STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BUTLER UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BUTLER UNIVERSITY (EIN 35-0867977)
Tax period
2017-06-01 to 2018-05-31
Filed
2019-04-15
IRS object ID
201941059349301704
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-15T16:51:19-05:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 N Illinois StreetAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350867977EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUTLER UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BUTLER UNIV BUSINESS OFFICEInCareOfNm
Business Name ControlBUTLBusinessNameControlTxt
Phone3179409779PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14600 SUNSET AVENUEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE E ARICKPersonNm
Person TitleVP - FINANCE AND ADMPersonTitleTxt
Phone3179409135PhoneNum
Signature2019-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE B FISHBACKPreparerPersonNm
PTINP01279475PTIN
Phone3173834000PhoneNum
Preparation2019-04-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43033020191055000439FederalOriginalSubmissionId
Federal Original Submission Id2019-04-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2549B8983BCEF4BD4CBB570D93CEB1A1E7F466ADAtSubmissionCreationDeviceId
At Submission Filing Device IdE43C2FEF5D838BC286DC3B96AF984EDC8464B4B8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES M DANKOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14600 SUNSET AVENUEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46208ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$327,742,626GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BUTLER.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1850FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO PROVIDE THE HIGHEST QUALITY LIBERAL AND PROFESSIONAL EDUCATION AND TO INTEGRATE THE TWO BY CREATING A STIMULATING INTELLECTUAL COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee3716TotalEmployeeCnt
Total Volunteers2500TotalVolunteersCnt
Total Gross UBI$18,820TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$22,586NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,575,338PYContributionsGrantsAmt
CY Contributions Grants$19,396,786CYContributionsGrantsAmt
PY Program Service Revenue$228,689,940PYProgramServiceRevenueAmt
CY Program Service Revenue$239,680,689CYProgramServiceRevenueAmt
PY Investment Income$10,885,209PYInvestmentIncomeAmt
CY Investment Income$17,235,089CYInvestmentIncomeAmt
PY Other Revenue$103,810PYOtherRevenueAmt
CY Other Revenue$133,866CYOtherRevenueAmt
PY Total Revenue$263,254,297PYTotalRevenueAmt
CY Total Revenue$276,446,430CYTotalRevenueAmt
PY Grants And Similar Paid$65,822,010PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$68,838,422CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$102,831,040PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$105,613,958CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$218,392PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$133,298CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,182,522CYTotalFundraisingExpenseAmt
PY Other Expenses$71,346,496PYOtherExpensesAmt
CY Other Expenses$72,664,005CYOtherExpensesAmt
PY Total Expenses$240,217,938PYTotalExpensesAmt
CY Total Expenses$247,249,683CYTotalExpensesAmt
PY Revenues Less Expenses$23,036,359PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$29,196,747CYRevenuesLessExpensesAmt
Total Assets BOY$536,166,433TotalAssetsBOYAmt
Total Assets EOY$628,918,305TotalAssetsEOYAmt
Total Liabilities BOY$159,357,724TotalLiabilitiesBOYAmt
Total Liabilities EOY$216,535,672TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$376,808,709NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$412,382,633NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE THE HIGHEST QUALITY OF LIBERAL AND PROFESSIONAL EDUCATION AND TO INTEGRATE THE LIBERAL ARTS WITH PROFESSIONAL EDUCATION, BY CREATING AND FOSTERING A STIMULATING INTELLECTUAL COMMUNITY BUILT UPON INTERACTIVE DIALOGUE AND INQUIRY AMONG STUDENTS, FACULTY, AND STAFF.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$217,052,783ExpenseAmt
Grant$68,838,422GrantAmt
Revenue$239,680,689RevenueAmt
DescEDUCATION: BUTLER UNIVERSITY DELIVERS AN OUTSTANDING EDUCATION THAT IS STEEPED IN THE LIBERAL ARTS AND COUPLED WITH EXPERIENTIAL LEARNING OPPORTUNITIES THAT INCLUDE INTERNSHIPS, STUDY ABROAD, SERVICE PROJECTS, AND SCHOLARLY RESEARCH. IT'S THROUGH THIS COMPREHENSIVE APPROACH THAT WE PREPARE STUDENTS TO STEP DIRECTLY INTO A CAREER OR GRADUATE SCHOOL WITH CONFIDENCE. THE UNIVERSITY'S MOST RECENT PLACEMENT RATE WAS 97 PERCENT, INCLUDING 25 PERCENT THAT WENT ON TO ATTEND GRADUATE SCHOOL OR PARTICIPATE IN A GAP-YEAR PROGRAM. IN ITS RANKINGS FOR 2019, U.S. NEWS AND WORLD REPORT NAMED BUTLER THE NO. 1 SCHOOL AMONG MIDWEST REGIONAL UNIVERSITIES (TIED WITH CREIGHTON), THE MOST INNOVATIVE SCHOOL IN THE MIDWEST FOR THE FOURTH CONSECUTIVE YEAR, AND BEST UNDERGRADUATE TEACHING. THE UNIVERSITY ALSO WAS LISTED AMONG THE BEST FOR INTERNSHIPS, FIRST-YEAR EXPERIENCE, STUDY ABROAD, AND UNDERGRADUATE RESEARCH/CREATIVE PROJECTS. AUXILIARY: CLOWES MEMORIAL HALL BUTLER UNIVERSITY'S 2,200-SEAT CLOWES MEMORIAL HALL OPENED TO THE PUBLIC ON OCT. 18, 1963. THIS PROFESSIONAL PERFORMING ARTS FACILITY IS HOME TO CLOWES PRESENTS - AN ANNUAL SERIES OF MUSIC, THEATRE, AND DANCE PERFORMANCES - AND A K-12 EDUCATION PROGRAM. CLOWES IS ALSO THE HOME OF RESIDENT COMPANIES SUCH AS THE BUTLER BALLET. OTHER GREAT ORGANIZATIONS SUCH AS BROADWAY IN INDIANAPOLIS, MUSIC FOR ALL(BANDS OF