SIMPSON COLLEGE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SIMPSON COLLEGE (EIN 42-0680389)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-16
- IRS object ID
- 201801079349300715
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-16T08:21:16-07:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420680389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMP | BusinessNameControlTxt |
| Phone | 5159611398 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 N C St | AddressLine1Txt |
| City | Indianola | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Hoch | PersonNm |
| Person Title | VP for Business & Finance | PersonTitleTxt |
| Phone | 5159611512 | PhoneNum |
| Signature | 2018-04-16 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.32.33.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jay K Simmons | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 N C St | AddressLine1Txt |
| City | Indianola | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,559,979 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.simpson.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1860 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | Simpson College is an independent, selective, church-related, comprehensive liberal arts college dedicated to excellence in higher education. The Simpson College community is equally committed to: Promoting integrative learning that enables students of all ages to develop intellectual and practical skills; Nurturing values which foster personal worth and individuality within a creative, diverse and just community; Graduating students who continue to grow as free, responsible and fulfilled individuals in the world of family, work, service and scholarship; Drawing up our relationship with the United Methodist Church and our religious traditions that guide us on issues of personal integrity, moral responsibility, social justice and global citizenship. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 1468 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $30,636 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,955,955 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,345,862 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $56,113,036 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $56,426,844 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,711,310 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,197,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $674,884 | PYOtherRevenueAmt |
| CY Other Revenue | $663,747 | CYOtherRevenueAmt |
| PY Total Revenue | $62,455,185 | PYTotalRevenueAmt |
| CY Total Revenue | $64,633,959 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,744,616 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,448,391 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,277,725 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,488,330 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,129,520 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,113,520 | PYOtherExpensesAmt |
| CY Other Expenses | $18,052,148 | CYOtherExpensesAmt |
| PY Total Expenses | $64,135,861 | PYTotalExpensesAmt |
| CY Total Expenses | $64,988,869 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,680,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$354,910 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $152,057,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,530,316 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,725,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,475,392 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $112,332,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $117,054,924 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Simpson College is an independent, selective, church-related, comprehensive liberal arts college dedicated to excellence in higher education. The Simpson College community is equally committed to: Promoting integrative learning that enables students of all ages to develop intellectual and practical skills; Nurturing values which foster personal worth and individuality within a creative, diverse, and just community; Graduating students who continue to grow as free, responsible and fulfilled individuals in the world of family, work, service, and scholarship; Drawing upon our relationship with the United Methodist Church and our religious traditions that guide us on issues of personal integrity, moral responsibility, social justice and global citizenship. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,448,391 | ExpenseAmt |
| Grant | $24,448,391 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Scholarship Programs: Scholarships and grants to students. (1,293 students) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,484,208 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Higher Education Instruction: Instruction and academic support was provided to full and part-time students (1,608 students) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,637,969 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Student Services Programs: Student Services, including student development, academic and career counseling, college chaplain, intercollegiate athletics, financial assistance and other services, was provided to full and part-time students. (1,608 students) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,508,982 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Student Services Auxiliary Enterprises: Auxiliary enterprises including housing, food services and conferencing facilities available for student use. (1,608 students) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,508,982 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $59,079,550 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2088 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1468 | 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 | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Hoch | PersonNm |
| Phone | 5159611398 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 N C St | AddressLine1Txt |
| City | Indianola | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50125 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Jay R Byers | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Sconiers Chapman | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Nicole L Crain | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael DeVito | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| D Robert Downing | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven C Fiterman | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ben F Gaumer | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Darrell J Goodhue | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Denise M Griffey | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph D Hall | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Terry W Handley | ||||||||||
