2016-12-16T14:07:09-07:00 2016-06-30 990 2015-07-01 540575812 EASTERN MENNONITE UNIVERSITY EAST 5404324000 1200 Park Road Harrisonburg VA 22802 Daryl Bert VP for Finance 5404324000 2016-12-16 2015 2017-02-10 21:41:12Z Daryl Bert 1200 Park Road Harrisonburg VA 22802 55933382 0 X www.emu.edu X 1917 VA University Education 20 20 1354 100 0 0 7168124 6812904 46202862 47174331 -1250630 -2171788 4490 -6194 52124846 51809253 13278957 14213789 0 0 23890676 24587050 77273 79009 1673166 13859977 14358445 51106883 53238293 1017963 -1429040 87361235 85811142 25807441 23977241 61553794 61833901 A leader among faith-based universities, Eastern Mennonite University emphasizes peace-building, creation care, experiential learning, and cross cultural engagement. Founded in 1917 in Harrisonburg, Virginia, EMU is an educational institution of Mennonite Church USA. EMU serves students in diverse religious and cultural backgrounds and confers undergraduate, graduate, and seminary degrees. EMU educates students to serve and lead in a global context. Our Christian community challenges students to pursue their life calling through scholarly inquiry, artistic creation, guided practice, and life-changing cross-cultural encounters. We invite each person to follow Christ's call to bear witness to faith, and walk boldly in the way of nonviolence and peace. 0 0 43047259 14213789 41439726 Higher Education: Establish, maintain and conduct non-profit undergraduate and graduate educational programs for the Mennonite Church and the general public. Over 1500 students enrolled and additional persons were served through non-credit seminars. 0 0 0 43047259 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 1 1932 0 1 1354 1 0 1 CA 0 0 1 1 1 1 0 0 0 0 1 0 X 20 20 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Daryl Bert 5404324000 1200 Park Road Harrisonburg VA 22802 Dannie Otto Board Member 2 0 X 0 0 0 Kathleen Nussbaum Chair 4 0 X 0 0 0 Shana Peachey Boshart Board Member 2 0 X 0 0 0 Randall Bowman Board Member 2 0 X 0 0 0 Clyde Kratz Board Member 2 0 X 0 0 0 Myron Blosser Board Member 2 0 X 0 0 0 Kevin Longenecker Treasurer 2 0 X 0 0 0 Evon Bergey Board Member 2 0 X 0 0 0 Herman Bontrager Vice Chair 2 0 X 0 0 0 Janet Breneman Board Member 2 0 X 0 0 0 Amy Rush Board Member 2 0 X 0 0 0 Anne Kaufman Weaver Assistant Secretary 2 0 X 0 0 0 Jonathan Bowman Board Member 2 0 X 0 0 0 David Hersh Board Member 2 0 X 0 0 0 Chad Lacher Board Member 2 0 X 0 0 0 E Thomas Murphy Jr Board Member 2 0 X 0 0 0 Michelle Armster Board Member 2 0 X 0 0 0 Judith Trumbo Board Member 2 0 X 0 0 0 Eloy Rodriguez Board Member 2 0 X 0 0 0 Charlotte Hunsberger Board Member 2 0 X 0 0 0 Loren Swartzendruber President 50 0 X 217050 0 79580 Fred Kniss Provost 50 0 X 118500 0 15583 Daryl Bert Vice President 50 0 X 104935 0 16317 Michael King Vice President 50 0 X 110103 0 17561 Kirk Shisler Vice President 50 0 X 108461 0 17842 Jim Smucker Vice President 50 0 X 96725 0 16782 Deirdre Smeltzer Vice President 50 0 X 99394 0 17941 Luke Hartman Vice President 50 0 X 97521 0 16042 Kenneth Nafziger Vice President 50 0 X 87440 0 14384 Twila Yoder Secretary 50 0 X 53315 0 11703 1093444 0 223735 5 0 1 0 Pioneer College Caterers Inc 303 Glenrose Ave Nashville TN 37210 Food Services 1724311 Spark451 Inc 865 Merrick Ave Westbury NY 11590 Admissions Services 311720 Jenzabar PO Box 55018 Boston MA 02205 ERP Service 185649 Harman Construction 1024 Pleasant Valley Rd Harrisonburg VA 22801 Construction Services 168838 Weaver's Floor Covering Inc 3245 S Main St Harrisonburg VA 22801 Construction Services 137430 8 0 0 14892 0 956712 5841300 52633 6812904 Educational Services 611310 41439726 41439726 0 0 Auxiliary Services 900099 5734605 5734605 0 0 0 0 0 0 47174331 605312 605312 0 0 0 0 0 0 0 0 0 0 0 0 1323990 10800 4084626 27264 -2760636 -16464 -2777100 0 0 -2777100 6045 14892 12239 -6194 0 -6194 0 51809253 47779643 0 -2783294 0 0 14213789 14213789 0 0 0 0 1009498 283525 635905 90068 0 18149247 13932253 3311373 905621 943214 699864 198765 44585 3274880 2373977 713785 187118 1210211 897976 255029 57206 0 0 0 0 109148 0 109148 0 43000 0 43000 0 0 0 0 0 79009 79009 266137 0 266137 0 1424835 1028670 357740 38425 351339 288171 53551 9617 2013017 1593930 304961 114126 390842 52369 338473 0 0 0 0 0 1428658 360688 1067970 0 2127961 1840647 173716 113598 0 0 0 0 155933 104468 46381 5084 573871 563437 10434 0 82225 0 82225 0 2629237 2517738 111499 0 185827 42475 143352 0 Food Service 1648584 1648584 0 0 Bad Debts 186389 0 186389 0 Program & Misc Expenses 608392 604698 3694 0 Memberships, Journals & Other 133050 0 104341 28709 53238293 43047259 8517868 1673166 808748 1840602 0 0 1449062 1381116 2560785 2033648 0 0 0 0 4173400 4116899 78287 93259 495299 485655 89366259 42689872 47634576 46676387 28857078 27984576 1304000 1199000 0 0 0 0 0 0 87361235 85811142 2310808 2125802 0 0 1446917 1040731 12840000 12200000 0 0 0 0 3705762 3309487 304500 150000 5199454 5151221 25807441 23977241 X 32240023 32955811 15360294 14574138 13953477 14303952 61553794 61833901 87361235 85811142 X -1429040 1587033 0 0 0 122114 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 250 0 1 28352 1 500 0 0 29102 0 Schedule C, Part II-B, Line 1 University faculty, staff and students participate in an annual effort of private colleges and universities in Virginia to promote support for Virginia Tuition Assistance Grants (VTAG) among VA legislators in Richmond. An EMU staff member accompanies two or three students to visit with legislators in their offices. The total estimated staff cost, travel, and supplies for this effort is $750 annually. The University is a member of several groups of which a portion of the activities may involve lobbying on higher education issues. The groups include: Council of Independent Colleges, Council of Independent Colleges in Virginia (CICV), and the National Association of Universities (NAICU). Membership dues to these organizations totaled $28,352 in the tax year. 0 84874 0 0 X X X 0 25097544 1269422 -715874 455737 578174 0 24617181 24228200 1887186 -43811 424006 550025 0 25097544 21091936 346961 3666517 360646 516568 0 24228200 19495361 356409 2096743 345826 510751 0 21091936 20239880 368903 -275030 330935 507457 0 19495361 0.03 0.44 0.53 1 0 1259963 0 1259963 63234693 0 24266553 38968140 0 0 0 0 12636113 0 9006657 3629456 12235490 0 9416662 2818828 46676387 0 US Gov't advances for student loans 3868605 Derivative Contract Liability 480890 Pension and other retirement benefits 619610 Annuity and life income obligations 182116 5151221 39038474 1587033 0 0 122114 1709147 37329327 266137 14213789 14479926 51809253 38758367 0 0 0 0 0 38758367 266137 14213789 14479926 53238293 Schedule D, Part III, Line 4 The University operates and maintains the Menno Simons Historical Library (MSHL). The purpose of the MHSL is to collect, preserve, and make available for study and research the recorded history, doctrine, life and art of Anabaptist and Mennonite groups. The library also collects material on Shenandoah Valley history, culture, and genealogy. Schedule D, Part V, Line 4 Intended use of endowment funds is to provide funding for student financial aid and for the various educational programs at the University. Schedule D, Part XI, Line 2d Unrealized gain on interest rate swap: $122,114 Schedule D, Part XI, Line 4b Student financial aid is reported as a reduction of gross revenue on the audited financial statements. Schedule D, Part XII, Line 4b Student financial aid is reported as a reduction of gross revenue on the audited financial statements. 1 1 1 1 1 1 1 0 0 0 1 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 The University draws students from a large geographic area. Print and broadcasting media are used in a very limited way to reach potential students. When utilized, a non-discriminatory policy statement is included as it is in all publications and brochures used in solicitation of students. Schedule E, Part I, Line 5 One of the University's programs of student financial assistance is available only to those who self-identify as African-American, Hispanic, Asian, or Native American. The purpose of the program is to assist in recruiting and retaining students that bring racial and cultural diversity to the University community. Schedule E, Part I, Line 6 The University participates in the Title IV programs of Federal Supplemental Education Grant (FSEOG) and Federal Work Studay (FWS). These programs provide funding to the University for awarding to students. The University also serves as a conduit for Federal Pell Grants, Virginia Tuition Assistance Grants, and other federal and state programs that provide assistance to the University's student population. East Asia and the Pacific 0 0 Program Services Travel/study abroad 187739 Middle East and North Africa 0 0 Program Services Travel/study abroad 457025 Central America and the Caribbean 0 0 Program Services Travel/study abroad 255400 East Asia and the Pacific 0 0 Program Services Travel/study abroad 76088 Russia and the newly independent States 0 0 Program Services Travel/study abroad 101388 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel/study abroad 29859 0 0 1107499 0 0 0 0 0 0 X X X X X X X 1 The Virginia College Fund 4900 August Ave Richmond VA 23230 The Virginia College Fund solicits contributions from Virginia businesses and individuals on behalf of five private colleges in Virginia. 1 145267 79009 66258 145267 79009 66258 Royals Golf 12152 9242 2910 0 0 2040 1145 0 246 President's Cup 8785 5650 3135 1300 3024 2992 732 0 760 0 20937 14892 6045 1300 3024 5032 1877 0 1006 12239 -6194 1 Student financial assistance 1500 14213789 0 EMU awards student financial assistance grants and scholarships to eligible students. Use of funds is monitored by the EMU Financial Aid Office and tracked by applying aid to the student account to offset charges to tuition and fees. Schedule I, Part I, Line 2 EMU awards student financial assistance grants & scholarships to eligible students. Use of funds is monitored by the EMU Financial Aid Department and tracked by applying aid to the student account to offset charges to tuition and fees. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Loren Swartzendruber President 203100 0 0 0 13950 0 23600 0 58248 0 298898 0 23600 0 Schedule J, Part I, Line 1a The University reimburses ordained employees that are treated as self-employed for social security tax purposes at an amount calculated to equal FICA tax that would have been paid if the employee was not treated as self-employed. Housing allowance: the President of the University received campus housing valued at $30,000 per year as part of the compensation package. Club dues: the President of the University is provided a club membership used for business purposes. A IDA of the Town of Broadway VA 542028957 2008-11-18 10000000 Construct and equip residence hall 0 0 0 B IDA of the Town of Broadway VA 542028957 2010-05-01 6000000 Remodel residence halls 0 0 0 A 0 2586023 10000000 0 0 0 98449 0 0 6315528 0 0 2009 1 0 1 1 B 0 0 6000000 0 0 0 46533 0 0 5953467 0 0 2011 0 0 1 1 A 0 0 0 0 0 0 0 1 0 1 B 0 0 0 0 0 0 0 1 0 1 A 0 0 1 0 1 1 Wells Fargo 10 0 0 0 0 1 B 0 0 1 0 1 0 0 0 1 EMU Students Dependents of Board Members 36500 Academic Scholarships Academic Scholarships EMU Students Dependents of Board Members 7544 Academic Grants Academic Grants EMU Students Dependents of Board Members 16080 Tuition Discounts Tuition Discounts X 1894 Expert X 15 50739 Market 0 0 1 0 Form 990, Part VI, Section A, Line 7a The University bylaws provide that Mennonite Education Agency shall appoint approximately three-fourths of the trustees. Form 990, Part VI, Section A, Line 7b The University bylaws provide that the President of the University is appointed by Mennonite Education Agency and the University's Board of Trustees. Form 990, Part VI, Section B, Line 11b Form 990 is provided to trustees and the Finance and Audit Committee electronically or in paper for review prior to filing. Form 990, Part VI, Section B, Line 12c Trustees and officers are required to complete a conflict of interest questionnaire annually. Form 990, Part VI, Section B, Line 15 The Board of Trustees annually reviews and sets the compensation level of the University President using comparative survey information from various agencies and higher education groups, including Mennonite Education Agency. Form 990, Part VI, Section C, Line 19 Operating documents, conflict of interest policy, and financial statements are provided to the public upon request. Form 990, Part XI, Line 9 Unrealized gain on interest rate swap. Mennonite Education Agency 63846 County Road 35 Suite 1 Goshen IN 46528 231583641 Management and promotion of educational programs for the Mennonite church. IN 501(c)(3) 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 Mennonite Education Agency c 45384 Mennonite Education Agency p 162619