AMERICA), AND BUTLER'S CELEBRATION OF DIVERSITY DISTINGUISHED LECTURE SERIES ALSO USE THE VENUE. HEALTH AND RECREATION COMPLEX: A HEALTH AND RECREATION COMPLEX THAT IS EQUIPPED WITH RECREATION COURTS, AN INDOOR JOGGING TRACK, AN AQUATICS AREA, A WEIGHT AND FITNESS SPACE, AND LOUNGE OPENED IN FALL 2006. STUDENTS ENROLLED IN AT LEAST 12 CREDIT HOURS ARE AUTOMATIC MEMBERS. MEMBERSHIP IS ALSO AVAILABLE TO UNIVERSITY FACULTY, STAFF, ALUMNI, AND A LIMITED NUMBER OF COMMUNITY MEMBERS. ATHLETICS: BUTLER UNIVERSITY PARTICIPATES IN INTERCOLLEGIATE ATHLETICS AT THE NCAA DIVISION I LEVEL. NINETEEN OF BUTLER'S 20 TEAMS COMPETE IN THE BIG EAST, WHILE THE FOOTBALL PROGRAM IS A MEMBER OF THE PIONEER FOOTBALL LEAGUE. THE BULLDOGS HAVE A LONG HISTORY OF ATHLETIC SUCCESS, INCLUDING BACK-TO-BACK TRIPS TO THE NCAA DIVISION I MEN'S BASKETBALL NATIONAL CHAMPIONSHIP GAME IN 2010 AND 2011, AND THE UNIVERSITY IS HOME TO ONE OF THE NATION'S GREAT INTERCOLLEGIATE BASKETBALL FACILITIES, HINKLE FIELDHOUSE. FOR MORE INFORMATION ABOUT BUTLER ATHLETICS, VISIT WWW.BUTLERSPORTS.COM. ROOM AND BOARD: BUTLER STUDENTS CAN CHOOSE FROM A NUMBER OF HOUSING OPTIONS, INCLUDING A RESIDENTIAL APARTMENT VILLAGE FOR JUNIORS AND SENIORS, AN APARTMENT-STYLE RESIDENCE HALL, TWO COEDUCATIONAL RESIDENCE HALLS WITH OPTIONAL FRESHMAN LIVING-LEARNING CENTERS, AND 13 FRATERNITIES AND SORORITIES. A 660-BED MODERN, SUITE-STYLE HOUSING FACILITY - PREDOMINATELY FOR SOPHOMORES - OPENED IN FALL 2016, AND A 647-BED, SUITE-STYLE RESIDENCE HALL FOR FIRST-YEAR STUDENTS OPENED IN FALL 2018. ALL BUTLER UNDERGRADUATES ARE REQUIRED TO LIVE ON CAMPUS THROUGH JUNIOR YEAR.Desc
Total Program Service Expenses$217,052,783TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsYes (true)InvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6883IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3716EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBUTLER UNIV BUSINESS OFFICEPersonNm
Phone3179409779PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14600 SUNSET AVENUEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46208ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JATINDER-BIR SANDHU
CHAIRMAN1.01.0Yes (X)Yes (X)$0$0$0
TRACY STEVENS
VICE CHAIR1.01.0Yes (X)Yes (X)$0$0$0
JANE MAGNUS-STINSON
SECRETARY1.01.0Yes (X)Yes (X)$0$0$0
JOSHUA SMILEY
TREASURER1.01.0Yes (X)Yes (X)$0$0$0
GARY ALETTO
TRUSTEE1.01.0Yes (X)$0$0$0
ALEX ANGLIN
TRUSTEE1.00.0Yes (X)$0$0$0
DENNIS BASSETT
TRUSTEE1.01.0Yes (X)$0$0$0
P SCOTT BENING
TRUSTEE1.01.0Yes (X)$0$0$0
KATHRYN BETLEY
TRUSTEE1.01.0Yes (X)$0$0$0
BRYAN BRENNER
TRUSTEE1.00.0Yes (X)$0$0$0
KEITH BURKS
TRUSTEE1.00.0Yes (X)$0$0$0
GARY BUTKUS
TRUSTEE1.01.0Yes (X)$0$0$0
JOHN COOKE
TRUSTEE1.01.0Yes (X)$0$0$0
ROLLIN DICK
TRUSTEE1.01.0Yes (X)$0$0$0
JIM DICKSON
TRUSTEE1.01.0Yes (X)$0$0$0
KEITH FALLER
TRUSTEE1.01.0Yes (X)$0$0$0
CRAIG FENNEMAN
TRUSTEE1.01.0Yes (X)$0$0$0
THOMAS FISCHER
TRUSTEE1.01.0Yes (X)$0$0$0
JANA FUELBERTH
TRUSTEE1.00.0Yes (X)$0$0$0
CHRIS GAHL
TRUSTEE1.00.0Yes (X)$0$0$0
RONALD LANGSTON
TRUSTEE1.01.0Yes (X)$0$0$0
ROBIN LAUTH
TRUSTEE1.00.0Yes (X)$0$0$0
TOM MATHERS
TRUSTEE1.00.0Yes (X)$0$0$0
BETH MORRIS
TRUSTEE1.00.0Yes (X)$0$0$0
KEVIN MORRIS
TRUSTEE1.01.0Yes (X)$0$0$0
JAMIE PHILLIPPE
TRUSTEE1.01.0Yes (X)$0$0$0
AARON SCHAMP
TRUSTEE1.01.0Yes (X)$0$0$0
HOWARD SCHROTT
TRUSTEE1.01.0Yes (X)$0$0$0
BILL SOARDS
TRUSTEE1.00.0Yes (X)$0$0$0
STEVEN WALKER
TRUSTEE1.01.0Yes (X)$0$0$0
JAMES WHITE
TRUSTEE1.01.0Yes (X)$0$0$0
ROBERT WILDMAN
TRUSTEE1.01.0Yes (X)$0$0$0
LYNNE ZYDOWSKY
TRUSTEE1.01.0Yes (X)$0$0$0
SUSAN WESTERMEYER
CONTROLLER/ASST TREASURER50.01.0Yes (X)$107,667$0$23,181
BRUCE ARICK
VP-FINANCE & ADMIN/ASST TREAS.50.01.0Yes (X)$288,763$0$41,992
CLAIRE AIGOTTI
GENERAL COUNSEL/ASST SECRETARY50.01.0Yes (X)$256,307$0$38,386
JAMES DANKO
PRESIDENT50.01.0Yes (X)$590,428$0$57,526
CHRIS HOLTMANN
HEAD COACH, MEN'S BASKETBALL50.00.0$1,030,923$0$34,830Yes (X)
LAVALL JORDAN
HEAD COACH, MEN'S BASKETBALL50.00.0$671,843$0$28,925Yes (X)
BARRY COLLIER
VP AND ATHLETICS DIRECTOR50.00.0$295,497$0$41,509Yes (X)
JACI THIEDE
VP-ADVANCEMENT50.00.0$293,523$0$34,090Yes (X)
KATHRYN MORRIS
PROVOST/VP-ACADEMIC AFFAIRS50.00.0$245,000$0$36,550Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,779,951TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$336,989TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K145IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK CATERING SERVICE
704 WEST HAMPTON DRIVEINDIANAPOLISIN46208BOARD/CATERING$8,190,740
US BANK CORPORATE PAYMENT SYSTEM
PO BOX 790428ST LOUISMO63179CARD SERVICER$6,670,973
AMERICAN CAMPUS COMMUNITIES
12700 HILL COUNTRY BLVD SUITE T-20AUSTINTX78738STUDENT HOUSING$5,868,432
MESSER CONSTRUCTION
5158 FISHWICK DRIVECINCINNATIOH45216CONSTRUCTION$4,684,317
EVANS DEVELOPMENT COMPANY INC
2101 NATIONAL AVENUEINDIANAPOLISIN46227CONSTRUCTION$2,653,827
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K117CntrctRcvdGreaterThan100KCnt
Fundraising$42,000FundraisingAmt
Government Grants$1,345,751GovernmentGrantsAmt
All Other Contributions$18,009,035AllOtherContributionsAmt
Noncash Contributions$1,057,530NoncashContributionsAmt
Total Contributions$19,396,786TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION AND FEES900099$184,282,416$184,282,416
RESIDENCE HALLS/ROOM & BOARD611710$23,271,886$23,271,886
ATHLETIC REVENUE611710$15,102,552$15,102,552
AUXILIARY REVENUE900099$6,274,100$6,274,100
OTHER MISCELLANEOUS611710$10,749,735$10,749,735
FieldValueIRS element (for citing)
Total Program Service Revenue$239,680,689TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,342,595TotalRevenueColumnAmt
Unrelated Business Revenue-$91,668UnrelatedBusinessRevenueAmt
Exclusion$8,434,263ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Personal$135,223PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Personal$24,735PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$110,488PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$110,488TotalRevenueColumnAmt
Unrelated Business Revenue$110,488UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$60,141,844SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$51,249,350SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,892,494SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,892,494TotalRevenueColumnAmt
Exclusion$8,892,494ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$45,489FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$42,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$22,111FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,378TotalRevenueColumnAmt
Exclusion$23,378ExclusionAmt
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
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$276,446,430TotalRevenueColumnAmt
Related Or Exempt Func Income$239,680,689RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$18,820UnrelatedBusinessRevenueAmt
Exclusion$17,350,135ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$67,975,693TotalAmt
Program Services$67,975,693ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$862,729TotalAmt
Program Services$862,729ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,404,250TotalAmt
Management And General$1,100,847ManagementAndGeneralAmt
Fundraising$303,403FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$56,398TotalAmt
Management And General$56,398ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$77,881,145TotalAmt
Program Services$65,957,852ProgramServicesAmt
Management And General$9,824,964ManagementAndGeneralAmt
Fundraising$2,098,329FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,075,461TotalAmt
Program Services$5,122,721ProgramServicesAmt
Management And General$814,534ManagementAndGeneralAmt
Fundraising$138,206FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,782,011TotalAmt
Program Services$11,215,330ProgramServicesAmt
Management And General$3,267,991ManagementAndGeneralAmt
Fundraising$298,690FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,414,693TotalAmt
Program Services$4,533,211ProgramServicesAmt
Management And General$747,982ManagementAndGeneralAmt
Fundraising$133,500FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$253,186TotalAmt
Program Services$1,680ProgramServicesAmt
Management And General$251,476ManagementAndGeneralAmt
Fundraising$30FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$182,562TotalAmt
Program Services$4,058ProgramServicesAmt
Management And General$178,504ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$23,000TotalAmt
Management And General$23,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$133,298TotalAmt
Fundraising$133,298FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,001,655TotalAmt
Management And General$1,001,655ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,549,502TotalAmt
Program Services$13,059,449ProgramServicesAmt
Management And General$3,188,154ManagementAndGeneralAmt
Fundraising$301,899FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,571,473TotalAmt
Program Services$653,252ProgramServicesAmt
Management And General$911,847ManagementAndGeneralAmt
Fundraising$6,374FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,990,771TotalAmt
Program Services$6,522,899ProgramServicesAmt
Management And General$266,226ManagementAndGeneralAmt
Fundraising$201,646FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$595,395TotalAmt
Program Services$450,875ProgramServicesAmt
Management And General$104,248ManagementAndGeneralAmt
Fundraising$40,272FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,693,070TotalAmt
Program Services$5,965,339ProgramServicesAmt
Management And General$716,221ManagementAndGeneralAmt
Fundraising$11,510FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,862,578TotalAmt
Program Services$7,989,078ProgramServicesAmt
Management And General$536,027ManagementAndGeneralAmt
Fundraising$337,473FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$473,547TotalAmt
Program Services$403,591ProgramServicesAmt
Management And General$64,494ManagementAndGeneralAmt
Fundraising$5,462FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,333,700TotalAmt
Program Services$3,905,987ProgramServicesAmt
Management And General$427,713ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,786,056TotalAmt
Program Services$16,400,522ProgramServicesAmt
Management And General$1,385,534ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,000,288TotalAmt
Program Services$1,385,280ProgramServicesAmt
Management And General$553,345ManagementAndGeneralAmt
Fundraising$61,663FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
AUXILIARY$2,323,724$2,127,917$151,583$44,224
REPAIRS & MAINTENANCE$878,631$839,262$39,300$69
DUES, FEES, & SUBSCRIPTIONS$967,210$760,953$184,284$21,973
MISCELLANEOUS$1,177,657$915,105$218,051$44,501

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$247,249,683TotalAmt
Program Services$217,052,783ProgramServicesAmt
Management And General$26,014,378ManagementAndGeneralAmt
Fundraising$4,182,522FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,307,003BOYAmt
EOY$18,160,200EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,940,794BOYAmt
EOY$25,960,154EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,748,020BOYAmt
EOY$3,815,352EOYAmt

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$18,361,283BOYAmt
EOY$19,811,353EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$338,249BOYAmt
EOY$349,495EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,014,531BOYAmt
EOY$2,007,043EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$479,672,159LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$288,755,128LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$166,170,545BOYAmt
EOY$190,917,031EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$247,626,001BOYAmt
EOY$265,595,660EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$34,067,972BOYAmt
EOY$31,633,548EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,592,035BOYAmt
EOY$70,668,469EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$536,166,433BOYAmt
EOY$628,918,305EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,270,089BOYAmt
EOY$22,788,485EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,454,256BOYAmt
EOY$15,470,550EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$117,209,351BOYAmt
EOY$168,869,016EOYAmt

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$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,424,028BOYAmt
EOY$9,407,621EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$159,357,724BOYAmt
EOY$216,535,672EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$141,384,141BOYAmt
EOY$161,115,047EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$62,152,427BOYAmt
EOY$73,552,154EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$173,272,141BOYAmt
EOY$177,715,432EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$376,808,709BOYAmt
EOY$412,382,633EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$536,166,433BOYAmt
EOY$628,918,305EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$29,196,747ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,630,742NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$253,565OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,260,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,827,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,891,097CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,575,338CurrentTaxYearMinus1YearAmt
Current Tax Year$19,396,786CurrentTaxYearAmt
Total$118,951,425TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,260,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,827,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,891,097CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,575,338CurrentTaxYearMinus1YearAmt
Current Tax Year$19,396,786CurrentTaxYearAmt
Total$118,951,425TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$41,372,283SubstantialContributorsTotAmt
Public Support Total170$77,579,142PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,794,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,122,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,403,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,635,039CurrentTaxYearMinus1YearAmt
Current Tax Year$7,476,163CurrentTaxYearAmt
Total$26,431,500TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$597,941CurrentTaxYearMinus3YearsAmt
Total$597,941TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$145,980,866TotalSupportAmt
Gross Receipts Rltd Activities$2,076,183,031GrossReceiptsRltdActivitiesAmt
Public Support CY1700.53143PublicSupportCY170Pct
Public Support PY1700.59020PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE A, PART IFormAndLineReferenceDesc
ExplanationSPECIAL RULE REPORTING: THE ORGANIZATION CHECKED IN SCHEDULE A, PART I, THAT IT IS ORGANIZED AS SCHOOL, CATEGORY 2, PER ITS EXEMPTION LETTER. THE ORGANIZATION HAS COMPLETED SCHEDULE A, PART II TO PROVE THAT IT MEETS THE DEFINITION OF A PUBLICALLY SUPPORTED ORGANIZATION UNDER CATEGORY 7 AND CAN USE A SPECIAL REPORTING RULE ON SCHEDULE B.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$23,000OtherActivitiesAmt
Total Lobbying Expenditures$23,000TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE C, PART II-BFormAndLineReferenceDesc
ExplanationLOBBYING EXPENSES: BUTLER UNIVERSITY PAID A CONSULTANT, SHORT STRATEGY GROUP INC., TO LOBBY ON THEIR BEHALF AGAINST LEGISLATION THAT IF PASSED WOULD GIVE HIGHER EDUCATION INSTITUTIONS IN INDIANA THE RESPONSIBILITY OF LICENSING TEACHERS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements1TotalEasementsCnt
Total Acreage40.00TotalAcreageCnt
Historic Structure Easements1HistoricStructureEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$220,426,012BeginningYearBalanceAmt
Contributions$4,194,391ContributionsAmt
Investment Earnings Or Losses$19,986,979InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,084,556GrantsOrScholarshipsAmt
Other Expenditures$5,472,818OtherExpendituresAmt
Administrative Expenses$108,790AdministrativeExpensesAmt
End Year Balance$235,941,218EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$193,803,959BeginningYearBalanceAmt
Contributions$12,873,600ContributionsAmt
Investment Earnings Or Losses$22,597,513InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,132,825GrantsOrScholarshipsAmt
Other Expenditures$5,662,075OtherExpendituresAmt
Administrative Expenses$54,160AdministrativeExpensesAmt
End Year Balance$220,426,012EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$193,960,059BeginningYearBalanceAmt
Contributions$21,004,421ContributionsAmt
Investment Earnings Or Losses-$12,670,016InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,982,200GrantsOrScholarshipsAmt
Other Expenditures$5,432,583OtherExpendituresAmt
