UNIVERSITY OF FINDLAY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF FINDLAY (EIN 34-4431169)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2017-07-13
- IRS object ID
- 201741949349300634
- Schema version
- 2015v3.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-13T12:00:09-05:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 West Broad Street | AddressLine1Txt |
| Address Line2 | Suite 1700 | AddressLine2Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344431169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The University of Findlay | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4194344524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 North Main Street | AddressLine1Txt |
| City | Findlay | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine R Fell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL SPURLOCK | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 6144690001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AR Charnes | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 North Main Street | AddressLine1Txt |
| City | Findlay | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $148,091,667 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.findlay.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1882 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The mission of The University of Findlay is to equip our students for meaningful lives and productive careers. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2324 | TotalEmployeeCnt |
| Total Volunteers | 374 | TotalVolunteersCnt |
| Total Gross UBI | -$9,989 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$210 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,726,365 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,707,050 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $123,924,586 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $132,148,125 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,858,645 | PYInvestmentIncomeAmt |
| CY Investment Income | $903,473 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,755,388 | PYOtherRevenueAmt |
| CY Other Revenue | $2,022,540 | CYOtherRevenueAmt |
| PY Total Revenue | $138,264,984 | PYTotalRevenueAmt |
| CY Total Revenue | $146,781,188 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,857,576 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $52,468,759 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,492,267 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,844,698 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $12,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,493,361 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,522,758 | PYOtherExpensesAmt |
| CY Other Expenses | $36,304,556 | CYOtherExpensesAmt |
| PY Total Expenses | $131,872,601 | PYTotalExpensesAmt |
| CY Total Expenses | $141,630,013 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,392,383 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,151,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $178,887,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,676,158 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,494,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,565,187 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $134,392,970 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $139,110,971 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of The University of Findlay is to equip our students for meaningful lives and productive careers. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $98,393,244 | ExpenseAmt |
| Grant | $52,070,054 | GrantAmt |
| Revenue | $89,379,476 | RevenueAmt |
| Desc | UNIVERSITY OF FINDLAY IS A COMPREHENSIVE, PRIVATE UNIVERSITY THAT OFFERS BOTH UNDERGRADUATE AND GRADUATE STUDIES AND IS ACCREDITED BY THE HIGHER LEARNING COMMISSION. UNIVERSITY OF FINDLAY OFFERS MORE THAN 60 AREAS OF UNDERGRADUATE STUDY AND HAS A CURRENT UNDERGRADUATE ENROLLMENT OF NEARLY 2,882 STUDENTS. SOME OF THE MORE POPULAR UNDERGRADUATE PROGRAMS INCLUDE: BUSINESS (460 STUDENTS), EDUCATION (138 STUDENTS), HEALTH PROFESSIONS (642 STUDENTS), PHARMACY (252 STUDENTS), LIBERAL ARTS (237 STUDENTS), NATURAL SCIENCE (964 STUDENTS) AND OTHER (189 STUDENTS). MANY OF THE UNIVERSITY'S PROGRAMS HAVE A NATIONAL REPUTATION INCLUDING PRE-VETERINARY MEDICINE AND EQUESTRIAN STUDIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,504,337 | ExpenseAmt |
| Grant | $398,705 | GrantAmt |
| Revenue | $24,751,435 | RevenueAmt |
| Desc | UNIVERSITY OF FINDLAY OFFERS A VARIETY OF GRADUATE PROGRAMS INCLUDING: MASTERS OF BUSINESS (402 STUDENTS), EDUCATION (286 STUDENTS), HEALTH PROFESSIONS SUCH AS PHYSICAL THERAPY, OCCUPATIONAL THERAPY, ATHLETIC TRAINING, PHYSICIAN ASSISTANT, AND HEALTH INFORMATICS (331 STUDENTS), PHARMACY (129 STUDENTS), LIBERAL STUDIES (59 STUDENTS) AND SCIENCE (110 STUDENTS). TOTAL GRADUATE STUDENTS CURRENTLY ENROLLED ARE MORE THAN 1300. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,960,550 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,066,358 | RevenueAmt |
