
| CFO (UNTIL 3/16/18) | $151,609 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $151,609 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,607 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. HI/LOW DATE RECEIVE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | HORSE | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,149 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUALIFIED APPRAISER | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PROVIDED IN DRAFT FORMAT TO THE AUDIT COMMITTEE FOR REVIEW. UPON APPROVAL, IT IS SUBMITTED WITH A RECOMMENDATION OF APPROVAL TO THE BOARD OF TRUSTEES WITH A PERIOD FOR PROVIDING COMMENTS, EDITS AND CORRECTIONS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR ADMINISTRATORS COMPLETE AND SIGN A FORM DISCLOSING ANY CONFLICT OF INTEREST. IF THERE IS A CONFLICT OF INTEREST ON A MATTER UNDER CONSIDERATION AT A BOARD MEETING, THE TRUSTEE IS NOT ALLOWED TO VOTE ON THE MATTER. THE MINUTES OF THE MEETING WILL DOCUMENT THAT THE TRUSTEE HAVING THE CONFLICT OF INTEREST ABSTAINED FROM VOTING. FOR PERIODS IN WHICH THERE ARE NO CIRCUMSTANCES THAT CONSTITUTE A CONFLICT OF INTEREST THE MINUTES WILL STATE AS SUCH. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE DETERMINATION OF COMPENSATION OF THE COLLEGE'S PRESIDENT, ALL MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD AS WELL AS THE FULL BOARD (SAVE THE PRESIDENT, WHO WOULD NOT BE PRESENT AT THESE DELIBERATIONS) WOULD BE INDEPENDENT TRUSTEES, I.E. THEY ARE NOT EMPLOYEES OF THE COLLEGE, NOR MARRIED TO EMPLOYEES, AND NONE OF THEM HAVE BUSINESS RELATIONSHIPS WITH THE COLLEGE THAT AFFECTS THEIR INDEPENDENCE. THE PROCESS IS AS FOLLOWS: 1. COMPARATIVE EXECUTIVE COMPENSATION DATA IS GATHERED FROM SEVERAL SOURCES: GUIDESTAR, COALITION OF CHRISTIAN COLLEGES AND UNIVERSITIES, BENTZ, WHALEY, FLESSNER (CONSULTING FIRM) AND NEW YORK STATE PRIVATE COLLEGES. 2. THE BOARD EXECUTIVE COMMITTEE (EXCLUDING THE PRESIDENT) REVIEWS THE COMPARATIVE COMPENSATION DATA AND MAKES A CONTRACT RECOMMENDATION TO THE FULL BOARD. 3. THE FULL BOARD MEETS IN EXECUTIVE SESSION (EXCLUDING THE PRESIDENT) TO DISCUSS THE RECOMMENDED CONTRACT AND VOTES ON THE FINAL CONTRACT, WHICH INCLUDES STATED COMPENSATION. DOCUMENTATION OF FULL BOARD APPROVAL OF THE RECOMMENDATION APPEARS IN THE BOARD MINUTES. FOR DETERMINATION OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES, COMPARISON SALARY DATA IS PROVIDED DIRECTLY TO THE PRESIDENT BY THE HUMAN RESOURCES OFFICE. THE PRESIDENT THEN AUTHORIZES A CERTAIN SALARY BASED ON BOTH EXTERNAL COMPARISON AND INTERNAL COMPARISON WITH OTHER VICE PRESIDENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INT. IN NET ASSETS OF WILLARD J. HOUGHTON FOUNDATION -2,869. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -35,156. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLARD J HOUGHTON FOUNDATION | |||||||||||
| 1 WILLARD AVE | HOUGHTON | NY | 14744 | 222325519 | SUPPORT OF COMMUNITY | NY | 501(C)(3) | LINE 12A, I | HOUGHTON COLLEGE | Yes (1) | |
| THE WESLEYAN INVESTMENT FUND INC | |||||||||||
| PO BOX 7250 13300 OLIO RD | FISHERS | IN | 46037 | 351775757 | CHURCH LENDING INSTITUTION | IN | 501(C)(3) | LINE 1 | THE WESLEYAN CHURCH CORPORATION | 0 | |
| THE WESLEYAN CHURCH CORPORATION | |||||||||||
| 13300 OLIO RD | FISHERS | IN | 46037 | 351148762 | CHURCH | IN | 501(C)(3) | LINE 1 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARD J HOUGHTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $600,000 | InvolvedAmt |
| Method Of Amount Determination | OUTSTANDING LOAN PRINCIPAL | MethodOfAmountDeterminationTxt |