Administrative Expenses$75,722AdministrativeExpensesAmt
End Year Balance$193,803,959EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$188,874,262BeginningYearBalanceAmt
Contributions$6,636,573ContributionsAmt
Investment Earnings Or Losses$6,341,805InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,717,537GrantsOrScholarshipsAmt
Other Expenditures$5,103,046OtherExpendituresAmt
Administrative Expenses$71,998AdministrativeExpensesAmt
End Year Balance$193,960,059EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$171,576,339BeginningYearBalanceAmt
Contributions$1,706,038ContributionsAmt
Investment Earnings Or Losses$23,146,857InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,555,000GrantsOrScholarshipsAmt
Other Expenditures$4,966,578OtherExpendituresAmt
Administrative Expenses$33,394AdministrativeExpensesAmt
End Year Balance$188,874,262EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.11420BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.88580PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,558,358OtherCostOrOtherBasisAmt
Book Value$2,558,358BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$318,198,779OtherCostOrOtherBasisAmt
Depreciation$158,519,382DepreciationAmt
Book Value$159,679,397BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,738,599OtherCostOrOtherBasisAmt
Depreciation$8,645,853DepreciationAmt
Book Value$9,092,746BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$71,933,732OtherCostOrOtherBasisAmt
Depreciation$58,630,375DepreciationAmt
Book Value$13,303,357BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,242,691OtherCostOrOtherBasisAmt
Depreciation$62,959,518DepreciationAmt
Book Value$6,283,173BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$190,917,031TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUND$9,255F
VENTURE CAPITAL - ALT INVEST$2,276,607F
REALTY - ALT INVEST$4,932,045F
PRIVATE EQUITY - ALT INVEST$8,859,504F
NATURAL RESOURCES - ALT INVEST$15,556,137F
FieldValueIRS element (for citing)
Total Book Value Securities$31,633,548TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
BOND PROC & OTHER HELD IN ESCR$37,119,808
RENEWAL & REPLACE IN PROGRESS$29,752,530
BENEFICIAL INT PERPET TRUSTS$2,586,177
UNAMORTIZED BOND ISSUE COSTS$1,209,954
FieldValueIRS element (for citing)
Total Book Value Other Assets$70,668,469TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ANNUITIES AND TRUST PAYABLE$1,047,152
ADV FROM GOV - STUDENT LOANS$7,142,850
FUNDS HELD FOR CAMPUS ORGS$1,217,619
FieldValueIRS element (for citing)
Total Liability$9,407,621TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$213,822,058TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,630,742NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$3,400DonatedServicesAndUseFcltsAmt
Other Revenue$581,563OtherRevenueAmt
Revenue Not Reported$7,215,705RevenueNotReportedAmt
Revenue Subtotal$206,606,353RevenueSubtotalAmt
Investment Expenses Not Incld$1,001,655InvestmentExpensesNotIncldAmt
Other Revenues Not Included$68,838,422OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$69,840,077RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$276,446,430TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$177,717,125TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$3,400DonatedServicesUseFcltsAmt
Other Expenses Included$304,119OtherExpensesIncludedAmt
Expenses Not Reported$307,519ExpensesNotReportedAmt
Expenses Subtotal$177,409,606ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,001,655InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$68,838,422OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$69,840,077ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$247,249,683TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE D, PART II, LINE 9CONSERVATION EASEMENTS: THE UNIVERSITY'S CONSERVATION EASEMENT WAS GRANTED AS A CONDITION OF ELIGIBILITY FOR THE SAVE AMERICA'S TREASURES GRANT PROGRAM. THE UNIVERSITY RECORDED GRANT REVENUE AND USED IT TO SUPPORT THE RENOVATION OF THE EXTERIOR OF HINKLE FIELDHOUSE.
FORM 990, SCHEDULE D, PART III, LINE 4EXEMPT PURPOSE: BUTLER UNIVERSITY MAINTAINS ART, MUSICAL INSTRUMENTS, AND A RARE BOOK COLLECTION FOR EDUCATION, SCHOLARLY RESEARCH, AND PRESERVATION FOR FUTURE GENERATIONS.
FORM 990, SCHEDULE D, PART V, LINE 4INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD-DESIGNATED ENDOWMENT FUNDS). THE ENDOWMENT IS AVAILABLE FOR SCHOLARSHIPS, ACADEMIC PROGRAMS, AND OTHER INSTITUTIONAL SUPPORT.
FORM 990, SCHEDULE D, PART XASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
FORM 990, SCHEDULE D, PART XIRECONCILIATION OF REVENUE: LINE 2D: INCOME FROM BUTLER FOUNDATION $ 534,717 RENTAL EXPENSES $ 24,735 FUNDRAISING EXPENSES $ 22,111 TOTAL $ 581,563 LINE 4B: SCHOLARSHIPS $68,838,422
FORM 990, SCHEDULE D, PART XIIRECONCILIATION OF EXPENSES: LINE 2D: EXPENSES FROM BUTLER FOUNDATION $ 257,273 FUNDRAISING EXPENSES $ 22,111 RENTAL EXPENSES $ 24,735 TOTAL $ 304,119 LINE 4B: SCHOLARSHIPS $68,838,422

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3PUBLICATION OF THE ORGANIZATION'S NONDISCRIMINATORY POLICY: PER THE STUDENT HANDBOOK, BUTLER UNIVERSITY IS COMMITTED TO THE PRINCIPLE OF EQUAL OPPORTUNITY. IT DOES NOT KNOWINGLY DISCRIMINATE AGAINST ANY APPLICANT, STUDENT OR EMPLOYEE ON THE BASIS OF SEX, SEXUAL ORIENTATION, RACE, COLOR, AGE, RELIGION OR NATIONAL, ETHNIC OR GEOGRAPHICAL ORIGIN. IT ATTEMPTS TO MAKE ITS PROGRAMS EQUALLY ACCESSIBLE TO ALL QUALIFIED APPLICANTS REGARDLESS OF PHYSICAL OR MENTAL DISABILITY. THIS SCHOOL IS AUTHORIZED UNDER FEDERAL LAW TO ENROLL NON-IMMIGRANT ALIEN STUDENTS.
