2017-02-21T05:33:33-08:00 2016-05-31 990 2015-06-01 350868074 UNIVERSITY OF EVANSVILLE UNIV 8124882212 1800 LINCOLN AVENUE EVANSVILLE IN 47722 DONNA O TEAGUE Interim Vice Pres 2017-02-21 2015 2021-01-29 14:40:06Z THOMAS A KAZEE 1800 LINCOLN AVENUE EVANSVILLE IN 47722 161592287 false false X WWW.EVANSVILLE.EDU X 1854 IN THE UNIVERSITY OF EVANSVILLE IS DEDICATED TO ACTIVE LEARNING AND SCHOLARSHIP. WE ARE COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS A BASIS FOR INTELLECTUAL AND PERSONAL GROWTH. THE UNIVERSITY ENDEAVORS TO PREPARE WOMEN AND MEN FOR LIVES OF PERSONAL AND PROFESSIONAL SERVICE AND LEADERSHIP. THE UNIVERSITY IS AWARE OF THE CHALLENGES OF LIVING IN AN INTERNATIONAL COMMUNITY AND THEREFORE ADOPTS A GLOBAL VIEW IN ITS PROGRAMS AND ITS VISION. THE UNIVERSITY OF EVANSVILLE PRESERVES ITS INDEPENDENT NATURE AND VALUES ITS TIES TO THE UNITED METHODIST CHURCH. IT EMPHASIZES UNDERGRADUATE EDUCATION AND SUPPORTS AN ARRAY OF LIBERAL ARTS AND SCIENCES AND PROFESSIONAL PROGRAMS. THE UNIVERSITY SELECTS TALENTED AND MOTIVATED STUDENTS AND FACULTY. THE STUDENT-FACULTY RATIO PROMOTES INDIVIDUAL ATTENTION AND OPTIMAL LEARNING. THE UNIVERSITY VALUES LEARNING AS A MEANS OF ATTAINING FREEDOM FROM IGNORANCE AND PREJUDICE. BECAUSE EDUCATION IS A LIFELONG PROCESS OF CRITICAL INQUIRY, THE UNIVERSITY COMMITS RESOURCE 39 36 1693 1753 36636 24182 8671431 7268635 89319329 86892194 3213122 1277773 -32941 -28748 101170941 95409854 39146799 38043543 0 38330447 36692569 6195 16212 1517846 27152721 27485686 104636162 102238010 -3465221 -6828156 295397234 281683967 89212780 89853768 206184454 191830199 THE UNIVERSITY OF EVANSVILLE IS DEDICATED TO ACTIVE LEARNING AND SCHOLARSHIP. WE ARE COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS A BASIS FOR INTELLECTUAL AND PERSONAL GROWTH. THE UNIVERSITY ENDEAVORS TO PREPARE WOMEN AND MEN FOR LIVES OF PERSONAL AND PROFESSIONAL SERVICE AND LEADERSHIP. THE UNIVERSITY IS AWARE OF THE CHALLENGES OF LIVING IN AN INTERNATIONAL COMMUNITY AND THEREFORE ADOPTS A GLOBAL VIEW IN ITS PROGRAMS AND ITS VISION. THE UNIVERSITY OF EVANSVILLE PRESERVES ITS INDEPENDENT NATURE AND VALUES ITS TIES TO THE UNITED METHODIST CHURCH. IT EMPHASIZES UNDERGRADUATE EDUCATION AND SUPPORTS AN ARRAY OF LIBERAL ARTS AND SCIENCES AND PROFESSIONAL PROGRAMS. THE UNIVERSITY SELECTS TALENTED AND MOTIVATED STUDENTS AND FACULTY. THE STUDENT-FACULTY RATIO PROMOTES INDIVIDUAL ATTENTION AND OPTIMAL LEARNING. THE UNIVERSITY VALUES LEARNING AS A MEANS OF ATTAINING FREEDOM FROM IGNORANCE AND PREJUDICE. BECAUSE EDUCATION IS A LIFELONG PROCESS OF CRITICAL INQUIRY, THE UNIVERSITY COMMITS RESOURCE false false 75364915 37280361 86892194 EDUCATIONAL SERVICESSTUDENTS HAVE ACQUIRED A BROAD FOUNDATION IN THE LIBERAL ARTS AND SCIENCES THROUGH THE GENERAL EDUCATION PROGRAM TOGETHER WITH A DEPTH OF KNOWLEDGE IN ONE OR MORE DISCIPLINES OF THEIR CHOICE. PERSONAL GROWTH HAS BEEN ACHIEVED THROUGH IMPROVED CRITICAL SELF-AWARENESS AND PERSONAL CREATIVITY. STUDENTS HAVE MASTERED COMMUNICATION, ORGANIZATIONAL, AND CRITICAL THINKING SKILLS AND HAVE GAINED AN UNDERSTANDING OF THE GLOBAL NATURE OF OUR WORLD, LEARNED ABOUT OTHER CULTURES, AND LEARNED TO APPRECIATE DIVERSITY AND TOLERANCE. THEY HAVE HAD THE OPPORTUNITY TO PARTICIPATE IN INTERNATIONAL STUDIES PROGRAMS. STUDENTS HAVE LEARNED THE NECESSITY OF BEING ACTIVELY INVOLVED IN THEIR COMMUNITIES THROUGH INVOLVEMENT IN STUDY, INTERNSHIPS, AND EXTRACURRICULAR ACTIVITIES. STUDENTS HAVE DEVELOPED SKILLS AND COMPETENCIES TO BE PRODUCTIVE TEAM MEMBERS AND LEADERS. THEY HAVE LEARNED TO UNDERSTAND THE ETHICAL SIGNIFICANCE OF THEIR PERSONAL AND PROFESSIONAL DECISIONS. STUDENTS HAVE ALSO LEARNED TO SEEK AND USE AVAILABLE RESOURCES, INCLUDING TECHNOLOGY, TO ANSWER QUESTIONS AND SOLVE PROBLEMS. STUDENTS HAVE BEEN ENCOURAGED TO BECOME COMMITTED TO LIFELONG LEARNING. 18189219 707135 17172587 AUXILIARY ENTERPRISESEDUCATION IS MORE THAN A CLASSROOM EXPERIENCE. STUDENT PARTICIPATION AND INVOLVEMENT IN THE RESIDENTIAL COMMUNITY PROVIDES AN EXCITING OPPORTUNITY TO ENRICH THE COLLEGE EXPERIENCE THROUGH THE DEVELOPMENT OF FRIENDSHIPS AND THE EXPOSURE TO NEW IDEAS, PEOPLE, AND CULTURES. OUR RESIDENCE HALLS, APARTMENTS AND HOUSES ARE MORE THAN JUST PLACES TO EAT AND SLEEP; LIVING ON CAMPUS IS AN EXPERIENCE IN HUMAN RELATIONS FOR OUR STUDENTS.THE UNIVERSITY OF EVANSVILLE COMPETES AT THE HIGHEST LEVEL OF COLLEGIATE ATHLETICS: NCAA DIVISION I. UE IS A MEMBER OF THE MISSOURI VALLEY CONFERENCE. THE MISSION OF THE UE ATHLETICS DEPARTMENT IS TO PROVIDE STUDENT-ATHLETES WITH AN OPPORTUNITY TO COMPETE AT THE DIVISION I LEVEL WHILE RECEIVING A QUALITY EDUCATION CONSISTENT WITH THE MISSION OF THE UNIVERSITY. THE ATHLETICS EXPERIENCE IS AN EXTENSION OF THE EDUCATIONAL PROCESS WHEREBY STUDENT-ATHLETES ACQUIRE THE SKILL, CHARACTERISTICS AND SELF-CONFIDENCE TO ENABLE THEM TO REACH THEIR FULL POTENTIAL, BOTH IN ATHLETICS AND IN LIFE. 93554134 true true false false false false false true false true true false false false true false false true true true true false false true true true false true true true true false false false false false true false false true false true false false false false true false false false false true 324 0 true 1693 true true true true UK false false false true true false 0 false false false true false false false false false false X 39 36 true false false false false false false true true false false true true true true true true true false false IN X X DONNA O TEAGUE 8124882212 1800 LINCOLN AVENUE EVANSVILLE IN 47722 MARK A PILLAR Trustee 2.00 0.00 X 0 0 0 ROGER B BECK Trustee 2.00 0.00 X 0 0 0 D FORREST BRUMBAUGH Trustee 2.00 0.00 X 0 0 0 WILFRED C BUSSING III Trustee 2.00 0.00 X 0 0 0 MICHAEL J COYNER Trustee 2.00 0.00 X 0 0 0 JOHN N DANIEL JR Trustee 2.00 0.00 X 0 0 0 SALLY RIDEOUT Trustee 2.00 0.00 X 0 0 0 LARRY E DUNIGAN Trustee 2.00 0.00 X 0 0 0 NIEL C ELLERBROOK Trustee 2.00 0.00 X 0 0 0 HOLLY J MARKS Trustee 2.00 0.00 X 0 0 0 VERNA D FAIRCHILD Trustee 2.00 0.00 X 0 0 0 RONALD E GLASS Trustee 2.00 0.00 X 0 0 0 ANDREW E GOEBEL Trustee 2.00 0.00 X 0 0 0 M STEPHEN HARKNESS Trustee 2.00 0.00 X 0 0 0 PAUL W JONES Trustee 2.00 0.00 X 0 0 0 ROBERT G JONES Trustee 2.00 0.00 X 0 0 0 NATHAN R STAMPS Trustee 2.00 0.00 X 0 0 0 LAWRENCE KREMER Trustee 2.00 0.00 X 0 0 0 KEVIN R KOCH Trustee 2.00 0.00 X 0 0 0 LARRY A MACKEY Trustee 2.00 0.00 X 0 0 0 ROSE MAYS Trustee 2.00 0.00 X 0 0 0 ROBIN L NORRIS Trustee 2.00 0.00 X 0 0 0 BARBARA PRICE Trustee 2.00 0.00 X 0 0 0 KEITH A PHILLIPS Trustee 2.00 0.00 X 0 0 0 LARRY A RASCOE SR Trustee 2.00 0.00 X 0 0 0 ANITA HORN RIZEK Trustee 2.00 0.00 X 0 0 0 NICK J RUTIGLIANO Trustee 2.00 0.00 X 0 0 0 JOHN C SCHROEDER Trustee 2.00 0.00 X 0 0 0 ARTHUR L SHOENER Trustee 2.00 0.00 X 0 0 0 CHARLES E SINGER JR Trustee 2.00 0.00 X 0 0 0 BROCK RENEER Trustee 2.00 0.00 X 0 0 0 MALLORY MOONEY Trustee 2.00 0.00 X 0 0 0 LINDA E WHITE Trustee 2.00 0.00 X 0 0 0 MATT WILLAMS Trustee 2.00 0.00 X 0 0 0 STEVEN W WORTHINGTON Trustee 2.00 0.00 X 0 0 0 THOMAS A KAZEE President 40.00 0.00 X X 376892 0 94559 BRENT STERNBERG Trustee 2.00 0.00 X 0 0 0 C EDWARD BROWN Trustee 2.00 0.00 X 0 0 0 CHRISTOPHER S TRAYLOR Trustee 2.00 0.00 X 0 0 0 JOHN BARNER Vice President 40.00 0.00 X 77092 0 25762 ABIGAIL WERLING Vice President 40.00 0.00 X 85936 0 12511 LYNN PENLAND Vice President 40.00 0.00 X 74488 0 13752 MICHAEL CULLEN Vice President 40.00 0.00 X 120027 0 27693 DANA CLAYTON Vice President 40.00 0.00 X 107581 0 12295 JEFFERY WOLF Vice President 40.00 0.00 X 187241 0 29871 DON JONES Vice President 40.00 0.00 X 174200 0 5251 SHANE DAVIDSON Vice President 40.00 0.00 X 145943 0 30901 MARK SPENCER Director of Athletics 40.00 0.00 X 161822 0 36609 MARTIN R SIMMONS Basketball Coach 40.00 0.00 X 253377 0 48814 GREG RAWSKI Dean 40.00 0.00 X 186616 0 28882 PHILIP M GERHART Dean 40.00 0.00 X 157187 0 34098 J MARTIN FRAERING Professor 40.00 0.00 X 151633 0 9137 GERALD SEAMAN Principal 40.00 0.00 X 143395 0 24439 2403430 434574 34 false true false SODEXO INC 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 DINING 2676650 ARC CONSTRUCTION CO INC 1745 KENTUCKY AVENUE PO BOX 2660 EVANSVILLE IN 47728 CONSTRUCTION 2422602 WFF FACILITY SERVICES 211 S JEFFERSON AVE STLOUIS MO 631032511 CUSTODIAL 1332360 ELLUCIAN INC 4375 FAIR LAKES CT FAIRFAX VA 22033 TECHNOLOGY SOLUTION 358521 VENUWORKS 323 MAIN ST EVANSVILLE IN 47708 ATHLETIC FACILITY 335262 25 373770 974420 5920445 4375306 7268635 AUXILIARY SUPPORT SVCS 17172587 17172587 TUITION AND FEES 69719607 69719607 86892194 2628892 -18972 2647864 0 0 130019 246385 -116366 -116366 -116366 64002173 524066 65496007 381351 -1493834 142715 -1351119 -1351119 53856 21846 32010 32010 30487 11916 18571 18571 42019 24928 17091 17091 ADVERTISING 10030 10030 WEDDING SERVICES 9916 9916 19946 95409854 86892194 36636 1212389 38177 38177 38005366 38005366 0 0 1608842 666914 808397 133531 0 26443068 24123945 1544183 774940 2145546 1947406 137471 60669 4458621 3897844 402439 158338 2036492 1817841 157846 60805 0 81352 81352 109760 109760 0 16212 16212 115949 115949 72902 42201 30701 1393131 502123 876377 14631 1478569 1040560 387008 51001 2055951 1781827 274124 10499 10499 3955521 3243228 690823 21470 2161331 2046866 71325 43140 0 598791 447059 84325 67407 2403519 2350290 53229 0 4220829 3780668 435220 4941 720246 443741 276355 150 OTHER EXPENSES 3517535 3002463 469371 45701 MEAL PLAN COSTS 2298108 2298108 BOOKSTORE COGS 921224 921224 DUES & SUBSCRIPTIONS 728785 552245 133501 43039 641684 593539 26274 21871 102238010 93554134 7166030 1517846 8456230 3078147 0 54995911 50303368 1927020 1737223 0 0 5858510 5495017 684204 619252 1003327 927459 215689324 77294874 136247295 138394450 78484655 74378361 203693 203693 0 0 7536389 6546997 295397234 281683967 10857321 9964250 2927005 3014773 47628480 45373120 625402 1833765 1067474 800594 26107098 28867266 89212780 89853768 X 61403109 53640188 55951866 48095881 88829479 90094130 206184454 191830199 295397234 281683967 X -6828156 -5029755 -2496344 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 893079 X X false 128800500 1965952 -5737632 -2006976 -4467161 -115949 118438734 130911927 2604764 3858508 -1920911 -6549398 -104390 128800500 121342623 7191401 9389552 -1668847 -5242268 -100534 130911927 74420319 39509696 11887240 -1655961 -2722355 -96316 121342623 79151657 2518284 -3769626 -1578016 -1800970 -101010 74420319 0.76070 0.23930 true false false 4200 2618632 2622832 154212752 37413063 116799689 58853740 39881811 18971929 138394450 ASSET RETIREMENT OBLIGATION 568712 CAPITAL LEASE OBLIGATIONS 2312725 FOREIGN EXCHANGE 475511 INTEREST RATE SWAP 8058322 PAYABLE TO FOREIGN SUBSIDIARY 2363305 POST RETIRE MEDICAL LIAB 9998661 US GOV'T SHARE OF STUDENT LOANS 5090030 28867266 50375008 -5029755 -2204241 -7233996 57609004 37800850 37800850 95409854 64733949 296789 296789 64437160 37800850 37800850 102238010 Part III, Line 4: Description of organization's collections and how it furthers its purpose. THE UNIVERSITY'S COLLECTIONS INCLUDE WORKS OF ART SUCH AS PAINTINGS AND SCULPTURES. THESE ITEMS ASSIST IN FURTHERING THE UNIVERSITY'S EXEMPT PURPOSE BY ENHANCING THE LIBERAL ARTS EDUCATION EXPERIENCE STUDENTS RECEIVE AT THE UNIVERSITY. THEY SUPPORT MANY OF THE UNIVERSITY'S EDUCATIONAL OBJECTIVES INCLUDING HELPING STUDENTS TO UNDERSTAND THE GLOBAL NATURE OF OUR WORLD, LEARN ABOUT OTHER CULTURES AND APPRECIATE DIVERSITY AND TOLERANCE. Part V, Line 4: Intended uses of the endowment fund. THE UNIVERSITY'S ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS, INSTRUCTION, AUXILIARY ENTERPRISES, INSTITUTIONAL SUPPORT SERVICES, AND CAMPUS IMPROVEMENTS. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S STUDENT AID DISCOUNTS - TUITION $37093715 STUDENT AID DISCOUNTS - ROOM & BOARD $707135 Part XII, Line 2d: Other expenses and losses per audited F/S FOREIGN EXCHANGE CONTRACTS $296789 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S STUDENT AID DISCOUNTS - TUITION $37093715 STUDENT AID DISCOUNTS - ROOM & BOARD $707135 true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized THE UNIVERSITY PROMOTES ITS RACIALLY NONDISCRIMINATORY POLICIES THROUGH STATEMENTS IN ADMISSIONS PUBLICATIONS, CONTINUING EDUCATION PUBLICATIONS, RADIO AND NEWSPAPER ADVERTISEMENTS. SPECIFIC BROCHURES ARE DISTRIBUTED DURING THE STUDENT SOLICITATION PERIOD ADVERTISING MULTICULTURAL LIFE AT THE UNIVERSITY. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race LINCOLNSHIRE, UNITED KINGDOM 1 73 EDUCATIONAL PROGRAMS STUDY ABROAD 5029747 1 73 1 73 5029747 5029747 true false true false false false X X X X X X X false IN GOLF OUTING 21535 21535 3794 3130 22 LUNCH WITH THE ACES 17201 17201 4162 1603 1 15120 15120 1136 6939 500 560 53856 53856 1136 10733 7792 2185 21846 32010 false false 30487 6750 2074 true 0.75000 30487 6750 2074 8824 21663 IN true false false false 1.00000 DUSTIN HALL 1800 LINCOLN AVENUE EVANSVILLE IN 47722 false DUSTIN HALL 33461 ATHLETICS ADMINISTRATION X false true Millikan University 1184 W Main St Decatur IL 62522 370706154 14107 0 NSF Resequencing Calculus Grant University of Central MO PO Box 800 Warrensburg MO 64093 446000293 5682 0 NSF Resequencing Calculus Grant University of St Thomas 2115 Summit Ave St Paul MN 55105 410693970 18388 0 NSF Resequencing Calculus Grant 3 0 STUDENT FINANCIAL AID 2072 38005366 Grantmaker's Description of How Grants are Used THE UNIVERSITY EXECUTES SUB-AWARD AGREEMENTS WITH THE GRANTEES THAT OUTLINE AWARD EXPECTATIONS. GRANTEES SUBMIT DETAILED INVOICES THAT ARE APPROVED FOR PAYMENT BY THE PRINCIPAL INVESTIGATORS AND THE OFFICE OF FISCAL AFFAIRS AND ADMINISTRATION. PAYMENT IS MADE ON A REIMBURSEMENT BASIS ONLY. GRANTEES ARE REQUIRED TO SUBMIT PROJECT REPORTS PERIODICALLY TO PRINCIPAL INVESTIGATORS. GRANTEES RECEIVING FEDERAL FUNDS AS SUBRECIPIENTS ARE REQUIRED TO PROVIDE AN OMB CIRCULAR A-133 COMPLIANCE LETTER ANNUALLY, ALONG WITH A COPY OF AUDIT REPORTS. X X X X true true X X X X X false false false false false false false false false false DON JONES Vice President 174200 5251 179451 GERALD SEAMAN Principal 136091 7304 14608 9831 167834 GREG RAWSKI Dean 176994 9622 17408 11474 215498 J MARTIN FRAERING Professor 147723 3910 4887 4250 160770 JEFFERY WOLF Vice President 173983 13258 18940 10931 217112 MARK SPENCER Director of Athletics 153278 8544 17087 19522 198431 MARTIN R SIMMONS Basketball Coach 234222 6000 13155 25709 23105 302191 PHILIP M GERHART Dean 137351 19836 16530 17568 191285 SHANE DAVIDSON Vice President 138175 7768 15536 15365 176844 THOMAS A KAZEE President 334906 41986 76714 17845 471451 Part I, Line 1a: Relevant information in regards to selections on 1a. TRAVEL FOR COMPANIONS:UNIVERSITY PROVIDES TRAVEL FOR PRESIDENT'S SPOUSE FOR CERTAIN ENGAGEMENTS.HOUSING ALLOWANCE:UNIVERSITY OWNED HOUSING IS PROVIDED TO THE PRESIDENT.HEALTH OR SOCIAL CLUB DUES:UNIVERSITY PAYS SOCIAL CLUB DUES FOR CERTAIN OFFICERS.PERSONAL SERVICES:CUSTODIAL SERVICES ARE PROVIDED TO THE PRESIDENT'S UNIVERSITY OWNED RESIDENCE. A CITY OF EVANSVILLE IN 356001021 2011-10-28 5630000 REFUND PRIOR ISSUE false false false B CITY OF EVANSVILLE IN 356001021 2011-11-14 10000000 REFUND PRIOR ISSUE false false false C CITY OF EVANSVILLE IN 356001021 2011-11-29 10000000 REFUND PRIOR ISSUE false false false D CITY OF EVANSVILLE IN 356001021 2011-12-14 10000000 REFUND PRIOR ISSUE false false false A 5630000 true false true true B 10000000 true false true true C 10000000 true false true true D 10000000 true false true true A false false false false false false true B false false false false 0.00047 0.00047 false false true C false false false false 0.00047 0.00047 false false true D false false false false 0.00047 0.00047 false false true A true true OLD NATIONAL BANK 18.1000 false false false false true B true true 53 BANK 20.0000 false false false false true C true true 53 BANK 20.0000 false false false false true D true true 53 BANK 20.0000 false false false false true A true B true C true D true A CITY OF EVANSVILLE IN 356001021 2011-12-29 9500000 REFUND PRIOR ISSUE false false false B CITY OF EVANSVILLE IN 356001021 2013-05-01 8630000 CONSTRUCT STUDENT HOUSING false false false A 9500000 true false true true B 8564280 65720 false false true true A false false false false 0.00047 0.00047 false false true B false false false false false false true A true true 53 BANK 20.0000 false false false false true B false true true OLD NATIONAL BAN 16.0000 false false false false true A true B true OLD NATIONAL BANK SCH B RENOVATE X 700000 520403 false true true OLD NATIONAL BANK SCH B UPGRADE X 374000 345034 false true true OLD NATIONAL BANK SCH B RENOVATE LIBRARY X 1100000 968328 false true true 1833765 FIFTH THIRD BANK CEO/Trustee 1893134 DEBT INTEREST false FIFTH THIRD BANK CEO/Trustee 17988 BANK SERVICE CHARGES false FIFTH THIRD BANK CEO/Trustee 29315 NOTE PAYABLE INTEREST false OLD NATIONAL BANK CEO/Trustee 232751 BOND INTEREST false OLD NATIONAL BANK CEO/Trustee 9631 BANK SERVICE CHARGES false OLD NATIONAL BANK CEO/Trustee 262610 NOTE PAYABLE INT false SUSAN SALEE Trustee Family Mbr 40755 EMPLOYMENT false DOUGLAS STAMPS Trustee Family Mbr 105803 EMPLOYMENT false X 1 12800 BLUE BOOK X 57 4362506 STOCK EXCHANGE false true true Part I, Line 32, Hire and Use of Third Parties THE UNIVERSITY UTILIZES VARIOUS BROKERAGE FIRMS TO SELL PUBLICLY TRADED STOCK THAT IS DONATED. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et RELATIONSHIP #1:NIEL ELLERBOOK, ANDREW GOEBEL, LARRY DUNIGAN, LINDA WHITE, UNIVERSITY TRUSTEES, AND ALAN BRAUN, LIFE TRUSTEE, ARE ALSO ON THE OLD NATIONAL BANK CORPORATION BOARD OF DIRECTORS. ROBERT JONES, UNIVERSITY TRUSTEE, IS CEO, PRESIDENT, AND DIRECTOR OF OLD NATIONAL BANK CORPORATION.RELATIONSHIP #2:KEVIN KOCH, LAWRENCE KREMER, UNIVERSITY TRUSTEES, AND ALAN BRAUN, LIFE TRUSTEE, ARE ALSO ON KOCH ENTERPRISES, INC. BOARD OF DIRECTORS. ROBERT KOCH, LIFE TRUSTEE, IS CEO AND DIRECTOR OF KOCH ENTERPRISES, INC. AND IS A 48% OWNER OF KOCH ENTERPRISES, INC. RELATIONSHIP #3:JOHN DANIEL JR., UNIVERSITY TRUSTEE, LAWRENCE KREMER, UNIVERSITY TRUSTEE, AND LEE COOPER, LIFE TRUSTEE, ARE ON THE FIFTH THIRD BANK BOARD OF DIRECTORS. RELATIONSHIP #4:ROBERT JONES AND NIEL ELLERBROOK, UNIVERSITY TRUSTEES, ALSO SERVE ON VECTREN CORPORATION BOARD OF DIRECTORS. RELATIONSHIP #5:ANDREW GOEBEL IS ON THE BRAKE SUPPLY BOARD OF DIRECTORS. BRAKE SUPPLY IS OWNED BY KOCH ENTERPRISES, INC. ROBERT KOCH, UNIVERSITY TRUSTEE, IS CEO OF KOCH ENTERPRISES, INC. AND IS A 48% OWNER OF KOCH ENTERPRISES, INC.RELATIONSHIP #6: LARRY MACKEY, UNIVERSITY TRUSTEE, IS A PARTNER AT BARNES & THORNBURG, LLP, WHICH PROVIDES LEGAL SERVICES TO THE UNIVERSITY.RELATIONSHIP #7:ALAN BRAUN, LIFE TRUSTEE, IS CHAIRMAN EMERITUS OF ICI-SKANSKA AND PCI-SKANSKA, WHICH HAVE BUILT A NUMBER OF BUILDINGS ON THE UNIVERSITY CAMPUS.RELATIONSHIP #8:SALLY RIDEOUT, UNIVERSITY TRUSTEE, HAS A FAMILY RELATIONSHIP WITH A UNIVERSITY EMPLOYEE.RELATIONSHIP #9: CHRISTOPHER TRAYLOR, UNIVERSITY TRUSTEE, IS CO-PRESIDENT OF TRAYLOR BROS. CORP., WHICH IS A SUBSTANTIAL CONTRIBUTOR TO THE UNIVERSITY.RELATIONSHIP #10:NATHAN STAMPS, UNIVERSITY TRUSTEE, HAS A FAMILY RELATIONSHIP WITH A UNIVERSITY EMPLOYEE. Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AND AVAILABLE TO THE FULL BOARD OF TRUSTEES VIA THE UNIVERSITY WEB PORTAL. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE QUESTIONNAIRES ARE REVIEWED AND SUMMARIZED BY THE BOARD SECRETARY AND SHARED WITH THE AUDIT COMMITTEE CHAIR AND THE COMMITTEE ON TRUSTEES CHAIR. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees PRIOR TO THE PRESIDENT'S CURRENT CONTRACT RENEWAL, THE BOARD OF TRUSTEES PURCHASED BENCHMARK DATA FROM EXTERNAL CONSULTANTS. ONCE COMPENSATION WAS DETERMINED FROM A REVIEW OF THE DATA AND A CONTRACT DRAFTED, THE BOARD REQUESTED REVIEW OF THE CONTRACT BY AN ATTORNEY TO DETERMINE CONTRACT REASONABLENESS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Decreases ACTUARIAL ADJUSTMENT ON ANNUITY OBLIGATION = -$262704 Other Changes In Net Assets Or Fund Balances - Other Decreases ASSET RETIREMENT COST = -$28151 Other Changes In Net Assets Or Fund Balances - Other Decreases BENEFICIAL INTEREST IN TRUSTS = -$1407649 Other Changes In Net Assets Or Fund Balances - Other Decreases FOREIGN EXCHANGE CONTRACTS = -$296789 Other Changes In Net Assets Or Fund Balances - Other Decreases INTEREST RATE SWAPS = -$505737 Other Changes In Net Assets Or Fund Balances - Other Increases OTHER CHANGE IN NET ASSET = $4686 SCHEDULE D, PARTS VII AND IX INVESTMENTS - OTHER SECURITIES ON THE BALANCE SHEET DO NOT EXCEED 5% OF TOTAL ASSETS. THEREFORE, DETAIL IS NOT PROVIDED ON SCHEDULE D, PART VII.OTHER ASSETS ON THE BALANCE SHEET DO NOT EXCEED 5% OF TOTAL ASSETS. THEREFORE, DETAIL IS NOT PROVIDED ON SCHEDULE D, PART IX. CHARITABLE REMAINDER TRUSTS 23 1800 LINCOLN AVENUE EVANSVILLE IN 47722 TRUST IN UNIVEVANSVILLE TRUST false EMPLOYER-CONTRIBUTION VEBA TRUST 1800 LINCOLN AVENUE EVANSVILLE IN 47722 047024793 RETIREMENT TRUST IN NA 501(C)(9) false EMPLOYEE-CONTRIBUTION VEBA TRUST 1800 LINCOLN AVENUE EVANSVILLE IN 47722 047024792 RETIREMENT TRUST IN NA 501(C)(9) false CHARITABLE REMAINDER TRUST 14 1800 LINCOLN AVENUE EVANSVILLE IN 47722 TRUST IN NA TRUST false false false false false false false false false false false false false false false false false false false false