| Trustee, Secretary of the Board | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Jordan B Hansell | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark L Hill | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Steven G Johnson | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Ronald L Keller | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sean M Kennedy | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gage A Kent | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Linda W Koehn | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John T Lawlor | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Terrance J Lillis | ||||||||||
| Trustee, Board Chair | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Barbara A Miller | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark C Miller | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Alejandro Munoz | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Owen J Newlin | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John R Norris Jr | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kaela L Phillips | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Nile D Ramsbottom | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Lauren Rasmussen | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sunnie Richer | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert G Riley Jr | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Gary L Ruble | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael A Sadler | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas C Shandley | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James C Spooner | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Deanna Strable-Soethout | ||||||||||
| Trustee, Treasurer of the Board | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Dustin L Thomas | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Julius C Trimble | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas N Urban | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Philip J Webb | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David A Weesner | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard M Willis | ||||||||||
| Trustee | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jay K Simmons | ||||||||||
| President | 40 | 0 | $242,497 | $0 | $92,462 | Yes (X) | ||||
| Catherine A Hoch | ||||||||||
| Vice President for Business & Finance | 40 | 0 | $68,447 | $0 | $11,624 | Yes (X) | ||||
| Kent A Eaton | ||||||||||
| Senior Vice President & Academic Dean | 40 | 0 | $69,233 | $0 | $3,868 | Yes (X) | ||||
| Robert J Lane | ||||||||||
| Vice President for College Advancement | 40 | 0 | $152,924 | $0 | $18,844 | Yes (X) | ||||
| Kelley L Bradder | ||||||||||
| Vice President for Information Services | 40 | 0 | $117,739 | $0 | $40,391 | Yes (X) | ||||
| Deborah J Tierney | ||||||||||
| Vice President for Enrollment | 40 | 0 | $116,324 | $0 | $13,119 | Yes (X) | ||||
| Fred O Jones | ||||||||||
| Professor of Sociology | 40 | 0 | $113,012 | $0 | $18,055 | Yes (X) | ||||
| Christopher J Goodale | ||||||||||
| Asst VP for College Advancement | 40 | 0 | $106,910 | $0 | $32,409 | Yes (X) | ||||
| Heidi Levine | ||||||||||
| Vice President for Student Development | 40 | 0 | $105,098 | $0 | $18,237 | Yes (X) | ||||
| Kenneth I Birkenholtz | ||||||||||
| Former Vice President for Business & Finance | 0 | 0 | $234,117 | $0 | $15,360 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,326,301 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $264,369 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Chartwells Dining Services | ||||||
| PO Box 91337 | Chicago | IL | 606931337 | Food Services | $3,197,266 | |
| Sodexo Operations LLC | ||||||
| PO Box 360170 | Pittsburgh | PA | 152516170 | Facilities Services | $2,096,234 | |
| Sodexo Food Services LLC | ||||||
| PO Box 360170 | Pittsburgh | PA | 152516170 | Food Services | $1,368,585 | |
| Ellucian Inc | ||||||
| 62814 Collections Center Dr | Chicago | IL | 60693 | Information Technology Services | $409,887 | |
| QCI | ||||||
| 4300 Westown Pkwy | West Des Moines | IA | 50266 | Information Technology Services | $330,219 | Suite 150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $25,936 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $923,544 | GovernmentGrantsAmt |
| All Other Contributions | $3,396,382 | AllOtherContributionsAmt |
| Noncash Contributions | $216,085 | NoncashContributionsAmt |
| Total Contributions | $4,345,862 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $47,998,504 | $47,998,504 | $0 | $0 |
| Residence Halls | 721310 | $4,356,987 | $4,356,987 | $0 | $0 |
| Food Service | 722210 | $3,590,604 | $3,590,604 | $0 | $0 |
| Conference Program | 721000 | $429,566 | $429,566 | $0 | $0 |
| Bookstore | 451211 | $51,183 | $51,183 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $56,426,844 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,686,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,448 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,685,265 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,467 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,802 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $80,560 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,242 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,242 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,242 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,325,977 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,815,185 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,510,792 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,510,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,510,792 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,536 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,936 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,275 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,261 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Finance Charges | 611310 | $98,129 | $98,129 | $0 | $0 |
| Administrative Cost Reimbursements | 611310 | $69,522 | $69,522 | $0 | $0 |
| Parking Fees | 812930 | $137,899 | $137,899 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,039 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $29,188 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $588,777 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,633,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,497,225 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $30,636 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,760,236 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,448,391 | TotalAmt |
| Program Services | $24,448,391 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,613 | TotalAmt |
| Program Services | $135,288 | ProgramServicesAmt |
| Management And General | $363,677 | ManagementAndGeneralAmt |
| Fundraising | $171,648 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,251,439 | TotalAmt |
| Program Services | $13,866,242 | ProgramServicesAmt |
| Management And General | $1,888,074 | ManagementAndGeneralAmt |
| Fundraising | $497,123 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,679 | TotalAmt |
| Program Services | $460,244 | ProgramServicesAmt |
| Management And General | $65,698 | ManagementAndGeneralAmt |
| Fundraising | $24,737 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850,372 | TotalAmt |
| Program Services | $3,151,407 | ProgramServicesAmt |
| Management And General | $531,852 | ManagementAndGeneralAmt |
| Fundraising | $167,113 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,227 | TotalAmt |
| Program Services | $948,528 | ProgramServicesAmt |
| Management And General | $166,414 | ManagementAndGeneralAmt |
| Fundraising | $50,285 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,042 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $106,042 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,655 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $69,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $100,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,146 | TotalAmt |
| Program Services | $117,345 | ProgramServicesAmt |
| Management And General | $200,801 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,280 | TotalAmt |
| Program Services | $943,777 | ProgramServicesAmt |
| Management And General | $277,336 | ManagementAndGeneralAmt |
| Fundraising | $86,167 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,651 | TotalAmt |
| Program Services | $324,608 | ProgramServicesAmt |
| Management And General | $309,043 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,313,583 | TotalAmt |
| Program Services | $3,124,821 | ProgramServicesAmt |
| Management And General | $188,762 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,557 | TotalAmt |
| Program Services | $656,763 | ProgramServicesAmt |
| Management And General | $131,321 | ManagementAndGeneralAmt |
| Fundraising | $38,473 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,569 | TotalAmt |
| Program Services | $751,557 | ProgramServicesAmt |
| Management And General | $46,092 | ManagementAndGeneralAmt |
| Fundraising | $1,920 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,458,236 | TotalAmt |
| Program Services | $3,242,143 | ProgramServicesAmt |
| Management And General | $204,271 | ManagementAndGeneralAmt |
| Fundraising | $11,822 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contracted Services | $4,270,302 | $4,225,248 | $45,054 | $0 |
| Athletic Teams | $746,852 | $746,852 | $0 | $0 |
| Memberships | $205,392 | $29,588 | $175,804 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,896,883 | TotalAmt |
| Program Services | $1,906,748 | ProgramServicesAmt |
| Management And General | -$90,097 | ManagementAndGeneralAmt |
| Fundraising | $80,232 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,988,869 | TotalAmt |
| Program Services | $59,079,550 | ProgramServicesAmt |
| Management And General | $4,779,799 | ManagementAndGeneralAmt |
| Fundraising | $1,129,520 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,900 | BOYAmt |
| EOY | $496,081 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,244,945 | BOYAmt |
| EOY | $3,271,677 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,346 | BOYAmt |
| EOY | $2,300,961 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,579 | BOYAmt |
| EOY | $852,646 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,020 | BOYAmt |
| EOY | $1,351,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,071,365 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,721,181 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,740,912 | BOYAmt |
| EOY | $59,350,184 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,079,868 | BOYAmt |
| EOY | $57,881,535 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,180,632 | BOYAmt |
| EOY | $25,882,491 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,765 | BOYAmt |
| EOY | $3,143,009 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,057,967 | BOYAmt |
| EOY | $154,530,316 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,265,907 | BOYAmt |
| EOY | $6,713,369 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,022,486 | BOYAmt |
| EOY | $24,043,146 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,285,145 | BOYAmt |
| EOY | $2,975,699 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,077,108 | BOYAmt |
| EOY | $3,743,178 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,725,646 | BOYAmt |
| EOY | $37,475,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,175,130 | BOYAmt |
| EOY | $39,903,799 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,251,911 | BOYAmt |
| EOY | $23,151,826 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,905,280 | BOYAmt |
| EOY | $53,999,299 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,332,321 | BOYAmt |
| EOY | $117,054,924 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,057,967 | BOYAmt |
| EOY | $154,530,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$354,910 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,077,513 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $2,219 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $2,219 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | Simpson College is a member of the Iowa Association of Independent Colleges and Universities (IAICU). As calculated by IAICU, twelve percent of the 2016-2017 dues paid by the College are attributed to lobbying expenditures incurred by the organization. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $121,640 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,823,014 | BeginningYearBalanceAmt |
| Contributions | $876,375 | ContributionsAmt |
| Investment Earnings Or Losses | $8,103,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,207,057 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,888,838 | OtherExpendituresAmt |
| Administrative Expenses | $100,000 | AdministrativeExpensesAmt |
| End Year Balance | $84,607,132 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,006,393 | BeginningYearBalanceAmt |
| Contributions | $363,249 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,142,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,790,932 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,513,058 | OtherExpendituresAmt |
| Administrative Expenses | $100,000 | AdministrativeExpensesAmt |
| End Year Balance | $79,823,014 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,363,062 | BeginningYearBalanceAmt |
| Contributions | $250,748 | ContributionsAmt |
| Investment Earnings Or Losses | $3,673,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,780,471 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,400,875 | OtherExpendituresAmt |
| Administrative Expenses | $100,000 | AdministrativeExpensesAmt |
| End Year Balance | $86,006,393 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,609,361 | BeginningYearBalanceAmt |
| Contributions | $780,603 | ContributionsAmt |
| Investment Earnings Or Losses | $8,874,583 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,469,165 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,332,320 | OtherExpendituresAmt |
| Administrative Expenses | $100,000 | AdministrativeExpensesAmt |
| End Year Balance | $85,363,062 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,166,031 | BeginningYearBalanceAmt |
| Contributions | $1,824,599 | ContributionsAmt |
| Investment Earnings Or Losses | $10,411,843 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,467,069 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,226,043 | OtherExpendituresAmt |
| Administrative Expenses | $100,000 | AdministrativeExpensesAmt |
| End Year Balance | $78,609,361 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $442,683 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,248,494 | OtherCostOrOtherBasisAmt |
| Book Value | $2,691,177 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $606,806 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $100,271,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,587,073 | DepreciationAmt |
| Book Value | $53,291,042 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $764,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $399,506 | DepreciationAmt |
| Book Value | $364,849 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $16,515,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,632,994 | DepreciationAmt |
| Book Value | $2,883,005 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $119,537 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $102,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,608 | DepreciationAmt |
| Book Value | $120,111 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,350,184 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Interest in Small Cap Equity Funds | $6,748,371 | F |
| Interest in Fixed Income Funds | $1,616,211 | F |
| Interest in Private Equity Partnerships | $2,725,942 | F |
| Interest in Hedge Funds | $10,985,567 | F |
| Interest in Real Estate Investment Trusts | $29,934 | F |
| Beneficial Interest in Trusts | $3,414,432 | F |
| Cash Surrender Value of Life Insurance | $355,684 | F |
| Other | $6,350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,882,491 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Student, Personnel and Sundry Deposits | $889,597 |
| Interest Rate Swap Agreements | $431,456 |
| U.S. Government Loan Funds Refundable | $2,422,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,743,178 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $45,263,081 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,077,513 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $5,077,513 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,185,568 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $24,448,391 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $24,448,391 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,633,959 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,540,478 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,540,478 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $24,448,391 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $24,448,391 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,988,869 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The College maintains various artworks utilized primarily for the preservation of the heritage of the College and general public observation. |
| Schedule D, Part V, Line 4 | The Simpson College endowment is intended to support the College's students by providing scholarships and loan funds and the endowment is intended to support the College by providing support for operations and facilities. |
| Schedule D, Part XI, Line 4b | Student aid is netted against tuition and fees in the audited financial statements. |
| Schedule D, Part XII, Line 4b | Student aid is netted against tuition and fees in the audited financial statements. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | College publications to students, alumni, and friends of the College include a statement of the College's racially nondiscriminatory policy. |
| Schedule E, Part I, Line 6 | The College receives student financial aid under Title IV and other assistance from the Federal government and from the State of Iowa. A significant portion of this assistance is "pass through" to qualifying students. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Student May Term course travel | $1,033 |
| East Asia and the Pacific | 0 | 0 | Program Services | Student semester abroad or May Term course travel | $113,243 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Student May Term course travel | $276,570 |
| South America | 0 | 0 | Program Services | Student semester abroad course travel | $148,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $539,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Athletic Golf Outing | Event1Nm |
| Gross Receipts Event1 | $60,472 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,936 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,536 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $5,133 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,190 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,351 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,601 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $60,472 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,936 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,536 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,133 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,190 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,351 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,601 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,275 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,261 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and grants to Simpson College students | GrantTypeTxt |
| Recipient | 1293 | RecipientCnt |
| Cash Grant | $24,448,391 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grants or assistance provided is for scholarships and grants to Simpson College students which are applied directly to the student's tuition charges. The Office of Financial Assistance awards scholarships and grants to students based on a variety of different criteria for each scholarship. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jay K Simmons | ||||||||||||||
| President | $229,294 | $0 | $13,000 | $0 | $203 | $0 | $12,879 | $0 | $79,583 | $0 | $334,959 | $0 | $0 | $0 |
| Robert J Lane | ||||||||||||||
| Vice President for College Advancement | $150,427 | $0 | $0 | $0 | $2,497 | $0 | $8,299 | $0 | $10,545 | $0 | $171,768 | $0 | $0 | $0 |
| Kenneth I Birkenholtz | ||||||||||||||
| Former Vice President for Business & Finance | $155,826 | $0 | $78,291 | $0 | $0 | $0 | $8,341 | $0 | $7,019 | $0 | $249,477 | $0 | $78,291 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | The President's spouse periodically travels with the President to official college functions. The spouse's travel is paid by the College when the official college function dictates such participation such as donor relations and alumni events. The President is provided a residence in which he/she is required to live. The residence is regularly used for college functions. An estimated fair value of $30,348 for President Jay Simmons has been included under Form 990 Part VII and Schedule J Part II. |
| Schedule J, Part I, Line 3 | The Executive Committee of the Board of Trustees consists of the Treasurer, Secretary and Chairman of the Board, which are all independent members of the Board of Trustees. The Committee is charged with reviewing and approving the compensation and benefits for the President. The Committee uses comparability data such as a survey issued to several private colleges regarding total compensation for a President conducted by an independent compensation consultant and salary data for private college administrator positions provided by a state association of independent private colleges. The data includes information from what Simpson College deems as their peer or comparable colleges and universities. The Committee is required to inform the full Board of Trustees of all provisions and elements of the President's compensation. |
| Schedule J, Part I, Line 4 | During the year, Ken Birkenholtz, Former VP for Business & Finance, received a payment of $47,818.24 for a non-qualified voluntary retirement plan. This amount has been included on Schedule J, Part II, Section B (ii) under compensation from filing organization. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Iowa Higher Education Loan Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 421235696 | BondIssuerEIN |
| Bond Issued | 2013-06-26 | BondIssuedDt |
| Issue Price | $27,841,842 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,146,675 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $26,316,951 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $133,812 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $3,616,028 | CapitalExpendituresAmt |
| Other Spent Proceeds | $22,567,110 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Regions Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.4 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column f-06/26/2013 27,841,842 Iowa Higher Education Loan Authority | Refund prior issues (2/15/2005), (11/19/2009), various campus buildings and residence hall improvements |
| Schedule K, Part II, Line 3-06/26/2013 27,841,842 Iowa Higher Education Loan Authority | The total proceeds do not agree to the issue price in Part I, column (e) as this debt was issued on a draw-down basis and the total principal drawn was less than the amount available. The remaining principal will not be drawn. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $174,482 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Athletic Fundraising | 67 | $16,587 | FMV |
| Yes (X) | Misc Gifts in Kind | 22 | $12,204 | FMV |
| Yes (X) | Use of Vehicle Provided | 1 | $8,312 | Dealer Lease Rate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | All stock gifts are received by an outside investment broker. When transactions are received into Simpson's account, the third party communicates the transaction to the Vice President for Business & Finance. The Vice President for Business & Finance then relays to the third party to sell the stock gift. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The return preparer reviewed a draft copy of the Form 990 with the President and Vice President for Business & Finance. The return preparer and the Vice President for Business & Finance reviewed the draft and addressed questions with a tax expert who is part of the accounting firm that audits the College. Appropriate changes were made, if applicable, to the Form 990 based on these reviews. Then, the final draft of the return was made available to all trustee members prior to filing. The return was provided electronically through the College portal and any comments or questions were directed to management or the Audit and Compliance Committee of the Board of Trustees. Finally, prior to return filing, a meeting of the Audit and Compliance Committee to the Board of Trustees was held in which management reviews the Form 990 with the Committee. The tax expert also participated in the meeting with the Audit and Compliance Committee. Appropriate changes, if applicable, were made to the Form 990 at the direction of the Audit and Compliance Committee before filing. |
| Form 990, Part VI, Section B, Line 12c | As required by the College bylaws, all trustees, officers and key employees are required to disclose annual interests that could give rise to conflicts. All reported information is compiled under the direction of the President. Copies of the completed forms are provided to the Audit and Compliance Committee of the Board of Trustees who then determines whether further review or action is necessary. |
| Form 990, Part VI, Section B, Line 15 | The Executive Compensation Committee of the Board of Trustees consists of the Treasurer, Secretary, and Chairperson of the Board, which are all independent members of the Board of Trustees. The Committee is charged with reviewing and approving the compensation of the cabinet-level administrators. The Committee uses comparability data such as survey issued to several private colleges regarding total compensation for a president conducted by an independent compensation consultant and salary data for private college administrator positions provided by a state association of independent private colleges. Minutes of all Committee meetings are kept and maintained. The Committee is required to inform the full Board of Trustees of all provisions and elements of the President's compensation. The Committee last reviewed the Compensation package to the President during the year ended in May 2017. |
| Form 990, Part VI, Section C, Line 19 | Upon written request to the President or Vice President for Business & Finance, the College will make its governing documents, conflict of interest policy and financial statements available to the public. |