SCHEDULE E, PART I, LINE 6AFINANCIAL AID RECEIVED FROM A GOVERNMENTAL AGENCY: BUTLER UNIVERSITY RECEIVES CERTAIN AMOUNTS FROM GOVERNMENTAL AGENCIES FOR SUPPORT OF ITS RESEARCH AND EDUCATIONAL PROGRAMS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean4PROGRAM SERVICESEDUCATION$156,402
East Asia and the Pacific2PROGRAM SERVICESEDUCATION$84,902
Europe (Including Iceland and Greenland)25PROGRAM SERVICESEDUCATION$1,287,898
Russia and the Newly Independent States2PROGRAM SERVICESEDUCATION$20,003
South America1PROGRAM SERVICESEDUCATION$32,949
South Asia1PROGRAM SERVICESEDUCATION$14,065
SUB-SAHARAN AFRICA1PROGRAM SERVICESEDUCATION$5,494
Central America and the CaribbeanInvestmentsN/A$35,288,361
FieldValueIRS element (for citing)
Subtotal Employees36SubtotalEmployeesCnt
Total Employee36TotalEmployeeCnt
Subtotal Spent$36,890,074SubtotalSpentAmt
Total Spent$36,890,074TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FINANCIAL AID FOR STUDENTSCentral America and the Caribbean14$103,450SEE PART V
FINANCIAL AID FOR STUDENTSEast Asia and the Pacific21$179,775SEE PART V
FINANCIAL AID FOR STUDENTSEurope (Including Iceland and Greenland)69$516,079SEE PART V
FINANCIAL AID FOR STUEDNTSNorth America3$8,925SEE PART V
FINANCIAL AID FOR STUDENTSSouth America3$40,450SEE PART V
FINANCIAL AID FOR STUDENTSSub-Saharan Africa1$14,050SEE PART V
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE UNITED STATES: BUTLER UNIVERSITY HAS STUDENTS WHO STUDY ABROAD. THE FINANCIAL AID RECEIVED BY STUDENTS WHO STUDY ABROAD IS A REDUCTION OR WAIVER OF BUTLER UNIVERSITY TUITION WHILE THE STUDENT IS STUDYING ABROAD. BUTLER UNIVERSITY HAS WRITTEN QUALIFICATION CRITERIA FOR STUDENT FINANCIAL AID AND FOLLOWS A WRITTEN APPROVAL PROCESS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonMARTS AND LUNDYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 WALL STREET WEST 5TH FLOORAddressLine1Txt
CityLYNDHURSTCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07071ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTINGActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$17,011,725GrossReceiptsAmt
Retained By Contractor$133,298RetainedByContractorAmt
Net To Organization$16,878,427NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$17,011,725TotalGrossReceiptsAmt
Total Retained By Contractors$133,298TotalRetainedByContractorsAmt
Total Net To Organization$16,878,427TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF CLASSICEvent1Nm
Gross Receipts Event1$87,489GrossReceiptsEvent1Amt
Charitable Contri Event1$42,000CharitableContriEvent1Amt
Gross Revenue Event1$45,489GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$1,160NonCashPrizesEvent1Amt
Rent Facility Costs Event1$7,006RentFacilityCostsEvent1Amt
Food And Beverage Event1$775FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$13,170OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$87,489GrossReceiptsTotalAmt
Charitable Contributions Tot$42,000CharitableContributionsTotAmt
Gross Revenue Total Events$45,489GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,160NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$7,006RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$775FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,170OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$22,111DirectExpenseSummaryEventsAmt
Net Income Summary$23,378NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2bFormAndLineReferenceDesc
ExplanationFUNDRAISER COMPENSATION: MARTS AND LUNDY HAS PROVIDED CONSULTING SERVICES FOR CAMPAIGN PLANNING. CURRENTLY, BUTLER UNIVERSITY IS STILL IN THE SILENT PHASE OF THE CAMPAIGN.ExplanationTxt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR STUDENTSGrantTypeTxt
Recipient4249RecipientCnt
Cash Grant$67,975,693CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES: BUTLER UNIVERSITY HAS WRITTEN QUALIFICATION CRITERIA FOR STUDENT FINANCIAL AID AND FOLLOWS A WRITTEN APPROVAL PROCESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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
BRUCE ARICK
VP-FINANCE & ADMIN/ASST TREAS.$263,605$0$25,158$0$0$0$26,360$0$15,632$0$330,755$0$0$0
CLAIRE AIGOTTI
GENERAL COUNSEL/ASST SECRETARY$226,769$0$29,538$0$0$0$22,802$0$15,584$0$294,693$0$0$0
JAMES DANKO
PRESIDENT$499,175$0$74,876$0$16,377$0$45,433$0$12,093$0$647,954$0$0$0
CHRIS HOLTMANN
HEAD COACH, MEN'S BASKETBALL$590,691$0$430,000$0$10,232$0$27,000$0$7,830$0$1,065,753$0$0$0
LAVALL JORDAN
HEAD COACH, MEN'S BASKETBALL$668,182$0$0$0$3,661$0$20,182$0$8,743$0$700,768$0$0$0
BARRY COLLIER
VP AND ATHLETICS DIRECTOR$283,993$0$0$0$11,504$0$27,000$0$14,509$0$337,006$0$0$0
JACI THIEDE
VP-ADVANCEMENT$279,773$0$0$0$13,750$0$27,000$0$7,090$0$327,613$0$0$0
KATHRYN MORRIS
PROVOST/VP-ACADEMIC AFFAIRS$245,000$0$0$0$0$0$24,500$0$12,050$0$281,550$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1AOTHER BENEFITS: CHARTER TRAVEL IS OCCASIONALLY USED FOR CERTAIN ATHLETIC TEAM TRAVEL WHEN IT CREATES AN OPPORTUNITY TO REDUCE MISSED CLASS TIME FOR STUDENT ATHLETES. CHARTER TRAVEL IS ALSO USED BY ATHLETIC DEPARTMENT PERSONNEL ON A LIMITED BASIS FOR ATHLETIC RECRUITING PURPOSES WHEN COMMERCIAL TRAVEL IS NOT EFFICIENT. NO EMPLOYEE IS REPORTING TAXABLE INCOME FROM CHARTER TRAVEL. SPOUSAL TRAVEL IS PROVIDED TO THE ATHLETIC DIRECTOR, BARRY COLLIER, ON OCCASION. THE VALUE OF THIS SPOUSAL TRAVEL IS INCLUDED IN HIS TAXABLE INCOME. BUTLER UNIVERSITY PROVIDES A RESIDENCE AND HOUSEHOLD SERVICES FOR JAMES DANKO, THE UNIVERSITY'S PRESIDENT. THE RESIDENCE AND HOUSEHOLD SERVICES ARE NOT INCLUDED IN MR. DANKO'S TAXABLE INCOME. THE RESIDENCE IS FURNISHED FOR THE CONVENIENCE OF BUTLER UNIVERSITY, AND IT IS AVAILABLE FOR USE TO HOST FACULTY, STAFF, AND STUDENT FUNCTIONS. JAMES DANKO WAS REQUIRED TO LIVE IN THE RESIDENCE AS A CONDITION OF HIS EMPLOYMENT, AND HIS RESIDENCE IS CONTIGUOUS TO BUTLER'S CAMPUS. BUTLER UNIVERSITY PAYS SOCIAL CLUB DUES FOR JAMES DANKO, BARRY COLLIER, CHRIS HOLTMAN, AND LAVALL JORDAN. THE PERSONAL USE OF THESE DUES IS INCLUDED IN EACH EMPLOYEE'S TAXABLE INCOME.
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS: THE BONUSES INCLUDED IN PART II, COLUMN (II) ARE PERFORMANCE BASED BONUSES FOR 2016-17. THESE BONUSES WERE APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
INDIANA FINANCE AUTHORITY
A5216989172011-09-21$17,275,000REFUND PTN SERIES 2001 BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B5216989172012-04-25$35,395,000REFUND PTN SERIES 2004 BONDSfalsefalsefalse4550573HO
INDIANA FINANCE AUTHORITY
C5216989172011-09-21$10,008,529CONSTRUCTION, HVAC, AND ENERGY MGMfalsefalsefalse
INDIANA FINANCE AUTHORITY
D5216989172012-04-25$15,305,000REFUND PTN SERIES 2001 BONDSfalsefalsefalse4550573HO

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$8,465,000$0$17,275,000$0$0$17,147,044$127,956$0$0$0$0$01991Yes (true)falseYes (true)Yes (true)
B$1,615,000$0$37,233,309$3,599,750$0$33,305,153$328,385$0$0$0$0$02006Yes (true)falseYes (true)Yes (true)
C$6,760,000$0$10,118,529$0$0$0$110,000$0$0$0$10,008,529$02013Yes (true)falseYes (true)Yes (true)
D$0$0$16,656,524$1,665,652$0$14,845,327$145,545$0$0$0$0$01991Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)
BfalsefalseYes (true)Yes (true)false0.007100.024100.03120falsefalse0.00000falseYes (true)
CfalsefalseYes (true)Yes (true)false0.000000.029600.02960falsefalse0.00000falseYes (true)
DfalsefalseYes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndGross Proceeds Invested In GICGrossProceedsInvestedInGICInd
0
AYes (true)falsefalse0Yes (true)false
0
BYes (true)falsefalse0Yes (true)falsefalse
0
CYes (true)falsefalse0Yes (true)falsefalse
0
DYes (true)falsefalse0Yes (true)falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
INDIANA FINANCE AUTHORITY
A5216989174550573HO2011-09-21$13,360,000REFUND PTN SERIES 2004 BONDSfalsefalsefalse
INDIANA FINANCE AUTHORITY
B52169891745506DNQ42014-10-15$24,330,000SUNSET AVE PARKING GARAGEfalsefalsefalse
INDIANA FINANCE AUTHORITY
C5216989172017-08-30$30,330,000CONSTRUCTION, RENOVATIONSfalsefalsefalse
INDIANA FINANCE AUTHORITY
D5216989172017-12-13$16,930,000ACQUISITION LAND, BUILDINGS, CONSTfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$8,050,000$0$13,360,000$0$0$13,243,811$116,189$0$0$0$0$02006Yes (true)falseYes (true)Yes (true)
B$1,815,000$0$26,310,744$0$0$0$296,545$0$0$0$26,014,199$02015falsefalseYes (true)Yes (true)
C$100,000$0$30,330,000$0$0$0$285,573$0$0$0$2,302,656$30,044,427falsefalsefalseYes (true)
D$0$0$16,930,000$0$0$0$118,116$0$0$0$13,737,457$3,074,4272019falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)false0.007100.024100.03120falsefalse0.00000falseYes (true)
BfalsefalseYes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)
CfalsefalseYes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)
DfalseYes (true)Yes (true)Yes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetInd
0
AYes (true)falsefalsefalse0Yes (true)false
0
Bfalsefalsefalsefalse0Yes (true)falseYes (true)
0
Cfalsefalsefalsefalse0Yes (true)falseYes (true)
0
Dfalsefalsefalsefalse0Yes (true)falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$14,000CashGrantAmt
Type Of AssistanceACADEMIC SCHOLARSHIPSTypeOfAssistanceTxt
Assistance PurposeACADEMIC SCHOLARSHIPSAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonBETHANIE DANKOPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBER OF PRES.RelationshipDescriptionTxt
Transaction$56,398TransactionAmt
TransactionEMPLOYMENTTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution74ContributionCnt
Noncash Contributions Rpt F990$1,014,844NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK QUOTEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)PRIZES8$3,755COST
Yes (X)BANNERS/SIGNS/PICTURES14$11,143FMV
Yes (X)EQUIPMENT1$1,594COST
Yes (X)FOOD/BEVERAGES/MEALS14$14,428COST
Yes (X)FURNITURE1$11,766COST
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BPROCESS TO REVIEW FORM 990: BUTLER UNIVERSITY'S BOARD OF DIRECTORS HAS FORMALLY DELEGATED AUTHORITY FOR THE REVIEW OF ITS FORM 990 TO THE BUTLER UNIVERSITY AUDIT COMMITTEE. IN ADDITION, BUTLER'S OUTSIDE ACCOUNTING FIRM REVIEWED THE FORM 990 PRIOR TO FILING. BUTLER UTILIZED THIS PROCESS TO ENSURE THAT ITS FORM 990 RECEIVED SUBSTANTIVE REVIEW BY DIRECTORS AND PROFESSIONALS WITH SPECIFIC KNOWLEDGE OF BUTLER'S ACTIVITIES AND EXTENSIVE FINANCIAL, ACCOUNTING AND TAX EXPERTISE.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: BUTLER UNIVERSITY HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH BUTLER UNIVERSITY. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS DETERMINE THAT THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF BUTLER UNIVERSITY, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, THE AUDIT COMMITTEE, COMPOSED OF INDEPENDENT OUTSIDE DIRECTORS. IN ADDITION, THE EXECUTIVE STAFF IS RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF BUTLER UNIVERSITY.
FORM 990, PART VI, SECTION B, LINE 15A & 15BPROCESS TO DETERMINE PRESIDENT AND OFFICER COMPENSATION: BUTLER UNIVERSITY HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY THAT ENSURES THAT ALL COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISION MAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD OR COMMITTEE MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. BUTLER UNIVERSITY HAS DELEGATED AUTHORITY REGARDING EXECUTIVE COMPENSATION MATTERS TO THE EXECUTIVE COMPENSATION COMMITTEE, COMPOSED OF INDEPENDENT OUTSIDE DIRECTORS. THE COMMITTEE IS RESPONSIBLE FOR APPLYING THE TERMS AND PROCESS OF THE EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY AS OUTLINED ABOVE. THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED THE COMPENSATION IN 2018. COMPENSATION REVIEW OF OTHER OFFICERS WAS CONDUCTED AS PART OF THE ANNUAL PERFORMANCE REVIEW PROCESS.
FORM 990, PART VI, SECTION C, LINE 19AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, FORM 990, AND FS: THE UNIVERSITY MAKES THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE UNIVERSITY'S BUSINESS OFFICE. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG.
FORM 990, PART XI, LINE 9NONCONTROLLING INTEREST - OTHER CHANGES IN NET ASSETS OR FUND BALANCES: NONCONTROLLING INTEREST - UNRESTRICTED - $(253,565)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BUTLER UNIVERSITY INVESTMENTS LLC
4600 SUNSET AVENUEINDIANAPOLISIN46208812916984INVESTMENTSIN$0$601,000BUTLER UNIV
BUTLER UNIVERSITY INSURANCE HOLDINGS LLC
4600 SUNSET AVENUEINDIANAPOLISIN46208815442157INSURANCEIN$59,953$330,587BUTLER UNIV

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BUTLER FOUNDATION
4600 SUNSET AVENUEINDIANAPOLISIN46208356016441GIFT RECEIPTIN501(C)(3)12 TYPE IBUTLER UNIVYes (true)
INDEPENDENT COLLEGES OF INDIANA
30 SOUTH MERIDIAN STREETINDIANAPOLISIN46208310901001EDU SUPPORTIN501(C)(3)12 TYPE INAfalse
ENDLESS SUCCESS FOUNDATION INC
10 WEST MARKET ST SUITE 1990INDIANAPOLISIN46204472791355GRANT FDNIN501(C)(3)12 TYPE IIINAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
FIELDHOUSE LANDLORD LLC
4600 SUNSET AVENUEINDIANAPOLISIN46208465062614LEASINGINFIELDHOUSE MGRRELATED$177,976$34,381,658false$0Yes (true)0.80000
FIELDHOUSE ASSOCIATES LLC
4600 SUNSET AVENUEINDIANAPOLISIN46208465073784LEASINGINFHC HTCRELATED$0-$3,055false$0Yes (true)0.01000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS (6)
TRUSTINNATRUST
FIELDHOUSE MANAGER LLC
MANAGEMENTINBUTLER UNIVC CORP4600 SUNSET AVENUEINDIANAPOLISIN46208464998327$177,976$21,573,6031.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Fieldhouse Associates LLC
K$283,249FMV
Fieldhouse Associates LLC
M$1,937,265FMV
FIELDHOUSE ASSOCIATES LLC
Q$943,049FMV