| Desc | UNIVERSITY OF FINDLAY HAS MANY AUXILIARY DEPARTMENTS THAT PROVIDE SERVICES TO THEIR STUDENTS, THESE AUXILIARY DEPARTMENTS INCLUDE DORMITORIES FOR STUDENT LIVING, DINING HALLS, ATHLETIC DEPARTMENTS, CAMPUS STORES FOR STUDENTS AND THE UNIVERSITY'S ON-CAMPUS VETERINARY CLINIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $127,858,131 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5556 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2324 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dane Erford | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4194344524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N MAIN ST | AddressLine1Txt |
| City | FINDLAY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45840 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 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 |
|---|---|---|---|---|---|---|---|
| AR CHARNES | |||||||
| CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN YOUNG | |||||||
| VICE CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRAIG A CROTTEAU | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HARRINGTON | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KOLLEEN KIRK | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H REIST | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CLIFFORD C COOK | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HAYWOOD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN WASHINGTON | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DON MANLEY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E RUSE | |||||||
| TRUSTEE/ADJUNCT FACULTY MEMBER | 1.0 | Yes (X) | $4,420 | $0 | $0 | ||
| GEORGE M SHOWERS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS E BISHOP | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES C KOEHLER II | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| TIM H NESLER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PASTOR EDWARD L ROSENBERRY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| C PAUL PALMER IV | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER OSTRANDER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES M APPOLD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KARL L HEMINGER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL OXLEY | |||||||
| TRUSTEE (PARTIAL YEAR) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA KM BEALL | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WALKER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GARDNER | |||||||
| TRUSTEE (PARTIAL YEAR) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| C RICHARD BECKETT | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LYNN R CHILD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A FRY | |||||||
| TRUSTEE (PARTIAL YEAR) | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Melissa Duflock | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Sherri Garner Brumbaugh | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Phil Kotokrax | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Phil Scott | |||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE R FELL | |||||||
| PRESIDENT | 40.0 | Yes (X) | $308,705 | $0 | $86,523 | ||
| Marcia Sloan Latta | |||||||
| VP University Advancement | 40.0 | Yes (X) | $189,936 | $0 | $20,183 | ||
| MARTIN TERRY | |||||||
| VICE PRESIDENT FOR BUSINESS AFFAIRS/TREASURER | 40.0 | Yes (X) | $173,187 | $0 | $31,598 | ||
| Darin Fields | |||||||
| VP Academic Affairs | 40.0 | Yes (X) | $162,385 | $0 | $26,093 | ||
| REBECCA BUTLER | |||||||
| VICE PRESIDENT FOR ENROLLMENT MANAGEMENT | 40.0 | Yes (X) | $146,636 | $0 | $17,471 | ||
| DAVID EMSWELLER | |||||||
| VICE PRESIDENT FOR STUDENT SERVICES | 40.0 | Yes (X) | $144,831 | $0 | $34,765 | ||
| DANE ERFORD | |||||||
| CONTROLLER/ASSISTANT TREASURER | 40.0 | Yes (X) | $102,243 | $0 | $12,033 | ||
| SUE PIRSCHEL | |||||||
| SECRETARY | 19.0 | Yes (X) | $16,976 | $0 | $0 | ||
| RAYMOND MCCANDLESS | |||||||
| CHIEF INFORMATION OFFICER | 40.0 | Yes (X) | $143,600 | $0 | $28,334 | ||
| BRANDI LAURITA | |||||||
| Director of Athletics | 40.0 | Yes (X) | $81,538 | $0 | $5,964 | ||
| Leon Wyden Jr | |||||||
| Vice President for Business Affairs (Started 5/1/16) | 40.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Link | |||||||
| Director of Human Resources | 40.0 | Yes (X) | $89,770 | $0 | $19,250 | ||
| DEBRA PARKER | |||||||
| Dean, College of Pharmacy | 40.0 | $187,671 | $0 | $33,180 | Yes (X) | ||
| RANDALL VAN DYNE | |||||||
| ASSISTANT VICE PRESIDENT/EXECUTIVE DIRECTOR OF THE ALL HAZARDS TRAINING CENTER | 40.0 | $142,389 | $0 | $29,069 | Yes (X) | ||
| PATRICK MALONE | |||||||
| ASSOCIATE DEAN OF PHARMACY | 40.0 | $140,482 | $0 | $25,683 | Yes (X) | ||
| ANDREA KOEPKE | |||||||
| Dean, College of Health Professions | 40.0 | $127,760 | $0 | $24,999 | Yes (X) | ||
| JOHN STANOVICH | |||||||
| Asst. Dean, College of Pharmacy | 40.0 | $130,055 | $0 | $22,587 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,292,584 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $417,732 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| SODEXO | ||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | FOOD SERVICE | $3,740,087 | |
| CSI CONSTRUCTION SERVICES INC | ||||||
| 13860 TWP HWY 42 | CAREY | OH | 43316 | CONSTRUCTION | $843,078 | |
| MAUMEE BAY TURF CENTER | ||||||
| 740 SOUTH STADIUM ROAD | OREGON | OH | 43616 | LAWN CARE | $585,745 | |
| MA ARCHITECTS | ||||||
| 775 YARD STREET | COLUMBUS | OH | 43212 | ARCHITECTS | $562,100 | SUITE 325 |
| CONNOR SPORTS FLOORING LLC | ||||||
| 1830 HOWARD STREET | ELK GROVE | IL | 60007 | FLOORING INSTALLATION | $403,500 | SUITE F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $69,089 | FundraisingAmt |
| Government Grants | $6,079,943 | GovernmentGrantsAmt |
| All Other Contributions | $5,558,018 | AllOtherContributionsAmt |
| Noncash Contributions | $1,442,704 | NoncashContributionsAmt |
| Total Contributions | $11,707,050 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | $114,130,911 | $114,130,911 | |
| DORMITORIES | 721310 | $6,350,037 | $6,350,037 | |
| DINING HALLS | 722210 | $4,956,813 | $4,956,813 | |
| MISCELLANEOUS AUXILLARY | 611710 | $3,331,934 | $3,320,762 | $11,172 |
| CAMPUS STORE | 451211 | $2,660,054 | $2,660,054 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $718,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $718,376 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $132,148,125 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $712,550 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$21,161 | UnrelatedBusinessRevenueAmt |
| Exclusion | $733,711 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,361 | TotalRevenueColumnAmt |
| Exclusion | $11,361 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,283 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $181,836 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$20,553 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,553 | TotalRevenueColumnAmt |
| Exclusion | -$20,553 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,233,184 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,042,261 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $190,923 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,923 | TotalRevenueColumnAmt |
| Exclusion | $190,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,798 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $69,089 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $86,382 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,584 | TotalRevenueColumnAmt |
| Exclusion | -$28,584 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON STUDENT ACCOUNTS | 990009 | $249,604 | $249,604 |
| Dining Hall Rebate | 722210 | $108,437 | $108,437 |
| Overseas Program | 990009 | $137,239 | $137,239 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,565,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,565,036 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,060,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,781,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $134,197,269 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$9,989 | UnrelatedBusinessRevenueAmt |
| Exclusion | $886,858 | 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 | $52,468,759 | TotalAmt |
| Program Services | $52,468,759 | 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 | $1,886,799 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,886,799 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,421 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $83,421 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,918,541 | TotalAmt |
| Program Services | $31,974,419 | ProgramServicesAmt |
| Management And General | $5,023,863 | ManagementAndGeneralAmt |
| Fundraising | $920,259 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,208,125 | TotalAmt |
| Program Services | $1,832,519 | ProgramServicesAmt |
| Management And General | $331,370 | ManagementAndGeneralAmt |
| Fundraising | $44,236 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,068,110 | TotalAmt |
| Program Services | $6,526,198 | ProgramServicesAmt |
| Management And General | $1,452,415 | ManagementAndGeneralAmt |
| Fundraising | $89,497 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,679,702 | TotalAmt |
| Program Services | $2,193,382 | ProgramServicesAmt |
| Management And General | $421,551 | ManagementAndGeneralAmt |
| Fundraising | $64,769 | 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 | $225,417 | TotalAmt |
| Program Services | $56,045 | ProgramServicesAmt |
| Management And General | $169,372 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,385 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $140,385 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,090 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,090 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Fundraising | $12,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,135,600 | TotalAmt |
| Program Services | $7,822,496 | ProgramServicesAmt |
| Management And General | $1,255,225 | ManagementAndGeneralAmt |
| Fundraising | $57,879 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,910 | TotalAmt |
| Program Services | $713,794 | ProgramServicesAmt |
| Management And General | $50,116 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,024,244 | TotalAmt |
| Program Services | $4,730,892 | ProgramServicesAmt |
| Management And General | $234,666 | ManagementAndGeneralAmt |
| Fundraising | $58,686 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,421 | TotalAmt |
| Program Services | $546,182 | ProgramServicesAmt |
| Management And General | $23,544 | ManagementAndGeneralAmt |
| Fundraising | $695 | 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 | $2,417,373 | TotalAmt |
| Program Services | $2,417,373 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,413,002 | TotalAmt |
| Program Services | $2,070,070 | ProgramServicesAmt |
| Management And General | $296,565 | ManagementAndGeneralAmt |
| Fundraising | $46,367 | 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 | $379,984 | TotalAmt |
| Program Services | $286,013 | ProgramServicesAmt |
| Management And General | $81,392 | ManagementAndGeneralAmt |
| Fundraising | $12,579 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,445 | TotalAmt |
| Program Services | $763,445 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $5,225,411 | TotalAmt |
| Program Services | $5,159,456 | ProgramServicesAmt |
| Management And General | $65,955 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,172 | TotalAmt |
| Program Services | $599,085 | ProgramServicesAmt |
| Management And General | $71,087 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contract Food Service | $3,228,236 | $3,228,236 | $0 | $0 |
| PURCHASE FOR RESALE | $1,669,688 | $1,669,688 | $0 | $0 |
| Hospitality Expense | $1,341,979 | $967,827 | $288,982 | $85,170 |
| Equipment Leases | $339,936 | $156,096 | $182,171 | $1,669 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,970,263 | TotalAmt |
| Program Services | $1,676,156 | ProgramServicesAmt |
| Management And General | $194,552 | ManagementAndGeneralAmt |
| Fundraising | $99,555 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,630,013 | TotalAmt |
| Program Services | $127,858,131 | ProgramServicesAmt |
| Management And General | $12,278,521 | ManagementAndGeneralAmt |
| Fundraising | $1,493,361 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,022 | BOYAmt |
| EOY | $451,352 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,857,397 | BOYAmt |
| EOY | $9,514,636 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,536,379 | BOYAmt |
| EOY | $4,615,315 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,478 | BOYAmt |
| EOY | $1,875,851 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,629 | BOYAmt |
| EOY | $1,500,863 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,539,228 | BOYAmt |
| EOY | $1,618,951 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,982 | BOYAmt |
| EOY | $556,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $170,017,409 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,904,161 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,667,400 | BOYAmt |
| EOY | $112,113,248 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,077,574 | BOYAmt |
| EOY | $39,054,878 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,129,358 | BOYAmt |
| EOY | $14,965,090 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,434,414 | BOYAmt |
| EOY | $409,312 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,887,861 | BOYAmt |
| EOY | $186,676,158 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,854,402 | BOYAmt |
| EOY | $6,244,068 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447,679 | BOYAmt |
| EOY | $2,080,153 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,076,615 | BOYAmt |
| EOY | $14,510,670 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,442 | BOYAmt |
| EOY | $533,469 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,025,250 | BOYAmt |
| EOY | $20,947,672 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,344,503 | BOYAmt |
| EOY | $3,249,155 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,494,891 | BOYAmt |
| EOY | $47,565,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,375,836 | BOYAmt |
| EOY | $94,198,113 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,283,703 | BOYAmt |
| EOY | $18,066,870 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,733,431 | BOYAmt |
| EOY | $26,845,988 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,392,970 | BOYAmt |
| EOY | $139,110,971 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,887,861 | BOYAmt |
| EOY | $186,676,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,151,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$614,975 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $181,801 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,392,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,294,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,143,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,736,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,707,050 | CurrentTaxYearAmt |
| Total | $59,273,290 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,392,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,294,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,143,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,736,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,707,050 | CurrentTaxYearAmt |
| Total | $59,273,290 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,236,433 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,036,857 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,340,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,715,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,562,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,473,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885,194 | CurrentTaxYearAmt |
| Total | $6,977,233 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $9,128 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,798 | CurrentTaxYearAmt |
| Total | $286,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,546,346 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $597,871,986 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8721 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7891 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 11h(v) Public Support Test | PART II HAS BEEN COMPLETED TO PROVE THE COLLEGE MEETS THE PUBLIC SUPPORT TEST AND THEREFORE QUALIFIES TO USE THE SPECIAL RULE IN REPORTING ON SCHEDULE B. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 59770.0, COLUMN B - 50325.0, COLUMN C - 61747.0, COLUMN D - 57055.0, COLUMN E - 57798.0, COLUMN F - 286695.0; |
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 | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $25,090 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $25,090 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | THE UNIVERSITY UTILIZED A CONSULTING FIRM TO ASSIST IT IN RECEIVING GRANTS THROUGH THE FEDERAL GOVERNMENT AND OTHER SOURCES. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | THE UNIVERSITY UTILIZED A CONSULTING FIRM TO ASSIST IT IN RECEIVING GRANTS THROUGH THE FEDERAL GOVERNMENT AND OTHER SOURCES. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $378,900 | RevenuesIncludedAmt |
| Assets Included | $8,216,664 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,198,418 | BeginningYearBalanceAmt |
| Contributions | $1,118,741 | ContributionsAmt |
| Investment Earnings Or Losses | -$41,823 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,047,777 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,227,559 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,979,748 | BeginningYearBalanceAmt |
| Contributions | $287,433 | ContributionsAmt |
| Investment Earnings Or Losses | $1,027,700 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,096,463 | GrantsOrScholarshipsAmt |
| End Year Balance | $34,198,418 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,597,664 | BeginningYearBalanceAmt |
| Contributions | $2,282,028 | ContributionsAmt |
| Investment Earnings Or Losses | $3,260,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,049,999 | GrantsOrScholarshipsAmt |
| Other Expenditures | $110,368 | OtherExpendituresAmt |
| End Year Balance | $33,979,748 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,866,782 | BeginningYearBalanceAmt |
| Contributions | $68,955 | ContributionsAmt |
| Investment Earnings Or Losses | -$348,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$10,366 | OtherExpendituresAmt |
| End Year Balance | $29,597,664 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,583,213 | BeginningYearBalanceAmt |
| Contributions | $1,249,302 | ContributionsAmt |
| Investment Earnings Or Losses | $4,092,777 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $965,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $93,510 | OtherExpendituresAmt |
| End Year Balance | $29,866,782 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7719 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2281 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,543,168 | OtherCostOrOtherBasisAmt |
| Book Value | $8,543,168 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,650,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,617,583 | DepreciationAmt |
| Book Value | $80,033,037 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,232,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,782,722 | DepreciationAmt |
| Book Value | $6,449,621 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,591,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,503,856 | DepreciationAmt |
| Book Value | $17,087,422 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $112,113,248 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS OF FUNDS | $8,670,492 | F |
| PRIVATE EQUITY FUNDS | $2,473,608 | F |
| LIMTED PARTNERSHIP INTERESTS | $1,804,210 | F |
| REAL ESTATE FUNDS | $2,016,780 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,965,090 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL PERKINS LOAN FUND | $1,695,875 |
| FUNDS HELD FOR AGENCY | $3,786 |
| Funds Held in Trust | $863,392 |
| TUITION AND ROOM ADVANCES | $602,027 |
| INTEREST RATE SWAP | $84,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,249,155 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $94,147,473 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$614,975 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $450,019 | OtherRevenueAmt |
| Revenue Not Reported | -$164,956 | RevenueNotReportedAmt |
| Revenue Subtotal | $94,312,429 | RevenueSubtotalAmt |
| Other Revenues Not Included | $52,468,759 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,468,759 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $146,781,188 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $89,429,472 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $268,218 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $268,218 | ExpensesNotReportedAmt |
| Expenses Subtotal | $89,161,254 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $52,468,759 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $52,468,759 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $141,630,013 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE MAZZA MUSEUM IS DEDICATED TO COLLECTING, EXHIBITING AND PRESERVING ORIGINAL ART FROM CHILDREN'S PICTURE BOOKS. THE MUSEUM IS THE WORLD'S FIRST AND LARGEST TEACHING MUSEUM DEVOTED TO LITERACY AND THE ART OF CHILDREN'S PICTURE BOOKS. FOUNDED IN 1982, THE MUSEUM CONTAINS MORE THAN 10,000 ORIGINAL ARTWORKS. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | The University invests funds for the benefit of Winebrenner Theological Seminary. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE INTENDED USE OF THE ENDOWMENT FUND IS FOR SCHOLARSHIPS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE UNIVERSITY HAS BEEN APPROVED UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) AS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL TAXES ON ITS NORMAL ACTIVITIES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX BENEFITS WILL BE RECOGNIZED ONLY IF A TAX POSITION IS MORE-LIKELY-THAN-NOT SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. MANAGEMENT HAS CONCLUDED THAT THEY ARE UNAWARE OF ANY TAX BENEFITS OR LIABILITIES TO BE RECOGNIZED AT JULY 31, 2016 AND 2015. THE UNIVERSITY WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. THE UNIVERSITY HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES FOR THE YEAR ENDED JULY 31, 2016 AND 2015. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2012. THE UNIVERSITY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Rental Expense - 181836 Fundraising Expense - 86382 Change in value of interest rate swap - 96689 Change in split interest agreements - 85112 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Scholarship Expense - 52468759 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Rental Expense - 181836 Fundraising Expense - 86382 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Scholarship Expense - 52468759 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | CLEARLY DEFINED IN ALL UNIVERSITY LITERATURE |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES: PASSED THROUGH THE GREATER CINCINNATI OCCUPATIONAL HEALTH CENTER, NIEHS HAZARDOUS WASTE WORKER HEALTH AND SAFETY TRAINING. U.S. DEPARTMENT OF STATE: BUREAU OF EDUCATIONAL AND CULTURAL AFFAIRS GRANT DIVISION, PROFESSIONAL AND CULTURAL EXCHANGE PROGRAMS - CITIZEN EXCHANGES. U.S. DEPARTMENT OF HOMELAND SECURITY: PASSED THROUGH EASTERN KENTUCKY UNIVERSITY, STATE AND LOCAL HOMELAND SECURITY TRAINING PROGRAM. U.S. DEPARTMENT OF HOMELAND SECURITY: PASSED THROUGH OHIO DEPARTMENT OF PUBLIC SAFETY, STATE AND LOCAL HOMELAND SECURITY TRAINING PROGRAM. NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION: PASSED THROUGH THE OHIO STATE UNIVERSITY RESEARCH FOUNDATION, RESEARCH AND DEVELOPMENT, EDUCATION AND TRAINING, AND ADVISORY SERVICES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $8,903,000 | |
| Central America and the Caribbean | 0 | 44 | Program Services | $92,083 | RECRUITING/ACADEMICS |
| East Asia and the Pacific | 0 | 64 | Program Services | $109,327 | RECRUITING/ACADEMICS |
| Europe (Including Iceland and Greenland) | 0 | 45 | Program Services | $80,321 | RECRUITING/ACADEMICS |
| Middle East and North Africa | 0 | 11 | Program Services | $314,049 | RECRUITING/ACADEMICS |
| North America (Canada & Mexico only) | 0 | 10 | Program Services | $10,995 | RECRUITING/ACADEMICS |
| South Asia | 0 | 10 | Program Services | $162,073 | RECRUITING/ACADEMICS |
| Sub-Saharan Africa | 0 | 2 | Program Services | $4,005 | RECRUITING/ACADEMICS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 186 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 186 | TotalEmployeeCnt |
| Subtotal Spent | $9,675,853 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,675,853 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Oiller Golf Outing | Event1Nm |
| Gross Receipts Event1 | $126,887 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,089 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $57,798 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $66,088 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,916 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,779 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,599 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $126,887 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $69,089 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,798 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $66,088 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,916 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,779 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,599 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $86,382 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,584 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PRESIDENT SCHOLARSHIPS | 912 | $12,540,663 |
| TRUSTEE SCHOLARSHIP | 560 | $9,281,801 |
| FEDERAL GRANTS | 1078 | $3,349,666 |
| MEN'S ATHLETIC SCHOLARSHIPS | 210 | $2,686,863 |
| WOMEN'S ATHLETIC SCHOLARSHIPS | 170 | $2,018,823 |
| INTERNATIONAL SCHOLARSHIPS | 541 | $1,848,419 |
| OHIO GRANTS | 448 | $1,202,347 |
| ENDOWMENT SCHOLARSHIPS | 660 | $883,873 |
| OTHER SCHOLARSHIPS | 3809 | $18,656,304 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The financial aid office notifies students when our comprehensive endowment scholarship application goes live (first week of february). Once notified, students fill out an application to apply for the respective scholarship. If the scholarship is for a specific program, the dean or other faculty member for that program will review the applications and make recommendations to the financial aid office and who should receive the award. Financial aid verifies again if the student is still eligible for the award and issues the funds to the recommended students. The financial aid office monitors the use of the funds to ensure that they are used for their intended purpose. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE R FELL | ||||||||||||||
| PRESIDENT | $307,199 | $0 | $0 | $0 | $1,506 | $0 | $26,000 | $0 | $60,523 | $0 | $395,228 | $0 | $0 | $0 |
| Marcia Sloan Latta | ||||||||||||||
| VP University Advancement | $185,236 | $0 | $0 | $0 | $4,700 | $0 | $9,463 | $0 | $10,720 | $0 | $210,119 | $0 | $0 | $0 |
| MARTIN TERRY | ||||||||||||||
| VICE PRESIDENT FOR BUSINESS AFFAIRS/TREASURER | $168,423 | $0 | $0 | $0 | $4,764 | $0 | $17,436 | $0 | $14,162 | $0 | $204,785 | $0 | $0 | $0 |
| Darin Fields | ||||||||||||||
| VP Academic Affairs | $162,044 | $0 | $0 | $0 | $341 | $0 | $8,448 | $0 | $17,645 | $0 | $188,478 | $0 | $0 | $0 |
| REBECCA BUTLER | ||||||||||||||
| VICE PRESIDENT FOR ENROLLMENT MANAGEMENT | $146,474 | $0 | $0 | $0 | $162 | $0 | $7,626 | $0 | $9,845 | $0 | $164,107 | $0 | $0 | $0 |
| DAVID EMSWELLER | ||||||||||||||
| VICE PRESIDENT FOR STUDENT SERVICES | $144,393 | $0 | $0 | $0 | $438 | $0 | $15,312 | $0 | $19,453 | $0 | $179,596 | $0 | $0 | $0 |
| RAYMOND MCCANDLESS | ||||||||||||||
| CHIEF INFORMATION OFFICER | $142,922 | $0 | $0 | $0 | $678 | $0 | $14,416 | $0 | $13,918 | $0 | $171,934 | $0 | $0 | $0 |
| DEBRA PARKER | ||||||||||||||
| Dean, College of Pharmacy | $187,389 | $0 | $0 | $0 | $282 | $0 | $13,598 | $0 | $19,582 | $0 | $220,851 | $0 | $0 | $0 |
| RANDALL VAN DYNE | ||||||||||||||
| ASSISTANT VICE PRESIDENT/EXECUTIVE DIRECTOR OF THE ALL HAZARDS TRAINING CENTER | $142,227 | $0 | $0 | $0 | $162 | $0 | $14,824 | $0 | $14,245 | $0 | $171,458 | $0 | $0 | $0 |
| PATRICK MALONE | ||||||||||||||
| ASSOCIATE DEAN OF PHARMACY | $139,804 | $0 | $0 | $0 | $678 | $0 | $11,664 | $0 | $14,019 | $0 | $166,165 | $0 | $0 | $0 |
| ANDREA KOEPKE | ||||||||||||||
| Dean, College of Health Professions | $126,948 | $0 | $0 | $0 | $812 | $0 | $9,398 | $0 | $15,601 | $0 | $152,759 | $0 | $0 | $0 |
| JOHN STANOVICH | ||||||||||||||
| Asst. Dean, College of Pharmacy | $129,259 | $0 | $0 | $0 | $796 | $0 | $9,394 | $0 | $13,193 | $0 | $152,642 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | THE PRESIDENT'S SPOUSE ACCOMPANIES HER ON EVENTS DEEMED TO BE A BONA FIDE BUSINESS PURPOSE FOR THE UNIVERSITY. AS SUCH, THESE ARE NOT CONSIDERED TAXABLE INCOME TO THE PRESIDENT |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The President is required to live on campus as a condition of employment. This benefit is considered nontaxable pursuant to IRC Section 119. An estimated value of the benefit was reported for the president in the amount of $41,820. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | THE UNIVERSITY PAYS FOR THE DUES AND HOSPITALITY EXPENSES RELATED TO THE UNIVERSITY AT THE FINDLAY COUNTRY CLUB FOR THE PRESIDENT, VP OF BUSINESS AFFAIRS, VP OF UNIVERSITY ADVANCEMENT, AND ATHLETIC DIRECTOR TO CULTIVATE POTENTIAL DONORS. NO PART OF THE BENEFIT IS TREATED AS TAXABLE COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| BLANCHARD VALLEY PORT AUTHORITY | ||||||||
| A | 262586933 | 000000000 | 2016-05-05 | $10,000,000 | ACQUIRE, CONSTRUCT, RENOVATE, IMPROVE, EQUIP, AND FURNISH EDUCATIONAL FACILITIES | false | false | false |
| BLANCHARD VALLEY PORT AUTHORITY | ||||||||
| B | 262586933 | 000000000 | 2009-03-06 | $10,000,000 | CURRENT REFUNDING OF BONDS ISSUED 4/30/1998 AND 11/13/2003 | false | false | false |
| BLANCHARD VALLEY PORT AUTHORITY | ||||||||
| C | 262586933 | 000000000 | 2012-11-29 | $6,780,000 | CURRENT REFUNDING OF OBLIGATIONS ISSUED 3/29/2001 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $10,000,000 | $0 | $0 | $0 | $122,758 | $0 | $0 | $1,100,000 | $0 | $8,777,242 | 2017 | false | false | false | Yes (true) |
| B | $5,489,330 | $0 | $10,000,000 | $0 | $0 | $0 | $122,664 | $0 | $0 | $0 | $9,877,335 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| C | $2,486,000 | $0 | $6,780,000 | $0 | $0 | $0 | $87,308 | $0 | $0 | $0 | $6,692,691 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | false | Yes (true) | |
| B | false | Yes (true) | false | false | false | Yes (true) | Yes (true) | |
| C | false | Yes (true) | false | false | false | Yes (true) | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 6 ISSUE A | FormAndLineReferenceDesc |
| Explanation | ISSUE A IS STILL IN THE AVAILABLE TEMPORARY PERIOD. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| SEE STATEMENT | ||
| $29,032 | SCHOLARSHIPS | Student Assistance |
| SEE STATEMENT | ||
| $23,418 | Tuition Waiver | Student Assistance |
| SEE STATEMENT | ||
| $28,482 | SCHOLARSHIPS and Tuition Waiver | Student Assistance |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ACI CONSTRUCTION | |||
| ENTITY MORE THAN 35% OWNED BY FAMILY MEMBER OF KOLLEEN KIRK, | $284,866 | SERVICES | false |
| KATHLEEN CRATES | |||
| FAMILY MEMBER OF LYNN CHILD, TRUSTEE | $83,421 | COMPENSATION | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part III, Column (a) NAME OF INTERESTED PERSON AND RELATIONSHIP | FormAndLineReferenceDesc |
| Explanation | COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. PURSUANT TO THE INSTRUCTIONS TO FORM 990, SCH L, PART III, COLUMNS(A) AND (B) HAVE BEEN LEFT BLANK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $378,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,988 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | LIVESTOCK-HORSES | 28 | $792,249 | Other - APPRAISED VALUE |
| Yes (X) | VARIOUS CONTRIBUTIONS | 20 | $264,567 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 27 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Art - Works of art - : NUMBER OF CONTRIBUTIONS Books and publications - : NUMBER OF CONTRIBUTIONS Other - LIVESTOCK-HORSES: NUMBER OF CONTRIBUTIONS Other - VARIOUS CONTRIBUTIONS: NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15b COMPENSATION PROCESS OF OTHER OFFICERS OR KEY EMPLOYEES | THE COMPENSATION OF THE OFFICERS IS DETERMINED BY THE PRESIDENT. HOWEVER, THE PRESIDENT DOES NOT USE COMPARABILITY DATA. THIS PROCESS WAS LAST UNDERTAKEN IN 2009. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The compensation committee has been given authority from the board to review and approve the compensation of the president and the treasurer (VP of Business Affairs) of the university. The compensation committee uses comparability data from higher education salary surveys, notable from the information published by College and University Professional Association for Human Resources (CUPA-HR). Once the compensation has been reviewed and approved the decision is documented within the compensation committee's minutes. The last review was performed in August 2016. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | Article IV, Section 2: The Executive Committee shall exercise such powers as assigned to the Board of Trustees in emergency circumstances only, unless otherwise specifically assigned to the Board of Trustees in the Code of Regulations. The Committee shall provide general oversight and coordination appropriate to the duties of the Board itself, as needed, between meetings of the Board. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | JAMES C. KOEHLER II AND DENNIS BISHOP - Business relationship, DON MANLEY AND MARTIN TERRY - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A final draft of the full Form 990, including all applicable schedules, was presented by our tax advisers to the audit committee. The presentation allows the committee and management to review and provide comments and explanations regarding changes to the redesigned form. The audit committee reviewed and approved the Form 990 on behalf of the entire governing body. This presentation was done on February 23, 2017. The full governing body received a copy of the full Form 990 electronically prior to the form being submitted electronically to the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Board members, officers and key employees are required to annually disclose any conflicts of interests they may have with the organization. The Vice President of Business Affairs reviews each policy statement signed by these individuals to determine if any conflicts have occurred and need to be brought to the attention of the Board. If a conflict arises, the respective board member will abstain from any related discussion, vote or similar action on the matter. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Athletics - Total Revenue: 48108, Related or Exempt Function Revenue: 48108, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Veterinary - Total Revenue: 670268, Related or Exempt Function Revenue: 670268, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Miscellaneous - Total Revenue: 1565036, Related or Exempt Function Revenue: 1565036, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Value of Interest Rate Swap - 96689; Change in split interest agreements - 85112; |
| Form 990, Part I, Line 1 Amended Return | The Form 990, Schedule K reflects information made available by bond counsel subsequent to filing the original return and reports all bonds outstanding and related disclosures as of July 31, 2016. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (3) | ||||||||||||
| INVESTMENTS | OH | NA | Trust | |||||||||
| MILLSIX COMPANY | ||||||||||||
| REAL ESTATE RENTAL | OH | UNIVERSITY OF FINDLAY | S Corporation | 1000 NORTH MAIN STREET | FINDLAY | OH | 45840 | 341081146 | -$1,040 | $41,406 | 1 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |