NEBRASKA WESLEYAN UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NEBRASKA WESLEYAN UNIVERSITY (EIN 47-0376524)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-03-09
- IRS object ID
- 201810689349301181
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-09T19:14:26-06:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470376524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBRASKA WESLEYAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEBR | BusinessNameControlTxt |
| Phone | 4024652111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 SAINT PAUL AVENUE | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685042794 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERIK OHLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4024652111 | PhoneNum |
| Signature | 2018-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-02 | IPDt |
| IP Tm | 12:12:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 04722FD5EDB86B5C651CCDD44AB35AA37EEDD5A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 573A7FE416AD6C5E032A0E46635AF7078886CB08 | AtSubmissionFilingDeviceId |
| 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 | FREDERIK OHLES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 SAINT PAUL AVENUE | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685042794 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,851,097 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEBRWESLEYAN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 1444 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $34,243 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$553 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,560,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,515,205 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,329,570 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $57,086,966 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$459,027 | PYInvestmentIncomeAmt |
| CY Investment Income | $486,420 | CYInvestmentIncomeAmt |
| PY Other Revenue | $263,603 | PYOtherRevenueAmt |
| CY Other Revenue | $753,998 | CYOtherRevenueAmt |
| PY Total Revenue | $62,694,962 | PYTotalRevenueAmt |
| CY Total Revenue | $71,842,589 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,970,129 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,533,853 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,823,717 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,638,744 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,204,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,103,860 | PYOtherExpensesAmt |
| CY Other Expenses | $17,310,723 | CYOtherExpensesAmt |
| PY Total Expenses | $59,897,706 | PYTotalExpensesAmt |
| CY Total Expenses | $63,483,320 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,797,256 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,359,269 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,887,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,287,127 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,889,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,951,912 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,997,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,335,215 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NEBRASKA WESLEYAN UNIVERSITY IS AN ACADEMIC COMMUNITY DEDICATED TO INTELLECTUAL AND PERSONAL GROWTH WITHIN THE CONTEXT OF A LIBERAL ARTS EDUCATION AND IN AN ENVIRONMENT OF CHRISTIAN CONCERN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $43,705,809 | ExpenseAmt |
| Grant | $23,533,853 | GrantAmt |
| Revenue | $57,086,966 | RevenueAmt |
| Desc | INSTRUCTION - NEBRASKA WESLEYAN UNIVERSITY (NWU) IS A LIBERAL ARTS INSTITUTION DEDICATED TO ACADEMIC EXCELLENCE AND THE DEVELOPMENT OF THE INDIVIDUAL STUDENT. ALL ACADEMIC PROGRAMS CONSIST OF FACE-TO-FACE INSTRUCTION AND INTEGRATE THE LIBERAL ARTS PERSPECTIVE REGARDLESS OF MAJOR FIELD. EACH YEAR NWU SERVES APPROXIMATELY 1,500 TRADITIONAL AGE UNDERGRADUATES EARNING BACHELOR'S DEGREES ON A HIGHLY-RESIDENTIAL CAMPUS IN LINCOLN. IN ADDITION, APPROXIMATELY 600 ADULT NONTRADITIONAL PROGRAMS, INCLUDING AT A SITE IN OMAHA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,535,864 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STUDENT SERVICES - NEBRASKA WESLEYAN UNIVERSITY'S LIVING-LEARNING ENVIRONMENT FOCUSES ON STUDENT SUCCESS THROUGH DEVELOPMENT OF THE WHOLE PERSON. STUDENT WELL-BEING AND PERSONAL GROWTH ARE SUPPORTED BY SERVICES IN CAREER GUIDANCE, HEALTH SERVICES INCLUDING COUNSELING, ORGANIZATIONAL INVOLVEMENT, AND MULTIPLE ENRICHMENT OPPORTUNITIES. ONE-THIRD OF STUDENTS PARTICIPATE IN INTERCOLLEGIATE ATHLETICS AS PART OF THEIR EDUCATIONAL EXPERIENCE. NWU IS A LONG-TIME MEMBER OF NCAA DIVISION III AND BEGAN COMPETITION IN THE IOWA INTERCOLLEGIATE ATHLETIC CONFERENCE (IIAC) IN 2016-17. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,930,249 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ACADEMIC SUPPORT - NEBRASKA WESLEYAN UNIVERSITY INSTRUCTIONAL PROGRAMS ARE STRENGTHENED BY THE UNIVERSITY LIBRARY, INSTRUCTIONAL TECHNOLOGY AND COMPUTER SERVICES, GLOBAL ENGAGEMENT OFFICE, VARIOUS UNIVERSITY FORUM AND LECTURE SERIES AS WELL AS THE SUPPORT OF PROFESSIONAL DEVELOPMENT FOR FACULTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $57,171,922 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | Yes (1) | 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 | 5576 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1444 | 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 | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRISHA GADE-JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4024652111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 SAINT PAUL AVENUE | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| E SUSAN GOURLEY | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIM MOORE | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| L BRADLEY HURRELL | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUDITH R MAURER | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE A ABRAM | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE ANDERSON | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY BUTTERFIELD | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN COOK | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| D TODD DUNCAN | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN L FLANAGAN | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| HON JOHN M GERRARD | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAPHNE HALL | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HANSEN | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW HARRIS | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE HOWLAND MOLINE | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN KEISLER-MUNRO | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KAITLYN KLEIN | |||||||
| STUDENT GOVERNOR | 12.00 | Yes (X) | $604 | $0 | $0 | ||
| RICHARD LEGGE | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN LINDER | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY B MAURER | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE MOHR JR | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE NELSON | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL POKORA | |||||||
| FACULTY GOVERNOR | 40.00 | Yes (X) | $60,757 | $0 | $13,428 | ||
| BISHOP RUBEN SAENZ JR | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY SANDERS JONES | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SCHUMACHER | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SCOTT | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT SEACREST | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LG SEARCEY | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RIA SHOME | |||||||
| STUDENT GOVERNOR | 12.00 | Yes (X) | $2,755 | $0 | $0 | ||
| SHERYL SNYDER | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CORI VOKOUN | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WALZ | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL WHITE | |||||||
| GOVERNOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGHAN WINCHELL | |||||||
| FACULTY GOVERNOR | 40.00 | Yes (X) | $53,817 | $0 | $24,426 | ||
| FREDERIK OHLES | |||||||
| PRESIDENT | 55.00 | Yes (X) | Yes (X) | $260,379 | $0 | $77,571 | |
| JUDITH MUYSKENS | |||||||
| PROVOST | 55.00 | Yes (X) | $161,583 | $0 | $20,262 | ||
| JOHN GREVING | |||||||
| VICE PRESIDENT FOR UNI ADV | 55.00 | Yes (X) | $156,496 | $0 | $27,964 | ||
| WILLIAM MOTZER | |||||||
| VICE PRESIDENT FOR ENROLL & MKT | 55.00 | Yes (X) | $163,527 | $0 | $26,234 | ||
| TRISHA GADE-JONES | |||||||
| VICE PRESIDENT FOR FINANCE & ADMIN | 55.00 | Yes (X) | $131,625 | $0 | $32,831 | ||
| TYRE MCDOWELL | |||||||
| ASSOCIATE VICE PRESIDENT | 40.00 | Yes (X) | $79,401 | $0 | $26,865 | ||
| EDUARDO BOUSSON | |||||||
| UNIVERSITY MINISTER | 40.00 | Yes (X) | $58,011 | $0 | $0 | ||
| COURTNEY BAILLIE | |||||||
| FACULTY | 40.00 | $126,627 | $0 | $21,484 | Yes (X) | ||
| THOMAS JACKMAN | |||||||
| FACULTY | 40.00 | $105,835 | $0 | $61,678 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,361,417 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $332,743 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | CAMPUS FOOD SVC | $1,638,817 |
| AGENT BRANDING INC | |||||
| 440 N 8TH ST STE 110 | LINCOLN | NE | 68508 | ADVERTISING | $411,354 |
| ELLUCIAN COMPANY LP | |||||
| 4375 FAIR LAKES CT | FAIRFAX | VA | 22033 | SOFTWARE SERVICES | $224,466 |
| ARROW STAGE LINES - OMAHA | |||||
| 4220 S 52ND ST | OMAHA | NE | 68117 | CHARTER BUS | $187,024 |
| THE GRAPHIC EDGE | |||||
| 743 US HWY 30 EAST | CARROLL | IA | 51401 | SOFTWARE SERVICES | $169,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $831,137 | GovernmentGrantsAmt |
| All Other Contributions | $12,684,068 | AllOtherContributionsAmt |
| Noncash Contributions | $790,820 | NoncashContributionsAmt |
| Total Contributions | $13,515,205 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611310 | $50,190,927 | $50,190,927 |
| AUXILIARY ENTERPRISES | 611710 | $6,896,039 | $6,896,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $57,086,966 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,987 | TotalRevenueColumnAmt |
| Exclusion | $454,987 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $353,789 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $256,987 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $96,802 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,802 | TotalRevenueColumnAmt |
| Exclusion | $96,802 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,255,137 | SecuritiesAmt |
| Other | $4,527,817 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,124,317 | SecuritiesAmt |
| Other | $4,627,204 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,820 | SecuritiesAmt |
| Other | -$99,387 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,433 | TotalRevenueColumnAmt |
| Exclusion | $31,433 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $622,953 | $622,953 | |
| ATHLETIC FACILITY RENTAL | 713940 | $33,703 | $33,703 | |
| DAY PASSES | 713940 | $540 | $540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $657,196 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,842,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,086,966 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,243 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,206,175 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,533,853 | TotalAmt |
| Program Services | $23,533,853 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,811 | TotalAmt |
| Management And General | $732,627 | ManagementAndGeneralAmt |
| Fundraising | $682,184 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,320,649 | TotalAmt |
| Program Services | $14,835,031 | ProgramServicesAmt |
| Management And General | $990,816 | ManagementAndGeneralAmt |
| Fundraising | $494,802 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,278 | TotalAmt |
| Program Services | $801,034 | ProgramServicesAmt |
| Management And General | $49,751 | ManagementAndGeneralAmt |
| Fundraising | $15,493 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832,643 | TotalAmt |
| Program Services | $2,420,184 | ProgramServicesAmt |
| Management And General | $359,464 | ManagementAndGeneralAmt |
| Fundraising | $52,995 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,363 | TotalAmt |
| Program Services | $1,034,852 | ProgramServicesAmt |
| Management And General | $100,062 | ManagementAndGeneralAmt |
| Fundraising | $69,449 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,234 | TotalAmt |
| Management And General | $67,234 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,070 | TotalAmt |
| Management And General | $48,070 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,846 | TotalAmt |
| Management And General | $109,846 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,021 | TotalAmt |
| Program Services | $583,550 | ProgramServicesAmt |
| Management And General | $31,715 | ManagementAndGeneralAmt |
| Fundraising | $163,756 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,148 | TotalAmt |
| Program Services | $805,335 | ProgramServicesAmt |
| Management And General | $91,740 | ManagementAndGeneralAmt |
| Fundraising | $102,073 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,090 | TotalAmt |
| Program Services | $1,001,647 | ProgramServicesAmt |
| Management And General | $14,411 | ManagementAndGeneralAmt |
| Fundraising | $40,032 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,209 | TotalAmt |
| Program Services | $189,209 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,528 | TotalAmt |
| Program Services | $951,787 | ProgramServicesAmt |
| Management And General | $64,472 | ManagementAndGeneralAmt |
| Fundraising | $36,269 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,011 | TotalAmt |
| Program Services | $528,982 | ProgramServicesAmt |
| Management And General | $16,029 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,199,847 | TotalAmt |
| Program Services | $2,067,307 | ProgramServicesAmt |
| Management And General | $132,540 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,809 | TotalAmt |
| Program Services | $147,809 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PLANT | $3,460,883 | $2,557,745 | $590,253 | $312,885 |
| FOOD SERVICE | $1,424,072 | $1,424,072 | ||
| PROGRAMMING | $878,864 | $821,241 | $57,303 | $320 |
| MARKETING & COMM | $761,674 | $562,911 | $129,903 | $68,860 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,591,417 | TotalAmt |
| Program Services | $2,905,373 | ProgramServicesAmt |
| Management And General | $521,162 | ManagementAndGeneralAmt |
| Fundraising | $164,882 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,483,320 | TotalAmt |
| Program Services | $57,171,922 | ProgramServicesAmt |
| Management And General | $4,107,398 | ManagementAndGeneralAmt |
| Fundraising | $2,204,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $835,854 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,121,916 | BOYAmt |
| EOY | $7,213,116 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,735,365 | BOYAmt |
| EOY | $6,402,141 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,460,356 | BOYAmt |
| EOY | $2,510,719 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,206,432 | BOYAmt |
| EOY | $1,930,902 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,948 | BOYAmt |
| EOY | $579,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $83,587,371 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,305,252 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,083,326 | BOYAmt |
| EOY | $34,282,119 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,334,165 | BOYAmt |
| EOY | $61,462,230 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,201,121 | BOYAmt |
| EOY | $6,515,002 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,290,919 | BOYAmt |
| EOY | $8,555,169 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,887,548 | BOYAmt |
| EOY | $130,287,127 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,366 | BOYAmt |
| EOY | $4,261,605 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,459 | BOYAmt |
| EOY | $858,729 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,706,805 | BOYAmt |
| EOY | $15,860,519 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464,638 | BOYAmt |
| EOY | $2,791,580 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,719 | BOYAmt |
| EOY | $1,179,479 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,889,987 | BOYAmt |
| EOY | $24,951,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,508,017 | BOYAmt |
| EOY | $28,127,025 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,784,224 | BOYAmt |
| EOY | $34,452,892 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,705,320 | BOYAmt |
| EOY | $42,755,298 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,997,561 | BOYAmt |
| EOY | $105,335,215 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,887,548 | BOYAmt |
| EOY | $130,287,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,359,269 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,493,040 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,485,345 | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,050 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,050 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,065,024 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $64,071,074 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,224 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,118 | CurrentYearMinus2Amt |
| Current Year Minus1 | $4,996 | CurrentYearMinus1Amt |
| Current Year | $6,050 | CurrentYearAmt |
| Total | $21,388 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,901,954 | BeginningYearBalanceAmt |
| Contributions | $1,124,567 | ContributionsAmt |
| Investment Earnings Or Losses | $5,989,624 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,064,953 | GrantsOrScholarshipsAmt |
| Other Expenditures | $134,657 | OtherExpendituresAmt |
| End Year Balance | $55,816,535 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,710,739 | BeginningYearBalanceAmt |
| Contributions | $496,843 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,151,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,004,436 | GrantsOrScholarshipsAmt |
| Other Expenditures | $149,358 | OtherExpendituresAmt |
| End Year Balance | $50,901,954 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,786,293 | BeginningYearBalanceAmt |
| Contributions | $1,528,200 | ContributionsAmt |
| Investment Earnings Or Losses | $364,414 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,876,013 | GrantsOrScholarshipsAmt |
| Other Expenditures | $92,155 | OtherExpendituresAmt |
| End Year Balance | $55,710,739 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,856,462 | BeginningYearBalanceAmt |
| Contributions | $1,990,868 | ContributionsAmt |
| Investment Earnings Or Losses | $4,634,705 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,232,007 | GrantsOrScholarshipsAmt |
| Other Expenditures | $375,990 | OtherExpendituresAmt |
| Administrative Expenses | $87,745 | AdministrativeExpensesAmt |
| End Year Balance | $55,786,293 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,796,480 | BeginningYearBalanceAmt |
| Contributions | $1,228,545 | ContributionsAmt |
| Investment Earnings Or Losses | $7,129,435 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,207,099 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,010,492 | OtherExpendituresAmt |
| Administrative Expenses | $80,407 | AdministrativeExpensesAmt |
| End Year Balance | $50,856,462 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,416,067 | OtherCostOrOtherBasisAmt |
| Book Value | $3,416,067 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,506,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,874,409 | DepreciationAmt |
| Book Value | $27,632,146 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $658,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $262,395 | DepreciationAmt |
| Book Value | $396,156 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,131,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,168,448 | DepreciationAmt |
| Book Value | $1,963,061 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $874,689 | OtherCostOrOtherBasisAmt |
| Book Value | $874,689 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,282,119 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND | $5,251,239 | F |
| CHARITABLE LIFE INSURANCE POLICIES | $1,263,763 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,515,002 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD BY BOND TRUSTEE | $1,631,511 |
| BENEF INTEREST IN PERPETUAL TRUSTS | $4,419,195 |
| CHARITABLE REMAINDER TRUSTS HELD BY OTHERS | $2,185,275 |
| CHARITABLE REMAINDER TRUSTS | $151,159 |
| DEBT ACQUISITION COSTS (UNAMORTIZED COST) | $168,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,555,169 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $1,122,420 |
| CHARITABLE REMAINDER TRUST OBLIGATIONS | $57,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,179,479 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,308,736 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,308,736 | RevenueSubtotalAmt |
| Other Revenues Not Included | $23,533,853 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $23,533,853 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $71,842,589 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,949,467 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,949,467 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $23,533,853 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $23,533,853 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $63,483,320 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ART IS DISPLAYED IN CURRENT BUILDING ON THE WAY UP TO THE PRESIDENT'S OFFICE. THEY ARE IN AN ACADEMIC BUILDING WITH SIGNIFICANT STUDENT/FACULTY FOOT TRAFIC. THEY ARE NOT CONSIDERED TO BE ON DISPLAY AS AN ART PIECE. |
| PART IV, LINE 2B: | THE UNIVERSITY HOLDS AND MANAGES FUNDS FOR THE PERKINS LOAN PROGRAM ON BEHALF OF THE US DEPARTMENT OF EDUCATION. IN ADDITION, THE UNIVERSITY MAINTAINS ACCOUNTS ON BEHALF OF STUDENT ORGANIZATIONS AND OTHER GROUPS AND INDIVIDUALS WITHIN THE UNIVERSITY COMMUNITY. ALL OF THESE FUNDS ARE CONSIDERED TO BE AGENCY FUNDS (FUNDS HELD FOR OTHERS) FOR FINANCIAL REPORTING PURPOSES BECAUSE THE UNIVERSITY DOES NOT EXERCISE CONTROL OVER HOW THE FUNDS ARE USED. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 60 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF GOVERNORS TO FUNCTION AS ENDOWMENT. THE UNIVERSITY'S POLICY IS TO APPROPRIATE A SPENDING DISTRIBUTION EACH YEAR IN ACCORDANCE WITH A WRITTEN INVESTMENT POLICY FOR MANAGEMENT OF THE ENDOWMENT. THE ANNUAL APPROPRIATION IS ALLOCATED TO VARIOUS PURPOSES DEPENDING ON THE RESTRICTIONS OR DESIGNATIONS OF THE FUNDS MAKING UP THE ENDOWMENT. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNIVERSITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE UNIVERSITY UTILIZES THE PROVISIONS OF FASB ASC 7 40-10, ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE UNIVERSITY CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE UNIVERSITY'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 23,533,853. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 23,533,853. |
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 | THE NONDISCRIMINATORY POLICY IS ON THE UNIVERSITY'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | UNIVERSITY PARTICIPATES IN FEDERAL AND STATE STUDENT FINANCIAL AID PROGRAMS AND RECEIVED OTHER FEDERALLY FUNDED GRANTS AS A SUBRECIPIENT FROM VARIOUS STATE PASS-THROUGH AGENCIES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,251,239 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,251,239 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,251,239 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | 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 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 | SCHOLARSHIP ASSISTANCE TO STUDENTS | GrantTypeTxt |
| Recipient | 1486 | RecipientCnt |
| Cash Grant | $23,533,853 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIP AND GRANTS ARE AWARDED TO STUDENTS BASED ON CRITERIA AS SET BY THE STUDENT FINANCIAL AID POLICIES. THESE SCHOLARSHIPS AND GRANTS ARE POSTED DIRECTLY TO THE STUDENT'S ACCOUNT TO BE APPLIED AGAINST CHARGES FOR TUITION, FEES, ROOM, AND BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERIK OHLES | ||||||||||||||
| PRESIDENT | $220,292 | $0 | $0 | $0 | $40,087 | $0 | $55,678 | $0 | $21,893 | $0 | $337,950 | $0 | $0 | $0 |
| JUDITH MUYSKENS | ||||||||||||||
| PROVOST | $161,463 | $0 | $0 | $0 | $120 | $0 | $11,459 | $0 | $8,803 | $0 | $181,845 | $0 | $0 | $0 |
| JOHN GREVING | ||||||||||||||
| VICE PRESIDENT FOR UNI ADV | $156,376 | $0 | $0 | $0 | $120 | $0 | $11,453 | $0 | $16,511 | $0 | $184,460 | $0 | $0 | $0 |
| WILLIAM MOTZER | ||||||||||||||
| VICE PRESIDENT FOR ENROLL & MKT | $163,407 | $0 | $0 | $0 | $120 | $0 | $11,739 | $0 | $14,495 | $0 | $189,761 | $0 | $0 | $0 |
| TRISHA GADE-JONES | ||||||||||||||
| VICE PRESIDENT FOR FINANCE & ADMIN | $131,505 | $0 | $0 | $0 | $120 | $0 | $9,814 | $0 | $23,017 | $0 | $164,456 | $0 | $0 | $0 |
| THOMAS JACKMAN | ||||||||||||||
| FACULTY | $64,371 | $0 | $0 | $0 | $41,464 | $0 | $7,952 | $0 | $53,726 | $0 | $167,513 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS - THE PRESIDENT IS REIMBURSED FOR COMPANION TRAVEL. THE AMOUNT OF THE REIMBURSEMENT IS INCLUDED IN THE PRESIDENT'S TAXABLE INCOME AND APPROVED BY THE BOARD CHAIR. TAX INDEMNIFICATION AND GROSS UP PAYMENTS - COMPENSATION FOR THE DEVELOPMENT OFFICER WAS GROSSED UP FOR THE PERSONAL USE OF A CORPORATE VEHICLE. THE AMOUNT IS INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. HOUSING ALLOWANCE/RESIDENCE FOR PERSONAL USE - THE HOUSING PROVIDED TO THE PRESIDENT IS INCLUDED IN THE PRESIDENT'S TAXABLE INCOME. HEALTH OR SOCIAL CLUB DUES - THE PRESIDENT OF THE UNIVERSITY UTILIZES THE MEMBERSHIP FOR BUSINESS PURPOSES. NOT INCLUDED IN THE PRESIDENT'S TAXABLE INCOME SINCE THE USE IS BUSINESS RELATED. PERSONAL SERVICES - THE PRESIDENT IS PROVIDED WITH CLEANING SERVICES AND CATERING FOR UNIVERSITY RELATED EVENTS. THE BUSINESS PORTION IS NOT TAXABLE WITH ANY PERSONAL PORTION BEING INCLUDED IN THE PRESIDENT'S TAXABLE INCOME. |
| PART I, LINE 1B | THE UNIVERSITY DOES NOT HAVE WRITTEN POLICIES REGARDING THE PAYMENT OR REIMBURSEMENT OR PROVISION OF ALL THE EXPENSES REPORTED IN LINE 1A. RATHER, THE DESCRIPTION OF BENEFITS PROVIDED AND THE PROCEDURES REGARDING THE EXPENSES ARE INCLUDED IN THE EMPLOYEE'S CONTRACT. |
| PART I, LINE 4B | FREDERIK OHLES, $20,000. THE UNIVERSITY ENTERED INTO 457(F) DEFERRED COMPENSATION PLAN WITH THE PRESIDENT OF THE UNIVERSITY. THE UNIVERSITY CREDITED $20,000 TO THE ACCOUNT DURING FISCAL YEAR 2017. ALL AMOUNTS CREDITED TO THE ACCOUNT, INCLUDING INVESTMENT EARNINGS, WILL BE VESTED AND DISTRIBUTED TO HIM ON OR BEFORE AUGUST 15, 2019, PROVIDED HE IS EMPLOYED BY THE UNIVERSITY THROUGH JUNE 30, 2019. |
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 | THE CITY OF LINCOLN NEBRASKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 476006256 | BondIssuerEIN |
| CUSIP | 534271AR2 | CUSIPNum |
| Bond Issued | 2012-01-26 | BondIssuedDt |
| Issue Price | $19,740,708 | IssuePriceAmt |
| Purpose | CONSTRUCT, EQUIP, AND IMPROVE FACILITIES & REFUND PRIOR BOND ISSUE 8/1/2002 | 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 | $3,050,000 | RetiredAmt |
| Total Proceeds | $19,739,730 | TotalProceedsAmt |
| In Reserve Fund | $1,393,693 | InReserveFundAmt |
| Issuance Costs From Proceeds | $260,241 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $2,750,159 | CapitalExpendituresAmt |
| Other Spent Proceeds | $15,335,637 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | 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 | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | 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 | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| 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 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $691,417 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HI/LOW MKT PRICE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FURNITURE | 1 | $17,000 | ESTIMATED VALUE |
| Yes (X) | GOLF | 6 | $7,468 | ESTIMATED VALUE |
| Yes (X) | SUNDRIES | 6 | $3,995 | ESTIMATED VALUE |
| Yes (X) | FOOD | 4 | $3,922 | ESTIMATED VALUE |
| Yes (X) | SUBSCRIPTIONS | 3 | $2,449 | ESTIMATED VALUE |
| Yes (X) | GIFT CARDS/CERTIFICATES | 18 | $1,019 | FACE VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | REAL ESTATE AGENTS ARE USED TO SELL GIFTS OF REAL ESTATE. GIFTS OF PUBLICLY TRADED STOCK ARE TRANSFERRED TO A UNIVERSITY BROKERAGE ACCOUNT AND GENERALLY SOLD SHORTLY AFTER THE DONATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE CONSISTS OF BOARD OFFICERS (CHAIR, VICE CHAIR, SECRETARY, TREASURER) PRESIDENT OF THE UNIVERSITY, BISHOP OF THE UNITED METHODIST CHURCH HAVING SUPERVISION IN LINCOLN NE AREA, CHAIRS OF THE STANDING COMMITTEES, AND TWO AT-LARGE MEMBERS. EXECUTIVE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD ON ALL MATTERS EXCEPT FOR THE FOLLOWING: PRESIDENTIAL SELECTION/TERMINATION; SELECTION OF MEMBERS/OFFICERS OF THE BOARD; AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS; REVISION OF THE STATEMENT OF MISSION OF THE UNIVERSITY; AUTHORIZATION OF CORPORATE INDEBTEDNESS; APPROVAL OF THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE UNIVERSITY'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. A DRAFT OF THE RETURN IS REVIEWED BY THE APPROPRIATE UNIVERSITY ADMINISTRATORS. IN ADDITION, A COPY IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF GOVERNORS TO REVIEW AND COMMENT TO THE EXECUTIVE COMMITTEE. IN ADDITION, A DETAILED REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE WHEN THE REVIEW IS COMPLETE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF GOVERNORS ARE GIVEN AN ANNUAL CONFLICT OF INTEREST STATEMENT TO COMPLETE AND SIGN. THE UNIVERSITY'S CONFLICT OF INTEREST POLICY IS PRINTED ON THE BACK OF THE FORM. THE PRESIDENT'S OFFICE COLLECTS THE FORMS AND RETAINS THEM ON FILE. THE BOARD'S COMPLETED CONFLICT OF INTEREST FORMS ARE DISCLOSED TO ALL BOARD MEMBERS. INDIVIDUAL MEMBERS OF GOVERNANCE WITH A CONFLICT OF INTEREST MAY NOT VOTE ON ANY ISSUE IN WHICH THEY HAVE A CONFLICT OF INTEREST. THE ADMINISTRATIVE COUNCIL MEMBERS ALSO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE PRESIDENT AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. ALL COMPENSATION IS DOCUMENTED IN A CONTRACTUAL ARRANGEMENT. THIS PROCESS LAST OCCURRED IN 2017. THE PRESIDENT USES INDEPENDENT SURVEY INFORMATION COMPARING COMPENSATION AMONG LIKE INSTITUTIONS TO SET THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE DELIBERATIONS AND CONCLUSIONS OF THIS PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS APPROVES THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES AND DOCUMENTS THE CONCLUSIONS. THIS PROCESS LAST OCCURED IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 115,475. NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 173,030. NET ENDOWMENT EARNINGS (LOSSES) BEFORE APPROPRIATION 1,196,840. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (11) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 SAINT PAUL AVE | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBRASKA WESLEYAN UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $104,434 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |